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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

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.2 Process Instructions .  SAP AG 2003 © SAP AG SCM344 11-2 .Generation and Other Functions: Course Objectives At the conclusion of this unit.0.

0.3 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 .

proc. you can display information about the process instructions to be generated for the recipe. Generated process instructions always have numbers 0000 or 9999. generate copy Control recipes Customizing Process instr.  If you want a particular process instruction to be contained in all control recipes for a specific destination. Proc. you can also start the generation manually in advance in the process order.  On the basis of these Customizing settings. instr. you can have them generated automatically by the system.instr. © SAP AG SCM344 11-4 .0.instr.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. In the operation overview of the master recipe. The settings required for this are made in Customizing (see next graphic). and are added to the process order and the control recipe. Proc. you can manually create the process instructions required for a specific process in the master recipe and process order. The process instructions are generated when you create a control recipe. However. 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.

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

 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). even though there are no reservation items.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.  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. 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.  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.  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. the system checks whether a component in the material list of the process order has been marked for backflushing.  Backflushing of components While generating the process instruction. © SAP AG SCM344 11-6 .0. The system only generates a process instruction for a component if the settings made in the filter match those for the component. If the Backflush indicator has been set in the resource. the system also generates process instructions for these. If you select additional item categories.

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

short text. the characteristic is assigned the number of the leading product (header material). This graphic and the next graphic both provide an overview of these dependencies:  The number. the system needs the corresponding material item of the material list.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. 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. or the order item. 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. batch. Therefore. Otherwise. © SAP AG SCM344 11-8 . or storage location of a material can only be determined if the system knows which material is used.0. quantity. the reservation item.  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.

For the system to be able to do this. 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. 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. the number of the inspection characteristic or material must have already been specified in the process instruction. 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.Has the same name . © SAP AG SCM344 11-9 . However.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.0.9 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 .

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

0.11 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. © SAP AG SCM344 11-11 .

 Characteristics containing general information about the order.0. No additional information is required. The following groups of characteristics can be distinguished in this data request:  Characteristics that are the same for all generated process instructions. using the reservation item characteristic). Information about this material must be transferred to the process instruction during generation (for example.  The material quantity assigned automatically is the basis for the automatic assignment of the unit of measurement. These characteristics can be assigned a value using their value assignment functions. © SAP AG SCM344 11-12 .12 Value Assignment in Generated Process Instructions . 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. 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.  Information about the material of the relevant process instruction. 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.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. phase. These characteristics can already be assigned a value in Customizing. for value assignmt. and reservation.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. Examples are order number.  The material number can be copied to the PPPI_INPUT_GROUP characteristic and displayed in addition to the general input request (INPUT_REQUEST).

To use this function.  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.00 Record material quantity.  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).: ______ Qty ABC: ____ KG Batch: ____ Phase 20/Instr. © SAP AG SCM344 11-13 . the characteristic you want to insert must be contained in the same process instruction as the text symbol. 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. 10 Stop heating and Record inspection results Call mat. &0050&: Check material quality. speed. Add material ABC.0. Note 0070 RESERVATION_ITEM 0010 0080 INPUT_GROUP ABC: 0090 INPUT_REQUEST Qty. PI sheet Process order: 1234 Operating grp: W01 Phase 10 / Instr. 10 Start agitator. 0100 MATERIAL_CONSUMED 200. you can define a text symbol to insert the value of another characteristic in the text. qty calculation Qty: ____ kg SAP AG 2003  For characteristics whose value is a long text or a short text.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.

speed. Temp: ___ °C Rot. Add material ABC. Heat solvent. that it must be possible to carry out automatic value assignment for this characteristic in the process order  To define the text symbol. 10 Check material quality. R_10  PI sheet PI sheet 100449 Process order: 1234 Received Comment sheet Material: XYZ Test material Operating grp: W01 Start resource R_10.. Start agitator. insert the & <characteristic name> & character string (no spaces) in the text. 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.14 Text Symbols (2) Characteristic to be inserted can be automatically assigned a value Start &PPPI_PHASE_RESOURCE& resource.. however.0. Stop heating and Record inspection results Call mat. Note. © SAP AG SCM344 11-14 . Record material quantity.  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.: ______ Qty: ____ kg Signature: ____ Phase 20/Instr. Heat solvent.

 SAP AG 2003 © SAP AG SCM344 11-15 .15 Process Instructions . In Customizing for control recipe destinations.Generation and Other Functions: Summary (1)  When control recipes are created.0. 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 can be generated automatically and they can be copied to the order and the control recipe.

 SAP AG 2003 © SAP AG SCM344 11-16 . 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.0.16 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.

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

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

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