PLM 315

PLM315

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mySAP ERP Operations: Support

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Maintenance Processing: Operational Functions

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Course Version: 2006/Q2 Course Duration: 3 Days Material Number: 50079052

An SAP course - use it to learn, reference it for work

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Participant Handbook

Copyright Copyright © 2006 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

Type Style

Description

Example text

Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.

EXAMPLE TEXT

Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE.

Example text

Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.

Example text

Exact user entry. These are words and characters that you enter in the system exactly as they appear in the documentation.



Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Emphasized words or phrases in body text, titles of graphics, and tables

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Example text

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Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).

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American English is the standard used in this handbook. The following typographic conventions are also used.

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Typographic Conventions

About This Handbook

PLM315

Icons in Body Text The following icons are used in this handbook. Icon

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Exception or caution

Indicates that the item is displayed in the instructor's presentation.

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Procedures

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Note or further explanation of previous point

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For more information, tips, or background

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Contents Course Overview .......... .................. . .................. .................. . ........... vii

Unit 1: Notification ........ .................. . .................. .................. . ............ . 1 Setting Up a Notification Type .. .. . ... .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... ... .. 2

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Unit 3: Controlling . ........ .................. . .................. .................. . .......... 111 Material Availability Check.. ... .. .. . ... .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... . . 112 Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Printing . . ... .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... .. 136

Unit 4: Completion ........ .................. . .................. .................. . .......... 149

........ ................. . .................. . .......... 185

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Appendix 1: Customizing Paths

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Completion Confirmation and Technical Completion.. ... .. .. . ... .. ... ... ... .. ... ... .. 150 Controlling in the Completion Phase . .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... .. 165

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Order Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Work Center . ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... .. . 69 Controlling in the Planning Phase . ... .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... .. . 85

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Unit 2: Planning ........ .................. . .................. . ................. . ............... 39

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Course Goals ... ... ... .. .. . ... ... .. .. . ... .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... ... . vii Course Objectives ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... ... .. .. . ... .. ... ... ... .. ... ... ... . vii

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Contents

PLM315

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Course Overview The intensive course PLM315 (Maintenance Processing: Operational Functions) consolidates the maintenance processing topics introduced in PLM300 (Maintenance).

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The settings for controlling maintenance tasks during the planning and completion phases are also demonstrated.

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Target Audience This course is intended for the following audiences: Project leader Project team

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SAP

Course Prerequisites Required Knowledge •

PLM300 Maintenance

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Recommended Knowledge

Internal

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SAP01 SAPPLM

Course Goals

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This course will prepare you to: •

Make all the basic Customizing settings for maintenance processing.

Course Objectives After completing this course, you will be able to: • •

2006/Q2

Internal

The objective is to set up maintenance processing in the system for the notification, planning, controlling, and completion phases according to the customer-specific requirements.

Set up and use notification (notification type, catalog, catalog profiles) Set up and use planning (order type, work center, capacity planning, controlling)

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Course Overview

PLM315

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Set up and use controlling (material availability check, scheduling, printing) Set up and use completion (completion confirmation, controlling, history)

SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases: •

ECC 6.0

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SAP

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Unit 1 Only

Unit Objectives

This chapter refers to the chapters on Malfunction-Based Maintenance and Planning Maintenance in the course PLM300 and repeats the notification concept. The relevant Customizing settings, as well as a range of detailed functions in the application, are also demonstrated.

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After completing this unit, you will be able to:

SAP

Define new notification types and assign basic parameters

SAP

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Unit Contents

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Lesson: Setting Up a Notification Type . .. ... ... ... .. .. . ... ... .. ... ... .. ... ... ... .. . 2 Exercise 1: Set Up a Notification Type .. ... ... .. .. . ... ... .. ... ... .. ... ... ... . 15

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Unit Overview

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Notification

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Unit 1: Notification

PLM315

Lesson: Setting Up a Notification Type Lesson Overview This lesson shows you how to set up a new notification type.

Lesson Objectives

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In maintenance processing, you use a notification to collect maintenance requirements.

Define new notification types and assign basic parameters

Business Example A company should have its own notification type for requirements set up.

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After completing this lesson, you will be able to:

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Notification Category, Notification Type

SAP

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Figure 1: Notification Category, Notification Type

You can use maintenance notifications (notification category 01, notification type M1 or M2) to enter and process requirements and malfunctions. Alternatively you can create a general notification (notification category 05, notification type G0, for example), which is initially created in central message creation.

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PLM315

Lesson: Setting Up a Notification Type

General notification uses a simple entry screen for entering the requirement into the system - you do not have to define the type (for example, malfunction, request, complaint, internal problem notification). You can only decide the type in the second step by changing the notification type General Notification to the specific notification type (for example, Malfunction Report). In the subsequent notification, the maintenance planner adds all the missing details.

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You can use the individual notification types to define different classes of maintenance notifications and then use these classes when making selections. You can use the notification type to define the use of the maintenance notification for particular business processes. In the standard system, notification types are structured according to functional criteria (malfunction notification, maintenance request, activity report).

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In the R/3 System, you use the notification type to assign notifications to the individual applications.

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The advantage of using general notifications is that you can make a central, coordinated entry for any kind of requirement. The person making the entry does not have to be a trained maintenance planner.

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Figure 2: Settings for Notification Types

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Unit 1: Notification

PLM315

The following settings are available for notification types: •

Long text control This allows you to lock a text and to add a line to the log (changed by, date of change, and so on).

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Notification origin

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Reference time The time suggested when the notification is completed, which is then set for the notification in the notification history.

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Order type Default order type specified when creating an order from a notification. Number assignment

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The number range used. Priority / priority type This allows you to prioritize notifications in connection with date proposals. •

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Object Information

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Field selection Selection and controls for the fields used in the notification.

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Catalog / catalog profile Any area of the findings (object parts, damage, cause of damage and so on) can be assigned to the the notification type catalog which can be selected from the findings code. The catalog profile limits the selection of available code groups referring to specific subject areas (car type, data processing, production machines, and so on).

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Information concerning the reference object of the notification or order and that can be displayed from the notification or the order.

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Contact persons who should be available in notification and order processing (supplier, customer, and so on).

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Defines the basic character of a notification (for example, requirement or malfunction report)

PLM315

Lesson: Setting Up a Notification Type

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Figure 3: General Settings for Maintenance Notifications

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Field selection

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List editing

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The system condition indicator The system condition indicator defines the conditions that a technical system can have (operational, out of order, and so on). These settings are defined at client level and are not dependent on the notification type.

•

Transaction start values The transaction start values for a notification transaction define whether an initial screen should be displayed and which default notification type should be used. Initial Screen must be selected if you want to access the initial screen with the field for the notification number and notification type. You can also define which screen should be the first detail screen. The notification header screen is the initial screen in the standard system, but this can be changed.

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You can set up list processing for notifications in Customizing so that it contains standard values for selection screens, field selection, and the display variant.

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The field selection for notifications allows you to control certain fields together for all notification types (for example, light color for the notification from and notification date fields).

SAP

SAP

The following settings can be used for all types of notification:

Unit 1: Notification

PLM315

Configuration of the Notification Interface

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Figure 4: Configuration of Tabs

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You can define screen areas (subscreens) for each tab. 21 different screen areas are available. You can assign the tabs their own internal heading and a graphical symbol, if required. You can easily activate or deactivate predefined tabs pages. Within a notification type, you can also specify different layouts for the notification screen, for example, to distinguish between display mode and change mode. For example, you might want only core data to be visible in display mode, whereas all data should be displayed in change mode. This is controlled using activity categories (create, change and display).

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The plant maintenance transactions IW24 (Malfunction Report), IW25 (Activity Report), and IW26 (Request) access the enhanced view. Transaction IQS21 accesses the basic view.

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You can define a simple view or an enhanced view for each notification type. This means that a very simple screen appears for the person entering the notification, but that all details appear for the person processing it. Different transactions enable you to use the two notification type views:

SAP

You can configure tabs for each notification type. A total of 26 different tab pages are available (22 notification-based, 4 item-based).

PLM315

Lesson: Setting Up a Notification Type

Priorities

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During maintenance processing, you can work with internal priority types for notifications and orders. Since you can define an unlimited number of priorities for each priority type, it is easier for you to use the same priority types for notifications and orders. The same priority keys have the same meaning.

SAP

A priority can be assigned to each maintenance notification and order. This priority defines the required start and end dates for the notification or order, relative to the creation date.

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Figure 5: Priorities

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Unit 1: Notification

PLM315

Field selection

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All fields that can be modified are assigned to one screen group. Some objects, for example, work centers, are linked to several screen groups. Double-click the screen group that contains the fields you would like to use and change the field selection.

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Internal

For example, you can use field selection to specify that the Priority field in the notification is to be a required entry field instead of an optional one. In this example, Priority would be a modifiable field. For example, the priority is only to be a required entry for notifications of the type NB. In this case, the notification type is an influencing factor. Several fields that influence notifications are listed above. Each time a notification is created with notification type NB, the Priority field is a required entry field. It is also possible to define these rules for a field without referring to specific influencing factors.

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8

Field selection determines the features of the different fields in a master record or transaction: ready for input (optional), required entry field, display field, cannot be displayed, highlighted.

SAP

SAP

Figure 6: Field Selection for Notifications - Influencing Factors

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Setting Up a Notification Type

Object Information The object information provides summarized core data on a technical object, which can be used to support processing of a maintenance task (for example, last active notification, last active order, or next maintenance). The object information is available at the following locations:

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In the master record for the technical object In the notification In the order

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Figure 7: Object Information Key

The object information key controls: Automatic display of object information Reference to object information Number of days in past to search for PMIS info and notifications The display of characteristics for the reference object

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The object information key defines how the object information is displayed in notifications and orders. If the Automatically indicator is set, the system automatically displays the object information in the notification as soon as the reference object is entered or changed.

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Unit 1: Notification

PLM315

The reference specifies whether the object information should relate only to the reference object, to the reference object and all superior objects in the technical hierarchy, or to all objects in the reference object structure. You can specify the number of days in the past (from the time of the query) the system should search for the statistics from the information system (breakdowns reported, notifications created, and so on).

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If the indicator for characteristics is set, the characteristics of the reference object are displayed, provided it has been assigned to a class.

Catalogs and Catalog Profile

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You can also enter such a search period for finding notifications. You can also define whether the system should display completed or outstanding notifications, and not only notifications with the status In processing or Outstanding.

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A cross-application catalog system is used for reporting maintenance notifications. This catalog system has a hierarchical structure. The first level of the catalog system is the catalog type. Each catalog type represents a certain directory. Each catalog type can be further subdivided using code groups. You can define individual codes in each group.

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Figure 8: Catalogs

PLM315

Lesson: Setting Up a Notification Type

The following catalog types are provided as standard for Plant Maintenance: Catalog 2 for tasks Catalog 5 for causes of damage Catalog A for activities Catalog B for object parts Catalog C for damage To define your own catalog type, use catalog types R to Z.

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You can define appropriate keywords for the standard catalogs of damage and problem codes. These words appear in the notification item as keywords for the respective catalog displayed.

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Figure 9: Assigning Catalogs to Notification Types

The corresponding fields for cause of damage, object part and so on, are only provided in the notification item after catalogs have been assigned to the notification type.

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In Customizing, catalogs are assigned to each notification type for the following predefined areas: problems, causes, tasks, activities and object parts.

Unit 1: Notification

PLM315

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Internal

One or more code groups can be selected from each catalog. You can specify code groups by writing them out in full or you can use wildcards to select several code groups within an entry (for example, PUMP*).

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The catalog profile combines a selection of code groups from different catalogs for a particular topic (for example, findings procedure for pumps).

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Figure 10: Catalogs and Catalog Profile

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Figure 11: Assigning Catalog Profiles to Notification Types

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PLM315

Lesson: Setting Up a Notification Type

You can assign the catalog profile to the master record for the technical object and notification type. If the technical object and notification type both have a catalog profile, the profile from the technical object is always read first when a notification is created, and copied if available.

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You can use the Action Box function when creating or processing a notification. The Action Box contains follow-up activities that were set as defaults for each notification type in Customizing. You can execute these follow-up activities simply by pressing the relevant pushbutton. The follow-up activity is documented either as an activity or a task in the notification header once it has been successfully executed.

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The technology used for follow-up functions differs from that for the existing task-based follow-up actions as follows: The function is executed immediately after the follow-up function has been selected, not when the notification is saved. A task or activity is only created after the follow-up activity has been successfully executed. You can use a follow-up activity to start a workflow task.

The function group QM06 contains useful standard follow-up activities. The function group QM10 contains copy models for creating own follow-up activities.

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Figure 12: Action Box for Notifications

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Customizing Checklists

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Figure 13: Notification Customizing

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PLM315

Lesson: Setting Up a Notification Type

Exercise 1: Set Up a Notification Type Exercise Objectives

Only

The relevant notification parameters should be optimally configured for this purpose.

To which notification category is notification type N1 assigned, and which other notification categories exist?

3.

What is defined by the origin indicator?

4.

What is defined by the reference date/time?

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5.

What effect does the Early Number Allocation indicator have?

Creating a new notification type

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Display the existing notification type N1. Which Customizing function do you choose?

Task 2: 1.

Control parameters

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Create a new notification type ## as a copy of notification type N1. This notification type should have the following properties: – It should have the same character of a general maintenance notification. –The reference date/time should be the notification completion. – The catalog profile General Findings procedure should be assigned. – The update group is 26. – The number assignment should be made upon saving. Continued on next page

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Internal

Display an existing notification type:

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Task 1:

In your company, a new notification type is to be created for entering requirements.

Internal

Business Example

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After completing this exercise, you will be able to: • Create notification types • Define notification parameters

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Which control parameters do you set? Notification origin Reference time Catalog profile Early number allocation 2.

Screen area notification header

Partner

The screen type for the notification header is Maintenance Notification. The screen type for the reference object is Equipment Only.

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Update group

In which Customizing option can you enter these settings? Long text control

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Task 3:

Number range Assign your notification type ## to the number range of the group of maintenance notifications. How do you do this?

Internal

Configuration of the Notification Interface 1.

For the notification type ##, create five tabs with the screen areas specified below. How do you do this?

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4.

SAP

It should be logged who entered the long text for all notifications that are created with your notification type ##. It should not be possible to change the long text at a later date. How do you do this?

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Continued on next page

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Lesson: Setting Up a Notification Type

Screen RefObject Subject and long text (Windows 32bit) Basic dates Areas of responsibility Item + cause

•

Overview of all notification items with activities, causes, tasks

System availability

• •

System availability Effect on system

•

Activities for notification header

•

Use task list as the tab header

SAP

Task 4: 1.

Define a new priority type ##. Which Customizing path do you choose?

2.

Define three priorities A, B and C for your priority type. Set all the proposed start dates to today, and set the required end dates to today (A), a week today (B), and two weeks today (C). Which entries do you make? Priority

Rel. Start

Rel. End

Unit Start

Unit End

A B C 3.

Assign the priority type ## to your notification type ##. How do you do this? Continued on next page

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Define priorities

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Maintenance plan

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Activities

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Item overview

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Notification

Unit 1: Notification

PLM315

Task 5: Object Information 1.

Defining Object Information Keys

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Which parameters do you set?

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Automatically

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Reference for notification and class selection

Internal

Define a new object information key ##; this key should be displayed automatically when you create a notification. The analysis data should only relate to the object entered. As soon as the threshold value of 500 completed orders is exceeded, the system should display this information. The evaluation should take the previous two years into consideration. All notifications should be considered, but no contracts. The characteristic information should be displayed.

Completed orders No. days

SAP

SAP

Contract Classification

Use

Assigning an Object Information Key Assign the object information key ## to the notification type ##. How do you do this?

Internal

3.

The pump P-1000-N001 is to undergo a general overhaul. Create a maintenance notification with notification type ## for the equipment P-1000-N001. Establish the following general information about the pump:

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What information is contained in the object information? From which date is the selection made?

How many completed orders are there?

What is the diameter of the running wheel? Continued on next page

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Lesson: Setting Up a Notification Type

Which documents are assigned?

Save the maintenance request. Which number do you receive?

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Task 6: Catalogs and Catalog Profile 1.

Which catalogs are normally used in plant maintenance?

Partner

Assign these to your notification type ##. How do you do this?

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Code groups and codes Create a new code group ## with 5 codes for the damage catalog. Which codes have you created?

