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Process Instructions - Generation and
Other Functions

Contents:
 Automatic generation of process instructions for control

recipe destinations
 Automatic assignment of values to process instruction

characteristics
 Text symbols

SAP AG 2003

© SAP AG

SCM344

11-1

0.2 Process Instructions .  SAP AG 2003 © SAP AG SCM344 11-2 .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 recipe  Describe the options to automatically assign values to characteristics  Use text symbols in process instructions.

3 Overview Diagram 11 88 Control Recipes Settings and Processing 99 PI Sheet – Elements and Functions 10 10 PI Sheet – Process instructions 11 Course Overview 22 Introduction 33 Process Messages Structure and Settings 44 Process Messages Processing 55 Process Messages in the Standard SAP System 12 12 66 Process Instructions Structure and Settings 13 13 Data Transfer between Applications 77 Process Instructions for Process Control Systems 14 14 SAP OPC Data Access  11 Process Instructions Generation and other Functions Decentralized Process Management SAP AG 2003 © SAP AG SCM344 11-3 .0.

© SAP AG SCM344 11-4 . The settings required for this are made in Customizing (see next graphic).4 Creating and Generating Process Instructions Create manually Master recipe Generate automatically Process order Operations Operations Operations Operations phases Phases phases Phases copy Destinations Destinations Destinations Destinations proc. you can also start the generation manually in advance in the process order. you can manually create the process instructions required for a specific process in the master recipe and process order. 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.0. you can have them generated automatically by the system. proc. and are added to the process order and the control recipe.  On the basis of these Customizing settings. However. Proc. instr. generate copy Control recipes Customizing Process instr. Proc. In the operation overview of the master recipe. Generated process instructions always have numbers 0000 or 9999.instr.instr. categories Control recipe destinations with process instructions to be generated   SAP AG 2003 The graphic provides an overview of where and how process instructions can be created:  Process instructions are predefined in Customizing. instr.  If you want a particular process instruction to be contained in all control recipes for a specific destination.

9999 9999 9999 SIGN OP_TEXT PH_TEXT PHST_S MAT_INFO . 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. 1 2 3 1 2 3 4 5 PH_TEXT PHST_S MAT_INFO CONS QM_JMP PROD PHST_F SIGN 03 01 0000 0000 0000 0000 0000 0010 . . only for phases where inspection characteristics are set). Strt CtrlRec Start Op. . © SAP AG SCM344 11-5 . CONS PHST_F SIGN Phase 2 InspRq.5 Generating Process Instructions: Settings Control recipe for destination Operation 1 Phase 1 Control recipe destinations Process instructions to be generated Item Sequen. phase Fin.0.. the objects for which you want to insert process instructions in the specified item (for example.. Instr.  Note: You cannot create a control recipe unless values have been assigned to all characteristics of the corresponding process instructions. 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. cat. Strt phase Strt phase Strt phase Fin. . . phase Fin. phase GenScop Filter SIGN OP_TEXT. phase Fin.. 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. For this reason. phase Fin. 9999 9999 9999 PH_TEXT PHST_S . 03 0000 0000 0010 . QM_JMP PHST_F SIGN Operation 2 Phase 1   SAP AG 2003 If process instructions are to be generated automatically for a control recipe destination. that is..

6 Filter Criteria for the Generation 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  SAP AG 2003  You can restrict the number of generated process instructions by defining a filter. the system checks whether a component in the material list of the process order has been marked for backflushing. the system also generates process instructions for these. If you select additional item categories. © SAP AG SCM344 11-6 .  Backflushing of components While generating the process instruction.  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).  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). In the standard system. If the Backflush indicator has been set in the resource.  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. even though there are no reservation items.  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. process instructions are only generated for stock items because a reservation item exists for them. it is not taken into account when generating the process instruction.0. The system only generates a process instruction for a component if the settings made in the filter match those for the component.

