Process Names: Pre Sales Engineering Process: End User Training Manual

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End User Training Manual
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SAP – Engineering
Process Names: Pre Sales Engineering Process,

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Process No: TRF/O2C/3.1 to 3.6
Control Copy No: TRF/O2C/3.1 to 3.6/
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Doc Version Description Prepared by Date Reviewed by Approved by
00 Original Palani Dorai 24.12.2009
Project: MISSION SURE
Introduction
Enterprise Plant maintenance process in TRF has the following business processes.
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For each of the above processes, there are separate End User Training Manuals are
available
This End user Training manual covers from sl. no. 1 to sl. no. 7 of the above list, that
is all the above processes and their sub-processes
TRF/O2C/3.1 to 3.6 +%))
Page 2 of 110
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for
SAP – Engineering
Process Name: Pre Sales Engineering Process
Process No: TRF/O2C/3.1
Control Copy No: TRF/O2C/3.1/
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Purpose
• The pre Sales Engineering process deals with receipt of an enquiry from the market by the
Engineering department and then assignment of a design engineer responsible to deal with this
enquiry.
• The design engineer get in touch with the marketing department for further clarifications and if
required visits the site as and when required to collect the required details for the enquiry
• The Engineering department gives the technical input to the marketing department for preparing
the quotation
• The job description, with dates and duration of the time to be spent for this enquiry along with the
enquiry number and the name of the assigned concern engineer are stored in the SAP system.
• Following this way, we can get a report which contains how much engineering efforts has been
given for enquiry only.
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Procedural Steps
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Menu Path
To access VA13 –Display of Inquiry, use the following menu path
SAP Easy Access > SAP menu > Logistics > Sales and Distribution > Sales >
Inquiry > VA13 - Display
Transaction Code
VA13
Procedure
Enter the Transaction code VA13 in the command field (as shown in the below
screen)
Or go as per the navigation shown below and click VA13 - Display
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Press <Enter> or click on the check mark icon in the top left side corner of the
Screen, the following screen will appear
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Key-in the inquiry number in the above screen (as shown) and
Click on the check mark icon in the top left side corner of the screen,
the following screen will appear
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End of document on T-code VA13
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Procedural Steps
Menu Path
To access YE01 - Project Builder Screen, use the following menu path
SAP Easy Access -> in command line key-in YE01
Transaction Code
YE01
Procedure
Enter the Transaction code YE01 in the command field (as shown in the below
screen)
Press <Enter> or key, the following screen will appear
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Select and double click on the “BMHE Engineering (For Enquiry)” as

