1. Course: SAP Compatible Units for Project Assistants
Video Demos

2. Module 2: SAP CUs Training

3. Lesson 2.1: The Business Process: Quote Acceptance to Final Material List

4. Section 2.1.1: Business Process: Quote Acceptance to Final Material List

5. 2.1.1.1: From Quote Acceptance to PMT Task
CRM (ExperLogixs)
Estimate
Time & Materials
1st SAP Order with CM#
Quote Created
2nd SAP Order with CM#
3rd Final Released SAP Order with CM#
and CUs
Quote Accepted

6. 2.1.1.2: Design Validation PMT Task to PA – Assigned
PA Generates PDF CU Structure List
PA makes changes in SAP
PMT Task Complete
Designer Tasks PA to make Changes to the Order
Designer Validation
Changes Required
No Changes
PMT Task to PA – Final Material List
PA Generates PDF Material List from SAP
PMT Task Complete

7. Section 2.1.2: Starting the Process—Receiving a Task from PMT

8. Graphic of My Work screen in WPA
: My Work – Task View
Media Description:
Graphic of My Work screen in WPA

9. 2.1.2.2: Step 2 - Project Center View
Media Description:
Graphic of Project lists & opened project (animated)
Media Description:
Graphic of Project Center in PWA View expanded

10. 2.1.2.3: Step 3 - Project Details

11. 2.1.2.4: Using the MS SharePoint Document Library
Media Description:
Graphic of MS SharePoint Document Library attached to the example project.

12. Section 2.1.3: New Terms – Construction Measure (CM) and Compatible Unit (CU) Orders

13. 2.1.3.1: Construction Measure (CM)
Like an OID#
Matches the Request#
Matches the Quote#
Matches the Project#
Matches the Task#
MS SharePoint Document#
Referenced in the SAP Order as CM#

14. 2.1.3.2: Fortis CU Order Example
Media Description:
Is there an example of a work order or is it conceptual?

15. Section 2.1.4: An Introduction to Compatible Units

16. 2.1.4.1: What is a Compatible Unit? – IKEA Example

17. 2.1.4.2: Fortis CU Minors Example
SS23725

18. 2.1.4.3: Fortis CU Majors Example
SS25933
SS23725
SS26105
SS28526

19. Section 2.1.5: What are the Advantages of Using CUs?

20. 2.1.5.1: List of Business Benefits
Provides standard estimating elements with material and labour costs
Enforces standard design and reduces errors
Work orders are created automatically and are easier to use
Improved Supply Chain Management
Allows for as-designed vs. as-built comparisons

21. Section 2.1.6: SAP - CU Structure List

22. 2.1.6.1: Initial CU Structure List
Media Description:
Graphic of CU Structure List from SAP CU Order report PDF / markups

23. 2.1.6.2: Marked-UP CU Structure List
Media Description:
Marked up CU Material List

24. Section 2.1.7: SAP- Material List

25. Graphic of material list PDF
: SAP– Material List
Media Description:
Graphic of material list PDF

26. Business Process Flows
: Re-Cap
Business Process Flows
Importance of the Construction Measure Reference#
Compatible Units in SAP and their Advantages
Cu Structure Lists for Change Requests
CU Structure Lists for Final Build
Questions ?

27. : Summary

28. Lesson 2.2: Printing the CU Structure List

29. Section 2.2.1: Retrieve PMT Project Details

30. 2.2.1.1: Navigate the PMT Dashboard

31. : Selecting a Task

32. Section 2.2.2: Managing Project Lists in PMT Project Centre

33. 2.2.2.1: Listing the Projects in PMT
Media Description:
Capture of dashboard link & Project listing page

34. 2.2.2.2: Using Custom Filters to Locate the Project by the Project#
Media Description:
Screen shot of custom filter example
Media Description:
Screen shot of custom filter example

35. : Project Details

36. Section 2.2.3: Find the SAP CU Order(s) Using the CM#

37. 2.2.3.1: Search by CM# for the Released CU Order
Some large projects may have multiple orders released to the same CM#

38. 2.2.3.2: SAP Transaction ZM08n for Reporting
Media Description:
Screen capture of ZM08N - dropdown
Media Description:
Screen capture of ZM08N

39. Section 2.2.4: Printing a CU Structure List

40. 2.2.4.1: Printing the CU Structure List
Media Description:
Screen shot
Media Description:
Screen shot
Media Description:
Screen shot of executed ZM08n tcode

41. Note the Reference# from the PMT task. Open the Project Centre...
: Practice
Note the Reference# from the PMT task.
Open the Project Centre...
Verify the Order Basic Start Date...
Print the CU Structure List...

