Explaining Organizational Levels

Objective

After completing this lesson, you will be able to explain organizational levels and business roles

Organizational Levels

Key Terms used in this lesson

  • Plant

    Describes the organizational unit where technical objects are located and where planning tasks are performed.

  • Work Center

    Describes the organizational unit which is either responsible for or performs maintenance activities.

  • Business Partner

    Unique identification of a person (or group of persons); connected to a personnel number and a SAP user.

Your company wants to implement Asset Management with SAP S/4HANA. Depending on the structure of your company, maintenance planning is either plant-based (decentralized) or cross-plant (centralized). After you have clarified the structure of your organization, you want to make the necessary additions to the configuration of your SAP system.

Table shows the sequence for defining the organizational levels with the following four columns: Step, Content, Role, and Integration. There are three steps: Analyze, Define, and Assign. These are described in the following text.

Step 1:

Plant Maintenance is often only implemented after other components, such as Financial Accounting (FI), Controlling (CO), or Materials Management (MM) have been implemented. This means that the company structure is for the most part predefined in the system. Now, the existing structure must be analyzed from a Plant Maintenance perspective and extended to include the maintenance-specific parts.

Step 2:

After an in-depth analysis, the organizational units relevant for Plant Maintenance are defined in the system. Maintenance plants (which, usually, already exist as logistical plants) and maintenance planning plants (planning plants for short) are defined in the company structure.

Step 3:

In this step, the maintenance planner groups are assigned to planning plants, and maintenance work centers are assigned to maintenance plants.

Organizational Levels

The organizational levels are structured as follows:

Client

The Client is the highest-level element of all the organizational units. It corresponds to a corporate group with several subsidiaries. Within a client, the system always accesses the same database.

Controlling Area

From the Controlling perspective, one or several company codes are assigned to a Controlling Area to have a common Controlling/Management Accounting over several subsidiaries.

Company Codes

The subsidiaries, with their own financial statements and balance sheets, are defined as Company Codes.

Plant

The Plant at which the operational systems of a company are installed is called the maintenance plant.

Planning Plant

If maintenance work is planned at this plant, the maintenance plant is also the maintenance planning plant. Locations subdivide a maintenance plant according to location-based criteria, such as site, buildings, and coordinates. A maintenance plant can also be subdivided into plant sections based on responsibility for production. The person responsible for the plant section is the contact person who coordinates production and maintenance (the plant engineer).

A Maintenance Planning Plant (Planning Plant for short) is the organizational unit in which maintenance requirements are planned. These requirements can either come from your own plant or from another maintenance plant assigned to this maintenance planning plant. The planners within a maintenance planning plant are defined by maintenance planner groups.

Maintenance Work Centers

The units of capacity in plant maintenance are managed as Maintenance Work Centers. Maintenance work centers are assigned to the respective maintenance plant as workshops.

Organizational Unit

The Organizational Unit (Org Unit) is one of the building blocks in HR (Human Resources) to build up an organizational structure. An organizational unit can be assigned to a maintenance work center. This allows you to specify different teams both from a logistical and an HR perspective.

Personnel Number

The Personnel Number is the business object used in HR to describe an employee with all its different data.

Business Partner

The Business Partner in SAP S/4HANA is the mandatory approach to create master data such as persons, groups of persons and organizations. Examples are customer, vendor, personnel number, and so on. Each personnel number has a mandatory business partner assigned.

SAP User

To log on to an SAP system, every user needs an SAP User, which holds the different logon parameters, the roles combined with access rights, and so on. The SAP User is coupled with the personnel number (and the business partner). So, when a user logs on to an SAP S/4HANA system, all different perspectives and data views of this user are covered.

Cross-Plant Maintenance

Image shows a diagram of cross-plant maintenance, which is discussed in the following text.
Plant-specific planning:

A Maintenance plant is also known as a Maintenance planning plant.