shown above, the following screen appears.
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Exapnad
this node
Expand the node (refer above screen) to its lowest lecel as shown below
On the Basic data tab screen, if required key-in the following details
a) Person responsible (use drop down list)
b) Applicant No. (use drop down list)
for the above fields, the details of the drop down list will look as shown below.
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And
Select and click on the check mark button of the pop up window to get it populate in the fields
of the screen.
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Select (click once on the node) the Engineering Effort Enquiry node, and in the tab headings
changes on the RHS (refer screen below)
Click once on the date tab, the date tab screen details appear as shown below
To select the value for the ‘Start’ field, click on the drop down icon shown at the end of the
field, to get a drop down list as shown below.
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Select (click once) on the “Must Start on” value from the drop down list, so that it will
populate in the field (refer screen below.) and Also key-in a date in the next field.
The screen will look as shown below.
Click on the Long text tab, the following tab screen appears
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If required, key-in the textual matter here.
Click the save button and return back to the home screen or SAP easy access screen.
End of document on – ‘Pre Sales Engineering process’ (TRF/O2C/3.1)
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for
SAP – Engineering
Process Name: Internal R & D Process / Collaboration
Process No: TRF/O2C/3.1.1
Control Copy No: TRF/O2C/3.1.1/
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TRF/O2C/3.1 to 3.6 +%))
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Introduction
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Overview
Purpose
• The Internal R & D department studies the input received from the design engineer for the enquiry
which he has received from the marketing department, in order to make a decision on the internal
product development possibilities.
• They also do the field failure analysis using Nastran software and do the design calculation and
analysis
• They review the design with concern departments and then will give their engg. Input to the
marketing department to prepare the quotation.
• In case if the Internal R & D department is not able to do the product development internally, then
only a decision will be taken to go for Collaboration.
TRF/O2C/3.1 to 3.6 +%))
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End of document on – ‘Internal R & D process / Collaboration’ process (TRF/O2C/3.1.1)
TRF/O2C/3.1 to 3.6 +%))
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SAP – Engineering
Process Name: Sales Order view (VA03) and Engg. Drawing Master List
& Resource Planning (YE01)
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Introduction
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Overview
Purpose
• On receipt of confirmed order from the client, the marketing department releases a Sale Order
(SO).
• The Engineering department receives a SO from the Project Management department or from the
OED or from the Contracts department.
• The design head considers the load summary of on hand jobs of design co-ordinators / concern
engineers and then decides and allocates either the full SO or the SO line items to a design co-
ordinator / concern engineer.
• The design co-ordinators / concern engineer take a note of the SO details and plan for the start
and end dates of the project.
• They prepares the MDL (Master Drawing list) to be used for the project, and also prepares a list of
new drawing to be made.
• They also prepares a project plan for the “engg drawing production plan”.
TRF/O2C/3.1 to 3.6 +%))
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1. Displaying a Sale Order – Transaction Code VA03
Procedural Steps
Purpose
• To view and know
a) The Sale Order details and
b) To go through the documents that are attached with the Sale Order
Transaction Code
VA03
Procedure
Enter the Transaction code VA03 in the command field as shown in the screen
below
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On the above ‘Display Sales Order: Initial Screen” (transaction VA03),
Click on the ‘drop down’ icon which appears at the end of the ‘’Order’ field as shown here
Click on
this ‘drop
down’ icon
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the following screen search window appears.
In the above search window, click on the ‘Start Search’ icon, the following screen appears,
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From the above Sales Document list, select the required Sale order, and click the ‘check
mark’ , the value selected SO Number will get populated in this ‘Order’ field..
For example, let us assume that we have selected a SO No 2009. It will get populated as
shown below.
Once the SO is selected and get it entered in to the ‘Order’ field, In order to display the details
of the SO click on the check mark icon in the top left side corner of the Screen,
the following screen will appear
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In the above screen select the Material No (click once on the material no, refer screen below)
And then, click on the ‘Extras, and in the Extras Menu that appears, click once on the ‘Documents’
option. (refer screen shown below)
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When we click on the Documents option, the following ‘Sales – Link document’ window
appears
In the above ‘Sales – Link to Document’ window, select a document (click once on the
document no, let us say on 2010000000001), and then click on the display icon
available at the bottom of this window.
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The details of the document no 2010000000001 that is attached for this material
5000000002 mentioned in the sale order (as shown in the above screen) will be displayed as
shown in the screen below.
Similarly, the other document attached for this sale order also can be displayed and seen.
Thus the design co-ordinator / concern engineer can view and know the details of a Sale
Order Using T-code VA03.
To close the ‘Sale – link to Document’ window click on the
check mark at the top right corner of the window, to return to Sale order
display Screen.
To come out of the Display Sale Order screen, click on the left side arrow icon of
the Sale Order, and again click the left side arrow icon to return back to the SAP
Easy Access screen (this is the home screen from where we have started the VA03
transaction).
End of document on T-code VA03
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2. To Create the Drawing & Document list - Transaction Code YE01
Purpose
• To create the Drawing & Document List, which consists of
a) Master Drawing list (MDL) and
b) New Drawing List
Transaction Code
YE01
Procedure
Enter the Transaction code YE01 in the command field as shown in the screen
below
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In the above Project Builder Screen, click on the Templates push button,
The following Project Builder screen appears.
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To create a Project Template, select and copy one of the standard templates available.
a) For our example, navigate to

Standard Templates > Standard project Definition > Select (single click on)
“P&Y Engineering Profile” template
b) Double click on the “P&Y Engineering Profile” template
c) The following Create Project window appears
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Key-in the required details in the following fields

