SAP Product Lifecycle Management

SAP Product Lifecycle Management

2013
978-1-59229-418-3
825

Product Details

• Your one-stop overview of SAP Product Lifecycle Management
• Master the functionalities and processes of SAP PLM
• Take your products from concept to delivery and beyond
• Up to date for SAP PLM 7.02 and SAP ERP 6.0, EHPs 5 and 6

This comprehensive guide to SAP Product Lifecycle Management walks you through the business processes, functions, and features of the software solutions that manage the countless product-specific business objects. From product innovation and design to product data management, from change request to execution, and from product compliance to analytics, leverage the best practices that will successfully keep your organization ahead of its competition.

Product Development
Full coverage of the product strategy and planning phase will help you develop product concepts, investigate opportunities, and track the product ideas to grow your product portfolio.

Product Data Management
Use the SAP ERP and SAP PLM data model to provide all relevant parties with the metrics they require as the product data evolves.

Maintenance and Customer Service
Explore the business processes that govern product maintenance and customer service, product quality management, product change management, product compliance, and operational risk management.

Project Management Pipeline
Learn to use monitoring tools for project budgets, costs, progress, and deliverables with SAP Project System and SAP Project and Portfolio Management solutions.

Step-by-Step Coverage
Examine the diagrams, workflows, and screenshots that complement in-depth text coverage of important processes.

Highlights

• Product strategy and planning
• SAP Product Portfolio Management (PPM)
• SAP Governance, Risk, and Compliance
• Product development and innovation
• Product data management
• Maintenance and customer service
• Product compliance (SAP EHS Management)
• Project management
• Service and maintenance
• Product quality and change management
• SAP Fleet Management
• Mobility within SAP PLM
• Reporting and analytics

The Author

Hanneke Raap is a senior consultant at SAP with 15 years of project experience in the areas of Product Lifecycle Management and Supply Chain Management.

