• Master real-life business processes, asset structuring, and customizing
• Discover tips and tricks for implementing daily operations
• Explore interfaces, reporting, and technologies—MAM, RFID, SOA, NetWeaver Portal, and much more

Learn how to successfully structure your technical systems and business processes in plant maintenance using SAP Enterprise Asset Management (EAM). You’ll learn the ins and outs of plant maintenance with SAP, including essential customization settings and processes—from refurbishment to condition-based maintenance. This updated edition is based on SAP ERP 6.0, and includes expanded information on subcontracting, inspection rounds, easy document management, and much more.

Business Processes and Customizing
Explore the important processes and their setup in the SAP system. You‘ll learn all about the various maintenance categories, including repair, external processing, and calibration of test equipment.

Special Topics
Learn how EAM interacts with other components, how to create reports, and which new technologies
are really useful. You’ll also learn how to improve the usability of your system.

Real-World, Practical Information
Use each chapter’s practical tips for customizing and daily operations. You’ll also find an entire chapter dedicated to success and risk factors in a project.

New in This Edition
This second edition is based on SAP ERP 6.0 enhancement package 4, and contains new sections on pool asset management, shift notes and shift reports, subcontracting, inspections rounds, and SAP Easy Document Management.

Highlights

• Structuring of Technical Systems
   - Functional locations, equipment, materials,BOMs
• Business Processes
   - Planned and preventative plant maintenance, immediate repair, subcontracting, refurbishment, condition-based and project-based maintenance, and much more
• Integration
   - Interfaces to external systems, integration within SAP ERP
• Plant Maintenance Controlling
   - Reporting, budgeting
• New Information Technologies
   - SAP NetWeaver Portal, cFolders, Asset Management, RFID, SOA

The Author

Karl Liebstückel is Professor of Information Management and Business Software at the Wüzburg-Schweinfurt University of Applied Sciences, Germany. He is also Chairman of the German SAP User Group (DSAG) and leads its Plant Maintenance and Service Management work group.

