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SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
SAP PLM training by kmr software services
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SAP PLM training by kmr software services

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SAP PLM training by kmr software services

SAP PLM training by kmr software services

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  1. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; TRAINING MATERIAL ON SAP PLM Prepared by KMR Software Services www.kmrsoft.com Email : info@kmrsoft.com
  2. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Index An Introduction to SAP ...............................................................................................................................03 SAP Navigations ............................................................................................................................................04 What is PLM?.................................................................................................................................................10 Different PLM Systems ...............................................................................................................................12 Master data ...................................................................................................................................................15 Material Master ............................................................................................................................................17 Bill of Material (BOM) .................................................................................................................................29 Work Center ..................................................................................................................................................44 Routings ..........................................................................................................................................................47 Classification ..................................................................................................................................................53 Engineering Change Management ..........................................................................................................63 Document Management ............................................................................................................................88 SAP Easy Document Management ..............................................................................121 CAD Desktop (CA-CAD) ............................................................................................................................ 128 Collaboration Folders (cFolders) ........................................................................................................... 135 Collaboration Projects (cProjects) ........................................................................................................ 143 Web User Interface of SAP Product Lifecycle Management (PLM-WUI).................................... 159 What is ASAP Methodology.................................................................................................................... 167 Glossary of SAP terms .............................................................................................................................. 179 2 . An Introduction to SAP
  3. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; SAP: Systems Applications and Products in Data Process SAP was founded in 1972 in Walldorf, Germany. It stands for Systems, Applications and Products in Data Processing. Over the years, it has grown and evolved to become the world premier provider of client/server business solutions for which it is so well known today. The SAP R/3 enterprise application suite for open client/server systems has established new standards for providing business information management solutions. Advantages of Using SAP R/3 in comparison with other Similar Tools Technology playing a major role in today's business environment. So many companies and corporations have adopted information technology on a large scale by using Enterprise Resource Planning (ERP) systems to accomplish their business transaction and data processing needs. And in this technology SAP R/3 plays a significant role when compared with other similar tools. SAP Modules Overview Production Planning Materials Management Sales & Distribution Finance & Accounting, etc… SAP now are moving away from describing their system as a set of SAP Modules, and now are using the term „solutions‟, which is much better, as follows:        Financials  Human Resources  Customer Relationship Management  Supplier Relationship Management  Product Lifecycle Management  Supply Chain Management  Business Intelligence 
  4. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; SAP Navigations Standard Toolbar Buttons Button Keyboard Shortcut Description Keyboard Button Shortcut Description Enter key Enter/Continue Ctrl G Continue Search Ctrl S Save F1 Help F3 Back Ctrl Page Up Scroll to top of document. Shift F3 Exit System Task. Page Up Scroll up one page. F12 Cancel Page Down Scroll down one pag.e Ctrl P Print Ctrl Page Down Scroll to last page of document. Ctrl F (PC only) Find (PC only) Alt F12 None Create new session. Customize local layout. Application Toolbar and Screen Buttons Keyboard Button Shortcut Description Keyboard Button Shortcut Description F8 Execute None Update/Refresh F5 Overview Shift F5 Get variant Shift F2 Delete Shift F6 Selection screen help
  5. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Navigation Buttons Keyboard Button Shortcut Keyboard Button Shortcut Description Description Enter Enter/Continue/Copy F12 Cancel F8 Scroll left Shift F1 Shift F7 Scroll right Next item Ctrl Shift F1 Move Favorites Up Ctrl Shift F2 Move Favorites Down Ctrl F7 Previous layout Ctrl F8 Next layout Ctrl F10 User menu Ctrl F11 SAP menu F6 Display Period screen Matchcode Buttons Keyboard Button Shortcut Description F4 Display Matchcode list. F6 (Mac) Button Insert in personal list. Click on an item, then on the button. Shift F6 Restores the original Matchcode list. Keyboard Shortcut Description (PC only) F4 Display Matchcode list. Shift F6 (PC) Display personal value list. After you create the personal list, click on the button to end the list. Shift F4 Hold list displayed while you make a selection. Click on the button, then double-click to select a value. Working with Data Keyboard Button Shortcut Description Keyboard Button Shortcut Description Ctrl F1 Select all items on screen. Ctrl F2 Deselect all items on screen. Ctrl F3 Start/end of block. Select the first item; click the button. Ctrl F6 Display results.
  6. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Select the last item; click the button. F7 Display all possible values. F8 Collapse all levels. Ctrl Shift F5 Sort in ascending order: Change sort order to descending or ascending (Fund Analysis rpt) Ctrl Shift F4 Sort in descending order. Dynamic selections. Selection options. Choose F2 Shift F4 Select additional fields values >, <, etc. for search criteria. Shift F5 Multiple Selection. Include or exclude single values or ranges of values. Filter; restrict values to search on Matchcode list. None F5 None (Mac) Display -> Change. Switches from display to change mode. Replace item back into workflow in Workflow Inbox. Using Transactions (Reqs, JVs, etc.) Keyboard Button Shortcut Description Keyboard Button Shortcut Description F6 Display header details. F2 Display line item details. F2 Display additional info for PO line item. None Services for object (Display JVs, Reqs). Shift F5 Ctrl F12 General Statistics (Reqs) PO History Shift F5 Display delivery schedule for a PO line item. Ctrl F11 Display delivery address. Shift F6 Display conditions for a PO 6
  7. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; line item. F7 Display the vendor address for a PO. Ctrl Shift F6 Show release strategy for PO. Formatting Text (Reqs, JVs) Keyboard Button Shortcut Shift F2 (PC only) Description Delete selection line. Keyboard Button Shortcut (PC only) F9 F9 Select. Click in a line item, then on the button. Ctrl Shift F2 Copy text (JV line item). Ctrl F10 Shift F6 Ctrl Shift F1 Cut text (JV line item). Paste text into field after you copy or cut it. Position the cursor and click the button. Description (Mac only) Item text (POs) Detailed text (JVs) Shift F4 Search and replace words in the JV text screen. F6 Create text (JVs). Top 7
  8. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;
  9. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;
  10. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 9
  11. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;
  12. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; What is PLM? Product lifecycle management or PLM is an all-encompassing approach for innovation, new product development and introduction (NPDI) and product information management from ideation to end of life. Business Drivers Innovation and new product development are essential for most companies to sustain future revenue growth. Customers demand more new products in shorter time intervals, often customized to their own needs. They want more attractive designs, better performance, better quality, lower prices, and instant availability. To meet these needs companies have to be able to collaborate closely within their own organization and with partners and suppliers located in various parts of the world. At the same time companies have to manage increasing product and manufacturing complexities due to a quickly growing number of environmental and regulatory rules and requirements. The Problem Accelerating innovation and increasing the number of successful new product introductions is a huge challenge for most organizations today because of their traditionally serial, fragmented, manual, and paper based processes. The result is that many companies suffer from NPDI practices that are slow, resource intensive, costly, inflexible, provide little visibility, and are difficult to manage and control. The Solution – PLM Through their ability to integrate all product related data and processes and to eliminate boundaries in the value chain, PLM Systems can significantly reduce non-value added activities and enable stakeholders to collaborate in real time using a consistent set of information throughout the entire product lifecycle. 10
  13. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;
  14. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; As a result, productivity improvements of over 60% in NPDI-related activities have been achieved through PLM-enabled, enterprise-wide data and process optimization and integration that have allowed companies to:        Drive innovation  Accelerate Revenues  Increase Productivity  Reduce Costs  Improve Quality  Ensure Compliance  Shorten Time-to-Market  In today‟s highly competitive, fast-paced and global business environment, well-designed and implemented PLM practices, processes and technologies that support an organization‟s strategies for innovation and growth can afford companies a real competitive advantage. 11
  15. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;
  16. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Different PLM Systems Product Client Focus Vendor Accolade Small-Medium Sopheon Agile Advantage Small-Medium Oracle/Agile Agile e6 Medium-Large Oracle/Agile Agile 9 Medium-Large Oracle/Agile Aras Innovator Small-Medium Aras Corp Arena Small-Medium Arena Solutions Enovia MatrixOne Medium-Large Dassault Systemes Enovia SmarTeam Small-Medium Dassault Systemes BPMplus Small-Medium Ingenuus ProductCenter Small-Medium SofTech SAP PLM Medium-Large SAP Teamcenter Engineering Medium-Large Siemens PLM Software Teamcenter Enterprise Medium-Large Siemens PLM Software Teamcenter Express Small-Medium Siemens PLM Software Teamcenter Unified Medium-Large Siemens PLM Software Windchill Medium-Large PTC Windchill On-Demand Small-Medium PTC 1 2 With SAP PLM, you can harness the creativity and expertise of internal resources and external
  17. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; partners to quickly turn concepts and ideas into successful products. You can manage product innovation and new product development, production ramp-up, product change management, and maintenance. And you can transfer, track, and control product and asset information throughout the extended supply chain to ensure speed, quality, efficiency, and, ultimately, profitability. Thousands of successful companies use SAP PLM in a wide variety of industries, including high tech, automotive, consumer products, engineering, and construction. SAP PLM enables companies like yours to do the following.       Choose product concepts that support your corporate strategy. You can screen and rationalize new ideas, conduct preliminary assessments, perform detailed analyses leading into prototype design, and reevaluate and revise the product concept based on early findings.   Manage product and project portfolios with advanced capabilities for systematic idea management and concept (or business case) evaluation for fast decision making. SAP PLM helps you perform project management tasks including project structuring over scheduling, resource management, and cost management and reporting. The focus is on process methodologies, deliverables, commitments, and responsibilities - all the things that can make a difference to your business. Strategic portfolio management allows you to monitor, analyze, evaluate, and optimize your overall portfolio, including concepts, projects, and products.   Support the processes along the life cycle of all discrete manufacturing industries. SAP PLM lets you tightly integrate authoring environments such as mechanical or electronic CAD systems; product development; web-based collaboration with external business partners; prototype procurement; production and evaluation; and product structures and configurations for sales, equipment and technical asset structures, service, and maintenance.   Support the processes along the life cycle of all process manufacturing industries. Quality management capabilities, product costing, and multilevel recipe management allow you to transform enterprise recipes into site-level and plant-level recipes.   Collect and store product-related data for the entire life cycle. You can consolidate and have easy access to technical document management, development and planning, and service and maintenance.   Manage corporate services as part of your environmental, health, and safety (EH&S) audit program. SAP PLM allows you to monitor complex regulations, manage data and documents, track dangerous materials and products, carry out waste disposal, enhance employee public safety, and support preventive healthcare.  The SAP Product Lifecycle Management (SAP PLM) application can help you quickly develop and deliver the products that drive your business. With SAP PLM, you gain the following benefits: 13  Reduced costs - SAP PLM allows you to outsource tasks and focus on your company's core competencies while controlling the cost of relationship management. The solution also allows you to manage the cost of changes and evaluate the progress of projects across product lines.    Better business results - With SAP PLM, you can develop innovative products, explore new market opportunities, gain a higher market share, and increase customer satisfaction.    Higher product quality - SAP PLM helps you manage product quality and reduce waste throughout every phase of the product life cycle. 
  18. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;   Faster development - The solution reduces time to market and time to volume by integrating supply chain management and procurement closely.    Improved manufacturing operations - SAP PLM enables you to plan, measure, and track equipment availability, operation, safety, and maintenance.    Higher productivity - SAP PLM increases productivity through an easy-to-use, role-based enterprise portal that delivers all of the necessary content to workers.    Better business decisions - SAP PLM supports decision-making at all levels with powerful analytics covering areas such as portfolio management, occupational health, product safety, product quality, and maintenance management.    Lower cost of ownership - SAP PLM can be integrated with operational systems, such as computer-aided design, ERP, CRM, SRM, and SCM systems. Using a modular approach, you can implement gradually to meet evolving needs.  14 Master data Material Master Bill of Material Work Center Routing
  19. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Material Master Purpose The material master contains information on all the materials that a company procures or produces, stores, and sells. It is the company's central source for retrieving material-specific data. This information is stored in individual material master records. Integration The material master is used by all components in the SAP Logistics System. The integration of all material data in a single database object eliminates redundant data storage. In the SAP Logistics System, the data contained in the material master is required, for example, for the following functions:  In Purchasing for ordering   In Inventory Management for goods movement postings and physical inventory   In Invoice Verification for posting invoices   In Sales and Distribution for sales order processing   In Production Planning and Control for material requirements planning, scheduling, and work scheduling      Definition The material master has a hierarchical structure resembling the organizational structure of a company. Some material data is valid at all organizational levels, while other data is valid only at certain levels. The organizational units are as follows:         Client   Company Code   Plant   Storage Location   Purchasing Organization   Sales Organization   Warehouse Number   Storage Type  17
  20. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Structure The client is the top level of the organizational level. Several company codes can be assigned to one client. In turn, several plants can be assigned to a company code, and several storage locations assigned to a plant. Plants must always be consecutively numbered for all company codes. Consequently, plants assigned to different company codes cannot have the same number. However, the numbers of storage locations can be repeated, as long as they are assigned to different plants. Integration An example of corporate structure is given in the following graphical representation: Client Definition In commercial, organizational, and technical terms, a self-contained unit in an SAP system with separate master records and its own set of tables. A client can, for example, be a corporate group. 18 Integration General material data applicable to the entire company is stored at client level. This includes, for example, the material group, base unit of measure, material descriptions, and conversion factors for alternative units of measure.
  21. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Company Code Definition The smallest organizational unit for which a complete self-contained set of accounts can be drawn up for purposes of external reporting. This involves recording all relevant transactions and generating all supporting documents for financial statements such as balance sheets and profit and loss statements. A company code can, for example, be a company or subsidiary Integration All data that is valid for a particular company code, as well as for the plants and storage locations assigned to it, is stored at company code level. This includes, for example, accounting data and costing data if valuation is at company code level. Plant Definition An organizational unit serving to subdivide an enterprise according to production, procurement, maintenance, and materials planning aspects. It is a place where either materials are produced or goods and services provided. Use The preferred shipping point for a plant is defined as the default shipping point, which depends on the shipping condition and the loading condition. For the placement of materials in storage (stock put-away), a storage location is assigned to a plant. The storage location depends on the storage condition and the placement situation. The business area that is responsible for a plant is determined as a function of the division. As a rule, a valuation area corresponds to a plant. Structure A plant can assume a variety of roles: 19  As a maintenance plant, it includes the maintenance objects that are spatially located within this plant. The maintenance tasks that are to be performed are specified within a maintenance planning plant.   As a retail or wholesale site, it makes merchandise available for distribution and sale.   A plant can be subdivided into storage locations, allowing stocks of materials to be broken down according to predefined criteria (for example, location and materials planning aspects).
  22. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; A plant can be subdivided into locations and operational areas. Subdivision into locations takes geographical criteria into account, whereas subdivision into operational areas reflects responsibilities for maintenance. Integration All data that is valid for a particular plant, as well as for the storage locations belonging to it, is stored at plant level. This includes, for example, MRP data and forecast data. Purchasing Organization Definition An organizational unit subdividing an enterprise according to the requirements of Purchasing. It procures materials and services, negotiates conditions of purchase with vendors, and is responsible for such transactions. Structure The form of procurement is defined by the assignment of purchasing organizations to company codes and plants. The following forms of purchasing exist:  Corporate-group-wide   A purchasing organization procures for all the company codes belonging to a client.    Company-specific   A purchasing organization procures for just one company code.    Plant-specific   A purchasing organization procures for a plant.  20 Mixed forms are possible, which can be replicated in the system by the use of reference purchasing organizations. A purchasing organization can utilize the more favorable conditions and contracts of the reference purchasing organization that has been assigned to it. Integration An example of corporate structure with purchasing organization is given in the following graphic representation:
  23. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Sales Organization Definition An organizational unit subdividing an enterprise according to the requirements of Sales. It is responsible for selling materials and services. Structure A sales organization can be subdivided into several distribution chains which determine the responsibility for a distribution channel. Several divisions can be assigned to a sales organization which is responsible for the materials or services provided. 21 A sales area determines the distribution channel used by a sales organization to sell a division‟s products. Integration A sales organization is always assigned to one company code. The accounting data of the sales organization is entered for this company code. A distribution chain can act for several plants. The plants can be assigned to different company codes. If the sales organization and plant are assigned to different company codes, an internal billing document is sent between the company codes before the sales transactions are entered for accounting purposes.
  24. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; An example of corporate structure with sales organization is given in the following graphic representation: Storage Location, Warehouse Number, and Storage Type Definition Storage Location An organizational unit allowing the differentiation of material stocks within a plant. All data referring to a particular storage location is stored at storage location level. This applies mainly to storage location stocks. 22 Warehouse Number An alphanumeric key defining a complex warehousing system consisting of different organizational and technical units (storage areas). All material data specific to warehouse management and relating to a particular warehouse number is stored at warehouse number level. This includes, for example, data on palletizing, stock placement, and stock removal. Storage Type A physical or logical storage area that can be defined for a warehouse in the Warehouse Management (WM) system. It consists of one or more storage bins. Storage types differ according to organizational and technical criteria. The following are typical examples of storage types that can be defined using the WM system: · · Goods receipt area Goods receipt area
  25. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; · · Picking area High rack storage area All material data specific to warehouse management and relating to a particular storage type is stored at storage type level. This includes, for example, fixed storage bins as well as maximum and minimum storage bin quantities. Use The warehouse number and storage type are of relevance only if your company uses the WM system. Material Numbers Definition Number uniquely identifying a material master record, and thus a material. Use For every material that your company uses, you must create a material master record in the material master. This record is uniquely identified by a material number. You can assign mnemonic keys or nonmnemonic keys as material numbers, depending on the method your company prefers. For this reason, you have the following types of number assignment in the system: External number assignment · If your company uses mnemonic keys (normally alphanumeric), you enter the character string you want to use as the material number when you create the material master record. Internal number assignment 23 If your company uses nonmnemonic keys, you do not enter a material number when creating a material master record. Instead, the system assigns a consecutive number to the material. This number is visible when you maintain the material master record. Industry Sectors Use When you create a material master record, you are required to classify the material according to industry sector and material type. Like material types, industry sectors have control functions in the SAP system. For example, it is a factor determining the screen sequence and field selection in a material master record. Once you have assigned an industry sector to a material, you cannot change the industry sector again afterwards.
  26. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Features The standard system contains the following industry sectors. The ID used to identify the industry sector internally appears in parentheses. Plant engineering and construction (A) Chemical industry (C) Mechanical engineering (M) Pharmaceuticals (P) The other sectors are for retail. Material Types Materials with the same basic attributes are grouped together and assigned to a material type. This allows you to manage different materials in a uniform manner in accordance with your company's requirements. Examples of material types are given in the graphic below. 24 Integration When creating a material master record, you must assign the material to a material type. The material type determines certain attributes of the material and has important control functions. For example, it is a factor determining the screen sequence and field selection in a material master record. Features When you create a material master record, the material type you choose determines:  Whether the material is intended for a specific purpose, for example, as a configurable material or process material 
  27. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;   Whether the material number can be assigned internally or externally   The number range from which the material number is taken   Which screens appear and in what sequence   Which departmental data you may enter   What procurement type the material has; that is, whether it is manufactured in-house or procured externally, or both      Together with the plant, the material type determines the material's inventory management requirement; that is:  Whether changes in quantity are updated in the material master record   Whether changes in value are also updated in the stock accounts in financial accounting   25 In addition, the accounts affected by a material entering or leaving the warehouse depend on the material type. Creating a Material Master Record (T Code : MM01) Prerequisites Before you create (not extend) a material master record, check that one does not already exist for this material. You can check this using the search help or by calling up the materials list. Check whether a material master record exists for a similar material that you can use as a reference; that is, whose data you can copy as default values. Procedure 1. In the Material Master menu, choose one of the following options: – If you want the data to be available immediately, choose Material _ Create (general) _ Immediately. – If you want to schedule the material master record, choose Material _ Create (general) _ Schedule. – If you want to create a material master record of a particular material type, choose Material _ Create (special) _ _ Material type>. This saves you having to enter the material type on the following screen. However, it is not possible to schedule material master records of this kind. The initial screen for creating a material master record appears.
  28. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 2. Enter the following data: – Material number (only in the case of external number assignment and if allowed by the material type; otherwise leave this field blank) – Industry sector – Material type (unless you have created the material by choosing Material _ Create (special) _ _ Material type>) If you want to use another material master record as a reference, enter the number of the reference material under Copy from. If you are scheduling the material master record, enter the following data: 26 – Key date from which the material master record is to be valid – Change number if you want to use engineering change management If you have entered a key date, the system checks that it does not precede the valid-from date of the change number. If you have not entered a key date, the system uses the valid-from date of the change number. In both cases, the date must be in the future. Choose Enter. The Select View(s) dialog box appears. The views displayed at this point depend on how the material type has been configured in Customizing for the Material Master in Define Attributes of Material Types. 3. Select the views, that is, the user departments, for which you want to enter data and choose Enter. The Organizational Levels dialog box appears. Specify the organizational levels as required and, if appropriate, enter a profile. If you have specified a reference material, also specify under Copy from the organizational levels of the reference material whose data is to be copied as default values. If you do not do this, the system will copy only the data at client level. Choose Enter. The data screen for the first user department appears. 4. Enter the material description and the base unit of measure in the appropriate fields (if not already copied from the reference material). This information is mandatory and identical for all user departments. Consult with the other users to decide what you are going to enter here.
  29. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Enter the data for your user department as required. Choose Enter to access the data screen for the next user department and enter your data for the other user departments selected in the Select View(s) dialog box. The system issues a message telling you when you have reached the data screen for the last user department selected. If you want to enter data for a user department that you did not select in the Select View(s) dialog box, you can access the user department direct by choosing it, but only if you are 27 authorized to process data for this user department and if the user department is allowed by the material type. 5. Save your data. The initial screen appears, where you can start to create the next material master record Important Transaction codes for Material Master in SAP Function Create Change Display Flag for Deletion Display Changes Mass Maintenance Change Material type Material list T code MM01 MM02 MM03 MM06 MM04 MM17 MMAM MM60
  30. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Bill of Material (BOM) Definition A formally structured list of the components that make up a product or assembly. The list contains the object number of each component, together with the quantity and unit of measure. BOMs are used in their different forms in various situations where a finished product is assembled from several component parts or materials. Depending on the industry sector, they can also be called recipes or lists of ingredients and so on. They contain important basic data for numerous areas of a company, for example:     MRP   Material provisions for production   Product costing   Plant maintenance  You can create the following BOMs in the SAP system:       Material BOMs   Equipment BOMs   Functional location BOMs   Document structures   Order BOM   Work breakdown structure (WBS) BOM  Selection Criteria Selection is necessary if you plan production in the system or if you want to maintain BOMs for technical objects from the area plant maintenance. If very large documents about BOMs are to be cumulated in the document management system (DMS), you also have to select these components. Bills of Material in Production Planning Bills of material (BOMs) and routings contain essential master data for integrated materials management and production control. In the design department, a new product is designed such that it is suitable for production and for its intended purpose. The result of this product phase is drawings and a list of all the parts required to produce the product. This list is the bill of material. German standard (DIN) number 199, part 2, number 51, defines a bill of material as follows: A bill of material is a complete, formally structured list of the components that make up a product or assembly. The list contains the object number of each component, together with the quantity and unit of measure. A bill of material can only refer to a quantity of at least 1 of an object. The graphic below shows some components of a bicycle that are included in a BOM. 29
  31. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Bills of material are used in their different forms in various situations where a finished product is assembled from several component parts or materials. Depending on the industry sector, they may also be called recipes or lists of ingredients. The structure of the product determines whether the bill of material is simple or very complex. How are Bills of Material Used in PP? The data stored in bills of material serves as a basis for production planning activities such as:  A design department (working with CAD) can base its work on bills of material. You can also create a BOM in the SAP system from your CAD program, via the SAP-CAD interface.    A material requirements planning (MRP) department explodes bills of material on a certain date to calculate cost-effective order quantities for materials.    A work scheduling department uses bills of material as a basis for operation planning and production control.    A production order management department, uses bills of material to plan the provision of materials.  The data stored in bills of material is also used in other activities in a company such as:   Sales orders   As an aid to data entry. You can also create and maintain a BOM specifically for a sales order (variant configuration).  Reservation and goods issue   As an aid to data entry  Product costing  To calculate the costs of materials required for a specific product  30 This simultaneous use of BOM data in different areas of a company illustrates the advantage of a system based on integrated application components. Links between application components facilitate continuous data exchange between different application areas, giving all users access to the latest data at all times.
