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I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y © SAP AG SCM344 Preface-1 THE BEST-RUN BUSINESSES RUN SAP © SAP AG 2003 SCM344 Process Management SAP R/3 Enterprise 2003/Q3 50063197

SCM344 Process Managememnt

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© SAP AG SCM344 Preface-1

SAP AG 2003

SCM344 Process Management

THE BEST-RUN BUSINESSES RUN SAP

© SAP AG 2003

SCM344Process Management

SAP R/3 Enterprise

2003/Q3

50063197

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© SAP AG SCM344 Preface-2

SAP AG 2003

Copyright 2003 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. The information contained herein may be changed without prior notice.

All rights reserved.

Copyright

Trademarks: Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation.

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ORACLE® is a registered trademark of ORACLE Corporation. 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.

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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.

MarketSet and Enterprise Buyer are jointly owned trademarks of SAP AG and Commerce One. SAP, SAP Logo, R/2, R/3, mySAP, mySAP.com, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in

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several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies.

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SAP AG 2003

Course Prerequisites

PLM115 – Basic Data for Process Manufacturing

SCM340 – Process Manufacturing

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ParticipantsThis course is aimed at project team members and key users responsible for setting up the functions of SAP R/3 Process Management.

Duration: 3 days

Target Group

Notes to the user

The training materials are not teach-yourself programs. They complement the course instructor's explanations. Space is provided in the course material for you to note down additional information.

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Course goal

Course objectives

Course content

Course overview diagram

Main business scenario

Contents

Course Overview

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This course tells you how to:

Set up and use the data structures and functions of SAP R/3 Process Management

Course Goal

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At the conclusion of this course, you will be able to:

Course Objectives

Maintain the data structures required for SAP R/3 Process Management:

Process instructions for control recipes and PI sheets

Process messages

Use the functions of SAP R/3 Process Management

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Unit 1 Course Overview

Unit 2 Introduction

Unit 3 Process Messages -Structure and Settings

Unit 4 Process Messages-Processing

Unit 5 Process Messages inthe Standard SAP System

Unit 6 Process Instructions –Structure and Settings

Unit 7 Process Instructions for Process Control Systems

Preface

Course Content

Unit 8 Control Recipes -Settings and Processing

Unit 9 PI Sheet –Elements and Functions

Unit 10 PI Sheet – Process Instructions

Unit 11 Process Instructions -Generation

Unit 12 Decentralized Process Management

Unit 13 Data Transfer Between Applications

Unit 14 SAP OPC Data Access

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Course Overview Diagram

Data Transfer Between Applications

1313

DecentralizedProcess Management

1212

Process Instructions -Generation

1111

1010 PI Sheet –Process Instructions

99 PI Sheet –Elements and Functions

Control Recipes -Settings and Processing

Process Messages -Structure and Settings

Process Messagesin the Standard SAP System

Process messages- Processing

Process Messages -Structure and Settings

Course Overview

Introduction

11

SAP OPC Data AccessProcess Instructions for Process Control Systems

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Main Business Scenario

You are a member of the project team responsible for setting up and maintaining the data and functions of SAP R/3 Process Management.

Your tasks include the design and maintenance of process messages, process instructions, control recipes and PI sheets.

You also have to plan, implement and test the related processes and functions of Process Management.

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Introduction

Basic functions of Process Management:Transferring control recipes to process control Maintaining PI sheetsTransferring process messages from process control

Contents:

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Introduction: Course Objectives

At the conclusion of this unit, you will be able to:

Describe the basic functions of Process Management

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Overview Diagram 2

Data Transfer Between Applications

DecentralizedProcess Management

Process Instructions -Generation

PI Sheet –Process Instructions

PI Sheet –Elements and Functions

Control Recipes -Settings and Processing

Process Messages -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages- Processing

Process Messages -Structure and Settings

Course Overview

Introduction22

SAP OPC Data AccessProcess Instructions for Process Control Systems

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Production planning

Process controlsystem (autom.)

Lab info.system

PI sheet (manual) Master recipeMaster recipe

Resource

Material

R/3 master dataQuality

ManagementProcess

Management

Process Manufacturing – Functions

Prod.proc.model

Resource

Product

APO master data

R/3non-SAP

R/3

SAPAPO

Core Interface

R/3

SAPAPO

Process Order

Management

R/3

PI

PI

PI PI

The basic functional areas for mapping process manufacuring (PI in the graphic above) are as follows:

R/3 Resource Management: The PI-specific master data of resources describes all means of production and persons involved in the production process.

R/3 Master Recipe Management: The PI-specific master data of master recipes describes the manufacture of one or more materials in a production run without referring to specific orders. A master recipe is used as the template for a process order.

R/3 Process Order Management: Process orders are created on the basis of master recipes. They describe and monitor the actual production process.

R/3 Process Management coordinates the transfer of data to and from the process control level. It can be used in fully automated, partially automated, and manually operated plants.

It can also be integrated with other functional areas, such as:

R/3 Quality Management. External laboratory information systems can also be connected to R/3 QM using an interface.

Planning levels (with R/3 and/or APO)

The master data and functions of R/3 Materials Management (such as material, inventory management).

R/3 master data can be transferred to APO using the Core Interface (CIF).

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•Resources

Manual

Planned orderProduction rqmts

Master recipe Productionversion

Process order

Material BOM

Process datadocumentation and

evaluation

Process Management

ProcessMessages

Control recipe:Process

instructions

PI sheetProcess control

system

Proc. controllevel

Process Manufacturing - Data Flow

R/3SAPAPO

R/3

non-SAP

R/3

•Material

MM

QM

PI

PP

A production process is triggered by the existing production requirements. Production requirements are created as planned orders in material requirements planning. Planned orders define the basic production dates and planned production quantities.

During process planning, planned orders are converted into process orders. The basic dates and production quantities are copied from the planned order and the actual production dates are calculated using these basic dates. You can also create a process order manually.

A process order describes in detail the actual production of one or more materials in a production run. It is the main control instrument in production, describing and monitoring all planned and actual data relating to production.

A master recipe is used as the basis for a process order. It defines, for example, the planned resources and material components.

After a process order has been released for production, the process instructions maintained in the order are bundled into control recipes by process management. The control recipes are either transferred to a process control system using a specific interface or are displayed on the screen as a process instruction sheet (PI sheet) that can be read and maintained by process operators.

Process management in turn receives process messages from the process control level and forwards them to various destinations. For instance, it is possible to record confirmations for the process order, transfer actual process values to functions for process data documentation and evaluation, post material consumptions or production yields as goods movements, and transfer quality data to Quality Management results recording.

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Process Steps of a Process Order

Order request

Costs

Operations

Proc. orders

Phases

Processinstructions

Resourceallocations

Materialcomponents

Process ordersettlement

Batch record

Archiving/deletion

Process messages tovarious destinations

In-process qualityinspections

Order confirmations

Process ordercreation

Availability check

Process orderrelease

Sending control recipes

Goods receipts

Relationships

Batch determination

Resource selection

Shop paper printing

Maintaining PI sheets

Material staging/material withdrawals

Deviation recordingResource/plantschedule

Material quantity calc.

The graphic shows the basic steps involved in executing a process order to control process manufacturing in the SAP System.

The processing steps of a process order can be grouped together in the following segments:

Process planning

Process order execution/Process Management

Order closing

You can execute many of these steps automatically or in background processing to minimize the manual activities involved in order management.

WIP calculation, deviation recording and settlement are usually periodic activities for Cost Object Controlling and are processed in the background.

A range of Customizing settings is required for each of the individual segments to ensure that an order is processed successfully.

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Process Management

ExecutionProcessplanning

ProcessManagement

Processcontrol

PI sheet

Processcontrolsystem

PI-PCS

R/3 ornon-SAP system

Othermessage

destinations

Process order

Controlrecipe (proc.instructions)

Processmessages

Process Management serves as the interface between PP-PI and the systems involved in process control. Its flexible structure enables connections with fully automated, partially automated, and manually operated production lines. Process Management comprises the following functions:

Receiving control recipes with process instructions from released process orders. Process instructions define in detail the process steps to be executed and the process data to be reported (with process messages), for example.

Transferring control recipes to the relevant process operators or process control systems.

Manual maintenance: Converting control recipes into PI sheets in natural language, which can be read and maintained online by the process operator.

Receiving, checking and sending process messages with actual process data from the process control system or the PI sheet.

The PI-PCS interface is used to transfer data to and from process control systems.

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Creating and Sending Control Recipes

Process Management Process controlProcess order

OperationsOperationsOperations

PhasesPhasesPhases

Processinstructions

Control recipedestination

PI sheet

Processcontrol systems

Header

PI-PCS

Controlrecipes

Information that is relevant to process control is stored in the process order in the form of process instructions that are assigned to the phases of the process order.

Process Management groups the process instructions together in control recipes and transfers these to the control recipe destination defined in the process order.

You can create control recipes for:

Process control systems in automated production plants

Process operators in manually operated plants

In the latter case, process operators can read and maintain the control recipe online in the form of an R/3 PI sheet.

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Control Recipe Monitor

Ctrl recipe Proc.order Address Status Test Created onControl Recipe Monitor

100000003110000000451000000045100000002210000000351000000035

OPER 1PCS 1PCS 3OPER 7OPER 1PCS 5

ProcessedSentTerminatedSentCreatedDiscarded

11.09.200315.09.2003 15.09.200318.09.200321.09.200321.09.2003

100000074100000075100000077100000078100000081100000083

System messages

Send

Log

System messagestRFC Log

The control recipe monitor provides information on the current processing status of a control recipe.

From the monitor, you can call different logs that provide more detailed information on the individual process steps and any errors that may have occurred.

On the basis of this information, you can execute the following functions from the monitor:

Send control recipes if they are not automatically sent in a background job defined in Customizing

Delete control recipes

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PI Sheet

PI sheet

PI sheet 1000000449 ReceivedProcess order 1234 Material: XYZ Test material

Operating grp: W01

Phase 10/Instr. 10Heat the solvent. Temp: ______ °CStart the agitator. Speed.: ______Add material ABC. Quantity: ____ kg

Signature: ____Note:

Phase 10/Instr. 20Check material quality. Record inspection results.Record material quantity. Display document.Stop heating and Quantity: ____ kgreduce the stirring speed. Speed.: ______

Signature: ____

Phase 10/Instr. 30 Total qty: ?___Start cooling.Record time and temperatureevery hour.

Time Temperature10:00 175.011:01 168.3

Due to an error...

Additionalinformation

Controlinformation

Header

Inputvalues

Comment sheet

Comments

Inputvalues

Inspectionresults recording

Function call

Signature forprocess step

Formula result

SAP PI sheets enable on-screen maintenance, which means that the process operator can enter, confirm, report or complete data interactively.

Depending on the process instructions contained in the control recipe, the PI sheet may contain various elements and functions, for example:

Display of process-relevant information (operational method sheets, notes, and so on)

Input fields and tables for reporting process data, input validations and signatures

Batch determination and batch check

Process data calculation

Function calls for requesting data from internal or external applications

Option of branching to QM results recording

Sequence definition for defining the processing sequence of the phases

Comments for documenting and reporting process events

As of Release 4.6C, you have the option of generating PI sheets in HTML layout. The browser-based PI sheet is a further development of the ABAP list-based PI sheet. It offers the advantages of a flexible, user-specific layout definition and enables, an OPC (OLE for Process Control) connection and the definition of frames, for example for including documents, graphics, and Internet and Intranet links.

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Process Management

Process control system PI sheetProcess control

QM

Processorder

Mail

Inventory Management

Flexible Data Entry with Process Messages

Process dataevaluation

Process datadocumentation

EBR

ProcessMessage

Process Message

PI-PCS

Batch management

Handling UnitManagement

Plant Maintenance

PI-PCS

Process messages are data structures used to report actual process data from process control to one or more destinations.

Users can define their own process messages in Customizing to meet their specific needs.

The standard SAP System contains a number of predefined process message categories that enable you to transfer actual data from process control to the R/3 System.

First, the process messages are sent to Process Management. They are then checked and passed on to predefined destinations.

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System messagesLog

System messages

tRFC Log

Message Monitor

Message MonitorMess.cat. Send statusCreation date Time Sender

PI_CRSTPI_PHSTREADPI_CONSPI_PRODPI_COMPI_PHSTPI_PHST

SentSent with warningIncompleteTerminatedDestination errorTo be sentTo be resubmittedTo be resub.w.warning

09.03.200309.03.200309.03.200309.03.200309.03.200309.03.200309.03.200309.03.2003

15:1513:2313:3113:4013:4313:4713:4913:49

SYS 1CTM 1CTM 1CTM 1CTM1CTM1CTM1CTM1

Change message

Display message

Send

The message monitor provides information on the current status of process messages.

From the monitor, you can call logs that provide more detailed information on the processing of individual messages and any errors that may have occurred.

On the basis of this information, you can execute the following functions from the monitor:

Complete or correct incomplete or incorrect messages

Send messages if they are not automatically sent by a background job defined in Customizing

Delete messages

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Process management provides an interface to the systems involved in process control.

Information relevant to process control is enteredin the process order in the form of process instructions.

Process instructions are bundled into controlrecipes and transferred to process controlby Process Management.

Control recipes can be created for process control systems or as R/3 PI sheets that canbe maintained manually.

Process messages can be used by process control to transfer actual data to the relevantR/3 functions and other destinations.

Monitors provide an overview of the current processing status at all stages.

Introduction: Summary

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Exercises

Unit: Introduction

• Releasing process orders

• Creating and sending control recipes

• Maintaining PI sheets

• Displaying and sending process messages

1-1 Call process order ORDER-##, which has been created for your group number, in change mode.

1-2 Release your process order and create the control recipe. Save your order.

1-3 In the Process Management application menu, call the control recipe monitor and select the control recipes created for order ORDER-##.

Send the control recipe online from the monitor.

1-4 Find the PI sheets belonging to your control recipes by selecting the relevant menu item in the Process Management application menu. Access the PI sheet for the Scales operating group in change mode and maintain some of the process steps in the PI sheet.

1-5 From the Process Management application menu, go to the process message monitor and select the process messages created during maintenance of the PI sheet. Send the control recipe online from the monitor.

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Solutions

Unit: Introduction

1-1 SAP menu: Logistics → Production – Process → Process Order → Process Order → Change Process order: ORDER-## Press Enter.

1-2 In the process order: Click the Release icon. Click the Create Control Recipe icon. Choose Save.

1-3 Logistics → Production – Process → Process Management → Control Recipe → Control Recipe Monitor Plant: 1100 Process order: ORDER-## Press Enter. Select your control recipes in the control recipe monitor and choose Send. To check whether the control recipes have been sent, click the Refresh icon. The control recipes should have the status sent.

1-4 Logistics → Production – Process → Process Management → PI Sheet → Find Process order: ORDER-## Choose Execute (F8). Select the PI sheet for the Scales operating group and choose Maintain PI sheet.

1-5 Logistics → Production – Process → Process Management → Message → Message Monitor Process order: ORDER-##

Press Enter. Select your process messages in the message monitor and choose Send. To check whether the messages were sent, click the Refresh icon. The messages should have the status sent.

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Structure of process messages

Message categories and message characteristics

Structure and types of message destinations

Assigning message destinations to process message categories

Process Messages - Structure and Settings

Contents:

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Process Messages -Structure and Settings: Course Objectives

At the conclusion of this unit, you will be able to:

Create process message categories in CustomizingDefine different message destination types in Customizing and assign these to process message categories

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Overview Diagram 3

Data Transfer Between Applications

Decentralized Process Management

Process Instructions –Generation

PI Sheet –Process Instructions

PI Sheet –Elements and Functions

Control Recipes –Settings and Processing

Process Messages -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages –Processing:

Process Messages -Structure and Settings

Course Overview

Introduction

33

SAP OPC Data AccessProcess Instructions for Process Control Systems

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2299

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SAP AG 2003

Contents of a Process Message - Example

Process order number

Phase number

Measuring device

Unit of measure

Date

Time

Temperature

Message on temperature reading

Process messages are data structures used to report actual process data from process control to one or more destinations.

Users can define their own process messages to meet their specific needs. Process messages for R/3 components are predefined by SAP.

The graphic shows an example of the contents of a process message that reports the value of a temperature reading.

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Message on temperature reading

Structure of a Process Message in R/3 - Example

PPPI_PROCESS_ORDER

PPPI_PHASE

PPPI_SOURCE

TEMPERATURE

PPPI_UNIT_OF_MEASURE

PPPI_EVENT_DATE

PPPI_EVENT_TIME

Message characteristics Characteristic values

60000047

4020

T-11

57

°C

05.04.2004

15:26

You define the contents of a process message in R/3 by assigning characteristics and characteristic values to it. Each characteristic may be used only once in a process message.

The characteristics together with their formats and value ranges are predefined in Customizing. Depending on the format, the value of a message characteristic may be a date, a time, numeric or alphanumeric key, short text or a long text.

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READ message category

Process Message Category - Process Message

req. = required message characteristic

PPPI_PROCESS_ORDER

PPPI_ OPERATION

PPPI_ PHASE

PPPI_ SOURCE

TEMPERATURE

PPPI_UNIT_OF_MEASURE

PPPI_EVENT_TIME

PPPI_EVENT_DATE

req.

req.

req.

req.

req.

PPPI_PROCESS_ORDER

PPPI_PHASE

PPPI_SOURCE

TEMPERATURE

PPPI_UNIT_OF_MEASURE

PPPI_EVENT_DATE

PPPI_EVENT_TIME

60000047

4020

T-11

57

°C

05.04.2004

15:26

req.

Proc.message 1000057, READ cat.

Process messages are predefined in Customizing using process message categories. The message category specifies the characteristics a process message can or must contain, that is, the information it conveys.

When you create a process message in the R/3 System (for example, when you report data in a PI sheet), you must use an existing process message category. The characteristics of the message category are copied into the process message. Process-specific characteristic values are added in the message.

Process Management checks every incoming process message against the predefined message category.

The diagram shows a message reporting the value of a temperature reading to illustrate the relationship between process message categories and process messages.

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Characteristics for Process Messages

Release forprocess

messagesCharacteristics Process message categories

C2

C3

C6

Group 1

C1

C5

C4

C9

Group 2

Group 3

Mess. category A

C2

C8

Mess. category C

C3

C6

Mess. category B

C7

C6

C7

C8

You create characteristics in Customizing and combine them in groups.

To be able to assign a characteristic to a process message, you must first release the characteristics groups for use in process messages.

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Process dataevaluation

ProcessManagement

Processorder

Process control PCSPI sheet

R/3 functionmodule:

Update ofdata inR/3 modules

SAPoffice user:

Information on processevents

ABAP table:Basis for evaluations

Process operatorPlanner

InventoryManagement

Other PCS

Message Destination Types

Processmessage

Coordination withExternal systems

External function:

SAP Alert Mgmt.:Exceptionmessages

E-Mail

Fax

SMS

Process messages can be sent to one or more destinations for further processing.

They can be sent to the following message destination types:

R/3 function modules

SAPoffice mail system users

ABAP tables defined by the user

External functions (for example, a process control system)

Alert categories of the SAP Alert Management system

R/3 function module type message destinations are predefined in the standard system. You can use these destinations to execute the following actions, for example:

Update the status of control recipes

Report time events for the phases of an order

Post goods movements

Report inspection results to QM

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Message Destinations - Structure

Typ

Target fields

Address

Type R/3 function module

SAPoffice user

External function

ABAP table

Name of function module

Table name

SAPoffice user name

RFC destination of the function

Fields specified in the function moduleFields specified in the function module

Table fields

SAP Alert Management system

Alert category

Container elements

Proc. message destinations

You define message destinations in Customizing without reference to a specific process message or message category.

The address you have to maintain for a destination depends on the destination type, that is, the way in which the data is transferred (within R/3 or using a remote function call - RFC).

With R/3 function module, ABAP table, and SAP Alert Management destinations, you can define destination-specific target fields. Target fields are fields within a message destination to which the value of a specific message characteristic is transferred.

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Message Category - Message Destination

...

...

Destination 1

Messagecategory 1

Messagecategory 2

Messagecategory 3

Destination 2

Destination 1

Destination 3

Messagecategory 1

...

...

In Customizing, you assign message destinations to message categories.You can:

- Assign any number of destinations to each message category

- Assign any number of message categories to each destination

Process Management transfers all incoming messages to the destinations defined for the relevant message category.

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Characteristics

Message Characteristics - Target Fields

Target fields

T1

T2

T3

T4

Target fields

TA

TB

TC

......

......

D1

D3 ......

D2

Customizing

C2

C3 req.

......C4 req.

C1 req.

Process message category

Destinations

By assigning message characteristics to destination-specific target fields in Customizing, you specify which characteristic value is to be transferred to which destination field. The destination type determines whether you can or must make this assignment:

R/3 function module: Assignment is possible if required by the function module.

ABAP table: Assignment is required. Otherwise, no message data is transferred.

SAP Alert Management system: Assignment is required if container elements are to be used.

SAPoffice user: No target fields

External function: No target fields

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Type

Message Destinations, R/3 Function Type

Address: Name of function module

Target fields: specified in the function module(control recipe number)CONTROL_RECIPE

CONTROL_RECIPE_STATUS (control recipe status)EVENT_DATE (date)EVENT_TIME (time)

COCI_CONFIRM_CONTROL_RECIPE

01 (R/3 function module)

Destination PI02, control recipe management

The graphic shows an R/3 function type message destination, which you can use to update the status of control recipes.

You can create your own function modules and define them as message destinations. To do this, refer to the requirements regarding interface and error handling described in the Implementation Guide (IMG).

If you want to transfer the values of the message characteristics to specific fields defined in the function module, you must define these fields as target fields in the message destination.

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Destination (PP-PI)

Message Destinations, ABAP Table Type

Type

Address: Table nameYPPPI1

Target fields: Field name in tableAUFNR (order number)

MATCON (material quantity)

PHVAL (pH value)

ERFME (unit of measure)

04 (ABAP/4 table)

Table (ABAP Dictionary)

Data fields

Key

MSID (message number)

WERK (plant):

AUFNR (order number)

CRID (ctrl recipe number)

MATCON (material quantity)ERFME (unit of measure)PHVAL (pH value)

MANDT (client)

CRID (ctrl recipe number)

Table YPPPI1 TAB1 destination, measurement table

The graphic shows the relationship between an ABAP table and the definition of the corresponding message destination.

You can use an ABAP table as a message destination if the following requirements are met:

It is a transparent table.

The table name is within the customer namespace (X* or Y*).

The table is active in the ABAP Dictionary and stored on the database.

The table contains the following fields:.

- MANDT (client): First key field, data type, and field length as in domain MANDT

- MSID (message number): Second key field, data type, and field length as in domain CO_MSID

- WERK (plant): No key field, data type, and field length as in the WERKS domain

You must define all table fields to which you want to transfer the value of a message characteristic as target fields in the message destination. The only exceptions are the MANDT, MSID, and WERK fields mentioned above.

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MA01 destination, shift supervisor in plant 0001

Message Destinations, SAPoffice User Type

Type

03 (SAPoffice user)

Address: SAPoffice user name

CMT1

The graphic shows an example of an SAPoffice user type message destination.

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PCS1 destination, process control system 1

Message Destinations, External Function Type

Type

02 (external function)

Address: RFC destination of the function

PCS_1

The graphic shows an example of an External Function type message destination.

With destinations of this type, a remote function call (RFC) is used to transfer the message data. The RFC destination of the message destination must be defined for a TCP/IP connection.

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Message Destinations for Sending Alerts

PI sheet

Process control system

Message monitor1000000005146

1000000005189

1000000006489

1000000007897

Messages with alerts

Alert Management system

Alert categoriesExample:Productionstandstill

UserExample:P. King

RoleExample:

ProductionDirector

UserExample:A. Miller

UserExample:Q. Jones

. . .

Follow-up function(hyperlink)

E-mail Fax SMS

As of SAP R/3 Enterprise SCM Extension 1.10 (EA_APPL 110), the new process destination type 5 Alert Category is provided as standard. You can use this message destination to send alerts to one or more destinations, for example, from PI sheets, external process control systems or manually. The alerts can be delivered to the destinations by SMS or e-mail, for example. In this way, you can provide timely information to specific destination groups about unforeseen and potentially critical situations in the plant.

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Sending Alerts: Settings (I)

User

Define alert categories• Technical name/description• Properties (classification, priority)• Container elements (=text variables)• Short and long texts• Optional subsequent activities (URL: hyperlink)• Fixed recipients• Recipients via user roles• Role assignment for authorizations (for subscription)• RFC destination of the alert server

• Cell phone number (->SMS)• Fax number• E-mail address

Customizing

User master record Depending on the means of communication, you enter an e-mail address or an SMS cell phone number, for example, in the user master record of the alert recipient .

Alert categories In this process step, you define the following:

an alert category This is also the destination address for the process message destinations of type 5.

a short text and long text for the alert category

if required, a container with specific text variables These are also destination-specific target fields for your process message destination of type 5. The system replaces the text variables with actual values at runtime.

if required, hyperlinks for follow-up functions

Recipient assignments The following options are provided for defining the alert recipients:

Fixed recipients You assign individual users to the alert category as recipients.

Recipients via user roles You assign individual roles to the alert category as recipients. All users in this role are automatically notified as soon an alert in this category is sent.

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Role assignment for authorizations With this option, you can use a role to define the authorization for subscribing to certain alert categories.

RFC destination

If the SAP alert server is to be used as the alert management system in the SAP application system, enter NONE as the RFC destination.

If the SAP alert server is to be used as an alert management system in another SAP system, enter the RFC destination of the relevant SAP system.

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Sending Alerts: Settings (II)

Define and set up message destinations• Type: 5 SAP Alert Management• Destination address <alert category>• Target fields (for container elements)

Customizing

Define and set up process message categories• Assign type 5 destinations to a message category• Assign target fields to the message category

Define and set up process message destinations You define a type 5 process message destination. You enter the alert category as the destination address.

If you have defined container elements for the alert category, you must define destination-specific target fields for these in the message destination. Enter the names of the container elements as target field names.

Define and set up process message categories You define a processage message category, to which you assign both the process message destination and the destination-specific target fields.

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Customizing for Process Messages

Create characteristics

group

Releasecharacteristicsgroup for usein messages Create

characteristic

Assign characteristicto characteristics group

Createmessagecategory

Definemessage

destinations

Assigncharacteristics

to messagecategory

Assign destinations to

message category

Createdestination-

specifictarget fields

Assign message characteristicsto destination-specific

target fields

44

55

33221.31.31.11.1

1.21.2

1.41.4

The graphic illustrates the procedure and individual steps you need to carry out to define a process message category in Customizing.

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Process Messages - Structure and Settings:Summary

Actual process data from process control can be reported to one or more destinations using process messages.

Process messages can be sent to the following message destination types:R/3 function module, SAPoffice user,ABAP table, external system andSAP Alert Management system.

The content of process messages is determined by characteristics and their characteristic values.

Process messages are created in message categories that are predefined in Customizing.

Message destinations are defined in Customizing and assigned to message categories.

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Exercises

Unit: Process Messages - Structure and Settings

• Customizing: Creating message characteristics, message destinations and message categories

• Application: Creating and sending messages

Process messages for mail recipients 1-1 Go to Customizing (IMG) for Process Management and familiarize yourself with the

IMG structure.

1-2 Create characteristics group SCM344-## in Customizing, give it the name characteristics group ## and release it for use in process messages in plant 1100.

1-3 Create the message characteristic LONG_TEXT-## in Customizing. Enter the following properties for the characteristic:

Characteristic description Long text characteristic group ##

Characteristics group Characteristics group ##

Status Released

Data type Character format (for example, 30 characters)

In the additional data for Process Management (press the Proc. Mgmt button), specify that the characteristic is to be assigned a long text.

If necessary, refer to the IMG documentation for this exercise.

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1-4 Create process message category TEXT-## in the Customizing settings for plant 1100. Select the description Long text message group ##. Assign characteristics to the message category. All messages of this message category should contain the following information:

Information Characteristic

Process order Use the input help (F4).

Long text LONG_TEXT-##

Date of event Use the input help (F4).

Time of event Use the input help (F4).

Use the F4 help and the Find and Find again buttons to find the characteristics.

Mark all characteristics as required characteristics.

Save your entries.