42. Section 2.2.5: Printing and Saving a CU Structure List

43. 2.2.5.1: Saving the PDF of the CU Structure List

44. 2.2.5.2: Saving the PDF as a Local File
Media Description:
Save as browse window in SAP

45. Section 2.2.6: SharePoint Naming Conventions

46. 2.2.6.1: Naming Conventions for MS SharePoint Files
Reference Number then a space
If multiple released superior orders then “Order order#” then a space examples:
CU Structure List
Material List
Order CU Structure List
Order Material List
Type = PMT File Structure = Design/Build

47. Section 2.2.7: Using the MS SharePoint Document Library

48. 2.2.7.1: Access the MS SharePoint Document Library

49. 2.2.7.2: Upload a CU Structure List to MS SharePoint
Media Description:
Screen shot SharePoint Library...

50. 2.2.7.3: SharePoint File Properties
Media Description:
Screen shot meta data

51. Section 2.2.8: Set PMT Task to Complete

52. 2.2.8.1: Set PMT Task to Complete

53. Using the PMT Task Reference# to find the Project
: Re-Cap
Using the PMT Task Reference# to find the Project
Finding the SAP order with IW38
Saving PDFs from SAP ZM08N following SharePoint naming conventions
Uploading to the MS SharePoint Document Library
Setting the PMT Task Complete
Questions ?

54. : Summary

55. Lesson 2.3: Preparing to Use CU Orders

56. Section 2.3.1: Navigating the Header of a CU Order

57. : CS Orders

58. 2.3.1.2: Navigating a CU Order Header Tab

59. Note the header fields that are CU Order unique
: Practice
IW33; Display Order
Note the header fields that are CU Order unique
Note the CU Tab, note the CM#
Note the Operations and Component tab

60. Section 2.3.2: Navigating the Compatible Units Tab on a CU Order

61. 2.3.2.1: Navigate to the Comp. Unit Tab on the Order

62. Section 2.3.3: Searching CUs in Maintain Mode

63. 2.3.3.1: Listing all CUs in Maintain Mode

64. : Listing of CUs

65. Open the CU Order provided. Select the Comp. Unit tab.
: Practice
Open the CU Order provided.
Select the Comp. Unit tab.
Click to activate maintain mode.
List all of the CUs by clicking without applying any filters.
Browse through the list.

66. : Searching CUs

67. Search CUs by ID or description;
: Practice
Return to Filter mode
Search CUs by ID or description;
a) Search by CU ID (p*, t*,s*, ss*,c*)
or (*26602, *25931, *21003).
Search by Description (*haddock*).
Click to Exit Maintain mode.

68. Section 2.3.4: Navigating the Operations Tab

69. 2.3.4.1: Navigating the Operations Tab

70. Section 2.3.5: Navigating the Component Tab

71. 2.3.5.1: CU Order Component Tab

72. : Component Details

73. Section 2.3.6: Processes in Completing Change Requests

74. 2.3.6.1: Steps to Make Required Changes in SAP Orders
PMT; Project# from Task
Note the Project Number in the PMT Task
In Project Centre
Open Project Centre and create custom filter to search by the Project Number#
Open the Project, note the details and required changes
In SharePoint Document Library
Open the MS SharePoint Documents Library link
Open the CU Structure List PDF to see any mark-ups
In SAP TCODE IW38; search by the Project Number (CM#) to locate and edit the appropriate released CU Order. Make required changes and Save
Print the PDFs in ZM08N and save in your H drive
Upload into the MS SharePoint Documents Library
Set the PMT task to complete
PMT; Project Centre
SharePoint
Document Library
SAP IW38 List SAP Order(s)
Make Changes
SAP ZM08n Save PDFs
SharePoint
Upload PDFs
PMT; Task Complete

75. Section 2.3.7: Changing the Order Basic Start and Finish Dates

76. 2.3.7.1: Change the Material Requirement Date
Media Description:
Screen capture from CM Project and SAP Order header
Media Description:
Screen capture from CM Project and SAP Order header
Media Description:
Screen capture from CM Project and SAP Order header

77. 2.3.7.2: Component Details Media Description:
Screen capture from CM Project and SAP Order header
Media Description:
Shot of component details
Media Description:
Shot of component details

78. Non-Stock items are not are not affected
: Material Date Logic
DSL; Offset = -4 Reservation Date will be -4 working days offset from the CU Order Basic Start Date (Material required date) for picking
Acheson; Offset = -9 Reservation Date will be -5 working days offset from the CU Order Basic Start Date (Material required date) for shipping and -4 working days offset for picking (Total = -9 working days offset)
Non-Stock items are not are not affected

79. Open the PMT Task and Note the Project#. Open the PMT Project Centre:
: Practice
 Open the PMT Task and Note the Project#.
Open the PMT Project Centre:
Create a Custom; Filter > Custom > Project name contains Project#.
Open the Project and note the Material requirement by date and the SAP Order number.
Change the SAP Order:
Use SAP IW38 to Search for the associated released order(s) by the CM# in the Construction Measure# field.
Open and edit the appropriate Order.
Change the Basic Start and Basic dates and Save.
In PMT, set the task complete.

