Compatible Units Offer New Ways to Plan, Design, and Create Work Orders with SAP ERP Gero Bieser IBU...

Compatible Units Offer New Ways to Plan, Design, and Create Work Orders with SAP ERP

Gero BieserIBU Utilities, SAP AG

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© SAP 2007 / Page 3

1. What are Compatible Units?

2. Work Management with Compatible Units2.1 Compatible Units2.2. CU Work Order2.3 CU Designs2.4 Construction Measures2.5 Interfaces to external Systems

Agenda

© 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.

© SAP 2007 / Page 5

What are Compatible Units?

CUs are a Combination of Labor: What should be done, who should do it,

what‘s the required qualification, how long does it take

Materials Tools Costs Resources External / Internal Legal (e.g. FERC) Accounting Rules (account

codes, standard costs)

© 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

© SAP 2007 / Page 7

1. What are Compatible Units?

2. Work Management with Compatible Units2.1 Compatible Units2.2. CU Work Order2.3 CU Designs2.4 Construction Measures2.5 Interfaces to external Systems

Agenda

© SAP 2007 / Page 8

Process Overview:Work Management with CUs

CU Design alternative 1

CU based Work Order

CapitalProjects

CustomerRequests

Maint.Requests

Replace-ments

Update inFI / CO / HR

Unitizationof assets

Update ofas-built design

GraphicalDesign

Tool


CU Designalternative 3

…………

Initiate Design Execute Close

CU Library

Construction Measure

© SAP 2007 / Page 9



CU based Work Order

CapitalProjects

CustomerRequests

Maint.Requests

Replace-ments




GraphicalDesign

Tool



…………


CU Library


© SAP 2007 / Page 10

Material

The Data Object “Compatible Unit”

Compatible UnitClassificationTechnical Object

(template)

Settlement Rule

Task List Material, Labor Time

Work Center/Activity Type

Production Resource/Tool

…

© SAP 2007 / Page 11

Compatible Unit Screen

Classification

Technical Object

Task List

© SAP 2007 / Page 12

Multilevel Hierarchies of CUs

Multilevel CU

CU 1CU 2

CU3CU4

CU5CU6

CU3CU7

© SAP 2007 / Page 13



CU based Work Order

CapitalProjects

CustomerRequests

Maint.Requests

Replace-ments




GraphicalDesign

Tool



…………


CU Library


© SAP 2007 / Page 14

CU Work Order

CU Work Order = Standard Work Order + additional features

© 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

© SAP 2007 / Page 16



CU based Work Order

CapitalProjects

CustomerRequests

Maint.Requests

Replace-ments




GraphicalDesign

Tool



…………


CU Library


Data Objects and Transactions

CU Master Data Work Order

CU Master Data Design Docum.DESIGN

Work OrderDESIGN

Design Templ.

Work Order

IW31

CU Master Data Design Templ.DESIGN

DESIGN

IW31 = Standard transaction „Create Work Order“

DESIGN = CU Design Builder

© SAP 2007 / Page 18

The Design Builder

Header Data(can be minimized)

CUs that correspond to search criteria

Selected CUs:• Hierarchy view• List view

© 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

© SAP 2007 / Page 20



CU based Work Order

CapitalProjects

CustomerRequests

Maint.Requests

Replace-ments




GraphicalDesign

Tool



…………


CU Library


© SAP 2007 / Page 21


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

© SAP 2007 / Page 22

Design n

CU Objects: Possible Relationships

ConstructionMeasure

NotificationMasterOrder

Design 1

Order 1

Design 2

Order 2 Order n

Design n

ConstructionMeasure with

Release control

NotificationMasterOrder

Design 1

Order 1

Design 2 XX

Order X Order Y

© SAP 2007 / Page 23



CU based Work Order

CapitalProjects

CustomerRequests

Maint.Requests

Replace-ments




GraphicalDesign

Tool



…………


CU Library


© 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 ERP Design Tool

CU LibraryCU Library

CU DesignCU Design

ConstructionMeasure

ConstructionMeasure

CU OrderCU Order

CU Order CostsCU Order Costs

© 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

SAP’s 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 SAP’s 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

Compatible Units Offer New Ways to Plan, Design, and Create Work Orders with SAP ERP Gero Bieser IBU...

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