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Investigate SAPs Latest Engineering Record and


realize the transparency of the impacts along the
end-to-end supply chain
Ulf Petzel, SAP AG

SESSION CODE:

2914

Agenda

Introduction

Engineering Change Record Quick Recap

Whats New with SAP PLM 7.02?

Demo

Wrap-up

2012 SAP AG. All rights reserved.

Change Is a Universal Phenomenon


Typical Process Today

Manuf.
Engineering investigates
and Changes parts
(Variation)
Manufacturing
Initiates a change
in the product

Manual Paper-Based
Processes
Still change investigation is
paper-based and a slow process
across value chain

SCM

SRM

Engineering investigates
and identifies supplier to
make a Change

Supplier is
informed to make
a change

Engineering investigates
and Identifies Design
partner to make change
(Variation)

Supplier makes
changes and
send proposals
for approval

PLM

ERP
Change Approved

High Cost of Integration

No Business-Centric View

Global connectivity to investigate


change is costly and requires a lot
of integration to other applications

Affect of change needs to fulfill


business-centric goals instead of
engineering centric goals only

2012 SAP AG. All rights reserved.

End-To-End Change Management


Key Elements

COO

ALL LOBs & partners

Change Initiation
Product/
Design
R&D
Supply Chain
Sourcing/
Dist
Mfg/
Quality

Change Audit &


Approval

Change Scope Change Project


& Feasibility Management &
Management
Disposition

SCM / SRM
Change
Management
Change
Request
(ECR)

New
Requirement
(ECR)
2012 SAP AG. All rights reserved.

Change
Disposition
&
Impact
Analysis
New Product/
Idea Request

ALL LOBs

All LOBs

Change
Investigation

ECR
Management

Marketing/
Sales/
Support
Customers/
Partners

Engineering & R&D

Enterprise
Change
Analysis

Supply Chain
Change Mgmt

Supplier Impact
Analysis

SCM/SRM
Approvals

Change
Implementation

Change
Documentation

Implement
Change &
Monitor

Manufacturing
Change
Management

Prototyping

Service
Change
Management

Change Cost
management

Mfg Change
Analysis

Mfg planning
Approvals

Market Impact
Analysis

Mkt/ Services
Approvals

Customer
Approvals

Customer
Customer
Approvals
Approvals
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Agenda

Introduction

Engineering Change Record Quick Recap

Whats New with SAP PLM 7.02?

Demo

Wrap-up

2012 SAP AG. All rights reserved.

Engineering Change Record


Holistic change
management support for
all major PLM objects
Flexible support of
ECR/ECO process
Change Masters
generated for
implementation of
changes
Embedded ad-hoc
workflow functionality
Embedded analytics
through Business Context
Viewer side panel
2012 SAP AG. All rights reserved.

Change Initiation & Investigation

Create/
Change
Record

Change Scope

Define
Process
Route

2012 SAP AG. All rights reserved.

Add
Notes
Start Workflow

Change Investigation

Set Effectivity

Date

Parameter:
Customer

Inbox

Workflow

Parameter:
Serial Number

2012 SAP AG. All rights reserved.

Change Approval & Implementation

Inbox

2012 SAP AG. All rights reserved.

Agenda

Introduction

Engineering Change Record Quick Recap

Whats New with SAP PLM 7.02?

Demo

Wrap-up

2012 SAP AG. All rights reserved.

Material BOM Redlining


Integration with Engineering Record

Assign to a new or existing


Engineering Record
Redlining changes done with
the Lead Change Number,
or different change number
assigned to change item
2012 SAP AG. All rights reserved.

10

Status & Release Management


Bigger Picture
Project Management
Project plan

Change
Management (ENG)

H2M

Change
Management (MFG)

Decouple engineering
effectivity from manufacturing
Bundle work packages

Set of Product
information

Definition of release process

Release
Management

Release
Management

Controlled release of a set of


product information
Threshold status as
precondition (bottom-up)

Structured
Product
Information

Mat DIR
PLM Objects
Trigger and sync point

2012 SAP AG. All rights reserved.

Trigger status inheritance (topdown)

Status
Mgt.

PLM Core
DIR
in work IA, IW, AA
Released
RL
Obsolete
OB, IP

Material
10
20
30

BOM
1
2

Harmonize status management


across object types
Simplify with traffic light like
status
Introduce lifecycle concept
Generic authorizations (ACC)
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Status & Release Management


Overview

Status Management
Harmonized status
management for key PLM
objects
Integration with Status and
Action Management

Release
Management
Enhance Change Record to
support release process
Manage status transition,
preconditions, system
actions, etc.
Integration with Search,
Work Center / Control
Center, Access Control
Context,
2012 SAP AG. All rights reserved.