Proc. instr. call the field help for indicator A (Automatic value assignment) on the characteristic assignment screen. To display this information. Information on the value assignment function of a characteristic is provided in the process order and the process instruction category.  Values you have maintained manually are not overwritten during the automatic value assignment. categories Control recipe destinations with process instructions to be generated Characteristics with the relevant functions and tables  SAP AG 2003  The graphic provides an overview of where and how a value can be assigned to process instruction characteristics. provided that the value contains general information  In the master recipe. instr. It can only be used for some of the characteristics predefined by SAP.  You can manually assign a value to process instruction characteristics as follows:  In the process instruction category. Customizing Process instr.  Value assignment when generating process instructions: This type of automatic value assignment depends on the scope of generation. instr. instr.7 Automatically Assigning Values to Process Instruction Characteristics Create value manually Master recipe Process order Operations Operations phases Phases Destinations Destinations Empfänger proc. © SAP AG SCM344 11-7 .0. Assign value automatically Operations Operations copy phases Phases Destinations Destinations generate copy Control recipes proc. 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. Proc. You can also define your own value assignment functions in Customizing.

the reservation item. © SAP AG SCM344 11-8 . Otherwise. This graphic and the next graphic both provide an overview of these dependencies:  The number. the characteristic is assigned the number of the leading product (header material). quantity. short text. the system needs the corresponding material item of the material list. batch.  The planned activity as well as the short text of the corresponding parameter can be determined if the process instruction contains the parameter ID. 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. or the order item.0. Therefore. or storage location of a material can only be determined if the system knows which material is used.  The unit of measure can only be determined for a quantity that has automatically been determined beforehand in the same process instruction. assigned PPPI_ACTIVITY PPPI_STANDARD_VALUE_TEXT PPPI_STD_VALUE_PARAMETER   Reference characteristic SAP AG 2003 The standard system contains a number of characteristics to which functions for automatic value assignment have been assigned.8 Automatic Characteristic Value Assignment: Dependencies (1) Characteristic to be assigned value PPPI_MATERIAL PPPI_MATERIAL_SHORT_TEXT PPPI_MATERIAL_CONSUMED PPPI_MATERIAL_PRODUCED PPPI_MATERIAL_QUANTITY PPPI_BATCH PPPI_STORAGE_LOCATION PPPI_MATERIAL_ITEM PPPI_RESERVATION_ITEM PPPI_ORDER_ITEM PPPI_UNIT_OF_MEASURE Preceding characteristic to which a quantity has been autom.

0. the number of the inspection characteristic or material must have already been specified in the process instruction. © SAP AG SCM344 11-9 . 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.Is assigned as the value of the preceding PI characteristic PPPI_INPUT_GROUP Preceding characteristic: PPPI_INSPECTION_CHARACTERISTIC PPPI_MATERIAL   Reference characteristic SAP AG 2003 The standard system contains a number of characteristics to which functions for automatic value assignment have been assigned. For the system to be able to do this. 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. 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.9 Automatic Characteristic Value Assignment: Dependencies (2) Characteristic to be assigned value Characteristic for which the following value assignment function is used: COAV_RESOURCE_CHARACTERISTIC Classification characteristic that .Has the same name . However.

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. Its value is taken from the resource classification (see master recipe 1). you must record a measured value.0.Resource R3 Data request MEAS1 . 0050 R2 Resource MEAS_DEV = R2 Master recipe 1 Data request RES1 R3 MEAS_DEV = R3 Master recipe 2 Phase 35 . The COAV_RESOURCE_CHARACTERISTIC value assignment function has been assigned to the characteristic.  Depending on how the characteristic is defined. The value of the SOURCE characteristic is then taken from this classification characteristic (see master recipe 2). you want the name of the measuring device to be transferred to the process instruction automatically after you have selected the resource.10 Automatic Value Assignment with Resource Attributes (Example) Resource class Resource R1 Resource MEAS_DEV = R1 Phase 35 . For this reason. 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. you assign any characteristic (for example.  Solution:  To classify possible resources. . . RES_CHAR) to the process instruction immediately before the SOURCE characteristic. In this case. © SAP AG SCM344 11-10 . 0045 0050 MEAS_ DEV* = R3 R3 MEAS1 RES_CHAR = MEAS_DEV SOURCE* = R3 * Automatic assignment of values using COAV_RESOURCE_CHARACTERISTIC function   SAP AG 2003 Task to be performed in the example:  During the course of a process. 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. you assign the MEAS_DEV characteristic directly to the process instruction.. You then assign the name of the MEAS_DEV classification characteristic as the value of the new characteristic. Which measuring device provides you with this value depends on the resource that was selected in the process order..Resource . In this case.

