PLM300 Plant Maintenance C
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Download PLM300 Plant Maintenance C...
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PLM300 Partner
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Participant Handbook Course Version: 2003 Q2 Course Duration: 5 Day(s) Material Number: 50066011
An SAP course - use it to learn, reference it for work
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mySAP Product Lifecycle Management
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Plant Maintenance
Copyright Copyright © 2003 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.
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The following typographic conventions are used in this guide.
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Emphasized words or phrases in body text, titles of graphics, and tables
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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.
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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.
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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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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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The following icons are used in this handbook.
For more information, tips, or background
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Indicates that the item is displayed in the instructor’s presentation.
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Exception or caution
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Note or further explanation of previous point
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About this Handbook
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Contents Course Overview.............................................................................. vii
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Unit 2: Plant Maintenance Organization................................................. 31 Overview of Plant Maintenance System ................................................. 32 Organizational Structure in Plant Maintenance System ............................... 39 Connecting to an SAP R/3 Enterprise ................................................... 53
Unit 3: Technical Objects ................................................................... 63 Functional Locations ....................................................................... 64 Equipment ................................................................................... 77 Bills of Material.............................................................................. 89
Processing Breakdown Maintenance Orders .......................................... 102 Confirming and Completing Orders ..................................................... 117
Unit 5: Corrective Maintenance ..........................................................125
Unit 6: Refurbishment of Spare Parts ..................................................277 Refurbishment and Material Master Details............................................ 278
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Corrective Maintenance Process ........................................................ 127 Notification of Maintenance Requirements ............................................. 130 Planning of Orders......................................................................... 146 Scheduling Maintenance Tasks .......................................................... 175 Executing Maintenance Tasks ........................................................... 195 Completing Notifications and Orders.................................................... 205 Purchasing External Services............................................................ 229 Explaining Mobile Solutions .............................................................. 262
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Unit 4: Breakdown Maintenance .........................................................101
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SAP R/3 Interface............................................................................. 2 Using Help ................................................................................... 10 Personalizing User Settings ............................................................... 18
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Unit 1: SAP Enterprise Navigation .........................................................1
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Course Goals.................................................................................vii Course Objectives ...........................................................................vii
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Unit 7: Preventive Maintenance ..........................................................311 Preventive Maintenance Process........................................................ 312 Preventive Maintenance Task Lists...................................................... 316 Preventive Maintenance Planning ....................................................... 322 Scheduling Maintenance Plans .......................................................... 344
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Unit 9: Work Clearance Management ...................................................373 Explaining Work Clearance Management .............................................. 374
Unit 10: Reports and Analysis............................................................383 Maintenance History ...................................................................... 384 Evaluations based on Logistics Information System .................................. 389 Evaluations based on Business Information Warehouse............................. 400
Index ............................................................................................433
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Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes ........................................................................409
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Project-Oriented Maintenance Process................................................. 362
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Unit 8: Project-Oriented Maintenance ..................................................361
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Course Overview This course will enable you to obtain an overview of Plant Maintenance and recognize the important business processes in it. It also enables you to perform analyses and evaluations and understand the integration of Plant Maintenance with other SAP applications.
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This course is intended for the following audiences:
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Project team managers Employees from the project team involved in modeling the business processes in Plant Maintenance Decision-makers responsible for selecting EDP-supported maintenance systems
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Recommended Knowledge
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SAP01 - mySAP.com Overview SAPPLM - Overview of the mySAP PLM Solution
Course Goals This course will prepare you to: • • • •
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Obtain an overview of Plant Maintenance Recognize the most important business processes in Plant Maintenance Perform analyses and evaluations Understand the integration of Plant Maintenance with other SAP applications
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Basic knowledge and experience of the business processes in Plant Maintenance
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Required Knowledge
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Course Prerequisites
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Target Audience
Course Overview
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Course Objectives After completing this course, you will be able to: • •
Apply the various business processes of Plant Maintenance effectively Identify Plant Maintenance as an integral part of Product Lifecycle Management
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SAP Software Component Information
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The information in this course pertains to the following SAP Software Components and releases:
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Unit 1 Unit Overview
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At the end of this unit, you will be able to identify the elements of a standard window and navigate an SAP R/3 Enterprise. You will also be able to use basic help functions and personalize your user settings.
Unit Objectives After completing this unit, you will be able to:
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Unit Contents
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Lesson: SAP R/3 Interface ........................................................... 2 Lesson: Using Help.................................................................. 10 Exercise 1: Using SAP R/3 Enterprise ....................................... 13 Lesson: Personalizing User Settings .............................................. 18 Exercise 2: Customizing User Settings ....................................... 21
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Identify the steps to log on to an SAP R/3 Enterprise Identify the interface elements of an SAP R/3 Enterprise Identify the Help menu Access the SAP Library Identify the different methods of personalizing an SAP R/3 Enterprise
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SAP Enterprise Navigation
Unit 1: SAP Enterprise Navigation
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Lesson: SAP R/3 Interface Lesson Overview This lesson will help you to log on to an SAP R/3 Enterprise. You will also be able to identify the interface elements of an SAP R/3 Enterprise.
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Identify the steps to log on to an SAP R/3 Enterprise Identify the interface elements of an SAP R/3 Enterprise
An automobile company has implemented SAP R/3 Enterprise. The users are new and need to familiarize themselves with the system screens and its interface elements.
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Logging onto an SAP R/3 Enterprise
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After completing this lesson, you will be able to:
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Figure 1: Logging Onto The System
The SAP R/3 Enterprise is known as a client system. The client concept enables you to run several separate business operations at the same time on one SAP R/3 Enterprise. Each user session can only access data on the client
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that you selected when you logged on. In organizational terms, a client is an independent unit in the system. A Client has its own data environment that includes the user master and transaction data, assigned user master records, and chart of accounts. In addition, each client has specific customizing parameters. The SAP Business Information Warehouse (BW) and SAP Knowledge Warehouse (KW) components are, however, exceptions to this as only a single client can be used.
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Multiple logons are possible in SAP R/3 Enterprise starting from the Release 4.6. This is for security as well as licensing reasons. A warning message appears if the same user attempts to log on two or more than two times. This message offers the user three options:
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Continue with this logon and end any other logons in the system. Continue with this logon, without ending any other logons in the system (this will be logged in the system). Terminate this logon.
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SAP R/3 Enterprise are available in several languages. You can use the Language input field to select the logon language for each session.
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To log onto an SAP R/3 Enterprise, you must have a user master record created for you for the corresponding client. You must enter a password when you log onto the SAP R/3 Enterprise for access protection. The system does not display the password that you enter.
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You can place your own text on the initial screen in a number of ways. For more information, see SAP Note 205487.
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Figure 2: SAP Easy Access
After you logon to the SAP R/3 Enterprise, the standard entry screen called SAP Easy Access is displayed. You navigate through the system using a tree structure.
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You can include an image, such as your company logo on the right-hand side of the SAP Easy Access screen. This image can only be entered system-wide and is a cross-client setting. Assuming you have the appropriate authorization, you can find a detailed description of the necessary settings by choosing Extras → Administration Information. It is important to note that this image is stored in the system and transported to the SAP front end every time it is called by SAP Easy Access. Although this transfer is compressed, the image for the initial screen should not exceed 20 KB. You can prevent this image being called either by using the setting Low Speed Connection in the SAP Logon program (see SAP Note 161053) or by deactivating the calling of the image by choosing Extras → Settings
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SAP Enterprise Menu
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Figure 3: Role-Based User Menu
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You can add favorites either by choosing Favorites or by using the mouse to “drag and drop” items into the Favorites directory.
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Every user can personalize the initial screen using Favorites. You can create your own Favorites list containing the transactions, reports, files, and Web addresses that you use most often.
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A role describes suitably defined number of activities in the system. These activities represent a range of functions that the users need for work. In order to enable its users to work with user-specific or position-related menus, user roles need to be set. User roles can be set using Profile Generator of the SAP R/3 Enterprise. The authorization for the activities listed in the menu options are also assigned to the users on the basis of their roles. Predefined user roles from all application areas are included in the standard system. Users who have been assigned a user role can choose between the user menu and the SAP standard menu. You can find the roles that are supplied in a standard SAP R/3 Enterprise by choosing Other menu on the SAP Easy Access initial screen.
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Interface Elements
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Figure 4: Elements of the Screen Layout
The elements of an SAP R/3 Enterprise screen layout are:
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Application toolbar: The application toolbar displays the functions available in the current application. Checkboxes: The checkboxes enable you to choose several options simultaneously within a group. Radio buttons: The radio buttons allow you to choose exactly one item from a selection.
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Standard toolbar: The pushbuttons in the standard toolbar are found on every screen in an SAP R/3 Enterprise. Any pushbuttons that cannot be used in a particular application are grayed out. If you place your cursor on a pushbutton for some time, the system displays a quick information text explaining the functions of that pushbutton. The appropriate function key setting is also displayed here.
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Command field: The command field, which is hidden by default, helps you access the applications directly by entering the transaction code. You can find the transaction code for an application in the SAP Easy Access menu or in the appropriate application by choosing System → Status.
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Tab page: The tab page provides a clear overview of several information screens. Status bar: The status bar displayes information on the current system status, such as warning or error messages. Other elements of the screen are: Menu bar: The menus displayed on the screen depend on the application you are working on. These menus contain cascading menu options.
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Title bar: The title bar displays the functions that are available for the user.
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Figure 5: Selecting Functions
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You can call functions in the system in the following ways:
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By using the mouse. You can use the mouse to access the functions in the system through: Menu option Favorites Entry in the SAP Easy Access menu
By using the keyboard (Alt + the underlined letter in the appropriate menu option) By entering a transaction code in the command field: A transaction code is assigned to each function but not every screen in SAP R/3 Enterprise. You can display the appropriate transaction code from each screen in the system.
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For example, to display the customer master data, enter /n and then enter the appropriate transaction code - /nsu3. You can determine the transaction code by choosing System → Status. Additional input options include: • • •
“/n” ends the current transaction “/i” deletes the current session “/osm04” opens a new session and branches to the transaction specified (SM04).
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By entering “search_sap_menu” in the command field, you can display menu paths for the desired SAP transactions. You can also search for text strings.
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The command field can also be called using keyboard commands. To do this, use the keyboard combinations Strg+Tab. The cursor moves from the current input field to the next input field. You can use Tab to move within an input field group.
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Lesson: SAP R/3 Interface
Lesson Summary You should now be able to: • Identify the steps to log on to an SAP R/3 Enterprise • Identify the interface elements of an SAP R/3 Enterprise
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Lesson: Using Help Lesson Overview This lesson will help you identify the Help menu of an SAP R/3 Enterprise. You will also learn how to access the SAP Library.
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Help Menu
Identify the Help menu Access the SAP Library
An automobile company has implemented SAP R/3 Enterprise. The users are familiar with the screens and interface elements. However, they get stuck while accessing the enterprise at times. To resolve the queries about Enterprise usage, they need to access online help and the SAP Library.
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After completing this lesson, you will be able to:
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Lesson Objectives
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Figure 6: Menus: System and Help
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Lesson: Using Help
SAP R/3 Enterprise provides comprehensive online help. You can display the help from every screen in the system by choosing the menu option Help. Alternatively, you can also use the yellow question mark icon displayed on the screen to display the help documentation. The Help menu consists of the following menu options:
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Application Help, which is context-sensitive SAP Library Glossary
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You can use F1 to display an explanation of the fields, menus, functions, and messages. F1 Help also provides technical information on the relevant field. This also includes, the parameter Ids, which you can use to assign values for your user to input fields for reference to the parameter IDs. You can use F4 to display possible input values. F4 can also be accessed for a selected field by using the button displayed on the right-hand side of that field. If input fields are marked with a checkmark icon, then you can only continue in that application by entering a permitted value. You can identify many fields in an application as either required entry fields or optional entry fields by using transaction variants, screen variants, or customizing settings.
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Figure 7: Field Help: F1 and F4
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SAP Library
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You can access the SAP Help Portal at http://help.sap.com.
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You can also take advantage of these options within your own company if the SAP Library is installed on your systems.
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SAP Library enables you to access help documentation in HTML format and perform efficient full-text searches. You can access the SAP Library quickly and comfortably by using the SAP Service Marketplace. In SAP Service Marketplace, you can access the SAP Help Portal in the Knowledge and Training section.
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Figure 8: SAP Library
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Exercise 1: Using SAP R/3 Enterprise Exercise Objectives
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Any new user of an SAP R/3 Enterprise can navigate through the system using this functionality. The user can also access the various types of online help and can carry out commands with which he might not be familiar. The user can navigate through the SAP R/3 Enterprise using menu paths and transaction codes.
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Logging on to the system Select the appropriate system for this training course. Use the client, user name, initial password and logon language specified by the instructor. When logging on for the first time, a window appears in which you must enter your new password twice. Make a note of the following:
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Client:______ User:__________ Password:__________ Language:______
Task 2 What is the maximum number of sessions (windows in the SAP R/3 Enterprise) you can have open simultaneously? Number:__
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Task 3 1.
Identify the functions and find the transaction codes that correspond to the following menu paths in the SAP standard menu. Tools→Administration→Monitor→ System Monitoring→User Overview Name of function: ___________________________________________Transaction: _________________________________________________ Continued on next page Continued on next page
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Task 1
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Business Example
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After completing this exercise, you will be able to: • Log onto an SAP R/3 Enterprise • Find transaction codes • Access the SAP Library • Use F1 Help to find field information • Use F4 Help to search for possible field entries
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Task 4 1.
If you choose Application help in the SAP Easy Access initial screen (Help menu), which area of the SAP Library does it take you to?
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Use the system menu or transaction code SU3 to call the user data maintenance function. Call F1 Help for various different input fields. Use Technical Information to find the parameter ID for the field Logon Language. Display F4 Help for the field Logon Language. What is the language code for Ukranian? Display the transaction code for the transaction you are currently in, in the status bar.
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Using Help
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Lesson: Using Help
Solution 1: Using SAP R/3 Enterprise Task 1 Logging on to the system Select the appropriate system for this training course. Use the client, user name, initial password and logon language specified by the instructor. When logging on for the first time, a window appears in which you must enter your new password twice. Make a note of the following: Client:______ User:__________ Password:__________ Language:______
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Log on to the system indicated by the instructor and change your password.
Task 2 What is the maximum number of sessions (windows in the SAP R/3 Enterprise) you can have open simultaneously? Number:__ a)
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To open and close sessions, choose
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Identify the functions and find the transaction codes that correspond to the following menu paths in the SAP standard menu.
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To find the transaction code, choose System→Status These function names and transaction codes correspond to the menu paths:SM04 for function User list
Task 4 Using Help
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Tools→Administration→Monitor→ System Monitoring→User Overview Name of function: ___________________________________________Transaction: _________________________________________________
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Task 3
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System→ Create session (or use the appropriate pushbutton) and System→Delete session. The maximum number of sessions you can have open simultaneously is six, depending on your system settings.
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If you choose Application help in the SAP Easy Access initial screen (Help menu), which area of the SAP Library does it take you to? a)
The unit Getting Started is displayed, detailing the information required when using SAP Easy Access.
Use the system menu or transaction code SU3 to call the user data maintenance function. Call F1 Help for various different input fields. Use Technical Information to find the parameter ID for the field Logon Language. Display F4 Help for the field Logon Language. What is the language code for Ukranian? The Logon language field is found on the Fixed values tab page. Use F1 Help and select Technical info to see the parameter ID for this field in string SPR. Proceed as detailed in the exercise. The language code for Ukrainian is UK.
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Display the transaction code for the transaction you are currently in, in the status bar.
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In the status bar, use the pushbutton to select the display option you require and choose Transaction. For each of the transactions you call, the appropriate transaction code is displayed in the status bar for the session.
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Lesson: Using Help
Lesson Summary You should now be able to: • Identify the Help menu • Access the SAP Library
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Lesson: Personalizing User Settings Lesson Overview This lesson will help you identify the different ways in which you can personalize an SAP R/3 Enterprise.
Lesson Objectives
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Identify the different methods of personalizing an SAP R/3 Enterprise
In an automobile company, the SAP R/3 Enterprise users are familiar with the screens and interface elements. They can use online help and SAP library. They now need to personalize the user settings on the system for their convenience.
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Methods to Personalize the User Settings
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Business Example
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After completing this lesson, you will be able to:
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Figure 9: User-Specific Personalization
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Lesson: Personalizing User Settings
The end user has many possibilities for personalizing the system. Some of these are: You can alter the layout of your initial screen by selecting Extras → Settings. For example, by switching off the image in the right-hand part of the window, you can display the technical names (transaction codes) in the SAP Easy Access menu.
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Parameters: Here you can set defaults for frequently used input fields. In order to be able to set a default value for a field, it must have been assigned a parameter ID first.
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Procedure for finding the parameter ID: Go to the field for which you wish to set a default value. Select F1 Help and then choose Technical Info. The system displays an information window that contains the relevant parameter ID under the heading Field Data (as long as the field has been assigned a parameter ID.)
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You can define your personal default values by selecting System → User profile → Own data. When doing so, you can choose between the tab pages, Address Defaults and Parameters. As an example, the setting of Parameters is explained here:
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You can activate the Quick Cut and Paste function under Customizing of local layout. Under Options, you can influence the reaction time of the quick information that is displayed when you move your mouse over an icon or pushbutton.
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Lesson: Personalizing User Settings
Exercise 2: Customizing User Settings Exercise Objectives
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Any person working on SAP Enterprise can customize the system settings as per his requirements using this functionality. He can personalize the settings to make it more convenient for himself.
Task 1 Set your logon language to the value used for this course.
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Set the decimal notation and date format of your choice.
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Define user-specific settings using System →User Profile → Own Data. 1.
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After completing this exercise, you will be able to: • Set a user parameter for a field • Set user defaults • Maintain your favorites • Select a start transaction of your choice
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Insert at least one new folder under the Favorites folder.
2.
Add any two of your favorite transactions to the corresponding folders.
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Add the Internet address http://www.sap.com with the text “SAP Homepage.”
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Defining your favorites:
Task 3 Setting a start transaction using the Extras menu. 1.
Enter a transaction of your choice as the initial transaction. You will then need to log off and on again for the change to take effect. Note: If desired, you can change the initial transaction back to the default value simply by deleting the transaction code that you entered.
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Solution 2: Customizing User Settings Task 1 Define user-specific settings using System →User Profile → Own Data. 1.
Set your logon language to the value used for this course.
2.
Set the decimal notation and date format of your choice. a)
See above
Task 2 Defining your favorites: 1.
Insert at least one new folder under the Favorites folder.
2.
Add any two of your favorite transactions to the corresponding folders.
Add the Internet address http://www.sap.com with the text “SAP Homepage.”
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Add Internet addresses by selecting Favorites → Add other objects.
Task 3 Setting a start transaction using the Extras menu.
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Internal
To create favorites, select specific applications (transactions) in the menu tree of the standard menu, that are your favorites (those applications that you use daily). By selecting an application and then choosing, Favorites list → Create favorites, you can add entries to your favorites lists. You can move favorites into folders later by choosing Favorites → Move. You can move folders using the drag and drop function.
Partner
a)
3.
To add favorites to your favorites list, create a folder: Favorites list → Create folder. Enter a name for the folder. You can create as many folders as you require. You can move folders using the drag and drop function.
SAP
SAP
a)
Use
Partner
To define the logon language, go to the user settings (System → User profile → Own data) and go to tab page Fixed values. Enter the language of your choice.
Internal
Only
a)
PLM300
Lesson: Personalizing User Settings
1.
Enter a transaction of your choice as the initial transaction. You will then need to log off and on again for the change to take effect. Note: If desired, you can change the initial transaction back to the default value simply by deleting the transaction code that you entered. a)
Choose Extras → Set start transaction.
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Note: To change back to the SAP Easy Access as the initial screen, follow the menu path again, delete the transaction code and select Enter. The next time you log on, SAP Easy Access will be the initial screen.
Internal
Enter the transaction you require and choose Enter. Notice the system message on the status bar indicating that your selected transaction has been set as the start transaction.
SAP
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Unit 1: SAP Enterprise Navigation
PLM300
Lesson Summary You should now be able to: • Identify the different methods of personalizing an SAP R/3 Enterprise
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SAP
SAP Only
Internal
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Unit Summary
Unit Summary You should now be able to: • Identify the steps to log on to an SAP R/3 Enterprise • Identify the interface elements of an SAP R/3 Enterprise • Identify the Help menu • Access the SAP Library • Identify the different methods of personalizing an SAP R/3 Enterprise
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Unit Summary
PLM300
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SAP
SAP Only
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Test Your Knowledge
Test Your Knowledge 1.
Currently, you do not have access to the SAP R/3 Enterprise of your company. In order to log onto the Enterprise, you need to get a user master record created for yourself. Determine whether this statement is true or false.
Only Partner
2.
As a system administrator, you have been asked to display the screen logo on the SAP Easy Access screen of the Enterprise. You can find the detailed description of the necessary settings by choosing Extras → Administration Information. Determine whether this statement is true or false.
You are logged onto the SAP R/3 Enterprise. Application Help can be used at all times of your session to display information about the significant interface elements.
SAP
SAP
3.
Use
True False
Determine whether this statement is true or false.
Use
You are a new user to an SAP R/3 Enterprise and access it over the internet. Your employer has asked you to collect some information about various SAP components. The easiest and the fastest way to search for information related to SAP components is by using SAP Library SAP Library. Fill in the blanks to complete the sentence.
5.
System → User Profile → Own data can be used to define default values. Determine whether this statement is true or false.
True False
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True False 4.
Internal
True False
Test Your Knowledge
PLM300
Answers 1.
Currently, you do not have access to the SAP R/3 Enterprise of your company. In order to log onto the Enterprise, you need to get a user master record created for yourself. Answer: True
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As a system administrator, you have been asked to display the screen logo on the SAP Easy Access screen of the Enterprise. You can find the detailed description of the necessary settings by choosing Extras → Administration Information. Answer: True
SAP
You are logged onto the SAP R/3 Enterprise. Application Help can be used at all times of your session to display information about the significant interface elements. Answer: True
4.
You are a new user to an SAP R/3 Enterprise and access it over the internet. Your employer has asked you to collect some information about various SAP components. The easiest and the fastest way to search for information related to SAP components is by using SAP Library. Answer: SAP Library
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© 2003 SAP AG. All rights reserved.
2003/Q2
Only
Internal
Application Help for an SAP R/3 Enterprise is context-sensitive.
Partner
Use
3.
SAP
You can find the detailed description of the necessary settings for displaying your company logo on the SAP Easy Access from the following menu path: Extras → Administration Information.
Use
Partner
2.
Internal
For logging onto an SAP R/3 Enterprise, you need to get a user master record created for yourself for the corresponding client.
PLM300
Test Your Knowledge
5.
System → User Profile → Own data can be used to define default values. Answer: True One of the possibilities of personalizing settings for your system is by choosing the System → User Profile → Own data menu path. This path enables you to define personal default values.
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SAP Only
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Unit Summary
PLM300
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SAP
SAP Only
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Continued on next page
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© 2003 SAP AG. All rights reserved.
2003/Q2
Unit 2 Internal
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Plant Maintenance Organization Unit Overview
Partner
Use
In this unit, you will be able to list the different types of maintenance performed. This unit will enable you to describe the range of solutions in which the Plant Maintenance component is incorporated. Finally, you will be able to list the organizational units relevant to Plant Maintenance from an SAP Enterprise
Unit Objectives
SAP Use
• •
Unit Contents Lesson: Overview of Plant Maintenance System................................ 32 Lesson: Organizational Structure in Plant Maintenance System .............. 39 Exercise 3: Understanding Organizational Structures in Plant Maintenance...................................................................... 49 Lesson: Connecting to an SAP R/3 Enterprise .................................. 53
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Only
•
Identify the various activities performed in a Plant Maintenance process Identify Product Lifecycle Management and Asset Lifecycle Management with respect to Plant Maintenance List the organizational levels in a Plant Maintenance component Define the various organizational units in a Plant and Cross-plant Maintenance system Define maintenance work centers and their role and functions in Plant Maintenance Identify the activities and settings for the implementation of application components using the Implementation Guide (IMG) Identify the various methods of connecting to an SAP R/3 Enterprise
Partner
• •
Internal
• •
SAP
After completing this unit, you will be able to:
Unit 2: Plant Maintenance Organization
PLM300
Lesson: Overview of Plant Maintenance System Lesson Overview In this lesson, you will get an overview of the Plant Maintenance process. You will also be able to identify the various tasks used to maintain a technical system. In addition, you will get a brief overview of the Product Lifecycle Management (PLM) and Asset Lifecycle Management (ALM).
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Lesson Objectives • •
Identify the various activities performed in a Plant Maintenance process Identify Product Lifecycle Management and Asset Lifecycle Management with respect to Plant Maintenance
Business Example
SAP
The Plant Maintenance process of SAP enables its users to perform such activities.
SAP
A company wants to implement a SAP process that will enable its users to repair and inspect technical objects, and perform preventive maintenance.
Use
Partner
After completing this lesson, you will be able to:
Internal
Finally, you will be able to identify a range of solutions offered by SAP.
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Overview of Plant Maintenance System
Plant Maintenance Process
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Internal SAP
SAP
Figure 10: Types of Maintenance
Maintenance of a technical system comprises of the following tasks:
Use
Inspection: To determine the actual condition. Maintenance: To maintain the target condition. Repair: To restore the target condition.
• • • • •
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Internal
The maintenance organizations usually perform other technical activities, which do not belong to Plant Maintenance, but should be performed using the same tools of maintenance order, planning, and processing. These activities include: Modification or construction Cleaning Revisions Tool assembly and erection of fixtures Production assistance
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• • •
33
Unit 2: Plant Maintenance Organization
PLM300
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Figure 11: Plant Maintenance Process Overview
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Overview of Product Lifecycle Management
SAP
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Figure 12: Range of Solutions Offered by SAP
SAP provides cross-industry and industry-specific solutions for the process-oriented representation of business cases.
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Overview of Plant Maintenance System
A solution contains a combination of application and basis components selected in line with a specific business aim.
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Product Lifecycle Management (PLM) views the lifespan of a product from a manufacturers’ perspective.
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Plant Maintenance and service represent the final phase of a product’s lifespan.
SAP
SAP
Figure 13: Product Lifecycle Management (PLM)
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Unit 2: Plant Maintenance Organization
PLM300
Asset Lifecycle Management views the lifespan of a product from the perspective of the company operating it as a technical system to be maintained.
SAP
SAP
Plant Maintenance (PM) and Customer Service (CS) are integral components of Asset Lifecycle Management.
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Figure 14: Asset Lifecycle Management
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Figure 15: Plant Maintenance Integration Continued on next page
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Overview of Plant Maintenance System
The component, SAP PM Plant Maintenance, as part of Product Lifecycle Management has manifold integration aspects. Information on the integration aspects can be found in the following courses: • • •
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Only Partner
Internal
• • • • • •
Materials Management Controlling Financial Accounting - In this course, relevant information can be found in: Asset Accounting in Course PLM305 Production and HR System in Course PLM315 Investment and Project Management in Course PLM316 Real Estate Management in Course AC290 Funds Management in Course IPS910 Joint Venture is part of the Industry Solution IS-Oil and must be installed separately. Integration with the standard system is planned. You can find information about these components in SAPNet.
SAP
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Unit 2: Plant Maintenance Organization
PLM300
Lesson Summary You should now be able to: • Identify the various activities performed in a Plant Maintenance process • Identify Product Lifecycle Management and Asset Lifecycle Management with respect to Plant Maintenance
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SAP
SAP Only
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Organizational Structure in Plant Maintenance System
Lesson: Organizational Structure in Plant Maintenance System Lesson Overview
Only
After completing this lesson, you will be able to: • •
SAP
Business Example
Only
Internal
A company has implemented the SAP Plant Maintenance component. The company wants to decide on centralization or decentralization of its activities. The Plant Maintenance component of SAP R/3 Enterprise enables its users to identify organizational levels and units that enable such decisions.
Partner
Use
•
SAP
•
List the organizational levels in a Plant Maintenance component Define the various organizational units in a Plant and Cross-plant Maintenance system Define maintenance work centers and their role and functions in Plant Maintenance Identify the activities and settings for the implementation of application components using the Implementation Guide (IMG)
Use
Lesson Objectives
Internal
Finally, you will be able to identify the activities and settings required for implementing an application component using the Implementation Guide (IMG).
Partner
In this lesson, you will be able to list the various organizational levels and units in a Plant Maintenance system. You will also be able to identify the role of maintenance work centers and their functions in Plant Maintenance.
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Unit 2: Plant Maintenance Organization
PLM300
Organizational Levels
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Internal
Step 3: This is where the maintenance planner groups are assigned to planning plants and maintenance work centers are assigned to maintenance plants.
Partner
Step 2: After an in-depth analysis, the organizational units relevant for Plant Maintenance are defined in the system: Maintenance plants. These units usually exist as logistical plants, and maintenance planning plants, planning plants for short, are defined in the company structure.
SAP
Step 1: The Plant Maintenance (PM) component is often only installed after other components, such as Financial Accounting, Controlling, Materials Management, and so on. This means that the company structure is, to a large extent, already defined in the system. Now the existing structure must be analyzed from a plant maintenance perspective and extended to include the maintenance-specific parts. If the Plant Maintenance (PM) component is the first SAP component installed, a structure that works for all the remaining areas of the company should be defined in the system.
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Figure 16: Organizational levels
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Organizational Structure in Plant Maintenance System
Organizational Units
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Internal
The organizational structure in Maintenance Plants is as follows:
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The units of capacity in Plant Maintenance are managed as maintenance work centers, which are assigned to the respective maintenance plant as workshops.
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41
Only
The plant at which the operational systems of a company are installed is called the maintenance plant. If the maintenance work is planned at this plant, the maintenance plant is also the maintenance planning plant, planning plant for short. Locations subdivide a maintenance plant according to locational criteria, for example, site, building, coordinates. A maintenance plant can also be subdivided into plant sections based on responsibility for production. The person responsible for the plant section is the contact person who coordinates production and maintenance, who is often the plant engineer.
Partner
The client is the highest-level element of all the organizational units. It corresponds, for example, to a corporate group with several subsidiaries. Within a client, the system always accesses the same database. The subsidiaries with their own financial statements and balance sheets are defined as company codes. Within Logistics, the plant is one of the most important organizational units. It usually represents a production unit of a company.
SAP
SAP
Figure 17: Organizational Structures in Plant Maintenance
Unit 2: Plant Maintenance Organization
PLM300
A maintenance planning plant is the organizational unit in which maintenance requirements are planned. These requirements can either come from your own plant or from another maintenance plant assigned to this maintenance planning plant. The planners within a maintenance planning plant are defined by maintenance planner groups.
SAP
SAP
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Internal
Figure 18: Cross-Plant Maintenance
Use Internal
Other constellations are also conceivable: The planning of a plant’s requirements, such as plant 1300, as well as the spare parts procurement take place in another plant, such as plant 1000. However, the tasks are performed by workshops available locally.
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Cross-plant planning: Multiple maintenance plants are assigned to a planning plant. In one plant, such as plant 1200, there is a need for maintenance, as a technical system there requires maintenance (= maintenance plant). All further functions, such as maintenance planning, order execution, spare parts storage, are, however, the responsibility of another plant.
Partner
Plant-specific planning: Maintenance plant = planning plant. In most organizational structures, the maintenance requirement is planned in the same plant where it occurs, the maintenance orders are executed by workshops from the same plant, and the spare parts are stored in the same plant, such as plant 1000.
PLM300
Lesson: Organizational Structure in Plant Maintenance System
Work Centers
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Internal
Figure 19: Maintenance Work Centers
SAP Use
Machine Group of machines Person Group of people
Partner
• • • •
In Plant Maintenance, work centers are used as:
Internal
- Main work center in the master record for the equipment or functional location.
Only
- Main work center in a maintenance item. - Main work center in the task list header. - Performing work center in the operations for a task list. - Main work center in the order header. - Performing work center in the operations for an order. Work centers belong to the master data and provide the capacity required to perform a task.