  32. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Single-Level BOMs You can break down large and complex product structures into a number of related units. Each unit can be represented by a BOM, referred to in this documentation as a single-level BOM. A single-level BOM describes one or more assemblies by means of component quantities. In the following, the term single-level BOM will be shortened to BOM. In practice, a single-level BOM is often a collection of standardized assemblies. A single-level BOM can be either a complete machine or an individual part. You can use single-level BOMs to define one-time solutions for recurring tasks. Once you have defined your solution in the form of a single- level BOM, you can use it whenever you need it and combine it with other BOMs as required. The graphic below shows single-level BOMs for a men‟s racing bicycle for different levels of the production process. Assemblies A group of semi-finished products or parts that are assembled together and form either a finished product or a component of a finished product is known as an assembly. An assembly is identified by a material number and generally functions as a single unit. The graphic below shows the assembly " GEARS" , a Derailleur gear system that is made up of four components. 31
  33. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; A product defined as an assembly, such as the Derailleur gear system in the graphic above , can in turn be used as a component in another assembly, such as MRB01 Men’s racing bicycle (see graphic in topic Single-Level BOMs). The term "assembly" comes from material BOM applications. In document structures (in document management applications) this term refers to a coherent grouping of a quantity of documents and texts. Phantom Assemblies A phantom assembly is a logical (rather than functional) grouping of materials.  From the design point of view, these materials are grouped together to form an assembly. The components of a phantom assembly are grouped together to be built into the assembly on the next level up the product structure.   From the production point of view, these materials are not actually assembled to form a physical unit.   Assembling a pair of gearwheels Engineering/design view: one assembly Assembly view: Gearwheel 1 goes into the driving gear Gearwheel 2 goes into the output gear You can define the special procurement key phantom assembly in the material requirements planning (MRP) data of the material master record for a material. 32
  34. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Dependent requirements for the superior assembly are passed directly down to the components of the phantom assembly, skipping the phantom assembly. Planned orders and purchase requisitions are also produced only for the components of the phantom assembly. Validity In the standard system, validity areas and periods are used to define the precise conditions under which a bill of material is valid in different areas of a company. Area of Validity Material BOMs can be valid on different organizational levels: You can use a material BOM to manage data that applies directly to production. This is why the area of validity is the plant. The plant is the location where all necessary workscheduling procedures are organized, such as MRP and creating,routings. In this case, you create a plant-specific BOM. However, you can also create a group BOM, without reference to a plant. For example, a designer maintains a group BOM during the design phase of a product, then the BOM is allocated to one or more plants for production purposes. You can extend the area of validity of a BOM by allocating the same BOM to a material in different plants. Group BOM If you create a material BOM without reference to a plant, the BOM is valid throughout your company. To do this, you leave the Plant field blank. The system checks whether material masters exist. There are no system checks for plant data. Plant-Specific Material BOM If you create a material BOM with reference to a plant, the system makes a number of checks. A material master record with plant data for the relevant plant must exist for the BOM header material. When you enter items, the system checks whether plant data exists for the material components (see Extending the Area of Validity). The following graphic shows the checks for creating a material item in a plant-specific BOM. First, the system checks whether the material master record exists. Then the system checks the plant-specific material data. If these checks are successful, the system accepts the material in the material BOM.
  35. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You create equipment BOMs for a specific maintenance planning plant. However, equipments are managed at client (group) level, not at plant level. Usually, the system checks plant data for a BOM item, but there is a special item category for BOM items that are relevant to plant maintenance, so the system does not check plant data for these items. Extending the Area of Validity You can extend the area of validity (plant or group) that was defined when a BOM was created. To do this, you allocate the same bill of material to a material in different plants.   You can allocate a BOM created in a specific plant (such as 0001) to additional plants (such as 0002 and 0003) or to the entire group (blank).   You can allocate a group BOM to individual plants.  These related BOMs are identified by a common internal BOM number in the standard SAP system. This internal BOM number is displayed on all screens for plant allocations. Before you can allocate the same BOM to a material in different plants, the following must apply: The material whose BOM you want to allocate to an additional plant must have a material master record in the new plant. All material items in the BOM must have valid material master records in the new plant. If the BOM is only relevant to plant maintenance, you can allocate the BOM to plants where no plant data exists.   the unit of issue is maintained in a BOM item, this unit must be the same in all plants.  If  the BOM contains a non-stock item that has a cost element, the system checks the account.  If If the cost element is for primary costs, the system checks whether the G/L account exists for the company code. The system uses the valuation area and the plant to which the BOM is allocated to determine the company code. Secondary costs are only maintained in cost accounting. Before you can allocate a BOM to one or more additional plants, authorization object BOM plant authorization in your user profile must contain the required values. The following graphic shows how the same BOM is allocated to a material in different plants.
  36. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; If you want to allocate the BOM for a material to a plant where the material already has a multiple BOM (identified by the same internal BOM number), you can only allocate one alternative from this BOM group to the material in this plant. Plant allocations are also supported for equipment BOMs and functional location BOMs. Validity Period In the standard system, the effectivity of a BOM header or BOM item is defined by time, using the Valid-from date. For example, a BOM has 4 items instead of 3 as of December 12, 1999. The validity period is the time during which the BOM header or BOM item is valid. This period is delimited by the following data in the BOM header and BOM item:  Valid-from dates   When you create a BOM, this date determines the point in time at which this BOM becomes effective.  If you create or change a BOM using a change number, the system takes the valid-from date from the change master record.     Valid-to dates  This date determines the end of the validity period of the BOM. The system default is December 31, 9999. If you change a BOM using a change number, the system determines the valid-to date dynamically. If you change a BOM using a change number with a valid-from date, the pre-change validity period of the BOM header or BOM item ends at exactly 00.00 hours on this valid-from date. If you change a BOM header or a BOM item with a change number, you generate 2 validity periods, as shown in the following example. In a BOM, you replace component A with component B using a change number with a specific validfrom date (d1). The system saves both the status of the BOM before the change with the old component A and the status of the BOM after the change with the new component B.
  37. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You can assign a revision level to these validity periods. In overviews, you can display all validity periods of the BOM headers or BOM items. Under certain circumstances, the sequence of validity periods can change. Technical Types When you first create a BOM for a material, the system automatically creates the first alternative. The technical type of the BOM is not yet defined, so the technical type is " " (blank). The following graphic shows the structure of a "simple" BOM. Some companies produce many similar products that have a lot of common parts. To reduce the workload for creating BOMs, you can extend a simple BOM to create a composite BOM, known as a "BOM group". Which Technical Types Exist? The system supports two technical types of BOM to represent similar product variants and production alternatives: Variant BOMs A variant BOM groups together several BOMs that describe different objects (for example, products) with a high proportion of identical parts. A variant BOM describes the specific product variant for each product, with all its components and assemblies. Multiple BOMs A multiple BOM groups together several BOMs that describe one object (for example, a product) with different combinations of materials for different processing methods.
  38. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; The system does not define the technical type until you create either an additional alternative for a BOM or a different variant for an existing BOM. If you already know which technical type you want when you create a BOM, you can define the technical type using a special function. When do I Create a Variant BOM? The term "variant" refers to changes to the basic model of a product. These changes occur when components are left out or added. If you are producing several similar products that have a lot of common parts, you can describe these products using a variant BOM. This is the case, for example, if you replace one material component with another to make a different product. Variants can also differ by containing different quantities of a component. You create the new BOM as a variant of an existing BOM. You can only create a variant BOM from a simple material BOM. No multiple BOM can exist for the material. A multiple BOM cannot be converted to a variant BOM. The following graphic shows two products, which are represented by a variant BOM. The variant BOM contains components, which are only used in one of the variants, and one component, which is used in both variants. Variant BOMs are supported for the following BOM categories:  Material BOMs   Document structures   Equipment BOMs   Functional location BOMs     Several products that are created as variants of one variant BOM are stored as a BOM group under one internal BOM number. You can enter a description to describe all the variants of a variant BOM. You enter this description in the BOM group (BOM header).
  39. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  As soon as you process one variant of a variant BOM, all the other variants are locked for processing.   As soon as you process one variant using a change number, you must use a change number to process all the variants in the BOM group.   When do I Create a Multiple BOM? One product can be manufactured from alternative combinations of materials depending on the quantity to be produced (lot size). The product is represented by a number of alternative BOMs (alternatives). The differences between the alternative BOMs are only small. Usually the only difference is in the quantity of individual components. Multiple BOMs are only supported for material BOMs. The following graphic shows how a product is produced from different components or different quantities using different production procedures. The multiple BOM contains components, which are only used in one of the alternatives, and one component, which is used in both alternatives. All alternatives of a multiple BOM are stored as a BOM group under one internal BOM number. You can enter a description to describe all the alternatives of a multiple BOM. You enter this description in the BOM group (BOM header).  As soon as you process one alternative in a multiple BOM, all the other alternatives are locked for processing.   As soon as you process an alternative using a change number, you must use a change number to process all the alternatives in the BOM group.   Structure of a BOM The wide range of BOM data is managed in a structured form.
  40. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  The BOM header contains data that applies to the entire BOM.   The BOM item contains data that only applies to a specific component of the BOM.   Subitems contain data on the different installation points for partial quantities of an item.    Structure of a BOM BOM Header In the BOM header, you maintain data that refers to the entire object:  For a multiple BOM, this means one of the alternative BOMs for an object (for example, a product)    a variant BOM, this means one of the variants  For This data is maintained on various header details screens. On each detail screen, you see the header data that identifies the BOM uniquely in the system. BOM Items BOM items are the component parts of a product. Item data applies to only one actual item in a BOM. Some data has to be entered for all item categories as soon as you create an item. Other specific data can be completed in the application areas (such as design and purchasing) for all item categories. This section describes the data required for creating items of all item categories. Sub-Items Partial quantities of a BOM item may be installed at different points. Sub-items are used to describe the different installation points of these partial quantities.    In Customizing for Production, you define for each item category whether sub-items are supported by choosing Bill of material _ Item Data _ Define item categories. For example, in the standard system, sub-items are supported for Stock items and Variable-size items.   In the standard system, changes to sub-item data are not recorded by engineering change management. 
  41. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; In Customizing for bills of material, under Define modification parameters, you can define whether the old change state of a sub-item is retained after you change the sub-item.  If at least one values of the sub-item is changed with changed effectivity parameters, the system creates a new item record for the new change state.  You can maintain the sub-item quantity and a description for each sub-item.  Sub-items have no operational function in the BOM. They are not copied to the production order. However, you can use sub-items to help you create programs for your company (for example, automatic assembly programs). In the production of printed circuit boards, the resistors of a printed circuit are installed in different positions. Information on the installation point, precise coordinates, installation method, and instructions for the automatic assembly machines is stored as independent programs. Create Material BOM (T code: CS01) 1. In the SAP Easy Access Menu choose Logistics Production Master Data Bills of Material Bill of material _ Material BOM Create. The Create Material BOM: initial screen screen appears. On this screen, you maintain data that identifies the bill of material, as well effectivity data. 2. In the Material field, enter the material for which you want to create the BOM. - If you do not know the material number, you can look for the material using the entry help (F4). - If the material for which you want to create a BOM has a material type that cannot be used in combination with the BOM usage you have entered, you see an error message. 3. Enter a Plant. – If you want the BOM to be effective in a specific plant, enter the plant. You can allocate the BOM to additional plants later on under certain circumstances (Create allocation of BOM to plant). – If you want to create a group BOM, do not enter a plant. 4. Enter a usage. If a parameter is defined in your user master record as a default value for the Usage field, the system enters this default. 41 When you select a BOM usage, you define the maximum range of item statuses that can be
  42. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; assigned to all items in the BOM. For each usage, you can only maintain certain item status indicators. You cannot change the usage at a later date. However, you can create other BOMs for the material (in the selected plant) with different usages. 5. The Alternative field is used to identify one BOM in a BOM group (multiple BOM). When you create a simple BOM, you do not need to enter an alternative. – If you do not make an entry when you first create a BOM, the system automatically creates alternative 01. – If you already know when you first create a BOM that you want to extend the BOM to make a multiple BOM, and that this alternative is not alternative 01, enter an alphanumeric value. Maintain the data on the effectivity period: 6. Enter a change number if required. – If you want to create the BOM without a change number , do not make an entry in the Change number field. Enter the date on which the BOM is to become valid in the system in the Valid from field. – Enter a Change number if you want the BOM to have a history requirement as soon as it is created. If you enter a change number, you must enter a valid change number each time you want to change or extend the BOM. Usually, you only process a BOM with a change number once the BOM has been released for production. When you select a change number, you need to consider the following points: – Which object types (for example, BOMs or task lists) can be processed with this change number – Which effectivity period will the change number give the BOM (valid-from date) – The reason for the change The system copies the valid-from date from the change master record into the Valid from field. 7. You may want to assign a revision level to a specific stage of development of the material for which you want to create a BOM. This revision level is assigned with reference to a change number. – If you want to create a BOM for the material at a certain revision level, enter the revision level. If you display the possible entries, you see a list of all revision levels for the material. The change numbers with their valid-from dates are assigned to these revision levels.
  43. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; – Copy the revision level you require by double clicking. The system enters the valid-from date from the change master record in the Valid from field. 8. Confirm your entries by clicking . The system makes a series of checks. For example, the system checks whether the material master record exists in the selected plant and whether the material type can be used in combination with the BOM usage. Important Transaction codes for Bill of Mateial in SAP Function Create Change Display Plant Assignment BOM Explosion BOM Explosion BOM Explosion T code CS01 CS02 CS03 CS07 CS11 CS12 CS13 43
  44. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Work Center Definition Operations are carried out at a work center. In the SAP system work centers are business objects that can represent the following real work centers, for example:     Machines, machine groups   Production lines   Assembly work centers   Employees, groups of employees  Use Together with bills of material and routings, work centers belong to the most important master data in the production planning and control system. Work centers are used in task list operations and work orders. Task lists are for example routings, maintenance task lists, inspection plans and standard networks. Work orders are created for production, quality assurance, plant maintenance and for the Project System as networks. Data in work centers is used for Scheduling Operating times and formulas are entered in the work center, so that the duration of an operation can be calculated. Costing Formulas are entered in the work center, so that the costs of an operation can be calculated. A work center is also assigned to a cost center. Capacity planning The available capacity and formulas for calculating capacity requirements are entered in the work center. Simplifying operation maintenance Various default values for operations can be entered in the work center. The following graphic illustrates the use of work center data.
  45. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Use of work center data Structure A work center is created for a plant and is identified by a key. The work center category, which you define in Customizing the work center, determines which data can be maintained in the work center. The data is grouped thematically together in screens and screen groups. Examples of such screen or screen groups are:        Basic Data   Assignments (to cost centers, Human Resource Management System (HR))   Capacities   Scheduling   Default values   Hierarchy   Technical data  45 Integration Task Lists Work centers are assigned to operations in task lists. If you change default values in a work center, the changes are effective in the task list if a reference indicator has been set for the default value. Work Center Hierarchies Work centers can be arranged in hierarchies. These are important in capacity planning. You use
  46. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; hierarchies to cumulate available capacities and capacity requirements in a hierarchy work center. Important Transaction codes for Work Center in SAP Function Create Change Display T code CR01 CR02 CR03 46 Routings Definition A routing is a description of which operations (process steps) have to be carried out and in which order to produce a material (product). As well as information about the operations and the order in which they are carried out, a routing also contains details about the work centers at which they are carried out as well as about the required production resources and tools (includes jigs and fixtures). Standard values for the execution of individual operations are also saved in routings. Routings (generic) consist of the following objects:
  47. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;      Routing  Rate routing  Reference operation set  Reference rate routing  Use A routing is used as a source for creating a production order or a run schedule header by copying. Structure A routing is composed of a header and one or more sequences. The header contains data that is valid for the whole routing. A sequence is a series of operations. Operations describe individual process steps, which are carried out during production (see Routing graphic) A routing is identified by its group and group counter. 47
  48. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Group and Group counter Routings within a group are distinguished by their group counter. In the graphic the three routings in group A are identified by their group counter 1,2 or 3. 48 Group
  49. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Assignment of a material to be produced to a routing Before you can produce a material with a routing, you have to assign the material to the routing. The routing and the material can exist in different plants. According to the task list type, a routing can  Have one or more materials to be produced assigned to it.   (This is relevant for normal routings and rate routing that are used directly for producing a material.)   You do not have to assign a material to a routing. However, you cannot use the routing (rate routing) in a production order or run schedule header, until you have done so.    Have no material to be produced assigned to it   This applies to reference operation sets and reference rate routings that can only be used as part of a routing or rate routing.  49 Assignment of material components to operations If a bill of material (BOM) has been assigned to a routing, you can assign its components to the routing operations. In general the BOM assigned to a routing is the material BOM for the material to be produced by the routing (see Assignment of Materials graphic)You can also assign BOMs to reference operation sets or reference rate routings.
  50. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Assignment of Materials to be Produced and Material Components Routing Structure and Navigation According to how detailed the data in the routing is, it is assigned to different levels in the structure. There are clear and uniform navigation routes, with which you can arrive at any screen. The following graphic illustrates the navigation levels and some of the navigation routes for routings. 50 The individual data can be found on the following levels:    On the initial screen you enter data that is required to identify or select routings.  On the header overview the routings in a group are displayed.  The header contains data that is valid for the whole routing. For instance, information about  o o The status and use of the routing General parameters for quality checks during production
  51. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; o The validity period You can call up the following information from the header: o o  Details about assignments of material component to the routing. That is, about the materials that are produced by the routing. A long text for a more detailed description of the routing The sequence overview contains, for instance,   o o  The sequences, that are a group of process steps in a routing The sequence category, whether the sequence is a standard sequence, a parallel sequence or an alternative sequence. The operation overview contains, for instance,  51 o o o Operations and sub-operation, which describe the process steps in the routing The work center where they are carried out A short description of the process step The operation overview is the central screen for routing maintenance. From here you can branch to the header, the detail screens for operations and sub-operations as well as other overviews for routings.  On the detail screens for operations and sub-operations you can find data that is relevant to individual operations or sub-operations, such as,  o o o  Details about external processing or personnel qualifications Standard values and other information for scheduling Parameters for quality checks during production Further overview screens exist for the assignments and assignments to each operation or suboperation. An overview is presented of the following objects that are relevant for a process step:   o o o o o  Material components Work centers Production Resources/Tools Inspection characteristics Trigger points The additional information for each assignment or assignment is contained on the relevant detail screen. This could be scheduling data for work centers or control indicators for inspection characteristics.  Important Transaction codes for Routing in SAP Function Create T code CA01
  52. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Change Display CA02 CA03 52 Classification Purpose The classification system allows you to use characteristics to describe all types of objects, and to group similar objects in classes – to classify objects, in other words, so that you can find them more easily later. You then use the classes to help you to find objects more easily, using the characteristics defined in them as search criteria. This ensures that you can find objects with similar or identical characteristics as quickly as possible. Integration The classification system allows you to classify all types of object. First, you must define certain settings in Customizing for the classification system. For more information, see Customizing for the Classification System. SAP has predefined a number of object types (for example, materials, and equipment). The settings for these object types have already been defined in Customizing, so you can start to set up your classification system for these object types without defining further settings. Features Before you can use classification functions, you need to set up your classification system. The there are three steps to setting up a classification system: 1. Defining the Properties of Objects You use characteristics to describe the properties of objects. You create characteristics centrally in the system. 2. Creating Classes You need classes to classify objects. These classes must be set up. During set up you must assign characteristics to the classes. 3. Assigning Objects
  53. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Once you have created the classes you require for classification, you can assign objects to these classes. You use the characteristics of the class to describe the objects you classify. This completes the data you require to use your classification system. You can then use your classification system to find objects that match the criteria you require. For hints on setting up your classification system so as to optimize system performance for finding objects, see System Performance. 53
  54. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Once you have set up the classification system you can use it to find certain objects. To do this: Find a class in which objects are classified Find the object(s) you require in the class When you use classification to find objects, you use the characteristics as search criteria, and the system compares the values you enter with the values of the classified objects. The following graphic is an overview of the functions of the classification system. 54 Class Types Purpose
  55. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; The class type is a central concept in the classification system. The class type determines how classes are processed, and how objects can be classified and retrieved in these classes. In Customizing for Classification, you define the settings for a class type. You define class types for a specific object type, such as materials. You can then use classes of this class type to classify objects of this object type. When you first create a class, you must enter a class type for the class. Each class type is a closed system. There is no link between the different class types. Features The class type determines the following:     Which object types you can assign to a class  Which class maintenance functions you can process  Whether you can classify objects in more than one class   Which class statuses, organizational areas, and text types are supported in class maintenance functions   Whether you can use engineering change management for classification   Which filter functions you can use to restrict the search result  Class types 001, 300, and 200 are defined for materials. In Customizing for Classification, you define the settings for a class type. 55 All materials can be classified with class type 001. Class type 300 is for variant configuration. Class type 200 is for classes that are used as class items in bills of material. You can classify the same materials separately in these class types. You can use class type 012 to classify characteristics. This class type is defined only has the Keywords, Characteristics, and Texts screens in class maintenance functions.
  56. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You can only classify characteristics in characteristics maintenance functions –you cannot use the assignment functions in the classification menu. In this case the indicator Classify master record only was set. No organizational areas were maintained for the characteristics. For this reason, if you create a class of class type 012, you cannot select any organizational areas. Classes Purpose Classes allow you to group objects together according to criteria that you define.  You create classes for certain object types for example, material, workplace, equipment.   You use the class type to determine which object types can be classified in a class.   You can assign characteristics to your class. These describe the objects that you classify in your class. When you assign a characteristic to a class, you can adapt (overwrite) the characteristic.    Classification Purpose Classification is the process of assigning objects to classes and using the characteristics of the class to assign values to these objects. You classify objects so that you can use the classification system to search for them. Integration Classification is part of the classification system. Before you can classify objects, you must create classes. Features 56 There are different ways to classify objects:  You can classify objects from the object maintenance functions, where you can assign the object to one or more classes.   Some object types can only be classified from their master record. In Customizing for the  Classification System, the Class. in master rec. indicator is set for these object types.    You can use the assignment functions in the classification menu to classify objects. 
  57. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; o o You can assign an object to one or more classes. You can assign one or more objects to a class. Class Hierarchy Purpose You can set up your classification system as a hierarchical structure, to help you target your searches for objects. For example, instead of classifying all of the nails, bolts, and nuts in your company in one class for FASTENERS, you assign other classes to FASTENERS, such as NAILS, BOLTS, and NUTS, and other classes to these classes, if required. You only use the classes on the bottom level to classify objects. You can start your search for objects with class FASTENERS, and continue your search down the different levels of the hierarchy. Integration
  58. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; In Customizing for the Classification System, in activity Maintain Object Types and Class Types, you define whether hierarchies are supported for each class type. If the class type allows you to set up a hierarchy, you do not define classes as hierarchy classes. You can assign both objects and classes to any class Features Class Hierarchies Without Inherited Characteristics In a class hierarchy without inherited characteristics, you do not assign characteristics to the classes on higher levels. Only the classes that you use to classify objects have characteristics, which describe the objects you classify. Class Hierarchies With Inherited Characteristics In a class hierarchy with inherited characteristics, you assign characteristics to the classes on higher levels. All classes lower down in the hierarchy inherit these characteristics. If you want to use a characteristic in all of the classes in a hierarchy, you only need to enter the characteristic once on the top level. 58 You can use inherited characteristics to restrict your search for objects to specific classes. You can then select a class and continue your search in this class. Class Hierarchies as Graphics You can also display and maintain a class hierarchy in graphical form. For more information, Object Dependencies in Classification Purpose You can use dependencies as an aid to entry for classifying objects. For example, you can ensure that a racing handlebar can only be selected for a racing bicycle. Dependencies are only effective for classifying objects. They are not used for classifying classes or finding objects via classes. Using object dependencies Classification system function Classifying objects Assigning classes Dependencies YES NO Finding objects NO
  59. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You can assign dependencies to characteristics and characteristic values for classification. You can use the following dependency types: Using Dependency Types Dependency type Preconditions Selection conditions Actions Object Characteristic, characteristic value Characteristics Characteristic, characteristic value Procedures Characteristic, characteristic value Object dependencies can be used in classification and in variant configuration. In variant configuration, they are used to make it easier to create an order for a complex product with a large number of variants. If both applications are in use in your company, you may find that object dependencies are used for two completely different purposes. However, it is not currently possible to separate the use of object dependencies in classification from their use in variant configuration. The object dependencies assigned to characteristics or characteristic values apply in both classification and variant configuration functions. For this reason, we recommend that you create dependencies as general rules that apply to both classification and variant configuration. 5 9 Characteristics Purpose In classification, characteristics describe the properties of objects. The values of a characteristic specify these properties. Characteristic COLOR has the values 'red', 'green', and 'blue'. When you classify an object, you use this characteristic to specify the color of the object. You create characteristics centrally, then assign them to classes. When you assign a characteristic to a class, you can adapt (overwrite) the characteristic. When you assign objects to a class, you assign values to the characteristics. You can use characteristics in other application areas, as well as classification. Characteristics serve different purposes in different applications (see Integration). Integration Characteristics are used in the following application areas: PP-PI – Process Industries: To describe the PI-PCS interface in the process control station QM – Quality Management:   To transfer inspection values to batch classification. (The characteristics in classification are referred to as "general characteristics" in mySAP PLM quality management.) 