80. What has changed on a CS Order What is new with CU and RU Orders
: Re-Cap
What has changed on a CS Order
What is new with CU and RU Orders
Searching CUs
CUs add Operations (Labour) and Components
Changing Order Basic Start dates
Questions ?

81. : Summary

82. Lesson 2.4: Adding and Deleting Items on Structure List

83. Section 2.4.1: Add Miscellaneous Materials to a CU Order

84. 2.4.1.1: Adding Materials against the Miscellaneous Operation
Media Description:
Shot of operation selected screen

85. Section 2.4.2: Adding and Deleting CUs from a CU Order

86. 2.4.2.1: Deleting Major CUs from the Order

87. 2.4.2.2: Deleting Major CUs from the Order

88. 2.4.2.3: Adding back the Minors

89. Delete a Major CU on a CU Order... Save and Exit the Order.
: Practice
Delete a Major CU on a CU Order...
Save and Exit the Order.
Add Minor CU back into the CU Order...
Move the CU as required into the appropriate structure.
Repeat for the other minor CUs required.
Back out of maintain mode . Copy the CM# to use in saving the PDFs later.
Save and Exit the order.
Update the CU Structure List and Material List...
Save as; H:\CM# (paste) CU Structure List or H:\CM#(paste) Material List.
Upload into the Project’s MS SharePoint Documents Library.
In PMT, set the task complete.

90. Section 2.4.3: Update the CU Structure List and the Final Material List

91. 2.4.3.1: SAP ZM08n; Report for Components

92. 2.4.3.2: SAP ZM08n; Material List Transaction

93. 2. 4.3.3: SAP ZM08n; Generate the PDF files

94. 2. 4.3.4: Upload to MS SharePoint Document Library

95. From a PMT Task, note the Reference#.
: Practice
From a PMT Task, note the Reference#.
In Project Centre, create the custom filter where Project name contains the Reference#.
Using ZM08n, locate the appropriate SAP CU Order by the Construction Measure field = the Reference#
Click to generate the Material List
Click to generate the Exception Report
Click the SAP Printer button to get a hard copy
Click the Generate PDF file button
Save As; H:\CM#(paste) Material List
Upload in the MS SharePoint Documents Library
Set the Type to PMT
Set the File Structure to Design/Build
Set the PMT Task to complete

96. Section 2.4.4: Adding Multiple CUs to a CU Order

97. : Adding Multiple CUs

98. Select the Comp. Unit tab. Expand the Hierarchy.
: Practice
Select the Comp. Unit tab.
Expand the Hierarchy.
Click the Maintain button.
Search by CU ID (p*, t*,s*,c*, ss*,*26602, *25931, *21003) or Description (1ph pad*100kva*)
Click to display the “hit list”
Select the row desired (note X means it is a major CU)
Type the quantity desired into the CU Quantity field and [Enter] to update
Click the Transfer CU button
Move the CUs as required into the appropriate structure by dragging the CU icon on the left Hierarchy panel.
Back out of maintain mode.
Save the Order

99. Section 2.4.5: Copying CUs in an Order

100. 2.4.5.1: Copying CUs in an Order

101. Select the Comp. Unit tab. Click the Maintain button.
: Practice
Select the Comp. Unit tab.
Click the Maintain button.
Click the Copy button, this puts you in copy mode.
Drag the item on the left panel that you wish to copy to the location desired.
Click the Move button to get out of copy mode.
Click to exit maintain mode

102. Section 2.4.6: Changing Linear CUs

103. 2.4.6.1: Identification of Linear CUs

104. Select the Comp. Unit tab.
: Practice
Select the Comp. Unit tab.
Expand the Hierarchy on the left panel with the triangle icon.
Click the Maintain button.
Search by CU ID – example; or C*
Click check to display.
Select the row desired
Click Transfer CU.
Change the Execution Factor to the service length required.
Click the checkmark to exit Maintain mode.
Save the Order.

