| Status | Approved |
|---|---|
| Owner | |
| Stakeholders |
Purpose
The purpose of this document is to define the conversion approach to create EAM Class in S/4 HANA.
Legacy Plant Maintenance Class is using a diverse range of formats across the different systems. There are instances where the same classes are duplicated within and across sources, with informal words. This results in data inconsistency. As per SyWay design, EAM classes will be standardized.
Conversion Scope
The scope of this document covers the approach for converting active Classes from Legacy systems (PF1, WP1) and creation of New EAM Classes into S/4 HANA following the SyWay Class Master Data Design Standard.
Grouping of objects with particular features can be achieved by creating Classes in the S/4 HANA system. A large number of objects can be managed and logically organized using this functionality.
Syensqo will utilize SAP Classification system (class and characteristic functionality) to assign any additional data attributes to following objects:
- PM Assembly
- Equipment Class
- Functional Location
- Work Centers
- Document Management (DIR)
- Task list
- Measuring point
- Maintenance Plans
Classes allow you to group objects based on specific criteria that you define.
- Classes are created for specific object types.
- The Class Type determines which object types can be classified within a given class.
- Characteristics are assigned to classes to describe the objects being classified.
- When assigning a characteristic to a class, its values can be customized or overwritten as needed.
The scope of this document covers the approach for converting active Classes from Legacy systems (PF1, WP1) and creation of New EAM Classes into S/4 HANA following the <Project Name> Class Master Data Design Standard.
The data from legacy system includes:
- Classes with below Class Type
- 001-Materials: PM Assembly (PF2, WP2)
- 002-Equipment class (PF2, WP2)
- 003-Functional location (PF2, WP2)
- 018-Task list class (WP2)
- 019-Work center class (PF2, WP2)
- 037-Measuring point (WP2)
- Valid from [Current Date]
- Status = 1 (Released)
The data from legacy system excludes:
- Classes for Deletion (Deletion Indicator = X)
List of source systems and approximate number of records
| Source | Scope | Source Approx No. of Records | Target System | Target Approx No. of Records |
|---|---|---|---|---|
| PF2, WP2 | Class will be collected via DCT. An initial extract of the relevant classes will be provided in google sheet format to assist business in decision making on including any relevant classes from PF2 and WP2 as EAM Class. Any additional classes that need to be created to support the new design may be added in the DCT. A review and standardization will be done across all classes in the DCT. Please see an indication of what will be baselined from source systems below and what will be constructed in the DCT. | 1,500 | 3,000 |
Additional Information
Multi-language Requirement
EAM Class description will be made available in English.
Multi language is supported for EAM Class. Login via a different language will have its description displayed in the logon language if the language key is maintained in the Class.
Document Management
Not Applicable
Legal Requirement
Not Applicable
Special Requirements
Not Applicable
Target Design
EAM Class Data strictly adheres to the Master Data Standard. The complete information of the key fields that hold the Class information follows the Master Data Standard document.
The technical design of the target for this conversion approach.
| Table | Field | Data Element | Field Description | Data Type | Length | Requirement |
|---|---|---|---|---|---|---|
Data Cleansing
No data cleansing is required for Class in the legacy system. If any cleansing is deemed necessary, it will be performed outside of the system.
As a result, the cleansed Class data will be populated directly in the Data Collection Template (DCT).
Conversion Process
The high-level process is represented by the diagram below:
Collection will be done manually in the Data Collection Template for the following scenarios:
- For sites not on SAP-PF2 or WP2 systems
- For new classes that need to be created to support the to-be design
Data Privacy and Sensitivity
Extraction
- Syniti Migrate connects to the sources.
- An initial extract of the relevant Characteristics will be loaded into a google sheet report to assist business with any standardization.
Extraction Run Sheet
| Req # | Requirement Description | Team Responsible |
|---|---|---|
| 1 | Extract data from source system based on relevancy rule | SyWay Data Team |
| 2 | Google Sheet report pre-populated with PF2 and WP2 information to be generated based on relevancy criteria. | SyWay Data Team |
Selection Screen
| Selection Ref Screen | Parameter Name | Selection Type | Requirement | Value to be entered/set |
|---|---|---|---|---|
| Not Applicable |
Data Collection Template (DCT)
Target Ready Data Collection Template will be created for EAM Class data with exception of some fields which require transformation as mentioned in the transformation rule.
