OpenSAP Plm1-1 Week 4 All Slides

Week 4: Collaborate Across Enterprise Boundaries
Unit 1: Introduction to Collaborations – Overview

Introduction to collaborations – Overview
Collaboration happens at different times, with different partners, and with different content
when
Source Design & Develop Manufacture
Identify suitable Collaborate with Ensure seamless

suppliers/ partners development outsourcing
with whom
partners
Share BOMs and specifications
Share documents and structured to ensure that your contract
information during the facility planning or Collaborate on product designs or packing manufacturing organizations produce
sourcing process with multiple potential information, share provisional according to your requirements, reduce
suppliers to ensure you select the right specifications or sustainability information errors, and stay compliant in case of
ones going forward to facilitate the R&D process changes
Share documents Share BOMs

▪ Make exchange seamless and traceable ▪ Exchange formats
▪ Ensure everybody bases decisions on most up-to-date content ▪ Ensure seamless production
Share CAD designs Manage changes
what
▪ Overcome hurdles of different CAD tools Share requirements and specifications ▪ Proper task management / workflow approvals
▪ Enable visualization for partners without CAD ▪ Reduce workload with a digital approach ▪ Know what must be shared with whom
▪ Facilitate redlining ▪ Avoid copy/paste errors ▪ Avoid incorrect outcomes due to materials being
manufactured based on outdated information
© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC ▪ Stay compliant 2
Introduction
Product developers across discrete and process industries can realize a collaborative digital thread to
empower people with insights to improve key business decisions from Design to Operate.
Business process examples:

with whom
Collaborative Product Development

Enables product teams to collaborate with the extended
enterprise/dev. partners to develop and change products
Supplier Collaboration
Enables product teams to collaborate with suppliers and
vendors to “exchange” product data for RFx processes
Specification Collaboration
Enables product teams to exchange specification
information with the extended enterprise
what
Document Collaboration
Enables product teams to exchange documents across
the extended enterprise
© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

Collaborative product development
Business Outcomes Process Highlights

“As a product developer, I want to detail out product
Share business objects and documents across
data and collaborate with business partners across the disciplines and enterprise borders
extended enterprise to lower product and lifecycle
cost.”
Add business objects as references to a
collaboration and establish a single source of truth
Import BOMs from SAP S/4HANA and perform

collaborative redlining
Collaboratively redline and visually annotate 2D/3D

design models. Integration with SAP Engineering
Control Center
Create and leverage workflows with safe exchange

of information across the extended enterprise

Supplier collaboration

“As a technical buyer or seller, I want to exchange Create collaborations and invite suppliers managed
product data (e.g., BoMs, specifications, documents) in SAP Ariba Supplier Lifecycle and Performance to
and manage the RFx process to lower product exchange product data
costs.”
Link collaborations to sourcing events and RFxs in
SAP Ariba
Flexible search and filter options to navigate to the

right collaboration across multiple suppliers
Workflow-driven collaboration with suppliers for

safe exchange of information
Bi-directional exchange of documents from

SAP S/4HANA document management system

Specification collaboration

“As a product developer, I want to manage all
Collaborate on provisional specifications with
product specification information in a single source of suppliers to shorten the time for final specification
truth, including greenhouse gas information to lower
lifecycle costs and decarbonize products.”
Assign a provisional specification to
collaborations to exchange with suppliers
Transfer data from a provisional specification

back to the source system to use in recipes
Load value sets for specification from the source

system to work with provisional specifications
Store greenhouse gas emissions as provisional

specifications

Document collaboration

“As a product developer, I want to collaborate with
Create and use virtual spaces to collaborate with
team members and business partners to exchange people across the extended enterprise
and collaborate on documents to reduce lifecycle
cost.”
Store, share, and review engineering documents in
collaborations
Manage document versions by creating one or

more versions for the base version of a file
Upload documents from the document management

