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662: Collaboration with cFolders

SAP Best Practices

Purpose, Benefits, and Key Process Steps

Product Lifecyle Management refers to the management of all product-related information,
such as information on specifications and configuration. This information manages the entire
life cycle of a product

Product design, development and
configuration using project system
CAD Integration (Viewer)
Design changes
Easy Document Management
cFolders Setup
BOM generation from document structure

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Required SAP Applications and Company Roles

SAP Applications Required

Enhancement package 5 for SAP ERP 6.0
ECL Viewer 7.0
Easy Document Management 7.1

Company Roles Involved in Process Flows:

Engineering Specialist
Project Manager
Sales Administrator

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Detailed Process Description

The robot manufacturer (customer) want to order a design of an assembly

robot, they send the order and specification to their engineering partner on
The engineering partner create a project based on a project template and then
assign the order and customers specifications to this project
Engineering partner creates a sales order for service processing
Adding a document using EasyDMS
After the design, the document BOM is available for the assembly robot.
On the CAD desktop, the material master for this assembly robot will be created
and its Engineering BOM will also be created by its document BOM

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Detailed Process Description

Design draft will be sent to the customer by cFolders (including Material and
CAD Drawings)
The customer informs the engineering partner via cFolders (by redlining the
Drawing) that the design still need to be changed
At the end of the process copy the Engineering BoM to Production BoM
Engineering partner confirm the project with activity allocated to it and use
cross-Application Time Sheet to record the labor effort
CO-PA Integration: the project will be settled to CO-PA
After the project is finished, create an invoice for billing the sales order.
Set the status of the project to closed after everything is finished

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Process Flow Diagram
Collaboration with cFolders

Customer (Robot
Manufacturer) Uploading the 1
Specification and Order to


Engineering Partner: Engineering Partner: Reviewing Optional: Engineering Engineering Partner: Engineering
Reviewing and Importing and Importing Customer Order Partner: Linking CAD Creating Header Partner:
Specification Document to to PLM Backend Documents to EasyDMS Material using CAD ChangeBOM
Engineering Specialist

PLM Backend folder Desktop

Engineering Partner:
Create Material BOM
using CAD Desktop

Project Manager

Partner: Engineering Partner:

Creating a Assigning Documents to
Design Project WBS of Project and
Releasing Project

Optional: Engineering
Sales Administrator

Engineering Partner: Partner: Adding a

Creating Sales Order Document with

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SAP 2009 / Page 6
Process Flow Diagram
Collaboration with cFolders

1 Time Period End

Recording Closing

(211) Projects (207)

Engineering Partner: Engineering Partner:

Engineering Engineering Partner:
Export Objects (Material Assigning New
Partner: Change Change Document
and CAD Drawing) to Document Version to
Document Status Status with EasyDMS
Engineering Specialist

cFolders Material

Engineering Partner:
Project Manager

Engineering Partner:
Generate Settlement Close Completed
Rule Projects (Technical

Engineering Partner:
Sales Administrator

Billing the Sales Order

2011 SAP AG. All rights reserved. 7

SAP 2009 / Page 7

Symbol Description Usage Comments Symbol Description Usage Comments

Band: Identifies a user role, such as Accounts Role band contains

Payable Clerk or Sales Representative. This band tasks common to that To next / From last Diagram: Leads Flow chart continues on the next /
to the next / previous page of the previous page

can also identify an organization unit or group, role. Diagram

rather than a specific role. Diagram
The other process flow symbols in this table go
into these rows. You have as many rows as
required to cover all of the roles in the scenario.
Hardcopy / Document: Identifies a Does not correspond to a task
External Events: Contains events that start or end printed document, report, or form step in a document; instead, it is
Hardcopy / used to reflect a document

the scenario, or influence the course of events in generated by a task step; this
to SAP

the scenario. Document shape does not have any

outgoing flow lines

Flow line (solid): Line indicates the normal Connects two tasks in
sequence of steps and direction of flow in the a scenario process or Financial Actuals: Indicates a Does not correspond to a task
a non-step event financial posting document step in a document; instead, it is
scenario. used to reflect a document
Flow line (dashed): Line indicates flow to Financial generated by a task step; this
infrequently-used or conditional tasks in a Actuals shape does not have any
scenario. Line can also lead to documents outgoing flow lines
involved in the process flow.

Business Activity / Event: Identifies an action that Does not correspond Budget Planning: Indicates a Does not correspond to a task
either leads into or out of the scenario, or an to a task step in the budget planning document step in a document; instead, it is
Business outside Process that happens during the scenario document used to reflect a document
Activity / Event Budget generated by a task step; this
Planning shape does not have any
outgoing flow lines
Unit Process: Identifies a task that is covered in a Corresponds to a task
step-by-step manner in the scenario step in the document
Unit Process Manual Process: Covers a task Does not generally correspond to
that is manually done a task step in a document;
instead, it is used to reflect a task
Manual that is manually performed, such
Process Reference: If the scenario references Corresponds to a task Process as unloading a truck in the
another scenario in total, put the scenario number step in the document warehouse, which affects the
Process and name here. process flow.

Existing Version / Data: This block Does not generally correspond to

Sub-Process Reference: If the scenario references Corresponds to a task covers data that feeds in from an a task step in a document;
another scenario in part, put the scenario number, step in the document external process instead, this shape reflects data
Sub- name, and the step numbers from that scenario Existing coming from an external source;
Process here Version / this step does not have any
Reference Data incoming flow lines

Process Decision: Identifies a decision / branching Does not usually

point, signifying a choice to be made by the end correspond to a task System Pass / Fail Decision: This Does not generally correspond to
user. Lines represent different choices emerging step in the document; block covers an automatic a task step in the document;
from different parts of the diamond. Reflects a choice to decision made by the software instead it is used to reflect an
Process be made after step System automatic decision by the system
Decision execution Pass/Fail that is made after a step has been
Decision executed.

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