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(1)PLM111 Basic Data, Part 2 mySAP Product Lifecycle Management. Date Training Center Instructors Education Website. Participant Handbook Course Version: 2003 Q2 Course Duration: 3 Day(s) Material Number: 50070778. An SAP course - use it to learn, reference it for work.

(2) Copyright Copyright © 2004 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.. Trademarks •. Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation.. •. IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®, AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.. •. ORACLE® is a registered trademark of ORACLE Corporation.. •. INFORMIX®-OnLine for SAP and INFORMIX® Dynamic ServerTM are registered trademarks of Informix Software Incorporated.. •. UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.. •. Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®, VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc.. •. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.. •. JAVA® is a registered trademark of Sun Microsystems, Inc.. •. JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.. •. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.. Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS..

(3) About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.. Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used. Type Style. Description. Example text. Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options. Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).. 2003/Q2. Example text. Emphasized words or phrases in body text, titles of graphics, and tables. EXAMPLE TEXT. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE.. Example text. Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.. Example text. Exact user entry. These are words and characters that you enter in the system exactly as they appear in the documentation.. <Example text>. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.. © 2004 SAP AG. All rights reserved.. iii.

(4) About This Handbook. PLM111. Icons in Body Text The following icons are used in this handbook. Icon. Meaning For more information, tips, or background Note or further explanation of previous point Exception or caution Procedures. Indicates that the item is displayed in the instructor’s presentation.. iv. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(5) Contents Course Overview ............................................................................. vii Course Goals.................................................................................vii Course Objectives ...........................................................................vii. Unit 1: Overview of Organizational Structures & PP Basic Data ....................1 Overview of PP Basic Data.................................................................. 2 Organizational Levels and Master Data in Production................................... 5. Unit 2: Displaying Routings................................................................ 23 Routing Structure and Routing Types.................................................... 24. Unit 3: Work Center .......................................................................... 35 Work Center Data, Default Data, Work Center Hierarchy ............................. 36 Reporting and Mass Changes ............................................................ 53. Unit 4: Creating a Routing.................................................................. 59 Structure of the Engineering Workbench Interface..................................... 60 Creating a Routing and Material Assignment ........................................... 65 Production Resources/Tools .............................................................. 68. Unit 5: Engineering Workbench........................................................... 83 Structure of the Engineering Workbench ................................................ 84 Using Different Working Areas and Selection Options................................. 97. Unit 6: Processing Routings .............................................................. 113 Sequences in Routings ................................................................... 115 Suboperations and User-Defined Fields................................................ 120 Reference Operation Set, Work Center Operation Set ............................... 125 Scrap and Its Effects ...................................................................... 135 Reporting and Mass Changes ........................................................... 138 Task List Changes with the Change Master............................................ 141. Unit 7: Scheduling...........................................................................155 Understanding Lead Time Scheduling and Material Master Updates .............. 156 Work Center Integration .................................................................. 160. 2003/Q2. © 2004 SAP AG. All rights reserved.. v.

(6) Contents. PLM111. Formula Connections ..................................................................... 165 Time Components, Reduction Possibilities ............................................ 169. Appendix 1: Menu Paths. ................................................................183. Appendix 2: Extra Slides. ................................................................187. Appendix 3: Data Used in the Exercises. vi. ............................................197. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(7) Course Overview This course covers the following topics: • • • •. Displaying and scheduling routings Creating and changing routings using the Engineering Workbench Changing routings with and without a history Creating and maintaining work centers. The information in this training course refers to the following SAP software components and releases: •. SAP R/3 Enterprise Release 47. Target Audience This course is intended for the following audiences: • •. Project team members (consultants, business requirements analysts, key users) Employees in work scheduling. Course Prerequisites Required Knowledge • •. A knowledge of production planning and control PLM100 – Life-Cycle Data Management. Recommended Knowledge •. SCM300 – Supply chain manufacturing overview. Course Goals This course will prepare you to: • • •. 2003/Q2. Explain the organizational structures and basic data in PP Describe the manufacturing functions that support work centers and routings Participate in configuration decisions that ensure that SAP R/3 supports company requirements. © 2004 SAP AG. All rights reserved.. vii.

(8) Course Overview. PLM111. Course Objectives After completing this course, you will be able to: • • •. Maintain routings and work centers Assign material components to operations Determine lead time and enter it in the material master. SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases:. viii. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(9) Unit 1 Overview of Organizational Structures & PP Basic Data Unit Overview This unit provides an overview of the SAP R/3 organizational structures used in production. It describes the roles of PP basic data elements such as the material master, bills of materials, work centers, routings, and production resources and tools. You will learn how documents are managed and classified.. Unit Objectives After completing this unit, you will be able to: • • • • •. Describe the primary objects in PP basic data Explain the SAP definition of each PP basic data element Identify the PP organizational units Describe how to use document management and classification functions Navigate the PP menu paths. Unit Contents Lesson: Overview of PP Basic Data ................................................ 2 Lesson: Organizational Levels and Master Data in Production.................. 5. 2003/Q2. © 2004 SAP AG. All rights reserved.. 1.

(10) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. Lesson: Overview of PP Basic Data Lesson Overview This lesson provides an overview of integrating and using PP basic data.. Lesson Objectives After completing this lesson, you will be able to: • •. Describe the primary objects in PP basic data Explain the SAP definition of each PP basic data element. Business Example As a member of the project team in a company that manufactures pumps, you are responsible for the introduction of basic data. The defined basic data will be used in the procurement, scheduling and costing of all components and products necessary for the manufacturing of pumps.. Description of PP Basic Data PP basic data is required for product costing and for punctual procurement of products. Before you can enter basic data, you must have created organizational units and a plant. 1. 2. 3.. 2. You can then create material masters for all materials that are used or produced in the plant. Once you have created material masters with plant data, you can create BOMs and routings for a product. Define work centers for the plant. (They form the basis for operations in the routing.). © 2004 SAP AG. All rights reserved.. 2003/Q2.

(11) PLM111. Lesson: Overview of PP Basic Data. Figure 1: Using PP Basic Data. 2003/Q2. © 2004 SAP AG. All rights reserved.. 3.

(12) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. Lesson Summary You should now be able to: • Describe the primary objects in PP basic data • Explain the SAP definition of each PP basic data element. 4. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(13) PLM111. Lesson: Organizational Levels and Master Data in Production. Lesson: Organizational Levels and Master Data in Production Lesson Overview This lesson covers the organizational levels and introduces you to document usage and classification.. Lesson Objectives After completing this lesson, you will be able to: • • •. Identify the PP organizational units Describe how to use document management and classification functions Navigate the PP menu paths. Business Example As a member of the project team, you must understand how PP basic data and master data are used.. Organizational Levels and Material Master Some material data is valid on all organizational levels, and other data is only valid for specific levels. The material master is arranged to allow material data to be managed centrally within the company. This prevents datasets from being unecessarily filled with redundant information. The material master reflects the structure of a company. The figure shows the structure of the material master record.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 5.

