How to Configure and Implement Shift Notes and Shift Reports in PP and PM: Part 2

  • by Jawad Akhtar, Head of SAP Delivery, AbacusConsulting
  • December 14, 2011
Learn how to configure and implement shift reports in your SAP system for resources, work centers, and equipment and functional locations. Review common shift report functionality, such as using digital signatures to validate and authenticate the content of shift reports, sending shift reports by email to all stakeholders, printing them out, and performing TREX-based keyword searches.
Key Concept
With the installation of SAP ERP Central Component (SAP ECC) 6.0 enhancement package 3 or higher, the two interdependent features of shift note and shift report become available after the activation of their relevant node. A shift report is an output of information from previously created shift notes. Shift reports can be created for resources in the process industry (PI) module, work centers in discrete manufacturing in the production planning (PP) module, and equipment or functional locations in the plant maintenance (PM) module.

As of SAP ERP Central Component (SAP ECC) 6.0 enhancement package 3 and above, you have the option to record important shift details related to production or maintenance in the form of a shift note. The data from one or more of these notes can be output in the form of a shift report. A shift report can, for example, contain comprehensive details about all the activities and issues that may have occurred during the last three shifts in a 24-hour time period.

You can generate shift reports for resources, work centers, equipment, and functional locations. You can digitally sign, print, send by email, or even discard these reports if they were created with incorrect information. Shift reports can be generated for a single shift, all shifts in one day, or any other defined period as required by the business.

In this article, I cover the steps needed to successfully configure shift reports. I then describe how to assign the configured shift reports to a resource of production planning (PP) as a part of master data, while also highlighting how these can be used for equipment and functional locations of plant maintenance (PM). I also review how to create, digitally sign, print, send, discard, and search shift reports. 

Jawad Akhtar

Jawad Akhtar earned his chemical engineering degree from Missouri University of Science and Technology. He has 17 years of professional experience, of which nine years are in SAP. He has completed eight end-to-end SAP project implementation lifecycles in the areas of PP, QM, MM, PM, and DMS in the steel, automobile, chemical, fertilizer, FMCG, and building products industries. He also has worked as an SAP integration manager and an SAP project manager. He has been proactively involved in a business development and solution architect role for seven years. He is the author of Production Planning and Control with SAP ERP, it's filled with in-depth infomation on discrete, process, and repetitive manufacturing types. His profile on LinkedIn is at You may follow Jawad on Twitter @jawadahl. Currently, he is associated with AbacusConsulting as Head of SAP Delivery.

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