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SAP
A work center is an organizational unit within an operational system. A work center can be one of the following:
43
PLM300
Internal
Figure 20: Work Centers: Contents
The basic data contains general data such as work center category, description, manager and the usage.
SAP
- A cost center
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Partner
- Qualifications - Positions - People The links are valid for certain periods of time.
Only
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SAP
Work center links provide the connection between work centers and other objects within the SAP Enterprise. You can link a work center with the following objects:
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Unit 2: Plant Maintenance Organization
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Organizational Structure in Plant Maintenance System
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Internal
Figure 21: Work Center: Main Functions
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Scheduling: You can use scheduling to determine the dates when operations should be performed. For this, the time required for the operations must be calculated and compared with the time available in the work center. The standard values and quantities in the operations are used as the basis for this calculation. During scheduling, the start and end dates for the operations are calculated from this data using formulae that have been entered for scheduling in the work centers.
Partner
Capacity planning: In capacity planning, the capacity requirements for the operations in the orders are determined and compared with the available capacity defined in the work center. During capacity planning, you can use work center hierarchies to aggregate, at higher-level work centers, the available capacity and capacity requirements of lower-level work centers.
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Internal
Costing: You can use costing to determine the costs of an internal activity by a product unit. Its goal is to assign to the various cost objects the costs that were incurred by them. If the work center is used in an operation, the link to the cost center provides activity types for valuating the operation.
SAP
SAP
The Work Center has several functions as follows:
Unit 2: Plant Maintenance Organization
PLM300
The Implementation Guide in an SAP R/3 Enterprise
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Figure 22: Implementation Guide (IMG)
SAP
SAP
The Implementation Guide contains all the activities and settings, Customizing activities, that are required to implement application components.
Use
You can create a separate IMG for each project.
Only
Internal
On the basis of a project IMG, you can work on Customizing transactions, project documentation, cross-project documentation, and information on project management.
Partner
You can create Customizing projects in an SAP Enterprise and use them to structure and manage the implementation. You can create and save cross-project documentation.
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2003/Q2
PLM300
Lesson: Organizational Structure in Plant Maintenance System
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Only
Internal
Figure 23: Customizing – Customer-Specific Settings
SAP Use Internal
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For better structuring, you can create views for the project IMGs. The views allow you to process project documentation, project-wide documentation, and relevant information on project information similar to the Project IMG Customizing transactions.
Partner
The scope of the reference IMG can be subdivided into different projects, which are then assigned to project IMGs. You can use the project IMG to process Customizing activities, project documentation, cross-project documentation, and relevant information on project management.
SAP
The IMG structure and the tools for IMG management, for example, resource management and the interface to Microsoft Project, help the project team to work through the Customizing activities in a systematic order.
Use
The IMG represents a checklist for the Customizing activities that a company should perform when implementing an SAP R/3 Enterprise. The IMG is structured hierarchically.
Unit 2: Plant Maintenance Organization
PLM300
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SAP
SAP Only
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Organizational Structure in Plant Maintenance System
Exercise 3: Understanding Organizational Structures in Plant Maintenance Exercise Objectives
Only
Business Example
Task 1
SAP
SAP
While implementing SAP Plant Maintenance at IDES, it must be clarified which organizational structures in Plant Maintenance should be represented, and how they fit into the existing structures for Logistics.
Use
Partner
An organization needs to frame a structure for Plant Maintenance so that it can centralize or decentralize its activity. The organization basically needs two entities, Maintenance plant and Planning plant, which are location based and planning based, respectively.
Displaying Work Center Master Data 1.
Display the work center T-ME## in plant 1000.
Partner
Use
Which menu path do you use?
Task 2 1.
A maintenance plant can also be a maintenance planning plant.
2.
A location such as building F-141 can only exist once within the company.
3.
A maintenance planner group is assigned to a maintenance planning plant.
4.
A maintenance plant is assigned to a maintenance planning plant.
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49
Only
Internal
Right or Wrong
2003/Q2
Internal
After completing this exercise, you will be able to: • Describe the content of the work center master record • List the organizational structures in Plant Maintenance
Unit 2: Plant Maintenance Organization
PLM300
Solution 3: Understanding Organizational Structures in Plant Maintenance Task 1 Displaying Work Center Master Data 1.
Display the work center T-ME## in plant 1000.
Only
a)
SAP
Person responsible for work center
101
Task list usage
004
Task list types
Maintenance task lists / Service plans
Operating time/capacity
7.20h/36.00h
Cost center
4300
Activity type, internal processing
1410
Partner
Use
Values
Task 2 A maintenance plant can also be a maintenance planning plant. a) 2.
Only
Right or Wrong 1.
Right
A location such as building F-141 can only exist once within the company. a)
Wrong (a location is related to a plant).
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50
© 2003 SAP AG. All rights reserved.
SAP
Internal
Field name or data type
Use
Partner
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Environment → Work Centers → Work Center → Display
Internal
Which menu path do you use?
2003/Q2
PLM300
Lesson: Organizational Structure in Plant Maintenance System
3.
A maintenance planner group is assigned to a maintenance planning plant. a)
4.
Right
A maintenance plant is assigned to a maintenance planning plant. a)
Right
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SAP
SAP Only
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Unit 2: Plant Maintenance Organization
PLM300
Lesson Summary
Only
Use
Partner
Internal
You should now be able to: • List the organizational levels in a Plant Maintenance component • Define the various organizational units in a Plant and Cross-plant Maintenance system • Define maintenance work centers and their role and functions in Plant Maintenance • Identify the activities and settings for the implementation of application components using the Implementation Guide (IMG)
SAP
SAP Only
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52
© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Connecting to an SAP R/3 Enterprise
Lesson: Connecting to an SAP R/3 Enterprise Lesson Overview In this lesson, you will be able to identify the various methods used to connect to an SAP R/3 Enterprise.
Lesson Objectives
Only
•
Identify the various methods of connecting to an SAP R/3 Enterprise
A company has implemented an SAP Plant Maintenance component. The users of this component need to identify the possible ways of connecting to the component.
Methods of Connecting to an SAP R/3 Enterprise
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Partner
Business Example
Internal
After completing this lesson, you will be able to:
SAP
SAP Only
Internal
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Figure 24: SAP GUI or Portal?
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Unit 2: Plant Maintenance Organization
PLM300
SAP Graphical User Interface (SAP GUI) represents the traditional method of connecting up to a SAP R/3 Enterprise. The GUI is usually installed on the local work center and forms the graphical interface composed of the SAP Easy Access, standard tool bar, and so on. Another option for connecting to an SAP R/3 Enterprise would be to use a portal. Portals are HTML-based and allow access to almost any system, also non-SAP R/3 Enterprise, through the intranet or the Internet.
Only
This ensures that even occasional SAP users who do not have expert knowledge of the software can easily access certain functions. The role concept supported in the SAP GUI and the Business Workplace is also used in the portals. A connection of the previously delivered single roles to the iViews is planned.
Use
Partner
However, the portals distinguish themselves from the Workplace as SAP transactions are not translated 1:1 into HTML, but particular functions (for example, displaying a technical object) are made available in a much more simplified form known as Integrated Views (iViews).
Internal
The portals are the next generation of the Business Workplace, which is also HTML-based.
SAP
SAP Only
Internal
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Figure 25: SAP Portals: An Example
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Connecting to an SAP R/3 Enterprise
The portals get their content though Business Packages, such as, Business Package Assets – Technical objects. These are composed of a sequence of iViews. iViews are HTML screen areas in which data from certain SAP transactions is read. The sequence of iViews can be compiled flexibly to role- or function-specific screens, such as, portal for maintenance managers or maintenance engineers.
Only
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This means that certain information can be displayed very easily without the user requiring extensive SAP know-how.
Internal
The iViews are connected amongst themselves by the eventing mechanism, that is, if a particular object is selected, all the dependent iViews are automatically filled with the relevant data.
SAP
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Unit 2: Plant Maintenance Organization
PLM300
Lesson Summary You should now be able to: • Identify the various methods of connecting to an SAP R/3 Enterprise
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SAP
SAP Only
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Unit Summary
Unit Summary
Only
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Internal
You should now be able to: • Identify the various activities performed in a Plant Maintenance process • Identify Product Lifecycle Management and Asset Lifecycle Management with respect to Plant Maintenance • List the organizational levels in a Plant Maintenance component • Define the various organizational units in a Plant and Cross-plant Maintenance system • Define maintenance work centers and their role and functions in Plant Maintenance • Identify the activities and settings for the implementation of application components using the Implementation Guide (IMG) • Identify the various methods of connecting to an SAP R/3 Enterprise
SAP
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Unit Summary
PLM300
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SAP
SAP Only
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Test Your Knowledge
Test Your Knowledge 1.
Shutdown maintenance function can be addressed by project-oriented project-oriented maintenance in the Plant Maintenance module. Fill in the blanks to complete the sentence.
Asset Lifecycle Management views the lifespan of a product from a manufacturer’s perspective whereas Product Lifecycle Management views the lifespan of a product from the perspective of the company operating it.
Internal
Only
2.
Determine whether this statement is true or false.
3.
Use
Partner
True False A separate IMG can be created for each project. Determine whether this statement is true or false.
SAP
4.
In the third step of an organizational level, maintenance planner groups are assigned to planning plants planning plants.
Partner
Use
Fill in the blanks to complete the sentence.
5.
Plant Plant represents a production unit of a company.
Work center links provide the connection between work centers and other objects within an SAP Enterprise.
Only
Internal
Fill in the blanks to complete the sentence.
6.
Determine whether this statement is true or false.
True False
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© 2003 SAP AG. All rights reserved.
SAP
True False
59
Test Your Knowledge
7.
PLM300
Portals get their content through Business Packages, such as Business Package Assets. Determine whether this statement is true or false.
True False
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SAP
SAP Only
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2003/Q2
PLM300
Test Your Knowledge
Answers 1.
Shutdown maintenance function can be addressed by project-oriented maintenance in the Plant Maintenance module. Answer: project-oriented Asset Lifecycle Management views the lifespan of a product from a manufacturer’s perspective whereas Product Lifecycle Management views the lifespan of a product from the perspective of the company operating it.
Product Lifecycle Management views the lifespan of a product from a manufacturer’s perspective whereas Asset Lifecycle Management views the lifespan of a product from the perspective of the company operating it as a technical system to be maintained. A separate IMG can be created for each project.
SAP
SAP
3.
Answer: True A separate IMG can be created for each project.
Use
In the third step of an organizational level, maintenance planner groups are assigned to planning plants.
5.
Plant represents a production unit of a company.
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Internal
Answer: planning plants
Answer: Plant 6.
Work center links provide the connection between work centers and other objects within an SAP Enterprise. Answer: True Work center links provide the connection between work centers and other objects within an SAP Enterprise.
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Partner
4.
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Partner
Answer: False
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2.
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Test Your Knowledge
7.
PLM300
Portals get their content through Business Packages, such as Business Package Assets. Answer: True Portals get their content through Business Packages, such as Business Package Assets.
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Internal
SAP
SAP Only
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Unit 3 Unit Overview
Partner SAP
SAP
Unit Objectives After completing this unit, you will be able to:
Use
Unit Contents Lesson: Functional Locations ...................................................... 64 Exercise 4: Using Functional Locations ...................................... 71 Lesson: Equipment .................................................................. 77 Exercise 5: Creating Equipment ............................................... 83 Lesson: Bills of Material............................................................. 89 Exercise 6: Using Bills of Material............................................. 93
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63
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Internal
Define functional locations Create functional locations Identify functional location using structure indicator Define equipment Identify how to install and dismantle equipment Explain the advantages of usage list Identify the application of Bills of Material in Plant Maintenance
Partner
• • • • • • •
Use
In this unit, you will be able to identify the technical systems and buildings relevant to maintenance and need mapping in the system. You will also be able to understand the criteria of mapping, creating, and using functional locations in the system. In addition, you will be able to identify equipments and learn how to install or dismantle these. Finally, you will be able to identify Bill of Materials and their application in Plant Maintenance.
Internal
Only
Technical Objects
Unit 3: Technical Objects
PLM300
Lesson: Functional Locations Lesson Overview In this lesson, you will get an overview of functional locations. You will also be able to state the purpose of creating functional locations. Finally, you will learn the use of structure indicators to identify the functional locations.
Only
Internal
Lesson Objectives After completing this lesson, you will be able to: Define functional locations Create functional locations Identify functional location using structure indicator
Business Example
SAP
Only
Internal
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Partner
Defining Functional Locations
SAP
A company has implemented SAP Plant Maintenance component. The users need to map complex technical systems, such as welding, engine assembly, and vehicle assembly of the company. The Plant Maintenance process provides functional locations objects that enable its users to map the objects in the system.
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Partner
• • •
Figure 26: Technical Objects: Process
For International Demonstration and Education System (IDES), you first need to decide which technical systems and buildings are relevant for maintenance and need mapping in the system. Continued on next page
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Functional Locations
Use functional locations to map more complex technical systems, equipment to map individual objects, and maintenance bills of material to map spare parts. In International Demonstration and Education System, maintenance engineers are responsible for technical structures. Following are the steps involved in the identification, structuring, and classification of technical objects:
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Step 3: In the third step, you create characteristics (= technical characteristics - for example, electrical output) and task list, such as pump classes. All technical characteristics become available for an object when a technical object, such as equipment, is assigned to a class.
Use
Partner
Step 2: In the second step, you choose the structuring instruments for each object, that is, functional location, equipment, assembly, material, and create the structure.
Internal
Step 1: When starting to map technical objects, you need to decide which objects are relevant to Plant Maintenance. In other words, which objects require maintenance measures and for which objects evaluation is required.
SAP
SAP Only
Internal
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Figure 27: Functional Location
Functional locations are hierarchically ordered structures that represent a technical system, building, or part thereof.
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65
Unit 3: Technical Objects
PLM300
You can structure the functional location according to spatial such as building 1, building 2; technical such as press, press frame, or press hydraulics; or functional, that is, process-oriented criteria such as polymerization, or condensation. The aim of creating a functional location is to structure a technical system or building into units that are relevant for Plant Maintenance.
SAP
SAP
Use
Partner
Only
Internal
Figure 28: Criteria for Functional Locations
Use
•
You want to represent the structures of the technical systems in your company according to functional criteria.
•
Technical data for certain parts of your technical system has to be stored and evaluated over a long period of time.
•
The costs of maintenance tasks have to be monitored for certain parts of your technical system.
•
You want to analyze what effects that the usage conditions have on the likelihood of damage to the installed equipment.
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Only
Internal
Maintenance tasks have to be performed for individual areas in the structure of your technical system and this work must or should be recorded.
Partner
You should use functional locations to structure your systems if:
PLM300
Lesson: Functional Locations
Creating Functional Locations
Partner
Only
Internal
Figure 29: Structure Indicator
Use
SAP
Only
Internal
Partner
A functional location can be identified using a maximum of 40 characters, which equals the maximum length of the coding template.
SAP
The coding template is used to control which characters might be used for identification, letters, numbers, or both, and how these characters are grouped together or split. The hierarchy levels are used to define which level ends at which character and how many hierarchy levels the structure might contain.
Use
The identification for functional locations is created using the structure indicator. The structure indicator consists of two input fields: Coding template and Hierarchy levels
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Unit 3: Technical Objects
PLM300
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Only
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Figure 30: Master Record for Functional Location
SAP
•
Location: Location data, address.
•
Organization: Account assignment such as company code, cost center; or responsibilities such as maintenance planning plant.
•
Structure: For example, structure indicator, higher-level functional location, equipment.
Only
Internal
Additional data or links in the master record for the functional location can also be activated as tab pages or called up using pushbuttons (see graphic).
Partner
General: Class, object type, reference data, manufacturer data, and so on.
SAP
•
Use
The master record for the functional location uses the following views:
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© 2003 SAP AG. All rights reserved.
2003/Q2
Lesson: Functional Locations
The structure of the functional location is based on the structure indicator. If you create a new functional location, such as C1-M01-2, the system checks whether a hierarchy with this structure indicator already exists and whether the new identification is suitable for the existing hierarchy.
SAP
SAP
If this is the case, when the new functional location is created, it is included in the existing structure.
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Partner
Figure 31: Automatic Assignment Upon Creation
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PLM300
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Internal
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Figure 32: Example of Functional Location Structure
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Unit 3: Technical Objects
PLM300
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Internal
SAP
SAP Only
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Continued on next page
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Functional Locations
Exercise 4: Using Functional Locations Exercise Objectives After completing this exercise, you will be able to: • Display the structure of functional locations • Explain the configuration of a structure indicator
Only Partner
The Functional Location object of SAP is used by a company to map its complex technical systems such as welding, engine assembly, and vehicle assembly. The representation of the workshops and technical systems at IDES should be based on a hierarchy of functional locations, which is defined using a structure indicator.
Use
Task 1 Displaying the Structure of a Functional Location
SAP
Display the structure display of the clarification plant ## and determine the functional location labels of the valves in the pump station of the biological cleaning.
SAP
1.
Internal
Business Example
Displaying Functional Locations 1.
Display the functional location ##-B02 and determine the following data:
Internal
Maintenance plant Cost center
Only
Cost center manager Main work center
Task 3 Structure of a Functional Location 1.
Display the structure of functional location ##-B02 graphically. How do you proceed? Continued on next page Continued on next page
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Task 2
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Unit 3: Technical Objects
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Task 4 Which structure indicator is used by clarification plant ##?
2.
What are the effects of the structure indicator?
3.
What is the edit screen and what does it mean?
4.
What is the maximum number of levels that the hierarchy can have in this example?
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1.
Internal
Only
Structure Indicator
SAP
SAP Only
Internal
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PLM300
Lesson: Functional Locations
Solution 4: Using Functional Locations Task 1 Displaying the Structure of a Functional Location 1.
Display the structure display of the clarification plant ## and determine the functional location labels of the valves in the pump station of the biological cleaning.
Only Partner
SAP menu → Logistics→Plant Maintenance → Management of Technical Objects → Functional Location ### Structural Display Field name or data type
Values
Functional location
##
Levels below
1
Use
Location hierarchy
Values
Valves
##-B01-1A
SAP
SAP
Explode pump station for biological cleaning step-by-step: Field name or data type
Internal
a)
##-B01-1B
Partner
Use
##-B01-2A ##-B01-2B
Displaying Functional Locations 1.
Display the functional location ##-B02 and determine the following data: Maintenance plant Cost center
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Internal
Task 2
Unit 3: Technical Objects
PLM300
Cost center manager Main work center a)
Double-click ##-B02 from the structural display or choose:
Partner
Values
Maintenance plant
1000 (“Location” tab page)
Cost center
4110 (“Organization” tab page)
Cost center manager
Linden (double-click cost center)
Main work center
MECHANIK (“Organization” tab page)
Task 3
SAP
1.
Display the structure of functional location ##-B02 graphically. How do you proceed?
Use
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Functional Location → Structural Display.
Partner
a)
Set "As graphic" indicator and Execute
Internal
Task 4 Structure Indicator Which structure indicator is used by clarification plant ##? a)
Only
1.
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects→ Functional Location→ Display “Structure” tab page, “StrIndicator” field
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SAP
Structure of a Functional Location
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Field name or data type
Internal
Only
SAP menu → Logistics→Plant Maintenance → Management of Technical Objects → Functional Location ### Display
2003/Q2
PLM300
Lesson: Functional Locations
2.
What are the effects of the structure indicator? a)
What is the edit screen and what does it mean? From the display mode (1-4-2), go back using the green arrow symbol (or the F3 function key) to the initial screen for Display Functional Location. The edit mask and the number of hierarchy levels are now visible here: Edit mask: XX-XXX-XX XHierarchy level 1 2 3 4 5 6 If a character is represented by X, you can use either a numerical or an alphanumerical character.
SAP
The edit screen also specifies which separators are allowed. What is the maximum number of levels that the hierarchy can have in this example? Maximum number of hierarchy levels in this example: 6
Only
Internal
a)
Partner
Use
4.
SAP
Other options for representing characters are A (= alphanumerical) or N (= numerical).
Use
Partner
a)
Internal
Only
3.
The structure indicator sets the default structure and labeling options for a functional location. This enables you to draw conclusions about the position of the functional location in the hierarchy from its label. In the same way, newly created functional locations are automatically arranged in the correct position in an existing hierarchy.
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Unit 3: Technical Objects
PLM300
Lesson Summary You should now be able to: • Define functional locations • Create functional locations • Identify functional location using structure indicator
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SAP
SAP Only
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2003/Q2
PLM300
Lesson: Equipment
Lesson: Equipment Lesson Overview
Internal
Only
In this lesson, you will be able to describe the content and criteria for equipment. You will also state the purpose of the equipment master record. Finally, you will be able to identify the steps to install and dismantle equipment.
Lesson Objectives After completing this lesson, you will be able to: Define equipment Identify how to install and dismantle equipment Explain the advantages of usage list
Business Example
SAP
SAP
A company that has implemented the SAP Plant Maintenance component needs to get transactional data for individual business objects, such as welding machines and hydraulic press. The Plant Maintenance process enables users to maintain an equipment master to track all the equipment.
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• • •
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Defining Equipment
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Internal
Figure 33: Equipment
SAP Use
Only
Internal
Partner
Equipment can be installed at functional locations. A piece of equipment can be linked with a material, if there is inventory management, in the sense of Materials Management, for the object.
SAP
A piece of equipment is an individual physical object maintained as an autonomous unit. Pieces of equipment usually represent single objects such as pumps, motors, vehicles, for which maintenance tasks should be performed and recorded.
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Lesson: Equipment
Internal
Figure 34: Criteria for Equipment Master Record
Use
•
Breakdown, prepared or preventive maintenance tasks are required for an object and must be recorded.
•
Technical data for this object must be collected and evaluated over long periods of time.
•
The costs of maintenance tasks for this object are to be monitored.
•
You need to record the usage time of this object at functional locations.
Only
Internal
You need to manage individual data for the object.
Partner
•
SAP
SAP
You should always create an equipment master record for a technical object if:
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Unit 3: Technical Objects
PLM300
SAP
•
Location: Location data and address.
•
Organization: Account assignment such as company code, or cost center and responsibilities such as maintenance planning plant.
•
Structure: For example, structure indicator, higher-level functional location, equipment.
You can use the time-based data to monitor a piece of equipment dynamically, that is, track changes to the equipment over a specific period of time. If your system is customized accordingly, it automatically creates a new time segment whenever certain changes are made in the master record. The time segment describes the equipment usage.
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Internal
Additional data or links in the master record for the equipment can also be activated as tab pages or called up using pushbuttons (see figure).
Partner
General: Class, object type, reference data, manufacturer data and so on.
SAP
•
Use
The equipment master record uses the following views in the standard system:
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Partner
Only
Internal
Figure 35: Equipment Master Record
PLM300
Lesson: Equipment
Installing and Dismantling Equipment
Partner
Only
Internal
Figure 36: Installation/Dismantling of Equipment
Use
Use
Only
Internal
Partner
In case a piece of equipment is linked with a material, when dismantled, the damaged piece of equipment can automatically be placed in storage. Likewise, when the spare part is withdrawn from storage, it can automatically be installed at the functional location.
SAP
SAP
Equipment can be installed and dismantled at the functional locations. You can monitor the installation times for a piece of equipment from both functional location and equipment views.
Figure 37: Prerequisites for Equipment Installation
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Unit 3: Technical Objects
PLM300
Two prerequisites must be fulfilled for a piece of equipment to be installed at a functional location: The equipment category must permit an installation (Customizing). The option Equipment installation allowed must be activated in the master record for the functional location. You can restrict this option by using the Individual installation option.
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Partner
Only
Internal
Equipment usage periods can also be displayed from the functional location view. Apart from changes to the installation location, the usage list also documents the changes to other fields, such as cost center and asset, of the master record. When Customizing, you can set the fields that should be monitored in this way.
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Internal
The installation locations for equipment within a technical system are documented in the usage list, which forms part of the equipment history.
Partner
Use
SAP
SAP
Figure 38: Equipment Usage List
PLM300
Lesson: Equipment
Exercise 5: Creating Equipment Exercise Objectives After completing this exercise, you will be able to: • Create an equipment master record • Install a piece of equipment
Only
Task 1 Display the equipment master Display the equipment with equipment number TEQ-## and determine the following data: Description Maintenance plant
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Partner
Cost center Construction type Maintenance planning plant
Task 2 Create equipment master Create a new piece of equipment TEZ-##. You can freely select the data in the area "General". The maintenance plant is 1000, cost center 4110. How do you proceed? What is the system status after you have created the piece of equipment?
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Internal
Main work center
1.
SAP
SAP
1.
Use
Partner
An equipment master is maintained by a company in order to get transactional data for its individual business objects. It helps to identify equipment in a better way. At IDES, individual physical aggregates, such as pumps and motors, are represented as pieces of equipment.
Internal
Business Example
Unit 3: Technical Objects
PLM300
Task 3 Install equipment 1.
Install the new piece of equipment in the pump station for biological cleaning in your clarification plant ##. How do you proceed? Check the installation using the structural display for functional locations. How do you proceed?
Only Partner
Usage List 1.
Display the pump P-1000-N001. When and at which functional location was the equipment installed for the first time?
2.
Which pieces of equipment were installed in the filter station for clarification plant C1 in the time between 01/01/1998 and 01/01/1999?
Use
Use the structural display for this.
Internal
Task 4
SAP
SAP Only
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Lesson: Equipment
Solution 5: Creating Equipment Task 1 Display the equipment master 1.
Display the equipment with equipment number TEQ-## and determine the following data:
Only
Internal
Description Maintenance plant Cost center Maintenance planning plant Main work center
Use
Field name or data type
Values
Description
Electric pump ##
Maintenance plant
1000
Cost center
4110
Construction type
P-1000
Maintenance planning plant
1000
Main work center
T-ME##
Partner Only
Internal
SAP menu → Logistics →Plant Maintenance → Management of Technical Objects → Equipment → Display
SAP
SAP
a)
Task 2 Create equipment master
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Partner
Construction type
85
Unit 3: Technical Objects
1.
PLM300
Create a new piece of equipment TEZ-##. You can freely select the data in the area "General". The maintenance plant is 1000, cost center 4110. How do you proceed? What is the system status after you have created the piece of equipment? a)
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects→ Equipment →Create(General) “General” tab page: Any data
Only
Internal
“Location” tab page: Maintenance plant 1000 “Organization” tab page: Cost center 4110 System status after the entry: AVLB (= Available)
Install equipment 1.
Install the new piece of equipment in the pump station for biological cleaning in your clarification plant ##. How do you proceed?
SAP
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Equipment → ChangeStructuring → Change Installation Location. In the "FunctLocation" field, enter label ##-B01 and confirm, or SAP menu → Plant Maintenance → Management of Technical Objects → Functional Location→ Structural Display
Internal
Subsequently: SAP menu → Logistics → Plant Maintenance→ Management of Technical Objects → Functional Location → Structural Display Enter location ##-B01 and activate the indicator “Equipment installed” Continued on next page Continued on next page
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Enter label ##;confirm; open structure for biological cleaning; double-click location ##-B01; Functional Location * Display * Change; “Structure” tab page; in the area "Equipment", symbol for "Sub-equipment"; enter TEZ-## in the list and save. System status after the installation: INST (=Installed)
Partner
Use
a)
SAP
Check the installation using the structural display for functional locations. How do you proceed?
Use
Partner
Task 3
PLM300
Lesson: Equipment
Task 4 Usage List 1.
Display the pump P-1000-N001. When and at which functional location was the equipment installed for the first time? a)
SAP menu → Logistics → Plant Maintenance → Technical Objects → Equipment→ Display
Partner
Values
Installation date (Valid from column)
05.12.1994
Funct. Location
K1-B01-1
Which pieces of equipment were installed in the filter station for clarification plant C1 in the time between 01/01/1998 and 01/01/1999? Use the structural display for this.
SAP
SAP menu → Logistics → Plant Maintenance →Management of Technical Objects → Functional Location → Structural Display Detailed view by double clicking or magnifying glass on K1-B02:
Use
Partner
Structure→ Usage Periods
SAP
a)
Use
2.
Field name or data type
Internal
Only
Extras → Usage list
Only
Internal
Enter period; installed equipment: P-1000-N001, M-1000-N051
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Unit 3: Technical Objects
PLM300
Lesson Summary You should now be able to: • Define equipment • Identify how to install and dismantle equipment • Explain the advantages of usage list
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Only
Internal
SAP
SAP Only
Internal
Use
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2003/Q2
PLM300
Lesson: Bills of Material
Lesson: Bills of Material Lesson Overview In this lesson, you will identify the application of Bills of Material (BOM) in Plant Maintenance. You will also be able to state the functions and purpose of BOM.
Only
After completing this lesson, you will be able to:
Business Example
Defining Bills of Material
In a company, equipment Bills of Material (BOM) comprises of parts such as, hydraulic press, hydraulic pump, valves, and coolers. You can use this BOM to carry out spare parts planning in the task list in the company and also to calculate the planned cost of the maintenance task.
Use
Partner
Identify the application of Bills of Material in Plant Maintenance
SAP
•
Internal
Lesson Objectives
SAP Only
Internal
Use
Partner
Figure 39: Bills of Material in a Company
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Unit 3: Technical Objects
PLM300
BOM is used for different purpose. The usage depends on the Enterprise area, for example: The engineering/design BOM includes all the elements of the product (from an engineering viewpoint) and contains the technical data. It is usually not dependent on the order.
Only
SAP
SAP
Use
Instead of a uniform bill of material, these areas use “their own” bill of material with area-specific data, such as production. They only evaluate bills of material containing area-specific data. This results in a targeted bill of material explosion, whereby only the area-specific data is made available. Data selection is controlled using the definition of the bill of material usage. A determination sequence by bill of material usage is defined while Customizing for selecting the correct bill of material for an application.
Internal
The costing BOM reproduces the product structure and forms the basis for automatic determination of the material usage costs for a product. Items that are not relevant for costing are not included in this bill of material.
Partner
The production BOM includes the items, from a production viewpoint, and assembly conditions. For the assembly, for example, only items relevant to production with process-oriented data are required.
Bills of Material in Plant Maintenance
Only
Internal
Use
Partner
Figure 40: Bills of Material in Plant Maintenance
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PLM300
Lesson: Bills of Material
The maintenance bill of material differs from other BOMs in that it only contains items relevant to Plant Maintenance. Additionally, the bill of material has three important functions: Structuring of the object The structure of an object should be displayed as clearly as possible from a maintenance viewpoint. Spare parts planning in the order -
Only
Spare parts planning in the task list -
• • •
Material BOM Equipment BOM Functional location BOM
Use
Partner
Spare parts can be planned in the task list based on a bill of material. There are three categories of maintenance bill of material:
Internal
If a technical object uses a bill of material, you can use this simply during the planning or a maintenance order to plan spare parts.
SAP
SAP Only
Internal
Use
Partner
Figure 41: Bills of Material: Example of Material BOM
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Unit 3: Technical Objects
PLM300
Material BOMs are used in Plant Maintenance if a number of similarly constructed objects have to be maintained. The aim is not to create a BOM for each technical object, but to create just one BOM and assign this to all the technical objects. This avoids redundant BOM.
•
Create a material
•
Create a material BOM for the material
Use
Partner
The bill of material can then be assigned to one or more technical objects, such as equipment or functional location. You can assign the respective technical object master record using the Structure view. The number of the corresponding material is entered in the Construction type field. Refer to the graphic above.
Internal
Only
A material BOM is a bill of material that is first created for a material independent of a technical object. To do this, you must:
SAP
SAP Only
Internal
Use
Partner
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2003/Q2
PLM300
Lesson: Bills of Material
Exercise 6: Using Bills of Material Exercise Objectives
Business Example
Partner
Task 1
SAP
Since TEZ-## and TEQ-## are constructed in the same way, you can use the same material BOM P-1000.
Use
Assign the material BOM P-1000 to your piece of equipment.
Partner
1.
How do you proceed?
Material Number What is the material number of the pressure cover for the pump and how can this be determined from the master record for the equipment?
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Only
Internal
Task 2 1.
SAP
The structure of your equipment TEZ-## should be represented for Plant Maintenance using a material BOM.
