This document provides an overview of PI sheets in SAP, which can be used to inform production operators of steps to perform. There are two types: ABAP-based and browser-based. Browser-based PI sheets are configured by defining master data like materials and BOMs, transporting standard SAP settings, creating control recipes and destinations, defining process message characteristics, assigning process instructions to recipes, releasing control recipes to generate PI sheets, and using the sheets to record operator inputs and update order data. PI sheets allow recording of various production activities and values in a flexible manner.

1. A Beginner's Guide To PI sheets
Introduction:
PI Sheets in general can be used to describe the total production process or a part of it. The PI sheet is
used to inform the process operator about the individual production steps that need to be performed.
Apart from control information, the PI sheet can contain input fields and pushbuttons. You can, for example,
define fields into which you want the process operator to enter the quantity of material components
consumed for a phase. The material withdrawals must then be posted as goods issues in inventory
management. You can use process messages to automatically carry out this function.
In General there are two types of PI sheets in Normal SAP
1. ABAP based PI sheets
2. Browser based PI sheets
We shall concentrate on the later version that is browser based PI sheets
1 Master Data:
1. Material Master
2. BOM
3. Master Recipe.
2 Configuration Requirements
In the initial step transport all the predefined characteristics, message categories and display variants
predefined by SAP from the reference client to our logon client.
SPRO-->Production planning for Process industries-->Process management-->Standard settings
Here transport all the standard settings to your local client.

2. 3 Control Recipes and Control Recipe Destinations
Control recipes are used to transfer the control data defined in the process order by the user to the process
control. The control data like process instructions assigned to the phase are transferred to their respective
destinations assigned in the phase.
Control Recipe Destinations: SAP standard has Four types of recipe destinations defined
1. Transfer to ABAP list based PI sheet
2. Download to ext. system, initiated by SAP process management
3. Download to ext. system, initiated by ext. process control
4. Transfer to browser-based PI sheet
Path: SPRO-->Production planning for Process industries-->Process management-->Decentralized
Process Management -->Define and Set Up Control Recipe Destinations
Here in the work area enter the plant and select enter. Now double click the HTML-PI sheet (05) to open it.
Here it has the destination type 4 which will enable to create browser based PI sheets. In the destinations ,
we can assign digital signatures for the process steps. Here we can have levels of approvals defined for the
process step.
4 ProcessMessage Characteristics
There are standard process message characteristics available in SAP which can be transported to the local
client.
All standard characteristics for process messages starts with ‘PPPI’ and cannot be changed. If we require
additional characteristics then user can create them as per the business requirement.
Path: SPRO-->Production planning for Process industries-->Process management--> Process
Messages-->Define Characteristics for Process Messages
Process Messages and Destinations: Process Messages are used to transfer the process data from
process control to the defined destinations. Process messages trigger various business functions such as
GI, GR, mail trigger, data transfer to external system etc. The actual data entered in the system are
transferred to the respective work areas defined in the destinations. The process message categories
contains the process instruction characteristics, message destinations and the characteristics which the
destination needs to update. Standard SAP contains several Process messages which can be transported
to the local client; in addition we can create new messages with destinations as per the business need.
Path: SPRO-->Production planning for Process industries-->Process management--> Process
Messages-->Define and Set Up Process Message Categories

3. The message categories will have process instruction characteristics assigned
Each Message will have destinations with their respective address assigned

4. We can create multiple destinations in a single message category. Now each destination needs to be
assigned characteristics to update the target fields
5 Assigning ProcessInstructions to Master Recipe
Open the master recipe in change mode and go to operations header screen. Here we can assign the
activities which needs to be carried out through PI sheets to each phase as per the business requirement.

5. Select the phase for which you want to assign the instructions and click on Process Instructions .In the next
screen assign the process instruction categories to the selected phase and click on simulate PI sheet. This
will display the output format of the PI sheet if there is no error in the assignment
The simulation will not work if there is any error in the characteristics assigned. After assigning successfully
save the Master Recipe.
6 Releasing Control Recipes
Now create the process order as usual and once you release the order the ‘Generate Control Recipe’
indicator gets enabled, click on this indicator to release the recipes and save the order.

6. Upon successful release of control recipes go to T code CO53 to convert the recipes to PI sheets In the
initial screen enter the order number and press ‘display’

7. In the next screen select the recipe and press -send, this action will generate PI sheets
Now go to T code CO60 and open the PI sheet which has been generated for this order. Here enter the
plant, order number and execute (F8)
In the next screen select the PI sheet and press ‘maintain PI sheet’ This will open the PI sheet in Change
mode

8. 7 PI Sheets
We can have a wide array of instructions assigned for each phase. Phase 0020 has the following assigned
1. Standard operating Procedure – here we can enter the instructions which the user needs to do and check
while performing operation 20. If DMS is integrated with PI sheet we can assign drawings and PDF files if
required
2. The table is used to enter the GOODS ISSUE quantity for the order, this is just a sample configuration so we
can have the material number assigned. The + mark at the bottom of the table allows to add multiple lines so
that we can have partial GI’s and also to enter for multiple materials. This is enabled by using ‘Repeated
Data Request’ in the instructions
3. ‘GO TO MIGO’ tab allows the user to go directly to MIGO, likewise we can go to any transaction which is
required, it is also possible to open a blank SAP screen.
Phase 0040 is used to record the temperature, data and time of the reading, this will be only for information

9. and it will not update any table records. This can be used in process industries where it is required to record
a measured value like temperature, pressure etc.
Each step can also be incorporated with ‘Digital Signatures’. This will help track the data entry user and also
the time (Records of signature will be available in DSAL)
Phase 0080 can be used to carry out GR for materials, here again we can add a wide array of instructions
like batch, final delivery etc.
Data required for phase wise confirmation, time ticket confirmation etc can all be incorporated in a PI sheet.
QM results recording can be carried in the same manner as above or can be done through a call transaction.
Once the user enters the values in PI sheets the data needs to be transferred so that it will update the order.
This can be done through T code CO54.
In CO54 enter the order number and press message list
Here select the process messages and press send, the data will get transferred to their respective locations.

10. Now open the process order and check the goods movement carried out through PI sheets
This is just an overview document, apart from the above a wide array of activities like time ticket, final
delivery, simple signature, digital signatures with authorization levels etc can be done through a PI sheet.