Table of Contents

  • ... Acknowledgments ... 15
  • 1 ... Product Lifecycle Management ... 17
  • 1.1 ... Goal and Purpose of the Book ... 17
  • 1.1.1 ... Target Audience ... 18
  • 1.1.2 ... Chapter Outline ... 19
  • 1.2 ... SAP ... 22
  • 1.3 ... The SAP Product Portfolio ... 25
  • 1.3.1 ... SAP Business Suite and SAP ERP ... 26
  • 1.3.2 ... The Current SAP Solution Portfolio ... 30
  • 1.3.3 ... The SAP Business Suite Release Strategy ... 31
  • 1.3.4 ... SAP Solution Manager ... 32
  • 1.4 ... Product Lifecycle Management ... 33
  • 1.4.1 ... What Is Product Lifecycle Management? ... 34
  • 1.4.2 ... Current Trends and Challenges ... 38
  • 1.4.3 ... Benefits of Using SAP PLM ... 42
  • 1.4.4 ... Solution Map for SAP PLM ... 44
  • 1.4.5 ... Solution Map for SAP ERP ... 46
  • 1.5 ... Summary ... 47
  • 2 ... Product Management ... 49
  • 2.1 ... Product Strategy and Planning ... 51
  • 2.1.1 ... SAP Strategy Management ... 51
  • 2.1.2 ... SAP Governance, Risk, and Compliance ... 66
  • 2.1.3 ... Central Master Data GRC ... 71
  • 2.1.4 ... Product Compliance and Policy Management ... 78
  • 2.1.5 ... Product Risk Management with SAP GRC ... 81
  • 2.1.6 ... Product Intellectual Property Management with SAP GRC ... 91
  • 2.1.7 ... SAP Strategy Management and SAP GRC Architecture ... 105
  • 2.2 ... Planning and Management ... 106
  • 2.2.1 ... PPM Data Model ... 108
  • 2.2.2 ... Processes in Portfolio Management ... 116
  • 2.3 ... Functional Execution ... 127
  • 2.3.1 ... Idea Management ... 128
  • 2.3.2 ... Code Name “Edison” ... 128
  • 2.3.3 ... SAP Product Definition ... 132
  • 2.3.4 ... Concept Development ... 137
  • 2.3.5 ... Requirements Management ... 139
  • 2.3.6 ... Market Launch Management ... 143
  • 2.4 ... Summary ... 146
  • 3 ... Product Data Management ... 149
  • 3.1 ... Product Master Data and Structure Management ... 150
  • 3.1.1 ... Product Structure Management ... 150
  • 3.1.2 ... Integrated Product and Process Engineering (iPPE) ... 173
  • 3.1.3 ... Routing Management and Process Development ... 191
  • 3.2 ... Document Management ... 194
  • 3.2.1 ... Benefits of Using SAP DMS ... 195
  • 3.2.2 ... SAP DMS Features and Functions ... 196
  • 3.2.3 ... Finding a Document ... 208
  • 3.2.4 ... Access to Document Data ... 209
  • 3.2.5 ... Integration of External Systems to SAP PLM ... 213
  • 3.3 ... Product Costing ... 217
  • 3.3.1 ... Business Benefits ... 217
  • 3.3.2 ... Product Costing Tools ... 218
  • 3.3.3 ... Product Cost Planning Features ... 221
  • 3.4 ... Specification Management and Recipe Management ... 224
  • 3.4.1 ... Specification Management ... 225
  • 3.4.2 ... Substance Management ... 227
  • 3.4.3 ... Phrase Management ... 231
  • 3.4.4 ... Recipe Management ... 232
  • 3.4.5 ... Trial Management ... 240
  • 3.4.6 ... Reporting in Recipe Management ... 242
  • 3.5 ... Summary ... 243
  • 4 ... Product Variants, Classification, and Collaboration ... 245
  • 4.1 ... Classification ... 246
  • 4.1.1 ... Purpose of Classification ... 247
  • 4.1.2 ... Benefits of Classification ... 248
  • 4.1.3 ... Classification Functions and Features ... 248
  • 4.2 ... Variant Configuration ... 258
  • 4.2.1 ... Why Use Variant Configuration? ... 259
  • 4.2.2 ... Product Variants ... 261
  • 4.3 ... Object Dependencies ... 271
  • 4.3.1 ... Syntax of Dependencies ... 273
  • 4.3.2 ... Dependency Variant Tables ... 276
  • 4.3.3 ... Analyze and Trace ... 277
  • 4.4 ... Business Scenarios for Product Variants ... 283
  • 4.4.1 ... One-Step Configuration (No BOM) ... 284
  • 4.4.2 ... Single-Level BOM Explosion/Order BOM Configuration ... 285
  • 4.4.3 ... Multilevel BOM Explosion ... 285
  • 4.5 ... Variant Configuration Applied in Other Settings ... 287
  • 4.6 ... Engineering and R&D Collaboration ... 289
  • 4.6.1 ... Product Development ... 292