0. © SAP AG SCM344 11-11 .11 Automatic Characteristics Value Assignment During Generation Scope of generation   Characteristic For all reservation items and order items PPPI_MATERIAL_ITEM PPPI_RESERVATION_ITEM For all reservation items PPPI_MATERIAL_ITEM PPPI_RESERVATION_ITEM For all order items PPPI_ORDER_ITEM_NUMBER For all inspection characteristics PPPI_INSPECTION_CHARACTERISTIC For all predecessors PPPI_PREDECESSOR For all variable activities PPPI_STD_VALUE_PARAMETER_ID SAP AG 2003 The graphic shows the characteristics to which a value is assigned automatically when you use a specific scope of generation to generate process instructions.

00 REQUESTED_VALUE MATERIAL_CONSUMED UNIT_OF_MEASURE kg AUTOMATIC_VALUE EVENT_DATE AUTOMATIC_VALUE EVENT_TIME Value assignment: Manually in Customizing Automatically in the order Automatically during generation Is reference charac.12 Value Assignment in Generated Process Instructions .  The material number can be copied to the PPPI_INPUT_GROUP characteristic and displayed in addition to the general input request (INPUT_REQUEST).  Information about the material of the relevant process instruction.  The material quantity assigned automatically is the basis for the automatic assignment of the unit of measurement. Information about this material must be transferred to the process instruction during generation (for example. No additional information is required. © SAP AG SCM344 11-12 . The following groups of characteristics can be distinguished in this data request:  Characteristics that are the same for all generated process instructions.0.Example Process data request   DATA_REQUEST_TYPE Simple data request MESSAGE_CATEGORY PI_CONS PROCESS_ORDER 1234 PHASE 0010 MATERIAL ABC RESERVATION 32605 RESERVATION_ITEM 0010 INPUT_GROUP ABC: INPUT_REQUEST Material qty: MATERIAL_CONSUMED 200. These characteristics can be assigned a value using their value assignment functions. SAP AG 2003 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. 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. for value assignmt. phase. Examples are order number. and reservation. These characteristics can already be assigned a value in Customizing.  Characteristics containing general information about the order. 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.

 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. Add material ABC. PI sheet Process order: 1234 Operating grp: W01 Phase 10 / Instr. speed. To use this function. qty calculation Qty: ____ kg SAP AG 2003  For characteristics whose value is a long text or a short text. 0100 MATERIAL_CONSUMED 200. 0110 REQUESTED_VALUE MATERIAL_CONSUMED 0120 UNIT_OF_MEASURE kg 0130 AUTOMATIC_VALUE EVENT_DATE 0140 AUTOMATIC_VALUE EVENT_TIME  Received Comment sheet Material: XYZ Test material Temp: ___ °C Rot.0.: ______ Qty ABC: ____ KG Batch: ____ Phase 20/Instr. 10 Start agitator. &0050&: Check material quality.00 Record material quantity. 10 Stop heating and Record inspection results Call mat.  To do so.13 Text Symbols (1) Characteristic to be inserted available in process instruction Process data request 0010 DATA_REQUEST_TYPE Simple data request 0020 MESSAGE_CATEGORY PI_CONS 0030 PROCESS_ORDER 1234 PI sheet 100449 0040 PHASE 0010 0050 MATERIAL ABC 0060 RESERVATION 32605 Heat solvent. the characteristic you want to insert must be contained in the same process instruction as the text symbol. © SAP AG SCM344 11-13 . you can define a text symbol to insert the value of another characteristic in the text. Note 0070 RESERVATION_ITEM 0010 0080 INPUT_GROUP ABC: 0090 INPUT_REQUEST Qty. enter the following character string in the Characteristic value field: & <four-character sort number of the characteristic within the process instruction> & (no spaces).

