BCP10A Project Assessment and Implementation Guidelines SP12

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    14.07.2009

    BCP 1.0A

    Project Assessmentand Implementation

    Guidelines

    Version 2.1 (SP12)

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    Notes:

    Copyright 2009 QuantityWare GmbH. All rights reserved.

    SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and servicesmentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG inGermany and in several other countries all over the world. All other product and service names mentioned

    are the trademarks of their respective companies.Microsoft, Windows, SQL-Server, Powerpoint and Outlook are registered trademarks of MicrosoftCorporation.

    These materials and the information therein are subject to change without notice. These materials areprovided by the company QuantityWare GmbH for informational purposes only. There is no impliedrepresentation or warranty of any kind, and QuantityWare GmbH shall not be liable for errors or omissionswith respect to the materials provided. The only warranties for the products and services of QuantityWareGmbH are those set forth in the express warranty statements accompanying such products and services, ifany. No statement within this document should be construed as constituting an additional warranty.

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    Contents

    BCP 1.0A ....................................................................................................................................... 1

    PROJECT ASSESSMENT AND IMPLEMENTATION GUIDELINES VERSION 2.1 (SP12)........ 1Notes: ............................................................................................................................... 2Contents ........................................................................................................................... 3Introduction ....................................................................................................................... 4

    Definition of the project complexity cases: .......................................................... 5Prerequisites ..................................................................................................................... 71. Introduction .......................................................................................................... 82. Structure of the Petroleum Measurement Cockpit .............................................. 9

    2.1. Overview ....................................................................................................... 93. Implementation Guide ........................................................................................ 14

    3.1. Test Installation of BCP 10A in client 045 ............................................... 143.2.

    Define product/material data - measurement standards ......................... 17

    3.3. Define units of measurement and definitions .......................................... 203.4. Define test calculation matrix for all conversion groups & test ................ 223.5. Assign conversion groups and UoM groups to material master .............. 233.6. Define test calculation quality procedure ................................................. 23

    4. Summary ........................................................................................................... 27

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    Introduction

    The Petroleum Measurement Cockpit (PMC) is the single entry point for measurement

    specialists who need to design, monitor, maintain and enhance complex, measurement

    standard based quantity conversion implementations that run within the SAP Oil & Gas ERP

    system. It is delivered as a part of the Bulk Calculations Petroleum Version 1.0A (BCP 10A)

    solution.

    The Petroleum Measurement Cockpit provides and easy-to-use user interface and is structured

    in such a way so that measurement experts and technical consultants can organize their work

    according to the clear structure that the cockpit provides.

    In this document we describe a high level project methodology that enables technical

    consultants to successfully design and configure quantity conversion solutions that run in an

    SAP Oil & Gas ERP system.

    This guide is intended for complex requirements and/or large scale implementations (cross

    country, complex product portfolio).

    You can use the guide as a check list and utilize the existing QuantityWare template

    configuration; in this case QuantityWare recommends copying the relevant conversion groups

    to the customer name space and then assigning the conversion groups to the material master.

    Quantity conversion set-up is an important part of any SAP Oil & Gas implementation project

    (new installation or upgrade/change project). It should be carefully planned and is typically the

    first project step before business process implementation can start, since all processes are

    based upon a working and well defined quantity conversion setup and product/material masterdefinition.

    Rough implementation time estimates are made for individual steps described in this guide.

    Since quantity conversion requirements may vary dramatically for different projects (number of

    products & standards to be supported, process integration with respect to the configurable QCI

    user interface, rounding requirements for calculation models and target quantity values etc.),

    three project cases are detailed in the final chapter to help support the many different kinds of

    SAP Oil & Gas implementation projects.

