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Workshop: Materials Use

Join us on May 23, 2006, to explore materials management in SAP PM. Learn to integrate with Finance, HR, and Materials while improving scheduling, work planning, and reporting. Utilize mobile technology, GIS, and preventative maintenance. Discover how stock and non-stock materials are planned and used, and delve into service procurement processes. Get hands-on experience with SAP's material management functionalities and streamline your maintenance operations.

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Workshop: Materials Use

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  1. Workshop: Materials Use May 23, 2006

  2. Project Goals • Implement SAP Plant Maintenance system • Provide integration with Finance, HR, and Materials • Allow enhanced scheduling and planning for work assignments • Provide work scheduling as well as management reporting tools • Accommodate the use of mobile technology to reduce paperwork • Accommodate the use of GIS with SAP • Improve automated updates to customers about the status of work • Implement a Preventive Maintenance system for buildings, areas, and equipment • Utilize standard SAP functionality to collect utility usage and cost information for recharge calculations

  3. Agenda • Introduction • Discussion of Material Use in Plant Maintenance • Preview of Next Blueprinting Session • Other Discussion

  4. What are “materials” for Plant Maintenance use? Stock materials: Parts which have SAP material numbers and are kept in UK stores Non-stock materials: Parts which are used less frequently, may not have SAP material numbers, and are ordered as needed Services: Services provided by external companies which are requested as needed

  5. How are stock materials planned and used? From the “components” tab of a Work Order:

  6. How are stock materials planned and used? There are (at least) two ways to select the materials. A search term may be used to find the part number. If a Bill of Materials has been entered for the building, room, or equipment to be maintained, the Bill of Materials may be used to suggest part numbers.

  7. How are stock materials planned and used? Here are some of the search methods:

  8. How are stock materials planned and used? The “Plant Material by Description” is frequently used for Maintenance spares. Here *bear* is used to find bearings.

  9. How are stock materials planned and used? A list of possible parts is presented. The “Thrust bearing” is selected.

  10. How are stock materials planned and used? The part number is added to the components list. A quantity of “1” is entered and the “Item Category (IC)” is set to “L” which indicates that this is a stock item.

  11. How are stock materials planned and used? The materials may be checked to see if they are available for this order:

  12. How are stock materials planned and used? The next screens are from the Materials Management section of SAP. They may not be implemented exactly as shown, but will illustrate the process in SAP.

  13. How are stock materials planned and used? Here’s a stock overview for the Thrust Bearing (50304):

  14. How are stock materials planned and used? Note that the storage location and bin are displayed:

  15. How are stock materials planned and used? The storeroom can look for material reservations:

  16. How are stock materials planned and used? This is the list for the May time period:

  17. How are stock materials planned and used? Now the storeroom will issue the part for this order: This will be issued with reference to our reservation

  18. How are stock materials planned and used? Now the storeroom will issue the part for this order:

  19. How are stock materials planned and used? Now the storeroom will issue the part for this order:

  20. How are stock materials planned and used? Here’s the order cost display after the part is issued:

  21. How are non-stock materials and services planned? We’ll add a non-stock part to this order: Note that there is no SAP material number; just a description, quantity, and “N” for non-stock.

  22. How are non-stock materials and services planned? Here’s the information required for Purchasing to order it:

  23. How are non-stock materials and services planned? When the order is saved, a purchase requisition is created.

  24. How are non-stock materials and services planned? Here’s the list of purchase requisitions from May 15-30:

  25. How are non-stock materials and services planned? Purchasing would issue a Purchase Order and when the invoice was processed, the order would be charged for this item.

  26. How are non-stock materials and services planned? Note that the planned costs of the non-stock item are displayed on the order cost screen:

  27. How are non-stock materials and services planned? Services may be handled in the same manner as a non-stock material purchase.

  28. Topics For Next Blueprinting Session • Determine Measurement Point Requirements     •                         Calibration Points •                         Meter Readings • Determine Permit Requirements

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