Project definition field
Description field and
Start (date) field (refer below screen).
After key-in the details in the fields, click ‘enter key’ or click on the right mark, that is, ‘create
project’ icon at the bottom of the create project window.
The following screen appears.
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Since our purpose here is to create only the MDL & New Drawing List, in the above screen
collapse all other nodes (like Mechanical, Electrical, Structural etc.,) except the Drawing and
Document List node (as shown in screen below) under which we will be creating the MDL
and New drawing list details.
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Position the cursor on the vertical line and move the identification column to the right side, so
that all the details of project structure: Description and the Identification are visible clearly as
shown in below screen)
In the above screen double click on the Master Drawing List to get the following screen.
We can notice on the right hand side, under the “identification and View Selection” portion of
the screen the field values and the tab headings are changed.
Just note the activity field, the text is changed to ‘Master Drawing list’
Click once on the ‘Long text’ tab, the ‘Long text tab screen details appear as shown below.
Facility is available in this screen to key in brief details about the project.
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Brief details about the project can be keyed-in in the above Long text tab screen.(refer
screen below)
Click on the document overview icon, the following screen appears
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To create the MDL list, click once on the ‘Ty’ (means ‘Document type’) field,
the ‘drop down’ icon appears at the end of the field as shown. Click on
this ‘drop
Click on this icon to get the drop down list as shown below, down’ icon
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From the drop down list select the document type ‘EQD’ and click the right mark , icon at the
left top corner of the drop down list, to get the selected value populated in to field. (refer screen
below).
Similarly to get the value for the Document field, click once on the field, the drop down icon
appears at the end of the field, click on this drop down icon to get the document number search
window (as shown below)
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Click on the right mark icon at the bottom left corner of the document number window, a
drop down list appears as shown below. From this list select a document, it will populate in
the document field of the screen
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Press <enter> key or the right mark icon at the top left corner of the screen. The
other details of the document will get populated in the other fields of the same line. (refer
screen below)
Also we can note that this item appears under the Master Drawing list on the left side of the
screen.
Click on this item to see further down details (as shown below)
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As we have included one item under the MDL following the above steps, so also we can
create /include any no of document to build the MDL for the project.
To Attach New Drawings:

In the same way as we have created the Master Drawing List, now click on the New Drawing
list node, the screen will look as shown below.
Click on the details icon, the tab screens will appear as shown below
on the right hand side of the screen
To include documents under New Drawing list, follow the same procedure as we followed for
including documents under the MDL,
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Click on the date tab and continue the procedure till inclusion of a document under the New
Drawing list.
End of document for transactions VA03 and YE01
End of Training Manual on Engg Drawing master List & Resource Plan’ process
Document No: TRF/O2C/3.2 ( ))$ +%))
TRF/O2C/3.1 to 3.6 +%))
Page 44 of 110
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Process Name: Preparation of Engg Drg & BOM production program
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Page 45 of 110
Introduction
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Page 46 of 110
Overview
Purpose
• The Engg department takes the following as the input
a) Master Drawings List
b) New Drawings List
c) Project priorities from project management
d) Three months rolling production plan
and prepares the engineering drawing & Engineering BOM program or planning sheet when the
APL, detail drawings & BOM completed.
• They also prepare the weekly and monthly drawing production schedules and try to complete the
drawings as per the schedule.
TRF/O2C/3.1 to 3.6 +%))
Page 47 of 110
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Purpose
b) New Drawing List
Transaction Code
YE01
Procedure
below
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Click on Project > Open, as shown in the screen below
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The ‘Open Project’ window appears, and Click on the drop down icon of the Project
Definition field, the ‘Project Definition’ search window appears (as shown below)
Click on the check mark icon of the ‘Project Definition’ search window, a the drop
down list appears showing already created Project Descriptions, from which select the
project SOLCON as shown in the screen below.,
TRF/O2C/3.1 to 3.6 +%))
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The value selected (that is SOLCON’s ID) will get populated in to the ‘open project’ window
as shown below,
Click on the check mark of the ‘Open Project’ window, the following screen appears.
Since we have already created the “Bhusan Steel & Iron” project, in order to update details
in to this project, position the cursor on this project and double click on it.
The Project Structure: Description of “Bhusan Steel & Iron” project are shown as per
screen below
.Expand all the nodes of Mechanical, as shown below
TRF/O2C/3.1 to 3.6 +%))
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In order to attach all the mechanical calculation documents (made by the Design Co-
ordinator / Concern Engineer) in to this project , click once on the Mechanical Calculation
Sheet node, and the tab screens appears on the right hand side of screen as shown below
Click once on the date tab, the date tab screen details appear as shown below
TRF/O2C/3.1 to 3.6 +%))
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To select the value for the ‘Start’ field, click on the drop down icon shown at the end of the
field, to get a drop down list as shown below.
Select (click once) on the “Must Start on” value from the drop down list, so that it will
populate in the field (refer screen below.) and Also key-in a date in the next field.
The screen will look as shown below.
TRF/O2C/3.1 to 3.6 +%))
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Note: In all the business process activities of

