Your SlideShare is downloading. ×
A comprehensive guide to SAP PLM 7.01
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

A comprehensive guide to SAP PLM 7.01

19,276

Published on

PLM 7.01 is the latest version of Product Lifecycle Management software delivered by SAP. This version introduces a web-based interface to many of the SAP objects like materials, documents, BOMs, …

PLM 7.01 is the latest version of Product Lifecycle Management software delivered by SAP. This version introduces a web-based interface to many of the SAP objects like materials, documents, BOMs, routings etc. There are a lot of useful features available in this version including better search, visualization, Engineering Record, better access control inside and outside your organization etc.

The presentation is designed to serve as a comprehensive guide to setting up SAP PLM 7.01. The following topics are covered:

- A quick intro into the different ways of managing changes in the SAP PLM system
- An explanation of the new features of SAP PLM 7.01, including infrastructure requirements and the new front end, SAP NetWeaver® Business Client (NWBC)
- A look at the security setup required to enable SAP NetWeaver Business Client
- A detailed look at the new Engineering Record, including configurations, extension capabilities, and system demos
- An analysis of the process route capability, its strengths and shortcomings
- Tips and tricks from SAP PLM 7.01 project experience

Published in: Business
2 Comments
6 Likes
Statistics
Notes
  • Hi, Do you have any document or a demo explaining how to Link custom screens or reports to the Engineering Record using either buttons or Additional Functions drop down. My requirement is to link a custom report to the Additional functions drop down on Specification Management. Both technical and configuration. Thanks in advance.
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • http://dbmanagement.info/Tutorials/SAP.htm
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
No Downloads
Views
Total Views
19,276
On Slideshare
0
From Embeds
0
Number of Embeds
6
Actions
Shares
0
Downloads
0
Comments
2
Likes
6
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Assisting Companies LeverageInvestments in SAP Solutions A comprehensive guide to SAP PLM 7.01 by Shobhit Singhal
  • 2. In This Presentation…Assisting Companies LeverageInvestments in SAP Solutions  A quick intro into the different ways of managing changes in the SAP PLM system  An explanation of the new features of SAP PLM 7.01, including infrastructure requirements and the new front end, SAP NetWeaver® Business Client (NWBC)  A look at the security setup required to enable SAP NetWeaver Business Client  A detailed look at the new Engineering Record, including configurations, extension capabilities, and system demos  An analysis of the process route capability, its strengths and shortcomings  Tips and tricks from SAP PLM 7.01 project experience 2
  • 3. Change Management in SAPAssisting Companies LeverageInvestments in SAP Solutions  SAP supports engineering change management (ECM)  Simple to highly complex change processes  Variety of industries, from normal discrete manufacturing to medical devices  Via ECM, changes to key product are controlled, including:  Materials, BOMs, drawings, documents, configurations, variant configuration, etc.  Workflow enablement  Pushing information to right people at right time  Capture digital signature (FDA 21 CFR Part 11)  Full traceability  Where is the change? What changes are open? 3
  • 4. Existing Options for Change Management in SAP ERPAssisting Companies LeverageInvestments in SAP Solutions  Most SAP customers have implemented change management in their landscape in one of the following ways:  Use change masters  Simple and linear change process with not much collaboration  Use ECR/ECO  More controlled process following system status network  Use SAP quality notifications to manage the content collection and link these to ECR/ECO or change masters  Most controlled, yet flexible process  Best solution where heavy collaboration is needed  Can help meet compliance needs most efficiently 4
  • 5. What’s New with Change Management in SAP PLM 7.01Assisting Companies LeverageInvestments in SAP Solutions  A new object called Engineering Record is introduced which comes pre-integrated with change masters and/or ECR/ECO  The Engineering Record is intended to:  Replace any paper forms you utilize today to request or process changes  Replace any SAP quality notifications you may be using in your change management process  Act as the primary content collection tool for the entire process  Better search and visualization across your SAP system  Ad hoc workflow capability  Better reporting  Better user interface using SAP NetWeaver Business Client 5