12

Status Management
Key Capabilities

Obsolete

Enhancement to existing
status management
Ability to define status,
status schemes, status
transitions, preconditions
and actions
Workflow integration
Access Control
Management integration
Search for status ranges

2012 SAP AG. All rights reserved.

Initial

In Work

For Approval

10

20

Approved

30

95

Transition

Precondition

Action

Document assigned

Read-only

Material assigned

Sub-items approved

Release

40

13

Status Management
Status Tab

New status tab for


documents, materials,
BOMs, product variants,
product item variants,
assembly headers and
assembly items
Enhanced status
information, e.g. status
roadmap, status attributes,
icons, preconditions and
status history
Define responsible user and
target date for workflow
interaction
Access Control Context
transfer on status change

2012 SAP AG. All rights reserved.

14

Status Management
Actions & Preconditions

The following Actions and


Preconditions are supported:
Manual preconditions,

which can be freely


defined. The end user
confirms their execution.
Automatic preconditions

and assigned precondition


classes. If the precondition
is fulfilled the status
transition can be executed.
Actions, that are executed

as soon as the target status


is set.
Per status it is possible to
define a precondition as
optional

2012 SAP AG. All rights reserved.

15

Status Management
Status Change Options

An object (material, BOM,


document, etc.) can be
promoted / demoted at the
following places:
In the object UI itself
From a search result (mass

change)
In Object Navigator (mass

change)
In Product Structure tree

(mass change, multi-level)


Via an Engineering Record

2012 SAP AG. All rights reserved.

16

Status Management
Enhancements to Work / Control Center

Display status icons in


Personal Object Work Lists
(POWLs)
Display Revision Level
information in POWLs
POWL queries based on
status ranges (select
options)

2012 SAP AG. All rights reserved.

17

Release Management
Authorizations

New Access Control


Context authorization
Release allows only
specific users to transfer
objects to a released status.
New role
SAP_PLMWUI_RELEASE_
COODINATOR3 in role
maintenance (transaction
PFCG)
PFCG authorization for
different views in
Engineering Record

2012 SAP AG. All rights reserved.

18

Release Management
Release Record Overview

A Release Record (type RELD,


RELP) is used as a flexible
container to support different
kinds of release management
processes, e.g.:
Release multiple

deliverables/objects
Release multi-level

product structures
Phase out of a material

A Release Record can be


created and filled directly from a
search result, any object UI, the
Object Navigator, etc.
There is also the possibility to
use a combined Engineering
Change/Release record (types
CRED, CREP)

2012 SAP AG. All rights reserved.

19

Release Management
Release Process Release Inquiry
Release
Inquiry

10
Maintain Header Data

Add Notes

Add Items

Define Process Route

2012 SAP AG. All rights reserved.

20

Release Management
Release Process Release Order in Process
Release

Release

Inquiry

Order in Process

10

40

Generate Leading Change Number, (optionally inherit to Items), item status set to In Process

2012 SAP AG. All rights reserved.

21

Release Management
Release Process Release Implementation
Release

Release

Release

Inquiry

Order in Process

Implementation

10

40

Obsolete

50

95
Check Preconditions, Set Obect Status

2012 SAP AG. All rights reserved.

22

Release Management
Release Process Release Completed
Release

Release

Release

Release

Inquiry

Order in Process

Implementation

Completed

10

40

Obsolete

50

60

95
Check Item Status, Set Change Number(s) Status, Valid From

2012 SAP AG. All rights reserved.

23

Agenda

Introduction

Engineering Change Record Quick Recap

Whats New with SAP PLM 7.02?

Demo

Wrap-up

2012 SAP AG. All rights reserved.

24

Demo

2012 SAP AG. All rights reserved.

25

Agenda

Introduction

Engineering Change Record Quick Recap

Whats New with SAP PLM 7.02?

Demo

Wrap-up

2012 SAP AG. All rights reserved.

26

Feedback From SAP PLM 7.01 Deployments

Engineering Record is a major improvement

Full support for all PLM objects


Data collector functionality
Notes on data package and individual change items
Comprehensive, extensible solution, simple enough for fast implementation

Potential further improvements

Digital signature inclusion


Approve / reject within process route task
More complex predefined workflows

2012 SAP AG. All rights reserved.

27

Resources

SAP PLM Roadmap in Service Marketplace


http://service.sap.com/roadmap > LoB > Research & Development

SAP

PLM Learning Map


http://service.sap.com/rkt-plm > SAP PLM 7.01 or SAP PLM 7.02

SAP

PLM @ SAP Community Network


http://www.sdn.sap.com/irj/bpx/plm

Varian

Medical SAP PLM 7.01 Engineering Change Case Study


http://leverx.com/pages/resources/past-webinars.php

2012 SAP AG. All rights reserved.

28

Interested in SAP PLM 7.02 Ramp Up?

http://service.sap.com/rampup or
get in touch with me or your SAP representative
2012 SAP AG. All rights reserved.

29

Key Learning Points to Take Home

SAP delivers an end-to-end, web-based solution for product change


management with built-in best practices
Early adopters of the SAP PLM 7.01 Engineering (Change) Record
functionality are pleased with its benefits
Engineering Record in SAP PLM 7.02 in addition supports BOM redlining, as
well as release and obsolescence processes

2012 SAP AG. All rights reserved.

30

Thank you for participating.


Please remember to complete and return your
evaluation form following this session.
For ongoing education on this area of focus, visit the Year-Round
Community page at www.asug.com/yrc

SESSION CODE:

2914

Ulf Petzel

Real Experience. Real Advantage.

IBU High Tech


SAP AG
ulf.petzel@sap.com
+49 6227 7-40871

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