breaking through barriers to progress Plant Maintenance in SAP A functional perspective By – Gopinath an award winning '2004 Future 50 Company' 18650 W. Corporate Drive Suite 120 Brookfield, WI 53045 262.792.0200 SAP R/3 - Overview Overview: R/3 Overview and Integration TeamSAP Academy R/3 Overview & Integration Getting Started R/3 Applications FI SD Financial Accounting Sales Sales & Distribution CO MM Materials Materials PP Mgmt Production Planning Planning Controlling AM Asset Mgmt Mgmt R/3 PS Client / Server Project Quality System Mgmt ABAP PM WF QM Plant Plant Maintenance Workflow HR IS Human Resources Industry Solutions Support & Services System-Wide Concepts R SAP AG 2 Plant Maintenance - Overview SAP R/3 Modules FI SD Logistics MM PP Controlling Production Planning TR R/3 QM PM Plant Maint. Maint. Human Resources CO Material Manag. Manag. Quality Manag. Manag. Accounting Financial Accounting Sales & Distrib. Distrib. Treasury Client / Server ABAP PS Project System WF Workflow HR IS Human Resources. Industry Solutions Cross Application Functions R SAP AG 3 Plant Maintenance - Overview What Is Integration? SD MM PP FI CO AM R/3 QA PM HR PS WF IS Common organizational structures throughout the system Seamless processing of common data between applications Comprehensive support and reference tools Common reporting features and functionality Object and application linking and overall system communication R SAP AG 4 Plant Maintenance - Overview Organization of Plant Maintenance: Business Scenario Plant Maintenance is an integral part of the company and has numerous links to other enterprise areas. Depending on the company structure, maintenance planning is either plantbased (decentralized) or cross-plant (centralized). SAP AG 1999 5 Plant Maintenance - Overview Structure of Plant Maintenance EQM Technical Data Functional locations Equipment Assemblies Bills of material Networks of technical objects PRM Preventive Maintenance Task lists Maintenance plans WOC Maintenance Processing Maintenance notifications Maintenance orders PMIS Plant Maintenance Information System CRP Work Centers and Capacity Maintenance work centers SAP AG 1999 6 Plant Maintenance - Overview Concept of Plant Maintenance Master data Characteristics Classes Equipment / functional locations Cost records Cost center Bills of material Task lists Maintenance work centers Maintenance strategies Planning Maintenance notification Order processing Material reservation Material issues Maintenance plans Maintenance order Capacity load Time confirmation Purchase requisition Purchase orders / release order Goods receipt / invoice receipt SAP AG 1999 7 Plant Maintenance - Overview Organizational Structures in Plant Maintenance General Organizational Units in Logistics Client Company code Plant Location-Based Organizational Units Maintenance plant Location Plant section For example, site, building, coordinate For example, production area, plant engineer Planning-Based Organizational Units Maintenance planning plant Maintenance planner groups Maintenance work centers For example, foreman, work scheduling For example, mechanics SAP AG 1999 8 Plant Maintenance - Overview Cross-Plant Maintenance Plant 1200 Plant 1300 Maintenance requirement Maintenance requirement Workshops Warehouse Plant 1000 Planning of maintenance requirements Maintenance requirement Workshops Material SAP AG 1999 9 Plant Maintenance - Overview Maintenance Work Centers Maintenance work centers For example: Welding Metalworking Mechanics SAP AG 1999 10 Plant Maintenance - Overview Work Center: Contents Basic data General data Capacity data Capacity categories Scheduling Links Capacity / pool capacity Available capacity profile Activity types Activity types Activity types Cost center Work center Person Staffing assignment Staffing assignment Qualification Staffing assignment Time SAP AG 1999 11 Plant Maintenance - Overview Work Center: Main Functions Work Work Center Center 10 11 Default Default values values for for task task lists lists and and orders orders Costing Costing data data Scheduling Scheduling data data and and available available capacity capacity Task Task list list // order order Costing Costing Lead Lead time time scheduling scheduling Capacity Capacity planning planning 2,724.00 2,724.00 1,200.00 1,200.00 124.00 124.00 4,048.00 4,048.00 SAP AG 1999 12 Plant Maintenance - Overview Functional Location Functional location = multi-level, hierarchical structure, organized