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S43100
Management of Technical Objects
in SAP S/4HANA
.
.
PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
.
Course Version: 26
Course Duration: 3 Day(s)
Material Number: 50165450
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[email protected]Contents
vii Course Overview
1 Unit 1: Exploring Functional Locations
3 Lesson: Structuring Functional Locations
13 Lesson: Transferring Data
19 Lesson: Defining Alternative Labeling
23 Lesson: Using Fiori Apps for Functional Locations
29 Lesson: Summarizing Customizing for Functional Locations
37 Unit 2: Structuring and Using Linear Asset Management
39 Lesson: Structuring Linear Assets
47 Lesson: Using Fiori Apps for Linear Assets
49 Lesson: Summarizing Customizing for Linear Assets
55 Unit 3: Exploring and Using Equipment
57 Lesson: Defining Equipment Categories
63 Lesson: Using Status, Partner, Warranty
71 Lesson: Exploring Integration
77 Lesson: Classifying Equipment
81 Lesson: Using Fiori Apps for Equipment
83 Lesson: Summarizing Customizing for Equipment
93 Unit 4: Structuring Bills of Material (BOM)
95 Lesson: Structuring BOM
105 Lesson: Using Fiori Apps for BOM
107 Lesson: Summarizing Customizing for BOM
113 Unit 5: Working with Serial Numbers
115 Lesson: Working with Serial Numbers
123 Lesson: Using Fiori Apps for Serial Numbers
125 Lesson: Summarizing Customizing for Serial Numbers
131 Unit 6: Measuring Points and Counters
133 Lesson: Working with Measuring Points and Counters
143 Lesson: Using Fiori Apps for Measuring Points and Counters
147 Lesson: Summarizing Customizing for Measuring Points and
Counters
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[email protected]Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
● Application Consultant
● Super / Key / Power User
● Project Manager
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[email protected] UNIT 1 Exploring Functional Locations
Lesson 1
Structuring Functional Locations 3
Lesson 2
Transferring Data 13
Lesson 3
Defining Alternative Labeling 19
Lesson 4
Using Fiori Apps for Functional Locations 23
Lesson 5
Summarizing Customizing for Functional Locations 29
UNIT OBJECTIVES
● Structure Functional Locations
● Transfer Data
● Define Alternative Labeling
● Check Roles
● Use Fiori Apps for Functional Locations
● Summarize Customizing for Functional Locations
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[email protected]Unit 1: Exploring Functional Locations
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[email protected] Unit 1
Lesson 1
Structuring Functional Locations
LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Structure Functional Locations
Concept of Functional Locations
Figure 1: Process for Structuring Technical Objects
The following steps highlight the process of structuring technical objects:
1. Decide the objects that require maintenance measures and the objects that need to be
evaluated.
2. Choose the structuring instruments for each object (functional location, equipment,
assembly, material), and create the structure.
3. Create technical characteristics (for example, electrical output) and classes (for example,
pump classes). All technical characteristics become available for an object when a
technical object (for example, equipment) is assigned to a class.
4. Run a configuration check for a complex technical object structure on a to-be structure.
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[email protected]Unit 1: Exploring Functional Locations
Criteria for Functional Locations
Figure 2: Criteria for Functional Locations
Use functional locations to structure your systems if the following conditions exist:
● You want to represent the structures of the technical systems in your company according
to functional criteria.
● You need to perform maintenance tasks for the individual parts of your technical system
and this work needs to be recorded.
● You need to collect technical data for certain parts of your technical system and evaluate it
over a longer period of time.
● You need to monitor the costs of maintenance tasks for certain parts of your technical
system.
● You want to perform analyzes for the influence of usage conditions on damage
susceptibility for the pieces of installed equipment.
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[email protected] Lesson: Structuring Functional Locations
Structure Indicator
Figure 3: Structure Indicator
Functional location labels (previously, numbers) are created using the structure indicator.
The structure indicator consists of two input fields:
● Edit screen
● Hierarchy levels
You can use Edit screen to control the characters that can be used when you assign a label
(letters, numbers, or both) and designate how these characters are grouped or split. You can
use hierarchy levels to define which level ends at which character and how many hierarchy
levels the structure can contain.
