Table of Contents

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Foreword
17
About This Book
19
Target Audience
21
What This Book Can and Cannot Do
22
Structure of This Book
22
What's New to This Book?
24
Acknowledgments
25
1 Introduction to Plant Maintenance with SAP S/4HANA
27
1.1 Plant Maintenance Today: New Ideas Need New Space
28
1.2 New Plant Maintenance Terminology
29
1.3 Maintenance Strategies over Time
33
1.4 Plant Maintenance over Time in SAP
35
1.5 SAP S/4HANA Application System
36
1.5.1 SAP S/4HANA Overview
37
1.5.2 Enhancement Packages
38
1.6 SAP HANA Database
40
1.7 User Interfaces
42
1.7.1 SAP GUI
43
1.7.2 SAP Business Client
44
1.7.3 SAP Fiori
47
1.8 Summary
52
2 Organizational Structures
55
2.1 SAP Organizational Units
55
2.1.1 The Plant from a Maintenance Perspective
55
2.1.2 Maintenance-Specific Organizational Units
56
2.1.3 Other General Organizational Units
57
2.1.4 Plant-Specific and Cross-Plant Maintenance
58
2.2 Work Centers
59
2.3 Summary
66
3 Structuring of Technical Systems
67
3.1 Actions before Mapping Your Technical Systems in the SAP System
68
3.1.1 Question 1: Which Structuring Resources Should Be Used?
68
3.1.2 Question 2: How Deep Should the Structure Be?
70
3.1.3 Question 3: Which Criteria Should Be Applied to the Structuring of Technical Systems?
72
3.1.4 Question 4: On Which Structure Level Should a Particular Resource Be Used?
72
3.1.5 Question 5: How Are Numbers Assigned?
76
3.1.6 Question 6: Which Information Should You Store?
78
3.1.7 Question 7: How Is the Master Data Incorporated into the SAP System?
79
3.1.8 Question 8: Is It Easy to Delete Data Records?
79
3.1.9 Question 9: Which of the Available Functions Should Be Used?
79
3.1.10 Question 10: Which Strategy Should You Pursue When Recording Master Data?
80
3.2 Functional Locations and Reference Functional Locations
80
3.2.1 Creating Functional Locations: Single Entry
82
3.2.2 Creating Functional Locations: Collective Entry
87
3.2.3 Reference Functional Locations
88
3.2.4 Alternative Labeling
89
3.3 Equipment and Serial Numbers
91
3.3.1 Installing Equipment on Functional Locations/Dismantling Equipment from Functional Locations
92
3.3.2 Placing Equipment in Storage/Removing Equipment from Storage
94
3.3.3 Equipment Hierarchies
97
3.3.4 Functional Comparison between Pieces of Equipment and Functional Locations
99
3.4 Links and Object Networks
100
3.5 Linear Asset Management
102
3.6 Material and PM Assemblies
109
3.7 Bills of Materials
113
3.8 Classification
118
3.9 Product Structure Browser
123
3.10 Asset Viewer
124
3.11 Generic Functions
125
3.11.1 Data Transfers
125
3.11.2 Mass Change of Pieces of Equipment and Functional Locations
128
3.11.3 Measuring Points and Counters
129
3.11.4 Documents
134
3.11.5 Address Management
139
3.11.6 Warranties
140
3.11.7 Partners
143
3.11.8 Permits
144
3.11.9 System Status and User Status
145
3.12 Summary
149
4 Work Order Cycle
151
4.1 Actions to be Taken before Mapping the Work Order Cycle in SAP S/4HANA
151
4.1.1 Question 1: Which Functions Should You Use?
152
4.1.2 Question 2: Should You Use a Notification and/or an Order?
152
4.1.3 Question 3: Which Information Should You Store?
156
4.1.4 Question 4: How Can You Ensure That Users Accept the System?
157
4.1.5 Question 5: What Role Does Business Process Modeling Play?
157
4.1.6 Question 6: When Should You Include the Other User Departments?
157
4.2 Notification
159
4.2.1 Creating a Notification
160
4.2.2 Notification Types
160
4.2.3 Notification Content
164
4.2.4 Flexible Reference Objects
164
