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    SAP AG 1999

    Process instructions, control recipes, and process

    messages

    Link to process control systems

    Elements of PI sheets

    Contents:

    Concepts of Process Management

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    0.3

    SAP AG 1999

    Concepts of Process Management: CourseOverview Diagram

    Course Overview

    Navigation

    Production Planning and Control for Process Industries

    Make-to-Stock Production

    Make-to-Stock Production in a Pharmaceutical Environment

    Make-to-Order Production

    Concepts of Process Management

    11

    22

    33

    44

    55

    66

    77

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    0.4

    SAP AG 1999

    Concepts of Process Management: BusinessScenario

    ExecutionExecutionProcessProcessplanningplanning

    ProcessProcessmanagementmanagement

    ProcessProcesscontrolcontrol

    R/3 orR/3 or

    external systemexternal system

    PI sheet

    Process

    control

    system

    ProcessProcessorderorder

    FurtherFurthermessagemessage

    dest.dest.

    ControlControlreciperecipe

    ProcessProcessmessagesmessages

    Process management is the interface between the R/3 System and the systems involved in process

    control. Due to its flexible structure, it can be linked to fully automated, partially automated, and

    manually operated lines. Process management comprises the following functions:

    Receiving control recipes with process instructions from released process orders

    Transferring control recipes to the corresponding process operators or process control systems

    Displaying control recipes in natural language in the form of PI sheets that can be maintained on

    the screen by the process operator

    Receiving, checking, and transferring process messages with actual process data.

    Manual entry of process messages.

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    0.5

    SAP AG 1999

    At the conclusion of this topic, you will be able to:

    Describe the relationship between process

    instructions, control recipes, and process

    messages

    Name the possible types of control recipe

    destinations

    Describe how a control recipe is created from

    the process instructions of the process order

    and the control recipe destination

    Process Instructions, Control Recipes, andProcess Messages: Topic Objectives (I)

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    0.5.2

    SAP AG 1999

    Process Instructions, Control Recipes, andProcess Messages: Topic Objectives (II)

    At the conclusion of this topic, you will be able to:

    Describe how the information of process

    instructions is displayed in a PI sheet

    Describe the principle of how process messages

    are created

    Name the available types of message

    destinations

    Name important predefined message categories

    in the standard system

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    0.5.3

    SAP AG 1999

    Master recipe

    Creating Control Recipes (I)

    Process order

    Phase 11

    ControlControlreciperecipe

    Proc. instr. A

    Proc. instr. BProc. instr. 20

    Phase 21

    Proc. instr. 10

    Ctrl rec. dest. A1

    Send

    Destination A1

    Create

    Create

    Process instructionsare structures used to transfer data or instructions from R/3 processmanufacturing to process control. Information relevant to process control is assigned to the phases of

    the order and to the control recipe destinations in the form of process instructions.

    Users define process instructions according to the target system requirements.

    Process management groups the process instructions into control recipes and transfers them to the

    control recipe destinations specified in the process order.

    Control recipes contain all the information that is relevant to the execution of a process order for

    process control.

    The system creates one control recipe for each control recipe destination of a process order.

    You can create control recipes for the following destination types:

    Process control systems in automated production lines

    Process operators in manually operated production lines

    In the second case, the control recipe is displayed in natural language in the form of a PI sheet that

    can be maintained by the process operator.

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    0.5.4

    SAP AG 1999

    ...

    Op 100

    Proc. instructions

    Ph 110 CRD A1

    Proc. instructions

    Ph 120 CRD A1

    Proc. instructions

    Ph 130 CRD P1

    Op 300

    Op 200

    Proc. instructions

    Ph 210 CRD P1

    Proc. instructions

    Ph 220 CRD P1

    Proc. instructions

    Ph 230 CRD P2

    Master recipe

    ...