1-5 Define message destination M## for plant 1100 in Customizing. Enter the following properties for the destination:

Description Mail recipient group ##

Type SAPoffice destination (03)

Destination address SAPoffice destination of your group (corresponds to the user name)

Make the required settings.

Save your entries.

1-6 Assign destination M## to message category TEXT-##.

Save your entries.

1-7 Go to the Process Management application menu and familiarize yourself with the menu structure.

1-8 Create a manual message of category TEXT-##. Enter order number ORDER-## and a long text of your choice. Save the message.

1-9 Go to the message monitor and display the message of category TEXT-## created for order ORDER-##. Send the message. If all your settings are correct, you will soon receive an express e-mail. You can view the contents of the message in your inbox.

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Process messages for destination table and process message record 2-1 In Customizing for plant 1100, find message destination PI01, Process message record

and the target fields defined for it.

Answer the following questions:

- What is the destination type?

__________________________________

- What is the function of the target field?

__________________________________

2-2 Create message destination T##. Enter the following properties for the destination:

Description Table destination group ##

Type ABAP/4 table (04)

Destination address YMESS

Define all table fields of the YMESS table, with the exception of MANDT, MSID and WERK, as target fields of the process message destination. To do so, start a second session and display a list of all table fields of the YMESS table (see solutions).

Save your entries.

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2-3 In Customizing for plant 1100, display process message category MEAS-##.

Display the message characteristics.

Assign destinations PI01 and T## to the message category.

Assign the message characteristics to the target fields of the destinations as follows:

PI01 destination:

Characteristic Target field

PPPI_PROCESS_ORDER PROCESS_ORDER

Destination T##:

Characteristic Target field

MEASURED_VALUE READING

PPPI_EVENT_DATE EVENTDATE

PPPI_EVENT_TIME EVENTTIME

PPPI_OPERATION OPERATION

PPPI_PHASE PHASE

PPPI_PROCESS_ORDER ORDERNO

PPPI_SOURCE SOURCE

PPPI_UNIT_OF_MEASURE UOM

You can use the input help (F4) to select the message characteristics and the corresponding target fields.

Save your settings.

2-4 Go to the Process Management application menu and manually create a process message with the category MEAS-##.

Enter any measured value, order number ORDER-##, operation 0010, phase 0011 and unit of measure °C and enter measuring device Device-## as the data source.

Save the message.

2-5 Go to the message monitor, display the message with category MEAS-## that was created for order ORDER-##, and send the message.

2-6 Go to the YMESS table and display the entries created for your message.

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Solutions

Unit: Process Messages - Structure and Settings

Process messages for mail recipients

1-1 SAP menu: Tools → Customizing → IMG → Edit Project / Choose Display SAP Reference IMG / SAP Customizing IMG: Production Planning Process Industry → Process Management

1-2 Customizing: (...) → Process Management → Process Messages → Process Message Characteristics → Define Characteristics Groups for Process Messages/Define Characteristics Groups Choose New entries.

Char. Grp.: SCM344-## Characteristics Group: Characteristics group ##

Save your entries and choose Back twice.

You can release the characteristics group in the same Customizing activity by choosing Release for Process Messages.

Plant: 1100

Choose New entries and enter the characteristics group you have defined above.

Save your entries and choose Back to go back to the IMG.

1-3 Customizing: (...) → Process Management → Process Messages → Process Message Characteristics → Define Characteristics for Process Messages

Choose Create Characteristics for Process Messages.

Characteristic: LONG_TEXT-##

Enter Enter the data provided in the exercise.

In the Additional Data for Process Instructions and Messages dialog box (choose Proc. Mgmt), select the Value is long text field

Save your entries.

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1-4 Customizing: (...) → Process Management → Process Messages → Define and Set up Process Message Categories Plant: 1100

Choose New Entries and enter the process message category with its description.

Enter Select the entry and double-click Characteristics/Message categories in the dialog structure.

Assign the following characteristics on the Characteristics/ Message Categories screen (choose New entries):

Characteristic Description Req

PPPI_PROCESS_ORDER Process order x

LONG_TEXT-## Long text characteristic group ##

x

PPPI_EVENT_DATE Date of event x

PPPI_EVENT_TIME Time of event x

Save your entries.

1-5 Customizing: (...) → Process Management → Process Messages → Process Message Destinations → Define and Set Up Message Destinations

Plant: 1100

Choose New Entries.

Enter the name of the message destination and enter the data provided in the exercise.

Save your entries.

1-6 Customizing: (...) → Process Management → Process Messages → Define and Set Up Process Message Categories (plant 1100)

Select process message category TEXT-## and double-click on Destinations/ Message categories in the dialog structure.

Choose New Entries. Enter destination M## and choose Save.

1-7 SAP menu: Logistics → Production - Process → Process Management

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1-8 SAP menu: Logistics → Production – Process → Process Management → Message → Create Manually Plant: 1100 Prozess message category: TEXT-##

Enter Choose Create Text for the LONG_TEXT-## characteristic, enter any long text in the editor, choose Save and then Back.

Enter order number ORDER-## for characteristic PPPI_PROCESS_ORDER Process order.

Save the message.

1-9 SAP menu: Logistics → Production – Process → Process Management → Message → Message Monitor Select the following selection criteria:

Process order ORDER-##

Process message category TEXT-##

Enter Select your message and choose Send. Then check the message status by clicking the Refresh button. A dialog box appears and informs you that you have received a mail. Click Inbox in the dialog box to display the message contents.

Process Messages for Destination Table and Process Message Record 2-1 Customizing:

(...) → Process Management → Process Messages → Process Message Destinations → Define and Set Up Message Destinations (plant 1100) Destination type: 01 = R/3 function module Function of the target field: Select PI01 and double-click on Target Fields/Message Destinations in the dialog structure. The PROCESS_ORDER target field is used to transfer the process order number to the function module.

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2-2 Create the message destination as described in 1-5.

Select message destination T## and double-click on Target Fields/Message Destinations. Choose New Entries.

Then select the SAP menu in a new session: Tools → ABAP Workbench → Development → Dictionary (SE11).

In the Database table field, enter table name YMESS. Choose Display. The Fields tab appears.

Define the eight table fields specified in the exercise as target fields for message destination T##. Use the short text for the table fields or a similar text as the short text for the target fields.

Save your entries.

2-3 Customizing: (...) → Process Management → Process Messages → Define and Set Up Process Message Categories (plant 1100)

For message category MEAS-##:

Dialog structure: Select Characteristics/message categories to display the characteristics

Dialog structure: Select Destinations/message categories. Choose New Entries to assign both destinations

in sequence to the destinations PI01, T##:

Dialog structure: Characteristics/destination-specific target fields Choose New entries to assign the message characteristics to the target fields of the destinations.

Choose Save. 2-4 SAP menu:

Logistics → Production – Process → Process Management → Message → Create Manually Plant: 1100 Process message category: MEAS-##

Enter Assign values to the characteristics as described in the exercise.

Save your entries and choose Back.

2-5 SAP menu: Logistics → Production – Process → Process Management → Message → Message Monitor Select your message as specified and send it.

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2-6 SAP menu: Tools → ABAP Workbench→ Overview → Data Browser (SE16)

Table name YMESS

Enter PLANT 1100 ORDERNO ORDER-##

Click on the Execute symbol.

Select your table entry and choose Table Entry → Display.

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Process Messages - Processing

Creating process messages

Sending process messages

Monitoring process messages

Deleting process messages

Contents:

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Process Messages - Processing:Course Objectives

At the conclusion of this unit, you will be able to:

Describe the possible processing steps of a process message:

Options for creating process messagesOptions for sending process messagesOptions for monitoring process messagesOptions for deleting process messages

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Overview Diagram 4

Data Transfer Between Applications

Decentralized Process Management

Process Instructions –Generation

PI Sheet –Process Instructions

PI Sheet –Elements and Functions

Control Recipes –Settings and Processing

Process Messages -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages –Processing:

Process Messages -Structure and Settings

Course Overview

Introduction

44

SAP OPC Data AccessProcess Instructions for Process Control Systems

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22

33

55

66

77

99

1010

1111

1212

1313

1414

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Process Message Processing - Overview

Send message

Createmessage

Changemessage

Data istransferred

Startsend

function

Message ischecked

Transfer to Process

Management

The graphic provides an overview of how a process message is processed.

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Creating Process Messages

Createmessage

Send message

Transfermessage

to ProcessManagement

through PCSinterface

using RFC

internally

Changemessage

in PI sheet for

processinstruction

manually in Proc.Manwithout

proc. instruc.

in proc. control system for

proc. instruction

Data istransferred

Startsend

function

Message is checked

autom. in Proc.Manwithout

proc. instruc.after event (Manufacturing Data Access)

periodically

Process messages are created as part of process control to report actual data for executing a process order. Process messages can be created in one of the following ways:

For planned or expected process events, you can request the corresponding message using a relevant process instruction. The message is created automatically when the process operator maintains the PI sheet, or when the control recipe is processed by the process control system.

In expectional situations that are not taken into account in the PI sheet or control recipe, you can also create process messages manually within Process Management.

In addition, process messages may be automatically created either periodically or based on events. Events are defined in the SAP manufacturing data access system.

After creation, the process messages are transferred to Process Management, which sends them to the relevant destinations. Messages are transferred as follows:

Manually created messages are transferred immediately after they are saved.

Automatically created messages are transferred after the event is reported.

Messages created from a PI sheet are transferred after you have executed the report function in the PI sheet.

Messages are transferred from the process control system to Process Management using a remote function call (RFC).

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Automatic Creation of Process Messages

Define variant

Plant: <plant for message to be created automatically>Variant name: <name of variant>Short text <description of variant>

Start condition _ Start not permittedM Manual individual executionP Periodic startE Event-controlled start

Process message to be generated

_ no valueF Fixed valueD Data point

Define periodDefine event

Message cat.: <message category to be sent automatically>

Message characteristics: • Valuation type:

• Characteristic value: < depends on valuation type>

The Create process message automatically transaction is provided as of SAP R/3 Enterprise SCM Extension 1.10 (EA_APPL 110).

You can use this transaction to specify that process messages are to be created automatically at certain time intervals or whenever an event occurs. In this way, you can ensure that process messages for an event are created, even if the corresponding PI sheet is not being processed, for example.

You create a variant for each process message category in this transaction. You can select the following start conditions: Start not permitted

The variant cannot be started. Manual individual execution

You can only start the variant manually in the overview screen. The process message is only created once.

Periodic start With this condition, you enter time intervals at which the variant is to be started automatically. The process messages are created automatically at the time intervals you have defined.

Event-controlled start With this condition, you specify the manufacturing event that will trigger the creation of a message. The manufacturing data access interface supplies events from the connected services.

You can assign values to the message characteristics of the message as follows: no value any fixed value manufacturing data point

The overview screen displays all of the defined variants in a plant. From this screen, you can start or stop the variants. The system logs all start activities as well as any success or error messages that are issued for the variants.

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Change message

Sending Process Messages

Check message

to externalfunction

using RFC

Data istransferred

Start the sendfunction for

all messagesready to be sentin the background:

Check message

Individual messages online:

Message is checkedTransfermessage

to Process Management

automatically(after event/time interval)

manually inthe monitor

manually inthe monitor

General:Syntax

consistency

Destination-specific

internally toR/3 functionmoduleABAP tableSAPoffice userSAP Alert Management

The function for sending process messages can be executed in the following ways:

Using a background job defined in Customizing. The send job is started:

- Automatically (provided that you have made the relevant setting in Customizing) at predefined time intervals or whenever a new message is created

- Manually in the message monitor

- The background job sends all messages with the status "To be sent", "To be resubmitted" or "To be resubmitted with warning".

Online for selected messages. You can start the send function in the monitor.

Before sending a process message to its destinations, the system checks:

Whether the message matches the message category defined in Customizing in R/3

Whether a message can be processed by the relevant destinations (except for external functions)

You can correct messages containing errors if they have not yet been sent.

Depending on the results of the checks, the message is sent to all destinations, only to those destinations where no error was found, or to no destinations. For each message category, you can specify whether the message is sent to all destinations that can process it or to no destination if an error occurs with at least one destination.

If the message destination is an external destination, the data is transferred using the PI-PCS interface using a remote function call (RFC).

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System messagesLog

System messages

tRFC log

Message Monitor

Message MonitorMess.cat. Send statusCreation date Time Sender

PI_CRSTPI_PHSTREADPI_CONSPI_PRODPI_COMPI_PHSTPI_PHST

SentSent with warningIncompleteTerminatedDestination errorTo be sentTo be resubmittedTo be resub.w. warn..

09.03.200409.03.200409.03.200409.03.200409.03.200409.03.200409.03.200409.03.2004

15:1513:2313:3113:4013:4313:4713:4913:49

SYS 1CTM 1CTM 1CTM 1CTM1CTM1CTM1CTM1

Change message

Display message

Send

The message monitor provides information on the current status of process messages.

From the monitor, you can call logs that provide more detailed information on the processing of individual messages and any errors that may have occurred.

On the basis of this information, you can execute the following functions from the monitor:

Complete or correct incomplete or incorrect messages

Send messages if they are not automatically sent by a background job defined in Customizing

Delete messages

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sent,sent with warning

Processing and Status of a Process Message

c

destinationerror;

terminated

Send message

To be sent

Check message

OK?

Transfermessage

to Process Management

incomplete

TransferdataOK?

Change message

No

No

Yes YesStartsend

function

to be resubmitted,to be resubmitted

with warning

Process message status

The graphic shows the sequence of statuses a message can have while it is being processed. The meanings of the individual message statuses are as follows:

To be sent: The process message is created but has not yet been sent.

Sent: The process message has been sent to all its destinations.

Sent with warning: The message log contains a warning message. The process message has been sent to its destinations despite the warning.

To be resubmitted: One of the message destinations was temporarily not available, for example, because it was locked. However, the message has been sent to the other destinations.

To be resubmitted with warning: One of the message destinations was temporarily unavailable. In addition, a warning message was issued by one of the other destinations to which the message was sent.

Message incomplete: The process message does not contain all required characteristics of the message category. It has not been sent.

Destination error: The process message could not be processed by one of its destinations.

Processing terminated: Processing of the message was terminated due to an error. The message has not been sent to any of its destinations.

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Process Message Logs

Message logs

tRFC log

Send message

Createmessage

Message is checked

Destination-specificcheck

Startsend

function

Transfer toProcess

Management

Data istransferred

Change message

General:syntax

consistencyusingtRFC

internally

Changes Generalchecks

Destination-specificchecks

The system creates the following logs while a message is being processed in Process Management:

Change logs containing the name of the user that changed the message as well as the characteristics that have been added, and the original and changed characteristic values

One consistency log containing a list of all destinations assigned to a message as well as the results of the general checks

Destination-specific logs containing the results of destination-specific checks as well as the transaction ID of the relevant RFC if the destination is an external function

If a process message is sent to an external function, data is also entered in the tRFC log. This log documents all tRFCs carried out in your system.

You can call all logs from the message monitor.

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Deletion log

Deleting Process Messages/Message Logs

autom. jobschedulingat regularintervals

Starting the functionManually byscheduling ajob for a

specific time

Manuallyusing the menu

Definition of selection criteria

Assign.Directinput

Send date and plantAll messages or only those sent successfully?Only logs or messages also?Create deletion log?

OnlineOnline In the backgroundIn the backgroundOnline

Monitor

WarningMessage hasnot been sent.Delete? Yes

All messages/logs within a specified rangeSelected messagesand their logs

Select.Select.variantvariantJobJob

The following functions are available for deleting process messages and their logs:

Delete selected messages together with their logs in the message monitor If a message has not yet been sent successfully, a corresponding warning message will be displayed.

Delete all data within a specified range Using this function, you can choose whether you want to delete:

- Message logs only or message logs and the corresponding messages

- All messages or only those that have been sent successfully

You can delete smaller datasets online. If you want to delete a large amount of data, use a background job. You can schedule this job directly or specify in Customizing that the job is to be started automatically at regular time intervals.

If required, you can specify that a deletion log is to be created.

The data is only deleted within Process Management and not in the message destinations.

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Process Messages - Processing: Summary (1)

Messages for expected process events are requested from the process control system or the PI sheet using process instructions.

Messages can also be created manually and periodically or automatically in relation to selected events.

Messages can be sent online or in the background.

Before sending a message, the system checks whether the message matches the corresponding Customizing settings and whether it can be processed by its internal destinations.

You can correct messages that contain an error in the message monitor.

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Process Messages - Processing: Summary (2)

Messages that do not contain errors are sent to their destinations. If the destination is an external function, messages are sent using a remote function call (RFC).

The message monitor, message logs, and the tRFClog provide information on the processing status of a process message.

You can delete selected messages with their logs online in the monitor.Alternatively, you can specify a certain range within which all logs or all messages together with their logs are deleted online or in the background.

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Exercises

Unit: Process Messages - Processing

• Creating, displaying, changing, sending and deleting messages

Creating process messages and displaying and processing messages in the message monitor 1-1 Manually create one message in the MEAS-## message category and one message in

the TEXT-## message category for order ORDER-##.

In the message monitor, display all messages you created today for order ORDER-##.

Display the characteristics of the individual messages.

1-2 Change the measured value in the message of category MEAS-## that you created in exercise 1-1.

Send the message with the changed measured value online from the message monitor.

Refresh the monitor display and check the status of the process message.

Analyze the message logs.

1-3 In the message monitor, select all messages of message category TEXT-## and delete them online. Refresh the monitor display.

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Solutions

Unit: Process Messages - Processing

Creating process messages and displaying and processing messages in the message monitor 1-1 SAP menu:

Logistics → Production – Process → Process Management → Message → Create Manually Create one message in the MEAS-## message category and one message in the TEXT-## message category. (if necessary, refer to the exercises in the previous chapter, Process Messages – Structure and Settings).

To navigate to the message monitor from the SAP standard menu, select: Logistics → Production – Process → Process Management → Message → Message Monitor Select your messages using process order number ORDER-## (delete any entry in the Proc. Message Cat. field). In the message monitor, click on the Display Message icon to display the characteristics of a message.

1-2 Select your message in the message monitor and choose Change. Change the value assigned to characteristic MEASURED_VALUE and Save your changes.

Send your message in the message monitor by choosing Send. Choose Refresh. The messages now have the status Sent. To display the message logs for the relevant messages, choose Log.

1-3 Select the messages and choose Edit → Delete. Confirm the dialog box that appears with Yes. Choose Refresh.

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Process Messages in the Standard SAP System

Using process message categories in the standard SAP system:

Goods issue

Confirmations

Goods receipt

Control recipe management

Handling Unit Management

Batch management

Quality Management

Contents:

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Process Messages in the Standard SAP System:Course Objectives

At the conclusion of this unit, you will be able to:

Explain the predefined message categories in the standard SAP System

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Overview Diagram 5

Data Transfer Between Applications

Decentralized Process Management

Process Instructions –Generation

PI Sheet –Process Instructions

PI Sheet –Elements and Functions

Control Recipes –Settings and Processing

Process Messages -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages - Processing

Process Messages -Structure and Settings

Course Overview

Introduction

55

SAP OPC Data AccessProcess Instructions for Process Control Systems

11

22

33

44

66

77

99

1010

1111

1212

1313

1414

88

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PI_PROD Goods receipt confirmations

PI_PHST Messages on phase status (time event)PI_SRST Messages on secondary resource (time event)PI_PHACT Messages on activities (with time event confirmation)PI_SRACT Messages on activities (secondary resource)PI_PHCON Time ticket confirmations for phasesPI_SRCON Time ticket confirmations for secondary resourcesPI_ORDCO Confirmations of process orders

PI_CONS Material consumption messages

Message Categories in the Standard SAP System (I)

Goods issue

Confirmations

Goods Receipt

The standard SAP system contains a number of predefined process message categories that enable you to transfer actual data from process control to R/3. These messages allow you to execute the following functions, for example:

Update the control recipe status and the corresponding order status

Confirm time events

Confirm activities

Post a goods issue for the order

Post a goods receipt for the order

Confirm summarized measurement results as inspection results to QM

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Message Categories in the Standard SAP System (II)

PI_CRST Messages on control recipe statusMessages to control recipe management

Messages for Handling Unit Management

PI_HUSTG Material stagingPI_HUCNS GI posting for HUsPI_HUREC Process data messages for HU picking/identification

Messages to batch management

PI_BT_CR Batch creationPI_BT_CL Batch characteristic value assignment

PI_QMSMR Messages on inspection char. (summ. measured)Messages to Quality Management

(...)

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Material document

Accountingdocument

Update of stock quantitiesUpdate of stock values

Material Withdrawal (Goods Issue)

Proc. order

Oper./phase

Mat. comp.

CostsGoods issueMaterial

Warehouse Warehouse

Goods are issued from the warehouse for the material components required for production.

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Update of stock quantitiesUpdate of stock valuesReservation reductionCalculation of actual costs and update forthe order

PI sheet

Processcontrol system

Goods issueposting

Materialdocument

Account.document

Goods Issues for the Process Order

PI-PCS

manualProcessmessageProcessmessage

You can execute material withdrawal postings manually using the relevant R/3 transactions or using process messages from the PI sheet or a process control system.

When a process order is opened, the system automatically generates a reservation for the required material components. Each material component of the order is assigned a separate item number within the reservation.

Goods issues can be both planned (that is, for the reservation items) and unplanned.

A planned withdrawal causes the reservation to be reduced. Only the costs are updated in the case of unplanned withdrawals.

The material withdrawal can also be posted automatically at the time of a confirmation (backflush).

Backflushes are used if you want to avoid order-related physical material staging from the warehouse, for example. It is assumed that the material is staged at the work center.

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goods issue

nomaterial posting

goods receiptfor by-product

backflush

no backflush

ProcessingCondition

Material Consumption Messages (I)

Message

negativereservation

item

positivereservation

item

PI_CONS

You can trigger the posting of goods issues and goods receipts of by-products for the process order from process control using PI_CONS process messages.

Goods issues: If material components are to be backflushed, the system ignores the message, since the goods issue is automatically triggered by the order confirmation.

Goods receipts for by-products: Due to the negative reservation item of the material component, the system recognizes that the material is not an ingredient and automatically selects the correct movement type.

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Material Consumption Messages (II)

PPPI_PROCESS_ORDER

= requiredmessagecharacteristic

req.

PPPI_OPERATION

PPPI_PHASE

req.PPPI_MATERIAL

req.PPPI_BATCH

PPPI_STORAGE_LOCATION

PPPI_RESERVATION

PPPI_ RESERVATION_ITEM

PPPI_MATERIAL_CONSUMED

PPPI_UNIT_OF_MEASURE

PPPI_FINAL_ISSUE

PPPI_EVENT_TIME req.

PPPI_EVENT_DATE req.

req.

req.

PI_CONS process message category

You can post goods issues and goods receipts for by-products using a PI_CONS process message. The following data can also be determined from the order if necessary:

Reservation number and item: If these characteristics are not specified in the message, the system searches the order for a reservation item matching the material number as well as the operation or phase. If it cannot find an item there either, the system posts an unplanned goods issue for the order.

Batch number: If batch management is required for a material and the message does not specify a batch number, the system uses the batch number of the reservation item. If batch management is not required for a material and the message does specify a batch number, the system ignores the number.

Storage location: If no storage location is specified in the message, the system uses the storage location of the reservation item.

If the batch number and storage location have not been maintained in the reservation item either, the system sets the message status to Destination error and writes a corresponding entry into the message log.

When a goods movement is being posted, the system writes the number of the relevant material document into the message log.

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PI sheet

Confirmations for Process Orders

Times(start/end phase)ActivitiesResourcesQuantitiesHR data

ProcessmessageProcessmessage

Calc. of actual costs and update for orderReduction of capacity loadUpdate of order data (statuses, times, activities, quantities)

PI-PCS

manual

Processcontrol system

Confirmations for Phases and Secondary Resources

Confirmations are used to enter intra-enterprise activities that are performed for the order. Confirmations document the processing statuses of process orders, operations, phases and secondary resources.

Confirmations are created for phases and secondary resources. Since costing, scheduling and capacity planning are based solely on phase data and secondary resource data, no operations are confirmed.

The diagram shows which data can be confirmed and which business operations are executed as a result of completion confirmations.

You can execute completion confirmations manually using the relevant R/3 confirmation transactions or using process messages from the PI sheet or a process control system.

A completion confirmation allows backflush postings and an automatic goods receipt to be triggered.

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DurationActivities

Process Message CategoryProcessing startedProc. partially finishedProc. interruptedProcessing finished

Var. acty part. finishedVar. activity finished

Confirmation Procedure

Time event confirmationfor phase/secondary resource

Time ticket Time ticket confirmationconfirmationforfor phasephase//secondarysecondary resourceresource

PI_PHST Message on phase statusPI_SRST Message on secondary resource

PI_PHACT Message on activitiesPI_SRACT Mess. on activities (sec. resource)

PI_PHCON Time ticket conf. for phasePI_SRCON Time ticket conf. for sec. res.

You can create completion confirmations for phases and secondary resources.

You have the following two options for creating completion confirmations for a phase or secondary resource:

To confirm durations and activities, create a time ticket confirmation.

To confirm time events (for example, start and finish of processing), create a time event confirmation. With time event confirmations, the system calculates the confirmed duration internally. Origin 2 must be assigned to the parameters of event-dependent standard values. Event-dependent standard values can be confirmed as variable activities.

You can create confirmations as follows:

manually as part of order processing

by sending messages as part of Process Management

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Simplified Confirmation Procedure

Order header quantity PI_ORDCO Confirmation of process order

Process Message Category

Operation quantities

Confirmation for theentire process order

Collective entry forCollective entry forphases/secondary resourcesphases/secondary resources

If you create a confirmation for the order, the phases/secondary resources are confirmed according to the formulas defined for the standard values.

Quantity-dependent standard values of the phases/secondary resources are confirmed in relation to the proportion of the planned order quantity that is confirmed.

In the case of standard values that are not quantity-dependent, the confirmed values correspond to the planned values.

With the collective entry function, you can confirm the confirmation data for several phases and secondary resources of different orders at the same time. The standard values of the phases/secondary resources are confirmed in accordance with the assigned formulas.

Quantity-dependent standard values of the phases/secondary resources are confirmed in relation to the proportion of the planned operation quantity that is confirmed.

In the case of standard values that are not quantity-dependent, the confirmed values correspond to the planned values.

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PPPI_PROCESS_ORDER

Messages on Phase Statuses

= requiredmessagecharacteristic

req.

PPPI_OPERATION

PPPI_PHASE req.

PPPI_PHASE_STATUS

req.PPPI_YIELD_TO_CONFIRM

PPPI_UNIT_OF_MEASURE

PPPI_REASON_FOR_VARIANCE

PPPI_CONFIRMATION_SHORT_TEXT

PPPI_PHASE_RESOURCE

PPPI_PLANT_OF_RESOURCE

PPPI_EVENT_DATE req.

PPPI_EVENT_TIME req.

req.

PI_PHST process message category

You can use process messages on the phase status (message category PI_PHST) to confirm the following time events (statuses) for the phases of an order:

Start: Processing of the phase has been started. You also need to confirm this event when you continue processing a phase after it has been interrupted.

Finish: Processing of the phase has been finished.

Interruption: Processing of the phase has been interrupted.

Partial finish: Processing of the phase has not yet been finished but you want to confirm the yield obtained so far, for example.

The system records the confirmation number in the message log.

The time event determines whether you can also confirm the yield for a phase:

Start and interruption You cannot confirm a yield.

Partial finish: You can confirm a yield.

Finish: Yield is confirmed. If the message does not contain a yield, the system confirms the planned operation quantity.

If the resource you have used differs from the planned resource, you can confirm it with the Start time event.

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Messages on Secondary Resources

PPPI_PROCESS_ORDER

= requiredmessagecharacteristic

req.

PPPI_OPERATION

PPPI_PHASE req.

PPPI_SECONDARY_RESOURCE

req.PPPI_ SECONDARY_RESOURCE_STATUS

PPPI_ REASON_FOR_VARIANCE

PPPI_CONFIRMATION_SHORT_TEXT

PPPI_RESOURCE

PPPI_PLANT_OF_RESOURCE

PPPI_EVENT_DATE

req.

req.

req.

PPPI_EVENT_TIME

req.

PI_SRST process message category

You can use process messages to confirm time events for standard resources. Use the following message categories and destinations:

For confirmation of Message category Destination processing time events PI_SRST PI05 Time events for var. activities PI_SRACT PI11

The process messages for secondary resource confirmation are processed in exactly the same way as the corresponding message categories for phase confirmation.

