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GL-GLOBE/ MO_ESTPM_410 1 June 21, 2022 Application of PI Sheet for R&D Training R&D 12.09.2003

21726503 PI Sheet for Confirmation of Trials

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Page 1: 21726503 PI Sheet for Confirmation of Trials

GL-GLOBE/ MO_ESTPM_410 1April 21, 2023

Application of PI Sheet for R&D

Training R&D 12.09.2003

Page 2: 21726503 PI Sheet for Confirmation of Trials

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Module Objectives

At the end of this module you will be able to:Find a PI sheetDeclare goods issue

Using the PI sheet

Declare Goods received from Production Using the PI sheet

Confirm Process Parameters and Equipment Using the PI sheet

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Link to Trial Process

MaintainTrial

ScheduleTrial

ExecuteTrial

EvaluateTrial

Manage Quality for Trials

•Maintain Trial Group•Maintain Pilot Plant Trial Data•Plan In-process Control

•Plan Post-process Control

•Plan Stability Studies

•Mid-term Scheduling•Short-term Scheduling

•Prepare Execution • of Trial•Print Labels•Execute Trial•Confirm Consum-ption and Production

•Confirm Process Data and Equipment•Record In-process Control Results

•Record Post-process Control Results

•Record Stability Studies Results

•Evaluate Trial Results•Report and Print Results•Close Trial

Maintain Master Data for R&D

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Link to Trial Process

MaintainTrial

ScheduleTrial

ExecuteTrial

EvaluateTrial

Manage Quality for Trials

•Maintain Trial GroupMaintain Trial Group•Maintain Pilot Plant Maintain Pilot Plant Trial DataTrial Data•Plan In-process Plan In-process ControlControl

•Plan Post-process Plan Post-process ControlControl

•Plan Stability Plan Stability StudiesStudies

•Mid-term SchedulingMid-term Scheduling•Short-term Short-term SchedulingScheduling

•Prepare Execution Prepare Execution • of Trialof Trial•Print LabelsPrint Labels•Execute TrialExecute Trial•Confirm Consump-tion and Production•Confirm Process Data and Equipment•Record In-process Record In-process Control ResultsControl Results

•Record Post-process Record Post-process Control ResultsControl Results

•Record Stability Record Stability Studies ResultsStudies Results

•Evaluate Trial Evaluate Trial ResultsResults•Report and Print Report and Print ResultsResults•Close TrialClose Trial

Maintain Master Data for R&D

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Trial Execution Process Flow for R&D

MANUFACTURING

SETUPPhysical activity

Reporting activity

Find PI Sheet

(Maintain /Display)

GoodsIssue

Process Parameters

GoodsReceipt

Sign andclose

PI sheet

Page 6: 21726503 PI Sheet for Confirmation of Trials

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Goods Movement in SAP

The Goods Movement transactions in SAP replicate the physical movement of stockBefore consumption material should be physically on the line

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Process Instruction (PI) Sheet for R&D

Definition of a PI Sheet:Provides the opportunity to record data (Resources and

Materials) collected during production It is the primary document used by productionThe PI Sheet must be available in online and/or printed

format (depending on plant organisation)The PI Sheet contains input fields for:

Resource information (Resource Confirmation)Material Consumption Process ParametersProduction Yield Batch numbersSignaturesComments

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Transaction: CO60 Find PI sheet

Separate instruction (planning) provides information over which process order to execute

Use process order number or material number to retrieve the relative PI sheet

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Trial Execution Process Flow for R&D

MANUFACTURING

SETUPPhysical activity

Reporting activity

Find PI Sheet

(Maintain /Display)

GoodsIssue

Process Parameter

GoodsReceipt

Sign andclose

PI sheet

Page 10: 21726503 PI Sheet for Confirmation of Trials

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Material Consumption and Goods Receipts

Goods Issuefrom

Warehouse

Goods Receiptinto Warehouse

ComponentCONSUMPTION

Goods Receipts (GR) Finish product quantities to stock

Execution of trials

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Goods Issue

Use the PI sheet for Goods Issue After PI sheet is closed use normal SAP transaction

(MB1A)

Page 12: 21726503 PI Sheet for Confirmation of Trials

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Transaction MB1A post Goods Issue

Transaction MB1A in case the PI sheet is closed: Movement type 261 Recorded against a Process Order

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Confirm Process Parameters and Equipment

Use the PI sheet for recording Process Parameters and Equipment used

Page 14: 21726503 PI Sheet for Confirmation of Trials

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Goods Receipt

Use the PI sheet for Goods ReceptEnter quantity produced and Batch number

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Roles

The roles used for Confirm consumption and production and Confirm Process Data and Equipment are:

Pilot Plant Operator: Find PI SheetEnter Material Consumption and Production into the PI sheetReports the process parameters into the PI sheet.

Line Validator:Validate the data input

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Review of Module Objectives

You will now be able to:Find a PI sheetDeclare goods issue using the PI SheetDeclare Goods received from Production using the PI sheetConfirm Process Parameters and Equipment using the PI

sheet