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    Definition of the project complexity cases:

    Low complexity quantity conversion project:

    Make fast decisions on relevant measurement standards

    One country / similar countries w. respect to measurement standards

    No legacy quantity conversion solution to be mapped

    Use QuantityWare template conversion groups (copy) with predefined model algorithm

    Use QuantityWare template reading groups (copy) with no changes to entries1 to 3 conversion groups required

    Use QuantityWare range checks with predefined parameters define and maintain

    ranges

    Use SAP & QuantityWare UoM template without changes

    Define manual test cases (effort then spreads to software life cycle)

    Medium complexity quantity conversion project:

    Spend limited time to make decisions on relevant measurement standards

    One country / similar countries w. respect to measurement standards

    No legacy quantity conversion solution to be mapped

    Use QuantityWare template conversion groups (copy) with predefined model algorithm

    Use QuantityWare template reading groups (copy) with changes to entries (e.g.

    descriptions, remove or add parameters)

    2 to 5 conversion groups required

    Use QuantityWare range checks with additional parameters define and maintain

    ranges

    Use SAP & QuantityWare UoM template and define new UoM

    Define specific UoM rounding

    Define automated test cases (effort reduction for software life cycle)

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    High complexity quantity conversion project:

    Spend considerable time on decision making for complex measurement standards

    situations (customer specific requirements, legal requirements)

    Many countries / differences with respect to measurement standards

    legacy quantity conversion solution to be mapped

    Use QuantityWare template conversion groups (copy) but change/enhance predefined

    model algorithm

    Use QuantityWare template reading groups (copy) with changes to entries (e.g.

    descriptions, remove or add parameters)

    3 to >5 conversion groups required

    Use QuantityWare range checks with additional parameters define and maintain

    ranges

    Use SAP & QuantityWare UoM templates and define new UoM

    Define specific UoM rounding for SAP / QW UoM and own new UoM

    Define automated test cases (effort reduction for software life cycle)

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    Prerequisites

    You have purchased a license for BCP 10A and the technical implementation of

    QuantityWare BCP 10A has been completed successfully

    BC set /QTYW/BCP_10A has been applied to client 045 (or equivalent client if client

    number 045 is already in use for other purposes )

    Authorization profile /QTYW/ALL must be assigned to your user in order to be able to

    work with the Petroleum Measurement Cockpit. In order to print lists, authorization

    profile QTYW/LIST must be assigned to a user as well.

    Please refer to the QuantityWare BCP 10A Installation Guide for more information.

    WARNING: If you import the customizing template into a pre-existing client, any

    pre-existing entries listed within the template (transport or BC-Set) will be

    OVERWRITTEN!

    Per System, the technical installation should take:

    Study Documentation: 2 Hrs

    Package and CSP Download: 15 Minutes (one tie for all systems)

    Installation via SAINT: 15 Minutes

    Template client copy from 000: 30 Minutes to 2 Hours (system speed dependent)

    Template BC-Sets distribution: 30 Minutes

    In total, 3-6 Hours per System.

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    1. Introduction

    The implementation guidelines are aligned around the QuantityWare Petroleum Measurement

    Cockpit, as provided in an SAP ERP environment. The cockpit provides all tools necessary to

    complete the challenging task of setting up quantity conversion solutions.

    Chapter 2 contains a brief overview of the Cockpit.

    Chapter 3 then describes the implementation steps that need to be followed in order to

    complete the task successfully.

    Chapter 4 provides a brief summary with effort estimates for three project complexity cases.

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    2. Structure of the Petroleum Measurement Cockpit

    2.1. Overview

    As shown below, the Petroleum Measurement Cockpit provides the following tab pages:

    Units of Measurement: Here you can define, create, change, display and monitor Unit of

    Measurement (UoM) settings (cross client, compare ASTM Table 1 and SAP settings). Detailed

    documentation of the UoM concepts (SAP standard and ASTM Table 1) is provided.

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    Print Standards Lists: Here you display and print lists of volume correction factors, density in air

    and density in vacuo values of all measurement standards that are implemented byQuantityWare. Business practice typically requires printed versions of correction factors for

    inspectors and surveyors during custody transfer of bulk petroleum quantities. Although modern

    standard implementations are no-longer based on tables, such lists still need to be available as

    documentation for the quantity calculation procedure and for the support of custody transfer

    procedures.

