Business Processes in SAP S/4HANA Asset Management PDF

S4130 Business Processes in SAP S/4HANA Asset Management.. PARTICIPANT HANDBOOK INSTRUCTOR-LED TRAINING. Course Version: 17 Course Duration: 5 Day(s) e-book Duration: 9 Hours Material Number: 50156589 SAP Copyrights, Trademarks and Disclaimers © 2021 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. 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This information is displayed in the instructor’s presentation Demonstration Procedure Warning or Caution Hint Related or Additional Information Facilitated Discussion User interface control Example text Window title Example text © Copyright. All rights reserved. iv Contents vii Course Overview 1 Unit 1: Solutions and Deployment 2 Lesson: Understanding SAP Solutions and Deployment 7 Lesson: Overview of SAP Asset Management 14 Lesson: SAP Intelligent Asset Management 27 Unit 2: UI and UX 28 Lesson: UI Clients and Technologies 35 Lesson: SAP UX Strategy 43 Unit 3: Organizational Levels 44 Lesson: Understanding Organizational Levels 54 Unit 4: Technical Objects 55 Lesson: Understanding Functional Locations 61 Lesson: Equipment and Serial Numbers 67 Lesson: Bills of Materials (BOMs) 75 Unit 5: Breakdown Maintenance 76 Lesson: Breakdown Maintenance 82 Lesson: Outlining Simplified Maintenance Processing 94 Unit 6: Corrective Maintenance - Web 96 Lesson: Process of Corrective Maintenance 100 Lesson: Creating Notifications 105 Lesson: Creating Orders 115 Lesson: Planning Material and Services 121 Lesson: Resource Scheduling for Asset Management 126 Lesson: Checking and Releasing Orders 134 Lesson: Executing Maintenance Tasks 137 Lesson: Confirming Notifications and Orders 141 Lesson: Completing Notifications and Orders 154 Unit 7: Corrective Maintenance - SAP GUI 155 Lesson: Planning and Executing Maintenance Tasks via SAP GUI © Copyright. All rights reserved. v 169 Unit 8: Refurbishment of Spare Parts 170 Lesson: Prerequisites in Materials Management 174 Lesson: Refurbishing Spare Parts Internally 178 Lesson: Refurbishing Spare Parts Externally 183 Unit 9: Preventive Maintenance 184 Lesson: Outlining Preventive Maintenance 187 Lesson: Maintenance Task List 190 Lesson: Maintenance Plans 197 Lesson: Scheduling Maintenance Plans 204 Unit 10: Project-Oriented Maintenance 205 Lesson: Project-Oriented Maintenance 212 Unit 11: Mobile Maintenance 213 Lesson: Mobile Maintenance 224 Unit 12: Analytics 225 Lesson: Analytics 237 Unit 13: Outlook Customizing 238 Lesson: Implementation © Copyright. All rights reserved. vi Course Overview TARGET AUDIENCE This course is intended for the following audiences: Project Manager Industry / Business Analyst Consultant Super / Key / Power User © Copyright. All rights reserved. vii © Copyright. All rights reserved. viii UNIT 1 Solutions and Deployment Lesson 1 Understanding SAP Solutions and Deployment 2 Lesson 2 Overview of SAP Asset Management 7 Lesson 3 SAP Intelligent Asset Management 14 UNIT OBJECTIVES Gain an overall picture of SAP Solutions and deployment models Gain an overview of SAP S/4HANA Asset Management Describe Solutions of SAP Intelligent Asset Management (IAM) © Copyright. All rights reserved. 1 Unit 1 Lesson 1 Understanding SAP Solutions and Deployment LESSON OBJECTIVES After completing this lesson, you will be able to: Gain an overall picture of SAP Solutions and deployment models Solutions and Deployment Business Scenario You want to learn about the different deployment models offered by SAP, in connection with solutions SAP Business Suite and SAP S/4HANA. Figure 1: SAP S/4HANA Enterprise Management With SAP S/4HANA, SAP delivers a new product, which is completely based on the in- memory platform SAP HANA. SAP S/4HANA is not an upgrade of the existing Business Suite; it is a new product for which the components have been reprogrammed successively. A radically simplified data model, as well as a new UI technology (SAPUI5 / SAP Fiori) are the most prominent characteristics of SAP S/4HANA. SAP S/4HANA consists of the following areas: Enterprise Management © Copyright. All rights reserved. 2 Lesson: Understanding SAP Solutions and Deployment Asset Management Finance Human Resources Manufacturing R&D and Engineering Sales Sourcing and Procurement Supply Chain Marketing Service Highlights for SAP S/4HANA Successively renewed coding of all SAP applications based on SAP HANA Radically simplified data model (redundant tables and indices removed) SAP Fiori as new User Experience Substantially reduced data footprint SAP NetWeaver From a technological perspective, both SAP Business Suite and SAP S/4HANA are based on SAP NetWeaver offering an integrated Enterprise Services Architecture (ESA). On the one hand, ESA is open and flexible. On the other hand, it can link SAP and non-SAP applications via web services, and can, therefore, save existing IT investments. The application platform is the crucial component of SAP NetWeaver, consisting of the ABAP and JAVA environment. Additionally, the application platform contains further components, which are frequently used in asset management (formerly Enterprise Asset Management/ Plant Maintenance), Knowledge Provider (KPro-common infrastructure for document management), Records Management (electronic file management), and Case Management (electronic management of incidents). The SAP Business Suite on HANA is the previous Business Suite, with the main solution SAP ERP. In contrast to SAP Business Suite on any database, numerous ABAP programs have been adapted to run smooth on the SAP HANA database. © Copyright. All rights reserved. 3 Unit 1: Solutions and Deployment What is SAP HANA? Figure 2: SAP HANA - Overview SAP HANA is a database, an appliance, and a platform. First of all, SAP HANA is a hybrid in-memory database, which combines row-based, column- based, and object-based database technology. SAP HANA can use the parallel processing functions of modern multi-core CPU architectures. SAP applications can use the advantages of current hardware technology, by using this architecture. Furthermore, SAP HANA is a flexible, data-source-agnostic appliance (an appliance is a combination of hardware and software), which provides the possibility for customers to analyze large amounts of data of SAP and non-SAP systems in real time. The requirement to materialize transformations is therefore no longer necessary. SAP HANA appliance software is a combination of hardware and software, which integrates a number of SAP components, including the SAP HANA database and various data replication systems. SAP HANA is also an application framework, and a development environment — with the possibility to develop native SAP HANA applications. SAP HANA is the platform for all cloud- based SAP applications, and for the latest SAP product S/4HANA. The functionality of SAP HANA is as follows: Optimized data storage for column-based storage. Optimized data compression is, therefore, possible. Partitioning and distribution on various processor cores. Shifting of data-intensive calculations, from application to database. Processing of geo-specific data/geo-specific data types are supported. Text analysis and full text search is supported. © Copyright. All rights reserved. 4 Lesson: Understanding SAP Solutions and Deployment Deployment Options Figure 3: Deployment Options SAP offers the following deployment options (deployment types) for the current SAP Business Suite, as well as for SAP S/4HANA: 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 center. 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. Applications for Cloud Model If the customer decides to choose the cloud model, the following applications are available: SAP Business Suite on HANA SAP S/4HANA Further Cloud applications (SAP Ariba, SuccessFactors, Fieldglass, Concur) The deployment of SAP Business Suite on any database (on a database different to SAP HANA) is not possible in the cloud. All applications are deployed via web-based UIs (see the following lessons). Therefore, SAP GUI for Windows cannot be used for this deployment option. © Copyright. All rights reserved. 