Use
The Bills of Material (BOM) can be used by a company to carry out spare parts planning in the task list and also to estimate the planned cost of the maintenance task. At IDES, all the individual parts for functional locations and pieces of equipment, for which no history is required but where spare parts planning is important, should be represented using bills of material.
Internal
Only
After completing this exercise, you will be able to: • Explain the purpose of BOM in Plant Maintenance • Display the BOM for a piece of equipment • Assign a material BOM to a piece of equipment
Unit 3: Technical Objects
PLM300
Solution 6: Using Bills of Material Task 1 The structure of your equipment TEZ-## should be represented for Plant Maintenance using a material BOM. Since TEZ-## and TEQ-## are constructed in the same way, you can use the same material BOM P-1000.
Only
Assign the material BOM P-1000 to your piece of equipment.
Internal
1.
How do you proceed?
Partner
a)
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Equipment ### Change “Structure” tab page
Use
“Construction type” field: Enter material P-1000 Save equipment
Material Number 1.
What is the material number of the pressure cover for the pump and how can this be determined from the master record for the equipment?
Use
SAP menu → Logistics→ Plant Maintenance → Management of Technical Objects → Equipment ### Change “Structure list” button
Internal
or Structure → Structure list
Only
Material number for pressure cover: 401-400
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© 2003 SAP AG. All rights reserved.
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a)
SAP
SAP
Task 2
2003/Q2
PLM300
Lesson: Bills of Material
Lesson Summary You should now be able to: • Identify the application of Bills of Material in Plant Maintenance
Use
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Only
Internal
SAP
SAP Only
Internal
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Unit Summary
PLM300
Unit Summary
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Partner
Internal
You should now be able to: • Define functional locations • Create functional locations • Identify functional location using structure indicator • Define equipment • Identify how to install and dismantle equipment • Explain the advantages of usage list • Identify the application of Bills of Material in Plant Maintenance
SAP
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PLM300
Test Your Knowledge
Test Your Knowledge 1.
A functional location is spatial when its structure is based on process-oriented criteria. Determine whether this statement is true or false.
2.
You should create functional locations to structure your systems if: Choose the correct answer(s).
C D
4.
Equipment is defined as a collection of physical objects that are maintained as individual autonomous units.
Use
SAP
State the maximum number of characters that can be used to identify a functional location.
Partner
3.
Determine whether this statement is true or false.
Only
True False 5.
State the functions of usage lists.
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© 2003 SAP AG. All rights reserved.
SAP
Internal
Maintenance tasks have to be performed. Technical data has to be stored and evaluated over a long period of time. Revenues have to be monitored. Effects of the usage conditions on the installed equipment have to be analyzed.
Use
Partner
A B
Internal
Only
True False
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6.
State the prerequisites for installing equipment.
7.
How does a maintenance BOM differ from other BOMs in the company?
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SAP
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PLM300
Test Your Knowledge
Answers 1.
A functional location is spatial when its structure is based on process-oriented criteria. Answer: False
Only
2.
You should create functional locations to structure your systems if:
You should create functional locations to structure your systems if costs of maintenance tasks have to be monitored. 3.
State the maximum number of characters that can be used to identify a functional location.
SAP
Equipment is defined as a collection of physical objects that are maintained as individual autonomous units.
Partner
Use
4.
Answer: False
State the functions of usage lists. Answer: In addition to changes to the installation locations, usage lists also document changes to other fields of the master record, such as cost center and asset.
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Internal
Equipment is defined as an individual physical object that should be maintained as an autonomous unit. 5.
SAP
Answer: A maximum of 40 characters can be used to identify a functional location.
Use
Partner
Answer: A, B, D
Internal
A functional location is functional when its structure is based on process-oriented criteria, such as polymerization or condensation.
Test Your Knowledge
6.
PLM300
State the prerequisites for installing equipment. Answer: Two prerequisites must be fulfilled for a piece of equipment to be installed at a functional location are the equipment category must permit an installation (Customizing) and the option Equipment installation allowed must be activated in the master record for the functional location. How does a maintenance BOM differ from other BOMs in the company?
Use
Partner
Answer: The maintenance bill of material differs from other BOMs in that it only contains items relevant to Plant Maintenance.
Internal
Only
7.
SAP
SAP Only
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2003/Q2
Unit 4 Unit Overview
Use
Partner
After completing this unit, you will be able to create a Breakdown Maintenance order for a malfunction or damage. You will also learn about time confirmations and technical completion of Breakdown Maintenance orders and notifications.
Internal
Only
Breakdown Maintenance
Unit Objectives
Use
Explain the Breakdown Maintenance Process Create the Breakdown Maintenance Orders Process the Breakdown Maintenance Orders Identify time confirmations in the Breakdown Maintenance Process Explain technical completion of a Maintenance order
Lesson: Processing Breakdown Maintenance Orders ......................... 102 Exercise 7: Creating Breakdown Maintenance Orders .................... 109 Lesson: Confirming and Completing Orders .................................... 117
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Unit Contents
Partner
• • • • •
SAP
SAP
After completing this unit, you will be able to:
Unit 4: Breakdown Maintenance
PLM300
Lesson: Processing Breakdown Maintenance Orders Lesson Overview
Internal
Only
In this lesson, you will get an overview of the Breakdown Maintenance Process and view the possible flow of the process. You will also identify the instruments for processing maintenance tasks and learn about the maintenance order.
Lesson Objectives After completing this lesson, you will be able to: Explain the Breakdown Maintenance Process Create the Breakdown Maintenance Orders Process the Breakdown Maintenance Orders
Business Example
SAP
SAP
The Processing Breakdown Maintenance Orders component of SAP records the downtime, technical details, and the costs incurred on a particular breakdown in a company.
Use
Partner
• • •
Only
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PLM300
Lesson: Processing Breakdown Maintenance Orders
Breakdown Maintenance Orders
Use
Partner
Only
Internal
For effective breakdown maintenance, you need to enter the data required for other business processes quickly and easily to execute the subsequent steps.
Use
Step 2: The execution phase comprises the removal of spare parts from stock and the actual execution of the order. Step 3: In the completion phase, the actual time required is confirmed. Technical confirmations are also entered to record the repair and condition of the technical system. The order is settled in the Controlling phase.
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Internal
Step 1: The starting point is the creation of a maintenance order, possibly using data from the maintenance notification, for damage or a malfunction. This maintenance order is not planned, but is immediately released for processing. Any order papers required are also printed.
Partner
The five-step cycle of corrective maintenance processing is reduced to a three-step cycle for breakdown maintenance:
SAP
SAP
Figure 42: Breakdown Maintenance: Process
Unit 4: Breakdown Maintenance
PLM300
Breakdown maintenance involves the creation and release of the maintenance order in one work step after an employee reports a malfunction.
SAP Use
Only
Internal
Partner
The malfunction is corrected by a maintenance work center named in the order. After the malfunction has been corrected, the order is confirmed by the person performing the task, the maintenance supervisor and the maintenance planner. Either the supervisor or the maintenance planner then completes the order.
SAP
Depending on the organization, this step is performed by the maintenance supervisor or the central maintenance planner.
Use
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Internal
Figure 43: Possible Process Flow for Breakdown Maintenance
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PLM300
Lesson: Processing Breakdown Maintenance Orders
SAP Use
Only
Internal
Although, the breakdown order and notification data is entered on the same screen, you can supplement and complete the notification later.
Partner
You can also create a breakdown order in combination with a maintenance notification (B), if malfunction data should be stored at this time for later documentation, such as malfunction start or damage. As a result, the order contains the same data as in case A, and the notification contains all the data relevant for the documentation or history.
SAP
The breakdown order can be created directly without any previous requisition note, see figure (A). The order usually refers to a technical object (functional location or equipment) and is configured at a work center. In the first operation, the malfunction to be corrected is described broadly.
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Internal
Figure 44: Order: With or Without Notification
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Unit 4: Breakdown Maintenance
PLM300
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Internal
Figure 45: Maintenance Processing Instruments
SAP
Orders are used to plan maintenance tasks and plan or track the costs incurred. The planning functions do not necessarily have to be executed here. Orders can also be created as immediate orders without any planning.
Use
Special case: Entering an order and notification in one work step During the processing of breakdown maintenance, the malfunction order can be created together with a malfunction report. As a result, the notification areas, malfunction data, damage, and notification dates are shown on the order header. The advantage here is that you can enter important malfunction data for the subsequent documentation when creating the order.
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Only
Internal
Although orders and notifications can be used independent of each other, they are usually combined to utilize the advantages of both the instruments.
Partner
Notifications are used to convey the maintenance requirements and the documentation for the technical findings and activities performed.
SAP
Two instruments are available for processing maintenance tasks:
PLM300
Lesson: Processing Breakdown Maintenance Orders
The function Put in Process releases the order, prints the required order papers, and finally saves the order.
SAP
Only
Internal
Use
Withdraw material Post goods receipts Enter time confirmations
Partner
• • •
SAP
You can perform the following activities after releasing the order:
Use
Partner
Only
Internal
Figure 46: Maintenance Order: Put in Process
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Unit 4: Breakdown Maintenance
PLM300
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SAP
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2003/Q2
PLM300
Lesson: Processing Breakdown Maintenance Orders
Exercise 7: Creating Breakdown Maintenance Orders Exercise Objectives
Business Example
Partner
The downtime and technical details of a breakdown and also the costs incurred on a particular breakdown in a company are recorded in Breakdown Maintenance Order. It contains only the most important data to ensure a quick response.
Use
Task 1 Creating a maintenance order without a maintenance notification
SAP
Which order type do you choose?
2.
Which start and end dates are displayed based on the priority?
SAP
Set up a maintenance order for your equipment TEQ-## as a breakdown maintenance task and enter the priority“Very high””. 1.
Use
Partner
Start date:
Internal
End date: 3.
Which other data is proposed? Where does this data come from?
4.
Which system status does the order have at this point?
5.
Put the order in process without printing it.
Only
Which order number is assigned? How has the system status changed?
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© 2003 SAP AG. All rights reserved.
Internal
Only
After completing this exercise, you will be able to: • Create a breakdown maintenance order and put it in process
109
Unit 4: Breakdown Maintenance
PLM300
Task 2
1.
Which order type do you choose?
2.
Enter a malfunction start (date, time) and select the switch field for a breakdown. Enter a suitable damage code. How do you proceed? Which order number was assigned?
Task 3 Confirming a breakdown order Enter an individual confirmation for both your maintenance orders created above. Which menu path do you use? Set the final confirmation indicator.
Use
Technical confirmation
Internal
1.
Complete the maintenance notification which you have created together with your second order. Enter a malfunction end a suitable cause of damage.
Only
How do you proceed?
Task 5 Completing a breakdown order 1.
Which status does the order have before the technical completion?
2.
Technically complete your maintenance orders. How do you proceed?
3.
Complete the notification as well. Which indicator do you set?
4.
Which status does the order have after the technical completion? Continued on next page
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© 2003 SAP AG. All rights reserved.
Partner
Task 4
SAP
SAP
1.
Use
Partner
Put the order in process without printing it.
Internal
Only
Creating an Order with a Notification. For a breakdown maintenance task, you set up a maintenance order combined with a notification, since you want to keep malfunction data determined now to document it later. Configure the maintenance order for your piece of equipment TEQ-## and assign priority “Very high”.
2003/Q2
PLM300
Lesson: Processing Breakdown Maintenance Orders
Solution 7: Creating Breakdown Maintenance Orders Task 1 Creating a maintenance order without a maintenance notification
1.
Which order type do you choose?
2.
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order ### Create (General) Field name or data type
Values
Order type
PM01
Use
Partner
a)
Which start and end dates are displayed based on the priority? Start date:
SAP
SAP
End date:
Values
Start date
Current date
End date
Current date + 1
Which other data is proposed? Where does this data come from? a)
Default data: Field name or data type
Values
From the equipment master
Maintenance planner group
Only
Internal
Field name or data type
Partner
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a)
3.
Main work center Functional loc. From Customizing
Maintenance activity type Continued on next page Continued on next page
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Internal
Only
Set up a maintenance order for your equipment TEQ-## as a breakdown maintenance task and enter the priority“Very high””.
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Unit 4: Breakdown Maintenance
4.
Which system status does the order have at this point? System Status Field name or data type
Values
CRTD
Created
MANC
Material availability not checked
NTUP
Dates are not updated
Put the order in process without printing it. Which order number is assigned?
Partner
How has the system status changed? a)
Choose button “Put in process” (white paper with cogwheels)
Use
Order number: xxxxxx (assigned by the system) Order → Change
Use
Field name or data type
Values
REL
Released
SETC
Settlement rule created
NMAT
No material components
PRC
Pre-costed
Partner
Task 2 Creating an Order with a Notification. For a breakdown maintenance task, you set up a maintenance order combined with a notification, since you want to keep malfunction data determined now to document it later. Configure the maintenance order for your piece of equipment TEQ-## and assign priority “Very high”.
Continued on next page Continued on next page
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2003/Q2
Only
Internal
SAP
SAP
System Status
112
Internal
Only
a)
5.
PLM300
PLM300
Lesson: Processing Breakdown Maintenance Orders
1.
Which order type do you choose? a)
Only
Field name or data type
Values
Order type
PM05
Enter a malfunction start (date, time) and select the switch field for a breakdown. Enter a suitable damage code. How do you proceed? Put the order in process without printing it. a)
On the “Malfnctn Data” tab page (belongs to the notification and is displayed on the order header), enter a breakdown start and set the “Breakdown” indicator.
SAP
Then press button “Put in process” (white paper with cogwheels).
Use
Partner
Task 3 Confirming a breakdown order Enter an individual confirmation for both your maintenance orders created above. Which menu path do you use? Set the final confirmation indicator. a)
Confirming a Breakdown OrderSAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Individual Time Confirmation Field name or data type
Values
Actual work
For example, 5 hours
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Internal
1.
SAP
Then enter a suitable type of damage on the “Damage” tab page: To do this, position the cursor in the “Damage” field and use F4-Help, for example, to select a damage from the code group PUMP/100.
Use
Partner
Which order number was assigned?
Internal
2.
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order ### Create (General)
Unit 4: Breakdown Maintenance
PLM300
Task 4 Technical confirmation 1.
Complete the maintenance notification which you have created together with your second order. Enter a malfunction end a suitable cause of damage. How do you proceed?
Only
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Choose symbol for notification In the item area, select the damage code. To do this, position the cursor in the Cause Code field and use F4-Help, for example, to select a cause from the code group PM01.
Task 5
SAP
1.
Which status does the order have before the technical completion? SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change
Field name or data type
Values
REL
Released
CNF
Confirmed
SETC
Settlement rule created
NMAT
No material components
PRC
Pre-costed
Only
Internal
System Status
Note: You can use the i-button at the end of the status line to display information about the abbreviations for the system statuses Continued on next page Continued on next page
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Use
a)
SAP
Completing a breakdown order
Use
Partner
Enter the malfunction end in the area for malfunction data.
Internal
a)
2003/Q2
PLM300
Lesson: Processing Breakdown Maintenance Orders
2.
Technically complete your maintenance orders. How do you proceed?
3.
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Field name or data type
Values
Technically complete the order
Function "Complete (technically)"
Internal
Only
a)
Complete the notification as well. Which indicator do you set?
4.
SAP
Completing the notification
Indicator "Complete notifications"
System Status
SAP
Field name or data type
Values
REL
Released
CNF
Confirmed
SETC
Settlement rule created
NMAT
No material components
PRC
Pre-costed
Partner
Use
Values
Which status does the order have after the technical completion? a)
Only
Internal
Field name or data type
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Partner
a)
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Unit 4: Breakdown Maintenance
PLM300
Lesson Summary You should now be able to: • Explain the Breakdown Maintenance Process • Create the Breakdown Maintenance Orders • Process the Breakdown Maintenance Orders
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SAP
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Confirming and Completing Orders
Lesson: Confirming and Completing Orders Lesson Overview In this lesson, you will learn about the scope of time confirmations in the Breakdown Maintenance process. You will also be able to identify the status of a Maintenance order.
Only
Internal
Lesson Objectives After completing this lesson, you will be able to: Identify time confirmations in the Breakdown Maintenance Process Explain technical completion of a Maintenance order
Business Example
SAP
SAP
A company that has implemented SAP components wants to record the time used to accomplish a maintenance task and perform material confirmation. The SAP Breakdown Maintenance component enables users to record breakdown orders, complete confirmation, and technically complete orders.
Use
Partner
• •
Time Confirmations
Only
Internal
Use
Partner
Figure 47: Time Confirmations
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Unit 4: Breakdown Maintenance
PLM300
In most cases, breakdown maintenance involves one order with only one operation. For this reason, you can use the individual entry function for time confirmation. Here, you can enter the actual time directly on the detail screen for the operation confirmation. When confirmations of operations have been entered for a Maintenance order, these operations are automatically assigned the status PCNF (Partially confirmed) by the system.
Only
Instead of using individual entry, you can use the overall completion confirmation function to enter not only the times, but also, for example, material withdrawals, counter readings and so on, on a single screen.
Technical Completion
Use
Partner
There is always a risk of completion confirmations being assigned to the wrong operations or entered with the wrong data. The system therefore allows you to reverse completion confirmations if required.
Internal
As soon as all the operations for a Maintenance order have been completely confirmed, the order itself is assigned the status CNF (Confirmed).
SAP
SAP Only
Internal
Use
Partner
Figure 48: Maintenance Order: Technical Completion
The Maintenance order obtains the status TECO (Technically completed). In other words, the maintenance work required for this order has been completed. Continued on next page
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2003/Q2
PLM300
Lesson: Confirming and Completing Orders
The Maintenance order can now only be changed online as follows: •
It can be locked or unlocked.
•
The deletion flag can be set.
The location and account assignment data specified for the maintenance order is fixed and can no longer be changed. However, the order can still receive costs, for example, invoice receipts for materials delivered and consumed.
Only
Use
Partner
Internal
If you have not maintained a settlement rule for the Maintenance order, it is created automatically by the system. If this is not possible owing to missing data, the system directs you to where the settlement rule can be maintained.
SAP
SAP Only
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Unit 4: Breakdown Maintenance
PLM300
Lesson Summary You should now be able to: • Identify time confirmations in the Breakdown Maintenance Process • Explain technical completion of a Maintenance order
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SAP
SAP Only
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PLM300
Unit Summary
Unit Summary You should now be able to: • Explain the Breakdown Maintenance Process • Create the Breakdown Maintenance Orders • Process the Breakdown Maintenance Orders • Identify time confirmations in the Breakdown Maintenance Process • Explain technical completion of a Maintenance order
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SAP
SAP Only
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Unit Summary
PLM300
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SAP
SAP Only
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PLM300
Test Your Knowledge
Test Your Knowledge 1.
A breakdown order can also be created with a maintenance notification maintenance notification. Fill in the blanks to complete the sentence.
The first step in the Breakdown Maintenance Process is the creation of maintenance order maintenance order. Fill in the blanks to complete the sentence.
3.
The function Put in Process releases the order and prints the required order papers. True False
4.
Time, material and counter reading can be confirmed in a single entry using overall completion overall completionfunction.
SAP
The location and account assignment data specified for the Maintenance order is fixed. Determine whether this statement is true or false.
Only
Internal
True False
Partner
Use
5.
SAP
Fill in the blanks to complete the sentence.
Use
Partner
Determine whether this statement is true or false.
Internal
Only
2.
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Test Your Knowledge
PLM300
Answers 1.
A breakdown order can also be created with a maintenance notification. Answer: maintenance notification The first step in the Breakdown Maintenance Process is the creation of maintenance order. Answer: maintenance order The function Put in Process releases the order and prints the required order papers. Answer: False The function Put in Process releases the order, prints the required order papers, and finally saves the order.
SAP
Time, material and counter reading can be confirmed in a single entry using overall completionfunction. Answer: overall completion
Use
The location and account assignment data specified for the Maintenance order is fixed.
Internal
Answer: True The location and account assignment data specified for the Maintenance order is fixed.
Partner
5.
SAP
4.
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3.
Internal
Only
2.
Only
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2003/Q2
Unit 5 Unit Overview
Partner SAP
SAP
Unit Objectives After completing this unit, you will be able to:
© 2003 SAP AG. All rights reserved.
125
Use Internal
Only
2003/Q2
Identify the various phases of the Corrective Maintenance process Create maintenance notifications Identify the structure of a maintenance notification Identify the various objects in maintenance notification Select maintenance notification Identify the planning phase of the Corrective Maintenance process Create a maintenance order Explain material purchase through a maintenance order Identify the scheduling phase of the Corrective Maintenance cycle Select the appropriate maintenance orders Release and print the maintenance orders Identify the execution phase of Corrective Maintenance process Describe material withdrawals and identify its types Identify the activities involved in completing themaintenance order Identify the activities involved in completing the maintenance order notification
Partner
• • • • • • • • • • • • • • •
Use
In this unit, you will be able to report, view, and process requirements for corrective maintenance. You will also be able to plan orders with operations, stock and non-stock material, utilities, and costs and release and print orders. In addition, you will be able to make planned and unplanned withdrawals of material and record time and technical confirmations and ensure their technical completion. Finally, you will get an overview of online and offline mobile solutions.
Internal
Only
Corrective Maintenance
Unit 5: Corrective Maintenance
Process external services for maintenance orders Process individual purchases for maintenance orders Identify receipt of goods and verify invoices Identify the processing of maintenance orders at external work centers Describe the service procurement process Identify online mobile solutions Identify offline mobile solutions
Unit Contents
Partner
Partner SAP Use
SAP Only
Internal
Use
Lesson: Corrective Maintenance Process ....................................... 127 Lesson: Notification of Maintenance Requirements............................ 130 Exercise 8: Notifications ....................................................... 139 Lesson: Planning of Orders ....................................................... 146 Exercise 9: Order Planning.................................................... 159 Lesson: Scheduling Maintenance Tasks......................................... 175 Exercise 10: Scheduling of Maintenance Tasks ............................ 185 Lesson: Executing Maintenance Tasks .......................................... 195 Exercise 11: Execution of Maintenance Tasks ............................. 199 Lesson: Completing Notifications and Orders .................................. 205 Exercise 12: Completion of Maintenance Notification ..................... 215 Lesson: Purchasing External Services .......................................... 229 Exercise 13: Procurement of External Services............................ 247 Exercise 14: External services as service items ........................... 253 Lesson: Explaining Mobile Solutions ............................................. 262
Internal
Only
• • • • • • •
PLM300
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2003/Q2
PLM300
Lesson: Corrective Maintenance Process
Lesson: Corrective Maintenance Process Lesson Overview In this lesson, you will identify the various phases of the Corrective Maintenance process. These phases include Notification, Planning, Scheduling, Execution, and Completion.
Only
After completing this lesson, you will be able to:
Business Example
Different Phases of Corrective Maintenance Process
A company that has implemented SAP component wants to collect its maintenance requirements and then deal with them during order processing. The Corrective Maintenance process of SAP enables users to detail requirements such as malfunctions.
Use
Partner
Identify the various phases of the Corrective Maintenance process
SAP
•
Internal
Lesson Objectives
SAP Only
Internal
Use
Partner
Figure 49: Corrective Maintenance: Process
Continued on next page
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127
Unit 5: Corrective Maintenance
PLM300
At International Demonstration and Education System, the maintenance requirements are collected and then dealt with during order processing. This processing involves the following steps: notification, planning, scheduling, execution, and completion. Step 1: Notification: Malfunctions and other requirements are detailed in the notification and entered in the system. You can use the notification list to find and process notifications.
Only SAP Use
Only
Internal
Partner
Step 5: Completion: This phase is composed of the partial steps of time confirmation, entering the actual times worked, technical completion, completing the results, and technical completion. The Controlling department can settle the order at the same time.
SAP
Step 4: Execution: In this step, the task is performed on site. The required materials are withdrawn from storage with reference to the order. Unplanned withdrawals of material, that is, withdrawals that have not been reserved through the order, are also possible.
Use
Partner
Step 3: Scheduling: In the control step, the order undergoes checks, such as material availability check, capacity requirement check, which are important for the subsequent release. If no serious problems arise, for example, spare part not available for required date, then the order is put into process and usually in the same step - the shop papers are printed.
Internal
Step 2: Planning: In this step, orders are created for the requirements outlined in the notification. The order contains the tasks to be performed, together with the materials and tools required.
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PLM300
Lesson: Corrective Maintenance Process
Lesson Summary You should now be able to: • Identify the various phases of the Corrective Maintenance process
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SAP
SAP Only
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Unit 5: Corrective Maintenance
PLM300
Lesson: Notification of Maintenance Requirements Lesson Overview In this lesson, you will be able to create maintenance notifications and identify their structure. You will also be able to identify the various objects in maintenance notifications.
Internal
Only
Finally, you will be able to select appropriate maintenance notifications.
Lesson Objectives After completing this lesson, you will be able to:
Partner
Create maintenance notifications Identify the structure of a maintenance notification Identify the various objects in maintenance notification Select maintenance notification
Use
• • • •
Business Example
SAP
SAP
A company needs to determine the origin, content, and other features of maintenance, thereby making them available for evaluation in the long run. It can track the downtime of using notifications by creating maintenance notifications.
Only
Internal
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2003/Q2
PLM300
Lesson: Notification of Maintenance Requirements
Creating Notifications
Partner
The starting point for corrective maintenance, step 1, is the notification of a damage, a malfunction, or some other request, such as a request for modification work.
Use
SAP
Only
Internal
Figure 50: Cycle for Corrective Maintenance
SAP
Use Internal
A maintenance task, which is very frequently processed using a maintenance order, is introduced owing to the request or malfunction. A notification does not necessitate the creation of an order in every case.
Partner
The notification usually refers to a technical object and contains a description of the malfunction or requirements. In addition, data can be entered in a notification to build up the history, for example, damage, causes and so on.
Only
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Unit 5: Corrective Maintenance
PLM300
Notification Structure
Partner
SAP
You enter and maintain data in a notification item to determine a problem, damage, or the activity executed in greater detail. A notification can contain several items.
Partner
Use
Each maintenance notification contains header data. Header data is the information used to identify and manage the maintenance notification. This data is valid for the complete maintenance notification.
Use
SAP
Only
Internal
Figure 51: Maintenance Notification: Structure
The task data describes activities that should still be performed, and which might have only arisen after the maintenance task was executed, such as creating a report. However, in some cases, you can also use tasks for planning purposes, for example, if order processing is not active. In this case, you can plan to use different people to process the notification and monitor the execution of activities for specific periods of time. Note, however, that no cost monitoring, material planning, or capacity requirements planning is possible for this type of processing.
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Internal
Activities document the work performed for a notification. They are particularly important for inspections because they prove that certain tasks have been performed.
PLM300
Lesson: Notification of Maintenance Requirements
Notification Objects
Use
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Internal
Figure 52: Objects in Maintenance Notification
SAP Use Internal
Functional location + Equipment + Assembly, standard setting. Functional location + Equipment + Assembly, for functional locations with exactly one piece of equipment installed, the equipment is set automatically. Functional location. Equipment, with or without assembly. Continued on next page
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A view for the reference object can be chosen for an individual notification or for a notification type as follows:
Partner
However, you can also enter these maintenance notifications without specifying an object number. This is the case, for example, if a malfunction report refers to an object that is not managed in the system under a number, or if a maintenance request refers to a new object to be provided for an investment program.
SAP
All the types of maintenance notification mentioned can be entered for both a functional location and a piece of equipment, in each case with or without assembly, or for a material with serial number. The hierarchy for these objects corresponds to the sequence specified. In other words, if you enter a maintenance notification for an assembly on a piece of equipment, which is assigned to a functional location, the system transfers all the relevant data for the piece of equipment and the functional location.
Unit 5: Corrective Maintenance
PLM300
Material number + Serial number, with or without equipment number. Without a reference object.
Partner Use
Only
Internal
Partner
The dialog box can be displayed automatically if required, provided that certain conditions are fulfilled. For example, you can make settings in Customizing so that the object information is always displayed if notifications for the object are outstanding in a certain period of time. In this way, you, as the person who entered the notification, automatically receive any important information at this point.
SAP
The dialog box contains data, where available, about the classification of the object. It displays statistics for the maintenance notifications related to the object and the last three maintenance notifications entered for this object with short text, date, and completion. You can also call up information about orders, maintenance items, and maintenance dates.
You can use the object information to obtain a swift overview of the condition and history of the object concerned.
Use
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Internal
Figure 53: Maintenance Notification: Object Information
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Lesson: Notification of Maintenance Requirements
Partner
Only
Internal
Figure 54: Catalogs
SAP Use
• • • •
No incorrect entries. Codes can be used as the starting point for workflows and follow-up actions. Statistical evaluations are possible using the standard analyses in the PMIS.
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Internal
Advantages of Catalogs:
Partner
•
Catalog: Combination of code groups, grouped together according to content, such as damage, cause of damage. Code groups: Combination of code groups, grouped together according to content, such as damage to vehicles, pumps, motors or mechanical damage, electrical damage and so on. Codes: Description of damage, an activity and so on.
SAP
•
Use
Catalogs are used when maintaining notifications for the coded entry of results and activities. Coded entry is particularly useful for analysis. There are certain standard analyses in the Plant Maintenance Information System (PMIS), which can be used to analyze these codes.
Unit 5: Corrective Maintenance
PLM300
SAP
SAP
In the catalog profile, you can define which code groups can be used when processing a specific object. The advantage here is that only the code groups relevant for the object are displayed.
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Internal
Figure 55: Catalogs and Catalog Profiles
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Internal
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PLM300
Lesson: Notification of Maintenance Requirements
Selecting Notifications
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•
• •
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Internal
•
Change or display a specific maintenance notification, but do not know its number. Change or display several maintenance notifications, which have certain features. Execute a specific function simultaneously for several maintenance notifications, which have certain features, such as printing, or creating an order. Obtain an overview of all the notification tasks that meet specific criteria. Have a list of all the notification items that meet specific criteria.
Partner
There are many reasons why the list editing features of the system can support you when selecting maintenance notifications, tasks, and items. For example, if you want to:
SAP
Figure 56: Selecting Maintenance Notifications
Unit 5: Corrective Maintenance
PLM300
The ABAP List Viewer, which allows you to flexibly represent and process lists, is available for displaying the results of a selection. For example, there is an option to: - Make columns wider or narrower. - Select. - Sort.
SAP
You can also change lists using a customer exit, for example, to add headings or change print parameters.
SAP
The list can also be sorted by several columns simultaneously, for example, by notification date and notification number.
Use
Partner
- Move columns using Drag & Drop.
Internal
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Figure 57: Selection Hitlist: ABAP List Viewer
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PLM300
Lesson: Notification of Maintenance Requirements
Exercise 8: Notifications Exercise Objectives
Business Example
Partner
Task 1
Use
A company needs to create maintenance notifications to determine the origin, content, and other features of maintenance and also to make them available for evaluation in the long run. These notifications are collected in the form of requests or malfunction reports and converted into orders by a maintenance planner.
Internal
Only
After completing this exercise, you will be able to: • Describe the structure of a maintenance notification • Create notifications of different notification types • Select and further process maintenance notifications
Creating a Maintenance Request
SAP
Create a maintenance request for equipment P-1000-N001; a new welded joint is to be made on the casing of the pump motor.
Use
Which notification number is assigned? Assign an assembly Select an appropriate maintenance assembly. How do you proceed? Which data have you entered? 3.
Object information Obtain information about the equipment from the object information screen. What is the practical use of the object information? What information is offered?
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2.
Partner
Enter a damage description and a long text and assign the maintenance request to your maintenance planner group I## and your work center T-ME##.
SAP
1.
Unit 5: Corrective Maintenance
PLM300
Task 2 Creating a Malfunction Report 1.
Create a malfunction report for your pump TEQ-##: the electric supply cables are broken and must be renewed. Enter a malfunction start in the malfunction report and set the breakdown indicator.
2.
Damage code and cause code Specify an appropriate damage in your malfunction report and, if already known, a cause of damage. Which data have you entered?
Partner
Damage/code group: Cause/code group:
Use
Task 3 Selecting Maintenance Notifications
SAP
Select all the maintenance notifications created in this course (in display mode).
2.
Display the list so that you can see who created the maintenance notifications and when; then sort the list alphabetically by the name of the person who entered the notification. How do you proceed?
3.
