Setup the Required Master Data for the Environment Management Processes

Objective

After completing this lesson, you will be able to comprehend the Master Data Creation in SAP EHS Management, environment management.

Master Data Creation

Master data for Environment Management includes critical data necessary for setting up the system and ensuring compliance. This encompasses information on chemical substances and their chemical and physical properties; data collected from equipment-specific devices; analyzed sampling data; calculated emissions; and aggregated data from location-based activities during industrial operations. In overview, the master data for Environment Management covers the following topics:

  • Specify location details

  • Manage listed substances

  • Manage chemical/physical properties

  • Manage sampling method

  • Update location details

  • Create sampling method

  • Create chemical/physical properties

Ability to Create Master Data

With this app, you can create a location under the location that you have selected in the Manage Location app.

Key Features

You can use this app to do the following:

  • Search for locations that are used in Environment, Health, and Safety processes.

  • Select a structure view to display the location hierarchy or the organizational structure.

  • Set a location as My Location and use it as a starting point in the location hierarchy for further processes.

  • View or change location data by selecting a location and navigate to the Edit Locations app.

  • Import locations from an integrated Plant Maintenance (PM) system by navigating to the Import from PM app.

  • Make mass changes to location attributes by navigating to the Change Attributes app.

  • View or change the assignments of persons to locations by navigating to the Edit Person Assignments app.

  • View or change the assignment of default controls to locations by navigating to the Edit Default Control Assignments app.
  • View or change the location hierarchy by navigating to the Edit Location Structure app.

Related Apps

The following apps also support the business processes to which this app is related:

Ability to Create Master Data

The environmental manager has been provided with the ability to create master data to support the emissions management process. These master data objects are essential for carrying out the process.

Search the location on the Location Structure tab. The list provides location and location type information.
A diagram explaining the Organization Master Data in five boxes: Locations, Listed Substances, Chemical/physical properties, EHS Material Data, and Sampling Method.

The logistic and organizational master data displayed in the diagram is introduced in Environment Management to support the process of compliance management.

Location Definition

The emissions management process requires certain master data to be created. In Environment Management, locations are used to define the emission sources, which are used later in the process of calculating the emissions. You can define master data, such as the plant or company code, to which that location belongs. You can also specify the location's address and geographic coordinates to identify its precise position. You can use the precise position to visualize a location on a map that can be integrated into the system.

Maintain the following information about the location on the Persons Responsible and Environmental Details tabs.

In this process, a location structure must be created in the system. Without a single location, the process cannot be triggered.

To use the location in the emissions management process, the environmental manager needs to maintain the following information about the location:

  • Persons Responsible

  • Environmental Details

Persons Responsible for a Location

In the emissions management process, the assignment of an Environmental Manager and Environmental Technician or a Production Operator at a location level is required.

Assign an Environmental Manager and Environmental Technician or a Production Operator on the Persons Responsible tab.

The assignment of the Production Operator or Environmental Technician is required to be able to receive all notifications of data collection.

Location Environmental Details - Location Classifiers

The environmental manager can use data classifiers to group environmental data.

Provide location classifiers on the Environmental Details tab.

A location classifier is a textual object that is used to categorize locations and can be assigned to compliance requirements to specify their applicability.

Depending on the use case, in Environment Management, the environmental manager can either create own classifiers or the standard classifiers delivered as example content by SAP can be used. The following business catalog SAP_EHS_BC_ENV_MNG_LOCCL_PC is assigned to any of the business roles. When a location or a compliance requirement is classified by adding a classifier to it, the system displays in a suggested value list all available classifiers that match the entry.

Manage Compliance Scenario App

In the Manage Compliance Scenario app, using the Display by Location tab, the environmental manager can evaluate quickly and concisely the compliance status of the selected location.

Evaluate the compliance status of the selected location.

If the location classifiers match with the compliance requirement classifiers, the system displays a green sign indicating that the location has a compliance scenario for the defined company goals and the type of operations running at the location.

Manage Location Classifiers App

Location classifiers can also be created and further maintained by the environmental manager in the Manage Location Classifiers app.

Choose the Manage Location Classifiers app to create and maintain Location classifiers.

Location Environmental Details - Properties

For each location, properties with an environmental aspect can be defined to capture different parameters (for example, emission factor, valve count, pressure, maximum flow, and so forth).

Define properties on the Environmental Details tab.
Manage or create properties in the Location properties dialog box.

Location Environmental Details

The environmental manager adds a property to the location with the following input data points:

  • Property (selected from the list of existing ones)

  • Value

  • Unit

  • Comment

Additional Information:

Why will it be required to know the number of the valves in a location?

Regulations predefine the quantity of emissions in case there is a valve installed on a certain plant.

In that case, the calculation of the emissions of that particular location would be a multiplication of the value from a parameter "valve count" and the standard amount of emissions (emission factor).

In case the required property does not exist, the environmental manager can create it. The creation of a new property only requires a property name and possible units of measurement with their descriptions.

Create a new property on the Environmental Details tab.
Save a new property once you created it.

Location Environmental Details - Properties Usage

When the location property is created, it can be used in the compliance scenario. Within the calculation definition, properties can be used as input data sources.

Use properties as input data sources. A property Data Source Type and Data Source are highlighted.

The environmental manager can choose a data source type Location Data with a data source the location property.

