sap pm overview clean

8/12/2019 SAP PM Overview Clean

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SAP Plant Maintenance Module Overview


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Agenda

Introductions

PM Module Structure

Customer Service Module

SAP Integration

PM Module Implementation

Questions, Discussion, Follow Up Actions

Appendix ! SAP Screen Captures "ver #$%&'


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Plant Maintenance Module Structure


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R/3R/3Client / ServerClient / Server

ABAP/4ABAP/4

FIFIFinancialFinancial

AccountingAccounting

COCOControllingControlling

AMAMFixed AssetsFixed Assets

Mgmt.Mgmt.

PSPSProectProectS!stemS!stem

"F"F"or#$lo%"or#$lo%

ISISIndustr!Industr!SolutionsSolutions

MMMMMaterialsMaterials

Mgmt.Mgmt.

&R&R&uman&umanResourcesResources

S'S'Sales (Sales (

'istri)ution'istri)ution

PPPPProductionProduction

PlanningPlanning

*M*M*ualit!*ualit!Mgmt.Mgmt.

PMPMPlantPlant

MaintenanceMaintenance

SAP Database Integration


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SAP Data Structure

Con(iguration

Implement Design Decisions

)er* +imited Access

est Across all Modules

Ca$ -.. PM con(iguration nodes

Master Data

/0uipment 1 Functional +ocations

Materials

)endors

Personnel

+imited Access

ransactional Data

/ntered &* personnel doing t2e wor3

Single /ntr*


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Key Benefits of SAP Plant Maintenance Module

4ecords 5istor* to +ocation and /0uipment

Captures all Costs (or a 6or3 Order

Direct +in3 to Store room "M4O'

Direct +in3 to Purc2asing

A&ilit* to C2ec3 (or /0uipment Spares

A&ilit* to )iew 6or3 +oad Capacities

Allows (or Maintenance 4eporting

Allows (or Comparison o( Planned and Actual Costs

+in3s /0uipment to Plant +ocations

rac3s and Sc2edules Preventive Maintenance

Allows Sc2eduling o( S2utdowns 1 urnarounds


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Master Data

/0uipment

Master

Functional +ocation

as3 +ist

7ill o( Materials

6or3center

Classi(ication

SAP PM Organi8ational /lements

6or3 Order

Management

9oti(ication

6or3

Order

Planning

Sc2eduling

: /xecution

4eport

+a&or

Material

Ac0uisition

4eport

5istor*

Preventive

MaintenanceMaintenancePlans and

ItemsStrateg*

Sc2eduling

Planner ;roup

Measurements


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Technical Object - Is It An Eui!"ent # $unctional %ocation or Material&

/0uipment Can Move From Place o Place

Can 7e Used For )arious Functions

9eed o rac3 +ocation 5istor*

5as Manu(acturer 1 Model Details

Functional +ocation

C2anges In(re0uentl*

5as a De(ined Structural 5ierarc2*

Used o +ocate 6it2in Organi8ation

Material

Interc2angea&ilit*

Usage rac3ed &* Serial 9um&er


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Master Data


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O&=ectsO&=ects

Documents1Documents1

drawingsdrawings

Partners1customerPartners1customer

contactcontact

personspersons

+ocation+ocation

Classi(icationClassi(ication

Multi>lingualMulti>lingual

textstexts

UsageUsage

+i(e rail+i(e rail

Con(igurationCon(iguration

CountersCounters

-- ?? @@

PressurePressure

..

-.-.

?.?.#.#.

@.@.

%.%.

..

B.B.

Location A

Location B

xx

xx

x

x

x

ServiceService

organi8ationorgani8ation

ec2nicalec2nical

Technical Object Master Data - Eui!"ent


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Site

+ocation

5ierarc2*

Plant

5ierarc2*

Compan*

/0uip$ *pe

Uni0ue ID 9um&er

Detailed

5ierarc2*

RA-TWK-120-BOILER1-PUMP-012

/0uip$ +ocation

Department

Technical Object Master Data ' $unctional %ocation ' Eui!"ent Based


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Site

+ocation

5ierarc2*

Plant

5ierarc2*

Compan*

Cu&ical

Item

Detailed

5ierarc2*

RA-TWK-005-501-501A6-Printer

4oom

7uilding

Technical Object Master Data ' $unctional %ocation ' %ocation Based


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Process

Process

5ierarc2*

Su&>Process

5ierarc2*

Compan*

Unit Operation

Item

Detailed

5ierarc2*

RA-SULF-3-301A-DRY-PIT301M3

P:ID Diagram

Processing Step

Technical Object Master Data ' $unctional %ocation ' P(ID Based


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Install an Eui!"ent in a $unctional %ocation

