SAP S/4HANA Asset Management: A Concise Guide to Configure, Equip, and Manage Your Enterprise

S/4HANA empowers enterprises to take big steps towards digitalization, innovation, and being mobile-friendly. This book is a concise guide to SAP S/4HANA Asset Management and will help you begin leveraging the platform’s capabilities quickly and efficiently. SAP S/4HANA Asset Management begins with an overview of the platform and its structure. You will learn how it can help with data storage and analysis, business processes, and reporting and analytics. As the book progresses, you will gain insight into single, time-based, performance-based, and multiple counter-based strategy plans. Any project is incomplete without a budget, and this book will help you understand how to use SAP S/4HANA to create and manage yours. The book’s real-life examples of asset management from contemporary industries reinforce each concept you learn, and its coverage of newer technologies and offerings in S/4HANA Asset Management will give you a sense of the immense potential offered by the platform. When you have finished this book, you will be ready to begin using SAP/S4HANA Asset Management to improve operational planning, maintenance, and scheduling activities in your own business. What You Will Learn Position S/4HANA Asset Management within the overall Business Applications suite Explore essential functionalities for enterprise asset hierarchy mapping Efficiently map both unplanned and planned maintenance activities Seamlessly integrate asset management, finance, controlling, and budgeting Unleash reporting and analytics in Asset Management Configure Asset Management to meet your S/4HANA requirements Who This Book Is For Consultants, project managers, and SAP users who are looking for a complete reference guide on S/4HANA Asset Management. Table of Contents About the Authors About the Technical Reviewer Chapter 1: SAP S/4HANA Asset Management 1.1. SAP S/4HANA Business Suite 1.2. SAP S/4HANA Asset Management 1.3. S/4HANA Asset Management Key Functionalities 1.4. Positioning and Integration of Asset Management with Other SAP S/4HANA Business Applications 1.5. Ways to Provision SAP S/4HANA 1.5.1. Options Within Cloud Provisioning Public Cloud Private Cloud 1.6. S/4HANA Asset Management User Interface and User Experience 1.6.1. SAP Fiori Apps 1.6.2. SAP GUI for Windows 1.6.3. SAP Business Client 1.7. Summary Chapter 2: Asset Management Organizational Structure 2.1. Introduction to Organizational Units in S/4HANA 2.2. Organizational Units Specific to Asset Management 2.2.1. Maintenance Plants 2.2.2. Planning Plants (Maintenance Planning Plants) 2.3. Centralized and Decentralized Planning Plants 2.3.1. Centralized Planning Plants 2.3.2. Decentralized Planning Plants 2.4. Maintenance Work Centers 2.4.1. Work Center Sections and Information 2.4.2. Work Center Capacity Planning 2.4.3. Integration Between Asset (Equipment Master) and Production Capacity Planning 2.5. Configuring an Organizational Structure in S/4HANA 2.5.1. Configuring a Plant 2.5.2. Configuring a Work Center Work Center Types Field Selections Standard Value Keys Default Work Centers 2.6. Summary Chapter 3: Master Data for Asset Management 3.1. Functional Location 3.1.1. Structuring of Functional Locations Structure Indicator Reference Functional Locations 3.2. Data Transfer 3.2.1. Hierarchical Data Transfer Starting from the Superior Object Starting from the Subordinate Object 3.2.2. Horizontal Data Transfer 3.2.3. Data Origin 3.3. Defining Alternate Labeling 3.4. Standard Fiori Apps for Functional Locations 3.5. Customizing Settings for Functional Locations 3.6. Summary 3.7. Equipment Master 3.8. Define Equipment and Its Categories 3.9. Equipment and Functional Location Relation 3.9.1. Equipment Hierarchy 3.9.2. Equipment Hierarchy with Functional Location 3.9.3. Equipment Categories 3.10. Status Management and Partner Assignment 3.10.1. Partners 3.10.2. Partner Transfer 3.10.3. Address Management 3.11. Defining Warranties 3.11.1. Usage of Warranty 3.12. Equipment Master and Asset Master Integration 3.13. Equipment Master Classification 3.14. Characteristics Inheritance 3.14.1. Technical Object Classification 3.15. Standard Fiori Apps for Equipment Master 3.16. Customizing Settings for Equipment