- The extracted report will be loaded into the required structure using the DCT.
- Standardization activities (including deduplication, standardization and additions) will be carried out within the DCT.
Class DCT Rules
| Field Name | Field Description | Rule |
|---|---|---|
| zLegacyCLASS | Legacy Class number | Conditional: Legacy Class Number if comes from PF2 or WP2 Legacy Class Number: For reference only |
| zLegacyKLBEZ | Legacy Description | Conditional: Legacy Class Description if comes from PF2 or WP2 Legacy Description: For reference only |
| KLART | Class Type | Mandatory. Should be from the values defined below 001-Materials (Construction Type) |
| CLASS | Class number | Mandatory. Ensure no duplicate. |
| SPRAS | Language | Mandatory. Default to "EN". English is required for all Classes. |
| KLBEZ | Description | Mandatory.
|
| STATU | Class status | Default to "1" |
| KLAGR | Class Group | Mandatory. Must be a valid class group. |
| VONDT | Valid From | 2 years prior to cutover date Hide since this is the default rule. |
| BISDT | Valid To | 31.12.9999 |
| zComment | Comments | Comments as per DCT Build |
Class DCT (Non-EN Language) Rules
| Field Name | Field Description | Rule |
|---|---|---|
| zLegacyCLASS | Legacy Class number | Conditional: Legacy Class Number if comes from PF2 or WP2 Legacy Class Number: For reference only |
| zLegacyKLBEZ | Legacy Description | Conditional: Legacy Class Description if comes from PF2 or WP2 Legacy Description: For reference only |
| CLASS | Class number | Mandatory. Ensure no duplicate. |
| SPRAS | Language | Mandatory. Populate for Languages not in English. Must be one of the installed language key : |
| KLBEZ | Description | Mandatory.
|
| zComment | Comments | Comments as per DCT Build |
Characteristic Assignment DCT Rules
| Field Name | Field Description | Rule |
|---|---|---|
| CLASS | Class number | Mandatory. Class Number as per Class DCT. |
| ATNAM | Characteristic Name | Mandatory. Characteristic Name as per Characteristic DCT |
| zComment | Comments | Comments as per DCT Build |
Extraction Dependencies
| Item # | Step Description | Team Responsible |
|---|---|---|
| 1 | Relevancy Criteria for PM Assembly / Construction Types | SyWay A2D Data Team |
| 2 | Relevancy Criteria for Functional Location | SyWay A2D Data Team |
| 3 | Relevancy Criteria for Equipment | SyWay A2D Data Team |
| 4 | Relevancy Criteria for Task List | SyWay A2D Data Team |
| 5 | Relevancy Criteria for Work Centre | SyWay A2D Data Team |
| 6 | Relevancy Criteria for Measuring Point | SyWay A2D Data Team |
Transformation
The Target fields are mapped to the applicable Legacy field that will be its source, this is a 3-way activity involving the Business, Functional team and Data team. This identifies the transformation activity required to allow to make the data Target ready:
- Perform value mapping and data transformation rules.
- Legacy values are mapped to the to-be values (this could include a default value)
- Values are transformed according to the rules defined in
- Prepare target-ready data in the structure and format that is required for loading via prescribed Load Tool. This step also produces the load data ready for business to perform Pre-load Data Validation
Transformation Run Sheet
| Item # | Step Description | Team Responsible |
|---|---|---|
| 1 | Obtain DCT Sign-off from Business | SyWay A2D Data Team |
| 2 | <Add steps from Syniti Migrate here> | SyWay A2D Data Team |
| 3 | Review and Validate Error and Preload Reports | SyWay A2D Data Team |
| 4 | Generate Load Files | SyWay A2D Data Team |
Transformation Rules
There are no transformation rules all values will be copied from DCT.
