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SAP Asset Manager(SAM) – Part 1

Hello Everyone,

Greetings!

Presently we have lot of choices and opportunities to handle a maintenance program more effectively,efficiently across different process and manufacturing organizations, however certain choices make us feel more comfortable and beneficial to drive maintenance program intelligently.

In this blog, I would like to brief about ease of using SAP Asset Manager (Spelt as SAM) to handle maintenance shop floor activities.

SAP Asset Manager is a new feather within SAP Digital Supply Chain, which is part of the SAP Intelligent Asset Management solution portfolio.It provides online and Off-line access to enable simple/easy and timely execution of asset management activities in context of maintenance program.

To begin with,I would like to highlight about the version history of SAP Asset Manager(SAM):

  • Asset Manager 2.0    : JUN 2018
  • Asset Manager 3.0    : NOV 2018
  • Asset Manager 4.0    : JUN 2019
  • Asset Manager 1911 : Nov 2019
  • Asset Manager 2005 : May 2020

Key features of SAP Asset Manager (SAM):

SAP Asset Manager is an extensive Mobile Solution for Maintenance program. With this solution one can achieve operational excellence by streamlining shop floor maintenance activities by eliminating paperwork and shortening work cycles. This mobile application accesses SAP Enterprise Asset Management(EAM) solution and empowers the workforce to install, inspect, maintain, and repair assets in the field from their mobile devices.

It works mainly on five pillars of success,which are Safety, Visibility, Compliance, Governance, and Productivity. (As a Maintenance person, I say safety is first and it is every one`s responsibility because safety is productive)

  • Pillar-1 : SAFETY :

The prerequisite to attain first pillar success is, we should have comprehensive SAP Enterprise Management or SAP S/4 HANA Asset Management portfolio in place by then which must have enabled scheduling, dispatching of work flows.

We could not achieve this success if we did not have mobile devices that might work in punitive environments.

( I agree, this could be debatable, as a maintenance person I can understand about the sites where mobile devices are strictly prohibited, for example a person like me working in monomers/polymers tank yard and in resin house not allowed to use mobile device. Having said that , one must have special device to handle the maintenance work under these environments.)

  • Pillar-2 : Visibility :

SAP Asset Manager records individual`s work status and progress by which it helps planners, schedulers, supervisors and other maintenance crew work safely, effectively and efficiently. It helps to see the assigned Notifications, Work Orders, manage time sheets, and can attach supporting documents , also can interact using maps.

  • Pillar-3 : Compliance :

SAP Asset Manager mobile application maintenance team can efficiently perform inspections with associated measurement readings along defined routes, detect potential problems, and correct them before they occur. Also, it has an ability to create notifications and alert maintenance managers/supervisors/workers to keep an eye out for potential environmental, safety and compliance issues

  • Pillar-4 : Governance :

Maintenance organizations are fully dependent on the workforce experience to handle the maintenance situations and they face severe challenges on knowledge attrition.

On day today basis, we may see the approach towards a maintenance program very differently by maintenance team despite having similar experience. This shows inconsistent on applying knowledge in their daily work.

Using intelligent mobile application and guided work flows, SAP Asset Manager helps ensure that maintenance crew work according to standard procedures assigned to each technical object. It mainly provides asset information require to install, inspect, repair safely, consistently, effectively and efficiently.

  • Pillar-5 : Productivity :

All above four pillars help to achieve productivity. By having Asset Manager, maintenance crew get real-time and historical data to distribute the work load to optimize maintenance program by eliminating major challenges that we have currently, which are not limited to viz., update live technical object readings, confirm work order operations, search material availability, schedule the work order operations as per crew availability, integration of crew time sheet etc…

How does it work on mobile application?

At high level, the application tracks the status of maintenance work, time spent on work and other measurements depending on the application. When crew enter the new measurements in to SAP Asset Manager client application, the client saves the updated information on the mobile device and to update the new measurements crew must perform a sync.