You want to save the relevant settings in the list for future list displays.
Internal
How do you save the current settings as a layout? How can this variant be set as the standard layout?
Partner
Use
Which selection criteria do you choose?
SAP
1.
Internal
Only
Which notification number is assigned?
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PLM300
Lesson: Notification of Maintenance Requirements
Solution 8: Notifications Task 1 Creating a Maintenance Request 1.
Create a maintenance request for equipment P-1000-N001; a new welded joint is to be made on the casing of the pump motor.
Only
Which notification number is assigned?
Partner
a)
Creating a Maintenance Request
SAP
Short text
Provide new weld joint
Long text (button Create text)
Enter text as required
Reference object (equipment)
P-1000-N001
Assign an assembly
a)
Assign an assembly The assembly is part of the object structure (object BOM) and is used to precise the damage location. ‘Structure list’ symbol in the reference object screen area. >>The equipment BOM is exploded >>For example, select material 100-100 (casing)
3.
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Internal
Select an appropriate maintenance assembly. How do you proceed? Which data have you entered?
Partner
Use
Values
SAP
2.
Field name or data type
Use
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → Create (Special) → Maintenance Request
Internal
Enter a damage description and a long text and assign the maintenance request to your maintenance planner group I## and your work center T-ME##.
Unit 5: Corrective Maintenance
PLM300
Obtain information about the equipment from the object information screen. What is the practical use of the object information? What information is offered? a)
Object information Press the I-button (blue-white) in the reference object screen area.
Only Partner
Use
The information displayed includes: - Data on the reference object - Documents (for example, technical drawings)
SAP
SAP
- Maintenance dates - Various key figures - The last three notifications for the reference object
Use
Task 2 Create a malfunction report for your pump TEQ-##: the electric supply cables are broken and must be renewed. Enter a malfunction start in the malfunction report and set the breakdown indicator.
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Internal
Creating a Malfunction Report
Partner
- The last order for the reference object
1.
Internal
The object information gives an overview of the overall situation of the reference object. This makes it possible to coordinate different areas – for example, breakdown processing and maintenance orders: the object information shows you whether a maintenance order exists in the near future which could potentially be extended to repair the malfunction. This saves having to create a separate breakdown order.
PLM300
Lesson: Notification of Maintenance Requirements
Which notification number is assigned? a)
Creating a Malfunction Report SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → Create (Special) → Malfunction Report Notification number: 10000xxx
Damage code and cause code Specify an appropriate damage in your malfunction report and, if already known, a cause of damage. Which data have you entered? Damage/code group: Damage code and cause code Field name or data type
Values
Damage/code group
For example, PUMP/100 1001
Cause of damage/code group
For example, PM02 1000
SAP
SAP
a)
Task 3
Use
Select all the maintenance notifications created in this course (in display mode).
Internal
Which selection criteria do you choose? a)
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → List Editing → Display
Only
Selection criteria: For example, notification date from "start date of course" until "finish date of course" and reported by "PLM300*"
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Selecting Maintenance Notifications 1.
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Cause/code group:
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2.
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2.
PLM300
Display the list so that you can see who created the maintenance notifications and when; then sort the list alphabetically by the name of the person who entered the notification. How do you proceed? a)
Display and sort list: Settings → Display variant → Current: Select "Created at" and "Created by" Select column "Created by" and symbol "Sort ascending"
3.
You want to save the relevant settings in the list for future list displays.
Partner
How do you save the current settings as a layout? How can this variant be set as the standard layout? a)
Settings → Layouts → Save as variant
Use
Enter variant name and variant description, then save >> A user-specific variant is created Settings → Layouts → Administration
SAP
clickDefault Setting field >> A green tick appears,save
SAP
Internal
Only
Button "3" and "Copy"
Only
Internal
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PLM300
Lesson: Notification of Maintenance Requirements
Lesson Summary You should now be able to: • Create maintenance notifications • Identify the structure of a maintenance notification • Identify the various objects in maintenance notification • Select maintenance notification
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Unit 5: Corrective Maintenance
PLM300
Lesson: Planning of Orders Lesson Overview In this lesson, you will identify the planning phase of the Corrective Maintenance Process. You will also be able to create maintenance orders. Finally, you will be able to explain material purchase through maintain orders.
Only
After completing this lesson, you will be able to: Identify the planning phase of the Corrective Maintenance process Create a maintenance order Explain material purchase through a maintenance order
Business Example
SAP
SAP
Order planning can facilitate a company to plan its resources and operations. It can also help the company to plan the allocation of spare parts for the maintenance tasks to be performed. The SAP Corrective Maintenance process enables users to plan orders.
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• • •
Internal
Lesson Objectives
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Lesson: Planning of Orders
Planning Maintenance Orders
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Internal
In the planning step, the order is created and planned from the notification. Typical planning tasks include creating operations, reserving spare parts, or planning usage times.
SAP
SAP
Figure 58: Cycle for Corrective Maintenance
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Internal
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Figure 59: Planning Alternatives: Internal or External Processing?
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PLM300
In corrective maintenance, there are basically two options for assigning work to be performed: For internal processing, internal workshops, which are defined in the system as maintenance work centers, execute the work. For external processing, external companies are hired. There are three ways of representing this external service.
Only
Use
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Internal
Creating Maintenance Orders
2. Case: The maintenance notification is not entered centrally, but is created for the maintenance notification by the person responsible. 3. Case: In a maintenance order, several maintenance notifications are combined into one or more objects. 4. Case: An activity report for an existing maintenance order is entered subsequently as a technical confirmation. 5. Case: A maintenance order is automatically generated from a maintenance item by the maintenance plan.
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1. Case: The maintenance order is created directly, such as breakdown order.
Partner
Use
SAP
SAP
Figure 60: Creation of Maintenance Orders
PLM300
Lesson: Planning of Orders
Use
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Internal
Figure 61: Elements of Maintenance Order
SAP Use
The material list, that is, the component list, contains spare parts, which are required and used when the maintenance order is executed. Production resources/tools, such as tools, protective clothing, and trucks, are required to execute the maintenance order, but are not used up. The data in the settlement rule provides information on who should bear the costs. It is proposed from the master record for the reference object and can be changed when the first settlement rule is maintained for the order. The costs view tells you how much the estimated, planned, and actual costs are in the value categories for this order. There is a technical view and a controlling view available.
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Internal
The order operation describes the tasks that should be performed for the maintenance order and who performs them with what guidelines.
Partner
The object list contains the objects to be processed, functional locations, equipment, assemblies, serial numbers, and is implemented if the same activity must be performed at multiple objects of the same type.
SAP
The header data is the information that serves to identify and manage the maintenance order. It is valid for the whole maintenance order - for example, the number, description and type of order, scheduled dates for order execution, priority of tasks, creator, last person who changed the order, and so on.
PLM300
Internal
Partner
Only
Unit 5: Corrective Maintenance
When you prepare work using operations, you can plan at three different detail levels, depending on the type of maintenance order and the scope of the work planned.
Use
For minor orders with only one operation, fast entry, you can enter the data for an operation in the header data screen in the bottom section of the screen without changing the screen. This operation can be either an internal or external process.
SAP
SAP
Figure 62: Operations
Use Internal
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Short or comprehensive orders with detailed planning: You use the operation overview and the operation detail screens for these orders. For detailed information about internal processing, use the Operation Internal Processing screen. For detailed information about external processing, use the Operation External Processing screen.
Partner
Comprehensive orders without detailed planning: You use the operation overview for these orders. Here, you can enter any number of operations in list form.
PLM300
Lesson: Planning of Orders
SAP
If notifications are assigned to the order using the object list, the first notification in the order header appears in the "Notification" field. The first notification is indicated as the header notification.
The object list does not “control” the order, that is, no adjustment of work to be performed, update of history, or cost distribution will take place. You can use customer exit IWO10027 to distribute the order costs proportionately to the objects in the object list. Customer exits are dealt with in the following courses.
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Internal
Both the header notification and the other notifications in the object list can be separated from the order again.
Partner
Use
Even if no reference object has been specified for the maintenance order on the header data screen, you can assign technical objects and/or maintenance notifications to the maintenance order in the object list.
SAP
The object list is an integral part of the maintenance order. This is used to compile multiple notifications and also to assign several technical objects to the order.
Use
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Internal
Figure 63: Maintenance Order: Object List
Unit 5: Corrective Maintenance
PLM300
SAP Use
An automatic availability check is performed when the order is released. The order can also be released if there is no availability. A material provision list and material withdrawal slips can be printed together with the order papers. Planned goods issues are entered with reference to the reservation, such as reservation number, unplanned goods issues with reference to the order number. The goods issues entered appear in the document flow of the order.
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Internal
An availability check can be called up when components are assigned in the order.
Partner
The materials that you plan for the maintenance order will be reserved in the warehouse, if they are kept in stock. You can set the reservation time in your system using the Customizing function. In Customizing, it is decided, for each order type, whether the system should make the material reservation effective or generate the purchase requisition immediately or only when the order is released.
SAP
You can plan materials that are required to execute the task for each operation in the maintenance order. The materials can be bill of material components for the reference object or freely assigned materials.
Use
Partner
Only
Internal
Figure 64: Stock Material - Process Flow
PLM300
Lesson: Planning of Orders
Material Purchase Through Maintenance Orders
Use
Partner
Only
Internal
When components are assigned in the order, additional purchase information can be entered.
Use
In purchasing, purchase orders are generated from purchase requisitions. The purchase order items are assigned to the maintenance order.
When goods receipts are entered, the maintenance order is debited with the purchase order value. When the invoice is received, any invoice differences are automatically credited to, or debited from the maintenance order. The goods receipts entered appear in the document flow of the order.
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Internal
Goods receipts are entered with reference to the purchase order after the order has been put in process. The account assignment of the purchase order to the order instigates the posting to the order.
Partner
Depending on the order type, the purchase requisitions are generated either when the order is saved or released.
SAP
SAP
Figure 65: Non-Stock Material – Process Flow
Unit 5: Corrective Maintenance
PLM300
SAP
From the order you can access an external catalog directly (R/3 Enterprise) or you can connect to the catalog through the EBP (Enterprise Buyer Professional) component (R/3 4.6C).
SAP
The material planning in the maintenance order can be based on internet catalogs, as well as on direct material assignment, and the use of BOMs.
Use
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Internal
Figure 66: Material Through Internet Catalog
Only
Internal
Use
Partner
Figure 67: Direct Catalog Access
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Lesson: Planning of Orders
Internal
Figure 68: Catalog access through EBP
A prerequisite for this process is that the EBP system’s Customizing must be set up on the back-end R/3 Enterprise. EBP and the back-end R/3 Enterprise are linked to each other.
SAP
SAP
A possible process could be as follows: Maintenance order is created in the back-end system. EBP system is started through the URL (http://...).
Use
An operation is selected. Components are sought in and selected from a catalog defined in the EBP.
Internal
The component list is transferred to the EBP where it is completed or changed. The component list is then transferred to the back-end system.
Only
The component list is copied and added to the operation, usually as a non-stock item. When you save or release the order, a purchase requisition application is generated. You can find further information on this topic in the PLM315 and EPR210 courses.
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Partner
Component planning is started, and the system looks for the order.
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PLM300
Internal
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Unit 5: Corrective Maintenance
Partner
Figure 69: Central Address Management
The following objects are connected to the address management:
Use
- Functional location - Equipment
SAP
SAP
- Maintenance notification - Maintenance order - Component for non-stock material (order)
Use
Only
Internal
Partner
You also have the option of specifying the delivery address for non-stock material in the order and transferring it to purchasing. The delivery address can also be derived automatically using definable rules.
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PLM300
Lesson: Planning of Orders
Cost Analysis in Maintenance Order
Use
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Only
Internal
SAP
SAP
Figure 70: Cost Analysis in Maintenance Order
You can display the expected costs in two ways: At cost element level, that is, Controlling view.
Partner
Use
At value category level, that is, Maintenance view.
Only
Internal
In Customizing, cost elements are assigned to value categories.
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PLM300
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PLM300
Lesson: Planning of Orders
Exercise 9: Order Planning Exercise Objectives
Order planning is done by a company to plan its resources and operations and it also helps in the allocation of spare parts for the maintenance tasks to be performed. The order is the most important component in planning maintenance tasks. Order planning can be done for internal processing or for external processing of maintenance function.
SAP
Only Partner
Business Example
Use
Task 1
SAP
Internal
After completing this exercise, you will be able to: • Describe the structure of a maintenance order • Create operations • Plan material • Structure an object list • Manage addresses • Display the cost overview
Creating Orders
Use
From the notifications list From an individual notification 1.
You are the responsible maintenance planner and want to plan orders on the basis of your notifications list. Create a maintenance order for your malfunction report. How do you make the selection? How do you proceed?
2.
Which order type and which additional data is proposed and why? Save the order. Which number is assigned to it?
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Internal
Directly (without a notification)
Partner
Maintenance orders can be created in different ways:
Unit 5: Corrective Maintenance
1.
PLM300
Create a maintenance order for your maintenance request and assign the order type PM03. Assign the order to your work center T-ME## and assign the business center 1000. How do you proceed? Which order number is assigned? Call up your order again using "Display maintenance order" and check which data has been transferred to the order header. Order short text
Partner
Order long text Priority Maintenance planner group
Use
Required start date Required end date
SAP
SAP
Task 3 Create an order directly The electric supply cables for three pumps in the clarification plant C1 are to be replaced. Create an order for this work directly (that is, without reference to a maintenance notification). Use order type PM01. Make the necessary entries in the object list.
Internal
How do you make entries in the object list and what equipment have you selected? Save the order. Which number is assigned to it?
Only
Task 4 Operations 1.
Enter operations for your maintenance orders. Use the existing standard text (=standard text key) to do this. Order 1:______ Order 2:______ Continued on next page Continued on next page
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1.
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2.
© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Planning of Orders
Order 3:______ Which standard texts have you used? 2.
What extra step must be performed for order 3 (from exercise 2-3) with regard to the objects? When should you perform this step?
Task 5 1.
Assign material from the general material list to an operation in your order. Order
Partner
Operation Material number
2.
Use
Required quantity Material planning - Material from the bill of material
SAP
How should you proceed?
Use
Partner
Which bill of material is proposed? Why? Order
Internal
Operation Material number (in BOM) Quantity according to BOM
Only
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SAP
In addition, assign a material to another operation in your order using the bill of material.
3.
Internal
Only
Material planning – General material
161
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Purchasing group Price Vendor G/L account Material group
Only
Material planning – Delivery address non-stock material
Partner
Check the delivery address for your non-stock item. Which menu path do you use? Which specifications are made? Why? If you have not found a delivery address, enter a new one. Name Postal code/City
Use
Street
Task 6
SAP
Value category
Standard cost estimate - Planned/actual comparison Determine the cost elements used by planned costs in your order. Which menu path do you use? Cost element Planned costs
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Internal
2.
Planned costs
Partner
Use
Display the cost overview for your order. Which menu path do you use? Which valuation categories contain planned costs?
SAP
Standard cost estimate – cost overview 1.
Internal
4.
PLM300
Lesson: Planning of Orders
Solution 9: Order Planning Task 1 Creating Orders Maintenance orders can be created in different ways: From the notifications list
Only
Directly (without a notification) You are the responsible maintenance planner and want to plan orders on the basis of your notifications list. Create a maintenance order for your malfunction report. How do you make the selection? How do you proceed? a)
Create an order from the notification list SAP menu→Logistics→Plant Maintenance→Maintenance Processing →Notification→List Editing→Change
SAP
SAP
Select notification(s), and thenNotification→Assign order or Use “Generate Order” icon.
Only
Internal
Use
Which order type and which additional data is proposed and why?
Partner
2.
Use
Partner
1.
Internal
From an individual notification
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Unit 5: Corrective Maintenance
PLM300
Save the order. Which number is assigned to it? a)
Order type
The order type is proposed on the basis of a Customizing settingImportant: The order type can no longer be changed here
Order number
Basic dates Reference object Priority xxxxxx (assigned by the system after saving)
Task 2 Create an order from the processing of an individual maintenance notification
SAP
Create a maintenance order for your maintenance request and assign the order type PM03.
Partner
Use
Assign the order to your work center T-ME## and assign the business center 1000.
SAP
1.
Use
Data from malfunction Short text report Long text (depending on Customizing)
Internal
Only
Values
Partner
Field name or data type
Only
Internal
How do you proceed?
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PLM300
Lesson: Planning of Orders
Which order number is assigned? a)
Create order from individual notification processing Access the maintenance notification as follows: SAP menu →Logistics →Plant Maintenance →Maintenance Processing→Notification→ List Editing→Change Select notification
Only
Internal
Goto → Notification (from the notification header) PM Notification→Order→Create→Direct SAP menu→Logistics→ Plant Maintenance→Maintenance Processing→Notification→ Change Enter notification number (from the notification header) PM Notification→Order→Create→ Direct
SAP
Call up your order again using "Display maintenance order" and check which data has been transferred to the order header.
SAP
2.
Use
Partner
or
Partner
Use
Order short text Order long text Priority
Only
Internal
Maintenance planner group
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Required start date Required end date a)
Create order directly Data copied to the order header:
Order short text
Yes
Order long text
Depending on Customizing
Priority
Yes
Maintenance planner group
Yes
Required start date
Yes
Required end date
Yes
Use
Partner
Values
SAP
Create an order directly
Use
Only
Internal
How do you make entries in the object list and what equipment have you selected? Save the order.
Partner
The electric supply cables for three pumps in the clarification plant C1 are to be replaced. Create an order for this work directly (that is, without reference to a maintenance notification). Use order type PM01. Make the necessary entries in the object list.
SAP
Task 3 1.
Internal
Only
Field name or data type
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Lesson: Planning of Orders
Which number is assigned to it? a)
SAP menu→Logistics →Plant Maintenance→Maintenance Processing→Order→Create (General) Select equipment: Objects tab page→Equipment selection button Selection conditions:
Only
Internal
Object description *pump* Functional location K1* Equipment:
Values
P-1000-N001
Electric pump 001
P-1000-N002
Electric pump 002
P-1000-N003
Electric pump 003
SAP
SAP
Field name or data type
Use
Partner
For example:
Task 4 Operations
Use
Enter operations for your maintenance orders. Use the existing standard text (=standard text key) to do this. Order 1:______
Internal
Order 2:______ Order 3:______
Partner
1.
Only
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Which standard texts have you used? a)
Plan order operations SAP menu→Logistics →Plant Maintenance →Maintenance Processing→Order→ Change Operations tab page Standard texts:
Only
2.
What extra step must be performed for order 3 (from exercise 2-3) with regard to the objects? When should you perform this step? Order 3 with object list: You must set the execution factor for the operations according to the equipment entered in the object list. SAP menu →Logistics→ Plant Maintenance→Maintenance Processing→Order→ Change
SAP
SAP
Operations tab page Mark operation, Exec.fact. button (bottom right)
Use
Material planning – General material Assign material from the general material list to an operation in your order. Order Operation
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Only
Internal
Task 5
Partner
Hint: If possible, the factor should only be set if the operations have been fully planned (and therefore after material planning), so that times and materials can be projected accordingly.
1.
Use
Partner
a)
Internal
For example, deactivate standard text key PM000001 and security check, and so on.
PLM300
Lesson: Planning of Orders
Material number Required quantity a)
Material planning – General material SAP menu →Logistics→Plant Maintenance→ Maintenance Processing →Order→Change
Internal
Only
Operations tab page, double-click operation number In the operation detail Components tab page
Order
See exercises 2-1 to 2-3
Operation
For example, 0010
Material number
For example, 100-100
Required quantity
For example, 12 pieces
In addition, assign a material to another operation in your order using the bill of material. Which bill of material is proposed? Why?
How should you proceed?
Partner
Order Operation
Only
Internal
SAP
SAP
Material planning - Material from the bill of material
Use
2.
Values
Use
Partner
Field name or data type
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Material number (in BOM) Quantity according to BOM a)
Material planning - Material from the bill of material SAP menu →Logistics→ Plant Maintenance → Maintenance Processing→Order→ Change
Internal
Only
Operations tab page, double-click operation number In the operation detail Components tab page List button (=structure list) The system proposes the bill of material of material P-1000. Reason: The piece of equipment does not have equipment BOM, but is assigned to construction type P-1000 (= material P-1000) which has a material BOM.
See exercises 2-1 to 2-3
Operation
For example, 0020
Material number (in BOM)
For example, 100-400
Quantity according to BOM
For example, 1 piece
3.
Partner
Order
Material planning – Non-stock material
Internal
Assign a non-stock item to your order.
Only
Operation Material number Item category Purchasing group Price Vendor
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SAP
SAP
Values
Use
Field name or data type
Use
Partner
Bills of material:
2003/Q2
PLM300
Lesson: Planning of Orders
G/L account Material group a)
Material planning – Non-stock material SAP menu→Logistics→ Plant Maintenance→Maintenance Processing →Order→ Change
Internal
Only
Operations tab page, double-click operation number In the operation detail Components tab page
Item
0010
Description
Enter as required
Material number
None
Required quantity
For example, 5
Item category
N
Unit of measure
For example, pc
SAP
SAP
Values
Use
Partner
Field name or data type
Use
Price
For example, 25 per unit of measure
Vendor
1000
G/L account
415000
Material group
For example, 007
4.
Only
007
Partner
Purchasing group
Internal
Mark item and Purch button
Material planning – Delivery address non-stock material Check the delivery address for your non-stock item. Which menu path do you use? Which specifications are made? Why? If you have not found a delivery address, enter a new one.
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Name Postal code/City Street a)
Material planning – Delivery address non-stock material
Internal
Only
SAP menu → Logistics → Plant Maintenance → Maintenance Processing →Order→Change Operations tab page, double-click operation number In the operation detail Components tab page
Values
Name
Astralis GmbH
Postal code/City
DE 69190 Walldorf
Street
Am neuen Schulhaus 4
SAP
SAP
Field name or data type
Use
Partner
Mark item and symbol with envelope (delivery address)
Task 6 Standard cost estimate – cost overview
Use
Only
Internal
Display the cost overview for your order. Which menu path do you use? Which valuation categories contain planned costs?
Partner
1.
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Lesson: Planning of Orders
Value category
a)
Planned costs
Standard cost estimate – cost overview SAP menu →Logistics →Plant Maintenance →Maintenance Processing→Order →Change
Internal
Only
Costs tab page Value categories:
2.
Planned Costs
Internal material
Depending on planning
External material
Depending on planning
Internal labor
Depending on planning
Use
Partner
Value Category
Standard cost estimate - Planned/actual comparison
SAP
a)
Standard cost estimate - Planned/actual comparison
Use
Costs tab page Extras→Cost reports → Planned/actual comparison
Internal
Or the button Planned/actual comparison in the cost overview
Only
Cost element
Planned Costs
400000 Raw materials consumed Depending on planning 415000 External procurement
Depending on planning
615000 Direct activity allocation
Depending on planning
890000 Consumption of semifinished products
Depending on planning
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Partner
SAP menu → Logistics→ Plant Maintenance → Maintenance Processing →Order→ Change
SAP
Determine the cost elements used by planned costs in your order. Which menu path do you use? Cost element Planned costs
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Lesson Summary You should now be able to: • Identify the planning phase of the Corrective Maintenance process • Create a maintenance order • Explain material purchase through a maintenance order
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
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Lesson: Scheduling Maintenance Tasks
Lesson: Scheduling Maintenance Tasks Lesson Overview In this lesson, you will identify the scheduling phase of the Corrective Maintenance cycle. You will also be able to select, release, and print the appropriate maintenance orders.
Only
Internal
Lesson Objectives After completing this lesson, you will be able to: Identify the scheduling phase of the Corrective Maintenance cycle Select the appropriate maintenance orders Release and print the maintenance orders
Business Example
SAP
SAP
A maintenance planner in a company schedules the stock materials to execute order operations. The system performs an availability check for all the materials that have been assigned to the maintenance operation. In case of any shortfall, the system gives an indication to the maintenance planner to take the necessary actions.
Use
Partner
• • •
Only
Internal
Use
Partner
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Scheduling Orders
Use
Partner
Only
Internal
Figure 71: Cycle for Corrective Maintenance
SAP Use
Only
Internal
Partner
In this step the order is subjected to various checks: The material availability and the capacities required are checked and the required shop papers are printed.
SAP
Cycle for Corrective Maintenance has several steps. Here step 3, which is scheduling is being considered.
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Lesson: Scheduling Maintenance Tasks
SAP Use
Only
Internal
When you release a maintenance order, the system performs an availability check for planned materials depending on your Customizing settings. If this check reveals that certain planned materials are not available in sufficient quantities, you might not be able to release the maintenance order depending on your system settings.
Partner
The system now performs an availability check for all the materials assigned to the maintenance order in its operations, in accordance with the system settings and entries in the material master records. The system informs you of the result in an online message. In case of a lack of availability, you can display an error log containing the detailed data about the result of the check.
SAP
When you schedule stock materials to execute order operations, the system uses the availability function to check in a single step whether all the materials in the maintenance order are available in sufficient quantities.
Use
Partner
Only
Internal
Figure 72: Resource Planning: Availability Check
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You can display information about the availability of materials planned for an order in the material availability list.
SAP Use
You can also flag individual order components that are not relevant for planning. No reservation or purchase requisition is generated from these components. You can start the availability list within an order and from the list editing function for orders. By calling the availability list from list editing, you can display the hit list at different summation levels such as order level, orders with operations, orders with operations and material items.
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Only
Internal
Note: The data in the list is not simulation data that determines the most favorable start date. The list displays valid material availability for the order that the system has determined based on valid data.
Partner
For items kept in stock, the quantity determined and confirmed by the material availability check is compared with the quantity required.
SAP
For non-stock items, the list enables you to see whether the date for the planned goods receipt from a purchase requisition or purchase order is sufficient to meet the earliest or latest start date for the operation. You can also see why it might not be possible to meet the deadline for a planned goods receipt.
Use
Partner
Only
Internal
Figure 73: Material Availability List
PLM300
Lesson: Scheduling Maintenance Tasks
Selecting Maintenance Orders
Use
Partner
Only
Internal
SAP
SAP
Figure 74: Select Maintenance Orders
You use the selection function for maintenance orders if you want to:
Use
Change or display several maintenance orders which have certain features.
Execute the same function for certain maintenance orders, for example, release, print, or completing them. If you have created a list that contains all the maintenance orders or order operations, you can process it using the following functions: o Re-sort list o Search for particular character sequences in the list o Mark list and list entries o Change field selection on the list o Scroll and set scroll columns
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Only
Internal
Obtain an overview of specific maintenance orders which have certain features.
Partner
Change or display a particular maintenance order, whose number you do not know.
Unit 5: Corrective Maintenance
PLM300
o Process list further with table calculations o Display graphic for frequency statistics o Display schedule overview o Perform order functions on the list o Download the list’s order data
Only
Use
Partner
Internal
The ABAP List Viewer that is similar to the notification list is used to display the hit list selection.
Internal
To process the list further, you can also: Display the color legend Show and hide data Select the fields that which you want to display in the list for each data group that you choose from the selection screen
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Only
When you create a multi-level order list, you receive a color-coded list containing all the groups of data that you requested on the selection screen. This provides an overview of all the important data contained in the maintenance order.
Partner
Use
SAP
SAP
Figure 75: Maintenance Order: Multi-level Order Lists
PLM300
Lesson: Scheduling Maintenance Tasks
Display the master record for each technical object in the list Display the resources for each maintenance order required in the list Download the data for the maintenance orders in the list
Order Release and Print
SAP
SAP
Use
Partner
Only
Internal
Use
You can perform only the following activities after releasing the order:
Partner
When you release a maintenance order, the system checks the availability of material, production resources/tools, and the necessary permits. At the latest time of release when material reservations become relevant for materials planning, materials can be withdrawn and purchase requisitions generated.
Internal
Figure 76: Order release
o Print shop papers
Only
o Withdraw material o Post goods receipts o Enter time confirmations o Complete the task You can release a maintenance order immediately after creating it. This option is available for maintenance orders created automatically by the system, for example, orders from maintenance plans.
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To enable these orders to be released upon creation, the indicator Release immediately must be set for the required order types by the system administration in Customizing.
Use
Material pick list: Shows the warehouse clerk the materials that have been planned for each operation in this order. Object list: Shows an overview of the objects (technical objects, notifications) involved in the order. Time ticket: Contains the standard time and duration and is only printed for operations with the corresponding control key. For each manual worker involved on the order, time tickets are printed in the numbers specified for each operation. The worker enters the time required to execute the operation on the time ticket.
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Only
Internal
Operation control ticket: Provides the concerned maintenance engineer a complete overview of the maintenance order. It also contains information about permits.
Partner
Job ticket: The job ticket is a document that gives the person executing the maintenance work a complete overview of the order. If your system is connected to the Document Management System (DMS), you can also print graphics such as engineering/design drawings of the technical system concerned on the job ticket.
SAP
SAP
Use
Partner
Only
Internal
Figure 77: Maintenance Order: Print
PLM300
Lesson: Scheduling Maintenance Tasks
Confirmation slip: Used by workers as an entry sheet for their work times. Material withdrawal slip: Authorizes the person executing the maintenance work to take the materials required for the order from the warehouse. One material withdrawal slip is printed for each material component.
Use
Partner
Only
Internal
SAP Use
Result of delta printing:
Internal
Only new operations, i.e. operations which have not been printed appear on the job ticket and operation control ticket. Time tickets are printed only if they do not yet have the status “Printed”.
Only
Components are printed only if they have not been printed before on a component slip such as the material withdrawal slip. The printouts are identified as delta printouts. As soon as you have printed the shop papers for a maintenance order, the system automatically assigns the status “Printed” to the order and creates a print log. You can use the print log to determine: Which papers have already been printed for a maintenance order Who initiated the printing
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Partner
You have the option of printing all the shop papers not yet printed for a maintenance order at once. This is known as delta printing. You can only use delta printing if your system contains the required Customizing setting made by your system administration.
SAP
Figure 78: Maintenance Order: Delta Print
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When the papers were printed There is also an internal transaction (IW3D) for employees who can print orders but do not have the authority to change the overall order.
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
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Lesson: Scheduling Maintenance Tasks
Exercise 10: Scheduling of Maintenance Tasks Exercise Objectives
SAP
Only SAP
The maintenance planner in a company is responsible for scheduling the stock materials to execute order operations. He must ensure the availability of materials by carrying out an availability check through the system which, in case of any shortfall, gives an indication to the planner to take necessary action. The maintenance planner must also ensure that shop papers have been printed and an order has been released for processing.
Task 1 Order Scheduling
Use
Select all orders either outstanding or in process for order types PM01 and PM02 up to the current date. Show the planned and actual costs in the selection result.
2.
Sort the selection result according to order type (first criterion) and basic start date (second criterion). How do you proceed?
Only
Internal
How do you proceed?
Create a totals line for the planned and actual costs and generate a subtotal for each order type. How do you proceed?
Task 2 Order Selection
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1.
Use
Partner
Business Example
Internal
After completing this exercise, you will be able to: • Select lists of maintenance orders • Perform an availability check for resources • Release orders • Print orders
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1.
Select all the maintenance orders you have created during this course. Which selection criteria do you choose? How can you save these selection criteria for future selections?
2.
Configure the columns “Equipment”, “Notification” and “System status” in the resulting hit list. How do you proceed?
Only
Task 3
Partner
1.
Check the availability of the all required materials in stock for your order. What function do you use? What system message do you receive?
Use
Which entries are shown in the availability log?
Task 4
SAP
Get an overview of the overall situation of all the materials in all of your orders (that is, the materials in stock and those not in stock). Which orders have missing parts?
Use
Partner
Task 5 Order release 1.
Release all your outstanding orders. How do you proceed?
Internal
What are the consequences of the order release?
Only
Task 6 Shop paper printing 1.
Print orders with print preview Display the print preview for one of your orders, and print it on the default printer. Which shop papers are printed?
2.
Print log Continued on next page Continued on next page
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SAP
1.
Internal
How can this display variant be saved and defined as the standard variant?
2003/Q2
PLM300
Lesson: Scheduling Maintenance Tasks
Call up your order again, and display the print log. Which entries are included?
