EHP5 for SAP ERP 6.0 September 2011 English SAP Best Practices for Environment, Health and Safety Management V1.605 Solution Scope Document SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope Copyright © 2011 SAP AG. 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 AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. 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These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. © SAP AG Page 2 of 10 SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope Icons Icon Meaning Caution Example Note Recommendation Syntax External Process Business Process Alternative/Decision Choice Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP AG Page 3 of 10 SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope Contents 1 Purpose ................................................................................................................................... 5 2 Supported Business Processes or Scenarios ......................................................................... 5 2.1 EHS Management Product Safety (935) ....................................................................... 5 2.2 EHS Management Dangerous Goods Management (936) ........................................... 5 2.3 EHS Management Industrial Hygiene and Safety (937) ............................................... 6 2.4 EHS Management Waste Management (938) .............................................................. 6 2.5 EHS Management Business Compliance Services (939) ............................................. 7 2.6 REACH: Substance Volume Tracking (Sales) (944)..................................................... 7 2.7 EHS Management: Activate Document Splitting (960) ................................................. 8 2.8 EHS Management: Recipe Development on PLM Web UI (974) ................................. 8 2.9 EHS Management: Occupational Health (975) ............................................................. 9 2.10 EHS Management: Substance Volume Tracking (Purchasing) (990)........................... 9 2.11 EHS Management: Global Label Management (991) ................................................... 9 2.12 EHS Management: Audit Management (999) ............................................................. 10 © SAP AG Page 4 of 10 SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope SAP Best Practices for Environment, Health, and Safety Management 1 Purpose This solution scope provides an overview of the processes and functions covered by SAP Best Practices for Environment, Health and Safety Management. It describes the functions and explains their business purposes. The solution scope does not provide technical explanations of how to use the functions. For more information on this topic, see the Business Process Documentation documents. 2 Supported Business Processes or Scenarios 2.1 EHS Management Product Safety (935) This scenario covers the life cycle of a finished product starting from the development phase (R&D) up to the sales cycle (SD). It describes how to maintain chemical, physical, safety, and other data for the substances that are used and processed in the EHS Management specification database; this is information that is gathered during R&D. The amount of data that you have to maintain can be greatly limited by using the reference functionality: Data that you maintain for one specification can be passed on to all other specifications that have the same properties. When the product is available and all of its data is maintained correctly, this data is used to create material safety data sheets (SDSs, MSDSs), which you then manage in the EHS Management report information system. The product safety component supports you in adhering to a specified sequence of steps when creating and releasing new MSDSs. Historical versions of MSDSs can be tracked. The Safety Data Sheets are required during the sales cycle because legislation obliges producers to send this kind of report to their customers. EHS Management automatically handles this during the sales process (order, delivery) and makes sure that a customer is always in possession of an up to date safety data sheet. Process Flow This building block deals with the following processes: Maintaining and updating substance data Maintaining phrase data Creating and releasing safety data sheets Printing safety data sheets Automatic shipping of safety data sheets to customers 2.2 EHS Management Dangerous Goods Management (936) This scenario describes how data relevant to dangerous goods can be maintained in compliance with the respective legal provisions. The data relevant to dangerous goods can be kept in the EHS Management specification database and then transferred to the dangerous goods master, an independent object in the SAP Sales and Distribution module. © SAP AG Page 5 of 10 SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope When a sales order or delivery is created, basic dangerous goods checks can be performed, especially whether the specified quantity of the product in question can be transported on a specified route by a specified means of transport. When a product that is subject to dangerous goods regulations is shipped, the delivery note has to contain certain additional dangerous goods related information. Process Flow The following processes are provided to support the dangerous goods management scenario: Creating delivery Creating a sales order and performing a dangerous goods check Creating a standard delivery and delivery note 2.3 EHS Management Industrial Hygiene and Safety (937) This scenario deals with management of hygiene-related and safety-related