(14) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. Figure 2: Organizational Levels for the Material Master Record. You can save data at different company levels: • • •. Client level Plant level Storage location level. General material data that applies to the whole company is stored at the client level. Examples of this kind of data are material short texts, base units of measure and conversion factors for alternative units of measure. All data that applies to a plant and its assigned storage locations is stored at the plant level. An example of this type of data is work scheduling data. Production planning and execution take place at plant level. All data that applies to a specific storage location is stored at the storage location level. This data is mainly storage location stock. A plant is an organizational unit within a company. A plant is a place where valued goods and services are: • • • •. 6. Produced Stored Consumed Distributed. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(15) PLM111. Lesson: Organizational Levels and Master Data in Production. Examples of plants include factories, central warehouses, corporate headquarters and sales offices. Basic data is used to: • • • • •. Determine materials staging Determine production methods with operation dates for an order Calculate start and finish dates for an order Identify available capacity and expected usage Calculate product and production costs. PP basic data: • • • • • •. Material BOM Routing Work center Production resources/tools Documents. Figure 3: Basic Data and Basic Functions. In manufacturing, everything revolves around material masters and BOMs, which determine the relationships between the materials used in production. Material masters must exist before a bill of material and its components can be created.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 7.

(16) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. Bills of materials indicate what materials are used to produce a product. The components in a BOM can be assigned to specific operations where they are required. Work centers must be defined before they can be used in an operation. Production resources and tools identify the tools needed to do the work. They can be assigned to operations. Documents created in document management can be assigned as components in BOMs, or as a PRT to routing operations. Standard R/3 texts can be created and assigned to PP basic data objects. The R/3 classification system can be used to group PP basic data according to user-defined attributes.. Figure 4: Routing Usage. A routing shows operations in a sequence and acts as a template for production orders. The planned time for each operation is stored in the routing as standard values. These standard values are the basis for: • • •. 8. Lead time scheduling Product costing Capacity planning. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(17) PLM111. Lesson: Organizational Levels and Master Data in Production. Figure 5: Master Data in Production Orders. For the material you want to produce, you must set the procurement type to in-house production (X,E). You must maintain at least one plant-specific view (MRP and/or work scheduling) and the accounting and costing views for the material. You must create BOMs as single-level BOMs. Create routings as routings (generic).. Figure 6: Material Master Views. 2003/Q2. © 2004 SAP AG. All rights reserved.. 9.

(18) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. The material master is used by all SAP R/3 logistics applications. It controls whether a material is purchased, produced or sold. Every area of responsibility can have a material master view. Because different user departments in a company work with the same material, and each of these departments wants to store different information on the material, you can subdivide material master data according to the department it belongs to. Each department has its own material master record view and is responsible for its data being correct. The data that you maintain in the following views is used by PP functions: • • • •. The basic data view includes general data such as the material number, material description, base unit of measure and technical data. Die The classification view contains user-defined class assignments for a material. The materials planning view contains plant-specific data used in procurement planning. The scheduling view contains plant-specific data used for scheduling materials for production.. BOM BOMs contain the materials used to produce a product. BOMs contain assemblies and components that flow into the production of a material. The figure shows the BOM for a pump.. 10. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(19) PLM111. Lesson: Organizational Levels and Master Data in Production. Figure 7: Sample BOM: Pump. BOMs are used in material requirements planning, production, procurement and product costing. A BOM consists of a BOM header and BOM items. The base quantity in the header specifies the finished product quantity the item quantities are based on. BOM items indicate individual parts and assemblies, which are identified by their material numbers. BOMs are single level. A BOM item can also contain components, so that a multi-level production can be described by the single-level BOMs from the finished product, assemblies or assemblies of the assemblies (and so on). In addition to stock items, which flow into the finished product, a BOM can also contain documents or text items.. Work Centers, Routings, Production Resources/Tools and Document Usage A work center is a location that defines when and where production resources are required according to order requirements. In different companies, work centers are also called machine centers or capacity centers.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 11.

(20) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. Work centers can be defined as individual or multiple machines, people, tools and so on. Work centers are used in routings (routings, standard networks, inspection plans, maintenance task lists, rough-cut planning profiles) and in orders. Work centers can be used to collect capacity for statistical evaluations.. Figure 8: Work Center. A routing defines operations and the sequence in which they are carried out. The following is also defined in the routing: • • • •. 12. Where the work is to be done How long the work should take What materials are needed for each operation What tools, jigs and fixtures are required. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(21) PLM111. Lesson: Organizational Levels and Master Data in Production. Figure 9: Routing. Production resources and tools (PRTs) are items that are used but not necessarily consumed during production. In SAP R/3 there are different types of production resources and tools to differentiate between different purposes. • • • •. 2003/Q2. Production resources and tools with material master Production resources and tools with document master Production resources and tools with equipment master Miscellaneous production resources and tools. © 2004 SAP AG. All rights reserved.. 13.

(22) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. Figure 10: Description of Production Resources and Tools. Documents are basic data that can be used system-wide or on an individual basis depending on the document type. They can be linked to operations as PRTs or to a BOM using the item category. Documents are defined separately in the document management system. Documents can be specified as a component in a BOM or as a PRT document. If they are used as a PRT, they are assigned to an operation in a routing.. 14. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(23) PLM111. Lesson: Organizational Levels and Master Data in Production. Figure 11: Document Usage. You define user authorizations for the document types in PP basic data in Customizing for the document management system.. Classification Classification supports the user-defined relationships among different objects in SAP R/3. Classification allows you to search for individual objects or groups of objects with similar values.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 15.

(24) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. Figure 12: Classification System. The purpose of classification is: • • •. To enable you to find objects To enable you to find similar objects To establish that no object matching a set of user-defined criteria exists. A prerequisite for these requirements is an appropriate classification system. The SAP classification system allows you to use matchcodes and mnemonic numbers to build such a classification system. The four parts of the classification system are: • • • •. 16. Characteristics maintenance Class maintenance Classification (assignments) Object search. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(25) PLM111. Lesson: Organizational Levels and Master Data in Production. Figure 13: Classification System Functions. An object is a unit that can be classified (such as material, supplier, work center and so on). A class is a name for a group of objects that have the same or similar attributes. A characteristic describes specifications of an object (such as length, standard, basic material and so on). A characteristic value gives an exact value for the characteristic (for example, 10cm, DIN 931, iron and so on). Procedure for class maintenance: 1. 2. 3. 4.. 2003/Q2. Define characteristics and allowed characteristic values Maintain the class, including assigning the characteristics Maintain the objects (for example, materials), including assigning them to one or more classes and assigning values to them Find objects. © 2004 SAP AG. All rights reserved.. 17.