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Catalog profile Create catalog profile ## that accesses your code group ## for the damage catalog, but displays all entries for the other catalogs. What entries do you make in the catalog profile?

Continued on next page

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3.

Description

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Code

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PLM315

Catalog profile and notification type Assign your catalog type ## to your catalog profile ##. Which entries do you make?

Create notification

SAP

SAP

Create a notification with notification type LO## for your equipment TEQ-##. Check whether the required code groups and codes are proposed. Which notification number was assigned by the system?

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Lesson: Setting Up a Notification Type

Solution 1: Set Up a Notification Type Task 1: Display an existing notification type: 1.

Display the existing notification type N1. Which Customizing function do you choose? SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG.

2.

To which notification category is notification type N1 assigned, and which other notification categories exist? a)

SAP

What is defined by the origin indicator?

4.

What is defined by the reference date/time? Date and time proposed when you complete the maintenance notification.

What effect does the Early Number Allocation indicator have? a)

The indicator causes the notification to be assigned a number when the Create function is called, and not just when it is saved.

Task 2: Creating a new notification type 1.

Control parameters Create a new notification type ## as a copy of notification type N1. This notification type should have the following properties: Continued on next page

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a) 5.

The origin indicator specifies the screen sequence on which the notification type is based. In other words, those which are under tabs assigned to the origin indicator or screen areas of a business process, for example a malfunction report, an activity report.

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a)

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3.

N1 is assigned to the notification category 01 (= Plant maintenance). Other notification categories are 02 (= Quality notification) and 03 (= Service notification).

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Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Define Notification Types

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– It should have the same character of a general maintenance notification. –The reference date/time should be the notification completion. – The catalog profile General Findings procedure should be assigned. – The update group is 26.

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– The number assignment should be made upon saving.

Which control parameters do you set? Notification origin Catalog profile Update group Early number allocation

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Values

Notification origin

General notification

Reference time

D

Catalog profile

1000

Update group

26

Early number allocation

Deselected

Screen area notification header The screen type for the notification header is Maintenance Notification. The screen type for the reference object is Equipment Only.

Continued on next page

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Field Name or Data Type

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2.

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Define Notification Types

SAP

SAP

a)

Use

Partner

Reference time

PLM315

Lesson: Setting Up a Notification Type

In which Customizing option can you enter these settings? a)

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Overview of Notification Type Select the line containing the notification type.

Values

Screen type hdr

H100

Screen category object

O150

Long text control It should be logged who entered the long text for all notifications that are created with your notification type ##. It should not be possible to change the long text at a later date. How do you do this? Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Overview of Notification Type

Select Log Line and activate No Text Change. 4.

Number range

a)

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Define Number Ranges Set the indicator for the interval Maintenance Notification. Select Maintain Groups, double-click notification type ##, and then assign the notification type to the interval using Assign Element/Group.

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Only

Internal

Assign your notification type ## to the number range of the group of maintenance notifications. How do you do this?

Partner

Use

Select the notification type, and in the dialog structure double click the line Format Long Text.

SAP

SAP

a)

Use

Partner

3.

Field Name or Data Type

Internal

Only

In the dialog structure, double click the option Screen Areas in Notification Header.

Unit 1: Notification

PLM315

Task 3: Configuration of the Notification Interface For the notification type ##, create five tabs with the screen areas specified below. How do you do this?

Screen RefObject Subject and long text (Windows 32bit) Basic dates Areas of responsibility Item + cause

•

Overview of all notification items with activities, causes, tasks

• •

System availability Effect on system

•

Activities for notification header

•

Use task list as the tab header

SAP

SAP

• • • • •

Use

Partner

Notification

Internal

Only

1.

Use

Activities Maintenance plan

a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG. Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Overview of Notification Type Continued on next page

24

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2006/Q2

Only

Internal

System availability

Partner

Item overview

PLM315

Lesson: Setting Up a Notification Type

Select the notification type and in the Dialog Structure, double-click the line Screen Structure for Extended View. Select New Entries and make the following entries:

Partner

Values

Tab

10\TAB01

Tab header

Notification

Tab

?; Data release

Screen area 1

005

Screen area 2

032

Screen area 3

040

Screen area 4

010

Screen area 5

015

Use

Field Name or Data Type

Internal

Only

Notification tab

SAP

SAP

Select Next Entries.

Internal

Field Name or Data Type

Values

Tab

10\TAB08

Tab header

Maintenance plan

Tab

?; Data release

Partner

Use

Task list tab

Select Next Entries.

Only

Item overview tab Items main tab

Continued on next page

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25

Unit 1: Notification

PLM315

Field Name or Data Type

Values

Tab

10\TAB10

Tab header

Items

Tab

?; Data release

Screen areas

None

Internal

Only

Select Next Entries.

Field Name or Data Type

Values

Tab

20\TAB01

Tab header

Item overview

Tab

?; Release data

Screen areas

None

Use

Partner

Item overview lower-level tab

Select Next Entries.

SAP

Field Name or Data Type

Values

Tab

20\TAB04

Tab header

Activities

Tab

?; Release data

Partner

Use

SAP

Activities lower-level tab

Internal

None Select Next Entries.

Only

Causes lower-level tab Field Name or Data Type

Values

Tab

20\TAB02

Tab header

Causes

Tab

?; Data release

Screen areas

None Continued on next page

26

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Setting Up a Notification Type

Select Next Entries.

Field Name or Data Type

Values

Tab

20\TAB03

Tab header

Tasks

Tab

?; Data release

Screen areas

None

Internal

Only

Tasks lower-level tab

Select Next Entries.

Field Name or Data Type

Values

Tab

10\TAB04

Tab header

System availability

Tab

?; Data release

Use

Partner

System availability main tab

SAP

SAP

None Select Next Entries.

Use Internal

Values

Tab

10\TAB12

Tab header

Activities

Tab

?; Data release

Screen areas

None

Only

Field Name or Data Type

Partner

Activities main tab

Save and select Back.

Continued on next page

2006/Q2

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27

Unit 1: Notification

PLM315

Task 4: Define priorities 1.

Define a new priority type ##. Which Customizing path do you choose? a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.

Only

2.

Define three priorities A, B and C for your priority type. Set all the proposed start dates to today, and set the required end dates to today (A), a week today (B), and two weeks today (C). Which entries do you make? Priority

Rel. Start

Rel. End

Unit Start

Unit End

SAP Use

a)

C In the Choose Activity dialog box, place the cursor in the line Define Priorities for Each Priority Type, and select Choose.

Priority

Rel. Start

Rel. End

A

Unit Start

Unit End

DAY

DAY

B

7

DAY

DAY

C

14

DAY

DAY

Only

Internal

Select New Entries.

Save and select Back

Continued on next page

28

© 2006 SAP AG. All rights reserved.

Partner

B

SAP

A

Use

Partner

In the Choose Activity dialog box, place the cursor in the Define Priority Types line and select Choose. Select New Entries, and enter the priority type ##. Save and select Back.

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Response Time Monitoring → Define Priorities

2006/Q2

PLM315

Lesson: Setting Up a Notification Type

3.

Assign the priority type ## to your notification type ##. How do you do this? a)

In the Choose Activity dialog box, place the cursor in the line Assign Priority Types to Notification Types, and select Choose. Assign the priority type to the notification type.

Task 5: 1.

Defining Object Information Keys

Use

Partner

Define a new object information key ##; this key should be displayed automatically when you create a notification. The analysis data should only relate to the object entered. As soon as the threshold value of 500 completed orders is exceeded, the system should display this information. The evaluation should take the previous two years into consideration. All notifications should be considered, but no contracts. The characteristic information should be displayed. Which parameters do you set? Automatically

SAP

SAP

Internal

Only

Object Information

Reference for notification and class selection

Only

Internal

Use

Partner

Completed orders

Continued on next page

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Unit 1: Notification

PLM315

No. days Contract Classification a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG.

Only SAP

Automatically

Yes

Reference for notification and class selection

Object

Completed orders

500

No. days

730

Outstdg notifications

Select

Contract

None

Classification

Characteristics

Assigning an Object Information Key

a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG. Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Object Information → Object Information → Assign Object Information Keys to Notification Types

3.

The pump P-1000-N001 is to undergo a general overhaul. Create a maintenance notification with notification type ## for the equipment P-1000-N001. Establish the following general information about the pump: Continued on next page

30

© 2006 SAP AG. All rights reserved.

2006/Q2

Only

Internal

Assign the object information key ## to the notification type ##. How do you do this?

Partner

Use

Value

SAP

2.

Field Name or Data Type

Use

Partner

Select New Entries

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Object Information → Define Object Information Keys

PLM315

Lesson: Setting Up a Notification Type

What information is contained in the object information? From which date is the selection made?

How many completed orders are there?

Internal

Only

What is the diameter of the running wheel?

Save the maintenance request. Which number do you receive? a)

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → Create (General) Enter notification type ##;

SAP Internal

Current date -2 years

How many completed orders are there?

see the Compl.Ord field

What is the diameter of the running wheel?

130 mm

Which documents are assigned?

P-1000

Only

From which date is the selection made?

Partner

Use

In the reference object screen area, choose the Object Information symbol (blue-white I-button).

Task 6: Catalogs and Catalog Profile 1.

Which catalogs are normally used in plant maintenance? Assign these to your notification type ##. How do you do this? Continued on next page

2006/Q2

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SAP

enter Equipment P-1000-N001

Use

Partner

Which documents are assigned?

31

Unit 1: Notification

PLM315

a)

Select catalogs: SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG.

Only Partner

Select the notification type, and in the Dialog Structure double-click the line Catalogs and Catalog Profiles.

Problems

C

Causes

5

Tasks

2

Object parts

B

Activities

A

Code groups and codes

Internal

Create a new code group ## with 5 codes for the damage catalog. Which codes have you created? Code

Description

Partner

Use

Values

SAP

2.

Field Name or Data Type

Use

SAP

Assign the following catalogs:

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Overview of Notification Type

Only

Continued on next page

32

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2006/Q2

PLM315

Lesson: Setting Up a Notification Type

Code

a)

Description

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG.

Only

Select New Entries

Description

SAP

1000

...(any)

2000

...

3000

...

4000

...

5000

...

Create catalog profile ## that accesses your code group ## for the damage catalog, but displays all entries for the other catalogs. What entries do you make in the catalog profile?

Continued on next page

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33

Only

Internal

Catalog profile

Partner

3.

SAP

Code

Use

Enter a short text and set to Released status, release data, then select the line and double-click the Codes folder on the left in the Dialog Structure.

Use

Partner

Choose Edit Catalog in the dialog box; enter and execute catalog type C code group ##.

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Content → Maintain Catalogs

Unit 1: Notification

PLM315

a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG.

Only

Select New Entries, enter ## as the catalog profile number and assign some text to the catalog profile (for example Gr.##),

Code group

2

*

SAP

5

*

A

*

B

*

C

##

Catalog profile and notification type

Only

Internal

Assign your catalog type ## to your catalog profile ##. Which entries do you make?

Partner

4.

SAP

Catalog

Use

then double-click the Catalogs / code groups folder in the Dialog Structure. Select New Entries and make the following entries:

Use

Partner

Data release

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Content → Define Catalog Profile

Continued on next page

34

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Setting Up a Notification Type

a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG.

Only

or

Use

Catalog profile

##

Problems

C

Causes

5

Tasks

2

Activities

A

Object parts

B

Create notification Create a notification with notification type LO## for your equipment TEQ-##. Check whether the required code groups and codes are proposed. Which notification number was assigned by the system? a)

SAP standard menu → Plant Maintenance → Maintenance Processing → Notification → Create (General) Enter notification type ## and equipment TEQ-## and check the position of the corresponding catalog entries.

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35

Only

Internal

Code group

Partner

5.

Catalog

SAP

SAP

Select the notification type, and in the Dialog Structure double-click the line Catalogs and Catalog Profiles.

Use

Partner

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Overview of Notification Type

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Content → Change Catalogs and Catalog Profile for Notification Type

Unit 1: Notification

PLM315

Lesson Summary You should now be able to: • Define new notification types and assign basic parameters

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

36

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Unit Summary

Unit Summary You should now be able to: • Define new notification types and assign basic parameters

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2006/Q2

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37

Internal

Use

SAP

Partner

Only

Internal

Use

SAP

Partner

Only

Unit Summary

PLM315

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

38

© 2006 SAP AG. All rights reserved.

2006/Q2

Unit 2 Unit Overview

SAP

Partner SAP

The course still provides information on costing in maintenance orders and the necessary Customizing settings.

Unit Objectives After completing this unit, you will be able to:

Only

Use Internal

Define and configure order types in plant maintenance Define and configure maintenance activity types Define and assign external processing profiles Define and assign control keys Describe the structure of the work center and use the work center Use and set up costing in the order Calculate surcharges List commitments

Partner

• • • • • • • •

Unit Contents Lesson: Order Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Exercise 2: Setting Up an Order Type: (I).. ... .. .. . ... ... .. ... ... .. ... ... ... . 55 Exercise 3: Setting Up an Order Type: (II) . ... .. .. . ... ... .. ... ... .. ... ... ... . 61 Lesson: Work Center ... . . ... ... ... .. ... ... .. ... ... ... .. .. . ... ... .. ... ... .. ... ... ... . 69 Exercise 4: Work Center .. ... .. ... ... .. ... ... ... .. .. . ... ... .. ... ... .. ... ... ... . 79 Lesson: Controlling in the Planning Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

2006/Q2

© 2006 SAP AG. All rights reserved.

Use

This chapter refers to the chapters Organization of Plant Maintenance, Malfunction-Based Maintenance, and Planning Maintenance in the course PLM300, repeats the concept of planning maintenance orders, and consolidates the participants' knowledge of using maintenance orders during the planning phase by providing information on a whole range of detailed functions, as well as the corresponding Customizing settings.

Internal

Only

Planning

39

Unit 2: Planning

PLM315

Exercise 5: Controlling in the Planning Phase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

40

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Order Planning

Lesson: Order Planning Lesson Overview This lesson provides an overview of key customizing settings for defining and configuring order types in the planning phase of plant maintenance.

Internal

Only

Lesson Objectives After completing this lesson, you will be able to:

Partner

• • • •

Define and configure order types in plant maintenance Define and configure maintenance activity types Define and assign external processing profiles Define and assign control keys

Use

Business Example

SAP

SAP

The project team wants to define and configure its own order type. Maintenance activity types, external processing profiles and control keys should also be defined and assigned to the new order type.

Order Types

Only

Internal

Use

Partner

Figure 14: Order Category, Order Type

2006/Q2

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41

Unit 2: Planning

PLM315

Order category determines the application component to which an order belongs. It is usually used as a program-internal selection criterion and to all intents and purposes does not appear to users. The order categories for the respective applications are fixed in the system. You can freely define the order types within an order category for each application. The order type represents business segments (repair, maintenance, refurbishment, investment) that differ in the way they are processed and therefore have different system settings.

Use

Partner

Only

Internal

Internal

A distinction is made here between parameters that depend directly on the order type and those that are assigned to a combination of order type and planning plant: Parameters for order type: •

Settlement profile Specifies possible settlement recipients, the default receiver as well as additional parameters (for example, allocation structure).

•

42

Budget profile

© 2006 SAP AG. All rights reserved.

2006/Q2

Only

Different order types should be used for different business situations because many system control functions depend on the order type.

Partner

Use

SAP

SAP

Figure 15: Setting Up an Order Type: (I)

PLM315

Lesson: Order Planning

The budget profile summarizes the budgeting control parameters (time frame, display, availability checks, currency conversion). •

Residence time Residence time 1: specifies the period of time (in calendar months) that must elapse between when the deletion flag is set (step 1) and when the deletion indicator is set (step 2).

Only

•

Screen for reference object

Partner

Specifies which input masks should be used for the reference object. •

Number range

Internal

Residence time 2: specifies the period of time (in calendar months) that must elapse between when the deletion indicator is set (step 2) and the reorganization (step 3).

Specifies which number range interval is used for each order type.

Use

•

Planning plant Assigns order types to the maintenance planning plant.

SAP

Costing variants: actual + planned

SAP

•

Contains control parameters for planned and actual calculations in the order. •

Settlement rule

Use

•

Maintenance activity type

Not to be confused with CO activities, which are assigned to the cost center and enable work valuation during operation. •

Planning indicator The order planning indicator performs selection and statistical evaluation in the plant maintenance and customer service information systems (planned, unplanned, immediate orders).