Engineering, wherever the Dates tab Screen is
used for planning purpose, follow the above
procedure to populate values to the Dates tab
screen.
End of document on – ‘Preparation of Engg Drg & BOM production Program’ process (TRF/O2C/3,3)
TRF/O2C/3.1 to 3.6 +%))
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SAP – Engineering
Process Name: Preparation of GA (General Arrangement) Drawing
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TRF/O2C/3.1 to 3.6 +%))
Page 56 of 110
Introduction
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Page 57 of 110
Overview
Purpose
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Purpose
b) New Drawing List
Transaction Code
YE01
Procedure
below
Note: Follow the procedure specified in End user training manual

TRF/O2C/3.3 for “How to open a Project”
TRF/O2C/3.1 to 3.6 +%))
Page 61 of 110
screen below
Expand all the nodes of Mechanical, as shown below
In order to attach all the mechanical calculation documents (made by the Design Co-
ordinator / Concern Engineer) in to this project , click once on the Mechanical Calculation
Sheet node, and the tab screens appears on the right hand side of screen as shown below
TRF/O2C/3.1 to 3.6 +%))
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Brief details about the Machine Calculation Sheet can be keyed-in in the above Long text
tab screen.(refer screen below)
TRF/O2C/3.1 to 3.6 +%))
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For P&YE Engineering, Click on the user fields tab and key-in the Field key,
and General fields details as shown in the below screen,
Click on the document overview icon, the following screen appears
TRF/O2C/3.1 to 3.6 +%))
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To create the Machine Calculation list, click once on the ‘Ty’ (means ‘Document type’) field,
Note: The following note explains how to derive the document type for Engg requirements.
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In order to drive a Document type meant for P&YE division. For Mechanical department and for Drg &
Document type as Drawing, the document type will be derived as follows
P from the Division column to indicate P&YE division and
M from the Department column to indicate Mechanical department and
W from the Drg & Documents column to indicate Drawing
Hence the document type will be PMW.
Similarly we can derive other document types for other Engg requirements
the ‘drop down’ icon appears at the end of the field as shown. Click on
this ‘drop
Click on this icon to get the drop down list as shown below, down’ icon
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From the drop down list select the document type, for example ’PQD’ and click the right mark ,
icon at the left top corner of the drop down list, to get the selected value populated in to field. (refer
screen below). 3420000000001
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Similarly to get the value for the Document field, click once on the field, the drop down icon
appears at the end of the field, click on this drop down icon to get the document number search
window (as shown below)
Click on the right mark icon at the bottom left corner of the document number window, a
drop down list appears as shown below. From this list select a document, it will populate in
the document field of the screen
TRF/O2C/3.1 to 3.6 +%))
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Press <enter> key or the right mark icon at the top left corner of the screen. The other
details of the document will get populated in the other fields of the same line. (refer screen
below)
As we have included one item under the MDL following the above steps, so also we can
create /include any no of document to build the MDL for the project.
To attach Machine GA Drawing:

