SAP Training Participants Guide Production Master Data is a process that occurs only at the plant level for the work centers, routings and production versions. Master Data Work Centers Routing Production Versions Version: 1.0 Page 1 of 23 SAP Training Participants Guide Master Data Work Centers, Routings and Production Versions Overview Introduction BWAY master data management is both a central logistics and plant function that can be used to change various aspects of production basic data. Example: BWAY master data management at the plant level will create/change master data pertaining to work centers, routings and production versions. In SAP, this scenario is used to manage approved work centers, routings and production versions. Routing - A routing type that defines one or more sequences of operations for the production of a material. Routing Group - A routing group combines routings that describe similar production processes and are used to produce similar materials Routing Sequence - The order in which several assets are assigned to one collateral agreement Routing Operation - Independent part of a recipe executed on a processing unit. Routing Control Key - Determines which business transactions should be executed for the object that belongs to the task list or order (for example scheduling or costing). Routings: The routing describes the operations, production steps that need to be applied for production of an item. It is possible and recommended to define group routings without a specific product number. Products are allocated to this group routing. Re-using applicable existing routings reduces the number of new routings to be created. Routing is plant specific. It can also be defined for a lot-size. The header contains a usage, status and planner group. Page 2 of 23 SAP Training Participants Guide Introduction - continued Objectives By the end of this chapter, you will be able to understand: Work Center 1. Create Work Center (CR01) 2. Change Work Center (CR02) 3. Display Work Center (CR03) 4. Work Center List (CR05) 5. Work centers assignment to cost center (CR06) 6. Work center Hierarchy (CR08/CR21) Routings 1. Create Routing (CA01) 2. Change Routing (CA02) 3. Display Routing (CA03) 4. Create Reference Operation Set (CA11) 5. Change Reference Operation Set (CA12) 6. Display Reference Operation Set (CA13) 7. Mass Change Work Center (CA85n) 8. Display Change Documents (Routings) (CA61) 9. Display Change Documents (Ref Operation Sets) (CA62) 10. Maintain Production Versions (C223) 11. Work Center Where-used (CA80) Production versions 1. Maintain Production Versions (C223) Prerequisites: The following scenario-specific master data is required for this scenario: The following specifics are required for accurate master data for work centers, routings. You have entered the master data required to go through the procedures of this scenario. Ensure that the following scenario-specific master data exists before you test this scenario: Plant Material Item Number Task List Work Center Control Key Operation Description Operation number Base Quantity Base Unit of Measure Activity Quantity Activity Unit of Measure Alternative Unit of Measure Usage Component Item Category Quantity Change Number (if applicable) Page 3 of 23 SAP Training Participants Guide Introduction – continued Objectives Recommended: None Audience: Beginner users Project team members Project leaders Support personnel Super users End users Page 4 of 23 SAP Training Participants Guide Master Data Work Centers, Routings, Production and Versions – continued The step numbers in the Process Overview Table and the Process Flow Diagram sections refer to the steps in the Business Process Procedure document for this scenario. Process Overview Table Step Step Name External Process Reference Business Condition Role Transaction Code Expected Results 1 Create/change Work Center N/A Requirement to create/change work center master data Planning Personnel CR01, CR02,CR03 The work center is created. 2 Create / Change routing Requirement to create/change routing is approved. Planning/Accounting Personnel CA01,CA02, CA03 Routing is changed using the change order number 3 Create / Change Production Version N/A Requirement to create/change production version is approved. Planning Personnel MM02 Production version is changed using the change order number 4 Reference rate routings N/A Reference rate routings Planning/Accounting Personnel CR056 Work center report.CA31, CA32,CA51 Reference rate routings as an option Page 5 of 23 SAP Training Participants Guide Master Data Work Centers, Routings, Production and Versions – continued Process Overview Table Process Flow Diagram Page 6 of 23 SAP Training Participants Guide Master Data Work Centers, Routings, Production and Versions – continued Organization Structure Creating Production Master Data is a process that occurs only at the plant level for the work centers, routings and production versions. The current organizational roles will fit with the processes described here: Engineering (new products) Master Data management Plant Planning/Accounting personnel Impacts to the business process are identified as follows: A plant function can be changed for various aspects of productions basic data …. A routing is comprised of information coming from various process areas (engineering, costing, production, master data…) which forces all the information to be consolidated in one place. A BWAY business process needs to be developed for master data management to support the business change that will be required to assure data integrity. The routing information will now be consolidated into one area of the system hence increasing data accuracy. Realignment of resources and