system in SAP S/4HANA
Create robust workflows including an integrated

task management to support collaboration

SAP Enterprise Product Development – Collaboration: product description
Key Features
Collaborative Product Development Supplier Collaboration
▪ Add, retrieve, and view any type of product data from the ▪ Invite suppliers managed in SAP Ariba Supplier Lifecycle
source system and Performance to a collaboration
▪ Import bill of materials and create redlining ▪ Enable your suppliers to access collaborations linked to
▪ Collaborate and work on reference objects like POs, RFQs, sourcing events / RFxs
specifications, etc. ▪ Navigate from the supplier portal to collaborations using
▪ Create and assign work items tasks with defined workflows single sign-on
▪ Role-based authorizations and version controls
Specification Collaboration Document and CAD File Collaboration
▪ Create a provisional specification to serve as a template for ▪ Manual upload of files to a collaboration
suppliers ▪ Support previews of images, PDFs, and 3D VDS files
▪ Load or transfer data from an existing specification into ▪ Support CAD-file exchange and visualization (incl BOM
SAP S/4HANA structures and work instructions)
▪ Define templates with different composition types for target ▪ Enable redlining of CAD files
provisional specification ▪ Secure and seamless collaboration on product data
▪ Assign provisional specifications as reference objects ▪ Role-based authorizations and version controls
▪ Subscribe to email notifications for document changes
Requirements Collaboration BOM Collaboration – Product Package Exchange
▪ Provide a platform for engineers to collaborate with their ▪ Exchange BOM information with contract manufacturers
development partners ▪ Include objects attached to BOM structure like documents,
▪ Assign published requirements to a collaboration item and materials, and change master
create a linkage between collaboration and requirements ▪ Up-/Download into external systems
▪ Assess changes to requirements that suppliers or partners ▪ Support multi-level BOMs and redlining
cannot fulfill ▪ Manage changes in a seamless, bi-directional manner
Demo

Key takeaways
Summary
▪ To capture the value at stake, it is now more
important than ever to create an end-to-end digital
thread in the cloud across the value chain
▪ Instantly collaborate with participants, within and
outside your enterprise boundaries, to accelerate
product innovation
▪ Collaborate and work on structured data, such as
business objects, and unstructured data, such as
files, designs, etc.
▪ Achieve transparency through workflow-based
collaboration and object lifecycle management
▪ Stay compliant with built-in approval processes
▪ Reduce risk of delays, rework, or out-of-compliance
situations due to outdated information
Thank you.
Contact information:
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Unit 2: Collaboration with Suppliers in Direct
Materials Procurement
Collaboration with suppliers in direct materials procurement
Typical issues faced by buyers and suppliers of engineered parts
The Supplier The Buyer
Waste Latencies Cost

Rescue
The Supplier The Buyer

Sourcing use case – Needs and solution highlights
Business Outcomes Solution Highlights

Create collaborations and invite onboarded
SAP Business Network suppliers to exchange
product data
Buyer
Link collaborations to RFx projects in SAP
Strategic Sourcing Suite
“I want to efficiently share product data
(e.g. BOMs, specifications, etc.) to support
Flexible search and filter options to navigate to the
the RFx processes in order to increase right collaboration across multiple suppliers
speed of innovation and lower cost.”
Workflow-driven collaboration with suppliers for
safe exchange of information
Bi-directional exchange of documents residing in

the SAP S/4HANA document management system
Supplier
Sourcing use case – Typical process
Sourcing process can be triggered depending on business process
SAP S/4HANA
Creates Receives &
System Publishes Collaborates on Creates generates
MRP run external compares
raises PR RfX changes award source of
RFQ quotations
supply, e.g. PO
Buyer
Populates the collaboration, involves relevant stakeholders for review and release
Invites internal
System creates Imports
Adds 2D/3D stakeholders
collaborations, BOM from Collaborates on
design & and triggers
incl. PR/RFQ SAP changes
other files supplier review
Engineering reference S/4HANA
workflow
Reviews information, interacts, and proceeds with quotation

Reviews the Reviews the
files BOM
Receives Collaborates Creates
(proposes (proposes
invitation on changes quotation
changes via changes via
redlining) redlining)
Supplier
SAP
SAP Ariba SAP EPD
S/4HANA
Sourcing use case – Demo

Order fulfillment use case – Needs and solution highlights
Business Outcomes Solution Highlights

Create collaborations and invite onboarded
SAP Business Network suppliers to exchange
manufacturing data
Buyer
Link collaborations to Purchase Orders published
to SAP Business Network Supply Chain Collaboration
“I want to collaborate with the supplier on the
latest documents to Store, share, and review manufacturing documents
in collaborations
increase product quality and reduce cost.”
Manage document versions in order to avoid costly

quality issues and rework at supplier locations
Create robust workflows including an integrated

task management to support collaboration
Supplier
Order fulfillment use case – Typical process
Based on MRP run, the ordering process is triggered automatically
System
sends PO to Receives
System Collaborates on Receives
MRP run supplier order …
raises PO changes ASN
confirmation
(SCC)
Buyer
Updates the collaboration, triggers review and confirmation
System updates Adds Uploads

collaboration, manufacturing manufacturing
incl. PO info to BOM directly Collaborates on
reference, collaboration from SAP changes
triggers directly from S/4HANA or
Engineering workflow SAP S/4HANA imports it
Reviews information, interacts, and proceeds with order fulfillment