One or more pieces o( e0uipment can &e installed in a (unctional

location

/0uipment in2erits location &ased data w2en installed

4oom

Operating department

C2arge codes

4esponsi&le maintenance team

Movement 2istor* &etween (unctional locations recorded


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F+OC +ower

Functional +ocation

5ierarc2*

/0uipment

5ierarc2*

F+OC Upper

Assem&l*

Materials

Materials

5ierarc2*

Su& /0uipment

/0uipment

)o"bined $unctional %ocation# Eui!"ent# Materials *ierarchy


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6or3 Is

Identi(ied

9oti(ication Made7* Customer

6or3 Order Is

Created 7* 2e6or3 Center Or

Mec2anic

4ecord

62at

6as Done

Maintenance

C*cle

+or, Order Processing


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otification .ersus +or, Order

9oti(ication

6or3 4e0uest

Captures Damage and 4epair 5istor* "using standard codes'

4ecords Downtime 5istor*

6or3 Order

Sc2eduling and Planning

Captures Cost 5istor* "+a&or : Materials'

4ecords Personnel 5istor*

Data is Arc2ived Periodicall*


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6or3 Order Processing


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Turnaround Scheduling Techniues

Assign Orders to a 4evision

9etwor3 PM Orders Operations

Pro=ect S*stems 6or3 7rea3down Structure

Pro=ect S*stems 9etwor3 and Activities

/xport1Import 67S to /xternal Pro=ect

Management ool "Primavera, MS Pro=ect'


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+arranty $unctionality

Customer or )endor 6arranties

ime 7ased, Condition 7ased "mileage' or 7ot2

Pop>up dialog &ox i( e0uipment is under

warrant* w2en doing repairs$


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+or, )learance Manage"ent

+oc3 Out 1 ag Out Functionalit*

Pre De(ine +ist o( +O 1 O Points

/nter transaction in SAP w2enE

/0uipment is read* (or +O1O

/0uipment 2as &een +O1O

/0uipment is read* to &e put &ac3 in service

/0uipment is &ac3 in service

4ed 1 ellow 1 ;reen 5eads Up Displa*

Created (or nuclear power industr*

Preventive Maintenance


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Maintenance Strateg!

Tie B!"e# $r %$&nter B!"e#Li"t $' A(!i)!*)e Fre+&en,ie" .!,/!e"%!)) $ri$n PMI $r#er ,re!te# *e'$re #&e #!teS4i't F!,t$r )!te ,$.)eti$n #e)!" net PMI

+as# ,istLi"t $' O.er!ti$n"

E"ti!te# D&r!ti$n $' 7 $*Re+&ire# P!rt"Fre+&en,ie" .!,/!e"Str!te

Fre+&en,O.ti$n"

Maintenance Item

E+&i.ent 8&*erT!"/ Li"tStr!te

Maintenance Plan9r$&. Ite" T$et4er

%!)) $ri$nS4i't F!,t$rM!inten!n,e IteStr!te

Sc-edule PlanSt!rt P)!nRe",4e#&)e P)!nIe#i!te %!))

M!n&!) %!))

%re!te PMI W$r/$r#er

'e$ault Call&orion (S-i$t Factor

e e t e a te a ce


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Customer Service Module


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)usto"er Ser.ice Module

Maintain Customer1Client /0uipment

Similar Functionalit* as Plant Maintenance Module

Increased Sales and Distri&ution Module Integration

Call Center Functionalit*

Uses Same Personnel as PM Module

Pro(ita&ilit* Anal*sis


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SAP Integration


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Effects of Integration on I"!le"entation and Maintenance of Syste"

Integrated pro=ect plan wit2 ot2er SAP modules

C2anges in PM Con(iguration A((ect Ot2er Modules 4egression testing o( all modules Ot2er modules a((ect PM

Corporate wide c2ange control procedures

Corporate maintenance o( 2ardware 1 so(tware

)isi&ilit* o( PM details to corporate organi8ation

Integration vs$ 7est o( 7reed Inter(aces (or data trans(er not re0uired SAP corporate sta&ilit* Continued so(tware development American SAP Users ;roup "ASU;'

+imited a&ilit* to modi(* &e*ond &uilt In con(iguration Customer exits &uilt into man* screens Additional ta&les can &e &uilt

A7AP and ta&le modi(ications strongl* discouraged

Integration Points


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g

FI1CO > Accounting

General Ledger Codes

Cost Centers

Activity y!es

Co"!any Codes

#lant Codes$ettle"ent %&les

$ettle"ent Codes

Cost %e!orts

'&dgeting

Accr&als

(nvoice )eri*ication

Acco&nts #aya+le

AM > Asset Management

Asset ,asters

Lin-ed to ./&i!"ent

54 > 5uman 4esources

."!loyee &"+ers

$ta**ing rganiational de!art"entorganiational &nit !osition etc

Lost i"e vacation sic-ness etc

#ayroll

$-ills and &ali*ication

raining

CA$ cross a!!lication ti"eseet

$i*t $ced&les

PS > Pro=ect S*stem

#roect &"+ers

'$ :or- +rea-do:n str&ct&re

$ced&le Large #roects;&rn Aro&nds

Ca!ital .

