Table of Contents

Open all
Close all
Acknowledgments
11
1 About This Book
13
1.1 Target Audience
14
1.2 What This Book Can and Cannot Do
15
1.3 Structure of This Book
16
1.4 How to Read This Book
17
2 SAP Projects in Plant Maintenance
21
2.1 A Possible Process for Your SAP Plant Maintenance Project
21
2.1.1 Implementation Strategy
21
2.1.2 Methodology
23
2.2 General Risk Factors and Success Factors in SAP Projects: An Empirical Survey
28
2.2.1 Risk Sources
28
2.2.2 Success Factors
31
2.3 Tips for Your Plant Maintenance Project
32
2.3.1 Phase 1: Project Preparation
33
2.3.2 Phase 2: Business Blueprint
60
2.3.3 Phase 3: Realization
67
2.3.4 Phase 4: Final Preparation
69
2.3.5 Phase 5: Go-Live and Support
70
2.3.6 Phase 6: Operate
70
3 Organizational Structures
73
3.1 General SAP Organizational Units
74
3.1.1 Company Code
75
3.1.2 Controlling Area
78
3.1.3 Plant General
82
3.2 The Plant from a Maintenance Perspective
85
3.3 Maintenance-Specific Organizational Units
89
3.4 Work Centers
93
4 Generic Functions
105
4.1 Object Information
106
4.2 Status Management
108
4.3 Number Assignment
114
4.4 Warranties
117
4.5 Measuring Points and Counters
121
4.6 Permits
125
4.7 Partners
127
4.8 Documents
133
4.9 Field Selection
142
4.10 List Variants
146
4.11 Multilevel Lists
150
5 Structuring of Technical Systems
153
5.1 Structuring Elements
153
5.2 Functional Locations and Reference Functional Locations
155
5.3 Equipment
167
5.4 Fleet Management
177
5.5 Links and Networks
186
5.6 Linear Asset Management
189
5.7 Materials and Assemblies
201
5.7.1 Material Types
202
5.7.2 Field Selection
218
5.8 Serial Numbers
225
5.9 Bill of Material
232
6 Maintenance Processing
243
6.1 Notifications
245
6.1.1 Notification Types
247
6.1.2 Catalogs and Catalog Profiles
261
6.1.3 Other Functions
269
6.2 Orders
279
6.2.1 Order Types
284
6.2.2 Material Planning
302
6.2.3 Scheduling
330
6.2.4 Capacity Planning
344
6.2.5 Printing
353
6.2.6 Estimated Costs and Costing
363
6.2.7 Order Settlement
380
6.2.8 Project Management and Investment Management
388
6.2.9 Other Functions
397
6.3 Completion Confirmations
408
6.3.1 SAP EAM Completion Confirmations
408
6.3.2 CATS Confirmations
414
7 Preventive Maintenance
419
7.1 Task Lists
421
7.2 Maintenance Plans
431
8 Additional Business Processes
437
8.1 External Processing
438
8.1.1 External Processing as an Individual Purchase Order
439
8.1.2 External Processing with Service Specifications
446
8.2 Refurbishment
454
8.2.1 Material Master
456
8.2.2 Refurbishment Notifications
462
8.2.3 Refurbishment Orders
463
8.2.4 Material Requirements Planning
469
8.3 Subcontracting
471
8.4 Calibration of Test/Measurement Equipment
477
8.4.1 Customizing Functions for Plant Maintenance
479
8.4.2 Customizing Functions for Quality Management
494
8.5 Pool Asset Management
514
8.6 Maintenance Event Builder
533
8.7 Shift Reports and Shift Notes
535
9 Usability
547
9.1 Category 1: The User’s Own Options
549
9.1.1 General User Parameters
549
9.1.2 Maintenance-Specific User Parameters
551
9.1.3 Roles and Favorites
556
9.1.4 List Variants
557
9.1.5 Personalizing Input Help
564
9.1.6 Buttons and Key Combinations
565
9.1.7 Table Controls
565
9.2 Category 2: The IT Department’s Nonprogramming Options
568
9.2.1 Transaction Variants
568
9.2.2 Customizing
575
9.2.3 Action Box
578
9.2.4 GuiXT
579
9.2.5 SAP Screen Personas
586
9.3 Category 3: The IT Department’s Programming Options
589
9.3.1 Upstream Transactions
589
9.3.2 BAPIs
591
9.3.3 Web Interface
593
9.3.4 Customer Exit
596
9.3.5 BAdIs and Enhancement Points
600
9.3.6 Workflow
602
Appendices
609
A Project Plans and Overviews
609
A.1 Functional Scope of SAP EAM and Assignment of Priorities
609
A.2 Authorization Objects in SAP EAM
614
A.3 BAPIs for Plant Maintenance
616
A.4 Customer Exits for Plant Maintenance
623
B The Author
629
Index
631