5 Unit 1: Solutions and Deployment If the customer decides to choose the on-premise model, the SAP Business Suite on HANA and SAP S/4HANA, as well as the existing SAP Business Suite on any database, can be deployed. All on-premise applications support SAP GUI for Windows. Cloud Models Figure 4: Cloud Models SAP offers the following cloud models: Public Cloud Various customers share one environment. SAP deploys the system. Customer has limited influence. Web-based only end-user access, also known as Software as a Service (SaaS). Managed/ Private Cloud One customer per cloud. SAP deploys the system. Customer has limited influence. End-user access, both web-based and traditional. Enterprise Cloud One customer per cloud. SAP deploys the system. Customer influence is part of the model. End-user access, both web-based and traditional. LESSON SUMMARY You should now be able to: Gain an overall picture of SAP Solutions and deployment models © Copyright. All rights reserved. 6 Unit 1 Lesson 2 Overview of SAP Asset Management LESSON OBJECTIVES After completing this lesson, you will be able to: Gain an overview of SAP S/4HANA Asset Management Overview of Asset Management Figure 5: Figure: Maintenance - DIN 31051 © Copyright. All rights reserved. 7 Unit 1: Solutions and Deployment Figure: Lifecycle of a Technical Asset Figure 6: Figure: Lifecycle of a Technical Asset 1. Investment planning Collect details for planned investment projects (bottom-up planning) Perform pre-analysis and risk valuation Perform budget distribution 2. Project Definition Define the scope of the project Define the project structure and time frames 3. Selection of vendors Invite bids Select vendors Create a purchase order or contract 4. Project execution Plan, control, and monitor the individual phases of the project © Copyright. All rights reserved. 8 Lesson: Overview of SAP Asset Management Perform cross-department and cross-company exchange of documents during execution 5. Worker Safety Definition of risks Risk monitoring - also with integration to an external GRC system or an internal WCM Safety plan assigned to Maintenance Order 6. Plant Maintenance Structure technical assets and make the required information available Plan maintenance tasks and assign resources Record the tasks performed and costs incurred Ensure a secure work environment 7. External procurement Procure external services Procure external materials Perform strategic management of vendor relationships 8. Shutdown Define the shutdown project Ensure professional and licit disposal Ensure the security of employees 9. Performance Management Monitor the performance of assets from an operational and financial perspective SAP Asset Management Portfolio SAP Asset Management comprises the following solutions: SAP Intelligent Asset Management (IAM) SAP S/4HANA Asset Management On Premise SAP S/4HANA Asset Management Cloud SAP ERP Asset Management SAP Work Manager (Mobile) SAP Asset Manager (Mobile) SAP Multiresource Scheduling (MRS) SAP S/4HANA Asset Management for Resource Scheduling (RSH) © Copyright. All rights reserved. 9 Unit 1: Solutions and Deployment Figure 7: SAP Asset Management Portfolio SAP Intelligent Asset Management SAP Intelligent Asset Management consists of the following cloud-based solutions: SAP Asset Intelligence Network (AIN) SAP Predictive Maintenance and Service (PdMS) SAP Asset Strategy and Performance Management (ASPM) SAP Predictive Engineering Insights (PEI) SAP Asset Manager SAP S/4HANA Asset Management On Premise SAP S/4HANA Asset Management On Premise supports all maintenance processes according to the traditional model where customers buy a license and configure and run the software on their own infrastructure. You can work with either SAP GUI or Fiori Launchpad. SAP S/4HANA Asset Management Cloud In SAP S/4HANA Asset Management Cloud Edition you work via the SAP Fiori Launchpad. Within the Public Cloud deployment model you do not have access to the SAP S/4HANA backend system as this is hosted and managed by SAP. However, you can configure the customer-specific parts of the solution via the Self-Service Configuration UI, which runs in the Fiori Launchpad. The appearance of the Fiori Launchpad is determined by roles that are assigned to the user on the front-end system. The frontend roles for Asset Management are available both for the cloud and the on-premise edition. Note: There is no access provided to a cloud-based system for this course. Consequently, there will be no demo for a cloud-based scenario. © Copyright. All rights reserved. 10 Lesson: Overview of SAP Asset Management Figure 8: SAP S/4HANA Asset Management – Cloud SAP ERP Asset Management SAP ERP Asset Management On Premise supports all maintenance processes according to the traditional model where customers buy a license and configure and run the software on their own infrastructure. You can work with either SAP GUI or via Business Client. SAP Work Manager (Mobile) SAP Work Manager is designed to automate workflow and improve service with mobile work orders, notifications, and time management. SAP Work Manager connects mobile employees with the data stored in an SAP system so they can better manage work and service requests. SAP Asset Manager (Mobile) The SAP Asset Manager application manages work orders, notifications, condition monitoring, material consumption, time management, and failure analysis. SAP Asset Manager is a predictive asset management application that encompasses a series of processes required to assure superior asset performance. Through using SAP Asset Manager, you can achieve operational excellence by collaborating on asset information, predictivemaintenance, and procurement of spares and services. SAP Multiresource Scheduling (MRS) SAP Multiresource Scheduling helps you to find suitable resources and assign them todemands. Demands are units of work from various areas. SAP S/4HANA Asset Management for Resource Scheduling (RSH) SAP S/4HANA Asset Management for resource scheduling supports you, as a maintenance planner, in monitoring and managing the utilization of your work centers. Benefits of Asset Management with SAP The entire company benefits when using SAP Asset Management. The advantages can be summarized as follows: Increase of asset availability Transparency of the costs incurred Documentation of measures executed © Copyright. All rights reserved. 11 Unit 1: Solutions and Deployment Consistent planning and monitoring Technical history Asset Management Integration Figure 9: Asset Management Integration This course outlines the integration to the components Materials Management, Controlling and Financial Accounting from an application perspective. Further integration information regarding customizing settings you can find in the relevant detail courses in the area of Enterprise Asset Management and in the courses offered for the respective application components. © Copyright. All rights reserved. 12 Lesson: Overview of SAP Asset Management Process Overview Figure 10: Process Overview To ensure the efficient implementation of a software system, it helps when the respective company's requirements are already covered in the standard system, with the predefined standard processes that are differentiated according to the criteria. Depending on how the differentiation criteria are weighted, SAP Enterprise Asset Management provides a reliable environment particularly for capital-intensive companies. In this environment, you can execute the processes in the standard SAP GUI (conventional work in the back-end system) on a Web-based front end or from a mobile device, depending on the training level and work location of the employees involved. LESSON SUMMARY You should now be able to: Gain an overview of SAP S/4HANA Asset Management © Copyright. All rights reserved. 