(nvest"ent ,anage"ent '&dgeting

Assets =nder Constr&ction

MM > Material Management

#&rcase %e/&isitions;rders

#&rcase A!!roval

&tline Agree"ents service contracts

%eceiving)endor ,asters

e'&siness

.

rans!ort rders

%estoc-ing ,%#

%ota+les;%e!aira+les

ooling

Integration Points


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g

PP > Production Planning

#rod&ction #ersonnel doing

,aintenance tas-s

Cross A!!lication i"e $eet

?o:nti"e $ced&ling *or

#rod&ction ./&i!"ent&rnaro&nd $ced&ling

#rod&ction ooling $et&!

QM ! Qualit* Management

#&rcase (ns!ections

(nstr&"ent Cali+rations

ooling Cali+rations

Data 6are2ouse

?ata .

4 e l a t i o n s 2 i p & e t w e e n P l a n t M a i n t e n a n c e a n d F I 1 C O


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F I 1 C O

C o s t C e n t e r

G P r o d u c i n g G

A c t i v i t *

, * p e s

#ayroll

'ene*its

1ver7ead4etc>

P l a n t M a i n t e n a n c e

&

nctionalLocation$tr&ct&re

ClassandC7aracteristics

9or-Center

#lannerGro&!

Co

stCenter3:7o!ays*orre!air5

ClassandC7aracteristics

,an&*act&rer

,odel

& n c t i o n a l

L o c a t i o n

. / & i ! " e n t

, a s t e r

6 o r 3 C e n t e r

6 o r 3 O r d e r

D D

D D

) a l & e C a t e g o r ie sL a + o r 4 ( n t e r n a l >> > > > > > g r o & ! o * G L s

L a + o r 4 . < t e r n a l> >> > > > g r o & ! o * G L s

, a t e r ia l 4 ( n t e r n a l >> > > g r o & ! o * G L s

, a t e r ia l 4 . < t e r n a l > >> g r o & ! o * G L s, i s c > > > > >> > >> > >> > >> > >> > > > >> g r o & ! o * G L s

:;r < L!*$r $&r"

P u r c 2 a s e O r d e r s g l A s ! a r e ! a r t s g l A s & ! ! l i e s g l A c o n t r a c t l a + o r g l A > > > > > >

M a t e r i a l s

3 , , 5 g l A i n t e r n a l " a t e r i a l

S e t t l e m e n t

3 $ e t t l e " e n t r & l ei s d e * a & l t e d + & tc a n + e c 7 a n g e d 5

F I 1 C O

P S

C o s t C e n t e r

G 4 e c e i v i n g G

g lA c t iv i t y t y ! e s e t c >

6 7 S

P r o = e c t

I n t e r n a l

O r d e r s

O t 2 e r s

g l

A c t iv i t y t y ! e s e t c >


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PM Module Implementation


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Ty!ical Project Stages

Scope De(inition

7lue Print P2ase or-so!s (n*or"ation disse"ination and decision "a-ing lo: Carting #rocesses '&siness #rocess ?escri!tions

4eali8ation P2ase

Con*ig&ration $cri!t :riting esting $ec&rity and role develo!"ent (n*rastr&ct&re Cange ,anage"ent

raining

;o +ive ?ata Load C&tover =ser $&!!ort


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I"!le"entation Tea"

Management Steering CommitteeFull ime eam Mem&ers

ecnical +ect $tr&ct&ring ; ?ata Clean&! ; Loading or-order #rocessing #reventive ,aintenance ,% ,aterials $tr&ct&ring ; ?ata Clean&! ; Loading

Part ime eam Mem&ers ./&i!"ent .ngineering ,aintenance $ced&ler raining Cange ,anage"ent

SAP Pro=ect Personnel $ec&rity A'A# 'atc Eo+s

ecnical (n*rastr&ct&re %egression esting

SAP Plant Maintenance ConsultantsData Conversion eam ! Legacy $yste" ?o:nload ield $&rveyClean =! ?ata Load

Part time A7AP programmer ! $o! !a!ers design c&sto"&!load !rogra"s c&sto" re!orts>


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Ty!ical MS Project Plan


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SAP Infrastructure

Sand&ox client (or concept testing

Development client (or integration and unittesting

Qualit* assurance client (or s*stem testing andc2ange control

raining client (or training exercises

Production client

Production &ac3up client


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Data )on.ersion

+egac* s*stem download

Determination o( data to &e captured in SAP and mapping toSAP Fields

Develop SAP classes and c2aracteristics

Field veri(ication o( data

4ecords room supplement o( legac* data

Data cleanup "MS Access'

Data upload testing and veri(ication

Data upload to production

Using SAP (unctionalit*

Using custom upload programs

Using t2ird part* scripting program


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Data )on.ersion /!load $lo0chart

L$,!ti$n"

P#n W%"

AB% In#=

%$. Are!

