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

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Präsentation zum Thema: "Compatible Units Offer New Ways to Plan, Design, and Create Work Orders with SAP ERP Gero Bieser IBU Utilities, SAP AG sample for a picture in the title."—  Präsentation transkript:

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

2 © SAP 2007 / Page 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 © SAP 2007 / Page 3 1.What are Compatible Units? 2.Work Management with Compatible Units 2.1Compatible Units 2.2.CU Work Order 2.3CU Designs 2.4Construction Measures 2.5Interfaces to external Systems Agenda

4 © SAP 2007 / Page 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 © SAP 2007 / Page 5 What are Compatible Units? CUs are a Combination of Labor: What should be done, who should do it, whats 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 © SAP 2007 / Page 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 © SAP 2007 / Page 7 1.What are Compatible Units? 2.Work Management with Compatible Units 2.1Compatible Units 2.2.CU Work Order 2.3CU Designs 2.4Construction Measures 2.5Interfaces to external Systems Agenda

8 © SAP 2007 / Page 8 Process Overview: Work Management with CUs CU Design alternative 1 CU based Work Order Capital Projects Customer Requests Maint. Requests Replace- ments Update in FI / CO / HR Unitization of assets Update of as-built design Graphical Design Tool CU Design alternative 2 CU Design alternative 3 ………… Initiate Design ExecuteClose CU Library Construction Measure

9 © SAP 2007 / Page 9 Process Overview: Work Management with CUs CU Design alternative 1 CU based Work Order Capital Projects Customer Requests Maint. Requests Replace- ments Update in FI / CO / HR Unitization of assets Update of as-built design Graphical Design Tool CU Design alternative 2 CU Design alternative 3 ………… Initiate Design ExecuteClose CU Library Construction Measure

10 © SAP 2007 / Page 10 Material The Data Object Compatible Unit Compatible Unit Classification Technical Object (template) Settlement Rule Task ListMaterial, Labor Time Work Center/Activity Type Production Resource/Tool …

11 © SAP 2007 / Page 11 Compatible Unit Screen Classification Technical Object Task List

12 © SAP 2007 / Page 12 Multilevel Hierarchies of CUs Multilevel CU CU 1 CU 2 CU3 CU4 CU5 CU6 CU3 CU7

13 © SAP 2007 / Page 13 Process Overview: Work Management with CUs CU Design alternative 1 CU based Work Order Capital Projects Customer Requests Maint. Requests Replace- ments Update in FI / CO / HR Unitization of assets Update of as-built design Graphical Design Tool CU Design alternative 2 CU Design alternative 3 ………… Initiate Design ExecuteClose CU Library Construction Measure

14 © SAP 2007 / Page 14 CU Work Order CU Work Order = Standard Work Order + additional features

15 © SAP 2007 / Page 15 Operation Level Costing for CU Work Orders (planned to be offered by SAP Custom Development) Costs and settlement rule on operation level

16 © SAP 2007 / Page 16 Process Overview: Work Management with CUs CU Design alternative 1 CU based Work Order Capital Projects Customer Requests Maint. Requests Replace- ments Update in FI / CO / HR Unitization of assets Update of as-built design Graphical Design Tool CU Design alternative 2 CU Design alternative 3 ………… Initiate Design ExecuteClose CU Library Construction Measure

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

18 © SAP 2007 / Page 18 The Design Builder Header Data (can be minimized) CUs that correspond to search criteria Selected CUs: Hierarchy view List view

19 © SAP 2007 / Page 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 © SAP 2007 / Page 20 Process Overview: Work Management with CUs CU Design alternative 1 CU based Work Order Capital Projects Customer Requests Maint. Requests Replace- ments Update in FI / CO / HR Unitization of assets Update of as-built design Graphical Design Tool CU Design alternative 2 CU Design alternative 3 ………… Initiate Design ExecuteClose CU Library Construction Measure

21 © SAP 2007 / Page 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 © SAP 2007 / Page 22 Design n CU Objects: Possible Relationships Construction Measure Notification Master Order Design 1 Order 1 Design 2 Order 2Order n Design n Construction Measure with Release control Notification Master Order Design 1 Order 1 Design 2 X X Order X Order Y

23 © SAP 2007 / Page 23 Process Overview: Work Management with CUs CU Design alternative 1 CU based Work Order Capital Projects Customer Requests Maint. Requests Replace- ments Update in FI / CO / HR Unitization of assets Update of as-built design Graphical Design Tool CU Design alternative 2 CU Design alternative 3 ………… Initiate Design ExecuteClose CU Library Construction Measure

24 © SAP 2007 / Page 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 ERPDesign Tool CU Library CU Design Construction Measure Construction Measure CU Order CU Order Costs

25 © SAP 2007 / Page 25 Summary 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 SAPs 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 SAPs 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 © SAP 2007 / Page 26 Thank you!

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