SAP S/4HANA: Maintenance Planning & Architecture

• These study notes cover various aspects of SAP S/4HANA, including maintenance planning, asset management, and integration with other modules.

Maintenance Planning Plant

• The maintenance planning plant and the maintenance plant are distinct entities.
• The maintenance planning plant is where maintenance work is planned.
• The plant where a company's operational systems are installed is the maintenance plant.

Customer Modifications

• On-premise editions allow for more extensive customer modifications compared to cloud editions.

Simple Application Architecture

• Characterized by a reduction in the number of tables.
• Simple applications push data-intensive tasks to SAP HANA.
• They do not use dedicated aggregation tables.
• They exhibit no data redundancy.

Virtual Data Model

• A virtual data model provides consumption-ready views of data.

Production Order Information

• The following pieces of information are available in the production order:
• Order components.
• Order costs.
• Production dates.
• Production instructions.

Standard Item Category

• External Assignment is processed using a purchase requisition and a PO with the item category: Standard.

External Operation

• External Assignment is processed using an external operation, with service specifications and the possibility to use model service specifications.

Purchase Price Value

• The service given determines the value of the purchase price.

Assigning Activities

• Activities can be assigned in:
• Order header.
• Notification header.

Materials Management

• Service master records are created in materials management.

Storage Location Management

• Stock data is managed per storage location, including batch data.
• Other data managed includes: Serial Number, Validity.

Stock Calculation

• Value of the overall stock is calculated from the sum of the stock values and stock quantities of the individual partial stocks

Material Processing

• Refurbishment is carried out for a material instead of equipment (which is not usually refurbished)

Subcontracting

• A maintenance order is created with subcontracting as a target and assigned a subcontracting activity with the part to be provided and the corresponding material provision indicator.

External Activity

• A subcontracting activity results in a purchase requisition when the order is saved or released.

Special Stock

• Defective components are managed in a special stock in the system (provision of material to vendor), which means it is still visible during external refurbishment.

Object Generation

• A maintenance plan is created for the object and automatically generates orders, notifications, and service entry sheets, in accordance with specific guidelines.

Order Call-Up

• Scheduling is responsible for the regular call-up of orders, notifications, and service entry sheets.

Scheduling Data

• Scheduling data and maintenance items are composed of a maintenance plan, and it is used for automatically generating maintenance call objects such as order, notification, and service entry sheet.

WBS Elements

• The project is scheduled and costs can be summarized; budgets are assigned to the WBS elements.

Signature Updates

• Push updates come from a FortiAnalyzer.

Logistics Information System (LIS)

• Plant Maintenance Information System (PMIS) is part of the Logistics Information System (LIS).

Data Warehouse System

• SAP Business Warehouse is an independent Data Warehouse system, which is part of SAP NetWeaver since ERP 6.0.
• The target of SAP BW is data consolidation from different source systems.

Mobile App

• SAP Asset Manager is a ready-to-use, extensible iOS native app integrated with native iOS features and services.

Geometry Tools

• A Framework is delivered with a Geometry Explorer and a Geometry Editor.

SAP S/4HANA Areas

• The following areas are available in SAP S/4HANA:
• Enterprise Management.
• SuccessFactors Employee Central
• Concur

SAP Asset Intelligence Network

• The following is true about the SAP Asset Intelligence Network cloud application:
• It is the target of the application to maintain a global directory of pieces of equipment that uses general definitions.
• It is the target of the application to improve the visibility of machines.
• A remote service technician is a typical user of this application

Harmonization Technology

• SAP Fiori is the preferred technology to achieve harmonization across solutions.

Web Dynpro

• Web Dynpro applications are specially designed for use in web-based clients.

UX Focus

• UX is not focused on the technical aspects of communication during the moment of use.

Corrective Maintenance Roles

• The following roles are responsible for executing an order during the corrective maintenance process:
• Maintenance Technician.
• Warehouse Clerk.

Maintenance Plants

• A maintenance plant can also be a planning plant.

Order Settlement

• The settlement of the order by Controlling (CO) can be performed only after an order has been technically completed.

Corrective Maintenance Starting Point

• The starting point for the corrective maintenance process is usually a notification.

Job Card Status

• Once the Job Card is printed, the status of the order changes to CONF (confirmed).

Maintenance Cost Calculation

• It is calculated at the Order header level by default.
• The operation account assignment (OAA) business function allows costs of maintenance orders to be calculated at the operation level.
• The system is configurable to calculate the cost at the header level in the order type customizing in SPRO.