  60. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  To produce quality certificates  EH&S – Environment, Health and Safety: To describe the properties of substances PP-CAP: In formulas for determining standard values LO – batches: Substance processing MM – Purchasing: In the procedure for releasing purchase requisitions and purchasing documents with classification LO – Variant Configuration: To configure complex products CA – Classification:   For classification: To describe the properties of the objects you classify   For finding objects: As search criteria for finding objects that have been classified  1. Easy Cost Planning: To enter and assign values to costs incurred. For information on how to proceed, Features When you create or change a characteristic, you can define the following settings: 60 Format For example, numeric format is for figures, and character format is for alphanumeric characters. Units of measure for numeric values Templates for entering values Required entries for a characteristic (required characteristics) Whether intervals are allowed as values Language-dependent descriptions and texts for characteristics and characteristic values Display options for characteristics on the value assignment screen Allowed values Default values that are set automatically on the value assignment screen To describe how characteristics and characteristic values in classification influence each other, you can assign dependencies to them. Creating, Changing, and Displaying Characteristics Procedure To create a characteristic: 1. From the classification menu, choose Characteristics. 2. Enter your data on the initial screen: o o In the Characteristic field, enter a name for your new characteristic. Use the Naming Conventions for characteristic names. Enter a change number if you want to create the characteristic using engineering change management.
  61. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; o o o To do this, choose processing type Create characteristic. You can also copy the data of an existing characteristic. Use the pushbutton by copying. Enter the name of a characteristic you want to copy. Confirm your entries. 3. On the Basic data tab page enter the most important control data for the characteristic. You must maintain the basic data for all characteristics. All other screens are optional. To change a characteristic select the pushbutton Change in characteristics after entering the characteristic. To display the characteristic choose the pushbutton Display. Create
  62. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Engineering Change Management (ECM) 62
  63. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Engineering Change Management Engineering Change Management is a central logistics function that can be used to change various aspects of production basic data (for example, BOMs, task lists, materials, and documents ) with history (with date effectivity) or depending on specific conditions (with parameter effectivity). A change with history has the following distinctive characteristics:  It takes effect under precisely defined conditions (precise date or specific effectivity parameter value).   The changed object is saved twice: in its state before and after the changes.   A change master record or ECR/ECO controls and documents the changes.    Changes With and Without History            For technical and commercial reasons, it is necessary to change industrial products from time to time.  Technical reasons for changes include, for example, technical faults that have to be put right and the introduction of new environmental or safety regulations. For commercial reasons, it may be necessary to start using cheaper materials or to change a product to suit customer requirements.  In the SAP system, you can make changes to objects both with and without history.  Changes without history  These are changes that occur during the development phase of a product and that are not documented. The state of the object (for example, bill of material or task list) before the change is not documented. When you change and save data, the old data is overwritten. You can only recall the data that you saved last.  Changes with history  These are changes that may affect further activities in the procedure and should thus be documented. For example, changing a material could incur a change in the bill of material (BOM) and likewise then the task list and inspection plan.  In the SAP system, you can document changes with Engineering Change Management. In the case of specific change objects (such as a material, document, or bill of material), Engineering Change Management can be used separately for each object.  Changes With History You can carry out a change with history with reference to a change master. This means that you can:  Determine under which conditions the change becomes effective.  You enter an effectivity based on time (valid-from date) in the standard system. You can also make changes irrespective of dates or time. These changes become effective under other conditions (for example, serial number effectivity).  Reproduce the processing status of a change object in different change statuses. 
  64. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  The change object (for example: bill of material) is stored twice: in its state before and after the change. The new data records that are created when you make a change are saved by the system in the original object.   In the standard system, the state of the object before the change ends with the valid-to date. The state after the change begins with the valid-from date.   Exceptions:  o Material The new data records that are created when you make a change are saved by the system in a change document. o Document The system saves the change number in the document info record. Changes to the document info record are saved in change documents. If you foresee making fundamental changes to the document info record, then you should create a new version with reference to a different change number. If you define the effectivity using parameters and not the valid-from date, the parameter values determine under which conditions the change becomes effective.    You can document the changes.   You can identify particular processing statuses of a material or document by defining revision levels.   With the help of SAP Business Workflow you can organize and automate related work steps in  Engineering Change Management.   In certain situations, you can use a digital signature to ensure that only authorized employees can make any changes.  The following graphic shows the information that you must maintain in the change master record:
  65. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Change Master Record Definition The change master record is a master record that contains information necessary for the management and control of changes. The change master record contains data of a descriptive character (such as the reason for the change) and control data (such as effectivity data, object type indicators). Besides this data that the user maintains, there is also data that is automatically updated by the system (management data). Structure The most important change master record data is grouped as follows: Change header (description, effectivity data, status information) Object type indicators (for example, BOMs, task lists, documents) 65 Object overviews for the different object types Detail screens for the different objects (object management records) Exactly which data is maintained depends on the function that the change master record adopts in the change process. For example, you do not need to maintain object type indicators for a change master record that has been created with the Leading change master record function. Integration In the SAP system, change master records are identified by a change number. Number Assignment is made according to defined criteria. In the change process, a change number can identify change master records with the following tasks: Simple change master record (with or without release procedure) ECR / ECO Change master record of an engineering change hierarchy  Change leader (Leading change master record)    Change package  Creation of a Profile Use The profile for creating a change master record groups together default values and presettings for the change master record. This data is standard information that is needed repeatedly in a similar form when maintaining change master records . The profile helps you when creating a change master record and makes it easier to manage change data.
  66. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Prerequisites You must have defined the profiles in Customizing for Logistics - General under Engineering Change Management Maintain profiles. Features You can enter the following default values as change master record data:  Change number status   Authorization groups   Reasons for change   Status Profile   Object type profiles      You use the object type profile to define which object types can be processed with reference to the change number.  The object type profile is therefore irrelevant to profiles for creating change master records with the Leading change master record (Change leader) function. Activities 1. Define the profile in Customizing. 2. Enter the profile on the initial screen when you create the change master record. The system adopts the change master record profile values as default values. You can overwrite these default values in the change master record. Default values for a profile that you overwrite in the change master record are only stored in the change master record and not in the profile. When an object type profile is assigned to the change master record profile the system also copies the object type indicators that you have set there. If you set the indicator in Customizing for the object type profile Can be overridden you can change the object type indicators in the change master record. Number Assignment for the Change Master Use You use this function when you create a change master record.
  67. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Features Depending on your company‟s requirements, you can assign either a numeric key or an alphanumeric key. The SAP System supports two types of number assignment:  Internal number assignment  If you want to assign consecutive numbers that are purely numeric, do not enter a change number when you create a change master. When you save the change master, the system assigns the next available number from the number range defined for change masters. The system displays this number in a message. In the Customizing for Engineering change management, under Define number ranges, you can check which number has been reached in the internal number range.  External number assignment   In the standard SAP System, an external number range is defined for (purely numeric) numbers.   If you want to assign an alphanumeric key, you enter an alphanumeric character string.  Please check which special characters you use. The following special characters can be used anywhere within the change number: "-", " /", "_" If you use the standard settings for external number assignment, you can enter any alphanumeric key. However, if you want to restrict the external number range for alphanumeric characters, define an additional external number range with the interval you require. You also need to select the NR check for alpha indicator to activate checks on alphanumeric numbers. Additional Checks for Alphanumeric Change Numbers during External Number Assignment If you assign change numbers manually, the system performs the following checks:  If you enter a purely numeric key, the system always checks whether the key is from a number range defined for external number assignment.   If you enter an alphanumeric key (for example, K-01), the system only checks the key if this is defined in Customizing. In Customizing for engineering change management, under Set up control data, you can define whether or not the system checks alphanumeric fields as well. To do this, you use the Number range check for alpha fields indicator.   o o If you do not select this indicator, the system does not check number ranges for alphanumeric numbers. In this case, you can enter any alphanumeric key. If you select this indicator, the system checks all the external number ranges that are defined for alphanumeric numbers.
  68. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; For example, you defined an external number range for alphanumeric numbers. The upper and lower limits of the interval are as follows: From number: AAAAAAAAAAAA To number: CCCCCCCCCCC The Number range check for alpha indicator is selected. If you enter the number K-01, which is not within the defined number range, you see the following error message: Change number K-01 not defined for external number assignment The following numbers can be entered: A-23-D, B22, CA45. Activities To display an overview of the number ranges and the current number status on the initial screen, click No.range. You define number ranges in Customizing for Engineering Change Management by choosing Define number ranges. Maintaining the Create Initial Screen 1. Choose Logistics Central functions Engineering change management Change master Create. The Create Change Master: Initial Screen appears. 2. Enter an change number. Do not enter anything if you want the system to assign a number itself. For more information, Select the type: o o Change master Engineering change request (ECR) To find out about the differences between the two types, 3. Select the change master record's function: o o o o Without release key With release key Lead. chg. mast. (leading change master record) Change package
  69. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 69 3. If you want to create an engineering change request, select a change type. 6. If you want to create a change master record with parameter effectivity, enter an effectivity type. 7. If you want to transfer the pre-defined settings from a profile defined in Customizing to the change master record, enter the name of the profile. 8. In the Copy from dataset, you can enter the change number of an existing change master in order to copy data (for example, change header data or object type indicators) to the new change master as default values. Here the system also copies all object management records from the change master record you are using as a reference. Check which object management records you require and delete any superfluous object management records from the new change master record if necessary. 9. Click . Engineering Change Hierarchy Use The change hierarchy enables you to make complex changes to several objects with reference to several change numbers and group these complementary changes together for management purposes. The many different change objects can be structured in a clear and transparent way from different views (for example, organizational and functional) in the change hierarchy. Integration At the present moment in time, you can process the following objects using a change hiearchy:   All BOM categories  Task list types:  o o    Routings Reference operation sets Characteristics  Characteristics of class  Classification  Prerequisites 70
  70. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You must activate the release procedure in Customizing for Logistics - General under Engineering Change Management Set up control data. Set the Release active indicator in the Effectivity data set. Structure Change master records with the functions Change leader and Change package form a single-level change hierarchy. They fulfil the following functions:  Change leaders (Leading change master records)   The leading change master record (change leader) is the superior change master record in a change hierarchy. It groups several change numbers (change packages) together.  The following information is maintained in the leading change master record: o Determination of the effectivity of a change (for example, valid-from date) o Release procedure The release key controls which areas the changes that are made with reference to the allocated change numbers (change packages) are released for. o Deletion flag (global) You can only set this deletion flag if the deletion flag is set for all the allocated change packages.  Change packages   The change package is the inferior change master record in a change hierarchy. All the change packages are allocated to a change leader. The object changes in a change hierarchy are with reference to the change packages.   Change packages can be formed from different points of view. For example, from an organizational point of view, the change package would just contain the objects from the product structure that are controlled by mechanical engineering (material, BOM, engineering/design drawing, and so on). A change package from a functional point of view would contain the objects that form a logical unit in the product structure, for example, material, BOM, document, routing for a gearbox.   The following information is maintained in the chnage package:  71
  71. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; o o o o Choice of change objects (object management records), for example BOMs Control of the processing procedure using system status and user status, where appropriate Control of the processing procedure using SAP Business Workflow Deletion flag (local) This deletion flag is only relevant to one individual object. You can only set a deletion flag for the change leader if the deletion flag is set for all the allocated change packages. You can only include an ECR / ECO in an engineering change hierarchy if you use the Change package function because you can only enter the change objects for a change package. Graphical Representation The following graphic shows the relationship between change leader, change packages and change objects. Releasing Changes Changes that are made with reference to a change hierarchy have to be released using a Release Procedure Display You can display an engineering change hierarchy in a tree structure.
  72. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Valid-From Dates Use In the standard system, the effectivity of an object change is defined solely by the valid-from date. The valid-from date specifies the time the change becomes effective from for all the allocated change objects. You can also define a special valid-from date (alternative date) for individual objects. When choosing the valid-from date, you should account for the effectivity of the change objects that are to be processed with this change number. Integration When you change an object (for example, a bill of material) with reference to a change number, the system verifies if the object (for example, the bill of material) is effective from the valid-from date. When you create the different change objects (without reference to a change number), the system sets different commencement dates for the effectivity, depending on the object or how you create it (for example, whether you create a material immediately or whether you schedule it). Commencement of the validity when creating change objects (without change number) Change object Commencement of effectivity BOMs Key date Routings Key date Documents No limitations Materials Create Immediately Create Schedule _ No limitations Key date Classification system objects No limitations Substances Key date Phases Key date Examples: Object in the Classification System There is no limitation on the valid-from date for an existing object (for example, characteristic) in the classification system. If you create a characteristic on May 10th 1997, you can edit it with reference to a change number with a valid-from date set for January 1st 1997.
  73. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Material BOM You create a material BOM on the key date. If you create the material BOM on May 10th 1997, it is effective from this date. You cannot edit it with reference to a change number with a valid-from date set for January 1st 1997. Features Entering the Valid-From Date You can maintain the valid-from date at various processing stages, depending on the Create function you use. If you are creating a simple change master record you must enter a valid-from date immediately in the change master header. If you are creating an engineering change request you do not have to enter a valid-from date immediately. You can still enter and check the change objects without a valid-from date. You do not have to enter a valid-from date until you want to change the engineering change request to an engineering change order. See also: ECR / ECO Changing the Valid-From Date You can change the valid-from date. In the change header, this is only possible as long as no changes to objects have been made with reference to the change number. As soon as an object has been changed, the field is no longer ready for input. In this case, you must carry out a date shift. Protected Time Period In Customizing for Engineering Change Management, under Set up control data, you can define a time frame for additional date checks in the Date shift dataset. You define a protected time period that is checked in the following processing situations:  Change master record maintenance  o o o o  Entering the valid-from date Entering an alternative date Shifting the valid-from date or an alternative date Allocating an alternative date to a change object or deleting the allocation Processing a change object with reference to a change number with a valid-from date in the protected time period   o o Changing a change object (for example, BOM or task list) Assigning or changing a revision level For this date check, you can specify whether a warning message or an error message is displayed when you try to perform these functions within the protected time period.
  74. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; For example, you can specify that changes in the past are not allowed. Process flows for Materials Requirements Planning (MRP) may be relevant to the change. If materials have to be replaced by new materials, the replenishment lead time must be taken into account when you change the BOM. Calculating the Protected Time Period The baseline date for the check is the current date. The system calculates the warning or error time (in calendar days) either forwards or backwrds in time from the current date. The protected time period covers the key date calculated and all dates before this date.  Warning time in days   You can process objects in this time period but you receive a warning message to remind you that the change objects need checking.    Error time in days   You are not allowed to process objects in this time period.  If you enter a negative value (for example, 10-), the system calculates the protected time period from the current date backwards. Example: Calculating the Protected Time Period (Warning) Suppose you want to perform a date shift on the valid-from date of a change master record. The following settings are defined in Customizing: Customizing System Checks Date check: active Current date: 10.10.97
  75. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Warning time: 10 calendar days Protected time period: 10.20.97 and the days before it If you attempt to shift the valid-from date of your change master record to October 15, 1997, a warning message appears because October 15, 1997 is in the protected time period. If you confirm the warning message, you can shift the date to October 15, 1997. If you have an Error time in days of 10 days instead, the earliest date you can shift the valid-from date to is October 21, 1997. Date Shift for the Valid-From Date Using the date shift function, you can shift the valid-from date of a change master even if changes to objects (bills of material, task lists, or classification system objects) have already been made. The system checks the control data settings in Customizing. Protected Time Period Whenever you shift the valid-from date, the system recalculates the valid-to date for each effectivity period.  You cannot shift the valid-from date if the consistency of the following change objects is not ensured:  o o o o BOM Routing Object in the classification system (for example, characteristic) Material or phrase In this case, the system creates a temporary protocol that lists the change objects that prevent a date shift. Example of Inconsistency: A BOM header, for example with the change number N1, valid-from date May 12th 1997, has been changed. You are editing another change number (for example, N2). The same BOM has been entered as the change object for this change number. You want to apply a date shift and have chosen the valid-from date of change number N1 as your new date. You can receive a warning for a BOM item in the same processing situation.
  76. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  Using the authorization object C_AENR_BGR (change master authorization group), you can define the users who are allowed to shift the valid-from date. When you do this, the system checks activity 81 - Schedule.  Alternative Dates In the standard system, the valid-from date in the change header is automatically valid for all the change objects that are changed with reference to this change number. However, you can replace this date with an alternative one for some change objects (for example, BOM A, task list A, document 1). This is useful, for example, if the BOM is to be changed earlier than the task list.  To do this, you create alternative dates, for example DE1 and DE2. Each of these alternative dates has its own valid-from date, for example DE1 - 08.12.1996 and DE2 - 15.12.1996.   By allocating each alternative date to one or more change objects, you can make the change effective on different dates but with reference to one change number.   Change Objects That Support Alternative Dates You can only enter an alternative date for change objects that you can maintain an object management record for. You can currently link alternative dates to the following change objects:  BOM   Routing   Document   Material     The following graphic shows different valid-from dates for a change master record (valid-from date of the change header and two alternative dates). These different valid-from dates are allocated to different change objects. Alternative Dates for a Change Master 77
  77. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; ECR / ECO You can control the progress of changes with an engineering change request (ECR) / engineering change order (ECO). An engineering change request is a change master record with reference to a change type. Since processing change objects with an ECR/ECO enables you to control changes in a more precise way, you cannot create a change request with the Change Leader (Leading change master record) function. The following graphic shows some additional functions that you can use when you assign a change type to the change master record. 78
  78. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; The following table shows a comparison between a simple change master record and an ECR / ECO. Comparison of Change Master Record with ECR / ECO Data to be maintainedChange Master Record ECR / ECO Change type - X Internal system status - X User status X X Object records managementX X Generating objectX management records Only when creating an object Entering valid-from date immediately Until ECR becomes ECO Editing change objects immediately ECR must be converted to ECO Digital signature X - 79
  79. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Object Types You can change various change objects with reference to one change master as often as you need to. Objects with the same attributes are allocated to the same object type. For example, materials are allocated to the Material object type, BOMs to the BOMs object type. You can process the following object types with reference to a change number:       BOMs  Task lists  Documents  Materials  Classification system objects  o o o  Characteristics Characteristics of class Classification Variant configuration objects   o o o  Object dependencies Configuration profiles Contents of a variant table Objects in the Environment, Health and Safety System   o o o Substances Phases Dangerous goods Object Management Record You use an object management record to control changes to one particular object and document these changes. The number of objects that you can process with reference to a change number is unlimited. The object management record supports the following functions for the change object:     Special documentation  Object-specific valid-from date (alternative date)  Object-specific status network (user status)  80
  80. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  Revision level (for materials and documents)  You can only enter an object management record if the indicator: Management record required for each object (Object) is selected for the object type concerned (for example, bill of material). Graphic: Management Records for Object Types The following graphic illustrates object management records in a change master for different object types.  For example, the first object type could be material BOM. In this case, there are three object management records for three material BOMs.   The second object type could be task list. In this case, there is one object management record for one task list.   The third object type could be document. The change master record supports changes to documents, but no object management record has been created for a document yet.    Undoing of Changes Use
  81. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You can use this function to undo object changes that were made with reference to a specific change number. Prerequisites Users must have the necessary authorization (authorization object C_AENR_BGR, activity 85). Integration In the standard system, undo is implemented for changes to important master data: Scheduled material changes Bill of material Characteristic Characteristic assignment to classes Variant table contents Individual dependency Dependency net 82 Classification In the BAdI ECM_UNDO Undo Changes, SAP provides separate classes as BAdI implementations for each of these objects. If you want to implement undo changes for more SAP master data and for customer-specific master data, you can use these classes as templates for your own implementations. Features Data That Is Undone Before each undo, the system checks each changed object to see whether the changes can be undone. The following overview shows which data is undone by this function. Activity Result of Function Creating objects When you create an object with reference to a change number and execute the Undo function, the system removes the object from the database. In contrast to deleting with reference to a change number, the object is not only marked as deleted. You can also create an object with the same name again after this undo. Deleting objects When you delete an object with reference to a change number and execute the Undo function, the system only removes the deletion indicator. When you change an object with reference to a change number and execute the Undo function, all changes are always undone for each object that were made with the Changing objects
  82. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; selected change number. This also applies for cases where the changes were made at different times or with different transactions. If, for example, you create an object, change it several times, and then delete it with the same change number, it will be removed completely by the undo. Constraints If at least one change with a different change number builds on the selected change, dependent changes exist. In this case, an undo is not possible. The validity of the time is not always decisive for this check. It is always possible, therefore, to undo the last change made, even if this is not the change with the newest validity date. 83
  83. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Two versions of a characteristic exist: Version 1 with date valid from Version 2 with date valid from 01/01/2005 01/01/2006 If you make a change with the date valid from 07/01/2005, this third version can be undone although a version exists that lies behind it in time. Effects on Change Master Record and Change Order The following effects can be observed in these master records: The change master record or change order is not changed in an undo. Object management records are not deleted automatically. After you have executed the Undo function, the object can be edited again without a new object management record being created or the change being approved if necessary. Result of Undo After undo, the original data that was saved before the change with the selected change number becomes valid again. You edit a BOM with reference to a change number. For example, you add an item. When you undo the change, the new item is removed from the BOM. The undo is considered to be a change to the object. Therefore, after the undo, the person who executed the Undo function appears as the person who last changed the object. If change documents are written, they contain the changes to table contents that were made as a result of the Undo function having been executed. Activities To start undo, choose Cross-Application Components → Engineering Change Management → Change Number → Undo. _ A list of all objects appears that were changed with reference to the change number. You can undo changes either for individual objects or for all objects. Only those objects are displayed for which an undo is possible. For example, scheduled changes to materials are displayed. Immediate material changes or changes to routings are not displayed. _ Before you undo the changes, you can simulate the undo in order to check the affected objects. A status and a message text tell you whether an undo is possible, or which error prevents undo. For example, if the change order has already been released, undo is no longer possible. The system does not check undo authorization for the simulation. This means any user with authorization for change management can check whether an undo is possible. Each undone change is logged. Even when you have undone all changes and the system does not display any more changes in its overview, you can display the log.
  84. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You can see whether changes were undone and which ones. The log also informs you which users executed the Undo function and when. Displaying a Change Overview If you want to display a change overview, proceed as follows: 1. From the Engineering Change Management menu, choose Reporting Change overview. The Change Overview: Initial Screen appears. 2. Enter the change number whose data you want to see. You can also execute this function for multiple change numbers in one function call. To do this, choose Multiple selection. The Multiple selection for change number dialog box appears. – If you define single-value restrictions, you get information on the exact change numbers you enter. – You can also enter more than one interval of change numbers. – To copy the selected values to the initial screen, choose Copy. 3. Enter indicators for your output parameters. 4. To start the reporting function, choose Execute. 5. On the result screen, all change numbers with data from the change header (valid-from date, description, and status) appear. After this change header data, you see the master data you selected from the output parameters. The datasets are produced for each change number, with a dividing line between change numbers. 3. If the processor has approved the query, he carries out one or more of the following activities: o o o Create change notification (as follow-up notification) Assign ECR Create ECR The person, who created the ECR, defines the necessary settings such as the change type. The other processes in Engineering Change Management are controlled by the change type.