(26) Unit 1: Overview of Organizational Structures & PP Basic Data. PLM111. Lesson Summary You should now be able to: • Identify the PP organizational units • Describe how to use document management and classification functions • Navigate the PP menu paths. Related Information Course PLM130 contains more information on the SAP classification system.. 18. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(27) PLM111. Unit Summary. Unit Summary You should now be able to: • Describe the primary objects in PP basic data • Explain the SAP definition of each PP basic data element • Identify the PP organizational units • Describe how to use document management and classification functions • Navigate the PP menu paths. 2003/Q2. © 2004 SAP AG. All rights reserved.. 19.

(28) Unit Summary. 20. PLM111. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(29) PLM111. Test Your Knowledge. Test Your Knowledge. 2003/Q2. 1.. What are routings used for?. 2.. Name the four focus types of production resources and tools.. © 2004 SAP AG. All rights reserved.. 21.

(30) Test Your Knowledge. PLM111. Answers 1.. What are routings used for? Answer: Routings are used as scheduling and costing templates. They also serve as copy templates for production orders.. 2.. Name the four focus types of production resources and tools. Answer: The four types of production resources and tools are production resources and tools with material master, miscellaneous production resources and tools, production resources and tools with document master, and production resources and tools with equipment master.. 22. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(31) Unit 2 Displaying Routings Unit Overview This unit covers the routing structure and routing types.. Unit Objectives After completing this unit, you will be able to: •. Navigate through the routing and display all views. Unit Contents Lesson: Routing Structure and Routing Types................................... 24 Exercise 1: Routing Structure and Routing Types .......................... 27. 2003/Q2. © 2004 SAP AG. All rights reserved.. 23.

(32) Unit 2: Displaying Routings. PLM111. Lesson: Routing Structure and Routing Types Lesson Overview This unit explains the simplest way to display a routing and describes the process of the necessary work center maintenance.. Lesson Objectives After completing this lesson, you will be able to: •. Navigate through the routing and display all views. Business Example You want an get an overview of the production methods for a pump and display the routing for this pump.. Routing Structure In SAP R/3, routings are used to support various business functions. (For example?) You can also store more than one routing, including operations, for manufacturing a material in a routing structure.. Figure 14: Routing structure. 24. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(33) PLM111. Lesson: Routing Structure and Routing Types. A routing determines the sequence of individual operations that are necessary to produce a finished product. A routing contains operations and information about the work centers where the individual operations are carried out and about the standard times. Other important information included in the routing refers to the material components required for an operation as well as the necessary tools, jigs and fixtures (production resources/tools). If you want inspections to be carried out during an operation, you can assign inspection characteristics to the operation in a routing. The characteristic overview is the starting point for assigning an inspection characteristic. You can assign trigger points to operations in routings, so that later in the production order, certain functions are triggered when certain events occur. Such an event could be a specific confirmation from an operation.. Figure 15: Routing. You can combine routings with similar production cycles in a task list group. An alternative sequence additionally allows you to select alternative operations for a sequence of operations. This could be the case when using different work procedures for various lot sizes or when working around capacity bottlenecks. A parallel sequence allows you to process operations concurrently with others. The processing sequence is defined by the branch and return operations.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 25.

(34) Unit 2: Displaying Routings. PLM111. Task List Types. Figure 16: Task list types. The task list types are assigned to the different applications. A standard routing describes material-related production in production planning. A reference operation set is not material-specific . Reference operation sets can be used as references and as templates for standard routings. A rate routing describes material-related production within a production line and is used mostly in repetitive manufacturing. A reference rate routing helps you create rate routings. Master recipes are used in the process industry. Rough-cut planning profiles are used in Sales and Operation Planning. Standard networks are network structures that are independent of any particular project and that can be used as a template in the creation of operative networks. Using standard networks to create networks can save time if different projects have the same operations. An inspection plan is used for carrying out quality inspections and for measures that are relevant to production, such as goods inspection on receipt.. 26. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(35) PLM111. Lesson: Routing Structure and Routing Types. Exercise 1: Routing Structure and Routing Types Exercise Objectives After completing this exercise, you will be able to: • Display a standard routing. Business Example You are responsible for the routing description of an assembly and of a pump.. Task 1: Display a standard routing. 1.. Select Logistics → Production → Master Data → Routings → Routings → Standard Routings → Display. Display the standard routing for pump T-F1## in plant 1000. What are the task list group number and group counter?. 2.. When was the routing created and by whom? What are the effectivity dates for the routing? ______________________________________. 3.. What are the effectivity dates for operation 30? Go to the operations overview. ______________________________________. 4.. What are the standard values for operation 30?. Task 2: Display the object overview for the routing.. 2003/Q2. 1.. Display the object overview for the routing for pump T-F1##. Choose the overview variant (variant 4) for displaying the routing, sequence, operation, material, production resources/tools, and characteristics. How many sequences does the routing have?. 2.. Are material components assigned to an operation?. 3.. To which operations are production resources/tools assigned?. © 2004 SAP AG. All rights reserved.. 27.

(36) Unit 2: Displaying Routings. PLM111. Solution 1: Routing Structure and Routing Types Task 1: Display a standard routing. 1.. Select Logistics → Production → Master Data → Routings → Routings → Standard Routings → Display. Display the standard routing for pump T-F1## in plant 1000. What are the task list group number and group counter? a). b) 2.. Enter the following: Field. Entry. Material. T-F1##. Plant. 1000. Select Header. This is where you can read the task list group number and the group counter.. When was the routing created and by whom? What are the effectivity dates for the routing? ______________________________________ a) b). 3.. Scroll down to the administrative data. You can also find the effectivity data in the administrative data.. What are the effectivity dates for operation 30? Go to the operations overview. ______________________________________ a). 4.. Click Operations to access the operation overview. Select the operation details by double-clicking operation 30. Scroll down to the administrative data for the operation.. What are the standard values for operation 30? a). Scroll back up to the standard values for the operation. Setup time: 15 minutes; machine and labor times: 10 minutes each.. Continued on next page. 28. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(37) PLM111. Lesson: Routing Structure and Routing Types. Task 2: Display the object overview for the routing. 1.. Display the object overview for the routing for pump T-F1##. Choose the overview variant (variant 4) for displaying the routing, sequence, operation, material, production resources/tools, and characteristics. How many sequences does the routing have? a) b). Select Goto → Object overview. Select variant 4 of the overview variants. Sequence 0 (standard sequence). 2.. Are material components assigned to an operation? a). 3.. To which operations are production resources/tools assigned? a). 2003/Q2. No Operations 20 and 50 have production resources/tools assigned to them.. © 2004 SAP AG. All rights reserved.. 29.