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43

Only

Internal

Subdivides tasks within an order type and serves evaluation purposes (inspection, routine maintenance, preventive maintenance, refurbishment, cleaning, and so on).

Partner

Defines the start time for creating the settlement rule.

PLM315

Figure 16: Maintenance Activity Types

In cost evaluations (total costs, number of orders per technical object), you can classify the data using the maintenance activity type (distinction made between maintenance activities and costs).

SAP

SAP

The permitted activity types are assigned to each order type.

Use

Partner

The maintenance activity type is the key for the type of maintenance activity executed (repair, shutdown, periodic tasks and so on).

Internal

Only

Unit 2: Planning

Setting Up an Order Type (II)

Only

Internal

Use

Partner

Figure 17: Setting Up an Order Type (II)

44

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Order Planning

Parameters for order type: •

Default Value Profiles Contain default values for external procurement or for general settings.

•

Step-by-step operations / change documents / MRP relevance

•

Internal

Only

A customizing step that contains a series of settings, such as the increment for numbering operations, the creation of change documents, the MRP relevance of reservations (when creating or releasing the order), and so on. Priority type with priorities (as with notifications)

Partner

•

Object information (as with notifications)

•

Default control key

Use

A control key can be proposed by the order type. •

Partner determination procedure/Determination of address data

SAP

Simple order view

Use

Only

Internal

Partner

You can define a simple order view for certain user groups (such as maintenance technicians). You do this by assigning a view profile containing only the most important screen areas on the smallest possible number of tab pages.

SAP

The partner determination procedure makes contact persons available for order processing. This assignment also links to the central address management.

2006/Q2

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45

Unit 2: Planning

PLM315

Partner Use

Alternatively, these settings can be set as user-specific with the user default values. The user values override the Customizing settings.

Only

Internal

Control Keys for Operations

Partner

The profiles can be defined centrally for each order type in Customizing.

SAP

Since both of the procurement processes generally require different data for purchasing (different purchasing groups or different cost elements), you should define different profiles.

During external processing, a distinction is made between the external procurement of material and the assignment of complete operations to external companies.

Use

SAP

Only

Internal

Figure 18: External Processing Profiles

46

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Order Planning

The control key in an operation controls the following parameters:

Only

The system controls the processing of individual operations using the operation control key. You use the capacity planning indicator to ensure that the operation is scheduled and capacity load records are created for it.

SAP

You use the external processing key to define that the operation is executed by an external company.

Use

Only

Internal

The print parameters specify whether time tickets, confirmation slips, and so on should be printed for this operation.

Partner

You use the completion confirmation indicator to specify whether the operation can be confirmed and what type of completion confirmation applies.

SAP

By setting the costing indicator, you ensure that the operation is taken into account during costing.

Use

Partner

Capacity planning Scheduling operations Capacity requirement Costing Service Printing time tickets Printing confirmation slips Printing operations Completion confirmations External processing

Internal

• • • • • • • • • •

2006/Q2

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47

Unit 2: Planning

PLM315

Use

Partner

Only

Internal

Figure 19: Special Order Types

SAP Use

Refurbishment Investment

These specialized order types have the same basic Customizing settings as the standard order types, but they also have additional settings.

• • •

Refurbishment indicator Separate number range Separate settlement profile

Only

Internal

For example, the following settings might be included for refurbishment order types:

The following settings might be included for investment order types: • • •

48

Investment indicator Separate number range Investment profile

© 2006 SAP AG. All rights reserved.

Partner

• •

SAP

In addition to the standard order types, such as repair or maintenance plan orders, plant maintenance also includes more specialized order types:

2006/Q2

PLM315

Lesson: Order Planning

Integration NotificationlOrder

Use

Partner

Only

Internal

SAP

SAP

Figure 20: Integration NotificationlOrder

Assigning notifications to an order

Use

In the order type settings, you can specify how entries in the order object list affect the order operation list if, for example, several notifications that have a task list are grouped into one order.

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49

Only

Internal

Object list entries

Partner

Notifications can be assigned to an existing order or one that is newly created. If the notification is assigned to a task list, then the operations of the task list can be transferred to the order object list. A prerequisite for doing this is to have a Customizing setting (notification and order integration). Four new fields are available in the order object list: functional location, equipment, notification and plan date. The notifications assigned to an order are then placed in the order's object list.

Unit 2: Planning

PLM315

You have the following options: • • • •

Assignment of operations to object list entries inactive (default) Assignment of operations only for notifications with task lists called from maintenance plans Assignment of operations to all notifications Assignment of operations to all object list entries (for example, also equipments, functional locations)

Only

Header notification

SAP

Notification long text

Use

Only

Internal

Partner

If an order is created from a notification, then the long text of the notification can be transferred as the order's long text (only when the order is first created). This must be activated in Customizing for all types of notification.

SAP

If an order is created from a single notification, it then becomes the header notification for the order (notification is attached to object list). The relationship between order and object list can be deleted. If several notifications are assigned in one existing order, then this can become the header notification (only if the contract does not have one). The subsequent assignment of a header notification can also be reversed again.

Use

Partner

If a notification is deleted from the order's object list, then all operations transferred by the notification's task list will also be deleted. Likewise, if all a notification's operations are deleted from an order's task list, the notification will also be removed from the object list.

Internal

Delete notifications or operations

50

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Order Planning

Contract and Internet Catalog

Use

Partner

Only

Internal

Figure 21: Direct catalog access (OCI)

SAP

SAP

To access an external spare-parts catalog based on the Internet, a direct link can be established between the order's component list and the catalog. The link is found at OCI interface (Open Catalog Interface).

Use

Partner

To do this, however, the catalog and its call structure must first be defined in Customizing. Once a spare-part has been chosen from the supplier catalog, an item type N (non-stock) is created in the component list of the order.

Order Hierarchies If a maintenance task consists of several independent steps, whose costs should be separated, this task can be represented using an order hierarchy. A series of sub-orders (all of which are autonomous maintenance orders) are created here for an existing main order. The aim of an object hierarchy is to summarize costs at every level. All the sub-orders must be completed before the main order can be completed.

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51

Only

Internal

Once a spare-part has been chosen from the supplier catalog, an item type N (non-stock) is created in the component list of the order.

Unit 2: Planning

PLM315

Customizing Checklists

Use

Partner

Only

Internal SAP

SAP

Figure 22: Order Customizing (1)

Only

Internal

Use

Partner

52

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Order Planning

Order type

Only Partner

Use SAP

SAP

Settlement profile Budget profile Residence time Screen for reference object Number range Maintenance planning plant Costing Variants Settlement rule Maintenance activity type Planning indicator Default Value Profiles Step-by-step operations, change documents, MRP relevance Priorities Object info keys Default control key Partners, Addresses Integration of Notification and Order OCI interface (internet catalog)

Internal

• • • • • • • • • • • • • • • • • •

Special Order Types

Use

Order combined with notification Refurbishment order

Customer exit definition: Customer exits allow customers to add customer-specific functions to enhance the standard SAP applications within the framework of the SAP enhancement concept. Customer exits do not contain functions themselves - they are program exits that enable customer-specific programs to be incorporated. Customer exits have two main advantages: • •

2006/Q2

Customer exits do not affect the SAP standard source code Customer exits are not effected by software updates

© 2006 SAP AG. All rights reserved.

53

Only

Internal

Customer Exits and Business Add-Ins (BADIs)

Partner

• •

Unit 2: Planning

PLM315

Business Add-In definition: Like customer exits, business add-ins are defined program exits. Unlike customer exits, which are based on a two-layer (SAP, customer) system landscape, business add-ins are based on a multi-layer system landscape (for example, SAP, country version, Industry Solutions, partners, customer). You can define and implement business add-ins at any level of the system landscape. For further information about business add-ins, use transaction SE19 and then the menu path Help > Application help.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

54

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Order Planning

Exercise 2: Setting Up an Order Type: (I) Exercise Objectives

Business Example

Task 1: Create a new order type LO##. Assign the settlement profile for maintenance orders, general budget profile, and the entry mask for functional location, equipment and assembly for the reference object.

SAP

SAP

1.

How do you do this? Settlement profile:

Use

Screen RefObject:

Internal

Number Range Assign this order type to the number range group for maintenance orders. How do you do this?

Only

3.

Order Type and Planning Plant Assign this order type to the maintenance planning plant 1000. Which Customizing function do you choose for this?

4.

Settlement rule: For your order type, the settlement rule should be mandatory at the time of order completion. How do you do this? Continued on next page

2006/Q2

© 2006 SAP AG. All rights reserved.

Partner

Budget profile:

2.

Use

Partner

A new order type is to be created for processing routine maintenance tasks in your company. All the parameters for the order type should be configured optimally for this purpose.

Internal

Only

After completing this exercise, you will be able to: • Create a new order type • Assign the required parameters to the order type

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5.

Costing Variants Assign the costing variant for maintenance orders (for planned and actual costs) to your order type in plant 1000. Which Customizing function do you use? Which costing variant have you selected?

6.

Maintenance Activity Types

Only

Which maintenance activity types are permitted?

Partner

Which is the default maintenance activity type?

Task 2: 1.

Create an order with the order type LO## for your equipment TEQ-##.

2.

What reference objects are proposed?

3.

Which maintenance activity type is proposed and which could you assign to the order otherwise?

4.

Save the order. Which number is assigned to it?

SAP

SAP

Use

Create an Order

Internal

Assign permitted maintenance activity types to your order type and define a maintenance activity type as the default activity type.

Only

Internal

Use

Partner

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2006/Q2

PLM315

Lesson: Order Planning

Solution 2: Setting Up an Order Type: (I) Task 1: Create a new order type LO##. Assign the settlement profile for maintenance orders, general budget profile, and the entry mask for functional location, equipment and assembly for the reference object.

Internal

Only

1.

How do you do this? Settlement profile: Screen RefObject: a)

SAP Menu → Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.

Values

Settlement profile

40

Budget profile

000001

Screen RefObject

O100

SAP

Number Range Assign this order type to the number range group for maintenance orders. How do you do this? a)

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Number Ranges Choose Maintain Groups, select Repair and Maintenance Orders, double-click the order type LO## to select it, and choose Assign element/group to assign the order type to the group. Continued on next page

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57

Only

Internal

2.

Field Name or Data Type

Partner

Use

Click New Entries, enter order type LO## and an appropriate short text.

SAP

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types

Use

Partner

Budget profile:

Unit 2: Planning

PLM315

3.

Order Type and Planning Plant Assign this order type to the maintenance planning plant 1000. Which Customizing function do you choose for this? a)

Order Type and Planning Plant In Customizing, select:

Only

4.

Settlement rule:

How do you do this? a)

Settlement rule:

SAP

Select the Mandatory for completion option for your order LO##.

Which costing variant have you selected?

Which Customizing function do you use?

a)

Costing Variants Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance and Service Orders → Assign Costing Parameters and Results Analysis Keys Enter the costing variant PM01 as the planned and actual values.

6.

Maintenance Activity Types Assign permitted maintenance activity types to your order type and define a maintenance activity type as the default activity type. Continued on next page

58

© 2006 SAP AG. All rights reserved.

2006/Q2

Only

Assign the costing variant for maintenance orders (for planned and actual costs) to your order type in plant 1000.

Partner

Use

Costing Variants

Internal

5.

SAP

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Settlement Rule: Define Time and Creation of Distribution Rule

Use

Partner

For your order type, the settlement rule should be mandatory at the time of order completion.

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Assign Order Types to Maintenance Plants

PLM315

Lesson: Order Planning

Which maintenance activity types are permitted? Which is the default maintenance activity type? a)

Maintenance Activity Types

Select New Entries, enter order type LO## and assign the maintenance activity types already in the system, for example, 001, 002 and 003 or → Default Values for Maintenance Activity Type for Each Order Type

Partner

Enter default value, for example, 001

Task 2:

Use

Create an Order 1.

Create an order with the order type LO## for your equipment TEQ-##. SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create General

SAP

SAP

a)

Order type LO## 2.

What reference objects are proposed?

Use

Partner

a)

Reference objects: Equipment, functional location and assembly

Which maintenance activity type is proposed and which could you assign to the order otherwise? a)

4.

Save the order. Which number is assigned to it? a)

2006/Q2

Default depending on the key maintained in the previous exercise, for example 001; 002 and 003 can be assigned.

Only

Internal

3.

Internal

Only

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Maintenance Activity Type → Assign Valid Maintenance Activity Types to Maintenance Order Types

Order number: 800xxx

© 2006 SAP AG. All rights reserved.

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Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

60

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2006/Q2

PLM315

Lesson: Order Planning

Exercise 3: Setting Up an Order Type: (II) Exercise Objectives After completing this exercise, you will be able to: • Assign the required parameters to the order type

A new order type is to be created for processing routine maintenance tasks in your company. The parameters for the order type should be configured optimally for this purpose.

Default Value Profiles

417000

415000

Purchasing organization

1000

1000

Purchasing group

0##

0##

Material group

007

010

2.

Assign the profile EXS## for external processing and the profile EXM## for an external material for your order type LO## and for the maintenance planning plant 1000. Which Customizing function do you choose?

3.

It should also be possible to select operations and replace the work center when incorporating a task list. Which checkboxes do you activate?

Task 2: 1.

Supplement one of your orders as follows: Assign an internal operation and then an external operation using the control key PM02. The internal operation should also contain a non-stock material. Save the order.

2.

Call the order again and determine the following data: Continued on next page

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61

Only

Internal

Cost element

Partner

EXM##

SAP

EXS##

SAP

Define the default value profile EXS## for external processing data and EXM## for external materials with the following parameters:

Use

1.

Use

Partner

Task 1:

Internal

Only

Business Example

Unit 2: Planning

PLM315

PurchReq. no. External operation PurchReq. no. Non-stock material Cost element for non-stock material Material group for external operation

Task 3:

Only SAP Use

2.

Group all external services and materials under one purchase requisition number.

3.

Assign the partner determination procedure PM## to your order type. The role responsible is the partner function for the order header.

4.

Determine the address data in the following sequence: Order → Equipment → Functional location.

5.

The default value for the control key for your order type is to be PM01.

6.

Ensure that change documents are generated.

7.

Create an order with the order type LO## (any priority) for the equipment TEQ-##.

8.

Change the responsible work center to MECHANIK. Save the order.

9.

Call the order again, determine the following data and specify whether the data is correct, according to your Customizing settings.

Partner

Internal

Priority type ## and the object information key ## should be valid.

SAP

1.

Use

Partner

The following settings should also be made for your order type LO##. (Which Customizing function must you choose to make each setting?):

Internal

Additional Settings

Order number

Only

Start/end date Control key, internal operation Address data Action log

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PLM315

Lesson: Order Planning

Solution 3: Setting Up an Order Type: (II) Task 1: Default Value Profiles

EXS##

EXM##

Cost element

417000

415000

Purchasing organization

1000

1000

Purchasing group

0##

0##

Material group

007

010

a)

SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.

SAP Use

EXM##

417000

415000

2.

1000

Purchasing group

0##

0##

Material group

007

010

Assign the profile EXS## for external processing and the profile EXM## for an external material for your order type LO## and for the maintenance planning plant 1000. Which Customizing function do you choose? a)

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Default Values for Task List Data and Profile Assignments

Continued on next page

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63

Only

Internal

Purchasing Organization 1000

Partner

Cost Element

EXS##

SAP

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Create Default Value Profiles for External Procurement

Use

Partner

Define the default value profile EXS## for external processing data and EXM## for external materials with the following parameters:

Internal

Only

1.

Unit 2: Planning

PLM315

3.

It should also be possible to select operations and replace the work center when incorporating a task list. Which checkboxes do you activate? a)

The same Customizing option as in the previous step. Activate the Operation selection and Work center selection checkboxes.

1.

Supplement one of your orders as follows: Assign an internal operation and then an external operation using the control key PM02. The internal operation should also contain a non-stock material. Save the order.

2.

SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change

Call the order again and determine the following data:

Use

Partner

a)

PurchReq. no. External operation PurchReq. no. Non-stock material

SAP

SAP

Cost element for non-stock material Material group for external operation

PurchReq. no. External operation

100xxxxx

PurchReq. no. Non-stock material

100xxxxx

Cost element for non-stock material

415000

Material group for external operation

007

Only

Internal

Call the order again and determine the following data:

Partner

Use

a)

Internal

Only

Task 2:

Continued on next page

64

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Order Planning

Task 3: Additional Settings The following settings should also be made for your order type LO##. (Which Customizing function must you choose to make each setting?): 1.

