master data - create work center gm 10-27-2010(2)
DESCRIPTION
SAP PP Work Center Step by Step ConfigurationTRANSCRIPT
SAP Training Participants Guide
Master DataWork Centers
RoutingProduction Versions
Version: 1.0
Master Data Page 1 of 23
Production Master Data is a process that occurs only at the plant level for the work centers, routings and production versions.
SAP Training Participants Guide
Work Centers, Routings and Production Versions
IntroductionBWAY master data management is both a central logistics and plant function that can be used to change various aspects of production basic data.
Example:
BWAY master data management at the plant level will create/change master data pertaining to work centers, routings and production versions.
In SAP, this scenario is used to manage approved work centers, routings and production versions.
Routing - A routing type that defines one or more sequences of operations for the production of a material.
Routing Group - A routing group combines routings that describe similar production processes and are used to produce similar materials
Routing Sequence - The order in which several assets are assigned to one collateral agreement
Routing Operation - Independent part of a recipe executed on a processing unit.
Routing Control Key - Determines which business transactions should be executed for the object that belongs to the task list or order (for example scheduling or costing).
Routings:
The routing describes the operations, production steps that need to be applied for production of an item. It is possible and recommended to define group routings without a specific product number. Products are allocated to this group routing.
Re-using applicable existing routings reduces the number of new routings to be created.
Routing is plant specific. It can also be defined for a lot-size. The header contains a usage, status and planner group.
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Overview
SAP Training Participants Guide
Introduction - continued
By the end of this chapter, you will be able to understand:
Work Center
1. Create Work Center (CR01)2. Change Work Center (CR02)3. Display Work Center (CR03)4. Work Center List (CR05)5. Work centers assignment to cost center (CR06)6. Work center Hierarchy (CR08/CR21)
Routings
1. Create Routing (CA01)2. Change Routing (CA02)3. Display Routing (CA03)4. Create Reference Operation Set (CA11)5. Change Reference Operation Set (CA12)6. Display Reference Operation Set (CA13)7. Mass Change Work Center (CA85n)8. Display Change Documents (Routings) (CA61)9. Display Change Documents (Ref Operation Sets) (CA62)10. Maintain Production Versions (C223)11. Work Center Where-used (CA80)
Production versions
1. Maintain Production Versions (C223)
Prerequisites:
The following scenario-specific master data is required for this scenario:
The following specifics are required for accurate master data for work centers, routings.
You have entered the master data required to go through the procedures of this scenario. Ensure that the following scenario-specific master data exists before you test this scenario:
Plant Material Item Number Task List Work Center Control Key Operation Description Operation number Base Quantity Base Unit of Measure Activity Quantity Activity Unit of Measure Alternative Unit of Measure Usage Component Item Category Quantity Change Number (if applicable)
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Objectives
SAP Training Participants Guide
Introduction – continued
Recommended:
None
Audience:
Beginner users Project team members Project leaders Support personnel Super users End users
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Objectives
SAP Training Participants Guide
Master Data Work Centers, Routings, Production and Versions – continued
The step numbers in the Process Overview Table and the Process Flow Diagram sections refer to the steps in the Business Process Procedure document for this scenario.
Process Overview Table
Step Step Name External Process
Reference
Business Condition
Role Transaction Code
Expected Results
1 Create/change Work Center
N/A Requirement to create/change work center master data
Planning Personnel CR01, CR02,CR03
The work center is created.
2 Create / Change routing
Requirement to create/change routing is approved.
Planning/Accounting Personnel
CA01,CA02,CA03
Routing is changed using the change order number
3 Create / Change Production Version
N/A Requirement to create/change production version is approved.
Planning Personnel MM02 Production version is changed using the change order number
4 Reference rate routings
N/A Reference rate routings
Planning/Accounting Personnel
CR056 Work center report.CA31, CA32,CA51
Reference rate routings as an option
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SAP Training Participants Guide
Master Data Work Centers, Routings, Production and Versions – continued
Process Overview Table
Process Flow Diagram
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SAP Training Participants Guide
Master Data Work Centers, Routings, Production and Versions – continued
Organization Structure
Creating Production Master Data is a process that occurs only at the plant level for the work centers, routings and production versions.
The current organizational roles will fit with the processes described here:
Engineering (new products) Master Data management Plant Planning/Accounting personnel
Impacts to the business process are identified as follows:
A routing is comprised of information coming from various process areas (engineering, costing, production, master data…) which forces all the information to be consolidated in one place.
A BWAY business process needs to be developed for master data management to support the business change that will be required to assure data integrity.
The routing information will now be consolidated into one area of the system hence increasing data accuracy.
Realignment of resources and job roles will be required as a result of this implementation
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A plant function can be changed for various aspects of productions
basic data ….
SAP Training Participants Guide
Create Work Center
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A Work Center is an organization unit that defines an operation and how it’s carried out.
