pp-tscm40_1-unit 10-11

Unit 10425 Alternative User Interfaces

In this unit you will instruct participants on other alternatives user interfaces thatcan be used to create and change engineering data. The Engineering Workbenchand the PLM Web UI can be used to access master data objects. These verydifferent tools have different functionality and different uses.

Unit OverviewThis unit introduces the engineering workbench and the PLM Web User Interfaceto create and maintain various production planning and execution master data.These transactions can replace the create and change functions for most masterdata objects.

Unit ObjectivesAfter completing this unit, you will be able to:

Use the engineering workbench for routing maintenance

Use the EWB browser functions

Navigate in the engineering workbench

Create a work area

Explain the effect of the work area focus

Explain the effect of objects contained in the work area

Explain the use of the PLM Web UI.

Navigate in the PLM WEB UI

Maintain master data objects using the PLM Web UI

Unit ContentsLesson: Structure of the Engineering Workbench ... . . . . . . . . . . . . . . . . . . . . . . .487Lesson: Navigating in the Engineering Workbench ... . . . . . . . . . . . . . . . . . . . .494

Demonstration: Material-Routing Assignment and Lock Logic .. . . . . .498Exercise 25: Navigating in the EWB .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .501Exercise 26: Navigating in the EWB II.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .505

2010 2010 SAP AG. All rights reserved. 485

Unit 10: Alternative User Interfaces TSCM40_I

Lesson: Engineering Workbench Work Areas ... . . . . . . . . . . . . . . . . . . . . . . . . . . .512Exercise 27: Create a Work Area ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .521

Lesson: Introduction to the PLM Web User Interface ... . . . . . . . . . . . . . . . . . . .526Demonstration: PLM Web UI Navigation and Search Function ... . . .533Demonstration: Using the Work Center to Change a BOM withECM .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .536Exercise 28: Using the PLM Web User Interface ... . . . . . . . . . . . . . . . . . . .543


TSCM40_I Lesson: Structure of the Engineering Workbench

Lesson:

426

Structure of the Engineering WorkbenchLesson Duration: 40 Minutes

Lesson OverviewIn this lesson you will learn the benefits of using the engineering workbench. Youwill learn to navigate in the tool, create your own work area, and copy multi-level.

Lesson ObjectivesAfter completing this lesson, you will be able to:



Business ExampleYou would like to find the optimum maintenance environment for permanentchanges to allow multiple users to make changes simultaneously. You would alsolike to create new master data and link it in a hierarchy.

Introduction to the Engineering WorkbenchThe engineering workbench (EWB) is part of the PP module in SAP R/3, and is acomplex tool for the integrated processing of BOMs and routings. This meansthat both object types and their links are maintained simultaneously and in detail,with the same user interface.



Figure 141: Benefits of the Engineering Workbench

The concept of the engineering workbench however, goes far beyond theconventional maintenance of BOMs and routings in that all transactions for theconventional maintenance of these objects are brought together and an extensivechange management is offered. Using complex selection criteria, any numberof objects can be combined; the resulting data then contains no additionalinformation, helping you to achieve a quick overview. The integration of an objectbrowser, as well as various viewers and the digital mock-up viewer, makes theworkbench a central object within PLM.

Figure 142: Formatting of Specific Information



Often times changes to master data happen in complex processes and groups.These activities can arise from new development, design changes, or changesin procedure. Design changes can be changes that are required due to newproducts, rules, warranty dates, and so on. Technical changes can occur in BOMs,routings, or new steps in the process (work center). These types of changes callfor simultaneous changes to the assembly in the BOMs and to the sequence inthe routings.

Figure 143: Worklist: Purpose

The engineering workbench is a maintenance environment for product structuresand PP objects. Its capabilities far exceed those of the conventional maintenanceof BOMs and routings because you do not have to process routings and BOMsseparately.

The most important objects of the engineering workbench are BOM itemsand operations. Views are applied to these objects, which then further enablethe conventional BOM or routing structures to be used. The full scope of theprocessing functions, Create, Change, and Delete, is supported in all these views.The worklist contains the selected objects so that they can be displayed, changed,or newly created in the engineering workbench. These objects are copied by thesystem from the database into the worklist. Only when the worklist has beensaved, following the processing of objects, are new objects created in the databaseor existing ones changed or deleted.



Figure 144: Simultaneously Processing Objects in EWB

Different users can work on the same BOM and /or routing simultaneouslywithout locking each other out. Any number of operations from any number ofroutings can be processed at the same time by different people. The same appliesto different BOM items or different operations. If you want to process an objectthat is already being processed by someone else, the engineering workbenchinformation will show you who to contact, so that you can consult with the otherprocessor. The processor can then release the object to you, without interruptingyour work on other objects.

Structure of the Engineering WorkbenchTo display or process an individual object using the EWB, you have to select thecorresponding object. Examples of objects are:

The task list header of a routing

The operation and sub-operation

The production resource/tool, trigger point, and inspection characteristic

The BOM header

The item and sub-item in the BOM



Figure 145: Structure of the Engineering Workbench

An object can also take the form of an assignment between individualobjects. Examples of assignment objects are a material-routing assignment, amaterial-BOM assignment, or a component assignment.



Facilitated Discussion

Discussion QuestionsUse the following questions to engage the participants in the discussion. Feel freeto use your own additional questions.



Lesson Summary

You should now be able to:





Lesson:

432

Navigating in the Engineering WorkbenchLesson Duration: 45 Minutes

Lesson OverviewIn this lesson you will learn the benefits of using the engineering workbench. Youwill learn to navigate in the tool, create your own work area, and copy multilevel.



Explain which data can be read in the working area.

Business ExampleYou would like to find the optimum maintenance environment for permanentchanges. You would like to make changes simultaneously. You would also liketo create new master data and link it in a hierarchy.

Data Selection in EWBWork areas are created in Customizing for the engineering workbench. Usingthe Display work area button, you can specify a standard work area or selectanother work area. In the Select work area dialog box, you also have the optionof branching to the detail screen in the working area. In this detail screen, youcan read the information about the predefined focus and about the object typescontained in the working area.


TSCM40_I Lesson: Navigating in the Engineering Workbench

Figure 146: Choosing the Work Area

The system automatically offers the tab page in which the object of the focus hasbeen placed. When entering the selection criteria, you can switch the tab page.

Figure 147: Selection Criteria

You can also use the selection range to restrict the time period for the data. Onlydata that lies entirely or partially in the validity period is copied into the worklist.By using the arrow key on the tab page, you can enter into fields additionalselection criteria that is not contained as selection criteria in the tab pages onthe screen. In addition, you can also use this procedure when you want to selectaccording to several individual values, value intervals, or generically.



Figure 148: Effectivity Window

With the help of the effectivity window, the display of objects is filtered intothe overview screen. In this figure above, the example is of a working area withfour operations. The operations have been partially changed. If you choosethe selection period in the effectivity window, all operations that are effectivein the selection period are displayed. If you restrict the effectivity window, theoperations that lie completely outside of the effectivity window are not displayed.If you choose the key date in the effectivity window, only those operations that areeffective on the key date are displayed.

Navigation in the Engineering WorkbenchThe screen layout is divided into three elements:

Toolbar

Cockpit

Overview screen



Figure 149: Navigation in the EWB

The toolbar provides the user with currently available functions at the touch of abutton. The cockpit is always available and controls the engineering workbench.It consists of three areas:

Process using, for the entry of the key dates or of the change number, toprocess the objects in the worklist. The entry of a key date or a changenumber is necessary when an object has to be created, changed, or deleted.