Priority type ## and the object information key ## should be valid. SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG. Priority

In the dialog box, choose Define Priority Type for Orders and assign the priority type ##. Object Information

SAP

2.

Group all external services and materials under one purchase requisition number.

Use

Set the indicator for the collective purchase requisition. 3.

Assign the partner determination procedure PM## to your order type. The role responsible is the partner function for the order header. a)

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Partner → Define Partner Determination Procedure and Partner Function In the dialog box, choose Assign Partner Determination Procedure to Order. Assign the partner determination procedure ## to your order type and enter the order role Responsible (VW).

Continued on next page

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65

Only

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Change Docs, Collective Purc. Req. Indicator , Operation No. Interval

Partner

a)

SAP

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Object Information → Assign Object Information Keys to Order Types

Use

Partner

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → General Data → Define Priorities

Internal

Only

a)

Unit 2: Planning

PLM315

4.

Determine the address data in the following sequence: Order → Equipment → Functional location. a)

5.

The default value for the control key for your order type is to be PM01. Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Control Key → Maintain Default Values for Control Keys for Order Types

SAP

LO##

Category

OKP

Z1

1

Z2

3

Z3

2

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Change Docs, Collective Purc. Req. Indicator , Operation No. Interval Set the indicator for the creation of change documents.

Create an order with the order type LO## (any priority) for the equipment TEQ-##. a)

SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create General Order type

LO##

Equipment

TEQ-##

Continued on next page

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Only

7.

Partner

Use

Order type

Ensure that change documents are generated. a)

Internal

1000

SAP

6.

Planning plant

Use

Partner

Click New Entries and make the following settings:

Internal

a)

Only

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Access Sequence for Determining Address Data

PLM315

Lesson: Order Planning

8.

Change the responsible work center to MECHANIK. Save the order. a)

SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Change the work center responsible in the order's header data.

9.

Call the order again, determine the following data and specify whether the data is correct, according to your Customizing settings.

Only

Internal

Order number Start/end date Control key, internal operation

Partner

Address data Action log SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change

Use

a)

Use

Select

Start/end date

Current date

Select

Control key, internal operation

PM01

Select

Address data

From equipment

Select

Action log

Change of main work center

Select

Only

Internal

800xxx

Partner

Order number

SAP

SAP

Correct?

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Lesson Summary You should now be able to: • Define and configure order types in plant maintenance • Define and configure maintenance activity types • Define and assign external processing profiles • Define and assign control keys

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

68

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2006/Q2

PLM315

Lesson: Work Center

Lesson: Work Center Lesson Overview This lesson shows the structure and use of the work center for plant maintenance.

Lesson Objectives

Only

The project team would like to present its company's own maintenance group as the plant maintenance work centers in the system.

Describe the structure of the work center and use the work center

Business Example

Use

Work center Definition

SAP Use

You use work centers to execute operations for routings and orders.

•

Partner

Function

Internal

The work center is an organizational unit that can carry out work. It specifies where operations can be carried out and who do so. Machines, people, and groups of people, as well as others, can be defined as work centers.

Work center data forms the basis for: cost, capacity, and target date calculation

You can use work center data to help:

2006/Q2

Only

• •

Define which machines or personnel should be used for the operations Calculate costs, capacities and target dates for the operations

© 2006 SAP AG. All rights reserved.

SAP

• •

Internal

•

Partner

After completing this lesson, you will be able to:

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Partner

Only

Internal Use

Figure 23: Work Center Data

Work center data is used for the following business functions:

•

•

Available capacity

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Only

Internal

•

Partner

Use

• •

Basic data - contains the description, work center category (for example, Plant Maintenance), and task list usage (which routings the work center may be used for). Default values - contain, for example, a default control key. Capacity - available capacity is usually entered as the standard available capacity with the specifications - factory calendar, work start and end, level of individual capacity (= number of people) and operating time per capita. The available capacity can be restricted according to time, or can be organized in shifts differing from the standard available capacity. Scheduling - the operation dates are calculated on the basis of lead times (duration of operation), starting from the basic start or end dates. Costing - internal personnel costs are assigned on the basis of the activity types defined in Controlling. The activity types contain the assignment to an hourly rate. Activity types are assigned indirectly using a cost center, not directly to the work center. Personnel data - in addition to defining available capacity, people (= personnel numbers from Human Resources) or positions can be assigned in the work center.

SAP

SAP

•

PLM315

Lesson: Work Center

Definition • •

Available capacity is the work that can be provided by a unit of capacity at one work center for each working day. Available capacity is defined using work start and finish, duration of breaks, capacity utilization, and number of individual capacity units.

Function Available capacity forms the basis for:

Available capacity refers to the capacity available within a specific period. Available capacity is determined by: Work starting and finishing times Length of breaks Capacity utilization level of the capacity units The number of individual capacity units that make up total capacity

Use

Partner

• • • •

Internal

Only

•

In Capacity, the system saves the time worked and the daily available capacity for each work center. Available capacity can be defined for one work center or for all work centers.

SAP

SAP Only

Internal

Use

Partner

Figure 24: Available Capacity in the Work Center

The standard available capacity is valid if no interval of available capacity has been defined. The standard available capacity is defined using the shift starting and finishing times, break lengths, and number of individual capacity.

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The system uses the above data to calculate capacity unit working time. The period for which the standard available capacity is valid has no limit. If you have specified validity periods for available capacity, these are referred to as intervals of available capacity. This is the capacity available within a specific period of validity. To define an interval of available capacity, you can determine shift programs that will also be valid for all work centers for a fixed time period.

Only

Capacity requirement Definition

Capacity requirement source:

Orders are the focal point of capacity planning. Orders generate requirements which in turn increase the strain on capacity of the resources needed to execute the orders.

Repair order Preventive maintenance order Refurbishment order

Use

Only

Internal

Partner

An order's requirement is calculated using the sum of work times scheduled for the operations (field: Resources required).

SAP

• • •

Use

Partner

Required work resulting from an operation for an order which should be performed by a particular work center within a fixed period of time.

SAP

•

Internal

Start, finish, and break times are specified for work centers in a shift.

72

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PLM315

Lesson: Work Center

Short Overview of Capacity Planning

Use

Partner

Only

Internal

Figure 25: Areas of Capacity Planning

SAP

When evaluating the capacity situation, capacity requirements are compared to available capacity. Available capacity specifies the available capacity per workday. Capacity requirements specify the capacity required by the orders at a fixed point in time.

Capacity evaluation Capacity leveling

Capacity leveling is performed to adjust work center capacity overload or under-use. It also helps to optimize the use of labor and machinery and to select appropriate resources.

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73

Only

Internal

• •

Partner

Use

SAP

Capacity planning can be divided into two areas:

Unit 2: Planning

PLM315

Use

Partner

Only

Internal

Figure 26: Assignment of Personnel

SAP

When using HR, individuals who are stored in HR in a personnel master record with a personnel number can be assigned to a maintenance work center.

SAP

You can only assign people, qualifications and positions to work centers if you use Human Resources (HR).

Only

Internal

Use

Partner

Figure 27: Assigning an Employee to an Order

74

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Work Center

When people are assigned to the maintenance work center, they can be assigned to different places in the maintenance order: 1.

Assignment of employee responsible in the order header To do this, the order type must have a partner determination procedure with the Person Responsible (PR) function and the field in the order header must be activated

Only

Assignment of employee to operation Assignment of several employees to the operation's requirements assignment Splits can be generated manually or automatically here, meaning that the work in the operation is divided among several people.

Several partners are assigned to the order (from the partner determination procedure for the order type). The work to be done is distributed automatically and equally among these partners (partner type person). This takes place in the form of automatically generated requirement assignments (splits) for the operation.

Use

Only

Internal

A split is generated only once for operations which are subsequently added.

Partner

Hint: Automatic generation of splits is only possible once when the order is created. If you subsequently change the order, the split is not automatically changed.

SAP

SAP

A split partner role must be assigned to the order type before automatic split generation can take place.

Use

Partner

Automatic split generation:

Internal

2. 3.

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Unit 2: Planning

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Partner

Only

Internal

Figure 28: Graphical Monitor

SAP

SAP

The capacity load records for all technicians assigned to a work center are displayed.

Use

You use the graphical monitor to display an updated overview of the work that has been assigned to individuals in a work center. The graphical monitor is automatically updated at fixed intervals of time. You thus have a current overview of several people and, when required, of several orders at the same time.

Use

Hint: The graphical monitor only shows capacity load for people who have been assigned to the order in the form of a capacity split (Requirements assignment tab page in the order).

76

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Only

A prerequisite for the use of the graphical monitor is that personnel have been assigned to the specified work center using the Time Management (PT) application component.

Shift schedules Presence and absence (these are depicted differently from work times) On call availability

Partner

• • •

Internal

The following HR data is integrated:

PLM315

Lesson: Work Center

Partner

Only

Internal

Use

Partner

The maintenance order must also have a system condition at the header level.

SAP

To display maintenance orders for a production work center, the number of the PP work center must first be entered in the technical object's location data.

If a maintenance order has been written for a machine being used as a production work center, production planners should be able to see all pending maintenance orders and the production orders for this work center on their planning boards.

Use

SAP

Only

Internal

Figure 29: PM-PP Integration

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Unit 2: Planning

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Customizing Checklists

Use

Partner

Only

Internal

Figure 30: Work Center Customizing

SAP

SAP Only

Internal

Use

Partner

78

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Work Center

Exercise 4: Work Center Exercise Objectives After completing this exercise, you will be able to: • Create a maintenance work center

Internal

Only

Business Example The company would like to present its own maintenance group as the plant maintenance work centers in the system.

1.

Arbeitsplatz anlegen

Partner

SAP Use

Which values do you enter? Person responsible for the work center

Internal

Task list usage Standard value key Control key

Only

Cost center Activity type – internal processing Formula key 2.

Available capacity

Continued on next page

2006/Q2

© 2006 SAP AG. All rights reserved.

SAP

Create a new work center T-EW## (= electrical workshop, group ##) in plant 1000 with work center category 0005. The work center should only be used in Plant Maintenance and has no standard values. The person responsible for the work center is 0##. Use the control key for internal processing. The work center is in cost center 4300 and is allocated there using activity type 1410. Maintenance task lists have been planned as the task list usage.

Use

Partner

Task:

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Define the following available capacity for the Person capacity category in work center T-EW##: Employees work one shift from 7:00 a.m. to 5:00 p.m. with a one-hour break. The number of days worked is based on the factory calendar valid for plant 1000. Four technicians who are available for processing planned orders 60% of the time work in the workshop. Which values do you enter? Capacity category

Only

Internal

Processing formula Requirements Base unit of measure Factory calendar ID

Partner

Start/finish/length of breaks Capacity utilization factor Individual capacity

Use

What are the resulting available capacity values?

SAP

SAP

Operating time Capacity

Only

Internal

Use

Partner

80

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Work Center

Solution 4: Work Center Task: 1.

Arbeitsplatz anlegen

Only Partner

Which values do you enter?

Internal

Create a new work center T-EW## (= electrical workshop, group ##) in plant 1000 with work center category 0005. The work center should only be used in Plant Maintenance and has no standard values. The person responsible for the work center is 0##. Use the control key for internal processing. The work center is in cost center 4300 and is allocated there using activity type 1410. Maintenance task lists have been planned as the task list usage.

Person responsible for the work center

Use

Task list usage Standard value key

SAP

SAP

Control key

Only

Internal

Use

Partner

Continued on next page

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Unit 2: Planning

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Cost center Activity type – internal processing Formula key SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Environment → Work Centers → Work Center →Create Plant

1000

Work center

T-EW##

Work center

005

SAP Use

Person responsible for the work center

0##

Task list usage

004

Standard value key

SAP0

Control key

PM01

Cost center

4300

Activity type – internal processing

1410

Formula key

SAP008

Available capacity

Which values do you enter?

Continued on next page

82

© 2006 SAP AG. All rights reserved.

2006/Q2

Only

Define the following available capacity for the Person capacity category in work center T-EW##: Employees work one shift from 7:00 a.m. to 5:00 p.m. with a one-hour break. The number of days worked is based on the factory calendar valid for plant 1000. Four technicians who are available for processing planned orders 60% of the time work in the workshop.

Partner

Internal

electrical workshop, group ##

SAP

2.

Object description

Use

Partner

Data release

Internal

Only

a)

PLM315

Lesson: Work Center

Capacity category Processing formula Requirements Base unit of measure Factory calendar ID Start/finish/length of breaks Capacity utilization factor

Only

Internal

Individual capacity What are the resulting available capacity values?

Partner

Operating time Capacity

SAP Use Internal

Formula key

SAP008

Base unit of measure

H

Factory calendar ID

Leave blank

Start/finish/length of breaks

07:00:00 / 17:00:00 / 01:00:00

Capacity utilization factor

60

Individual capacity

4

Partner

002

SAP

Capacity category

Use

a)

Available capacity data: 5.40 H

Capacity

21.60 H

© 2006 SAP AG. All rights reserved.

Only

2006/Q2

Operating time

83

Unit 2: Planning

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Lesson Summary You should now be able to: • Describe the structure of the work center and use the work center

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

84

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2006/Q2

PLM315

Lesson: Controlling in the Planning Phase

Lesson: Controlling in the Planning Phase Lesson Overview This lesson describes controlling for maintenance orders in the planning phase.

Lesson Objectives Use and set up costing in the order Calculate surcharges List commitments

Business Example Controlling of maintenance orders is to take place as part of the company's overhead cost controlling. You need to set up costing for order resources for this purpose. Overhead rates are also to be calculated for certain resources.

SAP

Externally procured services and materials are to be listed in the orders as commitments.

SAP

Use

Partner

• • •

Internal

Only

After completing this lesson, you will be able to:

Only

Internal

Use

Partner

Costs in the Order

Figure 31: Terms in Maintenance

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Unit 2: Planning

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Order values can be classified according to costs, services, and settlements depending on the type of maintenance task (order type) and the processing phase of the order. •

•

Use

Partner

•

Internal

Only

•

Costs: Costs are generally the value-based consumption of production factors for activity output and input, and for securing the necessary capacity within the company. Activities: Activities are the result of the combination of factors in the company; that is, the goods and services created during business. Settlements: Settlements are complete or partial allocations of the costs determined for an object to another object. When resources are consumed, the maintenance order is debited with the cost of the resource consumption. The settlements credit the order by passing the costs on to another object. Expenses / revenues: Costs for an order usually also represent expenses, while activities are not usually regarded as revenues, since they are not sold.

SAP

SAP

Organizational levels accounting and logistics Client: The client represents the company or group and forms the data basis for the entire company. Chart of accounts: Every company code in the SAP system uses G/L accounts from the same chart of accounts. The G/L accounts within a chart of accounts are unique. You can define the identifiers for the charts of accounts as you wish.

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Internal

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Figure 32: Value Flow in Maintenance Orders

PLM315

Lesson: Controlling in the Planning Phase

Controlling area A controlling area is an organizational unit used to represent a closed system for cost accounting purposes. There is usually a 1:1 relationship between the controlling area and the company code. Several company codes can be assigned to one controlling area for cross-company code cost accounting.

Only

Use

Partner

Business area: The business area represents an organizational unit for which internal reporting can be set up. There can be several business areas for a company code, but these also apply to all other company codes. For this reason, the business areas must have the same meaning in all company codes. Use of this organizational level is optional. You will use the business areas if you want to create a balance sheet and a profit and loss statement for additional internal areas and not only for company codes.

Internal

Company code: Entry, saving, and further processing of business transactions, and account management take place at company code level in accounting. You can set up several company codes for each client, for example so as to perform accounting for several independent international subsidiaries at the same time. However, you must set up at least one company code.

SAP

SAP Only

Internal

Use

Partner

Figure 33: Organizational Levels Accounting and Controlling

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PLM315

Internal

Figure 34: Cost Center Usage in Plant Maintenance

SAP Use

Partner Only

Internal

SAP

In the case of repair, inspection, or maintenance orders, the order is debited with planned costs for the required resources dispatched. Each time resources are consumed, the order is debited with actual costs for the resource values, and these costs are allocated during settlement, which credits the actual costs to the order. The following applies to refurbishment orders: when required resources are dispatched, the order is debited with planned costs to the value of these resources. Each time resources are consumed, the order is debited with actual costs for the resource values, and the difference between the actual costs from resource consumption and the activities is allocated during settlement, which credits the actual costs to the order. Services and settlements are always regarded as negative costs.