    Op 100

    Proc. instructions

    Ph 110 CRD A1

    Proc. instructions

    Ph 120 CRD A1

    Proc. instructions

    Ph 130 CRD P1

    Op 300

    Op 200

    Proc. instructions

    Ph 210 CRD P1

    Proc. instructions

    Ph 220 CRD P1

    Proc. instructions

    Ph 230 CRD P2

    Process order

    Control recipe 1Control recipe 1

    Dest. A1Dest. A1

    PI sheetPI sheet

    Control recipeControl recipe 2

    Dest. P1Dest. P1

    Process controlProcess control

    systemsystem

    Control recipeControl recipe 3

    Dest. P2Dest. P2

    Creating Control Recipes (II)

    To execute an actual production process, a process order is created on the basis of a master recipe.Together with the control recipe destinations and process instructions, the operation and phase

    structure is copied from the master recipe.

    Once a process order has been released for production, the process instructions that are to be sent to

    the same control recipe destination are grouped in a control recipe and transferred to process control.

    Exactly onecontrol recipe is created for each control recipe destination.

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    0.5.6

    SAP AG 1999

    c

    Process Order 60002065Fertilizer, liquid, form SX

    Phase 110

    Charging

    0000 PHTEXT

    0000 FE_PHSTS

    0010 INSTR

    9999 FE_CONS9999 FE_CONS

    9999 FE_PHSTE

    Proc. instr.

    cCRD FE

    PI sheet grp. FE

    ControlControlreciperecipe

    PI Sheet

    Destination FE

    Type "PI sheet"

    Status "Control recipe created"

    Creating Control Recipes: Example (II)

    This example shows a process order that was created based on the recipe "Fertilizer, liquid, formSX". The order was released and the control recipe was created.

    Take a look at the first phase 110 of the order. In addition to the process instruction INSTR from the

    recipe, the system generated the process instructions defined for the control recipe destination at the

    specified position. Note:

    In this example, the system did not generate the process instruction SEQDEF because the phase

    did not have a preceding phase.

    The system generated the process instruction FE_CONS twice because two material components

    are assigned to phase 110.

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    0.5.10

    SAP AG 1999

    Types of Message Destination

    R/3 function

    module:

    Processmanagement

    SAPoffice user:

    ABAP/4 table:

    External function:

    Processorder

    Process control PCSPI sheet

    Update of data

    in

    R/3 modules

    Information

    about process

    eventsBasis for

    evaluations

    Coordination with

    external systems

    Processmessage

    Inventorymgmt

    Qualitymgmt

    Process dataevaluation

    DifferentPCS

    Proc. operator Scheduler

    Process messages can be sent to one or more destinations for further processing.

    They can be sent to the following destination types, for example:

    R/3 function module

    User of the SAPoffice mail system

    ABAP/4 tables defined by the user

    External functions (such as a process control system)

    The standard system contains predefined message destinations of typeR/3 function module. You can,

    for example, use these destinations to:

    Update the control recipe status

    Report time events for the phases of an order

    Post goods movements

    Report inspection result to QM

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    1-6 Display your process order.

    1-6-1 Display the process instruction overview for phase 0110.

    Write down which process instructions are assigned to the phase in the

    following table:

    No. of

    PI

    ProcInstCat Object

    type

    Description

    1-6-2 Interpret the result of exercise 1-6-1. To do so, compare the process

    instructions in the process order with the process instructions in master

    recipe T-RC9## (refer to exercise 1-4-2) and the process instructions that

    have been assigned to control recipe destination FE (refer to exercise 1-4-3).

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

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    1-9-3 Interpret the results of exercises 1-9-1 and 1-9-2. To do so, compare the

    process messages created so far with the input fields that you have

    maintained for phase 110 in the PI sheet.

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    1-10 Write down the destination types to which you can send process messages.

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    1-11 Which process messages are contained in the standard system and which functions

    do they have?

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

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    1-15 Display your process order.

    1-15-1 Write down the statuses of phase 110.

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    1-15-2 Write down the confirmed start date for phase 110. Compare the confirmed

    date and time with the characteristic values of the corresponding process

    message.

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    1-15-3 Write down the confirmed activities for phase 110.