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    MQCI Config.: Here you display and monitor the MQCI conversion group settings based upon

    various selection criteria.

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    MQCI Products: Here you display and monitor the assignment of conversion groups to

    products/materials in your system.Test Tools: Here you execute all QuantityWare test reports as well as your own reports to

    ensure the correctness of the quantity conversion implementations in your system (see section:

    Installation Testfor details).

    Upon leaving the Petroleum Measurement Cockpit transaction, the tab page that is active will

    be the one you see when you next use the Petroleum Measurement Cockpit.

    From the menu, you have access via the following menu points to relevant transactions and

    information resources:

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    Goto:

    Navigate to all QuantityWare customizing transactions and create or change data if the client

    settings allow this.

    Environment:

    Navigate to related applications like the QuantityWare calculator or the tank management

    transaction.

    QuantityWare.com:

    Navigate to the relevant QuantityWare web site pages, e.g. support site and the QuantityWare

    DataLounge download site.

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    3. Implementation Guide

    In this chapter, we provide a high level guideline which lists all relevant project steps in

    chronological order. Several steps may also be executed in parallel.

    If one step is a definite prerequisite before next steps can be tackled, this is noted at the

    beginning of each step description.

    The project steps are based upon our unique and extensive experience gained through our

    involvement in many customer implementations.

    The completion time effort estimates are based on times forhighly skilled

    quantity conversion experts.

    Ldenotes the low complexity case,

    M the medium complexity case,

    H the high complexity case.

    3.1. Test Installation of BCP 10A in client 045

    Implementation step 1

    Estimated time to completion L: 0.1 h M: 0.2 h H: 1 h

    Next major step 2

    Related project teams Technical SAP basis experts

    The Petroleum Measurement Cockpit does not require a separate installation test. It is the

    central access point for all QuantityWare test tools that are delivered with BCP 10A. Log on to

    client 045 (or relevant client where the BCP 10A BC set template is installed) and start

    transaction /QTYW/COCKPIT. The Petroleum Measurement Cockpit is launched. Navigate to

    tab strip Test Tools.

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    Execute the installation test by selecting the push button: Run all tests (QW). The test run

    executes all QuantityWare BCP test reports (30 for SP09, 33 for SP12). The run takes typically

    less than one minute.You should see the following results printed on your screen:

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    This completes the installation test. Your system is now ready for project implementation of your

    quantity conversion solutions.

    QuantityWare recommends that you develop your own customer project

    specific tests that contain manually calculated results (cross checked by at least

    2 experts), allowing a check of system calculations against these results. Thus

    a high degree of automation is ensured, as well as system compatibility with

    your measurement standards during productive usage. Alternatively, a manual

    test procedure with at least 4 test calculation scenarios for one conversion

    group should be developed, which serves as a base for manual qualityassurance processes.

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    3.2. Define product/material data - measurement standards

    Implementation step 2

    Estimated time to completion L: 2 days / M: 7 days / H: 16.5 days

    Next major step 3

    Related project teams Master data team material master

    Establish expert team (consultants and company business experts). Align with master data

    team.

    If you require quantity conversion calculations that map existing legacy system

    calculations, collect legacy system conversion data example calculations -

    and contact QuantityWare for expert consultancy a solution feasibility analysis

    is required, which may need additional customer specific developments.

    3.2.1 Define raw data list

    Implementation step 2.1.

    Estimated time to completion L: 4 h M: 8 h H: 20 h

    Next step 2.2

    Related project teams Master data team material master

    You should define a raw data list of all bulk materials / products that require dynamic quantity

    conversions. Classify the products according to the classification scheme e.g. that which is

    present with the QuantityWare conversion group delivery. The QuantityWare delivery template

    which contains all conversion groups is available via the Cockpit using tab MQCI config.