A sync is a connection between the mobile device and a component of SAP Asset Manager called the SAP Cloud Platform. The SAP Cloud Platform connects to the SAP database and updates it with the new information entered on crew mobile device.

Main components of SAP Asset Manager which are not limited to,

  •  Work Orders
  •  Notifications
  •  Maps
  •  Equipment
  •  Measuring Points and Readings
  •  Linear Asset Management
  •  Time Sheets

I also would like to give an idea about look and feel of  SAP Asset Manager mobile application components:

  •  Working with Time Sheet : Time update during work hour/Time-Off/Medical leave etc.,

For an instance,I am updating the time sheet for 30 minutes to attend staff meeting during work hrs.

  •  Working with Notification  :-

For instance , production operator finds leakage from the reactor bottom valve, so using asset manager mobile app, he creates the break down notification and assigns the leakage picture and also first level of malfunction information about technical object parts/damage etc., to get immediate attention from maintenance team to look after the maintenance issue.

M2%20Notification%20creation

M2 Notification creation

Updating%20object%20part%20details

Updating object part details

Once notification is received by maintenance crew,the status of a notification can be chnaged from Received to one of the following statuses respectively.

:                         ● Start ● On Hold ● Complete

Once we click on start notification, the status will change to “Started” and crew can add Tasks, Activities,Work Order, Note, Reminder etc.,as per the need.

Adding%20CAPA%20%28Corrective/Preventive%20Action%29

Adding CAPA (Corrective/Preventive Action)

Completing the notification tasks post field work.It is almost similar to the completion of notification tasks in SAP EAM.

Completing%20Notification%20tasks%20%28CAPA%29

Completing Notification tasks (CAPA)

Notification%20Completion

Notification Completion

 

  • Working with Work Order : Assigning the work order to the notification.

If a notification does not yet have a work order associated with it, we can add a work order to the notification. If the notification already has work order associated with it, the Add Work Order menu item will not available and we cannot add a work order to the notification. But we can create follow-up work order.By tapping the + icon on mobile screen ,we get options to add the following to the work order.

● Add Follow-up Work Order ; ● Add Operation ; ● Add Part ; ● Add Note ; ● Add Notifications ; ● Add Reminder ; ● Take Readings

Work orders in SAP Asset Manager can have statuses of Start, On Hold, and Completed. We can also Transfer a work order initially assigned to the other crew members if required.The work order header lets us know the work order status, priority, and due date.

Adding%20work%20order%20to%20the%20notification

Adding work order to the notification

                                                          Adding%20operation%20and%20part%20to%20the%20work%20order

Adding operation and part to the work order

Clock in and Clock Out (Spelt as CICO) function is used to capture the time for a Multi-User Work Order or Operation. Also enables multiple users to work on the same work order or operation.

Clock%20In%20and%20Clock%20Out

Clock In and Clock Out

Confirmation of work order operations: Just like SAP EAM, Mobile application has an option to confirm and unconfirm the operations.

Confirmation%20of%20the%20operation

Confirmation of the operation

Technical closure of the work order :

Technical%20closure%20of%20the%20work%20order

Technical closure of the work order

 

  •  Working with MAP : By adding geospatial data to the technical data of an equipment, we get a full picture of the equipment. Maps allow crew to visually see their related work orders, notifications based on priority,Due for today,Near Me

Key Note: Full use and map features vary, depending on the selected geographic information    system (GIS) supplier of the company and the implementation of the maps. Also note that geospatial data and coordinates are not maintained by SAP, they are maintained by respective company or GIS supplier.

    Identifying%20the%20assigned%20jobs%20using%20maps

Identifying the assigned jobs using map

 

  • Working with Measurement point and readings :

Measuring points are associated with meters and sensors. Meters and sensors are always associated with assets attached to a work order or notification.Measuring points describe the physical or logical locations at which a condition is described.

