BCP10A Project Assessment and Implementation Guidelines SP12
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Transcript of 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.
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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.
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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.