Effectivity window, to display a particular time segment of the worklist.

Context, to display the hierarchical relationship of objects in the overviewscreen.

In this figure below there is an input line for each material, BOM, and item. Theoverview screen lists objects that are contained in the worklist and that match theentries in the effectivity window and in the context. It provides information aboutthe object and change status of a particular object type.



Figure 150: Functional Overview of the EWB

In the browser:

If you double-click on an object, the context block is filled in the EWBwindow and the tab page belonging to it is displayed.

The right mouse button provides the functions from the graphics displayedabove in a context menu.

Multilevel copy prerequisites:

The copy range has to include the object to be copied. The copy range ispredefined with the settings from the working area and also those from therestrictions. No objects an be expanded unless they are contained in the workingarea. Should the situation arise, check under Extras Options Copy range.

Demonstration: Material-Routing Assignment andLock Logic

Purpose

This isnt a valid use for this demo! Becoming familiar with operation copyfeatures

System Data

System: T34Client: 8##User ID: PLM111-##Password: initSet up instructions: include settings here, do not refer to other exercises

1. Explain the locking properties of the EWB and work with a second session.Show how the changes are automatically compiled in the second session.NOTE: For the demonstration, it is important to switch on the locking



mechanism again using the transaction SE38 and the program ZSENQON.Show the additional selection criteria and emphasize that these are saved forthe user. Demonstrate the effects of switching to the effectivity window.Discuss the options in the Extras menu with the details for the selectioncriteria and the working area.



437 Exercise 25: Navigating in the EWBExercise Duration: 30 Minutes

Exercise ObjectivesAfter completing this exercise, you will be able to:


Select objects for your work list

Assign materials to routings using the EWB

Change BOMs and routing using EWB

Use EWB locking logic

Business ExampleYou are responsible for maintaining master data for BOMs and routings in yourcompany. To do this you want to use the common maintenance interface in theengineering workbench.

Task 1:Select the routings that you created.

1. Using the P_ALLES working area, select all routings that you created.

2. How many routings did you create?

3. Check whether the groups displayed belong to your products.

Task 2:Using the EWB, create a material-routing assignment.

1. When creating the routing for your pump T-F##, it occurs to you that yourrouting can also be used for the production of pump P-100. Assign materialP-100 to your routing.

2. In the BOM for pump P-100, change the quantity of the component 100-130to the number of your group. Who currently has the data locked?

3. Can you change another BOM item in the same BOM without the lockbeing lifted?

4. Save the changes and exit the EWB.



Solution 25: Navigating in the EWB

Task 1:Select the routings that you created.

1. Using the P_ALLES working area, select all routings that you created.

a) Choose Logistics Production Master Data EngineeringWorkbench or use transaction code CEWB.

b) Select the P_ALLES working area and choose Continue.

c) Select the Additional Selection Criteria icon .

d) On the Header tab page, choose More Selection Criteria under thetask list section.

e) In the Explorer window that appears, expand the Task list - Headerfolder by clicking the triangle to the left of it.

f) Select Created by and choose Adopt Field Selection .

g) Complete the field with your user ID and choose Save.

h) Choose Load Task Lists and BOMs .

i) In the Headers Overview you now see a list of task lists that you created.

2. How many routings did you create?

a) Four routings and one reference operation set.

3. Check whether the groups displayed belong to your products.

a) From the menu, choose Task Lists Material-Task list assignments.

b) The Material - Routing Assignments Overview screen now showswhich materials are assigned to your routings.

Continued on next page



Task 2:Using the EWB, create a material-routing assignment.

1. When creating the routing for your pump T-F##, it occurs to you that yourrouting can also be used for the production of pump P-100. Assign materialP-100 to your routing.

a) Select the routing for T-F## from the list by clicking the button to theleft of it in the table.

b) Choose Task Lists Material-Task List Assignment. .

c) Click the Create icon.

d) Enter P-100 in the first blank line in the table and press Enter.

e) The new assignment is created and appears on the list.

2. In the BOM for pump P-100, change the quantity of the component 100-130to the number of your group. Who currently has the data locked?

a) Select the routing-material assignment for P-100 on theMaterial-routing assignments Overview screen and choose Bills ofMaterial BOM Headers from the menu.

b) In the context section, replace T-F## with P-100, delete the BOMnumber, and choose Enter to load the BOM for P-100.

c) Select the P-100 BOM header line in the table and use the EWB menupath Bill of Material Items to display the components.

d) Select the line with 100-130 and choose Change.

e) If another group is changing the same item, a dialog box will appearspecifying which group has the data locked.

3. Can you change another BOM item in the same BOM without the lockbeing lifted?

a) Yes.

4. Save the changes and exit the EWB.

a)



441 Exercise 26: Navigating in the EWB IIExercise Duration: 35 Minutes


Reassign component assignments

Use the browser to copy and an operation

Create a routing and a BOM by using multi-level copy

Business ExampleYou are responsible for maintaining master data for BOMs and routings in yourcompany; to do this you use the common maintenance interface in the EngineeringWorkbench.

Task 1:Copy an operation for a similar pump.

1. Copy operation 50 with its corresponding PRTs from the routing for materialT-F1## to operation 45 in the T-F## routing.

2. In the operation overview, check the copied operation. Select Save to exitediting in the EWB.

Task 2:Your company is introducing a new pump T-H## which is similar to T-F## with 2flywheels and an extra raw material T-P## assigned to operation 40.. You mustcreate the master data needed to manufacture this new pump.

1. First create the material master record for your new pump T-H## by usingT-F## as the template and create your default views. Change the descriptionto Rotary Pump W/2 flywheels GR##.

2. Now create the rest of the master data using the Engineering Workbench.

The routing should be copied multi-level from the pump with materialnumber T-F## and group counter 1.

Before copying, set the indicator for Set target context after copying on theMisc. tab page.

After you copy the master data for the pump T-H##, add the componentT-P## as a raw material with a quantity of 1.




Task 3:Display the PRT assignments in the Engineering Workbench.

1. Use the browser to display an overview of the production resources/tools forpump T-F1## in plant 1000.

2. Search for the production resource/tool INSP-## in your routings by usingthe browser. Navigate to the details screen.

3. You have assigned the hollow shaft to operation 40 in your routing formaterial T-F##. Reassign this assignment to operation 45 by using thebrowser.



Solution 26: Navigating in the EWB II

Task 1:Copy an operation for a similar pump.

1. Copy operation 50 with its corresponding PRTs from the routing for materialT-F1## to operation 45 in the T-F## routing.

a) Use the menu path Logistics Production Master Data Engineering Workbench or transaction code CEWB.

b) Select the P_ALLES working area and click continue.


d) Click Multiple Selection Icon to the right of material and enterT-F1## and T-F## as material numbers.

e) Click the Load Task Lists and BOMs Icon .

f) Confirm the dialog box EWB: Process Using with the specified keydate if it appears.

g) Click the Activate Browser Icon to activate the browser, enterapplication PP01 in the dialog box that appears.

h) Expand the routing for T-F1## to the operations by clicking the triangleto the left of T-F1##. Use the same method to navigate to the operationsfor material T-F##.

i) Click and drag operation 50 from material T-F1##, and drop it on theStandard Sequence of T-F##.

j) Enter operation 45 in the dialog box that appears.

k) The operation and PRT assignments now appear in the T-F## routing.

