Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries →Master Data → Resource → General Data → Define Resource Category
Transaction Code OP40 Configuration
Description
The resource category determines the data that can be maintained in a resource and, therefore, the functions (for example, costing or scheduling) for which the resource can be used.
Each resource category is assigned to the applications (for example, production, and plant maintenance or quality management) whose menus allow us to maintain resource with this category.
Each resource category has a number of screens assigned to it which the system displays when resource of this category are displayed. The screens contain groups of fields (for example, scheduling data). Depending on the resource category, we can make field selections on these screens (for example, defining required entry fields).
We specify whether change documents are written for each resource category.
Line
Processing unit Team
Labor
Standard settings available in the system are used. The Resource Category used are 0008(Processing Unit)
Configuration Document SAP PP-PI Page 36 of 75 Version 1.0
3.2 Defining Person Responsible for Work Centre
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Resource → General →Determine Person Responsible
Transaction Code SPRO Configuration
Description
With this key, we can identify a person or group of people responsible for maintaining the master data in certain work centers.
These employees are not responsible for planning tasks but only for the maintenance of the work center parameters
The following persons are responsible for maintaining work centre at Claris
Person Responsible
Configuration Document SAP PP-PI Page 37 of 75 Version 1.0
3.3 Standard Value Keys
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data →Resource → General Data →Standard Value→ Define Standard Value key
Transaction Code OP19 Configuration
Description
In this step we define standard value keys. The standard value key determines the meaning of the six standard values in the operation. The SAP System assigns a parameter ID to the standard values of the operation and the work in network activities.
The parameter ID in turn determines:
the key word displayed for the standard value on the screen, for example, setup, machine, labor, teardown etc.
the dimension (for example, time, quantity, volume) of the standard value For Claris SAP Implementation we have defined “Z001” as Standard Value key
Key Description
Z001 Fixed+Var+Labor+Power+Steam
Configuration Document SAP PP-PI Page 38 of 75 Version 1.0
3.4 Defining Formula Parameters for Resources
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Resource → Capacity Requirements Planning → Formulas for Resources (Work Centers) → Define Formula Parameters for Resources (Work Center)
Transaction Code OP17 Configuration
Description
A formula is identified by its formula key. It is composed of formula parameters that are identified by parameter Ids.
The following parameters are maintained for Claris Life Sciences
Parameter Description
SAPC04 Fixed Duration SAPC05 Lot Size dep. Duration SAP_03 Labour
SAP_09 Operation Quantity SAP_08 Base Quantity SAP_17 No. of Employees
ZCL_01 Power
ZCL_02 Steam
Configuration Document SAP PP-PI Page 39 of 75 Version 1.0
3.5 Defining Formula for Resources
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Resource → Capacity Requirements Planning → Formulas for Resources (Work Centers) → Define Formula for Resources (Work Center)
Transaction Code OP17 Configuration
Description
We define the formulas that you want to use in the following areas:
Capacity planning Scheduling Costing
You can use the formula parameters to which values have been previously assigned. The formula parameters can be linked mathematically using the following operators: scheduling and costing. Formula ZCL002 will be used in Labor dependent resources for costing. Formula ZCL003 will be used in Labor dependent resources for scheduling.
Formula
Key Description Formula
ZCL001
DEPENDENT SAP_03 * SAP_09 / SAP_08 ZCL003
LABOR
DEPENDENT(SCH)
(SAP_03 * SAP_09 / SAP_08) / SAP_07
Configuration Document SAP PP-PI Page 40 of 75 Version 1.0
3.6 Task List Usage
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Resource → General Data → Define Task List Usage
Transaction Code OP45 Configuration
Description
Task List Usage key controls, that a resource can be used in which task lists like master recipe or PM task list. For example, we can categorize resource into maintenance resource or inspection resource according to their relevance and their usage in general task lists or inspection plans. We can also allow resource to be used in any combination of task lists types
Standard settings available in the system are used.
The following table lists the entries which are used for Claris Task list type Description
002 Only inspection plans
008 Master recipe + process order 009 All task list types
Configuration Document SAP PP-PI Page 41 of 75 Version 1.0
3.7 Define Capacity Planner
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data →Resource →Capacity Requirement Planning → Determine Capacity Planner
Transaction Code SPRO Configuration
Description
Key for a group of employees who are responsible for capacity planning. We can use this key to select specific capacities. This is maintained at the client level.