    ______________________________________________________

    1-15-4 Write down the quantities withdrawn for material components T-RF7## and

    T-RF9##. Compare the quantities with the characteristic values of thecorresponding process messages.

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    1-16 Send the fourth message in the message monitor.

    1-17 Display your process order.

    1-17-1 Write down the statuses of phase 110.

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    1-17-2 Write down the confirmed finish date for phase 110. Compare the

    confirmed date and time with the characteristic values of the corresponding

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    process message.

    ______________________________________________________

    ______________________________________________________

    ______________________________________________________

    1-17-3 Write down the confirmed activity for phase 110. How did the system

    calculate this activity?

    ______________________________________________________

    ______________________________________________________

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    0.6.7 Exercises

    Unit: Concepts of Process Management

    Topic: Link to Process Control Systems

    At the conclusion of these exercises, you will be able to:

    Describe the principle of how control recipes can be transferred to a

    process control system

    Name the process instruction types that are available for

    communicating with process control systems

    Describe typical scenarios for the data exchange between the R/3

    System and a process control system

    You will get an overview of the different scenarios of communicating

    between the R/3 System and a process control system.

    OPTIONAL EXERCISES

    2-1 Explain the principle of control recipe transfer from the R/3 System to a processcontrol system.

    How can control recipe transfer be triggered?

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

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    2-2 Which process instruction types are available for communicating with a process

    control system? Explain their functions?

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    2-3 Outline the two scenarios typical for data transfer between the R/3 System and the

    process control system we have dealt with in the training course.

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

    ____________________________________________________________

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    0.7.3

    SAP AG 1999

    PI Sheet: Process Instruction Types

    Note:

    PI Sheet

    Comment sheet

    Due to an error...Due to an error...

    ProcessparameterType 1

    Repeateddata requestType 2

    Simpledata requestType 2

    Inspection resultsrequestType 5

    Dynamicfunction callType 6

    Process datacalculation formulaType 4

    PI sheet 1000000449 ReceivedProcess order: 1234 Material: ZXYZ Test material

    Operating grp.:W01

    Phase 10 / Instr.10

    Heat solvent.: Temp:_________ C

    Start agitator. Rot. speed:

    Add material ABC. Quantity:__ ____ kgSignature:

    Note:

    Phase 20 / Instr. 10Check material quality. Record insp. results

    Record material quantity. Call mat. qty calculation

    Stop heating and slow Quantity:_ ____ kg

    down agitator. Rot. speed:Signature:

    Phase 30 / Instr. 10 Total quantity:

    Start cooling.Record time and temperature

    every hour.

    Time Temperature

    ------- ------

    You use the following types of process instructions to define the different elements of a PI sheet inthe master recipe or process order:

    To define control information and additional notes, you use process parameters.

    To define input fields and tables for actual data, you use process data requests. In this type of

    process instruction, you also specify the message category of the message used to report the

    requested values.

    To define calculations and their formulas, you use process data calculation formulas. In this type

    of process instruction, you also specify the message category of the message used to report the

    calculated values.

    To define jumps to QM inspection results recording, you use inspection results requests.

    To define which functions a user can start from within the PI sheet, you use dynamic function

    calls.

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    0.7.4

    SAP AG 1999

    Instructions and Notes

    NoteNote

    Safety note:

    Wear safety glasses, rubber

    gloves, and shoes.

    Avoid eye or skin contact with

    solvent!

    In case of an accident, use cold

    water to...

    Process parameter

    Type 1

    PI SheetPI Sheet

    PI sheet 100449 Received

    Process order: 1234 Material:YXYZ Test material

    Operating grp.: W01

    Heat solvent. Temp: ______C

    Start agitator. Rot. speed:_____

    Add material ABC. Quantity:_______kg

    Note Signature:__

    Phase 20 / Instr.10

    Check material quality. Record insp. resultsRecord material quantity. Call mat. qty calculation

    Stop heating and slow Quantity:____ kg

    Comment sheet

    To define control information and additional notes, you use process parameters.

