| 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 EAM Classes from Legacy Source Systems into S/4HANA following the EAM 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
- Functional Location
- Document Management (DIR)
- Task list
- Measuring Points
- 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.
From the current source systems’ perspective, Class and Characteristic concepts already exist (but in slightly different structure). Class data values are independently managed between PF2 and WP2. While these have been identified as source systems, a considerable amount of data construction will be required to support the production of data load sheets in the desired format.
The data from legacy system includes:
- Classes with below Class Type
- 001-Material Class
- 002-Equipment Class
- 003-Functional Location
- 017-Document Management
- 018-Task List Class
- 037-Measuring Point Class
- 080-Maintenance Plans Class
- 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
The technical design of the target for this conversion approach.
1. Class
| Table | Field | Data Element | Field Description | Data Type | Length | Requirement |
|---|---|---|---|---|---|---|
| KLAH | CLASS | KLASSE_D | Class number | CHAR | 18 | Mandatory |
| KLAH | KLART | KLASSENART | Class Type | CHAR | 3 | Mandatory |
| KLAH | STATU | KLSTATUS | Class status | CHAR | 1 | Mandatory |
| KLAH | KLAGR | KLASSENGR | Class Group | CHAR | 10 | |
| KLAH | VONDT | VONDAT | Valid-From Date | DATS | 8 | Mandatory |
| KLAH | BISDT | BISDAT | Valid-to date | DATS | 8 | Mandatory |
| KLAH | PRAUS | GLKLAFZ | Same Classification/ Do Not Check | CHAR | 1 | Mandatory |
2. Class Descriptions
| Table | Field | Data Element | Field Description | Data Type | Length | Requirement |
|---|---|---|---|---|---|---|
| KLAH | CLASS | KLASSE_D | Class number | CHAR | 18 | Mandatory |
| KLAH | KLART | KLASSENART | Class Type | CHAR | 3 | Mandatory |
| SWOR | KSCHL | KSCHL | Description | CHAR | 40 | Mandatory |
| SWOR | SPRAS | SPRAS | Language Key | LANG | 1 | Mandatory |
Note: Each Characteristic must have 1 entry for each language in scope: English, French, Italian, Mandarin, Brazilian, Portuguese, German and Spanish
3. Class Keywords
| Table | Field | Data Element | Field Description | Data Type | Length | Requirement |
|---|---|---|---|---|---|---|
| KLAH | CLASS | KLASSE_D | Class number | CHAR | 18 | Mandatory |
| KLAH | KLART | KLASSENART | Class Type | CHAR | 3 | Mandatory |
| SWOR | SPRAS | SPRAS | Language Key | LANG | 1 | Mandatory |
| SWOR | KSCHL | KSCHL | Keyword | CHAR | 40 | Mandatory |
Note: One Class should have at least one corresponding Class Keyword which is the same as Class Description.
4. Characteristic Assignment
| Table | Field | Data Element | Field Description | Data Type | Length | Requirement |
|---|---|---|---|---|---|---|
| KLAH | CLASS | KLASSE_D | Class number | CHAR | 18 | Mandatory |
| KLAH | KLART | KLASSENART | Class Type | CHAR | 3 | Mandatory |
| KSML | IMERK | ATINN | Internal characteristic | NUMC | 10 | Mandatory |
Data Cleansing
No data cleansing is required for Classes in the legacy systems. If any cleansing is deemed necessary, it will be performed outside of the systems.
As a result, the cleansed Characteristics data will be populated directly in the Data Collection Template (DCT).
| ID | Criticality | Error Message/Report Description | Rule | Output | Source System |
|---|---|---|---|---|---|
| Not Applicable |
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
Not ApplicableExtraction
Extract data from a source into Syniti Migrate. There are 2 possibilities:
- The data exists. Syniti Migrate connects to the source and loads the data into Syniti Migrate. There are 3 methods:
- Perform full data extraction from relevant tables in the source system(s).
- Perform extraction through the application layer.
- Only if Syniti Migrate; cannot connect to the source, data is loaded to the repository from the provided source system extract/report.
- The data does not exist (or cannot be converted from its current state). The data is manually collected by the business directly in Syniti Migrate. This is to be conducted using DCT (Data Collection Template) in Syniti Migrate
The agreed Relevancy criteria is applied to the extracted records to identify the records that are applicable for the Target loads
- The data exists. Syniti Migrate connects to the source and loads the data into Syniti Migrate. There are 3 methods:
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.
1. Class DCT Rules
| Field Name | Field Description | Rule |
|---|---|---|
| CLASS | Class number | Mandatory. NAMING CONVENTION: Class Name for Functional Location and Equipment will be: EAM_X_XX_XXX: Classes shall be created such that they can be Reusable. |
| KLART | Class Type | Mandatory. Allowed Values: 001-Material Class Classes are created within the class type for the respective technical objects |
| STATU | Class status | Mandatory. Non-Editable. Default to ''1'' |
| KLAGR | Class Group | Conditional. If the Class belongs to a group of similar Classes, assign it to the appropriate Class group. Otherwise, leave the field blank.
|
| VONDT | Valid-From Date | Mandatory. User must provide a value indicating when this characteristic will be valid for use. Otherwise, leave blank. |
| BISDT | Valid-to date | Conditional.