In the same way as we have created the Machine Calculation Sheet, now click on the
Machine GA Drawing node, the following screen appears.
Note: To attach Machine GA Drawing follow the above mentioned

procedure
Note: To include any drawings and documents, follow the same procedure as we followed
for including documents under the Machine Calculation Sheet.
End of document for transactions VA03 and YE01
End of document on – ‘Preparation of GA (General Arrangement) Drawing’ process (TRF/O2C/3.4)
TRF/O2C/3.1 to 3.6 +%))
Page 68 of 110
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Process Name: Preparation of Detail Drawing & BOM
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Page 69 of 110
Introduction
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Page 70 of 110
Overview
Purpose
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This training document consists of the sequence of steps for the following activities
1. Creation of APL in the SAP system.
2. Attachment of Material Specifications (MS) or Bought Out Specifications in the system
3. Attachment of Detail Drawings in the system
4. Creation of BOM details in the system
TRF/O2C/3.1 to 3.6 +%))
Page 71 of 110
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2) Preparation of BOM (T-code is CS01, SE38)
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Page 73 of 110
1. Creation of APL (Advance Procurement List) in the SAP system (for BMHE)
Procedural Steps
Purpose
• Creation of APL (Advance Procurement List) in the system
Transaction Code
YE01
Procedure
below
Note: Refer End User Training manual TRF/O2C/3.3 for “How to open
a Project”
TRF/O2C/3.1 to 3.6 +%))
Page 74 of 110
In the above screen, select and expand the node Preparation fully as shown below.
And then,
Click once on the “APL” (under which we would be creating all the Advance Procurement
List). All the relevant tab screens appear on the right hand side of the screen (shown below).
Click once on component overview icon, the following screen appears.
TRF/O2C/3.1 to 3.6 +%))
Page 75 of 110
Click once on the material field, a drop down licon appears at the end of the field, click tha drop down
icon to get the Material Number window, and click the check mark of that window to get thw drop
down list, as shown below.
TRF/O2C/3.1 to 3.6 +%))
Page 76 of 110
To select an item, double click on that item, for example we have selected an item with description
“NEOPRENE RUBBER 12 MM THK” and “Material No is 1100000001”. This item will get populated
in the material field of the screen as shown below..
Enter the required qty as 10, and then click on the check mark icon at the top left corner of the
screen.
TRF/O2C/3.1 to 3.6 +%))
Page 77 of 110
Just note that this item is now added under the APL node.
In this way we can build the Advance Procurement list.
Note: in APL, only individual items are listed, never a header item (which requires
explosion to get individual items) will be listed under an APL.
End of YE01 document
TRF/O2C/3.1 to 3.6 +%))
Page 78 of 110
2. Attachment of Material Specifications (MS) or Bought Out

Specifications in the system (for P&YE)
Procedural Steps
Purpose
• To attach the Material specification (MS) or Bought out Specifications in the system
Transaction Code
YE01
Procedure
below
Note: Refer End User Training manual TRF/O2C/3.3 for “How to open
a Project”
TRF/O2C/3.1 to 3.6 +%))
Page 79 of 110
Creation of MS (Material Specification)
In order to create the Material Specification, Expand fully the required node, for example let
us expand all the nodes of Mechanical fully as shown below
Click once on the “Bought out Specification for Mechanical” (under which we would be
creating all the MS (Material Specifications) details). All the relevant tab screens appear on
the right hand side of the screen as shown below.
TRF/O2C/3.1 to 3.6 +%))
Page 80 of 110
Brief details about the Bought out Specification for Mechanical can be keyed-in in the
above Long text tab screen.(refer screen below)
TRF/O2C/3.1 to 3.6 +%))
Page 81 of 110
Note: Follow the procedure as specified in the TRF/O2C/3.4 End user