  85. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Document Management System
  86. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Document Management Purpose In recent years, the increasing complexity of products has led to increasingly complex development tools, such as computer-aided design (CAD) systems, and more advanced production processes, such as computer-aided manufacturing (CAM) systems. CAD and CAM tools have been used to optimize production times and quality. As this process becomes more complex, the systems for managing the technical documents involved need to be more sophisticated. The many different procedures for describing products (such as design drawings, photographs, and texts) mean that there is a huge increase in digitally stored data. The quality and availability of documentation is becoming increasingly important. The Document Management System (DMS) in the SAP System offers the following advantages:  If you link document management to computerized development and production systems, you avoid data redundancy, maintain consistency of data, and minimize the workload involved in entering and updating your data.   In order to use large databases to the full, you need to be able to exchange data quickly and securely. You can access your data directly using electronic search tools, or find documents using known parameters. You can also search for and display documents (original application files) via the Internet/intranet.    By reducing access time and the workload involved in routine tasks, you can lower your costs considerably.    You can use document distribution to distribute documents that are managed in the document management system (DMS) either manually or automatically according to company-specific processes. This ensures that the employees responsible or external partners can view or process up-to-the-minute information.   Stricter product liability laws mean that it is becoming increasingly important to archive documents during the life cycle of a product. The quality of a product includes the production process and the whole organizational environment, as well as the product itself. A company that wishes to be certified for quality management (ISO 9000 to 9006) can only meet strict quality requirements by using high-performance document management functions.   SAP Document Management meets all these complex requirements. In addition to managing documents, it also coordinates document processing. You can automate the entire life cycle of a document: from document creation to document storage, from access to update. Each document can be accessed immediately from any computer in the network.
  87. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Integration The SAP Document Management comprises a range of functions for managing documents that may be stored both in your SAP System and external systems. The following graphic shows objects that you can maintain documents for in the standard SAP System. Features SAP Document Management offers you a wide range of functions for managing product documentation and ensuring problem-free data exchange between different applications. The integration of Document Management in many SAP System applications and its functions for interfaces to external systems, mean that you have many different ways of processing documents. Because of this deep integration, Document Management is one of the central functions within Logistics. The following graphic shows the integration of Document Management in the SAP System. 89
  88. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Deep integration in the SAP System affords a wide range of functions and many options are open to you for configuring your system to meet your company‟s specific requirements. Document Management can be adapted to suit the needs of different user groups and industry sectors. Examples of the Uses of Document Management The following examples show some of the uses of document management in different areas of a company.  Example 1  In the design office, document management can be used to manage drawings. All design drawings can be linked to material masters. Using classification functions, you can search for an assembly and copy the drawing of the assembly to a CAD system (via the CAD interface).  Example 2   Companies that process complex documents can use document structures to organize these documents. All documents and texts that are logically connected can be grouped together in one document structure.    Example 3  A routing contains the sequence of operations for manufacturing a product. Documents can be allocated to the operations in a routing as production resources/tools. These documents may be used, for example, to describe the specifications of a product, or to store inspection requirements. 90
  89. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; The following graphic shows the allocation of documents to operations.  Example 4   Documents can be linked to projects.   You can use the document hierarchy to represent individual product folders that are given to the product administrators responsible.   Using the status management functions, you can determine that a project folder is only released when all the documents in the folder (for example, drawings, documentation) are released.  Document Management Menu Calling the Menu You have the following options for calling the document management functions:  Call the Document Management menu directly   Choose Logistics _ Central functions _ Document management. You see the main Document Management screen.  91
  90. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Document Info Record Definition A document is a carrier of information. This information is either for the user/person responsible or for exchanging between systems. A document contains information that can be stored and it can take many different forms (such as technical drawings, graphics, programs, or text). When complete, this information gives a full description of an object. We use the term document info record to refer to the master record in the SAP System that stores all the business information for a document. While the document info record contains the metadata for a document (such as the storage location), the original file (for example, the design drawing) contains the actual information in the document. Structure The document info record contains the following information: Data that is descriptive in character (for example, laboratory) Data with a control function (for example, document status) Original application file data (for example, processing application or storage location) Data that the system automatically copies (for example, CAD indicator) Integration Documents are identified in the SAP system using the document key fields: Document number Document type Document part Document version Document Number The document number, or in short, document, identifies a document as the main part of a document key. This is an alphanumeric field in which you can enter up to 25 characters. The following overview shows some examples for documents. 92
  91. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Document Document type Document part Version DOC-01-AA DRW 000 01 DOC-01-AA DRW 000 02 DOC-02-AA DRW 000 01 DOC-01-AA L01 000 01 DOC-01-AA L01 000 02 Document Type Definition The document type is used to categorize documents according to their distinguishing features and the organizational procedures that result from them. The description of the document type is language-dependent. Use It has important control functions in document management and is used, for example, to control the processing flow via a status network. Structure The document type is an alphanumeric field in which you can enter up to three characters. The following overview shows some examples for documents of the same and of different document types Document Part Document parts subdivide a document into several documents. Use Document parts can be used as follows: 1. You can enter individual sheets of a complex design drawing as document parts for a document number. 9
  92. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 3 2. You can manage documents in different languages. You can enter a document in Spanish under a different document part than the same document in French. Structure The Document part is an alphanumeric field in which you can enter up to three characters. The following overview shows some examples for document parts of a document. Document Document Type Document Part Version DOC-01-AA DRW 000 01 DOC-01-AA DRW 001 01 DOC-01-AA DRW 002 01 Document Version Definition Document versions are used to represent the different change or delivery statuses of a document. This field is part of the document key and is often referred to simply as Version. Use Document versions document a processing status in a complex change process. Structure The Document version is an alphanumeric field in which you can enter up to two characters. The following overview shows some examples for the versions of a document. Documents Document Type Document part Version DOC-01-AA DRW 000 01 DOC-01-AA DRW 000 02 DOC-01-AA DRW 000 03 Status Management Use You can control the processing statuses of documents using status management. _ You can define several statuses that represent important processing statuses a processing cycle of a document. 94
  93. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; _ The processing cycle of a document can be represented in a status network. You construct this network by creating a relationship between the statuses for a document type (predecessor/successor relationship). In each processing situation, the system determines the possible subsequent statuses of the current status. You can display and select these statuses using the possible entries function. Integration Related application areas can read a status change, for example: SAP Business Workflow starts a workflow that distributes a task to selected employees when a certain processing status has been reached. The document is distributed to other systems via Application Link Enabling (ALE). When you release a document, you can define additional checks for certain SAP objects, such as special checks for Engineering Change Management. Authorization object C_DRAW_STA (document status) controls authorizations for status processing (See Definition of a Status Network Use A status network represents the entire processing cycle of a document from the beginning to the end of a phase, for example from the creation of a document to its release. The processing steps can be defined and controlled exactly. Prerequisites You must define statuses for each document type in Customizing for the Document Management System, by choosing Control data _Define document types _Define document status. Features The statuses that you set in a relationship to one another as predecessor and successor form the status network. You can allocate a status type to a status if you want to have greater control. The status type assigns specific features to a status, for example you may only be able to set a status when you create a document for the first time (primary status), or there may be important basic data that you are not allowed to change with a certain status (lock status). In the following processing situations, the system sets a status automatically:  Processing an original application file  95
  94. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  Checking an original application file into an archive The following graphic shows a status network.     Two possible primary statuses are defined as the initial status: A1 and A2. This means that two different processes are represented at the start of this status network.   Complex predecessor and successor relationships are defined for the statuses in this network. These relationships are checked every time a new status is set.   In the following status network, status IR has statuses WR and WK as previous statuses. This means that status IR can only be set if the current document status is either WR or WK.  Activities Define the important statuses for the document type that represent the processing statuses. Create one or more predecessors for each status. A maximum of six predecessors is checked. When you set a new status the system checks whether the current status belongs to the number of predecessors of the new status. Content Versions for Original Application Files Use Certain processing statuses of an original application file (for example, file 1 and file 4) are of special importance to the person who created it or other employees and must be available at a later point. 96
  95. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You must be able to reproduce these special processing statuses - distinguished by the different statuses of the document info record - without constantly creating new versions. For this reason, it is useful to save several, chosen processing statuses automatically for one version in a secure area. These automatically saved process statuses are called content versions. You can display them at any time. Integration In Customizing for the Document Management System, you define statuses for the document types by choosing Control data _Define document types _Define document statuses. Set the Content version for originals indicator. Prerequisites A content version is created using the following prerequisites: The original application file is stored in a secure area. Storage can have occurred in on of the following secure areas: 1. If storage using Knowledge Provider is set for the document type the original application file must be located in one of the defined storage categories (for example SAP database, HTTP content server). 2. If storage using Knowledge Provider is NOT set for the document type the original application file must be located in one of the following data carriers: SAP Database, vault or archive. The workstation application is defined in Customizing so the original model supports content versions. The settings are made under General data → Define workstation application. Features Important processing statuses of original application files are saved in a secure area. These processing statuses are often the basis for further processing. It could happen that later version contain incorrect information or are technically incorrect. In this case, the original application file that was saved in a secure area is still available. Use the status to control that a copy is automatically created for further processing of original application files that are in secure areas and are to be processed later. This control is done using status indicator Content versions for originals that you can set in the definition of a status. The new processing base or copy is a content version (also called “audit” in earlier Releases). The following graphic shows a content version in a document info record. 97
  96. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Activities The system creates content versions automatically. You can display the content version in the document info record on the tab page Originals and select them for later processing. Linking Objects to a Document Use You can link documents to a large number of SAP objects (for example, materials, customer) in order to document the objects in more detail for various business processes. Integration In the standard SAP system, document linking is supported for many SAP objects. The following graphic shows some of the SAP objects that you can link to a document info record in the standard system.
  97. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Prerequisites In Customizing for Document Management, you can define which SAP objects can be linked to documents of each document type by choosing Control Data. The activity Define Document Type is divided into several work steps where you enter the following data for the object link: Define document status Here you decide whether an object check is made when you set a certain status for your chosen document type. In this case, you can only set the status if there are master records for all the linked objects. You can link a document with status A to a material for which there is no master record in the system. If you want to assign status B to the same document, an object check is made for this status. If there is no master record, the status cannot be set, or you must delete the object link. Determine object links Here you define settings for object links. 99  _ Choice of SAP objects to which documents can be linked   You see a list of all SAP objects that are supported for object links in the standard SAP system by choosing the input help. You also have to enter the screen where the key fields for the object are maintained.    _ Copying object links with new versions   You can decide whether the links for each SAP object are to be copied from the source version when making a new version.    _ Activating additional functions for the object link  You can activate additional functions in order to link to a third object or to classify the link. For more information, see the online help (F1 help) for the indicator Additional functions for object links active. Features Linking a document to an SAP object allows you to do the following: _ You can maintain the object links from the object or from the document. Additional Function for Material Master Record: In Customizing for the Material Master, you can define a standard document type by choosing Make Global Settings. Documents of this standard document type are displayed in the material master record, in the
  98. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Basic data 2 view (Extras → Document data).    You can display the original application files of a document (for example, an engineering/design drawing) directly from the object (for example, material) using a display application (viewer). You can enter additional information for object links, such as:  _ Creating Long Texts for Object Links   _ Classifying Object Links   _ Additional Objects for Object Links  You can also link documents to SAP objects for which links are not supported in the standard SAP system. Creation of a Simple Document Hierarchy Documents can be set up in a hierarchical relationship to each other, for example, by creating an object link to the object type Document. 100 If there is a specific order for the documents in this link, you can represent the relationship between the documents by using a hierarchy. Prerequisites The superior document already exists. Features By entering a superior document, you set a direct predecessor for a simple document hierarchy. The hierarchy is not limited to this level; it can be expanded from the superior document. The superior document can:  be superior to other documents   be inferior to another document   You can put documents of different document types into a document hierarchy. Recursiveness is not supported. This means that a document can only be entered once in the entire explosion path. By entering superior documents, you can represent an entire document hierarchy in the system. This is illustrated in the following graphic.
  99. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Create Document Use You can create a document in different processing situations using different functions. Here, you create a document info record that stores all of the data required to process and manage a document (original application file). The processing functions for documents are also available in the browser in the context menu of a document Prerequisites You have carried out the necessary steps in the Control Data section in Customizing for Document Management. You cannot change the document type once you have saved the document. Features The following overview shows which functions you must call in the different processing situations. You want to... Screen Function Create a new document Document Management menu Document → Create Create document by Document copying template Management menu document (same document type) Document_ (using templates copying) Create or by Create new version by Initial screen Document _ New version copying template Document _Edit (from initial screen) document (highest existing version) Create new version by copying template document (version that is being processed in the current session) Processing document, example, on Document Data page. the Document _ New version for (from Basic Data screen) the tab 102
  100. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Before Creating a Document Info Record In order to create your document quickly and make sure that all the necessary data is entered and processed, you should make the following decisions before you start:  Which document type do you want to assign to the document? The document type has important control functions and cannot be changed once you have saved your document.   How do you want to assign document numbers, provided the document type allows both internal and external number assignment?   Do you want to divide large documents into document parts? If so, which naming convention do you want to use for the document parts?   If automatic version number assignment for the individual processing statuses is not supported for the chosen document type, you must decide whether to assign a version number manually or have the next version number assigned automatically.   Is there a document whose basic data you can copy to your new document?   Is the document part of a complex change which you want to link to other change objects using a particular change number?   Do you want to maintain additional fields for the document?        Creating a Document Procedure 1. From the main Document management screen, choose Document _ Create. You see the Create document: Initial Screen. 2. In the Create document: Initial screen enter in the field Document document number. Note the settings for the document type. Internal or mixed number assignment may be supported for the document type. 3. Enter the document type in the Document type field. 103
  101. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 4. If required, enter the following data: o o Document Part Document Version 1. Confirm your entries. 2. There are various system checks. For example, if the version number is assigned automatically, the system checks the object link of the previous version. You can either copy these links or cancel the link function. The Basic Data screen of the document appears. 3. Enter the necessary data in the Document data tab page. 4. Save your document. Original Application File of a Document Info Record Definition Collection of related data that reports the real information about an object or product. In the are of PDM, information that defines a product is maintained in digital files. These electronic documents make up a closed data amount that can be very different:      File in graphic formats for 2D engineering and design drawings or assembly instructions  Text files for load reports or specifications  3D models  Pictures (scanned drawings, photos)  Program files  You create two document info records and two original application files. Document1: You enter a design drawing that was created with a CAD program for the document info record. You compile extensive documentation in the form of a text file using a word-processing program. Document2: You manage two different representative forms for one drawing. In the document info 104
  102. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; record you create the original application file in the original EDP format and a file in a pixel format based on the original application file. Structure The state of an original application file depends on its medium. For example, you can have the following original application files:  Original application files that are stored on paper in a filing cabinet   You can manage these original application files with the DMS and organize how they are processed. Processing the document info record directly is not possible.    Digital original application files   These original application files can be managed by DMS and processing process can be organized. They can also be directly processed from the DMS.   You start the chosen workstation application, such as Microsoft Word, directly from DMS in order to process it. You can also store special processing statuses in a secure area for later retrieval.  You can set the scope of each original application file for each workstation application. You can maintain more than one Content version for an original application file. Each content version can have one or more Additional files assigned to it. Integration The document info record contains the metadata for an original application file. They are necessary for managing and controlling processing flow of original application files. To process digital original application files, such as text files, you must set the workstation application, for example, Microsoft Word and enter the storage data. The following overview summarizes the data from the document info record that controls processing of original application files. Data Document Type Description  Sets the storage possibilities in the secure area. The following possibilities exist:  o Storage via Knowledge Provider in defined storage  105
  103. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; systems (Content Repository) o  Storage in Secure areas of DMS that are defined in Customizing of document management (SAP Database, archive, vault) Sets the number of original application files that can be entered in a document info record.  o o Workstation application Unlimited number when the document type supports storage using Knowledge Provider. Maximum two original application files (file 1 and file 2), when storage is controlled by DMS. Sets the program that is used to create and process the original application files. Many settings are possible in Customizing. You can set the working directory for processing stored original application files. Document Status The processing flow can be controlled using a Status network. The status types Original in processing (C) and CheckIn Status (O) are supported for processing original application files. Authorizations You can define authorizations for any processing functions for original application files. Processing Functions The selection function is dependent on the place where the original application file is saved. The following overview lists the most important functions for processing original application files. Where original application file is Stored Functions Local or on a file server Create Edit, Display, Print Checking an Original Application File into a Secure Storage Area 106
  104. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Secure storage area Create Edit, Display, Print Document Structures Definition A document structure is a complete and formally structured list of linked documents including their document number, document type, document part, version, and quantity. Usage Document structures help you organize complex information (documents) by creating information units. For example, you can use a document structure to manage the entire documentation on a very complex product, which consists of a text file, several technical drawings, photographs, various service manuals, and films containing operating instructions. Structure A document structure is created for a document info record.  The document structure only contains document items and text items.   You only enter certain quantity data as general item data. Only the Item relevant to engineering and Item relevant to plant maintenance item statuses are supported.  Recursive document structures are not supported. The following graphic shows a document structure.
  105. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Each document in a document structure can have a document structure (assembly) of its own. The term assembly comes originally from the context of material BOMs. In the context of document structures, this term is used to describe a set of linked documents and text items. Integration On the Basic data screen, you can recognize a document that has a document structure by the Document structure exists indicator. You can define revision levels for a document structure to reflect the different change statuses of a product. Similar documents that contain only certain different items can be grouped together to form variant document structures and assigned to a joint BOM group. You can use a document structure as an assembly more than once in different BOM categories (for example, material BOMs, equipment BOMs). You can create a where-used list to determine the BOMs and document structures in which the assembly is used.The mass change function allows you to replace an old document with a new one in several document structures or BOMs at once. Classification for Document Management Use
  106. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; The classification system allows you to use characteristics to describe documents according to criteria that you define, and to group similar documents together in classes. Integration of the classification system provides the following document search options:  Comprehensive search functions provide a powerful tool for finding documents. You can display a document by selecting matchcode ID C - Find document via class on the initial screen.   You can define extra fields for the Basic Data screen.   You can assign keywords to a document.    Prerequisites Features Multiple classification is supported for documents. This means that you can allocate a document to more than one class of a specific class type. The classification data is displayed on the screen Classification. You can classify documents in the following processing situations:  Classifying a Document in the Document Info Record   Classifying a Document in the Classification System   The following graphic shows how more than one document can be classified in different classes (for example, document 1 and 2 in class B). By assigning values to the characteristics (for example, format and material), you can describe the individual documents and separate them from one another (for example, format A0 and A5).
  107. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Engineering Change Management in Document Management Use All the objects that are affected by a change are grouped together in a change master record in the change department. For example, a BOM, routing, and a document can be affected if you change a material. The user departments make the object changes with reference to this change number (for example, BOM change, routing change). This means that a new data record is created for the objects. To create historical data records, documents are processed without reference to a change number. Document versions inform you of the different change statuses of a document. Integration into the change process is by means of the change number. The change number is entered in the basic data. You can use engineering change management to perform the following functions:  To link documents to other SAP objects (for example, material, BOM, routing) that are also affected by the change.   The valid-from date from the change master record gives a document a time reference.   110 Integration You enter a change number in the basic data in the document info record. This change number identifies  A change master record   An engineering change order    If the change number identifies an engineering change request or engineering change order, the change procedure is also determined by the internally defined system status and user status (if a user status is defined).  Prerequisites The following requirements must be met before you can enter a change number for a document:  Customizing for the Document Management System   The Change number field set must be defined for the chosen document type so that the Change number field is an optional or required field. As a result, the Valid from field is shown. You make the required settings under Document Management System Control data Define document types.    Change Master Record 
  108. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  A change master record for the change must exist in the system. For the Document object type:  o o The Object type active for change number (Act.) indicator must be selected The Object type locked for changes indicator must not be selected. You must create an object management record in the change master for the document concerned. If you set the Object management record generated indicator for documents on the Object Types screen of the change master record, you do not need to create the object management record manually. When you change the document with reference to the change number, the system creates an object management record automatically. 111 Features The change number is entered in the document info record. There is a one-to-one relationship between a change master record and its allocated document version. You cannot change the entry for the change number once you have saved it in the document info record. The following graphic shows how change numbers can be allocated to the document versions. The following functions are supported for processing documents with reference to change numbers:  Creating a Change Master Record   Making a Reservation for a Change Number   
  109. KMR Software Services Pvt Ltd  Assigning a www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; revision level  Document Distribution Areas of Usage You can use document distribution to distribute documents that are managed in the document management system (DMS) either manually or automatically. This means that you can distribute the most current document data to internal employees or external companies, for example, either simply as information, or to be processed further. Implementation Notes You can only use all functions if you are using further SAP components, such as: Document Management System (DMS) 112 SAP Business Workflow SAPoffice SAPconnect interface Computing Center Management System (Spool System) Integration You can only distribute documents that are maintained in the document management system using document distribution. All SAPoffice recipient types can also receive documents via document distribution. You can call the document distribution functions from the Document Management menu, under Environment → Document distribution. You make settings in Customizing for the Document Management System under Document distribution. Features Document distribution covers the following functions: Recipient Management You define who should receive the documents in the recipient list. Creating and Processing Distribution Orders You distribute the documents by making a distribution order. You control how the distribution takes place with a distribution type. All the distribution steps are controlled by SAP Business Workflow. Monitoring Distribution Orders The distribution steps that you make to send a document to the recipients are documented in the distribution log.