Material Availability List

• The material availability list shows the availability of both stock and non-stock items.

Planner Group Assignment

• A planner group will be assigned to a planning plant.

External Services Procurement

• Procurement of external services within a maintenance order is triggered by:
• The activity type in the operation.
• The control key in the operation.

Vendor Selection

• The following vendor selections are found in SAP S/4HANA assets management:
• Invite bids
• Select vendors
• Create a purchase order or contract

Inspections and Repair Work

• Inspections and repair work requiring the shutdown of an entire asset at regular intervals can be handled using Preventive Maintenance.

SAP Asset Manager Mobile Application

• The first release of the SAP Asset Manager Mobile application is based on iOS only

SAP Work Manager

• The following is true about SAP Work Manager:
• It can be used with SAP ERP.
• It can be used with SAP S/4HANA.
• It is available in On Premise Edition and Cloud Edition.

Project Execution

• Project execution in SAP S/4HANA assets management involves:
• Planning, controlling, and monitoring the individual phases of the project.
• Performing cross-department and cross-company exchange of documents during execution.

EAM-Centric Lists and Reports

• You can still use the EAM-centric lists and reports based on the maintenance history along with the embedded analytics tools.

Controlling Area

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

Worker Safety

• The following represent worker safety in SAP S/4HANA assets management:
• Definition of risks.
• Risk monitoring - also with integration to an external GRC system or an internal WCM.
• Safety plan assigned to Maintenance Order.

Subsidiaries

• The subsidiaries, with their own financial statements and balance sheets, are defined as Company Codes.

Plant Subdivision

• The 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).

Maintenance Requirements Planning

• Maintenance requirements are planned in the Maintenance Planning Plant.

Maintenance Work Centers

• Units of capacity in plant maintenance are managed as Maintenance Work Centers.
• Maintenance work centers are assigned to the respective maintenance plant as workshops.
• General (control data)
• FI Vendor (company code)
• Supplier (purchase org)

Plant Maintenance in SAP S/4HANA

• Plant maintenance in SAP S/4HANA assets management involves:
• Structuring technical assets and making the required information available.
• Planning maintenance tasks and assigning resources.
• Recording the tasks performed and costs incurred.
• Secondary Costing Element : CO
• Ensuring a secure work environment.

HR Building Blocks

• Organizational Unit is one of the building blocks in HR (Human Resources) to build up an organizational structure.

HR Business Object

• Personnel Number is the business object used in HR to describe an employee with all its different data.

Technician Time Confirmation

• The technician can confirm the required time for the work on a maintenance order in:
• The collective time confirmation.
• In the maintenance order.
• In the Repair Malfunction tile
• In the technician's confirmation list
• In the Manage Orders and Notifications in Information Center tile

Master Data Creation

• Business Partner in SAP S/4HANA is the mandatory approach to create master data such as persons, groups of persons and organizations.

Shutdown in SAP S/4HANA

• Shutdown in SAP S/4HANA assets management involves:
• Defining the shutdown project.
• Ensuring professional and licit disposal.
• Ensuring the security of employees.

Identification Control

• Edit mask is used to control which characters can be used for identification (letters, numbers, special characters or all three) and how these characters are grouped together or split.

Structure Definition

• Hierarchy levels are used to define which level ends at which character and how many hierarchy levels the structure can contain.

SAP S/4HANA

• It is an update of SAP ERP.
• It is available on AnyDB and SAP HANA.

Physical Object

• Piece of equipment is an individual physical object that you would maintain as an autonomous unit.
• Pieces of equipment usually represent single objects such as pumps, motors, and vehicles for which maintenance tasks are to be performed and recorded.

Component Maintenance

• Material BOMs are always used in PM if a number of identically constructed objects have to be maintained.

BOM Creation

• The aim is not to create a BOM for each technical object, but to create just one BOM, and then assign this to the relevant technical objects. This avoids the use of redundant BOMs.

Maintenance Confirmation

• The malfunction is corrected by a maintenance work center.
• Afterwards, the maintenance order is confirmed by an employee of the performing work center, the maintenance supervisor, or the maintenance planner.

CDS Views

• The following are characteristics of CDS views:
• Provide immediate access to live data.
• Combine transactional and analytical data.
• Developed in ABAP layer.

Maintenance Notification

• Header data is the information used to identify and manage a maintenance notification.

