About the Book

15

What Is the Correct Naming Convention?

15

Who This Book Is For

16

What This Book Can and Can’t Do

17

Structure of Contents

18

How to Read This Book

20

What’s New in This Book?

22

What Is the Status of Your SAP S/4HANA System?

22

1 SAP Projects in Plant Maintenance

27

1.1 A Possible Process for Your Plant Maintenance Project with SAP

27

1.1.1 Implementation Strategy

27

1.1.2 SAP Activate Methodology

29

1.2 General Risk Factors and Success Factors in SAP Projects: An Empirical Survey

35

1.2.1 Risk Factors

35

1.2.2 Success Factors

38

1.3 Tips for Your Plant Maintenance Project

39

1.3.1 Discover Phase

39

1.3.2 Prepare Phase

48

1.3.3 Explore Phase

65

1.3.4 Realize Phase

74

1.3.5 Deploy Phase

75

1.3.6 Run Phase

77

1.4 Summary

77

2 Configuring Organizational Structures

79

2.1 General SAP Organizational Units

80

2.1.1 Company Code

81

2.1.2 Controlling Area

84

2.1.3 Plant in General

87

2.2 The Plant from a Maintenance Perspective

89

2.3 Maintenance-Specific Organizational Units

94

2.4 Work Centers

97

2.5 Summary

107

3 Configuring Generic Functions

109

3.1 Object Information

110

3.2 Status Management

113

3.3 Number Assignment

119

3.4 Warranties

124

3.5 Measuring Points and Counters

127

3.6 Permits

132

3.7 Partners

134

3.8 Documents

141

3.9 Field Selection

154

3.10 List Variants

158

3.11 Multilevel Lists

163

3.12 Change Documents

165

3.13 Summary

167

4 Configuring the Structure of Technical Systems

169

4.1 Structuring Elements

169

4.2 Functional Locations and Reference Functional Locations

171

4.3 Equipment

182

4.4 Fleet Management

191

4.5 Links and Networks

198

4.6 Linear Asset Management

201

4.7 Materials and Assemblies

211

4.7.1 Material Types

212

4.7.2 Material Master Layout

217

4.7.3 Field Selection

227

4.8 Serial Numbers

232

4.9 Bill of Materials

239

4.10 Summary

247

5 Configuring the Work Order Cycle

249

5.1 Notifications

250

5.1.1 Notification Types

252

5.1.2 Catalogs and Catalog Profiles

265

5.1.3 Other Functions

272

5.2 Orders

283

5.2.1 Order Types

287

5.2.2 Availability Check

304

5.2.3 Electronic Parts Catalogs

312

5.2.4 Material Planning

321

5.2.5 Scheduling

332

5.2.6 Capacity Planning

345

5.2.7 Printing

353

5.2.8 Estimated Costs and Costing

362

5.2.9 Order Settlement

377

5.2.10 Project Management and Investment Management

384

5.2.11 Other Functions

392

5.3 Completion Confirmations

401

5.3.1 SAP S/4HANA Asset Management Completion Confirmations

401

5.3.2 Cross-Application Time Sheet Confirmations

407

5.4 Summary

412

6 Configuring Preventive Maintenance

415

6.1 Task Lists

416

6.2 Maintenance Plans

425

6.3 Summary

431

7 Configuring Additional Business Processes

433

7.1 External Processing

434

7.1.1 External Processing as an Individual Purchase Order

435

7.1.2 External Processing with Service Specifications

440

7.2 Refurbishment

448

7.2.1 Material Master

449

7.2.2 Refurbishment Notifications

454

7.2.3 Refurbishment Orders

456

7.2.4 Material Requirements Planning

461

7.3 Subcontracting

463

7.4 Calibration of Test/Measurement Equipment

468

7.4.1 Customizing Functions for Plant Maintenance

469

7.4.2 Customizing Functions for Quality Management

483

7.5 Pool Asset Management

500

7.6 Maintenance Event Builder

517

7.7 Shift Reports and Shift Notes

519

7.8 Checklists

529

7.8.1 Checklist Processing (Basic Version)

530

7.8.2 Checklist Processing (Extended Version)

538

7.9 Work Order Cycle Using the Phase Model

551

7.10 Summary

579

8 Configuring the SAP Fiori Launchpad for Plant Maintenance

581

8.1 Basics of SAP Fiori

581

8.1.1 SAP Fiori Design

581

8.1.2 Types of SAP Fiori Apps

582

8.1.3 Characteristics of SAP Fiori

585

8.2 How to Configure an SAP Fiori Launchpad with SAPUI5 Apps

586

8.2.1 Step 1: Check SAP System Data

589

8.2.2 Step 2: Explore the SAP Fiori Apps Reference Library

590

8.2.3 Step 3: Configure OData Services

594

8.2.4 Step 4: Configure ICF Services

597

8.2.5 Step 5: Create a Launchpad Catalog for the SAP Fiori Launchpad

598

8.2.6 Step 6: Create a Business Group for the SAP Fiori Launchpad

601

8.2.7 Step 7: Create a Role and Assign Authorizations

603

8.2.8 Step 8: Initialize the App

604

8.3 Tabular Overview of All SAP Fiori Apps

605

8.4 How to Configure an SAP Fiori Launchpad with Non-SAPUI5 Apps

610

8.4.1 Step 1: Check SAP System Data

612

8.4.2 Step 2: Browse the SAP Fiori Apps Reference Library

612

8.4.3 Step 3: Configure OData Services

614

8.4.4 Step 4: Configure ICF Services

614

8.4.5 Step 5: Create a Business Catalog for the SAP Fiori Launchpad

615

8.4.6 Step 6: Create a Business Group for the SAP Fiori Launchpad

617

8.4.7 Step 7: Create or Change a Role and Assign Authorizations

618

8.4.8 Step 8: Initialize the App

619

8.5 Tabular Overview of All Web Dynpro Apps

620

8.6 Summary

621

9 Usability

623

9.1 Options at the User’s Disposal

624

9.1.1 General User Parameters and Default Values

624

9.1.2 Maintenance-Specific User Parameters

627

9.1.3 Roles, Favorites, and My Home

633

9.1.4 List Variants and Dynamic Lists

635

9.1.5 Personalizing Input Help

642

9.1.6 Buttons and Key Combinations

643

9.1.7 Table Controls

644

9.2 The IT Department’s Nonprogramming Options

646

9.2.1 Transaction Variants

646

9.2.2 Customizing

652

9.2.3 Action Box

656

9.2.4 SAP Service and Asset Manager

657

9.2.5 SAP Fiori

663

9.2.6 GuiXT

664

9.2.7 SAP Screen Personas

670

9.3 The IT Department’s Programming Options

673

9.3.1 Upstream Transactions

673

9.3.2 Business Application Programming Interfaces

675

9.3.3 Web Interface

677

9.3.4 Customer Exits

680

9.3.5 Business Add-Ins and Enhancement Points

683

9.3.6 SAP Business Workflow

685

9.4 Summary

690

A Project Plans and Overviews

691

A.1 Functional Scope of SAP S/4HANA Asset Management and Assignment of Priorities

691

A.2 Authorization Objects in SAP S/4HANA Asset Management

696

A.3 BAPIs for SAP S/4HANA Asset Management

699

A.4 Customer Exits for SAP S/4HANA Asset Management

705