  • 4.6.2 ... Development Collaboration ... 298
  • 4.6.3 ... Engineering Collaboration ... 299
  • 4.7 ... Manufacturing Collaboration ... 311
  • 4.7.1 ... Prototyping and Ramp-Up ... 311
  • 4.7.2 ... Integrated Product and Process Engineering (iPPE) ... 314
  • 4.7.3 ... Interfacing ... 314
  • 4.8 ... Summary ... 314
  • 5 ... Maintenance and Customer Service ... 317
  • 5.1 ... Asset Operations and Maintenance ... 317
  • 5.1.1 ... SAP Enterprise Asset Management ... 318
  • 5.1.2 ... Maintenance Activities and Strategies ... 319
  • 5.1.3 ... Benefits of SAP Maintenance and SAP Customer Service ... 322
  • 5.2 ... Service and Maintenance Structure Management ... 322
  • 5.2.1 ... Technical Objects ... 322
  • 5.2.2 ... Common Functions for Technical Objects ... 333
  • 5.2.3 ... Enhancing Technical Objects ... 349
  • 5.3 ... Main Transactional Objects ... 350
  • 5.3.1 ... Object Information ... 350
  • 5.3.2 ... Maintenance Notification ... 351
  • 5.3.3 ... Maintenance or Customer Service Work Order ... 354
  • 5.3.4 ... Customer Repair Order ... 360
  • 5.3.5 ... Measurement Documents ... 361
  • 5.3.6 ... Maintenance Plan ... 364
  • 5.3.7 ... Maintenance Strategy ... 366
  • 5.3.8 ... Maintenance Task List ... 367
  • 5.3.9 ... Service Contracts ... 367
  • 5.3.10 ... Visualization and Publication ... 368
  • 5.3.11 ... Logbook or Shift Reports ... 369
  • 5.4 ... Configuration Management ... 373
  • 5.4.1 ... Categorize and Classify Technical Objects ... 374
  • 5.4.2 ... Use Bill of Materials ... 376
  • 5.4.3 ... Verify Configuration ... 376
  • 5.4.4 ... Spare Parts Management and Maintenance Catalogs ... 377
  • 5.5 ... Main Maintenance and Customer Service Processes ... 379
  • 5.5.1 ... Organizational Data Setup ... 380
  • 5.5.2 ... Technical Objects ... 381
  • 5.5.3 ... Handover and Takeover ... 382
  • 5.5.4 ... Maintenance Cost Budgeting ... 385
  • 5.5.5 ... Breakdown Maintenance ... 393
  • 5.5.6 ... Emergency Maintenance ... 398
  • 5.5.7 ... Corrective Maintenance ... 399
  • 5.5.8 ... Inspection ... 400
  • 5.5.9 ... Preventive Maintenance ... 401
  • 5.5.10 ... Project-Oriented Maintenance ... 404
  • 5.5.11 ... Returns and Repairs ... 407
  • 5.5.12 ... Reporting and Analysis ... 409
  • 5.6 ... Supplementary Maintenance and Customer Service Processes ... 410
  • 5.6.1 ... Capacity Requirements Planning ... 411
  • 5.6.2 ... Refurbishment of Spare Parts ... 412
  • 5.6.3 ... Pool Asset Management ... 415
  • 5.6.4 ... Work Clearance Management ... 417
  • 5.6.5 ... Warranty Claim Processing ... 419
  • 5.6.6 ... Lean Scenario ... 420
  • 5.6.7 ... Mobile Scenarios ... 423
  • 5.7 ... Summary ... 423
  • 6 ... Product Compliance ... 425
  • 6.1 ... SAP Environment, Health, and Safety Management ... 439
  • 6.1.1 ... Basic Master Data in SAP EHS Management ... 441
  • 6.1.2 ... Global Label Management ... 443
  • 6.1.3 ... SAP Product Safety Component ... 446
  • 6.1.4 ... Dangerous Goods Management ... 451
  • 6.1.5 ... Hazardous Substance Management ... 459
  • 6.1.6 ... SAP Waste and Recycling ... 462
  • 6.1.7 ... SAP Recycling Administration ... 469
  • 6.2 ... Operational Risk Management ... 472
  • 6.2.1 ... Incident Management ... 474
  • 6.2.2 ... SAP EHS Risk Assessment ... 477
  • 6.2.3 ... SAP EHS Program Management ... 482
  • 6.2.4 ... Management of Change ... 482
  • 6.2.5 ... Maintenance Workers Safety ... 484
  • 6.3 ... SAP Audit Management ... 488
  • 6.3.1 ... SAP Audit Management Master Data Objects ... 491
  • 6.3.2 ... The Audit Process ... 496
  • 6.4 ... Summary ... 502
  • 7 ... Project Management ... 503
  • 7.1 ... SAP Project Management Solutions ... 505
  • 7.1.1 ... SAP Project System ... 505
  • 7.1.2 ... SAP Project and Portfolio Management ... 506
  • 7.1.3 ... SAP Investment Management ... 507