information and measures, performance of risk assessments, creation of standard operating procedures (SOPs) and drawing up a hazardous substances register. The basis of the industrial hygiene and safety scenario is the definition of workplaces and a workplace hierarchy in the company. Hygiene and safety have a large impact on employees (concentration of chemical agents in the air, noise, bright light, posture stress) and related safety measures with respect to the workplaces. The impacts are summarized and evaluated in a risk assessment. Ratings allow you to rank the impacts according to seriousness. When processing or handling hazardous substances, it may be legally required or at least advisable to post standard operating procedures, containing, among other information, emergency first aid measures, and disposal recommendations. The necessary substancespecific data is maintained in the EHS Management specification database, and using the workplace hierarchy that was defined, SOPs can be assigned to the individual workplaces. The creation of the SOPs is similar to the creation of Material Safety Data Sheets, with defined steps to release a SOP and management of historical and current versions. Process Flow The following processes are provided to support the EHS Management Industrial Hygiene and Safety scenario: Defining work areas Maintaining IHS data Integration of storage locations for hazardous substance register Maintaining exposure profiles Generating substance register Defining safety measures Creating and displaying SOPs 2.4 EHS Management Waste Management (938) The Waste Management module within EHS Management is used to execute a variety of different waste disposal processes. The function modules are used to integrate standard functions of SAP solutions in waste disposal processes. The more deeply integrated the processes are, the more standard functions of the SAP solutions are used to include commercial and logistic requirements. © SAP AG Page 6 of 10 SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope The following basic waste disposal business processes are available: Legally compliant disposal processing Legally compliant disposal processing using internal quantities Legally compliant and commercial disposal processing Legally compliant, commercial, and logistic disposal processing The processes can be configured and run using the standard functionalities of EHS Management Waste Management. Additional function modules are available to execute other waste disposal processes, but are not part of the standard system. This document focuses on the legally compliant disposal processing and waste processing tasks, which are executed by the environmental department. 2.5 EHS Management Business Compliance Services (939) This scenario describes the maintenance of chemical, physical, safety, and other data for substances with the help of a data provider. The amount of data that you have to maintain can be reduced if a third-party provider maintains the basic information and creates the relevant MSDS. The data comes back to you in the form of load files and compliant MSDS in PDF, which can be used in the EHS Management report information system. The data can be fully integrated in the automatic report shipping process. Process Flow The following processes are provided to support the EHS Management Business Compliance Services scenario: Request for compliant MSDS to a third-party provider (fill-out forms) Import of some basic substance data Import of MSDS in PDF Shipping of MSDS to customers in PDF 2.6 REACH: Substance Volume Tracking (Sales) (944) The scenario Substance Volume Tracking (Sales) shows you how the system tracks new substance amounts that you order or produce. It also shows how the system can warn you and is even able to block the process if certain amounts of a substance are exceeded. The scenario also guides you through the follow-up process of reregistration when you need to raise a substance threshold that has been reached or even passed. Process Flow This scenario consists of the following steps: Creation of purchase orders Creation of process orders Running of SVT reports Showing tracked amounts and carrying out follow-up activities Key Points Process variant: SVT within procurement © SAP AG Page 7 of 10 SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope Process variant: SVT within manufacturing 2.7 EHS Management: Activate Document Splitting (960) EHS Management Activate Document SplittingDocument splitting enables a complex display of documents. It ensures that you can draw up complete financial statements for the selected dimensions at any time. Using the document splitting procedure, you can also create a segmented display of a (partial) balance sheet, according to a legal requirement (for example, GAAP), or according to areas of responsibility. The Segment field is a standard field in the totals table for New General Ledger Accounting (FAGLFLEXT) New FI drilldown reporting functions let you create segment financial statements. Document splitting is only relevant for the general ledger; it does not need to be visible from within the sub ledgers. Key Points Extensibility and flexibility – to add new fields, you can create management reports, supplementary balance sheets, and profit–and–loss statement for industry–specific and enterprise–specific purposes. Increased data quality – the results of the document split are visible in the document itself. This eliminates the need for additional check steps in alternative lists, and improves data quality. Accelerated closing – The elimination of additional periodic splitting programs significantly speeds up the closing process. 