For the Start time event, you can also confirm that you have used a different resource than planned. To do so, add the characteristics for the resource name and the plant of the resource in the process message.

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Messages on Activities

= requiredmessagecharacteristic

req.

PPPI_PROCESS_ORDER req.

PPPI_OPERATION

PPPI_PHASE

PPPI_STD_VALUE_PARAMETERS_ID

PPPI_ACTIVITY

PPPI_UNIT_OF_MEASURE

PPPI_ STATUS_CONFIRMED

PPPI_CONFIRMATION_SHORT_TEXT

PPPI_EVENT_DATE

req.

req.

req.

req.

req.

req.

PPPI_ EVENT_TIME

PI_PHACT process message category

You can use process messages in the PI_PHACT category to confirm activities for phases as part of a time event confirmation. The parameter must be defined in the standard value key that is assigned to the phase via the primary resource.

When creating this message, note the following :

In the message, specify the type of activity to be confirmed by entering the parameter ID of the corresponding standard value (PPPI_STD_VALUE_PARAMETER_ID characteristic).

In addition to the activity to be confirmed (PPPI_ACTIVITY characteristic), you can also confirm a short comment (PPPI_CONFIRMATION_SHORT_TEXT characteristic).

The system records the confirmation number in the message log.

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Messages on Activities (Secondary Resources)

PPPI_ PROCESS_ORDER

= requiredmessagecharacteristic

req.

PPPI_ OPERATION

PPPI_ PHASE

req.PPPI_SECONDARY_RESOURCE

req.PPPI_ STD_VALUE_PARAMETER_ID

PPPI_ACTIVITY

PPPI_UNIT_OF_MEASURE

PPPI_STATUS_CONFIRMED

PPPI_CONFIRMATION_SHORT_TEXT

PPPI_ EVENT_DATE

req.

req.

req.

req.

req.

req.

PPPI_ EVENT_TIME

PI_SRACT process message category

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Time Ticket Confirmations for Phases (I)

= requiredmessagecharacteristic

req.

req.

req.

req.

req.

PI_PHCON process message category

PPPI_ PROCESS_ORDER

PPPI_ PHASE

PPPI_ ACTIVITY_1

PPPI_ ACTIVITY_1_FINISHED

PPPI_ ACTIVITY_1_UNIT

PPPI_ ACTIVITY_6

PPPI_ ACTIVITY_6_FINISHED

PPPI_ACTIVITY_6_UNIT

PPPI_CONFIRMATION_SHORT_TEXT

PPPI_ EVENT_DATE

PPPI_ EVENT_TIME

.

.

.

You use PI_PHCON process messages to execute a time ticket confirmation. This means that you only need one process message from production to confirm all activities performed for a phase and the resource used.

You can confirm the following data:

Activities performed (for example, machine time, time and labor data, duration, or energy consumption)

Yield and scrap quantity, provided that the use of scrap has been defined for the order type

Resource

Prerequisite:

No time event confirmation has been created for the phase as yet.

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Time Ticket Confirmations for Phases (II)

PI_PHCON process message category

PPPI_ OPERATION

PPPI_ PHASE_ RESOURCE

PPPI_PLANT_OF_ RESOURCE

PPPI_POSTING_DATE

PPPI_SCRAP_TO_CONFIRM

PPPI_STATUS_CONFIRMED

PPPI_ UNIT_OF_MEASURE

PPPI_YIELD_TO_CONFIRM

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Time Ticket Confirmations for Secondary Resources (I)

= requiredmessagecharacteristic

req.

PI_SRCON process message category

PPPI_ PROCESS_ORDER

PPPI_ PHASE

PPPI_SECONDARY_ RESOURCE

PPPI_ ACTIVITY_1

PPPI_ ACTIVITY_1_FINISHED

PPPI_ ACTIVITY_1_UNIT

PPPI_ ACTIVITY_6

PPPI_ ACTIVITY_6_FINISHED

PPPI_ACTIVITY_6_UNIT

PPPI_CONFIRMATION_SHORT_TEXT

PPPI_ EVENT_DATE

PPPI_ EVENT_TIME

req.

req.

req.

req.

req.

You use PI_SRCON process messages to execute a time ticket confirmation for a secondary resource. This means that you only need one process message sent from production to confirm all activities performed for a secondary resource and the resource used.

You can confirm the following data:

Activities performed (for example, machine time, time and labor data, duration, or energy consumption)

Secondary resources

Prerequisite:

No time event confirmation has been created for the secondary resource as yet.

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Time Ticket Confirmations forSecondary Resources (II)

PI_SRCON process message category

PPPI_OPERATION

PPPI_PLANT_OF_RESOURCE

PPPI_POSTING_DATE

PPPI_ RESOURCE

PPPI_ STATUS_CONFIRMED

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Process Order Confirmations

= requiredmessagecharacteristic

req.

req.

req.

req.

req.

req.

PI_ORDCO process message category

PPPI_ PROCESS_ORDER

PPPI_ YIELD_TO_CONFIRM

PPPI_ UNIT_OF_MEASURE

PPPI_REASON_FOR_VARIANCE

PPPI_CONFIRMATION_SHORT_TEXT

PPPI_CLEAR_RESERVATIONS

PPPI_FINAL_CONFIRMATION

PPPI_END_DATE

PPPI_END_TIME

PPPI_ EVENT_DATE

PPPI_ EVENT_TIME

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Proc. order

Oper./phase

Mat. Comp.

CostsGoods receiptMaterial

Warehouse

Receipt (Goods Receipt)

Material document Accountingdocument

Update of stock quantitiesUpdate of stock values

For the finished product to be delivered to the warehouse, a goods receipt has to be created.

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Cost determination (material value assignment strategy)Update • Total stock of all valuated stocks(material) • Total value of all valuated stocks

• Moving priceUpdate • Confirmed quantity(order) • Confirmed end date

• Status (partially delivered/delivery completed)Credit posting to order

Proc.mess.cat.PI_PROD

manual

Goods receiptposting

Materialdocument

Account.document

Goods Receipt

PI sheet

Processcontrolsystem

PI-PCS

You can execute receipt postings for the process order manually using the relevant R/3 transactions or using process messages from the PI sheet or a process control system.

The diagram shows which business operations are executed as a result of goods receipt postings.

The goods receipt can also be posted automatically at the time of a confirmation (automatic goods receipt). However, you should not use this function if you are using Process Management because goods receipt postings result from process messages in this case.

The final delivery indicator indicates whether goods receipts are. This means that the open order quantity is zero and no more goods receipts are expected for this order.

Goods receipts of remaining purchase order quantities may still be posted but these postings no longer change the open on-order stock (open PO quantity) .

If you have already created a delivery with the final delivery indicator set to X but are expecting another delivery, you have to reset the inward delivery completed indicator.

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Goods Receipt Messages

= requiredmessagecharacteristic

req.

req.

req.

req.

req.

req.

req.

PI_PROD process message category

PPPI_ PROCESS_ORDER

PPPI_OPERATION

PPPI_PHASE

PPPI_MATERIAL

PPPI_BATCH

PPPI_STORAGE_LOCATION

PPPI_ORDER_ITEM_NUMBER

PPPI_ MATERIAL_PRODUCED

PPPI_ UNIT_OF_MEASURE

PPPI_DELIVERY_COMPLETE

PPPI_EVENT_DATE

PPPI_EVENT_TIME

PPPI_STOCK_TYPE

With PI_PROD process messages, a goods receipt is triggered for the process order.

In the case of a goods receipt, the following data can be determined from the order if it is not contained in the message. If the data is not contained in the order either, the message status is set to Destination error.

Order item: The system searches the order for an order item that matches the material number and operation or phase.

Batch number: If batch management is required for a material, the system uses the batch number of the order item. If batch management is not required for a material, the system ignores the batch number specified in the message.

Storage location: If the storage location is not specified in the message, the system uses the storage location specified in the order item.

When the system posts a goods receipt, it writes the number of the corresponding material document into the message log. If a termination occurs, the log specifies the reason for the error.

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Processed

Terminated

Ctrl recipeCtrl recipecompletedcompleted

Control Recipe Status and Order Status

Completecontrolrecipe

Maintaincontrolrecipe

SentSend

controlrecipe

Created

Ctrl recipecreated

Createcontrolrecipe

Discardcontrolrecipe

Discarded

Ctrl recipeCtrl recipediscardeddiscarded

Maintain proc.instructions,

release phases

Status message (message category PI_CRST)

Control recipe statusOrder status

Process order

Terminatecontrolrecipe

NEW phases:Maintain

proc. instruct.,release phases

The diagram shows the different statuses a control recipe can have and the corresponding statuses of the phases in the order. The meanings of the statuses are as follows:

Order status Control recipe created, control recipe status Created or Sent: The control recipe has been created. The corresponding phases are locked and cannot be changed.

Order status Control recipe discarded, control recipe status Discarded: The control recipe cannot be processed. It was discarded before it was executed. You can change the process instructions of the corresponding phases and then create a new control recipe.

Order status Control recipe finished, control recipe status Terminated: The execution of the control recipe has been started but cannot be completed. You can no longer change the corresponding process instructions. If you need a new control recipe, you can:

- create a new control recipe destination with the same address

- create new phases with corrected process instructions for this destination

- create a control recipe for theses phases

Order status Control recipe finished, control recipe status Processed: Execution of the control recipe has been completed. The corresponding phases remain locked.

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Messages on Control Recipe Status

= required message characteristicreq.

PI_CRST process message category

req.

PPPI_ PROCESS_ORDER

PPPI_CONTROL_RECIPE

PPPI_CONTROL_RECIPE_STATUS

PPPI_EVENT_DATE

PPPI_EVENT_TIME

req.

req.

req.

With process PI_CRST messages, the status of a control recipe and the status of the corresponding order are updated. You can confirm the following control recipe statuses:

Discarded The control recipe was sent but cannot be processed. It was discarded before it was executed.

Terminated Execution of the control recipe has been started but it cannot be completed.

Processed Execution of the control recipe has been completed.

Note:

In the PI sheet, the system creates the relevant status message automatically as soon as you complete the PI sheet (Processed status) or technically complete it (Discarded or Terminated status). For this reason, you must not define additional process instructions for PI sheets for requesting a message on the control recipe status.

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Picking and Material Identification

Process order

Note:

Note:

PI sheet for picking

PI sheet forproduction

Completeness check

Sequence check

Weighing systemor

Material identification

HU complete?

HUs in correct sequence?

?

PI_HUCNS GI posting of HUs PI_HUREC

XXXXXXXXXXX

Process messages

PI_HUREC

XXXXXXXXXXX

Process messages

Batchlog

Batchlog

Picking in HUs

Picking complete?

PI_HUSTG Material commission

With the dynamic function call Picking, you manually pack the batches or materials to be used from a PI sheet into handling units (packaging units or HUs). The batches required for the process order are weighed, filled or measued and packaged in handling units.

Batches can also be picked using an external weighing system.

Material identification is handled by dynamic function calls in the PI sheet and consists of the following elements:

Consistency check of the staged HUs

Sequence check of the staged HUs

Automatic goods issue posting (GI posting) after a successful completeness or sequence check.

Automatic transfer of data from the material identification to the batch log

Check for the completeness of the picking

The goods issue posting of the components is executed at HU level.

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= required message characteristicreq.

Messages for Batch Creation

req.

PPPI_ PROCESS_ORDER

PPPI_BATCH_NEW

PPPI_MATERIAL

PPPI_ PLANT_OF_BATCH

PPPI_ORDER_ITEM_NUMBER

req.

req.

PI_BT_CR process message category

PPPI_ EVENT_DATE

PPPI_ EVENT _TIME

You can request process messages for creating batches using process instructions from the process control system or the PI sheet.

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= requiredmessagecharacteristic

req.

Messages for the Assignment of Values to Batch Characteristics

req.

req.

req.

PI_BT_CL process message category

PPPI_ PROCESS_ORDER

PPPI_BATCH

PPPI_BATCH_CHARAC_NAME

PPPI_ BATCH_CHARAC_VALUE

PPPI_MATERIAL

PPPI_PLANT_OF_BATCH

PPPI_ORDER_ITEM_NUMBER

PPPI_EVENT_DATE

PPPI_EVENT _TIME

req.

req.

req.

You can request process messages for assigning values to batch characteristics using process instructions from the process control system or the PI sheet. For example, you can define a process data request to request a process message for a certain characteristic of the batch produced.

This may be useful if a characteristic does not have to be created in quality management (QM). In the case of characteristics that are taken into account in the quality inspections during production, you should transfer the inspection results from QM to the batch instead.

The batch containing the characteristics to which you want to assign values must have been created in the system.

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Messages on Inspection Characteristics (Summarized Measured Values)

= requiredmessagecharacteristic

req.

req.

req.

req.

req.

Process message category PI_QMSMR

PPPI_ PROCESS_ORDER

PPPI_OPERATION

PPPI_PHASE

PPPI_ INSPECTION_LOT

PPPI_ INSPECTION_CHARACTERISTIC

PPPI_ INSPECTION_RESULT

PPPI_ NUMBER_OF_ INSPECTIONS

PPPI_ INSPECTION_SHORT_TEXT

PPPI_ STANDARD_DEVIATION

PPPI_ UNIT_OF_MEASURE

PPPI_ EVENT_DATE

PPPI_ EVENT_TIME

req.

req.

You can use process messages of category PI_QMSMR to confirm the results of the inspections that are performed during production to QM. The following requirements must be met:

Inspection data is maintained in the material master and the master recipe.

An inspection lot has been created for the order.

The inspection result is a summarized measured value.

If the inspection data has been maintained in the material master and the master recipe, the inspection lot is automatically created when you release the order.

The process message must contain either the operation number or the phase number. Otherwise, it cannot be assigned to an inspection characteristic in the inspection lot.

The confirmed data, that is, the inspection results, the number of inspections and the short text for the inspection are available as default values within QM results recording.

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You are now familiar with the important predefinedprocess message categoriesin the standard SAP System.

Process Messages in the Standard SAP System:Summary

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Process instruction types

Structure of process instructions

Process instruction categories and characteristics

Process Instructions - Structure and Settings

Contents:

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Process Instructions - Structure and Settings:Course Objectives

At the conclusion of this unit, you will be able to:

List the various process instruction typesOutline the structure of process instructionsDefine process instruction categories in CustomizingMaintain process instructions in the master recipe and the process order

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Overview Diagram 6

Data Transfer Between Applications

Decentralized Process Management

Process Instructions –Generation

PI Sheet –Process Instructions

PI Sheet –Elements and Functions

Control Recipes –Settings and Processing

Process Messages -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages –Processing

Process Messages -Structure and Settings

Course Overview

Introduction

66

SAP OPC Data AccessProcess Instructions for Process Control Systems

11

22

33

44

55

99

1010

1111

1212

1313

1414

88

77

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Process order Process controlProcess Management

Transferring Data to Process Control

OperationsOperationsOperations

PhasesPhasesPhases

Processinstructions

Control recipedestinations

PI sheet

Processcontrol systems

Header

PI-PCS

Controlrecipes

Information that is relevant to process control is stored in the process order in the form of process instructions that are assigned to the phases of the order.

The process instructions are grouped together in control recipes for the control recipe destinations that are defined in the process order.

You can create control recipes for:

Process control systems in automated production lines

Process operators in manually operated production lines

In the latter case, the control recipe is displayed in natural language in the form of an R/3 PI sheet that can be maintained by the process operator.

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Process Instruction Types (Overview)

Processinstruction

types

Process parameter

Process data request

Process message subscription

Inspection results request

Dynamic function call

Process data calculation formula

Sequence definition

R/3 internalPI sheet

PI-PCSinterface

R/3 internalPI sheet

Universal process instructioncategory

There are different types of process instructions for conveying different kinds of information.

You can use the following process instruction types in control recipes for process control systems that are transferred using the PI-PCS interface:

Process parameters

Process message requests

Process message subscriptions

You can use the following process instruction types in control recipes for the R/3 PI sheet:

Universal process instruction category (for browser-based PI sheets only)

Process parameters

Process message requests

Process data calculation formulas

Inspection results requests

Dynamic function calls

Sequence definitions

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Process Management

Process Instruction Types for Process Control Systems

Processcontrol

MessagesMessage(s)

Controlinformation

andnotes

Requiredactual data

Process messagerequest

Processparameters

Processmessage

subscription

Events tobe reported

You use process parameters to transfer information to process control.

You use a process message request to specify that process control is to send a process message containing actual data for a process. The request contains the following information:

the message category of the message to be sent

the information that is to be contained in the message

You use a process message subscription to specify that process control is to send a process message every time a specific event, such as a goods receipt, takes place. You specify the following information:

the message category of the message to be sent

the information to be conveyed in the message

You cannot use process message subscriptions for PI sheets.

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Processparameter

Type 1

Proc. messagerequestType 2

Dynamic func.call

Type 6

Inspectionresult request

Type 5

Proc. datacalc. formula

Type 4

PI sheet Message(s) Message

QMFunct. module

Controlinformation

andnotes

Functionto becalled

Operations/phases for

which inspectionresults are

to becreated

Process ManagementSequencedefinition

Type 7

Precedingphase

Requiredactualdata

Requiredformularesults

Process Instruction Types for the PI Sheetfor ABAP list-based PI sheets (all releases)and browser-based PI sheets (as of Release 4.6C)

In the case of manually operated plants, a process parameter contains texts with control information for the process operator.

You use a process message request to specify that one or more process messages containing actual data entered in the PI sheet are to be sent.

You use a process data calculation formula to specify that a value is to be calculated in the PI sheet and sent in a process message.

You use an inspection results request to specify that inspection results are to be recorded for one or more operations/phases during the execution of a process order. You call the results recording for operations or phases directly from the PI sheet.

A dynamic function call enables the process operator to call an R/3 function module while processing the PI sheet. In this way, a dialog can be started or data can be queried from internal or external applications, depending on the function module used.

You use a sequence definition to specify that a phase in the PI sheet cannot be processed until the preceding phase has been completed. In the PI sheet, the process instructions of the phase remain inactive until all required messages have been created for the process instructions of the preceding phase.

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Process Instruction Type 0 Universal Process Instruction

Universal process instructionType 0

PI sheet Message(s) Message

QMQMFunct. module

Controlinformation

andnotes

Functionto becalled

Operations/phases for

which inspectionresults are

to becreated

Precedingphase

Requiredactualdata

Requiredformularesults

as of Release 4.6Cfor browser-based PI sheets

Process Management

The advantage of universal process instructions compared to process instructions of types 1 to 7 is that they support all functions of the other process instruction types.

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Structure of a Process Instruction

Process instructioncharacteristics

Characteristic values

0010

Sortnumber

0020

0030

0040

Value x

Value y

Value z

Value p

A

Characteristic 1

Characteristic 2

Characteristic 3

Characteristic 4

A = Value can be assigned automatically in the process order

Process instruction ABC, type XYZ

Process instructions are structures used to transfer data or instructions from PP-PI to process control. They are assigned to the phases of the master recipe and the process order.

Process instructions are defined by the user according to the requirements of the target system in question.

By assigning characteristics and characteristic values, you specify:

The information in a process instruction that is to be transferred or requested, for example, the order number, a control instruction or the status of a control recipe

How the requested data is to be processed (for example, a specific value is to be confirmed by process control) and which message category is to be used for this purpose

You can use the same characteristic more than once in a process instruction. You can use sort numbers to specify the sequence of the characteristics in the process instruction.

The characteristics together with their formats and value ranges are predefined in Customizing. Depending on the format, the characteristic value can be a date, time, numeric or alphanumeric key, short text, long text, or message characteristic key.

If you have assigned a function or table for automatic value assignment to a characteristic in Customizing, the characteristic value is assigned automatically when the control recipe is created.

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Process Instruction Category - Control Instruction

Customizing Process order/master recipe

A = Value can be assigned automatically in the process order

Char. 1Char. 2

Char. 3

Char. 4

Char. 5

Char. 6

Char. 8Char. 7

A

Value AValue B

Value C

AValue DValue E

Char. 1Char. 3

Char. 4

Char. 6

Char. 7

Char. 8Char. 9

A

Value A

Value D

Value M

Value F

Value G

A

Value L

Process instruction cat. 0010, type 2, cat. Y

Process instruction cat. Y, type 2

Process instructions are predefined in Customizing using process instruction categories. The process instruction category specifies:

The type of process instruction

The characteristics contained in a process instruction, that is, the information it conveys

When you create a process instruction in a master recipe or process order, you must specify a process instruction category. The instruction type as well as the characteristics and characteristic values defined in the instruction category are copied to the process instruction.

When you create a process order from a master recipe, the process instructions are copied into the process order from the master recipe.

In the master recipe, you can change and add process-specific data. In the process order, you can change and add data that is valid for the production run in question. You can make the following changes:

Delete or add characteristics

Change or add characteristic values

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Characteristics for Process Instructions

Release forprocess

instructionsCharacteristics Process instructions

C2

C3

C6

Group 1

C1

C5

C4

C9

Group 2

Group 3

Proc. instruction A

C2

C8

Proc. instruction C

C3

C6

Proc. instruction B

C7

C6

C7

C8

You create characteristics in Customizing and combine them in groups.

To be able to assign characteristic to process instructions, you must first release the characteristic group for use in process instructions.

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Process Instructions

Master recipe/process order

Proc. instruction categories

Customizing

PIAssistant

Create/Maintain

Process Instruction Assistant

PIcharacteristics

overview

You can use the Process Instruction Assistant to maintain process instructions and process instruction categories for R/3 PI sheets (except in the case of process instruction type 0, universal process instruction category).

The Process Instruction Assistant offers specific selection screens and prompts for each process instruction type to guide you through the definition of a process instruction. The specifications in the Process Instruction Assistant focus only on content and do not require any knowledge of process instruction characteristics and how they are used. The system creates the characteristic structure of the process instruction when you exit the Assistant.

You can use the Process Instruction Assistant as follows:

To define process instruction categories in Customizing

To define process instructions in the master recipe and process order

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Customizing for Process Instructions

Create characteristics

group

Releasecharacteristicsgroup for use

in process instructions Create

characteristic

1.31.31.11.1

1.21.2

Assign characteristic to characteristics group1.41.4

Createprocess

instructioncategory

22

Assigncharacteristics

to process instructioncategory

33

The graphic shows the steps you need to follow to define a process instruction category in Customizing.

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Process Instructions - Structure and Settings:Summary (1)

You use process instructions to specify whichinformation is to be transferred to process control andwhich information is to be reported from process control.

You allocate process instructions to the phases of the master recipe and the process order. The system bundles these into control recipes and transfers themto process control.

In R/3, you can use different types of processinstructions to convey different types of information.

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Process Instructions - Structure and Settings:Summary (2)

You define the information to be transferred by assigning characteristics and characteristicvalues to process instructions.

Process instructions are predefined in Customizingusing process instruction categories.However, you can change the settings in the master recipe and process order.

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Exercises

Unit: Process Instructions - Structure and Settings

• Customizing: Process instruction categories

• Master recipes and process orders: Maintaining process instructions

Process instruction categories in Customizing 1-1 In Customizing, release the SCM344-## characteristics group for use in process

instructions.

1-2 Analyze process instruction category MEAS-2 in Customizing. Note which characteristics already have values assigned to them and which characteristics can have values assigned to them automatically.

Creating and maintaining process instructions in the master recipe and process order 1-3 Access master recipe 10 of recipe group T-EX1## in change mode.

Note: The T-EX1## recipe group has been created for all course participants. Recipe 1 is the recipe you are going to maintain in this training course.

Recipe 20 has already been maintained as described in the exercises in the course and can be called up for the purpose of comparison.

Go to the process instruction overview for phase 0220 and create a process instruction in the MEAS-2 category between the INSTR_0 and PHSTF process instructions. Go to the characteristic overview and assign the value °C to the characteristic PPPI_UNIT_OF_MEASURE (unit of measure), which appears twice. Assign the value 100 to the characteristic MEASURED_VALUE, which also appears twice. Simulate the PI sheet for phase 0220.

Save the master recipe.

1-4 Material T-FDA## has been assigned as a product to your master recipe T-EX##. Create a process order for this material (plant 1100, process order type PI01, total quantity: for example, 500 l, scheduling type: Current date).

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1-5 Go to the operation overview and display the process instructions for phase 0022. Go to the characteristic overview for the MEAS-2 process instruction.

Note again which characteristics of the process instruction can have values assigned to them automatically.

Manually assign the entry Device-## as a value to the PPPI_SOURCE characteristic.

1-6 Answer the following question: Why is it not possible to manually assign a value to the PPPI_PROCESS_ORDER characteristic?

____________________________________________________________

You do not have to Save the order.

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Solutions

Unit: Process Instructions - Structure and Settings

Process instruction categories in Customizing 1-1 Customizing:

(...) → Process Management → Process Instructions → Process Instruction Characteristics → Define Characteristics Groups for Process Instructions

Choose Release for Process Instructions (plant 1100).

Choose New entries.

Chars Grp: SCM344-##

Choose Save. 1-2 Customizing:

(...) → Process Management → Process Instructions → Define Process Instruction Categories (General) (plant 1100)

Select the MEAS-2 process instruction and double-click Characteristics/Process Instruction Category in the dialog structure.

Examples for value assignment: The value for the PPPI_PROCESS_ORDER characteristic is assigned automatically, while the value for the PPPI_INPUT_REQUEST characteristic has been manually assigned with the text "Measured value 1 (actual) ".

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Creating and maintaining process instructions in the master recipe and process order 1-3 Changing master recipes:

SAP menu: Logistics → Production – Process → Master Data → Production Versions

Enter plant 1100 and task list group T-EX1## as the selection conditions.

Press Enter and select production version 0001 for material T-FDA##.

Press the Recipe button to go to the current key date.

Select phase 0220 and click the Process Instructions icon.

Create a process instruction in the category MEAS-2 between the INSTR_0 and PHSTF process instructions.

Select this process instruction and click the Process Instr. Details icon. Enter the value °C for both instances of the PPPI_UNIT_OF_MEASURE characteristic (unit of measure). Enter the value 100 for both instances of the MEASURED_VALUE characteristic.

Simulating the PI sheet: In the operation overview for phase 0220, click the Simulate PI sheet icon.

Exit the simulation and Save your master recipe.

1-4 SAP menu: Logistics → Production – Process → Process Order→ Process Order→ Create→ With material

1-5 Choose Operations. Select phase 0220 and press the Process Instructions button.

Select the MEAS-2 process instructions and click the Process Instruction Details icon.

The A indicator is set for process instruction characteristics to which values are assigned automatically.

Enter Device-## as the value for the PPPI_SOURCE characteristic.

1-6 You cannot manually assign a value to characteristic PPPI_PROCESS_ORDER because manual value assignment was excluded in the definition of this characteristic. The Only automatic indicator is set in the additional Process Management data for this characteristic. Values can only be assigned automatically to this characteristic in the process order.

You do not have to Save the order.

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Process Instructions for Process Control Systems

Sample scenarios

Process instruction types for process control systems

Contents:

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Process Instructions for Process Control Systems:Course Objectives

Name the process instructions types available forcommunicating with process control systems andexplain their use with the help of examples

At the conclusion of this unit, you will be able to:

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Overview Diagram 7

Data Transfer betweenApplications

Decentralized Process Management

Process Instructions -Generation

PI Sheet –Process instructions

PI Sheet –Elements and Functions

Control Recipes - Settings and Processing

Process Instructions -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages -Processing

Process Messages -Structure and Settings

Course Overview

Introduction

77 SAP OPC Data AccessProcess Instructionsfor Process Control Systems

11

22

33

44

55

66

99

1010

1111

1212

1313

1414

88

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Process Instruction Types for Process Control Systems

Process Management

Processcontrol

MessagesMessage(s)

Controlinformation

Requiredactual data

Process datarequest

Processparameters

Processmessage

subscription

Events tobe reported

You use process parameters to transfer information to process control.

Using a process data request, you specify that process control is to send a process message with actual data to a process. The data request contains the following information:

The message category to be used

The information to be transferred in the message

Using a process message subscription, you specify that the process control is to send a process message every time a specific event (such as a goods receipt, for example) takes place. It contains the following information:

The message category to be used

The information to be conveyed in the message

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Simple Scenario - Example

Processcontrol

Process order

Process parameters:• Control sequence to be executed• Parameters for control sequence

Control recipe:

Phases:1010 Dose1020 Mix1030 Discharge

• on control recipe status• on phase status• on mat. consumption• on material production• on measured value• on inspection results

Process messages

R/3PP-PI

Material components

Resources

Control sequence

The graphic shows an example of how data can be transferred between PP-PI and the process control in a simple process.