CR01
SAP Training Participants Guide
Create a Work Center
Purpose
This work instruction is used to Create / Change / Display Work Centers.
DescriptionA work center is an organizational unit that defines where and when an operation should be carried out within a plant. A work center is unique within a plant. Work centers can be machines, people or production lines. Operations that need to be executed are defined on a task list and executed at the corresponding user assigned work center. This transaction enables the user to create basic data, set defaults, assignments, and define capacities and scheduling data pertinent to a work center. Work centers contain default values that are copied or referenced in operations at the time of task list creation. They also contain costing, scheduling and capacity data required for lead time scheduling and capacity planning.
PrerequisitesInput - Required Fields Field Value / Comments
Plant Enter the plant code for the work center
Work Center Enter the identifier for the work center
Work Center Category Choose from pull down menu (labor, machine, etc) OR
Copy from Plant Enter plant Id to copy from AND
Copy from Work Center Enter Work Center to be used as a model
Output – Results
Fields
Field Value / Comments
New work center within a plant
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SAP Training Participants Guide
Let’s Get Started with Create a Work Center.
LOGON
Work Step
Via Transaction Code – CR01
Step 1 Enter the Client number given to you by your administrator.
Step 2 Enter User code.
Step 3 Enter Password.
Step 4 Click Enter.
Note: When logging into SAP instead of this simulation, you will need to use your SAP user name and password supplied by your company SAP Admin. If your company utilizes ‘Single Sign On’ then these steps are irrelevant as you are already signed onto SAP and only need to choose the desired system from the list. Many of the actions associated with the menu paths can be performed from icons, key strokes or using the mouse. This duplication or redundancy is built into the system to meet the varying needs or styles of the user. Some individuals enjoy using the mouse and menu paths, some get used to icons easily, some desire keystrokes while others prefer ‘right’ click or ‘double’ clicks.
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SAP Training Participants Guide
Create a Work Center - continued
Results: The SAP Easy Access panel displays.
Work Steps
Transaction Code – CR01
Step 1 Click SAP menu.
Step 2 Click Logistics.
Step 3 Click Production.
Step 4 Click Master Data.
Step 5 Click Work Centers.
Step 6 Click Work Center.
Step 7 Double Click Create.
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SAP Training Participants Guide
Create a Work Center - continued
Results: The Create Work Center: Initial Screen panel displays.
Step 1 Input Plant (Drop Down Menu – Required)
Step 2 Input New Work Center (Create New Number - Required)
Step 3 Input Work Center Category (Drop Down Menu - Required)
Use the information from the table below.
Note: Update the Create Work Center: Initial Screen panel using the required (R), optional (O), conditional (C) and default(D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Plant Code identifying the operational unit of the company where the material is manufactured and stored.
R
Work Center Code identifying a work Center.
R
Work Center Cat. Code identifying the category of the work Center.
Select the appropriate category from the drop down.
R
Step 4 Click the Basic data icon.
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SAP Training Participants Guide
Create a Work Center – continued
Result: The Create Work Center: Initial panel displays.
Step 1 Input Person Responsible (Drop Down Menu)
Step 2 Input Usage (Drop Down Menu)
Step 3 Input Supply Area
Use the information from the table below.
Note: Update the Create Work Center: Basic Data panel using the required (R),optional (O), conditional (C) and default (D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Work Center Description
Underneath the Plant Location, input a work center description.
R Prerequisite
Person Responsible
Specifies person responsible for the work center.
Select the person from the drop box.
O
Usage Key to control the usage of the work center in the task lists.
Select the appropriate usage from the drop-down list.
For routings use 001.
R
Supply Area The supply area is used for material replenishment purposes.
O
Scroll Down.
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Create a Work Center – continued
Step 4 Input Backflush Data if needed
Step 5 Input Standard Value Key (Drop Down Menu)
Use the information from the table below.
Note: Update the Create Work Center: Basic Data panel using the required (R),optional (O), conditional (C) and default (D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Backflush Select the indicator if the material components are back flushed at this work center.
O
Standard Value key
Key defining the standard values.
Select the appropriate standard value key from the drop down.
R
Step 6 Click the Default values tab
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SAP Training Participants Guide
Create a Work Center – continued
Result: The Create Work Center: Default Values panel displays.
Step 1 Input Control Key Data (Drop Down Menu - As Needed - Optional)
Step 2 Input UOM of the Standard Value (As Needed – Optional)
Use the information from the table below.
Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Control Key Code that determines how an operation or sub-operation is to be processed.
Select the appropriate key from the drop down list.
O
UOM of standard values
Unit of the standard value for Setup, Machine & Labor.
O
Step 3 Click the Capacities tab.
Create a Work Center – continued
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SAP Training Participants Guide
Result: The Create Work Center: Capacity Overview panel displays.