Use

Partner

Only

Unit 2: Planning

Figure 35: Costs in Maintenance Processes

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Lesson: Controlling in the Planning Phase

A distinction can be made between the following costs, depending on the processing phase of the order:

•

Overhead Rates

SAP Use Internal

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Only

Other common overheads include administrative and sales overhead rates. These overheads can also be used to monetize resources consumed in the order that are not listed separately, such as administration, transportation, and the like. If these costs refer to planned resources, they then represent further planned costs, and if they refer to consumed resources, they represent additional actual costs and are listed as such in the order.

Partner

An overhead rate is a lump-sum, percentage, or amount-related additional charge on direct costs that allows you to assign overheads to cost accounting objects according to their origin. For example, overhead rates are levied on costs from material cost centers by debiting the order with this surcharge according to material withdrawals and crediting the material cost centers.

SAP

Besides the valuation of dispatched and consumed resources for an order, which displays planned and actual costs and takes the prices of these resources into account, you can also determine overhead rates.

Use

Partner

•

Estimated costs: Used in resource-neutral order planning to specify the anticipated cost volume for an order. The estimated costs are entered manually in the order. You can enter estimated costs as a manual reference value before releasing the order. The cost estimate can take place as an overall estimate for the order or based on value categories (own staff, external staff, own material, and so on). Estimated costs are updated to the information system (PMIS) for use in later evaluations. Planned costs: Planned costs are determined automatically for the order based on the cost estimate when dispatching order-specific resources (operations with internal activities, materials, and so on). Planned costs cannot be maintained manually. Actual costs: The order is automatically debited with actual costs during costing as a result of resource consumption (internal activities, materials, and so on). You cannot enter actual costs manually.

Internal

Only

•

Unit 2: Planning

PLM315

Use

Partner

Only

Internal

Figure 36: Overheads on Planned Costs

SAP

SAP

Overheads on planned costs are determined during the standard cost estimate; that is, they are calculated automatically when you save the order or when this is explicitly requested during order processing when a specific cost determination function is executed. It is only possible to determine planned overheads if a costing sheet is entered in the planned costing variant that applies to the order type in question.

Only

Internal

Use

Partner

Figure 37: Overheads on Actual Costs

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Lesson: Controlling in the Planning Phase

Actual overheads are also determined if a costing sheet is entered in the actual costing variant. However, overheads for consumed resources are not determined automatically for each consumption posting (confirmation, material withdrawal, ...). You must start determination separately. Only then is the order debited with overheads on actual costs.

Commitments Management

Only

Use

Partner

Internal

Commitments are contractual or MRP-relevant obligations that are not entered in accounting but that lead to actual costs as a result of various business transactions. Commitments Management is used to enter these obligations at an early stage and to analyze their cost- and finance-related results, for example for purchase orders. Order commitments are used to separately update and monitor certain resources, in particular resources that are required for external procurement. Commitment values are updated in parallel with order planning and execution; that is to say, both the standard cost estimate and actual costing influence the commitment data. You must activate Commitment Management in Customizing for the order type in question.

SAP

SAP

The commitment data is built up when the scheduled order resources are valuated. Since the commitment value is not built up for internal activities, for example, it can be smaller than the planned costs of the order.

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Figure 38: Building Up Commitments

Unit 2: Planning

PLM315

Partner

Only

Internal

Figure 39: Updating Commitments

SAP

SAP

Use

Order commitments can increase as a result of activities that take place outside of order processing, such as the conversion of a purchase requisition to a purchase order with a price increase, or manual entry of purchase orders assigned to the order. As a result of these planning steps, the commitment values can exceed the planned costs.

Only

Internal

Use

Partner

Figure 40: Reducing Commitments

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Lesson: Controlling in the Planning Phase

Order commitments are reduced by corresponding steps taken relative to planning, such as the entry of a goods receipt with reference to the purchase order. The commitment values that are to be reduced are determined as a result of the actual costing. The order commitments should ideally be zero once all obligations received during planning have been honored.

Order Hierarchies

Only

Use

Partner

Internal

You can use order hierarchies to map and analyze larger related projects. Each order can refer to a different object to be planned and a different settlement rule. Each order can also be a cost object, and the costs involved can be analyzed together for a hierarchy in reporting.

SAP

SAP

Internal

Use

Partner

Figure 41: Order Hierarchies

Only

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Controlling for Refurbishment

SAP

SAP

In the case of refurbishment, an order not only lists planned and actual costs, but also activities. These refer to the material "for delivery" resulting from refurbishment. The cost report (CO report) lists these activities as negative values under Delivery.

Use

Partner

Only

Internal

Figure 42: Costs and Activities in Refurbishment

Only

Internal

Use

Partner

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Lesson: Controlling in the Planning Phase

Customizing Checklists

Use

Partner

Only

Internal

SAP

SAP

Figure 43: Customizing Settings for Controlling

Only

Internal

Use

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Unit 2: Planning

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Only

Internal

SAP

SAP Only

Internal

Use

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PLM315

Lesson: Controlling in the Planning Phase

Exercise 5: Controlling in the Planning Phase Exercise Objectives

Only

Business Example

Partner

To make life easier for decision makers, standard orders are to be assigned manually planned estimated costs, wherever possible. During the planning phase for a maintenance order, you want to display its cost situation using planned costs calculated based on the scheduled resources.

Use

You want to be able to display the cost situation at any time during planning and processing of the maintenance order.

SAP

SAP

Task 1: Costs in Plant Maintenance 1.

Display the cost profile in Customizing.

Use

Partner

Which path do you choose? Which value categories does the cost profile contain? Check the assignment of cost elements to value categories. How and where do you make this assignment? 3.

Estimated, planned, and actual costs Create a new maintenance order with order type LO## for your equipment TEQ-##. First, carry out a cost estimation based on the value categories in the cost profile. Then schedule your workshop T-ME## for 5 hours. The rubber seal DG-1000 is to be replaced. Then execute the task. How do you do this? Continued on next page

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Internal

2.

Internal

After completing this exercise, you will be able to: • Set up and perform costing in a maintenance order • Set up and use cost views in a maintenance order

Unit 2: Planning

PLM315

4.

Now check the estimated, planned, and actual costs of your order. Display the cost structure of the order, both according to value categories and according to cost elements. How do you do this?

5.

Check the rules for determining planned costs in the order according to the Customizing settings and the relevant order data and other data.

Only

Task 2:

Partner

Determine surcharge 1.

Determine the actual surcharges for your order.

Internal

Which Customizing settings or other settings are relevant for standard cost estimates?

Which path do you choose?

Use

Task 3: Open item management

SAP

SAP

1.

Select the open item management indicator for your order type LO##. How do you do this? Enter an order with the order type PM01 and plan an operation with the control key PM01 and an operation quantity of 2 AU (activity units) and enter a valuation price. Which path do you choose?

Internal

Release the order and save your changes. What order number was assigned by the system? Check whether a commitment value is displayed for your order.

Only

3.

Which path do you choose? What is the commitment displayed? 4.

Enter a purchase order for 1 AU (one activity unit) for your order and then check the commitment value. Which path do you choose? Which purchase order number is assigned? What is the commitment displayed? Continued on next page

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2.

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Lesson: Controlling in the Planning Phase

5.

Enter a goods receipt for 1 AU goods receipt for your order. How do you do this? Which document number does the system assign?

Use

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Only

Internal

SAP

SAP Only

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Unit 2: Planning

PLM315

Solution 5: Controlling in the Planning Phase Task 1: Costs in Plant Maintenance 1.

Display the cost profile in Customizing.

Only

Which value categories does the cost profile contain? a)

SAP standard menu → Tools → Customizing → IMG → Execute Project

Use Internal

Description

400

Internal materials / spares

415

Material - direct reference

417

External services

615

Internal labor

800

Revenues

890

Spares (own production)

999

Miscellaneous

Partner

2.

Value category

SAP

SAP

Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → Settings for Display of Costs → Define Default Values for Value Categories

Use

Partner

Choose Display SAP Reference IMG.

Internal

Which path do you choose?

Check the assignment of cost elements to value categories.

Only

Continued on next page

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Lesson: Controlling in the Planning Phase

How and where do you make this assignment? a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG.

Partner SAP

400

400000 - 410300

415

415000

417

417000; 700000

615

615000 - 626300

800

800000 - 809999

890

890000 - 899999

999

1 - 9999999999

3.

Estimated, planned, and actual costs

First, carry out a cost estimation based on the value categories in the cost profile. Then schedule your workshop T-ME## for 5 hours. The rubber seal DG-1000 is to be replaced. Then execute the task.

Continued on next page

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Internal

Create a new maintenance order with order type LO## for your equipment TEQ-##.

Partner

Use

This means that all costs that debit the order using the cost elements listed above are displayed using the corresponding value categories.

SAP

Cost elements

Use

Value category

Internal

Only

Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → Settings for Display of Costs → Assign Cost Elements to Value Categories

Unit 2: Planning

PLM315

How do you do this? a)

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General) Order type LO## Estimate costs Costs tab, Costs subtab

Only

The total estimated costs is displayed in the Costs field in the order header.

Enter a workload of 5 hours in operation 0010. Choose List on the detailed screen for operation 0010 on the Components tab to access the bill of material for the equipment and select material DG-1000. Then release the order for processing - release and save.

SAP

Perform time confirmation and goods movement

Use

Enter order number.

Internal

Choose Operation Data (magnifying glass) in the Time confirmation screen area. The system loads the material scheduled for the operation.

Partner

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Overall Completion Confirmation

SAP

Execute order

Use

Partner

Plan order

Internal

You can enter the estimated costs directly in the lines for the corresponding value categories in the Estimated costs column.

Enter storage location 0001 and save the data. Now check the estimated, planned, and actual costs of your order. Display the cost structure of the order, both according to value categories and according to cost elements.

Continued on next page

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4.

PLM315

Lesson: Controlling in the Planning Phase

How do you do this? a)

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Display Display according to value categories Costs tab, Overview subtab Estimated costs: as entered manually

Only Partner

Actual costs: if the number of hours and material withdrawal do not deviate from planning, the actual costs are the same as the planned costs in the categories Internal Labor and Internal Materials. However, the system does not automatically calculate overhead costs for actual costs. This is a separate step (see Determine surcharge).

Use

Display according to cost elements Costs tab, Rep. Plan/Act. button Check the rules for determining planned costs in the order according to the Customizing settings and the relevant order data and other data.

SAP

SAP

5.

Internal

Planned costs: calculated automatically based on the resources planned. Overhead rates are also calculated automatically.

Only

Internal

Use

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Continued on next page

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Unit 2: Planning

PLM315

Which Customizing settings or other settings are relevant for standard cost estimates? a)

Costing Variants SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG

Only

Variant PM01

>Valuation variant PM0 - Maintenance order The valuation variant contains pricing strategies for all resource types (material, internal, external processing, and so on). The costing variant must be assigned to the order type:

SAP Use

Stock material: 1. Subcontracting component item in order must be costing-relevant

3. Accounting screen (1) in material master must be maintained and contain a price Internal service: 1. The work in the operation must be specified in the Work field 2. The activity type in the operation must have a price for the current fiscal year 3. The Cost indicator must be selected in the control key of the operation.

Continued on next page

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Internal

2. For planning using a BOM: BOM item must be costing-relevant

Partner

Additional important settings:

SAP

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance and Service Orders → Assign Costing Parameters and Results Analysis Keys

Use

Partner

>Costing type 05 - Maintenance order

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance and Service Orders → Maintain Costing Variants

PLM315

Lesson: Controlling in the Planning Phase

Task 2: Determine surcharge 1.

Determine the actual surcharges for your order. Which path do you choose? Standard SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion → Individual Processing → KGI2 - Determine Actual Cost Surcharges Enter the current period and order number; delete the Test Run indicator. SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Display

Partner

Costs tab, Actual costs column, Overhead rates line

Internal

Only

a)

Task 3:

Use

Open item management 1.

Select the open item management indicator for your order type LO##.

SAP

a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG

Use

2.

Enter an order with the order type PM01 and plan an operation with the control key PM01 and an operation quantity of 2 AU (activity units) and enter a valuation price. Which path do you choose? Release the order and save your changes. What order number was assigned by the system? a)

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General) Continued on next page

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Internal

Access the details on the order type and select the Open item management indicator.

Partner

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types

SAP

How do you do this?

Unit 2: Planning

PLM315

3.

Check whether a commitment value is displayed for your order. Which path do you choose? What is the commitment displayed? a)

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Extras → Cost Reports → Budget/Commitments

Only

Commitment: The system displays the purchase requisition commitment.

Partner

4.

Enter a purchase order for 1 AU (one activity unit) for your order and then check the commitment value. Which path do you choose?

Internal

List: Budget/Actual/Commitments

Which purchase order number is assigned? SAP standard menu → Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known Document Overview On Choose My Purchase Requisitions

Use Internal

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Extras → Cost Reports → Budget/Commitments

Only

List: Budget/Actual/Commitments Commitment: The system displays the purchase requisition commitment. Hint: You can display a view of the commitment line items by double clicking on the amount in the Commitment column - this view displays both the purchase requisition and the purchase order with the corresponding value. Continued on next page

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Partner

Drag the purchase requisition onto the shopping cart and enter the vendor 1000; save your entries.

SAP

SAP

a)

Use

What is the commitment displayed?

2006/Q2

PLM315

Lesson: Controlling in the Planning Phase

5.

Enter a goods receipt for 1 AU goods receipt for your order. How do you do this? Which document number does the system assign? a)

SAP standard menu → Logistics → Materials Management → Inventory Management → Goods Movement → Goods Movement (MIGO)

Select the indicator Item OK at the bottom of the screen and save your entries.

Extras → Cost Reports → Budget/Commitments List: Budget/Actual/Commitments >> If the goods receipt value is the same as the purchase order value, the commitment is cancelled out completely.

Use

Partner

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change

Internal

Only

Choose Goods Receipt Purchase Order and enter your purchase order number.

SAP

SAP Only

Internal

Use

Partner

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Unit 2: Planning

PLM315

Lesson Summary You should now be able to: • Use and set up costing in the order • Calculate surcharges • List commitments

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Unit Summary

Unit Summary

Only

Use

Partner

Internal

You should now be able to: • Define and configure order types in plant maintenance • Define and configure maintenance activity types • Define and assign external processing profiles • Define and assign control keys • Describe the structure of the work center and use the work center • Use and set up costing in the order • Calculate surcharges • List commitments

SAP

SAP Only

Internal

Use

Partner

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10 9

Internal

Use

SAP

Partner

Only

Internal

Use

SAP

Partner

Only

Unit Summary

PLM315

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Unit 3 Unit Overview

Use

Partner

This chapter is based on the chapter Planning Maintenance in the course PLM300 and repeats the concept of controlling maintenance orders. The course also provides more detailed information on using maintenance orders during the controlling phase, together with a wealth of detailed functions and the corresponding Customizing settings.

Internal

Only

Controlling

Unit Objectives After completing this unit, you will be able to:

SAP Use

Lesson: Material Availability Check .. ... .. ... ... ... .. .. . ... ... .. ... ... .. ... ... . .. 112 Exercise 6: Material Availability Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Lesson: Scheduling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Exercise 7: Scheduling . ... ... .. ... ... .. ... ... ... .. .. . ... ... .. ... ... .. ... ... ... 127 Lesson: Printing ... ... ... . . ... ... ... .. ... ... .. ... ... ... .. .. . ... ... .. ... ... .. ... ... ... 136 Exercise 8: Printing .. ... ... ... .. ... ... .. ... ... ... .. .. . ... ... .. ... ... .. ... ... ... 139

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Internal

Unit Contents

Partner

Run a material availability check Set the parameters necessary for a material availability check Schedule maintenance orders Set the relevant scheduling parameters Carry out and print the print control settings Carry out necessary Customizing settings for printing notifications or orders.

SAP

• • • • • •

Unit 3: Controlling

PLM315

Lesson: Material Availability Check Lesson Overview This lesson shows how the material availability check is run for plant maintenance orders, and which Customizing settings are required.

Only

Run a material availability check Set the parameters necessary for a material availability check

The goal of the controlling phase is to place an order in process. To do this, the material situation for the order must be checked. The project team checks which Customizing settings for checking material availability for the order type should be used.