2.8 EHS Management: Recipe Development on PLM Web UI (974) This scenario covers the research and development (R&D) of a product within the development phase. It describes how to create a recipe and the corresponding formula for a product. It uses specifications to define the input items that are linked to the raw materials to be used. It defines the output specification that is linked to the finished material that is produced. This can be used to describe the production process (process steps) and also to perform compliance checks to insure the recipe meets regulatory checks. The recipe, once created and approved, is used to create the Bill of Material (BOM). This is linked to the recipe via the PLM function of Guided Structure Synchronization (GSS). GSS enables the recipe and BOM product to be synchronized and to allow changes to be reviewed and accepted by the manufacturing function. Process Flow This building block deals with the following processes: Checking raw material specifications Creating a product specification Creating and releasing the recipe Creating the material for the product specification Assigning the material to the product specification Creating the change record Creating and synchronizing with a Bill of Material © SAP AG Page 8 of 10 SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope 2.9 EHS Management: Occupational Health (975) This component supports general employee occupational healthcare in your enterprise, as well as the planning and execution of special health surveillance protocols. Special surveillance is required for those persons who may be exposed to certain influences of a chemical, physical, or biological nature at their workplace, or who perform activities that pose a health hazard. Health surveillance protocols can also include vaccinations or – as in the United States – random drug tests. Schedule planning enables you to determine which persons need to be registered for health surveillance protocols. You can also open medical services and plan the appropriate appointments for each of them. Medical service component enables you to enter and manage all the necessary examination data, such as diagnoses, examination results, work restrictions for health reasons, and so on. You can also import the results of medical tests from external systems. And occupational health questionnaires are also completed in the medical service component. Injury/illness log enables you to enter and manage data in the SAP system for any in-company medical treatment. This includes first aid in the event of accidents or minor injuries, treatment of old injuries, or treatment of persons who feel unwell. Process Flow This building block deals with the following processes: Maintaining Examinations, Protocols and Diagnosis Types and Categories Maintaining Questionnaires and Catalogs Creating Medical Surveillance and Injury/illness logs 2.10 EHS Management: Substance Volume Tracking (Purchasing) (990) This scenario leads you through the purchasing process that allows US companies to determine the substance quantities imported into US Customers in their SAP ERP system. It shows you how the system tracks substance amounts that you purchase. It also shows how the system can warn you and is even able to block the process if certain amounts of a substance are exceeded. The process also guides you through the follow-up process of Re-registration when you need to raise a substance threshold that has been reached or even passed. Process Flow This building block deals with the following processes: Creation of Purchase Orders Online Checks Run SVT Reports Show tracked amounts and carry out follow-up activities Key Points Process variant: SVT within Procurement 2.11 EHS Management: Global Label Management (991) Labels are required for different purposes in an enterprise. The labels that are required therefore depend on the product to be labeled, its properties, and its packaging. This scenario helps you to © SAP AG Page 9 of 10 SAP Best Practices SAP Best Practices for Environment, Health and Safety Management: Solution Scope enter all your requirements for labels and additional label-specific data. You can use this data to allow the system to determine and print suitable labels in other labeling scenarios; Make-toStock, Make-to-Order, Delivery, Goods Receipt, Generic and Sample. For dangerous chemicals you require labels that contain hazard symbols and safety information. Labels with dangerous goods symbols and information must also appear on the transport packaging. In certain cases specific labels are required for individual customers. This process describes how to create all of this data for labels. Process Flow This building block deals with the following processes: Maintaining labeling scenarios Creating label sizes and label stocks Set up printers for label printing 2.12 EHS Management: Audit Management (999) This scenario describes the management of Audits from an EHS Management perspective. It demonstrates creation of audits, question lists, corrective actions, and valuation of audits to obtain the assessment for the audit. EHS Management: Audit Management allows companies to schedule audits for compliance with EHS regulations and eliminate the risk of being penalized for non-conformance. It allows the companies to proactively identify non-conformance and correct such issues to promote a safe workplace and sustainable environment. Process Flow The following processes are provided to support this scenario: Creating Audits Creating Question List Templates Assigning Question Lists to Audit. Valuating the Audits Creating and Monitoring Corrective Actions © SAP AG Page 10 of 10