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EAM/PM/WM-Ware house managemnent in SAP but Work managedmt

EAM

Enterprise Asset Management


An Organization Equipment Manage
 For whom to
 What to mange  How to manage
manage

Avnikant Singh Avnikant Singh


12/23/2023 AVNIKANT SINGH 1
SAP PM overview
SAP Plant Maintenance (SAP PM) application component provides an organization with a tool for all
maintenance o >.0module is closely integrated with other modules - Production Planning, Material
Management and Finance.Using SAP PM, you can perform automatic repairs and facilitate maintenance requests
in an organization. It allows you to record problems in SAP system, plan labor and material activities, and to
record and settle the cost.

12/23/2023 2
SAP PM Structure
SAP Plant Maintenance (SAP PM) is a software product that manages all maintenance activities in an organization.

Client

Avnikant Singh

Avnikant Singh
Company Code
PM Config
starts from here
Plant

Maintenance Plant Planning Plant

*Plant is always created by logistic MM consultant.


SPRO>Enterprise structure>Assignment>Plant maintenance>Assign Planning Plant to Maintenance Plant
12/23/2023 3
SAP FI SAP QM
Avnikant Singh
SAP MM
 Calibration process
 Settlement rule
 MIC-master insp char  Reservation
 Valuation variant
 Requisition
 Cost elements  Task lists  Material-spare part
 KP26(labor cost)  Inspection lot  serialization
 Activity types

SAP Master Integration


PM  Technical
Avnikant Singh

SAP PP
 BASIS
 Work centers  SECURITY
 Equipment SAP PS
 PRT(Production  Wbs
resource tool)  Project
 Network
 Budget Avnikant Singh
4
PM Master data
Master data Where used
Equipment, functional locations, work centers, materials, task lists,
Classes/characteristics etc.
Master Warranties Equipment
Permits Equipment, functional locations, orders
Work centres Equipment, functional locations, orders, notifications

Materials Equipment, functional locations, orders, notifications, BOMs

Functional locations Orders, notifications, Task Lists, BOMs, maintenance items

Equipment (serial numbers) Orders, notifications, Task Lists, BOMs, maintenance items
Measurement points Equipment, functional locations

PRTs (equipment, material, etc.)


BOMs Equipment, functional locations
Task Lists Equipment, functional locations, orders
Maintenance items/plans Call objects –Order/notif
12/23/2023 Avnikant Singh 5
PM DATA

• Master data : Data that remains unchanged over a period. It contains information
that is always needed in the same way.
• Work center, FLOC , EQUIP, class, task list , MPLAN, catalog, BOM,
measuring point ,Permits ,warranties, Maintenance Strategy

• Transactional Data :Data relating to the day-to-day transactions.


• Order , Notification , measuring Document, etc

• Configurational Data: Data which is configured based on business requirement


• Order/Notif type, user status , planner, number range,etc.

12/23/2023 PRESENTATION TITLE 6


Deployment Options
On-premise --In this common model, the customer acquires a
license and installs the software in their own data center.

Cloud --In this model, the customer rents the software for a
certain period of time. SAP deploys the software in the SAP-
owned data centre.

Hybrid-- In this model, required applications are operated


partially by the customer and partially by SAP in the cloud. Both
parts can be linked and integrated with each other.

Mobile --In this model, mobile devices access on-premise, or


cloud applications.

12/23/2023 AVNIKANT SINGH 7


Cloud –Public /Private & On-premise

SAP S4/HANA
Public Cloud • SAP S4/HANA SAP S4/HANA
Private Cloud On Premise
 Shared with Other customers  software is installed and
 Software is 100% managed by
 Software is 100% managed SAP as the “cloud provider run by the customer
by SAP  as many modification as

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 Hosted and operated by SAP  update schedules are agreed

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we like
 Updates automatically with the customer
 Customer defined
pushed to the systems on a  offers greater flexibility and upgrade / patch is applied-
timeline defined by SAP functionality than Public cost involved
 High standardisation Cloud  Traditional licensing
 low-cost, efficient, and  has their own dedicated virtual  Full control and flexibility
scalable private Cloud  Develop third party
 There is a limited number of interfaces
languages  no restrictions regarding the
language, country or region  Full customization
 Eg .-Success factor, available
Fieldglass , Concur,  minimal downtime or
Ariba,HANA2308 disruption

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S/4HANA Implementation Approach
Greenfield Implementation Brownfield Implementation
Bluefield Implementation
New S/4HANA Conversion of SAPECC
Landscape Transformation
 starting from a clean slate  Brownfield approach is
 complete reengineering of more like an upgrade.
 minimizing business disruption
an organization’s SAP  migrate your existing SAP
and data loss.
processes and workflows workflows and systems
 Faster Implementation
 any customization you’ve over to the newest version
 Better Performance
done on SAP ECC will be of SAP S/4HANA
 Improved data Quality
completely wiped out  reevaluate and edit your
• Data Compatibility is challenge
 can be done on-premise or existing processes and
• Employee Training challenge
in the cloud port over the ones that are
• Customization need to be
 providing the flexibility working.
compared
 shorter project runtime