The label for a functional location can comprise of a maximum of 40 characters (maximum
length of the coding template).
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[email protected]Unit 1: Exploring Functional Locations
Reference Functional Locations
Figure 4: Reference Functional Location
You can use a reference functional location to help create and manage several similar
functional locations in the system. Define and manage reference functional locations in
individual master records. Reference functional locations do not represent actual locations;
they are assigned to real functional locations as reference locations.
The master record of a reference functional location contains information that is valid for all of
the functional locations assigned to it. When you create functional locations using reference
functional locations, you only need to enter location-specific data.
The system manages the master records for reference functional locations at the client level.
This means that their labels are unique for an entire corporate group.
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[email protected] Lesson: Structuring Functional Locations
Functional Location Creation
Figure 5: List Entry for Functional Locations
Enter a Master Record for a Functional Location
You can enter a master record for a functional location only when the following prerequisites
have been met:
● The structure of the system to be represented in the system has been defined.
● The table settings for structuring functional locations have been entered in the system
using the Customizing function.
● You know which level of the functional location to create so that you represent its
hierarchical structure correctly in the system.
Apply the top-down principle, entering the uppermost level and then the respective
subordinate levels.
● You know whether the description of the functional location needs to be entered according
to a particular, company-specific system to simplify search operations.
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[email protected]Unit 1: Exploring Functional Locations
Automatic Assignment Upon Creation
Figure 6: Automatic Assignment Upon Creation
If you create a functional location, the system uses the structure indicator to assign it
automatically to the corresponding place in an already existing hierarchy with the same
structure indicator.
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Manual Assignment
Figure 7: Manual Assignment
It is also possible to support the transfer of data from superior functional locations to
subordinate functional locations, even if the generic structure of the location numbers has not
been used within the location hierarchy. To complete this action, assign the directly superior
location manually when you create a functional location, overriding automatic determination
of the superior location.
This action is particularly necessary if individual units of a technical system in your company
are identified by a label that describes the position of the unit in the system as a whole. These
tag numbers often consist of a letter that stands for the equipment category (for example, M
for Motor or P for Pump) and a sequential number (for example, pump station 0115). This
identifier is only unique within a plant or technical system.
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[email protected]Unit 1: Exploring Functional Locations
Copying a Complete Functional Location Structure
Figure 8: Copying a Complete Functional Location Structure
To represent a location structure that already exists in a similar form in the system, use this
structure as a template for the new structure. You can use this function if the data of the
similar structure has already been saved, and you can use this function to access the
database and select the objects to be copied.
If the functional location that you are using as a template is based on a reference functional
location, then this reference is copied at the same time. However, the superior functional
location in the location structure is not copied by the system for the new functional location,
but searched for again automatically.
If the location used as a template is classified, you can also copy its classification into the new
functional location. If the location used as a template has assigned measuring points, you can
also copy these measuring points into the new functional location.
The Change structure function facilitates the entry of similar structures within a functional
location or reference functional location. You can use this function to change and insert a
structure branch whose label only deviates at one level from the branch that is already
entered. Use this function only if you have not saved the data of the similar structure to which
you are referring. You cannot use this function to access the database.
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[email protected] Lesson: Structuring Functional Locations
Figure 9: Document Assignment
Information about technical objects that need to be maintained can exist in the form of
documents (for example, construction drawings or photographs).
Documents are managed, visualized, and archived as master records in the Document
Management System. Document management is one of the central Logistics functions.
Since documents are often required when executing maintenance tasks, you can link the
document master records directly to the master record of the technical object. You can make
almost every type of document available to technical objects using the display program
(viewer).
Several documents can also be assigned to a master record for a technical object.
Multilevel List
You can now display the maintenance task list data and the maintenance plan data in
multilevel lists (transaction codes IL07 and IE07), including the following:
● Operations
● Maintenance items
● Maintenance packages
● Maintenance dates
LESSON SUMMARY
You should now be able to:
● Structure Functional Locations
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