Shop Paper

• Job Card is a specific, PDF-based Shop Paper, which is assigned in Customizing to the Order Type amongst other Shop Papers.

Customizing Defaults

• Expert view is set by default.
• You can define the simple order view as required in Customizing.

Settlement Rule

• Account assignment object is what is proposed from the master record for the reference object and can be changed when the first settlement rule is maintained for the order.

Work Center Assignment

• A main work center can be assigned in the Task list header and Task list operation.

Maintenance Notification

• Maintenance notification is entered by a requester.
• The maintenance order is created referring to the maintenance notification by the planner.

Worker Entry Sheet

• Completion confirmation slip is used by workers as an entry sheet for their work times.

Technical Object History

• Notification history is part of the maintenance history.
• It contains information for each technical object (such as, damage, malfunctions, causes, findings, and maintenance work performed).

Technical Completion

• Maintenance order is what is set to technically completed once there are no more tasks to be completed from a maintenance perspective.

SAPUI5-Based Fiori Apps

• The goals of the new SAPUI5-based Fiori apps are:
• They are designed for simple tasks.
• They are designed to work on any device type.

Notification Completion

• Notification status is set to NOCO (Notification completed) after the notification completion.

Procurement Operations

• Model service specification is a form of storage that is suitable for all services that you want to use repeatedly, in a particular combination, for different procurement operations.

Control Key

• The service item is generated in the operation by using the control key.

Materials Planning

• The procedure is the same as when using an Internet catalog for materials planning.

Materials Management Function

• Entry of the service performed is a materials management function, but it can also be executed from plant maintenance by using the completion confirmation.

Accounting Data

• Valuation category is part of the accounting data of the material.

Purchasing Creation

• Purchase order (PO) is created in Purchasing with reference to the purchase 3. requisition from the maintenance order.

Delivery Creation

• Subcontracting monitor is used to create a delivery for the PO.
• In this step, choose the delivery.

Delivery Posting

• Goods issue (GI) is then posted in relation to the delivery.

Subcontracting Maintenance Order

• Refurbished component is now available again once the maintenance order for subcontracting is set to technically complete.

Delivery Choice

• Subcontracting monitor is used to create and choose a delivery for the PO.

WBS Elements

• Maintenance orders are created and assigned manually or automatically to the WBS elements or network activities.

Mobile Application

• SAP Asset Manager is the next generation asset-centric mobile application leveraging the digital core with SAP S/4HANA and SAP Cloud Platform.

Asset Manager

• First release of SAP Asset Manager is based on iOS only.
• Android and Windows support is planned.
• SAP Asset Manager is used in combination with SAP S/4HANA.

Mobile Asset Management

• SAP Work Manager is an application for mobile Asset Management that has evolved from the former Syclo Work Manager.

Geometry Tools

• Framework is delivered with a Geometry Explorer and a Geometry Editor.

Assignment Types

• Distribution model is defined via the Assignment Types as explained below.

Data Warehouse System

• SAP Business Warehouse is an independent Data Warehouse system, which is part of SAP NetWeaver since ERP 6.0.
• The target of SAP BW is data consolidation from different source systems.

Data Aggregation

• Application control is to aggregate the amount of data generated in the application into informative, meaningful, characteristics, and key figures.

Fiori-Based App

• Technical Object Breakdowns is a Fiori-based analytical app which uses a CDS view.
• It visualizes breakdowns of technical objects according to object type and ABC indicator.

Implementation Methodology

• SAP Activate is designed to succeed ASAP (implementation methodology for on-premise solutions) and SAP Launch (implementation methodology for cloud solutions).

Time Segments

• Time Segments describe the Orders usage.

Investment Planning

• Collect details for planned investment projects (bottom-up planning) is the investment planning in SAP S/4HANA assets management.

Installation Locations

• Equipment installation locations in a technical system are documented in the Equipment View.

Spare Parts Planning

• Maintenance BOM is used to set up spare parts planning of functional locations and equipment.

Warranty Subscreen

• A warranty subscreen is added in the Warranty category if warranty data is required in the equipment master.

Job Card Status

• Once the Job Card is printed, the status of the order changes to CONF.

Settlement Rules

• The following applies to settlement rules:
• The account assignment object is proposed from the master record for the reference object.
• It can be changed when the first settlement rule is maintained for the order, but it cannot be changed once it is determined.

