IUT221
IUT221 Work Management...1
Copyright...2
SAP Utilities (IS-U/CCS)...4
Course Prerequisites...5
Target Group...6
Course Content...7
Course Goals...8
Course Objectives...9
Work Management Overview...1
Unit Objectives...2
Course Overview Diagram...3
Main Business Scenario...4
Functional Scope of the IS-U/CCS System...5
What is the Scope of the Work ManagementSystem?...6
Connection Between Generation and Distribution...7
The Work Management Process...8
SAP Components and Interfaces...9
Terms and Concepts in Work Management...10
Summary...11
Technical Objects in Transmission and Distribution...1
Technical Objects in Transmission and Distribution: Unit Objectives...2
Technical Objects in Transmission and Distribution: Course Overview Diagram...3
Technical Objects in Transmission and Distribution: Business Scenario...4
Organizational Structures...5
Organizational Structure - Controlling...6
Organizational Structure - Materials Management...7
Organizational Structure - Sales and Distribution...8
Cross-Plant Plant Maintenance...9
Work Centers in Plant Maintenance and Service...10
Substation...27
Line System...28
Supply Grid...29
Distribution Grid (Logical Structure)...30
The IS-U House...31
Equipment and Technical Objects in IS-U/CCS...32
Technical Data Model...33
Technical Objects in Transmission and Distribution: Summary...34
Technical Objects in Transmission and Distribution: Exercises...35
Solutions...38
Processes in Plant Maintenance and Customer Service...1
Processes in Plant Maintenance and Customer Service: Unit Objectives...2
Processes in Plant Maintenance and Customer Service: Course Overview Diagram...3
Processes in Plant Maintenance and Customer Service: Business Scenario...4
Notifications and Orders...5
Notifications and Orders in Plant Maintenance and Customer Service...6
Notification Types...7
Notification Functions...8
Notification Structure...9
Catalogs...10
Basic Structure of a Work Order...11
Order Processing Steps...12
Fundamental Maintenance Processing Steps...13
Work Order Supervisor...14
Printing: Papers for Orders...15
Printing Work Orders with IS-U Data...16
Solutions...34
Service Products...1
Service Products: Unit Objectives...2
Service Products: Course Overview Diagram...3
Service Products: Business Scenario...4
The Service Product Concept...5
The Service Product...6
The Service Object...8
The Service Product ...9
Characteristics and Characteristic Values...10
Class and Configuration Profile...11
Configuration of Service Products...12
Variant Configuration Basics...13
Components of the Knowledge Base...14
Precondition...15
Selection Condition...16
Action...17
Procedure and Constraint...18
Reference Characteristics...19
Configurable Service Products...20
Defining a Configurable Service Product...21
Configurable Task Lists...22
Configuration and Pricing...23
Defining Pricing...24
Copy of the Settlement Rules...25
Technical Reference Object for a Service Product...26
Characteristic Inheritance...27
Copying the Configuration...28
Multi-Level Structure of Service Objects...29
Installation Services...1
Installation Services: Unit Objectives...2
Installation Services: Course Overview Diagram...3
Installation Services: Business Scenario...4
The Workflow ...5
Quotation Processing...6
Order Processing...7
Order Closing and Billing...8
Workflow Structure...9
Workflows for Service Connection Processing...10
Workflow: Service Connection with Customer Quotation...12
Workflow: Service Connection Order Processing...13
Workflow: Process SM Order...14
Link Between SD and CS...15
Interaction Between SD and CS...16
Derivation of the Service Order Type (1)...17
Derivation of the Service Order Type (2)...18
Several Order Types...19
Transferring Costs from Work Orders...20
Installation Services: Summary...21
Installation Services: Exercises...22
Installation Services: Solutions...24
Processes in the Utilities Industry...1
Processes in the Utilities Industry: Unit Objectives...2
Processes in the Utilities Industry: Course Overview Diagram...3
Utilities Industry Processes: Business Scenario...4
Overview of Device Inspection...17
Selecting Devices for Work Orders...18
Customizing the Device Inspection...19
Device Repairs...20
Example: Initial Data Creation for a Front Office Process...21
Inspections...22
Subdivision of Inspections...23
Selecting Technical Objects...24
CIC Processes for Aperiodic Inspections...25
Overview of Periodic Inspections...26
Periodic Inspections...27
Selection Options for Inspections...28
Bundling Inspections...29
Example: Switzerland and Spain...30
Disaggregation...31
Deregulated Market...32
Service Chains...33
Services in the Utilities Industry...34
Example: Installation Service...35
Governing Body Electrical Inspections...36
Governing Body Electrical Inspections (US Only)...37
Example of Permit Determination...38
Permit Determination...39
Processes in the Utilities Industry: Summary...40
Processes in the Utilities Industry: Exercises...41
Processes in the Utilities Industry: Solutions...46
Interfaces to External Systems...1
Interfaces to External Systems: Unit Objectives...2
Interfaces to External Systems: Course Overview Diagram...3
GIS Interface: Example...17
The CAD Interface...18
The Principle of the GIS Business Connector...19
Properties of the GBC...20
System Architecture of the GBC...21
Customizing the GBC...22
Create New Service Connection (I)...23
Create New Service Connection (II)...24
Create New Service Connection (III)...25
Example: New Service Connection...26
Interactive Link Between SAP and GBC...27
GIS Integration: Further Examples...28
Interfaces to Further External Systems...29
OMS: Outage Notification (1)...30
OMS: Outage Notification (2)...31
Scheduling and Dispatching with SAP and CADS...32
Data Exchange Between SAP and CADS...33
SCADA Systems: Principle of the Interface...34
SCADA Systems: Interface Scenarios...35
SCADA Systems: Scenario for a Gas Station...36
Mobile Data Interface...37
Mobile Data Interface (Example)...38
Interfaces to External Systems: Summary...39
Interfaces to External Systems: Exercises...40
0
SAP AG 1999
IUT221 Work Management
SAP AG
IUT221
IUT221
Work Management
Work Management
R/3 System Release 4.63 / IS-Utilities / Customer Care Service August 2001
SAP AG 1999
Copyright 2001 SAP AG. All rights reserved.