13 Unit 1 Lesson 3 SAP Intelligent Asset Management LESSON OBJECTIVES After completing this lesson, you will be able to: Describe Solutions of SAP Intelligent Asset Management (IAM) SAP Intelligent Asset Management Figure 11: SAP Intelligent Asset Management - A Brief Overview SAP Intelligent Asset Management consists of the following solutions: SAP Asset Intelligence Network (AIN) provides a global registry of equipment that uses common definitions shares equipment data between multiple business partners (manufacturers, operators, service providers) provides one version of the truth standardizes equipment management through asset master data and spare parts information available for update from the network SAP Asset Strategy and Performance Management (ASPM) measures and improves the performance of assets defines the criticality of assets evaluates the reliability of assets by using different types of assessment creates recommendations based on assessments © Copyright. All rights reserved. 14 Lesson: SAP Intelligent Asset Management optimizes the maintenance strategies based on recommendations SAP Predictive Asset Insights (PAI) SAP Predictive Asset Insights (PAI) is the successor of SAP Predictive Maintenance and Service (PdMS). collects sensor data uses Machine Learning to detect anomalies and predict asset failure uses Machine Learning to provide Failure Mode Analytics SAP Asset Manager supports maintenance execution on IOS and Android is designed for SAP Cloud Platform is integrated with SAP S/4HANA Asset Management (via Mobile Add-On) is integrated with SAP ERP Asset Management (via Mobile Add-On) One of the major goals of SAP Intelligent Asset Management is to enable an IT driven (data science & rules driven) approach to predictive maintenance in order to reduce unplanned failures and the number of overall maintenance actions. This means that the traditional approach to maintenance - mostly consisting of a combination of reactive and preventive maintenance - is to be transformed into an approach largely driven by predictive maintenance. This is enabled by the Internet of Things (IoT) which is based on big data and cheap computing power thereby leading to an increased use of predictive maintenance. Although still relevant, preventive maintenance can result in over-maintaining assets and higher costs and therefore is to be closely monitored and optimized. SAP Asset Intelligence Network (AIN) Figure 12: SAP Asset Intelligence Network (AIN) - A Collaborative Network It is a response to the following questions and issues: © Copyright. All rights reserved. 15 Unit 1: Solutions and Deployment No common asset taxonomy No business partner collaboration Siloed asset data Inefficient asset data maintenance Poor asset data integrity Lack of common taxonomy No standardized model No collaboration Lack of asset data integrity What happens if there is an update of the specifications? And what about issue a new service bulletin? What happens if the manufacturer want to access to the usage and sensor data to improve his product? SAP Asset Intelligence Network provides a single version of truth for every relevant and desired object. With SAP AIN you can do the following: Assess key players in your ecosystem and select your preferred alliances Find all the asset information in one place Share best practices for optimal equipment availability Provide opportunity to new business model to monetize content and services We are living in a world where industry boundaries are blurring as companies look to reimagine and digitize their business. The change summoned by the digital economy is turning industries upside down. Highly agile supply chains give companies new capabilities to quickly capitalize on new opportunities to break down old barriers. © Copyright. All rights reserved. 16 Lesson: SAP Intelligent Asset Management SAP Asset Strategy and Performance Management (ASPM) Figure 13: Create Assessments and Optimize Maintenance This is done in the following phases: Define Systems & Assets to Analyze : Asset Central Foundation enables asset information to be modelled utilizing templates based on ISO standards e.g. ISO14224. Models, equipment, locations, systems, groups, spare parts, documents, instructions, failure modes are all included in Asset Central Foundation. Identify Critical Assets : The Risk and Criticality assessment ranks assets by risk and criticality which can then be used as the basis for further analysis. This is achieved by setting up a matrix of consequence of failure vs probability of failure. Perform Analysis: Use proven methodologies like Reliability Centered Maintenance (RCM), Failure Modes and Effects Analysis (FMEA), Risk Based Inspection* (RBI), Root Cause Analysis* (RCA) to identify the optimal maintenance strategies for your assets. (* = planned) Develop Recommended Actions : The result of the RCM/FMEA will be recommendations for preventive and/or corrective tasks. The Preventive Maintenance Review (PMR) application manages the recommendations to create published instructions. Perform RCM or FMEA Assessment Create Recommendations as final step of RCM or FMEA Assessment based on the following options: - Existing Instructions - Imported Preventive Maintenance Tasks (Task Lists "filtered" by Technical Object Maintenance Plans)* - Placeholder Instructions (use existing or create new) - Imported Tasks (Task Lists)* Preventive Maintenance Review: © Copyright. All rights reserved. 17 Unit 1: Solutions and Deployment - Create or link instructions - Instructions are assigned to the recommendations Implement Recommendations: - Match Instruction. To assign an instruction, select an open recommendation based on a placeholder instruction or task list - Export to spreadsheet and upload to S/4HANA using.csv file Execute Maintenance Strategies: Implement the Instructions in the maintenance management system. Monitor and Improve: Continuously monitor the performance and effectiveness of the maintenance strategies. SAP Predictive Asset Insights (PAI) Figure 14: A Data Science Driven Predictive Maintenance SAP Predictive Asset Insights (PAI) is the successor of SAP Predictive Maintenance and Service (PdMS). SAP Predictive Asset Insights (PAI) leverages real-time operational data from asset sensors and applies machine learning to detect emerging issues, analyze root causes and predict future performance. The solution also gathers operation insights by leveraging indicators and time series data as well as applying machine learning on failure information to analyse failures. SAP Predictive Asset Insights is an Internet of Things (IoT) application. You can reach all the functions from the SAP Fiori launchpad. SAP PAI has the following capabilities: Use machine learning to predict failures before they happen Use machine learning to execute Failure Mode Analytics and generate KPIs around documented failure modes Use Fingerprint Management as a visual approach to capturing asset reference states. Use Indicator Forecasting to calculate and visualize indicator trends to drive maintenance and reliability decisions © Copyright. All rights reserved. 18 Lesson: SAP Intelligent Asset Management Use Advanced Rule-based Alert Creation to generate value added alerts for maintenance professionals through an intuitive and flexible rules engine Machine Learning Figure 15: Machine Learning Prediction & Anomaly Detection Algorithms: Out-of-the-box machine learning algorithms tailor made for predictive maintenance use cases Dataset Configuration and Model Management: Intuitive dataset preparation capabilities to prepare data for machine learning. Tools to configure, train, and score models. Automated Machine Learning: Run automated anomaly detection & failure prediction algorithms without the need to choose algorithm or hyper-parameter settings Leading Indicator Analysis: A machine learning capability used to identify the most impactful indicators leading to failure events or specific failure modes Flexible Extension Concepts: Deploy custom algorithms into solution or perform machine learning outside of solution in tool/language of choice © Copyright. All rights reserved. 