| Rule # | Source system | Source Table | Source Field | Source Description | Target System | Target Table | Target Field | Target Description | Transformation Logic |
|---|---|---|---|---|---|---|---|---|---|
Transformation Mapping
| Mapping Table Name | Mapping Table Description |
|---|---|
| Not Applicable |
Transformation Dependencies
List the steps that need to occur before transformation can commence| Item # | Step Description | Team Responsible |
|---|---|---|
| 1 | Ensure DCT tables completeness | SyWay A2D Data Team |
| 2 | Run relevancy procedures in Syniti Migrate | |
| 3 | Value Mappings are according to the latest design - None for Class | SyWay A2D Data Team |
Pre-Load Validation
Project Team
Completeness
| Task | Action |
|---|---|
| Verify Record Count | SyWay A2D Data Team to verify that the total number of relevant records from the DCT is equal to the total number of records in the Preload and Load Sheets. |
Accuracy
| Task | Action |
|---|---|
| Conversion Accuracy | SyWay A2D Data Team to verify that all fields below meet pass the checks:
|
| Review Error Reports | Review and correct the errors. Achieve a zero-error record count as much as possible. Raise defects for data remediated and requiring a correction in the source data. |
Business
Completeness
| Task | Action |
|---|---|
| Verify Record Count | Business Data Owner/s to verify that the total number of relevant records from the the DCT is equal to the total number of records in the Preload and Load Sheets. |
Accuracy
| Task | Action |
|---|---|
| Conversion Accuracy | Business Data Owner/s to verify that all the data in the load table/file is accurate as per endorsed transformation/mapping rules (and signed-off DCT data). |
Load
The load process includes:
- Execute the automated data load into target system using load tool or product the load file if the load must be done manually
- Once the data is loaded to the target system, it will be extracted and prepared for Post Load Data Validation
Load Run Sheet
| Item # | Step Description | Team Responsible |
|---|---|---|
| 1 | Go to <Load Tool> | SyWay A2D Data Team |
| 2 | Load 3 records for "Create Class" function to validate if data is loaded successfully without errors | SyWay A2D Data Team |
| 3 | Load 3 records for "Assign Characteristics" function to validate if data is loaded successfully without errors | SyWay A2D Data Team |
| 4 | Proceed with full load if steps 2 and 3 are validated | SyWay A2D Data Team |
| 5 | Validate few records loaded by accessing standard transactions from S/4HNA E.g. CL03 / CL6AN for Class | SyWay A2D Data Team |
| 6 | Generate post load report if step 5 is validated | SyWay A2D Data Team |
Load Phase and Dependencies
Configuration
| Item # | Configuration Item |
|---|---|
| 1 | TCLA-Class Types |
| 2 | TCLG-Class Groups |
| 3 | TCLU-Class Status |
Conversion Objects
| Object # | Preceding Object Conversion Approach |
|---|---|
| 1015 | Characteristics |
Error Handling
| Error Type | Error Description | Action Taken |
|---|---|---|
| Configuration | Invalid Class Type | Engage Functional team to expedite and fix the error in the system |
| Configuration | Invalid Class Group | Engage Functional team to expedite and fix the error in the system |
| Configuration | Invalid Class Status | Engage Functional team to expedite and fix the error in the system |
Invalid Data | Invalid or Inactive Characteristic assigned | Expedite whether the master data is changed in the system |
Post-Load Validation
Project Team
Completeness
| Task | Action |
|---|---|
Verify Count | SyWay A2D Data Team to verify the record count created in target S/4 HANA by accessing post load reports in dspMigrate or standard reports from S/4 HANA. |
Verify Logs | Check if there is data that failed to load and perform the necessary actions (e.g. register as post load issue or attempt to load the record again, etc.). |
Accuracy
| Task | Action |
|---|---|
Conversion Accuracy | Verify that the Reference Functional Location data in target S/4 HANA were loaded correctly via dspMigrate post load reports or standard reports from S/4 HANA. |
Business
Completeness
| Task | Action |
|---|---|
Verify Count | Download Post Load Reports from dspMigrate and verify that the record count loaded in the target S/4 HANA is the same count as of the endorsed load file. |
Accuracy
| Task | Action |
|---|---|
Conversion Accuracy | Verify that the Reference Functional Location data in target S/4 HANA were loaded correctly via dspMigrate post load reports or standard reports from S/4 HANA. |
Key Assumptions
- Master Data Standard is up to date as on the date of documenting this conversion approach and data load.
- Data entries in DCT are target-ready data unless a specific transformation rule is stated for that field in the transformation rules.
See also
Change log
Workflow history
| Title | Last Updated By | Updated | Status | |
|---|---|---|---|---|
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