Since the process flow in the sample scenario only allows for a small number of variants, it can be represented on the control side using relatively fixed algorithms which can be set up using only a small number of parameters.

In the control recipe, PP-PI transfers information about which control algorithms must be executed as well as the parameters to be used here. The resources and materials to be used are always the same and therefore do not need to be specified further.

The process messages to be transferred by the process control to PP-PI are not defined in the control recipe. Instead, the messages to be created and sent are defined when you execute a control algorithm on the control side.

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Complex Scenario - Example

Processcontrol

Process order

Process parameters:• General order data• Material components• Phase to be executed• Resource to be used• Parameters for phase

Control recipe:

Phases:1010 Dose 2010 Fill1020 Mix 2010 Dose1030 Discharge 2020 Mix

• on control recipe status• on phase status• on goods issue• on goods receipt

Process messages

R/3PP-PI

Material components

Resources

Process messagesubscription:

• New control recipe status• New phase status• Goods issue• Goods receipt Data requests:

• Required measured value• Required inspection result

• on measured value• on inspection results

Mix control sequence Dose control sequence

Charge control sequence Resources Materials

The graphic shows an example of how data can be transferred between PP-PI and process control in a complex process.

The process control system used in this example not only contains a number of control sequences but also resource and material data. You can configure the control sequences flexibly, thus enabling the production of a large number of variants.

In the control recipe, PP-PI transfers information about the phases (control sequences) that are to be executed and information about the resources and materials to be used. It also transfers other phase-related parameters, if required.

In addition to the process parameters, the control recipe contains process message subscriptions and process data requests, which specify the messages and the characteristics that are to be sent when you execute the control recipes. The process control system generates the required messages and specifies these for transfer to PP-PI.

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Process Parameters for Process Control Systems -Example

A = Value can be assigned automatically in the process order

AREAD1 process instruction cat., type 1

Process instruction characteristics

Characteristic values

APPPI_MATERIAL

0060

300-140

PPPI_MATERIAL_ITEM

PPPI_MATERIAL_SHORT_TEXT

PPPI_OPERATION

PPPI_UNIT_OF_MEASURE

A Hydrochloric acid

A 1000

A kg

PPPI_PHASE

PPPI_MATERIAL_QUANTITY

A 1010

A 2,300.00

You can use the Process parameter process instruction to send information about materials and material quantities that are contained in the material list of the process order to a process control system.

The graphic shows an example of this type of process parameter.

The values of the process instruction characteristics used in the process parameter can be copied from the material list of the process order by automatic characteristic value assignment.

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Process Parameters for Process Control Systems -Example

A = Value can be assigned automatically in the process order

AREAD1 process instruction, type 2

Process instructioncharacteristics

Characteristic values

PPPI_DATA_REQUEST_TYPE Simple data request

PPPI_MESSAGE_CATEGORY

PPPI_PROCESS_ORDER

PPPI_DATA_POINT_NAME

PPPI_REQUESTED_VALUE

PPPI_REQUESTED_VALUE

DPREAD

A Y-300/PCS1

PPPI_REQUESTED_VALUE

PPPI_UNIT_OF_MEASURE

PPPI_OPERATION

PPPI_PHASE

DENSITY_READ

PPPI_DATA_POINT_VALUE

PPPI_EVENT_DATE

PPPI_EVENT_TIME

kg/m3

A 1000

A 1030

AREAD1 process instruction cat., type 1

You can use a Process data request process instruction to specify that the process control system is to report a certain measured value.

The graphic shows an example of a process data request where a message about the material density is required. The process data request contains the following information:

The information that only one message is expected (simple data request)

The message category that is to be used to confirm the value

Information that is already contained in the process instruction and can be copied directly to the process message (such as order number, data point, and unit of measure)

A list of the characteristics that are to be assigned values by the process control system and included in the process message.

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Process Data Request – Process Message

AREAD1 process instruction cat., type 2

DENSITY_READ

DATA_REQUEST_TYPE

MESSAGE_CATEGORY

PROCESS_ORDER

REQUESTED_VALUE

REQUESTED_VALUE

UNIT_OF_MEASURE

OPERATION

PHASE

DATA_POINT_NAME

Process message (DPREAD)

DENSITY_READ

PROCESS_ORDER

DATA_POINT_VALUE

EVENT_TIME

UNIT_OF_MEASURE

OPERATION

PHASE

DATA_POINT_NAME

DATA_POINT_VALUE

SIMPLE

DPREAD

Y-300/PCS1

1030

1000

kg/m3

EVENT_TIME

Y-300/PCS1

1030

1000

kg/m3

1000

15:26

assign values in proc. instructionsassigned values by proc. control sys.

Message characteristics:

REQUESTED_VALUE EVENT_DATEEVENT_DATE 05.04.2004

The graphic shows how the process data request in the previous graphic is related to a message created for it:

The message category used for the message is DPREAD, as specified in the data request.

The data already contained in the data request, such as the order number, data point and unit of measure is copied to the process message.

The remaining characteristics selected as required actual data (REQUESTED_VALUES) in the data request were assigned values by the process control system and included in the process message.

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Process Message Subscription for Process Control System - Example

A = Value can be assigned automatically in the process order

ACONS_1 process instruction cat., type 3

Process instructioncharacteristics

Characteristic values

PPPI_MESSAGE_CATEGORY PI_CONS

PPPI_PROCESS_ORDER

PPPI_REQUESTED_VALUE

PPPI_REQUESTED_VALUE

PPPI_REQUESTED_VALUE

PPPI_REQUESTED_VALUE

A Y-300/PCS1

PPPI_REQUESTED_VALUE

PPPI_REQUESTED_VALUE

PPPI_REQUESTED_VALUE

PPPI_PHASE

PPPI_MATERIAL

PPPI_EVENT_DATE

PPPI_EVENT_TIME

PPPI_MATERIAL_CONSUMED

PPPI_OPERATION

PPPI_UNIT_OF_MEASURE

You can use a Process message subscription process instruction to specify that the process control system is to send a message whenever a material has been consumed.

The graphic shows an example of this type of process message subscription. The process message subscription contains the following information:

The message category that is to be used to report the data

The order number, which is already contained in the process instruction and can be copied directly to the process message

The list of characteristics that are to be assigned values by the process control system and included in the process message.

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Process Message Subscription – Process Message

ACONS_1 process instruction, type 3

MESSAGE_CATEGORY

PROCESS_ORDER

REQUESTED_VALUE

REQUESTED_VALUE

PI_CONS process message

1000

PROCESS_ORDER

PHASE

EVENT_DATE

EVENT_TIME

MATERIAL_CONSUMED

UNIT_OF_MEASURE

OPERATION

MATERIAL_CONSUMED

PI_CONS

Y-300/PCS1

OPERATION Y-300/PCS1

kg

2321

15:26

1010

05.04.2000

assign in process instructionsassigned by process control system

Message characteristics:

REQUESTED_VALUE PHASE

MATERIAL 300-120

MATERIAL

REQUESTED_VALUE

REQUESTED_VALUE EVENT_DATE

EVENT_TIME

UNIT_OF_MEASURE

REQUESTED_VALUE

REQUESTED_VALUE

The graphic shows how the process message subscription of the previous graphic is related to a process message created for it:

The message category used for the message is PI_CONS, as specified in the process message subscription. The message category tells the process control system which event it must report.

The order number contained in the process message subscription was copied to the process message.

The remaining characteristics selected as required actual data (REQUESTED_VALUES) were assigned values by the process control system and included in the process message.

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Process Instructions for Process Control Systems:Summary

You can use the process parameter, process data request, and process message subscription process instruction types for communication with automated control systems.

Depending on the complexity of your process, you may have to create more parameters in addition to the control sequence to be executed, as well as process data requests and message subscriptions for the required process messages.

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Exercises

Unit: Process Instructions for Process Control Systems

• Sample scenario for using process instructions for process control systems

1-1 Display master recipe 5 of the COLORS recipe group.

Recipe 5 of the COLORS recipe group describes a manufacturing process for producing Y-300 paint. This manufacturing process is divided into 4 operations that each contain several phases. The entire process is controlled by exactly one process control system, which means that the same control recipe destination is assigned to all phases, and exactly one control recipe is created.

Which control recipe destination is assigned to the phases? ________________________________________________

1-2 Check the process instructions assigned to the recipe phases. Try to interpret the contents of the process instructions, particularly in relation to the required message categories, by displaying the process instruction characteristics.

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Phase Proc. Inst. PI Type Contents/Message Requested

1020

1030

2010

2010

2030

2030

3020

4010

4010

1-3 Display control recipe destination 02 in Customizing. What type of control recipe destination is this? _________________________________________

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Display the process instructions to be generated automatically for this control recipe destination.Create a second Customizing session to find out which functions have the relevant process instructions.

Proc. Inst. Description PI Type Function

If required, see the solutions for this exercise.

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1-4 Open a process order in plant 1100 for material Y-300. Use order type PI01 and select an order quantity of 10,000 kg. Do not save the order. Do not release the order. Do not create a control recipe. Use the corresponding process order function to generate the process instructions for the control recipe destination. Analyze the process instructions for the individual phases. In particular, compare the process instructions generated for the first 1010 phase with the corresponding settings for the control recipe destination. Compare the structure of the process instruction for the order with the information on the 'Complex Scenario - Example' page of your training materials. Exit your order without saving it.

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Solutions

Unit: Process Instructions for Process Control Systems

1-1 SAP menu: Logistics → Production – Process → Master Data → Master Recipes → Recipe and Material List → Display

Recipe group COLORS Recipe: 5

Enter Control recipe destination 02 (= Proc. Control Sys. 1) is assigned to the phases.

1-2 Check the process instructions:

Highlight the corresponding phases and select the Process instructions icon. Select a process instruction in each case, choose the Details for process instruction icon and interpret the contents of the process instructions based on the characteristics used there.

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Phase Proc. Inst. PI Type

Contents/Message Requested

1020 APHPAR_1 1 A mixing time of 15 minutes is to be set.

1030 AREAD1 2 The value measured in a density reading is requested and is to be sent to PP-PI using a DPREAD message category.

2010 APHPAR_1 1 The pH target value to be set is transferred with tolerance limits.

2010 AREAD1 2 The actual pH value is requested and is to be sent to PP-PI using a DPREAD message.

2030 APHPAR_1 1 The pH target value to be set is transferred again with tolerance limits.

2030 AREAD1 2 The actual pH value is requested again and is to be sent to PP-PI using a DPREAD message.

3020 AREAD2 2 The cooling process temperatures are to be recorded using DPREAD messages that are requested repeatedly.

4010 APHPAR_1 1 The target temperature of 65°C to be set is transferred with tolerance limits.

4010 AQMSMR_1 2 A PI_QMSMR message is to be used to send an inspection result to the inspection lot.

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1-3 Customizing:

(...) → Process Management → Control Recipes/PI Sheets → Control Recipe Destination → Define and Set Up Control Recipe Destination (for plant 1100)

Type of control recipe destination: 2 Download to an external system, initiated by R/3 Process Management. Select control recipe destination 02 and double-click the Process instructions to be generated dialog structure.

Create a second session: To do this, choose System → Create session.

In this second session, go to Customizing and choose (...)→ Process Management → Process Instructions → Define Process Instruction Categories (General). Analyze each process instruction to be generated for control recipe destination 02.

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Proc. Inst. Description PI Type

Function

AORD_1 Data for the process order

1 The order number, resource network and plant are transferred as parameters.

AMAT_1 Material assignment

1 The material numbers with actual quantities are transferred as parameters for all reservations and order items.

ACRST_I Changes in control recipe status

3 A PI_CRST message is to be sent whenever the control recipe status changes.

APHST_I Changes in phase status

3 A PI_PHST message is to be sent whenever the phase status changes.

APROD_1 Goods receipt 3 The material received and the quantity received are to be reported for each material receipt.

ACONS_1 Material consumption

3 The material withdrawn and the quantity withdrawn are to be reported for each material withdrawal.

APHASE_1 Phase data 1 The information specifying which phase is to be executed using which control sequence on which resource is to be transferred as a parameter.

Notes: The first two process parameters (AORD_1 and AMAt_1) are generated at the beginning of the control recipe when the control recipe is created. The characteristics here are assigned automatically.

The ACRST_I, APHST_I, APROD_1 and ACONS_1 process message subscriptions are also generated at the beginning of the control recipe when the control recipe is created. The characteristics of the corresponding messages are mainly assigned by the process control system.

The APHASE_1 process parameters are generated for each phase when the control recipe is created. The values are automatically assigned to the characteristics.

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1-4 SAP menu: Logistics → Production – Process → Process Order → Process Order→ Create → With Material Generating process instructions: Process Order → Functions→ Control recipe → Generate Process Instructions automatically

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Control Recipes - Settings and Processing

Creating control recipes

Control recipe destinations

Sending control recipes

Monitoring control recipes

Contents:

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Control Recipes - Settings and Processing:Course Objectives

Describe how process instructions are combined with control recipes

Create a control recipe destination in Customizing

Send control recipes

Use the control recipe monitor, the control recipe status and the relevant logs to monitor the processing of control recipes.

At the conclusion of this unit, you will be able to:

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Overview Diagram 8

Data Transfer betweenApplications

Decentralized Process Management

Process Instructions -Generation

PI Sheet –Process instructions

PI Sheet –Elements and Functions

Control Recipes - Settings and Processing

Process Instructions -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages -Processing

Process Messages -Structure and Settings

Course Overview

Introduction

88

SAP OPC Data AccessProcess Instructionsfor Process Control Systems

11

22

33

44

55

77

66

99

1010

1111

1212

1313

1414

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Process Management

Creating and Sending Control Recipes

AutomatedManually operated

Dis-charge

Fill Reac-tion

Dis-charge

Reac-tionFill

PI sheet

Processcontrol system

PI sheet

Control recipes to destination:

Processcontrol

Operation 1

Phase23

Phase22

Phase21

Phase12Phase 11 Phase

13

Operation 2

Proc.instr.Proz.-Vorg.Proz.-Vorg.Proc.instr.

Proc.instr.Proz.-Vorg.Proz.-Vorg.Proc.instr.

Proc.instr.Proz.-Vorg.Proz.-Vorg.Proc.instr.

Proc.instr.Proz.-Vorg.Proz.-Vorg.Proc.instr.

Proz.-VorgProz.-VorgProz.-VorgProc.instr.

Proc.instr.Proz.-VorgProz.-VorgProc.instr.

SR1 SR2SR1Phase22 SR2 SR2

Process control systemSR2

SR2

SR1

Text

After a process order or the relevant phases have been released, the process instructions maintained in the order are bundled into control recipes and downloaded to process control. The control recipe destinations maintained in the process order specify which control type is to carry out a specific control recipe.

You assign control recipe destinations to the phases of the process order. These destinations are assigned solely from the perspective of process control techniques and are therefore independent of the subdivision of operations into phases which is done from a planning point of view.

Example: Discharging a vessel and filling the next vessel are phases that belong to different operations. However, they are often assigned to the same control recipe destination because their execution is interdependent. For this reason, they are to be controlled by the same system or process operator.

Process Management creates exactly one control recipe for each control recipe destination of a process order. A control recipe can only be created if all the phases involved have been released. Once a control recipe has been created, you can no longer change the process instructions of the corresponding phases in the order.

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Control Recipe Destinations - Structure

Control recipe destinations

Type Transfer to ABAP list-based PI sheet

M2Download to external systeminitiated by SAP process managementinitiated by external process control

Address Operating groupRFC destination of process control system

Process instructions to be generated

Assignment ofinstr. categories Process instr. categories for specific PCS (input help)

Transfer to Browser-based PI sheet

Details for thePI sheet category Signature, signature strategies and logging

You define control recipe destinations in Customizing. The control recipe destination specifies:

The destination the control recipe is to be transferred to (for example, an operating group that maintains PI sheets or a specific process control system)

How the data is to be transferred (for example, initiated by R/3 or the process control system)

The process instructions to be generated automatically if a control recipe is created for a destination

For destinations whose control recipes are to be displayed as an R/3 PI sheet, you can also:

Activate and define the digital signature to specify whether signature strategies are required for particular processing steps

Activate a log for particular process steps

If a control recipe destination is an external system, you can assign the process instruction categories defined for this system to the destination. When you maintain process instructions for a control recipe destination in the master recipe or the process order, the system only offers those process instruction categories that are assigned to the control recipe destination as possible entries.

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PI Sheet Destinations Type: Details

Plant 1100

Ctrl rec. destin. 11

Destination type 4

Address Group 11

Simple password checkDigital signature

Sign.strategy for input valid.

Sign.strategy for process steps

PI sheet

Activate/deactivate

Remove locks/lock

Logging in PI sheet

PI_VALID

Complete

Value entry

with dig. sign.

with dig. sign.

no log

w/out signature

SignStrategie

SignStrategie

SignStrategie PI_COMPL

SignStrategie

The following types of signatures are supported in the PI sheet:

Signature without password check:

You do not need a special authorization to enter this type of signature in the PI sheet. The system does not check the signature you entered.

Signatures with a simple password check (for type 1 ABAP list-based PI sheet only):

In this case, you must enter a user name as the signuture and an application-specific password in the PI sheet.

You assign plant-specific user passwords in Customizing for the control recipe destination.

Digital signatures:

This type of signature enables the unique and forgery-proof identification of a user as well as a log of the signed operation.

There are two signature methods: System signature using autorization by R/3 user and R/3 password and User signature with external security system (for example, a card reader).

Digital signature strategies may be requested for certain activities.

You can activate the logging of particular operations for the browser-based PI sheet.

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tRFC

Process control system 1

Customizing for Control Recipe Destination

Address = PCS1Address = PCS1

Type = To ext. syst.initiated by SAPType = To ext. syst.initiated by SAP

Destination: System 1

Control recipesControl recipes

PLS1 RFC destination Process control system 2

PLS2 RFC destination

tRFC

External System Destination Type

Address = PCS2Address = PCS2

Type = To ext. syst.initiated by ext. sys. Type = To ext. syst.initiated by ext. sys.

Destination: System 2Destination: System 2

Ctrl Rec(s)Ctrl Rec(s)

tRFC

Ctrl Rec(s)Ctrl Rec(s)

tRFCtRFC

Z Ctrl Recexists

Z Ctrl RecexistsY Ctrl Rec

existsY Ctrl Rec

existsX Ctrl Recexists

X Ctrl Recexists

Depending on the destination type, the transfer of control recipes can be triggered as follows:

As soon as at least one control recipe has been created for a destination, Process Management transfers all existing control recipes for this destination.

Process Management informs a destination about each control recipe created. Depending on the destination, individual control recipes or all existing control recipes can be requested.

From a technical point of view, communication between PP-PI and process control systems is carried out by a transactional remote function call (tRFC). The communication partners transfer data using Common Program Interface Communication (CPI-C) based on TCP/IP.

Due to the RFC technology, the application is completely free of communication handling at R/3 level.

The tRFC ensures that each call is executed only once. The sequence of the calls is not changed. If the target system is not active when the call takes place, the RFC is repeated according to a repetition rate or duration that can be set by the user.

BAPIs with synchronous RFCs can also be used for the communication between PP-PI and the process control systems.

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Ctrl recipe Proc.order Addr. Status Test Created on

100000003110000000451000000045100000002210000000351000000035

OPER 1PCS 1PCS 3OPER 7OPER 1PCS 5

ProcessedSentTerminatedSentCreatedDiscarded

11.04.200415.04.200415.04.200418.04.200421.04.200421.04.2004

100000074100000075100000077100000078100000081100000083

Log

System messages

tRFC Log

System messages

Control Recipe Monitor

Send

To obtain information about the current processing status of a control recipe, you can go to the control recipe monitor.

From the monitor, you can call up different logs that provide more detailed information on the individual process steps carried out, and any errors that may have occurred during control recipe processing.

On the basis of this information, you can carry out the following transactions from the monitor:

Send control recipes if they are not automatically sent in a background job defined in Customizing

Delete control recipes

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Control Recipe Status

processed

terminated

Ctrl recipeCtrl recipefinishedfinished

Completecontrolrecipe

Processcontrolrecipe

sentSend

controlrecipe

created

Ctrl recipecreated

Createcontrolrecipe

Discardcontrolrecipe

Discarded

Ctrl recipeCtrl recipediscardeddiscarded

Maintainprocess instr.,

releasephases

Status message

Control recipe statusOrder status

Process order

Terminatecontrolrecipe

NEW phases:Maintain

process instr.,release phases

The graphic shows the different statuses a control recipe can have as well as the corresponding statuses of the phases in the order. The statuses have the following meaning:

Control recipe created order status, Created or Sent control recipe status: The control recipe is created. The corresponding phases are locked and cannot be changed.

Control recipe discarded order status, Discarded control recipe status: The control recipe cannot be processed. It has been discarded before the execution was started. You can change the process instructions of the corresponding phases and create a new control recipe.

Control recipe finished order status, Terminated control recipe status: The execution of the control recipe has been started but cannot be completed. You cannot change the corresponding process instructions. If you need a new control recipe, you can:

- Create a new control recipe destination with the same address

- Create new phases with corrected process instructions for this destination

- Create a control recipe for theses phases

Control recipe finished order status, Processed control recipe status: The execution of the control recipe has been completed. The corresponding phases remain locked.

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Control Recipes - Settings and Processing:Summary

By assigning control recipe destinations to the order phases, you specify which process instructions of the order are combined in a control recipe and sent to the corresponding control recipe destination.

You define control recipe destinations in Customizing. Possible destination types include external systems and PI sheets.

You can find out about the processing status of a control recipe by referring to the information in the control recipe monitor, the control recipe log and the tRFC log.

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Exercises

Unit: Control Recipes - Settings and Processing

• Defining control recipe destinations

• Creating and sending control recipes

Setting up control recipe destinations, creating and sending control recipes 1-1 Create the following two control recipe destinations for plant 1100 in Customizing.

Exercise groups Control recipe destinations to be created

Name and address

00 to 09 10 to 19 20 to 29

30

0A to 9A 0B to 9B 0C to 9C

0D

Scales ##

00 to 09 10 to 19 20 to 29

30

0E to 9E 0F to 9F 0G to 9G

0H

Production ##

Both control recipe destinations should have the following attributes:

• Destination type: 4 Transfer to browser-based PI sheet

• A digital signature is required when you enter a signature in the PI sheet.

• A digital signature is to be logged for the Activate/Deactivate operations.

• Logging does not occur for the Remove locks/lock operations.

• Logging does not occur for the Complete and Value entry operations without a signature.

1-2 Call master recipe 10 of the T-EX1## recipe group in change mode.

Replace the DU control recipe destination assigned earlier to all phases with your defined destination:

Define the Scales ## destination for phases 110 to 130. Define the Weighing station ## destination for phases 210 to 230. Define the QM Laboratory destination for phases 310 to 330.

Save your recipe.

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1-3 Create a process order (plant 1100, order type PI01, total quantity 500 liters, scheduling type Current date) for material T-FDA##. Save your order.

Order number: ______________

1-4 Release the process order and create the control recipes.

Check the log for the control recipe creation and correct any errors that may have occurred.

After all control recipes have been created successfully, save your order.

1-5 Call the control recipe monitor from the Process Management application menu and display your new control recipes.

Send the control recipes online from the monitor.

Check the control recipe logs.

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Solutions

Unit: Control Recipes - Settings and Processing

Setting up control recipe destinations, creating and sending control recipes 1-1 Customizing:

(...) → Process Management → Control Recipe/PI Sheets → Control Recipe Destination → Define and Set Up Control Recipe Destination (for plant 1100)

Select New entries to create a control recipe destination.

1-2 Standard SAP menu: Logistics → Production – Process → Master Data → Production Versions

Selection criteria: Plant 1100, Task list group T-EX1XX Select Production version 0001 and choose Recipe. Enter the current date as the key date and choose Enter.

Replace the existing entries in the Destination column of the operation overview as described in the exercise and then Save the recipe.

1-3 Standard SAP menu: Logistics → Production – Process → Process Order → Process Order→ Create → With Material Total quantity 500 l, scheduling type Current date

Save your order and take a note of the order number.

1-4 Standard SAP menu: Logistics → Production – Process → Process Order → Process Order → Change

Order number as in item 1-3

Release from the Process order → Functions → Release menu or choose the Release icon.

Creating control recipes: Process order → Functions → Control recipe → Create or choose the Create control recipe icon.

Displaying the log for control recipe creation: Goto → Logs → On PI generation/ctrl recipe creation. Analyze any error messages and correct the errors.

After all control recipes have been created successfully, Save your order.

1-5 Standard SAP menu: Logistics → Production – Process → Process Management → Control Recipe → Control Recipe Monitor. Select the control recipes in the control recipe monitor and choose Send.

Then select Refresh and, if the status of the control recipe has changed, choose Log.

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PI Sheet – Elements and Functions

ABAP list-based and browser-based PI sheet; process manufacturing cockpit

Browser-based PI sheet – structure in standard layout, elements and functions

Creating process messages

Transferring messages to the message monitor

Signature process for process steps

Maintaining process steps

Completing PI sheets

User change

Contents:

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Describe the structure, elements and functions of a browser-based PI sheetMaintain a PI sheet

PI Sheet – Elements and Functions:Course Objectives

At the conclusion of this unit, you will be able to:

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Overview Diagram 9

Data Transfer betweenApplications

Decentralized Process Management

Process Instructions -Generation

PI Sheet –Process instructions

PI Sheet –Elements and Functions

Control Recipes -Settings and Processing

Process Instructions -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages -Processing

Process Messages -Structure and Settings

Course Overview

Introduction99

SAP OPC Data AccessProcess Instructionsfor Process Control Systems

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ABAP List-Based and Browser-Based PI Sheet

ABAP list-basedPI sheet

(all releases)

Browser-basedPI sheet &

Process Manufacturing Cockpit (PMC)

(HTML; as of Release 4.6C)

Advantages include: HTML-based interface

Flexible, user-specific layout definitionStandard layouts available for different purposesDefinition of frames: Integrating cockpits, graphics, documents, links

Advanced functional options, for exampleContext menu with many detailed functions to assist processingOPC connection

Downward compatibility, that is, you can continue to use existing process instructions (not PMC)

You can create two types of PI sheets:

an ABAP list-based PI sheet

a browser-based PI sheet (as of Release 4.6C) This is an advanced version of the ABAP list-based PI sheet and offers (among other things) the benefits of a new interface in the HTML layout and new functional options.

The Process Manufacturing Cockpit is still available as of Release 4.6C.

Process Manufacturing Cockpits are PI sheets without references to orders.

You can define these in Customizing using 0-type process instructions.

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Browser-Based PI Sheet - Structure

Process order 70000205Material number T-HTB299Batch 0000000187Control recipe 100000000000001221Inspection lot 030000001052<other user-defined information>

Header

Phases

Change ->Display Save Close Print Create comment

expand and collapse

Phase 10 Work scheduling (collapsed)

Phase 20 Execution of work (expanded)

Information about phase instructions

other elements

Start reaction instructionsLong textLong text

other elements

through the

all functionsavailable

context menuLong text

This unit contains information about how to set up browser-based PI sheets in the standard SAP layout and how to display their interface elements.

The browser-based PI sheet consists of a header and the individual phases of the process order. The header and all phases open directly after you open the PI sheet and can be expanded and collapsed as required.

You can divide each phase in turn into several sections. Whenever a long text appears in a phase, a new section begins and then ends before the next long text.

All functions are available in the context menu. In addition, a menu bar is available in the header of the PI sheet with the functions that refer to the entire PI sheet. To display the context menu, place the cursor on the corresponding object or field and right click. You can also call the context menu by pressing Shift + F10.

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Browser-Based PI Sheet – Elements (I)

Process order 70000205Material T-HTB299Batch number 0000000187

Header

Phases Phase 10

Instructions

Note text

Note

Hyperlink

Long text entry

Input and output fields

Pld value:Act. value:

150.000

Function calle.g. call document

Insp. results recording

Manufacturing Data Accesse.g. query measuring pointMessage

Communication

Communication

Insp.lot

Default values

Valuecheck

Message

Instruction text

The phases can contain the following elements:

Control information, notes and input fields for long texts that are dislayed on the left of the screen

Input and output fields and pushbuttons that appear on the right of the screen

Tables that take up the entire PI sheet.