19 Unit 1: Solutions and Deployment SAP Asset Manager Figure 16: SAP Asset Manager – Key Capabilities The SAP Asset Manager application manages work orders, notifications, condition monitoring, material consumption, time management, and failure analysis. SAP Asset Manager is a predictive asset management application that encompasses a series of processes required to assure superior asset performance. Through using SAP Asset Manager, you can achieve operational excellence by collaborating on asset information, predictive maintenance, and procurement of spares and services. A typical SAP Asset Manager technician process is as follows: 1. Technician downloads work orders generated through planned, predictive, or corrective processes. 2. Technician travels to location of equipment under maintenance. 3. Technician captures field data while performing equipment maintenance work. 4. Technician reports time and material consumption. 5. Technician interacts with crew, team leads, suppliers, contractors, and back office colleagues. SAP Asset Manager leverages the digital core with SAP S/4HANA and SAP Cloud Platform as the Internet of Things (IoT) platform for managing assets. The SAP Asset Manager application supports technicians who maintain enterprise assets. It allows them to perform their jobs using complex information and business logic that is always available whether they are connected to the network or working in offline environments. The following are the main components of the SAP Asset Manager application. Work Orders: Work orders are assigned to you from the back end. A work order is assigned to you because of a customer issue or a planned repair job. © Copyright. All rights reserved. 20 Lesson: SAP Intelligent Asset Management Notifications: A notification is assigned to you when there is an unplanned malfunction with objects you require to perform your planned work that you need to repair. A notification could also be assigned to you when you perform maintenance work at a site. Maps: The map feature allows you to see where your jobs and notifications are in relation to where you are currently located. Equipment: Equipment are used in both jobs and notifications. They are individual, physical, objects, such as tools, computers, or buildings. Measuring Points and Readings : Measuring points are associated with meters and sensors. Meters and sensors are always associated with assets attached to a job or notification. Time Sheets: While you are working on your jobs and notifications, they are automatically tracking your time for you. However, you can manually modify your time using the Time Sheet tab. LESSON SUMMARY You should now be able to: Describe Solutions of SAP Intelligent Asset Management (IAM) © Copyright. All rights reserved. 21 Unit 1 Learning Assessment 1. SAP S/4HANA is an upgrade of the existing SAP Business Suite Determine whether this statement is true or false. X True X False 2. Which of the following areas are available in SAP S/4HANA? Choose the correct answers. X A Enterprise Management X B Marketing X C SuccessFactors Employee Central X D Concur 3. Match the following deployment options with its definition Match the item in the first column to the corresponding item in the second column. On Premise The customer acquires a li- cense and installs the software Cloud in their own data center. Hybrid The customer rents the soft- Mobile ware for a certain period of time. SAP deploys the soft- ware in the SAP-owned data center. Mobile devices access on- premise or cloud applications. Required applications are op- erated partially by the custom- er and partially by SAP in the cloud. Both parts can be linked and integrated with each oth- er. © Copyright. All rights reserved. 22 Unit 1: Learning Assessment 4. In the cloud deployment option it is possible to deploy SAP Business Suite on any database. Determine whether this statement is true or false. X True X False 5. Which of the following is true about SAP Asset Intelligence Network cloud application? Choose the correct answers. X A It is the target of the application to maintain a global directory of pieces of equipment, that uses general definitions X B It is the target of the application, to improve the visibility of machines X C A constructing engineer is the typical user of this application X D A remote service technician is a typical user of this application 6. Which of the following is a cloud solution of SAP Intelligent Asset Management? Choose the correct answers. X A SAP ERP Enterprise Asset Management X B SAP Asset Intelligence Network X C SAP Multiresource Scheduling X D SAP Predictive Asset Insights 7. Which of the following are features of SAP Asset Intelligence Network (AIN)? Choose the correct answers. X A Provide a global registry of equipment that uses common definitions. X B Define the criticality of assets. X C Create rule-based alerts when thresholds are exceeded. X D Share equipment data between multiple business partners. © Copyright. All rights reserved. 23 Unit 1 Learning Assessment - Answers 1. SAP S/4HANA is an upgrade of the existing SAP Business Suite Determine whether this statement is true or false. X True X False Correct. SAP S/4HANA is not an upgrade of the existing Business Suite; it is a new product for which the components have been reprogrammed successively. 2. Which of the following areas are available in SAP S/4HANA? Choose the correct answers. X A Enterprise Management X B Marketing X C SuccessFactors Employee Central X D Concur Correct. Enterprise Management and Marketing are the areas that are available in SAP S/ 4HANA. © Copyright. All rights reserved. 24 Unit 1: Learning Assessment - Answers 3. Match the following deployment options with its definition Match the item in the first column to the corresponding item in the second column. On Premise The customer acquires a li- cense and installs the software Cloud in their own data center. Hybrid The customer rents the soft- Mobile ware for a certain period of time. SAP deploys the soft- ware in the SAP-owned data center. Required applications are op- erated partially by the custom- er and partially by SAP in the cloud. Both parts can be linked and integrated with each oth- er. Mobile devices access on- premise or cloud applications. Correct. In the on-premise model, the customer acquires a license and installs the software in their own data center. In the Cloud model, the customer rents the software for a certain period of time and SAP deploys the software in the SAP-owned data center. In the hybrid model, the required applications are operated partially by the customer and partially by SAP and both can be integrated with each other. Finally, in the mobile model, the mobile devices can access on-premise or cloud applications. 4. In the cloud deployment option it is possible to deploy SAP Business Suite on any database. Determine whether this statement is true or false. X True X False Correct. The deployment of SAP Business Suite on any database (on a database different to SAP HANA) is not possible in the cloud. All applications are deployed via web-based UIs. © Copyright. All rights reserved. 