Neither this training manual nor any part thereof may
be copied or reproduced in any form or by any means,
or translated into another language, without the prior
consent of SAP AG. The information contained in this
document is subject to change and supplement without prior
notice.
All rights reserved.
Copyright
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The SAP logo and all other SAP products, services, logos, or brand names included herein are also trademarks or registered trademarks of SAP AG.
Other products, services, logos, or brand names included herein are trademarks or registered trademarks
SAP AG 1999
SAP Utilities (IS-U/CCS)
Introduction to the IS-U/CCS IUT110 5 days
Level 2
Level 3
Work Management IUT221 3 days Customer Service IUT250 4 days Contract Accounts Receivable and Payable IUT240 5 days Print Workbench IUT280 2 days Device Management IUT220 3 daysBilling and Invoicing IUT230 5 days Basic Data/ Basic
Functions
IUT210 3 days
Real Time Pricing IUT235 2 days Energy Data
Management
0.4
SAP AG 1999
LO100 Plant Maintenance or LO110 Service
Management
IUT110 Introduction to the IS-U/CCS System or
IUT210 Master Data and Basic Functions
SAP AG 1999
Audience:
Product managers responsible for implementing IS-U
Project team members modeling business processes with
IS-U
Consultants preparing for IS-U implementation
Duration: 3 days
Target Group
Notes to the user:
The training materials are not intended for self-study. They complement the course instructor's
0.6
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Course Content
Unit 5
Installation Services
Unit 6
Processes in the
Utilities Industry
Unit 7
Interfaces to External
Systems
Unit 1
Work Management
Overview
Unit 2
Technical Objects in
Transmission and Distribution
Unit 3
Processes in Plant Maintenance
and Customer Service
Unit 4
Service Products
Preface
Exercises
Solutions
SAP AG 1999
This course will prepare you to:
Effectively use the Work Management
component
Integrate Work Management with standard
components
Describe the interfaces to external systems
0.8
SAP AG 1999
Use the Work Management functions and
master data
Explain the Work Management process
Customize Work Management
Course Objectives
At the conclusion of this course, you will be
able to:
SAP AG 1999
Contents:
Functional scope of IS-U/CCS
Work Management overview
1.2
SAP AG 1999
At the conclusion of this unit, you will be able to:
Define the scope and purpose of the Work
Management system
Outline the Work Management process
Describe the interfaces and integration with other
components
SAP AG 1999
Work Management Overview Technical Objects in T&D
Processes in Plant Maintenance and Customer Service
Service Products Installation Services
Processes in the Utilities Industry Interfaces to External Systems
1.4
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In IDES Energy Inc., there is a department devoted
entirely to customer service. Any calls or letters
from customers requesting services are dealt with
in this department. These calls or letters may
involve individual inquiries, complaints, or
notifications of a service change.
To fulfil the customer requirements, IDES Energy
Inc. needs to
Manage the technical objects
Set up a process for managing work orders Define service products
Set up a process for managing services
SAP AG 1999
Marketing
and Sales Installation Services Service Billing Consumption Entry Billing Consumption Billing
Customer
Service &
Settlement
Generation/
Procurement
Transmission
Distribution
IS-U/ CCS IS-U/ CCS Billing Customer Contact/Information/Service Contract Accounts Receivable & Payable Meter & Device ManagementWork Management CRM
CRM
Customer Relationship Management
All customer-related business processes
from the areas of energy supply, services, and sales All customer-related business processes
from the areas of energy supply, services, and sales
PM/ CS
SD
FI
Functional Scope of the IS-U/CCS System
IS-U/CCS stands for "Industry Solution Utilities - Customer Care & Service".
IS-U/CCS is a business-process-oriented sales and information system for all types of supply and
services offered by a utility company. When dealing with the customer, the clerk uses the Customer Interaction Center of the IS-U/CCS.
The core IS-U/CCS application is the consumption billing system that valuates measured consumption
1.6
SAP AG 1999
What is the Scope of the Work Management
System?
Acceptance, planning, costing, execution of internal and
external work orders
Creation of invoices for customers
Examples:
Creation and amplification of service connections
Energy consulting
Unscheduled meter reading
Disconnection and Reconnection
Maintenance
Repairs
Installation, extension or removal of technical equipment
What is the Scope of the Work Management
System?