SAP

You must set up the following parameters before you can execute the controlling phase for maintenance orders:

SAP

Material availability check

Use

Business Example

• •

Internal

After completing this lesson, you will be able to:

Partner

Lesson Objectives

Only

Internal

Use

Partner

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Lesson: Material Availability Check

Internal

Only

PLM315

•

Material Availability Check Settings for order type and material master determine whether a material availability check is possible, how it should be run, and how shortfalls should be dealt with. Scheduling parameters

SAP

SAP

•

Determine how order operation start and finish dates should be calculated. •

Printer management

Only

Internal

Partner

The available shop papers, printing programs, and formulas per order type are determined here. User settings and print diversion can also be activated.

Use

Use

Partner

Figure 44: Setting Up an Order Type: (III)

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Unit 3: Controlling

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Use

Partner

Only

Internal

Figure 45: Material Availability Check

SAP

A check can be made in an open order or in an order release.

Use

These settings are determined for the combination of checking group and checking rule. The checking rules are then assigned to the order type. The checking group is recorded in the material master.

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Internal

Availability checks can be set to generate a dynamic check of all goods received/goods issued (order requirements, orders, stock in transfer, safety stock, etc.).

Partner

The availability check leads to a shortfall (FMAT) status being generated when there is a deficit in the warehouse. You can determine whether or not an order is allowed to be released despite shortfalls.

SAP

Availability checks are controlled by checking instructions consisting of checking rules and checking groups.

PLM315

Lesson: Material Availability Check

Partner

SAP

Customizing Checklists

The component list of an IH order can be changed using its own transaction (IW3K). Supplements and changes can thus also be made by employees who have no change authorization for the order.

Use

SAP

Only

Internal

Figure 46: Component List: Removed from Storage

Only

Internal

Use

Partner

Figure 47: Customizing Settings for Material Availability Check

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Unit 3: Controlling

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Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

116

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2006/Q2

PLM315

Lesson: Material Availability Check

Exercise 6: Material Availability Check Exercise Objectives After completing this exercise, you will be able to: • Set the parameters necessary for a material availability check

Internal

Only

Business Example Company order controlling should run material availability checks.

1.

Define availability check Assign rule PM to your order type in Plant 1000 for availability operations 1 and 2 to check material availability. When parts are missing, the user should decide whether or not to release the order in operation 2.

Use

Partner

Task:

SAP

SAP

PRT and capacity availability should not be checked. What do the following mean Availability function 1:

Partner

Use

Availability function 2:

2.

Run availability check Assign 1 piece each of warehouse materials 100-100 and 401-400 to one of your orders for reference object TEQ## and display the scope of the check. Material

open quantity

Quantity units

confirmed quantity

100-100 401-400

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Only

Internal

What do you enter here?

Unit 3: Controlling

PLM315

Solution 6: Material Availability Check Task: 1.

Define availability check

Only

PRT and capacity availability should not be checked. What do the following mean

Partner

Availability function 1:_ Availability function 2:_

Use

What do you enter here?

Internal

Assign rule PM to your order type in Plant 1000 for availability operations 1 and 2 to check material availability. When parts are missing, the user should decide whether or not to release the order in operation 2.

SAP

SAP Only

Internal

Use

Partner

Continued on next page

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PLM315

Lesson: Material Availability Check

a)

SAP Menu → Tools → Customizing → IMG → Execute Project Select SAP Reference IMG

Select New Entries. Plant 1000, order type LO##, availability function 1 (= check for open order)

Partner

Material availability area Activate Check material availability when saving order

Use

PMChecking rule PRT availability area Set No check

SAP

Plant 1000, order type LO##, Availability function 2 (= check availability of released order)

Use

Partner

Material availability area Check material availability when saving order: activate Checking rule: PM

PRT availability area Set No check Run availability check Assign 1 piece each of warehouse materials 100-100 and 401-400 to one of your orders for reference object TEQ## and display the scope of the check.

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119

Only

Internal

Release material: 1

2006/Q2

SAP

Select New Entries

2.

Internal

Only

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check for Materials, PRTs and Capacities → Define Inspection Control

Unit 3: Controlling

PLM315

Material

open quantity

Quantity units

confirmed quantity

100-100 401-400 a)

SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change

Partner

Material

open quantity

Quantity units

confirmed quantity

100-100

1

Pc

1

401-400

1

Pc

1

Internal

Only

Select Components tab page, and enter materials.

Select items and click Check material availability

Use

Select Continue.

Hint: Click Inspection Scope to display the scope of the check.

SAP

SAP

Select Continue.

Only

Internal

Use

Partner

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Lesson: Material Availability Check

Lesson Summary You should now be able to: • Run a material availability check • Set the parameters necessary for a material availability check

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

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Lesson: Scheduling Lesson Overview This lesson demonstrates the scheduling of maintenance orders and the relevant Customizing settings.

Only Partner

Scheduling

Schedule maintenance orders Set the relevant scheduling parameters

The goal of the controlling phase is to place an order in process. The dates must be checked. Using the Customizing settings the project team is able to check how the scheduling of the maintenance order can be fixed and optimized.

Use

Business Example

• •

Internal

After completing this lesson, you will be able to:

SAP

Lesson Objectives

SAP Only

Internal

Use

Partner

Figure 48: Scheduling

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Lesson:

Scheduling

During scheduling, the lead times for the operations (Duration field) are totaled and then either added to the basic start date (forwards scheduling) or subtracted from the basic end date (backwards scheduling). The start or end dates calculated in this way can deviate from the basic dates.

Only SAP

SAP

Order shift means that if you change the basic dates when an order is being executed, the system always uses the new basic dates for scheduling purposes, rather than the actual dates entered so far.

Use

Scheduling including breaks means that the break times from the work center masters are taken into consideration. If the indicator is not set, the total break time is distributed proportionally. The scheduling including breaks can only be used in connection with a shift sequence with scheduled breaks (in maintenance this is not usual).

Automatic scheduling means that the system always schedules the order when you save it.

Internal

Adjust basic dates means that the date entries scheduled always have priority over the basic dates.

Partner

For each order type, you can define the standard scheduling type. However, this can be changed on the header data screen for the service order. Each scheduling type refers to a scheduling method, for example, forward scheduling, backward scheduling, current date scheduling, no scheduling.

Only

Internal

Use

Partner

Figure 49: Scheduling Types

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This diagram shows how the system determines the dates for the three operations in an order (Op1 to Op3) dependent on the scheduling type. For the scheduling type Only capacity requirements, the capacity requirements are distributed equally across the period between basic start and basic end date.

For each scheduling type, you can set whether the time can also be entered for the basic dates, in addition to the date.

Partner

Use

The capacity loads already available are considered during capacity scheduling. Only those work centers that have the indicator Relevant for Capacity Scheduling are involved in capacity scheduling. For each operation to be scheduled, the system checks whether sufficient free capacity is available for it on the date calculated. If sufficient capacity is available, the operation is scheduled. If sufficient capacity is not available, the operation is shifted to a date when capacity problems do not arise.

Internal

Only

The basic dates are adjusted if necessary, depending on the setting for the order type. This means that the start date for the first operation is copied as the basic start date of the order and the end date for the last operation copied as the basic end date of the order.

SAP

SAP Only

Internal

Use

Partner

Figure 50: Relationships - Overview

A relationship describes time-based dependencies between two operations in a maintenance order. For example, a particular operation can only start once another operation has been completed, or an operation cannot be completed before another operation has been completed.

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Lesson:

Scheduling

Relationships are determined by two factors: • •

Type Time period

There are four types of relationship: •

Only Partner

The time period is the time between two operations that are linked by a relationship. For example, the waiting times between two working stages can be represented. If only some operations in an order are fully linked by relationships, the missing relationships can be regenerated using the Generate relationships function for an order. FS relationships are automatically generated here.

Use

SAP

•

Customizing Checklists

SAP

Internal

• •

Finish -> Start - The end of one operation is linked to the start of the next operation. Start - Start - The start of one operation is linked to the start of the next operation. Finish - Finish - The end of one operation is linked to the end of the next operation. Start -> Finish - The start of one operation is linked to the end of the next operation.

Only

Internal

Use

Partner

Figure 51: Customizing Settings for Scheduling

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Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

126

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PLM315

Lesson:

Scheduling

Exercise 7: Scheduling Exercise Objectives

Business Example

Partner

1.

Using the Customizing settings the project team is able to check how the scheduling of the maintenance order can be fixed and optimized.

Task 1:

Use

The dates must be checked.

SAP

The goal of the controlling phase is to place an order in process.

Internal

Only

After completing this exercise, you will be able to: • Schedule maintenance orders • Set the relevant scheduling parameters • Use and schedule relationships in maintenance orders

Defining Scheduling

Use

Partner

Which Customizing function do you use?

Which entries do you make?

Internal

SAP

Set up scheduling for the order type LO## in plant 1000 so that forward scheduling is performed, the dates are calculated automatically, and the basic dates are not adjusted.

Plant Order type

Only

Production scheduler Adjust dates Production scheduler Scheduling type Automatic scheduling

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Task 2: Performing Scheduling 1.

Create a new order with order type LO## for your equipment TEQ-##. Create four operations with your work center T-ME## with standard times (12-8-10-2 H).

Header

Start: Basic/Scheduled

End: Basic/Scheduled

Operations

Start

End

Internal

Only

Perform scheduling and check the following data:

0010

Partner

0020 0030 0040

Use

SAP

Add the general PM standard profile PM NETWORK for graphical display to your assigned profiles. Which Customizing function do you choose? Creating Maintenance Orders A technical system has to be moved. Your work center T-ME## has been given the task of setting up scaffolding and connecting your pump TEQ-##.

3.

Scheduling Dependencies

Only

Internal

Create a maintenance order with the order type PM01. Plan six operations (0010 - 0060) with standard times (work) and materials.

What options do you have for defining scheduling dependencies? 4.

Relationships and Operation Network Maintain the following relationships for your operations: 0020 and 0030 follow 0010, 0040 follows 0020 0050 follows 0030 Continued on next page

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Partner

2.

Relationships: Entering a Profile

SAP

1.

Use

Task 3:

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Lesson:

Scheduling

0060 follows 0040 and 0050 How do you do this?

Only Partner

5.

Net structure and Gantt chart

Use

Display your scheduling dependencies as a net structure and a Gantt chart.

Internal

Your operation 0010 should be performed after the operation 0010 of an order which you already created earlier. How do you do this?

How do you do this?

SAP

SAP Only

Internal

Use

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Solution 7: Scheduling Task 1: Defining Scheduling Set up scheduling for the order type LO## in plant 1000 so that forward scheduling is performed, the dates are calculated automatically, and the basic dates are not adjusted.

Internal

Only

1.

Which Customizing function do you use?

Partner

Which entries do you make? Plant Order type

Use

Production scheduler Adjust dates

SAP

SAP Only

Internal

Use

Partner

Continued on next page

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PLM315

Lesson:

Scheduling

Production scheduler Scheduling type Automatic scheduling a)

SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.

LO##

Production scheduler

*

Adjust dates

Do not adjust basic dates, dep. requirements to operation dates

SAP

Only Partner

Order type

Scheduling type

Forwards

Automatic scheduling

Select

SAP

1000

Use

Plant

Use

Performing Scheduling

Internal

Create a new order with order type LO## for your equipment TEQ-##. Create four operations with your work center T-ME## with standard times (12-8-10-2 H).

Partner

Task 2: 1.

Internal

Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Scheduling → Set Scheduling Parameters

Perform scheduling and check the following data: Start: Basic/Scheduled

End: Basic/Scheduled

Operations

Start

End

Only

Header 0010

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Header

Start: Basic/Scheduled

End: Basic/Scheduled

0020 0030 0040 SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General) Order type LO## Schedule operations and select Schedule.

Partner

Hint: You can see the scheduling data of the order type under the order header at Display Other Scheduling Data.

Relationships: Entering a Profile Add the general PM standard profile PM NETWORK for graphical display to your assigned profiles. Which Customizing function do you choose? SAP Menu → Tools → Customizing → IMG → Execute Project. Select Display SAP Reference IMG .

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Default Values for Task List Data and Profile Assignment Mark your order type and assign the following profile: Values

Profile - Plant Maintenance

0000001

Only

2.

Field Name or Data Type

Creating Maintenance Orders A technical system has to be moved. Your work center T-ME## has been given the task of setting up scaffolding and connecting your pump TEQ-##.

Continued on next page

132

© 2006 SAP AG. All rights reserved.

Partner

Use

a)

SAP

SAP

1.

Use

Task 3:

Internal

Only

a)

2006/Q2

PLM315

Lesson:

Scheduling

Create a maintenance order with the order type PM01. Plan six operations (0010 - 0060) with standard times (work) and materials. a)

SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General) Order type LO##

3.

Scheduling Dependencies

Internal

Only

What options do you have for defining scheduling dependencies? a) FS relationship

Partner

SS relationship FF relationship SF relationship

Use

4.

Relationships and Operation Network

SAP

SAP

Maintain the following relationships for your operations: 0020 and 0030 follow 0010, 0040 follows 0020

Partner

Use

0050 follows 0030 0060 follows 0040 and 0050

Your operation 0010 should be performed after the operation 0010 of an order which you already created earlier. How do you do this?

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Only

Internal

How do you do this?

Unit 3: Controlling

PLM315

a)

SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Go to → Graphic → Network Structure The operations can be linked to one another by using Connect:

Only

Linking to an external order: Go to the operations list and mark the operation 0010. Press Schedule.

Enter the order number, operation number 0010 and FS (= FS relationship). 5.

Net structure and Gantt chart Display your scheduling dependencies as a net structure and a Gantt chart.

Use

Partner

Go to the tab Relationships.

Internal

Go to the right half of the operation 0010 and lead to the left half of operation 0020 (the end of operation 0010 is linked to the beginning of operation 0020) and so on.

a)

SAP

SAP

How do you do this? SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Go to → Graphic → Network Structure

Partner

Use

Or

Only

Internal

Go to → Graphic → Gantt Chart

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Lesson:

Scheduling

Lesson Summary You should now be able to: • Schedule maintenance orders • Set the relevant scheduling parameters

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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PLM315

Lesson: Printing Lesson Overview This lesson demonstrates printing notification and shop papers. It also covers key print Customizing settings in the field of plant maintenance.

Only

Business Example

• •

Carry out and print the print control settings Carry out necessary Customizing settings for printing notifications or orders.

Internal

After completing this lesson, you will be able to:

Partner

Lesson Objectives

The project team defines the print parameters for printing orders and notifications.

Use

Printing

SAP

SAP Only

Internal

Use

Partner

Figure 52: Print Control

The shop papers used are defined. For each shop paper, you can define additional control indicators, such as delta printing, updating the print status for each operation or component. You can also mark the shop paper as a time ticket or confirmation slip.

136

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Lesson:

Printing

For each notification and order type, you define which shop papers can be printed, and which are printed as a system default setting. Shop papers must be specified for an order, otherwise printing is not possible. The selection field informs the system that a shop paper for an order type is proposed for printing. If the field is not selected, the user must enter manually which paper should be printed. The print diversion enables you to define that the print attributes of a particular shop paper are dependent on certain field contents in the order.

Only

Use

Partner

Internal

As soon as you have printed shop papers for a maintenance order, the system sets the appropriate status automatically and creates a log. You can use the log to determine which papers have already been printed, who initiated the print job, and when they were printed.

SAP

SAP

If an order and notification are assigned to one another, you can print all data and shop papers for both of them together, irrespective of whether you trigger printing from order or notification processing. The system displays all the order and notification papers for selection in the dialog box. You can also call up the standard print routines from all the print programs. All the data from all of the order and notification papers is available. This makes it possible to print out all order and notification data on one shop paper (for example, long text for the notification in the order paper). The issue of data is controlled by the output program (print output program). All print programs can be used both in the order and notification printout.

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Only

Internal

Use

Partner

Figure 53: Printing Notifications and Orders

Unit 3: Controlling

PLM315

The layout of the paper is defined by forms (there is a standard form available for all papers that can be modified as required).

SAP

Customizing Checklists

SAP

Orders can be printed using a separate transaction (IW3D). This means that employees, who otherwise do not have any authorization to change the order, can also print the order.

Use

Partner

Only

Internal

Figure 54: Dedicated Printing Transactions

Only

Internal

Use

Partner

Figure 55: Customizing Settings for Printing

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Lesson:

Printing

Exercise 8: Printing Exercise Objectives After completing this exercise, you will be able to: • Carry out and print the print control settings • Carry out necessary Customizing settings for printing notifications or orders

Only

The project team defines the print parameters for printing orders and notifications.

