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Best Practice and Enhancements for SAP Product Structure Management (PSM)/SAP iPPE and SAP Guided Structure Synchronization

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Page 1: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Best Practice and Enhancements for

SAP Product Structure Management (PSM)/SAP iPPE

and

SAP Guided Structure Synchronization

Page 2: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Agenda

Coristo PSM Solutions

Enhanced Effectivity Information

Product Structure Comparison and Export

Enhanced Authorization for Filters

Partial Configuration

PSM2BOM Synchronization

Page 3: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

List of Coristo Enhancements for PSM

Enhanced Effectivity Information

Display Valid From, Valid To, Change Number From, Change Number To for

Product Variant and Product Item Variant

Product Structure Comparison and Export

Compare different configurations of product structures in SAP online or in

EXCEL

Export product structures to EXCEL

Enhanced authorization for Filters (iPPE)

Authorization Management for iPPE Filters

3© Coristo GmbH

Page 4: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

List of Coristo Enhancements for PSM

Partial Configuration for iPPE and PSM

Partial Configuration (120%) of PSM and iPPE Structures (can be switched on and off by

user)

PSM2BOM Synchronization

Automatic Creation of Sync-Family

PSM2BOM Synchronization by using Partial Configuration

Simulation in Sync-Unit

Automatic mapping between Engineering Change Number and Manufacturing Change

Number

Enhanced conflict management

Logistic enhancements

4© Coristo GmbH

Page 5: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Agenda

Coristo PSM Solutions

Enhanced Effectivity Information

Product Structure Comparison and Export

Enhanced Authorization for Filters

Partial Configuration

PSM2BOM Synchronization

Migrations for BOM-Structures with GSS

Automatic Generation of Sync Family

Page 6: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Enhanced Effectivity Information

Enhanced Effectivity Information

Display

Valid From

Valid To

Change Number From

Change Number To

for Product Variant and Product Item Variant in PSM

6© Coristo GmbH

Page 7: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Change number handling in SAP PSM standard I

7© Coristo GmbH

With the PSM-standard the user is not able to see which change states exist

with the according validity

Page 8: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Change numbers in SAP PSM standard II

8© Coristo GmbH

The user has to open an additional window for each change number to

determine at which date the affected number is valid

The user needs to open every change number and remember at which date the

change state is valid to get an overview over the change states

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BOM display in SAP-standard

9© Coristo GmbH

However in the SAP-standard environment for BOMs, the user always gets an

overview of the different change states

Page 10: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Coristo Enhancement: PSM-Screen with additional fields

for effectivities

10© Coristo GmbH

With the additional fields for the change numbers, the user gets directly

an overview over the change states of the product variants/product

item variants

Page 11: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Agenda

Coristo PSM Solutions

Enhanced Effectivity Information

Product Structure Comparison and Export

Enhanced Authorization for Filters

Partial Configuration

PSM2BOM Synchronization

Migrations for BOM-Structures with GSS

Automatic Generation of Sync Family

Page 12: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Product Structure Comparison and Export

Product Structure Comparison and Export

Display a PSM-Structure in a Tabular View

Compare different Configurations (Simulations) of a PSM structure

Needed if you want to compare different 120% structures

Excel-Export of PSM-Structures

Export PSM-Structure to EXCEL

Additional fields available e.g. “Full Object Dependency”, Valid from, Valid to, ….

Product Structure comparison in EXCEL

12© Coristo GmbH

Page 13: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Product Structure Compare and EXCEL-Export

Selection Criteria

Product Structure

Simulations (multiple

selection possible)

13© Coristo GmbH

Page 14: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

PSM in Tabular View

Tabular View for PSM Structures

Integrated in SAP

ALV-Layout with all sort and filter functionalities

14© Coristo GmbH

Page 15: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

EXCEL-Export

EXCEL-Export

Detailed Data of all simulations in separate EXCEL-Sheet

Displays the different simulations and the characteristics and characteristic

values, which are valuated in the according simulations

15© Coristo GmbH

Page 16: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

EXCEL-Export

EXCEL-Export

Result of EXCEL-Export

16© Coristo GmbH

Page 17: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Agenda

Coristo PSM Solutions

Enhanced Effectivity Information

Product Structure Comparison and Export

Enhanced Authorization for Filters

Partial Configuration

PSM2BOM Synchronization

Migrations for BOM-Structures with GSS

Automatic Generation of Sync Family

Page 18: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Authorization for Filters

Authorization for Filters

Add different authorizations to filters

Available for SAP-GUI -> iPPE/PDN

Can be also be implemented for PSM Simulations

18© Coristo GmbH

Page 19: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Authorizations for Filters

When saving the filter the user can choose the according user group,

which can change the filter.

The authorizations for the user groups are managed by „normal“ SAP

PFCG-Roles.

19© Coristo GmbH

Page 20: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Agenda

Coristo PSM Solutions

Enhanced Effectivity Information

Product Structure Comparison and Export

Enhanced Authorization for Filters

Partial Configuration

PSM2BOM Synchronization

Migrations for BOM-Structures with GSS

Automatic Generation of Sync Family

Page 21: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Partial Configuration for iPPE and PSM

Partial Configuration for iPPE and PSM

Allows you to configure a product structure by using partial

configuration

Partial configuration can be switched on and off by user

When partial configuration is switched on

There is no need to valuate mandatory Characteristics

You have the possibility to valuate more than one value in the characteristic

even if the characteristic is “single value”.