The daily work of a utility company involves the processing of a large number of work orders. The orders must be accepted, planned, calculated, executed and when neccessary, billed to a customer. In this process, a distinction needs to be made between external work orders relating to the customer
"services" and internal work orders. External work orders are modeled using service orders from the Customer Service (CS) component. Internal work orders are modeled using maintenance orders
SAP AG 1999
Customers
Customers
Work
Management
Customer office Installation structureInstallations
Installations
Generation GenerationGeneration TransmissionTransmissionTransmission Distribution Service Distribution Distribution Service Service Installation-related processes • New installation • Plant maintenance • Operation Installation-related processes • New installation • Plant maintenance • Operation Customer-related processes • Installation • Meter reading • Energy supply Customer-related processes • Installation • Meter reading • Energy supply Work orders Service products Notifications ... Work orders Service products Notifications ...
1.8
SAP AG 1999 CSP Work Origination Customer-Related or Internal Work Origination Customer-Related or Internal Planning and Estimation Planning and Estimation Work Approval Work Approval Scheduling Scheduling Field Force Reporting Work Completion Field Force Reporting Work Completion Financial Completion Financial Completion Customer Care and Service Settlement Customer Care and Service Settlement Service Territory Database Service Territory Database Markout Requests Permits Traffic Control Markout Requests Permits Traffic Control Central Permit Log Central Permit Log Mobile Data Application Mobile Data Application Sold-to Party Management/ External Services Sold-to Party Management/ External Services Asset Register Asset Register Technical Objects or Equipment Technical Objects or Equipment AM/FM/GIS AM/FM/GIS Compatible Units Work Standards Compatible Units Work Standards External Requirements (of other offices)External Requirements (of other offices) Preventive
Maintenance Preventive Maintenance
SAP SAP and CSP Outage Restoration Orders Outage Restoration Orders Triggers
CSP = Complementary Software Product
The Work Management Process
Work order creation Once the user has entered the order data, the order creation process is mostly
automatic. The system uses information provided by service territory data and compatible units.
Work order estimate To estimate costs of an order, a customer quotation can be created. The order
costs can be created automatically and transferred to the quotation (SD).
Accounting and Settlement The default values for order accounting and settlement are determined by
the system and transferred to the order. Influencing factors may be: (1) order type, (2) technical reference object, (3) service territory, or (4) division.
SAP AG 1999
<Use this for additional introductory slides.>
PM/CS Orders, Technical Objects SD Quotations, Sales Orders, Price Determination IS-U User Interface, Clerk ViewFront Office/CIC FI-CA Customer Account FI-AA Costs, Asset Accounting GIS Installations and Grid Structure
Scheduling and Dispatching PS Projects CSP SAP CO-PA Controlling, Profitability Analysis
SAP Components and Interfaces
Work Management uses functions from various standard SAP applications. These functions are grouped
together to map IS-U-specific business processes. They are also supplemented with industry-specific functions, if necessary. The flexibility of the SAP System also enables external systems to be integrated in the business processes.
PM/CS Planning control and processing of preventive maintenance and inspection; plant maintenance
1.10
SAP AG 1999 Technical Object • Service Connection • Transformer Station Technical Object • Service Connection • Transformer Station Service Product •Create Connection Service Object •Repair Transformer Service Product •Create Connection Service Object •Repair Transformer Task List Task List Service Order Maintenance Order Service OrderMaintenance Order Sales Order
Sales Order
Terms and Concepts in Work Management
Service products describe a service offered to the customer, for example, install service connection, and
contain price information. Service objects are, however, not offered to the customers as products, but can subsequently be invoiced. Since the service must be performed internally or by third parties, a task
list is allocated to the service product or object. A service order or maintenance order is created on the
basis of the task list.
A sales order is a customer request to the company for the delivery of goods or services at a certain
SAP AG 1999
The Work Management System simplifies and
standardizes work order processing.
The process includes order planning, work
approval, scheduling, field force reporting, work
completion, and financial completion.
Work Management integrates various SAP
components and complementary software
products.
SAP AG
2
SAP AG 1999
Contents:
Organizational structures
Functional locations and equipment
Structures of installations in transmission and
distribution (T&D)
SAP AG 1999
At the conclusion of this unit, you will be able to:
Create master data (functional locations and
equipment) for structuring installations in T&D
Describe the links to the technical objects in the
IS-U/CCS System
Assign functional locations and equipment to the
organizational structures in the SAP R/3 System
Technical Objects in Transmission and
Distribution: Unit Objectives
2.3
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Technical Objects in Transmission and
Distribution: Course Overview Diagram
Work Management Overview Technical Objects in T&D
Processes in Plant Maintenance and Customer Service
Service Products Installation Services
Processes in the Utilities Industry Interfaces to External Systems
SAP AG 1999
Technical Objects in Transmission and
Distribution: Business Scenario
IDES Energy Inc. wants to supply houses in a new
development with electricity.To do so, it has to extend
the grid and build a new transformer station.The
following new master data is generated in the IDES
Energy Inc. system for this purpose:
Functional locations and equipment for the grid extension and the transformer station
Equipment for the service connections
2.5
SAP AG 1999
SAP AG 1999 Company Code 1 IDES AG Frankfurt Company Code 1 IDES AG Frankfurt Operating Concern Operating Concern Controlling Area Europe Controlling Area
Europe Controlling AreaUSA/Australia
Controlling Area USA/Australia Company Code 3 IDES USA Company Code 3 IDES USA Company Code 2 IDES UK London Company Code 2 IDES UK London Cost Centers
Organizational Structure - Controlling
An operating concern is the central organizational element in Profitability Analysis
The controlling area identifies an organizational element for which costs and revenues can be
considered. It represents a closed system for cost accounting purposes.