    If you have defined a note, a pushbutton is displayed below the corresponding control instruction in

    the PI sheet. The text of this note is displayed on a detail screen. To access this screen, double-click

    the pushbutton.

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    0.7.6

    SAP AG 1999

    Recording Actual Values (II)

    Note:

    PI SheetPI Sheet

    Comment sheetPI sheet 100449 Received

    Process order: 1234 Material:YXYZ Test material

    Phase 30 / Instr.10

    Start cooling. Total quantity: ?___ KG

    Read temperature and

    pressure every hour.

    Time Temperature Pressure

    C HPa10:00 95.00 4.7

    11:01 63.00 3.1

    11:57 47.00 2.4

    13:5 21.00 1.2

    Signature: ____

    Repeated process data request

    Type 2

    MessageMessageMessage

    Message

    To define tables for actual data, you use repeated process data requests.

    The graphic shows how input values for a repeated data request are displayed in the PI sheet.

    A message can be created for each line of the table.

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    0.7.11

    SAP AG 1999

    Comment on Process Step

    Comment

    PI Sheet

    PI sheet 100449 Received

    Process order: 1234 Material:YXYZ Test material

    Operating grp.: W01

    Heat solvent. Temp: ______ C

    Start agitator. Rot. speed:_____

    Add material ABC. Quantity:_______ KG

    Note Signature:__

    Phase 20 / Instr. 10

    Check material quality. Record insp. results

    Record material quantity. Call mat. qty calculation

    Stop heating and slow Signature: Smith

    Due to an error...

    Curr. positionComments

    PI sheet Edit Goto Extras ...

    Comment sheet

    Due to an error...

    Comment

    Create

    Isreported

    to

    Display/change

    Comment sheet

    General

    Comment message

    Date: 08/19/94

    Time: 12:00:00

    Text: "Due to ...

    Order: Paste01

    Operation: 1010

    Phase: 0020

    If unplanned events occur when processing a step in the PI sheet, you can enter a commentcontaining further explanations of the events and their effects. When creating the comment, you must

    assign it to the corresponding control instruction.

    Once the comment has been created, the system generates a process message of category

    PI_COMM. Like all other input values, you can report this comment, by either choosing the menu

    optionReport data or by signing the corresponding process step. Process management sends

    comment messages to the process message record.

    In the PI sheet, the first words of the comment are displayed as a short text next to the corresponding

    control instruction. By double-clicking the short text, you can display the entire comment on a detail

    screen. You can change the text if it has not yet been reported.

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    0.8

    SAP AG 1999

    Concepts of Process Mangement: Unit Summary (I)

    Process management coordinates the transfer of

    data between the R/3 System and the process

    control level.

    Due to its flexible structure, process management

    can be linked to automated, partially automated,

    and manually operated lines.

    After a process order has been released for

    production, the process instructions maintained inthe process order are grouped into control

    recipes.

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    0.8.3 Solutions

    Unit: Concepts of Process Management

    Topic: Process Instructions, Control Recipes, and Process

    Messages

    1-1 For information on process instructions refer to the page Creating Control Recipes

    (I) in your participant handbook.

    1-2 For information on control recipes refer to the page Creating Control Recipes (I) in

    your participant handbook.

    1-3 For information on control recipe destinations refer to the page Creating Control

    Recipes (I) in your participant handbook.

    1-4 LogisticsProduction - ProcessMaster DataMaster RecipesRecipe

    and Material ListDisplay

    Recipe group: T-RC9##

    1-4-1 ChooseEnter. The operation overview appears. Control recipe destination

    FE has been assigned to the phases of the recipe.

    1-4-2 Double-click phase number 110 and choose theProcess instructions tab.

    The following process instruction has been assigned to the phase:

    PI ProcInstCat Type Description

    0010 INSTR 1 Control instruction with note

    ChooseBack.

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    1-4-3 Double-click control recipe destination FE on the operation overview.