E.)$eeRe,$r#"

MRO M!"ter"

FLO%"

E+&i.

BOM"

TL L$n TetFi)e"

Str!teie">

P!,/!e"

T!"/ Li"t"

Ite"

P)!n"St Bin"

M!"ter D!t!

P)!n= 9."

?en#$r"

P&r,4= In'$

PM W$r/ %ntr"

MRO Pri,e"

MRO St$,/St!t&"

8&*erR!ne"

%4!r!,teri"ti," E@ %)!""e"

E@ %4 ?!)&e"

E+ T.e"

Me!"&rin Pt"

%$n'i

A,ti(it T.e"

WO B!t,4Sett)eent

PMO D!teM$nit$rin

WO B&"ine""%$.)eti$n

%!te$r S&* %!t

T!*)e

Pr$'it

%enter"

A,ti(it P)!nnin


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De.elo! 1ole Based Security Profiles

7* de(ault SAP allows no access to transactions1screens$

Implementation team develops lists o( transactions re0uired (or eac2

=o& role$

Multiple =o& roles can &e assigned to individual user IDs

Additional securit* can &e de(ined &* plant code, e0uipment o&=ect

t*pe, wor3 order t*pe, etc$

Securit* testing covers &ot2 allowed and un>allowed transactions


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Key Design Points

Plant Structure

,odels yo&r cor!orate and "aintenance str&ct&re

Functional +ocation Structure Location +ased or !rocess +ased !rod&ction and engineering in!&t also

/0uipment

%e/&ire"ents to +e a !iece o* e/&i!"entF !&rcase cost istory trac-ing

6or3center Structure

Cra*t +ased sel* directed :or- tea"s !lanner gro&!s

as3 +ists

./&i!"ent or &nctional Location "&ltio!eration "&lti!ac-age

Maintenance Plans $ingle or "&lti ite"s !er !lan ti"e +ased or e/ +ased

M4O Items

$earcing strategy ,%# y!es

Data +oading

Legacy $yste"s rans*er #rogra""ed &!loads or "an&al c&tover ti"ing


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SAP Training )ourses

PM Overview ! @ da*s

Structuring and Managing ec2nical O&=ects ! ? da*sPreventive Maintenance and Service ! ? da*sMaintenance Processing ! Operational Functions ! ? da*s

Maintenance Processing ! Controlling Functions ! ? da*s

6or3 Clearance Management ! ? da*s

Document Management ! ? da*sClassi(ication ! ? da*s

Cross Application ime S2eet ! - da*s


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Questions, Discussion, Follow Up Actions


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Appendix E PM Module Screen Captures


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SAP PM Menu

$ ti l % ti St t


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$unctional %ocation Structure

E i t M t 1 d 2 l T b


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Eui!"ent Master 1ecord - 2eneral Tab

Eui!"ent Master 1ecord Organi3ation Tab


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Eui!"ent Master 1ecord ' Organi3ation Tab

)lassification Assign Eui!"ent to )lass


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)lassification ' Assign Eui!"ent to )lass

)lasses - )haracteristics


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)lasses - )haracteristics

Measuring Points


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Measuring Points

+or, )enters


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+or, )enters

otification +or,


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1euest

otification '


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*istory 1ecording

+or, Order '

* d


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*eader

+or,order '

O ti %i t


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O!erations %ist

+or,order '

)o"!letion


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)o"!letion

)onfir"ation

+or,order '

t , %i ,


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et0or, %in,age

%ist Edit

S h S


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Search Screen

' +or, Orders

%ist Edit

1esults


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-1esults

%ist Edit

1esults


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-1esults

)usto"i3ation

Multi-%e.el %ist Edit

S l ti S


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-Selection Screen

Multi %e.el %ist Edit

- 1esults Screen


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1esults Screen

)a!acity Planning

- Menu O!tions


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Menu O!tions

1e!orting Syste" - Selection


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1e!orting Syste" - 1esults


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Tas, %ist

- *eader Screen


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)reate Tas, %ist

-O!eration 4ie0


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Maintenance Plans

- Single )ycle


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Maintenance Plans

- Single )ycle


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Additional Data

- Scheduling

)onfiguration

Menu


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)onfiguration ode


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