Each company code is assigned to a controlling area.
A cost center is the smallest organizational unit in Cost Center Accounting. Cost centers can, however,
2.7
SAP AG 1999Company Code
IDES AGCompany Code
IDES AGStorage Loc. 2
Central Warehouse HamburgStorage Loc. 2
Central Warehouse HamburgStorage Loc. 1
Central Warehouse DresdenStorage Loc. 1
Central Warehouse Dresden Purchasing Organization GermanyStorage Loc. 1
Incoming Warehouse HamburgStorage Loc. 1
Incoming Warehouse HamburgOrganizational Structure - Materials Management
Plant
Service Territory HamburgPlant
Service Territory Dresden A plant is an organizational element within a company where goods are produced or services are
provided. With utility companies, a plant may be a service territory. A plant is always assigned to a company code.
The materials can be valuated on the basis of plants or company codes (a company code or plant is the
valuation area).
A purchasing organization is an organizational unit that provides materials or services for one or more
SAP AG 1999
Sales Organization
• Germany (South) • Germany (North)Sales Organization
• Germany (South) • Germany (North)Distribution Channel
• End Customer • Wholesale • ServiceDistribution Channel
• End Customer • Wholesale • ServiceDivision
• Electricity • Gas • WaterDivision
• Electricity • Gas • WaterSales Area
• Germany (South) • Service • ElectricitySales Area
• Germany (South) • Service • ElectricityServices
Materials
Prices
...
Services
Materials
Prices
...
Organizational Structure - Sales and Distribution
A sales organization is responsible for selling materials and services. Each sales organization is
allocated to a company code.
A distribution channel is the channel through which goods or services reach the customer. A division is a grouping of saleable products.
A sales area is a specific combination of sales organization, distribution channel, and division. For you to be able to sell or offer goods or services to a customer, the customer must be assigned to at
2.9
SAP AG 1999 Plant 1000 Plant 1000 Plant 1300 Plant 1300 Plant 1200 Plant 1200 Work Centers Work Centers Maintenance Requirements MaintenanceRequirements RequirementsMaintenance
Maintenance Requirements Planning Maintenance Requirements Planning Maintenance Requirements Maintenance Requirements Maintenance Requirements Material Warehouse
Cross-Plant Plant Maintenance
A maintenance plant is not a maintenance planning plant: A technical installation needs to be maintained
in plant 1200, which generates a maintenance requirement (=maintenance plant). All the remaining functions (such as maintenance planning, order execution, spare parts warehouse) are assumed by plant 1000 (=maintenance planning plant). Plant 1300 takes on the order execution itself while plant 1000 takes on the other subfunctions (order planning, spare part storage). These are examples of cross-plant
maintenance.
SAP AG 1999
Welding Mechanics Electrics
Metalworking Process Control and
Instrumentation
Carpentry Construction
Work Centers in Plant Maintenance and Service
A work center may be
A machine or a group of machines A person or a group of people
In Plant Maintenance, work centers are used as
Main work centers in the equipment and functional location master records
2.11
SAP AG 199911
Work Center
Work Center
Work Center
Costing Data Costing DataStandard Values for Task Lists and
Orders Standard Values for
Task Lists and Orders Scheduling Data and Available Capacity Scheduling Data and Available Capacity
10
Costing Costing 2724,00 1200,00 124,00 4048,00 2724,00 1200,00 124,00 4048,00 Task List/OrderTask List/Order SchedulingLead Time Available Capacity
Lead Time Scheduling Available Capacity
Functions of the Work Center
A standard value is a planned value for the execution of an operation. Costs, execution times, and
available capacity can be calculated from this standard value using formulas. In the work center, the standard value key and rules for maintenance are used as a basis to define which standard values must/can be specified in the operation and which units of measurement are displayed for the standard values in the operation.
Costing is used to determine the costs of internal services and activities. It aims to assign the costs
2.12
SAP AG 1999
SAP AG 1999
Equipment
Individual technical objects that are maintained / for which
services are performed
Examples:
Transformers
Meters
Service connections
Vehicles
Creation of multi-level hierarchical
structures
Assignment to a functional location
A piece of equipment is an individual, physical object that is to be maintained as an autonomous unit. It can be installed at a functional location or in a superior piece of equipment for a certain period of time.
In the course of its useful life, it can be used at different installation locations.
Pieces of equipment can be structured hierarchically, enabling the structure of complex pieces of
equipment to be represented.
2.14
SAP AG 1999
Functional Location
Individual technical place that is maintained/where services
are performed
Structures a technical system using the following criteria:
Spatial Technical Functional
Example:
Transformer stations Power plants Buildings
Creation of multi-level hierarchical structures
Allocation of one or more pieces of equipment
A functional location is an organizational unit within Logistics that structures the maintenance objects
of a company according to functional, process-oriented or spatial criteria. A functional location represents the place at which a maintenance task is to be performed.
Pieces of equipment are installed at functional locations. The times at which a piece of equipment is in
use at a functional location are documented in chronological order.