according to ... Spatial Technical Functional Criteria SAP AG 1999 13 Plant Maintenance - Overview Criteria for Functional Locations When is a functional location created? Execution of maintenance tasks Recording of maintenance tasks Data collection over long periods of time Cost monitoring by area What effect do the usage conditions have on the likelihood of damage to the installed aggregates? SAP AG 1999 14 Plant Maintenance - Overview Automatic Assignment Upon Creation Existing functional locations C1 Clarification plant C1-M Mechanical cleaning C1-M01 Sand trap New functional locations C1-B Biological cleaning C1-M02 Oil/fat trap C1-M01-2 C1-M01-2 Ventilator Ventilator C1-B01 Pump plant C1-M02-2 Ventilator C1-B01-1 Pump 1 C1-B02 Filtering station C1-B02-2 Filter cell SAP AG 1999 15 Plant Maintenance - Overview Example of Functional Location Structure C1 Clarification plant C1-M Mechanical cleaning C1-M01 Sand trap C1-B Biological cleaning C1-M02 Oil/fat trap C1-B01 Pump plant C1-M01-1 C1-M01-2 C1-M01-3 C1-M02-1 C1-M02-2 C1-M02-3 Sand Fat Reservoir Ventilator dredger Reservoir Ventilator dredger C1-B02 Filtering station C1-B01-1 C1-B01-2 C1-B02-1 C1-B02-2 Filter cell Pump 1 Pump 2 Ventilator C1-B02-1A C1-B02-1B C1-B02-2A C1-B02-2B C1-B02-2C Filtrate Valve 1 Valve 2 Inlet level Outlet C1-B02-2A/1 C1-B02-2A/2 Valve 1 Valve 2 C1-B02-2C/1 C1-B02-2C/2 Valve 1 Valve 2 SAP AG 1999 16 Plant Maintenance - Overview Criteria for Equipment Master Record When is a piece of equipment created? Management of individual data Recording of maintenance tasks Object-based recording of costs Evaluation of technical data Recording of usage times SAP AG 1999 17 Plant Maintenance - Overview Equipment Master Record Location A Equipment Equipment master master record record Equipment usage Location B List Classification X X X X X X X General General Documents / technical drawings Location Location Multilingual texts Organization Organization Address / partner Structure Measuring points / counters 0471 0123 Permits Internal note SAP AG 1999 18 Plant Maintenance - Overview Bills of Material in Company Production bill of material Maintenance bill of material SAP AG 1999 Engineering/design bill of material Costing bill of material 19 Plant Maintenance - Overview Breakdown Maintenance: Business Scenario For breakdown maintenance, the data required for the other business processes needs to entered quickly and easily so that the subsequent steps can be executed. SAP AG 1999 20 Plant Maintenance - Overview Business Process: Breakdown Maintenance 1 2 Notification 1 3 Planning Scheduling 4 2 Execution Execution 5 3 Completion • Technical object • Description • Date • Malfunction • Work to be performed • Material • Internal/external resources • Tools • Order release • Printout • Capacity leveling • Availability check • Planned/unplanned material withdrawal • External procurement • Time confirmation • Order settlement • Technical completion • Technical confirmation History Material Material usage, usage, orders, orders, notifications, notifications, PMIS, PMIS, usage usage list list SAP AG 1999 21 Plant Maintenance - Overview Maintenance Order: Putting in Process Status 'RELEASED' Order papers Put in process SAP AG 1999 22 Plant Maintenance - Overview Time Confirmations Initial screen Individual entry Collective entry Collective entry using operation list Overall completion confirmation Scope Partial confirmation Final confirmation Reversal option SAP AG 1999 23 Plant Maintenance - Overview Maintenance Order: Technical Completion Order 901760 Limited ability to change order Status 'Technically completed' Define location and account assignment data Create settlement rule Set deletion flag for purchase requisitions Close open reservations Close open capacities SAP AG 1999 24 Plant Maintenance - Overview Cycle for Corrective Maintenance 1 2 Notification • Technical object • Description • Date • Malfunction • Work to be performed • Material • Internal/external resources • Tools Planning 3 Scheduling 4 Execution 5 Completion • Order release • Printout • Capacity leveling • Availability check • Planned/unplanned material withdrawal • External procurement • Time confirmation • Order settlement • Technical completion • Technical confirmation History Material usage, orders, notifications, PMIS, usage list SAP AG 1999 25 Plant Maintenance - Overview Definition of Maintenance Notification Describes the condition of a maintenance object, particularly a malfunction