2. In the operation overview, check the copied operation. Select Save to exitediting in the EWB.

a) Right-click the standard sequence in the routing for material T-F## andselect Operations to go to the operations overview.

b) Click save.




Task 2:Your company is introducing a new pump T-H## which is similar to T-F## with 2flywheels and an extra raw material T-P## assigned to operation 40.. You mustcreate the master data needed to manufacture this new pump.

1. First create the material master record for your new pump T-H## by usingT-F## as the template and create your default views. Change the descriptionto Rotary Pump W/2 flywheels GR##.

a) Choose Logistics Production Master data Material master Material Create (General) Immediately (MM01).

b) Enter the material number T-H## and material type for Finishedgoods. Enter T-F## as the copy from material.

c) In the Basic Data 1 view, change the description to Rotary PumpW/2 flywheels GR##.

d) Choose Save .

2. Now create the rest of the master data using the Engineering Workbench.

The routing should be copied multi-level from the pump with materialnumber T-F## and group counter 1.

Before copying, set the indicator for Set target context after copying on theMisc. tab page.

After you copy the master data for the pump T-H##, add the componentT-P## as a raw material with a quantity of 1.



c) Select the Basic Selection Criteria icon .

d) Enter T-F## as the material number and 1000 as the Plant number.

e) Click the Load Task Lists and BOMs Icon .

f) First select the Options Icon , choose the Misc. tab and in theNavigate while copying section select Set target context after copyingand click Execute.

g) Select the T-F## routing you wish to copy and click the Copy ObjectIcon .

h) In the Target Data dialog box, enter material number T-H##, plant1000, task list type N Routing and delete the routing group number.

i) Select the Multi-level Copy indicator.




j) Click the Copy Range Icon to set the indicators for the relevant copyobjects (select all) in the EWB: Options dialog box.

k) If you didnt set it in step b) then in the EWB: Options dialog box, setthe Set target context after copying indicator on the Misc. tab page.

l) Now copy the routing by clicking the copy button.

m) Change the lot-size validity in the table to 1-100,000 and scroll to theright to be sure planner 0## is assigned.

n) Choose Bills of Material Items.

o) In the first open line enter T-P## and quantity 1 and click enter.

p) Select Mechanical Engineering as the Industry sector and RawMaterial as the Material Type in the dialog box that appears and clickEnter.

q) Click Cancel on the Select Views dialog box that appears next.

r) Enter T-T0## as the Copy from material and click Enter.

s) Select the default views except for the Sales views and add thePurchasing view since this is a raw material. Also be sure the Createviews selected indicator is set then click Enter.

t) Enter Plant 1000 and click Enter on the Organization levels dialog box.

u) Change the description to Raw Material GR##.

v) Choose Bills of Material Component Assignments and assign yournew component to operation 40.

w) Save your data.

x) Be sure to check the Component Assignments, the PRT assignments,the BOM Header, and BOM Items.

y) Exit the Engineering Workbench.




Task 3:Display the PRT assignments in the Engineering Workbench.

1. Use the browser to display an overview of the production resources/tools forpump T-F1## in plant 1000.



c) Enter T-F1## and T-F## as material numbers using the Multipleselection icon.

d) Click the Load Task Lists and BOMs Icon .

e) Select the line in the table for the task list header for material T-F1##and use the EWB menu path Task Lists Production Resourcesand Tools to display an overview of PRTs assigned to the routing ofT-F1##.

2. Search for the production resource/tool INSP-## in your routings by usingthe browser. Navigate to the details screen.

a) Open the Browser by clicking the Browser icon, if its not alreadyshowing.

b) In the left panel Browser window, select Find .

c) In the Find dialog box, select the object type PRT and enter INSP-##.

d) Double-click the search results (lower window) to select the productionresource/tool in the upper browser screen. Double-click again in theupper screen to get to the production resource/tools details.

3. You have assigned the hollow shaft to operation 40 in your routing formaterial T-F##. Reassign this assignment to operation 45 by using thebrowser.

a) Drill down in the browser structure and reassign the hollow shaft tooperation 45 by clicking and dragging.

b) Close the browser and exit the EWB without saving.



Lesson Summary





Lesson:

448

Engineering Workbench Work AreasLesson Duration: 20 Minutes

Lesson OverviewIn this lesson we will investigate the work area and how it affects work in theengineering workbench.


Create a work area



Business ExampleUsers will need specific work areas to allow them to do their jobs efficiently.You need to understand how to configure work areas to make them efficient forusers in your company.

Work AreasWork areas are created in Customizing for the engineering workbench. Usingthe Display work area button, you can specify a standard work area or selectanother work area.


TSCM40_I Lesson: Engineering Workbench Work Areas

Figure 151: Work Area Selection

In the Select work area dialog box, you also have the option of branching to thedetail screen in the working area. In this detail screen you can read the informationabout the predefined focus and about the object types contained in the workingarea.

Figure 152: Objects in the Worklist

A focus object is an object of the focus object type that meets the selection criteriathat you enter. An environment object is an object whose object type is containedin the working environment and that is assigned to a focus object. Environmentobjects are automatically selected by the system and represent the environment



of the focus object that you are interested in. Using the selection criteria thatyou enter, you immediately determine which focus objects are contained in yourworklist. The focus objects form the core of your worklist.

An example would be loading operations in the worklist by selecting according tothe work center:

If the focus is set on the operation, then only those operations that use thiswork center are read into the worklist.

If the focus is set on the routing header, then the operations that are containedin the routings are also read into the worklist.

Figure 153: Example: Focus BOM Header



The focus lies on the object type BOM header. In addition to the focus on theBOM header, the object types item and subitem, routing header with sequence,operation, PRT, trigger point, and inspection characteristic should all be containedin the working environment. A component has been entered as selection criteria.

1. All BOM headers, with their items and subitems, are copied into the worklistthat contains these components.

2. All task list headers belonging to the BOM headers of these componentsare copied in to the worklist.

3. Additionally, the objects that are connected to the task list header and whoseobject type is included in the working environment are also copied into theworklist.

4. All component assignments between the items in the BOM headers, and theoperations for the corresponding routings, are copied into the worklist.

Figure 154: Example: Focus BOM Item



The focus lies on the object type item. With the focus on the item, the followingobject types should also be included in the working environment: BOM headerand subitem, routing header with sequence, operation, PRT, trigger point, andinspection characteristic. A component has been entered as selection criteria.

1. Only the items that correspond to these components, are copied into theworklist with their BOM headers and subitems.

2. All operations to which this component has been assigned are copied into the worklist.

3. Additionally, the objects that are connected to this operation and whoseobject type is contained in the working environment are copied into theworklist, for example, task list header, sequence, and so on.

4. As a further restriction, the material / routing assignment is taken intoaccount.

Figure 155: Different Focus: BOM

These examples illustrate the expected results of a different focus. The prerequisitefor these results is that the working area always contains the same object types.The working area (with focus) and the selection criteria can be viewed in themenu entry Extras:

Working area

Selection criteria



Figure 156: Different Work Areas: BOM

These examples illustrate the expected results of a different working area. Theprerequisite for these results is that the focus is always on the same focus object.The working area (with focus) and the selection criteria can be viewed in themenu entry Extras:

Working area

Selection criteria

As an example, the focus is defined in reference to the BOM header.