The Following capacity Planners are maintained Plant MRP Controller Description
A01 INJ PRD LINE-1
Configuration Document SAP PP-PI Page 42 of 75 Version 1.0
3.8 Define Number Ranges for Master Recipe
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Master Recipe →Setting for Task List Type → Define Number Ranges for Master Recipe
Transaction Code C2N2 Configuration
Description
In this step we define number ranges for recipe groups.
When a master recipe is created, it must be assigned to a recipe group, which is identified using a group key
The Number Range is preset to: A0000001 to ZZZZZZZZ
Configuration Document SAP PP-PI Page 43 of 75 Version 1.0
3.9 Recipe Status
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Master Recipe → Data for Recipe Header
Whether a recipe is released for use in process orders Whether a recipe is released for costing
Whether a consistency check is carried out before the recipe is posted
When a master recipe is created, a status must be assigned to it. This status can later be changed according to the processing stage of the recipe. Together with the recipe usage, the recipe status is used to create priority sequences that serve as a basis for the automatic selection of recipes during order creation, capacity planning and costing.
The following status are being maintained for Recipe Plant Description
1 Created
4 Released (general)
3.10 Recipe Usages
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Master Recipe → Data for Recipe Header
The purpose or area, for which a recipe is created (for example, the chemical, the pharmaceutical or the food industry) The dynamic modification criteria to be used in the corresponding orders for adjusting the inspection scope if inspection points have not been defined When we create a master recipe, we must assign a recipe usage to it. We can create several recipes with different recipe usages for one material.
The standard usage available will be used
Usage Description
1 Production
Configuration Document SAP PP-PI Page 44 of 75 Version 1.0
3.11 Define Planner Groups
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Master Recipe → Data for Recipe Header recipe, we can assign a planner group to it.
The following planner group are being maintained for Claris Plant Planner Group Description
1001 A01 IPQA Manager - Injectable
1001 A02 Production Manager–Injectable
1002 B01 IPQA Manager – Infusion
1002 B02 Production Manager - Infusion
3.12 Control key for Master Recipe
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Master Data → Master Recipe → Data for Operations and Phases →Define Control Keys
Transaction Code OP67 Configuration
Description
Control keys are assigned to operation and phases, and secondary resources.
In the control key, we set a number of flags and keys that specify the business functions to be carried out for an operation, a phase or a secondary resource.
Control key determines how an operation, phase, or secondary resource is handled in order processing and in product costing.
Configuration Document SAP PP-PI Page 45 of 75 Version 1.0
Control keys can be used as follows:
In resources:
The control key we enter here is referenced or copied to the corresponding operations, phases and secondary resources of the master recipe.
In the master recipe
When creating operations and phases as well as when allocating secondary resources:
In the process order when maintaining operations, phases and secondary resources:
When we create a process order, the system copies the control keys we have maintained in the master recipe to the order. They can still be changed in the order if there is no reference to the resource.
For Claris we are maintaining the following control keys Control Key Control key Description
ZP01 Process manufacturing ZP02 QC : Scheduling and MIC ZP03 Process mfg., Inspection, AutoGR ZP04 QC : MIC only
ZP05 Process manufacturing with AutoGR ZP06 Process manufacturing-Bulk Preparation ZP07 QA : Scheduling
3.13 Define Capacity Categories
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries→Master Data→Resource→Capacity requirement planning
→Define Capacity Categories Transaction Code SPRO
Configuration Description
In this step we define the capacity category that we want to assign to the resource. With capacity category we determine,
· which capacity type a capacity category belongs to, for example:
- "available capacity in volumes/quantity" for storage resources - "available capacity in time units" for processing units
· whether a capacity category can be assigned to people as single capacities We have used the Capacity category 008
Configuration Document SAP PP-PI Page 46 of 75 Version 1.0
3.14 BOM Status
Menu Path
Implementation Guide for R/3 Customizing (IMG) → ProductionPlanning for process Industries → Master Recipe →Material List →General Data → Define BOM Status
Transaction Code OS23 Configuration
Description
Via the BOM status, we define which other application areas can use a bill of material with this status.
In the different areas in a company (such as costing), the BOM is exploded according to the application. When we define an application for a certain area in the company, we select the status indicators in the Minimum requirements of BOM status dataset that the BOM status must have before the BOM is read for the BOM explosion.
