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Investment Management in PM SAP Best Practices for Chemicals (U.S.)
SAP Best Practices
© SAP 2008 / Page 2
Purpose The purpose of to describe business processes related to Investment
Management within Plant Maintenance.
Purpose and Benefits:
Scenario Overview
© SAP 2008 / Page 3
Required SAP ECC 6.00 enhancement package 3
Company roles involved in process flows Plant Maintenance Specialist
SAP Applications Required:
Scenario Overview
© 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 you capitalize 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).
© 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, Controlling and Plant Maintenance
© SAP 2008 / Page 6
The Asset Life-Cycle
OperatingOperating
Production Maintenance
Quality assurance
Research & Development
Asset retirement
Decision for Investment
Construction Projection
Procurementprocess
Building Assembling
EAM
© SAP 2008 / Page 7
General Program structure
• Shows the structure of the enterprise
• Based on technical structure
© SAP 2008 / Page 8
Integration IM/PS and PM
Investment program
Projects
Work order
Maintenance program
Projects
Work order
© SAP 2008 / Page 9
Invest Program Structure
© SAP 2008 / Page 10
Maintenance Program Structure
© SAP 2008 / Page 11
Budgeting Maintenance
IM-Program position
Distrib
utio
n
Work order
BudgetBudget
BudgetBudget
Planned Values
Actual Costs
Active availability check
Aggregation
assignments by Functional location
© SAP 2008 / Page 12
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
© SAP 2008 / Page 13
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 system 1
BP01-PM-20
Plan
BP01
KMA
KMA1
Technical structure:
Work order
Cost center WBS
Internal laborComponents
Settlement to cost centger
Ball system 2
Ball system 3
Operational Maintenance
© SAP 2008 / Page 14
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 before Budget year before 600600Budget newBudget new 3000 3000
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
new
new
© SAP 2008 / Page 15
Reporting
Example: Availability
Program 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
!
© SAP 2008 / Page 16
Process Flow DiagramInvestment Management in Plant Maintenance