Figure 157: Example: Focus Task List Header



The focus lies on the object type routing header. In addition to the focus routingheader, the object types sequence, operation, PRT, trigger point, inspectioncharacteristic, BOM header, item, and subitem should all be contained in theworking environment. A work center has been entered as selection criteria.

1. All routing headers are copied with their sequences and operations into theworklist, provided that one of the operations contains this work center.Additionally, the objects that are connected to the operation, and whoseobject type is included in the working environment, are also copied intothe worklist.

2. All BOM headers that are assigned to these routing headers are copied intothe worklist.

3. All objects that are on a lower level to these BOM headers are copied intothe worklist.

4. All component assignments that are between the operations of the routingheader and the items of the assigned BOM headers are copied into theworklist.

Figure 158: Example: Focus Operation



The focus lies on the operation object type. In addition to the focus operation,the following object types should all be contained in the working environment:routing header, sequence, PRT, trigger point, inspection characteristic, BOMheader, item, and subitem. A work center has been entered as selection criteria.

1. All objects that are at a higher or lower level than the focus objects coveredby these work center operations are copied into the worklist.

2. All items that are assigned to these operations, including the componentassignments, are copied into the worklist.

3. All objects that are on a higher or lower level than these items are copiedinto the worklist.

4. The assignments between routing headers and BOM headers, determined insteps 1 and 3, are copied into the worklist.

Figure 159: Routing: Different Focus

The figure above illustrates the expected results of the different focus. Prerequisitefor the respective result is that the working area always contains the same objecttypes. The working area (with focus) and the selection criteria can be viewed bychoosing Extras Working Area Details Selection Criteria Details.



Figure 160: Routing: Different Work Area

The figure above illustrates the expected results of a different working area. Aprerequisite for the respective results is that both examples use the same focus.The working area (with focus) and the selection criteria can be viewed by choosingExtras Working area details Selection criteria details.



457 Exercise 27: Create a Work AreaExercise Duration: 20 Minutes


Create a work area for use in the engineering workbench

Business ExampleYou need to create different work areas for different users in the engineeringworkbench.

Task 1:Create a work area with focus on the BOM header and use it to make a change ina BOM.

1. Create a work area called PLM## with focus on the BOM header.

2. Use your new work area to make a change to the quantity of component 30of the BOM of T-F##. What is missing in the work area that prevents youfrom making this change?

Task 2:Change your work area to focus on the task list header and include task list header,operations, and material-routing assignments in the work area. Use you work areato assign BOM components to an operation on the routing.

1. Change your work area, PLM##, to focus on the task list header. Include tasklist header, operations, and material-routing assignments in the work area.

2. Use your new work area to assign material components of the BOM ofT-F## to operations. What is missing in the work area to be able to makethis change?

Task 3:Change your work area to focus on the BOM header and include the master dataitems we created in this course. Then test your work area by loading all the datayou created this week.

1. Change your work area, PLM##, to focus on the BOM header. Include allmaster items you created this week.

2. Use your new work area to load all the master data you created this week.What is the difference between your work area and the P_ALLES work areawe used previously?



Solution 27: Create a Work Area

Task 1:Create a work area with focus on the BOM header and use it to make a change ina BOM.

1. Create a work area called PLM## with focus on the BOM header.

a) In the IMG, choose Production Basic Data EngineeringWorkbench Edit Working Areas or use transaction code OP77.

b) Choose the New entries button.

c) Enter PLM## as the name of your working area with description WorkArea ##.

d) In the Focus section, select BOM Header.

e) In the Contained in Work Area section select BOM Header and chooseSave.

2. Use your new work area to make a change to the quantity of component 30of the BOM of T-F##. What is missing in the work area that prevents youfrom making this change?

a) From the main menu, choose Logistics Production Master Data Engineering Workbench or use transaction code CEWB.

b) Select your new PLM## working area and choose Continue.

c) Enter T-F## as the material number.

d) Choose the Load BOMs icon.

e) Try to drill down to the item level in the BOM. The browser doesnt letyou, and the menu path Bills of Material Items is greyed out.

f) It is not possible to drill down to the item level because only headerswere included in the work area.




Task 2:Change your work area to focus on the task list header and include task list header,operations, and material-routing assignments in the work area. Use you work areato assign BOM components to an operation on the routing.

1. Change your work area, PLM##, to focus on the task list header. Include tasklist header, operations, and material-routing assignments in the work area.


b) Select your work area, PLM##, and choose Details .

c) In the Focus section, select Header.

d) In the Contained in Work Area section, select Operations andeverything above it in the list will be automatically selected.

e) Choose Save.

2. Use your new work area to assign material components of the BOM ofT-F## to operations. What is missing in the work area to be able to makethis change?



c) Enter T-F## as the material number.

d) Choose Load Task Lists and BOMs icon.

e) Select a routing and choose Task Lists Component Assignments.Unfortunately, it is greyed out.

f) It is not possible to drill down to the item level because BOM itemswere not included in the work area.




Task 3:Change your work area to focus on the BOM header and include the master dataitems we created in this course. Then test your work area by loading all the datayou created this week.

1. Change your work area, PLM##, to focus on the BOM header. Include allmaster items you created this week.


b) Select your work area, PLM##, and choose Details .

c) In the Focus section, select BOM Header.

d) In the Contained in Work Area section, select BOM header, Sub-Item,Component Assignment,, Sub-Operations, PRT, Trigger Point, .

e) Also in the Group Processing section select BOM and Task Lists.

f) Choose Save.

2. Use your new work area to load all the master data you created this week.What is the difference between your work area and the P_ALLES work areawe used previously?




d) On the Header tab page, choose More Selection Criteria .

e) In the Explorer window that appears, expand theMaterial to BOM Linkfolder by clicking the triangle to the left of it.

f) Select Created by and choose Copy Selected Items icon.

g) Complete the field with your user ID and choose Save.

h) Choose Load BOMs and Task Lists .

i) Compare this view to the P_ALLES view we used previously.



Lesson Summary


Create a work area





Lesson:

462

Introduction to the PLM Web User InterfaceLesson Duration: 30 Minutes

Lesson OverviewIn this lesson we will look at another alternative interface that can be used formaster data maintenance to make it easier for users to work in the SAP ECCsystem.





The PLM Web UI was added as an initiative in PLM 7.0 and is included in EhP4.It is intended for collaborative environments to control access by various users.The table locks are like standard SAP functionality and not like the EWB. Thisis only an introduction which focuses on master data maintenance. The specificfunctionality for DMS, iPPE, and ECM is introduced in PLM100 and covered inmore detail in the respective courses.

Business ExampleYour business collaborates on projects to develop new products and improveexisting products with both users from a subsidiary and with external users. Youneed to give the project personnel access to master data that only pertains to thespecific project to which they are assigned but you do not want to give themaccess to all master data objects. Also since not everyone on the project has theSAP GUI installed, you need an alternative way to collaborate effectively withyour project personnel.

Introduction to the PLM Web User InterfaceThe PLM Web User Interface works very well in collaborative environmentswhere you collaborate with internal users of a subsidiary company or withexternal users to develop new products or improve existing products. Using thisnew interface you can give project members access to only the project data towhich they are assigned. This creates a security level for collaboration that can


TSCM40_I Lesson: Introduction to the PLM Web User Interface

be managed at the project level. And since the PLM Web UI is a web browserbased interface, members of the project team can access and maintain master dataobjects in your ECC System using only a web browser.