For Each Capacity Category:
Step 1 Input Capacity Category (Drop Down Menu - Required)
Step 2 Input Pooled Capacity (As Needed - Optional)
Step 3 Input Setup Formula (As Needed - Optional)
Step 4 Input Processing Formula (As Needed - Optional)
Step 5 Input Teardown Formula (As Needed - Optional)
Step 6 Input Other Formula (As Needed - Optional)
Step 7 Input Distribution (As Needed - Optional)
Step 8 Input Int. dist. key (As Needed - Optional)
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SAP Training Participants Guide
Create a Work Center – continued
Use the information from the table below.
Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Capacity Category
Key which determines the capacity type ex: machine or labor.
R Select the appropriate capacity category from the dropdown list.
Pooled Capacity?
No Instructions
Setup Formula Formula determines the capacity requirements for setup.
O
Processing Formula
Formula determines the capacity requirements for processing.
O
Teardown Formula
Formula determines the capacity requirements for teardown.
O
Other Formula Formula Used to calculate Capacity requirements for networks, maintenance orders
O
Distribution Determines the distribution of capacity requirements for an operation
over the periods of the operation duration for the following orders:
O
Int. dist key Distribution Cap requirements (plant maintenance, process order, network)
O
Step 9 Click the Capacity icon.
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SAP Training Participants Guide
Create a Work Center – continued
Result: The Change Work Center Capacity: Header panel displays.
Step 1 Input Capacity Category (Drop Down Menu - Required)
Step 2 Check Pooled Capacity (As Needed - Optional)
Step 3 Input Factory Calendar ID (As Needed - Optional)
Step 4 Input Base Unit of Measure (Drop Down Menu - Required)
Use the information from the table below.
Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Capacity Planner Grp
Key refers to the capacity planner group.
Select the appropriate planner group from the drop box.
R
Factory Calendar Code that identifies the factory calendar.
O
Base Unit of Measure
Unit in which available capacity is maintained.
R
Scroll Down.
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SAP Training Participants Guide
Create a Work Center – continued
Step 5 Input Start, Finish and Break Times (As Needed - Optional)
Step 6 Input Capacity Utilization (Required)
Step 7 Input No. of Indiv. Cap. (Required)
Use the information from the table below.
Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Start, finish and break times
Code identifies start, end time of the shifts and the length of breaks per shift.
O
Capacity Utilization
Code that identifies the capacity utilization rates.
R
No. of Indiv. Cap. Number of elements which make up a capacity group.
R
Step 8 Input Overload (As Needed - Optional)
Step 9 Input Planning Details (As Needed - Optional)
No instructions on how to proceed to Scheduling screen. Therefore click the Enter Key (Top Left Corner). Click on the Back Key (Next to the Save Icon) to return to the prior screen.
Create a Work Center – continued
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SAP Training Participants Guide
Result: The Create Work Center: Capacity Overview panel displays.
Click on the Scheduling Tab.
Result: The Create Work Center: Scheduling panel displays.
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Create a Work Center – continued
Step 1 Input Capacity Category (Drop Down Menu)
Step 2 Input Setup Formula (As Needed - Optional)
Step 3 Input Processing Formula (As Needed - Optional)
Step 4 Input Teardown Formula (As Needed - Optional)
Step 5 Input Other Formula (As Needed - Optional)
Use the information from the table below.
Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Capacity category
Key which describes capacity in more detail. The capacity category enables you to determine whether it is machine or labor capacity.
R
Setup Formula Formula used in scheduling to calculate the setup time of an operation.
O
Processing Formula
Formula used in scheduling to calculate the processing time of an operation.
O
Teardown Formula
Formula used in scheduling to calculate the teardown time of an operation.
O
Scroll Down to see other Input Field Options. Input data appropriately – no instructions given.
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SAP Training Participants Guide
Create a Work Center – continued
When data entry is completed, scroll to the top.
Click on the Costing Tab.
Result: The Create Work Center: Cost Center Assignment screen displays.
Step 1 Input Cost Center (Drop Down Input Screen - Required)
Scroll Down.
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SAP Training Participants Guide
Create a Work Center – continued
Step 2 Input Activity Type (As Needed - Optional)
Step 3 Input Activity Unit (As Needed Optional)
Use the information from the table below.
Note: Update the Create Work Center: Default Values panel using the required (R), optional (O), conditional (C) and default (D) fields displayed in the table below.
Field Name Description R/O/C/D User Action and Values
Comments
Cost center Code identifying an organisational unit to which costs or assets are assigned
R
Activity Type Code describes the activity produced by a cost center.
O
Activity Unit Code describes the activity unit used to post the consumed activity quantities.
Select the appropriate unit from the drop down list.
O
Step 4 After inputting all relevant data - Click Save icon to save the new Work Center.
End of Create Work Center.
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