PLM145 Variant Configuration: Modeling and Integration

Transcription

1 Variant Configuration: Modeling and Integration SAP PLM Course Version: 98 Course Duration: 5 Day(s) Publication Date: 2014 Publication Time:

2 Copyright Copyright SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. Additionally this publication and its contents are provided solely for your use, this publication and its contents may not be rented, transferred or sold without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Trademarks Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390, AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and INFORMIX Dynamic ServerTM are registered trademarks of Informix Software Incorporated. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mysap.com Logo and mysap.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies. Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS. g

3 Contents Contents Course Overview... Course Goals... Course Objectives... v v v Unit 1: Introduction to Variant Configuration... 1 Introduction to Variant Configuration... 1 Unit 2: Classification Tools... 2 Characteristics Maintenance... 2 Class Maintenance... 2 Unit 3: Material Masters, BOMs and Task Lists... 3 Material Master... 3 BOM... 3 Task List... 3 Unit 4: Configuration Profiles... 4 Configuration Profiles... 4 Unit 5: Overview of Object Dependencies... 5 Use and Types of Dependencies... 5 Paradigms of the SAP-Configurator and Introduction to the Syntax... 5 Variant Tables, Variant Functions, Trace-Function and PMEVC... 5 Unit 6: Object Dependencies in BOMs and Task Lists... 6 Selection Conditions in Bills of Material... 6 Selection Conditions in Task Lists... 6 Class Nodes and Classified Objects... 6 Procedures with Reference Characteristics... 6 Unit 7: Dependencies for the Value Assignment Interface... 7 CUMODEL and PMEVC... 7 Precondition and Selection Condition... 7 Procedures and Interface Design... 7 Using Procedures to Set Defaults SAP AG. All rights reserved. iii

4 Contents Unit 8: Variant Configuration in Pricing... 9 Variant Configuration in Sales... 9 Variant Configuration in Purchasing... 9 Unit 9: Material Variants...10 Material Variants Unit 10: Overview of Constraint...11 Constraint: An Introduction Sections of Constraints and Examples Constriants in Multi-Level Configuration Unit 11: VC Integration in the Supply Chain...12 The Sales and Distribution Process for Configurable Products The Planning and Production Process for Configurable Products Unit 12: Alternative Variant Configuration Tools...13 Overview PLMWebUI Integrated Product Engineering (IPE) Unit 13: SAP IPC...14 SAP IPC Unit 14: Engineering Change Management and Variant Configuration.. 15 Changing Master Data with Engineering Change Management Order Change Management (OCM) with Engineering Change Management SAP AG. All rights reserved. iv

5 Course Overview Course Overview This course is composed of two parts: The first part contains all topics for modeling of configurable products The second part contains some topics of integration of configurable products in processes of the supply chain. Target Audience This course is intended for the following audiences: Course participants Variant modelers for: SAP ERP Variant Configurator (SAP IPC Sales Configuration Engine) Project team Business requirements analysts Course Prerequisites Required Knowledge Knowledge of characteristics and class maintenance, as covered by course PLM130 Knowledge of master data for discrete manufacturing (minimum level: PLM100) Recommended Knowledge PLM114 Basic Data for Manufacturing and Product Management SCM600 Processes in Sales and Distribution SCM130 SAP R/3 Planning & Manufacturing Course Goals This course will prepare the participant to: Model multi-variant products by building on your existing knowledge of variant configuration and examining its functions and handling in detail Course Objectives After completing this course, the participant will be able to: Perform simple modeling tasks from start to finish 2014 SAP AG. All rights reserved. v

6 Course Overview Use the knowledge that you gain of functions and handling of variant configuration to evaluate and plan the use of variant configuration 2014 SAP AG. All rights reserved. vi

7 Unit 1 Introduction to Variant Configuration Contents Overview of variant configuration Terms and objects in variant configuration Examples of completely modeled configuration tasks Lesson: Introduction to Variant Configuration Identify the different functions of individual variant configuration objects in the modeling task as a whole. Identify the configurable object types currently supported in SAP ERP. Create sales orders for configurable materials SAP AG. All rights reserved. 1

8 Unit 2 Classification Tools Lesson: Characteristics Maintenance Maintain characteristics Identify the special features of characteristics maintenance for variant configuration Explain characteristics with reference to master data fields Lesson: Class Maintenance Create variant classes and class nodes Assign objects to classes and find objects in classes Identify the special features of class maintenance for variant configuration 2014 SAP AG. All rights reserved. 2

9 Unit 3 Material Masters, BOMs and Task Lists Lesson: Material Master Create a material master record, including control parameters for sales and material requirements planning (MRP) Lesson: BOM Maintain a super BOM (without dependencies at this stage) with class items and configurable assemblies Lesson: Task List Maintain a super task list or routing (without dependencies at this stage) with additional sequences, suboperations, and production resources/tools (PRTs) 2014 SAP AG. All rights reserved. 3