12/23/2023 AVNIKANT SINGH 9


SAP FI SAP QM
Avnikant Singh  settlement rule SAP MM
 Calibration process
 valuation variant  MIC-master insp char  Reservation
 cost elements  Requisition
 Task lists  Material-spare part
 KP26(labor cost)
 Activity types  Inspection lot  serialization

SAP
Avnikant Singh

Master Integration
SAP PP PM  Technical
 BASIS
 Work centers  SECURITY
SAP PS
 Equipment
 PRT(Production  Wbs
resource tool)  Project
Avnikant Singh  Network
 Budget
12/23/2023
10
SAP PM overview
SAP Plant Maintenance (SAP PM) application component provides an organization with a tool for all
maintenance activities to be performed. All the activities that are performed under maintenance are
interconnected and hence this module is closely integrated with other modules - Production Planning, Material
Management, and Sales and Distribution. Using SAP PM, you can perform automatic repairs and facilitate
maintenance requests in an organization. It allows you to record problems in SAP system, plan labor and
material activities, and to record and settle the cost.

12/23/2023 11
SAP PM Structure
SAP Plant Maintenance (SAP PM) is a software product that manages all maintenance activities in an organization.

Client

Avnikant Singh

Avnikant Singh
Company Code
PM Config
starts from here
Plant

Maintenance Plant Planning Plant

*Plant is always created by logistic MM consultant.


SPRO>Enterprise structure>Assignment>Plant maintenance>Assign Planning Plant to Maintenance Plant
12/23/2023 12
Client :
 A client is
defined as a self-contained commercial, organizational, and
technical unit within an SAP System.
 This means that all business data within a client is protected from
other clients.
 Each client has its own customer data, which can be considered as the
exclusive property of this client.
Company CODE –Financial descion,Reporting CXO
 Smallest organizational unit of external accounting for which a
complete, self-contained set of accounts can be created. This includes
the entry of all transactions that must be posted and the creation of all
items for legal individual financial statements, such as the balance
sheet and the profit and loss statement.
 You usually create a legally independent company in the SAP
System with one company code.
Key elements of the maintenance organization

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Sequence for Defining the Organizational Levels

After an in-depth analysis, the organizational units


relevant for Plant Maintenance are defined in the system.
Maintenance plants (which, usually, already exist as
logistical plants) and maintenance planning plants
(planning plants for short) are defined in the company
structure.

12/23/2023 AVNIKANT SINGH 15


Structured Organizational Levels

Client :The Client is the highest-level element of all the


organizational units. It corresponds to a corporate group
with several subsidiaries. Within a client, the system always
accesses the same database.

Controlling Area :From the Controlling perspective, one or


several company codes are assigned to a Controlling Area
to have a common Controlling/Management Accounting
over several subsidiaries.

Company Codes :The subsidiaries, with their own financial


statements and balance sheets, are defined as Company
Codes. Plant The Plant at which the operational systems of
a company are installed is called the maintenance plant.

12/23/2023 PRESENTATION TITLE 16


Planning Plant

• Planning Plant: If maintenance work is planned at this plant, the


maintenance plant is also the maintenance planning plant. Locations
subdivide a maintenance plant according to location-based criteria, such as
site, buildings, and coordinates. A maintenance plant can also be
subdivided into plant sections based on responsibility for production. The
person responsible for the plant section is the contact person who
coordinates production and maintenance (the plant engineer). A
Maintenance Planning Plant (Planning Plant for short) is the organizational
unit in which maintenance requirements are planned. These requirements
can either come from your own plant or from another maintenance plant
assigned to this maintenance planning plant. The planners within a
maintenance planning plant are defined by maintenance planner groups.

12/23/2023 PRESENTATION TITLE 17


• Plant-specific planning: (1:1 mapping)decentralized- A Maintenance plant
is also known as a Maintenance planning plant. In most organizational
structures, maintenance measures are planned in the same plant where
the maintenance requirement occurs. The maintenance orders are
executed by workshops from the same plant, and the spare parts are stored
in the same plant (for example, plant 1000). Plnner
• Cross-plant planning: (1:n mapping) centralized- Multiple maintenance
plants are assigned to a planning plant. For example, in a plant (for
example, plant 1200) needs for maintenance because a technical system
there requires maintenance (maintenance plant). All further functions
(maintenance planning, order execution, and spare parts storage) are
however, the responsibility of another plant. Other options are also
possible. The planning of a plant's maintenance measures (for example,
plant 1300) and the spare parts procurement take place in another plant
(plant 1000). However, the tasks are performed by workshops that are
available locally.
• Partially Centralised
12/23/2023 PRESENTATION TITLE 18
SAP DATA

• Master data : Data that remains unchanged over a period. It contains information
that is always needed in the same way.
• Work center, FLOC , EQUIP, class, task list , MPLAN, catalog, BOM,
measuring point ,Permits ,warranties, Maintenance Strategy

• Transactional Data :Data relating to the day-to-day transactions.