    Type: 1 "Control recipe transfer to R/3 PI sheet"

    InstCat Position

    Sequence

    GenScope

    Filter

    Description

    SEQDEF 05

    01

    05

    At the start of a phase

    For all predecessors

    No filter

    PHTEXT 05

    02

    00

    At the start of a phase

    Only one process instruction

    No filter

    FE_PHSTS 05

    03

    00

    At the start of a phase

    Only one process instruction

    No filter

    FE_CONS 06

    01

    01

    At the finish of a phase

    For all reservations

    No filter

    FE_PHSTE 06

    0200

    At the finish of a phase

    Only one process instruction

    No filter

    ChooseExittwice.

    1-5 Logistics Production - Process Process Order Process order Create With material

    Material no.: T-FF9##

    Production plant: 1100Process order type: PI01

    ChooseEnter. The Create Process Order: Header - General Data screen appears.

    Enter the following data:

    Total qty: 1000 L (liters)

    Start: Today

    ChooseEnter. The system copies master recipe T-RC9##, schedules and releases

    the order, and creates the control recipe.

    Save your order and write down the order number.

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    1-10 For information on message destinations, refer to the page Types of Message

    Destination in your participant handbook.

    1-11 For information on the business transactions, refer to the pageMessage Categories

    in the Standard System in your participant handbook.

    1-12 Logistics Production - Process Process Management Message Message monitor

    Plant: 1100

    Process order: Order number

    ChooseEnter.

    Double-click the message you want to display in the message monitor.

    Process message category PI_PHST

    Message characteristics Characteristic values

    PPPI_PROCESS_ORDER Order number

    PPPI_EVENT_DATE Date of event

    PPPI_EVENT_TIME Time of event

    PPPI_PHASE 0110

    PPPI_SIGNATURE Your user

    PPPI_PHASE_STATUS Start

    ChooseBackand repeat the procedure for the other three message categories.

    Process message category PI_CONS

    Message characteristics Characteristic values

    PPPI_PROCESS_ORDER Order number

    PPPI_EVENT_DATE Date of eventPPPI_EVENT_TIME Time of event

    PPPI_MATERIAL T-RF7##

    PPPI_MATERIAL_CONSUMED Material quantity withdrawn according

    to your entry in the PI sheet

    PPPI_UNIT_OF_MEASURE L (liter)

    PPPI_STORAGE_LOCATION 0002

    PPPI_RESERVATION_ITEM Reservation item

    PPPI_RESERVATION Reservation number

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    1-15 Logistics Production - Process Process order Display

    Process order: Order number

    1-15-1 Choose Operations.

    Double-click the System status field for phase 110.

    CRCR Control recipe created

    MCNF Manually confirmed

    PCNF Partially confirmed

    PRST Processing started

    REL Released

    ChooseBack.

    1-15-2 Double-click phase number 110 on the operation overview.

    Choose theDates tab.

    The start date (date and time) was updated for the phase. The confirmed

    dates are identical to the message characteristics PPPI_EVENT_DATE and

    PPPI_EVENT_TIME for the first message of message category PI_PHST

    (see exercise 1-12).

    1-15-3 Choose the Qty/activities tab.

    No activities have been determined yet since you have only reported the

    phase start.

    1-15-4 Choose theMaterials listicon.

    Double-click the item numbers for the corresponding material components:

    T-RF7## and T-RF9##.

    The quantities withdrawn for the two materials were updated. The quantities

    withdrawn are identical to the values for characteristicsPPPI_MATERIAL_CONSUMED for the messages of message category

    PI_CONS. Refer to exercise 1-12.

    ChooseBack.

    ChooseExit.

    ChooseBack.

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    Solutions

    Unit: Concepts of Process Management

    Topic: Elements of PI Sheets

    OPTIONAL EXERCISES

    3-1 For information on process instructions for PI sheets, refer to the pageProcess

    Instruction Types for PI Sheets in your participant handbook.

    3-2 For information on PI sheets, refer to the pagePI Sheets:Process InstructionTypesand the subsequent pages in your participant handbook.