In MRP, the following indicators are checked directly from the definition of the BOM status:
Explosion in MRP Released for orders
MRP only reads BOMs whose BOM status has at least one of these indicators.
Configuration Document SAP PP-PI Page 47 of 75 Version 1.0
3.15 Process Order Type
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Process Order → Master Data → Order →Define Order
The order type defines the following:
We have to assign an order category to each order type. The order categories have fixed assignments in the SAP System and show the technical characteristics of the orders. The order category defines, for example, the transactions we can use to process an order.
Plant Order Type Description
1001 C001 Production
C002 Packing
C002 Validation
C004 Performance Qualification
C005 Repacking
1002 C001 Production
C002 Packing
C003 Validation
C004 Performance Qualification
C005 Repacking
3.16 Number Ranges for Process Order
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Process Order → Master Data → Order →Number Ranges
→Define Number Ranges for orders
Configuration Document SAP PP-PI Page 48 of 75 Version 1.0
Transaction Code CO82 Configuration
Description
In this menu option, we define the number ranges for orders.
Each order is uniquely identified by an order number within one client.
We allocate each order to a number range group via the order type. We can allocate several order types to the same number range and thus the same interval.
• Internal number assignment
When we create an order, the SAP System automatically assigns a consecutive number from the number range that we have defined.
The number range defined are mentioned below Order Type Number Range
C001 1000000000-1099999999 C002 110000000- 1199999999 C003 120000000- 1299999999 C004 130000000- 139999999 C005 140000000- 1499999999
3.17 Define Production Scheduler
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Process Order → Master Data → Order →Bill of Material →Define Production Scheduler
Transaction Code CORU Configuration
Description
Production scheduler is the entity who controls how process orders are managed.
For every production scheduler, a production scheduler profile is attached. By assigning production schedulers to materials, we can define responsibilities for
Configuration Document SAP PP-PI Page 49 of 75 Version 1.0
materials within production activity control.
In a production scheduling profile, we can Specify that in a process order particular business transactions be carried out in parallel.
Automatic batch creation on order creation.
Batch creation on order release
For Claris we are marinating the following Production Scheduler Plant Production Scheduler Description
1001 101 Production
102 Packing
1002 101 Production
102 Packing
3.18 Define Production Scheduler Profile
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Process Order → Master Data →Order →Bill of Material
→Define Production Scheduler Profiles Transaction Code CORY
Configuration Description
Production scheduling profile is linked to the Production Scheduler and one can:
Specify automatic functions like order release on order creation
Printing of Order
Scheduling on release
We can assign a production scheduler profile to a material (MMR) and production Scheduler (Customizing)
Scheduler profiles C001, C002, C003, C004 are maintained for plants 1001 and 1002
Plant Production Scheduler
profile Description
1001 C001 Production
C002 Packing
1002 C001 Production
C002 Packing
Configuration Document SAP PP-PI Page 50 of 75 Version 1.0
3.19 Scope of Check
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production Planning for Process Industries → Process Order → Operations → Availability Check →
Define Scope of Check Transaction Code OPJJ
Configuration Description
To check the availability of material components in the process order, the material components have to be assigned to checking group. Through checking group and checking rule the scope of check is defined. Through scope of check we can specify which MRP element to include and which stock categories to be included.
Define Scope of Check Yes / No (Include / Not Include)
Include safety stock Yes
Stock in transfer No
Include QI Stock No
Include Blocked Stock No
Configuration Document SAP PP-PI Page 51 of 75 Version 1.0
W/o Subcontracting No
Check without RLT Yes
No Stor. Location Inspection No
Checking period No
Include Purchase orders No Include Purchase Indents No Include dependent reqmts No
Include reservations No
Include Sales Reqmts No
Include deliveries No
Include shipping notification No Include Dependent reservations No Include released Orders No Include Planned Orders No Include Production Orders No Include receipts in Past and future No
3.20 Define Checking Control
Menu Path
Implementation Guide for R/3 Customizing (IMG) →Production Planning for Process Industries → Process Order → Operations → Availability Check → Define Checking Control
Transaction Code OPJK
Configuration Document SAP PP-PI Page 52 of 75 Version 1.0
Configuration Description
In this step we define the following:
Whether an availability check is to be carried out when we create or release an order
Whether an availability check is to be carried out when we save an order that has been created or released
Which checking rule is to be used
What effect a material shortfall is to have on the creation or release of an order For all the manufacturing plant, the Check on the Material will be done
during the Creation and Release of the Process Order. If there is material short falls No release will be carried out
3.21 Define Scheduling parameters for a process order
Menu Path
Implementation Guide for R/3 Customizing (IMG) → Production → Capacity Requirements Planning → Operations → Scheduling → Define scheduling parameters for planned orders
Transaction Code OPUZ Configuration
Description
The purpose of this activity is to define levels and control parameters for scheduling
It comprises maintenance of
scheduling levels (detailed-, production-rate and rough-cut scheduling) date adjustment when deadlines are exceeded
scheduling control for detailed scheduling reduction
For all the Plants and Order types the scheduling has been defined as forwards
Configuration Document SAP PP-PI Page 53 of 75 Version 1.0
3.22 Defining Parameters for Order Confirmation
Menu Path
Implementation Guide for R/3 Customizing (IMG) →→→→ Production Planning for Process Industries → Process Order → Operations → Confirmation → Define Confirmation Parameters
Transaction Code OPK4 Configuration
Description
Using the Confirmation Parameters, you can proceed as follows:
Confirmation function:
Whether system proposes a partial confirmation, a final confirmation or final confirmation with withdrawal posting of the open reservations for the confirmation.