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Browser-Based PI Sheet – Elements (II)

Process order 70000205Material number T-HTB299Batch 0000000187

Header

Phases Phase 10

Instructions

Temperature control tableTemperature Signature Date Time

110 Miller 12.8.2003 13:30:41130 Miller 12.8.2003 13:42:55120 Miller 12.8.2003 13:55:10

Average temperature:

Signature:

MessageMessageMessage

Calculation:Message

Message

Valuechecks

Complete and check

process step

Complete and checktable lines

Instruction text

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Browser-Based PI Sheet – Elements (III)

Process order 70000205Material number T-HTB299Batch 0000000187

Header

phases Phase 10

InstructionsGraphics, links, URLs

Cockpit integration Process visualization

Boiler fill level 1

Close valve 1

Fill level: 1894 liters

B1

B2

R1

R2

R3

E1Time 16:10:89

Layout definitions, e.g.Frames

Hyperlink

OPC connection

Instruction text

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Browser-Based PI Sheet – Functions (I)

Process order 70000205Material number T-HTB299Batch 0000000187

Header

Change ->Display Save Close Print Create comment

Context menu

Functions for entire PI sheet

Change -> DisplaySave (document)Close (document)Discard/terminate (document)Lock (document)Create comment (document)Display comment (document)Confirm report data (document)

- PI_COMM

The process operator can use a number of functions when maintaining a browser-based PI sheet. These functions can be executed for the entire PI sheet or for individual process steps.

You can start executable functions for the entire PI sheet as follows:

Using the menu bar in the header of the PI sheet

Using the context menu

Functions that refer to individual process steps only appear in the context menu of the respective process step if these are actually relevant for the process step. For example, the Display message function only appears for process steps for which a process message was also defined.

The availability of functions in the context menu depends on whether you display or change a PI sheet.

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Browser-Based PI Sheet – Functions (II)

Process order 70000205Material number T-HTB299Batch 0000000187

Header

Phases Phase 10

Function call

Insp. results recording

Manufacturing Data Access

Context menu

Functions forinput fields, calculated values

and pushbuttons

Create commentDisplay commentDisplay propertiesDisplay message (not for pushbuttons)Close (process instruction)Deactivate (process instruction)Activate (process instruction)Locks (process instruction)Remove locks (process instruction)Display signatures (for signatures only)Check batch (for batch characteristic only)Find batch(es) (for batch characteristic only)

Calculated value:Calculation:

Signature:

Input and output fieldsPld value:Act. value:

150.000

Message

Message

Message

Valuecheck

Default values

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Browser-Based PI Sheet – Functions (III)

Process order 70000205Material number T-HTB299Batch 0000000187

Header

Phases Phase 10

Function call

Insp. results recording

Manufacturing Data Access

Context menu

Functions forinput fields, calculated values

and pushbuttons

(...)Display properties(...)

Calculated value:Calculation:

Signature:

Input and output fieldsPld value:Act. value:

150.000

Message

Message

Message

• Item• Log• Deviations• Comments• Signatures

Log (CRD Customizing)

• Date, time of event• Description of event• Name of terminal• User IDs

- user logged on- signatory (signature)

Valuecheck

Default values

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Browser-Based PI Sheet – Functions (IV)

Process order 70000205Material number T-HTB299Batch 0000000187

Header

Phases Phase 10

Context menu

Functions for input fields for batches

(...)Check batchFind batch(es)

B1B1

B2B2Material:Qty:

ABC5000 KG

Batch:B3B3

Selectioncriteria

Determination/Check

The batch determination and batch check functions are also available when you enter material consumptions.

In general, the batch determination and batch check process in the PI sheet are the same as in the order.

The following prerequisites must be met for batch determination and batch check:

The selection criteria for determining a batch for the process order are defined.

A process data request is defined for the PI sheet. It contains the following message characteristics:

- PPPI_RESERVATION (reservation) and PPPI_RESERVATION_ITEM (res.item)

- PPPI_BATCH (batch) as the input value

- PPPI_MATERIAL (material number)

- PPPI_MATERIAL_CONSUMED (material quantity consumed) as the input value

- PPPI_UNIT_OF_MEASURE (unit of measure, this must be identical to the base unit of measure or to an alternative unit of measure defined for the material).

The SAP reference client contains several examples for process instruction categories that are suitable for batch determination.

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Browser-Based PI Sheet – Functions (V)

Process order 70000205Material number T-HTB299Batch 0000000187

Header

Phases Phase 10

Pld value:Act. value:

150.000

Function call

Insp. results recording

Context menu

Functions for process steps

Deactivate (process step)Activate (process step)Locks (process step)Remove locks (process step)

Calculated value:Calculation:

Signature:

Signature:

Signature:

process stepprocess step

Complete and checkproc. step

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Browser-Based PI Sheet – Functions (VI)

Process order 70000205Material number T-HTB299Batch 0000000187

Header

Phases Phase 10

Temperature control tableTemperature Signature Date Time

110 Miller 12.8.2003 13:30:41130 Miller 12.8.2003 13:42:55120 Miller 12.8.2003 13:55:10

MessageMessageMessage

Valuechecks

Complete and checktable lines

Context menuFunctions for tables

Close (table)Deactivate (table)Activate (table)Locks (table)Remove lock (table)Insert row (table)Create comment (table)Display comment (table)

Context menuFunctions for table rows

Close (table row)Deactivate (table row)Activate (process row)Locks (table rows)Remove lock (table row)

- PI_COMM

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Messagemonitor

Creating Messages

Process order 70000205Material number T-HTB299Batch 0000000187

Header

Phase 10

Calculated value:Calculation:

Input fields/table fieldsAct.value:

Phases

Event/Alert 1000000005146

1000000005189

1000000006489

Message

Message

Message

Process instructionfor data requestType 0 or Type 2

Process instructionfor data requestType 0 or Type 4

Transfer functions

Fields where the process operator can enter the required actual data or characteristic values are displayed in the PI sheet for Data requests process instructions.

Once the process operator has entered an input value, the system creates the requested process message.

Pushbutton icons that the process operator can use to calculate the required actual data or characteristic values are displayed in the PI sheet for Calculation process instructions.

Once the value has been calculated, the system creates the requested process message.

The message contains the following data:

The relevant input values (data request)

The calculated value (calculation)

The message characteristics whose values have already been defined in the process instruction

The message characteristic values whose values have been assigned automatically in the PI sheet (date and time)

Different options exist for transferring the message to the message monitor of the Process Management.

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Transferring Messages to the Message Monitor

Creating the message Function for the transfer triggers

for the event/alert automatic transfer

for the data request/calculation

Signature for the table row

Transfer of all messagesfor the table row

Close (table) Transfer of all messagesfor the table

Confirm Report data (document)

Complete (process instruction) Transfer of all messagesfor the process instruction

Signature for theprocess step = completeprocess step

Transfer of all messagesfor the process step

Transfer of all messagescurrently created for the PI sheet

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Signature Process for Process Steps

PI sheet(...)

Temperature: 100 °C

Mat.qty.: 570 l

Signature:

(...)

Process message

Process message

Message Monitor

Smith

Miller

King

Signature strategy:

1

1 Asynchronous signature(signature tool exited)

2 Synchronous signature(signature tool not exited)

3 Transfer of messages tomessage monitor after maintainingsignature strategy

23

As of SAP R/3 Enterprise SCM Extension 1.10 (EA_APPL 110), you can define a signature strategy for each process step that you want to execute asynchronously. The last asynchronous signature in the PI sheet triggers the Complete PI sheet function. With an asynchronous signature, actual data can only be confirmed after one or more users have confirmed the entries with their signature.

Example: The process operator enters values during the course of production and signs these entries with his or her signature. However, the system does not create a process message because the entries still have to be checked and countersigned at a later stage by the Shift Manager. Nevertheless, the process operator can continue to work on another section of the PI sheet in the meantime. Only the input field that must still be signed remains locked for other entries until the Shift Manager signs it off. If the values entered by the process operator are not allowed, the Shift Manager can terminate the signature process, which makes the input fields on the PI sheet ready for input again and new values can be entered. The relevant process messages for the process step are only created once all the required signatures of the signature strategy have been entered.

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Maintaining Process Steps

Lockprocess step

Deactivateprocess step

Maintainprocess step

Lock object(s)/remove lock

Deactivate/activateobjects

Maintainobject(s)

All objects maintainedor deactivated;

no object locked?

Complete process step

=signature

Remove processlock step

Activateprocess step

YesNo

Maintain process step?

No Yes

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Create and send

controlrecipe

CompletePI

recipe

No

CompletePI

sheet

Message created for the control recipe status

Control recipe statusOrder status

Discarded

All processsteps

completed/deactivated?

MaintainPI

sheet

DiscardPI

sheet

Yes

New phases

Maintainprocess instr.,

releasephases

Process order

Existing phases

Ctrl recipediscarded

processed

terminated

Ctrl recipefinished

Completing PI Sheets

When you have finished maintaining the PI sheet, you can set it to Complete. The requirements here are:

All process steps are completed (or deactivated)

- All input values are entered (or deactivated)

- All calculations were carried out (or deactivated)

- All messages for the PI sheet were transferred to the message monitor.

A synchronous signature at the end of the PI sheet automatically completes the PI sheet.

When you set the PI sheet to Complete, the system automatically creates a message for the control recipe status (PI_CRST message category). This message triggers the following changes:

The control recipe status is set to Processed.

The status of the corresponding phases in the order changes to Control recipe finished.

The following functions can only be carried out if a PI sheet has been completed, discarded or terminated.

Archiving PI sheets using process data documentation

Deleting PI sheets.

Note: Do not define process instructions for PI sheets to request a message for the control recipe status because this conflicts with the Complete, discard or terminate PI sheet function.

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User Change in the PI Sheet

PMC SERVICEPMC SMITH PMC Miller

UserSMITHDialog

UserMillerDialog

UserSERVICEService

R/3 login:User

SERVICE

Log on

Log off Log off

SAP R/3

Log on

MaintainPMC

MaintainPMC

DisplayPMC

As of SAP R/3 Enterprise SCM Extension 1.10 (EA_APPL 110), you can switch between an anonymous service user and an individual user while maintaining the PI sheet or the Cockpit. A service user is a user who has a greater number of anonymous users. The service user only has display authorization for the PI sheet or the cockpit. The name of the user currently logged on to the system is always displayed in the header of the PI sheet or the Cockpit. Select Log on to switch from the service user to the individual user. You can switch back to the service user again by selecting Log off.

Advantage: You do not need to log off from the SAP R/3 System to switch between the service user and the individual user.

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PI Sheet – Elements and Functions: Summary

You are now familiar with the structure, elements and functions of a PI sheet.

You can use existing functions to maintain a PI sheet.

The functions of a PI sheet are available in the context menu.

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Exercises

Unit: PI Sheet – Elements and Functions

• Creating and Maintaining PI Sheets

Creating process orders; releasing and creating control recipes; sending control recipes 1-1 Create a process order in plant 1100 for material T-FDA##. Use the PI01 order type.

Select 5,000 liters as the total quantity to be produced. Select the Current date scheduling type. Recipe 20 of the T-EX1## recipe group is selected when you open the order in production version 0002. Release the order. The following activities (among other things) occur automatically when you release the order: - Batch numbers are assigned for product T-FDA## - Batches are determined for the components of the material list - An inspection lot is created for a quality inspection that is carried out during production. Generate the control recipes for the order. Three control recipes are created for the Scales, Production and Laboratory destinations. Save your process order and take a note of the order number. Order number: ______________ ______________________

1-2 In the control recipe monitor, select the control recipes you created for your order in exercise 1-1. Send the control recipes.

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Maintaining PI sheets; familiarizing yourself with structures, elements and functions

2-1 In the corresponding application menu of Process Management, select your PI sheets for the order from exercise 1-1.

2-2 Access your PI sheet for the Scales operating group in change mode.

2-3 Structure of a PI sheet For this exercise, use the information on the Browser-Based PI sheet – Structure page of your training materials. Header of PI sheet: Familarize yourself with the information that is always contained in the header of a PI sheet. To view this information, expand the header. Note: The header also contains other information about the layout definition, if required. Phases: Next, collapse all phases. Note that you can use the phase short texts from the process order to describe the phases. Expand the first phase 0110. Note that you can divide a phase into sections when you display long texts (instructions, for example). Also note that you can also name each section individually.

2-4 Input fields; input validations; sequence definition For the following exercises, use the information on the corresponding pages of the PI Sheet – Elements and Functions section in your training materials. Also expand the other phases of the PI sheet. Note that the input fields and pushbuttons of these phases are still locked due to a sequence definition.

Phase 0110: First try to execute a signature (with R/3 user and R/3 password) for the Scales calibrated input field. Due to an input validation, the signature is rejected. You must first confirm the start of the PI sheet. Execute a signature for the Start PI sheet input field, followed by a signature for the Scales calibrated input field.

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Note that the lock for the input fields and pushbuttons of the subsequent phase 0120 was removed after you maintained phase 0110.

2-5 Signatures; creating messages; context menu: Displaying messages Selecting Signatures checks whether all relevant process messages for the process step (=section between two signatures) are created completely. These messages are then transferred to the Message monitor. In a second session, call the message monitor for your process order. Check which messages were previously created when you maintained the PI sheets. If necessary, analyze the contents of these messages. PI_PHST messages are created which are used to confirm time event confirmations (start phase/end phase) on the process order. Using the context menu, you can display the relevant message for an input field in the PI sheet. Right-click on the Scales calibrated input field and select Display message in the context menu.

2-6 Context menu: Displaying properties (item; deviations; signatures); creating comments; displaying comments In the context menu for the Scales calibrated input field, select Display properties and view the information for Item, Deviations and Signatures. Create a comment for this input field in the context menu. After you enter the comment text, select the Complete and send (F8) function and then display the comment in the context menu. The comment text is confirmed in a PI_COMM process message. Refresh the message monitor display in your second session and make sure that the message was created.

2-7 Default values; batch determination; function call Phase 0120: The start of the phase contains a list of ingredients for the phase and default values (from the process order) are provided for the Actual quantity and Batch input fields. Delete the value of the Batch input field for a component and select Find batch(es) for this field in the context menu. This triggers the Batch determination function recognized from the process order maintenance. Transfer the batch that is found. You can select the Document SOP 123-01 pushbutton to display a document for a work instruction when you call a function.

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2-8 Completing and locking a process instruction Completing a process instruction: In the context menu, lock the relevant process instruction for the material list row of Active ingredient component 1. Results: You can no longer change the values in the input fields. The relevant PI_CONS process message for the process instruction was created and transferred to the message monitor. Check this by refreshing the message monitor display in the second session. Locking a process instruction: In the context menu, look the relevant process instruction for the material list row of Active ingredient component 2. Results: The input fields are locked and the relevant process step for this process instruction cannot be completed. Try to complete the process step by executing a signature for the Weighing executed input field. An error message is issued indicating that the process step cannot be completed. In the context menu, remove the process instruction lock for the Active ingredient component 2.

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2-9 Deactivating a process instruction; logging Preliminary remark: You use the Deactivate function, for example, for input fields of process instructions that do not absolutely have to be maintained in each process, but only have to be maintained if the current situation warrants this. Using the Deactivate function removes the process instructions in question from the process maintenance without (in contrast to locking) affecting the maintenance of other processes. To test the Deactivate function, proceed as follows: In the context menu, deactivate the relevant process instruction for the material list row of Active ingredient component 3. To log the deactivation, you must execute a digital signature using an R/3 user and R/3 password (as defined in Customizing for the control recipe destination). Results: The process instruction is removed from the process maintenance and the input fields are inactive. In contrast to the Locking function, you can continue maintaining the PI sheet. Execute a signature for the Weighing executed input field. Results: You are able to execute the signature and the process step is completed. In the message monitor, you will notice that another PI_CONS message that refers to Active ingredient 2 was created. However, due to the deactivation, a message was not created for Active ingredient 3. The Deactivate function is logged. Use the context menu and Display properties to display the log for Active ingredient 3 and check which detailed data (terminal, user, confirmation) is recorded in the log.

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2-10 Note texts; entering long texts After you have completed phase 0120 by selecting Weighing executed, you can maintain the subsequent phase 0130 as described in the sequence definition. Phase 0130: First expand the Note text to identify the containers. Then enter any text in the next Long text input field for Information for production. Note: This text is transferred to a global variable and displayed in the next PI sheet for the Production operating group. Finally execute your signature for the Complete PI sheet input field. This signature creates a PI_CRST message that is used to confirm the completion of the control recipe (or of the PI sheet) on the process order. You can check this by refreshing the message monitor display. Select Exit (SHIFT+F3) to exit the maintained PI sheet.

2-11 Now access your PI sheet for the Production operating group in change mode.

2-12 Display a long text that is entered in a different PI sheet Maintain phase 0210 Note that the text you entered in the PI sheet for the Scales operating group is displayed in the Start PI Sheet section under Information from picking.

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2-13 Simple and repeated data request; completing tables; executing calculations In phase 0220, you want to add the Basic material solution material and confirm the consumed quantity by specifying a batch number. In this example, the input and output fields of the corresponding process instruction are displayed underneath one another as a simple data request on the right of the PI sheet. The Control production section contains an example of a repeated data request where the process instructions are displayed as a table. In our example, the actual values for the temperature and airflow are entered at regular intervals. You want to complete each table row using a signature. Enter a few rows in the table. You can create a new row using the Add new row icon. Note that input validations are defined for input fields and deviating values can be transferred once you confirm the entry using a digital signature. Completing a table: After you enter a row, complete the table from the context menu. Results: You are unable to add more rows in the table and a check is also carried out to see whether all table rows were maintained completely. Messages may also be transferred to the message monitor if this did not previously occur using signatures. An example of a process instruction which you can use to perform a calculation is provided under the table. You can calculate the average temperature of the values entered in the table by selecting the icon for performing a calculation. The calculated value is confirmed using a process message. You can check this by refreshing the message monitor and displaying the message with the calculated value. Complete the phase using your signature for the Production finished input field.

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2-14 Maintain Phase 0230. The production quantity (among other things) of the active ingredient to be produced is reported in this phase. Finally, exit the PI sheet. Check the other messages that were transferred to the message monitor and make sure that a PI_CRST message has confirmed the completion of the PI sheet.

2-15 Now access your PI sheet for the Laboratory operating group in change mode.

2-16 Layout definition; hyperlink The two PI sheets that you previously maintained were displayed in a standard layout. This third PI sheet is displayed in an alternative layout: You can adjust the layout of a PI sheet to suit your particular needs. You control the layout definition using a special process instruction characteristic (PPPI_LAYOUT). In addition, a frame that initially displays the Internet page of the SAP Help Portal is defined in this special layout definition of the PI sheet for the Laboratory operating group. You can also call a document using the CETEPHARM Preparation Inspection Hyperlink and display it in this frame. Maintain phase 0310.

2-17 Branching into the inspection results recording of the assigned inspection lot An inspection lot is assigned to your process order for the purposes of a quality inspection that is carried out during processing. You want to measure and record the active ingredient content of your production batch. You can branch to the results recording screen of the inspection lot and enter the active ingredient content by selecting the Insp. Results Rec. function. Enter a description of the inspection point, e.g. granulation and choose Enter. Select both characteristics and choose the Details icon. Enter a value within the tolerance and choose Enter. The entries will be valuated (green check). Choose Save. When you save the inspection results, you are returned to the PI sheet to continue maintenance. Maintain phase 0320 in the same way as previous phases. Finally, complete the PI sheet in phase 0330. If necessary, check the new messages in the message monitor.

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Solutions

Unit: PI Sheet – Elements and Functions

Creating process orders; releasing and creating control recipes; sending control recipes 1-1 You should know how to carry out this exercise based on the exercises already

completed.

1-2 Known procedure.

Maintaining PI sheets; familiarizing yourself with structures, elements and functions 2-1, 2-2 Known procedure.

2-3 to 2-17 Follow the instructions in the exercises.

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PI Sheet - Process Instructions

Structure of a type 0 process instruction Defining input and output values

Default values for input valuesInput validation

Defining variables

Defining calculations

Requesting messages

Types of data requests

Dynamic function call

Sequence definition

Contents:

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PI Sheet – Process Instructions: Course Objectives

At the conclusion of this unit, you will be able to:

Maintain the basic process instructions to implement important elements and functions of a PI sheet

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Overview Diagram 10

Data Transfer betweenApplications

Decentralized Process Management

Process Instructions -Generation

PI Sheet –Process instructions

PI Sheet –Elements and Functions

Control Recipes -Settings and Processing

Process Instructions -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages -Processing

Process Messages -Structure and Settings

Course Overview

Introduction

SAP OPC Data AccessProcess Instructionsfor Process Control Systems

1010

11

22

33

44

55

66

77

99

88

1111

1212

1313

1414

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Structure of a Type 0 Process Instruction

4. Dynamic functions called automatically4. Calculations executed automatically

4. Functions executed automatically4. Determination of control recipe number

4. Definition of Manufacturing Data Access4. Definition of dynamic function calls

4. Definition of value assignments using variables4. Definition of automatic value assignments

4. Definition of calculations4. Definition of output fields for variable values

4. Definition of output fields for characteristic values4. Definition of entries

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3. Definition of message creation

2. Definition of data requests

1. Definition of phase sequence

Type 0 process instruction

Sequence of characteristic blocks

To be able to maintain universal type 0 process instructions correctly in the PI sheet, you must define the characteristics in a particular sequence.

The graphic summarizes the characteristics in characteristic blocks according to their intended use. You can set up these characteristics in the following sequence specified for process instructions:

1. First, specify the definition of phase sequences.

2. Then, specify the definition of data requests.

3. Next, specify the definition of message creation. You can define any number of process message blocks here.

4. Finally, you can specify all other characteristic blocks. Each characteristic block can appear any number of times here. The sequence within these characteristic blocks is random also.

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Definition of Input and Output Values:Minimum Information

Input value

Output valuesPPPI_OUTPUT_TEXT Short text for

output value

PPPI_OUTPUT_CHARACTERISTIC Characteristic whose value is to be displayed

KeyName ofcharacteristicPPPI_...

Type 0 process instruction

PPPI_INPUT_REQUEST

PPPI_REQUESTED_VALUE

Short text forinput value

Characteristic to which you want to add a value

PPPI_OUTPUT_TEXT

PPPI_OUTPUT_VARIABLE

Short text foroutput value

Variable whose value is to be displayed

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Definition of Entries: Additional Functions

Input value

PPPI_REQUESTED_VALUE Input characteristic

Default value

Variable

Grouping input and output values;naming tables

PPPI_INPUT_REQUEST Short text

Optional

KeyName ofcharacteristic

PPPI_...

Input validation

Type 0 process instruction

When you define an input value, specify the following information in the process instruction:

A text that is displayed for the input request in front of the corresponding input field or in the table column in the PI sheet or in the cockpit

The message characteristic whose value you want to use as a default value for the input value in the PI sheet or in the cockpit

A variable that refers to the input characteristic if you want to use the characteristic in another process instruction

The message characteristic whose value you want to enter

If required, an input validation that you can use to check the input value in the PI sheet or in the cockpit

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Type 0 process instruction

Grouping Input and Output Values;Naming Tables

Input and output values

Definition of input values

Optional

KeyName ofcharacteristicPPPI_...

PPPI_DATA_REQUEST_TYPE Repeated data requestTable definition

PPPI_INPUT_GROUP Short text

Definition of output values

With a simple data request, exactly one field is created for each input and output value.

With a repeated data request, a table column is created for each value.

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Type 0 process instruction

Default Values for Input Values

Input value

PPPI_REQUESTED_VALUE Input characteristic

Default value

Default value

Input characteristic Default value

PPPI_DEFAULT_VARIABLE Variable name

Variable

XOR

Optional

KeyName ofcharacteristic

XOR Either...or

PPPI_...

Default value

Default value

PPPI_DEFAULT_VALUE Numeric value

PPPI_DEFAULT_STRING Alphanumeric value

Input validation

PPPI_INPUT_REQUEST Short text

You can define a default value in the process instruction as follows:

As a constant value if it is already known in the process order or in the cockpit definition

As a variable if it is only available in the PI sheet or in the cockpit

You can define constant default values as follows:

As a numeric value In this case, the data type of the characteristic that you want to request must also be numeric.

As an alphanumeric value

As an input characteristic

When defining constant default values using an input characteristic, you can proceed as follows:

You can enter the required default value manually.

You can assign the default value automatically. However, this is only possible if the input characteristic in Customizing contains the required settings for automatically assigning the default value.

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Type 0 process instructionKey

Name ofcharacteristic

Characteristic whose value you want to transfer to a variable

Variable namePPPI_VARIABLE

Variable namePPPI_GLOBAL_VARIABLE

PPPI_...

Defining Variables

You can define a variable that refers to the value of a characteristic. To do so, you must add the PPPI_VARIABLE characteristic immediately before the relevant characteristic.

You can use variables that have been defined in a process instruction using the PPPI_VARIABLE characteristic in all subsequent process instructions of the same PI sheet (for example, in calculation formulas or for input validations). Variables that have been defined in a process instruction using the PPPI_GLOBAL_VARIABLE characteristic are valid within the entire process order.

You must define all message characteristics whose value you want to have assigned automatically in the PI sheet as the value for the PPPI_AUTOMATIC_VALUE characteristic. This is only possible for PPPI_EVENT_DATE (event date) and PPPI_EVENT_TIME (event time) characteristics.

You can also define a variable for characteristics whose values are assigned automatically.

You can also define a variable that refers to an input value. To do so, you must also add characteristic PPPI_VARIABLE directly before defining the input value. You can assign any variable name as the value to the PPPI_VARIABLE characteristic. (Do not use X, blanks and arithmetic operators as part of the variable name, or the following character strings at the end of the variable name: _COUNT, _SUM, _<number>, for example, _1,_2).

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Type 0 process instruction

Input Validation

Input value

PPPI_VALIDATION_FORMULA Validation rule

Long textPPPI_TEXT_FOR_INVALID_INPUT

No/yes/with signaturePPPI_ACCEPT_INVALID_INPUT

AuthorizationPPPI_SIGNATURE_AUTHORIZ.

Optional

KeyName ofcharacteristicPPPI_...

Signature strategy:PPPI_SIGNATURE_STRATEGY

synchron./asynchron.PPPI_SIGNATURE_MODE

PPPI_REQUESTED_VALUE Input characteristic

PPPI_INPUT_REQUEST Short text

The following is an example for an input validation: PPPI_VALIDATION_FORMULA x>50 AND x<100.

In addition to the validation rule, you can define a warning message in the data request (PPPI_TEXT_FOR_INVALID_INPUT characteristic). This message is displayed in the PI sheet if the input value fails the input validation.

You can use the PPPI_ACCEPT_INVALID_INPUT characteristic to determine whether invalid input values are only accepted in the PI sheet if a signature is entered or whether they are not accepted at all.

The Customizing for the control recipe destination indicates which type of signature is required. The following types are available:

Signature without password check

Signature with simple password check

Digital signature

You can use the PPPI_SIGNATURE_AUTHORIZATION characteristic to specify that a special maintenance authorization for PI sheets is required for signatures with a simple password check and for digital signatures (C_CRPI_BER authorization object, "Activity" field).

For digital signatures in input validations, you can define a signature strategy (PPPI_SIGNATURE_STRATEGY) with synchronous or asynchronous maintenance (PPPI_SIGNATURE_MODE).

If you use digital signatures for input validation, you must always enter a comment.

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Type 0 process instruction

Definition of Calculations

PPPI_INPUT_REQUEST Short text

PPPI_CALCULATED_VALUE Characteristic for which youwant to calculate the value

PPPI_CALCULATION_FORMULA Calculation formula

PPPI_VARIABLE Variable name

Calculation:

Optional

KeyName ofcharacteristicPPPI_...

You must assign the message characteristic whose value you want to calculate in the PI sheet to the PPPI_CALCULATED_VALUE characteristic.

You use the PPPI_CALCULATION_FORMULA characteristic to define the formula you want to use for the calculation. Note the following:

You can use variables in your calculation formula to refer to values that have been entered or have already been calculated. Always use the decimal point for decimals.

You can split long formulas into a maximum of eight formula definitions.