  110. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Restrictions You can distribute single documents. In the case of document structures, the lower-level documents are not distributed automatically. You can copy these documents individually to the recipient list by using the Product Structure, for example. You can only distribute the documents using a distribution order that is created either manually or by a defined event (SAP Business Workflow). You cannot distribute documents automatically just for a set period of time (for example, subscription). 113 Product Structure Browser Purpose The product structure browser displays information about your product data entered in the Product Data Management (PDM) area. This information is especially important for engineering and design as well as production. This graphical browser gives you a quick overview of product-defined data that is displayed structurally. You can navigate within a product structure and access all data that is relevant for your product. The product structure browser can also be used for executing the following tasks: You want to determine the assignments of different documents (such as 2D drawings, 3D models, reports, and assembly instructions) related to a product. You want to manage release and change statuses so that you have a well-organized plan and control of product development throughout its entire life cycle. You want to carry out business processes for different master data of a product from a central point. Integration Systems You can explode the product structure across systems. The following overview shows the destinations where data can be read: System Note Local system The standard SAP system only allows objects to be exploded in the local SAP system. RFC destinations RFC destinations can only be selected when an RFC connection is available from the system to the current SAP system. ALE destinations ALE destinations can only be selected for objects that are entered in the current SAP system with an ALE distribution
  111. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; model. The setting is made in Customizing for Basis under Distribution (ALE) → Model and Implement Business Processes → Maintain Distribution Model. Value Assignment Areas The following overview shows the enterprise area where the product data can be read or values assigned: 114 Enterprise Area SAP Objects Materials Management Material Document Management System (DMS) Document info record Engineering Change Management Change master record (ECH) Production (Master Data)  Routings  Reference operation sets Class System Characteristic Class Plant Maintenance Equipment Functional location Quality Management Inspection plans Material specification Features Calling the Product Structure Browser You can start the browser directly using: Logistics → Central Functions → Engineering→ Environment → Product Structure Browser Logistics → Central Functions → Engineering Change Management → Environment → Product Structure Browser Logistics → Central Functions → Document Management → Environment → Product Structure Browser You can start the browser while processing objects: While processing change master records: Change Master Record → Change → Environment → Product Structure Browser
  112. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; While processing document info records: Document → Change → Environment → Product Structure Browser Explosion Criteria You can specify criteria for the explosion: This ensures that the product structure is clearly displayed and that only the data you require in the current processing situation is displayed. The overview shows the criteria you can use to explode the product structure. 115 Explosion Criteria Selection date Meaning Filters In the standard system, all the data for the different object types is checked. In the standard system, the product structure is exploded on today‟s date. You can overwrite the selection date as you wish. Define filters to improve performance and limit the amount of data shown. Settings for product structure the You can display the product structure in different ways, depending on your hardware configuration. You can use the function Settings to switch between the old and the new views. Values for effectivity parameter When you have processed an object with a change master record that has a parameter effectivity set for it, the explosion occurs according to the desired effectivity conditions. By entering the parameter, you identify one concrete change status of the product that you want to explode. Display structure  product You can display the product structure and product data in the following way:  Displaying the Product Structure in the New View   Displaying the Product Structure with the Simple List Display  Processing Functions You can execute object-specific business processes from the displayed product structure. The
  113. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; change process can be integrated as a long-term process; Workflow tasks are part of short-term or temporary processes. The following overview shows you which activities you can execute in the new view. Object Processing Options 116 Change record master Copying a Change Object Using Drag and Drop Recipient list document distribution for Copying Documents Using Drag and Drop Objects from Engineering Workbench the Maintaining Objects in the Engineering Workbench Functional location and equipment Maintaining Structures from Plant Maintenance Material specification Display Object folder Using the Product Structure for Object Folders Original application Displaying Original Application File with a Viewer file of a document info record Conversion Purpose You can optimize the product setup and development process by means of methods from Digital Mock-Up (DMU) or Virtual Product Development Management (VPDM). All members participating in the design process have common, regulated access to the product‟s geometry and topology and can even display the product digitally in the development stages. The standard SAP system‟s SAP Graphical User Interface (SAP GUI) now has a viewer from Engineering Animation, Inc. (EAI) that allows you to view your products in the Product Lifecycle
  114. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Management (PLM) area. This integrated viewer as well as other visualization programs can only display product information in certain file formats. For this reason it is necessary that you are able to convert the source file into a file format that can be displayed by the available software. You create a drawing (file type *.model) in the CATIA system that you want to display in the product structure. The viewer cannot display the CATIA format directly. In this case, it is necessary to convert the file to a format in either 2D (for example *.jpg) or 3D (for example *.jt) that can be displayed by the viewer. The following release allows the use of conversion interface functions of Digital Mock-Up Viewing. Integration You need the conversion server where the actual conversion takes place. Install the converter and communication programs on this server. The SAP system communicates with the conversion server via an RFC connection. You must enter RFC destinations. Use Customizing for conversions to specify which original application files are converted at which processing statuses. The following graphic shows the integration. The integration is done in the following steps:
  115. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 118 Installing the Converter One or more converters needs to be installed for the conversion process. The selection of converters is based on which conversions are necessary and which type of files you want to display. Definition of an RFC destination RFC (Remote Function Call) is an SAP interface protocol that sets up communication between the converter and the SAP system. Notes on the definition of RFC destinations can be found under Programs for Communication . Customizing for Conversions The conversion interface controls conversions of original application files and document info records in the standard SAP system. You can specify in the SAP system which processing status triggers an automatic conversion. The conversion specification contains all notes, indications, and details for the conversion. It is created in Customizing for Conversions. SAP help programs take care of the actual data transfer to the converter. Features The current conversion interface allows original application files and assemblies to be converted. The following overview contains the phases of the conversion processes. Conversion Phase Process Flow Start You can start the conversion in two ways: Document: Converting Documents (Automatic Start) Converting Documents (Manual Start) Assembly: Convert Assembly Preparation conversion for Beginning background preparations The conversion process is started as a background job. This allows the user who started the conversion to continue working. The user does not need to wait for the conversion to finish. You can also set up the conversion to run only at night (see: Customizing for Conversions). Finding a free conversion server The system checks which conversion server is available for the conversion and determines where the SAP help programs communicate with the conversion program. The system creates a temporary directory on the conversion server where the original application files are stored. 119
  116. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Original application files that you want to convert Converted original application files that you want to transfer to the SAP system. Messages in the application log Since the conversion process is not a dialog process, you do not see any dialog messages during the conversion. Message logs in the application log tell you what happened during the conversion (Display Messages). The scope of the output messages is determined in Customizing for Conversions. You decide in what time frame the logs are deleted manually or automatically. Conversion on the Conversion server The conversion of original application files is done using a converter that you installed to meet your needs. You can set up a time period for the converter in Customizing for Conversions and specify certain parameter values if necessary. The selection and syntax of these parameters are dependent on the converter. Import of converted After conversion, the original application files are saved in the original application temporary working directory. The converted original files to storage application files are transported to the SAP system by means systems of SAP help programs. The transport is done to the storage category that was entered in the conversion specification. You define in the conversion specification in which processing situations the converted original application files are deleted from the temporary working directory. You can specify, for example, that the files are deleted once they have been converted correctly but converted original application files with errors are left intact. Result A visual result appears where the system displays a list of the original application files for the document info record. The converted original application files are added to the originals in the source format automatically. You can display all file formats from the tab page Original Application Files. If the integrated viewer in the SAP system supports the converted format, then you can display the original application file with the viewer. 120
  117. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; SAP Easy Document Management Purpose The quality of documentation and availability of information are becoming increasingly important. SAP Easy Document Management supports you by letting you use the extensive functions of SAP Easy Document Management without having detailed knowledge of SAP Document Management. You can create public and private folders, which are documents in SAP document management, in hierarchical structures, and then save your files there. Integration By using SAP document management you can achieve the following: Linking document management with computer-aided development and production systems prevents redundant data retention and inconsistency, and reduces the effort put into entering data and keeping it up-to-date. The vast amount of information can only become a profit-making production factor if the data is exchanged quickly and safely. You can access your data directly using electronic search tools, or find documents using known parameters. It is also possible to find and display documents (original application files) on the Internet or an intranet. By reducing the access time and the amount of work required for routine activities, significant cost-reduction can be achieved. With Document Distribution, you can distribute documents that are managed using SAP document management manually or automatically depending on the processes you use in your company. By doing this you can ensure that the employees or the external partners responsible get up-to-date document data immediately for information or editing. As well as the exchange of data, new, stricter product liability laws are meaning that the archiving of documents during the life cycle of a product is becoming increasingly significant. The quality of a product encompasses the production process and the whole organizational environment, as well as the product itself. A company that wishes to be certified for quality management (ISO standards 9000 to 9006) can only meet strict quality requirements by using high-performance document management functions. SAP document management is more than equal to these complex requirements. It does more than just manage, it also coordinates. It allows you to automate the entire life cycle of a document, from document creation to document storage, from access to update. Each document can be accessed immediately from any computer in the network. Work with SAP Easy Document Management Purpose SAP Easy Document Management displays the hierarchical structure of your documents and folders in your SAP document management system in the style of Microsoft Windows Explorer. 121
  118. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Integration Microsoft Windows Explorer, which you use to call SAP Easy Document Management, displays the folder structure as a tree structure on the left-hand side, and the contents of the folder as a list on the right-hand side. ● The tree structure contains the private folder, public folder, and the search result folder, as well as any subfolders, or links to subfolders. ● The list view displays one line of each document or one line for each file if the document has more than one file The list may be structured as follows: document description, file name, document type, status, version, and so on. You can change the layout of this list using display layouts Features In SAP Easy Document Management you can perform the following functions: ● ● ● ● ● ● ● ● ● ● Copy, move, rename, and delete documents and folders, also using drag and drop Edit and manage private and public document structures and documents Check in, save, and check out documents directly in a Microsoft Office application (Save As) and edit them. (SAP Easy Document Management supports all Microsoft Office applications.) Open documents that are in an SAP Easy Document Management folder directly in a Microsoft Office application The system checks out a document when you open it ( ). Edit documents offline Send documents Find documents and create a results list Edit classification data Create object links Define a display layout and display filter for documents Every change that you make in SAP Easy Document Management is simultaneously copied to SAP document management. SAP document management also controls the check-in of the original application files. Files that you delete in SAP Easy Document Management are also deleted in SAP document management. You can access the documentation for SAP Easy Document Management by choosing the icon. 122
  119. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Work with Documents and Folders SAP Easy Document Management SAP Easy Document Management offers you the following functions for processing and managing your documents and folders: Function Prerequisites Save existing The file is in a local or in SAP central directory. files Easy Document Management Alternative Procedure 1. Copy (CTRL C) & paste (CTRL V). CTRL + SHIFT C creates a link. Drag and drop between two Microsoft Windows Explorer windows 2. Choose Save As in the workstation application The system requests the document data, then copies the file to the selected folder, and automatically checks it in into the central storage area . 3. In the context menu of a folder or file Cut Copy Paste Paste as link 123
  120. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Work with The documents are Public documents in stored in the public and Folder Private Or private folders Folder. 1. Double-click the appropriate file in the folder. 2. Select file, then choose (SAP Properties) or Display File ( ) or Edit File ( ) or Delete File ( ) The system copies the file to the local storage area, and starts the corresponding workstation application ( means that the file is checked out for processing). 3. In the context menu of a folder by using Display File or Edit File or Delete Document or Delete File. 4. Under (SAP Properties) in Originals with ( ) check in originals (files) again ( ). 5. Print originals by choosing . The system checks out the file and prints it on the standard printer. 6. In a workstation application such as Microsoft Word, choose File → Open, and branch to SAP Easy Document Management and the private or public folders. The system displays only the documents that match the selected workstation application. The system copies the file to the local storage area and starts the corresponding workstation application ( ). Create new None documents and folders See Create Documents and Folders Create a new Different document See Create Documents and Folders version of a versions already exist document 124
  121. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Find documents None See Find Documents Copy documents and folders as a URL You have implemented the Z_EASYDMS_GETURL function module. For more information, see the Installation Guide for SAP Easy Document Management under Function Modules in SAP Easy Document Management. Copies a folder or document by generating a URL. You can execute the function by choosing Copy As URL from the context menu for a document or folder. Check in The files are in a local multiple files or central directory. from a local folder to SAP Easy Document Management at the same time See Simultaneous Check-In of Multiple Files Enhanced Microsoft Windows Explorer SAP Easy Document Management enhances the Microsoft Windows Explorer with the corresponding SAP functionality. The following table describes both the functions of Microsoft Windows Explorer, and those of SAP Easy Document Management. Function Description Connect to SAP system See Starting SAP Easy Document Management Log off from SAP system See Starting SAP Easy Document Management 125
  122. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; If the public folder has not yet been created, SAP Easy Document Management gives you a list of the document types that have been maintained in Customizing for SAP Document Management when you first log on. You can choose a document type, which is then used for all further folders, from this list. Create public folder The system creates the public folder with the document type you selected, the document number EDIPUBLICROOTFOLDER, and the description Public Documents. All other fields are set with default values, but you can change these. If there is no private folder, SAP Easy Document Management creates this folder when you log on for the first time, with the User Name as the document number and a description of your choice. Create private folder SAP Easy Document Management searches for the Private Folder by the document number (user name) as well as the document type. Display folder structure and documents Branch to SAP management See Displaying Documents document Data that you change in SAP document management is copied to SAP Easy Document Management: the BAPIs for SAP document management are called via the RFC interface. Display/change with GUI SAP See Processing with SAP GUI Save Microsoft Outlook e- You can save e-mails either directly in Microsoft Outlook by SAP Easy using File → Save As or by drag and drop. mails in Document Management SAP properties See SAP Properties Delete document See Deleting Documents and Folders Delete folder See Deleting Documents and Folders Automatic check-in See Automatic Check-In of Changed Files 126
  123. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Create document See Create Documents and Folders Change status See Status Management Cut, copy, paste, paste as See Drag and Drop link Define display filter See Work with Filters Find in structure See Find Documents Synchronize folder See Synchronization of Folders Display file See Processing Files File properties SAP Easy Document Management checks out the file and provides a dialog for changing the file properties. For example, you can change the following properties: General settings, such as the workstation application for displaying the file Security settings Default settings, such as name and type Process file See Processing Files Check in files See Create Documents and Folders Check in all checked-out files See Check-In of All Checked-Out Files Rename file SAP Easy Document Management provides a dialog for changing a file name. Delete file See Work with Documents and Folders Send file SAP Easy Document Management adds the file to an e-mail as an attachment. Create new version See Create Documents and Folders Update local file SAP Easy Document Management checks out the file for processing. 127
  124. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; CAD Desktop (CA-CAD) Purpose CAD desktop is a user interface for CAD integration, allowing you to edit document-based structures using a CAD interface, both in the CAD system and from the SAP system. Access to CAD desktop is through direct integration, which communicates with CAD desktop using Remote Function Call (RFC). You can activate SAP functions directly from the CAD system. For example, you can create and edit document-based structures directly from the CAD system. The system uses a fully configurable user interface to display CAD structures in CAD desktop. You can manage and display a wide variety of document information stored in the SAP system, such as person responsible, status, and material links, in the form of display variants. CAD desktop supports a range of CAD systems, for example: Pro/ENGINEER CATIA Inventor AutoCAD SolidEdge SolidWorks Partner companies develop the corresponding interfaces. Support for concurrent engineering and versioning enables the simultaneous processing, for example, of an assembly by several users, where you can save the different processing statuses in the system. Integration Linking a CAD system and CAD desktop in the SAP system enables you to manage all components designed in the CAD system. This has the following advantages:  Access to CAD objects is coordinated by versioning and status management in such a way that simultaneous work by multiple users (concurrent engineering) for example, on an assembly, is possible without inconsistency, and loss of data.    Checking mechanisms prevent inconsistent data and offer possible solutions in case of conflict.    You can use CAD desktop to load original application files that belong together from the SAP system to the CAD system, where you can process or display them directly, and so avoid redundant workflows.    All authorized users have access to the CAD objects (originals) stored in a central secure storage area, and can therefore follow the development process, or make changes themselves. This enables you to reduce redundant work steps.  128
  125. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Features You can work with CAD desktop in views. The SAP side and the CAD side are represented separately, so that you can get an overview of both the document-based structures and the originals that belong to them. Comprehensive display and processing functions, which are adapted to the objects, support the efficient handling of documents and the related originals in each view. The following views are available in CAD desktop: SAP View CAD View CAD Worklist CAD Working Directory Document List In CAD desktop, as standard, the following lines are displayed above these views: Working directory Change number If necessary, you can hide these lines by using the Business Add-In (BAdI) CDESK_TBM_ADDIN with method ADD_NEW_FUNCTIONS. Additional functions can be set up using parameters in Customizing. For more information, see Customizing for CAD Desktop (CA-CAD) under CAD Desktop and Business Add-Ins (BAdIs). Working with the CAD Desktop: Example Scenario Purpose The following process describes a possible scenario for working with CAD desktop in combination with a CAD system. The starting point is multiple users processing a CAD object in CAD desktop These sample processes demonstrate how you can process CAD objects, and manage user-specific changes effectively. This process is worth using when multiple users are working on the same CAD object (such as a part or an assembly). In this process the SAP system ensures consistent datasets and reduced idle time by using status management, and a range of checking mechanisms Process Flow  User 1 creates a new assembly with two parts in the CAD system.  129
  126. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  For the assembly and the two parts, user 1 creates document info records directly from the CAD system via the SAP integration.    With the SAP interface user 1 goes from CAD desktop to the SAP system, namely in the CAD view.    User 1 checks in the document info record to Knowledge Provider, and changes the status (Originals → Check In and Change Status), so that other users can edit the assembly.    User 2 checks out the assembly and part 1 for display (Originals → Display), and part 2 for changing (Originals → Edit) from the Knowledge Provider. The user changes part 2 and checks in the drawing into the Knowledge Provider.    User 2 has the following alternatives for the check-in of part 2:   Originals → Check In Original; user 1 automatically gets the changed file on the next loading.     Create → Create New Version; the old version of part 2 stays in the assembly, but an indicator appears ( – amber traffic light) to show that a newer version exists.    Replace → Copy and Replace; a new document is created that has no connection to the previous one. Thus part 2 can be used as a template for a new component. For more information, see SAP Note 795936.    If user 1 is working simultaneously on the assembly, then the system displays a conflict, as a file was changed without change authorization. In this case, user 1 must first check out the object before making any changes, and then check it in (possibly as a new version).  Result Users 1 and 2 have processed the same CAD object. The following alternatives are possible:      Different versions of part 2 come into existence in the same document info record (with Create New Version).  A new document info record exists for part 2 (with Copy and Replace).  User 2 overwrites the original drawing, and only one version of part 2 exists (with Check In Original).  Views in CAD Desktop Use You call CAD desktop from a CAD system using SAP PLM direct integration. CAD desktop enables you to conveniently manage components engineered in the CAD system from the SAP system. To do this you can choose from the following views: SAP View CAD View CAD Worklist CAD Working Directory Document List
  127. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; A wide range of processing functions simplifies the handling of document info records and also ensures, for example, the simultaneous processing of an assembly by multiple users. Processing of Document Info Records and Originals Use CAD desktop enables you to process document info records and CAD objects in different views, with the option of navigating to document management and the CAD system. Versioning ensures that no information is lost during simultaneous processing by multiple users. Status management ensures adherence to predefined processing sequences. Integration You use document management (CA-DMS) with CAD desktop. Prerequisites To be able to use CAD desktop‟s features to the full, the following settings are required in Customizing: ● ● ● You have defined document types. You have defined a status network. You have defined storage systems. Features The central functions of CAD desktop are the check-in and check-out of document info records into or out of the secure storage area. Check-in means that you copy a document info record with changes to the CAD model from your local working directory into the secure storage area. You can check in originals in the CAD view only. You use check in original to do this. Check-out means that you place a copy of a document info record from the secure storage area in your local working directory, where you can then process it further. You can check out originals in the SAP view or in the document list, using Display/Edit Original. On the basis of these functions, you can perform the following functions: Creation of Master Data in CAD Desktop Use
  128. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; You can create master data in the CAD system or in CAD desktop. You can edit the following master data in the different views: Activity View Create record document info CAD view, CAD worklist, check-in assistant Delete record document info All views Create material record master CAD view, CAD worklist If you do not need data from the CAD system, in other words, in Customizing you have not set access to the CAD system, for example, using variables, then this function is also active in the usual views. Mark material link (see CAD view, worklist Creation of a Material If you do not need data from the CAD system, in Master Record in CAD other words, in Customizing you have not set 132
  129. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Desktop) access to the CAD system, for example, using variables, then this function is also active in the usual views. Assign (see CAD view, worklist material Creation of a Material Master Record in CAD Desktop) If you do not need data from the CAD system, in other words, in Customizing you have not set access to the CAD system, for example, using variables, then this function is also active in the usual views. Create material BOM SAP view for each document info record. Display change number All views Change change number All views Create change number All views Assign change number All views Implementation of CAD Desktop Use CAD desktop is called using RFC functions. The caller or calling CAD system must implement defined callback functions that provide grouped local files to CAD desktop. The callback functions ensure that actions in CAD desktop (in particular check-in and check-out) can be executed without any problems. The following types of callback functions exist: Refresh callback function Makes data available from the CAD system (files currently loaded, file structure of the current model, content of the CAD working directory) Action callback function Provides information to the CAD connection about the execution of particular functions (for example, check in original, versioning, and copying), so that the CAD system can react accordingly. Sometimes the callback functions also have to provide important information, such as new file names. You can find the source code for CAD desktop in package CDESK.
  130. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Prerequisites The following prerequisites are currently required for operating CAD desktop (for updates, see SAP Note 606491):      SAP release 4.6B, 4.6C, 4.70 extension set 1.1 or 2.0, my SAP ERP 2004 or 2005   SAP Notes (depending on the Support Package status): see SAP Note 606491   Appropriate Customizing of SAP document management (CA-DMS), and a KPro content server (FTP vault is not supported)   SAPGUI 4.6D or higher (with Unix: SAP GUI for Java 4.6D r20 or higher)   Appropriate CAD implementation that communicates with CAD desktop using RFC, and in particular implements the callback functions correctly (see Callback Functions )  Collaboration Folders (cFolders) Use You use the different cFolders functions to edit collaborations, areas (both public areas and work areas), folders, and folder objects (documents, data sheets, materials, bills of material, generic objects, discussions, bookmarks, and texts) in cFolders. Functions in the stricter sense are those functions that are available when you enter cFolders in the overview tree (on the left) under Functions. These functions are available across all collaborations. Functions in the broader sense are all those functions that can be called and executed from within collaborations. Features Functions in the Stricter Sense: Competitive Scenarios Collaborative Scenarios Standards Meetings Received Notifications Sent Notifications Status Management Search (Global Search Request) User Groups User Administration Network Administration cFolders Administration File Storage About cFolders (metadata for the current cFolders system)
  131. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Functions in the Broader Sense: Integration of MS Windows File Explorer in SAP cProject Suite File storage (object-specific) Distributed file servers Plug-In for processing files 135 Table filter Thumbnails Alias names Archiving Meetings (object-specific) Notifications (object-specific) Search functions (in addition to the global search request, the quick search) Subscriptions External references Shopping cart Templates Status management (object-specific) cFolders back-end integration cFolders Application Programming Interface Design Collaboration with cFolders Purpose Design Collaboration with cFoldersbrings together all business partners who are participating in a collaboration – starting with the collaboration owner and his or her engineering and design partners, via suppliers and manufacturers, to sales partners and customers. Design Collaboration with cFolders provides the web-based cooperation platform Collaboration Folders (cFolders) in mySAP PLMwhich enables all collaboration participants to work together in virtual teams in both cooperative and competitive situations, regardless of where they are. Collaboration data structured in a hierarchy gives the user a quick overview of the collaboration. Different cFolders functions (for example, notifications, status management), the integrated WebEx conference tool, and SAP Back-End Integration for documents and product structures lead to an enhanced and accelerated exchange of information and communication flow. Using generic objects (that is, objects that can be used to map customer-specific business objects in a cFolders collaboration) facilitates cooperation for subjects that cannot simply be handled by document management or the exchange of product structure information. The integration of cFolders as a virtual drive with the Microsoft Windows File Explorer allows data to be saved in cFolders straight from PC programs that are based on Microsoft Windows. The (optional) integration in Collaboration with SAP NetWeaver allows access to data in cFolders via Knowledge Management (KM) and the SAP Collaboration Room. In this integration scenario,
  132. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Collaboration with SAP NetWeaver assumes the role of a horizontal collaboration solution focusing on cross-departmental cooperation within an enterprise and cFolders assumes the role of a vertical collaboration solution for cooperation between enterprises in product development with external partners. The most significant advantages of Design Collaboration with cFoldersare: Simplified engineering cooperation between internal and external team members no matter where they are located around the globe. Direct access to collaboration data that is always up-to-date. Improved and faster exchange of information and communication flow between all persons participating in a collaboration. Reduced unproductive time (less meetings and business trips), engineering errors (improved communication), and expenses (lower travel costs). Increased capacity due to a faster time to market (shorter design cycles, less redesign) Prerequisites cFolders is part of the SAP cProject Suite 3.10 add-on. You can use cFolders as an independent application without any other (SAP or non-SAP) systems. In this case, you access the application via your internet browser (Microsoft Internet Explorer, version 5.01 or higher), and do not need access to any additional systems. To be able to exchange documents and product structures between your cFolders system and an SAP back-end system, you also need the document management function (DMS – this corresponds to the SAP CA-DMS application component and is part of mySAP PLM and mySAP ERP) and the mySAP PLM Quality Management product structure browser. You can also trigger cFolders processes from the Collaboration Projects(cProjects) scenario and the SAP Bidding Engine 2.00 (part of mySAP SRM 3.00). Customers who want to use an enhanced WebEx meeting function need a separate WebEx user license depending on how frequently they want to use it. Process Flow
  133. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; The process above is a concrete example of the user roles collaboration participants can have and the (sequence of) steps they can perform. 1. The collaboration owner sets up a collaboration for a new piece of development. a. The collaboration owner creates a structure with work areas, folders, subfolders, and folder objects (in particular with documents and data sheets). 2. The collaboration owner exports the necessary documents, bills of material, or materials from the PLM back-end system (this is normally an SAP back-end system) to cFolders (optional). a. The collaboration owner assigns the exported objects to the appropriate cFolders objects. 3. The collaboration owner assigns partners and provides them with the specifications. a. The collaboration owner assigns design partners to the collaboration. b. The collaboration owner creates authorizations for the design partners in accordance with the access rights defined for them and provides them with the specifications (for example, gives the design partners read authorization for the folder that contains the specification document). c. The collaboration owner sends notifications to the partners. 4. The first design partner sets up a design proposal in cFolders. a. The first design partner draws up the required assembly according to the specifications. b. The first design partner sets the design proposal up in a specified folder for which he or she has at least write authorization. 5. The collaboration owner subscribes to the folder with the design proposal. 6. A second design partner sets up a design proposal in cFolders. a. The second design partner draws up the required subassembly according to the specifications. b. The second design partner sets the design proposal up in a specified folder for which he or she has at least write authorization. 7. The collaboration owner initiates (using the WebEx conference tool) an online conference with the design partners and provides feedback. a. The collaboration owner creates a meeting with the partners and informs them about this via (e-mail) notifications. b. The collaboration owner starts the meeting. c. The design partners participate in the meeting. 139 d. The collaboration owner gives the partners feedback.
