Configuring Technical Objects

Objective

After completing this lesson, you will be able to enter required settings for technical objects

Master Data in Asset Management

What is included in Master Data for Asset Management?

The term Master Data in Asset Management includes the following objects:

  • Technical Objects
  • Measuring Points and Counters
  • Work Centers
  • Task Lists
  • Maintenance Plans

Overview of Technical Objects

Watch the video to learn more about technical objects as part of the master data in asset management.

Technical Objects and other dependent Objects

Watch the second video to learn more about technical objects and their related objects such as materials, BOMs, task lists as well as measuring points and counters.

Master Data Scripts for Asset Management

Required Master Data

To run this process you need the following Master Data:

  • Functional Location

  • Equipment

  • Product Master – Spare Parts

  • Product Master – Non-Stock Material

Master Data: Functional Location

A functional location represents an area within a system or plant where an object can be installed. Functional locations are created in hierarchical structures and thus allow a functional or process-oriented structuring of your systems.

Note

You can create the functional location master data by using the master data script 3U3 (Create Plant Maintenance Master Data).

Business Roles

You can process a functional location using the Maintenance Planner role.

Process Steps

To create a functional location, perform the following steps:

  1. Log on to the SAP Fiori launchpad as a Maintenance Planner and open the Create Technical Object app.
  2. Create a Functional Location as follows:
    1. Open the Technical Object Type list and choose Functional Location.
    2. On the initial screen, choose YBPM (Structure Indicator for Best Practice) as the Structure Indicator and Technical Object Category. Enter the ID in the Technical Object field.
    3. On the General Data tab, enter the Description, Object Type, Start-Up Date, and Authorization Group.
    4. On the Location Data tab, enter the Maintenance Plant, Location, Plant Section, Production Work Center,ABC Indicator, and Sort Field.
    5. On the Organizational Data tab, enter the Planner group, Planning plant, Maintenance work center, Work center plant, Catalog Profile, Business area, and Cost Center.
  3. Choose Save.

Master Data: Equipment

Individual maintenance objects are represented by pieces of equipment that are installed at functional locations. The usage times of a piece of equipment at a functional location are documented over the course of time.

Note

You can create the equipment master data by using the 3U3 (Create Plant Maintenance Master Data) master data script.

Business Roles

You can process a functional location using the Maintenance Planner role.

Process Steps

To create equipment, perform the following steps:

  1. Log on to the SAP Fiori launchpad as a Maintenance Planner and open the Create Technical Object app.
  2. Create an Equipment as follows:
    1. Open the list Technical Object Type and choose Equipment.
    2. On the initial screen, select the Technical Object Category. Enter the ID in the Technical Object field.
    3. On the General Data tab, enter the Description, Object Type, Start-Up Date, and Authorization Group.
    4. On the Location Data tab, enter the Maintenance Plant, Location, Plant Section, Production Work Center, ABC Indicator, and Sort Field.
    5. On the Organizational Data tab, enter the Planner group, Planning plant, Maintenance work center, Work center plant, Catalog Profile, Business area, and Cost Center.
  3. Choose Save.

Master Data: Product Master – Spare Parts

The material or product master contains information about all the physical materials that are procured, produced, stored, and sold. It is also used to manage information about services: for example, for buying and selling services in hours.

The material master holds information such as unique material number, name, material type, unit of measure, descriptions, weight, and dimensions. This material information is used and stored in transactions such as sales orders, deliveries, purchase orders, and goods movements.

As all information for one material is stored centrally, material master information is organized into different views. For example, sales, storage, Material Requirements Planning (MRP), costing, and accounting.

Some information in each material is specific to particular organizational units. For example, a sales description is specific to a sales unit, known as sales area; an MRP controller is specific to a specific site, known as a plant; or some information may be specific to a storage location.

The product master data record holds information regarding data segments relevant for the SAP S/4HANA appliance including Basic Data, Sales Data, Purchasing Data, MRP/Planning Data, Storage Location Data, and Accounting Data.

You can create the Product Master data of type Spare Parts using the master data script 2J7 (Create Product Master of type "Spare Parts" - MDS).

Business Roles

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

Process Steps

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

  • Create Material Master Data - Basic Data

  • Create Material Master Data - Purchasing Data (Sales Tax Data)

  • Create Material Master Data - MRP/Planning Data (Plant Data)

  • Create Material Master Data - Storage Location Data

  • Create Material Master Data - Accounting Data (Valuation Data)

  • Create Document (optional)

  • Change Material Master Data – Link Document to Material Master Data (optional)

Master Data: Product Master – Non-Stock Material

The material or product master contains information about all the physical materials that are procured, produced, stored, and sold. It is also used to manage information about services: for example, for buying and selling services in hours.

The material master holds information such as unique material number, name, material type, unit of measure, descriptions, weight, and dimensions. This material information is used and stored in transactions such as sales orders, deliveries, purchase orders, and goods movements.

As all information for one material is stored centrally, material master information is organized into different views. For example, sales, storage, MRP, costing, and accounting.

Some information in each material is specific to particular organizational units. For example, a sales description is specific to a sales unit, known as sales area; a MRP controller is specific to a specific site, known as a plant; or some information may be specific to a storage location.

The product master data record holds information regarding data segments relevant for the SAP S/4HANA appliance including Basic Data, Sales Data, Purchasing Data, MRP/Planning Data, Storage Location Data, and Accounting Data.

You can create the Product Master data of type Non-Stock Material using the master data script 31Y (Product Master of type "Non-Stock Material" - MDS).