21© Coristo GmbH

Page 22: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Configuration - overview

SAP Standard - Full configuration

Configuration of customer-specific end-products

Purpose is to get a valid configuration (customer order) for a single 100%

product

Best practice

Single-value characteristics

Partial configuration

Any kind of partial configurations of a product structure

Result can be >100% or part-structures with >100% or <100%.

Variance is still allowed

Multiple evaluation of single-value characteristics possible

High-Level dependencies are not considered

22© Coristo GmbH

Page 23: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

SAP Standard configuration – concept

Each characteristic is valuated

with one specific characteristic

value

Result of configuration: variant-

free structures (100%)

Focus: Customer orders

SAP-standard

23© Coristo GmbH

Table platform

Table, oval

Tabletop Oval

Table frame Oval

Table leg round

Table, quadratic

Tabletop Quadratic

Table frame Quadratic

Table leg square

Page 24: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Full configuration – usage I

24© Coristo GmbH

Create structures of customer-specific end-products

Full

configuration

For each product item,

there is only one product

item variant valid.

Page 25: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Full configuration – usage II

25© Coristo GmbH

Not evaluated characteristics are not considered in the configuration

precise

configuration

The product item variants,

which are dependent on

values of a characteristic,

which is not validated in the

High-Level Configuration,

are invalid

Page 26: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Partial configuration - concept

Multiple valuation of single-

value characteristics possible

Configuration result can still

contain variance

Focus: internal processes

Coristo-Enhancement

26© Coristo GmbH

Table series, oval & round

Tabletop Oval, round

Table frame Oval, round

Table leg round

Table series, quadratic

Tabletop Quadratic

Table frame Quadratic

Table leg „empty“

Table platform

Page 27: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Partial configuration – activation I

27© Coristo GmbH

Activation by user by valuating a trigger-characteristic:

As long as the Trigger is set to „SAP Standard Configuration“ the

characteristics can only be evaluated with max. one value, but if the Trigger is

set to „Partial configuration“ the same characteristics can be evaluated with

multiple values

Page 28: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Partial configuration – activation II

28© Coristo GmbH

Standard configuration is active: only single-value selection is possible

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Partial configuration – activation III

29© Coristo GmbH

Partial configuration is active: multi-value selection is possible

Page 30: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Partial configuration – usage I

30© Coristo GmbH

Configure a product with a partial configuration, you are able to set more than

one characteristic values

Partial

Configuration

More than one product item

variant possibel

Page 31: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Partial configuration – usage II

31© Coristo GmbH

not valuated characteristics won’t affect the configuration result

no effect on the

configuration

result

Page 32: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Summary – Complete Configuration – Partial

Configuration

32© Coristo GmbH

Feature SAP Standard with

Single-Value

characteristics

SAP Standard with

Multi-Value

characteristics

Coristo Partial

Configuration

Single-Value characteristics

Multi-Value characteristics

Ignore not evaluated

characteristics

Create complete

configuration

Create any substructure

High-Level-Dependencies,

during configuration (see

note)

Allow configurations in GSS

Note: The usage of multi-value characteristics is not recommended by SAP, because it could cause errors while evaluating

dependencies. These error occur, because it is not always clear how values shall be compared with each other.

See also: https://help.sap.com/saphelp_erp60_sp/helpdata/en/83/63b6531de6b64ce10000000a174cb4/frameset.htm

Page 33: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Agenda

Coristo PSM Solutions

Enhanced Effectivity Information

Product Structure Comparison and Export

Enhanced Authorization for Filters

Partial Configuration

PSM2BOM Synchronization

Migrations for BOM-Structures with GSS

Automatic Generation of Sync Family

Page 34: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

GSS with Partial Configuration

34© Coristo GmbH

GSS with Partial Configuration

Partial simulation can be used for synchronization PSM2BOM

Supports GSS for 150% PSM 120% BOMs

Page 35: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

GSS with partial configuration I

35© Coristo GmbH

Synchronize platform-structure into BOM with partial configuration

Creating BOMs with partial variance of the platform

Table platform Table series “Round”

table series

“Round”

table series

“Oval”

table series round

Tabletop round

Desk frame round

Table leg round

Table leg square

Tabletop oval

Desk frame oval

GSS

Table series, oval & round

Tabletop Oval, round

Table frame Oval, round

Table leg round

Page 36: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

GSS with partial configuration II

36© Coristo GmbH

The simulation (which

contains the partial

configuration) can be

added to a synchronization

unit

The GSS will execute a

partial configuration before

calling the reconciliation

workbench

Only the valid variants

(result of simulation) will

be considered in GSS

Page 37: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Agenda

Coristo PSM Solutions

Enhanced Effectivity Information

Product Structure Comparison and Export

Enhanced Authorization for Filters

Partial Configuration

PSM2BOM Synchronization

Migrations for BOM-Structures with GSS

Automatic Generation of Sync Family

Page 38: Best Practice and Enhancements for SAP Product …coristo.com/coristo/wp-content/uploads/03_Coristo...Configuration - overview SAP Standard - Full configuration Configuration of customer-specific

Thank you!

© Coristo GmbH 38