(38) Unit 2: Displaying Routings. PLM111. Lesson Summary You should now be able to: • Navigate through the routing and display all views. 30. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(39) PLM111. Unit Summary. Unit Summary You should now be able to: • Navigate through the routing and display all views. 2003/Q2. © 2004 SAP AG. All rights reserved.. 31.

(40) Unit Summary. 32. PLM111. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(41) PLM111. Test Your Knowledge. Test Your Knowledge 1.. 2003/Q2. Which function does the task list group have?. © 2004 SAP AG. All rights reserved.. 33.

(42) Test Your Knowledge. PLM111. Answers 1.. Which function does the task list group have? Answer: The task list group defines the person responsible for scheduling the work. (not mentioned in lesson!). 34. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(43) Unit 3 Work Center Unit Overview This unit covers work center data from the aspect of work scheduling. This unit describes how to create a work center and explains default values for operations, the work center hierarchy and reporting programs.. Unit Objectives After completing this unit, you will be able to: • •. Identify which work center data is relevant for routings Create reports for work centers and make mass changes. Unit Contents Lesson: Work Center Data, Default Data, Work Center Hierarchy............ 36 Exercise 2: Work Center Data, Default Data, Work Center Hierarchy ... 43 Lesson: Reporting and Mass Changes ........................................... 53. 2003/Q2. © 2004 SAP AG. All rights reserved.. 35.

(44) Unit 3: Work Center. PLM111. Lesson: Work Center Data, Default Data, Work Center Hierarchy Lesson Overview This unit deals only with the work center data that is relevant with respect to a routing.. Lesson Objectives After completing this lesson, you will be able to: •. Identify which work center data is relevant for routings. Business Example • •. Your company wants to reorganize its work centers You are responsible for setting up and maintaining the work centers.. Work Center Data Similar to the material master, the work center is made up of several subscreens. The work center is plant-specific and can be used in routings. However, for production orders, it is mandatory to assign cost centers and activity types.. 36. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(45) PLM111. Lesson: Work Center Data, Default Data, Work Center Hierarchy. Figure 17: Work center. Work centers determine the place where the operation is to be executed. They contain • • •. 2003/Q2. Contain default values that are copied or referenced in operations when you create routings Costing data that enable the costing of operations Scheduling and capacity data required for lead time scheduling and capacity planning. © 2004 SAP AG. All rights reserved.. 37.

(46) Unit 3: Work Center. PLM111. Figure 18: Work center data. A work center contains several groups of data that you can enter on various screens (tab pages). Default values are copied to the routing. You use the reference indicator to specify whether a default value can be changed in the routing.. Default values The work center contains default values that are copied when you create an operation and that can be changed in the operation, if necessary. However, if the default values are marked as a reference in the work center, then you cannot make a change in the operation. The default values for work center maintenance are stored in Customizing per plant for the order type.. 38. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(47) PLM111. Lesson: Work Center Data, Default Data, Work Center Hierarchy. Figure 19: Default values in work centers. Note: When setting up an SAP R/3 PP system, you should make sure that as much data as possible is defined in work center maintenance. The default values are copied to routings or production orders. This data is saved partly in various screens in the work center. Activity types are proposed from the cost center assignment screen. Standard texts for operation descriptions can be predefined in SAP R/3.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 39.

(48) Unit 3: Work Center. PLM111. Figure 20: Standard text for operation description. To maintain standard texts, choose Routings → Extras → Standard text. A standard text key identifies the standard text. You can specify this key in the work center. When you use the work center in a routing, the standard text is copied or referenced in the operation.. Costing For operation costing, it is necessary to assign the work center to a cost center. Additionally, activity types with cost unit rates are required because multiple work centers can belong to one cost center.. 40. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(49) PLM111. Lesson: Work Center Data, Default Data, Work Center Hierarchy. Figure 21: Production costing. You can assign a work center to only one cost center in a time period. A cost center can contain several work centers. You must enter the cost center activity types that are relevant to costing at a work center. There must be an activity type master for the activity types used. The activity types maintained in the work center are used as default values for the operation. If no reference indicator has been set for the activity type in the work center, you can change the activity type in the operation.. Work Center Hierarchy Work center hierarchies serve to aggregate available capacities and capacity requirements in capacity planning. You can assign the work center to work center hierarchies for reporting. A work center can be assigned to multiple hierarchies.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 41.

(50) Unit 3: Work Center. PLM111. Figure 22: Work center hierarchy. Work centers can be arranged in work center hierarchies. A hierarchy can consist of any number of levels.. 42. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(51) PLM111. Lesson: Work Center Data, Default Data, Work Center Hierarchy. Exercise 2: Work Center Data, Default Data, Work Center Hierarchy Exercise Objectives After completing this exercise, you will be able to: • Create a standard text • Create and change a work center. Business Example Two new machines have been purchased to support the assembly process for the new pump. You are responsible for the definition of a new work center that represents the two new machines.. Task 1: Define a standard text for the operation description as the standard text for the new work center. 1.. Create a standard text key T## with the description Assembly instructions for group ##. Enter Complete the pump assembly as the long text.. Task 2: Create a work center. 1.. Create work center CENTER## in plant 1000. The work center is intended for the two identical new machines with the work center category 0003. Hint: To maintain the individual tab pages (screen sequences), select Next screen.. 2.. Maintain the following data on the Basic data tab page: Field. Entry. Description. Pump assembly ##. Person responsible. 0## Continued on next page. 2003/Q2. © 2004 SAP AG. All rights reserved.. 43.

(52) Unit 3: Work Center. PLM111. Field. Entry. Usage. All task list types. Standard value key. Normal production. Rules for maintenance. Setup time - should be entered Machine time - must be entered Labor time - is not checked. Performance efficiency rate key 3.. Machine - 090 %. On the Default values tab page, choose the control key (between PP01 and PP99), your standard text key, and minutes as the unit of measure. Set the reference indicator for the control key. Note: Choose a control key from the PP series (P01 to PP99). It must allow scheduling, capacity planning, and costing. It must also print time tickets and allow confirmations.. 4.. Save the work center.. Continued on next page. 44. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(53) PLM111. Lesson: Work Center Data, Default Data, Work Center Hierarchy. Task 3: Answer the following questions about the work center that you have just saved. 1.. Can you define operations using this work center without entering a setup time?. 2.. Can you use a work center, in which only the basic data and default values tab pages have been defined, in routing operations?. Task 4: Add data for capacity, scheduling, and costing to the work center CENTER##. To do so, use the change transaction and the work center check function. 1.. 2.. Enter the capacity category 001 and on theChange Work Center Capacity: Header screen, adjust the capacity data using the following capacity data: Field. Entry. Capacity planner group. 0##. Grouping. 51. Base unit of measure. Hour. Start/finish time. 08:00 / 17:00. Length of breaks. 1 hour. Capacity utilization. 80 %. Number of individual capacities. 2 machines. Maintain the following data on the Scheduling tab page:. Continued on next page. 2003/Q2. © 2004 SAP AG. All rights reserved.. 45.