Reviews the Reviews the
information Creates order
Receives BOM (proposes Collaborates on Creates ASN
(proposes confirmation …
notification changes via change via changes (SCC)
redlining) (SCC)
redlining)
Supplier
SAP
© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC
SAP Ariba SAP EPD 8
S/4HANA
Order fulfillment use case – Demo

Key takeaways
▪ Collaboration in SAP Enterprise Product

Development can significantly improve direct
materials procurement, especially supporting:
− Sourcing
− Order fulfillment
▪ Improvement potential:
− Better quality of products
− Higher speed of processes
− Savings along the lifecycle
▪ Integration between SAP Ariba and collaboration in
SAP Enterprise Product Development can be
enabled quickly, based on the SAP Help Portal
documentation

Thank you.
open@sap.com
Follow all of SAP

warranty.
Unit 3: Specification Management and Collaboration
Design Business Process with SAP PLM
Idea / Requirements Early Engineering Detailed Design Prototyping Production Service
Portfolio and Project Management
EPD - Collaboration
Requirements Acquisition EPD Engineering – Requirements Management
EPD Specification Management
Early Product Costing
EPD Engineering – System Engineering
Engineering –BOM MGT Manufacturing Bill of Material
AVC (Design Time) AVC - Advanced Variant Configuration (Run Time)
Recipe Development Master Recipe
Engineering Change Management Manufacturing Change Management
PLM Handover / TDM Integration
3D-Visualisation
Document Management

Manage product and packaging specifications
Every “thing” in a product needs to be specified – An example
EasyClean 103 200ml

Industry Cleaner
Xylene
EasyClean 103 Denatured Alcohol

Spray Head unpackaged
Toluene
Edetic Acid
Isobutanol
Plastic Trio Solvent
Spray Bottle Mix
Xylene
n-Butyl Acetate

Every “thing” in a product needs to be specified – An example screenshot
SAP EasyClean 103 200ml

Industry Cleaner
Xylene
SAP EasyClean 103 Denatured Alcohol

Spray Head unpackaged
Toluene
Edetic Acid
Isobutanol
Plastic Trio Solvent
Spray Bottle Mix
Xylene
n-Butyl Acetate

Specification management – Vision
Specification management is a new cloud-native product capability in

SAP Enterprise Product Development, leveraging the benefits of a
modern technology stack to deliver specification management
excellence to our customers.
Serve process and discrete industries customers as a single source of

truth for all product specification data covering technical product and
raw material information.
Provide SAP-delivered standard content and best practices,

considering relevant norms and industry standards as well as
integrating to all relevant processes and SAP solutions, both cloud
and on-premise – end-to-end.
Customers and partners can easily consume, enhance, and extend

the specification management application and data.

How is specification management for SAP Enterprise Product Development set up?
Main app Configuration apps

A specification has: A specification type has: A property tree has: A property tree has:
▪ Specification type ▪ Property tree ▪ (A table of) ▪ Phrase collections
▪ Status ▪ Composition item types Properties Example: color
▪ Product category ▪ Status profile Examples: ingredient
▪ Version Examples: finished products, list, standard
components composition
A composition item type A composition item A phrase collection has:

classifies the various group groups the various ▪ Phrases
composition items composition items of a Example: primary colors
certain composition item
Examples: allergens,
type
nutrients, heavy metals
Examples: allergen
group, vitamin group
Composition item is an Example: blue, red, yellow

A status profile has: unpacked product that has:
▪ Status description ▪ Unit of measure
▪ Next status ▪ Composition item type
▪ Status type Examples: milk, nuts,
▪ Action per status carbohydrate
Product categories group

products hierarchically by line of
business or industry standard
▪ Properties can be defined
per category
Examples: liquids

