Configuring Organizational Units

Objective

After completing this lesson, you will be able to name and configure organizational levels in asset management

Organizational Levels in Asset Management

Asset Management 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 an Asset Management perspective and extended to include the maintenance-specific parts.

After an in-depth analysis, the organizational units relevant for Asset Management 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.

Next the maintenance planner groups are assigned to planning plants, and maintenance work centers are assigned to maintenance plants.

The maintenance organization is a representation of the maintenance structure in the company. Key elements of the maintenance organization are structured as follows:

Overview of organizational units in asset management.

Organizational Level Configuration

In your SAP CBC portal, Under Product Specific Configuration Phase Go to Configuration Activities Tab.

In the filter, Select the Business Area as Asset Management, you will see all the available configuration items listed in a hierarchical manner which are relevant for the Maintenance Management. You can further restrict the list by Selecting Mandatory, Recommended and Optional activities from the filter

Refer to the below image

List configuration items in asset management.

In order to configure organizational data following Items are available

Organization	Settings you can make
Maintain Maintenance Planning Plant	Allows you to define a plant as a maintenance planning plant.
Assign Maintenance Planning Plant to Maintenance Plant	Allows you to assign maintenance planning plant to a maintenance plant.
Define Plant Sections	Allows you to define plant sections to divide maintenance plants into production areas.
Define Planner Groups	Allows you to define maintenance planner groups that are responsible for planning and processing maintenance tasks in a maintenance planning plant.

List configuration activities in asset management.

define a plant as a maintenance planning plant.

In this step you can define a plant as a maintenance planning plant. The maintenance planning plant must be created as a normal plant initially. If all plants in your organizational structure performs maintenance planning, you must include each of these plants as a maintenance planning plant.

Recommendation

If maintenance planning is performed centrally in one plant for all other plants in your organization, always use the maintenance planning plant. If each plant is a standalone plant that performs its own maintenance planning, then each plant is a maintenance planning plant.

Assign Maintenance Planning Plant to Maintenance Plant

Assign a planning plant to a maintenance plant.

In this step you assign a planning plant to a maintenance plant. Perform this activity for each maintenance plant if there are multiple maintenance plants.

Note

If a planning plant is assigned to a maintenance plant, the maintenance plant is not considered as maintenance planning plant.

Define Plant Sections

Define plant sections to divide maintenance plants into production areas.

You can use this to define plant sections to divide maintenance plants into production areas in Plant Maintenance.

Note

In SAP S/4HANA Cloud, public edition Edition, customizing settings for SAP CustomerService (CS) are not supported.

Use

You define your plant section in this step.

The plant section enables you to subdivide the maintenance plant from the point of view of production responsibility. The group of employees responsible for the plant section is the contact for coordination between Production and Plant Maintenance. The plant section can be used for evaluation purposes.

Every piece of equipment and functional location can be assigned to a plant section. You can also specify a plant section when processing maintenance tasks.

Define Planner Groups

Define maintenance planner groups separately for each maintenance planning plant.

You define maintenance planner groups separately for each maintenance planning plant. Depending on the size and structure of your company, a maintenance planner group may be an individual department (for central work preparation), a group of skilled craftsmen, or a workshop.

When creating or changing the master data records of technical objects, you can allocate each piece of equipment and functional location to a maintenance planner group.

Maintenance planner groups can also be used for evaluation purposes.

Note

You must also specify a maintenance planner group when processing maintenance tasks.

Master Data in Asset Management - Organizational Units

Work Center

A work center is where production operations are carried out. For example, a work center may represent a production line, machine, group of machines, employee, or group of employees.

A work center holds information used for capacity planning, such as available capacity; scheduling, such as formula for processing time; and costing, such as cost center. This information is used in task lists and in transactions such as production work orders. Information is specific to a production site – known as a plant.

You can create the work center master data using the master data script BNJ (Create Production Work Center).

Note

You can take advantage of the master data script BNJ (Create Production Work Center) to create the master data for work centers. Though the script is meant to create production centers, the steps to create the plant maintenance work centers are the same, except for the Work Center Category.

The work center category determines which data can be maintained in the master record for the work center. The work centers can be distinguished by their category. For example, production work center, maintenance work center, and service work center.

To create the work center for plant maintenance, use the following Work Center Category:

Work Center Category	Description
0001	Machine
0005	Plant Maintenance

Business Roles

For this scope item, the business role required to manage a work center is Production Engineer – Discrete Manufacturing.

Master Data: Supplier

A supplier or vendor is a business partner that delivers and sells goods and services to your organization. A business partner can be a supplier and a customer at the same time: for example, if your supplier also buys goods from you.

A supplier master holds information about the supplier such as their name, address, bank details, tax details, and billing preferences. This supplier information is used and stored in transactions such as purchase orders, goods receipts, and supplier invoices.

Some supplier information is specific to a particular company, known as company code; or purchasing unit, known as purchasing organization; within your organization.

You can create the supplier master data using the master data script BNE (Create Supplier Master).

Business Roles

The business role required to run this master data script is Customer Master Data Specialist.

Process Steps

The process steps applicable for this master data script are as follows:

Creating Supplier Master Data - General Data
Creating Supplier Master Data - Company Code Data
Creating Supplier Master Data - Purchasing Data (Purchasing Organization)

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