  • 6. Differences Between SAP 7.0 and 7.01Assisting Companies LeverageInvestments in SAP Solutions  Product structure management (streamlined version of iPPE PVS and assemblies)  Engineering Record for more flexible ECR/ECO processing  Guided structure synchronization for transition from engineering to manufacturing (or other type) BOMs  Manufacturer parts visibility  Support of automotive long material number  Enhancements of engineering desktop  Other PLM Web UI enhancements 6
  • 7. SAP PLM 7.02Assisting Companies LeverageInvestments in SAP Solutions  Coming attractions: PLM 7.02 – SAP ERP 6.0 enhancement pack 6  Status and release management  New “Status” tab in Web UIs of many objects with more control over status transitions  Visual assembly  Reduce process time to generate manufacturing BOM  Bill of material redlining  No kidding!  Document browser  Easy DMS type functionality within Web UI  Guided structure synchronization enhancements 7
  • 8. PLM 7.01 — Infrastructure RequirementsAssisting Companies LeverageInvestments in SAP Solutions  PLM 7.01 released as part of SAP ERP 6.0 enhancement pack 5  Latest service packs  Being a newer release, it is always recommended to have the latest available service packs to avoid problems  Any required SAP Notes (refer to documentation)  TREX  To enable advanced search capabilities  SAP NetWeaver Business Client (front end)  New functionality of SAP PLM 7.01 Web UI is not accessible via traditional SAP GUI  E.g., you cannot get to the Engineering Record in the SAP GUI 8
  • 9. New Interface — SAP NetWeaver Business ClientAssisting Companies LeverageInvestments in SAP Solutions  SAP NetWeaver Business Client is a rich UI client acting as the main entry point to SAP applications  SAP NetWeaver Business Client comes in two flavors:  SAP NetWeaver Business Client for Desktop  Power user  SAP NetWeaver Business Client for HTML  Casual user  SAP NetWeaver Business Client is also available inside your SAP Portal  SAP PLM 7.01 functionality is the same, no matter which front end is used for access  Each user sees the menu structure based on his/her SAP security roles 9
  • 10. New Interface OverviewAssisting Companies LeverageInvestments in SAP Solutions  New functionality of SAP PLM 7.01 Web UI is not accessible via traditional SAP GUI  E.g., You cannot get to the Engineering Record in the SAP GUI 10
  • 11. Quick SearchAssisting Companies LeverageInvestments in SAP Solutions  Cross-object search functionality with support of new object types like change records, product families, recipes, specifications, etc.  One place to search the complete system  Same look and feel for all major PLM objects  Search based on a full text search  Flexible and extendable 11
  • 12. Quick SearchAssisting Companies LeverageInvestments in SAP Solutions 12
  • 13. Object NavigatorAssisting Companies LeverageInvestments in SAP Solutions  The object navigator is a flexible display tool, which provides navigation help for complex object relations on an integrated user interface  Easy way to look up material where-used information, linked documents, open changes, etc.  The starting point of the object navigator is the central object that you load in the object navigator  The system displays the objects that are related to the central object in the views of the object navigator  You can display a complex structure using the relations that you have defined for a view in Customizing for the object navigator  Bread crumb trails provides easy navigation 13
  • 14. VisualizationAssisting Companies LeverageInvestments in SAP Solutions  The first thing you will notice when working with SAP PLM 7.01 is that visualization is everywhere  Example: With Quick Search you can see a preview of the part you are looking at 14
  • 15. Setting up the SAP NetWeaver BusinessAssisting Companies Leverage Client Menu StructureInvestments in SAP Solutions The SAP NetWeaver Business Client menu structure depends solely upon the security roles assigned to the user Each user needs to have at least one user role assigned to them that has a menu structure 15
  • 16. What Can Be Added in the User MenuAssisting Companies LeverageInvestments in SAP Solutions  You can add various types of links inside the menu by clicking the Transaction button  Transaction codes  Web Dynpro screens  Online help links, e.g., SharePoint page  Web pages (URLs)  Excelsius dashboards  Etc. 16
  • 17. Translation of PFCG Role into SAPAssisting Companies Leverage NetWeaver Business Client Menu StructureInvestments in SAP Solutions SAP GUI SAP NetWeaver Business Client