You can manage the master data objects relevant to SAP PLM on the Web userinterface (Web UI) of SAP Product Lifecycle Management (SAP PLM) includingthe following:

Material Master Records

BOM

Document

Change master record

Classification (Tab pages for classes and characteristics are integrated in theWeb UIs of the objects name above.)

Other applications are also available.

Figure 161: Collaboration Internal

You can control access to information on the Web UI at context, user, or role level.For example, not all users will be allowed to call up all material BOMs eventhough they have general authorization to display material BOMs. You can useaccess control contexts (ACC) and access control lists (ACL) to tailor user accessto the objects on the PLM Web UI to your requirements.



Figure 162: Collaboration External

In particular, the Web UI supports you when working with partner enterprisesvia the Internet. You can give external users Web access to the data in the PLMback-end system without allowing them direct access to the back-end system.The Web UI can be decoupled from the back-end system and installed in ademilitarized zone (DMZ) outside your corporate firewall.

Access Control ManagementThe access authorization concept of this component supports business usecases where a user freely navigates in the SAP PLM system. The users accessauthorizations determine the objects that they can find and work with. Thesescenarios can occur when employees of different subsidiaries are working in thesame SAP PLM system, for example, if external employees share the same officewith internal employees (in an integrated external design team), or trusted externalparties (for example, a supplier, or an engineering service provider) access theSAP PLM system using the internet.

Collaboration within the intranet of a company

Due to globalization more and more companies are working with subsidiariesor they work with engineers who are employed by other companies. In somecases the external engineers work in the same office as the internal employees andaccess data through the companys intranet. This is also true when subsidiaries areconnected to the companys data through a virtual private network (VPN). Evenin cases when only internal employees are working with an SAP PLM system,



they should not have access to all data in the system. For example, an automotivecompany segregates data that is solely relevant for the Formula One departmentfrom internal employees who have no Formula One-related tasks. Moreover,business objects in a system (like a material) can be the responsibility of a certainteam, project or department. If a user wants to change a specific material, thesystem checks whether the material belongs to the users area of responsibility. Ifnot, the system prevents the user from changing the material.

In all cases, both the internal and external engineers need access to theinformation that is necessary for their work. However, due to the protectionof intellectual property they should not have access to information that is notrelevant for their work. Protection of intellectual property applies in particular toexternal employees and to employees of subsidiaries that have a lower level oftrustworthiness. We provide a solution for this requirement with this component.

Figure 163: ACC - Direct Access

The concept of Access Control Contexts (ACCs) offers the possibility to definea context which represents a department or project and contains data (businessobjects such as documents, materials, bill of materials and change numbers)relevant for the department or project. Furthermore a set of specific roles whichdefine authorized activities for all relevant business objects are assigned to thiscontext. By assigning users to a context role it possible to grant access only tothe relevant objects in the PLM-backend. All other information will not even bevisible to your partner because it is not assigned to the specific context or theactivity to display/process the information is not granted by context roles. This



approach allows for collaboration with trusted external partners in addition toproven approach with SAP cFolders an alternative way of collaboration with noneed to replicate data. In addition the access to data in the PLM backend forinternal employees or external employees working in the intranet can be controlled.

Collaboration with business partners accessing data from the extranet

In other cases, the external engineers work in remote locations and use the internetto access data. The same considerations regarding data security apply as above,but in addition the level of trust determines what type of software solution werecommend for collaboration with external parties.

When the level of trust is low, it makes sense that external parties access onlycopies of the original objects, as these external parties should not be able to accessthe companys intranet. The copies reside in another system than the originals,which are stored in the SAP PLM back-end system. We offer CollaborationFolders (cFolders) to support this approach. For more information, see DesignCollaboration with cFolders. Replication of the relevant data from one system toa collaboration system and reconciliation of the collaboration data back into theoriginal system result in significant efforts. These efforts are only justified by thelow level of trust. Therefore, when the level of trust is high and the data volume ishigh, the alternative method is preferable: direct controlled access to the originaldata in the SAP PLM system.

Figure 164: ACC - Indirect Access



Internal employees can access directly all relevant data in the PLM backend. Theaccess to this information (e.g.: materials, documents, etc.) is controlled by theclassic SAP authorization concept. To collaborate with your partner your companyuses SAP cFolders. All relevant information is replicated to cFolders so that theexternal engineers can access and work with these documents. On a regular basisall information has to be reconciled to the PLM backend so all parties have aconsistent data basis. Due to this principle it becomes obvious that the replicationand reconciliation of the relevant data cause significant efforts. These efforts arejustified only when the level of trust is low so that you do not allow your partnersaccess to the PLM backend directly

Direct controlled access to the original data in the SAP PLM system (but only todata that is relevant for the actual work) is the recommended approach whencollaborating with trusted external parties. We provide a solution for thisrequirement with this component.

Control CenterThe control center is the central initial screen on the Web UI of SAP PLM andprovides an overview of the objects of different PLM object types you are workingon. It also provides central access to these objects. The information displayedin the object lists presents the information from the different work centers inconsolidated form. You can also specify default values for the navigation.

Figure 165: PLM Control Center



To access the control center, choose Work Overview in the SAP PLM UI. Thefields which are to appear on the Generic tab page of the Edit Work Environmentwindow can be specified in Customizing. If you do not make any settings inCustomizing, the settings supplied with the standard system apply.

The following sections appear on the Work Overview screen page:

Work Environment - This is where you specify settings and default valuesfor the Control Center.

Search - You use the search to find individual objects that are not listed andthat you have not yet specified as favorites

My Contexts - This screen area contains the list of access control contexts towhich you are assigned. Depending on your role, you may also display theindividual access control contexts and edit them .

My Objects - This screen area contains lists of your object favorites and theobjects that you recently accessed and changed. You can display or changeall objects directly or display them in the Object Navigator by choosing therelevant pushbutton on the tab pages. When you click an object, the systemopens it in edit mode.

In the work environment, you can specify default values for certain key fields ofobjects to which you want to navigate. The following fields are displayed in theWork Environment screen area and by choosing Edit Work Environment, you canspecify the values for these fields on the Specific tab page

Change Number Key Date - The key date specifies the date for which theobject is displayed. You can specify whether the key date is the current date,a date you entered, or the valid-from date of the specified change number.

Plant - If you are using bills of material, the bill of material is displayed inthis plant. If you do not enter a plant, the group BOM applies.

Context - Specifies the access control context, that is, the area whosebusiness objects can only be accessed by users with a corresponding contextrole.

Depending on your Customizing settings, you can specify more default values, forexample the (BOM) usage, on the Generic tab page of the Edit Work Environmentwindow and you can specify which fields appear on this tab page.

You can personalize the My Objects screen area and hide the tab pages. To showthe tab pages again, you have to define a new query. You can also add your own tabpage using a customer-specific enhancement. There is no limit on the number offavorites that can be displayed. You can change the query for the last-accessed andrecently-changed objects to specify how many objects the system should display.

You can use the transaction links to call transactions for creating, displaying,and changing different PLM objects.



Demonstration: PLM Web UI Navigation and SearchFunction

Purpose

To show the PLM Web UI accessed through the portal. You will want to showstudents some navigation and the search function. The search function is onlyavailable if the PLM Web UI is access through the portal or NetWeaver BusinessClient. If students access the functionality through the WebDynPro transactions itwill not be available to them.

System Data

System: ZTEClient: 800User ID: PLM-##Password: initialSet up instructions: You may want to change the language to English inSU01 for the user ID that you use.