SAP S/4HANA Assets Management

• Defining the scope of the project.
• Define the project structure and time frames.

Location Existence

• A location (for example, building F-141) can exist only once in the enterprise.

Material Reservation

• In the material reservation process, after technical completion it is not possible to enter only planned goods issues and the system prevents you from entering unplanned goods issues, which have not been previously entered.

Performance-Based Maintenance

• As a quantity of liters is is how a planner can specify the call horizon in the performance-based maintenance plan for a pump that requires regular maintenance based on throughput in liters.

Refurbishment Prerequisite

• The split valuation of the material: valuation by condition is the prerequisite for refurbishment material.

Planning Plant Assignment

• A maintenance plant will not be assigned to a planning plant.

External Refurbishment

• External refurbishment is initiated by B.Creating an externally processed operation with control key PM02;D.Setting the material provision indicator of the component to Rework Material.

Preventive Maintenance Orders

• Technical Completion date of the previous Order is used for calculating the next planned date for preventive maintenance orders.

Refurbishment Order

• Material is mandatory within a refurbishment order.

Financial Accounting

• Plant Maintenance is often only implemented after other components, such as Financial Accounting (FI), Controlling (CO), or Materials Management (MM), have been implemented.

Maintenance Plants

• Maintenance planner groups as well as maintenance work centers are assigned to maintenance plants.

Functional Location Structure

• A functional location can be structured by spatial criteria, technical criteria or functional criteria.

Organizational Units

• The client is the highest-level element of all the organizational units.
• It corresponds to a corporate group with several subsidiaries

Fiori-Based Process Report

• Create measurement reading is a process step that belongs only to the SAP Fiori-based process report malfunction.

System Type Representation

• Structures of the technical systems in your company have to be represented according to functional criteria

External Procurement

• Procuring external materials is what external procurement in SAP S/4HANA assets management is.

Task Types

• The maintenance type of tasks have to be performed for certain parts of your technical system and this work must be recorded.

Data Storage and Evaluation

• Technical data has to be stored and evaluated over a long period of time for certain parts of you technical system.

Structure Indicator

• Identification for functional locations is created by using the structure indicator.

Inventory Management

• Piece of equipment can be linked to a material if there is a need for inventory management.

Equipment Installation

• Piece of equipment can be installed and dismantled at functional locations.
• You can also monitor the installation times for a piece of equipment from both the functional location view and the equipment view.

Performance Management

Monitor the performance of assets from an operational and financial perspective is what performance management in SAP S/4HANA assets management is.

Storage Placement

• The system is what can automatically place it in storage.
• Likewise, when a piece of equipment is installed, the system automatically releases it from store inventory

Equipment Installation

• To install a piece of equipment at a functional location the equipment category must permit an installation (Customizing). - the Equipment Installation Allowed option must be activated in the master record for the functional location.

Tabbed Pages

• Notification interface is what is configurable, as well as enables customizing to adjust the number of tabbed pages and their values according to requirements.

Maintenance Information

• Header data is the information used to identify and manage a maintenance notification.

Data Analysis

• Coded entry is what is particularly useful for analysis

Code Groups

• Web filtering is what only the code groups relevant for the object are displayed, you can define which code groups are used when processing a specific object, in the catalog profile.

Planning Activities

• Planning is planned based on a notification.
• Typically, planning activities comprise the creation of order operations including planned work efforts and the reservation of relevant material or spare parts

Support Process

• Material reservation is a support process that integrates Plant Maintenance (PM) with Material Requirements Planning (MRP).

Reservation

• Planned Gls are entered with reference to the reservation (reservation number).

Component Overview

• The button VE-Viewer is available via the component overview.
• You can display the graphical view of the spare parts from there

Order Safety

• Safety plan is a part of a maintenance order or maintenance task list in which a maintenance planner or safety specialist can enter and review safety information specific to the order or task list.

Maintenance work

• Job ticker is a document that gives a complete overview of the order for the person executing the maintenance work.

Technically Completed

• The order is given the status it had before it was technically completed

Change Locks

• Maintenance notification, is locked for changes , which means that you cannot long enter notification data

Material Availability

• The Quantity is determined and confirmed available (or unavailable) by the material availability check.

Start Order

• Material availability list can be started within an order or from the list editing function for Orders.

Maintenance History

• Notification history is a part of the maintenance history, and it contains information for each technical object (such as, damage, malfunctions, causes, findings, and maintenance work performed).