25 Unit 1: Learning Assessment - Answers 5. Which of the following is true about SAP Asset Intelligence Network cloud application? Choose the correct answers. X A It is the target of the application to maintain a global directory of pieces of equipment, that uses general definitions X B It is the target of the application, to improve the visibility of machines X C A constructing engineer is the typical user of this application X D A remote service technician is a typical user of this application Correct. SAP Asset Intelligence Network is the target of the application to maintain a global directory of pieces of equipment, that uses general definitions. A constructing engineer is the typical user of this application. 6. Which of the following is a cloud solution of SAP Intelligent Asset Management? Choose the correct answers. X A SAP ERP Enterprise Asset Management X B SAP Asset Intelligence Network X C SAP Multiresource Scheduling X D SAP Predictive Asset Insights Correct. SAP Asset Intelligence Network and SAP Predictive Asset Insights are cloud solutions within SAP Intelligent Asset Management. 7. Which of the following are features of SAP Asset Intelligence Network (AIN)? Choose the correct answers. X A Provide a global registry of equipment that uses common definitions. X B Define the criticality of assets. X C Create rule-based alerts when thresholds are exceeded. X D Share equipment data between multiple business partners. Correct. SAP Asset Intelligence Network (AIN) provides a global registry of equipment that uses common definitions and shares equipment data between multiple business partners (manufacturers, operators, service providers). © Copyright. All rights reserved. 26 UNIT 2 UI and UX Lesson 1 UI Clients and Technologies 28 Lesson 2 SAP UX Strategy 35 UNIT OBJECTIVES Describe the various UI Clients and Technologies and their use Explain the SAP UX strategy Describe the term User Experience © Copyright. All rights reserved. 27 Unit 2 Lesson 1 UI Clients and Technologies LESSON OBJECTIVES After completing this lesson, you will be able to: Describe the various UI Clients and Technologies and their use UI Clients and Technologies Figure 17: Client Types The most widely spread client type is SAP GUI. In the SAP GUI, you normally execute the transactions of the SAP Business Suite. It comes with the following versions: SAP GUI for Windows (WinGUI) SAP GUI for HTML (WebGUI) SAP GUI for JAVA SAP GUI Technology © Copyright. All rights reserved. 28 Lesson: UI Clients and Technologies SAP GUI is based on the Dynpro technology and allows the separation of user interface and SAP system. This is why changes in the GUI do not affect the business logic. This contains the following aspects: Why are there different GUIs for the same business application? How can you consider different client operating systems (Windows, Linux, and so on)? How can you consider different user experience? How can you consider different tasks? How can you consider different environments (Standalone-Client, Portal-Integration etc.)? In addition, the existing infrastructure such as bandwidth, terminal server, different backend releases, etc., affects the GUI. Business Client SAP Business Client (BC) – formerly known as NetWeaver Business Client (NWBC) – is a user interface client providing a role-based single entry point to SAP business applications. SAP Business Client integrates various UI frameworks and design generations aimed at a more efficient, intuitive, and complete user experience over different UI technologies, in particular harmonizing access to existing SAP GUI transactions and applications based on Web Dynpro ABAP. BC is available in the following two versions: BC for Desktop (rich client) BC for HTML (thin, browser-based, zero footprint client) SAP Fiori Launchpad The SAP Fiori launchpad is a role-based, personalized UI client based on SAPUI5 and can be deployed on different device types and platforms (SAP NetWeaver Application Server (ABAP Stack), SAP Enterprise Portal, SAP HANA Cloud Platform). SAP Fiori launchpad is browser-based and represents the central point of access for the usage of SAP Fiori apps. SAP Fiori launchpad supports SAPUI5 technology (HTML5). Furthermore, SAP GUI for HTML and Web Dynpro are also supported. © Copyright. All rights reserved. 29 Unit 2: UI and UX SAP GUI - SAP Logon Figure 18: SAP GUI You can access SAP systems via different frontend programs and technologies. SAP GUI (Graphical User Interface) is the standard access for almost all SAP solutions. SAP GUI exists in different variants, which are graphically equivalent, but which are realized in different ways. The following description refers to SAP GUI for Windows. The program SAP Logon is part of SAP GUI and connects the frontend machine with a certain SAP system. After SAP Logon has been started, it offers a list of SAP systems, for which the logon process can be started. This list belongs to the content of a file on the frontend: saplogon.ini. This file is typically pre-configured and is provided centrally. When logging on to the system, SAP Logon provides a logon load distribution for the resources provided by the system. When logging on to the SAP system, you need to enter the following data: user and password. You can personalize the system, so that these entries are unnecessary when using a Single- SignOn (SSO) solution. Additionally, you can predefine a certain client. A client usually represents a company in an SAP system. Therefore, in an SAP system with various clients, you can map and operate various companies in parallel. You can work in various modes (window of the SAP system), even if you have logged on only once to the system. After the successful logon process you reach the entry screen of the SAP system, which is also called “SAP Easy Access". SAP GUI Themes © Copyright. All rights reserved. 30 Lesson: UI Clients and Technologies The graphical appearance of SAP GUI can be adjusted using so-called themes. Via themes, you can influence the appearance of symbols, buttons and pulldown menus. Some themes were especially designed to increase the similarity with the web clients (SAP Fiori Launchpad, SAP Business Client). The Belize theme for example creates a similar experience to the one you have in the standard theme (with the same name) of the SAP Fiori Launchpad. Screen Structure SAP Easy Access represents the standard entry screen of an SAP system. In the screen area on the left, you can see a tree structure of the menus of the SAP system provided for your user. On the right, you can display, for example, a company logo. Figure 19: SAP GUI - Navigation Different Ways to Call Functions You can call functions in the system in the following ways: By using the mouse You can use the mouse to access the functions in the system through: Menu option Favorites Entry in the SAP Easy Access menu Field help (F1) You can use F1 to display an explanation of the fields, menus, functions, and messages. F1 Help also provides technical information on the relevant field. This also includes, the parameter IDs, which you can use to assign values for your user to input fields for reference to the parameter IDs. Value help (F4) © Copyright. All rights reserved. 