Propose time unit
Confirmation control:
if the sequence is not adhered, you can issue a message
Whether total confirmed qty of a operation checked for under delivery or
Configuration Document SAP PP-PI Page 54 of 75 Version 1.0
over delivery tolerance in the order header
Check on the dates
Logs
Goods Movement
Propose confirmed data
For all the Process Order types to the respective plants, all the indicators will be on and check on over delivery / under delivery will also be not checked.
3.23 Assigning Material Types to Task List
Menu Path
Implementation Guide for R/3 Customizing (IMG) →→→→ Production Planning for Process Industries Master Data Master Recipe Settings for the Task List Type Assign Material Types
Transaction Code SPRO
Configuration Document SAP PP-PI Page 55 of 75 Version 1.0
Configuration Description
Only materials of the material types allocated in this step can be allocated to a master recipe at the header level, that is, as the material to be produced.
For task list type 2 Master recipe the following types have been assigned Task ListType Material type
2 FERT
3.24 Define Material Types Allowed for BOM Header
Menu Path
Implementation Guide for R/3 Customizing (IMG) →→→→ Production Planning for Process Industries →→→→ Master Data →→→→ Master Recipe →→→→ Material list →→→→ General Data →→→→ Define Allowed Material Types for BOM Header Transaction Code OS24
Configuration Description
In this step, we specify which material types in conjunction with BOM usages are allowed for the BOM header material.
When we make these settings, we can make a generic entry in the fields for the BOM usage and the material type. This means, for example, that we can enter an
"*" instead of a specific BOM usage. This stands for all possible BOM usages.
When we create a new bill of material, the system checks the material type as follows:
The fully qualified (non-generic) entries are checked first. The generic entries are checked afterwards. We can define that the use of the material type in combination with the BOM usage is "allowed/not allowed" by setting the indicator.
Configuration Document SAP PP-PI Page 56 of 75 Version 1.0
The Following data is maintained for Claris BOM Usage Material type
1 All material Types
3.25 Defining Order Type-Dependent Parameters
Menu Path
Implementation Guide for R/3 Customizing (IMG) →→→→ Production Planning for Process Industries → Process Order → Master Data → Order → Define Order Type-Dependent Parameters
Transaction Code COR4 Configuration
Description
In this step, we define the parameters that are valid for each order type and plant. The parameters are split up as follows:
Master data Cost accounting Planning Implementation
For order type C001 and C002 production version and Master Recipe are automatically selected whereas for C003, C004, C005 they are Manual Selection
Configuration Document SAP PP-PI Page 57 of 75 Version 1.0
3.26 Assigning Process Instructions to Control Recipe Destinations
Menu Path
Implementation Guide for R/3 Customizing (IMG) →→→→ Production Planning for Process Industries → Process Management → Control Recipes / PI Sheets → Define and Set Up Control Recipe Destinations
Transaction Code O10C Configuration
Description
Control recipe destinations are assigned to the phases of the master recipe and the process order. In the process order, one control recipe is created and sent for each control recipe destination assigned to the order. We specify the process
Control recipe destinations are assigned to the phases of the master recipe and the process order. In the process order, one control recipe is created and sent for each control recipe destination assigned to the order. We specify the process