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

Table of Contents
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 7.3.3 7.3.4 7.3.5

... Cost Center Budgeting ... 418 ... Budgeting with IM Programs ... 419 ... Budgeting with WBS Elements ... 422 ... 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