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8/7/2019 932 Scen Overview en CN
http://slidepdf.com/reader/full/932-scen-overview-en-cn 1/16
Investment Management in Plant
MaintenanceSAP Best Practices for Chemicals (China)
SAP Best Practices
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© SAP 2008 / Page 2
Purpose
The purpose is to describe business processes related to Investment
Management within Plant Maintenance.
Purpose and Benefits:
Scenario Overview
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© SAP 2008 / Page 3
Required SAP ECC 6.03
Company roles involved in process flows Plant Maintenance Specialist
SAP Applications Required:
Scenario Overview
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© SAP 2008 / Page 4
Overview
The Investment Management (IM) component provides functions to support
the planning, investment, and financing processes for:
• Capital investments, such as the acquisition of fixed assets as the result of-
house production or purchase
• Investments in research and development
• Projects that fall primarily under overhead, such as continuing education of
employees or establishing new markets
• Maintenance programs
The term investment, therefore, is not limited only to investments youcapitalize for bookkeeping or tax purposes. An investment in this context can
be any measure that initially causes costs, and that may only generate
revenue or provide other benefits after a certain time period has elapsed (for
example, plant maintenance).
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© SAP 2008 / Page 5
Features
Application module IM (Investment Management)
Application module PS (Project System)
Module IM for overall planning, budgeting and controlling of
Investment projects, Maintenance projects and operational
maintenance activities
Module PS as planning and controlling tool for individual measures
Maintenance work orders as cost collector for handling of operational
and project-related activities
Fully integrated process of Financials, Asset-Accounting, Controllingand Plant Maintenance
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© SAP 2008 / Page 6
The Asset Life-Cycle
OperatingOp
erating
Production
Maintenance
Quality assurance
Research &Development
Asset
retirement
Decision for Investment
Construction
Projection
Procurement
process
BuildingAssembling
EAM
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General Program structure
• Shows the structure of
the enterprise
• Based on technical
structure
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Integration IM/PS and PM
Investment program
Projects
Work
order
Maintenance program
Projects
Work
order
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Invest Program Structure
8/7/2019 932 Scen Overview en CN
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Maintenance Program Structure
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Budgeting Maintenance
IM-Program
position
D i s
t r i b u t i o n
Work order
BudgetBudget
BudgetBudget
Planned
Values
Actual Costs
Active availability
check
Aggregation
assignments by
Functional
location
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Process Cost planning
Cost planning based on: • Objects - Count / Types
• Scale of planned measures
• Components and services
• Estimation of unplanned measures
Budget
Actual
Compares Modifying
Costs: • Workt
• Components
• other costs
Reporting
Adjustment
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Example: Scenario Plant Maintenance
CH-MAINT
BP01
PRO
OP
Program:
Projects:
Pr 1.1
Pr 1
Pr 1.2 Pr 1.3
K1
PROD
K2 K3
Plan
Plan
Budget
Cost center
Ball system1
BP01-PM-20
Plan
BP01
KMA
KMA1
Technical structure:
Work order
Cost centerWBS
Internal laborComponents
Settlementto cost centger
Ball system2
Ball system3
Operational Maintenance
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Fiscal year changing
Program position 2006Program position 2006
BudgetBudget10001000
Distrib.Distrib.10001000
Work order 1Work order 1closedclosed 300300
Project XProject X 600600
Work order 2Work order 2closedclosed 100100
J F M A M J J A S O N D
2006
Program position 2007Program position 2007
Budget year beforeBudget year before 600600Budget newBudget new 30003000
WholeWhole 36003600distributeddistributed
Project YProject Y 10001000
Work order 3Work order 3 10001000
J F M A M J J A S O N D
2007
Project XProject XBudgetBudget 600600+ Addition+ Addition 10001000
Year changing
n e w
n e w
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Reporting
Example: AvailabilityProgram 2006Program 2006
BudgetBudget Act. ObligoAct. Obligo Avail.Avail.
Roll-up
BudgetBudget ActualActual ObligoObligo Avail.Avail.
Program position
assignedassignedoperative Objectsoperative Objects
Work order 1Work order 1
Work order 2
Project XProject X
Project YProject Y
1300 800 200 300
100100 2020 -- 8080
200200 180180 5050 -30-30
400400 150150 100100 150150
600600 450450 5050 100100
!
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Scenario Overview
Measure
Budgeting
Measure
Structuring
Close of Measure
Measure
Planning
Execution of
Measure
Release of
Measure
InvestmentManagement
Reports
Fiscal Year Changing of
Programs
Program
Budgeting
Program
Structuring
Program
Planning
(costs)
Business Requirement: Support planning, investment, and financing processes for
investment programs and maintenance programs