1. Access the PLM Web UI using the provided transaction orhttp://portal-zte.wdf.sap.corp:50000/irj/portal. This may work bysubstituting your system ID for zte in the url. Log in with one of the abovelogons.

2. Click on the PLM Expert tab. Point out the different sections. Since youruser ID is not assigned to any context both the My Context and the MyObjects sections are blank.

3. In the Work Environment section, click the Edit Work Environment button.Enter ECN## in the Change Number field and 1000 in the Plant field andclick Save.

4. In the Search section, click on Advanced Search. A new dialog box will openand you can enter your User ID in the Created By field to select all objectsthat you have created. Click Go to retrieve those objects.

5. Select all the objects on the results list and choose Additional Functions-> Add to Favorites.

6. When you close the Search window, click Refresh at the bottom of the PLMFavorites tab. The complete list of objects should now appear on that tab.

7. You can access any of the objects by simply clicking on them. The workcenter for that object will appear with the object information.



Work CenterYou use the work centers for the individual objects in SAP Product LifecycleManagement (SAP PLM) to display predefined object lists with object-specificinformation and customer-defined worklists for a particular PLM object type.The following work centers are available on the SAP PLM Web UI and can beselected depending on your role:

Materials

Material BOMs

Documents

Change Management

Object Access (access control contexts)

The different work centers have some functions and screen areas in common.In addition, the work centers for documents and access control contexts havesome special features. The following functions and screen areas are available inall work centers:



Figure 166: PLM Work Center

My Materials (or other objects) - The system displays your favorites aswell as the most recently accessed and changed objects, the same as in thecontrol center. The difference is that the lists in the work center only containobjects of the object type, for which the work center is defined. The systemalso displays object-specific information, such as base unit of measure,material type, or revision level, in addition to general information.

Personal Object Worklist for Materials (or other objects) - You candefine your own queries, that is, your own worklist in this screen area, whichis supplied as an empty screen area by SAP. You can change and rename theempty query or you can define a new query. For example, this enables youto create a worklist which lists all material BOMs with the status Locked.You can use the Personalize link to delete or rename the tab pages. Youcan display or change the objects in the list by choosing the appropriatepushbutton.

Search and Transaction Links - You use the search to find individualobjects that are not listed and that you have not yet specified as favorites.You can use the transaction links to call transactions for creating, displaying,and changing of the object type of the relevant work center.



Demonstration: Using the Work Center to Change aBOM with ECM

Purpose

This is to show students how to do the exercise for this lesson. We will use theECM number you created earlier in the course and replace a component. In 2months when you replace the casing you also want to upgrade the screws at thesame time. So component 100-130 will be replaced by T-T3##.

System Data

System: zteClient: 800User ID: PLM-##Password: initialSet up instructions: You may want to change the language to English inSU01 for the user ID that you use.

1. From the Control Center, click on Change Material BOM on the left side.

2. If you did the previous demo then plant 1000 and change number ECN##should default. If not, provide that info, enter material T-F##, BOM UsageProduction, and click Start.

3. Replace component 100-130 with T-T3##. the valid from date should changeaccording to the ECM validity date.

4. Click Save and Close.

The PLM Object NavigatorThe Object Navigator is a flexible display tool, which provides navigation help forcomplex object relations on an integrated user interface. The objects involved canbe related to each other across system boundaries. For individual roles, you cancontrol access to objects and the composition of the relations involved.

The Object Navigator relationships can be configured in customizing to make iteasier for users to locate the information. This is a display only view of the databut can be invaluable at locating the information needed.



Figure 167: PLM Object Navigator - Center for User Interaction

Figure 168:



The starting point of the object navigator is the central object that you load in theobject navigator. The system displays the objects that are related to the centralobject in the views of the object navigator. You can display a complex structureusing the relations that you have defined for a view in the object navigatorCustomizing.

Figure 169: PLM Object Navigator

In the object navigator, you can do the following:

Display specific object data (attributes) for the central object and the relatedobjects

Display relations between objects

Navigate along the breadcrumb trail to related objects or to the central object

Navigate from the central object to related objects via Structure links

Navigate to the object-type-specific applications, such as the display orchange modes

Product Centric ViewYou can use PCV to easily retrieve product-related information originating fromvarious internal and external data sources. PCV provides analytical applicationsthat are embedded and operate within the context of the business application youare working in. PCV enables you to effectively use analytical capabilities withinthe context of business objects, such as materials. The PCV provides one centrallocation to access all data relating to a product.



Figure 170: Product Centric View

PCV comes delivered with predefined business content for the analysis ofmaterials. You can enhance this standard content and configure PCV for yourown business needs. Furthermore, you can monitor the configuration and use ofPCV. PCV consists of four components:

User Interface - The software layer of PCV that contains visual presentation.

Query Management - The software layer of PCV that processes queries.

Search Integration - The software layer of PCV that contains the integrationof data source searches in PCV. The data is provided to query managementin a unique structure.

Foundation, Monitoring - The software layer of PCV that contains basicfunctions for all layers.



Figure 171: Product Centric View - Side Panel

The side panel contains product data in various forms. Tables, charts, reports ofvarious kinds and from various sources can be embedded for quick access tothe data needed for decision making. The types of data and reports can be userspecific or role specific.

You can use this function to display additional contextual information for a centralobject or selected object. The side panel is not intended for displaying objectdetails. It provides context-sensitive analytics and supplementary information.The context is defined by the main application, SAP Product LifecycleManagement (SAP PLM). You can access the side panel from the work center ofthe SAP Product Lifecycle Management Web UI, by choosing Side Panel. Theside panel contains the following tab pages:

Previews - Displays previews of query views that you have defined. You canenlarge the query views that the previews represent in the view area forfurther analysis or editing.

Query Views - Displays the list of query views you have defined for thespecific business object you are working with, as well as the SAP predefinedquery views for the specific business object.

Dashboards - Displays a list of predefined dashboards. A dashboard displaysproduct-related information in a single page, allowing you to comparedifferent data, and easily share information. A dashboard can display amaximum of nine query views.



Figure 172: Product Dashboard

The data charts and reports can be organized in the Product Dashboard. You canuse this function to get a comprehensive overview on product-related information.You can display as many as nine query views, which enables you to analyze andcompare data. To access the list of dashboards available for the business objectyou are working with, choose the Dashboards tab page in the side panel and clickon the name of the dashboard.



477 Exercise 28: Using the PLM Web UserInterfaceExercise Duration: 20 Minutes


Navigate in the PLM Web User Interface

Use the search and favorites features of the PLM Web UI

Change a BOM using the PLM Web UI

Business ExampleNavigate in the PLM WEB UI.

Task 1:Navigate in the PLM Web User Interface.

1. Navigate to the PLM WEB UI using the role based menu,SAP_CA_PLM_DESIGNER and logon using the data below. Set yourwork environment to default your Engineering Change Number ECN##,plant 1000, and Active Context GROUP##.

Client 800

User PLM-##

Password (the password you changed it to inExercise 1)

Language EN (or your choice)

Task 2:You want to be sure that you begin using the new updated screws at the sametime as you begin using the new casing.

1. In the material BOM for material T-F## in plant 1000, the casing has alreadybeen replaced with a new material to begin in 2 months. We also want tochange the screws to an updated version at the same time as we make thechange to the casing. Use the same ECN## in the PLM Web UI to replacecomponent 100-130 with T-T3##.