Location Environmental Details - Properties Usage

The environmental manager can use a location property assigned to the compliance scenario location or from a different location. By default, the system sets the compliance scenario location.

Use a location property assigned to the compliance scenario location or from a different location. The Location field is highlighted.

Listed Substances

The listed substance object represents a substance in the way that it is defined in a legal or industry-specific regulation.

Select the Manage Listed Substances app.

It can also be a virtual substance such as the carbon dioxide equivalent which is used in regulations to relate and aggregate the different greenhouse gas emissions to a single emissions value.

In environment management, the environmental manager can use listed substances to define environmental data sets in the compliance scenario like data collection, calculation results, aggregation, and sampling data. Listed substances can be used when the composition data of a material (product) is required.

The object can be maintained in the Manage Listed Substances app.

Create Listed Substances

From the Manage Listed Substances app, the environmental manager can view the recently used listed substances and can search through the available ones in the system.

On the Create Listed Substances tab, view the recently used listed substances.

The environmental manager can create new listed substances from the Manage Listed Substances app. SAP delivers an extensive catalog of pre-build listed substances as part of the standard product that can also be used.

Details can be specified using the Create Listed Substances functionality.

On the Create Listed Substances page, the CAS Number field is selected.
Create new listed substances from the Manage Listed Substances app.

The following details must be specified:

  • Substance name

  • Synonyms and translations of the listed substance

  • CAS number

  • Substance Represents which can be either Substance or Group of Substances

  • If a group of listed substances is selected, only existing listed substances can be added to the group.

  • If the listed substance does not exist in the system, it can be created from the Manage Listed Substances app. When entries are created and maintained in this app, the listed substance can be used later when you set up compliance requirement paragraphs and compliance scenario activities.

Synonyms and Translations for Listed Substances

For each synonym and translation entry, specify a name, sequence number, and a language.

View Synonyms and Translations for Listed Substances.

The sequence number that can be specified controls the order of appearance of the provided synonym or translation entry. The numbering order must be unique for each language.

Usage of Listed Substances

Listed Substances are widely used within the emissions management process. Using listed substances, the environmental manager can create and manage the following:

  • Regulatory lists

  • Environmental limits

  • Equations

  • Data collections

  • Sampling definitions

  • Location-based aggregations

  • Calculations

  • Material data

Use of Listed Substances - Examples

The following examples illustrate the selection of a listed substance that defines a subject in the data collection definition in the compliance scenario.

In the Add Data Collection, choose Subject. You can use a Listed Substance option from the list.

The following examples illustrate the usage of the listed substances in the regulatory list definition.

Check information for a listed substance.

Chemical/Physical Properties

For the purposes of environment management, additional chemical/physical properties that are not directly related to specific chemicals can be created. These are chemical/physical properties that can be properties of the equipment or environment where you wish to carry out environmentally-related activities, such as data collections or calculations.

Choose the Manage Chemical/Physical Properties app.

They are all user-specified measurable properties (for example, system temperature, tank volume, or valve count of a production unit).

With the Manage Chemical/Physical Properties app, you can create new chemical/physical properties.

Create Chemical/Physical Properties

The environmental manager creates a new chemical/physical property by choosing the option, Create Chemical/Physical Property.

Create a new chemical/physical property.

The following details can be maintained:

  • Property Name

  • Units of Measure

Use of Chemical/Physical Properties - Example

The following example illustrates the usage of the chemical/physical property in the regulatory lists of the compliance requirement.

View different chemical/physical property names on the Regulatory Lists tab.

Sampling Method

To ensure consistent sampling activities, the environmental manager can prepare sampling methods and distribute uniform instructions for them. Later, when compliance scenarios are created, the sampling methods can be used as a basis for sampling activities at different locations or pieces of equipment at your company.

Choose the Sampling Method app.

With the Sampling Method app, the environmental manager can view and edit all existing sampling methods in the environmental management system. The app can be used as a starting point to create a new sampling method, which will be used in the sampling activities.

Recent/Search for Sampling Method

We will now examine what the environmental manager can view in the Sampling Method app.

View recent Sampling Methods or search for others using the name and/or the status.

Initially when the Sampling Method app is opened, the environmental manager can view the following:

  • Recent - Under this tab, a list of the recently opened sampling methods is displayed.

  • Search - Under this tab, a search for a sampling method can be performed by using the name and/or the status.

Create Sampling Method

A sampling method is an object that contains information about the details of the sampling procedure of a given material or a listed substance and its chemical/physical properties. The sampling method consists of information about the sampled subject (material or listed substance), any specific instructions, information about the analytes, document attachments, and links to further information.

On the Sampling Methods page, choose Create Sampling Methods.

To create a new sampling method, the environmental manager chooses the Create Sampling Method option. The following details are required for the creation of a sampling method:

  • Name

  • Type of Sampling Method - the standard list provides the following types: Composition (Predefined Analytes), Composition Analysis, Contaminants Analysis

  • Sampled Subject - a sampled subject can be either a listed substance or a material. The fields become visible only in the cases of sampling method of a Composition (Predefined Analytes) type.

The following examples display the variation of the screen layout of the sampling method based on the type of a sampling method.

See different screen layouts.

Usage of Sampling Method

The sampling methods are used in the definition of a sampling activity in the compliance scenario. The following example illustrates how the assignment is done.

View the details of the Sampling Method.

Log in to track your progress & complete quizzes