(54) Unit 3: Work Center. PLM111. Field. Entry. Scheduling basis: Capacity category. 001. Formulas for setup/processing. SAP001 / SAP002. Location group. 0002. Standard queue time. 2 hours. 3.. Why is the assignment of a capacity category in the scheduling view important?. 4.. What is determined with the help of the location group?. 5.. Maintain the following data on the Costing tab page: Cost center Activity type. 4230 Setup time -1422 Machine time -1420. Formula keys. Setup - SAP005 Machine - SAP006. Continued on next page. 46. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(55) PLM111. 2003/Q2. Lesson: Work Center Data, Default Data, Work Center Hierarchy. 6.. Why is the activity type so important?. 7.. Complete the addition of the data for work center CENTER##.. © 2004 SAP AG. All rights reserved.. 47.

(56) Unit 3: Work Center. PLM111. Solution 2: Work Center Data, Default Data, Work Center Hierarchy Task 1: Define a standard text for the operation description as the standard text for the new work center. 1.. Create a standard text key T## with the description Assembly instructions for group ##. Enter Complete the pump assembly as the long text. a) b). Select Logistics → Production → Master Data → Work Centers → Extras → Standard texts: Task List. Make the required entries.. Task 2: Create a work center. 1.. Create work center CENTER## in plant 1000. The work center is intended for the two identical new machines with the work center category 0003. Hint: To maintain the individual tab pages (screen sequences), select Next screen. a) b) c). 2.. Select Logistics → Production → Master Data → Work Centers → Work Center → Create. Enter plant 1000, work center number CENTER##, and work center category 0003. Select Enter.. Maintain the following data on the Basic data tab page: Field. Entry. Description. Pump assembly ##. Person responsible. 0##. Usage. All task list types. Continued on next page. 48. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(57) PLM111. Lesson: Work Center Data, Default Data, Work Center Hierarchy. Field. Entry. Standard value key. Normal production. Rules for maintenance. Setup time - should be entered Machine time - must be entered Labor time - is not checked. Performance efficiency rate key a). Machine - 090 %. After the work center number, enter the work center description Pump assembly ##. Use the input help to enter the person responsible, usage, and standard value key. Press Enter to be able to enter the rules for maintenance and the key for performance efficiency rate.. 3.. On the Default values tab page, choose the control key (between PP01 and PP99), your standard text key, and minutes as the unit of measure. Set the reference indicator for the control key. Note: Choose a control key from the PP series (P01 to PP99). It must allow scheduling, capacity planning, and costing. It must also print time tickets and allow confirmations. a) b). Select Next screen. Maintain the following data on the Default values tab page: Field. Entry. Control key. PP01to PP99. Standard text key. T##. Unit of measure for standard Minute values Reference indicator 4.. For the control key. Save the work center. a). Select Save. Continued on next page. 2003/Q2. © 2004 SAP AG. All rights reserved.. 49.

(58) Unit 3: Work Center. PLM111. Task 3: Answer the following questions about the work center that you have just saved. 1.. Can you define operations using this work center without entering a setup time? Answer: Yes, but a warning message appears that prompts you to enter a setup time.. 2.. Can you use a work center, in which only the basic data and default values tab pages have been defined, in routing operations? Answer: In the routing, yes. In the production order, no.. Task 4: Add data for capacity, scheduling, and costing to the work center CENTER##. To do so, use the change transaction and the work center check function. 1.. Enter the capacity category 001 and on theChange Work Center Capacity: Header screen, adjust the capacity data using the following capacity data: Field. Entry. Capacity planner group. 0##. Grouping. 51. Base unit of measure. Hour. Start/finish time. 08:00 / 17:00. Length of breaks. 1 hour. Capacity utilization. 80 %. Number of individual capacities. 2 machines. a) b) 2.. Select Logistics → Production → Master Data → Work Centers → Work Center → Change + Work Center → Check. To access the capacity header data, double-click the number of the capacity category, or click Capacity header data.. Maintain the following data on the Scheduling tab page:. Continued on next page. 50. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(59) PLM111. Lesson: Work Center Data, Default Data, Work Center Hierarchy. Field. Entry. Scheduling basis: Capacity category. 001. Formulas for setup/processing. SAP001 / SAP002. Location group. 0002. Standard queue time. 2 hours. a) 3.. Select Back and Next screen.. Why is the assignment of a capacity category in the scheduling view important? Answer: The scheduling basis defines which data is used to calculate lead time scheduling. For example, the machine capacity category defines which days are working days and that this work center is available each working day between 8:00 AM and 5:00 PM.. 4.. What is determined with the help of the location group? Answer: Move time. The actual move time value is defined in a move time matrix. The actual move time is the value for the location group of a work center in an operation with relation to the location group for the work center in the next operation of a routing.. 5.. Maintain the following data on the Costing tab page: Cost center. 4230. Activity type. Setup time -1422 Machine time -1420. Formula keys. Setup - SAP005 Machine - SAP006. a) 6.. Make the required entries.. Why is the activity type so important? Answer: The activity type contains the cost center’s price for each activity that is to be performed in the work center.. 7.. Complete the addition of the data for work center CENTER##. a). 2003/Q2. Select Save.. © 2004 SAP AG. All rights reserved.. 51.

(60) Unit 3: Work Center. PLM111. Lesson Summary You should now be able to: • Identify which work center data is relevant for routings. Related Information The data relevant to capacity is discussed in course SCM360 – Capacity Planning.. 52. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(61) PLM111. Lesson: Reporting and Mass Changes. Lesson: Reporting and Mass Changes Lesson Overview This lesson deals with the work center data that is relevant with respect to a routing.. Lesson Objectives After completing this lesson, you will be able to: •. Create reports for work centers and make mass changes. Business Example You want to find out where the work center is used and make mass changes to the data contents, if necessary.. Reporting and Mass Change Text missing. Figure 23: Reports regarding work centers and capacities. 2003/Q2. © 2004 SAP AG. All rights reserved.. 53.

(62) Unit 3: Work Center. PLM111. Lesson Summary You should now be able to: • Create reports for work centers and make mass changes. Related Information The data relevant to capacity is discussed in course SCM360 – Capacity Planning.. 54. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(63) PLM111. Unit Summary. Unit Summary You should now be able to: • Identify which work center data is relevant for routings • Create reports for work centers and make mass changes. 2003/Q2. © 2004 SAP AG. All rights reserved.. 55.