In most organizational structures, maintenance measures are planned in the same plant where the maintenance requirement occurs. The maintenance orders are executed by workshops from the same plant, and the spare parts are stored in the same plant (for example, plant 1000).

Cross-plant planning:

Multiple maintenance plants are assigned to a planning plant. For example, in a plant (for example, plant 1200) needs for maintenance because a technical system there requires maintenance (maintenance plant). All further functions (maintenance planning, order execution, and spare parts storage) are however, the responsibility of another plant.

Other options are also possible. The planning of a plant's maintenance measures (for example, plant 1300) and the spare parts procurement take place in another plant (plant 1000). However, the tasks are performed by workshops that are available locally.

Maintenance Work Centers

Image with the following text: Maintenance Work Centers, for example, welders, metalworking, mechanics.

A work center is an organizational unit where work can be carried out. Examples for work centers are:

  • A machine
  • A group of machines
  • A person
  • A group of people

In plant maintenance, work centers are used in Asset Management as follows:

  • Responsible work center in the master record of equipment and functional location
  • Responsible work center in a maintenance item
  • Responsible work center in the header of a task list
  • Executing work center in the operations of a task list
  • Responsible work center in the order header
  • Executing work center in the operations of an order

Work centers belong to the master data and provide the capacity that is required to perform a task.

Work Center - Content

Diagram showing work center content, along with connections to objects in the SAP system, described in the following text.
  • Cost center
  • Qualifications
  • Positions
  • People

The links are valid for certain periods of time.

How to Display a Work Center

Business Roles

In every business processes are based on various roles which include a number of tasks to be performed. For example in the maintenance business the maintenance planner has to create and monitor maintenance orders.

SAP provides various types of template roles as the basis for the creation of customer-specific roles. These business roles represent the requirements of the business on the one hand and provide the required apps (different application types such as Fiori, Web Dynpro or Transaction) together with the necessary authorizations on the other hand.

Examples for template roles:

  • Fiori Roles - f.ex. SAP_BR_MAINTENANCE_PLANNER

    Providing Fiori Launchpad Catalogs, Groups and Spaces

  • Web Dynpro Roles - f.ex. SAP_COCKPIT_EAMS_GENERIC_FUNC2

    Providing Web Dynpro Apps

  • Transaction Roles - f.ex. SAP_PM_EQM_EQUIPMENT_PROCESS

    Providing SAP GUI Transactions

Image shows business roles in Asset Management. They are described in the following text.

Within Asset Management the following business roles are available:

EMPLOYEE

  • Informs maintenance department of malfunctions or exceptions
  • Describes technical problems

MAINTENANCE SUPERVISOR

  • Distributes work within the work center
  • Checks work performed by technicians
  • Checks confirmations
  • Technically completes orders

MAINTENANCE PLANNER

  • Reports malfunctions
  • Creates and releases maintenance orders
  • Carries out costing, scheduling, and planning
  • Requests permits
  • Schedules and monitors maintenance plans

MAINTENANCE PLANNER – RESOURCE SCHEDULING

  • Creates schedules
  • Assigns resources
  • Dispatches orders
  • Collaborates with other teams

MAINTENANCE TECHNICIAN

  • Repairs malfunctions
  • Performs planned maintenance work
  • Confirms orders
  • Documents damages, causes and activities

MASTER DATA SPECIALIST – MAINTENANCE MANAGEMENT

  • Creates and Monitors Technical Objects
  • Creates and Monitors Serial Numbers
  • Creates and Monitors Measuring Points
  • Creates and Monitors Bill of materials (BOMs)
  • Assigns Documents and Classes
  • Creates and Monitors Task Lists and Maintenance Plans

SAP GUI Transactions

As an alternative to working in SAP Fiori Launchpad you can use the following transactions.

For the On Premise edition they are available via SAP GUI for Windows.

In addition, every transaction also has a SAP GUI for HTML version.

Transactions for Work Centers and Business Partner:

  • IR01, IR02, IR03 - Create, Change, Display Work Center
  • BP - Display/Change Business Partner

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