Functional locations are structured hierarchically to represent the structure of the system to be
SAP AG 1999
Equipment Master Record
Equipment Master Record
Location data Configuration Structure Organizational data Serialization data Internal memos Internal memos Documents/ Documents/ technical drawings technical drawings Multilingual texts Multilingual texts Usage list Usage list Location A Location B Classification Classification List X X X X X XX Partner Partner Permits Permits Test equipment 0 4 7 1 0 1 2 3 General data
Equipment Master Record
An equipment master record contains various types of data:
General data – this is fixed data that does not usually change (for example, the acquisition value,
dimensions, and year of production of the piece of equipment).
Location data and organizational data - time-dependent data (such as the maintenance planner
group, the responsible work center, address, maintenance plant, and cost center). Time-dependent data gives you a dynamic view of equipment. If you have customized your system accordingly, a new
SAP AG 1999
Master Record
Master Record
Location data Structure Organizational data Internal memos Internal memos Documents/ Documents/ technical drawings technical drawings Multilingual texts Multilingual textsEquipment usage periods
Equipment usage periods
Location A Location B Classification Classification List X X X X X XX Partner Partner Permits Permits Test equipment 0 4 7 1 0 1 2 3 General data
2.17
SAP AG 1999
Equipment Master Record
Equipment Master Record
Location data Configuration Structure Serialization data General data Asset number
Asse
ts
Asse
ts
Organizational dataEquipment and Asset Accounting
The structuring of assets from a bookkeeping perspective in the FI-AA component is not influenced by
the technically-oriented structuring in the Plant Maintenance (PM) component. The PM component has its own structural organization (functional location, equipment). This structure enables you to organize installations according to maintenance requirements.
You can create a link between the PM and the FI-AA components by entering the FI-AA asset number in
the equipment master record. In this way, you can also
2.18
SAP AG 1999 Equipment installation allowed? Individual installation? Equipment Equipment installation allowed? Equipment categoryEquipment
Functional Locations
Prerequisites for Equipment Installation
Prerequisites
The master records for the functional location and the pieces of equipment must already be created in the system.
Process
Select the equipment master record in the Change mode. Go to any screen in the equipment master record. Choose Structure => Change InstallLoc. The dialog box Change Equipment Installation Location is displayed. Make all the required entries for the installation location.
SAP AG 1999 Usage list S-15 S-15 Installatio n on 03/01 /98 Dismantling on 0 9/20/98 03/01/ - 09/20/98 S-15
Equipment Usage List
The usage of a piece of equipment can be relevant to performance, damage frequency, breakdown
behavior and the comparison of products from different manufacturers. For the purposes of maintenance, therefore, it is important that you can find out at any time when and where a piece of equipment is (or was) installed. This information may be found in the usage list in the PM system.
The usage list, or equipment history, documents the maintenance history of the equipment in relation to
SAP AG 1999
Relationships Between Technical Objects
Technical Objects in the Transmission
Substations, lines, transformer stations, transformers, circuitsand so on
Modeled by functional locations and equipment
Technical Objects in IS-U/CCS
Connection objects, connections, devices, and so on Basically modeled by functional locations and equipment
Relationships Between Both "Worlds"
Hierarchy functionality Object links
2.21
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Object Link
Logical link between objects of the same type (functional
locations, equipment)
Can be a one-way link
Such as gas flow
The link itself may be a technical object
A link between two transformer stations is a piece of equipment, for example
Summary of object links of the same type using a network ID
Low voltage, region = South, for example
The object link is a logical link between objects of the same type (functional locations, pieces of
equipment).
The link can be controlled (to display the flow of a medium such as water or steam, for example). The link itself may be a technical object (a link between two transformer stations is a piece of
equipment, for example).
SAP AG 1999
2.23
SAP AG 1999 ST 435 ST 435 ST 435-A ST 435-A ST 435-B ST 435-B ST 435-A-1 ST 435-A-1 ST 435-A-2 ST 435-A-2 1000645 1000645 1000839 1000839 ... ... ... Substation No. 435 Conductor rail A Transformer field 1 Transformer 400 kVA Conductor rail B Transformer field 2 Transformer 300 kVA... Assemblies and spare parts
... Assemblies and spare parts
Functional location Equipment
SAP AG 1999 ... L 114 L 114 L 114 01 L 114 01 L 114 02 L 114 02 P 187 P 187 P 188 P 188 ... 200456 200456 203478 203478 201569 201569 ... Line No. 114 Section 01 (0 ... 14.7 km) Section 02 (14.7 ... 26.8 km) Pole No. 188
... Assemblies and spare parts
Pole No. 187 Pole top
Crossarm type XA 24 Isolators type IS 45/9
Assembly Functional Location Equipment
Line System
A technical object can be subdivided into assemblies. An assembly is not an individual object but rather
an object category (similar to a material).
If a damaged object is not repaired but exchanged, it makes more sense for it to be managed as an
assembly rather than as a piece of equipment.
A notification or an order can also be created for an assembly. The maintenance history of an assembly
2.25
SAP AG 1999 Field 01 Field 02 Field 03 Field 01 Field 02 Field 03 Field 01 Field 02 Field 03 Substation ST 435Substation ST 435 Substation ST 571Substation ST 571
Substation ST 768 Substation ST 768 Line No. 187 Line No. 187 Line No. 189 Line No. 189 Line No. 186 Line No. 186 Line No. 188 Line No. 188
Line system with sections
Object link to connect two systems with different hierarchies
Substation with transformer fields
SAP AG 1999 ... H 008 H 008 ST 114 ST 114 ...
