Exploring Integration with FI-AA, RE-FX and GEF

There are two procedures:

You are only using the usage view. Then create functional locations in the usage view.

You use the architectural view. We recommend that you create the functional location structure in the architectural view rather than in the usage view, since the architectural view is better able to reflect the physical structure of your real estate objects. However, make sure that you also make Customizing settings for architectural objects. You can also automatically create or make settings for functional locations from usage objects and architectural objects.

Make the settings for functional locations in Customizing:

For the usage view:

SAP Customizing Implementation Guide → Flexible Real Estate Management (Enterprise Extension) → General Settings for Master Data and Contract → Assignment of Objects from Other Components → PM Integration → PM Integration: Make Settings per Object Type

For the architectural view:

SAP Customizing Implementation Guide → Flexible Real Estate Management (Enterprise Extension) → Master Data → Architectural View → Architectural Object Type → PM Integration → Make Settings per Architectural Object Type

For each relevant usage object type or architectural object type, define if the following applies:

1. A functional location should be created automatically. In this case, the system generates and assigns one functional location for each real estate object. An automatic update does not take place. You can assign additional functional locations manually if you created them already in Plant Maintenance (PM). You can manually assign functional locations for a specific time period. Using the Management of Time Slots function, you can display and change them.
2. A functional location should be created and updated automatically. In this case, the system generates one functional location per real estate object, and it is updated as necessary. You can assign additional functional locations manually in the object if you created them already in Plant Maintenance. By update, we mean that any later changes to the master data of the real estate object are automatically updated in the master data of the functional location (such as a change within the object hierarchy).
3. A functional location must be created and updated manually. If you have selected the setting for manual maintenance of functional locations, the system does not generate functional locations for this object. As in cases 1 and 2, you can still assign additional functional locations manually in the object if you created them already in Plant Maintenance. You can change and delete manually assigned functional locations.

In the following, you can find typical scenarios how Geographical Enablement Framework can be used:

• A technician receives the maintenance order, and then reviews details of the order including the geometries on a map. He then goes to the location to execute the repair work. When the work is completed, the technician updates the order status and enters additional comments before completing it.

• A maintenance planner sees the notification previously created, and generates a maintenance order from a maintenance notification (the geometry and some information from the notification are copied to the order). The planner then dispatches the order to a technician.

• A back office agent gets an overview of a commercial business partner including all its geometries on a map. It has a point geometry which represents the location of the company headquarter. It also has a polygon geometry which represents its service area.

• A call center agent receives a complaint about a noisy transformer. The agent now needs to find the equipment and create a notification for further processing on a map.

SAP Spatial Asset Management supports the following EAM objects:

• Equipment
• Functional location
• Maintenance order
• Maintenance notification

For EAM objects, the following SAP Spatial Asset Management features are available:

• Spatial attributes of a technical object are defaulted to the maintenance notifications and orders.

• Spatial attributes are copied from the source document when the following applies:

  i. A maintenance notification is created from a maintenance notification as a reference.

  ii. A maintenance order is created from a maintenance notification.

  iii. A maintenance order is created from a maintenance order as a reference.

  iv. A maintenance notification is created from a maintenance order.