Depending on the type of asset and the type of measuring point, enter the measuring point reading in one of three different forms similar to SAP EAM functionality with upper,lower limits :- Quantitative ; Qualitative and Combination of Quantitative, Qualitative.

Measurement%20Reading%20Qualitative/Quantitative

Measurement Reading Qualitative/Quantitative

 

I hope this blog helps to understand outlines of SAP Asset Manager mobile application usage for maintenance activities.

The technical aspects of configuring Work order types, Notification types, Codes and Catalogs etc.,for mobile apllication shall be briefed in next blog.

 

Yours faithfully,

Pardhasaradhi Reddy.C

 

 

30 Comments
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  • Hi,

    Nice overview!  Can you please describe in more detail the CATS integration part?

    I can see that the screen size is quite limited, but naturally there are more fields that can be required.  In particular the Reason code, partial or final confirmation, description and so on.  How customizable is that fields selection?

    Thank you,

    Paulo

  • Hi,

    Thank you for taking your time to read and leave your valuable comment.

    If CICO(Clock In Clock Out) is enabled on Asset Manager application , system considers the time recording  uses CICO period as a default duration. If CICO is not enabled, time entry is taken based on status change of work order or operation.

    The status of work order changes when using CICO as follows :

    Stage -1 :

    Received

    Stage - 2 :

    Once we activate work order option "Clock-In", system status would become "Started-Clocked In" and we get successful message as work order started

    Stage -3 :

    Perform the shop floor work and once we activate work order option "Clocked-Out", it provides two options Hold and Complete

    Stage-4 :

    Once we choose option "Complete", it prompts for "Time Entry"

    Stage - 5 :

    Once we choose "OK", it provides confirmation screen to confirm the operation which is similar to IW41 to update work duration and activity type.

    Note : At this point, we can have CATS Minutes interval values as per configuration settings at  SYCLO. we can configure CATS Minutes time intervals to 1,5,10,15,30 minutes.

    Step - 6 :

    Update the duration and assign the activity type

    Step - 7 :

    Complete the work order, then status changes to "completed".

     

    In fact I will be discussing about configuration factors in next coming blog...

     

    --

    Yours faithfully,

    Pardhasaradhi Reddy.C

  • Hello, great document.

    In SAP Asset Manager, is it possible to manage machinery inventories, as well as read your asset number and display the asset characteristics?

    Best regards
    Denis

    • Hi Denis,

      Thank you for taking your time to read and leave your valuable comment.

      Yes, we can have asset Class and characteristics display in mobile application...also we can have the inventory too.

       

      Regards,

      Pardha Reddy.C

       

  • Hi Pardha! Great blog!

    Do you know if catalog type D (the one that allows some coding in the Long-Text Circumstances section) can be included in SAM?

    I've seen the configuration guide for SAM 4.0 and it only makes reference to the assignment of catalog types for Object Part, Defects, Cause (notification Item) + Activities + Tasks.

    Any idea why such a useful catalog type was not considered in SAM?

    Maybe SAM can easily be enhanced to include it....?

    Thanks

    Maria

     

    • Hi Maria,

      Thank you for taking your time to read and leave your valuable comment.

      It mainly depends on code groups assigned to “catalog profile” in SPRO settings. If you had D-Coding  in catalog profile, you could get it.

      In fact, I would say there is no difference on their core function as per the design despite having different naming convention , it`s again depend on configuration that we choose…however we can have our own catalog types as well…

      Standard SAP provides  catalog types 0 (Zero) to 9 and A  to O (oh) and besides that we still can have P to Z catalog types with  business specific naming convention and can be assigned to catalog profiles

      Catalog%20Profile%20-%20SPRO%20settings

      Catalog Profile – SPRO settings

      For example, let us take catalog type 2 – Tasks and D-Coding, where the design of their function is similar for parameters viz.,

      1. Selected Sets Allowed
      2. Valuation Required
      3. Deactivate
      4. Follow-Up Action

      based on activation of above check boxes in respective catalog type, system functions.