31 Unit 2: UI and UX You can use F4 to display possible input values. F4 can also be accessed for a selected field by using the button displayed on the right-hand side of that field. If input fields are marked with a checkmark icon, then you can only continue in that application by entering a permitted value. You can identify many fields in an application as either required entry fields or optional entry fields by using transaction variants, screen variants, or customizing settings. SAP Library (Online Documentation) The SAP Library is a valuable help to get to know the system functions. From there you can access the Online Documentation. The information stored there describe not only the usage of system functionality, but also describes the concepts of system architecture, outlines examples for realistic configurations of different processes and warns of possible end-user mistakes and their results. In the Online Documentation, you can also find tips and tricks, which simply and accelerate the daily work with the system. Hint: You can access the SAP Library also via the internet. Choose http:// help.sap.com or have a look in http://www.sap.com under Education SAP Help Portal. You can access the documentation for all products in different releases from there via a comfortable full text search (per solution). Personalizing the SAP GUI The system offers numerous personalization options. Some of these can be found here. Choose Extras Settings to influence the layout of the entry screen, such as the display of a picture at the right of the screen or the display of Technical Names (Transaction Codes) in the screen SAP Easy Access. You can adjust the local layout using the Customize Local Layout button. There, you can find many possibilities to adjust, for example, the Visual Design, the Local Data, and the Quick Info. You can personalize your user profile by choosing System User Profile Own Data. The favorites in SAP Easy Access and the display variants of the status bar offer further personalization options. © Copyright. All rights reserved. 32 Lesson: UI Clients and Technologies SAP Fiori Launchpad and Business Client Figure 20: Application Types and Technologies SAP GUI Transactions SAP GUI transactions represent the traditional way of working with the SAP system. They are based on the Dynpro technology and normally run within SAP GUI for Windows. Web Dynpro Applications Web Dynpro applications are specially designed for use in web-based clients. Web Dynpro offers in contrast to SAP GUI the following advantages: Lists which display information across object types (POWL) Search functionality across object types (Enterprise Search) Context sensitive additional information (Side Panel/Business Context Viewer) SAP Fiori Apps SAP Fiori apps are usually based on the SAPUI5 technology and are designed to work on any device, often with a smartphone look and feel. In most cases, they were designed for simple tasks and, therefore, they contrast with the heavy-weight SAP GUI transactions and Web Dynpro applications. Different types of SAP Fiori apps are available: Transactional apps (ABAP/SAP HANA) Analytical apps (SAP HANA) © Copyright. All rights reserved. 33 Unit 2: UI and UX Fact Sheet apps (SAP HANA) Smart Business apps (SAP HANA) System Requirements for SAP Fiori Apps SAP Fiori apps are available for the solutions SAP Business Suite on AnyDB, SAP Business Suite on HANA and for SAP S/4HANA. The apps can be differentiated from a technical point of view and, therefore, cannot be exchanged; that is, the transactional apps for SAP Business Suite on AnyDB are usually not supported under SAP Business Suite on HANA or SAP S/4HANA. SAP S/4HANA-based apps, on the contrary, are usually not supported under SAP Business Suite on AnyDB or on SAP HANA. SAP Screen Personas SAP Screen Personas is a browser-based environment to simplify SAP GUI and Web Dynpro screens. Principally, you create a web-based copy, for example, of a SAP GUI based transaction and adjust it with simple tools. The result is a web-based and simplified copy of the transaction (flavor), which then replaces the original transaction. The new flavor is then deployed in a web-based context. If you work with the classical SAP GUI, you can influence the layout of some SAP objects via Customizing. For example, you can change the position of graphical elements, decide whether fields are visible or hidden, or whether a field entry is required or optional. Sometimes there are even dependencies based on settings with influencing fields such as transaction type, plant, or further object properties. There is no easy way to adjust the layout by shifting complete graphical elements, change the font, or to influence the color layout. If you work with Screen Personas, you have a simple technique to adjust the layout. It is not only possible to adjust individual transactions with Screens Personas, but the entire environment of the end-user. You can, for example, design the entire entry screen for the end-user individually, by reducing it to a few transactions of the SAP system. You can enrich such a layout, for example, with service and support pages provided by SAP, or of your own company. LESSON SUMMARY You should now be able to: Describe the various UI Clients and Technologies and their use © Copyright. All rights reserved. 34 Unit 2 Lesson 2 SAP UX Strategy LESSON OBJECTIVES After completing this lesson, you will be able to: Explain the SAP UX strategy Describe the term User Experience SAP UX Strategy Business Scenario You want to get an overview of the different deployment models offered by SAP in connection with solutions SAP Business Suite and SAP S/4HANA. Figure 21: Concepts and Factors IT and the use of electronic devices is no longer a phenomenon restricted to expert circles, but has reached the broad public and can be found in all social and all age groups. In this context, a more and more powerful hardware meets a variety of software products with different capabilities and complexity, which is focused on a more and more comfortable use by the consumer. The main drivers of this development are mobile devices, such as smartphones and tablet computers, which offer fast and easy-to-use user interfaces, and the focus is no longer on a vast functionality, but on a comfort of use that attracts every consumer. The focus on experts with many years of experiences no longer exists. © Copyright. All rights reserved. 35 Unit 2: UI and UX Against this background, business software has to react to this impulse and adapt to the different requirements of business users with the focus on the ease of use and a positive experience. It is obvious that the different user interfaces have a major impact on this evolution. With regard to the SAP software landscape, it is important not to be confused by the sheer number of possible combinations and use cases, but to first understand the existing strategy. Moreover, it is important to understand goal and target group of each UI technology in order to make the right decisions and, thus, avoid frustration for the end user. As a starting point, it is helpful to understand the different terms and concepts within this context. To better understand the change of philosophy, it might be a good idea to start with the concepts of User Interface and User Experience. UI vs. UX Figure 22: UI vs. UX The terms UI and UX stand for different approaches: UI from a (software) technical perspective stands for the interface between human being and computer and is focused on a most efficient communication during the moment of use. UX puts the focus on the end user and is targeted at motivation and emotion before, during and after use. The intention of the UX approach is to create a sustainable positive attitude of the user and thus make the use of the software a motivating experience. © Copyright. All rights reserved. 36 Lesson: SAP UX Strategy Central SAP UI Technologies Figure 23: Central SAP UI Technologies The key UI technologies & tools are those which directly support the SAP 'NEW - RENEW - ENABLE' user experience approach. SAPUI5 Creation of consumer-grade, stateless apps SAP Web IDE simplify the end-to-end SAPUI5 based application lifecycle Floorplan Manager / WebDynpro ABAP Creation of functional, stateful apps WebClient UI framework UI framework for SAP CRM Dynpro Most widely adopted UI technology SAP Screen Personas Beautification and streamlining of Dynpro-based screens UI Theme Designer Theming and branding of key SAP UI technologies © Copyright. All rights reserved. 37 Unit 2: UI and UX The SAP User Experience Strategy Figure 24: Figure: The SAP User Experience Strategy The SAP user experience strategy involves three components: NEW: New applications will be delivered with the latest UI technology, which in most cases is SAP Fiori. RENEW: The most important and most widely used applications will be renovated by SAP regarding their UI. EMPOWER: The less used applications can be improved by the customer by using various technologies. © Copyright. All rights reserved. 