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
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Solution 10: Scheduling of Maintenance Tasks Task 1 Order Scheduling Select all orders either outstanding or in process for order types PM01 and PM02 up to the current date. Show the planned and actual costs in the selection result. How do you proceed?
Partner
a)
Select:SAP menu→ Logistics → Plant Maintenance→ Maintenance Processing→ Order→Order List→ Change Set statuses Outstanding and In process, set order types from PM01 to PM02, delete From date for period; execute
Use
Display / Sort fields: Settings→ Layouts→ Current
SAP
Sort the selection result according to order type (first criterion) and basic start date (second criterion). How do you proceed?
Use
Only
Internal
Partner
Create a totals line for the planned and actual costs and generate a subtotal for each order type.
SAP
Select Total planned costs and Total actual costs button and Copy 2.
Internal
Only
1.
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Lesson: Scheduling Maintenance Tasks
How do you proceed? a)
Sorting Mark OrdType column (by clicking on the column title) and drag before the Basic Start column (keep left mouse button pressed). Select columns OrdType and Basic start and press button for sort ascending
Only
Totals row: Select Total planned costs column and press Total button
A dialog box appears. Activate subtotal for order type (set checkmark)
SAP
Task 2 Order Selection
SAP
A subtotal for planned costs and actual costs is created for each order type at the end of the table for the respective subtotal.
Use
Partner
In the column OrdType, position the cursor on order type PM01 and press button Subtotal.
Internal
They are sorted according to order type and within order type according to basic start date.
Only
Internal
Use
Partner
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1.
PLM300
Select all the maintenance orders you have created during this course. Which selection criteria do you choose? How can you save these selection criteria for future selections? a)
SAP menu → Logistics→ Plant Maintenance→ Maintenance Processing→Order →Order List → Change For example: Created by PLM300-## or
Only
Creation Date From beginning of course to end of course Save the selection variant: U_PLM300-## (this is thereby the standard variant for the user PLM300-##) Description: For example, my orders
SAP
a)
How can this display variant be saved and defined as the standard variant? Settings→ Layouts→ Current
Internal
Select equipment, notification, and system status from the hidden fields and copy them to the active areaSettings→Layouts→Save as variant Enter variant name and description
Only
Settings→Layouts→ Administration Set selection (green checkmark) in the Default Setting field
Task 3 1.
Check the availability of the all required materials in stock for your order. What function do you use? What system message do you receive? Continued on next page Continued on next page
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Partner
How do you proceed?
SAP
Configure the columns “Equipment”, “Notification” and “System status” in the resulting hit list.
Use
2.
Use
Partner
Settings→ Layouts→ Save as variant Save layout:
Internal
Planner group I## and
2003/Q2
PLM300
Lesson: Scheduling Maintenance Tasks
Which entries are shown in the availability log? a)
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Order → Functions → Availability → Check Stock Material Message All checked materials in order 9020xx are available Goto → Logs → Material availability Information message CO282: No missing material for order 9020xx
Task 4 1.
Get an overview of the overall situation of all the materials in all of your orders (that is, the materials in stock and those not in stock).
Use
Partner
Note: The availability log is not saved together with the order.
Internal
Only
Availability log:
a)
SAP
SAP
Which orders have missing parts? SAP Menu→ Logistics→ Plant Maintenance → Maintenance Processing→ Order→ Order List →Change Selection criteria as under 1-1 and execute;
Use
Goto → List of Available Material There are no missing parts for orders with a green traffic light symbol, that is, both stock and non-stock materials are available. Hint: Before the “Availability list”function can be used, at least one regular availability check must have been executed for the order. Continued on next page Continued on next page
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Only
Internal
Hint: You can select several lines in the order list (selection hit list) by clicking on the desired line while simultaneously pressing the SHIFT button (select block) or CTRL button (select several individual notifications).
Partner
Select all orders
Unit 5: Corrective Maintenance
PLM300
Task 5 Order release 1.
Release all your outstanding orders. How do you proceed? What are the consequences of the order release? a)
SAP menu →Logistics → Plant Maintenance→ Maintenance Processing→ Order→Order List→ Change
Only
Release symbol (green flag) or
Field name or data type • • •
Use
Shop paper printing 1.
Print orders with print preview Display the print preview for one of your orders, and print it on the default printer.
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Internal
Task 6
Partner
•
Order can be printed Reservations become effective Material movements are possible Notifications can be entered
SAP
SAP
Consequences
Values
Use
Partner
SAP menu→ Logistics→ Plant Maintenance →Maintenance Processing→Order →ChangeOrder→ Functions → Put in Process or Release
Internal
Selection criteria as under 1-1 and execute;
PLM300
Lesson: Scheduling Maintenance Tasks
Which shop papers are printed? a)
SAP menu→Logistics →Plant Maintenance →Maintenance Processing →Order→Change Order→Print → Order Print orders with print preview
Shop papers
Control ticket Material withdrawal slip
Order object list
Internal
Only
Values
Partner
Field name or data type
Job ticket Material pick list Time ticket
Use
2.
Print log Call up your order again, and display the print log.
SAP
a)
SAP
Which entries are included? SAP menu → Logistics→ Plant Maintenance → Maintenance Processing→Order→ Change
Use
Partner
Goto→Logs→ Print
Internal
Print log Field name or data type
Values
For each printed shop paper
Output device Delta printing
Only
Copy User Date Time
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Lesson Summary You should now be able to: • Identify the scheduling phase of the Corrective Maintenance cycle • Select the appropriate maintenance orders • Release and print the maintenance orders
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
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PLM300
Lesson: Executing Maintenance Tasks
Lesson: Executing Maintenance Tasks Lesson Overview In this lesson, you will be able to identify the execution phase of the Corrective Maintenance process. In addition, you will be able to describe material withdrawals and identify its types.
Only
Internal
Lesson Objectives After completing this lesson, you will be able to: Identify the execution phase of Corrective Maintenance process Describe material withdrawals and identify its types
Business Example
SAP
SAP
A company has implemented the SAP Corrective Maintenance process. Using this process, maintenance technicians can make planned or unplanned withdrawal of stock material from company stores. The technicians can also identify particular spare parts and their location across the plant using the "where-used" list feature of this process.
Use
Partner
• •
Only
Internal
Use
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Executing Orders
Use
Partner
Only
Internal
The execution phase i.e. step 4 of the cycle for Corrective Maintenance involves the withdrawal of spare parts from the warehouse and the actual execution of the order.
SAP
SAP
Figure 79: The Cycle for Corrective Maintenance
Only
Internal
Use
Partner
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PLM300
Lesson: Executing Maintenance Tasks
Use
Partner
Only
Internal
Figure 80: Material Withdrawal
SAP
- Planned withdrawal of stock material
SAP
Manual workers withdraw the material from the warehouse to perform the maintenance tasks. There are two types of withdrawal:
Use
The Material Where-Used List (IW13) allows you to identify the material withdrawals that were planned and the ones that were not.
The goods movement for a maintenance order are displayed in the document flow of the order.
Partner
Material can also be procured externally.
Internal
- Unplanned withdrawal of stock material
Only
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Unit 5: Corrective Maintenance
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Only
Internal
SAP
SAP Only
Internal
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PLM300
Lesson: Executing Maintenance Tasks
Exercise 11: Execution of Maintenance Tasks Exercise Objectives
Only
Business Example
Use
Partner
To execute a maintenance task in a company, a maintenance technician requires spare parts which can be drawn from the company stores or they can be procured externally. He can also identify a particular spare part and where it is actually used across the plant.
Task 1 Planned Material Withdrawal
SAP
Withdraw the reserved material with reference to the order number. How do you proceed? Which materials do you withdraw?
Use
Quantity withdrawn
Which document number is assigned?
Task 2 Unplanned Material Withdrawal 1.
Make an additional, unplanned withdrawal of material for one of your orders. Movement type 261 Plant 1000 Storage location * Continued on next page Continued on next page
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Internal
Planned quantity
Partner
Material
SAP
1.
Internal
After completing this exercise, you will be able to: • Create planned withdrawals of material • Create unplanned withdrawals of material
Unit 5: Corrective Maintenance
PLM300
Which material have you withdrawn? Which document number is assigned?
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
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Lesson: Executing Maintenance Tasks
Solution 11: Execution of Maintenance Tasks Task 1 Planned Material Withdrawal Withdraw the reserved material with reference to the order number. How do you proceed?
Internal
Only
1.
Which materials do you withdraw? Planned quantity
Quantity withdrawn
Use
Partner
Material
SAP
SAP Only
Internal
Use
Partner
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Which document number is assigned? SAP menu→ Logistics →Plant Maintenance→ Maintenance Processing→Completion Confirmation→Goods Movement →Goods Movement Field name or data type
Values
Movement type
261
Plant
1000
Storage location
0001
Material
Planned quantity
Quantity withdrawn
100-400
1
2
100-600
2
2
Use
Partner
Button To order → Enter order number
Internal
Only
a)
Document number: 4900xxxx
SAP
SAP
Alternatively:
Task 2 Unplanned Material Withdrawal
Internal
1.
Make an additional, unplanned withdrawal of material for one of your orders.
Only
Movement type 261 Plant 1000 Storage location *
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Partner
Use
SAP Menu→ Logistics→Materials Management→ Inventory Management→ Goods Movement→Goods Movement (MIGO)
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PLM300
Lesson: Executing Maintenance Tasks
Which material have you withdrawn? Which document number is assigned? SAP menu→ Logistics→Plant Maintenance→ Maintenance Processing →Completion Confirmation→Goods Movement→Goods Movement Field name or data type
Values
Movement type
261
Plant
1000
Storage location
0001
Internal
Only
a)
Field name or data type
Values
Material
For example, 100-100
Order number
Your order number
Use
Partner
ENTER (Do not press the button To order)
Use Internal
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Only
For unplanned withdrawals, which should nonetheless be posted to the order, the system should not search for reservations, that is, entry should be after you have input the movement type, plant, and storage location simply by pressing ENTER (the RETURN key). Only then is the order number entered.
Partner
Hint: Entry using the "To order" button means that the system automatically searches for reservations in the order, that is, only planned withdrawals can be made using this entry.
SAP
SAP
Document number: 4900xxxx
Unit 5: Corrective Maintenance
PLM300
Lesson Summary You should now be able to: • Identify the execution phase of Corrective Maintenance process • Describe material withdrawals and identify its types
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
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PLM300
Lesson: Completing Notifications and Orders
Lesson: Completing Notifications and Orders Lesson Overview In this lesson, you will be able to identify the activities involved in confirming and completing the maintenance orders. You will also be able to identify the activities performed before and after the completion of the maintenance notifications.
Only
Lesson Objectives • •
Identify the activities involved in completing themaintenance order Identify the activities involved in completing the maintenance order notification
Business Example
SAP Use
Partner Only
Internal
SAP
A company has implemented the Corrective Maintenance process of SAP. After completing maintenance tasks, the maintenance supervisor needs to complete the maintenance order by confirming the time utilized to perform the task and record the technical findings about the maintenance functions performed. The Corrective Maintenance process enables its users to perform all such activities. In addition, the process provides the function that records the maintenance order in the maintenance history.
Use
Partner
After completing this lesson, you will be able to:
Internal
In addition, you will get an overview of the action logs.
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Maintenance Order Confirmation
Use
Partner
Only
Internal
Figure 81: Cycle for Corrective Maintenance
SAP Use
Business completion, which takes place after the order has been settled by Controlling, marks the final completion of the order. Settlement and business completion are dealt with in the PLM316 course.
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Internal
The technical confirmation indicates that the order is finished for Plant Maintenance.
Partner
After the work has been completed, the actual time required is confirmed. The technical findings such as damage, cause of damage, or repairs performed and the effects of the damage on the asset’s condition are recorded in the technical confirmation.
SAP
Here, consider the final step in the cycle for Corrective Maintenance, that is, Completion.
PLM300
Lesson: Completing Notifications and Orders
Maintenance Notification Completion and Action Log
Use
Partner
Only
Internal
Figure 82: Order Confirmation: Times/Activities
SAP
Individual entry of times for each order operation
Use
Overall completion confirmation: Times, activities, measurement values, and so on, on a collective screen Once you enter the completion confirmations for operations/sub-operations in a maintenance order, the system automatically assigns the status PCNF (Partially confirmed) to these operations/sub-operations, if no setting has been made in Customizing that a final completion confirmation should be proposed automatically. As soon as all the operations/sub-operations in a maintenance order have been completely confirmed, the order itself is assigned the status CNF (Finally confirmed). Since there is always a risk of completion confirmations being assigned to the wrong operations/sub-operations or entered with the wrong data, the system allows you to reverse completion confirmations if required.
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Internal
Entry using the cross-application time sheet (CATS)
Partner
Collective entry by using direct entry or an operation list
SAP
There are three different ways to confirm the time required to complete a maintenance order:
Unit 5: Corrective Maintenance
PLM300
You can enter the activities performed as maintenance notifications with notification type “Activity report” and assign them to the corresponding order. Alternatively, you can enter confirmation texts with confirmations of time. However, the latter are not as easy to structure and analyze as activity reports. You can enter the measurement readings as measurement documents for the reference object.
Use
Partner
Only
Internal
SAP
SAP
Use
The cause of damage Work executed (activities, tasks) Exact location of damage and symptoms Machine downtimes and system availability during and after the maintenance task (system availability) You can enter the findings either in the malfunction report in the request that forms the basis of the order or in an activity report entered later for the order.
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Internal
When technical objects are maintained, the most detailed technical findings possible form the basis of a subsequent evaluation. Technical findings can provide information on:
Partner
Figure 83: Technical Confirmation (1)
PLM300
Lesson: Completing Notifications and Orders
When you complete the maintenance notification, the data is transferred to the notification history. It is a part of the maintenance history and contains information related to the damage, malfunctions, causes, findings, and maintenance work performed on each technical object.
Use
Only
Internal
If you create an order on the basis of several notifications, these notifications will feature in the object list and you can use them directly to record the technical findings.
Partner
If several technical objects have been assigned to the order using the object list, you can open a new maintenance notification for the respective object from the object list. This means that each technical object has its own technical confirmation.
SAP
SAP
Use
Partner
Only
Internal
Figure 84: Technical Confirmation (2)
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SAP
SAP
The overall completion confirmation enables you to confirm not only working times, but also the relevant details for an order on a single screen, configured to suit your individual requirements. You can process the time and technical confirmations in the same way.
Use
Partner
Only
Internal
Figure 85: Overall Completion Confirmation
Only
Internal
Use
Partner
Figure 86: Maintenance Order: Technical Completion (1)
You have two options:
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Lesson: Completing Notifications and Orders
Complete the maintenance order and notification separately Complete the maintenance order together with assigned notifications To complete the order and notification together, there must be no outstanding tasks in the notification.
Only
Use
Partner
All notifications with outstanding tasks can be identified easily from their status (OSTS) and then processed.
Internal
If there are any outstanding tasks (status OSTS) in a notification, the notification cannot be completed. You need to ensure that all the tasks are marked as finished. You can complete the order belonging to the notification because the outstanding tasks must not necessarily belong to the order performed (in certain circumstances, a new order might be required for this).
SAP
SAP
The maintenance order obtains the status TECO (Technically completed). In other words, the maintenance work required for this order has been completed. The maintenance order can then only be changed online as follows: It can be locked or unlocked. The deletion flag can be set.
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Internal
Use
Partner
Figure 87: Maintenance Order: Technical Completion (2)
Unit 5: Corrective Maintenance
PLM300
However, the order can still receive costs, for example, invoice receipts for materials delivered and consumed, or from delayed time confirmations. If you have not maintained a settlement rule for the maintenance order, it is created automatically by the system. If this is not possible owing to missing data, the system directs you to where the settlement rule can be maintained. All the purchase requisitions for which there are no purchase orders that still exist for the maintenance order are marked with a deletion flag.
Only
However, the reference date has no influence on the determination of the location- and account assignment data. This is determined from and set to the day’s date when the order is created. If, for example, the cost center of the equipment changes during the order processing, you can - if necessary use the Update Reference Object Datafunction (right mouse button) to update the order.
SAP
SAP
The order data and the data from maintenance notifications and usage histories are available in the maintenance history and can be used for the evaluation of past work and the planning of new work.
Use
Partner
A reference date and time must be entered for the technical completion. This depends on what periods are assigned to the order in the Plant Maintenance Information System (PMIS).
Internal
All open reservations and capacities that still exist for the maintenance order are closed.
Only
Internal
Use
Partner
Figure 88: Reverse Technical Completion
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Lesson: Completing Notifications and Orders
You can reverse the status TECO (technically completed) if required. The order is given the status that it had before the technical completion, in other words, capacity requirements and reservations are restructured and the deletion indicator is reset again for the unconverted purchase requisitions.
SAP
SAP
Use
Partner
Only
Internal
Figure 89: Document Flow
Only
Internal
Use
Partner
Figure 90: Maintenance Notification: Completion
Before you complete a maintenance notification, check whether:
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All data that refers to the reference object for the maintenance notification is available and correct. All the relevant item data is available and correct. All the relevant task data is available and correct. All tasks have been completed or released; there are no more outstanding tasks.
Only
When you complete a maintenance notification, the following occurs:
The maintenance notification is locked for changes, which means that you can no longer change notification data. The notification is assigned the status NOCO (Notification completed).
Use
Partner
Reference date and time determine the periods assigned to the notification in the Plant Maintenance Information System (PMIS).
Internal
All technical data related to the breakdown and availability of the technical system is available and correct.
SAP
SAP Only
Internal
Use
Partner
Figure 91: Action Log
An action log displays in chronological order any changes made to the notifications, orders, equipment, and functional locations. This log enables you to track who has changed the data or status of which fields and when. To use this function, you need to activate the creation of change documents for the respective objects.
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Lesson: Completing Notifications and Orders
Exercise 12: Completion of Maintenance Notification Exercise Objectives
Only SAP
What options for time confirmation do you know, and what characterizes accessing each of these options?
Internal
Overall completion confirmation 1.
Confirm the order you last processed using the overall completion confirmation function.
Only
Which menu path do you use? How can you adapt the confirmation screen?
Task 3 Technical completion confirmation in an existing maintenance notification 1.
Enter a technical confirmation for the maintenance order that was created based on a maintenance notification (maintenance request). Continued on next page Continued on next page
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Partner
Task 2
1.
SAP
Task 1
Use
Once the maintenance task has been technically completed, the working times are entered in the time confirmation, and the activities, damage, and causes of damage are entered in the technical confirmation. After the completion of maintenance work, the order gets the system status TECO (Technically Complete) which implies that the maintenance work required for this order has been completed.
Use
Partner
Business Example
Internal
After completing this exercise, you will be able to: • Enter time confirmations • Enter technical confirmations • Complete an order technically • Settle an order
215
Unit 5: Corrective Maintenance
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How do you proceed? Enter the following, if necessary: Which data have you entered? Damage Cause of damage
Hint: If tasks are entered in the notification, these always refer to work still to be executed. The notification thereby obtains the system status OSTS.
SAP
Task 4
SAP
Tasks must always be marked as finished before the notification can be completed.
Use
Partner
Tasks (code group/code)
Internal
Only
Activities (code group/code)
Technical confirmation as a new maintenance notification.
Use
Enter a technical confirmation for the maintenance order that you entered directly. How do you proceed?
Internal
Enter the following, if necessary: General technical description
Only
Damage code Cause of damage Activities Tasks Which data have you entered?
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1.
2003/Q2
PLM300
Lesson: Completing Notifications and Orders
Damage Cause of damage Activities (code group/code) Tasks (code group/code)
Is the maintenance notification number transferred to the maintenance order? No
Task 5
SAP
How are maintenance orders completed technically?
3.
Complete the maintenance notifications at the same time. What do you have to do?
4.
What are the consequences of the technical completion of a maintenance order?
5.
What are the consequences of the completion of a maintenance notification?
Task 6 1.
Which status does the order have after the technical completion? What stages must the order go through after the technical completion?
Task 7 Cost overview
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Only
Internal
2.
Partner
Complete all your maintenance orders and notifications. Use the order list for this. Which criteria do you enter to select all your maintenance orders?
SAP
1.
Use
Technical Completion
Use
Partner
Yes
Internal
Only
Save the maintenance notification. Which number is assigned to the notification?
Unit 5: Corrective Maintenance
1.
PLM300
Switch to the cost overview. Which value categories have estimated, planned, and actual costs? Value Category
Estimated Costs
Planned Costs
Actual Costs
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
Continued on next page
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2003/Q2
PLM300
Lesson: Completing Notifications and Orders
Solution 12: Completion of Maintenance Notification Task 1 1.
What options for time confirmation do you know, and what characterizes accessing each of these options? Option 1: SAP menu→ Logistics→ Plant Maintenance→Maintenance Processing→ Completion Confirmation →Entry → Individual Time Confirmation Usually used with an operation for the completion of an order. Goods movement possible, processing of the object list possible, measurement documents can be entered, maintenance notification can be created. Option 2:
SAP Use
Properties:
Option 3: SAP menu→Logistics→Plant Maintenance→ Maintenance Processing →Completion Confirmation →Entry→ Overall Completion Confirmation Confirmation of an order with the option of performing an integrated technical completion. Properties: Confirmation of times, technical findings, counter readings/measurement documents, services, materials. Continued on next page Continued on next page
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Internal
Enter time data, time adjustment with HR (when an employee number is entered); if the operation detail data is called up, the functions can be executed as under Option 1 (apart from goods movements).
Partner
Confirmation of several orders with more than one operation, either from an empty list or from a selection screen.
SAP
SAP menu →Logistics→ Plant Maintenance→ Maintenance Processing→Completion Confirmation→ Entry→Collective Time Confirmation →With/Without Selection
Use
Partner
Properties:
Internal
Only
a)
Unit 5: Corrective Maintenance
PLM300
Option 4: SAP menu→Logistics→Plant Maintenance →Maintenance Processing → Order →Order List→Change Enter selection parameter and output; Select the desired orders in the order list, then Order→ Collective Confirmation or Order→ Overall Completion Confirmation See options 2 and 3.
Task 2 1.
Confirm the order you last processed using the overall completion confirmation function.
Use
Partner
Overall completion confirmation
Which menu path do you use? How can you adapt the confirmation screen?
SAP
Overall completion confirmation: SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Overall Completion Confirmation
Use
Hint: If material withdrawals should also be posted in the overall completion confirmation, proceed as follows: In the time confirmation, select the corresponding operation and press the magnifying glass symbol in the same line (data for the operation). Materials which belong to the operations are displayed in the goods movement (either sub-screen or pushbutton). Continued on next page Continued on next page
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Internal
After the order number has been entered, release the data. All the operations for the order are copied into the confirmation list.
Partner
A profile can be selected using Extras → Settings, which determines the layout of the confirmation screen. The profiles are defined in Customizing.
SAP
a)
Internal
Only
Properties:
PLM300
Lesson: Completing Notifications and Orders
Task 3 Technical completion confirmation in an existing maintenance notification 1.
Enter a technical confirmation for the maintenance order that was created based on a maintenance notification (maintenance request). How do you proceed? Enter the following, if necessary:
Only
Internal
Which data have you entered? Damage
Use
Partner
Cause of damage
SAP
SAP Only
Internal
Use
Partner
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Activities (code group/code) Tasks (code group/code)
Only
The notification thereby obtains the system status OSTS.
Partner
Tasks must always be marked as finished before the notification can be completed. a)
Technical completion confirmation of an existing maintenance notification
Use
SAP menu → Logistics →Plant Maintenance→ Maintenance Processing→Order→Change Button Notification
SAP
SAP menu→Logistics →Plant Maintenance→ Maintenance Processing→ Notification→ Change
Use Internal
Values
Damage
For example, PUMP/100 1000
Cause of damage
For example, PM02 1001
Activities (code group/code)
For example, pump/101 2003 For example, pump/101 2004 For example, pump/101 2006
Tasks (code group/code)
For example, PM01/100
Task 4 Technical confirmation as a new maintenance notification.
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Only
Field name or data type
Partner
Enter notification number
SAP
or
222
Internal
Hint: If tasks are entered in the notification, these always refer to work still to be executed.
PLM300
Lesson: Completing Notifications and Orders
1.
Enter a technical confirmation for the maintenance order that you entered directly. How do you proceed? Enter the following, if necessary: General technical description Damage code
Only
Internal
Cause of damage Activities Tasks
Partner
Which data have you entered? Damage
Use
Cause of damage Activities (code group/code)
Save the maintenance notification. Which number is assigned to the notification?
Use
Only
Internal
No
Partner
Is the maintenance notification number transferred to the maintenance order?
SAP
SAP
Tasks (code group/code)
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Yes a)
Technical confirmation as a new maintenance notification SAP menu→ Logistics→ Plant Maintenance→ Maintenance Processing→Order →Change
Partner
Values
Damage
For example, PUMP/100 1000
Cause of damage
For example, PM02 1001
Activities (code group/code)
For example, pump/101 2003 For example, pump/101 2004 For example, pump/101 2006
Tasks (code group/code)
For example, PM01/100
Use
Field name or data type
Notification number:10000xxx
SAP
SAP
Is the maintenance notification number transferred to the maintenance order? Yes
Use
Technical Completion
a)
SAP menu→ Logistics →Plant Maintenance →Maintenance Processing→Order →Order List→ Change For example, entered by PLM300-xx or planner group I## and period from ‘start of course’ until ‘end of course’
2.
How are maintenance orders completed technically? a)
Selecting Orders Order →Completion→ Complete (technically)or Within an order: Pushbutton Technically Complete Continued on next page Continued on next page
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Only
Internal
Complete all your maintenance orders and notifications. Use the order list for this. Which criteria do you enter to select all your maintenance orders?
Partner
Task 5 1.
Internal
Only
Button Notification, enter the notification type or button Objects, select entry, symbol Create notification
PLM300
Lesson: Completing Notifications and Orders
3.
Complete the maintenance notifications at the same time. What do you have to do? a)
Completing a Notification: From the list editing: Pushbutton “Incl. Notification”. Select "Complete notifications" field in dialog box for reference time.
Only
What are the consequences of the technical completion of a maintenance order? a)
Consequences of order completion
• • •
SAP
5.
Partner
Use
•
What are the consequences of the completion of a maintenance notification?
Values
Consequences of notification completion
• •
Notification can no longer be changed Status NOCO
Task 6 1.
Which status does the order have after the technical completion? Continued on next page Continued on next page
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Only
Internal
a) Field name or data type
SAP
•
No more changes possible Status TECO Outstanding reservations are cleared Outstanding capacity loads are removed Outstanding purchase order requests are assigned a deletion flag
Use
Partner
Field name or data type Values
Internal
4.
Unit 5: Corrective Maintenance
PLM300
What stages must the order go through after the technical completion? a)
SAP menu→ Logistics →Plant Maintenance →Maintenance Processing→Order →Change
Values
TECO
Technically completed
CNF
(Finally) confirmed
PRT
Printed
SETC
Settlement rule created
MACM
Material committed
PRC
Pre-costed
The order must still go through the following stages of the process:
SAP
Late confirmations must still be posted Potential entry of invoices for external services Order settlement (performed by Controlling) Business completion (performed by Controlling)
SAP
• • • •
Use
Cost overview
Only
Internal
Switch to the cost overview. Which value categories have estimated, planned, and actual costs?
Partner
Task 7 1.
Use
Partner
Field name or data type
Internal
Only
System Status
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Lesson: Completing Notifications and Orders
Value Category
a)
Estimated Costs
Planned Costs
Actual Costs
SAP menu→ Logistics →Plant Maintenance →Maintenance Processing→Order →Change
Partner
Planned costs
Actual costs
Internal material
250,00
309,00
412,00
External material
80,00
50,00
75,00
Internal labor
850,00
713,06
475,38
Use
Value category Estimated costs
Internal
Only
Costs tab page
SAP
SAP Only
Internal
Use
Partner
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Lesson Summary You should now be able to: • Identify the activities involved in completing themaintenance order • Identify the activities involved in completing the maintenance order notification
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
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Lesson: Purchasing External Services
Lesson: Purchasing External Services Lesson Overview
Only
Lesson Objectives After completing this lesson, you will be able to:
Partner
Process external services for maintenance orders Process individual purchases for maintenance orders Identify receipt of goods and verify invoices Identify the processing of maintenance orders at external work centers Describe the service procurement process
SAP Use
Only
Internal
Partner
A company needs to process external services for capacity constraints, lack of specialized skill set, or considering cost factor; it might have a long-term relationship with some specific vendors. The company can use the Corrective Maintenance process of SAP to process external services. The process can handle external services by making individual purchase orders or by creating external firms as work centers.
SAP
Business Example
Use
• • • • •
Internal
In this lesson, you will learn how to process external services and individual purchases for maintenance orders. You will also be able to identify receipts of goods and verify invoices. In addition, you will be able to identify the processing of maintenance orders at external work centers. Finally, you will be able to describe the service procurement process.
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Unit 5: Corrective Maintenance
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Processing External Services
Use
Partner
Only
Internal
SAP
External services can be processed in three ways:
Use
Individual purchase order for sporadic requirements External firm work center for regular requirements Service item with individual purchase order and service specifications and subsequent service entry.
The control key determines the type of external service assignment: • • •
PM01: The external assignment is processed using an internal order with an external work center. PM02: The external assignment is processed using a purchase requisition and a standard individual normal purchase order. PM03: The external assignment is processed using an external operation with service specifications and subsequent service entry.
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Only
Internal
The external assignment is triggered by the control key in the maintenance order or the work center of the operation.
Partner
• • •
SAP
Figure 92: How is an External Service Processed?
PLM300
Lesson: Purchasing External Services
SAP Use
External companies can be mapped in two ways:
Internal
- As vendor master records - As an external work center
Partner
In certain cases, you might need to assign a complete maintenance order to an external company. To do this, you create a maintenance order with only one operation, which you assign to an external company.
SAP
To assign part of the work in a maintenance order to external companies, you can use operations. You can divide up a maintenance order into operations that are performed by internal work centers and operations that are performed by external work centers.
Use
Partner
Only
Internal
Figure 93: Outsourcing
Only
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Processing Individual Purchases
Partner
When External Services are planned in a maintenance order, a purchase requisition is automatically triggered. You find the number of the purchase requisition on the detail screen for external processing of the operation.
Use
SAP
Only
Internal
Figure 94: Individual Purchase: Process
Use Internal
You can see the posted goods receipt quantity in the corresponding field. The vendor invoice usually arrives after the delivery. For this reason, the offsetting entry is put on a goods receipt - invoice receipt clearing account (GR/IR clearing account) and automatically written off on invoice receipt. Any differences between the purchase order value and invoice value are subsequently debited from the order or credited to it.
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Only
In the maintenance order, you can see on the external processing screen for the operation whether a goods receipt has been posted for the purchase order.
Partner
External services are not confirmed with time confirmations, but using a goods receipt for the purchase order. The service is given the value of the purchase price and entered in the accounts for Financial Accounting. The maintenance order used to order the service is debited with this value.
SAP
The purchasing department or maintenance planner converts the purchase requisition into a purchase order.
Lesson: Purchasing External Services
Internal
Figure 95: External Assignment Based on Hours or Fixed Price
You can assign an external operation on an hourly basis. The number of hours and respective unit and price per hour (if known) are entered here on the external data screen for the operation.
SAP
SAP
However, you can assign an external operation based on a fixed price. For this, 1 SU (= service unit) for a fixed price is entered on the external data screen for the operation.
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Only
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Internal
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Partner
Figure 96: Creating an Individual Purchase Order
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A purchase order is usually created by the purchaser and is therefore not part of Plant Maintenance, but of Materials Management. A purchase order can contain items for stock material, consumable material, or services. Multiple account assignment for one item is possible. The goods receipts for this item are entered without values.
Only
Use
Partner
Goods Receipts and Invoice Verification
Internal
Schedule lines can be used for a purchase order item to inform the vendor about the different delivery times.
SAP
SAP
After a goods receipt for an external operation is posted, the status “External operation partially delivered (EOPD)” is set in the external operation. If you have set the final delivery indicator on the goods receipt for an external service, the status “External operation delivery completed (EODL)” is set.