  • 18. Migration of Existing Security RolesAssisting Companies LeverageInvestments in SAP Solutions  Clean up of existing security roles may be required before they can be used inside the SAP NetWeaver Business Client  The following things need to be taken into account:  Is the menu needed in SAP NetWeaver Business Client?  If not needed, then hide the menu  Is the menu cleanly structured and simple to navigate?  Most standard roles have a menu made up of a list of t- codes without any structure  Note that unless all roles are cleaned up and migrated to SAP NetWeaver Business Client, there may be a two GUI environments during the transition period 18
  • 19. Introduction to Engineering RecordAssisting Companies LeverageInvestments in SAP Solutions  Engineering Record was introduced as a new object in EHP5  Engineering Record is a flexible object that controls the planning and execution of changes  SAP delivers two types of engineering records: ECRD (date effectivity) and ECRP (parameter effectivity)  The Engineering Record is meant to help group your change objects and guide them through a controlled engineering change process  Supports ECR/ECO process  Embedded ad hoc workflow capability using process route  Integration to Business Context Viewer (BCV) for real- time reporting 19
  • 20. Structure of Standard Engineering RecordAssisting Companies LeverageInvestments in SAP Solutions  A standard engineering record includes the following sections:  Header data  Enter description, priority, reason for change, status, etc.  Auto-generated change master number shows up here as link  Change item data  Change Items tab  Process Route tab  Notes tab  Documents tab  Administrative Data tab  Authorizations tab 20
  • 21. Linking Objects to Engineering RecordAssisting Companies LeverageInvestments in SAP Solutions  You can add a lot of different objects to the Engineering Record and include them on your change  Materials  Bills of Materials  Document Information Records  Specifications  Recipes  Etc.  The list of available objects is configurable  You can customize what additional information you want to capture along with the object  E.g., disposition, material revision, document status, cost, etc. 21
  • 22. Configuration — Where to Find ItAssisting Companies LeverageInvestments in SAP Solutions  All configuration items related to PLM 7.01 are stacked under Logistics – General  PLM  A few configuration items like Status Network and Case Type definition are found under Case Management  All others are listed under Logistics – General  PLM  PLM Web User Interface  Engineering Record-specific configuration menu can be found under Objects in PLM Web UI  Engineering Record 22
  • 23. Configuration — Initial Setting Up ofAssisting Companies Leverage Engineering RecordInvestments in SAP Solutions  Two default ECR types are delivered out of the box. You can create custom ones as required 23
  • 24. Configuration — Status NetworkAssisting Companies LeverageInvestments in SAP Solutions  Status Network for Engineering Record is under the Case Management customizing 24
  • 25. Configuration — Status Based Field ControlAssisting Companies LeverageInvestments in SAP Solutions  Logistics – General  PLM  PLM Web User Interface  Objects in PLM Web UI  Engineering Record  Status-Based Field Control  Here you can:  Define the field properties of the header and change items per Engineering Record status  Fields can be set to Editable, Mandatory, Read Only, Inactive, or Invisible  Determine the prerequisites to be able to set a status  E.g., value in a certain field should be within a certain range in order to be able to set a certain status 25
  • 26. SAP NotesAssisting Companies LeverageInvestments in SAP Solutions  Recommendation – keep an eye out for the latest SAP Notes on service.sap.com (login credentials required)  From project experience we have found that there are a lot of SAP Notes being released in the PLM 7.01 space  These SAP Notes are generally corrections to bugs found on current implementations 26
  • 27. Latest Enhancements Delivered ThroughAssisting Companies Leverage SAP NotesInvestments in SAP Solutions  Electronic Signature in the Engineering Record  SAP Note 1643197  Once the Engineering Record transitions to a status with signature, a pop-up to sign with SAP GUI password is presented  Electronic Signature in PLM WEB UI Inbox  SAP Note 1643594  The PLM Web UI inbox now supports digital signatures for all objects (workflow template WS2000018 is delivered)  Many other enhancements as requested by SAP customers  Collective SAP Note 1643532  E.g., filter option for search results 27
  • 28. Extension Capabilities of the EngineeringAssisting Companies Leverage RecordInvestments in SAP Solutions  The Engineering Record is a flexible object that can be extended to meet your process needs  Some of the possible extensions are:  Add, change, or delete tabs  Add custom fields or links  Link custom screens or reports to the Engineering Record using either buttons or Additional Functions dropdown  SAP PLM 7.01 development is based on SAP Web Dynpro, and developers need to be familiar with this technology in order to adjust or enhance the standard objects 28