38 Lesson: SAP UX Strategy Unified UX Direction for All SAP Software Figure 25: Unified UX Direction for All SAP Software The aspiration is to have harmonization across solutions. For the same role, moving from application to application, the aim is to have a single point of access and a similar UX across solutions. The preferred technology for this harmonization is SAP Fiori. LESSON SUMMARY You should now be able to: Explain the SAP UX strategy Describe the term User Experience © Copyright. All rights reserved. 39 Unit 2 Learning Assessment 1. Match the following SAP UI clients with its correct definition. Match the item in the first column to the corresponding item in the second column. SAP GUI is a user interface client pro- viding a role-based single entry SAP Business Client point to SAP business applica- SAP Fiori launchpad tions is a role based, personalized UI client based on SAPUI5 is based on the Dynpro tech- nology 2. Web Dynpro applications are specially designed for use in web-based clients. Determine whether this statement is true or false. X True X False 3. Which of the following technologies is the preferred technology to achieve a harmonization across solutions? Choose the correct answer. X A SAP Fiori X B SAP Screen Personas X C Floorplan Manager X D Dynpro 4. UX is focused on the technical aspects of communication during the moment of use. Determine whether this statement is true or false. X True X False © Copyright. All rights reserved. 40 Unit 2 Learning Assessment - Answers 1. Match the following SAP UI clients with its correct definition. Match the item in the first column to the corresponding item in the second column. SAP GUI is based on the Dynpro tech- nology SAP Business Client is a user interface client pro- SAP Fiori launchpad viding a role-based single entry point to SAP business applica- tions is a role based, personalized UI client based on SAPUI5 Correct. SAP GUI is based on the Dynpro technology. SAP Business Client is a user interface client providing a role-based single entry point to SAP business applications. SAP Fiori launchpad is a role based, personalized UI client based on SAPUI5. 2. Web Dynpro applications are specially designed for use in web-based clients. Determine whether this statement is true or false. X True X False Correct. Web Dynpro applications are specially designed for use in web-based clients. 3. Which of the following technologies is the preferred technology to achieve a harmonization across solutions? Choose the correct answer. X A SAP Fiori X B SAP Screen Personas X C Floorplan Manager X D Dynpro Correct. SAP Fiori is the preferred technology to achieve a harmonization across solutions. © Copyright. All rights reserved. 41 Unit 2: Learning Assessment - Answers 4. UX is focused on the technical aspects of communication during the moment of use. Determine whether this statement is true or false. X True X False Correct. UX puts the focus on the end user and is targeted at motivation and emotion before, during, and after use. © Copyright. All rights reserved. 42 UNIT 3 Organizational Levels Lesson 1 Understanding Organizational Levels 44 UNIT OBJECTIVES Explain the organizational levels relevant for Asset Management Explain and understand maintenance plant and planning plant Explain and understand maintenance work center © Copyright. All rights reserved. 43 Unit 3 Lesson 1 Understanding Organizational Levels LESSON OBJECTIVES After completing this lesson, you will be able to: Explain the organizational levels relevant for Asset Management Explain and understand maintenance plant and planning plant Explain and understand maintenance work center Organizational Levels Business Scenario Your company wants to implement Asset Management with SAP S/4HANA. Depending on the structure of your company, maintenance planning is either plant-based (decentralized) or cross-plant (centralized). After you have clarified the structure of your organization, you want to make the necessary additions from a Plant Maintenance perspective in Customizing for the SAP system. Sequence for Defining the Organizational Levels Figure 26: Sequence for Defining the Organizational Levels Step 1: © Copyright. All rights reserved. 44 Lesson: Understanding Organizational Levels Plant Maintenance is often only implemented after other components, such as Financial Accounting (FI), Controlling (CO), or Materials Management (MM) have been implemented. This means that the company structure is for the most part predefined in the system. Now, the existing structure must be analyzed from a Plant Maintenance perspective and extended to include the maintenance-specific parts. Step 2: 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. Step 3: In this step, the maintenance planner groups are assigned to planning plants, and maintenance work centers are assigned to maintenance plants. Structured Organizational Levels Figure 27: Structured Organizational Levels The organizational levels are structured as follows: 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 © Copyright. All rights reserved. 45 Unit 3: Organizational Levels 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. 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. Maintenance Work Centers The units of capacity in plant maintenance are managed as Maintenance Work Centers. Maintenance work centers are assigned to the respective maintenance plant as workshops. Organizational Unit The Organizational Unit (Org Unit) is one of the building blocks in HR (Human Resources) to build up an organizational structure. An organizational unit can be assigned to a maintenance work center. This allows you to specify different teams both from a logistical and an HR perspective. Personnel Number The Personnel Number is the business object used in HR to describe an employee with all its different data. Business Partner The Business Partner in SAP S/4HANA is the mandatory approach to create master data such as persons, groups of persons and organizations. Examples are customer, vendor, personnel number, and so on. Each personnel number has a mandatory business partner assigned. SAP User To log on to an SAP system, every user needs an SAP User, which holds the different logon parameters, the roles combined with access rights, and so on. The SAP User is coupled with the personnel number (and the business partner). So, when a user logs on to an SAP S/4HANA system, all different perspectives and data views of this user are covered. © Copyright. All rights reserved. 46 Lesson: Understanding Organizational Levels Cross-Plant Maintenance Figure 28: Cross-Plant Maintenance Plant-specific planning: 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). Cross-plant planning: 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. © Copyright. All rights reserved. 47 Unit 3: Organizational Levels Maintenance Work Centers Figure 29: Maintenance Work Centers A work center is an organizational unit where work can be carried out. Examples for work centers are: A machine A group of machines A person A group of people In plant maintenance, work centers are used in Asset Management as follows: Responsible work center in the master record of equipment and functional location Responsible work center in a maintenance item Responsible work center in the header of a task list Executing work center in the operations of a task list Responsible work center in the order header Executing work center in the operations of an order Work centers belong to the master data and provide the capacity that is required to perform a task. © Copyright. All rights reserved. 