Demo

Key takeaways
Summary
▪ Specification management for SAP Enterprise
Product Development serves both process and
discrete industries
▪ The specification management capability lets you
manage the data that represents the DNA of your
product and packaging, and collect all the
parameters that define it
▪ The specification object serves as a single source of
truth
▪ Flexible modeling possibilities with all the
configuration applications down to field level

Thank you.
open@sap.com
Follow all of SAP

warranty.
Unit 4: Collaboration with Design Partners
Collaboration with design partners
End-to-end digital thread in the cloud
Our Vision: Enable the Digital Thread
Feed Consume
Product Teams… Extended Enterprise…
…feed the product model Digital Product …consumes product

Consume Feed
with new iterations and Model model/information to design,
versions, aligned with make, sell/configure,
customer requirements and simulate, or maintain a
compatibility product

Challenges in collaboration along the product lifecycle
▪ Ever growing complexity of collaboration needs with

external design partners
▪ Inaccurate information flow
▪ Lack of transparency in collaboration processes
▪ Insufficient tools for task controlling and workflows
▪ Data and information security concerns
▪ Complex handling of various IT tools to perform
collaboration tasks

From distributed systems to a single collaboration solution
Simplify your IT landscape by enhancing your

SAP system with the SAP Enterprise Product
Development collaboration capability
▪ One cloud-based solution for company-wide
collaboration requirements within the extended
enterprise
▪ No need for any additional tools for collaboration
▪ Integration with other SAP modules for seamless
processes
– SAP S/4HANA
– SAP Engineering Control Center
– SAP Ariba
– Change record
–…

End-to-end collaboration with high-level transparency
Product developers across discrete and process

industries can realize a collaborative digital thread
▪ Share structured and unstructured data from your
SAP system
– Bill of materials
– Documents
– Specifications
–…
▪ Controlled processes with workflows for different
types of collaboration
▪ Clear collaboration history for data and information
exchange
▪ Enhanced communication including visualization and
redlining
▪ Easy access to collaboration data from any device
with a web browser – anytime, anywhere

Demo

Key takeaways
▪ The entire collaboration process managed in SAP

▪ Complete collaboration process based on data in the
SAP system
▪ Intuitive handling of collaboration tasks in SAP
Engineering Control Center and SAP Enterprise
Product Development collaboration
▪ Comprehensive overview of all collaboration history
▪ High level of data and information security for the
collaboration process

Thank you.
opensap@dscsag.com
open@sap.com
Follow all of SAP

warranty.
Unit 5: Collaboration with Contract Manufacturers
(Product Package Exchange)
Collaboration with contract manufacturers (Product Package Exchange)
Introduction
Exchange product data packages across the extended enterprise
Overview – SAP S/4HANA Product Package

Exchange Publisher/Synchronizer:
▪ Publisher allows you to quickly select key data from
your SAP S/4HANA system based on a variety of
criteria and publish it direct to SAP Enterprise Product
Development.
▪ Synchronizer allows approved changes to be updated
from SAP Enterprise Product Development to the
SAP S/4HANA system
Overview – SAP EPD Product Package Exchange:
▪ Allows the exchange of and collaboration on product
data packages consisting of multi-level bills of
material, materials, change master, and their
associated documents.
Product Package Exchange with SAP S/4HANA, SAP Enterprise Product Development
Process Flow
Preparation of Product Package Invite Supplier OEM reviews Supplier OEM synchronizes
collaboration1 Exchange supplier to review1 input from downloads data changed product data
Publisher2 collaborate1 supplier1 and confirms1 with SAP S/4HANA2
1 2 3 4 5 6 7
OEM prepares OEM prepares data OEM adds Supplier reviews Adjusts or Supplier verifies OEM releases
collaboration with package or adds workflow and product data, confirms input data received and changed product
relevant documents, changes in PPX tasks and requests changes received from downloads data data and
design data, and application with invites supplier and adds supplier (PDX, CSV, synchronizes
SAP reference reference to to collaboration comments, works documents, …), changed BOMs,
Adds task to
objects (e.g. PO, collaboration, links on their tasks confirms receipt materials with
supplier to
RFQ, project, ...) BOMs, materials, and verifies data SAP S/4HANA
confirm
change master with
documents
1 SAP EPD: Product Package Exchange on Cloud