2. Display the material master record in the PLM WEB UI.

3. Display the BOM for material T-F1##Use the PLM WEB UI



Solution 28: Using the PLM Web UserInterface

Task 1:Navigate in the PLM Web User Interface.

1. Navigate to the PLM WEB UI using the role based menu,SAP_CA_PLM_DESIGNER and logon using the data below. Set yourwork environment to default your Engineering Change Number ECN##,plant 1000, and Active Context GROUP##.

Client 800

User PLM-##

Password (the password you changed it to inExercise 1)

Language EN (or your choice)

a) In the role based menu SAP_CA_PLM_DESIGNER use the followingmenu path PLMWebUI Internet NWBC.

b) Enter the above information from the table and click logon.

c) In the Work Environment section, click the Edit Work Environmentbutton. Enter ECN## in the Change Number field, 1000 in the Plantfield, GROUP## in the Active Context field, and click Save.

d) These defaults should now be visible in the work environment section.




Task 2:You want to be sure that you begin using the new updated screws at the sametime as you begin using the new casing.

1. In the material BOM for material T-F## in plant 1000, the casing has alreadybeen replaced with a new material to begin in 2 months. We also want tochange the screws to an updated version at the same time as we make thechange to the casing. Use the same ECN## in the PLM Web UI to replacecomponent 100-130 with T-T3##.

a) From the Work Overview screen, click on Change Material BOM inthe left panel.

b) If you did the previous demo then plant 1000 and change numberECN## should default. If not, provide that info, enter material T-F##,BOM Usage Production, and click Start.

c) Replace component 100-130 with T-T3##. the valid from date shouldchange according to the ECM validity date.

d) Click Save and Close.

2. Display the material master record in the PLM WEB UI.

a) From the Work Overview screen select Display material in the leftpanel.

b) Enter material T-F1##, be sure to delete the ECN number ECN##,and click Start.

c) Notice the document that is assigned to the material master is displayedon the screen. Click Close to exit back to the Work Overview screen.

3. Display the BOM for material T-F1##Use the PLM WEB UI

a) From the Work Overview screen select Display material BOM inthe left panel.

b) Enter material T-F1##, plant 1000, Usage Production, be sure todelete the ECN number ECN##, and click Start.

c) In order to check up on sales and quality information use the side panelviewer by clicking Side Panel in the very upper right of the screen.

d) The quality, sales, and purchasing data appears. They are emptybecause no data has been collected yet.

e) Click Close to return to the Work Overview screen and exit the PLMWEB UI.



Lesson Summary






TSCM40_I Unit Summary

Unit SummaryYou should now be able to:




Create a work area







Unit Summary TSCM40_I


Unit 11483 Appendix

These configuration topics are rarely (i. e. only initially) used in the ECC system.In order to add additional topics of new functionality, this information has beenmoved to the appendix. It is optional and should only be covered in someone in theclass is very interested. Students can use these lessons for self study, if required.

Unit Overview

Unit ObjectivesAfter completing this unit, you will be able to:

Describe the process of influencing the field characteristics of the materialmaster

Describe Process of configuring the screen layout of the material master

Set up a customized material master in Customizing

Test the settings by creating a material master

Describe the configuration activities surrounding the BOM header

Describe the configuration activities surrounding the BOM items

Define default values for work centers

Explain the configuration settings regarding work centers

Create and test work center formulas

Define system settings for routings

Unit ContentsLesson: Configuration of the Material Master .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .551

Procedure: Setting Up Screen Sequences ... . . . . . . . . . . . . . . . . . . . . . . . . . .562Exercise 29: Material Types, Field Control and Material Status... . . .567

Lesson: Configuration of the Bill of Material. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .574Exercise 30: Bill of Material Configuration ... . . . . . . . . . . . . . . . . . . . . . . . . . . .585

Lesson: Configuring the Work Center .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .590


Unit 11: Appendix TSCM40_I

Exercise 31: Work Center Category and Field Selection Control,Default Work Center (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .609Exercise 32: Optional: Work Center Formulas ... . . . . . . . . . . . . . . . . . . . . . .615

Lesson: Configuring the Routing... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .622


TSCM40_I Lesson: Configuration of the Material Master

Lesson:

484

Configuration of the Material MasterLesson Duration: 60 Minutes

Lesson OverviewIn this lesson you will learn about the customized material master record as wellas other check tables. The following aspects of the customized material masterrecord are explained:

Screen sequence

Logical screens

Subscreens

Influencing factors


Describe the process of influencing the field characteristics of the materialmaster

Describe Process of configuring the screen layout of the material master

Set up a customized material master in Customizing

Test the settings by creating a material master

Discuss the functions and importance of Material Type decisions. Configuringscreen sequences and customized material master screens is fairly uncommon.Suggestion is to focus on the configuration of Material type, field selection andMaterial Status.

Business ExampleAs the project lead for implement material master files, you must be aware of thestructural design of the object in SAP ECC. One of the business requirementsyour company has is to make certain fields required input before save a materialmaster. In addition users have commented on the screen the layout of the standSAP material master. In this lesson you will learn how to make fields in thematerial master required, and acquire a basic understanding of customizing thelayout of the material master.



Configuration Sequence for Material Master Records

Figure 173: Configuration Sequence for Material Master Records

The abbreviations in the graphic have the following meanings:

M = Required activity (required)

O = Optional activity (optional)

D = Default available for activity (default)

Field SelectionFollow these steps to set field selection:

1. Determine the field selection option (hide, and so on).

2. Determine the control string (material type, and so on).

3. Determine the field selection group.

4. Change the control indicator for the field selection group in the correspondingcontrol string.

5. Test the change.



Figure 174: Field Selection Procedure

You can find out the table name of a field by using the technical information inthe F1 help.

In Customizing, you can use the table name to help you find the appropriatefield selection group.

Figure 175: Field Selection - Field Selection Group

One or more material master fields are assigned to a field selection group.



The field selection option applies to all the fields in the field selection group (forexample, all the fields are required fields).

Hint: Always check first which fields have been assigned to a fieldselection group. Do not make changes without consulting the affecteddepartment.

Figure 176: Field Selection - Influencing Factor

A separate control string exists for each of these influencing factors.

Each position in a control string of this kind applies to a specific field selectiongroup. The field option applies to the entire field selection group and all the masterdata contained in it.

You generally use a reference key to specify which control list is valid for aninfluencing factor.

You can maintain the reference key for the material type, plant, and industry sectorin the settings menu.

Each position in a control string defines the field selection for a group of materialmaster record fields. In the settings menu, you can determine to which group theindividual fields are assigned.



Figure 177: Field Selection - Link Rules

Field selection in a material master transaction is generally determined by severalcontrol strings. The entries of all the control strings for the relevant transaction arelinked to one another.

The link rules shown above determine which fields are selected for each group ofmaterial master fields. In order of priority, the signs mean:

- Hide

* Display

+ Required entry

. Optional entry

Field Selection: Procedure

Field Selection: Field Selection Group (OMSR and OMS9)

Show the possible settings in Customizing and the detailed procedure, and addthe newly created field reference to material type MM##, which you createdpreviously.

... Logistics General Material master Field selection: Assign fields to fieldselection groups Maintain field selection for data screens

Hint: You can use two transactions for maintaining the field selection(as of ECC 4.0):

1. Assign fields to field selection groups (OMSR) and

2. Maintain field selection for data screens (OMS9)

Both settings can be maintained from transaction Assign fields to fieldselection groups (OMSR).