  • 29. Extending the Engineering RecordAssisting Companies LeverageInvestments in SAP Solutions  The Web Dynpro application for Engineering Record is /plmu/wda_ecr_app_oif  To make any change to the standard layout of the Engineering Record, use the application configuration /PLMU/WDA_ECR_APP _OIF_CFG and copy it to create a custom one  Inside this custom configuration, you can make the required changes using the configurator  To add or change tabs, you will need to create your own Web Dynpro components and assign them using the configurator 29
  • 30. Process Route — OverviewAssisting Companies LeverageInvestments in SAP Solutions  A process route is a collection of individual workflow tasks listed in serial, parallel, or both  Process route is a new feature released as part of EHP5 30
  • 31. Process Route — Overview (cont.)Assisting Companies LeverageInvestments in SAP Solutions  The Process Route tab is integrated into all of the Web UI versions of standard objects like Material Master, BOMs, Engineering Record, etc.  Users have the option to either load a predefined process route, or create a new one as required  A process route supports ad hoc definition of processes by end users by letting them:  Insert/change/delete steps  Assign process route containing parallel and/or sequential tasks  Assign task agents  Easy-to-use user interface 31
  • 32. Process Route — Strengths and WeaknessesAssisting Companies LeverageInvestments in SAP Solutions • Strengths • Reduced configuration and development effort compared to classic SAP workflow • Ability to save templates for defined processes • Allows for a flexible process • Weaknesses • Process route is not decision-based. All steps need to be executed in the same order as listed. • Does not support loops (e.g., rework or rejection loop) • Does not support complex agent determination logic Based on project experience, a process route may be useful in case of simple business processes that are not decision- based, need rework loops, or conditions 32
  • 33. What Seems to Work Well and What Doesn’tAssisting Companies LeverageInvestments in SAP Solutions  SAP NetWeaver Business Client has been well received by users across the board  The Engineering Record is a very powerful tool and it can be extended to capture all required fields and forms  Once the custom fields and tabs have been created, it’s now possible for functional consultants and even the internal IT team to design the screen layout as they see fit  A process route is a great tool for triggering ad hoc workflows  Whitelist for Web UI version of Document Management (DMS) has been known to be a challenge to set up and roll out  This may have been fixed by some SAP notes 33
  • 34. Some Extension IdeasAssisting Companies LeverageInvestments in SAP Solutions  Toggle text  This is a great tool to show context help directly on the screen  Detailed change log for individual fields  Out-of-the-box change log is only for status changes  An enhanced change log is required for certain industries with strict compliance requirements  Custom where-used functionality and auto copying the resulting objects onto the Change Items tab  If your product structure is too complex, consider developing a where-used functionality using Web Dynpro 34
  • 35. Some Extension Ideas (cont.)Assisting Companies LeverageInvestments in SAP Solutions  Status-based field control  OOTB solution adds some restrictions where the users are forced to fill out the mandatory fields before switching tabs  Consider using custom code to perform checks which reads the configuration table only when user clicks Save  Attachments  OOTB solution forces users to create DIRs and then link them to the Engineering Record  You may create a custom screen where users can pick a file from their local machine and attach it to the Engineering Record using one click 35
  • 36. Additional ResourcesAssisting Companies LeverageInvestments in SAP Solutions  http://help.sap.com/saphelp_ppm50/helpdata/en/16/70 c9004ced4a2ebf141387585a8819/frameset.htm  Configuration help on Engineering Record  http://help.sap.com/saphelp_nw70ehp2/helpdata/en/3 1/8dd113b8ba4832aeaafb4b756e1eed/frameset.htm  More details on SAP NetWeaver Business Client including installation, configuration, and role maintenance  Johan Malmström, “What’s New for SAP PLM 7.01 in Enhancement Package 5” (SAP AG, May 2010).  www.adfahrer.com/SIG/Attachments/100511_SAP_ PLM_7_01.pdf  LeverX Webinar Series – Essentials of ECM with SAP PLM 7.01  http://youtu.be/xkNRZKCsFRY  My website sapplmworld.com 36

×