High Voltage Area 008 Substation No. 114 Circuit A 13 Substation No. 117 CC A13 CC A13 CC A14 CC A14 Circuit A 14 CC A13-1
CC A13-1 Circuit A 13 Section 1
CC A13-2 CC A13-2
Transformer Station No. 1274
30089654 30089654
Circuit A 13 Section 2 Transformer 400 kVA ... ... ... Assemblies and spare parts
Functional Location Equipment
Distribution Grid (Logical Structure)
TS 1274 TS 1274
ST 117 ST 117
2.27
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Service connection: gas Service connection: electricity
Service connection: water
Supply Grid Connection object Premise = Apartment 1 Apartment 4 Apartment 3 Apartment 2 Business Partner Street Device Loc. 2: Basement Device Loc. 1: Entrance Hall Installation 1: Water Installation 2: Gas Installation 3: Electricity Contract 1: Water Contract 2: Gas Contract 3: Electricity Contract Account
SAP AG 1999 Technical installations Technical installations 0539802 125.256.01 0716192 0539802 125.256.01 0716192 Connection object Connection object Premise Connection Connection Premise Devices Devices Device location Device location Trans-former Trans-former Object link Connection object Connection object Connection Connection Device location Device location Device Device Transformer Transformer Transformer field Transformer field
2.29
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Optional PM connect. Optional IS-U connect.
Connection Object Connection Object Connection Connection Device Location Device Location Premise Premise Device Device Technical Installation Technical Installation Installation Installation 1:N 1:N 1:N 1:Number of Divisions 1:N 1:N N:M
IS-U PM PM and IS-U
1:N
SAP AG 1999
Technical objects in T&D and CCS are mapped using
functional locations and equipment.
You can structure technical installations by creating
hierarchies and using object links.
Structuring of objects depends on the physical
structure of the supply grids.
Functional locations and equipment are to be
maintained. Services can also be performed here.
The functional locations and pieces of equipment are
assigned to objects in the organizational structure
(such as plants, cost centers).
SAP AG
Technical Objects in Transmission and
Distribution: Summary
2.31Technical Objects in Transmission and Distribution: Exercises
Unit: Technical Objects in Transmission and Distribution
Topic: Functional Locations and Equipment Masters
At the conclusion of these exercises, you will be able to:
•
Describe the purpose of functional locations
•
Describe the purpose of equipment
1-1
True or False?
1-1-1 A functional location is an organizational unit within Logistics that structures the
maintenance objects of a company according to functional, process-oriented or
spatial criteria. A functional location represents the place at which a maintenance
task is to be performed.
1-1-2 From a Utilities Industry (IS-U) perspective, functional locations are data objects
in the Materials Management (MM) application component. The connection
object and device location in the IS-U component are maintained as material
masters in MM.
1-1-3 A piece of equipment is an individual, physical object that is to be maintained as
an autonomous unit. A piece of equipment can be installed at a functional
location or in a superior piece of equipment for a certain period of time. In the
course of its useful life, it can be used at different installation locations.
Unit: Technical Objects in Transmission and Distribution
Topic: Technical Objects in T&D and in IS-U
At the conclusion of these exercises, you will be able to:
•
Understand the functions of connections and connection objects
•
Understand the functions of devices and device locations
In this exercise, you create an equipment master for a service connection
and install the connection in a connection object. Afterwards, you create an
object link and display the link to the transformer station.
2-1
Which of the following objects are considered to be technical objects in T&D?
A.
Substations
B.
Overhead lines
C.
Spare parts, such as bolts
D.
Transformer stations
E.
Business partners
2-2
Which of the following objects are considered to be technical objects in CCS?
A.
Connection objects
B.
Connection(s)
U003 in the MaintPlant field.
2-3-2 Install the connection in a connection object TE0202A###.
2-3-3 Create an object link PE0203A### between the connection PE0201A### and a
transformer. Use the following data:
Technical system - standard as the link category
In the link description field, enter Gr. ## object link.
00000003 in the Network ID field.
Link to equip. (transformer). Participants with work station numbers 01-09
should use transformer TE0204C001. Those with numbers 10-18 should use
transformer TE0204C002. Transformers TE0204C001 and TE0204C002 are
already created in the system.
2-3-4 Display all links to transformer station TE0204A000 and transformer field
TE0204B000.
To see the links between the transformer and the connections, select transformer
TE0204C001 or TE0204C002. This entry depends on your group number (groups
1-9 use TE0204C001 and groups 10-18 use TE0204C002).
Unit: Technical Objects in Transmission and Distribution
Topic: Functional Locations and Equipment Masters
1-1
True or False?
1-1-1 A functional location is an organizational unit within Logistics that structures the
maintenance objects of a company according to functional, process-oriented or
spatial criteria. A functional location represents the place at which a maintenance
task is to be performed.
True
1-1-2 From a Utilities Industry (IS-U) perspective, functional locations are data objects
in the Materials Management (MM) application component. The connection
object and device location in the IS-U component are maintained as material
masters in MM.
False. From an IS-U perspective, functional locations are data objects in the
Plant Management (PM) application component. The connection object and
device location in the IS-U component are maintained as functional
locations in PM.