  134. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; e. During the online conference, the collaboration owner uses the integrated redlining function (ECL Viewer) to add comments to the relevant document electronically. The design partners can see these comments straight away. 8. The first design partner creates a new version of his or her design proposal. a. The first design partner adapts the design proposal in line with the feedback. b. The first design partner sets the changed design proposal up as a new version in cFolders. 9. The collaboration owner receives the changes automatically in a notification because he or she has subscribed to the relevant partner folder, and also sends notifications. a. The collaboration owner receives the new version automatically because he or she has subscribed to the folder with the design proposal. b. The collaboration owner checks this new version. c. The collaboration owner sends a notification to the second design partner. 10. The second design partner receives the notification and makes the necessary changes to the subassembly. 11. a. The second design partner reads the received notification. b. The second design partner adapts the subassembly in line with the changes made to the assembly (of the first design partner). c. The second design partner sets the changed design proposal up for the subassembly in cFolders. The collaboration owner releases the documents for further editing. a. The collaboration owner releases the specifications and drawings for further editing. b. The collaboration owner imports the important documents, bills of materials, and materials from cFolders to the PLM back-end system (optional). Result The Web cooperation between the collaboration owner and design partners comes to a successful end. The system archives all important objects (documents, BOMs, and materials) in the PLM backend system. 140
  135. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Purpose cFolders supports the following business scenarios: Collaborative scenario Competitive scenario Collaborative Scenario The collaborative scenario is a business scenario that is non-competitive. This scenario supports collaboration between team members and partners in the creation and management of team projects (collaborations), in particular in the areas of engineering and development. The only working environment in the collaborative scenario is the Public Area. Certain cFolders features are only available in one of the scenarios. These functions are indicated as such in the cFolders documentation. Competitive Scenario The competitive scenario is a competitive business scenario. For example, the scenario supports the following processes: Publication of project specifications in the World Wide Web, in particular, documentation from the area of engineering and design. Creation of bid invitations. Evaluation of the bids received, for example, from suppliers. In the competitive scenario, the working environment Work Area exists, in addition to the Public Area. Certain cFolders features are only available in one of the scenarios. These functions are indicated as such in the cFolders documentation. Standards Purpose Standards enables you to store and manage folder objects used by default in separate collaborations. In practice, a folder object of this kind could be, for example, the “General Terms and Conditions” document that you regularly append to another object, for example, the categorized document “Contract” as a link. Prerequisites To display and use Standards, choose Settings in the menu and set the Standards indicator on the General tab page. Process Flow You can create, change, delete, and archive collaborations in Standards These collaborations mostly behave in the same way as those in collaborative scenarios, except for one difference: You can link objects that you created in any of the collaborations in cFolders (or imported from the back-end system) to another object in a Standards collaboration. Therefore, objects that you want to link to
  136. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; each other no longer have to be in the same work area. The target object of a link can then either be in Standards or in the same work area as the source object. The following objects can be linked to other objects: Materials Bills of materials Items Categorized documents Generic objects You can link these objects to all folder objects (in Standards): Documents Discussions Data sheets Bookmarks Materials Bills of materials Texts Generic objects However, you cannot link these objects to a folder itself. If you want to link objects in Standards and choose them from the search help, enter one or more search items, choose Search in: Standards and Current Work Area from the list in the dropdown box and then New Selection. To create the link, select the required object in the Select Documents list and choose Select. Collaboration Projects (cProjects) Purpose Collaboration Projects (cProjects) is a cross-industry tool you use to plan and monitor development and consultant projects from start to finish. cProjects supports the following processes: Project Planning with cProjects Project Execution with cProjects Project Accounting with cProjects Resource and Time Management with cProjects For more information about cProjects analyseswith BI Content, see SAP Library for SAP NetWeaver under SAP NetWeaver Library → SAP NetWeaver by Key Capability→
  137. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Information Integration by Key Capability → BI Content → Product Lifecycle Management → BW: cProjects. Project Planning with cProjects Purpose You can use this business process to plan and structure a project. Using project management methods gives you a better overview of the activities to be carried out and the effect they have on the schedule. Moreover, project planning helps you to estimate the amount of work required to carry out the project. Prerequisites You have defined project templates.   A project can either be initiated by the project lead alone or it can be initiated as the result of a number of predefined business processes that come together to form a project. Possible business processes that trigger a project are:  _ Opportunity (SAP CRM) (see Opportunity Management)   _ Concept (SAP xPD) (see Idea and Concept Management)   _ Project proposal (SAP xRPM) (see Resource and Portfolio Management)  Process Flow 4. 5. 1. Create project (cProject Suite) As a rule, a number of project types exist in an enterprise and a number of different project templates are assigned to these. Project templates are used to introduce and establish standards for projects throughout the enterprise. They may already contain project roles with their qualifications profiles. Project templates speed up project planning for the project lead. When you create a project, you normally choose a project type and a project template. However, you can also create a project without a project template. 2. Define or adapt project structure (cProject Suite) You structure the project as a hierarchy using the following project elements:  _ Project definition   _ Phases  _ Tasks  _ Checklists  _ Checklist items  Phases are typically arranged in a sequence. They contain tasks that are to be completed in this phase. To give the project a better structure, you can divide the tasks into subtasks. Crossphase tasks can also be created directly below the project definition.
  138. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 6. You enter persons responsible for the project elements. If persons were stored for the assigned project role, you can select the person or persons responsible from the list of these persons. You then assign authorizations to these persons or change their authorizations. Finally, you schedule the work required for each task. 3. Set up project schedule (cProject Suite) You enter dates for each project element in the project structure:     _ As a rule, a phase must be completed before the next one can begin. However, you can release tasks in the subsequent phase before the official approval if you do it manually. The duration of each phase defines the start of the phase that follows it, following on from the project start date.   _ Each of the tasks below the phases has a certain duration and is linked to other tasks by relationships. The linked tasks can also be in other phases.  Relationships affect the dates calculated for each task.   _ Scheduling can take place top-down or bottom-up: Therefore, each date acts as a limit for the project elements below it. There are different types of limits.  146 7. You can also schedule the dates in a GANTT chart. 4. Assign documents (optional) (cProject Suite and SAP ERP) 8. You can assign documents or document templates of any kind to the individual project elements. In the planning phase, you specify, for example, which documents have to be created in the project, or you use documents to make requirements for carrying out individual tasks. 5. Assign checklists (cProject Suite) You assign one or more checklists to each phase. Checklists describe the goals that are to be achieved in a phase. You also have the option of setting the Relevant to Approval indicator for a checklist item, if the item has to be finished in order for the phase to be approved. 9. You can map cross-phase items or problems by creating checklists directly below the project definition. You assign persons responsible to each checklist and checklist item and specify authorizations. 6. Export project (optional) (cProject Suite and Microsoft Project) During project planning, it may be necessary to export the project. Possible reasons for this are:  _ You want to send the project to an external partner who does not have access to cProjects.    _ You want to be able to process the project when traveling, without a connection to the company network.  You can generate a neutral XML format from the project or export the project to Microsoft Project. You can then import the project later on and reconcile it with the project in the system.
  139. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 10. 7. Structure project in subprojects (optional) (cProject Suite) You can plan larger tasks in a separate subproject. To do this, you link a task to a separate project, for which another employee is subproject lead. The projects are coordinated by means of their dates only, which are dependent on each other. If a date is brought forward or postponed, an automatic notification is initiated. 11. 8. Link business objects to project (optional) (cProject Suite, SAP ERP, and SAP CRM) When you plan a project, you can create links to existing business objects in other systems, for example, to a network or a sales order in mySAP ERP or to an opportunity in SAP CRM. These links provide all project participants with a simple means of accessing information in other systems or displaying data directly in cProjects. 12. 9. Create initial project version (optional) (cProject Suite) Once you have completed the planning, you create a snapshot to document the original planning status. 147 Result Once you have carried out this process, you have a project structure with dates, planned work, and persons responsible. You can staff the project with suitable employees from your enterprise in the Resource and Time Management with cProjects process. Furthermore, you can plan costs in the Project Accounting with cProjects process, to assess the economic and financial consequences of the project. Project Execution with cProjects Purpose You can use this business process to carry out a planned project. You can monitor and control how the project is executed using a number of different mechanisms. Using project management methods, such as a phase-by-phase process with defined transitions and approvals as well as clearly documented tasks and responsibilities gives you a better overview of the activities to be carried out and the effect they have on the schedule. Moreover, this process helps you react quickly to any variances from the project plan. For example, if defined threshold values are violated, alerts can automatically be sent to the persons responsible. In addition, efficient reporting means that it is possible to check the current status of the project at any time. Prerequisites You have completed the following processes:
  140. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Project Planning with cProjects Resource and Time Management with cProjects Process Flow 13. 1. Release project (cProject Suite) You release the project. In doing this, you also automatically release the first phase and all lower-level project elements, as far as this is possible. A clearly laid out and personalizable worklist that already contains essential key figures helps you to find, select, and access your existing projects. 14. 2. Create and assign documents (optional) (cProject Suite and SAP ERP) You can assign documents of any kind to the individual project elements. During project execution, project members assign new documents to the project elements. The project members can select documents from a series of document templates. This speeds up the work. The assigned documents are processed during the course of the project and can be made into versions, as required. Documents are either checked straight in to the system or are created and checked in to SAP ERP document management. This depends on the system settings and available system landscape. 15. 3. Organize collaboration with partners (optional) (cProject Suite) If it becomes necessary to interact with external partners during the course of the project, you can use integration with Collaboration Folders (cFolders): You create a collaboration from a project element and transfer some or all of the documents that are assigned to the project element to the collaboration. External partners who do not usually have a user in cProjects due to security reasons, have access to this collaboration. The documents are then processed further in the collaboration. Once you have finished processing the documents in cFolders, you can transfer them back to the project element. If you are using the SAP Enterprise Portal, you can also create a collaboration room for each project element. This enables you to communicate with internal project participants and interested parties or share documents with them. 16. 4. Create and send project status reports (optional) (cProject Suite) You create project status reports at regular intervals to keep project participants and interested parties informed about the status of a project. You can choose from several different forms and enter your comments in the report. Each individual project status report is created as a document, checked in to the project, and can be sent straight away, if necessary. You can also attach other related documents to the project status reports. 17. 5. Evaluate project status (optional) (cProject Suite, SAP BW, SAP ERP, and SAP xRPM) Reports enable you to keep yourself up-to-date about the status of the project at any time. Reports are available for this purpose in cProjects, for example, for the following project areas:
  141. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  _ Costs and budget for a project  151 _ Dates and resources for a project  Business Content in the SAP Business Information Warehouse (SAP BW) is available for crossproject reporting and graphical evaluations. You can also upload project data to xRPM to carry out portfolio analyses and set your priorities there. 18. 6. Simulate alternative processes in project (cProject Suite) If complex changes need to be made at any time in a project, you can test these changes in a simulation first, without changing the operational project. If you are satisfied with the result of the simulation, you can transfer the changes to the current project. 19. 7. Receive alerts about unforeseen events (optional) (cProject Suite) Alerts inform project members straight away about problems that occur. You can define the alerts and they can be transmitted, for example, by e-mail, pager, or text message. For example, an alert notification can automatically be sent to the person responsible on the planned finish date for a task. 20. 8. Process checklist items and tasks (cProject Suite) Each phase contains a number of checklist items to work through. The system displays all checklist items for which you in your role are responsible, in a cross-project initial view. Once a checklist item has been finished, the person responsible sets the result of the item to OK, which indicates that the expected result has been achieved. Results can be stored in the form of documents attached to the checklist item or by defining object links. If problems occur, you can
  142. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; set a suitable status, trigger an alert, or use the object link to create a quality notification straight away in SAP ERP. Each phase usually also contains tasks to be completed. The system displays all tasks for which you in your role are responsible, in a cross-project initial view. You confirm times and the percentage complete for your tasks. In SAP Travel Management, you can also enter projectrelated travel expenses for individual tasks. 21. 9. Approve phase (cProject Suite) Once you have worked through all the checklist items relevant to the approval, you can start the approval process for a phase. To do this, you create an approval document that contains all the information that is relevant to the elements of a phase. The decision makers you defined and selected beforehand by their project role analyze the document and the project results and grant or reject their individual approval. You confirm their decision by an electronic signature. If all decision makers give their approval, the phase is approved. The subsequent phase is released automatically depending on the system settings. 22. 10. Complete and close project (cProject Suite) Once the last phase has been approved, you complete the project. Before you close the project, you must ensure that all outstanding confirmations are in the project. Finally, you also have to 152 close and settle the objects that were created in Accounting using the Project Accounting with cProjects process. Result The closed project is still available for final examinations and evaluations and can, for example, be used to adapt the existing project templates with regards to continuous improvements by creating a new project template from the completed project. Project Accounting with cProjects Purpose You can use this business process to plan, budget, and monitor the costs and revenues of a project. cProjects provides a convenient accounting integration function via single-object controlling in SAP CO. You can create one or more cost collectors (CO internal order) for each project or assign your project elements in cProjects to the WBS elements in a project structure (SAP ERP). The costs and revenues of your project are then posted to the WBS elements. Project accounting fulfills different purposes in the different phases of a project: It helps you calculate the level of costs and the expected revenues when planning a project. Once the costs have been approved, it forms the basis for allocating the budget. During project execution, you use it to monitor and check variances in the costs. Prerequisites You have carried out the Project Planning with cProjects process and the planning section of the
  143. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Resource and Time Management with cProjects process. 153 Process Flow ... 23. 1. Define cost and revenue rates (cProject Suite) You can specify cost and revenue rates for the roles involved, to serve as a basis for project costing. 24. 2. Carry out costing for project (cProject Suite and SAP ERP) 154
  144. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Project costing is based on the cost and revenue rates and is carried out for each project role. If the project role has already been staffed by a person, project costing is carried out per person. Project costing provides you with an estimate of the costs and revenues based on the capacities planned for the project. 25. 3. Create and assign cost collector (cProject Suite and SAP ERP) You decide which objects you want to carry out your project accounting for and to which level of detail you want to do this. You do this for each project type. You can link different project elements (project definition, phases, and tasks) to a single WBS element from the project structure of the project system (SAP ERP), or you can assign the project elements to different internal orders (multilevel controlling). You have the following options: 1. a. You create a WBS structure manually for your cProjects project. The structure does not have to be identical to the cProjects project. You then assign one or more project elements to each WBS element as cost objects. Alternatively, the assignment can be based on the project roles. 2. b. The system automatically creates a WBS structure identical to the cProjects project in the project system (SAP ERP) and the WBS elements are assigned automatically. You can adjust this assignment afterwards.    26. Alternatively, you can have an internal order created automatically as a cost collector for your project. You can specify when the internal order is to be created:  _ When the project is saved for the first time.   _ When the project is released.   _ When you set the project status to Flag for Transfer  4. Update cost and revenue planning (cProject Suite and SAP ERP) The costs and revenues that are calculated for a project are updated in the ERP system. As soon as you make changes in cProjects, for example, if you staff a project role with a different person, the system updates the costs. You can change the automatically created plan using a costing method based on a template, or you can add more costs to the plan, for example, travel costs or material consumption. 27. 5. Assign budget (SAP ERP) The budget for a project is assigned on the basis of internal orders or WBS elements and you can keep the budget up-to-date with the latest project status using the budget update function. The availability control can always provide you with an overview of the means available. 28. 6. Collect actual costs (SAP ERP) Commitments and actual costs are incurred in your project during the course of the realization phase as a result of attaching documents to the internal orders or WBS elements. The actual costs in your project result from confirmations, postings from financial accounting, such as 155
  145. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; posting travel costs, and from internal activity allocations and goods movements. Commitments are incurred, for example, by entering orders; these costs then decrease again at goods receipt. The project member records his or her time and expenses (for example, expenses for external employees) in the Resource and Time Management with cProjects process. Confirmation for project tasks and roles can also be carried out directly in the Cross Application Time Sheet (CATS). 29. 7. Carry out reporting for project (cProject Suite and SAP ERP) The project lead can use reporting to evaluate the status of the project at any time. Reports are available for your project accounting as part of the project evaluations (cProjects) or via the SAP Business Information Warehouse (SAP BW). 30. 8. Settle project (cProject Suite and SAP ERP) The planned and actual costs incurred and planned and actual revenues in a project are settled wholly or partly for one or more recipients. The settlement transfers the costs or revenues to financial accounting (G/L account), Asset Accounting (fixed asset), profitability analysis (profitability segment), and Controlling (order, cost center). Result Precise planning and monitoring of costs and turnover creates transparency throughout the project process and enables you, for example, to tackle development errors early on. In this way, project accounting contributes significantly to the success of your project. Resource and Time Management with cProjects Purpose You can use this business process to plan the necessary quantitative and qualitative resources for a project and staff project roles with suitable employees from your enterprise or other enterprises. The project members you have chosen can record the working hours for their tasks in the project afterwards. The advantages of resource planning are that you have the option of planning resources to the appropriate level of detail and in doing this, can assign the available and most capable employees from the right organizational units to the project. Time recording enables you to assign the capacities of the project members to specific projects and tasks. Prerequisites You have completed the Project Planning with cProjects process and have defined project roles for the project. 156
  146. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; . ... 31. 1. Define demand for resources (cProject Suite and SAP xRPM) First, you plan the resource requirements by assigning a required capacity to individual project roles within a certain time frame. Planning the required capacity for the tasks in the project and assigning the tasks to the project roles provides a picture of the capacity required for each role. You decide whether you want to use the required capacity determined by the task to role assignment or whether you want to carry out planning only based on the roles. 32. 2. Specify required qualifications (optional) (cProject Suite) You can specify qualifications for both the individual roles and the tasks. These qualifications are necessary for staffing a role or completing a task. 33. 3. Allocate resources (cProject Suite and SAP xRPM) If you know which employees will be members of your project, you can assign them to the project roles straight away. You can also take the data from your portfolio planning (SAP xRPM) into account when you select your resources.   However, you can also use the search function to find suitable employees for your project. The following search criteria are available for finding suitable employees:  _ The required qualifications summarized from the roles and the tasks assigned to them   _ The time frame in which the role is required   _ The organizational unit you want the employee to be from  You then choose the most suitable persons from the employees listed in the results, taking into account when they are available. If time intervals overlap, you can also assign more than one person to a role.   If tasks exist in your enterprise for which no suitable employee is available, you can transfer the resource requirement to SAP SRM. Suitable persons with the required qualifications and capacities can be identified here and a purchase order can then be created. For more information, see the following processes:  _ Requesting External Staff   _ Entering Services in SRM   _ Searching for Sources of Supply  Once a suitable person has been found, you can assign this person to the task. 34. 4. Confirm time and progress (cProject Suite and SAP ERP)  Once the project has been released, project members can record time for the activities they have performed. Activities are confirmed for the following project elements depending on the project type:  _ Project definition 
  147. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;   _ Project roles to which the project member is assigned   _ Tasks to which the project member is assigned via the role  The project member can confirm both the actual work and the actual start date for the individual tasks and then also adjust the remaining work if the total for this is different to the work calculated automatically by the system. Alternatively, you can record your time directly in the Cross Application Time Sheet (CATS) in mySAP ERP. It is then automatically transferred to cProjects. For more information, see the Time Recording process. Result Defining the demand for resources (process step 1) provides the basis for costing in the Project Accounting with cProjects process. Carrying out process steps 2 and 3 leads to more accurate results in costing. Web User Interface of SAP Product Lifecycle Management (PLM-WUI) You can manage the master data objects relevant to SAP PLM on the Web user interface (Web UI) of SAP Product Lifecycle Management (SAP PLM). Other applications are also available. Features A Web UI is available for the following master data objects:      Material  Material BOM  Document  Change master record  Classification   Tab pages for classes and characteristics are integrated in the Web UIs of the objects named above.  In particular, the Web UI supports you when working with partner enterprises via the Internet. You can give external users Web access to the data in the PLM back-end system without allowing them direct access to the back-end system. The Web UI can be decoupled from the back-end system and installed in a demilitarized zone (DMZ) outside your corporate firewall. You can control access to information on the Web UI at context, user, or role level. For example, not all users will be allowed to call up all material BOMs even though they have general authorization to display material BOMs. You can use access control contexts (ACC) and access control lists (ACL) to tailor user access to the objects on the PLM Web UI to your requirements.
  148. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; The central point of entry is the personalized work center which provides an overview of the objects relevant to your work, such as the objects in your favorites list or in your worklist. You can navigate to these objects from the work center. The PLM Web UI also provides a search for finding other objects by means of their attributes. You can navigate straight to the objects from the search result too. You can display any object with its relations to other objects in the Object Navigator and navigate to related objects from there. Product-Centric View (PCV) is available in the side panel. Product-Centric View enables easy retrieval of product-related information from various internal data sources. It provides analytical applications which are embedded and operate in the business application the user is working in. PCV offers capabilities that enable customers and partners to include new data sources in PCV and to enhance standard business content with additional analytics. Engineering desktop (E-desktop) is also available on the Web UI. You use engineering desktop to transfer CAD structures between a CAD system and SAP PLM if you have an optional SAP CAD interface installed. Afterwards you can create a material BOM or an iPPE product structure (iPPE variant assembly) based on the CAD structure. NOTE The Web UI does not provide a new Web-based interface for iPPE product structures. Material on the Web UI On the Web user interface (Web UI) for SAP Product Lifecycle Management (SAP PLM), you can create, change, and display material details. Features The Web UI screens display the same data as the screens in the back-end system. However, the data may be grouped differently than in the SAP Enterprise Resource Planning (SAP ERP) system. The following features are available for a material in the SAP ERP system, but not on the Web UI:  In the SAP ERP system, you can extend a material by creating additional views. The Web UI does not support this.  The following features are available for a material on the Web UI, but not in the SAP ERP system:
  149. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;     The General Data tab page is composed of fields from Basic Data 1 & Basic Data 2 tab pages in addition to a few fields from the Purchasing tab page of material master in the SAP ERP system.   You can display the material details for a revision level.   You can display the material details for a combination of material number, key date, change number, or revision level.   You can create a bill of material (BOM) from the Change Material and Display Material screens.    You can launch the Object Navigator application from the Change Material and Display Material screens.   You can check the consistency of input data before saving it.  Material BOM on the Web UI On the Web user interface (Web UI) for SAP Product Lifecycle Management (SAP PLM), you can display, create, and change material BOMs. NOTE On the Web UI, the focus is on maintaining individual single-level material BOMs. Therefore, the following functions are only available in the back-end system:       Comparison of material BOMs  Mass changes of material BOMs  Plant assignment (assignment of material BOMs to other plants)  Material BOM explosion  Change of BOM groups  Material BOM browser  Features The Web screens display the same data as the screens in the back-end system. However, the data is grouped differently than in the back-end system. The following features are available for a material BOM in the SAP ERP back-end system, but not on the Web UI:       Change management with parameter effectivity  Creation of configurable material BOMs  Configuration of material BOM items  Variant material BOMs  Class items  Assignment of material BOMs and material BOM items to project elements of cProjects  Document on the Web UI
  150. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; On the Web user interface (Web UI) for SAP Product Lifecycle Management (SAP PLM), you can create, change, and display the details for a document info record (DIR). Features The Web UIs display the same data as the screens in the back-end system. However, the data may be grouped differently than in the document management system (DMS) of the SAP Enterprise Resource Planning (SAP ERP) system. The following features are available for a document on the Web UI, but not in DMS of the SAP ERP system:   When you create a new version of a DIR, you can do either of the following:  o Select an existing version of a document from which you want to create the new version. o Use a predefined template.  In addition to object-specific views, you can display all object links for a DIR in a generic view.   Depending on Customizing, you can display a thumbnail of a linked DIR on other screens. EXAMPLE   Depending on Customizing, you can display a thumbnail of a linked DIR from the Change Material screen on the Web UI.      You can launch the Object Navigator application from the Change Document and Display Document screens.   You can check the consistency of input data before saving it.   You can use the Document Browser application to assign a leading object and change the layout of a screen.  NOTE On the Web UI for SAP PLM, you can attach an original document to a DIR only if the Use KPro checkbox is set in Customizing. Change Management on the Web UI You use change management if you want to change objects, such as materials or material BOMs, historically using specific documentation. 162
  151. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; To do this, you assign a change master record to the object. A change master record is identified by a change number. If you change objects without change numbers, you always change the entire data record. For each object, can only access the data that you saved last. When you change objects historically with a change number, the system creates a data record with change number (change state) in addition to the original data record. As such, the different change states are always available in the system. Changes to objects only become valid once all the conditions defined for the change number have been met. On the change number, you can also document the reason for the change and store relevant documents. Features You can create, change, and display change master records on the Web user interface (Web UI) of SAP Product Lifecycle Management (SAP PLM). The change master record consists of the following data:      Management data and effectivity (date/time effectivity or parameter effectivity)  Object types for which the change number is active  List of objects that were changed with this change number, with object managemet records  Documents and details about the reason for the change  Classification data  Compared to the scope of functions of change management in the back-end system, the following restrictions currently exist on the Web UI: You can only create or change the following types of change master records: o Simple change master record, with or without release key o Change master record for a change hierarchy (leading change master record and change package) If a change order or change request was created in the back-end system, you can display it on the Web UI.  You cannot define a parameter effectivity. If a change master record with parameter effectivity has been created in the back-end system, the system displays the effectivity type.   You cannot generate object management records in the dialog.  163
  152. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  You cannot display the document flow graphically  Classification on the Web UI On the Web user interface (Web UI) for SAP Product Lifecyle Management (SAP PLM), you can assign the following objects to an existing class and specify the characteristic values:    Material  Document  Change number  For a material BOM item that refers to a batch-classified material (classes of class type 23 and 50), you can only display the assigned class and the characteristic values. Features The following features that are available for classification in the back-end system are not available on the Web UI:      Parameter effectivity  Display of object dependencies of classes, characteristics, and characteristic values  Configuration trace  Catalog characteristics in the value help for characteristic values  User-defined characteristics   If you use standard characteristics and user-defined characteristics, no characteristics are displayed on the Characteristic Values tab page.       Display of characteristics by organizational area  Change overview  List of change documents  Resolving loading errors   When classification data that is still used by an object is deleted in the back-end system (such as classes or characteristics), the system creates an error message and you cannot save the data on the Web UI. You must first resolve the issue in the back-end system.  Supported Classes We support the following object types and standard class types: 164
  153. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;  Material (MARA)  o 001 Material Class o 022 Batch (at plant level) o 023 Batch (at material or client level) o 200 Material (Configurable Objects) (at BOM item level) o 300 Variants  Document  o 17 Document Management o 201 Document (Configurable Objects) (class at BOM item level)  Change master record  o 025 Engineering Change Management  Material BOM item  o 050 Reconciliation o 022 Batch (at plant level) o 023 Batch (at material or client level) Additionally, customer-defined class types for material, document, bill of material item and change master record are supported. Value Help for Characteristic Values Note the following restrictions for the value help:  Restrictions for characteristic values with check table  o Check tables with more than 1000 entries are not supported. o Value descriptions are only displayed if a text table exists for the check table.  Function modules used by the back-end transactions   Function modules used by the back-end transactions are not supported. If you use your own function module to check the values of a characteristic, you must change the logic in the value help function module that provides the characteristic values. Note: The value X for the parameter CL_WEB_DYNPRO => IS_ACTIVE indicates that the call comes from Web Dynpro. If the call comes from Web Dynpro, the function module must export the valid values without calling the standard ABAP Dictionary function module for the value help.  Filtering Classes On the Classes tab page, you can sort and filter classes according to all criteria except for the classification status. Display Options The Web screens only support the following display options: 165
  154. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;       Display language-dependent characteristic description  Display characteristics without values (available in display mode only)  Display characteristics of selected class  Display all assigned values  Display excluded characteristics  Copy default values (available in change mode only)  For an object that is assigned to multiple classes, you can select a class in the Classes field on the Characteristic Values tab page. To display the characteristics, the system uses the user interface design that is assigned to the selected class. The interface design can include the characteristics of all classes to which the object is assigned. If you only want to display the characteristics of the selected class, you must select the Only Characteristics of Selected Class checkbox. Characteristic Grouping Characteristics that are grouped using the Summarize Characteristics options are displayed in the same way as characteristics that are grouped using the Pushbutton option: On the Web screen, you can access both types of characteristic groups and the assigned characteristics using the Characteristic Groups pushbutton. For both options, the following are not supported:    Frames  Empty lines  Multi-column arrangement of characteristics  What is ASAP Methodology ASAP: Accelerated Systems Application and Products in Data Processing All implementation projects have the the following phases: Scoping - What is to be implemented i.e. which submodules are to be implemented some clients may not require credit management for example. Look at the project scope document carefully it will tell you what SAP sub-modules in SAP you should be prepared for. Usually the sales people along with project manager do it. As is - Here you understand the existing business processes of the client . Your BPOcollect all the ISO-documentation (if client is ISO certified), reports and forms at this stage and you analyse how and when the reports/forms are generated, where the data is coming from. You also do a Level -2 training for your BPO so he is made aware of all the required transactions in SAP. Once this is over BPO can start learning with the consultants help more about SAP. This is crucial because if you miss out any transactions the BPO may forget about some of his Business processes which may come up later. It is a good practice to ask the BPO to make flow charts to explain business processes. To-Be - Parallely you map these processes to SAP. Processes that you are not sure of as to whether
  155. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; they are present in SAP or not you try to do a configuration of those processes, and along with the BPO(Business process owner he is the clients employee who knows about the clients business processes probably a middle management guy, ther can more than one), BPO involvement is required as he may be able to tell you his requirements better. Once you do the business modelling you will also be made aware of the gaps between as-is and to-be , here decisons have to be made as to wether a ABAP development/system modification is required or not and so on. Involve the BPO as much as possible and document everything it is good practice do not be lazy about it. Business blueprint: Here the as-is and to-be and gap analysis is explained. This is the document that you will be using to do your configuration in the realization phase. Realization phase: Here you do the configuration in the development server (there are three clients development,quality, production). You also decide on the master data format, so that BPO can go collect the master data. You also gove ABAP specifications for forms, reports etc, system modifications etc. Unit testing: Your BPOs and a few key users sit down and test your configuration in your module only. It is good to test the BDCs that you need for uploading data at this stage so you have more realistic data and your BDCs are tested. 167 Integration testing: Once all modules unit testing is over then the configuration is trasported to the Quality server, where testing for all the modules is done by BPOs and end user, this is to check if any problems are there in integration between various modules. Once all is okay from the QA server config is transported to the production server. Go live preparation Data uploading: The collected master data is checked and the uploaded into production server(sever and client I have used interchangeably). Now you are ready for go live i.e. users can now use the production server. ASAP methodology means nothing but standard process for implementation of SAP, It consists of 5 phases. 1. Project preparation - consists of identifying team members and developing strategy as how to go. 2. Business Blue print - consists of identifying the client current process, reqeirement and how SAP provides solution. Consists of detailed documentaion 3. Realization -The purpose of this phase is to implement all the business and process requirements based on the Business Blueprint.