In addition to the calculation formula, you must define a text that is displayed before the formula result (PPPI_INPUT_REQUEST characteristic). If necessary, you can also define a unit of measure (PPPI_UNIT_OF_MEASURE characteristic) that is displayed after the formula result.

Note that you must assign the characteristics in the same sequence as shown in the graphic.

In addition to this minimum information that a calculation formula must contain, you can also define a variable that refers to the calculated value. To do this, you must place the PPPI_VARIABLE characteristic immediately before the definition of the calculated value. The variable automatically has the same data type as the message characteristic (for example, CHAR or NUM).

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Type 0 process instruction

Requesting Messages

PPPI_MESSAGE_CATEGORY Message category

Message characteristics: Value assigned in planning

Message characteristics: Value assigned autom. in the PI sheet

Message characteristics: Value assigned manually in the PI sheetPPPI_INPUT_REQUEST Short text

Message characteristic Value according tocharacteristic definition

PPPI_AUTOMATIC_VALUE PPPI_EVENT_DATE , orPPPI_EVENT_TIME

Optional

KeyAnysequenceName ofcharacteristicPPPI_...

PPPI_CALCULATED_VALUE Calculation character.or

PPPI_REQUESTED_VALUE Input characteristic

The graphic shows the minimum amount of information a process data request must contain:

The requested message category

All required characteristics of this message category and all optional characteristics to be contained in the message

How you include a message characteristic in the data request depends on where the characteristic value is to be assigned:

Value assigned in planning (that is, in Customizing, the master recipe, or the process order): Directly assign the characteristic to the data request. In the PI sheet, it is transferred to the message together with its value.

Value assigned automatically in the PI sheet: This is only possible for the PPPI_EVENT_DATE (event date) and PPPI_EVENT_TIME (event time) characteristics. Assign these characteristics to the PPPI_AUTOMATIC_VALUE characteristic.

Value assigned manually in the PI sheet: Assign the message characteristic to the PPPI_REQUESTED_VALUE or PPPI_CALCULATED_VALUE characteristic. In addition, you must define an input request for the input field. You can also define the unit of measure to be displayed after the input field, if required.

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Message characteristics

Simple Data Request: Overview

PPPI_MESSAGE_CATEGORY Message category

Value assigned in planning(Customizing, master recipe, process order)

Value assigned automatically in the PI sheet

Value assigned manually in the PI sheet:Input characteristic/calculation characteristics

Output values

KeyAnysequenceName ofcharacteristicPPPI_...

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PPPI_DATA_REQUEST_TYPE Simple data request

Type 0 process instruction

With a simple data request, exactly one field is created for each input and output value.

The "simple data request" is set by default if you do not specify a data request type.

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KeyAny sequence

Name ofcharacteristicPPPI_...

Message characteristics

Repeated Data Request: Overview

Value assigned in planning(Customizing, master recipe, process order)

Value assigned automatically in the PI sheet

Input characteristics

PPPI_DATA_REQUEST_TYPE Repeated data request

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PPPI_MINIMUM_TABLE_SIZE Any number

PPPI_MAXIMUM_TABLE_SIZE

PPPI_MESSAGE_CATEGORY Message category

Any number

Output values

(Table)

Type 0 process instruction

With a repeated data request, a table column is created for each input and output value.

With the PPPI_MINIMUM_TABLE_SIZE characteristic, you can specify the minimum number of rows that must be maintained in the relevant table.

With the PPPI_MAXIMUM_TABLE_SIZE characteristic, you can specify the maximum number of rows permitted in the table.

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PI_CONS process message

MATERIAL_CONSUMED

PROCESS_ORDER

EVENT_TIME

UNIT_OF_MEASURE REQUESTED_VALUE

AUTOMATIC_VALUE

MATERIAL_CONSUMED

1234

AUTOMATIC_VALUE

EVENT_TIME

EVENT_DATE

OPERATIONPHASE PROCESS_ORDER

UNIT_OF_MEASURE kg

INPUT_REQUEST Qty:

MESSAGE_CATEGORY PI_CONS

PHASE 0010

Process Message Category – Message Request (I)

MATERIAL ABC

MATERIAL

BATCHSTORAGE_LOCATIONRESERVATION

RESERVATION_ITEM

EVENT_DATE UNIT_OF_MEASUREOUTPUT_CHARACT.

Message request

Value assigned in planningValue assigned automatically

Input characteristicsOptional characteristic

Message characteristics:

The graphic shows an example of a material consumption message to illustrate the connection between a process data request and the message category requested by it:

A material consumption message (PI_CONS message category) is required.

The order number, phase, and material have already been entered in the process order. Therefore, the corresponding message characteristics are assigned directly to the process instruction.

The values for the event date and time are to be assigned automatically in the PI sheet.

The material quantity that was consumed is to be entered in the PI sheet. The text "Qty.:" has been defined as the input request for the input value. .

The unit of measure is a characteristic whose value has already been assigned in the order and can therefore be transferred to the message. The value is displayed after the input field in the PI sheet after the input value has been defined.

The other message characteristics are not required in the message. Therefore, they are not considered in the data request.

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Message Category – Message Request (II)

NREAD process message

REQUESTED_VALUE

AUTOMATIC_VALUE

MATERIAL_QUANTITY

400000000058

AUTOMATIC_VALUE

EVENT_TIME

EVENT_DATE

PROCESS_ORDER

UNIT_OF_MEASURE kg

INPUT_REQUEST Total qty:

MESSAGE_CATEGORY NREAD

CONTROL_RECIPE 100000000000000309

SOURCE CALC

MAT1 + MAT2CALCULATION_FORMULA

Message request

MATERIAL_QUANTITY

EVENT_TIME

CONTROL_RECIPE

OPERATION

EVENT_DATE

PROCESS_ORDER

PHASE

SOURCE

CONTROL_RECIPE

Message characteristics:

Value assigned in planningValue assigned automaticallyCharacteristic to be calculatedOptional message characteristic

The graphic shows the connection between a process data calculation formula and the message category requested by it:

A message about the charge quantity currently available is required. The quantity is to be taken into account using a NREAD process message.

The order number, control recipe number, and data source are already available in the process order or during control recipe creation. Therefore, the corresponding message characteristics are assigned directly to the process instruction.

The values for the event date and time are to be assigned automatically in the PI sheet.

The charge quantity to be taken is to be calculated in the PI sheet. It corresponds to the total of the material quantities charged so far (MAT1 + MAT2). The text Total qty: must be displayed before the formula result.

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Dynamic Function Call: Overview

KeyAny sequence

Name ofcharacteristicPPPI_...

Transfer parameters

PPPI_FUNCTION_NAME Name of the function module

PPPI_BUTTON_TEXT Short text

PPPI_FUNCTION_DURING_DISPLAY

Permitted/not permitted

Dynamic function call

Export parameters

Changing Parameters

Import parameters

Optional

You use the PPPI_FUNCTION_NAME characteristic to specify the function module to be started by a function call.

You call the function in the PI sheet by selecting a relevant pushbutton. If you want a different a text to the short text that appears on the pushbutton, you can use the PPPI_BUTTON_TEXT characteristic to define your own text.

You use the PPPI_FUNCTION_DURING_DISPLAY characteristic to specify whether the function can also be started when the PI sheet is displayed. If you do not include this characteristic, the function call can only be executed when the PI sheet is maintained.

You must add the following parameters of the function module to the function call:

Required parameters

Parameters that are not required but whose values are to be transferred in the function call. If an optional import or changing parameter of the function module is missing in the function call, the default value defined in the function module is used.

The standard SAP R/3 System contains a number of predefined function modules that enable you to access R/3 functions. The corresponding function calls are defined in Customizing of the SAP reference client for Process Management.

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Function Call: Export parameters

Dynamic function call

Export parameters

PPPI_EXPORT_PARAMETER

Characteristic for data type *) Constant value/variable name(from PI sheet)

Import parameter forfunction module

A

Key

Name of characteristic

*)

Any sequence Depending on the characteristic definition, a value can beassigned automatically in the process order (for constants only)PPPI_...

PPPI_DATE_VARIABLEPPPI_TIME_VARIABLEPPPI_FLOAT_VARIABLEPPPI_STRING_VARIABLE

Replace with: Characteristic Or For variable/constantwith data type

PPPI_DATE_CONSTANTPPPI_TIME_CONSTANTPPPI_FLOAT_CONSTANTPPPI_STRING_CONSTANT

DateTimeFloating point numberAlphanumeric value

Any other characteristic whose data type is identical to that of the parameter

A

In the function call, you must define import parameters of the function module as export parameters from process management.

First assign the name of the corresponding import parameter of the function module to the PPPI_EXPORT_PARAMETER characteristic.

If you want to export a constant, you can also use any other characteristic whose data type is identical to that of the parameter. You may want to do this, for example, if the value to be exported is not assigned manually but is instead assigned using the automatic characteristic value assignment.

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Example: Displaying Documents

Function moduleCOPF_DOCUMENT_SHOW_DIRECT

Import parameters:DOCUMENT_TYPE = PIDOCUMENT = VV274DOCUMENT_PART = 004DOCUMENT_VERSION = 02

...

PI sheet

PI sheet 100449Process order: 1234

Operating grp: W01

Comment sheet

Phase 10/Instr. 10Heat solvent.Start agitator.Add material ABC.Note

SAP Document Management System

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Proceed as follows to......

Standard Operating Procedure:

Display SOPTemp: ___ °CRot. speed.: ______Qty: ____ KG Signature: ____

ReceivedMaterial: XYZ Test material

You can use the COPF_DOCUMENT_SHOW_DIRECT function module to display documents that have been created in the R/3 document management system. You can use this function, for example, to display standard operating procedures (SOP) within the PI sheet which you have stored in an optical archive according to the guidelines on Good Manufacturing Practices (GMP).

The graphic illustrates how you can define and execute the corresponding function call. This function call is also contained in the SAP reference client.

The export parameters pass the following information about the document to be called to the function module:

Document type

Document name

Document part

Document version

This information identifies the required document in the document management system. The system then locates the corresponding original document and displays it.

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© SAP AG SCM344 10-20

SAP AG 2003

Function Call: Changing Parameters

Dynamic function call

Changing Parameters

Characteristic for data type *)

Changing parameter of the function module

PPPI_INPUT_REQUEST

PPPI_CHANGING_PARAMETER

Variable name (from PI sheet)

PPPI_INPUT_REQUEST

Key

Name of characteristic

*)

Any sequence Optional

PPPI_...

Replace with: Characteristic For variable with data typePPPI_DATE_VARIABLEPPPI_TIME_VARIABLEPPPI_FLOAT_VARIABLEPPPI_STRING_VARIABLE

DateTimeFloating point numberAlphanumeric value

You must define changing parameters of the function module as changing parameters in the function call too.

First, assign the name of the relevant changing parameter for the function module to the PPPI_CHANGING_PARAMETER characteristic.

Then choose the appropriate characteristic for the data type of the parameter. Assign to this characteristic the name of the variable to be exported.

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© SAP AG SCM344 10-21

SAP AG 2003

Function Call: Import Parameters

Dynamic function call

Import parameters

Characteristic for data type *)

Export parameter of the function module

PPPI_INPUT_REQUEST

PPPI_ IMPORT_PARAMETER

Variable name (from PI sheet)

Short text

Key

Name of characteristic

*)

Any sequence Optional

PPPI_...

Replace with: Characteristic For variable with data typePPPI_DATE_VARIABLEPPPI_TIME_VARIABLEPPPI_FLOAT_VARIABLEPPPI_STRING_VARIABLE

DateTimeFloating point numberAlphanumeric value

You must define export parameters of the function module as import parameters in the function call.

You use the PPPI_INPUT_REQUEST characteristic to specify the text that is to be displayed before the imported value in the PI sheet.

Assign the name of the corresponding export parameter of the function module to the PPPI_IMPORT_PARAMETER characteristic.

Then choose the appropriate characteristic for the data type of the parameter. Assign to this characteristic the name of the variable to which the imported value is to be transferred in the PI sheet.

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© SAP AG SCM344 10-22

SAP AG 2003

Sequence Definition

Key

Name ofcharacteristic

PPPI_PREDECESSOR Number of the predecessor phase

PPPI_...

Sequence definition

You can use this function to specify that a certain phase may only be maintained in the PI sheet after another phase or several other phases have been completed.

You must always place the definition of a sequence definition at the beginning of a phase before all other process instructions.

If a phase has several predecessors, you must specify the PPPI_PREDECESSOR characteristic in the process instruction for each predecessor phase.

The PPPI_PREDECESSOR characteristics must be placed at the beginning of a process instruction.

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© SAP AG SCM344 10-23

SAP AG 2003

PI Sheet – Process Instructions: Summary

You now know how to maintain basic process instructions to implement important elements and functions of a PI sheet.

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© SAP AG SCM344 10-24

Exercises

Unit: PI Sheet – Process Instructions

• Example of maintaining typical type 0 process instructions

1-1 In the mass maintenance for production versions, select the production versions of your T-FDA## material for plant 1100. The worklist for mass maintenance contains two production versions:

• Production version 0002 with recipe 20 of the T-EX1## recipe group: Recipe 20 was the basis of the PI sheets maintained in the previous unit. You can use the following maintenance of process instructions in recipe 10 for comparison or checking purposes.

• Production version 0001 with recipe 10 of the T-EX1## recipe group: Recipe 10 is a copy of recipe 20 where process instructions were deleted for the phases of operation 200. The course instructor will explain the structure and functions of the process instructions for the phases of operations 100 and 300 as well as the process instructions that already exist for the phases of operation 200. The missing process instructions for the phases of operation 200 will be added in the following exercises. You will be able to use some process instruction categories that already exist in Customizing for this. However, you will also have to create some process instruction categories in Customizing yourself.

Use the information in your training materials to maintain the process instruction categories and the process instructions.

1-2 Access recipe 10 of the T-EX1## recipe group from production version 0001.

1-3 Navigate to the process instruction overview of phase 210.

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Phase 210; PI 0010 INSTR_0: Displaying long texts: Output characteristic, output variable, text symbols 2-1 An INSTR_0 category and type 0 process instruction is assigned.

Simulate the PI sheet for this process instruction. Next display the details of the process instruction to analyze the characteristics.

2-2 Output characteristic, text symbols (Training materials: Definition of Input and Output Values: Minimum Information section) First explain the relationship functions of the 0005 PPPI_INSTRUCTION, 0010 PPPI_OUTPUT_TEXT and 0020 PPPI_OUTPUT_CHARACTERISTIC characteristics and their characteristic values: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

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2-3 Output variable, declaring a global variable (Training materials: Definition of Input and Output Values: Minimum Information section Definition of Entries: Additional functions section Definition of Variables section) Now you must explain the relationship and functions of the 0030 PPPI_DECLARE_VARIABLE, 0040 PPPI_VARIABLE_TYPE, 0050 PPPI_OUTPUT_TEXT and 0060 PPPI_OUTPUT_VARIABLE characteristics. Explanations: The 0030 PPPI_DECLARE_VARIABLE characteristic declares how the global INFO_FOR_PRODUCTION variable is used. This global variable was defined in phase 130 in the 0030 TEXT process instruction for the PPPI_INSTRUCTION input characteristic. Note that phases 130 and 210 are assigned to different control recipe destinations. The 0040 PPPI_VARIABLE_TYPE characteristic is used to define the format of the declared variables. The assignment of the PPPI_INSTRUCTION characteristic recognizes the variable as a long text variable. Now explain the function of the 0050 PPPI_OUTPUT_TEXT and 0060 PPPI_OUTPUT_VARIABLE characteristics: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2-4 Transferring phase short texts To transfer the phase short text into the PI sheet as a phrase, the PPPI_PHASE_SHORT_TEXT characteristic, whose values are assigned automatically, must be assigned to the phase. For this reason, this characteristic was included on item 0100 in the INSTR_0 process instruction. You cannot simulate an automatic value assignment in the recipe however you can display one of the PI sheets maintained in a previous section, if required.

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Customizing: Creating a INSTR_## process instruction category for displaying long texts and note texts 3-1 In Customizing, create an type 0 process instruction category, INSTR_## for plant

1100. Description Control instruction with note, grp. ##.

3-2 (Training materials: Definition of Input and Output Values: section Minimum Information To implement the following functions, assign characteristics and characteristic values to the INSTR_## process instruction category: You want to be able to display a long text in the PI sheet. Select your text characteristic, LONG_TEXT-## as the output characteristic. You want to be able to display a note text in the PI sheet. You must use the predefined PPPI_NOTE characteristic as the output characteristic for this. Define the default texts for the characteristics that have to be assigned short and long texts. Save your process instruction category.

Phase 210; PI 0030 INSTR_##: Using the INSTR_## process instruction category; adjusting the characteristics 3-3 Now enter your INSTR_## process instruction category as process instruction 0030 in

the process instruction overview of phase 210. Results: The characteristics of the selection category are copied into the recipe. Next simulate the PI sheet for this process instruction. Then change the description of the process instruction to Execution step: Setting up prod. line.

3-4 Adjust the characteristics of the 0030 INSTR_## process instruction as follows: You do not need to enter a note text here in the PI sheet. Delete the corresponding characteristics. You want the section for the long text to have the Set up production line. The long text to be displayed should appear as follows: Make sure that the production line has been cleared. Set up the production line in accordance with SOP 234-01.

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Finally simulate the PI sheet for this process instruction.

Phase 230; PI 0020 INSTR_##: Using the INSTR_## process instruction category; adjusting the characteristics 3-5 Assign another INSTR_## process instruction.

Enter the instruction category as process instruction 0020 in the process instruction overview of phase 230. Change the description of the process instruction to Execution step: Report produced quantity.

3-6 Adjust the characteristics of the 0020 INSTR_## process instruction as follows: You want the section for the long text to have the Production quantity message. The long text to be displayed should appear as follows: Take a sample of the active ingredient solution for the laboratory and make sure that it is labeled properly. You can specify information for the laboratory personnel in the text field below. Pump the produced active ingredient into the tank provided. Read the fill level of the tank and report the production quantity in the subsequent table. Seal the tank container and make sure that it is labeled properly. Receive the tank into storage 0002. The note should be called Identification. The note text should appear as follows: Labeling the sample and the tank: Process order: &PPPI_PROCESS_ORDER& Product: &PPPI_MATERIAL& &PPPI_MATERIAL_SHORT_TEXT& Batch: &PPPI_BATCH& Define the &...& text symbols by selecting Edit -> Command -> Insert command.... in the long text editor and enter the corresponding text symbol in each case in the Symbols text field. To transfer the phase short text into the PI sheet as a phase title, assign the PPPI_PHASE_SHORT_TEXT characteristic, whose values are assigned automatically, as the last process instruction characteristic. Finally, simulate the PI sheet for the process instruction.

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Phase 210; PI 0040 DOCUMENT: Example of a function call: Displaying a document 4-1 (Training materials:

Dynamic Function Call: section Overview Function call: Export parameter section) In the process instruction overview of phase 210, assign process instruction 0040 of the DOCUMENT process instruction category. Change the description of the process instruction to Display document SOP 234-01.

4-2 Go to the details (characteristic overview) for the 0040 DOCUMENT process instruction. Describe the structure and function of the process instruction: ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

4-3 The DOCUMENT process instruction is to display a document with the following address data: DOCUMENT_TYPE DOC DOCUMENT SOP 234-01 DOCUMENT_PART 000 DOCUMENT_VERSION 00 The pushbutton text should be Document SOP 234-01. The function call is also to be allowed in display mode. Adjust the process instruction accordingly for this and then simulate the PI sheet for the process instruction and test the function call.

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Phase 210; PI 0020 PHSTB: Requesting a message; input fields; variable definitions 5-1 (Training materials:

Definition of Input and Output Values section Definition of Entries: section Additional functions Definition of Variables section Requesting messages section Simple data request section: Overview Process Message Category – Message Request (I) section) In the process instruction overview of phase 210, assign process instruction 0020 of the PHSTB process instruction category. Change the description of the process instruction to Start PI sheet with signature. Simulate the PI sheet for the process instruction.

5-2 Go to the details (characteristic overview) for the 0020 PHSTB process instruction. Describe the structure and function of the process instruction: ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

5-3 Adjust the 0020 PHSTB process instruction as follows: The short text of the input field should appear as follows: Time: The value to be entered automatically in the PI sheet for the event time is to be assigned to a TIME_START variable. Implement the changes and simulate the PI sheet for the process instruction.

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Phase 210; PI 0050 PHSTF: Input field with input validation

5-4 (Training materials: Input validation section In the process instruction overview of phase 210, create process instruction 0050 of the PHSTF process instruction category. Change the description of the process instruction to Signature: Production line set up. Simulate the PI sheet for the process instruction.

5-5 Adjust the 0050 PHSTF process instruction as follows: The short text of the input field should appear as follows: Time: The value to be entered automatically in the PI sheet for the event time is to be assigned to a TIME_END variable. You should define the following input validation for the PPPI_SIGNATURE input characteristic: The check formula should be: TIME_END > TIME_START Effect: The result of the input validation is incorrect if a signature for the Production line set up input field is executed in the PI sheet and a signature has not yet been executed for the Start PI sheet signature. When an incorrect signature is executed, the long text You have not yet confirmed the start of the PI sheet. should be displayed. An incorrect signature should never be accepted. Implement your changes and then simulate the PI sheet for the entire phase 210. In particular, test the input validation.

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Phase 220; PI 0040 MEAS-2: Definition of an input table (=repeated data request) with a signature, input validations and variable definitions

6-1 (Training materials: Definition of Entries: section Additional functions Grouping of Input and Output Values; Naming Tables section Definition of Variables section Input Validation section Repeated Data Request: section You have assigned the 0040 MEAS-2 process instruction in phase 220 in an exercise for the Process Instructions – Structure and Settings unit. Change the description of the process instruction to Temperature and Airflow Measurement and then simulate the current settings for the process instruction.

6-2 The process instruction defines a table (PPPI_DATA_REQUEST_TYPE, repeated data request) where two measured values and can be reported using MEAS-00E messages. Next, adjust the table as follows: The title of the table should be: Temp. & Airflow Message The output text for the output characteristic of the first measured value should be: Temperature (Target) The default value of the first measured value should be 45. The text for the input field of the first measured value should be: Temperature (Actual) The output text for the output characteristic of the second measured value should be: Airflow (Target) The default value of the second measured value should be 1.8. The text for the input field of the second measured value should be: Airflow (Actual) The unit of measurement for the second measured value should be m3/s. Implement the corresponding changes and simulate the PI sheet for the process instruction.

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6-3 Implement other changes for the 0040 MEAS-2 process instructions: You must use the TEMP-01 measuring device to measure the temperature. You must use the AIR-01 measuring device to measure the airflow. Assign the PPPI_SOURCE characteristics accordingly. You want to define input validations for the input values: The temperature in the area must be between 40 and 50. Check formula: X > 40 AND X < 50 The text for an invalid temperature entry should be: The temperature is outside the tolerance limit. Correct the value for an incorrect entry. or Document the incorrect value with a comment and a signature. An invalid temperature entry can only be accepted with a signature. The airflow in the area must be between 1.6 and 2.0. Check formula: X > 1.6 AND X < 2.0 The text for an invalid airflow entry should be: The airflow is outside the tolerance limit. Correct the value for an incorrect entry. or Document the incorrect value with a comment and a signature. An invalid airflow entry can only be accepted with a signature. Finally transfer the input values for the temperature to the TEMP variable. Implement the corresponding changes and simulate the PI sheet for the process instruction. In particular, test the input validations.

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Customizing: Creating a CALC_## process instruction category for calculating a value

7-1 In Customizing, create a type 0 CALC_## process instruction category for plant 1100. Define Calculation of a value, grp. ## as the description.

7-2 (Training materials: Definition of Calculations section Requesting Messages section Message Category – Message Request (II) section) Set the process instruction category as follows: The process instruction can be used to request a MEAS-## message. To do this, display the characteristics of the MEAS-## message category in a second session. All required characteristics of this message category must be copied into the process instruction category. Remember that some characteristics are automatically assigned values and therefore are assigned as characteristic values. You should also copy the PPPI_PHASE and PPPI_UNIT_OF_MEASURE characteristics, which are not required. The PPPI_EVENT_DATE (event date) and PPPI_EVENT_TIME (event time) characteristics are automatically assigned values in the PI sheet. The PPPI_PROCESS_ORDER and PPPI_PHASE characteristics are to be automatically assigned values when the control recipe is created. The PPPI_UNIT_OF_MEASURE characteristic is to assigned values manually in the master recipe. The value of the MEASURED_VALUE characteristic is to be calculated in the PI sheet. The text for the calculated value should be: Calculated value The calculation formula is to be defined in the master recipe, therefore, a value does not yet have to be assigned to the PPPI_CALCULATION_FORMULA value. The unit of measure should appear after the calculated value.

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Phase 220; PI 0050 CALC_##

7-3 In the process instruction overview of phase 220, assign process instruction 0050 of the CALC_## process instruction category. Change the description of the process instruction to Average temperature calculation.

7-4 You can use the 0050 CALC_## process instruction to calculate the average temperature of the temperature values entered for the 0040 MEAS-2 process instruction. Adjust the CALC_## process instruction as follows: Define °C as the unit of measure for the calculated temperature. The text for the calculated value should be: Average temperature: Use the calculation formula: TEMP_SUM/TEMP_COUNT TEMP_SUM provides the total and TEMP_COUNT provides the number of temperature values entered in the MEAS-2 table for the TEMP variable. (The SAP-R/3 documentation contains further information about defining calculations.) After modifying the process, simulate the PI sheet for the 0040 MEAS-2 and 0050 CALC_## process instructions. Enter some table rows and then calculate the average temperature.

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Test the above maintenance activities: Create a process order for production version 0001; release this order; create and send control recipes; Analyze and maintain the PI sheet for the Production operating group.

8-1 Now test whether all the above maintenance activities have been carried out without errors: Create a process order for the T-FDA## material in plant 1100. Select the PI01 order type. Select a total quantity of 500 liters. Scheduling type: Current date Check that production version 0001 was selected when you created the process order.

8-2 Save your order. Release the order and create the control recipes. Send the control recipes to your order in the control recipe monitor. Select the PI sheets for the order. Access your PI sheet for the Production operating group in change mode. Maintain the PI sheet and check that all the maintained process instructions are displayed correctly. Also check that the functions of the process instructions work correctly. In the message monitor, also display the process messages that were created when you maintained the PI sheet.

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Solutions

Unit: PI Sheet – Process Instructions

1-1 Known procedure.

1-2 Known procedure.

1-3 Known procedure.

Phase 210; PI 0010 INSTR_0: Displaying long texts: Output characteristic, output variable, text symbols 2-1 Known procedure.

2-2 Output characterstic, text symbols The 0010 PPPI_OUTPUT_TEXT and 0020 PPPI_OUTPUT_CHARACTERISTIC characteristics define the display of the value for the PPPI_INSTRUCTION characteristic: The PPPI_OUTPUT_TEXT characteristic is assigned the Start PI sheet short text which describes the output value in greater detail. The PPPI_INSTRUCTION output characteristic is assigned as a value to the PPPI_OUTPUT_CHARACTERISTIC characteristic. The value of this characteristic is displayed in the PI sheet. You must assign long text to the PPPI_INSTRUCTION characteristic. You assign the 0005 PPPI_INSTRUCTION characteristic the following long text Confirm the start of the PI sheet with your signature. Operation: &PPPI_OPERATION& &PPPI_OPERATION_SHORT_TEXT& Resource: &PPPI_PHASE_RESOURCE& Refer to the information from the Picking area. Note: Use the graphical PC editor to display long texts using the Goto → Configure Editor... menu option. The &PPPI_OPERATION&, &PPPI_OPERATION_SHORT_TEXT& and &PPPI_PHASE_RESOURCE& characteristic names enclosed in &...& are text symbols. An automatic characteristic calculation is used to replace the text symbols in the process order (simulation is not possible in the recipe) with the current values of the

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operation number, the short text for the operation and the resource name. Since text symbols cannot be simulated in the recipe, for the Production operating group you can display the PI sheet that was maintained in the previous unit, if required.

2-3 Output variable, declaring a global variable The 0050 PPPI_OUTPUT_TEXT and 0060 PPPI_OUTPUT_VARIABLE characteristics define the display of the value for the INFO_FOR_PRODUCTION global variables. The display of a global variable cannot be simulated in the recipe. If required, for the Scales and Production operating groups, you can display the PI sheets maintained in the previous unit.