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Only
Internal
Use
Partner
Figure 97: Order Status for Goods Receipt
Lesson: Purchasing External Services
Internal
Partner
Only
PLM300
The vendor invoice usually arrives after the delivery. For this reason, the offsetting entry is put on a clearing account and automatically written off on invoice receipt. Any differences between the purchase order value and invoice value are subsequently debited from the order or credited to it.
Use
External Work Center Process
SAP
SAP
Figure 98: Invoice Verification
Only
Internal
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Partner
Figure 99: External Work Center: Process
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Use
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Only
Internal
SAP
In Controlling, a common cost center is created for all external companies, or individual cost centers are created for each external company. In Controlling, one or more service types are created, depending on whether: - The external company has one charge rate or different rates
For the current fiscal year, you plan the rate for the cost center(s) and activity type(s). You set up a maintenance work center for the external company that has: • • • • • •
Similar default values to internal work centers such as control key PM01. A link to the cost center and activity type You release a purchase order to the external company (vendor) that has: Been assigned to the cost center of the external company A certain validity period The rate for the activity type as item price
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Internal
- You are using one or more cost centers
Partner
•
•
SAP
To process maintenance orders for external companies using external company work centers, the following master data prerequisites must first be created:
Use
Figure 100: Prerequisites
PLM300
Lesson: Purchasing External Services
Standing orders are created and processed in the same way as internal orders.
Use
Partner
Only
Internal
Figure 101: Set Up Order
SAP
SAP Only
Internal
Use
Partner
Figure 102: Confirm Order
Standing orders are confirmed in the same way as internal orders.
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PLM300
Internal
Figure 103: Settling a Maintenance Order
When you use an external company, the amount involved is credited to the cost center of the external company and debited against the maintenance order. The credit entry is made using the time confirmation.
SAP Use
• •
Only
Internal
•
The maintenance order must have been released. The maintenance order must have the status SETC (Settlement rule created). Costs not yet settled should be accumulated on the maintenance order.
Partner
To settle a maintenance order, the following prerequisites must be fulfilled:
SAP
The costs temporarily collected on the maintenance order are forwarded during settlement to the receiver cost center specified in the settlement rule of the maintenance order such as equipment cost center.
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Unit 5: Corrective Maintenance
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Lesson: Purchasing External Services
Partner
Only
Internal
The total invoice amount contains the value of all the services executed since the last invoice was created. You can also display the list of orders executed as additional information.
SAP
SAP
Invoices are not received for every single activity, but periodically such as monthly.
Use
Figure 104: Billing Document and Controlling
Use
The cost center of the external company must be balanced in the medium term.
Only
Internal
The total of all credited amounts (maintenance orders) = the total of all debited amounts (billing documents).
Partner
An invoice is assigned to the cost center of the external company (not to the individual orders).
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Service Procurement Process
Use
Partner
Only
Internal
Figure 105: Service Procurement: Process
SAP
SAP Only
Internal
Use
Partner
Figure 106: Service Master Record
The service master record is created in Materials Management and contains a service description and a unit of measure.
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Lesson: Purchasing External Services
Every service master record can be linked with connections, which are then automatically proposed during order planning. This data can be drawn from different SAP application components.
Use
Partner
Only
Internal
Figure 107: Model Service Specifications
SAP Use
This form of storage is suitable for all services, which you want to use repeatedly in a particular combination for different procurement operations.
Internal
You can use the model service specifications to assign services with the service selection function on the detail screen for the operation (processed internally or externally).
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Only
For example, you can store all services, which are required for different pipe laying work, if necessary, grouped according to service areas, in a set of model service specifications “Pipe laying work”. You can use these model service specifications again later. This enables you to reduce the work required to create purchasing documents considerably.
Partner
Model service specifications are used to store frequently used service specifications. They form part of the service master data and are therefore maintained in Materials Management.
SAP
You can schedule services in a maintenance order as individual service master records (service numbers) or using model or standard service specifications.
Unit 5: Corrective Maintenance
PLM300
Use
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Internal
Figure 108: Maintenance Order with Service Items
SAP Use
Within the service specifications, you either schedule the required services using a service number (service master record) or by entering them manually without a service number.
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Only
Internal
If a control key is set in the operation using the service indicator, the tab page "Services," used to access service specifications, is added to the detail screen for the operation.
Partner
The service item is generated in the operation using the control key. The control key carries the “Service” indicator, control key PM03 in the standard system.
SAP
You can plan the maintenance order, which contains service items, as a complete external order, possibly with its own order type, or as a combined order with internally processed operations and operations with service items.
PLM300
Lesson: Purchasing External Services
Use
Partner
Only
Internal
Figure 109: Maintenance Order and Purchase Requisition
SAP
The purchase requisition contains the service specifications for the operation.
SAP
When you save or release the order, a purchase requisition is generated automatically.
Only
Internal
Use
Partner
Figure 110: Purchase Requisition and Purchase Order
In purchasing, a purchase order is created from the purchase requisition.
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The purchase order item copies the service specifications from the purchase requisition.
Use
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Internal
SAP Use Internal
Data such as service location, internal and external employees are first entered in the service entry sheet. You then enter the actual services provided in the service specifications, which are copied to the service entry sheet. Once you have entered all the services, the service entry sheet must be accepted.
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Only
The entry of the service performed is a function in Materials Management, but it can also be executed from Plant Maintenance using the completion confirmation.
Partner
If a service has been provided by an external company, the service is entered using a service entry sheet, which is created with reference to the purchase order number.
SAP
Figure 111: Entry Sheets for Services Provided
Lesson: Purchasing External Services
Internal
Figure 112: Cost Update in Order
When the service entry sheet is accepted, the costs for the order are updated.
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PLM300
SAP
SAP Only
Internal
Use
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Internal
SAP
SAP Only
Internal
Use
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Lesson: Purchasing External Services
Exercise 13: Procurement of External Services Exercise Objectives
Only
Business Example
Partner SAP
Maintenance Order with External Service Create an order (order type PM01) for your piece of equipment TEQ-##. Create an operation for this order. However, the task should now be performed by an external company. Which control key must you use?
Internal
The external data screen appears. Enter the following data: Operation quantity: 1 AU
Only
Price: 5000 per: 1 Vendor: 1000 (optional) The following data should appear automatically based on a setting in Customizing: Cost element: 417000 Material group: 007 Purchasing group: 008 Continued on next page Continued on next page
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Use
1.
SAP
Task 1
Use
A company goes for external services in case of capacity constraints or lack of specialized skill set. It can also have a long-term relationship with some specific vendors. The maintenance planner prepares an order detailing the operations to be processed externally. Different processes can be used in PM depending on the type of activity to be performed or the relationship with the external company.
Internal
After completing this exercise, you will be able to: • Configure a maintenance order for an external company for triggering an individual purchase order • Perform further steps in external service processing
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Purchasing organization: 1000 Save your order. Which order number is assigned?
Task 2
Only
1.
Display your maintenance order again and determine which purchase requisition number has been generated. Which menu path do you use?
Partner
What is the purchase requisition number? Double-click the purchase requisition and determine the following data:
Use
Delivery date Desired vendor
SAP
SAP
Fixed vendor Account assignment category
Use
Additional Steps:
Only
Internal
After the order is created, what are the steps in processing external services based on an individual purchase order? Note them down. As a further exercise, you can also execute these steps in the system.
Partner
Task 3 1.
Internal
Purchase Requisition
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PLM300
Lesson: Purchasing External Services
Solution 13: Procurement of External Services Task 1 Maintenance Order with External Service Create an order (order type PM01) for your piece of equipment TEQ-##. Create an operation for this order. However, the task should now be performed by an external company. Which control key must you use? The external data screen appears. Enter the following data:
Partner
Operation quantity: 1 AU Price: 5000 per: 1
Use
Vendor: 1000 (optional) The following data should appear automatically based on a setting in Customizing:
SAP
SAP
Cost element: 417000 Material group: 007 Purchasing group: 008
Partner
Purchasing organization: 1000
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Internal
Only
1.
Only
Internal
Save your order.
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Which order number is assigned? a)
Maintenance Order with External Service SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General) Operations tab page; control key: PM02
Partner
Values
Operation quantity
1 AU
Price
5000 per: 1
Cost element
417000
Material group
007
Purchasing group
008
Vendor
1000 (optional)
Purchasing organization
1000
Use SAP
SAP
Field name or data type
Internal
Only
External processing screen:
Put order in process immediately, if necessary. Order number: 9020xx
Use
Purchase Requisition Display your maintenance order again and determine which purchase requisition number has been generated. Which menu path do you use? What is the purchase requisition number? Double-click the purchase requisition and determine the following data: Delivery date Desired vendor
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Only
Internal
1.
Partner
Task 2
PLM300
Lesson: Purchasing External Services
Fixed vendor Account assignment category a)
Purchase Requisition SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change
Internal
Only
“Operations” tab page, double-click operation number Actual data tab page on detail screen Purchase requisition number:1000xxxx
Operation start date (*)
Desired vendor
1000
Fixed vendor
1000
Account assignment category
F (= Order)
Use
Task 3
Only
Internal
Additional Steps:
Partner
(*) The operation start- and –end date are identical here, as control key PM02 is not used for scheduling. That is, even if the duration of an operation was set, this does not mean that an end date is calculated for the operation.
SAP
SAP
Delivery date
Use
Partner
Purchase requisition details:
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1.
PLM300
After the order is created, what are the steps in processing external services based on an individual purchase order? Note them down. As a further exercise, you can also execute these steps in the system. a)
Additional Steps 1.
The purchase requisition is converted to a purchase order in Purchasing.
2.
A goods receipt is made for the purchase order. This receipt is then updated to the order. Transaction: MIGO_GR An invoice receipt is made for the purchase order. If there are discrepancies between the goods and invoice receipts, these are credited or debited to the order. Transaction: MIRO
Use
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3.
Internal
Only
Transaction: ME21N or ME21
SAP
SAP Only
Internal
Use
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Lesson: Purchasing External Services
Exercise 14: External services as service items Exercise Objectives
Only
The planning of external services using service master records enables you to assign all the important details, such as the standard description, unit of measure, and price to the external operation using a service number without entering it manually.
Task 1
SAP
Maintenance Order with Service Items
Use
Which control key must you use? Manual Service Item Create at least one service item manually, that is, without reference to a service master record (for example, cost plus work hours for a pump fitter). Which data must you enter for this? 3.
Service item with service master record Create at least one service item by selecting an item using the keyword “Pipe” from the general service masters. How do you proceed? Which service master records have you selected?
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Only
Internal
2.
Partner
Enter an order (order type PM01) for your clarification plant ## in which pipes are to be laid. Create an operation for this order. The task should be performed by an external company. The work should be described using service items.
SAP
1.
Use
Partner
Business Example
Internal
After completing this exercise, you will be able to: • Configure a maintenance order, in which the contents of the work to be performed are described, using service items • Display the relevant purchase requisition • Plan further processing steps
Unit 5: Corrective Maintenance
Service
PLM300
Description
Quantity/Unit
Price
Which planned total value is displayed? 4.
General purchasing data
Internal
Only
Go to the general external data screen. Enter the following data if this has not been pre-defined using the relevant Customizing setting: Cost element: 417000 Material group: 007
Partner
Purchasing group: 008 Vendor: 1000 Purchasing organization: 1000
Use
Save your order. Which order number is assigned?
Task 2
SAP
1.
Display your maintenance order again and determine which purchase requisition number has been generated.
Use
What is the purchase requisition number?
Internal
Double-click the purchase requisition and determine the following data: Delivery date
Partner
Which menu path do you use?
SAP
Purchase Requisition
Desired vendor
Only
Fixed vendor Account assignment category Check whether the services you requested have been transferred to the purchase requisitions. How do you proceed? 2.
Additional Steps:
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Lesson: Purchasing External Services
After the order is created, what are the steps in processing for external services based on service items? Note them down. As a further exercise, you can also execute the steps in the system.
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
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Solution 14: External services as service items Task 1 1.
Maintenance Order with Service Items
Only
Which control key must you use?
SAP
Field name or data type
Values
Order type
PM01
Functional location
##
Control key in operation
PM03
SAP
2.
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General)
Use
Partner
a)
Manual Service Item
Field name or data type
Values
Service number field
Do not complete
Short text
For example, diggings
Quantity
For example, 15
Unit of measure
For example, m³ (= cubic meters)
Price
For example, $ 85 ( per cubic meter)
Only
Use Internal
In the operation list for the order, double-click the operation number; the service specifications can be displayed on the detail screen below the external data using a tab page.
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256
© 2003 SAP AG. All rights reserved.
Partner
Create at least one service item manually, that is, without reference to a service master record (for example, cost plus work hours for a pump fitter). Which data must you enter for this? a)
Internal
Enter an order (order type PM01) for your clarification plant ## in which pipes are to be laid. Create an operation for this order. The task should be performed by an external company. The work should be described using service items.
2003/Q2
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Lesson: Purchasing External Services
3.
Service item with service master record Create at least one service item by selecting an item using the keyword “Pipe” from the general service masters. How do you proceed? Which service master records have you selected? Description
Quantity/Unit
Price
Which planned total value is displayed? a)
Service item with service master record
Use
Description
Quantity/Unit
Price
100029
PipeCut./GasWeld./SegtPipe Sectn w. ZMAK
1 piece
60 EUR
100005
Transportation of asbestos cement pipe
3 piece
18 EUR
Which planned total value is displayed? 4.
General purchasing data Go to the general external data screen. Enter the following data if this has not been pre-defined using the relevant Customizing setting: Cost element: 417000 Material group: 007 Purchasing group: 008 Vendor: 1000 Purchasing organization: 1000 Continued on next page Continued on next page
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Only
Internal
Total of the Individual Conditions
Partner
Service number
SAP
SAP
Service master records, for example:
Use
Partner
Place the cursor on the Service number field and select individual service items using the match code “Service short text” and entering *pipe* from the list of service masters.
Internal
Only
Service
Unit 5: Corrective Maintenance
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Save your order. Which order number is assigned? a)
General purchasing data In the operation list for the order, double-click the operation number; make entries on the external data screen (External tab page is activated automatically by double clicking on the operation number).
Task 2 Purchase Requisition Display your maintenance order again and determine which purchase requisition number has been generated. Which menu path do you use? What is the purchase requisition number? Double-click the purchase requisition and determine the following data:
SAP
SAP
Delivery date Desired vendor Fixed vendor
Only
Internal
Partner
Account assignment category
Use
Use
Partner
1.
Internal
Only
Order number: 9020xx
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Lesson: Purchasing External Services
Check whether the services you requested have been transferred to the purchase requisitions. How do you proceed? a)
Purchase Requisition In the operation list for the order, double-click the operations number; tab Actual data. Purchase requisition number: 1000xxxx
Delivery date
Required end date of operation
Desired vendor
1000
Fixed vendor
1000
Account assignment category
F (= Order)
Use
Partner
Double-click the purchase requisition number; confirm screen "Service details" with ENTER, select item and using button "Item detail" (puzzle symbol), enter it in the item detail screen:
SAP Use
Only
Internal
Additional Steps:
Partner
Double-click the purchase requisition number; confirm screen "Service details" with ENTER, select item and using button "Items" (hammer and screwdriver symbol), branch to the service specifications screen.
SAP
Check services in the purchase requisition:
2.
Internal
Only
Check purchase requisition:
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After the order is created, what are the steps in processing for external services based on service items? Note them down. As a further exercise, you can also execute the steps in the system. Additional Steps: The purchase requisition is converted to a purchase order in Purchasing. Transaction: ME21N or ME21.
2.
A service entry is made for the purchase order using a service entry sheet (it is also possible to have several service entries using several service entry sheets for a purchase order). Transaction: ML81N or ML81 The service entry sheet is released (if a release strategy has been defined in MM Customizing). The release is triggered by entering release codes corresponding to the release strategy. Transaction: ML81N or ML81
4.
The service entry sheet is accepted. Acceptance enables the actual costs to be posted to the order.
SAP
Transaction: ML81N or ML81
SAP
Use
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3.
Internal
1.
Only
a)
Only
Internal
Use
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Lesson: Purchasing External Services
Lesson Summary
Only
Use
Partner
Internal
You should now be able to: • Process external services for maintenance orders • Process individual purchases for maintenance orders • Identify receipt of goods and verify invoices • Identify the processing of maintenance orders at external work centers • Describe the service procurement process
SAP
SAP Only
Internal
Use
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Lesson: Explaining Mobile Solutions Lesson Overview In this lesson, you will be able to identify and differentiate between online and offline mobile solutions.
Only
Identify online mobile solutions Identify offline mobile solutions
SAP
Online Mobile Solutions
SAP
Steve, maintenance engineer, carries out site inspection and records his findings, such as counter reading and damage code online with the help of his Personal Digital Assistant (PDA). He can update the SAP R/3 Enterprise and create notification using his WAP enabled mobile phone. In the offline scenario, he can capture data during his site inspection and can transfer that data into SAP back-end system.
Use
Business Example
• •
Internal
After completing this lesson, you will be able to:
Partner
Lesson Objectives
Only
Internal
Use
Partner
Figure 113: Online Scenario
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Lesson: Explaining Mobile Solutions
In Asset Lifecycle Management, the various inspection tasks can be carried out using mobile devices. The following scenarios are supported:
Only
Enter counter readings and measurement values on site Enter damage codes Create malfunction notification (optional) Enter short text (only with HTML scenario) Carry out the plausibility check of entered values
Internal
• • • • •
The advantages of the Online Scenario:
Partner
Local independence Immediate data entry Improved data quality by avoiding transfer errors Permanent access to current data
Use
• • • •
Technology:
SAP
Mobile phone - WAP service IK72w Wireless PDA - HTML service IK72hh
SAP
• •
Only
Internal
Use
Partner
Figure 114: The System Landscape for Wireless Applications
For further information concerning the WAP scenario, see SAP Note 367222.
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For further information concerning the HTML scenario, see SAP Note 507570.
Offline Mobile Solutions
Use
The Mobile Engine provides: Data transfer to the PDA A database to store the data locally Synchronization with the SAP back-end Enterprise
Only
Internal
• • •
The following functions are available: • • • • • • •
Display the technical objects Display the notifications assigned to orders Confirm actual times Book goods issue for an order Check local availability Create and process orders/notifications (February 03) Install/dismantle equipment
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© 2003 SAP AG. All rights reserved.
Partner
The Mobile Engine, part of the mySAP Mobile Business solution, enables users to process a large number of maintenance tasks offline on a PDA. There is no need to be connected to the back-end system.
SAP
SAP
Use
Partner
Only
Internal
Figure 115: Offline Scenario
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PLM300
Lesson: Explaining Mobile Solutions
• •
Create measurement documents Manage local material
A Local Profile Manager (LPM) helps create customized input screens. The advantages of the Offline Scenario:
Only
Mobile processing of complex maintenance tasks Offline processing Runs on almost any PDA
Internal
• • •
Technology: Mobile Engine (mySAP Mobile Business)
Use
Partner
•
SAP
SAP
Internal
Use
Partner Only
Figure 116: Mobile Business Architecture
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Internal
Only
Unit 5: Corrective Maintenance
Figure 117: System Requirements for Mobile Engine
Further information:
Partner
www.sap.com/solutions/mobilebusiness System Requirements for Mobile Engine:
SAP
Mobile Engine 2.1 (with Java Virtual Machine) Web browser PDA (Pocket PC) or laptop (Win OS)
SAP
• • •
Use
Client
Server
Use
Web Application Server 6.20 Web server supporting Java servlets Synchronization server
Partner
• • •
Back-end R/3 4.6B, 4.6C and R/3 Enterprise mySAP PLM Asset Lifecycle Management must be installed
Only
Internal
• •
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Lesson: Explaining Mobile Solutions
Lesson Summary You should now be able to: • Identify online mobile solutions • Identify offline mobile solutions
Use
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Only
Internal
SAP
SAP Only
Internal
Use
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Unit Summary
PLM300
Unit Summary
Only Partner SAP
SAP Partner
Use
Use Only
Internal
Internal
You should now be able to: • Identify the various phases of the Corrective Maintenance process • Create maintenance notifications • Identify the structure of a maintenance notification • Identify the various objects in maintenance notification • Select maintenance notification • Identify the planning phase of the Corrective Maintenance process • Create a maintenance order • Explain material purchase through a maintenance order • Identify the scheduling phase of the Corrective Maintenance cycle • Select the appropriate maintenance orders • Release and print the maintenance orders • Identify the execution phase of Corrective Maintenance process • Describe material withdrawals and identify its types • Identify the activities involved in completing themaintenance order • Identify the activities involved in completing the maintenance order notification • Process external services for maintenance orders • Process individual purchases for maintenance orders • Identify receipt of goods and verify invoices • Identify the processing of maintenance orders at external work centers • Describe the service procurement process • Identify online mobile solutions • Identify offline mobile solutions
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Test Your Knowledge
Test Your Knowledge 1.
In the Corrective Maintenance process, maintenance requirements are collected within notifications and then dealt with during order processing. Determine whether this statement is true or false.
Only
2.
Maintenance Notifications can be entered without specifying an object number.
Partner
Determine whether this statement is true or false.
True False
Use
3.
Internal
True False
Activities document data that can be used to determine a problem, damage, or the activity executed. Determine whether this statement is true or false.
SAP
SAP
True False
Use
In ABAP List Viewer, there is an option to :
Partner
4.
Choose the correct answer(s).
5.
Move columns using Drag & Drop Make rows narrower or wider Select a list Sort a list
Only
Internal
A B C D
List two advantages of catalogs.
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Test Your Knowledge
6.
PLM300
Allocation of spare parts can be done in the planning phase of the corrective maintenance process. Determine whether this statement is true or false.
True False Material withdrawal slip Material withdrawal slip authorizes the person executing the maintenance work to take the material required for the order from the warehouse. Fill in the blanks to complete the sentence.
The EBP system’s Customizing Customizing must be set up on the back-end SAP R/3 Enterprise. Fill in the blanks to complete the sentence.
9.
The Object list Object list displays an overview of the objects involved in the order.
Use
Partner
8.
Internal
Only
7.
SAP
SAP
Fill in the blanks to complete the sentence.
10. An order is subjected to various checks in the scheduling phase. Determine whether this statement is true or false.
Use
11. The ABAP List Viewer ABAP List Viewer displays the hit list selection.
Internal
Fill in the blanks to complete the sentence.
Only
12. Identify the steps performed in the execution phase of Corrective Maintenance process.
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© 2003 SAP AG. All rights reserved.
Partner
True False
2003/Q2
PLM300
Test Your Knowledge
13. The planning phase of the Corrective Maintenance cycle involves the withdrawal of spare parts from the warehouse and the execution of the order. Determine whether this statement is true or false.
True False
Only Partner
Fill in the blanks to complete the sentence.
SAP
Choose the correct answer(s).
Use
C
17. A control key in the maintenance order or a work center of the operation triggers an external assignment external assignment. Fill in the blanks to complete the sentence.
18. When goods receipts are entered, the maintenance order is debited with the purchase order value purchase order value. Fill in the blanks to complete the sentence.
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Only
Internal
D
Ensure the maintenance order is released. Ensure the maintenance order has the status TECO (Technically Complete). Ensure the costs not yet settled should be accumulated on the maintenance order. Ensure the maintenance order has been printed.
Partner
A B
SAP
16. To settle a maintenance order, you must fulfill the following prerequisites:
Use
15. Changes to notifications, orders, equipment, and functional locations are displayed in chronological order in a/an action log action log.
Internal
14. What are the different ways to confirm the time required for work on a maintenance order?
Test Your Knowledge
PLM300
19. Explain the need for using operations to assign part of the work in a maintenance order to external companies.
Determine whether this statement is true or false.
Partner
21. Using mobile devices in maintenance tasks has advantages only in online scenario.
SAP
True False
22. The Mobile Engine provides synchronization with SAP back-end SAP back-end Enterprise.
Use
Determine whether this statement is true or false.
Internal
Only
20. Standing orders are created in the same way as internal orders.
True False
SAP
Fill in the blanks to complete the sentence.
Only
Internal
Use
Partner
Continued on next page
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Test Your Knowledge
Answers 1.
In the Corrective Maintenance process, maintenance requirements are collected within notifications and then dealt with during order processing. Answer: True
Only Partner
2.
Maintenance Notifications can be entered without specifying an object number.
Activities document data that can be used to determine a problem, damage, or the activity executed.
SAP
3.
Maintenance Notifications can be entered without specifying an object number. For example, notifications can be entered for a malfunction report that refers to an object, which is not managed in the system under a number.
Use
SAP
Answer: True
Use
Partner
Answer: False Activities document data that can be used to determine a problem, damage, or the activity executed. In ABAP List Viewer, there is an option to : Answer: A, C, D ABAP List Viewer enables you to move columns using drag and drop, widen or narrow columns, and select or sort lists. 5.
List two advantages of catalogs. Answer: The advantages of catalogs include ensuring the absence of incorrect entries and using codes as the starting point for workflows and follow-up actions.
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273
Only
Internal
4.
Internal
In a Corrective Maintenance process, maintenance requirements are collected and then dealt with during order processing.
Test Your Knowledge
6.
PLM300
Allocation of spare parts can be done in the planning phase of the corrective maintenance process. Answer: True In the planning phase of the corrective maintenance process, various planning tasks including creation of operations, reservation of spare parts, or planning of usage times are performed.
Only
Material withdrawal slip authorizes the person executing the maintenance work to take the material required for the order from the warehouse.
8.
The EBP system’s Customizing must be set up on the back-end SAP R/3 Enterprise. Answer: Customizing
SAP
The Object list displays an overview of the objects involved in the order. Answer: Object list
Use
Partner
10. An order is subjected to various checks in the scheduling phase. Answer: True
Internal
An order is subjected to various checks in the scheduling phase. 11. The ABAP List Viewer displays the hit list selection.
Only
Answer: ABAP List Viewer 12. Identify the steps performed in the execution phase of Corrective Maintenance process. Answer: The execution of maintenance task involves the withdrawal of stock materials from the warehouse with the help of manual workers.
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© 2003 SAP AG. All rights reserved.
SAP
9.
Use
Partner
Answer: Material withdrawal slip
Internal
7.
2003/Q2
PLM300
Test Your Knowledge
13. The planning phase of the Corrective Maintenance cycle involves the withdrawal of spare parts from the warehouse and the execution of the order. Answer: False
14. What are the different ways to confirm the time required for work on a maintenance order?
Partner SAP
Answer: action log
Use
Answer: A, C
17. A control key in the maintenance order or a work center of the operation triggers an external assignment. Answer: external assignment 18. When goods receipts are entered, the maintenance order is debited with the purchase order value. Answer: purchase order value
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Only
Internal
The status of the maintenance order should have the status SETC (Settlement rule created) instead of TECO.
Partner
16. To settle a maintenance order, you must fulfill the following prerequisites:
SAP
15. Changes to notifications, orders, equipment, and functional locations are displayed in chronological order in a/an action log.
Use
Answer: The four ways to confirm the time required for work on a maintenance order include: individual entry of times for each order operation, collective entry by direct entry or using an operation list, overall completion confirmation, and entry using the cross-application time sheet (CATS).
Internal
Only
The execution phase of the Corrective Maintenance cycle involves the withdrawal of spare parts from the warehouse and the execution of the order.
Test Your Knowledge
PLM300
19. Explain the need for using operations to assign part of the work in a maintenance order to external companies. Answer: Using operations to assign part of the work in a maintenance order to external companies helps dividing the order into operations performed by internal and external work centers.
Answer: True Standing orders are created in the same way as internal orders.
Answer: False There are several advantages of using mobile devices in offline scenario too.
SAP
22. The Mobile Engine provides synchronization with SAP back-end Enterprise.
SAP
Use
Partner
21. Using mobile devices in maintenance tasks has advantages only in online scenario.
Internal
Only
20. Standing orders are created in the same way as internal orders.
Answer: SAP back-end
Only
Internal
Use
Partner
Continued on next page
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2003/Q2
Unit 6 Unit Overview
Use
Partner
In this unit, you will be able to describe the refurbishment process. You will also be able to create refurbishment orders. Finally, you will be able to post inward and outward stock movement of materials with condition-based valuation.
Internal
Only
Refurbishment of Spare Parts
Unit Objectives
Use
Unit Contents Lesson: Refurbishment and Material Master Details........................... 278 Exercise 15: The Material Master ............................................ 287 Exercise 16: Refurbishment Order ........................................... 293 Exercise 17: Inventory Management and Controlling...................... 301
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277
Only
Internal
Define refurbishment Explain the refurbishment process flow Specify the Valuation Type and Category Explain the moving average price in the Material Master Define and create a refurbishment order Post stock movements
Partner
• • • • • •
SAP
SAP
After completing this unit, you will be able to:
Unit 6: Refurbishment of Spare Parts
PLM300
Lesson: Refurbishment and Material Master Details Lesson Overview
Internal
Only
This lesson will help you define refurbishment. You will be able to describe the 5 phases of the refurbishment process flow. Next, you will be able to identify valuation category and type in a Material Master Record. In addition, you will be able to explain and calculate the moving average price.
Lesson Objectives After completing this lesson, you will be able to:
Partner
Define refurbishment Explain the refurbishment process flow Specify the Valuation Type and Category Explain the moving average price in the Material Master Define and create a refurbishment order Post stock movements
Use
• • • • • •
SAP Use
Only
Internal
Partner
In a company, refurbishing defective, high quality, and repairable spares is extremely important and forms a core process of maintenance. Refurbishment is more cost effective than the purchase of new components. In real time maintenance or repair tasks, a defective item of equipment is replaced. The maintenance order however contains only the material consumption for the new item. If you intend to refurbish rather than scrap the defective item, the refurbishment process starts. The defective item of the equipment is posted and stored in the spare parts warehouse.
SAP
Business Example
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2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
The Refurbishment Process
Use
Partner
Only
Internal
SAP Use
Step 1: The first step is to initiate the refurbishment on the basis of a certain amount of defect spare parts in storage.
Internal
Step 3: The employees responsible withdraw the defective/used repairable spares and any other materials planned in the order, which are required for the refurbishment, from the warehouse. Step 4: Time and material resources are needed for the refurbishment. Step 5: The repaired/refurbished repairable spares are returned to the warehouse per goods receipt in accordance with the order planning. The order is confirmed and completed.
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Only
Step 2: As soon as the number of defective repairable spares in the warehouse reaches a certain level, the maintenance planner responsible creates a refurbishment order. The planner defines the time allowed for the refurbishment and plans all the operations, materials, and tools, required for the refurbishment. After planning, the refurbishment order is released.
Partner
At International Demonstration and Education System (IDES), defective or worn-out spare parts in storage should be refurbished. A material with condition-based valuation is used for this. In exceptional cases, equipment is also refurbished.
SAP
Figure 118: Refurbishment of Spare Parts: Process
Unit 6: Refurbishment of Spare Parts
PLM300
Valuation Type and Category in Material Master
Use
Partner
Only
Internal
Figure 119: Valuation category and valuation type
SAP Use Internal
Movement types and movement categories are maintained in the Materials Management Customizing.
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280
© 2003 SAP AG. All rights reserved.
2003/Q2
Only
Each material that is intended for separate valuation can be classified in the corresponding movement types, for example, new, refurbished, defect. The movement type corresponds to a condition.
Partner
The prerequisite for valuing a material separately is the indicator of the material using the valuation category , for example, C for valuation by condition, as valued separately. The valuation category is part of the accounting data of the material.
SAP
In the material master record, a price is defined for the material in each valuation area, that is, the plant or company code. In some cases, you might need several prices for the same material within a valuation area (separate material valuation) if, for example, there are different conditions of a material which should be valued separately.
Lesson: Refurbishment and Material Master Details
Internal
Figure 120: Valuation Category and Type in Material Master
Two types of data are available for a valuation type:
SAP Use
Only
Internal
The stock quantity, stock value and valuation price for all the valuation types are accumulated at valuation area level. This results in the moving average price for the material.
Partner
Stock data that is managed per storage location such as batch data. If the material valued separately is to be handled in batches, the stock data is not managed per valuation type but per batch. Each batch is assigned to a valuation type.
SAP
Valuation data such as valuation price, total stock, total stock value, which is defined for each valuation type in the valuation area and applies to all associated storage locations.