(64) Unit Summary. 56. PLM111. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(65) PLM111. Test Your Knowledge. Test Your Knowledge 1.. Can a work center for which only the basic data view has been maintained be used in an operation of a routing? Choose the correct answer(s).. □ □ □ □. 2003/Q2. A B C D. Yes, without any problems Yes, but you must enter the control key into the operation manually. No, it can't.. © 2004 SAP AG. All rights reserved.. 57.

(66) Test Your Knowledge. PLM111. Answers 1.. Can a work center for which only the basic data view has been maintained be used in an operation of a routing? Answer: B. 58. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(67) Unit 4 Creating a Routing Unit Overview This unit covers creating and changing routings. It demonstrates how to use the Engineering Workbench to make enhancements.. Unit Objectives After completing this unit, you will be able to: • • • •. Expand routings using the Engineering Workbench Assign material components to operations Maintain variable-size items with cutting measures Maintain and use production resources/tools. Unit Contents Lesson: Structure of the Engineering Workbench Interface.................... 60 Lesson: Creating a Routing and Material Assignment .......................... 65 Lesson: Production Resources/Tools ............................................. 68 Exercise 3: Creating a Routing, Material Assignment ...................... 71. 2003/Q2. © 2004 SAP AG. All rights reserved.. 59.

(68) Unit 4: Creating a Routing. PLM111. Lesson: Structure of the Engineering Workbench Interface Lesson Overview This lesson explains how to use the Engineering Workbench to create and change routings and provides additional information.. Lesson Objectives After completing this lesson, you will be able to: •. Expand routings using the Engineering Workbench. Business Example Because you are responsible for maintaining routings in the project team, you want to know how to create and change routings using the Engineering Workbench.. Worklist and Screen Layout The Engineering Workbench is a maintenance environment for product structures and PP objects; its capabilities far exceed those of the conventional maintenance of BOMs and routings. You do not have to process routings and BOMs separately. The most important objects of the Engineering Workbench are BOM items and operations. Views are applied to these objects, which then further enable the conventional BOM or routing structures to be used. These views support the full extent of the processing functions, such as: • • • •. Creating Changing Displaying Deleting. The worklist contains the selected objects, so that they can be displayed, changed or newly created in the Engineering Workbench. The system copies these objects from the database into the worklist. Only when the worklist has been saved following the processing of objects, are new objects created in the database or existing ones changed or deleted.. 60. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(69) PLM111. Lesson: Structure of the Engineering Workbench Interface. Figure 24: Worklist: Use. The screen of the Engineering Workbench is divided in three sections: • • •. Toolbar Cockpit Overview. Figure 25: Screen layout. 2003/Q2. © 2004 SAP AG. All rights reserved.. 61.

(70) Unit 4: Creating a Routing. PLM111. The toolbar provides the user with currently available functions that are represented by icons. The cockpit controls the Engineering Workbench. It is always available and consists of three sections: Process using This section is where you enter a key date or a change number to process the objects in the worklist. You need to enter a key date or a change number when you add, change, or delete an object. Effectivity window This section is where you can display a particular time segment of the worklist. Context This section is where the hierarchical relationships of objects in the overview screen are displayed. This screen contains one input line each for material, BOM and item. The overview lists objects that are contained in the worklist and that match the entries in the effectivity window and in the context. It provides information about the objects and change statuses of a particular object type.. Origin of the Default Values The default values from the work center can be references. You can also specify maintenance rules for standard values in a routing. You can specify default values in a profile for each routing usage. Only in a routing can the reference indicator protect from overwriting.. 62. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(71) PLM111. Lesson: Structure of the Engineering Workbench Interface. Figure 26: Origin of default values in routings. 2003/Q2. © 2004 SAP AG. All rights reserved.. 63.

(72) Unit 4: Creating a Routing. PLM111. Lesson Summary You should now be able to: • Expand routings using the Engineering Workbench. 64. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(73) PLM111. Lesson: Creating a Routing and Material Assignment. Lesson: Creating a Routing and Material Assignment Lesson Overview In this lesson, you will learn how to assign materials to a routing.. Lesson Objectives After completing this lesson, you will be able to: • •. Assign material components to operations Maintain variable-size items with cutting measures. Business Example You are responsible for the correct staging of material components for the operation. Therefore you have to assign these components to operations and, if necessary, adjust the BOMs.. Material Assignment Material components must be assigned to operations.. Figure 27: Material assignment. 2003/Q2. © 2004 SAP AG. All rights reserved.. 65.

(74) Unit 4: Creating a Routing. PLM111. You can assign and display material components for separate operations in the material component overview. For a clearer overview, you can use different criteria to filter or sort the material component list. You can • • •. Assign a new component Delete and reassign material assignments Navigate between multiple operations. You can maintain BOMs completely without having to leave routing maintenance.. Figure 28: Assigning a variable-size item. When you maintain the BOM, the final measurements are specified for the variable-size items. If you require a large cutting measure for the production of this BOM item, you can specify this when you assign the operation. Only those involved in material staging get these measurements. Inventory management books out the measurements from the BOM.. 66. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(75) PLM111. Lesson: Creating a Routing and Material Assignment. Lesson Summary You should now be able to: • Assign material components to operations • Maintain variable-size items with cutting measures. 2003/Q2. © 2004 SAP AG. All rights reserved.. 67.

(76) Unit 4: Creating a Routing. PLM111. Lesson: Production Resources/Tools Lesson Overview This lesson explains how to create and use production resources/tools.. Lesson Objectives After completing this lesson, you will be able to: •. Maintain and use production resources/tools. Business Example why use production resources/tools. Production Resources/Tools Production resources/tools are required to carry out an operation and therefore have to be assigned to that operation. The PRT must be identified by a material master or a PRT master. The input screen for production resources/tools with a material master is automatically displayed when assigning a PRT to an operation. The PRT category can be changed.. Figure 29: Production Resources/Tools. In the SAP system, you can assign various PRT categories to an operation in a routing or a production order. The PRT category is determined by the requirements of a PRT and its reference to a particular object (material, equipment, and so on).. 68. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(77) PLM111. Lesson: Production Resources/Tools. Figure 30: Comparison of PRT Categories. 2003/Q2. © 2004 SAP AG. All rights reserved.. 69.

