[

An ETO Solution with Project Systems

at Greenheck [2807]
Melissa Zabrowski The Greenheck Group

[ Darrel Before SAP and Project Systems

<picture of a sad-faced Darrel will be added later>

Real Experience. Real Advantage.

[ The Greenheck Group Family of Products

Innovent
Air Handling Equipment

Real Experience. Real Advantage.

[ Overview of Innovent
Manufacturing operations in Minneapolis, MN and Rocklin, CA
Products are large air handling units
Business is primarily Engineer-To-Order (ETO)

Real Experience. Real Advantage.

[ Rigging of a Sectionalized Air Handling Unit

Real Experience. Real Advantage.

[ Innovent Highly Configurable & Engineered

90% ETO
Relatively low
volume of orders
Very configurable

Real Experience. Real Advantage.

[ Learning Points
Project Systems can help an ETO business
Integration & Automation
Variant Configuration
Sales &
Distribution

Production
Planning

Material
Management

VC
PP
MM
PS

Project
Systems
Real Experience. Real Advantage.

SD

ECC6

Human
Resources

HR
FI CO

Controlling
Financials
7

[ Innovent Before SAP & Project Systems

Manufacturing
MRP
Inventory control
Purchasing
Costing
Engineering
Sales
Customers

Real Experience. Real Advantage.

[ SAP & Project Systems Implementation

May 2010 Project Started
March 2011 Project Completed
Implement an Order-To-Cash System

Real Experience. Real Advantage.

[ Innovents Requirements for SAP & Project Systems

MRP
Inventory control

Timely purchasing
Costing
Manage engineering time
Communication to customer
Real Experience. Real Advantage.

10

[ SAP Project Systems Solution

A Project for each Sales Order
WBS Structure and a Network

Schedule engineering time

Production & Purchase
Orders
Roll-up all costs of the job

Real Experience. Real Advantage.

11

[ Project Systems Terminology

Project

Network

Real Experience. Real Advantage.

WBS

Activity
12

[ System Flow

Sales Order

BOM

Project

Requirements

Project Manager

Real Experience. Real Advantage.

13

[ System Flow (continued)

Activities

Create Orders

Mfg & Shipping

Costing
Real Experience. Real Advantage.

14

[ Sales Order Using VC to Create Project

Assembly Processing

Real Experience. Real Advantage.

15

[ Sales Order Using VC to Create Project

Line item characteristics define unique configuration

Real Experience. Real Advantage.

16

[ Sales Order Using VC to Create Project

Remove delivery block - create a Network & WBS Structure
Line item is linked to a WBS Element

Real Experience. Real Advantage.

17

[ Sales Order Using VC to Create Project

Networks Must Finish By date = Requested Delivery Date
Line item has a link to the Network

Real Experience. Real Advantage.

18

[ System Flow

Sales Order

BOM

Project

Requirements

Project Manager

Real Experience. Real Advantage.

19

[ A Project is Created
WBS Structure track costs
Network schedule activities

Must Finish On date based on customers request date

If the request date is not possible, the Network will use the
earliest date that is possible
Real Experience. Real Advantage.

20

[ A Project is Created

Real Experience. Real Advantage.

21

[ WBS Elements

Real Experience. Real Advantage.

22

[ Network with Activities

Real Experience. Real Advantage.

23

[ Activity Basic Data

Real Experience. Real Advantage.

24

[ Activity Start and Finish Dates

Real Experience. Real Advantage.

25

[ System Flow

Sales Order

BOM

Project

Requirements

Project Manager

Real Experience. Real Advantage.

26

[ Generate Requirements - MRP

Purchase Requisitions
Planned Orders

Real Experience. Real Advantage.

27

[ System Flow

Sales Order

BOM

Project

Requirements

Project Manager

Real Experience. Real Advantage.

28

[ Project Manager
Tweak/Approve the project

Monitor the Project through its lifecycle

Real Experience. Real Advantage.

29

[ Activity Assign People

Real Experience. Real Advantage.

30

[ System Flow
Activities

Create Orders

Mfg & Shipping

Costing
Real Experience. Real Advantage.

31

[ Activity Confirmations
Complete an activity
Actual work time

Real Experience. Real Advantage.

32

[ System Flow
Activities

Create Orders

Mfg & Shipping

Costing
Real Experience. Real Advantage.

33

[ Converting Requirements
Long lead time items

Scheduling
Purchasing

Real Experience. Real Advantage.

34

[ System Flow
Activities

Create Orders

Mfg & Shipping

Costing
Real Experience. Real Advantage.

35

[ Manufacturing & Shipping Activities

Production Order dates

Purchase Order dates
Manufacturing costs
Confirming Shipping activity

Real Experience. Real Advantage.

36

[ System Flow
Activities

Create Orders

Mfg & Shipping

Costing
Real Experience. Real Advantage.

37

[ Project Accountant
TECO the Network
Close the Project
Costing activities
Project Versions
As-Quoted
As-Designed
As-Built costs

Overhead costs
Project settlement

Real Experience. Real Advantage.

38

[ Roll-up of Costs

Real Experience. Real Advantage.

39

[ Key Results

Manufacturing
MRP
Inventory control
Purchasing
Costing
Engineers
Sales
Customers

Real Experience. Real Advantage.

40

[ Darrel After SAP and Project Systems

<picture of a happy faced Darrel will be added later>

Real Experience. Real Advantage.

41

[ Best Practices
Dedicated Implementation and Super User team
Dedicated Project Manager

Keep network templates

up to date
Keep other modules in mind.
TEST, TEST,

Real Experience. Real Advantage.

TEST!!
42

[ Key Learnings
Define processes
Workflow
Integration Testing

Real Experience. Real Advantage.

43

Thank you for participating.

Please remember to complete and return your
evaluation form following this session.
For ongoing education on this area of focus, visit the
Year-Round Community page at www.asug.com/yrc

SESSION CODE:
2807

Melissa Zabrowski
melissa.zabrowski@greenheck.com
Real Experience. Real Advantage.

44