• Order , Notification , measuring Document, etc

• Configurational Data: Data which is configured based on business requirement


• Order/Notif type, user status , planner, number range,etc.

12/23/2023 PRESENTATION TITLE 19


Master Configurational DATA
DATA • Transactional DATA
 Data which is
 Data that remains  Data relating to the day-to- configured based on

Avnikant Singh

Avnikant Singh
unchanged over a period day transactions business requirement
 It contains information  Data created once and
 Data required to complete never changed normally
that is always needed in
the transaction /document  End user should not
the same way and details. report
 Created centrally and have access to change
used in all application  End Users always are these data
responsible to create these
 Eg: Material, Equipment, data  Eg. Order type, status,
Work center, class,  Eg. Order ,notification, number range, planner
vendor, GL, cost center document

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PM Master data –Sequence Dependencies
Master data Where used
Classes/characteristics Equipment, functional locations, work centers, materials, task lists, etc.
Master Warranties Equipment
Permits Equipment, functional locations, orders
Work centres Equipment, functional locations, orders, notifications

Materials Equipment, functional locations, orders, notifications, BOMs

Functional locations Orders, notifications, Task Lists, BOMs, maintenance items

Equipment (serial numbers) Orders, notifications, Task Lists, BOMs, maintenance items
Measurement points Equipment, functional locations
PRTs (equipment, material,
etc.)
BOMs Equipment, functional locations
Task Lists Equipment, functional locations, orders
Maintenance items/plans Call objects –Order/notif
12/23/2023 Avnikant Singh 21
Consulting Tips on Master data
• During design phase we must remember following points:
 Dependency of master data on each other must be explained to client.
• Bill of material cannot be created without material master.
• Measuring points and counter has dependency on equipment, functional location and
characteristics.
• Serial number has dependency on material master and equipment.
• Equipment and functional location has dependency on Main work center
 Always explain the difference between equipment and functional location to business.
 Clarify the importance of number range of equipment (external and internal).
 Material master needs coordination with MM and FICO modules. Target to finish it at early stage.
 Maintenance plan category can control triggering of maintenance call object(order/notif). This must
be explained and finalized in design phase.
 Master inspection characteristics are assigned to task list operations and used in Calibration process

12/23/2023 PRESENTATION TITLE 22


Agenda
Work center Overview
• A work center is an organizational unit where work can be carried out.
• It can be -A machine, A group of machines ,A person , A group of
people
• N number of people carry job –crew
• Work center data forms the basis for cost , capacity.
• It specifies which machine or person should be used for operation
• In PM we always we create 0005 category as LABOURS
• CRAH—CR01/02/03
• IR01/02/03—SAP PM

12/23/2023 PRESENTATION TITLE 24


Work center overview

12/23/2023 PRESENTATION TITLE 26


Work
Center
Creation
----
DATA
Work Center
Configuration
Work Center
• Main work center is the work center for which maintenance
department is responsible or where maintenance operations are
performed whereas
• work center in location tab is production work center/ resource.
• Integration :PM----PP

• In Maintenance header the work center which is displayed is copied


from the equipment or the functional location on which the
Maintenance order is been generated it is the Main work center for
maintenance tasks which is in the organization tab of functional
location or Equipment.

12/23/2023 PRESENTATION TITLE 30


Work center Data

Basic data contains general data such as the work center category, description, and usage.
We can link a work center to the following objects:
• Cost center
• Qualifications
• Positions
• People
12/23/2023 PRESENTATION TITLE 31
Work center configuration
• Work center
• category --0005
• field selection
• screen sequence
• default work center

• The transaction codes for working with work centers are:


• Create work center: IR01
• Edit work center: IR02
• Display work center: IR03

12/23/2023 PRESENTATION TITLE 32


SAP PM Business Processes
• SAP PM (Plant Maintenance) is a functional module which
handles all the maintenance activities performed in a plant. It
enables users to find the damages, identify causes and take
actions to repair technical objects as well as perform preventive
maintenance.
• Basic SAP PM process
• IPSEC

Inspect Planning Schedule Execute Close


Configuration Understanding
Difference between NOTIF and ORDER

Order
Notification
Complete record of :
Reporting object to record :  Operation performed
 Maintenance requirement  Components used(Stoc/Non-stock)
 Cause ,object impacted,  External services
 Tasks due ,activities performed  Time
 Costs: Estimated Planned Actual
Notification Types:  Settlement
 M1-Maintenance Request
 M2-Breakdown report Order Type:
 M3-Activity report  Breakdown
 Corrective
Notification do not record COSTS  Preventive
 Refurbishment
 Calibration, capital, custom
12/23/2023 AVNIKANT SINGH 35
SAP PM
Course

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