Business Roles

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

Process Steps

The process steps applicable for this master data script are:

  • Create Material Master Data - Basic Data

  • Create Material Master Data - Sales Data (Sales Tax Data)

  • Create Material Master Data - Purchasing Data

  • Create Material Master Data - Accounting Data (Valuation Data

Access Master Data Scripts for a Scope Item

Steps

  1. In the SAP CBC Project Experience for Product Specific Configuration Select the Activities Tab and Select the Create master data Manually Tile for details on Master Data Script for the scope item.

    Navigate to master data scripts.
  2. Alternately You can find the available Master data scripts from the linkhttps://support.sap.com/content/dam/SAAP/Sol_Pack/BP_CLD_ENTPR/BP_CLD_ENTPR_S4CLD2202_27_Master_Data_EN_XX.htm

  3. Locate the required master data script and follow the steps mentioned in the script for creating your own master data

Configure Technical Objects

Define Types of Technical Objects

Define types of technical objects.

When creating or changing the master data records of technical objects, you can assign pieces of equipment and functional locations to the technical object types that you have created. This, for example, allows pieces of equipment that fulfill the same use to be grouped together. You can use these groups to analyze your master data or the maintenance processes.

You can assign each piece of equipment and each functional location to a technical object type. This, for example, allows pieces of equipment that have the same use to be combined into groups. You can use this grouping for evaluating your master data or maintenance data.

Note

How to Navigate and access the Configuration Item, Refer to Configure Organizational levels in Lesson 2.1

It is optional to configure this item.

Define Number Ranges for Equipment Categories

Define number ranges for equipment categories.

Using this configuration step, you can define the number range for an equipment category which is defined in the step equipment categories. You must allocate a unique number for each equipment master record.

You have the following options:

  • Internal number assignment: In this case, the SAP system assigns the numbers.
  • External number assignment: In this case, the user assigns the numbers.

You can define both internal and external number range for each equipment category. The same number ranges can be shared by several equipment categories.

SAP recommends that you use internal number assignment. You can select pieces of equipment according to different criteria using match codes: therefore, you do not need to use a descriptive external number, as a general rule.

Activities

  1. Define the number assignment category (internal and/or external) for each equipment category.
  2. Set up a group for each different number interval.
  3. Define the number interval for each group.
  4. Allocate each equipment category to a group.

Assign Number Ranges to Equipment Categories

Use

In this work step, you assign number range groups to equipment categories. Thereby, you determine how pieces of equipment are to be numbered by the system. The number range group indicates which number range is relevant for a specific equipment category. A number range group can allow both, internal and external number assignment.

Assign number ranges to equipment categories.

For Example: You assign the equipment category M (Machine) to the number range group 01 / 02 (Internal / External Number Assignment). When you create a piece of equipment with equipment category M, the system automatically assigns a number within the number interval from 000010000000 to 000099999999 or you can assign your own customer-specific number.

SAP recommends that you use internal number assignment. You can select pieces of equipment according to different criteria using match codes: therefore, you do not need to use a descriptive external number, as a general rule.

Create Structure Indicator for Reference Locations/Functional Locations

Define structure indicators for reference functional locations and functional locations.

In this step, you can define your structure indicators for reference functional locations and functional locations. The structure indicator determines the edit mask and the number of the hierarchy levels when you create functional location structures. With the edit mask, you determine the generic structure of the functional location label.

The edit mask defines the following:

  • The total length of the functional location number.

  • The lengths of the individual blocks of the functional location number.

  • Which characters are allowed:

    • Numbers: Edit mask N

    • Letters: Edit mask A

    • Numbers and letters: Edit mask X

    • Special characters, numbers, and letters: Edit mask S

By specifying the hierarchy level numbers in the HierLevels field, you portray the hierarchy levels within the functional location structure in the functional location label. If you define the hierarchy level numbers for specific parts of the functional location label and later create functional locations strictly according to the top-down principle, you can make use of the system's automatic functions to generate the structure when you create functional locations.

Furthermore, you can define up to two identifying levels in the structure that you want to be displayed in the search results list so that you can identify where a technical object is located.

Note

It is recommended to configure this

Define ABC Indicators

Define ABC Indicators.

You can define your ABC indicators with this step. You can form object categories by means of the ABC indicator.

The characteristics of the ABC indicator can be used as a selection criterion in evaluations. You can determine which particular values are to be valid as ABC indicators and the meaning that is given to these values. The ABC indicator can be entered in equipment as well as functional locations.

Note

It is optional to configure this

Configure Measuring Points

Define Measuring Point Categories

Define measuring point categories.

You can define measuring point categories in this configuration step. You always need measuring point categories when you want to enter counter readings or measurement readings for equipment or functional locations.

Note

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

The measuring point category defines:

  • Whether a measurement position is unique.

    You use the measurement position to define the sort sequence of measuring points for the measuring point object. For example, measurement position 1 Pressure in front-left tire, measurement position 2 Pressure in front-right tire.

  • Which catalog type is used for measurement recording.

  • Which allowed tolerance time exists for recording future measurement readings. The tolerance time is given in seconds.

Note

It is optional to configure this item.

Requirements

Catalogs must be maintained.

Standard Settings

The standard system contains a measuring point category.

Configuration

  • Check the delivered measuring point category.

  • Adjust the delivered measuring point category to meet your requirements.

  • Define new measuring point categories if required.

Make System Settings for Measuring Points and Measurement Documents

It Allows you to define global settings for measuring points.

Use

Generation of interval documents for the counter reading transfer.

This is an optional activity that is only required in rare cases. You can also make the system settings at a later date.

Make system settings for measuring points and measurement documents.

Note

It is optional to configure this item.

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