  156. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 4. Final Preparation - The purpose of this phase is to complete testing, end-user training, 5. Go Live and Support Phase 1: Project Preparation In this phase of the ASAP Roadmap, decision-makers define clear project objectives and an efficient decision-making process. A project charter is issued, an implementation strategy is outlined, and the project team as well as its working environment are established. The first step is for the project managers to set up the implementation project(s). They draw up a rough draft of the project, appoint the project team and hold a kickoff meeting. The kickoff meeting is critical, since at this time the project team and process owners become aware of the project charter and objectives and are allocated their responsibilities, lasting throughout the project. Initial Project Scope/Technical Requirements As the reference point for initial project scope, and updates or changes to the R/3 implementation, the project team can use the Enterprise Area Scope Document to compare the enterprise‟s requirements with the business processes and functions offered by R/3. In this way the project scope is roughly defined from a business and IT view. The former view concentrates on the enterprise‟s business processes that are to be supported by IT; the latter focuses on the IT required, down to the network and memory requirements. Project Organization and Roles One of the first work packages in Phase 1 is the definition of the overall project team and the specification of project roles to be assumed during implementation. The main roles in an implementation project are that of the project manager, the application consultants, the business process team leader, the technical project leader/systems adminstrator, and the development project leader.    The project manager is responsible for planning and carrying out the project.   The application consultant creates the Business Blueprint by identifying the business process requirements, configures the R/3 System together with the business process team, transfers knowledge to the customer team members and assists the business process team with testing.   The business process team lead at the customer site manages the work involved in analyzing
  157. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;   and documenting the enterprise's business processes. This person directs and works with the business process team members, process owners, and users in order to develop the R/3 design, configure the system and validate the design. Furthermore, this person ensures that the R/3 implementation is tested and documented, and obtains agreement from both the business process owners and users.   The technical team lead at the customer site is responsible for managing the completion of all technical project deliverables. The technical team lead works with the Project Manager to complete the technical requirements planning, and to plan and manage the technical scope  and resources schedule. The technical team lead is also responsible for the overall technical architecture of the R/3 System.  The development project lead is responsible for managing the definition, development and testing of necessary conversions, interfaces, reports, enhancements and authorizations.   The R/3 system administrator is responsible for configuring, monitoring, tuning, and troubleshooting the R/3 technical environment on an ongoing basis, as well as performing checks, tasks, and backups within the technical environment, scheduling and executing the R/3 transport system and Computing Center Management System (CCMS). The R/3 system administrator manages and executes the R/3 installations, upgrades and system patches.  An example of an accelerator in ASAP is the "Project Staffing User Guide", which outlines all of the project roles, expectations, time commitments and responsibilities for everyone involved in the implementation. It also contains pre-defined organizational chart templates for the implementation team. Implementation Scope Phase 1 includes a scoping document called the Enterprise Area Scope Document, which is based on the R/3 Reference Model and can be generated using the Project Estimator. It contains high-level user-defined views of the scope of the project, as well as defining the corresponding plants, sites, distribution channels, and legal entities. This scoping document maps to the Question & Answer Database (Q&Adb), which is used in Phase 2 to determine the detailed process and development requirements. ASAP includes many document and reporting templates, as well as examples that can be used to help determine implementation standards and procedures. Procedures for scope changes, issue resolution, and team communication need to be defined. AcceleratedSAP provides you with instructions, examples and templates to put these procedures in place. One of the most important procedures to be defined in Phase 1 is how to carry out project documentation, in particular R/3 System design documentation. For information on project decisions, issue resolution, or configuration changes required at a later date, good project documentation is invaluable. The following types of documentation should be defined in this phase and maintained throughout the project:     Project deliverables  Project work papers and internal project team documentation  Business processes to be implemented  R/3 design specifications for enterprise-specific enhancements 
  158. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ;     Documentation on R/3 configuration and Customizing settings  End user documentation  Code corrections using OSS notes or Hot Packages  Service reports and documentation.  More information on documenting the R/3 configuration can be found in Phase 3. System Landscape and Technical Requirements In Phase 1, the project team decides on the system landscape, as well as on the high-level strategies for creating R/3 clients, implementing new releases and transporting system settings. One R/3 System can be divided into multiple clients as needed, thus allowing for the handling of separate enterprises in one R/3 installation. The technical requirements for implementing R/3 include defining the infrastructure needed and procuring the hardware and the necessary interfaces. For this purpose, you can make use of the Quick Sizing Service, which can be accessed via SAPNet. The Quick Sizing Tool, or Quick Sizer calculates CPU, disk and memory resource categories based on the number of users working with the different components of the R/3 System in a hardware and database independent format. The tool intends to give customers an idea of the system size necessary to run the required workload, and therefore provides input for initial budget planning. It also offers the possibility of transactional/quantity-based sizing, therefore enabling customers to include their batch load in the sizing as well. The Quick Sizing Service should be used as an input for hardware partners to identify your hardware needs and also get an idea of the probable size of the needed hardware configuration for project and budget planning reasons. The archiving concept is drawn up in Phase 1. Regular, targeted archiving optimizes your hardware use and avoids performance problems. With the Remote Archiving Service, SAP enables you to outsource all the tasks associated with archiving the data in your R/3 System and have them performed by SAP specialists. As part of this service, SAP also customizes the archiving configuration in your system or verifies the current configuration. However, the Remote Archiving Service cannot provide the concept for your archiving strategy - it must be worked out as part of your implementation project. It might seem too early to discuss archiving at this stage. However, eperience has shown that it is important to define the strategy as early as possible to ensure that archiving can be carried out when needed later. Issues Database Managing and resolving issues that come up during the project is an essential responsibility of the project manager and is fundamental to the success of an implementation. The focus of the manager should be to resolve or prevent issues. However, escalation procedures need to be in place in case an issue cannot be solved by the project team. Typically, issues must be resolved before phase
  159. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; completion or before beginning the next phase. Issues can be regarded as hurdles that are identified during a project and may influence the success of the project. They can be:    Unanticipated tasks  Normal tasks that cannot be completed  External factors that need to be dealt with  The Issues Database allows the project team to enter, track, and report on project issues. The database supports the following data for each issue identified:        Priority  Project phase  Status  People responsible  Date required for solution  Date resolved  Classification (for example: resource, documentation, training or configuration issue)  Based on this data, the Issues Database enables you to quickly retrieve the information on specific issues by using filters and views on the data entered. Concept Check Tool ASAP also includes a concept check tool to evaluate the system concept and configuration and alert you to potential performance or design issues. Using the tool checklists, you can analyze the project and implementation work either by yourself or with the assistance of your SAP consultant. The check focuses on project organization and the configuration of the R/3 applications. Fig. Xxx: The Concept Check Tool The checklists are designed dynamically, that is, as each question is answered, the following questions are selected so that you only answer those questions relevant to your system configuration. The checklists are used in the first two phases AcceleratedSAP, as it is advisable to deal with questions relating to each phase of the project as they arise. IDES – the R/3 Model Company The R/3 International Demo and Education System (IDES) is an additional R/3 system/client which is supplied with predefined system settings and master data. It is an integrated, fully configured, fully functional model company with an international scope and sample product range, which you can use early in your implementation. It is used, for example, in Phase 2 as a reference for R/3 processes and 172
  160. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; functionality. After defining the corresponding link, you can branch directly from the business process transactions of the Q&Adb to the live transaction in IDES. In order to get started with the R/3 System quickly, you can use IDES to help visualize your own solution. During the planning phase, you can try out all the business scenarios to find the design best suited to your requirements. IDES also forms the basis for SAP‟s entire R/3 training program, including examples and exercises, and is the ideal way of preparing for release changeovers. Phase 2: Business Blueprint In this phase you document and define the scope of your R/3 implementation and create the Business Blueprint. The Business Blueprint is a detailed documentation of your company's requirements in Winword format. Application consultants and the Business Process Teams achieve a common understanding of how the enterprise intends to run its business within the R/3 System, by carrying out requirements-gathering workshops. During Phase 2, the project team completes R/3 Level 2 training; this is recommended as early as possible and before the workshops start. Fig. : Elements of the Business Blueprint The project team selects the processes that best fit your business from R/3's functional offering, using the following tools:      AcceleratedSAP Implementation Assistant  Question and Answer Database (Q&Adb)  Business Process Master List (BPML)  R/3 Structure Modeler  Business Navigator and external modeling tools  Project Management Establishing a proper cycle of project management activities ensures that the implementation project stays on target. Project Management includes all project planning, controlling and updating activities. The activities in this work package are:  Conducting Status Meetings for the Project Team   In the status meetings each project team‟s status is reported on, and important information is shared among the different project teams, so that there is a complete picture of the implementation process and progress. Progress impacts budget, scheduling and resources,  173
  161. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; and also the go-live date. It is important to coordinate integration aspects between the different project teams.  Conducting the Steering Committee Meetings   These meetings update the Steering Committee on the project status and obtain decisions about project issues that cannot be resolved by the project team (for example, changing the schedule or obtaining additional resources).    General Project Management   ASAP makes sure that additional tasks that support the implementation project or form the basis of further project planning are not overlooked.    Addressing organizational issues relating to organizational Change Management.  Project Team Training Training the project team should reflect the scope of the R/3 implementation and the needs of the individual team members. You want to conduct project team training in order for team members to obtain R/3 functional and technical knowledge to be effective members of the implementation project team. In the Business Blueprint phase, project team members attend Level 2 training courses. Creating User Documentation Once you know the number of users and tasks for R/3, you can plan the structure, contents, and format of the user documentation. Before you create the documentation, you have to define how you want to have documentation changes managed. One accelerator that is available to help your documentation and training become successful is to use the Business Process Procedures that are contained in the Business Process Master List. The BPPs, created for most R/3 business processes and scripts, are like step-by-step procedures of how to carry out a process. Adapting these scripts to your implementation by taking screenshots and filling in field information allows you to easily create documentation for every business process. System Management Procedures In the Realization phase, procedures for system management also need to be defined, in order to prepare the system for productive operation. This includes monitoring productive infrastructure needs, and determining which system administration activities are necessary. The following steps are carried out in this work package of the Realization phase: 1. Developing of system test plans 2. Defining the service level commitment 3. Establishing system administration functions
  162. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; 4. Setting up a Quality Assurance environment 5. Defining the design of the productive system 6. Defining system management procedures for the productive system 7. Setting up the productive environment Quality Checks in the Realization Phase At the end of Phase 3, the status of deliverables must be checked for completeness and accuracy. The Project Manager performs this internal quality check, which should not be confused with the external, independent Quality Assurance Audits after each phase. The Quick Sizing Tool, or Quick Sizer helps you in reviewing the sizing you have determined in the Project Preparation phase. Some of the things validated are the configuration of the Baseline scope, the global settings made for the R/3 System, and the organizational structure. Furthermore, it's necessary to confirm the creation of archiving management, verify the existence of a finalized system, and ensure the creation of user documentation and training materials. Lastly, the preparation for end user training needs to be gone through and approved. Phase 4: Final Preparation The purpose of this phase is to complete the final preparation of the R/3 System for going live. This includes testing, user training, system management and cutover activities, to finalize your readiness to go live. This Final Preparation phase also serves to resolve all crucial open issues. On successful completion of this phase, you are ready to run your business in your productive R/3 System. In Phase 4, your end users go through comprehensive training. The last step will be to migrate data to your new system. In particular a going-live check is carried out and an R/3 Help Desk set up. This phase builds on the work done in the previous two phases so that R/3 can be handed over to the individual departments for productive operation. This includes creating the user documentation and training the end users. The technical environment is installed for the productive system and the project managers make plans for going live, including the transfer of data from legacy systems and user support in the startup phase. 175
  163. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; End-user training can be the area an organization spends the most time and money to complete, since proper training is critical if the project is to be successful. A high-level training plan should have been developed within the Project Preparation phase, but now more detail is added. The training program is set up according to the number of users, their location and their tasks. Once the site of the courses and the trainers have been chosen, the courses can be held. GoingLive TM Check TM The GoingLive Check involves an analysis of the major system components of the R/3 installation with regard to system consistency and reliability. For this, SAP experts log on your R/3 System via a remote connection, inspect the configuration of individual system components, and provide valuable recommendations for system optimization. By analyzing the individual system components before production startup, SAP can considerably improve the availability and performance of the customer's live system. In addition, the technical application analysis provides information on how to speed up the core processes within R/3. In the second step of optimization the transactions with high resource consumption are searched for and necessary adjustments made. In the third step of verification, the changes from the two prior sessions are validated. This check is performed in the productive operation system. After a system goes live, some fine tuning and eliminating of potential bottlenecks is still necessary. This is carried out four weeks after going live with the R/3 System. Refining the Cutover At the end of Phase 4, it is necessary to refine and validate the cutover plans generated in the Realization phase. Among other things, this includes tasks such as the reviewing of the runtime of test runs to estimate runtime for the complete data size. A conversion checklist for transporting all changes into the productive system is provided for all the configuration settings to be imported. At this stage, it is important to verify that required tasks have been successfully completed, for example, that the technical environment is in place, the cutover programs are ready and the application data is verified. Approval is now sought from project management and company senior management to start the cutover process. Here you can also refer to the Data Transfer Made Easy Guidebook created especially for this purpose. It is located in the Knowledge Corner of the ASAP CD. The help desk is particularly important in the first weeks after going live, but you will require help desk support throughout the productive life of your R/3 System. An internal help desk should be staffed and supported mainly by employees of the enterprise. Setting up a help desk involves, among other things, installing office and technical equipment and defining OSS users. Problems which cannot be solved by this internal help desk are forwarded to SAP via the OSS system. 176
  164. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; As soon as you know when you will go live with the R/3 System or with new R/3 applications you should inform SAP. Thus you can ensure that SAP can provide optimal support throughout your going-live phase. For the last weeks before and first weeks after the go-live date, SAP offers the R/3 GoingLive Customer Care Service, accessible via SAPNet and OSS. Phase 5: Go Live and Support Now you are ready to go live with your productive system! Afterwards, the project team focuses on supporting the end users, for which training may not be completed. It is also necessary to establish procedures and measurements to review the benefits of your investment in R/3 on an ongoing basis. Key SAP Services to support you in this phase include    The Online Service System (OSS)  Remote Consulting  EarlyWatch® Services  These services encompass a series of remote analyses of specific R/3 System settings, with recommendations for improving system performance. Post go-live activities during productive operation The last phase of the implementation project is concerned with supporting and optimizing the operative R/3 System, both the technical infrastructure and load distribution as well as the business processes. Activities such as the following are carried out:  Production support facilities are defined, for example, checking system performance on a daily basis   Validation of business processes and their configuration   Follow-up training for users   Signoffs, etc.  This phase can also include a series of follow-up projects for adding new application components or automating and improving business processes, such as with SAP Business Workflow. The project manager monitors the fulfillment of the enterprise goals and the return on investment. During Phase 5, the first EarlyWatch® session should be held, where experts from SAP analyze the system‟s technical infrastructure. The aim is to ensure that the system functions as smoothly as possible. The purpose of SAP's EarlyWatch® Service is to improve the performance of your live R/3 System by preventing system bottlenecks. The underlying concept of SAP EarlyWatch® Service is prevention: taking appropriate action before a problem situation develops. Regular analysis of live R/3 Systems by teams of experts ensures that potential problems can be recognized and remedied at an early stage. This maintains system availability and performance at a 177
  165. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; high level. SAP EarlyWatch® measures the server, database, applications, configuration and system load. The results are recorded in a status report with recommendations for system tuning. From early productive operation onwards, SAP EarlyWatch® provides regular performance and error analyses by evaluating statistical data on the various system components. System and Release Upgrade As part of R/3 system maintenance, new releases of the software, including new and enhanced application components and corrections, are shipped at regular intervals. You will normally need to verify or reconfigure some of the settings in order to use them. AcceleratedSAP offers two kinds of roadmaps for moving the software forward to new releases or versions. One is the Continuous Change Roadmap, which provides ongoing support and assistance for the post go-live phase, and is described below. The second is the Upgrade Roadmap, which you can use to plan and carry out an upgrade to your R/3 System. Special Release IMGs specific to your system configuration are available. You can read the online documentation for a new release directly from the IMG. ASAP for Upgrades AcceleratedSAP provides an Upgrade Roadmap and upgrade manuals to facilitate release changes and upgrade projects. The Upgrade Roadmap enables you to take a systematic approach to release changes and complements the available technical documentation. Although implementing new versions of R/3 is carried out in the form of a new project, the project team will profit from their experiences during initial implementation. Many documents already exist and only need to be verified or extended. Phases in an upgrade project In order to systematically carry out an upgrade project, the ASAP Upgrade Roadmap will generate a project plan with only the activities required. All other activities have either already been carried out or they are not relevant. As with the Roadmap for the initial implementation, there are descriptions of the individual tasks, and wherever possible, additional accelerators in the form of checklists, templates or examples. The technical documentation of the upgrades is extended via ASAP to include releasespecific project management. Release 4.0 of AcceleratedSAP contains the Continuous Change Roadmap, with standard activities necessary after the initial implementation. In this way, SAP provides ongoing support and assistance for post go-live activities. The tasks in that structure provide solutions for all known types of continuous change: Business changes, technology changes or changes in the user community. 178
  166. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Glossary of SAP terms ABAP Advanced Business Application Programming: The programming language developed by SAP for application development purposes. All R/3 applications are written in ABAP. ABAP Dictionary Central storage facility for all data used in the R/3 System. The ABAP Dictionary describes the logical structure of application development objects and their representation in the structures of the underlying relational database. All runtime environment components such as application programs or the database interface get information about these objects from the ABAP Dictionary. The ABAP Dictionary is an active data dictionary and is fully integrated in the ABAP Workbench. It forms part of the R/3 Repository. ABAP Program Any program written in the ABAP programming language. Generally, there are two kinds of ABAP programs:   Dialog programs: These are the actual R/3 programs (Basis system and applications). Dialog programs are transactions which conduct a dialog with the user across one or more screens. Depending on what the user enters, the dialog program reacts by presenting the next screen, displaying list output, modifying database tables, etc.   Report programs (ABAP reports): Report programs read and evaluate data in database tables. When you execute a report program, the output can either be displayed on the screen or sent to a printer.  ABAP Workbench SAP's integrated graphical programming environment which offers all the necessary tools for creating and maintaining business applications in the R/3 System. The ABAP Workbench supports the development and modification of R/3 client/server applications written in ABAP. You can use the tools of the ABAP Workbench to write ABAP code, design screens, and create user interfaces. Furthermore, you can debug and test applications for efficiency using predefined functions, as well as access development objects and database information. Accelerator In ASAP, a collection of descriptive texts, how-to's, templates and examples on all subjects relating to the implementation of the R/3 System. Some are short information texts on a particular subject, 179
  167. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; others are longer texts such as white papers. There are also a number of predefined and empty templates or forms which you can use when carrying out your implementation. Activity See ASAP activity or Customizing activity. Application Link Enabling (ALE) A technology used in the development and operation of distributed applications. Its primary function is to support distributed, integrated installations of the R/3 System. It offers a controlled business message exchange, while maintaining data consistency across loosely coupled R/3 applications. The applications are not integrated using a central database but by means of synchronous and asynchronous communication. Application programming interface (API) An interface used by application programs to communicate with other systems, for example, for calling subroutines or programs on remote systems. ASAP activity Group of tasks in the Implementation Assistant. The results of an activity can produce certain deliverables. An activity can be carried out by one or more project team members. Several activities comprise a work package. AQUA (Accelerated Quality Assurance Program) See Quality Review Program. Authorization concept Concept that covers the structure and functions associated with authorization assignment and checking in the R/3 System. You use authorizations to protect the system from unauthorized or unwanted access. Authorization profile Element of the authorization system. An authorization profile gives users access to the system. A profile contains individual authorizations, which are identified by the authorization name and one or more authorization objects. If a profile is specified in a user master record, the user has all the authorizations defined in this profile. 180
  168. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; BAPI See Business Application Programming Interface. Baseline Scope In ASAP, the Baseline Scope refers to a certain level of configuration (usually 80% of the entire scope) which has been formally reviewed and agreed upon. The Baseline serves as a development platform that serves as the basis for further configuration and business process development. Baseline Scope Document The Baseline Scope Document defines the business processes and requirements that will be configured and played back during the baseline confirmation session. Blueprint Generator A component of the Q&A Database that gathers information from the CI Forms and presents the information in an organized document. The Blueprint Generator creates a Microsoft Word document called the Business Blueprint that includes a table of contents (listed by enterprise area, scenario, and process) and a logical assembly of all the CI forms. BP Master List See Business Process Master List. Budget Plan This plan is a subset of the Project Plan. It contains the projected costs by month, compared with the actual costs, and calculates the variance. Business Application Programming Interface (BAPI) Standard R/3 interface that enables you to integrate third-party software into the R/3 System. Business Application Programming Interfaces (also known as Business APIs or BAPIs) are defined in the Business Object Repository (BOR) as methods applied to SAP business objects, in order to perform specific business tasks. BAPIs are implemented and stored in the R/3 System as RFCenabled function modules in the ABAP Workbench. Business Blueprint The main deliverable of the Business Blueprint phase. The blueprint document provides written documentation of the results of the requirements gathering sessions. The purpose of this document is to verify that a proper understanding of requirements has been communicated. The blueprint also finalizes the detailed scope of the project. Business Engineer