(78) Unit 4: Creating a Routing. 70. PLM111. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(79) PLM111. Lesson: Production Resources/Tools. Exercise 3: Creating a Routing, Material Assignment Exercise Objectives After completing this exercise, you will be able to: • Create a simple routing with the Engineering Workbench • Enter a BOM item, and assign an operation • Use production resources/tools. Business Example You are responsible for the maintenance of master data for routings and BOMs in your company; to do this, you use the common maintenance interface in the Engineering Workbench.. Task 1: Create three material masters using templates. 1.. For both material T-F## and TP-F##, create a material master for the material type Finished Product, and for the industry sector Mechanical Engineering by using the template T-F1##. Select Logistics → Production → Master Data → Material Master → Material → Create (Special) → Finished Product.. 2.. Maintain the Work Scheduling view for plant 1000. The description for T-F## should be Pump 1##, and Pump 2## for TP-F##.. 3.. Create a material master for the material T-B## with material type Semifinished Product, and for the Mechanical Engineering industry sector, use template 400-431. Select Logistics → Production → Master Data → Material Master → Material → Create (Special) → Semifinished Product.. 4.. Maintain the Work Scheduling view for plant 1000. The description for T-B## should read Washer ##. In the Production scheduler field, enter your 3-digit group number.. Continued on next page. 2003/Q2. © 2004 SAP AG. All rights reserved.. 71.

(80) Unit 4: Creating a Routing. PLM111. Task 2: Call the transaction for the Engineering Workbench. 1.. In the EWB, select P_ALLES as the current working area, and save it as the default working area.. Task 3: Create a standard routing. 1.. Create a routing for the production of a washer with material number T-B## in plant 1000. The routing should be valid immediately and used for a lot size of 1-1000 pieces.. 2.. Enter the operations specified in the following table into your routing, and either copy the operation texts from the standard text keys from the work center, or enter them manually. Op.. Work Center. Operation Description. Setup Time. 10. 1121. Copy default text. 1 min.. 20. 1320. Punch holes with tool. 2 min.. 30. 1721. Copy default text. Mach. Time. Labor Time 1 min.. 3 min.. 3 min. 2 min.. Task 4: Create a BOM with one component. 1.. You need a cork insert for the production of washer T-B##. Create a BOM with a block of cork as a component. First create a BOM header. The BOM should be used for production and set as active.. 2.. Create BOM item 10 with item category R and material number T-T##. Because a material master record does not yet exists for this block of cork, a dialog box appears to maintain the material master record.. 3.. Maintain only the MRP 1 view with the MRP profile PD01 and the data from the table below. After you confirm the entries, you return to the Engineering Workbench where you specify the variable-size item data.. Continued on next page. 72. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(81) PLM111. Lesson: Production Resources/Tools. Field. Entry. Industry Sector. Mechanical Engineering. Material Type. Raw Material. Description. Cork block ##. Base unit of measure. m2. 4.. The engineering department specifies the final measurements for the washer BOM item as being 60 x 60 mm per piece. (What needs to be done?). 5.. You are the industrial engineer, and you want to punch the washer with a tool and therefore need a larger cutting measure than specified by engineering. Assign the component to operation 20, and enter the cutting measures 80 x 80 mm for the cutting measure. Save the data. Hint: For MRP and inventory management, only the measurements from the BOM are valid.. 2003/Q2. 6.. Assign the miscellaneous production resource/tool PP-FHMS to operation 20.. 7.. Check the assignments in the operations overview. Save the changes and exit the Engineering Workbench.. © 2004 SAP AG. All rights reserved.. 73.

(82) Unit 4: Creating a Routing. PLM111. Solution 3: Creating a Routing, Material Assignment Task 1: Create three material masters using templates. 1.. For both material T-F## and TP-F##, create a material master for the material type Finished Product, and for the industry sector Mechanical Engineering by using the template T-F1##. Select Logistics → Production → Master Data → Material Master → Material → Create (Special) → Finished Product. a) b). 2.. Maintain the Work Scheduling view for plant 1000. The description for T-F## should be Pump 1##, and Pump 2## for TP-F##. a). 3.. Select the Mechanical Engineering industry sector. Enter T-F1## as the Copy From material. On the Select View(s) screen, choose Work Scheduling. Enter plant 1000 twice on the Organizational Levels screen. Change the material description in the Work Scheduling view, and note the correct production scheduler number.. Make the required entries.. Create a material master for the material T-B## with material type Semifinished Product, and for the Mechanical Engineering industry sector, use template 400-431. Select Logistics → Production → Master Data → Material Master → Material → Create (Special) → Semifinished Product. a). 4.. Make the required entries.. Maintain the Work Scheduling view for plant 1000. The description for T-B## should read Washer ##. In the Production scheduler field, enter your 3-digit group number. a). Make the required entries.. Continued on next page. 74. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(83) PLM111. Lesson: Production Resources/Tools. Task 2: Call the transaction for the Engineering Workbench. 1.. In the EWB, select P_ALLES as the current working area, and save it as the default working area. a) b). Select Logistics → Production → Master Data → Engineering Workbench. Select P_ALLES from the list as the current working area. Click the Save as default icon in front of Current working area to make it the default and click enter to continue. ... Task 3: Create a standard routing. 1.. Create a routing for the production of a washer with material number T-B## in plant 1000. The routing should be valid immediately and used for a lot size of 1-1000 pieces. a) b) c). 2.. Enter only the material number T-B## and select Execute . Load routings and BOMs. Then click Create. Create the header. Enter plant 1000 and routing type N in the context block. Confirm the dialog box for valid from current date, and enter the lot size 1 to 1000 pieces on the Headers general tab page.. Enter the operations specified in the following table into your routing, and either copy the operation texts from the standard text keys from the work center, or enter them manually. Op.. Work Center. Operation Description. Setup Time. 10. 1121. Copy default text. 1 min.. 20. 1320. Punch holes with tool. 2 min.. 30. 1721. Copy default text. a) b). Mach. Time. Labor Time 1 min.. 3 min.. 3 min. 2 min.. Double-click the O column (for Operations). To enter the processing times, switch to the corresponding tab page. Save the routing. Do not exit the Engineering Workbench.. Continued on next page. 2003/Q2. © 2004 SAP AG. All rights reserved.. 75.

