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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.
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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:
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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.
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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:
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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:
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Beginner users
Project team members
Project leaders
Support personnel
Super users
End users
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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
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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:
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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
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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
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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.
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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.
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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.
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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.
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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
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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.
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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)
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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