    Additional information/documentation for all supported standards and products can be found on

    the QuantityWare websitewww.quantityware.com.

    http://www.quantityware.com/http://www.quantityware.com/http://www.quantityware.com/http://www.quantityware.com/
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    3.2.2. Assign & confirm - standards for products

    Implementation step 2.2.

    Estimated time to completion L: 4 h M: 16 h H: 20 h

    Next step 2.3.

    Related project teams Measurement specialists Customer and/or

    QuantityWare

    For many products (e.g. crude, diesel, gasoline) several standards (e.g. national standards

    versus a global standard) or differing versions of standards are available. Contact the business

    owners and discuss the list to define which standards and which versions are relevant. Define

    standard versions for all products. Confirm and document specific national business

    requirements. Confirm and document specific national legal requirements.

    3.2.3. Define relevant QuantityWare template conversion groups

    Implementation step 2.3.

    Estimated time to completion L: 4 h M: 12 h H: 32 h

    Next step 2.4.

    Related project teams QuantityWare experts

    Define a list of relevant QuantityWare template conversion groups as a basis for your customer

    specific conversion groups. In the Petroleum Measurement Cockpit, the QuantityWare template

    conversion groups can be displayed and analyzed via tab strip MQCI config. : Choose button:

    QuantityWare Delivery and select the relevant product groups.

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    3.2.4. Copy relevant template conversion groups & reading groups / ranges

    Implementation step 2.4.

    Estimated time to completion L: 4 h M: 20 h H: 60 h

    Next step 3

    Related project teams QuantityWare experts

    Copy the relevant QuantityWare template conversion groups and reading groups from Q*** to

    Z*** (customer name space range) into your project development client (e.g. using transaction

    SCC1).

    Although QuantityWare conversion groups can be directly used in production, we recommend

    that you perform the copy described above. Typically, you have to:

    Change control settings in a conversion group for rounding procedures

    Add or remove reading group parameters depending on business requirements

    Change parameter names according to customer specific business terminology

    For complex requirements, add specific conversion functions to the MQCI model

    sequence

    Define ranges for reading group parameters (warning and error messages)

    The time required for this step depends heavily on the complexity of your project.

    The Reading group is linked to a conversion group and defines which

    parameters (temperature, density, etc.) are input into the conversion. It also

    defines which results are displayed to a user (Base density in air, VCF, etc.).

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    3.3.2. Define unit of measurement definitions

    Implementation step 3.2.

    Estimated time to completion L: 4 h M: 16 h H: 40 h

    Next step 3.3

    Related project teams Measurement specialists Customer and/or

    QuantityWare

    Define the following parameters for all UoM that are relevant for your business processes

    Rounding (display and calculation)

    Significant digits

    Commercial keys

    Descriptions

    3.3.3. Define unit of measurement groups in the system

    Implementation step 3.3.

    Estimated time to completion L: 4 h M: 8 h H: 16 h

    Next step 4

    Related project teams Inventory mangers customer

    For all materials, define a collection of UoM, which is added to a UoM group. The UoM group is

    then assigned to the material master. Stock keeping is done in parallel for all UoM that are

    defined in the UoM group. Typically, you assign at least one weight UoM, one mass UoM, and a

    standardized volume UoM (e.g. L15, L20, UG6) to a UoM group. Once a UoM group is assigned

    to a material and stock has been posted, it CANNOT be changed. Read SAP note 145824 for

    details.

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    3.4. Define test calculation matrix for all conversion groups & test

    Implementation step 4

    Estimated time to organize L: 1 day / M: 3 days / H: 10 days

    Next step 5

    Related project teams Master data team material master

    For each conversion group, define at least 4 test calculations (e.g. with varying observed

    temperature values, for all UoM in the UoM group) and calculate the expected results using e.g.

    a pocket calculator or PC calculator (64 bit FLTP processor).