  • 7.1.4 ... Determining Which Project Management Solution to Use When ... 509
  • 7.2 ... Project and Resource Management with SAP ERP ... 511
  • 7.2.1 ... Project Initiation ... 513
  • 7.2.2 ... Project Planning: Initial and Detailed Planning ... 517
  • 7.2.3 ... Project Approval and Budgeting ... 531
  • 7.2.4 ... Execution and Monitoring ... 533
  • 7.2.5 ... Closing ... 541
  • 7.3 ... SAP Investment Management within SAP ERP ... 543
  • 7.3.1 ... SAP Investment Management Data Model ... 544
  • 7.3.2 ... SAP Investment Management Business Scenario ... 546
  • 7.3.3 ... When to Use SAP Investment Management or PPM–Portfolio Management ... 549
  • 7.4 ... Project Management in PPM ... 551
  • 7.4.1 ... Data Model for Projects ... 553
  • 7.4.2 ... Create Project ... 555
  • 7.4.3 ... Plan Project ... 559
  • 7.4.4 ... Manage Resources ... 570
  • 7.4.5 ... Manage Visibility ... 578
  • 7.4.6 ... Execute and Track ... 582
  • 7.4.7 ... Close Project ... 583
  • 7.5 ... Project Collaboration ... 584
  • 7.5.1 ... Collaboration Folders ... 585
  • 7.5.2 ... Collaboration in Projects ... 591
  • 7.6 ... Other Project Management Applications ... 592
  • 7.6.1 ... PPM as a Central Tool ... 594
  • 7.6.2 ... Open PS ... 595
  • 7.6.3 ... SAP Enterprise Project Connection ... 596
  • 7.7 ... Summary ... 600
  • 8 ... Product Quality and Product Change Management ... 601
  • 8.1 ... Product Quality Management ... 603
  • 8.1.1 ... Product Quality Master Data ... 611
  • 8.1.2 ... Quality Engineering ... 630
  • 8.1.3 ... Quality Assurance and Control ... 659
  • 8.1.4 ... Quality Improvement ... 666
  • 8.2 ... Product Change Management ... 673
  • 8.2.1 ... Master Data Objects Used for ECM ... 675
  • 8.2.2 ... Business Scenario for Change and Configuration Management ... 680
  • 8.3 ... Summary ... 684
  • 9 ... Relevant SAP PLM Additions ... 687
  • 9.1 ... SAP Fleet Management ... 687
  • 9.1.1 ... Administration ... 690
  • 9.1.2 ... Maintenance ... 703
  • 9.1.3 ... Operations ... 705
  • 9.2 ... SAP Mobile Platform ... 715
  • 9.2.1 ... SAP Mobile Product Portfolio ... 717
  • 9.2.2 ... SAP PLM Mobile Applications ... 723
  • 9.2.3 ... B2E Apps for SAP by Syclo ... 726
  • 9.2.4 ... B2E Apps by SAP ... 734
  • 9.2.5 ... Analytics Apps ... 736
  • 9.3 ... Summary ... 737
  • 10 ... Product Insight and Analytics ... 739
  • 10.1 ... Product Intelligence Business Processes ... 740
  • 10.1.1 ... SAP 3D Visual Enterprise ... 741
  • 10.1.2 ... Reporting, Querying, and Analyzing ... 744
  • 10.1.3 ... Enabling Enterprise and Business Object Search ... 747
  • 10.2 ... Standard Reporting in SAP ERP ... 748
  • 10.2.1 ... Standard Reports and Lists ... 749
  • 10.2.2 ... Reporting in SAP EHS with WII Integration ... 751
  • 10.2.3 ... Reporting in Logistics Information System ... 753
  • 10.2.4 ... Business Context Viewer (BCV) ... 757
  • 10.3 ... Reporting with Comprehensive SAP Products ... 765
  • 10.3.1 ... SAP NetWeaver BW ... 766
  • 10.3.2 ... SAP BusinessObjects ... 782
  • 10.3.3 ... Future Outlook ... 791
  • 10.4 ... Summary ... 791
  • 11 ... Conclusion ... 793
  • ... Chapter 1: Product Lifecycle Management ... 793
  • ... Chapter 2: Product Management ... 793
  • ... Chapter 3: Product Data Management ... 794
  • ... Chapter 4: Product Variants, Classification, and Collaboration ... 796
  • ... Chapter 5: Maintenance and Customer Service ... 797
  • ... Chapter 6: Product Compliance ... 798
  • ... Chapter 7: Project Management ... 799
  • ... Chapter 8: Product Quality and Product Change Management ... 800
  • ... Chapter 9: Relevant SAP PLM Additions ... 803
  • ... Chapter 10: Product Insight and Analytics ... 804
  • ... Book Conclusion ... 805
  • ... Appendices ... 807
  • A ... Relevant Courses per Chapter ... 809
  • B ... Additional SAP PLM Resources ... 813
  • C ... The Author ... 815
  • ... Index ... 817