10 Unit 4 Configuration Profiles Lesson: Configuration Profiles Create configuration profiles and define essential control parameters, including:- Class selection by class type- Allowed screens- Start screen Name the possible configuration scenarios, especially the following options:- No / single-level / multilevel BOM explosion- Manual changes to sales order- Manual changes in order BOM maintenance 2014 SAP AG. All rights reserved. 4

11 Unit 5 Overview of Object Dependencies Lesson: Use and Types of Dependencies Identify the different types of dependencies Describe the functions of dependencies Lesson: Paradigms of the SAP-Configurator and Introduction to the Syntax Give an overview about the syntax of object dependencies Lesson: Variant Tables, Variant Functions, Trace- Function and PMEVC Use tools such as tables, functions, and trace 2014 SAP AG. All rights reserved. 5

12 Unit 6 Object Dependencies in BOMs and Task Lists Lesson: Selection Conditions in Bills of Material Create and maintain basic selection conditions Lesson: Selection Conditions in Task Lists Create and maintain basic selection conditions Assign selection conditions to task list items Lesson: Class Nodes and Classified Objects Use class nodes in a bill of material Use classification data as a selection condition for classified objects in a bill of material Lesson: Procedures with Reference Characteristics Use reference characteristics with procedures to change field values in exploded BOMs and task lists (routings) 2014 SAP AG. All rights reserved. 6

13 Unit 7 Dependencies for the Value Assignment Interface Lesson: CUMODEL and PMEVC Use transactions for the Variant Model Browser and Product Modelling Environment Lesson: Precondition and Selection Condition Use preconditions to hide characteristics or individual values if certain conditions apply Use selection conditions on characteristics to require value assignment if certain conditions apply Lesson: Procedures and Interface Design Use procedures to set values Use variant tables in simple dependencies to infer values Create an Interface Design 2014 SAP AG. All rights reserved. 7

14 Lesson: Using Procedures to Set Defaults Use the additional functions of procedures especially sequence, successive calculations, and default values SAP AG. All rights reserved. 8

15 Unit 8 Variant Configuration in Pricing Lesson: Variant Configuration in Sales Set up the data you need to use variant conditions to influence pricing Create reference characteristics Maintain condition records Link condition records to characteristic values Use dependencies and condition records to assign values to reference characteristics Lesson: Variant Configuration in Purchasing Set up the data you need to use variant conditions to influence pricing Create reference characteristics Maintain condition records Link condition records to characteristic values Use dependencies and condition records to assign values to reference characteristics Use pricing factors 2014 SAP AG. All rights reserved. 9

16 Unit 9 Material Variants Lesson: Material Variants Create material master records for material variants with reference to a configurable material Create separate BOMs and task lists for material variants Link to the BOM and task list of the configurable material Use type matching during configuration 2014 SAP AG. All rights reserved. 10

17 Unit 10 Overview of Constraint Lesson: Constraint: An Introduction Name the four sections of a constraint and explain what they are used for Lesson: Sections of Constraints and Examples Create simple constraints in constraint nets Lesson: Constriants in Multi-Level Configuration Process equations and tables that cannot be processed by procedures 2014 SAP AG. All rights reserved. 11

18 Unit 11 VC Integration in the Supply Chain Lesson: The Sales and Distribution Process for Configurable Products Create quotations and sales orders for configurable materials Map order type-specific features in object dependencies Change sales orders, taking into account existing orders in planning or production Name the special features of configurable products in the supply chain process Lesson: The Planning and Production Process for Configurable Products Use MRP to plan material requirements Create production orders Carry out Planning Carry out Material requirements planning 2014 SAP AG. All rights reserved. 12

19 Unit 12 Alternative Variant Configuration Tools In this unit we will look at some alternative tools that can be used for variant configuration. Lesson: Overview PLMWebUI Give an overview about PLMWebUI Lesson: Integrated Product Engineering (IPE) Provide an overview of the Integrated Product Engineering functions Display data in the IPE workbench 2014 SAP AG. All rights reserved. 13

20 Unit 13 SAP IPC Lesson: SAP IPC Give an overview of the special features of SAP IPC and where it can be used Set up configuration models for SAP IPC in SAP PLM (ERP) For this configuration model, create a knowledge base and generate a runtime version 2014 SAP AG. All rights reserved. 14

21 Unit 14 Engineering Change Management and Variant Configuration Lesson: Changing Master Data with Engineering Change Management Describe the correct use of engineering change management (ECM) in the variant configuration environment With sufficient knowledge of ECM, make changes to variant configuration objects Lesson: Order Change Management (OCM) with Engineering Change Management With sufficient knowledge of production orders, use the OCM process in variant configuration 2014 SAP AG. All rights reserved. 15