Gero Bieser IBU Utilities, SAP AG

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1 Gero Bieser IBU Utilities, SAP AG
Compatible Units Offer New Ways to Plan, Design, and Create Work Orders with SAP ERP sample for a picture in the title slide Gero Bieser IBU Utilities, SAP AG

2 Disclaimer This presentation is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document. © SAP 2008 / Page 2 This presentation is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document.

3 Agenda 1. What are Compatible Units?
Work Management with Compatible Units 2.1 Compatible Units 2.2. CU Work Order 2.3 CU Designs 2.4 Construction Measures 2.5 Interfaces to external Systems

4 What are Compatible Units?
CUs are used to simplify, standardize, and automate the planning, estimating, and cost accounting of construction work. CUs combine standardized and repetitive units of work for a certain technical object, for example Install, Repair, Replace “Pole, Douglas Fir” Install, Replace “Transformer” Compatible units can also represent other entities, such as services (for example paving). CUs are predominantly used by utilities, but not exclusively.

5 What are Compatible Units?
CUs are a Combination of Labor: What should be done, who should do it, what‘s the required qualification, how long does it take Materials Tools Costs Resources External / Internal Legal (e.g. FERC) Accounting Rules (account codes, standard costs)

6 Why do Companies use Compatible Units?
Planning Reasons Minimization of time for work estimates More transparent estimation versions Reporting Reasons Better comparison of unit work performance Across industry efficiency comparison Legal Reasons Higher accuracy and consistency of associated costs Accurate accounting of asset base value Statistical proof of investments in nets required by FERC (Federal Energy Regulatory Committee) Historical Reasons Long tradition of using CUs at T&D companies Work Management process is based on CU library

7 Agenda 1. What are Compatible Units?
Work Management with Compatible Units 2.1 Compatible Units 2.2. CU Work Order 2.3 CU Designs 2.4 Construction Measures 2.5 Interfaces to external Systems

8 Process Overview: Work Management with CUs
Initiate Design Execute Close Capital Projects CU Design alternative 1 Update in FI / CO / HR Customer Requests Construction Measure CU based Work Order CU Design alternative 2 Unitization of assets Maint. Requests CU Design alternative 3 Update of as-built design Replace- ments ………… CU Library Graphical Design Tool

9 Process Overview: Work Management with CUs
Initiate Design Execute Close Capital Projects CU Design alternative 1 Update in FI / CO / HR Customer Requests Construction Measure CU based Work Order CU Design alternative 2 Unitization of assets Maint. Requests CU Design alternative 3 Update of as-built design Replace- ments ………… CU Library Graphical Design Tool

10 The Data Object “Compatible Unit”
Settlement Rule Technical Object (template) Classification Compatible Unit Material Task List Material, Labor Time Work Center/Activity Type Production Resource/Tool    …

11 Compatible Unit Screen
Classification Task List Technical Object

12 Multilevel Hierarchies of CUs
Multilevel CU CU 1 CU 2 CU3 CU4 CU5 CU6 CU3 CU7

13 Process Overview: Work Management with CUs
Initiate Design Execute Close Capital Projects CU Design alternative 1 Update in FI / CO / HR Customer Requests Construction Measure CU based Work Order CU Design alternative 2 Unitization of assets Maint. Requests CU Design alternative 3 Update of as-built design Replace- ments ………… CU Library Graphical Design Tool

14 CU Work Order CU Work Order = Standard Work Order + additional features

15 Operation Level Costing for CU Work Orders (planned to be offered by SAP Custom Development)
Costs and settlement rule on operation level

16 Process Overview: Work Management with CUs
Initiate Design Execute Close Capital Projects CU Design alternative 1 Update in FI / CO / HR Customer Requests Construction Measure CU based Work Order CU Design alternative 2 Unitization of assets Maint. Requests CU Design alternative 3 Update of as-built design Replace- ments ………… CU Library Graphical Design Tool

17 Data Objects and Transactions
IW31 CU Master Data Work Order Work Order DESIGN CU Master Data Design Templ. DESIGN DESIGN CU Master Data Design Docum. Work Order Design Templ. DESIGN IW31 = Standard transaction „Create Work Order“ DESIGN = CU Design Builder

18 The Design Builder Header Data (can be minimized)
CUs that correspond to search criteria Selected CUs: Hierarchy view List view

19 Virtual CUs A Virtual CU
allows to group several CUs and work order operations can be linked to a technical object during order creation

20 Process Overview: Work Management with CUs
Initiate Design Execute Close Capital Projects CU Design alternative 1 Update in FI / CO / HR Customer Requests Construction Measure CU based Work Order CU Design alternative 2 Unitization of assets Maint. Requests CU Design alternative 3 Update of as-built design Replace- ments ………… CU Library Graphical Design Tool

21 Construction Measure A construction measure defines a job
groups together CU designs and associated documents relevant for the job can contain multiple versions of a CU design. This allows users to compare different versions release control can be allocated to a master work order, notification or WBS element

22 CU Objects: Possible Relationships
Notification Master Order Notification Master Order Construction Measure Construction Measure with Release control Design 1 Design 2 Design n Design 1 X Design 2 Design n X Order 1 Order 2 Order n Order X Order Y Order 1

23 Process Overview: Work Management with CUs
Initiate Design Execute Close Capital Projects CU Design alternative 1 Update in FI / CO / HR Customer Requests Construction Measure CU based Work Order CU Design alternative 2 Unitization of assets Maint. Requests CU Design alternative 3 Update of as-built design Replace- ments ………… CU Library Graphical Design Tool

24 Interface to External Systems
Outbound: “Get CU List” and “Get CU Detail”: Allows transfer of CU master data “Simulate Creation of a CU Order”: Provides general costing information without creating a new work order Inbound: “Create Construction Measure” “Maintain CU Design Doc.” and “Get Detail CU Design Doc.” “Create CU Order” SAP ERP Design Tool CU Library CU Library Construction Measure Construction Measure CU Design CU Design CU Order Costs CU Order Costs CU Order CU Order

25 Summary Compatible Unit Management SAP’s Compatible Unit Management
is a Work Management concept used by many utilities in the US, UK and Ireland drives consistent use of standard materials, standard designs and thus standard maintenance procedures SAP’s Compatible Unit Management introduces a new, CU based work management process in SAP ERP includes the new data objects Compatible Unit, Design, and Construction Measure is integrated with SAP’s PM component (from SAP ERP 6.0 EhP2 on) Conclusion “Deployment of CU Functionality in 2007 will be an industry leading best practice.” PG&E at ASUG 4/2007 “The compatible unit functionality provides ROI by providing more efficient and standardized material & labor selections.” PG&E at ASUG 5/2008

26 Thank you!

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