Mastering SAP Plant Maintenance2009 Premier Partners:Proudly Supported by:Produced by:

Mastering SAP Plant Maintenance2009

Premier Partners: Proudly Supported by: Produced by:

Mastering SAP Plant Maintenance2009

Greg OlynykDocument Management

Mastering SAP Plant Maintenance2009

Why Documents?

• “A Picture is worth a thousand words”

• Improves communication, compliance, reduces penalties

• Provides field technicians with information to do their jobs

• Aging workforce – capture knowledge

• You can do it all in SAP

• Third party Printing Add-on produces document packages for work orders

Mastering SAP Plant Maintenance2009

What is a Document ?

• Job procedures, lock-outs, sketches, drawings, pictures, work lists

• Check Lists (Excel can have multiple authors)

• Inventory Pictures

• Manuals

• Videos

Mastering SAP Plant Maintenance2009

Horror Stories…

• 12 page print out !

• Object Services – attachments; fill up SAP server

• BMP (huge file size)

• Poor File management skills…people make mistakes, rename, move, no naming conventions, poor folder structures

• Personal Mapped drive links

• Symbols in Filenames #$%&*

Mastering SAP Plant Maintenance2009

Topics Simplified

Mastering SAP Plant Maintenance2009

Storing Documents on Network

• Network Places - Read / Write

• Directory Protocol (by Planner GRP or FL)

• Naming Conventions (noun-asset number)

• File size (compression , batch resize jpg)

• Linking issues◦ Avoid user mapping

◦ Avoid renaming or moving files

Mastering SAP Plant Maintenance2009

Creating Document Links in SAP

• Access via data carriers for Consistency

• Document Types (Drawings, Documents, JPGs, )

• Versioning (gotcha)

• Release Strategy

• Auto-numbering Documents

• Naming Conventions (so you can find them)

Mastering SAP Plant Maintenance2009

Create Document (CV01N, try cv00)

Mastering SAP Plant Maintenance2009

Create Document (CV01N, try cv00)

Mastering SAP Plant Maintenance2009

Mastering SAP Plant Maintenance2009

Basic Attributes

• Application associated

• Data Carrier by file type

• Browse to the document

Mastering SAP Plant Maintenance2009

Object Links

• Select the Object Links tab;

• Select the Appropriate Object Tab

• Specify the Object(s) such Equipment Masters or Functional Location Masters or Material Masters

Mastering SAP Plant Maintenance2009

Object Links

• By associating a document to an object(s) (example; FL or EQ), the master sheet and any Notification or Work Order created to that object will have the link available via the icon

• Note: This does NOT add it to the BOM(s)

Mastering SAP Plant Maintenance2009

Documents in BOMs (IB02, IB12, CS02)

• Technical Objects > Bill of Material > FL BOM > Change

Mastering SAP Plant Maintenance2009

D is for Document

Mastering SAP Plant Maintenance2009

Searching Document

Mastering SAP Plant Maintenance2009

Order of Items

Mastering SAP Plant Maintenance2009

Verify

Mastering SAP Plant Maintenance2009

Documents in Work Orders

• PRT in Task Lists Operations (IA12)

• PRT in Work Order Operations (IW32)

• Object Services (PM Work Order)

Mastering SAP Plant Maintenance2009

PRT in Task Lists Operations (IA12)

Mastering SAP Plant Maintenance2009

Mastering SAP Plant Maintenance2009

PRT in Task Lists Operations (IA12)

Mastering SAP Plant Maintenance2009

PRT in Work Order Operations (IW32)

Mastering SAP Plant Maintenance2009

Mastering SAP Plant Maintenance2009

PRT in Work Order Operations (IW32)

Mastering SAP Plant Maintenance2009

Object Services

• We use this for temporary document to the Work Order

• Does not copy over from Task List

• Supports URL to website(s)

• Do not attach JPG directly (printing and server issues)

• Paste image into WORD, compress images

• Arrows and Call-outs in WORD

• Save file into read/write network directory

• Link to SAP Documentation

Mastering SAP Plant Maintenance2009

PDF - Right Click > Open With… IE

• Spot the Danger ?

Mastering SAP Plant Maintenance2009

TIP: in Vista+; [Shift] Right click any

file > Copy Path

TIP: Office 2007; Add command

“Document Location” to Quick Access

toolbar…

Mastering SAP Plant Maintenance2009

Create Attachment’ this copies the

file to the server !

Mastering SAP Plant Maintenance2009

View / Edit or Delete Object Services

Mastering SAP Plant Maintenance2009

Printing PM Work Orders

• Work Order Print Manager by Prometheus

• Shop-papers (un-released Work Orders too)

• Object Services (default to Print)

• PRTs (default to Print)

• FL / EQ documents

• Can control at operational level with WOPM

Mastering SAP Plant Maintenance2009

Mastering SAP Plant Maintenance2009

Mastering SAP Plant Maintenance2009

Inventory Images (MM)

• Link to re-sized JPG (<50K)

• Image resizer (batch processing)

• Grid background

• Build into receiving / business process

• Images show in Search Materials (ZMSE)

• Images show in Material Masters GuiXT(MM03)

Mastering SAP Plant Maintenance2009

ZMSE (any document type)

Mastering SAP Plant Maintenance2009

MM03 (GuiXT Script supports JPG only)

Mastering SAP Plant Maintenance2009

Summary

• What a mess we were in with documents;◦ Situation;

◦ Actions;

◦ Results; ▪Electronic

▪Searchable

▪Save time $$

▪Consistency $

▪Materials

▪Auto-print

Mastering SAP Plant Maintenance2009

Key Points to Take Home

• Good file management skills

• Common server for documents

• Data Carrier for each document type

• Templates for each document type

• Document Manager / Admin (reports, batch processing)

• Business Process for each document linking method

• Make printing documents easy

• Make information accessible to all

Mastering SAP Plant Maintenance2009

Questions ?

How to contact me…

Greg Olynykgreg@cvgo.com1-250-339-4969http://cvgo.com/

Mastering SAP Plant Maintenance2009

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