1-1-3 A piece of equipment is an individual, physical object that is to be maintained as
an autonomous unit. A piece of equipment can be installed at a functional
location or in a superior piece of equipment for a certain period of time. In the
course of its useful life, it can be used at different installation locations.
Solutions
Unit: Technical Objects in Transmission and Distribution
Topic: Technical Objects in T&D and in IS-U
2-1
Which of the following objects are considered to be technical objects in T&D?
A. Substations
B. Overhead lines
C. Spare parts, such as bolts
D. Transformer stations
E. Business partners
Substations (A), overhead lines (B), and transformer stations (D) are technical
objects in Work Management. The technical objects are modeled by functional
locations and equipment.
2-2
Which of the following objects are considered to be technical objects in CCS?
A. Connection objects
B. Connection(s)
C. Devices
D. Registers
E. Device locations
Connection objects (A), Connections (B), Devices (C), Device locations (E) are
technical objects in CCS. The technical objects are modeled by functional locations
and equipment.
Note that the status of the equipment is AVLB.
Save your entries.
2-3-2 Install the connection in a connection object TE0202A###.
Choose Utilities Industry
→
Technical Master Data
→
Connection
→
Change.
Enter the Equipment, and choose Enter.
To install the connection in the connection object, choose Structure
→
Change
InstallLoc.
Enter functional location TE0202A### and choose Enter.
Note that the status of the object is INST.
Save your entries.
2-3-3 Create an object link PE0203A### between the connection PE0201A### and a
transformer.
Choose Logistics
→
Plant Maintenance
→
Management of Technical Objects
→
Equipment
→
Object Link
→
Create.
Enter PE0203A### as the link and Technical system - standard as the link
category.
Choose Enter.
In the link description field, enter Gr. ## object link.
Enter 00000003 (IUT221 Network) in the Network ID field. The Network ID
field provides the identification number of the object network in which the link is
to be created.
Specify the Link from equip. (service connection) PE0201A### and the Link to
equip. (transformer). Participants with work station numbers 01-09 should use
2-3-4 Display all links to transformer station TE0204A000 and transformer field
TE0204B000.
To display the network structure from the Transformer station, choose Logistics
→
Plant Maintenance
→
Management of Technical Objects
→
Functional
Location
→
Display.
Select the transformer station TE0204A000 and choose Enter.
Choose Structure
→
Structure list to display the hierarchical structure of the
transformer station and transformer field.
Choose transformer field TE0204B000. Choose Expand/collapse to display the
related transformers.
To see the links between the transformer and the connections, select transformer
TE0204C001 or TE0204C002 and choose Environment
→
Links
→
Link
from/to. A list of all the links to connections is displayed. To display the links
graphically, set the indicator next to the link and choose Extras
→
Network
SAP AG 1999
Processes in Plant Maintenance and Customer
Service
Contents:
Notifications and orders
3.2
SAP AG 1999
At the conclusion of this unit, you will be able to:
Create notifications and orders
Explain the structure of maintenance and
service orders
Describe the maintenance and service order
cycles
Create sales orders
Processes in Plant Maintenance and Customer
Service: Unit Objectives
SAP AG 1999
Processes in Plant Maintenance and Customer
Service: Course Overview Diagram
Work Management Overview Technical Objects in T&D
Processes in Plant Maintenance and Customer Service
Service Products Installation Services
Processes in the Utilities Industry Interfaces to External Systems
3.4
SAP AG 1999
IDES Energy Inc. has to maintain the installations in
the new development. The residents of the new
development require various other services,which
involve the following business processes:
Entry of malfunction reports and outage notifications Maintenance orders for the lines and the transformer
station
Sales orders for energy consulting and installing service connections
Service orders for repairing devices Confirming the orders
Processes in Plant Maintenance and Customer
Service: Business Scenario
SAP AG 1999
3.6
SAP AG 1999
Notifications and Orders in Plant Maintenance and
Customer Service
The processes in plant maintenance and customer service
involve the following objects
Notifications
Maintenance orders
Service orders
Notifications
Have a purely descriptive function Do not contain any costs or revenues
Orders
Describe the activities to be performed
Must be processed (released, confirmed, settled) Contain costs (maintenance orders)
SAP AG 1999
Malfunction report
Outage notification
Problem notification
Customer request for a service
Maintenance request
Service request
Activity report
Entry of a service activity after the service has been provided
Customer complaint
Notification of defects to vendors
Internal problem notification
Notification Types
You can define your own notification types and screen layout and reference objects, for example.
3.8
SAP AG 1999
Entry of incoming maintenance and customer
service requests
Access to information on
Equipment Customer Service object Contracts Warranties
Initiation and monitoring of follow-up actions
Technical completion confirmation of services
Description of a serviceable item's condition
Documentation
Notification Functions
All mentioned notification types can be created both for functional locations as well as for equipment,
with or without an assembly. If these objects are part of a hierarchy, the relevant data is included in the notification. All the data relevant for the equipment and the functional location is copied automatically to the notification if
You are creating a maintenance notification for an assembly of a piece of equipment The piece of equipment is assigned to a functional location
SAP AG 1999
Activity carried out
Actions Actions Actions Tasks Tasks Tasks Dates Task description Date/time/person reporting damage Description
Maintenance/service object:Functional location Equipment Assembly Location data Accounting data Downtime/availability Damage location Damage Cause of damage Description Description Notification items Notification Notification items items Notification Notification Notification
Notification Structure
Each maintenance notification shows a notification header. A notification header contains data that is
used to identify and manage the maintenance notification. Header data is valid for the whole maintenance notification.