|
| PRAUS | Same Classification/ Do Not Check | Mandatory |
2. Class Description DCT Rules
| Field Name | Field Description | Rule |
|---|---|---|
| CLASS | Class number | Mandatory. Class Number + Class Number: Should exist in Class DCT Rules |
| KLART | Class Type | Mandatory. Class Number + Class Number: Should exist in Class DCT Rules |
| KSCHL | Description | Mandatory.
|
| SPRAS | Language Key | Mandatory.
|
3. Class Keyword DCT Rules
| Field Name | Field Description | Rule |
|---|---|---|
| CLASS | Class number | Mandatory. Class Number + Class Number: Should exist in Class DCT Rules |
| KLART | Class Type | Mandatory. Class Number + Class Number: Should exist in Class DCT Rules |
| SPRAS | Language Key | Mandatory.
|
| KSCHL | Keyword | Mandatory.
|
4. Characteristic Assignment DCT Rules
| Field Name | Field Description | Rule |
|---|---|---|
| CLASS | Class number | Mandatory. Class Number + Class Number: Should exist in Class DCT Rules |
| KLART | Class Type | Mandatory. Class Number + Class Number: Should exist in Class DCT Rules |
| IMERK | Internal characteristic | Mandatory. Should exist in Characteristics DCT Rules for the same Class Type. (Exception: characteristics that are specific to a Measuring Point and intended for use only on that object assigned to Characteristics Group called MP_GNRL) |
Extraction Dependencies
| Item # | Step Description | Team Responsible |
|---|---|---|
| Not Applicable |
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 Data Team |
2 | In dspMigrate, select the wave – S4/HANA – Plant Maintenance | Syniti |
3 | Go to Process Area Launch and Process the Object – Class | Syniti |
4 | Review and Validate Error and Preload Reports | Syniti |
5 | Execute the transformation to prepare the target tables | Syniti |
6 | Validate data from pre-load and error reports | Business/Data owner |
7 | Generate load files | SyWay Data Team |
Transformation Rules
1. Class
| Rule # | Source system | Source Table | Source Field | Source Description | Target System | Target Table | Target Field | Target Description | Transformation Logic |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DCT | KLAH | CLASS | Class number | S/4 Hana | KLAH | CLASS | Class number | Direct Mapping A Global Value Mapping (Class A2D) will be created to reference old PM Classes. |
| 2 | DCT | KLAH | KLART | Class Type | S/4 Hana | KLAH | KLART | Class Type | Direct Mapping |
| 3 | DCT | KLAH | STATU | Class status | S/4 Hana | KLAH | STATU | Class status | Direct Mapping |
| 4 | DCT | KLAH | KLAGR | Class Group | S/4 Hana | KLAH | KLAGR | Class Group | Direct Mapping |
| 5 | DCT | KLAH | VONDT | Valid-From Date | S/4 Hana | KLAH | VONDT | Valid-From Date | If has value in DCT, Direct Mapping. If blank, derive the date as per Value Mapping: OTH_Migration_Date Relevant Values A2D (using Object ID "1009" and Field Name = "Valid-From Date". |
| 6 | DCT | KLAH | BISDT | Valid-to date | S/4 Hana | KLAH | BISDT | Valid-to date | If has value in DCT, Direct Mapping. Otherwise, Default to 31.12.9999 |
| 7 | DCT | KLAH | PRAUS | Same Classification/ Do Not Check | S/4 Hana | KLAH | PRAUS | Same Classification/ Do Not Check | Direct Mapping |
2. Class Description
| Rule # | Source system | Source Table | Source Field | Source Description | Target System | Target Table | Target Field | Target Description | Transformation Logic |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DCT | KLAH | CLASS | Class number | S/4 Hana | KLAH | CLASS | Class number | Direct Mapping |
| 2 | DCT | KLAH | KLART | Class Type | S/4 Hana | KLAH | KLART | Class Type | Direct Mapping |
| 3 | DCT | SWOR | KSCHL | Description | S/4 Hana | SWOR | DATUV | Valid-From Date | Direct Mapping Value Mapping: OTH_Informal Words and OTH_Informal Characters |
| 4 | DCT | SWOR | SPRAS | Language Key | S/4 Hana | SWOR | KLBEZ | Description | Direct Mapping |
3. Class Keyword
| Rule # | Source system | Source Table | Source Field | Source Description | Target System | Target Table | Target Field | Target Description | Transformation Logic |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DCT | KLAH | CLASS | Class number | S/4 Hana | KLAH | CLASS | Class number | Direct Mapping |
| 2 | DCT | KLAH | KLART | Class Type | S/4 Hana | KLAH | KLART | Class Type | Direct Mapping |
| 3 | DCT | SWOR | SPRAS | Language Key | S/4 Hana | SWOR | DATUV | Valid-From Date | Direct Mapping |
| 4 | DCT | SWOR | KSCHL | Keyword | S/4 Hana | SWOR | KLBEZ | Description | Direct Mapping |
4. Characteristic Assignment
| Rule # | Source system | Source Table | Source Field | Source Description | Target System | Target Table | Target Field | Target Description | Transformation Logic |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DCT | KLAH | CLASS | Class number | S/4 Hana | KLAH | CLASS | Class number | Direct Mapping |
| 2 | DCT | KLAH | KLART | Class Type | S/4 Hana | KLAH | KLART | Class Type | Direct Mapping |
| 3 | DCT | KSML | IMERK | Internal characteristic | S/4 Hana | KSML | DATUV | Valid-From Date | Direct Mapping |
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 EAM Class 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 EAM Class 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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