Define the order papers to be printed for your order type LO##. Which Customizing function do you choose?

Use

Paper

Description

Internal

Paper 1: Paper 2:

2.

Only

Paper 3: User-specific print defaults Set up user-specific print defaults based on the following specifications: – In planning plant 1000, for your planner group I##: – Print one copy of all papers on printer A000.

Continued on next page

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Partner

One paper should serve as instructions for the technician, another should notify warehouse management employees of the materials to be picked, and a third paper should remain with the maintenance supervisor in the workshop. Which papers have you selected?

SAP

SAP

1.

Use

Partner

Task 1:

Internal

Business Example

139

Unit 3: Controlling

PLM315

– Print two copies of the paper for warehouse management (material staging) only on the printer in the warehouse. – Do not print the papers immediately, but place them in a spool file first. – No cover sheets should be printed. Which Customizing function do you choose? What settings do you make?

Internal

Only

3.

User Maintenance planning plant Maintenance planner group

Partner

Paper Output device

Use

Number of copies New spool request Print immediately

SAP

4.

SAP

SAP cover page What does the Print diversion function mean?

Use

Printing the order

1.

How do you start printing the papers?

2.

Which shop papers are proposed and which default values do you enter? Paper

3.

140

Output device

Copy

Delta

Immediately

Delete

New

Print the shop papers and then display the print log.

© 2006 SAP AG. All rights reserved.

2006/Q2

Only

Internal

Either set up a new order for order type LO##, or use an existing order for this order type.

Partner

Task 2:

PLM315

Lesson:

Printing

Solution 8: Printing Task 1: Define the order papers to be printed for your order type LO##. Which Customizing function do you choose?

Paper

Use

Partner

One paper should serve as instructions for the technician, another should notify warehouse management employees of the materials to be picked, and a third paper should remain with the maintenance supervisor in the workshop. Which papers have you selected? Description

Paper 1:

SAP

SAP

Paper 2: Paper 3: SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.

In the dialog box, choose Define Shop Papers for Order Type. Select the following shop papers, click Copy as ... and assign your own order type as document type in the screen that appears. Paper

Description

Paper 1:2010

Operation control ticket

Paper 2:2030

Job ticket

Paper 3:2040

Pick list Continued on next page

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141

Only

Internal

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Print Control → Define Shop Papers, Forms and Output Programs

Partner

Use

a)

Internal

Only

1.

Unit 3: Controlling

2.

PLM315

User-specific print defaults Set up user-specific print defaults based on the following specifications: – In planning plant 1000, for your planner group I##: – Print one copy of all papers on printer A000. – Print two copies of the paper for warehouse management (material staging) only on the printer in the warehouse.

Only

– No cover sheets should be printed. Which Customizing function do you choose? SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG. Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Print Control → Define Printer

Use

Partner

a)

Internal

– Do not print the papers immediately, but place them in a spool file first.

3.

SAP

SAP

In the dialog box, choose User Specific Print Control. What settings do you make? User

Use

Partner

Maintenance planning plant Maintenance planner group Paper

Internal

Output device Number of copies

Only

Continued on next page

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Lesson:

Printing

New spool request Print immediately SAP cover page a)

Settings:

Only Partner SAP

1000

1000

Maintenance planner group

I##

I##

Paper

*

2040

Output device

A000

P083

Number of copies

1

2

New spool request

Select

Select

Print immediately

Deselect

Deselect

SAP cover page

Deselect

Deselect

If you select settings in particular fields (for example, planner group) and field contents (for example, I##), documents are not sent to the standard printer, but diverted to another printer (for example, the printer specified for the order type and planner group).

Partner

Use

Maintenance planning plant

What does the Print diversion function mean? a)

Only

Internal

*

SAP

*

Use

4.

User

Internal

Hint: Click New Entries and then PM-specific Fields On/Off on the next screen.

Continued on next page

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Task 2: Printing the order Either set up a new order for order type LO##, or use an existing order for this order type. 1.

How do you start printing the papers? SAP Menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change

Internal

Only

a)

Order → Print → Order

Copy

Paper

Output device

Copy

Delta

Immediately

Delete

New

2010

A000

1

Deselect

Deselect

Deselect

Yes

2030

A000

1

Deselect

Deselect

Deselect

Select

2040

P083

2

Deselect

Deselect

Deselect

Select

SAP

Paper

Delta

Immediately

Delete

New

SAP

Output device

Use

Which shop papers are proposed and which default values do you enter?

Internal

2.

a)

a)

From the order header: Goto → Logs → Print

144

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Only

Print the shop papers and then display the print log.

Partner

3.

Use

Partner

Hint: The order must have the system status FREE.

PLM315

Lesson:

Printing

Lesson Summary You should now be able to: • Carry out and print the print control settings • Carry out necessary Customizing settings for printing notifications or orders.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2006/Q2

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145

Unit Summary

PLM315

Unit Summary

Only

Use

Partner

Internal

You should now be able to: • Run a material availability check • Set the parameters necessary for a material availability check • Schedule maintenance orders • Set the relevant scheduling parameters • Carry out and print the print control settings • Carry out necessary Customizing settings for printing notifications or orders.

SAP

SAP Only

Internal

Use

Partner

146

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Internal

Use

SAP

Partner

Only

Internal

Use

SAP

Partner

Only

Unit Summary

PLM315

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

147

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Unit Summary

PLM315

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

148

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2006/Q2

Unit 4 Unit Overview

Unit Objectives

SAP

SAP

The course still provides information on settling maintenance orders and the necessary Customizing settings.

Use

Partner

This chapter is based on the chapters on Malfunction-Based Maintenance and Planning Maintenance in the course PLM300 and repeats the concept of completion confirmations and the completion of maintenance orders. The relevant Customizing settings, as well as a range of detailed functions in the application, are also demonstrated.

After completing this unit, you will be able to:

Use

Unit Contents Lesson: Completion Confirmation and Technical Completion . . . . . . . . . . . . . . . . 150 Exercise 9: Completion Confirmation . ... ... ... .. .. . ... ... .. ... ... .. ... ... ... 157 Lesson: Controlling in the Completion Phase .. ... .. .. . ... ... .. ... ... .. ... ... ... 165 Exercise 10: Controlling in the Completion Phase . .. ... .. ... ... .. ... ... ... 175

© 2006 SAP AG. All rights reserved.

149

Only

Internal

Carry out necessary Customizing settings for completion confirmation Adjust whole completion confirmation screen Create completion confirmations Perform technical completion Set the parameters for order settlement Perform settlement Perform business completion

Partner

• • • • • • •

2006/Q2

Internal

Only

Completion

Unit 4: Completion

PLM315

Lesson: Completion Confirmation and Technical Completion Lesson Overview

Internal

Only

This lesson demonstrates the use of completion confirmation and technical completion of maintenance orders and the relevant Customizing settings.

Lesson Objectives After completing this lesson, you will be able to:

Partner

Carry out necessary Customizing settings for completion confirmation Adjust whole completion confirmation screen Create completion confirmations Perform technical completion

Use

• • • •

Business Example

SAP

SAP

During completion, times and technical findings are confirmed for the task performed. The order is then technically completed and settled for the maintenance order.

Only

Internal

Use

Partner

150

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2006/Q2

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Lesson: Completion Confirmation and Technical Completion

Completion Confirmation

Use

Partner

Only

Internal

SAP

SAP

Figure 56: Setting Up an Order Type: (IV)

Settings for completion confirmation

Logs

Type of date check

Partner

Use

Control parameters

Internal

•

Partial/final confirmation? Write off reservations? Default date and activities?

Only

• • • •

Goods movements: Only backflushing? Causes of variance Screen templates (profile) for overall completion confirmation List editing Field selection

A flexible screen layout is available for the overall completion confirmation. Profiles are defined that contain the active screen areas and available pushbuttons.

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Unit 4: Completion

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The profile for the screen templates for the overall completion confirmation is created in Customizing. The assignment is made to the user, not the order type. Each user can configure the required profile when executing the completion confirmation.

SAP

SAP

Use

Partner

Only

Internal

Figure 57: Settings for Overall Completion Confirmation

Only

Internal

Use

Partner

152

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PLM315

Lesson: Completion Confirmation and Technical Completion

CATS

Use

Partner

Only

Internal

Figure 58: CATS - Cross-Application Time Sheet

SAP

SAP Only

Internal

Use

Partner

Figure 59: What is CATS?

CATS is a cross-application transaction that enables users to record the actual times of individual employees using a time sheet.

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Unit 4: Completion

PLM315

The CATS functionality enables time data to be recorded in the time sheet for the following applications: • • • •

Controlling: Internal activity allocation Personnel administration: Attendances, absences Service processing: Service entries Maintenance, customer service, project system: Completion confirmations

Standard cross-application screens for entering the actual times Simple operation for all users Default field values and data entry templates (profiles) Integrated approval procedures Support of corrections User exits for more flexibility regarding authorization checks, validations and default values

Use

Partner

• • • • • •

Internal

Only

CATS presents several advantages:

SAP

SAP Only

Internal

Use

Partner

Figure 60: Prerequisites and Process

Prerequisites for running CATS are an HR mini-master, a data entry profile and the appropriate authorizations to work with the time entry sheet.

154

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Lesson: Completion Confirmation and Technical Completion

The CATS process comprises the following steps: • • • •

Entry of time data in the time sheet Release of time data (optional, depending on the process) Approval of time data (optional, depending on the process) Transfer of CATS data to the target applications

Internal

Only

Technical Completion

Use

Partner

Customizing Checklists

SAP

SAP

Internal

Use

Partner

Figure 61: Customizing Settings for Completion Confirmations

Only

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Unit 4: Completion

PLM315

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

156

© 2006 SAP AG. All rights reserved.

2006/Q2

PLM315

Lesson: Completion Confirmation and Technical Completion

Exercise 9: Completion Confirmation Exercise Objectives

Business Example

Task 1: Confirmation Parameters

SAP

1.

Which parameters do you set?

Use

Work deviation active

Partner

Post open reservs.

Internal

Final confirmation Propose dates Propose activities Work deviation

Only

Duration deviation active Duration deviation Dates in the future

Continued on next page

2006/Q2

© 2006 SAP AG. All rights reserved.

SAP

The following defaults apply for your order type LO##: The system proposes final confirmation, including the posting of outstanding reservations. It also proposes dates and activities. Actual work may only exceed planned work by a maximum of 50%.

Use

Partner

During completion, times and technical findings are confirmed for the task performed. The order is then technically completed and settled for the maintenance order.

Internal

Only

After completing this exercise, you will be able to: • Carry out necessary Customizing settings for completion confirmation • Adjust whole completion confirmation screen • Create completion confirmations

157

Unit 4: Completion

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Task 2: Confirm operations for the last order you created. Access the operations from the collective entry for the operation list. Which selection criteria do you enter?

2.

Which orders/operations are proposed by the system? Which confirmation number is assigned to them? Enter the actual work time for each operation and set the final completion confirmation indicator for each operation.

Partner

1.

Confirmation number

Order

Operation

Actual work

Unit

Internal

Only

Performing a Completion Confirmation

Use

Internal

Adjust whole completion confirmation screen 1.

Show the setting for the profile PM01 of the whole completion confirmation. Which Customizing path do you choose?

2.

Which general settings are set?

Continued on next page

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Task 3:

Partner

Use

SAP

SAP

Check whether the data has been proposed correctly based on your confirmation parameters.

PLM315

Lesson: Completion Confirmation and Technical Completion

Header data Screen area 1 Screen area 1

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Solution 9: Completion Confirmation Task 1: Confirmation Parameters

1.

Internal

Only

The following defaults apply for your order type LO##: The system proposes final confirmation, including the posting of outstanding reservations. It also proposes dates and activities. Actual work may only exceed planned work by a maximum of 50%. Which parameters do you set? Final confirmation

Partner

Post open reservs. Propose dates Propose activities

Use

Work deviation active Work deviation

SAP

SAP Only

Internal

Use

Partner

Continued on next page

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Lesson: Completion Confirmation and Technical Completion

Duration deviation active Duration deviation Dates in the future a)

SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.

Select

Propose dates

Select

Propose activities

Select

Work deviation active

Select

Work deviation

50

SAP

Only Partner

Post open reservs.

Duration deviation active

Deselect

SAP

Select

Use

Final confirmation

Duration deviation Deselect

Task 2: Performing a Completion Confirmation Confirm operations for the last order you created. Access the operations from the collective entry for the operation list. Which selection criteria do you enter?

Only

Internal

1.

Partner

Use

Dates in the future

Internal

Plant Maintenance and Customer Service →Maintenance and Service Processing → Completion Confirmations → Define Control Parameters for Completion Confirmations

a)

SAP Menu → Logistics → Maintenance → Maintenance Processing → Completion Confirmation → Entry→Time Sheet → CATS classic →Record Times For example, restriction using the order number or work center T-EW##. Continued on next page

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Unit 4: Completion

2.

PLM315

Which orders/operations are proposed by the system? Which confirmation number is assigned to them? Enter the actual work time for each operation and set the final completion confirmation indicator for each operation. Confirmation number

Order

Operation

Actual work

Unit

SAP

SAP

Operation

Actual work

Unit

38062

800228

0010

3

H

38062

800228

0020

5

H

38062

800228

0030

2

H

38062

800228

0040

1

H

Only

Internal

Order

Partner

Use

a) Confirmation number

Use

Partner

Only

Internal

Check whether the data has been proposed correctly based on your confirmation parameters.

Continued on next page

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PLM315

Lesson: Completion Confirmation and Technical Completion

Task 3: Adjust whole completion confirmation screen 1.

Show the setting for the profile PM01 of the whole completion confirmation. Which Customizing path do you choose? a)

SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.

Only

Double click on the profile PM01

Partner

2.

Which general settings are set?

Internal

Plant Maintenance and Customer Service →Maintenance and Service Processing → Completion Confirmations → Set Screen Templates for Completion Confirmations

Header data

Use

Screen area 1 Screen area 1

SAP

Header data

1 maintenance with order number

Screen area 1

1 times for operation

Screen area 1

3 goods movements

Only

Internal

Partner

Use

Profile changeable, with totals line, release in future and release upon saving, (permit required is not set)

SAP

a)

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Lesson Summary You should now be able to: • Carry out necessary Customizing settings for completion confirmation • Adjust whole completion confirmation screen • Create completion confirmations • Perform technical completion

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

164

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PLM315

Lesson: Controlling in the Completion Phase

Lesson: Controlling in the Completion Phase Lesson Overview This lesson demonstrates settlement of maintenance orders and the necessary Customizing settings. It also demonstrates technical and business completion.

Only

Internal

Lesson Objectives After completing this lesson, you will be able to: Set the parameters for order settlement Perform settlement Perform business completion

Business Example

SAP

Once all the orders have been settled, business completion is to be performed in Controlling.

Use Internal

• •

Is the order really the cost factor? What is the role of the requester or the object of the task?

This is the basis for order settlement.

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165

Only

The maintenance order serves as an instrument for planning and executing maintenance tasks. This means the order is the cost object for all costs resulting from resource planning and consumption. The costs of the resources required when performing tasks generate debits for the order in the form of actual costs. To clear and monitor the costs according to the causality principle, the following questions must be answered:

Partner

Order Settlement and Business Completion

SAP

The maintenance tasks performed are to be settled on their requesters according to the causality principle. The cost center of the technical object is to be used in most cases as the account assignment object.

Use

Partner

• • •

Unit 4: Completion

PLM315

SAP

SAP

Depending on the type of task, the order is settled on the actual cost factor, which means it is credited with the costs of resource consumption. The costs of the order are borne by a different receiver, who is simultaneously an object in cost accounting. This may be the cost center for the maintenance object or the organizational unit that requested the task. This means the order is used to collect all the costs incurred during planning and execution for task-related analysis.

Use

Partner

Only

Internal

Figure 62: Motivation of Settlement

Only

Internal

Use

Partner

Figure 63: Settlement Process

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PLM315

Lesson: Controlling in the Completion Phase

Continuous maintenance tasks, which are performed in the course of technical support for a specific maintenance object, are usually settled to the cost center of the object in question. This is only possible if the corresponding cost center is entered as the receiver in the settlement rule for the order. When this is done, the actual costs for the order are passed on to the cost center, which debits this cost center and credits the order. The actual cost balance for the order is zero once settlement is complete, while the cost center has actual costs greater than zero.