You should demonstrate the detailed procedure it is also important to point outthat these settings are references. This means that a subsequent change affects allexisting objects.

1. Which field is to be controlled and how? Use the F1 help to find the nameof the field, and define how to control it. (Hide - Display - Required oroptional entry)

2. Find the corresponding field reference or create a new field reference witha template.

3. Control the field selection group you have just determined accordingly.

Caution: You always control the whole field selection group. Thismeans that you must consult with the affected user department.

4. Assign the new field reference to the new material type (MM##) and testthe field control by changing the new material master record.

Field Selection: Influencing Factors and List of Influencing Factors

The field selection references can be assigned in different control tables:

1) Material type (OMS2)

2) Plant (OMSA)

3) Industries (OMS3)

Hint: In addition, the program determines the:

4) Transaction field reference and

5) Procurement type field reference

.

Caution: If you also want to use transaction and procurement type tocontrol, do not delete these field references. For example: E meansin-house production, MM01 means create material master (general)immediately.

Field Selection: Link Rules

Explain the link rules, because 1-several field references are always linked. Thehighest priority is determined when linking. This means the field referencesare read per field group and the highest priority becomes effective. The fieldreferences are linked with or > the highest priority (lowest number) that appearsis set. Order of priority whereby the lowest number represents the highestpriority (each priority is represented internally with an alphanumeric character):



1) Hide - (Minus sign)

2) Display * (Multiplication sign)

3) Required entry + (Plus sign)

4) Optional entry . (Period)

Demonstration for the Field Selection

Change material master record T-F1## and, in the basic data, use the F1 help, thentechnical information to display the names of the two fields:

Old material number: MARA-BISMT

Material status (cross-plant): MARA-MSTAE

Both tables and fields names are in the technical information in the group box:Field description for batch input.

Call transaction OMSR.

Customizing Logistics General Material master Field selection: Assignfields to field selection groups

In the Sort and position group box, choose the pushbutton Field name (position onfield name). Enter the field name for the old material number (MARA-BISMT).The Sel.Group column contains the corresponding field selection group = 11.

Repeat this for the field Material status (cross-plant) (MARA-MSTAE) > Fieldselection group = 155.

Hint: It is always the field selection group that you control not theindividual field.

The old material number (MARA-BISMT) contains no further fields in fieldselection group 11.

The cross-plant material status (MARA-MSTAE) in field selection group 155also contains the Date field, from which the cross-plant material status is valid(MARA-MSTDE).

Demonstration with the field: Planned delivery time in days (EINE-APLFZ) infield selection group 190 example showing that not just one field is controlled.

The setting (control) of field selection groups can be done as follows:

1. Next to column Sel. Group, you can go directly to field selectionmaintenance (direct link between transaction OMSR and OMS9) withoutleaving transaction OMSR.

2. Exit transaction Assign Fields to Field Selection Groups (OMSR) and starttransactionMaintain Field Selection for Data Screens (OMS9).



Advantage of solution 1:

Since you select the field you want to change first, this field selection group isdisplayed immediately.

Copy (F6) field selection reference FERT to your new field reference Z00 andset the fields as follows:

Old material number MARA-BISMT Required entry

Material status (cross-plant) MARA-MSTAE Required entry

Assign the new field reference Z00 to your material typeMM00 and create a newmaterial with your new material type T-A00.

Customizing the Material MasterYou can structure the material master according to your companys requirements:

You can remove screens, which are not required, from the screen sequence.

You can create your own screens, by adding or deleting screen modules.

You can influence individual fields in the screen modules.

Figure 178: Customized Material Master (1)

Customized material master records support efficient data maintenance by lettingyou create entry screens that suit your companys data requirements. The materialmaster record is a set of logical screens which appear in a specific sequence ifmore than one view is selected. This is referred to as a screen sequence.



Each logical screen consists of several related field groups. In ECC these arereferred to as subscreens. The fields assigned to each screen module cannot bechanged in Customizing.

In Customizing for the material master, you can:

Create and maintain screen sequences

Maintain logical screens

Maintain the order of logical screens in a screen sequence

Determine which subscreens appear on which logical screens

Assign influencing factors for field selection to a screen sequence

Assign a user or user group to a screen sequence

Preset the default organization level, default industry sector, and logicalscreens for a user or group of users

The views of the material master record correspond to the logical screens inCustomizing. The logical screen is the visible data screen.

There are main screens (maximum of 29), additional screens (maximum of 15)and other screens (non-configurable, for example, initial screens).

The additional screens are assigned to the main screen using the PB## functioncodes (this corresponds to the name of the pushbutton in the Screen Painter).

The secondary screens can be added to the additional data screens with automaticnumbering (maximum of 15 additional screens including secondary screens).

Figure 179: Screen Sequence

A screen sequence consists of logical screens (views) and secondary screens.

The sequence of the screens can be specified for each screen sequence.

You can define a screen sequence to suit your requirements.



Figure 180: Subscreens

A logical screen (view) consists of several screen modules. It consists of asubscreen container where you can enter several subscreens (maximum of 6).

Standard screen modules (SAPLMGDI) have exactly one frame that can containup to 10 lines and they have exactly 83 columns.

You are free to choose the sequence of the screen modules.

You can vary the number of subscreens for each logical screen.

Subscreens from different logical screens can be grouped together on one screen.The maintenance status of the screen module fields must be the same as themaintenance status of the logical screen. You may have to extend the status of thelogical screen in Customizing.

Changes to a logical screen are saved in the screen sequence that is changed. Thismeans that if you change the structure of MRP 1 in sequence 99, this change isonly effective in sequence 99.



Figure 181: Topic Summary: Customized Material Master

When creating your own logical screens we recommend that you use the standardsubscreens that are already available.

You will need your own subscreens if different field groups or new fields arerequired.

To create your own subscreens, copy standard program SAPLMGD1 to its ownfunction group (for instructions, see the IMG). Then create the required subscreenin the new function group.

Append structures have been defined in DDIC for including your own fields.

You can only include fields from user-specific tables and user-specific subscreencontainers in program SAPLMGMM by using modifications.

Before you configure your own material master record dialogs, be sure to readthe IMG.



492Setting Up Screen Sequences

1. Set up a customized screen sequence Y# (where # equals 1 to U for groups01 to 30) for material master maintenance.

Use screen sequence 21, Std ind.(short) tab pages as a template for yourscreen sequence Y#, screen sequence GR ##.

2. From the SAP Easy Access screen, choose Tools Customizing IMG Edit project (transaction SPRO).

Choose Display SAP Reference IMG (= F5).

Choose Logistics general Material master Configuring material masterrecords Define structure of the data screens for each screen sequence.

3. In the dialog structure for maintaining screen sequences, data screens, andsubscreens, copy screen sequence 21 with all its dependent entries to yournew screen sequence Y#. Save the screen sequence.

In the Screen Sequences view, select 21.

Choose Copy As (= F6).

Y# screen sequence group ##

Choose Enter.

Wait! Approximately 3000 dependent objects are copied.

Choose Save.

4. Select your new screen sequence Y# and double-click on Data screens to goto the dialog structure. Select the data screen Basic data 2 (Screen: 08

pp-tscm40_1-unit 10-11

Documents

engineering data

engineering workbenchand

plm web user interfaceto

unit overviewthis unit

master data objects

plm web ui navigation

unit objectivesafter

plm web uiunit contentslesson