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