4.2.5 Object Information
165
4.2.6 Notification Items
166
4.2.7 Catalogs and Catalog Profiles
167
4.2.8 Classification
170
4.2.9 Partners
171
4.2.10 Addresses
172
4.2.11 Documents
173
4.2.12 Printing
173
4.2.13 System and User Statuses
174
4.3 Planning
175
4.3.1 Creating an Order
176
4.3.2 Order Types
178
4.3.3 Content of Orders
179
4.3.4 Order Operations
180
4.3.5 Responsibilities
181
4.3.6 Scheduling
183
4.3.7 Material Planning
186
4.3.8 Electronic Parts Catalogs
192
4.3.9 Production Resources/Tools
195
4.3.10 Documents
195
4.3.11 Object List
196
4.3.12 Costing and Estimated Costs
197
4.3.13 Order Hierarchy
202
4.3.14 Object Services
203
4.3.15 Do Not Execute Orders
204
4.3.16 To Be Printed Before Order Is Released
204
4.4 Controlling
205
4.4.1 Mass Change of Orders and Operations
205
4.4.2 Capacity Requirements Planning
206
4.4.3 Availability Checks in General
209
4.4.4 PRT Availability Check
210
4.4.5 Material Availability Check
210
4.4.6 Order Release
213
4.4.7 Shop Paper Printing
214
4.4.8 Paging
217
4.5 Processing
219
4.6 Completion
221
4.6.1 Completion Confirmations
221
4.6.2 Technical Completion Confirmations
225
4.6.3 Technical Completion
226
4.6.4 Order Printing after Technical Completion
227
4.6.5 Business Completion
228
4.6.6 Document Flow
228
4.6.7 Action Log
229
4.7 Summary
230
5 Preventive Maintenance
233
5.1 Basic Principles of Preventive Maintenance
234
5.2 Preventive Maintenance Objects
236
5.3 Maintenance Task Lists
239
5.3.1 Basics of Maintenance Task Lists
240
5.3.2 Order and Task List
243
5.3.3 Action Log
246
5.3.4 Task List Costing
246
5.3.5 Mass Changes
247
5.4 Time-Based Maintenance Plans
248
5.4.1 Time-Based Single-Cycle Plan
248
5.4.2 Time-Based Strategy Plan
261
5.5 Performance-Based Maintenance Plans
268
5.5.1 Performance-Based Single-Cycle Plan
268
5.5.2 Performance-Based Strategy Plan
274
5.6 Multiple-Counter Plans
277
5.6.1 Basic Multiple-Counter Plan
277
5.6.2 Enhanced Multiple-Counter Plan
281
5.7 Inspection Rounds
284
5.7.1 Basic Inspection Rounds Using the Object List
284
5.7.2 Enhanced Inspection Rounds Using the Maintenance Task List
287
5.8 Condition-Based Maintenance
291
5.9 Summary
294
6 Other Business Processes
297
6.1 Immediate Repairs
297
6.1.1 Creating Orders (with Notification) and Completion
299
6.1.2 Special Case: After-Event Recording
301
6.2 Shift Notes and Shift Reports
306
6.2.1 Shift Notes
306
6.2.2 Shift Reports
309
6.3 External Assignment
311
6.3.1 Basic Principles of External Assignment
311
6.3.2 External Processing as a Single Purchase Order
313
6.3.3 External Services with External Work Centers
319
6.3.4 External Processing with Service Specifications
323
6.4 Refurbishment
326
6.4.1 Prerequisites
328
6.4.2 Refurbishment Notification
330
6.4.3 Material Requirements Planning
331
6.4.4 Refurbishment Order
333
6.4.5 Goods Issue
334
6.4.6 Goods Receipt
335
6.4.7 Costing
336
6.5 Subcontracting
337
6.5.1 Subcontracting Order
339
6.5.2 Purchase Requisition
340
6.5.3 Subcontracting Monitor
341
6.5.4 Serial Numbers
342
6.6 Test Equipment Calibration
344
6.6.1 Equipment
345
6.6.2 Inspection Characteristics
346
6.6.3 Task List
346
6.6.4 Maintenance Plan
350
6.6.5 Order and Inspection Lot
351
6.6.6 Results Recording
352
6.6.7 Usage Decision
353
6.6.8 Follow-Up Actions
354
6.7 Follow-On Order
355
6.7.1 Direct Creating
356
6.7.2 Indirect Creating
356
6.8 Pool Asset Management
357
6.8.1 Request
358
6.8.2 Scheduling via Planning Board
359
6.8.3 Confirmation
361
6.8.4 Issue
362
6.8.5 Return
362
6.8.6 Settlement
363
6.8.7 Prerequisites
363