Training Manual for “How to attach the drawings and documents in SAP
system, from DMS Server”
TRF/O2C/3.1 to 3.6 +%))
Page 82 of 110
3. Attachment of Detail Drawings in the system
Procedural Steps
Purpose
• Attachment of Details Drawings in the system
Transaction Code
YE01
Procedure
below
Note: Refer End User Training Manual O2C/TRF/3.3 for “How to open a
Project”
TRF/O2C/3.1 to 3.6 +%))
Page 83 of 110
Showing the ‘Project Structure: Description’ of “Bhusan Steel & Iron” project with its sub-
nodes.
Attachment of Detail Drawings
Note: refer the End User Training Manual O2C/TRF/3.4 for “How to
attach drawings and documents”
TRF/O2C/3.1 to 3.6 +%))
Page 84 of 110
4. Creation of BOM details in the system

Procedural Steps
Purpose
• Creation of BOM details in the system
Transaction Code
CS01
Procedure
Enter the Transaction code CS01 in the command field as shown in the screen
below
TRF/O2C/3.1 to 3.6 +%))
Page 85 of 110
Click on the material field, a drop down icon will appear at the end of the field, and double
click on this icon, the Material Number search window appears, click on the right mark icon
at the bottom of this window, the ‘Material Number’ drop down list appears (as shown
below)
In the above screen, select a material (click once on the material no) and then click on the
right mark of the drop down list, to get the selected value populate on to the screen field.
TRF/O2C/3.1 to 3.6 +%))
Page 86 of 110
For our example, we have selected ‘FORGED P/M&N RD 190X2990 45C8 IS: 2004’ whose
Material Number is 1000000008. Refer screen below
Similarly, from the drop down list of the fields ‘Plant” and ‘BOM Usage’ we have selected
values 1000 and 1 respectively. (Refer screen below)
TRF/O2C/3.1 to 3.6 +%))
Page 87 of 110
The material we have selected is a header material number (that is, it is an assembly. An
assembly is made by assembling more than one part).
Since we have selected a header part, in the above screen, we have to list all the
components that will go in to that header item. A header may have sub headers assembled
in to it.
Click on the “item Category (ICt)” field, the drop down icon appears at the end of the screen,
and click on this to get the drop down list as shown below.
TRF/O2C/3.1 to 3.6 +%))
Page 88 of 110
In the above screen select “l” and click on the right check mark to get this value populated in
the item category field.
Similarly from the drop down list, populate the value for the component and Unit field.
Key-in the quantity in the quantity field.
In the same way any number of components can be added for the header material, in our
example for material 1000000008, the following three items are added. Refer screen below.
TRF/O2C/3.1 to 3.6 +%))
Page 89 of 110
Save the save icon to save the BOM created. The BOM will be saved, and look for the
message “Creating BOM for material 1000000008’ at the status line, at the bottom of the
screen. Refer screen below.
The above are the steps that are to be followed for creating the BOM for a header item.
End of document for T-code CS01 (Creation of BOM)
TRF/O2C/3.1 to 3.6 +%))
Page 90 of 110
4a. Explosion of BOM (exploding the above BOM)

. Procedural Steps
Purpose
• Explosion of BOM
Transaction Code
YE01
Procedure
below
Note: refer End User Training Manual TRF/O2C/3.3 for “How to open a
Project”
TRF/O2C/3.1 to 3.6 +%))
Page 91 of 110
Showing the ‘Project Structure: Description’ of “Bhusan Steel & Iron” project with its sub-
nodes.
Explosion of BOM
In order to “Explode the BOM” of header material number 1000000008, expand fully the
“Mechanical” node as shown in the screen below
Click once on the “Preparation of Engineering BOM” (under which the header material
1000000008 is available).All the relevant tab screens appear on the right hand side of the
screen as shown below.
TRF/O2C/3.1 to 3.6 +%))
Page 92 of 110
Click once on the component overview icon (available in the same line of the
overview(s) field ) the following screen