Table of Contents

• ... Preface ... 13
• 1 ... About this Book ... 15
• 1.1 ... Target Audience ... 16
• 1.2 ... What this Book Can and Cannot Do ... 18
• 1.3 ... Structure of this Book ... 18
• 2 ... Plant Maintenance and SAP: A Contradiction? ... 23
• 2.1 ... Plant Maintenance Today: New Ideas Need New Space ... 24
• 2.2 ... New Maintenance Terminology ... 26
• 2.3 ... Development of Maintenance Strategies ... 29
• 2.4 ... Development of SAP Plant Maintenance ... 31
• 2.5 ... SAP ERP 6.0 ... 32
• 3 ... Organizational Structures ... 39
• 3.1 ... SAP Organizational Units ... 39
• 3.1.1 ... The Plant from a Maintenance Perspective ... 39
• 3.1.2 ... Maintenance-Specific Organizational Units ... 40
• 3.1.3 ... Other General Organizational Units ... 42
• 3.1.4 ... Plant-Specific and Cross-Plant Maintenance ... 43
• 3.2 ... Work Centers ... 45
• 4 ... Structuring of Technical Systems ... 53
• 4.1 ... Actions Before Mapping Your Technical Systems in the SAP System ... 53
• 4.2 ... SAP Resources for Structuring Technical Systems and How to Use Them ... 65
• 4.2.1 ... Functional Locations and Reference Functional Locations ... 65
• 4.2.2 ... Equipment and Serial Numbers ... 76
• 4.2.3 ... Links and Networks ... 85
• 4.2.4 ... Material and PM Assemblies ... 87
• 4.2.5 ... Bill of Material ... 91
• 4.2.6 ... Classification ... 96
• 4.2.7 ... Product Structure Browser ... 102
• 4.2.8 ... Special Functions ... 103
• 5 ... Business Processes ... 129
• 5.1 ... What You Should Do Before You Map Your Business Processes in the SAP System ... 130
• 5.2 ... Planned Repairs Business Process ... 137
• 5.2.1 ... Notification ... 138
• 5.2.2 ... Planning ... 154
• 5.2.3 ... Controlling ... 180
• 5.2.4 ... Processing ... 195
• 5.2.5 ... Completion ... 197
• 5.3 ... Immediate Repairs Business Process ... 204
• 5.4 ... Shift Notes and Shift Reports ... 210
• 5.5 ... External Assignment Business Process ... 217
• 5.5.1 ... Basic Principles of External Assignment ... 217
• 5.5.2 ... External Services as an Individual Purchase Order ... 219
• 5.5.3 ... External Services with External Work Centers ... 224
• 5.5.4 ... External Services with Service Specifications ... 228
• 5.6 ... Refurbishment Business Process ... 231
• 5.7 ... Subcontracting Business Process ... 242
• 5.8 ... Preventive Maintenance Business Process ... 250
• 5.8.1 ... Basic Principles of Preventive Maintenance ... 251
• 5.8.2 ... Objects of Preventive Maintenance ... 253
• 5.8.3 ... Maintenance Task Lists ... 257
• 5.8.4 ... Preventive Maintenance – Time-Based ... 264
• 5.8.5 ... Preventive Maintenance – Performance-Based ... 282
• 5.8.6 ... Preventive Maintenance – Time- and Performance-Based ... 290
• 5.8.7 ... Inspection Rounds ... 296
• 5.9 ... Condition-Based Maintenance Business Process ... 301
• 5.10 ... Calibration Inspection Test Equipment Business Process ... 305
• 5.11 ... Pool Asset Management Business Process ... 312
• 5.12 ... Project-Based Maintenance Business Process ... 319
• 5.12.1 ... SAP Project System ... 319
• 5.12.2 ... Maintenance Event Builder ... 324
• 6 ... Integrating Applications from Other Departments ... 329
• 6.1 ... How Other Departments Are Involved ... 329
• 6.2 ... Integration Within SAP ERP ... 330
• 6.2.1 ... Materials Management ... 331
• 6.2.2 ... Production Planning and Control ... 339
• 6.2.3 ... Quality Management ... 344
• 6.2.4 ... Financial Accounting ... 344
• 6.2.5 ... Controlling ... 349
• 6.2.6 ... Real Estate Management ... 359
• 6.2.7 ... SAP ERP Human Capital Management ... 361
• 6.2.8 ... Service and Sales ... 365
• 6.3 ... Integration With Other SAP Software ... 368
• 6.3.1 ... Integration with SAP NetWeaver MDM ... 368
• 6.3.2 ... Integration with SAP SRM ... 370
• 6.4 ... Integration With Non-SAP Systems ... 372
• 6.4.1 ... Operations Monitoring Systems ... 373
• 6.4.2 ... Operations Information Systems ... 375
• 6.4.3 ... Service Specifications and Activity Recording ... 379
• 7 ... Plant Maintenance Controlling ... 381
• 7.1 ... What Plant Maintenance Controlling is About ... 381
• 7.2 ... SAP Tools for Acquiring Information and How to Use Them ... 385
• 7.2.1 ... SAP List Viewer ... 386
• 7.2.2 ... QuickViewer ... 392
• 7.2.3 ... SAP ERP Logistics Information System ... 396
• 7.2.4 ... SAP NetWeaver BW ... 405
• 7.2.5 ... Comparison of the LIS and SAP NetWeaver BW ... 414
• 7.3 ... SAP Tools for Budgeting and How To Use Them ... 416
• 7.3.1 ... Order Budgeting ... 416
• 7.3.2 ... Cost Center Budgeting ... 418
• 7.3.3 ... Budgeting with IM Programs ... 419
• 7.3.4 ... Budgeting with WBS Elements ... 422
• 7.3.5 ... Maintenance Cost Budgeting ... 426
• 8 ... New Information Technologies in Plant Maintenance ... 433
• 8.1 ... Internet and Intranet ... 433
• 8.1.1 ... SAP NetWeaver Portal and Roles ... 434
• 8.1.2 ... After-Event Recording ... 438
• 8.1.3 ... Structure Display ... 440
• 8.1.4 ... Electronic Parts Catalogs ... 442
• 8.1.5 ... Easy Web Transaction ... 444
• 8.1.6 ... Collaboration Folders ... 446
• 8.1.7 ... Vision or Reality? ... 448
• 8.2 ... Mobile Maintenance ... 454
• 8.2.1 ... Fundamentals of Mobile Maintenance ... 454
• 8.2.2 ... Paging ... 459
• 8.2.3 ... SAP Mobile Asset Management ... 460
• 8.2.4 ... RFID ... 470
• 8.3 ... Service-Oriented Architecture ... 473
• 9 ... SAP Projects in Plant Maintenance ... 479
• 9.1 ... Possible Process for Your SAP Plant Maintenance Project ... 479
• 9.1.1 ... Implementation Strategy ... 479
• 9.1.2 ... Methodology ... 481
• 9.2 ... General Risk and Success Factors in SAP Projects: An Empirical Survey ... 484
• 9.3 ... Tips for Your Plant Maintenance Project ... 488
• 9.3.1 ... Project Preparation ... 488
• 9.3.2 ... Business Blueprint ... 503
• 9.3.3 ... Implementation ... 509
• 9.3.4 ... Final Preparation ... 510
• 9.3.5 ... Go-Live and Support ... 511
• 10 ... Usability ... 513
• 10.1 ... What Is Meant by Usability? ... 514
• 10.2 ... Assessing Usability ... 518
• 10.3 ... Importance of Usability in Plant Maintenance ... 518
• 10.4 ... SAP System Options to Improve Usability ... 521
• 10.4.1 ... Transaction Variants ... 521
• 10.4.2 ... General User Parameters ... 523
• 10.4.3 ... Maintenance-Specific User Parameters ... 524
• 10.4.4 ... Customizing ... 526
• 10.4.5 ... List Variants ... 527
• 10.4.6 ... Roles and Favorites ... 528
• 10.4.7 ... Customizing Input Help ... 529
• 10.4.8 ... Function Keys and Key Combinations ... 529
• 10.4.9 ... Upstream Transactions ... 530
• 10.4.10 ... Customer Exits ... 533
• 10.4.11 ... GUI XT ... 535
• 10.5 ... Usability Study for SAP ERP 6.0 ... 535
• 10.5.1 ... Preparation and Execution ... 536
• 10.5.2 ... Results ... 540
• 10.5.3 ... Conclusions ... 544
• ... Appendices ... 547
• A ... List of Sources ... 549
• B ... Overviews ... 553
• B.1 ... Functional Comparison of Structuring Resources ... 553
• B.2 ... Functions of Notifications and Orders ... 554
• B.3 ... Integration Aspects ... 557
• B.4 ... Standard Reports of SAP PM-IS ... 562
• B.5 ... Enterprise Services for Plant Maintenance ... 565
• B.6 ... Authorization Objects in SAP EAM ... 571
• B.7 ... Customer Exits for Plant Maintenance ... 572
• C ... The Author ... 577
• D ... Acknowledgments ... 579
• ... Index ... 581