    The Petroleum Measurement Cockpit provides list printouts of all relevant

    measurement standards. Use these printouts to obtain the VCF (volume

    correction factors) for your example calculations (QuantityWare standard

    implementations are validated in the implementation step). QuantityWare also

    recommends that you obtain your own measurement standard copy from the

    relevant standard organization as a reference and to allow the validation to be

    cross-checked.

    The list of sources for standards can be found in QuantityWare Note 000008.

    http://www.quantityware.com/_data/note-000008.pdf

    Calculate all expected results and have them cross-checked by a second expert. Document

    your results.

    The next step is to compare the expected results with the results obtained from the Oil & Gas

    test calculator, which can be accessed from the Petroleum Measurement Cockpit. Document

    the degree of similarity. If deviations are found, analyze the conversions (manual and system) to

    determine the deviation reason.

    http://www.quantityware.com/_data/note-000008.pdfhttp://www.quantityware.com/_data/note-000008.pdfhttp://www.quantityware.com/_data/note-000008.pdf
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    3.5. Assign conversion groups and UoM groups to material master

    Implementation step 5

    Estimated time to completion L: 0.5 day / M: 2 days / H: 4 days

    Next step 6

    Related project teams Master data team material master

    Assign the conversion groups and UoM groups to all materials (at plant level) in the system.

    Once you are finished, check the assignment via tab strip MQCI products in the Petroleum

    Measurement Cockpit to ensure that all materials are correctly set up.

    Test the quantity conversion results once more using the oil & gas test calculator, this time with

    the material & plant data.

    3.6. Define test calculation quality procedure

    Implementation step 6

    Estimated time to completion 2 days / 7 days / 17 days

    Next step -

    Related project teams Master data team material master

    Define the overall quality assurance test procedure for the software life cycle. There are two

    main options.

    Define a manual procedure manual test using the oil & gas test calculator after

    system changes (e.g. SAP Enhancement Package updates).

    Develop fully automated test cases (e.g. using a spreadsheet for each calculation) and

    then use the QuantityWare test tool to store your tests in the system, transport the test

    cases to any required system and run them at any desired point in time in your system.

    In the Petroleum Measurement Cockpit, you can access the test tool via Tab strip Test Tools,

    Push button: Maintain my test:

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    If you select the push button Maintain my test, enter a test case number (any number between

    0001 and 9999), a test case description, the conversion group and a unit of measure group :

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    Now select Return - the system defaults all required parameters from the assigned reading

    group, and the UoM from the unit of measure group. You can now change the parameters and

    enter your expected UoM value results. Save the test case via push button Insert DB. You cannow run your test using the Push button Run my tests in the Petroleum Measurement

    Cockpits Test Tool Tab. The test cases can be distributed to any system and client using the

    SAP Transport Management System. Whenever you run a selection of test cases, you can log

    the results for later audit or system checks:

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    If you decide to rely on a manual procedure, you will save project time and budget. In doing so,

    you will then shift a multiple of the required test time to the software life cycle, since manual

    tests require a dramatically higher effort then automated tests.

    For the development of test cases based on your test example definitions an

    experienced measurement consultant requires 5 to 15 days (Medium to High

    complexity case), including definition of the test cases in the system, which is

    included in the figures above. 90% of this time is required for the manual

    calculation of the expected results.

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    4. Summary

    After you have completed the test calculation procedure based on your test conversion matrix

    and established functional correctness of your conversion configuration, you can hand over your

    work to the overall project team. You have now established a state-of-the-art quantity

    conversion solution for the project, which can be tested, monitored (and extended in the same

    way as described above) via the Petroleum Measurement Cockpit.

    The time estimates for a low, medium and high complexity project are summarized in the list

    below (rounded to full working days)

    Complexity: Low Medium High

    Effort estimate (days): 7 24 60

    As noted above, these estimates are based on the assumption that an experienced quantity

    conversion consultant leads these tasks and the quantity conversion implementation sub-project

    is well embedded into the overall implementation project, with well established communication

    and decision channels.

    The overheads of geographic separation and internal procedures are not taken into account in

    the figures.