(84) Unit 4: Creating a Routing. PLM111. Task 4: Create a BOM with one component. 1.. You need a cork insert for the production of washer T-B##. Create a BOM with a block of cork as a component. First create a BOM header. The BOM should be used for production and set as active. a) b). 2.. Create BOM item 10 with item category R and material number T-T##. Because a material master record does not yet exists for this block of cork, a dialog box appears to maintain the material master record. a). 3.. Select Bills of Material → Items. Enter the item category R and the material number T-T##.. Maintain only the MRP 1 view with the MRP profile PD01 and the data from the table below. After you confirm the entries, you return to the Engineering Workbench where you specify the variable-size item data. Field. Entry. Industry Sector. Mechanical Engineering. Material Type. Raw Material. Description. Cork block ##. Base unit of measure. m2. a) b) c). 4.. Create a BOM for your material T-B##. Use the menu path Bills of Material → BOM headers. Enter material T-B##, plant 1000, usage 1, and click Create. Enter BOM status 01 and click enter.. In the dialog box for creating material, enter the industry sector and the material type. Choose the MRP 1 view in the material master. In the Organizational Levels dialog box, enter the MRP profile PD01. Maintain only the description "cork block ##" and the base unit of measure m2. When you save the material master for the cork block, you return to BOM maintenance.. The engineering department specifies the final measurements for the washer BOM item as being 60 x 60 mm per piece. (What needs to be done?) a). BOM item. On the Variable-size item tab page, enter the measurements, including the unit of measure, and 1 as the number of variable-size items.. Continued on next page. 76. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(85) PLM111. Lesson: Production Resources/Tools. 5.. You are the industrial engineer, and you want to punch the washer with a tool and therefore need a larger cutting measure than specified by engineering. Assign the component to operation 20, and enter the cutting measures 80 x 80 mm for the cutting measure. Save the data. Hint: For MRP and inventory management, only the measurements from the BOM are valid. a). To assign the BOM item, select Bill of Material → Component Allocations. Or To enter the cutting measures, scroll further to the right on the Component Assignment Overview.. b) c). In the EWB: Options dialog box, choose application PP01. Enter the operation number for the item. Note: Instead, you can select the item and the operation by clicking the function name and the function name . Select Create component assignment on the toolbar.. 6.. Assign the miscellaneous production resource/tool PP-FHMS to operation 20. a) b). 7.. Check the assignments in the operations overview. Save the changes and exit the Engineering Workbench. a). 2003/Q2. From the EWB, select the menu path Task Lists → Operations. Go to the Operations general tab page. To specify the production resource/tool, double-click the Pr column and choose the Miscellaneous tab page.. Select Task Lists → Operations to check the operations.. © 2004 SAP AG. All rights reserved.. 77.

(86) Unit 4: Creating a Routing. PLM111. Lesson Summary You should now be able to: • Maintain and use production resources/tools. 78. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(87) PLM111. Unit Summary. Unit Summary You should now be able to: • Expand routings using the Engineering Workbench • Assign material components to operations • Maintain variable-size items with cutting measures • Maintain and use production resources/tools. 2003/Q2. © 2004 SAP AG. All rights reserved.. 79.

(88) Unit Summary. 80. PLM111. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(89) PLM111. Test Your Knowledge. Test Your Knowledge 1.. 2003/Q2. Can you create a routing without a material master?. © 2004 SAP AG. All rights reserved.. 81.

(90) Test Your Knowledge. PLM111. Answers 1.. Can you create a routing without a material master? Answer: Yes, the routing is stored together with the task list group number and the associated group counter. However, the routing must be assigned to a material for production.. 82. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(91) Unit 5 Engineering Workbench Unit Overview Unit Contents • •. Workbench objects: changing, copying and so on Working simultaneously in the EWB. Unit Objectives After completing this unit, you will be able to: • • •. Use the Engineering Workbench for extensive routing maintenance Use the EWB browser functions Select and use working areas. Unit Contents Lesson: Structure of the Engineering Workbench ............................... 84 Exercise 4: Using the EWB Browser.......................................... 91 Lesson: Using Different Working Areas and Selection Options ............... 97 Exercise 5: Selection Options ................................................ 105. 2003/Q2. © 2004 SAP AG. All rights reserved.. 83.

(92) Unit 5: Engineering Workbench. PLM111. Lesson: Structure of the Engineering Workbench Lesson Overview This lesson explains the structure of the Engineering Workbench and copy features. You will learn how to navigate in the Engineering Workbench and use the browser.. Lesson Objectives After completing this lesson, you will be able to: • •. Use the Engineering Workbench for extensive routing maintenance Use the EWB browser functions. Business Example You would like to find the optimum maintenance environment for permanent changes which allows multiple users to make changes simultaneously. You would also like to create new master data and link it in a hierarchy.. Functions of the Engineering Workbench The Engineering Workbench is a tool for integrated processing of BOMs and routings. This means that both object types and their links are maintained simultaneously and in detail with the same user interface. Why the Engineering Workbench? • • • • • •. Support for complex planning processes Parallel processing Selecting specific objects from routings and BOMs Integrated processing of operations and items Setting targeted locks Representation of the development of change statuses. The concept of the Engineering Workbench however, goes far beyond the conventional maintenance of BOMs and routings. For example, all transactions for the conventional maintenance of these objects are brought together, and extensive change management is offered. If you use complex selection criteria, which can be combined in any way, the resulting data then contains no unwanted additional information – helping you to achieve and quick overview.. 84. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(93) PLM111. Lesson: Structure of the Engineering Workbench. The integration of an object browser as well as various viewers and the digital mockup viewer makes the workbench a central object within PLM.. Figure 31: Processing Objects Simultaneously. Any number of operations from any number of routings can be processed at the same time by different people. The same applies to different BOM items. If you want to process an operation that is already being processed by someone else, the Engineering Workbench gives you information to show you who to contact so that you can consult with the other processor. The processor can then release the operation (for example the BOM item) for you, without interrupting their work on other objects.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 85.

(94) Unit 5: Engineering Workbench. PLM111. Structure of the Engineering Workbench. Figure 32: Structure of the Engineering Workbench. In order to display or process an individual object using the Engineering Workbench, you must select the corresponding object. Examples of objects are: • • • • •. The header of a routing The operation and suboperation The production resource/tool, trigger point and inspection characteristic The BOM header The item and subitem in the BOM. An object can also take the form of an assignment between individual objects. Examples of assignment objects are material-routing assignments, material-BOM assignments and component assignments.. 86. © 2004 SAP AG. All rights reserved.. 2003/Q2.

(95) PLM111. Lesson: Structure of the Engineering Workbench. Figure 33: Working Area 1. You do not have to process routings and BOMs separately. You simply choose the engineering object type, for example, material, operation and so on you want to work with. You group your choices together in a working area. The working area consists of the focus and the working environment. Focus The object type you use for selection. The focus also controls the input screen for the selection. Focus objects can be: Routing headers, operations, BOMs or items. Note: In the figure Working Area 1, the operation is the focus. Working environment Consists of the object types you want to display and process. All remaining object types in the working environment that have not been restricted by the working area can be contained in the Workbench. In the working area you determine which object types you are interested in. A working area can be specially adapted to particular requirements for processing, for example, for production or engineering/design. In the figure Working Area 2, the operation is the focus. The object types PRT, trigger point, inspection characteristic and subitem are excluded.. 2003/Q2. © 2004 SAP AG. All rights reserved.. 87.

(96) Unit 5: Engineering Workbench. PLM111. Figure 34: Working Area 2. You create the working areas in Customizing for the Engineering Workbench.. Figure 35: Choosing the Working Area. Using the Display working area function, you can specify a default working area or select another working area.. 88. © 2004 SAP AG. All rights reserved.. 2003/Q2.

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