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Investment Management in PM

SAP Best Practices for Chemicals (Germany)

SAP Best Practices

Scenario Overview

Purpose and Benefits:

 The purpose of to describe business processes related to Investment
Management within Plant Maintenance.

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Scenario Overview

SAP Applications Required:

 SAP EHP3 for SAP ERP 6.0

Company roles involved in process flows

 Plant Maintenance Specialist

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The Investment Management (IM) component provides functions to support

the planning, investment, and financing processes for:

•Capital investments, such as the acquisition of fixed assets as the result of-
house production or purchase

• Investments in research and development

•Projects that fall primarily under overhead, such as continuing education of

employees or establishing new markets

• Maintenance programs

The term investment, therefore, is not limited only to investments you

capitalize for bookkeeping or tax purposes. An investment in this context can
be any measure that initially causes costs, and that may only generate
revenue or provide other benefits after a certain time period has elapsed (for
example, plant maintenance).

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Application module IM (Investment Management)

Application module PS (Project System)

Module IM for overall planning, budgeting and controlling of

Investment projects, Maintenance projects and operational
maintenance activities

Module PS as planning and controlling tool for individual measures

Maintenance work orders as cost collector for handling of operational

and project-related activities

Fully integrated process of Financials, Asset-Accounting, Controlling

and Plant Maintenance

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The Asset Life-Cycle

Construction Procurement
Projection process

Decision for Building

Investment Assembling


Research &
Development Operating
Asset Maintenance
retirement Quality assurance

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General Program structure

•Shows the structure of

the enterprise
•Based on technical
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Integration IM/PS and PM

Investment program Maintenance program

Projects Projects

Work Work
order order

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Invest Program Structure

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Maintenance Program Structure

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Budgeting Maintenance

IM-Program Aggregation
assignments by
Planned Actual Costs
Distribution Values
Work order

Active availability


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Process Cost planning

Cost planning based on:

• Objects - Count / Types
• Scale of planned measures
• Components and services
• Estimation of unplanned measures

Budget Reporting
Compares Modifying
• Workt
• Components
• other costs

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Example: Scenario Plant Maintenance

Program: CH-MAINT Technical structure: BP01


Cost center
Work order

Plan Plan
Budget Internal labor
Projects Pr 1 BP01-PM-20
Operational Maintenance

Pr 1.1 Pr 1.2 Pr 1.3 Ball system Ball system Ball system

1 2 3

Plan Settlement
to cost centger
Cost center K1 K2 K3


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Fiscal year changing


2006 2007

Program position 2006 Program position 2007

Budget Distrib. Budget year before 600
1000 1000 Year changing Budget new 3000
Whole 3600
Project X
Project X 600
Budget 600
Work order 1 + Addition 1000
closed 300
ne Project Y 1000
Work order 2
closed 100 w
ne Work order 3 1000

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Program 2006
Example: Availability Budget Act. Obligo Avail.

Budget Actual Obligo Avail.

Program position 1300 800 200 300

operative Objects
Work order 1 100 20 - 80
Work order 2 200 180 50 -30 !
Project X 400 150 100 150
Project Y 600 450 50 100

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Scenario Overview

Business Requirement: Support planning, investment, and financing processes for

investment programs and maintenance programs

Program Planning Program
Structuring Budgeting

Measure Measure Measure Release of Execution of Close of

Structuring Planning Budgeting Measure Measure Measure

Investment Fiscal Year

Management Changing of
Reports Programs

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Process Flow Diagram

Investment Planning and Old/new

Programs Budgeting Approval Year
t nev E

Release project Investment Create / Change /

Program Release Measures
definition Structure Display Measures
er us ae M &t c ej or P

Assignment of Capital
Assign WBS Investment
Element to Projects/Maintenance Projects
Functional Location to a Maintenance Order
ec nanet ni a Mt nal P

Plan Costs on Investment Budget Investment Budget Distribution

Projects Program Program
gni t nuocc A

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Symbol Description Usage Comments Symbol Description Usage Comments

Band: Identifies a user role, such as Accounts Payable Role band contains To next / From last Diagram: Leads to Flow chart continues on the next /
Clerk or Sales Representative. This band can also tasks common to the next / previous page of the previous page
identify an organization unit or group, rather than a that role.

specific role. Diagram

The other process flow symbols in this table go into
these rows. You have as many rows as required to cover
all of the roles in the scenario.
Hardcopy / Document: Identifies a Does not correspond to a task step in
printed document, report, or form a document; instead, it is used to
Hardcopy / reflect a document generated by a task
External Events: Contains events that start or end the step; this shape does not have any
scenario, or influence the course of events in the Document outgoing flow lines
l anr et x E
PAS ot

Financial Actuals: Indicates a financial Does not correspond to a task step in

Flow line (solid): Line indicates the normal sequence of Connects two tasks posting document a document; instead, it is used to
steps and direction of flow in the scenario. in a scenario reflect a document generated by a task
Flow line (dashed): Line indicates flow to infrequently- process or a non- Financial step; this shape does not have any
step event Actuals outgoing flow lines
used or conditional tasks in a scenario. Line can also
lead to documents involved in the process flow.

Business Activity / Event: Identifies an action that either Does not Budget Planning: Indicates a budget Does not correspond to a task step in
leads into or out of the scenario, or an outside Process correspond to a task planning document a document; instead, it is used to
that happens during the scenario step in the reflect a document generated by a task
Business document Budget step; this shape does not have any
Activity / outgoing flow lines

Unit Process: Identifies a task that is covered in a step-by- Corresponds to a

step manner in the scenario task step in the Manual Process: Covers a task that is Does not generally correspond to a
document manually done task step in a document; instead, it is
used to reflect a task that is manually
Unit Process Manual performed, such as unloading a truck
Proces in the warehouse, which affects the
s process flow.

Process Reference: If the scenario references another Corresponds to a

scenario in total, put the scenario number and name task step in the
here. document
Process Existing Version / Data: This block Does not generally correspond to a
Reference covers data that feeds in from an task step in a document; instead, this
external process shape reflects data coming from an
Existing external source; this step does not
Version / have any incoming flow lines
Sub-Process Reference: If the scenario references another Corresponds to a Data
scenario in part, put the scenario number, name, and the task step in the
step numbers from that scenario here document
Process System Pass / Fail Decision: This block Does not generally correspond to a
Reference covers an automatic decision made by task step in the document; instead it is
System the software used to reflect an automatic decision
Pass/F by the system that is made after a step
Process Decision: Identifies a decision / branching point, Does not usually ail has been executed.
signifying a choice to be made by the end user. Lines correspond to a task Decisio
represent different choices emerging from different parts step in the
of the diamond. document; Reflects n
Proces a choice to be made
s after step execution

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