2-4 See exercise.

Customizing: Creating a INSTR_## process instruction category for displaying long texts and note texts 3-1 Customizing:

(...) → Process Management → Process Instructions → Define Process Instruction Categories (General) (for plant 1100)

Choose New entries and make the required entries:

3-2 Characteristics for the INSTR_## process instruction category:

No. Characteristic Characteristic value

10 LONG_TEXT-## Default long text

20 PPPI_OUTPUT_TEXT Default short text

30 PPPI_OUTPUT_CHARACTERISTIC LONG_TEXT-##

40 PPPI_NOTE Default long text

50 PPPI_OUTPUT_TEXT Default short text

60 PPPI_OUTPUT_CHARACTERISTIC PPPI_NOTE

To enter the default long text for LONG_TEXT-## and PPPI_NOTE, select the characteristic and choose the Long text icon.The LONG_TEXT-## and PPPI_NOTE characteristics can also be placed in other areas but not between the PPPI_OUTPUT_TEXT and PPPI_OUTPUT_CHARACTERISTIC characteristics. Save your process instruction category.

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Phase 210; PI 0030 INSTR_##: Using the INSTR_## process instruction category; adjusting the characteristics 3-3 Known procedure.

3-4 Delete the three characteristics that refer to the note text display. Assign the short text, Set up production line, to the PPPI_OUTPUT_TEXT characteristic. Assign the long text specified in the exercise to the LONG_TEXT-## characteristic.

Phase 230; PI 0020 INSTR_##: Using the INSTR_## process instruction category; adjusting the characteristics 3-5 Known procedure.

3-6 Assign the long text specified in the exercise to the LONG_TEXT-## characteristic. Assign the note text specified in the exercise to the PPPI_NOTE characteristic. Assign the relevant short texts to the PPPI_OUTPUT_TEXT characteristics.

Phase 210; PI 0040 DOCUMENT: Example of a function call: Displaying a document 4-1 Known procedure.

4-2 The process instruction defines a function call. The PPPI_FUNCTION_NAME characteristic is used to specify that the R/3 COPF_DOCUMENT_SHOW_DIRECT function module is called.

This special function module enables you to display a document from the document management system. This type of document is addressed using the following import parameters of the function module: DOCUMENT_TYPE DOCUMENT DOCUMENT_PART DOCUMENT_VERSION The import parameters of the function module to be filled with the address data must be assigned as a characteristic value to the PPPI_EXPORT_PARAMETER characteristic in the function call. The import parameters have an alphanumeric data format. You therefore have to define the address data in each case as a value of the PPPI_STRING_CONSTANT characteristic which must be inserted into the process instruction immediately after the relevant PPPI_EXPORT_PARAMETER characteristic. A function is called in the PI sheet by selecting a corresponding pushbutton. The pushbutton is named by assigning a short text to the PPPI_BUTTON_TEXT characteristic. You can use the PPPI_FUNCTION_DURING_DISPLAY characteristic to define whether the function can also be called in display mode.

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4-3 See the exercise description.

Phase 210; PI 0020 PHSTB: Requesting a message; input fields; variable definitions 5-1 Known procedure.

5-2 The process instruction defines the message request. You use the PPPI_MESSAGE_CATEGORY characteristic to specify that a PI_PHST message is requested. Immediately after the PPPI_MESSAGE_CATEGORY characteristic, you define the message characteristics to be sent using the message. You can display the PI_PHST message category in a second session to check which characteristics of the message category are taken in account in a message. The required characteristics of a message category must always be contained in the message. The type of assignment for the message characteristics determines where they appear in the process instruction: The PPPI_EVENT_DATE (event date) and PPPI_EVENT_TIME (event time) are automatically assigned values in the PI sheet and are therefore each assigned as characteristic values to the PPPI_AUTOMATIC_VALUE process instruction characteristic. The PPPI_PROCESS_ORDER and PPPI_PHASE message characteristics are to be automatically assigned values when the control recipe is created. The PPPI_PHASE_STATUS message characteristic was already assigned the Begin value in Customizing. The assignment for the PPPI_REQUESTED_VALUE process instruction characteristic defines the PPPI_SIGNATURE message characteristic as an input characteristic in the PI sheet. This means that its value is entered manually in an input field in the PI sheet. The text for the input field is defined by the short text of the PPPI_INPUT_REQUEST process instruction characteristic assigned immediately beforehand. At the beginning of the process instruction, the PPPI_DATA_REQUEST_TYPE characteristic indicates that this is a simple data request.

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5-3 The changes to be implemented are highlighted in bold:

Characteristic Characteristic value

... ...

PPPI_INPUT_REQUEST Start PI sheet:

PPPI_REQUESTED_VALUE PPPI_SIGNATURE

PPPI_VARIABLE TIME_START

PPPI_AUTOMATIC_VALUE Event time

PPPI_OUTPUT_TEXT TIME

… …

Phase 210; PI 0050 PHSTF: Input field with input validation 5-4 Known procedure.

5-5 The changes to be implemented are highlighted in bold:

Characteristic Characteristic value

... ...

PPPI_INPUT_REQUEST Production line set up:

PPPI_REQUESTED_VALUE PPPI_SIGNATURE

PPPI_VALIDATION_FORMULA TIME_END > TIME_START

PPPI_TEXT_FOR_INVALID_INPUT Long text (see exercise)

PPPI_ACCEPT_INVALID_INPUT Never accept

PPPI_VARIABLE TIME_END

PPPI_AUTOMATIC_VALUE Event time

PPPI_OUTPUT_TEXT TIME

… ...

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Phase 220; PI 0040 MEAS-2: Definition of an input table (=repeated data request) with a signature, input validations and variable definitions 6-1 Known procedure.

6-2 The changes to be implemented are highlighted in bold:

Characteristic Characteristic value

... ...

PPPI_INPUT_GROUP Temperature & airflow message

... ...

MEASURED_VALUE 45

PPPI_OUTPUT_TEXT Temperature (target)

PPPI_OUTPUT_CHARACTERISTIC MEASURED_VALUE

PPPI_INPUT_REQUEST Temperature (actual)

… …

… …

MEASURED_VALUE 1.8

PPPI_OUTPUT_TEXT Airflow (target)

PPPI_OUTPUT_CHARACTERISTIC MEASURED_VALUE

PPPI_INPUT_REQUEST Airflow (actual)

… …

PPPI_UNIT_OF_MEASURE m3/s

… …

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6-3 The changes to be implemented are highlighted in bold:

Characteristic Characteristic value

... ...

PPPI_SOURCE TEMP_01

... ...

PPPI_INPUT_REQUEST Temperature (actual)

PPPI_VARIABLE TEMP

PPPI_REQUESTED_VALUE MEASURED_VALUE

PPPI_VALIDATION_FORMULA X > 40 AND X < 50

PPPI_TEXT_FOR_INVALID_INPUT Long text (see exercise)

PPPI_ACCEPT_INVALID_INPUT Only accept with signature

… ...

… ...

PPPI_SOURCE AIR_01

… …

PPPI_REQUESTED_VALUE MEASURED_VALUE

PPPI_VALIDATION_FORMULA X > 1.6 AND X < 2.0

PPPI_TEXT_FOR_INVALID_INPUT Long text (see exercise)

PPPI_ACCEPT_INVALID_INPUT Only accept with signature

... ...

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Customizing: Creating a CALC_## process instruction category for calculating a value 7-1 Known procedure.

7-2 Set the instruction category as follows:

No. Characteristic Characteristic value

10 PPPI_MESSAGE_CATEGORY MEAS-##

20 PPPI_PROCESS_ORDER

30 PPPI_PHASE

40 PPPI_UNIT_OF_MEASURE

50 PPPI_INPUT_REQUEST Calculated value:

60 PPPI_CALCULATED_VALUE MEASURED_VALUE

70 PPPI_CALCULATION_FORMULA

80 PPPI_OUTPUT_CHARACTERISTIC PPPI_UNIT_OF_MEASURE

90 PPPI_AUTOMATIC_VALUE PPPI_EVENT_DATE

100 PPPI_AUTOMATIC_VALUE PPPI_EVENT_TIME

The PPPI_MESSAGE_CATEGORY characteristic must appear in the first position. The sequence of the PPPI_INPUT_REQUEST characteristics up to PPPI_OUTPUT_CHARACTERISTIC must be followed. However, you can choose the position of the remaining characteristics as you wish, taking into account the existing requirements.

Phase 220; PI 0050 CALC_## 7-3 Known procedure.

7-4 The changes to be implemented are highlighted in bold:

Characteristic Characteristic value

... ...

PPPI_UNIT_OF_MEASURE °C

PPPI_INPUT_REQUEST Average temperature:

PPPI_CALCULATED_VALUE MEASURED_VALUE

PPPI_CALCULATION_FORMULA TEMP_SUM/TEMP_COUNT

… …

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Test the above maintenance activities: Create a process order for production version 0001; release this order; create and send control recipes; Analyze and maintain the PI sheet for the Production operating group. 8-1 Follow the exercise description.

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Automatic generation of process instructions for control recipe destinations

Automatic assignment of values to process instruction characteristics

Text symbols

Process Instructions - Generation and Other Functions

Contents:

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Process Instructions - Generation and Other Functions: Course Objectives

At the conclusion of this unit, you will be able to:

Implement the appropriate Customizing settings to have certain process instructions generated automatically when you create a control recipeDescribe the options to automatically assign values to characteristicsUse text symbols in process instructions.

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Overview Diagram 11

Data Transfer betweenApplications

Decentralized Process Management

Process Instructions -Generation and otherFunctions

PI Sheet –Process instructions

PI Sheet –Elements and Functions

Control Recipes -Settings and Processing

Process Instructions -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages -Processing

Process Messages -Structure and Settings

Course Overview

Introduction

1111

SAP OPC Data AccessProcess Instructionsfor Process Control Systems

11

22

33

44

55

66

77

99

88

1212

1313

1414

1010

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Process order

Operations

phases

Destinations

proc. instr.

Destinations

Proc. instr.

Operations

Customizing

Process instr. categories

Control recipe destinations with process instructions to be generated

Create manually

Generateautomatically

copygenerate ControlControl

recipesrecipes

Master recipe

Operations

phases

Destinations

proc. instr.Proc. instr.

Operations

copy

Creating and Generating Process Instructions

Phases

Destinations

Phases

The graphic provides an overview of where and how process instructions can be created:

Process instructions are predefined in Customizing.

On the basis of these Customizing settings, you can manually create the process instructions required for a specific process in the master recipe and process order.

If you want a particular process instruction to be contained in all control recipes for a specific destination, you can have them generated automatically by the system.

- The settings required for this are made in Customizing (see next graphic).

- In the operation overview of the master recipe, you can display information about the process instructions to be generated for the recipe.

- The process instructions are generated when you create a control recipe, and are added to the process order and the control recipe. However, you can also start the generation manually in advance in the process order. Generated process instructions always have numbers 0000 or 9999.

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Operation 1

000000000000000000000010.. .999999999999

Operation 2

Control recipe for destination

Control recipe destinations

Process instructions to be generated

ItemStrt CtrlRecStart Op.Strt phaseStrt phaseStrt phaseFin. phaseFin. phaseFin. phaseFin. phaseFin. phase

000000000010...999999999999

SIGNOP_TEXTPH_TEXTPHST_SMAT_INFO

...CONSPHST_FSIGN

PH_TEXTPHST_S

...QM_JMPPHST_FSIGN

12345

CONSQM_JMPPRODPHST_FSIGN

01

03InspRq.

123

PH_TEXTPHST_SMAT_INFO 03

OP_TEXT.SIGN

Sequen. Instr. cat. GenScop Filter

Generating Process Instructions: Settings

Phase 1

Phase 2

Phase 1

If process instructions are to be generated automatically for a control recipe destination, you need to maintain the following information in Customizing for this destination:

The process instruction categories for which you want the system to generate process instructions

The item within the control recipe where you want the generated process instructions to be inserted

The sequence in which the process instructions are to be inserted within an item

The scope of generation, that is, the objects for which you want to insert process instructions in the specified item (for example, for all order items or all reservation items)

The filter you want to use in addition to the item and scope of generation to restrict the number of generated process instructions (for example, only for phases where inspection characteristics are set).

Note: You cannot create a control recipe unless values have been assigned to all characteristics of the corresponding process instructions. For this reason, make sure that automatically generated process instructions only contain characteristics whose values have already been assigned in Customizing or can automatically be assigned in the process order.

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Selection criteria at header level• Order type• Recipe group

Selection criteria at operation/phase level• Resource• Control key

Selection criteria at component level• Item category• Batch management requirement/batch entry• Backflushing

Filter Criteria for the Generation

You can restrict the number of generated process instructions by defining a filter.

The filter criteria listed below are specifically available for the scopes of generation 01 (for all reservations) and 03 (for all reservations and order items). The system only generates a process instruction for a component if the settings made in the filter match those for the component.

Backflushing of components While generating the process instruction, the system checks whether a component in the material list of the process order has been marked for backflushing. If the Backflush indicator has been set in the resource, it is not taken into account when generating the process instruction.

Batch management requirement for components The system checks the material master record (Work scheduling or Purchasing view) to see whether a component is subject to batch management.

Time of batch entry for component The system checks the point in time at which batches must be determined in the material master (Work scheduling view).

Item category of the material component The system checks which item category has been assigned to a component in the material list of the process order. In the standard system, process instructions are only generated for stock items because a reservation item exists for them. If you select additional item categories, the system also generates process instructions for these, even though there are no reservation items.

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Empfänger

ControlControlrecipesrecipes

CustomizingProcess instr. categories

Control recipe destinations with process instructions to be generatedCharacteristics with the relevant functions and tables

Assign value automatically

Process order

Operations

phases

Destinations

proc. instr.

Phases

Destinations

Proc. instr.

Operations

Master recipe

Operations

phases

proc. instr.

Phases

Destinations

Proc. instr.

Operations

copycopy copycopygenerate

Create value manually

Automatically Assigning Values toProcess Instruction Characteristics

Destinations

The graphic provides an overview of where and how a value can be assigned to process instruction characteristics.

You can manually assign a value to process instruction characteristics as follows:

In the process instruction category, provided that the value contains general information

In the master recipe, provided that the value is process-specific

In the process order for values that refer to a specific production run

In addition, there are two ways to automatically assign characteristic values:

Value assignment in the process order or during control recipe creation:

- This type of value assignment is carried out using a value assignment function or table that you assign to the characteristic in Customizing. You can also define your own value assignment functions in Customizing. Information on the value assignment function of a characteristic is provided in the process order and the process instruction category. To display this information, call the field help for indicator A (Automatic value assignment) on the characteristic assignment screen.

Value assignment when generating process instructions:

- This type of automatic value assignment depends on the scope of generation. It can only be used for some of the characteristics predefined by SAP.

Values you have maintained manually are not overwritten during the automatic value assignment.

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Characteristic to be assigned value

PPPI_MATERIALPPPI_MATERIAL_SHORT_TEXTPPPI_MATERIAL_CONSUMEDPPPI_MATERIAL_PRODUCEDPPPI_MATERIAL_QUANTITYPPPI_BATCHPPPI_STORAGE_LOCATION

Reference characteristic

PPPI_UNIT_OF_MEASURE

PPPI_MATERIAL_ITEMPPPI_RESERVATION_ITEMPPPI_ORDER_ITEM

Preceding characteristic to whicha quantity has been autom. assigned

PPPI_ACTIVITYPPPI_STANDARD_VALUE_TEXT PPPI_STD_VALUE_PARAMETER

Automatic Characteristic Value Assignment:Dependencies (1)

The standard system contains a number of characteristics to which functions for automatic value assignment have been assigned. Some of these value assignment functions cannot determine a value unless a value has been assigned beforehand to another characteristic in the same process instruction. This graphic and the next graphic both provide an overview of these dependencies:

The number, short text, quantity, batch, or storage location of a material can only be determined if the system knows which material is used. Therefore, the system needs the corresponding material item of the material list, the reservation item, or the order item. Otherwise, the characteristic is assigned the number of the leading product (header material).

The unit of measure can only be determined for a quantity that has automatically been determined beforehand in the same process instruction.

The planned activity as well as the short text of the corresponding parameter can be determined if the process instruction contains the parameter ID.

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Characteristic to be assigned value Reference characteristic

Characteristic for which the followingvalue assignment function is used:COAV_RESOURCE_CHARACTERISTIC

Classification characteristic that- Has the same name- Is assigned as the value of the

preceding PI characteristic

PPPI_INPUT_GROUPPreceding characteristic:PPPI_INSPECTION_CHARACTERISTICPPPI_MATERIAL

Automatic Characteristic Value Assignment:Dependencies (2)

The standard system contains a number of characteristics to which functions for automatic value assignment have been assigned. Some of these value assignment functions cannot determine a value unless a value has been assigned beforehand to another characteristic in the same process instruction. This graphic and the previous graphic both provide an overview of these dependencies:

You can use the COAV_RESOURCE_CHARACTERISTIC function to copy characteristic values that have been determined during resource classification into a process instruction characteristic. However, this is only possible if:

- The names of the process instruction characteristic and classification characteristic are identical

- This classification characteristic is assigned as a value to the preceding process instruction characteristic

The PPPI_INPUT_GROUP characteristic can be automatically assigned the description of an inspection characteristic or the number of a material. For the system to be able to do this, the number of the inspection characteristic or material must have already been specified in the process instruction.

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Data request

Resource class RES1

Resource R1 Resource R2

Master recipe 1

* Automatic assignment of values using COAV_RESOURCE_CHARACTERISTIC function

Master recipe 2

Resource R3

MEAS_DEV = R3

Resource R3Phase 35 -Resource R3Phase 35 -

MEAS_DEV = R1 MEAS_DEV = R2

Data request...

00450050

RES_CHARSOURCE* R3

MEAS_DEV

MEAS1

==

MEAS1

0050 MEAS_ DEV* = R3

...

Automatic Value Assignment with Resource Attributes (Example)

Task to be performed in the example: During the course of a process, you must record a measured value. Which measuring device provides you with this value depends on the resource that was selected in the process order. For this reason, you want the name of the measuring device to be transferred to the process instruction automatically after you have selected the resource.

Solution: To classify possible resources, you use a class with a characteristic (MEAS-DEV in our example) to which you assign the name of the measuring device as its value.

Depending on how the characteristic is defined, you have the following options in the process instruction:

- The classification characteristic (MEAS_DEV) has been released for use in process instructions through its characteristics group. The COAV_RESOURCE_CHARACTERISTIC value assignment function has been assigned to the characteristic. In this case, you assign the MEAS_DEV characteristic directly to the process instruction. Its value is taken from the resource classification (see master recipe 1).

- The process instruction already contains a characteristic (SOURCE in our example) that is to be assigned the name of the measuring device as its value using the COAV_RESOURCE_CHARACTERISTIC function. In this case, you assign any characteristic (for example, RES_CHAR) to the process instruction immediately before the SOURCE characteristic. You then assign the name of the MEAS_DEV classification characteristic as the value of the new characteristic. The value of the SOURCE characteristic is then taken from this classification characteristic (see master recipe 2).

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Scope of generation Characteristic

For all reservation itemsand order items

PPPI_MATERIAL_ITEMPPPI_RESERVATION_ITEM

For all reservation items PPPI_MATERIAL_ITEMPPPI_RESERVATION_ITEM

For all order items PPPI_ORDER_ITEM_NUMBER

For all inspectioncharacteristics

PPPI_INSPECTION_CHARACTERISTIC

For all predecessors PPPI_PREDECESSOR

For all variable activities PPPI_STD_VALUE_PARAMETER_ID

Automatic Characteristics Value AssignmentDuring Generation

The graphic shows the characteristics to which a value is assigned automatically when you use a specific scope of generation to generate process instructions.

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INPUT_REQUEST

UNIT_OF_MEASURE

Material qty:

1234

REQUESTED_VALUEkgMATERIAL_CONSUMED

PROCESS_ORDER

MATERIAL_CONSUMED 200,00

INPUT_GROUP ABC:

MESSAGE_CATEGORYDATA_REQUEST_TYPE Simple data request

PI_CONS

PHASE 0010

Manually inCustomizing

Value assignment:

MATERIAL ABCRESERVATION 32605RESERVATION_ITEM 0010

AUTOMATIC_VALUEAUTOMATIC_VALUE

EVENT_TIMEEVENT_DATE

Automaticallyin the orderAutomaticallyduring generationIs reference charac.for value assignmt.

Value Assignment in Generated Process Instructions - Example

Process data request

The data request for material consumption messages shown in the graphic is created when the For all reservation items scope of generation is used to generate process instructions. The following groups of characteristics can be distinguished in this data request:

Characteristics that are the same for all generated process instructions. These characteristics can already be assigned a value in Customizing. Examples are the message category as well as the specification of the message characteristics whose values are to be assigned automatically in the PI sheet.

Characteristics containing general information about the order. These characteristics can be assigned a value using their value assignment functions. No additional information is required. Examples are order number, phase, and reservation.

Information about the material of the relevant process instruction. Information about this material must be transferred to the process instruction during generation (for example, using the reservation item characteristic). The remaining characteristics can then be assigned a value as follows:

The material number and planned material quantity (as the default value) can be obtained directly from the reservation item.

The material quantity assigned automatically is the basis for the automatic assignment of the unit of measurement.

The material number can be copied to the PPPI_INPUT_GROUP characteristic and displayed in addition to the general input request (INPUT_REQUEST).

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Text Symbols (1)

PI sheet

PI sheet 100449Process order: 1234

Operating grp: W01Phase 10 / Instr. 10Heat solvent.Start agitator.Add material ABC.Note

Phase 20/Instr. 10Check material quality.Record material quantity.Stop heating and

Comment sheetReceivedMaterial: XYZ Test material

Temp: ___ °CRot. speed.: ______Qty ABC: ____ KGBatch: ____

Record inspection resultsCall mat. qty calculationQty: ____ kg

Characteristic to be inserted available in process instruction

Process data request

Qty. &0050&:

1234

kgMATERIAL_CONSUMED200,00

ABC:

Simple data requestPI_CONS

0010ABC326050010

EVENT_TIMEEVENT_DATE

INPUT_REQUEST

UNIT_OF_MEASUREREQUESTED_VALUE

PROCESS_ORDER

MATERIAL_CONSUMED

INPUT_GROUP

MESSAGE_CATEGORYDATA_REQUEST_TYPE

PHASEMATERIALRESERVATIONRESERVATION_ITEM

AUTOMATIC_VALUEAUTOMATIC_VALUE

0090

01200110

0030

0100

0080

00200010

0040005000600070

01400130

For characteristics whose value is a long text or a short text, you can define a text symbol to insert the value of another characteristic in the text. To use this function, the characteristic you want to insert must be contained in the same process instruction as the text symbol.

To do so, enter the following character string in the Characteristic value field: & <four-character sort number of the characteristic within the process instruction> & (no spaces).

The system replaces the text symbol with the corresponding characteristic value when you:

Choose the function for automatic value assignment in the process order

Create the control recipe to which the process instruction belongs

Example: The text symbol in the graphic refers to the name of the material whose quantity is to be recorded in the PI sheet.

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PI sheet

PI sheet 100449Process order: 1234

Operating grp: W01Start resource R_10.Heat solvent.Start agitator.Add material ABC.

Start &PPPI_PHASE_RESOURCE&resource.Heat solvent...

Phase 20/Instr. 10Check material quality.Record material quantity.Stop heating and

Comment sheetReceivedMaterial: XYZ Test material

Temp: ___ °CRot. speed.: ______Qty: ____ kgSignature: ____

Record inspection resultsCall mat. qty calculationQty: ____ kg

Text Symbols (2)

Characteristic to be inserted can be automatically assigned a value

R_10

You can also use text symbols to refer to a characteristic that is not assigned to the process instruction. Note, however, that it must be possible to carry out automatic value assignment for this characteristic in the process order

To define the text symbol, insert the & <characteristic name> & character string (no spaces) in the text.

The system replaces the text symbol with the corresponding characteristic value when you:

Choose the function for automatic value assignment in the process order

Create the control recipe to which the process instruction belongs

Example: The text symbol in the graphic transfers the name of the resource to be used to a control instruction.

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When control recipes are created, process instructions can be generated automatically and they can be copied to the order and the control recipe.

In Customizing for control recipe destinations, you specify which process instructions are to be generated for a particular control recipe destination.

Generated process instructions should only contain characteristics whose values have already been assigned in Customizing or can be assigned automatically.

Process Instructions - Generation and Other Functions: Summary (1)

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Process Instructions - Generation and Other Functions: Summary (2)

You can assign values automatically to characteristics

In the process order or when you create a control recipe based on the value assignment functions or tables defined for the characteristicsDuring generation, whereby this type of value assignment is only used for certain characteristics specified by SAP for special scopes of generation

For text characteristics, you can use a text symbol to include the value of another characteristic in the text.

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Exercises

Unit: Process Instructions - Generation and Other Functions

• Generating process instructions

Generating process instructions 1-1 In Customizing, adjust your Scales ## and Production ## control recipe destinations as

follows:

At the beginning of a phase, the SEQDEF process instruction is to be created for all operations as the first step.

The SEQDEF process instruction defines a sequence when the PI sheet is being maintained. A phase remains locked for the maintenance until you have completed the predecessor phase.

At the beginning of a phase, the BEGIN process instruction is to be created for all predecessors as the second step.

The BEGIN process instruction defines the hidden (that is, without an input field) request for a PI_PHST message. You confirm the start of the phase.

At the beginning of a phase, the CONSUMP process instruction is to be created for all reservations as the third step.

The CONSUMP process instruction makes an input field available for a reservation (material component of process order) which can then be used to enter and confirm the withdrawn or consumed material quantity.

A PI_CONS message sends the quantity entered to the inventory management to update the stock.

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1-2 Create a process order for material T-FDA## . (Process order type PI01, 500 liters, scheduling type Current date)

Release the order and save it.

Call the order in change mode and generate the process instructions. To do so, choose Process order → Functions → Control recipe → Generate process instructions autom. Check the log for the generation. Choose Goto → Logs → On PI generation/ctrl recipe creation.

Display the generated process instructions and navigate to the characteristic overview.

Note that some characteristics were automatically assigned values during generation.

Check for characteristics that have not yet been assigned values (for example, PPPI_PROCESS_ORDER) by selecting the Assign value automatically key on the characteristic overview.

1-3 Generate a control recipe for your process order and send it.

Analyze the relevant PI sheets.

In particular, check whether the generated process instructions are displayed correctly.

You do not need to maintain the PI sheet.

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Solutions

Unit: Process Instructions - Generation and Other Functions

Generating process instructions 1-1 Customizing:

(...) → Process Management → Control Recipe/PI Sheets → Control Recipe Destination → Define and Set Up Control Recipe Destination (for plant 1100)

Select each control recipe destination to be maintained and double-click on Process instructions to be generated in the dialog structure.

Select New entries and define the following process instruction to be generated:

Item Sequence Proc. Instr. Category Gen.scope

05 10 SEQDEF 05

05 20 BEGIN 05

05 30 CONSUMP 01

1-2 Known procedure; new menu paths are specified in the exercises.

1-3 Known procedure.

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Decentralized Process Management

Principle of decentralized process management

Required settings in the centralized system and in the decentralized systems

Contents:

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Decentralized Process Management:Course Objectives

Describe the principle of decentralized Process Management

Set up RFC destinations, control recipe destinations and message categories for use in the decentralized process management

At the conclusion of this unit, you will be able to:

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Overview Diagram 12

Data Transfer betweenApplications

Decentralized ProcessManagement

Process Instructions -Generation

PI Sheet –Process instructions

PI Sheet –Elements and Functions

Control Recipes -Settings and Processing

Process Instructions -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages -Processing

Process Messages -Structure and Settings

Course Overview

Introduction

1212

SAP OPC Data AccessProcess Instructionsfor Process Control Systems

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66 1313

1414

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Decentralized Process Management

Centralized SAP R/3 System

DecentralizedSAP R/3 System 1

DecentralizedSAP R/3 System 2

Process ordermanagement(among other things)

Decentralized ProcessManagement

Process control systems

. . .

. . .