Use
Partner
Only
PLM300
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Unit 6: Refurbishment of Spare Parts
PLM300
If a material is valued separately, this material is managed in various partial stocks, and each partial stock is valued separately.
SAP Use
Only
Internal
Partner
In addition to partial stocks, the overall stock is also updated. The value calculated for the overall stock is derived from the total of stock values and stock quantities for the individual partial stocks.
SAP
Every operation subject to valuation, whether it is a goods receipt, goods issue or inventory, is performed at partial-stock level. When processing one of these operations, specify which partial stock is involved. This ensures that only the value of the partial stock concerned is changed; the other partial stocks remain unaffected.
Use
Partner
Only
Internal
Figure 121: Condition-Based Material Valuation
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2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
Moving Average Price in Material Master
The stock quantity, stock value, and valuation price for all valuation types are accumulated at the valuation area level. The result is the moving average price for the material.
SAP Use
Partner Only
Internal
SAP
The stocks for a material valued separately are managed separately for each valuation type. These are compiled in the valuation header. The individual stock quantities and stock values are totalled here. A moving average price is calculated from the values for the individual valuation types and stock quantities.
Use
Partner
Only
Internal
Figure 122: Moving Average Price
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Unit 6: Refurbishment of Spare Parts
PLM300
Defining the Refurbishment Order
Use
Partner
Only
Internal
Figure 123: The Refurbishment Order
SAP Use
Material number to be refurbished Quantity to be refurbished Actual condition to be refurbished (for example, C3) Target condition to be achieved (for example, C2)
Partner
• • • •
Posting Stock Movements
Only
Internal
SAP
The structure of the refurbishment order essentially corresponds to the structure of the maintenance order. When creating a refurbishment order, you have to enter the following data:
Figure 124: Refurbishment Order: Stock Withdrawal Continued on next page
284
© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
When a refurbishment order is created, the following planned goods movements of parts to be refurbished are generated in the background: Automatic creation of material to be provided (“from” condition) as order component. Automatic creation of material to be delivered (“to” condition) as material receipt element.
Only
Figure 125: Refurbishment Order: Inward Stock Movement
Use
If the valuation types (partial stocks) have a valuation with standard price, the final change of the stock value of the material takes place at this time: a C3 part with the standard price, a C2 part with the standard price more in stock. This leads to a new floating average price at the material level. The effective expenditure of the order is not taken into account for this constellation. It is posted to a price difference account for the order settlement.
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Only
Internal
The goods receipt of the material to be delivered (“from” condition) is made as a planned goods receipt using movement type 101 with reference to the order number.
Partner
The goods receipt can be posted either using the Materials Management transactions or using a special transaction in the confirmation area of Plant Maintenance (IW8W).
SAP
SAP
Use
Partner
Internal
The goods issue of the material to be provided (“from” condition) is made as a planned material withdrawal using movement type 261 with reference to the order number.
Unit 6: Refurbishment of Spare Parts
PLM300
Use
Partner
Only
Internal
Figure 126: Effect of Refurbishment on Stock Value of Material
SAP Use
Only
Internal
Partner
This, in turn, leads to a rise in the floating average price at the overall material level, depending on the expenditure of the order, not on the valuation price of the partial stock.
SAP
If the movement types (partial stocks) have a valuation with a floating average price, then the overall stock value of the material rises by the effective expenditure of the order (working time + material/ here: 5 hours at a total of 250 + 100 for the residual value of the defect part) after settlement.
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286
© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
Exercise 15: The Material Master Exercise Objectives
Business Example
Use
Partner
Warehouse-based refurbishment is based on condition-based valuation of the material, for which the different conditions are represented using internal valuation types. In this way, a verification document concerning the value of the change to the material can be maintained for refurbishment.
Task Display the material master
SAP
A certain quantity of defective pumps with material number T-FP1## has been collected in the warehouse. These should now be refurbished.
Use
Determine the following data
Which menu path do you use?
Partner
Call up the accounting data of the material master T-FP1## for the plant 1000.
Internal
However, before the refurbishment starts, you want to obtain an overview of certain core data for this material.
SAP
1.
Internal
Only
After completing this exercise, you will be able to: • Display the material master • Determine the valuation category and valuation types • Determine stocks and valuations
Description
Only
Price control Valuation category Moving average price Standard price Total stock Total value Continued on next page Continued on next page
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Unit 6: Refurbishment of Spare Parts
2.
PLM300
To represent different conditions (new, refurbished, defective), the material has different valuation types. Which valuation types have been defined for the material T-FP1## ? Determine the following data for each valuation type: Valuation type
Valuation type
Valuation type
Only
Internal
Valuation category Price control
Partner
Moving average price
Use
Standard price Total stock Total value
SAP
SAP
3.
Stock balance display displays an overview of the stock. Which menu path do you use? Determine the following stock values:
Internal
Unrestricted use
Reserved
Open purchase order quantity
Plant 1000
Only
Storage location 0001 Batch: Batch: Batch:
Continued on next page
288
© 2003 SAP AG. All rights reserved.
Partner
Use
How do you limit the selection?
2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
Solution 15: The Material Master Task Display the material master 1.
A certain quantity of defective pumps with material number T-FP1## has been collected in the warehouse. These should now be refurbished.
Only
Call up the accounting data of the material master T-FP1## for the plant 1000.
Partner
Which menu path do you use? Determine the following data
Use
Description Price control Valuation category
SAP
Moving average price
SAP
Internal
However, before the refurbishment starts, you want to obtain an overview of certain core data for this material.
Standard price
Only
Internal
Use
Partner
Continued on next page Continued on next page
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Unit 6: Refurbishment of Spare Parts
PLM300
Total stock Total value a)
Display the Material Master SAP menu → Logistics→ Plant Maintenance → Management of Technical Objects → Material → Display
Values
Description
Normal suction pump SIHI 200-100
Partner
Price control
V
Valuation category
C
Moving average price
2.050,00
Standard price
2.456,90
Total stock
40
SAP
Total value
82.000,00
Use
Which valuation types have been defined for the material T-FP1## ?
Internal
Determine the following data for each valuation type: Valuation type
Valuation type
Valuation type
Only
Valuation category Price control Moving average price Standard price Continued on next page Continued on next page
290
© 2003 SAP AG. All rights reserved.
Partner
To represent different conditions (new, refurbished, defective), the material has different valuation types.
SAP
2.
Use
Field name or data type
Internal
Only
Data at header level
2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
Valuation type
Valuation type
Valuation type
Total stock Total value a)
Display valuation types
Only
Enter material number T-FP1## and choose Accounting view; call up F4 Help in the Valuation type field
Use
Valuation typeC3
Valuation category
C
C
C
Price control
S
S
S
Moving average 3000,00 price
2500,00
200,00
Standard price
3000,00
2500,00
200,00
Total stock
10
20
10
Total value
30000,00
50000,00
2000,00
Stock balance display displays an overview of the stock.
Only
Internal
Valuation typeC2
Partner
3.
Valuation typeC1
SAP
SAP
C1, C2 and C3
Which menu path do you use? How do you limit the selection? Determine the following stock values:
Continued on next page Continued on next page
2003/Q2
© 2003 SAP AG. All rights reserved.
Use
Partner
The following valuation types appear:
Internal
SAP menu → Logistics → Plant Maintenance → Technical Objects → Material → Display
291
Unit 6: Refurbishment of Spare Parts
PLM300
Unrestricted use
Reserved
Open purchase order quantity
Plant 1000 Storage location 0001 Batch: Batch: a)
Stock balance display
Partner
SAP menu → Logistics → Plant Maintenance→ Management of Technical Objects → Material → Display
Use
In the material: Environment → Stock overview or
SAP Internal
Reserved
Plant 1000
40
0
Storage location 0001
40
0
Batch: C1
10
0
Batch: C2
20
0
Batch: C3
10
0
Only
Unrestricted use
Partner
Use
Stock values:
Continued on next page
© 2003 SAP AG. All rights reserved.
SAP
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Material → Stock Overview
292
Internal
Only
Batch:
2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
Exercise 16: Refurbishment Order Exercise Objectives After completing this exercise, you will be able to: • Configure and process a refurbishment order • Perform a material withdrawal and material receipt
Only
Task 1 1.
Create a refurbishment order for material T-FP1## from batch C3, using the following data: Order type: PM04
SAP
SAP
Maintenance planning plant: 1000 Business area: 1000 Maintenance planner group: I##
Use
Partner
Person responsible Work center: T-ME## Total quantity: 1 piece From plant/storage location/valuation type: 1000 / 0001 / C3
Internal
To plant/storage location/valuation type: 1000 / 0001 / C2 Which menu path do you use?
Only
Task 2 Operations 1.
Create the operations you regard as necessary to process the order. Use work center T-ME## and control key PM01 each time.
Task 3 Material planning Continued on next page Continued on next page
2003/Q2
Use
Partner
Refurbishment processing is performed using an order type configured for this purpose. This enables you to perform refurbishment for material and pieces of equipment linked to a material number.
Internal
Business Example
© 2003 SAP AG. All rights reserved.
293
Unit 6: Refurbishment of Spare Parts
1.
PLM300
Check the component list for operation 0010. Which entries can you see? Material number Quantity Item category Storage location Batch
Partner
Plan further spare parts that you regard as necessary for processing the order.
Internal
Only
Plant
Which did you plan?
Use
Put the order in process without printing it. Which order number is assigned?
SAP
SAP
Task 4 Material withdrawal 1.
Withdraw the material planned for your order.
Partner
Use
How do you proceed? Which document number is assigned?
Time confirmation 1.
Enter the actual time for your order using single entry or collective entry. Set the final confirmation indicator each time. How many hours have you confirmed in total?
Task 6 Goods receipt 1.
Post the return of the refurbished part to the warehouse for your order. Continued on next page Continued on next page
294
© 2003 SAP AG. All rights reserved.
2003/Q2
Only
Internal
Task 5
PLM300
Lesson: Refurbishment and Material Master Details
How do you proceed? Which document number is assigned?
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
Continued on next page
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295
Unit 6: Refurbishment of Spare Parts
PLM300
Solution 16: Refurbishment Order Task 1 1.
Create a refurbishment order for material T-FP1## from batch C3, using the following data: Order type: PM04
Only
Total quantity: 1 piece
Internal
Business area: 1000
Partner
Maintenance planning plant: 1000 Maintenance planner group: I## Person responsible Work center: T-ME## From plant/storage location/valuation type: 1000 / 0001 / C3
Use
To plant/storage location/valuation type: 1000 / 0001 / C2 Which menu path do you use?
SAP Use
Field name or data type
Values
Order type
PM04
Material
T-FP1##
Planning plant
1000
Business area
1000
Maintenance planner group
I##
Person responsible Work center
T-ME##
Total quantity
1 piece
From plant/storage location/valuation type
1000 / 0001 / C3
To plant/storage location/valuation type
1000 / 0001 / C2
Partner Only
Internal
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (Special) → Refurbishment order
Continued on next page Continued on next page
296
© 2003 SAP AG. All rights reserved.
SAP
a)
2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
Task 2 Operations 1.
Create the operations you regard as necessary to process the order. Use work center T-ME## and control key PM01 each time. a)
In the order, "Operations" tab page Enter useful operations for performing refurbishment.
Only
Internal
Task 3 Material planning 1.
Check the component list for operation 0010.
Partner
Which entries can you see?
Use
Material number Quantity Item category
SAP
SAP
Plant Storage location
Use
Put the order in process without printing it.
Which did you plan?
Partner
Plan further spare parts that you regard as necessary for processing the order.
Internal
Batch
Only
Continued on next page Continued on next page
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Unit 6: Refurbishment of Spare Parts
PLM300
Which order number is assigned? a)
From the operation list, double-click operation number 0010: The system branches to the internal processing screen for the operation that displays the component list in the lower screen area.
Partner
Values
Material number
T-FP1##
Quantity
1
Item category
L
Plant
1000
Storage location
0001
Batch
C3
Use
Field name or data type
Internal
Only
Component T-FP1## is scheduled automatically with the following data:
SAP
SAP
Plan additional material using free material assignment (execute F4 help in the field Components and search, for example, for a material short text); possible materials: 100-100, 100-400, 100-431, and 100-600.
Partner
Use
Choose the Put in process button;
Task 4 Material withdrawal
Internal
1.
Withdraw the material planned for your order. How do you proceed?
Only
Continued on next page Continued on next page
298
© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Lesson: Refurbishment and Material Master Details
Which document number is assigned?
Field name or data type
Values
Movement type
261
Plant
1000
Storage location
0001
Material
T-FP1##
serial number
For example, 41
Choose button "To order..." and enter order number; save.
Task 5 Time confirmation Enter the actual time for your order using single entry or collective entry. Set the final confirmation indicator each time. How many hours have you confirmed in total? SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Overall Completion Confirmation or
Task 6 Goods receipt 1.
Post the return of the refurbished part to the warehouse for your order. How do you proceed?
Continued on next page Continued on next page
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299
Only
Internal
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Individual Time Confirmation
Partner
Use
a)
SAP
SAP
1.
Use
Partner
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Goods Movement
Internal
Only
a)
Unit 6: Refurbishment of Spare Parts
PLM300
Which document number is assigned? a)
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Goods Movement → Refurbishment Goods Receipt Enter order number from 2-3 In “Activity” area, activate Change batch/valuation type + Posts goods receipt (this is the standard setting)
Only
Internal
Control data in “Data for goods receipt” area
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Save
SAP
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Lesson: Refurbishment and Material Master Details
Exercise 17: Inventory Management and Controlling Exercise Objectives
Only
Business Example
Partner
The check can also be made using the cost report in the order.
SAP
Cost Analysis of the Order Call the cost report for the planned/actual comparison and check which credits and debits the order has before settlement.
Partner
Use
1.
How do you proceed? Actual costs
Only
Internal
Cost element debit
SAP
Task 1
Use
The refurbishment order is settled directly to the material. Depending on the price control of the condition batches (valuation types), values are assigned based on the standard price of the valuation type or the actual resources required.
Internal
After completing this exercise, you will be able to: • Settle a refurbishment order • Check stocks • Perform a cost analysis for the order
Cost element credit
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Task 2 1.
Which settlement rule is used for the order?
1.
When is the stock value changed for material T-FP1## and why?
Use
Partner
Are the actual working time and spare parts required considered when the stock value is changed?
Internal
Only
Task 3
SAP
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Lesson: Refurbishment and Material Master Details
Solution 17: Inventory Management and Controlling Task 1 Cost Analysis of the Order Call the cost report for the planned/actual comparison and check which credits and debits the order has before settlement. How do you proceed? Actual costs
Use
Partner
Cost element debit
Internal
Only
1.
SAP
SAP
Cost element credit
Only
Internal
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Unit 6: Refurbishment of Spare Parts
a)
PLM300
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change
Actual costs
404000 Spare parts
For example, 200
615000 Direct activity allocation
For example, 129. 53
655901 Overhead rates
None, since these cannot be calculated automatically
Use
Partner
Cost element debit
Cost types delivery
SAP
Hint: The service provided by the refurbishment is posted to the order as credit in the form of negative costs.
Task 2 1.
Which settlement rule is used for the order? a)
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change Goto → Settlement rule MAT T-FP1## 100% GES settlement rule is created automatically. The settlement is made directly to the material. Continued on next page Continued on next page
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Internal
The value results from the values assigned to the C2 batch of material T-FP1## (standard price valuation).
Partner
Use
For example, 2,500
SAP
895000 Factory production
Internal
Only
Extras → Cost reports → Planned/actual comparison
PLM300
Lesson: Refurbishment and Material Master Details
Task 3 1.
When is the stock value changed for material T-FP1## and why? Are the actual working time and spare parts required considered when the stock value is changed? a)
Since the material T-FP1## has a standard price valuation at the level of valuation type (= batch), the stock value is changed for the return of the refurbished part to the warehouse (in batch C2).
Only
The resources required can only be considered if a moving average price has been agreed at the batch level. The actual resources required are then settled to the material when the order is settled (not when it reaches the warehouse).
Use
Partner
The actual working time and spare parts required are not considered for the standard price valuation of batches.
Internal
As a result of the standard price valuation, an item received in the C2 batch is always assigned the value 2,500 and thereby leads to an increase in the stock value at the overall material level.
SAP
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Lesson Summary
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Partner
Internal
You should now be able to: • Define refurbishment • Explain the refurbishment process flow • Specify the Valuation Type and Category • Explain the moving average price in the Material Master • Define and create a refurbishment order • Post stock movements
SAP
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Unit Summary
Unit Summary
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Internal
You should now be able to: • Define refurbishment • Explain the refurbishment process flow • Specify the Valuation Type and Category • Explain the moving average price in the Material Master • Define and create a refurbishment order • Post stock movements
SAP
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Unit Summary
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SAP
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Test Your Knowledge
Test Your Knowledge 1.
Both materials with serial numbers and materials without serial numbers can be refurbished. Determine whether this statement is true or false.
Partner
Where does the repaired/refurbished repairable spares go after refurbishment?
3.
Stock quantity Stock quantity, stock value stock value, and valuation price valuation price for all the valuation types are accumulated at the valuation area level.
Use
2.
Internal
Only
True False
SAP
4.
Moving average price results from accumulation of stock quantity, value, and valuation price at the valuation area level.
Use
5.
The structure of a refurbishment order corresponds to the structure of a maintenance order maintenance order. Fill in the blanks to complete the sentence.
6.
It is possible to post the return of a refurbished part to the warehouse for an order. Determine whether this statement is true or false.
True False
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True False
Partner
Determine whether this statement is true or false.
SAP
Fill in the blanks to complete the sentence.
Test Your Knowledge
PLM300
Answers 1.
Both materials with serial numbers and materials without serial numbers can be refurbished. Answer: True
2.
Where does the repaired/refurbished repairable spares go after refurbishment?
Partner
Answer: Stock quantity, stock value, valuation price Moving average price results from accumulation of stock quantity, value, and valuation price at the valuation area level.
Use
5.
The structure of a refurbishment order corresponds to the structure of a maintenance order. Answer: maintenance order
6.
It is possible to post the return of a refurbished part to the warehouse for an order. Answer: True The return of a refurbished part to the warehouse for orders can be posted.
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Only
Internal
Moving average price results from accumulation of stock quantity, value, and valuation price at the valuation area level.
Partner
Answer: True
SAP
4.
Stock quantity, stock value, and valuation price for all the valuation types are accumulated at the valuation area level.
Use
3.
SAP
Answer: The repaired/refurbished repairable spares are returned to the warehouse per goods receipt in accordance with the order planning. The order is confirmed and completed.
Internal
Only
Both types of materials can be refurbished.
Unit 7 Unit Overview
Partner
Unit Objectives
SAP Use
Unit Contents Lesson: Preventive Maintenance Process....................................... 312 Lesson: Preventive Maintenance Task Lists..................................... 316 Exercise 18: Displaying Task Lists ........................................... 319 Lesson: Preventive Maintenance Planning ...................................... 322 Exercise 19: Configuring Single-Cycle Plans and Using Task Lists ..... 331 Exercise 20: Strategy Plan .................................................... 337 Lesson: Scheduling Maintenance Plans ......................................... 344 Exercise 21: Maintenance Plan Scheduling ................................ 349
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Define Preventive Maintenance Identify the Preventive Maintenance process flow Define task lists Identify the structure of task lists Identify a Single Cycle Plan Identify a Time-based strategy plan Identify the need to schedule maintenance plans Identify a Planned Date
Partner
• • • • • • • •
SAP
After completing this unit, you will be able to:
Use
In this unit, you will be able to describe the basics of preventive Maintenance. You will also be able to identify the functions of task lists and their role in work scheduling. In addition, you will be able to create single cycle and strategy plans. Finally, you will be able to generate maintenance orders from maintenance plans.
Internal
Only
Preventive Maintenance
Unit 7: Preventive Maintenance
PLM300
Lesson: Preventive Maintenance Process Lesson Overview This lesson will help you understand Preventive Maintenance and identify its types. In addition, you will be able to describe the Preventive Maintenance process flow.
Only
Internal
Lesson Objectives After completing this lesson, you will be able to: Define Preventive Maintenance Identify the Preventive Maintenance process flow
Business Example
SAP Use
Only
Internal
Partner
Defining Preventive Maintenance
SAP
In a company, Preventive Maintenance processes include all maintenance work that can be planned with respect to the scope of the work and the dates involved, regular inspections, recurring maintenance tasks, and planned repairs. The objective of preventive maintenance tasks is to prevent the system and other technical objects from a breakdown. A maintenance planner is responsible for carrying out the preventive maintenance process in the company.
Use
Partner
• •
Figure 127: Types of Preventive Maintenance
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Lesson: Preventive Maintenance Process
To keep downtime and maintenance costs to a minimum, the technical systems at International Demonstration and Education System (IDES) are inspected and maintained regularly. The preventive maintenance performed here is based on time, performance, or the condition of the technical object. Preventive maintenance is divided into three areas: Time-based: Preventive maintenance tasks are triggered after a specific period of time has elapsed, for example, every six months.
Only Partner
Condition-based: Preventive maintenance tasks are due when a condition is outside a specific value range. For example, a thread depth below 15 mm or temperature higher than 85 C.
Different Phases of the Preventive Maintenance Process
Internal
Performance-based: Preventive maintenance tasks are due when a specific performance level has been reached, for example, every 10,000 km.
Use
SAP
SAP Only
Internal
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Partner
Figure 128: Preventive Maintenance: Process
The Preventive Maintenance process pertains to work scheduling and maintenance planning. It is divided into 5 steps. Step 1: The task list defines object-dependent or object-independent process steps to be performed.
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Step 2: The maintenance plan is created for the object. It automatically generate orders, notifications, and service entry sheets in accordance with any specified guidelines. Step 3: The scheduling is responsible for the regular call up of orders, notifications, and service entry sheets, and for recalculating planned dates. Step 4: The maintenance order is automatically generated by the maintenance order and entered in the order list, from where it is processed.
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Internal
Step 5: The technical completion marks the order and the corresponding planned date in the maintenance plan as finished. The date of the technical completion is used in the maintenance plan to calculate the next planned date.
SAP
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Lesson: Preventive Maintenance Process
Lesson Summary You should now be able to: • Define Preventive Maintenance • Identify the Preventive Maintenance process flow
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Lesson: Preventive Maintenance Task Lists Lesson Overview This lesson will help you to define a preventive maintenance task list. It will also help you to identify the structure of the task list.
Only
Business Example
Define task lists Identify the structure of task lists
A maintenance task list is the instrument for controlling the plant maintenance task and is based on the operational plans. A maintenance planner is responsible for creating this task list. The maintenance task list is based on the maintenance/repair task and the information concerning the execution date. This task list can be attached to the equipments and functional locations.
Use
Defining Tasks Lists
SAP
SAP
• •
Internal
After completing this lesson, you will be able to:
Partner
Lesson Objectives
Only
Internal
Use
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Figure 129: Task List
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Lesson: Preventive Maintenance Task Lists
Maintenance task lists describe a series of individual maintenance activities. You can use them to standardize recurring activities, plan them more effectively, and to save time when creating maintenance orders and maintenance plans. Task lists can be object-independent, such as categories like equipment plan, plan for the functional location, and, in this case, refer to exactly one technical object.
Only SAP
SAP
If you have created maintenance task lists, you can create maintenance orders and maintenance plans, since you refer to the operations and processes already entered in the maintenance task list. For example, if you create a maintenance order for a task, for which all the individual operations have already been described in a maintenance task list, you only need to specify this task list and the required times in the maintenance order. You do not need to enter the individual operations because they are copied from the maintenance task list. If the same task is required again, you can create the maintenance order with reference to the maintenance task list.
Use
Partner
General maintenance task lists can be used for routine and planned maintenance tasks. Task lists also specify which spare parts and tools are required for operations and the time needed to perform the work.
Internal
Object-independent task lists, like the category of general maintenance task list, can be used for multiple objects of the same type.
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Structuring Task Lists
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Only
Internal
Figure 130: Maintenance Task Lists: Structure
SAP
The following assignments are possible for operations: Time, components, work center, and a series of other parameters like the production resources.
SAP
The following assignments are made in the task list header: A planner group, maintenance strategy, and a series of other parameters.
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Lesson: Preventive Maintenance Task Lists
Exercise 18: Displaying Task Lists Exercise Objectives After completing this exercise, you will be able to: • Display task list details
Partner
A maintenance task list is created by a maintenance planner on the basis of operational plans. It is an instrument for controlling the plant maintenance task. It can be used to store the recurring sequence of operations as a master record. These operations can then be included either in a maintenance plan or in order planning.
Task
Use
Task List Group 2.
Display the task list header of the general maintenance task list PUMP_WTG with group counter 1.
SAP
What are task list groups and group counters used for?
SAP
1.
How do you proceed?
Use
Display the operation list.
Internal
How do you proceed? Which maintenance packages have been assigned to which operations?
Partner
Which parameters indicate that this task list has been defined for strategy-based maintenance planning? What is the value? 3.
Internal
Only
Business Example
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Unit 7: Preventive Maintenance
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Solution 18: Displaying Task Lists Task Task List Group 1.
What are task list groups and group counters used for?
2.
The task list group combines task lists with similar topics from logical and data-related perspectives. The group counter is the sequence number of a task list within the task list group.
Display the task list header of the general maintenance task list PUMP_WTG with group counter 1.
Partner
How do you proceed? Which parameters indicate that this task list has been defined for strategy-based maintenance planning? What is the value?
Use
a)
Display the task list header:
SAP
SAP
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Work Scheduling → Task Lists → General Maintenance Task Lists → Display Task list group: PUMP_WTG Task list group counter: 1
Use
How do you proceed? Which maintenance packages have been assigned to which operations? a)
Display the operation list: From the task list header, button “Operation”; Then button “MntP” to display the maintenance packages for all operations.
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Internal
Display the operation list.
Partner
“Header” The value A is entered in the “Maintenance strategy” field (calendar-based scheduling). This shows that the general task list should be used for time-based strategic maintenance. Strategy A provides the maintenance packages (cycles) that are available for the operations 3.
Internal
Only
a)
PLM300
Lesson: Preventive Maintenance Task Lists
Lesson Summary You should now be able to: • Define task lists • Identify the structure of task lists
Use
Partner
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Internal
SAP
SAP Only
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Lesson: Preventive Maintenance Planning Lesson Overview This lesson will help you to identify a single cycle plan and a time-based strategy plan.
Only
Identify a Single Cycle Plan Identify a Time-based strategy plan
SAP
SAP
A maintenance planner does preventive maintenance planning in a company. Such planning can be time-based, performance-based, or condition-based. Being a Maintenance planner in a company, you can choose a single cycle plan in which the same activity, like same inspections, must be executed at regular intervals. You can also choose a strategy plan in which maintenance work and inspections are performed in different cycles.
Use
Business Example
• •
Internal
After completing this lesson, you will be able to:
Partner
Lesson Objectives
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Lesson: Preventive Maintenance Planning
Single Cycle Plan
Use
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Only
Internal
SAP
• • • • • •
Planning data, such as maintenance planning plant, maintenance planner group, and order type Reference object Task list (optional) The scheduling data contains the following: A cycle or maintenance intervals. Scheduling parameters for fine-tuning scheduling. A list of planned and call dates.
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Internal
•
Partner
The maintenance plan is composed of maintenance items and scheduling dates and is used to automatically generate maintenance call objects like order, notification and service entry sheet. The maintenance item contains the following data:
SAP
Business process: The same activity must be executed at regular intervals. For example, the annual inspection of fire extinguishers, the acceptance test every two years, and the inspection of boilers every six years, as per pressure vessel regulations
Use
Figure 131: Scheduling Data and Maintenance Item
Unit 7: Preventive Maintenance
PLM300
A maintenance plan can have one or more maintenance items. For example, pump maintenance has one maintenance item for the pump transmission with corresponding task list and one maintenance item for the pump motor with corresponding task list.
Use
Partner
Only
Internal
SAP
In the case of a single cycle plan, the complete task list is always due.
The operations are executed at the times calculated by the system when scheduling the maintenance plan.
SAP
A task list is assigned within the maintenance item.
Use
Figure 132: Using a Task List to Include an Operation List
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Lesson: Preventive Maintenance Planning
Time-Based Strategy Plan
Use
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Internal
SAP
• • • • • •
SAP
Business process: Maintenance work and inspections are performed in different cycles.
Use
Figure 133: Strategy Plan: Business Process
Partner
Check fan belt: every 12 months Change fan belt: every 24 months Change oil: every 6 months Change oil filter: every 12 months Check air filter: every 12 months Change air filter: every 24 months
Only
Internal
Example: Service record for a fleet object (excerpt)
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Business process: Maintenance work and inspections are performed in different cycles.
SAP
SAP
Example: Service record for a fleet object (excerpt)
Use
The maintenance strategy consists of several maintenance packages and represents the scheduling rule for preventive maintenance. You can assign task lists to maintenance strategies. The scheduling indicator determines the scheduling type. Examples: • • • •
Time-based Time-based using key date Time-based according to factory calendar Performance-based
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Internal
Check fan belt every 12 months Change fan belt every 24 months Change oil every 6 months Change oil filter every 12 months Check air filter every 12 months Change air filter every 24 months
Partner
• • • • • •
Use
Partner
Only
Internal
Figure 134: Maintenance strategy
PLM300
Lesson: Preventive Maintenance Planning
You can assign maintenance packages to a maintenance strategy. The packages for a strategy can have different cycle units, such as month, year, but they must always have the same dimension, like time.
Use
Partner
Only
Internal
The important parameters for a maintenance package are:
Partner
Use
Maintenance packages define the frequency at which specific operations are executed. You can assign them to the operations in a task list. These packages are part of a maintenance strategy.
SAP
SAP
Figure 135: Maintenance Package
Package number Description Cycle length Unit of measurement Hierarchy
Only
Internal
• • • • •
If two packages are due on the same date, the hierarchy determines which package is performed first. •
Offset The offset determines the first due date for a package.
•
Preliminary / follow-up buffer The preliminary or follow-up buffer specifies the tolerance over which the intended start and end dates for a package can range.
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Internal
Figure 136: Task List and Maintenance Strategy
Task lists can be created for use in preventive maintenance. To prepare task lists for use in strategy plans, the following steps are required: A strategy is defined in the task list header.
SAP
SAP
Packages can then be assigned to different operations in the task list. This defines the frequency with which the operations should be executed.
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Unit 7: Preventive Maintenance
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Internal
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Figure 137: Creating a Time-Based Strategy Plan
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Lesson: Preventive Maintenance Planning
You can assign a maintenance strategy to a strategy-based maintenance plan. Only a task list that has the same maintenance strategy as the maintenance plan can be assigned to a strategy-based maintenance plan.
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SAP
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Lesson: Preventive Maintenance Planning
Exercise 19: Configuring Single-Cycle Plans and Using Task Lists Exercise Objectives
Only
Business Example
Partner
Task 1
SAP Use
1.
Which menu path do you use? Use maintenance plan type Plant Maintenance.
Internal
2.
After you have entered your equipment number, the system displays various default values.
Only
Which default values are shown? Where do they come from? Maintenance planning plant Maintenance planner group Order type Maintenance activity type
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Partner
A mechanical inspection should be performed every three months for a piece of equipment TEQ-##. When this inspection takes place, all operations in the general maintenance task list PUMP_REP with group counter 2 should be executed.
SAP
Creating a Single Cycle Plan
Use
Preventive maintenance planning in a company is done by a maintenance planner and it can be time-based, performance-based, or condition-based. The maintenance planner can choose a single cycle plan to display similar tasks that are due at the same interval or he can also choose a strategy plan in which maintenance work and inspections are performed in different cycles.
Internal
After completing this exercise, you will be able to: • Configure a single cycle plan • Use a pre-defined task list
331
Unit 7: Preventive Maintenance
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Main work center Business area
Task 2 1.
What options do you have for defining operations in the maintenance plan?
2.
Include the task list in your maintenance plan.
Hint: When you save the maintenance plan, the current date is proposed as the start date. Confirm this start date and copy it to the maintenance plan. Save your maintenance plan. Which number is assigned to it?
Use
Partner
How do you proceed?