  169. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; The technical platform for business engineering that lets you model and configure R/3 applications from a business viewpoint. The components of the Business Engineer are designed to speed up the initial implementation as well as to support continuous engineering, and contain graphical methods for viewing, navigating, configuring, and testing the R/3 System:     R/3 Reference Model, containing all business processes and the component hierarchy  Implementation Guide (the "How-to" of R/3 Customizing)  Industry-specific models.  Business Navigator An R/3 graphical navigation tool for displaying the models contained in the R/3 Reference Model. There are various ways of accessing the Business Navigator (by views), intended to call up specifically the models and list displays of the R/3 Reference Model needed. By selecting a companyspecific or project-specific filter, only the scope of the enterprise or project IMG will be displayed that was previously selected in the IMG. Business Navigator Web A Web-based graphical navigation tool which allows you to browse through a model in order to understand its structure and see how processes are related and organized on an enterprise-wide level. Business object Represents a central business object in the real world, such as a purchase order. R/3 business objects describe complete business processes. By invoking methods known as BAPIs (Business APIs), external applications can access and manipulate the business objects via the Internet, DCOM or CORBA. Business object model A type of model contained in the R/3 Reference Model used for describing business objects, including their attributes, methods, interfaces, and their relationships. Can be displayed in graphical form with the Business Navigator. Business Process See Process. Business Process Master List The Business Process Master List is a representation of the R/3 business processes and transactions defined in the project scope. The BP Master List is the central data repository that feeds all business process information to subsequent worksheets. Business Process Procedure
  170. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; An MS-Word document containing a prefilled template that provides the initial definition for developing User Procedures and training documentation. The final BPPs are developed during the Realization phase using the BP Master List, in which one Business Process Procedure represents one R/3 transaction. Business scenario See Scenario. Business scenario questionnaires Questionnaires designed to facilitate requirements gathering on specific business scenarios and their processes. These questionnaires use open-ended questions to promote the flow of information between consultants and the customer. During the requirements gathering sessions for a company's business scenarios, consultants capture company input in detail and adapt process models to reflect company needs. CATT (Computer Aided Test Tool) CATT is an SAP test tool for grouping and automating repetitive business transactions in test runs and text modules. It is included in the ABAP Workbench and enables you to bundle business transactions in reusable test procedures for automated testing. Change Management The handling of R/3 objects as they change from one environment to another. This movement may be from an enterprise and business perspective (where the organization or the way an enterprise makes business changes) or it may be from an IT perspective (where an organization changes systems or moves from one system release to a more current one). In AcceleratedSAP, a Change Management Roadmap is being developed. Within ASAP Project Management, change management refers to the management of changes in scope, budget, timeline and resources. Client In commercial, organizational, and technical terms, a self-contained unit in the R/3 System with separate master records and its own set of tables. Client copy Function that allows you to copy a client within the same R/3 System or to another R/3 System. System settings determine what will be copied: Customizing data, business application data and/or user master records. Client-dependent Customizing Customizing which is specific only to one client. Settings in client-dependent tables are valid only in
  171. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; the client which was accessed during the logon process. Client independent Customizing See Cross-Client Customizing. Component Applications in the R/3 System are combinations of components. The components are held in a hierarchy, which can be displayed in the R/3 Reference Model, that describes the functional scope of the applications in a top-down fashion. The number of components and the number of levels an application has in the hierarchical structure depend on its functional scope. Component hierarchy Tool for displaying all application components in the R/3 System. The user interface of the component hierarchy resembles a file manager with a hierarchical structure. You can display either the standard hierarchy of applications delivered with the system or your company-specific applications. The component hierarchy can be displayed using the Business Navigator. Component view One of two navigation paths in the R/3 Reference Model. The component view shows the business application components of the R/3 System in a hierarchical structure. It provides access to the various models in the R/3 Reference Model (for example, processes and business objects). See Process flow view. Concept Check Tool A tool enabling you to carry out quality checks on the project preparation, technical infrastructure and R/3 configuration settings throughout the first two implementation phases of the R/3 project. In this way you are alerted to potential data volume and configuration conflicts that could lead to performance issues if not addressed. Configuration cycle A tightly controlled group of business processes that together constitute an optimal sequence and assembly that is used for configuring and developing the R/3 solution. Conversion The preferred AcceleratedSAP term for the process of establishing interfaces or methods to facilitate the transfer of large amounts of data to an R/3 System (as opposed to the term "data transfer"). Country-specific standard settings In R/3, the settings in a client representing the legal and busines requirements of a country. SAP delivers the German version as standard. By executing a program to generate the "country version",
  172. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; the default settings reflect the country selected. Critical activity Each activity within the IMG has an attribute assigned to it, indicating whether the task is one where the project team should take particular care when reviewing or changing it. This is because SAP has determined that changing the settings for such critical activities after processing transactions could have serious consequences. Control on these activities during and after an implementation is very important. Critical success factors The key areas that have specific impact on the implementation process. They vary for every enterprise; typical factors include: executive sponsoring, change management and control, resources (appropriate, enough and committed), issue resolution, user involvement, clear objectives and scope. Cross-application Refers to tables, entities or processes that relate to more than one business application. Some examples of cross-application components are ALE and Workflow. Cross-client Customizing Customizing which is specific to more than one client. Settings in cross-client tables relate to all clients, regardless of which client was accessed during the logon process. Customer Input form (CI form) A standard template for gathering data on business processes. The customer input template can be modified to reflect the specific areas of an implementation project and is used in conjunction with the business process questions. Customizing Method in the R/3 System with which you install SAP functionality in your company quickly, safely, and cost-effectively, tailor the standard functionality to fit your company's specific business needs, and document and monitor the implementation phases in an easy-to-use R/3 project management tool. Customizing in the R/3 System is done via the Implementation Guide (IMG). Customizing Cross-System Viewer Tool for comparing Customizing objects. The Customizing Cross-System Viewer compares Customizing objects in two logical systems, where logical systems are clients either in the same R/3 System, or in different R/3 Systems. Customizing object Combination of Customizing tables/views that, according to business criteria, belong together and
  173. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; must therefore be maintained and transported together. You define a Customizing object via an IMG activity. Customizing project A Customizing project can be   an implementation project: an implementation project includes all the functionality that is introduced for productive (live) use at one time.   a release project: a release project covers all the work you do when you introduce a new system upgrade or release.  Cycle concept In ASAP, a method to rapidly evolve and refine the Baseline scope into the finalized R/3 solution by using an iterative development and playback approach. There are multiple cycles within a project, each possessing an additional level of granularity, building upon one another, until the R/3 solution has been realized. 186 Data model Conceptual description of data objects, their attributes, and the relationships between them. There are different types of data models that depend on the data structures to be defined. Example: relational data model. Delta Customizing Customizing activities that are required if you want to use new functions in existing business application components after a system or release upgrade. Delta Customizing covers new features for functions already used in live systems. Development system The R/3 System in which development and Customizing work is carried out. From here, the system data is usually transferred to the quality assurance system. Dominant scenario The primary scenario for an enterprise area which represents a customer‟s requirements. In the Q&Adb, the dominant scenario is used to capture the majority (representing the 80% case) of the customer‟s requirements and prevent having to duplicate similar requirements in many CI forms. This means that answers given to the dominant will be used as a reference for all subordinates. The same procedure can be used for flagging processes. Early Watch Service
  174. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; A diagnostic service for the R/3 System that supports R/3 implementation and productive operation. Support is provided through remote connection between SAP and the customer to help control and resolve problems such as bottlenecks. End user documentation Company-developed documentation for end users, to be used in training prior to going live as well as referenced for policy and procedures. Business Process Procedures can serve as the starting point for end user documentation. End user procedure In ASAP, a template that is provided for building user training materials for all different types of users. It is also used to create user documentation. Enhancement As opposed to the term "modification", an addition to an R/3 standard program made via a user exit provided for making such additions. An enhancement does not change R/3 Repository objects. With the ABAP Workbench you can develop any R/3 Repository Objects you might need. Enhancements are not affected by upgrading to a new release. See Modification. Enterprise area Part of a business area. An enterprise area is a grouping of organization units that have closely linked work and contribute to discrete business processes. The Enterprise Area is the first level of the Process Flow View within the Business Navigator. Examples are Procurement, Logistics, Organization and Human Resources, and External Accounting. Also called Enterprise process area. Enterprise Area Scope Document An Excel spreadsheet used to reference which SAP enterprise areas and scenarios a company will be implementing. It is used in initial scoping of the project, to assign business process owners, and also as a reference to begin the Business Blueprint. Enterprise IMG The Enterprise IMG is a subset of the SAP Reference IMG, generated by selecting the application components and countries to be implemented. You select the required countries and business application components from the Reference IMG, in order to create your Enterprise IMG. The Enterprise IMG contains all the activities that have to be carried out to implement the application components that will be used in the relevant country or countries. Event-controlled process chain (EPC) A graphical display form used in the R/3 Reference Model to describe in detail the logical sequence of business functions and events carried out by the R/3 System. The EPC is the fourth level of the model and may be accessed by drilldown from the scenarios and processes.
  175. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; IMG activity Explanatory description of the steps needed to make a system setting. Activities in the IMG are linked directly to the related Customizing transactions that are used to make the system setting concerned. You can use the IMG activities to record notes that document your system settings. You can also base the recording of IMG project management (status) information on IMG activities. IMG project See Project IMG. IMG project documentation Tracking, controlling and monitoring an IMG project through attaching notes to the activities in the Implementation Guide. The notes may be kept in SAPscript or WinWord. They may be controlled using note types to determine visibility at the project level or overall. Implementation Guide (IMG) Tool for configuring the R/3 System to meet customer requirements. For each business application, the Implementation Guide explains all the steps in the implementation process, tells you the SAP standard (factory) settings, and describes system configuration work (activities). The hierarchical structure of the IMG reflects the structure of the R/3 application components, lists all the documentation to do with implementing the R/3 System, and contains active functions with which you can open Customizing transactions, write project documentation, maintain status information, and support the management of your R/3 System implementation. There are four levels in the IMG:     The SAP Reference IMG, containing all Customizing activities in R/3  The Enterprise IMG, containing the subset generated for an enterprise  Project IMG: An subset of the Enterprise IMG for a particular implementation project   Upgrade Customizing IMG: Based either on the Enterprise IMG or on a Project IMG. For a given release upgrade, it shows all the documents linked to a release note.  Implementation strategy An approach to R/3 implementation. The strategy is based on long-term perspectives and includes all the steps planned across the whole enterprise in connection with implementing the R/3 System. Establishing the strategy is an essential part of project preparation and has a great impact on the sequence of implementation projects, in particular for global implementations. There are various implementation strategies: the "big bang" approach (all applications at once), phased (a few applications or business processes at a time), or by a plant or division, etc. Instance An administrative unit which groups together components of an R/3 System that provide one or more services. These services are started and stopped at the same time. All components belonging to an instance are specified as parameters in a common instance profile. A central R/3 System consists of
  176. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; a single instance which includes all the necessary SAP services. Integration Test Plan In ASAP, a test plan that combines the defined resources, time frames, scope and procedures for carrying out integration testing. Integration Testing The testing of a chain of business processes which flow together and/or cross functional boundaries. Integration testing also involves outputs, interfaces, procedures, organizational design, and security profiles. Its focus is on likely business events and high-impact exceptions. International Demonstration and Education System (IDES) A preconfigured R/3 System containing mature sample enterprises that use most of the processes in the R/3 System. Via a simple user guide and a range of master and transaction data, you can work through a multitude of business scenarios. Issue In ASAP, an unplanned activity, project, or business situation that affects business and project goals and delays schedules. An issue may result in changes to scope, budget, timeline, and resources. Knowledge Corner In the Implementation Assistant, a library of reference documents which are helpful during requirements gathering and configuration. The different areas are called Reference Corner (containing Customizing How-To's), Industry Corner (containing industry-specific information), Country Corner (containing country-specific information), Service Corner (containing, for example, the OSS Reference Guide) and Technical Corner (containing, for example, the Guidebook "System Administration Made Easy"). Mandatory activity Each activity within the Implementation Guide has an attribute assigned indicating whether or not the task is one that the project team must revise because SAP standard settings may not be sufficient for particular business requirements. Focus on mandatory activities (for example, by creating a project view) supports a quick implementation. Master data In R/3, data relating to individual objects, which remains unchanged over an extended period of time. Master data contains information that is used in the same manner for similar objects. Examples would be the master data of a supplier containing name, address, and banking information, or the master data of a user in the R/3 System, containing the user's name, authorizations, default printer, etc.
  177. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; Model Graphical representation of any item of business significance in the R/3 System. Together, all models for all of the business applications included as standard are referred to as the R/3 Reference Model. Modification Change made to R/3 standard programs (that is, R/3 Repository objects) to meet the requirements of a particular customer. In the event of changes made by SAP, modified R/3 Repository objects have to be reviewed and, where necessary, adapted. See Enhancement. Operation mode Resource configuration for instances in the R/3 System. An operation mode defines the number of work processes for each service in an instance and the periods when the services are available. In R/3, operation modes support uninterrupted 24-hour operation and automatic switching of work process types. Organization Structure Questionnaires In ASAP, questionnaires designed to facilitate gathering requirements on the company‟s business mission, structure, and processes to allow for an initial mapping of the company‟s business to a proposed SAP organizational structure. See R/3 Structure Modeler. Preconfigured Client (PCC) The preconfigured client is a set of transport files consisting of the most frequently used U.S. and Canadian Customizing settings, such as the Chart of Accounts, Units of Measure, and Layout Sets. The basic processes of MM, SD, and FI/CO are up and running from the first day the client is transported. Preconfigured Industry System Preconfigured R/3 systems, each representing a specific industry. Each preconfigured industry system includes an Industry Model, the industry-specific Customizing settings, sample master data and industry-specific documentation. Process Activity describing the targeted creation or changing of business objects or conditions, usually representing one or more R/3 transactions. EPCs portray processes in detail. Processes show how individual functions in R/3 can be linked to solve a business task. All the functions belonging to a process can be mapped as an EPC. Process flow view 191
  178. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; One of the two ways of viewing the R/3 Reference Model (compare: Component view). The Process flow view provides process-oriented access to the scenarios and processes. It is arranged as a structure containing the levels enterprise areas, scenarios, and processes with functions (EPCs). Process model A type of model contained in the R/3 Reference Model used for describing R/3 processes and scenarios and how they are related to one another. You can display the process model in graphical form as EPCs and value chains. These models can also be displayed and changed using third-party modeling tools (from such vendors as Visio, Intellicorp, and Aris). Production system The live R/3 System used for normal operations. Also termed "productive system" or "delivery system". Project Charter In ASAP, a document containing a clear definition of an enterprise's R/3 implementation goals, including: objectives, scope, implementation strategy, deadlines and responsibilities. The project Charter is drawn up by the project manager as part of the Project Preparation work package in Phase One. Project documentation See IMG Project documentation. Project Estimator (PE) A Pre-Sales tool that provides a baseline estimation of time, resources and costs associated with a specific R/3 implementation. The questions concern the scope, level of company and SAP team expertise, as well as level of complexity of business processes. Using the Project Estimator, you can generate the Enterprise Area Scope Document and a Project plan. Project IMG Acts as a filter on the Enterprise IMG and is used by the project team for processing the IMG activities in their implementation project. It is configured by country and application. You can create views of a Project IMG that limit the selection of IMG activities. These views are mandatory activities, optional activities, critical activities, and non-critical activities. Project Management Planning Tool 192
  179. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; A software program that is used to manage the project implementation process. It provides an outline of steps, durations, start and finish dates, resources, charts, etc. An example would be Microsoft Project. Project Plan In ASAP, an overall plan with three components: the Budget Plan, the Resource Plan, and the Work Plan. Question and Answer Database The Question and Answer Database is a repository of all questions and corresponding company responses that are required to define business requirements and to develop the business solutions in terms of the R/3 Reference Model and R/3 System. This includes business processes, technical, organizational, and configuration questions and answers that are the source for creating the Business Blueprint. Quality Assurance Program See Quality Review Program. Quality assurance system System in which final testing is carried out. Tested, stable development objects and Customizing settings (Customizing object parameters) are transported to the quality assurance system from the development and test system at defined times for final testing. From here, the system data is transferred to the Production system. Quality Review Program ASAP's Quality Review Program assists the executive management and project manager at customer sites in providing a second opinion of the implementation progress towards achieving the project goals. The scope of the review is to investigate the application, as well as technical and project management areas of the implementation. The review looks for good implementation practices while following a prescribed methodology. There are four suggested times to do a quality review during the implementation, however, they can also be determined by the Project Manager and Quality Auditor. Quality check A quality check occurs at the end of each phase in the Roadmap. This check is to be performed by the Project Manager and is intended to provide verification that all activities and tasks were performed, and produced complete and correct deliverables. After each quality check is performed, the next phase can be started. In contrast, the Quality Review Program also assesses the implementation risks and evaluates the implementation on an overall level.
  180. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; R/3 Reference Model Representation of the SAP R/3 System using graphical models. The R/3 Reference Model includes process models and data models/object models. Further models, for example, industry or enterprisespecific models, can be created by reduction using the R/3 Reference Model. The R/3 Reference Model is used to map an enterprise's requirements to R/3. It can be displayed using the Business Navigator or Business Navigator Web. R/3 Repository Central storage facility for all development objects in the ABAP Workbench. These development objects include ABAP programs, screens, and documentation. In addition to all the process models, data models, business objects and business object models, it also includes all their data and their relationships. The ABAP Dictionary forms part of the R/3 Repository. R/3 Structure Modeler An ASAP Accelerator which lets you graphically visualize the R/3 System organizational structures of ® your enterprise using the Structure Modeler Visio template. Please note, you must be a licensed ® Visio user to use this Accelerator. Release note In R/3, information containing all changes introduced in a system or release upgrade. These changes may include functionality that has been withdrawn, added, corrected or changed. Release project (IMG) An implementation project which focuses only on those activities which are relevant due to a new release. The list may be either a project or view reflecting delta or upgrade Customizing activities. Release upgrade Shipment and implementation of new and enhanced R/3 business application components. New releases are shipped at fairly large intervals. Before the new functionality can be used, the system settings and the conceptual design have to be adjusted. Request Management R/3, functionality which supports the creation, control and transport of all Customizing and ABAP Workbench activities or objects between different R/3 Systems, for example, from a quality assurance system to a production system. Resource Plan This plan is a subset of the Project Plan. The resource plan outlines the resources assigned to the R/3 implementation. It displays both the planned number of workdays per month, the actual, and it calculates the variance between the two. It also contains a cumulative planned hours worksheet.
  181. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; SAP Business Workflow Covers technologies and tools for automated control and processing of cross-application processes. It helps coordinate those involved in a given process, the worksteps to be performed, and the data to be processed to increase productivity. SAP Systems Operations Manual A document that contains the SAP standard systems administration procedures and policies. This document should include detailed descriptions, persons responsible, and escalation management plans for all SAP systems management activities. SAPoffice R/3‟s own electronic mail and folder system which enables you to send documents internally and externally and to store them. SAP Reference IMG The Implementation Guide delivered in the standard R/3 version containing all IMG activities. Scenario A pattern for a group of business processes in the R/3 Reference Model. The EPC of a scenario shows the sequential and logical relationships between the processes that belong to the scenario. A scenario can be seen as a chain of business tasks that share a common dependency on either time or an event. Event-driven scenarios are those that are based on a particular event, such as the receipt of a sales order. Time-based scenarios are those that are based not on a particular event, but on the passage of time. Such processes include month-end closing, standard cost revaluation, check run, and possibly data reorganization. Scenario process 195 See Scenario. Scope In ASAP, identifies the business boundaries of what is to be implemented in the way of R/3 functionality. 80% of this is defined in the Baseline scope. Subordinate scenario/process See Dominant scenario/process. Task
  182. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; In ASAP, a specific event to be performed by a project team member. Several tasks make up an activity in the Roadmap. Technical design document A document that contains the technical description of an R/3 implementation. This document includes physical system layout and distribution, printing infrastructure, SAP network topology, and systems management strategies. Transaction An executable R/3 process, such as creating a sales order or booking a goods issue, in the R/3 System. After logon, there are the following levels in the R/3 System: the main menu level, the application level, and the task level. A transaction is a task performed at task level. To execute a transaction starting at main menu level, you either navigate through the menus by choosing the appropriate menu options, or you enter the appropriate four-character transaction code in the command field and go directly to the task level. Transport request In R/3, a document for copying corrections from one system type to another system type. Corrections that have been released can be entered in a transport request. When you release a transport request, the transport is carried out. For example, corrections may be transported from a development system to a quality assurance system. Transport Organizer In R/3, a tool for preparing and managing transports which support the distribution of developments in the system group by the ABAP Workbench and Customizing Organizer, a tool for managing Customizing projects in the R/3 System. 196 Transport system See Transport Organizer. Upgrade Customizing Comprises the IMG activities required to continue using the application components when a new release is installed. It bundles changes to functions already in productive use. User exit Point in R/3 at which a customer's own program can be called. In contrast to customer exits, user exits allow developers to access program components and data objects in the standard system. Upon upgrading, each user exit must be checked to ensure that it conforms to the standard system. There are User exits that use includes. These are customer enhancements that are called from the
  183. KMR Software Services Pvt Ltd www.kmrsoft.com ; Email : kmrss.sap@gmail.com; Mobile : +91 9966 003349; Skype : KMRSS.SAP ; program. Secondly, there are User exits that use tables. These are used and managed directly via Customizing. Value chain In the R/3 Reference Model, an aggregated representation of business scenarios across enterprise areas. Value chains can be defined for a particular type of business or industry, showing the overall course of a business process across enterprise areas. On a highly aggregated level, the value chains show how business scenarios are linked. Industry-specific value chains also help customers to identify their business processes on an aggregated level. View Cross-application view of several tables in the ABAP Dictionary. When you create a table, you assign a key to it. However, the fields in the key may be inadequate for solving some problems, so you can generate a view from several tables or parts of tables. A view-led Customizing transaction is used for configuring tables for simple business objects. Viewled transactions group together all relevant fields for a Customizing object in a view. View Cluster Grouping of Customizing objects which logically or hierarchically are allocated to a complex business object. Workbench Organizer Tool for managing central and decentralized software development projects in the ABAP Workbench. 197 Workflow See SAP Business Workflow. Work Package In ASAP, a group of activities designed to accomplish a major portion of a Roadmap phase. Work Plan A subset of the Project Plan, containing a detailed set of phases, workpackages, activities, and tasks from the ASAP Roadmap. This information is organized in a project management planning tool such as MS-Project. A Gantt Chart is usually contained within this work plan to view timelines, dependencies and resources.

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