PI-PCS PI-PCS

PI-PCS PI-PCS

PI sheet PI sheet

PCS1 PCS2

As of SAP R/3 Enterprise SCM Extension 1.10 (EA_APPL 110), you can run Process Management separately in a decentralized SAP R/3 System. This means that an additional SAP R/3 System, which only contains data for carrying out the production, is installed at operating level. Running processes from a centralized enterprise-wide SAP R/3 System guarantees the availability of production-related subfunctions. Consequently, you can carry out production at times when the centralized SAP R/3 System is not available (for example, due to a release upgrade).

The centralized and decentralized SAP R/3 Systems communicate with each other through the PI-PCS interface. You can connect any number of decentralized SAP R/3 Systems to a centralized SAP R/3 System.

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Decentralized Process Management:Control Recipes

Centralized SAP R/3 System

Con.Rec.Monitor1000000000444

CRDDO System 1 OperatorDS System 1 PCS1Type Download to external

system, initiated bySAP processmanagement

Address <RFC dest. System1>

DecentralizedSAP R/3 System 1

PI sheet

Con.Rec.Monitor1000000000423

1000000000427

PI-PCS

CRDDO System 1 Operator

Type Transfer to PI SheetAddress <PI sheet>

DS System 1 PCS1Type Download to external systemAddress <RFC dest. PCS1>

PCS1

PI-PCS

1000000000666

You use the control recipe destination to define the decentralized system to be used to carry out the production.

To transfer control recipes to a decentralized system, you must send these to a type 2 control recipe destination: Download to an external system, initiated by SAP Process Management.

In the centralized SAP R/3 System, maintain the master data as before in the Production Planning - Process Industry (PP-PI) component. You create and release process orders here. The control recipes created after you release the orders are transferred to the decentralized SAP R/3 System through the PI-PCS interface. The control recipes are either converted into a PI sheet there or they are transferred to an external process control system again through the PI-PCS interface.

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Decentralized Process Management:Process Messages

Centralized SAP R/3 System

DecentralizedSAP R/3 System 1

PI sheet

Message Monitor1000000008888

Mess. monitor1000000005146

1000000005189

1000000009467

PI-PCS

PCS1

1000000006489

1000000007897

= Message destination

1000000009861

PI-PCS

In the decentralized SAP R/3 System, you process the PI sheet and confirm the actual values. The resulting process messages can then be

forwarded to the centralized system This updates the stocks and changes the order status, which guarantees that the data is properly integrated.

processed locally in the decentralized system This means you can forward data to external systems or save it for subsequent analysis.

If the control recipes in the decentralized system are processed by an external process control system, this external system can confirm its actual data either in the decentralized system or directly in the centralized system.

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Define an RFC destination for control recipe destinations

Transfer predefined message categories into centralized SAP R/3 System

Decentralized Process Management:Customizing (I)

Decentralized Process Management

Define and set up control recipe destinations

Type 2 – Download to an external system,initiated by SAP Process ManagementDestination address = RFC destination of decentralized systemCRD name = CRD name indecentralized system

Centralized SAP R/3 System

1. Create the RFC destination of the decentralized SAP R/3 System. Define an RFC destination for control recipe destinations

2. You define a type 2 control recipe destination: Download to external system, initiated by SAP Process Management, which is to be used to send the control recipes specified for the decentralized system. Specify the RFC destination of the decentralized system as the destination address. The name of this control recipe destination must be identical to that of the control recipe destination in the decentralized system. Define and set up control recipe destinations.

3. To update the status of the control recipes correctly in the centralized and decentralized system, special process message categories and destinations are required. For the centralized system, you copy the process message categories and destinationes delivered by SAP into your plants. Transfer predefined message categories for the centralized SAP R/3 System.

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Define and set up message destination in decentralized SAP R/3 System

Transfer predefined message categories into decentralized SAP R/3 System

Define and set up control recipe destinationsCRD name = name in central system

Define an RFC destination for control recipe destinations

Decentralized Process Management:Customizing (II)

Decentralized Process Management

Decentralized SAP R/3 System

Set up process message categories in decentralized system

Process message categories must be identicalin the decentralized and centralized system

Set up characteristics for process messages in thedecentralized SAP R/3 System

1. You create the RFC destination of the centralized system in the decentralized system.Define an RFC destination for control recipe destinations.

2. You define a control recipe destination with any destination type of your choice. However, it must have the same name as the control recipe destination in the centralized system. The name of this control recipe destination must be identical to that of the control recipe destination in the decentralized system. If you want to process control recipes from an external process control system, you must specify the RFC destination of this process control system as the destination address. Define and set up control recipe destinations.

3. To update the status of the control recipes correctly in the centralized and decentralized system, special process message categories and destinations are required. For the decentralized system, you copy the process message categories delivered by SAP into your plants. Transfer predefined message categories for the decentralized SAP R/3 System.

4. You create a new type 2 message destination: Destination is external function which is to be used to confirm the following message categories in the centralized SAP R/3 System: PI_CRST2 message category; all other message categories that you also want to use for confirming the message categories in the centralized SAP R/3 System (for example, PI_CONS, PI_PROD) Define and set up the message destination in the decentralized SAP R/3 System.

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5. You adjust the message categories that you want to use for the confirmation in the centralized SAP R/3 System.

a) You delete the assignment of the PI09 message destination for the PI_CRST message category.

You then also assign the new type 2 message destination: Destination is external function to the PI_CRST2 message category that you created earlier in the decentralized SAP R/3 System.

b) You choose the other message categories to send to the centralized SAP R/3 System (for example, PI_CONS, PI_PROD) and delete the message destinations of these message categories. You then also assign the new type 2 message destination: Destination is external function to these message categories. Note that the process message categories used and the characteristics contained in these categories must be identical in the centralized and decentralized system. Set up process message categories in the decentralized SAP R/3 System.

6. Also include additional settings in the characteristic definition. All master data (for example, material master) is usually maintained in the centralized SAP R/3 System. If you want to assign a value to characteristics such as PPPI_MATERIAL in the decentralized system, it is also useful to be able to call all relevant material numbers there using the input help. This data is not available in the standard input help. You can only use the data maintained in the decentralized system. To ensure that the data from the centralized system is also available in the decentralized system using the input help, you must specify the RFC destination of the centralized system (where the master data is maintained) in the characteristic definition for each characteristic.

Note that the corresponding characteristic must also exist in the decentralized system and have the same technical properties (format, length, decimal places, and so on).

Call the IMG activity for Define characteristics for process message in decentralized SAP R/3 System and select Proc.mgmt. on the Basic data tab.

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Decentralized Process Management: Summary

You can run Process Management separately in a decentralized SAP R/3 System. In addition to the centralized, enterprise-wide R/3 System, an R/3 System that only contains data for carrying out the production, is installed at operating level.

The centralized and decentralized systems communicate with each other using the PI-PCS interface. You can connect any number of decentralized R/3 Systems to a centralized R/3 System.

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Data Transfer Between Applications

Manufacturing Data Access

Services in the PP-PI environment

PSH and PMC services: Reading and writing manufacturing data points

PSH and PMC services: Reading and writing event-controlled values of manufacturing data points

PSH and PMC services: Client and server functions

ODA and OAE services

SYS service

MDA serviceBroadcast service

Redirect service

Contents:

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Data Transfer Between Applications:Course Objectives

Outline the concept of the Manufacturing Data Access internal interface

List and describe the predefined services in the PP-PI environment

At the conclusion of this unit, you will be able to:

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Overview Diagram 13

Data Transfer Between Applications

Decentralized Process Management

Process Instructions –Generation

PI Sheet –Process Instructions

PI Sheet –Elements and Functions

Control Recipes –Settings and Processing

Process Messages -Structure and Settings

Process Messagesin the Standard SAP System

Process Messages –Processing:

Process Messages -Structure and Settings

Course Overview

Introduction

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SAP OPC Data AccessProcess Instructions for process control systems

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Data Transfer Between Applications in the R/3 System

Manufacturing Data Accessinternal interface

Application 1 Application 2 Application 3 . . .

Register asa service

Client

Register asa service

Client &Server

Register asa service

Server

AccessAccess

= read and write data; subscribe to events

Access

Access

Client

The new Manufacturing Data Access internal interface was introduced with SAP R/3 Enterprise SCM Extension 1.10 (EA_APPL 110). It allows manufacturing events and data relating to manufacturing data points to be transferred between different applications in the R/3 system.

Any application can be registered as a service at the interface. A service can function as a client, server or as both client and server at the same time.

A client can:

Read manufacturing data points from another application

Write data points to another application

Subscribe to events from other applications

A server provides:

Data points that can be read or written by other applications

Events to which other applications can subscribe. As soon as events occur, they are published by the server.

This means that you can:

Read or write the values of one or more data points synchronously, that is, on request (for example, by pressing a button)

Read or write the values of one or more data points in an event-controlled manner. This means that events trigger automatic reading or writing of data while applications are running without an explicit request by the user.

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Services in the PP-PI Environment

• MDA: Generic services Server

• PSH: PI sheet Client & Server

• PMC: Manufacturing Cockpit Client & Server

• ODA: OPC data access Server

• OAE: OPC alarms/events Server

• SYS: System information Server

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PSH and PMC Services: Reading Manufacturing Data Points

Proc. instruction, type 0

...

PPPI_DATA_ACCESS

PPPI_IMPORT_DATA

Parameter char.

...

...

Manufacturing Data Access

Manufacturing data point or global variableof the application from which the value is to betransferred to the subsequent variable.

Variable names with the relevant data type

...

Characteristic Characteristic value

You can define data access in the master recipe, process order and cockpit definition using the Manufacturing Data Access interface. The new characteristics listed below were introduced for this purpose. The syntax for Manufacturing Data Access is similar to the syntax used in dynamic function calls. Import and export parameters are transferred here also.

In the definition of Manufacturing Data Access, you define the characteristics in the sequence specified below in a process instruction of type 0 (Universal Process Instruction Categories): You can read (PPPI_IMPORT_DATA) or write (PPPI_EXPORT_DATA) any number of manufacturing data points in a Manufacturing Data Access definition. However, the Manufacturing Data Access definition must not contain any other characteristcs.

Example:

The current value of the MYODA data point in plant 0001 of the ODA service is to be read and transferred to local variable MYVAR. PPPI_DATA_ACCESS Manufacturing Data Access PPPI_IMPORT_DATA ODA:0001.MYODA.PV PPPI_STRING_VARIABLE MYVAR

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Writing Manufacturing Data Points

Proc. instruction, type 0

...

PPPI_DATA_ACCESS

PPPI_EXPORT_DATA

Parameter char.

...

...

Manufacturing Data Access

Manufacturing data point or global variableof the application to which the value of the subsequentvariable is to be transferred.

Variable names with the relevant data type

...

Characteristic Characteristic value

Example:

The value of the MYVAR local variable is to be copied into the GINVAR global variable and exported as a data point to the PMC service. The value in GINVAR is then to be written into the MYCOCKPIT cockpit in plant 1100. PPPI_DATA_ACCESS Manufacturing Data Access PPPI_IMPORT_DATA ODA:0001.MYODA.PV PPPI_STRING_VARIABLE MYVAR

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Reading Event-Controlled Values of a Manufacturing Data Point

Proc. instruction, type 0

...

PPPI_DATA_ACCESS

PPPI_EVENT

PPPI_IMPORT_DATA

Parameter char.

...

...

Manufacturing Data Access

Internal or external event

Manufacturing data point or global variableof the application from which the valueis to be transferred to the subsequent variable.

Variable names with the relevant data type

...

Characteristic Characteristic value

Example:

The value change of the MYODA data point in plant 0001 of the ODA service is defined as an event in this case. As soon as the value of this data point changes, it is to be read and written to the MYVAR local variable. PPPI_DATA_ACCESS Manufacturing Data Access PPPI_EVENT ODA:0001.MYODA.VCHD PPPI_IMPORT_DATA ODA:0001.MYODA.PV PPPI_STRING_VARIABLE MYVAR

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Writing Event-Controlled Values of a Manufacturing Data Point

Process instruction, type 0

...

PPPI_DATA_ACCESS

PPPI_EVENT

PPPI_EXPORT_DATA

Parameter char.

...

...

Manufacturing data access

Internal or external event

Manufacturing data point or global variableof the application to which the valueof the subsequent variable is to be transferred.

Variable names with the relevant data type

...

Characteristic Characteristic value

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PSH and PMC Services: Client Functions

Read and write manufacturing data pointsfrom subsequent services:

• PSH: PI sheet• PMC: Manufacturing cockpit • ODA: OPC data access • SYS: System information

Subscribe to an event from subsequent services:• MDA: Generic services• PSH: PI sheet• PMC: Manufacturing cockpit • ODA: OPC data access • OAE: OPC alarms/events

You can use the following client functions:

PI sheets are registered as PSH Service and cockpits are registered as PMC Service. These two services function as both client and server. This means that they can both request and provide data points and events.

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PSH and PMC Services: Server Functions (I)

Events to which other services can subscribePSH service events• PI sheet was completed

Address: PSH:<PI sheet no.>.COMPLTD• PI sheet was created

PSH:<PI sheet no.>.CREATED• Maintenance was started

PSH:<PI sheet no.>.LOGIN• Maintenance was exited

PSH:<PI sheet no.>.LOGOFF• Data was reported

PSH:<PI sheet no.>.REPORTD• Data was saved

PSH:<PI sheet no.>.SAVED• Global variables were changed

PSH:<PI sheet no.>.VARCHGD

PSH and PMC provide the following server functions:

For the transfer of data between applications, data points and events are accessed using addresses. Each address starts with the name of the service. The definition of the other address components depends on the service.

You must define data access to services differently in the various client applications.

Examples of event addresses:

PSH:100000000000004711.LOGIN Service PSH, user has logged on to maintain PI sheet 100000000000004711

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PSH and PMC Services: Server Functions (II)

Events to which other services can subscribePMC service events• Manufacturing cockpit was started

PMC:<plant>.<cockpit name>.LOGIN• Manufacturing cockpit was exited

PMC:<plant>.<cockpit name>.LOGOFF• Global variables were changed

PMC:<plant>.<cockpit name>.VARCHGD

PSH and PMC provide the following server functions:

• Data point of the PSH service:PSH:<PI sheet no.>.<global variable>

• Data point of the PMC service:PMC:<plant>.<cockpit name>.<global variable>

Global variables that can be accessedas data points for other services

Examples of event addresses:

PMC:0001.MYCOCKPIT.VARCHGD Service PMC, plant 0001, cockpit MYCOCKPIT, changes were made to the values of global variables

Examples of data point addresses:

PMC:0001.MYCOCKPIT.VARCHGD Service PMC, plant 0001, cockpit MYCOCKPIT, value of MYVAR variables

PSH:100000000000004711.MYVAR Service PSH, value of MYVAR variables in PI sheet 100000000000004711

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ODA and OAE Services (I)

OPC data points that can be read by other services (ODA service):

• Current valueODA:<plant>.<OPC-ITEM>.PV

• DateODA:<plant>.<OPC-ITEM>.DT

• TimeODA:<plant>.<OPC-ITEM>.TM

• Quality of the data point valueODA:<plant>.<OPC-ITEM>.QA

• Substatus of the data point valueODA:<plant>.<OPC-ITEM>.QS

• LimitODA:<plant>.<OPC-ITEM>.QL

• Result textODA:<plant>.<OPC-ITEM>.RT

ODA and OAE function as servers:

The OPC Data Access and OPC Alarms/Events functions of SAP OPC Data Access (SAP ODA) were registered as Service ODA and Service OAE. Both services function only as servers.

For the transfer of data between applications, data points and events are accessed using addresses. Each address starts with the name of the service. The definition of the other address components depends on the service.

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SAP AG 2003

ODA and OAE Services (II)

Value changes to OPC data points to which other services can subscribeas an event (ODA service):

• ODA:<plant>.<OPC-ITEM>.VCHD

ODA and OAE function as servers:

OPC events to which other services can subscribe (OAE service):

• ODA:<plant>.<OPC subscription>

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SAP AG 2003

SYS Service

Data points with system information that can be readby other services:

• Date according to local settings by the userSYS:DATE.LOCAL

• Date, Universal Coordinated Time (UTC)SYS:DATE.UTC

• Time according to local settings by the userSYS:TIME.LOCAL

• Time, Universal Coordinated Time (UTC)SYS:TIME.UTC

• Time stamp, long formatSYS:TIMESTAMP.LONG

• Time stamp, short formatSYS:TIMESTAMP.SHORT

• Logon languageSYS:SESSION.LANGUAGE

• Name of terminalSYS:SESSION.TERMINAL

• User logged onSYS:SESSION.USER.NAME (...)

SYS functions as a server:

Other data points listed below:

User parameter SYS:SESSION.USER.PARAM.<parameter name>

ABAP text symbol, language selected or logon language SYS:TEXT.SYMBOL.<program>.<ID>.<language>

ABAP message text in logon language SYS:TEXT.MESSAGE.<message class>.<message number>. <variable texts>...

Globally unique key, 16 characters, binary SYS:GUID.BIN16

Globally unique key, 22 characters, text type SYS:GUID.CHAR22

Globally unique key, 32 characters, text type SYS:GUID.CHAR32

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SAP AG 2003

MDA Service

MDA service: generic services

The services of the MDA function as servers

BROADCAST service

REDIRECT service

The MDA service functions as a server and contains the generic services BROADCAST and REDIRECT.

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SAP AG 2003

BROADCAST Service

Definition of user-specific events:Address for the propagation of the event:• MDA:BROADCAST.SEND.<category>

BROADCAST functions as a server:

Address for subscription to the event by other services:• MDA:BROADCAST.<category>Address for simultaneous reading of the parameters of the eventby other services:• Category of the event

MDA:BROADCAST.PARAM.CATEGORY• The system logon from which the event was sent

MDA:BROADCAST.PARAM.SESSION• The terminal from which the event was published

MDA:BROADCAST.PARAM.TERMINAL• The time stamp for which the event was published

MDA:BROADCAST.PARAM.TIMESTAMP• The user that published the event

MDA:BROADCAST.PARAM.USER• The value of the data point that is transferred with the event

MDA:BROADCAST.PARAM.VALUE

Example for BROADCAST: The fill level of tank #333 is to be recorded in a manufacturing cockpit. The current fill level is to be published as an event by pressing a button. In the address MDA:BROADCAST.SEND.<category>, <category> was replaced by DPV, which stands for data point value.

In the cockpit definition, you define the following characteristics in the sequence specified: PPPI_DATA_REQUEST_TYPE Simple data request PPPI_DATA_POINT_NAME Tank #333 PPPI_OUTPUT_CHARACTERISTIC PPPI_DATA_POINT_NAME PPPI_INPUT_REQUEST Record fill level PPPI_VARIABLE VAR_DPV PPPI_REQUESTED_VALUE PPPI_DATA_POINT_VALUE PPPI_DATA_ACCESS Manufacturing Data Access PPPI_BUTTON_TEXT Publish PPPI_FUNCTION_DURING_DISPLAY Permitted PPPI_EXPORT_DATA MDA:BROADCAST.SEND.DPV PPPI_FLOAT_VARIABLE VAR_DPV

In transaction CO69 – Create Process Messages Automatically, a process message is to be created automatically whenever the event propagated in the example above is sent. Create a variant in transaction CO69 and make the following entries: Select the event-controlled start option as the start condition. Enter the address MDA:BROADCAST.DPV as an event.

The Value parameter of the event is to be read in the process message at the same time. Select the Data Point value assignment type and assign the address MDA:BROADCAST.PARAM.VALUE to it.

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SAP AG 2003

REDIRECT Service

• Dynamic addressing of data points by other serviceswith

• reading and writing of the corresponding values

REDIRECT functions as a server:

Address for data point:• MDA:REDIRECT.ADDRESS.<Index>

Address for value of the data point:• MDA:REDIRECT.ADDRESS.<Index>

Example for REDIRECT: A process operator is to read the fill level of different tanks in the MYCOCKPIT manufacturing cockpit. He or she can choose between three different tanks from a dropdown box. The current fill level of the tank selected is written to the generic data point as an address. The current fill level of the selected tank is read by an OPC data access server and is displayed in the cockpit.

Characteristic Z_MY_ADDRESS, which contains the following fixed values, was created to ensure that the cockpit contains a dropdown box with different tanks. Characteristic value Description ODA:0001.TANK1.PV Tank 1 ODA:0001.TANK2.PV Tank 2 ODA:0001.TANK3.PV Tank 3

You define the following characteristics in the specified sequence in MYCOCKPIT: PPPI_INPUT_REQUEST Select tank: PPPI_VARIABLE ADDRESS PPPI_REQUESTED_VALUE Z_MY_ADDRESS PPPI_DATA_ACCESS Manufacturing Data Access PPPI_BUTTON_TEXT Read fill level PPPI_FUNCTION_DURING_DISPLAY Permitted PPPI_EVENT PARAMETER_CHANGED PPPI_EXPORT_DATA MDA:REDIRECT.ADDRESS.1 PPPI_STRING_VARIABLE ADDRESS PPPI_IMPORT_DATA MDA:REDIRECT.VALUE.1 PPPI_STRING_VARIABLE VALUE PPPI_OUTPUT_TEXT Fill level PPPI_OUTPUT_VARIABLE VALUE

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SAP AG 2003

Data Transfer Between Applications: Summary

The Manufacturing Data Access internal interface allows manufacturing events and data relating to manufacturing data points to be transferred between different applications in the R/3 System.

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SAP AG 2003

SAP OPC Data Access

OPC

SAP OPC Data Access (SAP ODA)

SAP ODA and PI-PCS

Contents:

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SAP OPC Data Access: Course Objectives

At the conclusion of this unit, you will be able to:

Explain the basic concepts of OPC and SAP ODA

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Overview Diagram 14

Data Transfer betweenApplications

1313

Decentralized Process Management

1212

Process Instructions -Generation

1111

1010 PI Sheet –Process instructions

99 PI Sheet –Elements and Functions

88 Control Recipes -Settings and Processing

Process Instructions -Structure and Settings

66

Process Messagesin the Standard SAP System

Process Messages -Processing

44

Process Messages -Structure and Settings

Course Overview

Introduction

1414

55

11

33

SAP OPC Data AccessProcess Instructionsfor Process Control Systems

77

22

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OPC

OPC Foundation:“OPC is open connectivity via open standards.”

Non-proprietary industry standard

OPC Foundation: non-commercial organization

www.opcfoundation.org

www.opceurope.org

www.microsoft.com/Japan/partners/industry/OPChome.htm

OPC stands for OLE for Process Control and Openess, Productivity and Connectivity and is an industry standard that uses COM/DCOM technology to define manufactuerer-independent interfaces for the industrial usage area. The OPC standard was specially designed for the process control level. In this case, OPC servers enable you to access different data sources (for example, process control systems, controls that can be programmed using memories, temperature sensors) and thus make available process data that can be requested by OPC clients. SAP R/3 with the SAP ODA component is an OPC client that can communicate with OPC servers. This simplifies the transfer of data between applications considerably.

Currently, OPC clients and OPC servers are PC-based systems on which a Microsoft operating system runs.

For more information, refer to the OPC Foundation's Websites at http://www.opcfoundation.org and www.opceurope.org.

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Members of OPC Foundation

240+ members:ABB,CEGELECBently NevadaBeckhoffFischer-RosemountFoxboroFujiGE FANUCGM PowertrainGenzeGSEHitachiHoneywell

IndramatINTELLUTIONLandis&StefaMicrosoftMitsubishiMooreNational Inst.OMRONORSIOSIPhoenix ContactProfibusRockwell S/W

SchneiderSiemens AGShell OilTelegyrToshibaUSDataValmetWonderwareXYCOMYamatakeYokogawa

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OPC Specifications and Scope of SAP ODA

Existing specificationsData access

Alarms and events

Batch (S88)

Security

Specifications in development phaseHistorical data

Complex data

XML

Scope ofSAP OPC Data Access (SAP ODA)

Data points and events in the SAP R/3System received automatically or byrequest from the process control leveland values written into process control.

The SAP OPC Data Access (SAP ODA) is available as of SAP R/3 Enterprise SCM Extension 1.10 (EA_APPL 110). It supports the transfer of data between SAP R/3 and the process control systems of different manufacterers. Using SAP ODA, you can receive data points and events automatically or by request into your SAP R/3 System from process control levels, and values can be written to process control.

SAP ODA is based on the OPC industry standard (OLE for Process Control), which defines manufacturer-independent interfaces for the process control technology. In this case, OPC servers provide process data which can be reqeusted by OPC clients. SAP R/3 is an OPC client that communicates with OPC servers. The SAP ODA Connector is part of SAP ODA that is installed on an external PC outside of the SAP System.

To use SAP ODA, you do not need to make any further enhancements and no middleware is required. In contrast to the existing PI-PCS interface, you do not need certification of the individual process control systems from SAP for SAP ODA. Therefore, the time and effort required for installing and configuring this SAP ODA is very low.

SAP ODA currently suppots the following OPC server functions: OPC Data Access, that is: - Synchronous reading and writing of values from any OPC Data Access Server into any OPC Data

Access Server - Subscribing value changes from OPC Data Access servers

OPC alarms/events, that is: Subscribing events from OPC alarms/events servers and exiting events

The OPC functions supported by SAP ODA are a general interface available for all SAP applications. This interface is currently being used in the Production Planning - Process Industry (PP-PI) area.

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SAP OPC Data Access (I)

PI sheet/Cockpit

Creates messageautomatically

Man

ufac

turin

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ata

Acce

ss

SAP R/3

RFC

SAP

OD

A In

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(Cus

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SAP ODAConnector

RFC

OPC

Clie

nt

Registry

CO

M

OPC Server

OPC Server

OPC Server

WinNT

PCS

SPS

application:

The SAP R/3 System, SAP ODA connector, OPC server and a subsidiary system communicate as follows:

The SAP R/3 System sends a data request by RFC to the SAP ODA connector, which (from the perspective of an SAP R/3 System) responds like an RFC server. The connector converts the RFC call into an OPC-compatible call and sends it to the corresponding OPC server by COM. From an OPC point of view, it now responds like an OPC client.

The requested data is sent to the connector in the same way by COM and is then sent from there to the SAP R/3 System again by RFC.

DCOM mechanisms are not currently supported by SAP ODA. Therefore, the SAP ODA connector and OPC server must run on a host. However, any number of SAP ODA Connectors can be installed on different hosts.

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SAP AG 2003

SAP OPC Data Access (II)

OPC Server

COM RFC

SAP ODA connector

(NT service)

R/3 PI Sheet/Cockpit

OPC Item

OPC data points and OPC events can be included in the PI sheet or in the manufacturing cockpit in the Production Planning - Process Industry (PP-PI) environment. From here, you can interactively call actual data from automated partial processes and write values into the process control systems. This automatic reading and writing of values avoids errors that may be caused when you enter data manually. For example, you can read the temperature values of a production boiler and display these values in the PI sheet. You can confirm the defect of the production boiler in the PI sheet as an OPC event. The process operator who maintains the PI sheet and who has read the alarm can exit it by confirming his or her signature in the PI sheet.

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Server and Namespace Browsing

Definition ofOPC server

Server browsing

Definition of anOPC item

Namespace (item) browsing

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Example: Scales System

OPC server

Kg

PI sheet

Kg

KgKg

23 Kg

Material Batch Qty

OPC clientSAP ODA

Weighing system

Order 4711

PrintTotal

WeightWeightWeight

50kg for 4711

201248201248201249

101102103

231215

50

OPC datapoint: 23

reads

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Differences Between SAP ODA and PI-PCS

PI-PCS Interface• Supports fully automatedprocesses

• Subscription to events

• Transfer of all control recipesto the process control

• Message-based sendingof data entered externally

• Customers must set upthe interface; solutioncan be certified

• Asynchronous

SAP OPC Data Access• Supports manual or semi-automated processeswith user interaction(for example, PI sheet)

• Unidirectional; SAP System is always the client

• Transfer of single values

• Industry standard;no certification by SAP;no programming effort required

• Synchronous

Both interfaces complement each other.

SAP ODA does not replace the existing PI-PCS interface. Both interfaces provide different communication options and complement each other.

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SAP AG 2003

SAP OPC Data Access: Summary

Based on the OPC (Openness, Productivity and Connectivity) industry standard, the SAP OPC Data Access (SAP ODA) SAP R/3 component supports the transfer of data between SAP R/3and process control systems of different manufacturers.

Using SAP ODA, you can receive data points and events automatically or by request into your SAP R/3 System from the process control level, and values can be written to process control.