2 SAP S/4HANA: Product Package Exchange Publisher/Synchronizer

Working with Product Package Exchange Publisher/Synchronizer in SAP S/4HANA
Product Package Exchange Publisher allows you to quickly select

key data from your SAP S/4HANA system based on a variety of
criteria and publish it direct to SAP Enterprise Product Development.
▪ You can publish data related to bill of materials, materials, change
numbers, and documents.
– You can also further define the scope of data to be published via
the bill of material, document, material, and change number.
– When published, all selected data is made available in
SAP Enterprise Product Development.
▪ Product Package Exchange Publisher also enables the user to
easily manage updated data between the SAP S/4HANA system
and SAP Enterprise Product Development.
▪ The Synchronizer allows approved changes to be updated from
SAP Enterprise Product Development to the SAP S/4HANA system.
▪ The Republish function allows the changes to be updated from the
SAP S/4HANA system to SAP Enterprise Product Development.

Working with SAP EPD Product Package Exchange
With the Product Package Exchange app, you can analyze and manage change
proposals submitted by internal and external stakeholders for each of the constituents
of a multi-level product data package, such as a bill of material.
When the app is launched, the Product Package Exchange page displays the bills of
material (BOMs) you’re involved in and allows you to view, search, sort, and filter them:
▪ You can work together on the submitted change proposals through collaborations
linked to the respective product packages.
▪ As a participant in the Product Package Exchange app, you can work with other
participants on multi-level bills of material (BOMs), materials, change master, and
their associated documents.
▪ Functions in bills of material (BOMs):
– Viewing BOMs, navigating and viewing multi-level BOM subassemblies
– Assigning BOM to a collaboration to share with extended enterprise
– Creating redlining on BOM items, viewing redline, comparing redlines,
approving redline
– Downloading product data package in various industry formats
Demo

Key takeaways
Summary
▪ The integration between SAP EPD Product Package
Exchange and SAP S/4HANA Product Package
Exchange Publisher/Synchronizer enables you to:
– Select key product data from your SAP S/4HANA
system and exchange it with your extended
enterprise.
– Update the approved changes from SAP Enterprise
Product Development in the SAP S/4HANA system
▪ The process flow depicts the interplay of
– SAP S/4HANA Publisher/Synchronizer,
– SAP EPD Product Package Exchange and
– SAP EPD collaboration

Thank you.
open@sap.com
Follow all of SAP

warranty.

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Week 4: Collaborate Across Enterprise Boundaries

Unit 1: Introduction to Collaborations – Overview

Source Design & Develop Manufacture

Identify suitable Collaborate with Ensure seamless

Share documents Share BOMs

Business process examples:

Collaborative Product Development

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

Business Outcomes Process Highlights

Import BOMs from SAP S/4HANA and perform

Collaboratively redline and visually annotate 2D/3D

Create and leverage workflows with safe exchange

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

Business Outcomes Process Highlights

Flexible search and filter options to navigate to the

Workflow-driven collaboration with suppliers for

Bi-directional exchange of documents from

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5

Business Outcomes Process Highlights

Transfer data from a provisional specification

Load value sets for specification from the source

Store greenhouse gas emissions as provisional

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

Business Outcomes Process Highlights

Manage document versions by creating one or

Upload documents from the document management

Create robust workflows including an integrated

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

© 2023 SAP SE or an SAP affiliate company. All rights reserved.

The Supplier The Buyer

Waste Latencies Cost

The Supplier The Buyer

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

Business Outcomes Solution Highlights

Bi-directional exchange of documents residing in

Sourcing process can be triggered depending on business process

Reviews information, interacts, and proceeds with quotation

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

Business Outcomes Solution Highlights

Manage document versions in order to avoid costly

Create robust workflows including an integrated

Based on MRP run, the ordering process is triggered automatically

Updates the collaboration, triggers review and confirmation

System updates Adds Uploads

Reviews information, interacts, and proceeds with order fulfillment

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

▪ Collaboration in SAP Enterprise Product

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10

© 2023 SAP SE or an SAP affiliate company. All rights reserved.

Idea / Requirements Early Engineering Detailed Design Prototyping Production Service

Portfolio and Project Management

Requirements Acquisition EPD Engineering – Requirements Management

EPD Specification Management

Early Product Costing

EPD Engineering – System Engineering

Engineering –BOM MGT Manufacturing Bill of Material

AVC (Design Time) AVC - Advanced Variant Configuration (Run Time)

Recipe Development Master Recipe

Engineering Change Management Manufacturing Change Management

PLM Handover / TDM Integration

© 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

EasyClean 103 200ml

EasyClean 103 Denatured Alcohol