      Catalog%20Type%20%3A%202%20-%20Tasks

      Catalog Type : 2 – Tasks

       

      Catalog%20Type%20%3A%20D%20-%20Coding

      Catalog Type : D – Coding

       

       

      Regards,

      Pardha Reddy.C

      • Hi Pardha! Still trying to figure this out.

        I know catalog types can be assigned as required to notification types en PM configuration, and also SAM configuration allows to re-assign catalog types as you need.

        Maybe my question is if it is possible to ADD a field in SAM to allow an extra catalog field.

        In PM, there are 6 available fields which can have a catalog: Coding, Object Part, Damage, Cause, Activities, Tasks

        In SAM, there are only 5 fields which can be completed using catalog: Object Part, Damage, Cause, Activities, Tasks.

        So being able to asign catalog type D (or another one) to any of the 5 fields available, will not solve the problem.

        Reviewing Gaurav's images, I saw that he added in the CATALOGTYPE parameter group, a new parameter called "CatTypeCoding". Is this supposed to generate a new field in SAM application?

         

        Also, I have noticed that I need to save the NOTIFICATION in order to be able to add a CAUSE in the Item.  Is this configurable....?

        THANKS IN ADVANCE!! Really appreciate your support.

         

         

  • Thanks for all the information. Can you please help us understand the below

    1. If we create a notification from Asset manager- codes from catalogs are mandatory to be entered. Is there a way to make those fields optional?
    2. We cannot see the Catalog D(Coding field) in Asset manager. How can we activate it? Does it need a development?
  • Dear Gaurav,

    Please find my view on your queries…

    1. If we create a notification from Asset manager- codes from catalogs are mandatory to be entered. Is there a way to make those fields optional?

    I do not think we can make it optional…Let me check once again and will keep you posted…

     

    2. We cannot see the Catalog D(Coding field) in Asset manager. How can we activate it? Does it need a development?

    Could you please check the configuration for the “Catalog” types under ,

    Configuration Panel –> Data Mobile Applications–>Application parameters

    and also check the defined filters under oData Mobile Data Object details–>Data Filter

    Please check whether D Catalog Type is configured or not under configuration panel…

     

    Sincerely,

    Pardha Reddy.C

  • Thankyou  so much. Will check the config. Have another set of Queries:

    1. If we want to default a workcenter while we create a notification from asset manager- after maintaining the parameter VAP, would  this get default  based on SU3 parameters?
    2. When we Clock out from an operation- will the order also get TECO?
    3. As per sap help we see that notifications have a status as Start,Hold,completed. We don't see the hold status even if its available in the Config?
    4. Clockin/out is available at the operation level and works fine. There is a clock-in option at the header of the work order as well but is seen as disabled- Does this also post a confirmation?
    5. If we are offline and create a notification from Asset manager(Local)- can we start and complete the notification? Currently these options appear as disabled.
        • Dear Gaurav,

          I mean the configuration settings made in Mobile Application Integration framework and also Notification Content in EAM...I think, both should in sync...

          Please find the below screen shot for your kind reference...could you check your settings once again?

          • Application Parameters :

          I am not using "D" here, just for your reference I attached this screen shot.

          • EAM Settings : 

          SPRO -->IMG --> Plant Maintenance and Customer Service-->Maintenance and Service Notifications-->Notification Content-->Define Catalog Profile  & Change Catalogs and Catalog Profile for Notification Type

          While defining catalog profiles for notifications, we should ensure that,

          • Which catalogs and code groups from the individual catalogs are to be accessed by the system for notifications.
          • Define the catalog profile for the Notification type.

          --

          Sincerely,

          Pardha Reddy.C

          /
          • /
          • Dear Gaurav,

            Thank you for the update...Could you please share the EAM settings with respect to the catalog profile that you are looking for now...actually, we have to assign catalog type to each catalog profile in EAM, so I would like to understand your settings to those profiles that you would want to view in SAM...