job roles will be required as a result of this implementation Page 7 of 23 SAP Training Participants Guide A Work Center is an organization unit that defines an operation and how it’s carried out. CR01 Create Work Center Page 8 of 23 SAP Training Participants Guide Create a Work Center Purpose This work instruction is used to Create / Change / Display Work Centers. Description A work center is an organizational unit that defines where and when an operation should be carried out within a plant. A work center is unique within a plant. Work centers can be machines, people or production lines. Operations that need to be executed are defined on a task list and executed at the corresponding user assigned work center. This transaction enables the user to create basic data, set defaults, assignments, and define capacities and scheduling data pertinent to a work center. Work centers contain default values that are copied or referenced in operations at the time of task list creation. They also contain costing, scheduling and capacity data required for lead time scheduling and capacity planning. Prerequisites Input - Required Fields Field Value / Comments Plant Enter the plant code for the work center Work Center Enter the identifier for the work center Work Center Category Choose from pull down menu (labor, machine, etc) Copy from Plant Enter plant Id to copy from AND Copy from Work Center Enter Work Center to be used as a model Output – Results OR Field Value / Comments Fields New work center within a plant Page 9 of 23 SAP Training Participants Guide Let’s Get Started with Create a Work Center. LOGON Work Step Via Transaction Code – CR01 Step 1 Enter the Client number given to you by your administrator. Step 2 Enter User code. Step 3 Enter Password. Step 4 Click Enter. Note: When logging into SAP instead of this simulation, you will need to use your SAP user name and password supplied by your company SAP Admin. If your company utilizes ‘Single Sign On’ then these steps are irrelevant as you are already signed onto SAP and only need to choose the desired system from the list. Many of the actions associated with the menu paths can be performed from icons, key strokes or using the mouse. This duplication or redundancy is built into the system to meet the varying needs or styles of the user. Some individuals enjoy using the mouse and menu paths, some get used to icons easily, some desire keystrokes while others prefer ‘right’ click or ‘double’ clicks. Page 10 of 23 SAP Training Participants Guide Create a Work Center - continued Results: The SAP Easy Access panel displays. Work Steps Transaction Code – CR01 Step 1 Click SAP menu. Step 2 Click Logistics. Step 3 Click Production. Step 4 Click Master Data. Step 5 Click Work Centers. Step 6 Click Work Center. Step 7 Double Click Create. Page 11 of 23 SAP Training Participants Guide Create a Work Center - continued Results: The Create Work Center: Initial Screen panel displays. Step 1 Input Plant (Drop Down Menu – Required) Step 2 Input New Work Center (Create New Number - Required) Step 3 Input Work Center Category (Drop Down Menu - Required) Use the information from the table below. Note: Update the Create Work Center: Initial Screen panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Description R/O/C/D Plant Code identifying the operational unit of the company where the material is manufactured and stored. R Work Center Code identifying a work Center. R Work Center Cat. Code identifying the category of the work Center. Select the appropriate category from the drop down. R Step 4 Click the User Action and Values Comments Basic data icon. Page 12 of 23 SAP Training Participants Guide Create a Work Center – continued Result: The Create Work Center: Initial panel displays. Step 1 Input Person Responsible (Drop Down Menu) Step 2 Input Usage (Drop Down Menu) Step 3 Input Supply Area Use the information from the table below. Note: Update the Create Work Center: Basic Data panel using the required (R),optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Description R/O/C/D Work Center Description Underneath the Plant Location, input a work center description. R Person Responsible Specifies person responsible for the work center. Select the person from the drop box. O Usage Key to control the usage of the work center in the task lists. Select the appropriate usage from the drop-down list. For routings use 001. R Supply Area The supply area is used for material replenishment purposes. O User Action and Values Comments Prerequisite Scroll Down. Page 13 of 23 SAP Training Participants Guide Create a Work Center – continued Step 4 Input Backflush Data if needed Step 5 Input Standard Value Key (Drop Down Menu) Use the information from the table below. Note: Update the Create Work Center: Basic Data panel using the required (R),optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Description R/O/C/D Backflush Select the indicator if the material components are back flushed at this work center. O Standard Value key Key defining the standard values. Select the appropriate standard value key from the drop down. R Step 6 Click the User Action and Values Comments Default values tab Page 14 of 23 SAP Training Participants Guide Create a Work Center – continued Result: The Create Work Center: Default Values panel displays. Step 1 Input Control Key Data (Drop Down Menu - As Needed - Optional) Step 2 Input UOM of the Standard Value (As Needed – Optional) Use the information from the table below. Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Description R/O/C/D Control Key Code that determines how an operation or suboperation is to be processed. Select the appropriate key from the drop down list. O UOM of standard values Unit of the standard value for Setup, Machine & Labor. O Step 3 Click the User Action and Values Comments Capacities tab. Page 15 of 23 SAP Training Participants Guide Create a Work Center – continued Result: The Create Work Center: Capacity Overview panel displays. For Each Capacity Category: Step 1 Input Capacity Category (Drop Down Menu - Required) Step 2 Input Pooled Capacity (As Needed - Optional) Step 3 Input Setup Formula (As Needed - Optional) Step 4 Input Processing Formula (As Needed - Optional) Step 5 Input Teardown Formula (As Needed - Optional) Step 6 Input Other Formula (As Needed - Optional) Step 7 Input Distribution (As Needed - Optional) Step 8 Input Int. dist. key (As Needed - Optional) Page 16 of 23 SAP Training Participants Guide Create a Work Center – continued Use the information from the table below. Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Capacity Category Description R/O/C/D Key which determines the capacity type ex: machine or labor. R Comments Select the appropriate capacity category from the dropdown list. No Instructions Pooled Capacity? Setup Formula Formula determines the capacity requirements for setup. O Processing Formula Formula determines the capacity requirements for processing. O Teardown Formula Formula determines the capacity requirements for teardown. O Other Formula Formula Used to calculate Capacity requirements for networks, maintenance orders O Distribution Determines the distribution of capacity requirements for an operation over the periods of the operation duration for the following orders: O Int. dist key Distribution Cap requirements (plant maintenance, process order, network) O Step 9 Click the User Action and Values Capacity icon. Page 17 of 23 SAP Training Participants Guide Create a Work Center – continued Result: The Change Work Center Capacity: Header panel displays. Step 1 Input Capacity Category (Drop Down Menu - Required) Step 2 Check Pooled Capacity (As Needed - Optional) Step 3 Input Factory Calendar ID (As Needed - Optional) Step 4 Input Base Unit of Measure (Drop Down Menu - Required) Use the information from the table below. Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Description R/O/C/D Capacity Planner Grp Key refers to the capacity planner group. Select the appropriate planner group from the drop box. R Factory Calendar Code that identifies the factory calendar. O Base Unit of Measure Unit in which available capacity is maintained. R User Action and Values Comments Scroll Down. Page 18 of 23 SAP Training Participants Guide Create a Work Center – continued Step 5 Input Start, Finish and Break Times (As Needed - Optional) Step 6 Input Capacity Utilization (Required) Step 7 Input No. of Indiv. Cap. (Required) Use the information from the table below. Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Description R/O/C/D Start, finish and break times Code identifies start, end time of the shifts and the length of breaks per shift. O Capacity Utilization Code that identifies the capacity utilization rates. R No. of Indiv. Cap. Number of elements which make up a capacity group. R User Action and Values Comments Step 8 Input Overload (As Needed - Optional) Step 9 Input Planning Details (As Needed - Optional) No instructions on how to proceed to Scheduling screen. Therefore click the Enter Key (Top Left Corner). Click on the Back Key (Next to the Save Icon) to return to the prior screen. Page 19 of 23 SAP Training Participants Guide Create a Work Center – continued Result: The Create Work Center: Capacity Overview panel displays. Click on the Scheduling Tab. Result: The Create Work Center: Scheduling panel displays. Page 20 of 23 SAP Training Participants Guide Create a Work Center – continued Step 1 Input Capacity Category (Drop Down Menu) Step 2 Input Setup Formula (As Needed - Optional) Step 3 Input Processing Formula (As Needed - Optional) Step 4 Input Teardown Formula (As Needed - Optional) Step 5 Input Other Formula (As Needed - Optional) Use the information from the table below. Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Description R/O/C/D Capacity category Key which describes capacity in more detail. The capacity category enables you to determine whether it is machine or labor capacity. R Setup Formula Formula used in scheduling to calculate the setup time of an operation. O Processing Formula Formula used in scheduling to calculate the processing time of an operation. O Teardown Formula Formula used in scheduling to calculate the teardown time of an operation. O User Action and Values Comments Scroll Down to see other Input Field Options. Input data appropriately – no instructions given. Page 21 of 23 SAP Training Participants Guide Create a Work Center – continued When data entry is completed, scroll to the top. Click on the Costing Tab. Result: The Create Work Center: Cost Center Assignment screen displays. Step 1 Input Cost Center (Drop Down Input Screen - Required) Scroll Down. Page 22 of 23 SAP Training Participants Guide Create a Work Center – continued Step 2 Input Activity Type (As Needed - Optional) Step 3 Input Activity Unit (As Needed Optional) Use the information from the table below. Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below. Field Name Description R/O/C/D Cost center Code identifying an organisational unit to which costs or assets are assigned R Activity Type Code describes the activity produced by a cost center. O Activity Unit Code describes the activity unit used to post the consumed activity quantities. Select the appropriate unit from the drop down list. O Step 4 After inputting all relevant data - Click User Action and Values Comments Save icon to save the new Work Center. End of Create Work Center. Page 23 of 23