In a notification item you enter and maintain the data specifying the damage or problem or the activity
carried out. A notification can have several items.
3.10
SAP AG 1999 Electrical work Mechanical work . . . Code groups Code groups Replace cable Replace fuse Replace starter Codes Codes Tasks Cause of damage Activities Object parts Damage Catalog types Catalog typesCatalogs
A cross-application catalog system is used for reporting maintenance notifications. The catalog system is
structured hierarchically.
The first level of the catalog system is the catalog type. Each catalog type can be subdivided further by
means of code groups. You can define individual codes within each group.
For plant maintenance, the standard system contains the following catalog types:
Catalog 2 for tasks
SAP AG 1999
Basic Structure of a Work Order
For example: protective clothing, crane, traffic light, fire extinguisher, signs, excavator
For example: protective clothing, crane, traffic light, fire extinguisher, signs, excavator
For example: materials, quantities, units of measure, storage location, batch, item category, availability
For example: materials, quantities, units of measure, storage location, batch, item category, availability
For example: work center, control key, description, standard time, activity type, wages
For example: work center, control key, description, standard time, activity type, wages
Equipment (assembly) Functional locations Maintenance notifications Equipment (assembly) Functional locations Maintenance notifications Operations Operations
For example: order type, dates, plant, reference object, priority, description
For example: order type, dates, plant, reference object, priority, description
Order header
Order header
Order header
Object list Object list Material list Material list Settlement rule Settlement rule Costs (planned/actual) Costs (planned/actual) Production resources Production resources Header data is information used to identify and manage maintenance orders. This information applies
to the whole order. Examples of header data are the order number, description, order type, dates for order execution, priority, the person who created the order and the person who last changed it.
The object list contains functional locations, equipment, assemblies, maintenance notifications, and/or
materials with serial numbers. A single object can be entered in the order header as a reference object. In the object list, several objects can be entered.
3.12
SAP AG 1999
Order Processing Steps
Only for service orders
Completion confirmation Completion Completion confirmation confirmation Technical completion Technical completion Technical completion Execution Execution Printing Printing Entry/notification Entry/notification Planning Planning Release Release Billing document Billing document Billing document Settlement Settlement Settlement Business completion Business
Businesscompletioncompletion
Processing begins when a customer or employee reports an outage, a malfunction, or submits another
request (for a modification, for example). An order can be created directly or on the basis of a notification.
Typical planning tasks include specifying operations, reserving spare parts or determining work hours. The order is then transferred to scheduling and controlling. Availability is checked, required capacity is
provided, required shop papers are printed.
SAP AG 1999 Malfunction, error Request Activity Malfunction, error Request Activity Maintenance notification What When Where Technical info Outage Order creation Planning the task
Who
When, how long Which steps Account assignment Resources Execution Material issue Material procurement Work steps Technical information Malfunction Causes Objects affected Activity Maintenance history Conclusion Request a task 1 1 1 Order Confirmation Close 2 2 2 333 444 5 5 5 6 6 6 7 7 7 Maintenance Plant
Maintenance Plant Maintenance
Planning Plant
Maintenance
Planning Plant Work CenterWork Center
3.14
SAP AG 1999
Work Order Supervisor
Static meter reading note
Connection object Business partners SD-Customer
Work Order
Meters
A connection object supervisor (e.g. a janitor) can be automatically assigned to a work order The connection object is determined using a device, a technical installation or equipment Customizing / system settings:
Define static meter reading notes
Define partner determination procedure and function
SAP AG 1999 Operation control ticket Picking list Job ticket Proposal per order type Proposal per order type
Printing: Papers for Orders
Operation control ticket The operation control ticket provides the maintenance planner responsible
with a complete overview of the maintenance order. It also contains detailed information about permits.
Job ticket This accompanies the order and provides the person performing the task with an overview of
the order. Graphics can be printed on the job ticket if the document management system has been installed.
3.16
SAP AG 1999
Printing Work Orders with IS-U Data
PM work orders shop papers do not include IS-U data
IS-U shop papers:
Extension of the PM printing reports Extension of the PM printing forms
Definition of IS-U shop papers for business processes
Example:
IS-U Job Ticket: General shop paper with IS-U data
IS-U Meter Reading: Shop paper for aperiodic meter readings IS-U Disconnection: Shop paper for collection & disconnection
Shop papers are documents required for the execution of a maintenance order. PM work orders shop
papers do not include IS-U data.
For IS-U, the following shop papers are available:
E030 : IS-U: Job ticket
E080 : IS-U: Disconnection/reconnection E090 : IS-U: Aperiodic meter reading
SAP AG 1999
Initial Screen Single entry Collective entry
Collective entry via operation list
Scope Partial confirmation Completion confirmation
Cancellation option Control
per order type Automatic final confirmation Allowed deviations
Display of cost log
Time Confirmations
The following entry forms are available for the central confirmation function:
Individual entry for each maintenance order and operation (you call up an overview of all operations
and sub-operations for a particular maintenance order and enter confirmation data for the desired order operations using the central confirmation function.)
Confirmations for operations are often filled out by the employees executing the operation on a paper form. This data is entered in the system by a typist at a later stage. To facilitate the entry of this data,