Malfunction report Describes a maintenance activity already performed (purely technical documentation) Activity report Requests a maintenance service/task Maintenance request SAP AG 1999 26 Plant Maintenance - Overview Maintenance Notification: Structure Notification Date / time / reported by Description Object: Functional location Equipment Assembly Material serial number Location data Breakdown / availability Notification Text items Activities Tasks Damage location Damage Cause of damage Activity Execution factors Dates Task description SAP AG 1999 27 Plant Maintenance - Overview Maintenance Notification: Object Information Orders Notifications Maintenance dates Documents i Processing days Object information Links Structure list Breakdowns SAP AG 1999 28 Plant Maintenance - Overview Select Maintenance Notifications Why ? Find particular maintenance notification Process several maintenance notifications simultaneously Restrict planning worklist Scope Notification Notification items Tasks Customizing Selection conditions Field selection Functions Different sorting Select / delete complete list Different list fields, internal display variant Display breakdowns graphically Excel processing SAP AG 1999 29 Plant Maintenance - Overview Print Maintenance Notifications Maintenance notification Notification overview Fax transfer Activity report Breakdown report SAP AG 1999 30 Plant Maintenance - Overview Cycle for Corrective Maintenance 1 2 Notification Planning 3 Scheduling 4 Execution 5 Completion • Technical object • Description • Date • Malfunction • Work to be performed • Internal/external resources • Order release • Printout • Material • Tools • Capacity leveling • Availability check • Planned/unplanned material withdrawal • External procurement • Time confirmation • Order settlement • Technical completion • Technical confirmation History Material usage, orders, notifications, PMIS, usage list SAP AG 1999 31 Plant Maintenance - Overview Creation of Maintenance Orders Direct creation of order Maintenance order / notification Creation of order based on notification Maintenance notification Combination of maintenance notifications for maintenance order Maintenance order Maintenance notification Maintenance notification Maintenance order Maintenance notification Entry of order with subsequent activity report Maintenance order Maintenance notification Automatic generation of maintenance order from maintenance item Maintenance item Maintenance order SAP AG 1999 32 Plant Maintenance - Overview Characteristics of Maintenance Orders Flexibility of order processing Object reference Single object Object list Period of validity Single order Standing order Execution Internal processing External processing SAP AG 1999 33 Plant Maintenance - Overview Stock Material - Process Flow Component assignment Material reservation Availability May check Order release Printing Automatic availability check May Goods issue SAP AG 1999 34 Plant Maintenance - Overview Cycle for Corrective Maintenance 1 2 Notification • Technical object • Description • Date • Malfunction • Work to be performed • Material • Internal/external resources • Tools Planning 3 Scheduling 4 Execution 5 Completion • Order release • Printout • Capacity leveling • Availability check • Planned/unplanned material withdrawal • External procurement • Time confirmation • Order settlement • Technical completion • Technical confirmation History Material usage, orders, notifications, PMIS, usage list SAP AG 1999 35 Plant Maintenance - Overview Resource Planning: Availability Check Material withdrawal for cost center Plant stock Stock transfer to other plant Inward stock movement from purchase order Inward stock movement from internal production Maximum ATP quantity Stock profile Safety stock Today Requirement date SAP AG 1999 36 Plant Maintenance - Overview Maintenance Order: Printing Maintenance order Fax transfer Job ticket Material withdrawal Operation control ticket slip Confirmation Pick list slip Time ticket Object list SAP AG 1999 37 Plant Maintenance - Overview Order Completion Confirmation: Times / Activities Times Individual entry Collective entry Overall completion confirmation Time sheet (CATS) Activities Activity reports Overall completion confirmation Confirmation texts Object changes Measurement readings SAP AG 1999 38 Plant Maintenance - Overview •Questions ?? •Contact Details : mail id : gthangavelu@darylflood.com Cell : 469-879-4674 Residence : 972-444-8510 39