appears
Select (click once by the side of the item field) the header material 1000000008, as shown
below
TRF/O2C/3.1 to 3.6 +%))
Page 93 of 110
Navigate to Edit > Component > Explode BOM
And
Single click on the option ‘Explode BOM”,
The ‘BOM Selection’ window appears as shown below.
TRF/O2C/3.1 to 3.6 +%))
Page 94 of 110
Click the check mark icon at the bottom of the “BOM Selection’ window,
The “Selecting BOM Alternative” window appears, (refer screen below)
TRF/O2C/3.1 to 3.6 +%))
Page 95 of 110
Select (click once) an item, and click on the check mark icon at the bottom of this
“Selecting a BOM Alternative”. The following screen appears
TRF/O2C/3.1 to 3.6 +%))
Page 96 of 110
Select all the three items, (as shown in the below screen)
and click the copy push button at the bottom of the screen., (If an
information window appears, just click on the check mark icon) and the following screen
appears.
The above screen shows that the exploded details of the BOM 1000000008, an header
material number.
Click save to save the explosion.
End of document for transactions YE01 (for BMHE)
End of document on – ‘Preparation of Detail Drawing & BOM’ (TRF/O2C/3.5)
TRF/O2C/3.1 to 3.6 +%))
Page 97 of 110
.- 2 + 3.
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SAP – Engineering
Process Name: Preparation of Detail Drawing & BOM
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Page 98 of 110
Introduction
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Page 99 of 110
Overview
Purpose
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Page 100 of 110

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Page 101 of 110

Procedural Steps
Purpose
• To create the Project termination Drawing & Document List, which consists of
b) New Drawing List
Transaction Code
YE01
Procedure
below
Note: Refer End User Training Manual TRF/O2C/3.3 for “How to open a
Project”
TRF/O2C/3.1 to 3.6 +%))
Page 102 of 110

screen below
Expand all the nodes of Project termination as shown below
In order to attach the documents under Project Termination, click once on the As Build
Drawing List node and the relevant tab screens appears on the right hand side of the
screen as shown below.
TRF/O2C/3.1 to 3.6 +%))
Page 103 of 110

Brief details about the As Build Drawing List can be keyed-in in the above Long text tab
screen.(refer screen below)
TRF/O2C/3.1 to 3.6 +%))
Page 104 of 110

Note: refer End User Training Manual TRF/O2C/3.4 for

“To attach the drawings and documents”
End of document for transactions YE01
TRF/O2C/3.1 to 3.6 +%))
Page 105 of 110

To create ‘Machine Sl No’ for BMHE Division:
Procedural Steps
Purpose
• To create the Machine Serial Number for BMHE division
Transaction Code
YE01
Procedure
below
Note: Refer End User Training Manual TRF/O2C/3.3 for “How to open a
Project”
TRF/O2C/3.1 to 3.6 +%))
Page 106 of 110

The following screen appears.
Since our purpose here is to create only the Machine Serial Number, which appears under
the Termination node, collapse all other nodes (like Preparation, Approval, Detail Drawing
Release etc.,) except the Termination node (as shown in screen below) under which we will
be creating the Machine Serial No details.
TRF/O2C/3.1 to 3.6 +%))
Page 107 of 110

Position the cursor on the vertical line and move the identification column to the right side, so
that all the details of project structure: Description and the Identification are visible clearly as
shown in below screen)
In the above screen double click on the Machine Serial No. node to get the following
screen.
We can notice on the right hand side of the screen, under the heading “identification and
View Selection” of the screen the field values and the tab headings are changed.
TRF/O2C/3.1 to 3.6 +%))
Page 108 of 110

Just note the activity field, the text is changed to ‘Machine Serial No.’
Click once on the ‘User Fields’ tab, the ‘User Fields tab screen details’ appear as shown in
the screen below.
Key-in the Machine Serial Number in the ‘Machine Sl. No’ field (shown in the screen
below)
TRF/O2C/3.1 to 3.6 +%))
Page 109 of 110

End of document for transactions YE01 (for BMHE)
End of document on – ‘Preparation of OMM & Final list of New Drawings’ (TRF/O2C/3.6)
End of document on Business Process Maps TRF/O2C/3.2 to TRF/O2C/3.6
TRF/O2C/3.1 to 3.6 +%))
Page 110 of 110

Process Names: Pre Sales Engineering Process: End User Training Manual

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