            --

            Sincerely,

            Pardha Reddy.C

          • /
          • Catalog type D is assigned to Notification type and field is visible in the notification (backend) but not in Asser manager

          • Ok, thanks for the reply.  It still confuses me why SAM was not designed with the 6 catalog fields that any notification may have.... I assume this is a recurring problem in SAM implementations, hopefully it will be enhanced in the near future...

            By the way, regarding the catalogs that are available in SAM, only Object Part and Damage may be entered while creating notification. To complete the catalogs cause, tasks and activities, the notification has to be saved and when you re-enter you can add cause, tasks and activities at item level.

            Have you found a way to complete everything during creation?

            Thanks Gaurav!

             

             

  • Thanks for the great post.

    I have a question though:

    Time confirmations and parts issue are separated in SAM? From what I know, in SAM parts issues generate a material document per part (MIGO), and are independent from the confirmation (IW41), whereas in EAM you can issue parts within IW41.

    If there is need to cancel a confirmation in EAM that was created in SAM, this cancellation will not cancel the material movements that might have been created also during the operation. Is this right? Is there any way to overcome this limitation?

    When a confirmation and parts issue are done through EAMs IW41, the cancellation through IW45 also cancels the parts issues.

    Regards,
    Gonzalo.

    • Hi Gonzalo,

      Thank you for taking your time to read and leave your valuable comment.

      That is a perfectly valid question...In SAM, even though the option "Issue Parts" is available on the same screen...I think, we do issue the parts before the confirmation by tapping "Parts" tab and I did not even come across about the goods issue function during the operation confirmation in the user guide like IW41 transaction...I think SAP had better consider this and May be, they have already planned it in near future releases...let us wait.

      Where as in EAM, during IW41 transaction, system posts the goods movement when we click on save icon only...which is integrated with your confirmation save exit....SAPLCOWB is the program being used to post goods issue during IW41 transaction..

      Function%20Group%20being%20used%20to%20post%20goods%20movement%20in%20IW41%20save%20exitBADI

      BADI

       

      And, system will not reverse the goods movement entry in IW45 transaction screen If we do goods issue using IW42 transaction and we have to reverse the goods entry independently...the reversal of goods movement using IW45 transaction works only for those confirmations done using IW41 transaction...

       

      --

      Sincerely,

      Pardha Reddy.C

  • Good one. Thank you for sharing this.

    I have a question here:

    Does Asset Manager has offline capability with which a field worker can access the Measuring points and enter the measurement readings, confirm the work order operations and record the damage analysis in notification when he/she is in a remote place where there is no Internet/WIFI connection?

    Thank you.

    Regards,

    Lavanya

     

     

    • Hi Lavanya,

      Thank you for taking your time to read and leave your valuable comment!

      Yes, SAM has a great capability to drive the business function even when users are working in offline environments...but having said that one has to define OData model to use OData offline application and also enabling/disabling local object mobile status...

      We can access Technical Object list, Maps, Notification, Work Order and Meter Management  with or without network access, I mean in offline mode...

       

      Regards,

      Pardha Reddy.C

    • Dear Gaurav,

      Would you like to disable MIGO for the whole mobile application or to a specific mobile application user?...

      When it comes to enable & disable of certain authorizations, we should understand that, certain parameters could be enabled by certain rules instead of global parameters...before we enable/disable, we ought to perform user matrix for SAP cum Mobile users...through mobile parameter configuration SAM provides standard rules that performs transaction authorization...you may check Mobile Application Configuration--> Parameters for the same...

      The rule  /SMFND/CL_CORE_AUTH_CHECK_RU - TCode Authorization Check is being used to enable parts issue in SAM...

       

      --

      Sincerely,

      Pardha Reddy.C

       

  • Hi Pardha!

    Do clients need to have a paid ESRI license/subscription to visualize techincal objects/documents on the maps?

    Thanks

    Maria