Use

Partner

Only

Internal

SAP

SAP

Use

Only

Internal

Besides the cost center, other settlement receivers are possible. This usually depends on the type of task performed. Tasks of an investment nature that lead to an increase in the asset value can be settled on an asset as would be done in Asset Accounting, and larger tasks, such as shutdown projects, can be settled on the corresponding WBS element for the project. This is controlled by an order-specific settlement rule.

Partner

Figure 64: Settlement for Continuous Tasks

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Use

Partner

Only

Internal

Figure 65: Account Assignment Objects in Order Settlement

SAP

SAP

The settlement rule can be set up automatically and manually, and with or without system defaults. It is set up for technical completion of an order, at the latest. While the settlement rule is defined during order processing and usually once only, settlement is a separate operation and can be repeated.

Only

Internal

Use

Partner

Figure 66: Setting Up the Settlement Rule

168

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PLM315

Lesson: Controlling in the Completion Phase

Define how the settlement rule for suborders is to be determined in the Customizing settings for the order type. This overrides the default account assignment maintained in the settlement profile for suborders. You can choose between the following settings:

Only

Copy the distribution rule(s) from the main order Copy the distribution rule(s) from the superior order Copy the main order as the settlement receiver Copy the superior order as the settlement receiver No specific settings for suborders

Partner SAP

SAP

An order for which settlement is complete can still be debited with actual costs. This is particularly likely in the case of orders that extend across several posting periods (which may mean months). As a result of these debits, the actual cost balance for the order is again greater than zero, and can be reduced to zero again by means of a further settlement. Settlement is technically possible provided business completion has not been performed for the order.

Use

If settlement to the main or superior order is specified for an order type (if it is used as a suborder), the system automatically creates a settlement hierarchy. The order on the lowest level is always assigned the highest level in the hierarchy, and is thus settled as the first order in the hierarchy. The main order is assigned the lowest level in the hierarchy and is thus settled last. This ensures that full settlement always takes place in the correct order. You can also create settlement hierarchies manually (see the CO documentation for further information).

Internal

• • • • •

Only

Internal

Use

Partner

Figure 67: Debiting the Order After Settlement

Order completion involves several steps: First, the order is technically completed in Plant Maintenance once all the required tasks have been performed. This does not involve a cost flow. Only the settlement rule is defined, if this has not already taken place. No further changes can be made to the order.

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You can wait as long as you wish between the technical completion of an order and its settlement. Settlement credits the order with the actual costs. You can debit the order with further actual costs and repeat settlement again afterwards. Business completion is finally performed for an order that has been fully settled - with an actual cost balance of zero. After this point, the order can no longer be debited with actual costs.

SAP

SAP

Use

Partner

Only

Internal

Figure 68: Options for Order Completion

Use Internal

170

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Only

Business completion can take place for an order if it has been settled completely or does not have any actual costs. An order for which business completion has taken place is marked as Completed (status ABGS) and can no longer be debited with actual costs. However, you can cancel this status.

Partner

Technical completion of an order is only possible if a settlement rule is defined. Before settlement can take place, the order must contain a settlement rule and its actual cost balance must not be zero. As a result of complete settlement, the order has an actual cost balance of zero.

PLM315

Lesson: Controlling in the Completion Phase

Customizing Checklists

Use

Partner

Only

Internal

Figure 69: Customizing Settings for Settlement

SAP Use

•

•

2006/Q2

In price control: standard price, the receipt for the batch refurbished is posted with the value of the standard price. The difference between refurbishment costs and the valuation of the batch refurbished is posted as a credit memo to a price difference account (FI). In price control: moving average price, the receipt for the batch refurbished is posted with the value of the actual increase in value; that is to say, the value of the costs in work and material. This leads to an increase in the moving average price on the material level.

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Only

Internal

In the case of goods receipt after refurbishment, the order is credited with the value of the batch refurbished (in this case, C2). This credit is shown as a negative debit. In order settlement, the receipt posting for the batch for the refurbished material can take place in two ways:

Partner

Refurbishment orders are settled directly to the material stock. The order is debited by the value of the corresponding batch on removal of the defective part (in this case, C3). The order is similarly debited when working time is confirmed.

SAP

Settlement for a Refurbishment Order

Unit 4: Completion

PLM315

A prerequisite for settling to the material stock is that you define a settlement profile in Customizing where the material is set as a default account assignment. This settlement profile is assigned to the order type for refurbishment. The settlement rule "Material" is determined automatically during refurbishment.

SAP

SAP

Use

Partner

Only

Internal

Figure 70: Settlement for a Refurbishment Order

Only

Internal

Use

Partner

172

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PLM315

Lesson: Controlling in the Completion Phase

History

Use

There are two options available for archiving orders: Manually enter historical orders Reorganize orders (=archive and delete - SARA transaction)

During reorganization, orders are transferred to the order history in compressed form. The following data is stored: • • • • • •

2006/Q2

Order header data Object list Determining Location and Account Assignment Data Operations and sub-operations Planned and unplanned material components, summarized by material numbers Costs, summarized by value categories

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173

Only

Internal

• •

Partner

The objective of archiving orders is to remove order data collected over a long period of time from the database and store it in compressed form in a special database area (order history) for evaluation purposes.

SAP

SAP

Use

Partner

Only

Internal

Figure 71: Historical Maintenance Orders

Unit 4: Completion

PLM315

Partner

Only

Internal

Figure 72: Material Where-Used List

SAP Use

Only

Internal

Partner

Hint: To display material withdrawals, you must have activated the goods movements function for the order in Customizing.

SAP

The system derives the planning data from the material components in the order, and calculates the actual data from the actual reservation quantities or goods movements for the order.

Use

The material where-used list compares the planned and actual consumption for each material and order.

174

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PLM315

Lesson: Controlling in the Completion Phase

Exercise 10: Controlling in the Completion Phase Exercise Objectives

Only

Business Example

Use

Partner

The maintenance tasks performed are to be settled on their requesters according to the causality principle. The cost center of the technical object is to be used in most cases as the account assignment object. Once all the orders have been settled, business completion is to be performed in Controlling.

SAP

SAP

Task: Order settlement 1.

Check settlement rule

Use

Which path do you choose? Which settlement rule is displayed?

Internal

Check settlement profile Determine the settlement profile for your order from the Customizing settings.

Only

Which path do you choose? The settlement profile for your order is: 3.

Determine the allocation structure assigned to the settlement profile. Now determine which credit cost element is determined from which debit cost element for your order. Which path do you choose? The allocation structure is: Continued on next page

2006/Q2

© 2006 SAP AG. All rights reserved.

Partner

Display the settlement rule for your order.

2.

Internal

After completing this exercise, you will be able to: • Set up settlement parameters • Perform settlement • Perform business completion

175

Unit 4: Completion

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Which credit cost element is valid for which debit cost element for your order? 4.

Settle order: Settle your order. Which path do you choose?

5.

Analyze order costs after settlement Display the actual costs by cost type for your order.

6.

Internal

Only

Which path do you choose? Perform business completion for your order after settlement.

Use

Partner

How do you do this?

SAP

SAP Only

Internal

Use

Partner

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PLM315

Lesson: Controlling in the Completion Phase

Solution 10: Controlling in the Completion Phase Task: Order settlement 1.

Check settlement rule

Only

Which path do you choose? Which settlement rule is displayed?

Partner

a)

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change

Internal

Display the settlement rule for your order.

Symbol for Settlement Rule or

Use

Goto → Settlement Rule

SAP

Percentage

Settlement type

No.

CTR

4110

100

FUL

1

CTR

4110

100

PER

2

2.

Check settlement profile

Internal

Determine the settlement profile for your order from the Customizing settings. Which path do you choose?

Partner

Receiver

SAP

Category

Use

Settlement rules:

Only

Continued on next page

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The settlement profile for your order is: a)

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG. Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types

Access details. Settlement profile: 40 Determine the allocation structure assigned to the settlement profile. Now determine which credit cost element is determined from which debit cost element for your order. Which path do you choose? The allocation structure is: Which credit cost element is valid for which debit cost element for your order?

SAP

SAP standard menu → Tools → Customizing → IMG → Execute Project Choose Display SAP Reference IMG.

Use

Select the line containing settlement profile 40.

Allocation structure: PM Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → General Order Settlement → Maintain Allocation Structures Select the line containing allocation structure PM. Double click on Assignments in the dialog structure (column on the left) Check where the debit cost element is listed in the assignments: Select assignment line -> Double click on Source in the dialog structure (column on the left) Continued on next page

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Only

Internal

Access details.

Partner

Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → General Order Settlement → Maintain Settlement Profiles

SAP

a)

Use

Partner

3.

Internal

Only

Select the line containing order type PM01.

PLM315

Lesson: Controlling in the Completion Phase

Double click on the cost element group. The 400xxx cost elements are contained in the assignment 001 Raw material costs. The cost element 890000 is in the assignment 030 Consumption semifinished products. The cost element 615000 is in the assignment 020 Activity allocation.

Select assignment line -> Double click on Settlement cost elements in the dialog structure (column on the left)

Partner

400xxx cost elements are settled under cost element 651000 for the receiver category cost center.

Use

The cost element 890000 is settled under cost element 651000 for the receiver category cost center. The cost element 615000 is settled under cost element 652000 for the receiver category cost center.

SAP

SAP

4.

Settle order: Settle your order. Which path do you choose? SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Completion → Individual Processing → Settle Controlling area: 1000 (enter in the Controlling Area popup or choose Extras → Set Controlling Area)

Settlement period: Enter current month (for example, 04 for April) Posting period: (Blank - in this case, the posting period is the same as the settlement period.) Fiscal year: Enter current fiscal year Processing type: Automatic Test run: (Deselected) 5.

Analyze order costs after settlement Display the actual costs by cost type for your order. Continued on next page

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Only

Internal

Order: Enter order number

Partner

Use

a)

Internal

Only

Determine the settlement cost element for each source.

Unit 4: Completion

PLM315

Which path do you choose? a)

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Costs tab, Rep. Plan/Act. button Credits Cost element 651000 Material order settlement

Only

6.

Perform business completion for your order after settlement. How do you do this?

Partner

a)

SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change

Internal

Cost element 652000 Internal activity order settlement

Black and white flag or

Use

Order → Functions → Complete → Complete (Business)

SAP

SAP Only

Internal

Use

Partner

180

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PLM315

Lesson: Controlling in the Completion Phase

Lesson Summary You should now be able to: • Set the parameters for order settlement • Perform settlement • Perform business completion

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2006/Q2

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181

Unit Summary

PLM315

Unit Summary

Only

Use

Partner

Internal

You should now be able to: • Carry out necessary Customizing settings for completion confirmation • Adjust whole completion confirmation screen • Create completion confirmations • Perform technical completion • Set the parameters for order settlement • Perform settlement • Perform business completion

SAP

SAP Only

Internal

Use

Partner

182

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2006/Q2

Internal

Use

SAP

Partner

Only

Internal

Use

SAP

Partner

Only

Test Your Knowledge

PLM315

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

183

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2006/Q2

Course Summary

PLM315

Course Summary You should now be able to: • • • •

Set up and use notification (notification type, catalog, catalog profiles) Set up and use planning (order type, work center, capacity planning, controlling) Set up and use controlling (material availability check, scheduling, printing) Set up and use completion (completion confirmation, controlling, history)

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

184

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2006/Q2

Appendix 1 Customizing Paths

Partner

Only

Internal

To access Customizing go to:

Use

SAP standard menu → Tools → Customizing → IMG → Execute Project (or use the transaction SPRO)

SAP

SAP

Select SAP Reference IMG. Notification Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Overview of Notification Type

Action box

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Additional Functions → Define Action Box

General notification

Cross-Application Components → Notification

System condition

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Condition Indicator → Define System Conditions

Internal

Use

Overview of notification type

2006/Q2

© 2006 SAP AG. All rights reserved.

185

Only

Path

Partner

Field Name or Data Type

Print notifications

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Notification Print Control

Allowed change of notification type

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Allowed Change of Notification Type

Field selection

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Set Field Selection for Notifications

Integration notification/order (long text transfer, object list control)

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Notification and Order Integration

Catalogs

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Content → Maintain Catalogs (and other options)

Internal

Use

Only

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Set Screen Templates for the Notification Type

186

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Only

Screen templates

Partner

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Content → Maintain Catalog Profiles

SAP

Catalog profile

Use

Path

Internal

Field Name or Data Type

Partner

PLM315

SAP

Appendix 1: Customizing Paths

Partner

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Define Long Text Control for Notification Types

List editing

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → List Editing

Notification type

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Define Notification Types

Assign notification types to order types

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Assign Notification Types to Order Types

Number ranges

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Define Number Ranges

Object Information

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Object Information

Partner determination procedure

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Partners

Only

SAP

Long text control

Partner

Use

Path

© 2006 SAP AG. All rights reserved.

187

SAP

Internal

Field Name or Data Type

Use

2006/Q2

Appendix 1: Customizing Paths

Internal

Only

PLM315

Field Name or Data Type

Path

Priorities

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Response Time Monitoring → Define Priorities

Response profile

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Processing → Response Time Monitoring → Define Response Monitoring

Transaction start values

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Types → Define Transaction Start Values for Notifications

Use Internal

Refurbishment order

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Indicate Order Types for Refurbishment Processing

Order combined with notification

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Notification and Order Integration

Order type

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types

Business Add-Ins

Plant Maintenance and Customer Service → System Enhancements and Data Transfer → Business Add-Ins

© 2006 SAP AG. All rights reserved.

2006/Q2

Only

Path

Partner

188

Field Name or Data Type

SAP

SAP

Planning

Use

Partner

PLM315

Internal

Only

Appendix 1: Customizing Paths

Partner

Simple order view

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Basic Order View → Define View Profiles and Assign View Profiles to Order Types

External profiles

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Create Default Value Profiles for External Procurement

Maintenance activity type

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Maintenance Activity Type → Define Maintenance Activity Types (and other options)

Maintenance planning plant

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Assign Order Types to Maintenance Plants

Integration notification/order (long text transfer, object list control)

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Notification and Order Integration

Costing data (costing variant, costing sheet)

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance and Service Orders

Internal

Use

Plant Maintenance and Customer Service → System Enhancements and Data Transfer → Develop Enhancements

2006/Q2

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189

Only

Customer Exits

Partner

Path

SAP

Field Name or Data Type

Use

SAP

Appendix 1: Customizing Paths

Internal

Only

PLM315

Appendix 1: Customizing Paths

PLM315

Number range

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Number Ranges

Object Information

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Object Information

Only

Path

SAP

Partner determination procedure

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Partners → Define Partner Determination Procedure and Partner Function

Planning indicator

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Default Value for Planning Indicator for Each Order Type

Internal

Use

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Interface for Procurement Using Catalogs (OCI)

190

© 2006 SAP AG. All rights reserved.

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Only

OCI interface

Partner

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types

SAP

Commitments Management

Use

Partner

>> Open Item Management indicator on the detail screen for the order type

Internal

Field Name or Data Type

Field Name or Data Type

Path

Priorities

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → General Data → Define Priorities

Control key

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Control Key → Maintain Control Keys (and other options)

Overhead calculation

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance and Service Orders → Maintain Costing Sheet

Printing orders

Use

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Print Control

Material Availability Check

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs, and Capacities

Scheduling

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Scheduling

SAP

Path

SAP

Field Name or Data Type

Internal

Scheduling

191

Only

© 2006 SAP AG. All rights reserved.

Partner

Completion

2006/Q2

Use

Partner

Appendix 1: Customizing Paths

Internal

Only

PLM315

Path

Settlement profile

Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → General Order Settlement → Maintain Settlement Profiles

Settlement rule, creation time

Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Settlement rule: Define Time and Creation of Distribution Rule

Screen templates for overall completion confirmation

Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Set Screen Templates for Completion Confirmation

Control parameters for completion confirmation

Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Define Control Parameters for Completion Confirmations

Allocation structure

Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → General Order Settlement → Maintain Allocation Structures

SAP

Partner

Field Name or Data Type

Use

SAP

PLM315

Internal

Only

Appendix 1: Customizing Paths

Only

Internal

Use

Partner

192

© 2006 SAP AG. All rights reserved.

2006/Q2

Feedback Only

Use

Partner

Internal

SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.

SAP

SAP Only

Internal

Use

Partner

2006/Q2

© 2006 SAP AG. All rights reserved.

193