Master 3.17. Summary 3.18. Linear Asset Management 3.19. Structuring Linear Assets 3.20. Linear Reference Pattern 3.20.1. Linear Data Offset 3.20.2. Linear Technical Objects 3.21. Linear Data in Maintenance Processing 3.22. Network Object Link and Network Attributes 3.22.1. Assigning Network Attributes 3.23. Customizing Settings for Linear Asset Master Data 3.24. Summary 3.25. Bill of Materials 3.26. Structuring a Bill of Materials 3.26.1. BOM Categories 3.26.2. Assigning a BOM 3.26.3. BOM Structure 3.26.4. Usage of BOM in Order 3.26.5. Item Status in BOM 3.26.6. Maintenance Assemblies 3.27. Standard Fiori Apps for Bill of Materials 3.28. Customizing Settings for Bill of Materials 3.29. Summary 3.30. Serial Numbers 3.30.1. Working with Serial Numbers in SAP EAM 3.30.2. Material and Serial Number 3.30.3. Equipment and Serial Number 3.30.4. Serial Number Profile 3.30.5. Stock Check with Serial Number 3.30.6. Check Goods Movement 3.31. Standard Fiori Apps for Serial Numbers 3.32. Customizing Settings for Serial Numbers 3.33. Summary 3.34. Measuring Points and Counters 3.35. Working with Measuring Points and Counters 3.35.1. Measuring Points 3.35.2. Counters 3.35.3. Measuring Points and Characteristics 3.35.4. Measuring Documents 3.35.5. Measuring Point Entry List 3.36. Measurement Transfer and Counter Replacement 3.36.1. Perform Measurement Reading Transfer 3.36.2. Counter Replacement 3.37. Standard Fiori Apps for Measuring Points and Counters 3.38. Customizing Settings for Measuring Points and Counters 3.39. Summary Chapter 4: Business Processes in Asset Management 4.1. Standard Maintenance Process 4.1.1. Modeling Maintenance Process 4.2. Notification 4.2.1. Notification Structure 4.3. Customizing Settings for Notifications 4.3.1. Catalogs 4.4. Maintenance Orders 4.4.1. Corrective/Reactive Maintenance Process 4.4.2. Breakdown Maintenance Process 4.4.3. Maintenance Order with Notification 4.4.4. Order Structure 4.5. Customizing Settings for Maintenance Order 4.5.1. Controlling 4.5.2. Planning Material and Services 4.6. Customizing Settings for Material Planning 4.6.1. Resource Scheduling for Maintenance Planners 4.6.2. Utilization Analysis for Work Centers 4.7. Customizing Settings for Order Scheduling 4.7.1. Checking and Release Maintenance Order 4.7.2. Maintenance Order Release 4.7.3. Maintenance Order Printing 4.8. Customizing Settings for Maintenance Order Printing 4.8.1. Execute Maintenance Orders 4.8.2. Confirming Notifications and Orders 4.8.3. Time Confirmation 4.9. Customizing Settings for Completion Confirmations 4.9.1. Technical Confirmation 4.9.2. Complete Notifications and Orders Business Completion Technical Completion Data and Notification Completing a Notification 4.10. Simplified Maintenance Process 4.11. Phase-Based Maintenance Process 4.11.1. Phases Phase Control Codes 4.12. Customizing Settings for a Phase-Based Maintenance Process 4.13. SAP GUI Maintenance Process 4.13.1. Performing Maintenance Tasks through SAP GUI 4.13.2. Order Hierarchies 4.13.3. Material Planning 4.13.4. Visual Task Lists 4.13.5. Material Availability Verification 4.13.6. Capacity Planning 4.13.7. Worker Safety 4.13.8. Permits 4.13.9. Work Clearance Management 4.13.10. External Services 4.13.11. Technical Confirmation 4.13.12. Document Flow 4.13.13. Action Log 4.14. Refurbishment Maintenance Process 4.14.1. External Refurbishment through Subcontracting Subcontracting via MRP with Indirect Order Reference 4.15. Preventive Maintenance Process 4.16. Inspection Checklists 4.17. Mobile Maintenance 4.17.1. SAP Asset Manager 4.17.2. SAP Work Manager 4.17.3. Key Differences 4.18. Summary Chapter 5: Preventive Maintenance 5.1. What Is Preventive Maintenance? 