105. Section 2.4.7: Listing all Orders Related to a CM#

106. 2.4.7.1: Searching all Related Orders by Construction Measure

107. : Project Orders

108. : Summary

109. Lesson 2.5: Manually Creating CU Orders

110. Section 2.5.1: Adding Materials After the Material Requirement Date has Past

111. 2.5.1.1: Determine if Material Requirement Date is in the Past

112. 2.5.1.2: Creating the SAP CU21 Sub-Order

113. Check if the Material Requirement Date is in the past...
: Practice
Check if the Material Requirement Date is in the past...
Set the Fields required at Order Creation...
Copy the CM# from Superior Order Comp. Units tab to the Sub Order Comp. Units tab.
Release the order via menu path Order > Change... Save.

114. Section 2.5.2: G Electric Orders

115. 2.5.2.1: G Electric Orders Changes
The only Change in the Estimation Procedures is a radio button.
Select the Estimate radio button and click the OK button. Note the Order number of the superior and the new Order number you created.

116. 2.5.2.2: G-Electric Order Navigation and Editing

117. 2.5.2.3: G-Electric Order CU Tab Listing Minors

118. IW33; Open the G-Electric Order provided.
: Practice
IW33; Open the G-Electric Order provided.
Note the User Status is GELC.
Click the Comp. Unit tab and note how they are all Minor CUs.
Delete a Minor CU.
Open the Superior Order from the Header tab.
Delete all CUs from Superior Order

119. Section 2.5.3: Manually Creating CU Orders

120. 2.5.3.1: Manually Create a CU Order

121. 2.5.3.2: CU Order Header Details

122. : Compatible Unit Tab

123. Specify the Order Type as CU20 for Superior Orders.
: Practice
Specify the Order Type as CU20 for Superior Orders.
Set the Priority to Routine.
Set the Planning plant to 4125 (as an example).
The User Status needs to be changed to QACC.
Set the Planner Grp to PJS.
Set the appropriate PM Activity Type (Small, Medium, or Large)
Set the Main wk ctr to 02_OPS (as an example).
Basic Start/Basic Finish are required.
Select the Partner tab; set the Certifier = BLehman.
Select the Additional Data tab; set the WBS Element.
Set the settlement rule to the same WBS element.
Release the Order.

124. Section 2.5.4: Creating Virtual CUs for Structure

125. 2.5.4.1: Creating Virtual CU Structures
Media Description:
Slide showing CU Tab and virtual CU options
Media Description:
Slide showing CU Tab and virtual CU options

126. 2.5.4.2: Virtual CU Structure Standards

127. : Operation View

128. Click the Maintain button Click the Virtual CU button
: Practice
Click the Comp. Unit tab
Click the Maintain button
Click the Virtual CU button
Change the text of the virtual CU to OPT 1
Add the other Virtual CUs (SERV 1, STR 0, STR 1, STR 2 and STR 3)
Click the back arrow to exit Maintain mode
Go back into Maintain mode and try to move a structure.

129. Section 2.5.5: Adding and Moving CUs into the Structure

130. 2.5.5.1: Adding and Moving CUs into the Structure

131. : Operation View

132. : Component View

133. Click the Maintain button. List all CUs.
: Practice
Click the Comp. Unit tab.
Click the Maintain button.
List all CUs.
Select a CU and change the quantity to 4 and [Enter].
Select the row and click Transfer CU.
Move 3 of the CUs into different structures.
Exit Maintain mode.
Go back into Maintain mode.
Try to move the fourth CU you added.

134. Section 2.5.6: Copying CUs into the Virtual CU Structure

135. 2.5.6.1: Copying CUs into the Structure

136. Select the Comp. Unit tab. Select the Maintain button.
: Practice
Select the Comp. Unit tab.
Select the Maintain button.
Select the copy button.
Drag a CU from one structure into the top row.
Note the duplicate.
Drag a structure to the top row.
Note the entire structure is duplicated.
Click the Move button.
Move one of the copied items.
Exit Maintain mode.

137. Manually Creating CU Orders including Virtual CUs
: Re-cap
Creating Sub-Orders to Capture Costs after the material requirement date has past
G-Electric Orders
Manually Creating CU Orders including Virtual CUs
Moving and Copying CUs
Questions ?

138. : Summary

139. 2.5.6.5: Tasks and Actions Required
Request PA to update SAP Material Required Dates and Run CU Structure List
Reference# and Material Req. Date from PMT
SAP IW38; Check Order Basic Start date, adjust as required
ZM08n reports and upload to SharePoint
PA to update SAP with materials and dates
SharePoint – Print CU Structure List mark-ups
SAP IW38; adjust as required
SAP ZM08n reports and upload to SharePoint
Request Final SAP update with material required and delivery dates and G-dump (if required)