48 Lesson: Understanding Organizational Levels Work Center - Content Figure 30: Work Center - Content Basic data contains general data such as the work center category, description, and usage. Work center links provide the connection between work centers and other objects in the SAP system. You can link a work center to the following objects: Cost center Qualifications Positions People The links are valid for certain periods of time. LESSON SUMMARY You should now be able to: Explain the organizational levels relevant for Asset Management Explain and understand maintenance plant and planning plant Explain and understand maintenance work center © Copyright. All rights reserved. 49 Unit 3 Learning Assessment 1. A maintenance plant can also be a planning plant. Determine whether this statement is true or false. X True X False 2. A location (for example, building F-141) can exist only once in the enterprise. Determine whether this statement is true or false. X True X False 3. A planner group will be assigned to a planning plant. Determine whether this statement is true or false. X True X False 4. A maintenance plant will be assigned to a planning plant. Determine whether this statement is true or false. X True X False © Copyright. All rights reserved. 50 Unit 3: Learning Assessment 5. Which of the following is true about a maintenance planning plant? Choose the correct answers. X A The Plant at which the operational systems of a company are installed is called the maintenance plant. X B If maintenance work is planned at this plant, the maintenance plant is also the maintenance planning plant. X C The maintenance planning plant and the maintenance plant can never be the same. X D It is the highest-level element of all the organizational units. 6. The units of capacity in plant maintenance are managed in _____________. Choose the correct answer. X A Maintenance Work Centers X B Organizational Units X C Maintenance Planning Plant X D Maintenance Plant © Copyright. All rights reserved. 51 Unit 3 Learning Assessment - Answers 1. A maintenance plant can also be a planning plant. Determine whether this statement is true or false. X True X False Correct. A maintenance plant can also be a planning plant. 2. A location (for example, building F-141) can exist only once in the enterprise. Determine whether this statement is true or false. X True X False Correct. The location is dependent on the plant and therefore can occur once per plant. 3. A planner group will be assigned to a planning plant. Determine whether this statement is true or false. X True X False Correct. A planner group will be assigned to a planning plant. 4. A maintenance plant will be assigned to a planning plant. Determine whether this statement is true or false. X True X False Correct. A maintenance plant will be assigned to a planning plant. © Copyright. All rights reserved. 52 Unit 3: Learning Assessment - Answers 5. Which of the following is true about a maintenance planning plant? Choose the correct answers. X A The Plant at which the operational systems of a company are installed is called the maintenance plant. X B If maintenance work is planned at this plant, the maintenance plant is also the maintenance planning plant. X C The maintenance planning plant and the maintenance plant can never be the same. X D It is the highest-level element of all the organizational units. Correct. The Plant at which the operational systems of a company are installed is called the maintenance plant. If maintenance work is planned at this plant, the maintenance plant is also the maintenance planning plant. 6. The units of capacity in plant maintenance are managed in _____________. Choose the correct answer. X A Maintenance Work Centers X B Organizational Units X C Maintenance Planning Plant X D Maintenance Plant Correct. The units of capacity in plant maintenance are managed in Maintenance Work Centers. © Copyright. All rights reserved. 53 UNIT 4 Technical Objects Lesson 1 Understanding Functional Locations 55 Lesson 2 Equipment and Serial Numbers 61 Lesson 3 Bills of Materials (BOMs) 67 UNIT OBJECTIVES Understand the concept of Functional Locations Structure Technical systems Check a functional location Understand the concept of equipment and serial numbers Display an equipment Display a serial number Describe how BOMs are used in plant maintenance Assign BOMs to technical objects © Copyright. All rights reserved. 54 Unit 4 Lesson 1 Understanding Functional Locations LESSON OBJECTIVES After completing this lesson, you will be able to: Understand the concept of Functional Locations Structure Technical systems Check a functional location Functional Locations Business Scenario In a company, you first need to decide which technical systems and buildings are relevant for maintenance and need mapping in the system. You need to use functional locations to map more complex technical systems, equipment to map individual objects, and maintenance bills of material to map spare parts. Figure 31: Step Sequence for Structuring of Technical Systems Step 1: © Copyright. All rights reserved. 55 Unit 4: Technical Objects When you start to map technical objects, you need to decide which objects are relevant for plant maintenance, that is, which objects require maintenance measures and which objects are relevant for reporting purposes. Step 2: You choose the structuring instruments for each object (functional location, equipment, assembly, and material) and then create the structure. Step 3: You create characteristics (technical characteristics such as electrical output) and classes such as pump classes. All technical characteristics become available for an object when a technical object such as equipment is assigned to a class. Step 4: You can run a check on the construction status for complex equipment and systems that are based on a to-be structure. Functional Location Figure 32: Functional Location Functional locations are hierarchically ordered structures that represent a technical system, building, or part thereof. You can structure a functional location according to spatial criteria (for example, building 1 and building 2), technical criteria (for example, press, press frame, and press hydraulics), or functional - that is, process-oriented - criteria (for example, polymerization and condensation). The aim of creating a functional location is to structure a technical system or building into units that are relevant for plant maintenance. When you create a functional location, it takes on the function of the location where individual objects (such as engines, gearboxes, pumps, and so on) can be installed. In such cases, you can view removal and installation locations both from the point of view of the installation location and also from the point of view of the individual installed or removed object. © Copyright. All rights reserved. 56 Lesson: Understanding Functional Locations Figure 33: Criteria for Functional Locations You can use functional locations to structure your systems based on the following conditions: The structures of the technical systems in your company have to be represented according to functional criteria. The maintenance tasks have to be performed for certain parts of your technical system and this work must be recorded. The technical data for certain parts of your technical system has to be stored and evaluated over a long period of time. The costs of maintenance tasks have to be monitored for certain parts of your technical system. The effects of the usage conditions on the probability of damage to the installed equipment have to be analyzed. © Copyright. All rights reserved. 57 Unit 4: Technical Objects Figure 34: Example of Functional Location Structure The structure of a functional location is based on the structure indicator. If you create a new functional location, the system c

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