insert the & <characteristic name> & character string (no spaces) in the text. Note.14 Text Symbols (2) Characteristic to be inserted can be automatically assigned a value Start &PPPI_PHASE_RESOURCE& resource. © SAP AG SCM344 11-14 . Temp: ___ °C Rot. qty calculation Qty: ____ kg SAP AG 2003  You can also use text symbols to refer to a characteristic that is not assigned to the process instruction. Heat solvent. Start agitator..: ______ Qty: ____ kg Signature: ____ Phase 20/Instr.  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. Add material ABC. R_10  PI sheet PI sheet 100449 Process order: 1234 Received Comment sheet Material: XYZ Test material Operating grp: W01 Start resource R_10. however. speed.. Stop heating and Record inspection results Call mat. that it must be possible to carry out automatic value assignment for this characteristic in the process order  To define the text symbol.0. Record material quantity. 10 Check material quality. Heat solvent.

0. process instructions can be generated automatically and they can be copied to the order and the control recipe.Generation and Other Functions: Summary (1)  When control recipes are created. In Customizing for control recipe destinations. Generated process instructions should only contain characteristics whose values have already been assigned in Customizing or can be assigned automatically. you specify which process instructions are to be generated for a particular control recipe destination.  SAP AG 2003 © SAP AG SCM344 11-15 .15 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 characteristics  During generation.  SAP AG 2003 © SAP AG SCM344 11-16 . you can use a text symbol to include the value of another characteristic in the text. whereby this type of value assignment is only used for certain characteristics specified by SAP for special scopes of generation  For text characteristics.0.16 Process Instructions .

without an input field) request for a PI_PHST message. the BEGIN process instruction is to be created for all predecessors as the second step. A PI_CONS message sends the quantity entered to the inventory management to update the stock. adjust your Scales ## and Production ## control recipe destinations as follows: At the beginning of a phase. A phase remains locked for the maintenance until you have completed the predecessor phase. At the beginning of a phase. The SEQDEF process instruction defines a sequence when the PI sheet is being maintained.Generation and Other Functions  Generating process instructions Generating process instructions 1-1 In Customizing. At the beginning of a phase. 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.0. You confirm the start of the phase. the CONSUMP process instruction is to be created for all reservations as the third step. © SAP AG SCM344 11-17 . The BEGIN process instruction defines the hidden (that is.17 Exercises Unit: Process Instructions . the SEQDEF process instruction is to be created for all operations as the first step.

Note that some characteristics were automatically assigned values during generation. Display the generated process instructions and navigate to the characteristic overview. Analyze the relevant PI sheets. PPPI_PROCESS_ORDER) by selecting the Assign value automatically key on the characteristic overview. In particular. Check for characteristics that have not yet been assigned values (for example. Choose Goto  Logs  On PI generation/ctrl recipe creation. check whether the generated process instructions are displayed correctly. To do so. choose Process order  Functions  Control recipe  Generate process instructions autom. (Process order type PI01. Call the order in change mode and generate the process instructions. You do not need to maintain the PI sheet. scheduling type Current date) Release the order and save it. Check the log for the generation. 500 liters.1-2 Create a process order for material T-FDA## . 1-3 Generate a control recipe for your process order and send it. © SAP AG SCM344 11-18 .

.scope 05 10 SEQDEF 05 05 20 BEGIN 05 05 30 CONSUMP 01 1-2 Known procedure. © SAP AG SCM344 11-19 . Instr. Select New entries and define the following process instruction to be generated: Item Sequence Proc. 1-3 Known procedure.0.. Category Gen.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.18 Solutions Unit: Process Instructions . new menu paths are specified in the exercises.