6.9 Project-Based Maintenance
364
6.9.1 Project System
364
6.9.2 Maintenance Event Builder
369
6.10 Summary
373
7 Integrating Applications from Other Departments
375
7.1 Integration within SAP S/4HANA
376
7.1.1 Materials Management
377
7.1.2 Production Planning and Control
384
7.1.3 Digression: In-House Production of Spare Parts for Stock
389
7.1.4 Quality Management
393
7.1.5 Environment, Health, and Safety
394
7.1.6 Financial Accounting
396
7.1.7 Asset Accounting
398
7.1.8 Controlling
401
7.1.9 Real Estate Management
410
7.1.10 Human Capital Management
412
7.1.11 Service and Sales
417
7.2 Integration with Other SAP Systems
419
7.2.1 SAP NetWeaver Master Data Management
420
7.2.2 SAP Master Data Governance
421
7.2.3 SAP Supplier Relationship Management
424
7.3 Integration with Non-SAP Systems
427
7.3.1 Operations Monitoring Systems
427
7.3.2 Operations Information Systems
430
7.3.3 Service Specifications and Entry of Services Performed
432
7.4 Summary
434
8 Plant Maintenance Controlling
437
8.1 What Plant Maintenance Controlling Involves
437
8.2 SAP Tools for Obtaining Information
441
8.2.1 SAP List Viewer
441
8.2.2 QuickViewer
449
8.2.3 Logistics Information System
454
8.2.4 SAP Business Warehouse and SAP BW/4HANA
461
8.2.5 SAP Lumira, Discovery Edition
472
8.3 SAP Tools for Budgeting
477
8.3.1 Order Budgeting
477
8.3.2 Cost Center Budgeting
479
8.3.3 Budgeting by Using Investment Management Programs
481
8.3.4 Budgeting Using WBS Elements
484
8.3.5 Maintenance Cost Budgeting
488
8.4 Summary
494
9 New Information Technologies for Plant Maintenance
495
9.1 New Technologies in the User Interface
495
9.1.1 SAP 3D Visual Enterprise Viewer
496
9.1.2 SAP Fiori
498
9.1.3 Quick Views
513
9.2 Mobile Maintenance
515
9.2.1 Fundamentals of Mobile Maintenance
516
9.2.2 SAP Work Manager
520
9.2.3 SAP Asset Manager
529
9.2.4 RFID
536
9.3 SAP Intelligent Asset Management
538
9.3.1 Asset Central Foundation
539
9.3.2 SAP Asset Intelligence Network
541
9.3.3 SAP Asset Strategy and Performance Management
551
9.3.4 SAP Predictive Maintenance and Service
558
9.3.5 SAP Predictive Engineering Insights
565
9.4 Summary
568
10 Usability
569
10.1 Basics
570
10.1.1 What Is Meant by Usability?
570
10.1.2 Assessing Usability
574
10.1.3 Why Usability Does Not Mean User Acceptance
574
10.1.4 Why Is It that User Acceptance Is so important in Plant Maintenance?
577
10.1.5 SAP System Options to Improve Usability
579
10.2 User’s Options to Improve Usability
580
10.2.1 General User Parameters
581
10.2.2 Maintenance-Specific User Parameters
582
10.2.3 Roles and Favorites
588
10.2.4 List Variants
589
10.2.5 Customizing Input Help
590
10.2.6 Buttons and Key Combinations
590
10.2.7 Table Controls
591
10.3 Non-Programmer’s Options in IT
594
10.3.1 Transaction Variants
594
10.3.2 Customizing
596
10.3.3 Action Box
599
10.3.4 SAP Business Client
600
10.3.5 Mobile Solutions
601
10.3.6 SAP Fiori
602
10.3.7 GuiXT
603
10.3.8 SAP Screen Personas
604
10.4 Programmer's Options in IT
608
10.4.1 Upstream Transactions
608
10.4.2 BAPI
609
10.4.3 Web Interface
610
10.4.4 Customer Exits
613
10.4.5 Other Programming Techniques
616
10.5 Usability Studies
618
10.5.1 Preparation and Execution
618
10.5.2 Results
622
10.5.3 Laboratory Test with SAP Screen Personas
626
10.6 Summary
627
A List of Further Sources and Literature
633
B Overviews
635
B.1 Functional Comparison of Structuring Resources
635
B.2 Functions of Notifications and Orders
636
B.3 Integration Aspects
640
B.4 Standard Plant Maintenance Information System Reports
645
3 The Author
649
Index
651