5.2. Master Data 5.2.1. Maintenance Task List Types of Task Lists Structure of Maintenance Task List Profile for Managing Task List Operation Control Key Adding Component in Maintenance Task List Adding Component in General Maintenance Task List Adding Component in Equipment Task List and Functional Location Task List Adding External Service Package to Maintenance Task List 5.2.2. Creating Maintenance Order with a Task List 5.2.3. Task List for Inspection Rounds 5.2.4. SAP GUI-Based (User Interface) Functions Where-Used Lists Object Overview Action Log for Task Lists 5.2.5. Customizing Maintenance Task Lists 5.3. Single-Cycle Maintenance Plan 5.3.1. Maintenance Plan Single-Cycle Plan Strategy Based Multiple Counter Plan Structure of a Maintenance Plan 5.3.2. Maintenance Plan Setup for Generating a Maintenance Order 5.3.3. Scheduling a Single-Cycle Plan Scheduling Options Planned Date and Cycle Start Date Call Horizon Scheduling Period Shift Factors and Completion Requirement 5.3.4. Creating and Scheduling a Single-Cycle Plan with Notification 5.3.5. SAP GUI-Based (User Interface) Functions for Single-cycle Plans 5.3.6. Customizing Maintenance Plan 5.4. Planning Regular External Service Procurement 5.5. Maintenance Planning with Time-Based Strategy 5.5.1. Maintenance Strategy Maintenance Package 5.5.2. Assigning a Maintenance Strategy to a Task List 5.5.3. Creating a Time-Based Strategy Plan 5.5.4. Scheduling a Time-Based Strategy Plan 5.5.5. SAP GUI-Based (User Interface) Functions for Strategy Plans 5.6. Maintenance Planning with Performance-Based Strategy 5.6.1. Counters and Measurement Documents 5.6.2. Creating a Performance-Based Maintenance Strategy Plan 5.6.3. Scheduling a Performance-Based Maintenance Strategy Plan Basic Scheduling Functions Call Horizon 5.7. Maintenance Planning with Cycles of Different Dimensions 5.7.1. Creating and Scheduling a Multiple Counter Plan 5.7.2. Using Cycle Set Sequence 5.8. User Interface 5.9. Summary Chapter 6: Costing and Budgeting 6.1. Costing in Asset Maintenance and Repair Process 6.1.1. Integration with Finance and Controlling 6.1.2. Various Accounting Terms (Order Values) in Maintenance Order 6.1.3. Costing Value Flow in Maintenance Order: Estimated, Planned and Actual Cost 6.1.4. Option of Costing at Operation Level of Maintenance Order 6.1.5. Overhead Rates Costing Sheet and Costing Variant 6.1.6. Commitment Management 6.1.7. Costing in Refurbishment of Subassemblies 6.1.8. Required Configuration Activities for Costing in Maintenance and Repair Orders 6.2. Maintenance Order Cost Settlement and Closure 6.2.1. Maintenance Order Settlement and Business Completion Types of Settlement Receiver (Account Assignment Objects) in Order Settlement Options to Derive Settlement Rule in Maintenance Order Order Completion Phase 6.2.2. Refurbishment Order Settlement 6.2.3. Required Configuration Activities for Cost Settlement 6.3. Budgeting in Asset Maintenance and Repair 6.3.1. Budgeting Using Funds Management from the Finance Module 6.3.2. Budgeting Using WBS in the Project System Module 6.3.3. Budgeting Using Budget Profile from the Controlling Module Plan and Assign Budget Maintenance and Repair Order Processing 6.4. Summary Chapter 7: Asset Management Integration with Other S/4HANA Business Applications 7.1. Integration with S/4HANA Supply Chain Applications 7.1.1. Materials Management Initiating a Materials Purchase Requisition from a Maintenance Order Initiating an External Service Purchase Requisition from a Maintenance Order Procurement of Service Subcontracting for an Operation Reserving, Issuing, and Costing of Inventory Material from a Maintenance Order 7.1.2. Production Planning 7.1.3. Quality Management Process Flow Object Lists Inspection Checklist and Inspection Lot Result Recording and Usage Decision for Inspection Checklist 7.2. Integration with S/4HANA Financial Accounting and Controlling 7.2.1. Asset Master and Equipment Master Synchronization 7.2.2. Costing Value Flow in Maintenance Order 7.2.3. Maintenance Order Cost Settlement to Cost Object 7.3. Integration with S/4HANA Project System 7.3.1. Settlement of Maintenance Order to WBS in Project System 7.3.2. Budgeting for Maintenance Order Using the WBS in Project System 7.4. Integration with S/4HANA Environment, Health, and Safety (EHS) 7.4.1. Importing Technical Objects as Locations in EHS from Asset Management 7.4.2. Triggering Maintenance Notification from S/4HANA EHS Incident Management 7.5. Summary Chapter 8: Innovation with Asset Management 8.1. SAP Intelligent Asset Management Suite 8.2. SAP IAM Cloud Solutions 8.3. SAP Business Network Asset Collaboration 8.3.1. Business Benefits 8.4. SAP Predictive Asset Insights 8.5. SAP Asset Performance Management 8.6. SAP Mobile Asset Manager 8.6.1. SAP Mobile Add-On 8.6.2. SAP Mobile Development Kit (MDK) 8.7. SAP Asset Central Foundation 8.8. SAP IAM Integration 8.9. Summary Index