Internal
Only
Task list
SAP
SAP Only
Internal
Use
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Lesson: Preventive Maintenance Planning
Solution 19: Configuring Single-Cycle Plans and Using Task Lists Task 1 Creating a Single Cycle Plan
Only
1.
Which menu path do you use?
Use Internal
Field name or data type
Values
Maintenance plan number
Do not specify (internal number assignment)
Maintenance plan category
Maintenance plan order
Short text/description
Enter as required
Cycle
3 MON
Equipment
TEQ-##
After you have entered your equipment number, the system displays various default values.
Only
Which default values are shown? Where do they come from? Maintenance planning plant Maintenance planner group Order type Maintenance activity type
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Partner
2.
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Plans → Create → Single Cycle Plan
SAP
SAP
a)
Use
Partner
Use maintenance plan type Plant Maintenance.
Internal
A mechanical inspection should be performed every three months for a piece of equipment TEQ-##. When this inspection takes place, all operations in the general maintenance task list PUMP_REP with group counter 2 should be executed.
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Main work center Business area
Field name or data type
Values
Origin
Maintenance planning plant
1000
Equipment
Maintenance planner group
I##
Equipment
Order type
PM02
Customizing
Maintenance activity type
102
Customizing
Main work center
T-ME## Equipment
Business area
1000
Equipment
Use
Partner
Default Values
Task 2 Task list
SAP
What options do you have for defining operations in the maintenance plan?
Internal
Button "Select task list" (binoculars) and set a selection condition.
2.
Use button "Create task list" (white sheet of paper) to create a new general task list.
3.
Do not specify a task list; a standard operation (short order) is then generated in the subsequent maintenance order using the short text from the maintenance item.
Include the task list in your maintenance plan. How do you proceed? Hint: When you save the maintenance plan, the current date is proposed as the start date. Confirm this start date and copy it to the maintenance plan. Continued on next page Continued on next page
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2.
1.
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Use
a)
SAP
1.
Internal
Only
a)
PLM300
Lesson: Preventive Maintenance Planning
Save your maintenance plan. Which number is assigned to it? a)
Use
Partner
b)
Binoculars button (select task list) Activate task list category for General task list. For example, enter Pump* as a selection criterion in the ‘Task list group’ field. • Make a selection and choose the required general task list from the following list (task list type A, task list group PUMP_REP, task list group counter 2). The number assigned is 60.
Internal
Only
• • •
SAP
SAP Only
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Internal
SAP
SAP Only
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Lesson: Preventive Maintenance Planning
Exercise 20: Strategy Plan Exercise Objectives
Business Example
Task 1 Displaying a Maintenance Strategy 1.
Display the maintenance strategy A and determine the following data:
Use
Partner
If different tasks are due according to different cycles, this can be represented using a strategy-based maintenance plan.
Internal
Only
After completing this exercise, you will be able to: • Display a maintenance strategy • Configure a strategy plan • Use a pre-defined task list
SAP
SAP
From Detail View the strategy: Maintenance strategy header Scheduling indicator
Use
Partner
Strategy unit Valid from delayed finish
From the Package view the strategy: Maintenance packages
Short text
Cycle length
Unit
Hierarchy
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Only
Internal
Valid from early finish
Unit 7: Preventive Maintenance
PLM300
Task 2 Creating a Strategy Plan Preventive electrical maintenance tasks are to be performed at your piece of equipment TEQ-##. However, the tasks have different cycles. 1.
Create a strategy plan with maintenance plan type Maintenance Plan Order for maintenance strategy A for your piece of equipment TEQ-##.
Partner
2.
Include the general maintenance task list PUMP_WTG with group counter 2 in the strategy plan. Which maintenance packages are used?
3.
Determine the maintenance cycles in which the individual operations are due. How do you proceed? Operation
Maintenance package(s)
Internal
Only
How do you proceed?
Use Partner
Use
SAP
SAP Only
Internal
Save your maintenance plan. Which number is assigned to it?
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PLM300
Lesson: Preventive Maintenance Planning
Solution 20: Strategy Plan Task 1 Displaying a Maintenance Strategy 1.
Display the maintenance strategy A and determine the following data:
Internal
Only
From Detail View the strategy: Maintenance strategy header Scheduling indicator Strategy unit Valid from early finish From the Package view the strategy:
SAP
Short text
Cycle length
Unit
Hierarchy
SAP
Maintenance packages
Use
Partner
Valid from delayed finish
Only
Internal
Use
Partner
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Unit 7: Preventive Maintenance
a)
PLM300
Maintenance strategy SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Strategies ### Display
Values
Scheduling indicator
Time
Strategy unit
MON
Shift factor for late completion
100%
Use
Description
Cycle duration
Unit
Hierarchy
1
1M
Monthly
1
MON 1
2
3M
3 monthly
3
MON 1
3
1Y
Yearly
12
MON 2
Task 2 Preventive electrical maintenance tasks are to be performed at your piece of equipment TEQ-##. However, the tasks have different cycles. 1.
Create a strategy plan with maintenance plan type Maintenance Plan Order for maintenance strategy A for your piece of equipment TEQ-##.
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Only
Internal
Creating a Strategy Plan
Partner
MainteShort nance Pack- text ages
SAP
SAP
Shift factor for early completion 100%
Use
Partner
Field name or data type
Internal
Only
Maintenance strategy header
PLM300
Lesson: Preventive Maintenance Planning
How do you proceed?
Values
Maintenance plan number
Do not specify (internal number assignment)
Maintenance plan category
Maintenance plan order
Maintenance strategy
A
Short text/description
Enter as required
Equipment
TEQ-##
Include the general maintenance task list PUMP_WTG with group counter 2 in the strategy plan. Which maintenance packages are used? a)
Including a General Task List:
SAP
- The strategy (here: A) is also now used automatically as a selection parameter, that is, only general task lists with this maintenance strategy are selected
Use
- Maintenance packages used: 3.
Determine the maintenance cycles in which the individual operations are due. How do you proceed? Operation
Only
Internal
1M, 3M and 1Y
Maintenance package(s)
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Partner
- Make selection as in section 2-2-2
SAP
- Binoculars button (select general task list)
Use
2.
Internal
Field name or data type
Only
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Plans → Create ### Strategy Plan
Partner
a)
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Unit 7: Preventive Maintenance
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Save your maintenance plan. Which number is assigned to it? a)
Maintenance packages in task list: Button "Display task list"
Only Partner
0010
1M, 1Y
0020
1M, 1Y
0030
1M, 1Y
0040
1M, 1Y
0050
3M, 1Y
0060
1M, 3Y
SAP
SAP
Maintenance package(s)
Use
Operation
Internal
In the operation overview, button "MntP" (you do not need to select the operations).
Only
Internal
Use
Partner
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PLM300
Lesson: Preventive Maintenance Planning
Lesson Summary You should now be able to: • Identify a Single Cycle Plan • Identify a Time-based strategy plan
Use
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Only
Internal
SAP
SAP Only
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Use
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PLM300
Lesson: Scheduling Maintenance Plans Lesson Overview This lesson will help you identify the need for scheduling the maintenance plans. It will also help you understand the association of a cycle start date with a planned date.
Only
Internal
Lesson Objectives After completing this lesson, you will be able to: Identify the need to schedule maintenance plans Identify a Planned Date
Business Example
SAP
Maintenance Plans
SAP
A maintenance planner in a company has to schedule the maintenance plan. When doing this for the first time, the maintenance planner has to enter the start date or start counter reading and specify the maintenance cycle on the time axis. Scheduling of maintenance plans ensures the periodicity of the maintenance activity.
Use
Partner
• •
Only
Internal
Use
Partner
Figure 138: Schedule Maintenance Plans
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2003/Q2
PLM300
Lesson: Scheduling Maintenance Plans
Scheduling allows you to define start dates for maintenance orders and keep them updated. Without regular scheduling, call objects, such as maintenance orders, notifications, and service entry sheets, cannot be created. Scheduling is normally performed automatically at regular intervals, such as daily or weekly, in a background job. Restart: The normal function to start a maintenance plan for a technical object that has just been brought into service for which inspection activities need to begin.
Only SAP
Manual call: If you also want to schedule a maintenance task for a particular date, you can schedule this date manually.
SAP
For example, if the maintenance strategy that you have assigned to your maintenance plan, has three packages, monthly, every four months, and every six months, then instead of starting scheduling with the package monthly, you can decide to start with the six-monthly package. You must then enter the date when the last preventive maintenance work, in this case, the fifth monthly package, was performed.
Use
Partner
Start in current cycle: You can restart scheduling for your strategy plan in the current cycle. This function is useful if you have previously been using a different EDP-system to SAP, or no EDP-system at all, to manage your maintenance work.
Internal
Scheduling is the function that calls up the next maintenance order after the previous one has been completed. It is not usually performed manually, but triggered by the technical completion of the order and the deadline monitoring program.
Only
Internal
Use
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SAP Use
Only
Internal
The cycle start defines the date from which the calculation of the planned dates should begin.
Partner
The call date, i.e. the date the order was created on, is usually before the planned date so that there is a certain pre-processing phase such as for material procurement.
SAP
When you create a single cycle plan, the cycle is assigned the period until each planned date, i.e., the due date of the task. Orders are generated based on the planned date.
Use
Partner
Only
Internal
Figure 139: Cycle Start and Planned Date
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PLM300
Lesson: Scheduling Maintenance Plans
SAP Use
Only
Internal
You can use the scheduling list to display all the maintenance dates for the conditions you have defined, such as for a piece of equipment or a maintenance plan. The ABAP List Viewer allows you to define user-specific display variants.
Partner
The graphic schedule overview uses colored symbols to display upcoming or completed tasks and has a variety of processing functions, such as maintenance plan simulation and capacity planning.
SAP
Maintenance dates can be displayed by a graphic schedule overview or a schedule list.
Use
Partner
Only
Internal
Figure 140: Maintenance Scheduling Overview
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Unit 7: Preventive Maintenance
PLM300
Use
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Only
Internal
SAP
SAP Only
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Use
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2003/Q2
PLM300
Lesson: Scheduling Maintenance Plans
Exercise 21: Maintenance Plan Scheduling Exercise Objectives
Only
Business Example
Use
Partner
Using maintenance plan scheduling, maintenance dates due regularly in the maintenance plans are converted into maintenance orders, and dates that are on hold are recalculated if the scheduling parameters are changed.
Task 1 Restarting a Single Cycle Plan
SAP
Start your single cycle plan for the 1st of the current month.
SAP
1.
Which is the first due date? Save the maintenance plan.
Use
Starting a Strategy Plan in the Current Cycle
Internal
Start your strategy plan so that the first 3-month package was performed on the 28th of the previous month. How should you proceed?
Only
Which is the next due date? Which package is due then? Save the maintenance plan.
Task 3 Displaying Maintenance Orders 1.
How do you find the maintenance orders you have generated? Which order numbers have been generated? Continued on next page Continued on next page
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Task 2 1.
Internal
After completing this exercise, you will be able to: • Restart a maintenance plan • Initiate a maintenance plan in the cycle • Display the scheduling overview • Display your maintenance orders
349
Unit 7: Preventive Maintenance
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Task 4 Scheduling Overview 1.
Display an overview of the due maintenance dates in list form for your maintenance plans. Which menu path do you use?
Use
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Only
Internal
SAP
SAP Only
Internal
Use
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2003/Q2
PLM300
Lesson: Scheduling Maintenance Plans
Solution 21: Maintenance Plan Scheduling Task 1 Restarting a Single Cycle Plan 1.
Start your single cycle plan for the 1st of the current month. Which is the first due date?
Only
a)
Internal
Save the maintenance plan. Restarting a Single Cycle Plan
Edit→Start If a start date was transferred to the maintenance plan when the strategy plan was created, this is now proposed (here: the 1st of the current month);
SAP Use
Starting a Strategy Plan in the Current Cycle 1.
Start your strategy plan so that the first 3-month package was performed on the 28th of the previous month. How should you proceed? Which is the next due date? Which package is due then?
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Internal
Task 2
Partner
Hint: The start and ongoing scheduling of all maintenance plans is not usually executed manually, but using deadline monitoring which is controlled by a system job.
SAP
If no start date has yet been entered in the maintenance plan, one must now be set (for example, current date).
Use
Partner
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Scheduling for Maintenance Plans → Schedule
Unit 7: Preventive Maintenance
PLM300
Save the maintenance plan. a)
Starting a Strategy Plan in the Current Cycle SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Scheduling for Maintenance Plans → Schedule
• •
Partner
•
Button "Start in cycle" Confirmation date, for example, 28th of the previous month, then button ‘Select package’ Cursor on first package "3M", button "Start offset" and back The next due planned date is displayed in the list of scheduled calls according to the entry Due packages: 1M
Internal
Only
• •
Task 3
Use
Displaying Maintenance Orders 1.
How do you find the maintenance orders you have generated?
SAP
SAP Only
Internal
Use
Partner
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PLM300
Lesson: Scheduling Maintenance Plans
Which order numbers have been generated? a)
Displaying Maintenance Orders 1. Using list editing for orders: SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Order List → Change Order type PM02.
Only
Internal
2. Maintenance plan scheduling: SAP menu → Logistic → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Scheduling for Maintenance Plans → Schedule
Partner
“Scheduled calls” tab page Select a line with the status “Called” Symbol “Display orders ”(glasses)
3. Displaying/Changing a Maintenance Plan
SAP Use
“Scheduled calls” tab page Select a line with the status “Called” Symbol “Display orders ”(glasses)
Partner
• • •
Order numbers:
Task 4 Scheduling Overview Display an overview of the due maintenance dates in list form for your maintenance plans.
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Only
Internal
9020xx
1.
SAP
SAP menu→ Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Plans → Display/Change
Use
• • •
Unit 7: Preventive Maintenance
PLM300
Which menu path do you use? a)
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Scheduling for Maintenance Plans → Scheduling Overview → List • •
Enter maintenance plan numbers Execute
Only
Use
Partner
Settings → Display variants → Current.
Internal
Hint: Additional fields can be shown analogous to the notification and order lists using
SAP
SAP Only
Internal
Use
Partner
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2003/Q2
PLM300
Lesson: Scheduling Maintenance Plans
Lesson Summary You should now be able to: • Identify the need to schedule maintenance plans • Identify a Planned Date
Use
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Only
Internal
SAP
SAP Only
Internal
Use
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Unit Summary
PLM300
Unit Summary
Only
Use
Partner
Internal
You should now be able to: • Define Preventive Maintenance • Identify the Preventive Maintenance process flow • Define task lists • Identify the structure of task lists • Identify a Single Cycle Plan • Identify a Time-based strategy plan • Identify the need to schedule maintenance plans • Identify a Planned Date
SAP
SAP Only
Internal
Use
Partner
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Test Your Knowledge
Test Your Knowledge 1.
Preventive Maintenance is based on time time, performance performance, and condition condition of the technical object. Fill in the blanks to complete the sentence.
Time-based Preventive Maintenance plans are triggered after a specific period of time has elapsed.
Internal
Only
2.
Determine whether this statement is true or false.
Partner
What are the possible assignments for operations?
4.
Maintenance Task Lists can be used to standardize recurring activities.
Use
3.
SAP
True False
Use
The packages for a strategy can have different cycle units, such as month, year, but they must always have the same dimension, such as time. Determine whether this statement is true or false.
True False 6.
Maintenance item consists of planning data, reference object, and task lists. Determine whether this statement is true or false.
True False
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Internal
5.
Partner
True False
SAP
Determine whether this statement is true or false.
Test Your Knowledge
7.
PLM300
Planned dates define the date from which the calculation of the cycle start date begins. Determine whether this statement is true or false.
True False Scheduling Scheduling allows you to define start dates for maintenance orders.
Internal
Only
8.
Use
Partner
Fill in the blanks to complete the sentence.
SAP
SAP Only
Internal
Use
Partner
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2003/Q2
PLM300
Test Your Knowledge
Answers 1.
Preventive Maintenance is based on time, performance, and condition of the technical object. Answer: time, performance, condition Time-based Preventive Maintenance plans are triggered after a specific period of time has elapsed. Answer: True
3.
What are the possible assignments for operations? Answer: Time, components, work center, and a series of other parameters like the production resources.
SAP
Maintenance Task Lists can be used to standardize recurring activities. Answer: True
Use
The packages for a strategy can have different cycle units, such as month, year, but they must always have the same dimension, such as time. Answer: True The packages for a strategy can have different cycle units, for example, month, year, but they must always have the same dimension, such as time.
6.
Maintenance item consists of planning data, reference object, and task lists. Answer: True Maintenance item consists of planning data, reference object, and task lists.
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Only
Internal
5.
Partner
Maintenance Task Lists can be used to standardize recurring activities.
SAP
4.
Use
Partner
Time-based Preventive Maintenance plans are triggered after a specific period of time has elapsed.
Internal
Only
2.
Test Your Knowledge
7.
PLM300
Planned dates define the date from which the calculation of the cycle start date begins. Answer: True Planned dates define the date from which the calculation of the cycle start date begins. Scheduling allows you to define start dates for maintenance orders.
Internal
Only
8.
Use
Partner
Answer: Scheduling
SAP
SAP Only
Internal
Use
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Unit 8 Internal
Only
Project-Oriented Maintenance Unit Overview
Use
Partner
After completing this unit, you will be able to describe the potential applications of project-oriented maintenance. You will also identify the structure of a maintenance project.
Unit Objectives After completing this unit, you will be able to:
SAP
Unit Contents
Only
Internal
Lesson: Project-Oriented Maintenance Process ............................... 362
Partner
Use
Define Projects Explain the Project-Oriented Maintenance process flow Identify maintenance project structure and the scope of an SAP Project Enterprise
SAP
• • •
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© 2003 SAP AG. All rights reserved.
361
Unit 8: Project-Oriented Maintenance
PLM300
Lesson: Project-Oriented Maintenance Process Lesson Overview
Lesson Objectives After completing this lesson, you will be able to: Define Projects Explain the Project-Oriented Maintenance process flow Identify maintenance project structure and the scope of an SAP Project Enterprise
Business Example
SAP Use
Partner Only
Internal
SAP
Maintenance projects of a company are generally integrated in the internal processes. To carry out an entire project, you need to describe the aims of the project in detail and structure the project task to be performed. The project related maintenance tasks that have been performed are settled to the subprojects. The incurred costs of the orders are forwarded to the Work Breakdown Structure (WBS) element. The budget and the dates are planned and monitored at the level of the WBS element. Scheduling and resource planning are done at the particular maintenance order level.
Use
Partner
• • •
Internal
Only
In this lesson, you will understand the characteristics of a project. You will also learn about the Project-Oriented Maintenance process flow. In addition, you will identify the factors resulting in a Shutdown Project. Finally, you will understand the applicability of the SAP Project Enterprise.
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Lesson: Project-Oriented Maintenance Process
Defining Projects
Use
Partner
Only
Internal
Figure 141: What is a Project?
SAP
• •
Projects are usually integrated into the business flow of a company. To control all the tasks that arise when realizing a project, you need a project-specific organization that should reside between the two departments involved.
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Only
Internal
• •
They are usually complex, unique, and can contain a high level of risk. They focus on precise objectives that were agreed between the sold-to party and the contractor. They are fixed in time and are cost and capacity intensive. They involve several departments that contribute to the project development. They are subject to certain quality requirements. They are often of strategic importance to the company responsible for them.
Partner
Use
• •
SAP
Projects are tasks with particular characteristics:
Unit 8: Project-Oriented Maintenance
PLM300
SAP
SAP
Projects are often subject to conflicts between varying requirements and restrictions. For example, only limited resources are available, or there is a preset cost limit. Projects also pose a high risk for a company, because costs are often high and there is no guarantee that the projects will be completed.
Use
Partner
Only
Internal
Figure 142: Conditions for the Project Work
Only
Internal
Use
Partner
Figure 143: Use of the Project System
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2003/Q2
PLM300
Lesson: Project-Oriented Maintenance Process
The project system, i.e., SAP PS component - part of the mySAP Product Lifecycle Management solution can be used in various areas. Some typical areas where it is implemented are:
Only
Investment projects in Marketing Make-to-order projects in contractor and engineering companies IT projects in Research and Development Projects in the utilities industry Maintenance projects Shutdown projects represent special types of maintenance projects
Internal
• • • • • •
Use
Partner
Project-Oriented Maintenance Process Flow
SAP
SAP
In a company, inspections and repair work requiring a shutdown of the entire asset is performed at regular intervals. These tasks should be planned and monitored in the form of projects. Investment measures should also be represented in the same way. The following steps are involved in the process of Project-Oriented Maintenance:
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Internal
Use
Partner
Figure 144: Project-Oriented Maintenance: Process
Unit 8: Project-Oriented Maintenance
PLM300
Step 1: A project definition and a work breakdown structure composed of Work Breakdown Structure (WBS) elements, are created for the project to be executed. Step 2: To structure the WBS elements, maintenance orders are created and manually or automatically assigned to the WBS elements. This means that the order planning data, for example, planned costs can be condensed to the WBS elements even for the overall project planning, such as assigning a budget on the basis of the total planned costs.
Only
Step 4: When the order is being performed, you can monitor the current situation, such as adherence to schedule, consumption of budget, etc. using the reports from the project information systems.
SAP
Step 6: The central key figures, such as overall costs, materials consumed, and times, can also be evaluated using the reports from the project information system.
SAP
Step 5: After the tasks are complete, the orders receive their time confirmations and are completed technically and, if necessary, settled to the WBS element.
Use
Partner
Step 3: The orders are performed within the framework of the project specifications (for example, cross-checking the planned and actual costs of an order against the budget of the WBS element).
Internal
For scheduling purposes, maintenance orders can also be assigned as subnetworks of networks. The networks are, in turn, assigned to the WBS element.
Only
Internal
Use
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2003/Q2
PLM300
Lesson: Project-Oriented Maintenance Process
Maintenance Project Structure
Use
Partner
Only
Internal
Figure 145: Structure of a Maintenance Project
SAP Use
Projects are set out by a project definition and a Work Breakdown Structure (WBS). The individual sub-steps are depicted as WBS elements. Maintenance orders can be manually or automatically assigned to each WBS element. The WBS element then controls the orders with regard to the basic dates and the budget. The project-oriented maintenance is based on the combined use of the two PLM application components: Program and Project Management and Asset Lifecycle Management. There is also an interface to the external project planning software Primavera, which can also be used together with Asset Lifecycle Management for project-oriented maintenance.
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Only
Internal
Shutdowns, overhauls, modifications, major repairs, and investments.
Partner
In the Plant Maintenance area, this plan usually has the following form:
SAP
A project is a plan with a fixed theme and time, which is executed on a cross-departmental level, represents an innovation and carries a certain risk. You can use projects to plan, control, monitor, and evaluate comprehensive plans. The functions range from the logistics area involving scheduling, materials and work centers to the accounting area containing budgeting, assigning cost centers and updating G/L accounts.
Unit 8: Project-Oriented Maintenance
PLM300
Use
Partner
Only
Internal
Figure 146: Shutdown Project
SAP Use
Rough and detailed planning Project execution Project control Completion
• • • •
Shutdown means a significant production outage for the plant. The main part of a plant’s maintenance costs are incurred during a shutdown. The production losses during a shutdown are the most significant losses during the plant’s production plans. Shutdown tasks must be inspected, monitored, and documented.
The result of this: Increased resources for planning, preparing, and performing a shutdown.
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Only
Internal
The main goal is to ensure that working conditions are safe, alongside reducing time and cost expenditure. A shutdown is indicated by the following characteristics:
Partner
• • •
SAP
You can use Project Management to map a Shutdown Project. The lifecycle of a project is composed of the following phases:
PLM300
Lesson: Project-Oriented Maintenance Process
Lesson Summary You should now be able to: • Define Projects • Explain the Project-Oriented Maintenance process flow • Identify maintenance project structure and the scope of an SAP Project Enterprise
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Only
Internal
SAP
SAP Only
Internal
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369
Unit Summary
PLM300
Unit Summary You should now be able to: • Define Projects • Explain the Project-Oriented Maintenance process flow • Identify maintenance project structure and the scope of an SAP Project Enterprise
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
Continued on next page
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© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Test Your Knowledge
1.
List any three areas where the SAP Project System can be implemented.
2.
Projects are often subject to conflicts between varying requirements and restrictions. Determine whether this statement is true or false.
3.
Shutdown means a significant production outage for the plant.
Use
Partner
True False
Determine whether this statement is true or false.
SAP
True False
SAP
Internal
Only
Test Your Knowledge
Only
Internal
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Test Your Knowledge
PLM300
Answers 1.
List any three areas where the SAP Project System can be implemented. Answer: Projects in the utilities industry, maintenance projects, and investment projects in marketing are areas where the SAP Project System can be implemented.
Only
Projects are often subject to conflicts between varying requirements and restrictions. Answer: True
3.
Use
Partner
Projects are often subject to conflicts between varying requirements and restrictions. Shutdown means a significant production outage for the plant. Answer: True
SAP
Shutdown means a significant production outage for the plant.
SAP
Internal
2.
Only
Internal
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Unit 9 Only
Unit Objectives
Internal
Unit Overview
Partner
Work Clearance Management
In this unit, you will be able to explain the Work Clearance Management concept and describe how WCM is integrated with Plant Maintenance.
Use
After completing this unit, you will be able to:
SAP
Define Work Clearance Management Identify the link between WCM and the plant maintenance process
SAP
• •
Unit Contents
Use
Only
Internal
Partner
Lesson: Explaining Work Clearance Management ............................. 374
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373
Unit 9: Work Clearance Management
PLM300
Lesson: Explaining Work Clearance Management Lesson Overview This lesson will help you define Work Clearance Management (WCM). You will also be able to identify the Work Clearance Document.
Only Partner SAP
•
•
At IDES, a well-defined process must ensure work safety before any maintenance measures are carried out. This process must be easily understandable and available at all times to employees involved in the maintenance process. Work Clearance Management makes this possible. Inspections, repairs, or maintenance work for a technical object might only be carried out when the measures to ensure work safety have been implemented. These safety measures include, for example, lockout/tagout, fire protection, radiation protection.
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Only
Internal
•
Maintenance crews work in a hazardous environment that can include high voltage and radiation exposure. They need to perform maintenance measures when the systems are operational. The operation of a technical system must not be affected under any circumstances. Work-related illnesses require special health and safety measures.
Partner
•
Work Clearance Management is the process by which a company’s technical system can be isolated to create safe conditions for carrying out maintenance tasks, preventive maintenance, and inspection work. WCM puts an emphasis on the tagout/lockout processes.
SAP
WCM and Plant Maintenance
Define Work Clearance Management Identify the link between WCM and the plant maintenance process
Use
Business Example
• •
Internal
After completing this lesson, you will be able to:
Use
Lesson Objectives
PLM300
Lesson: Explaining Work Clearance Management
Work Clearance Management (PM-WCM) enables you to control and monitor these activities. This means you are able to ensure safe and secure working conditions for maintenance employees, observe environmental regulations, and guarantee technical system availability.
SAP
SAP
Use
Partner
Only
Internal
Figure 147: WCM and the Maintenance Process
Use
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Connecting orders to WCM is not absolutely necessary. Work clearance management enables you to carry out safety measures without orders. For example, if it is compulsory to document every change within the asset, you do not require the order for planning or collecting costs.
Partner
You cannot perform the maintenance tasks for WCM-relevant orders until you have released these orders with status “Released for Execution” (EXEC). Setting the tasks to “released” depends on the WCM architecture and whether the valuation was activated.
Internal
Orders are linked to WCM at the order header level.
Unit 9: Work Clearance Management
PLM300
Process Flow of WCM
Use
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Only
Internal
Figure 148: Work Clearance Management: Process (1)
SAP
Step 1: The maintenance planner creates a maintenance order.
Use
Step 4: The work clearance planner (safety engineer) approves the tagging. Step 5: The tagging is performed on-site and valves 1 and 2 are closed and are given tags.
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Internal
Step 3: In the work clearance document, the work clearance planner (safety engineer) records valves 1 and 2 located in the pipe in front of and behind the pump as having the tagging condition closed.
Partner
Step 2: By creating a work clearance application for the order, the maintenance planner requests tagout/lockout for the pump. In other words, the pump must be isolated so that work can be carried out safely.
SAP
Example: A leakage in a feed-water pump at the biological purification pumping plant must be dealt with. The pump must be opened. A maintenance order with WCM could contain the following steps:
PLM300
Lesson: Explaining Work Clearance Management
SAP Use
Step 10: The maintenance planner technically completes the order.
Step 9: Untagging is carried out on-site and valves 1 and 2 are reopened and their tags removed.
Partner
Step 8: The work clearance application is completed and untagging approved.
Internal
Step 7: After the work has been carried out and tagout/lockout is no longer required, the maintenance planner sets the status Work complete for the order. Technical completion is independent of this.
SAP
Step 6: After tagging has been performed, the maintenance planner can release the order from a safety perspective. Business order release takes place independent of this.
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Internal
Figure 149: Work Clearance Management: Process (2)
Only
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Only
Internal
Figure 150: Work Clearance Document
SAP Use Internal
The work clearance document has a header similar to every WCM object. It also has the following screens: Maintenance screen
Only
Switching screen (not for WCD templates)
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Partner
The work clearance document is the only WCM object that also has items apart from the header data. The items specify all the technical objects that are to be processed in connection with a lockout/tagout. The WCD might include equipment, functional locations, technical objects that are not managed in the R/3 structure and comments.
SAP
The work clearance document contains a detailed description of lockout/tagout.
2003/Q2
PLM300
Lesson: Explaining Work Clearance Management
Lesson Summary You should now be able to: • Define Work Clearance Management • Identify the link between WCM and the plant maintenance process
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Unit Summary
PLM300
Unit Summary You should now be able to: • Define Work Clearance Management • Identify the link between WCM and the plant maintenance process
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Internal
SAP
SAP Only
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PLM300
Test Your Knowledge
What is the basis for performing maintenance task for WCM relevant orders?
2.
What defines the process, makes it easily understandable and available at all times to the employees involved in Maintenance Process?
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Test Your Knowledge
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Test Your Knowledge
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Answers 1.
What is the basis for performing maintenance task for WCM relevant orders?
Only
2.
What defines the process, makes it easily understandable and available at all times to the employees involved in Maintenance Process?
Use
Partner
Answer: Work Clearance Management
Internal
Answer: For WCM relevant orders, the maintenance tasks cannot be performed until these tasks have been released (status “Released for Execution ”(EXEC)). Setting the tasks to “released” depends on the WCM architecture and whether the valuation was activated.
SAP
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Unit 10 Unit Overview
Use
Partner
In this unit, you will be able to identify the sections of the maintenance history. You will also check the usage list for a piece of equipment. In addition, you will be able to perform standard analyses. Finally, you will learn how to give an overview on analyses.
Internal
Only
Reports and Analysis
Unit Objectives
Use
Unit Contents Lesson: Maintenance History ..................................................... 384 Lesson: Evaluations based on Logistics Information System................. 389 Exercise 22: Evaluations and Analyses ..................................... 395 Lesson: Evaluations based on Business Information Warehouse............ 400
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Internal
Define Evaluation steps Explain Usage Lists Explain Logistics Information System (LIS) Specify the scope of standard analysis and reports Define Business Information Warehouse Architecture (BW) Explain Business Content Asset Lifecycle Management (ALM)
Partner
• • • • • •
SAP
SAP
After completing this unit, you will be able to:
Unit 10: Reports and Analysis
PLM300
Lesson: Maintenance History Lesson Overview
Internal
Only
In this lesson, you will learn about the evaluation steps used for analyzing Plant Maintenance. You will also understand the scope of Usage Lists and identify the use of material usage lists. In addition, you will learn about the tools involved in analyzing maintenance history.
Lesson Objectives After completing this lesson, you will be able to: Define Evaluation steps Explain Usage Lists
Business Example
SAP
Identifying Maintenance History
SAP
In a company, archiving of completed orders can be done periodically, say once in six months. Then these archived formats can be transferred to the maintenance order history for long time analysis. These historical orders can contain important data in condensed form.
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• •
Only
Internal
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Figure 151: Evaluations: Steps
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PLM300
Lesson: Maintenance History
Evaluations of technical and cost-oriented details should be object-related or area-based. Online updating of data guarantees quick, optimized access to the required characteristics and key figures. System-wide analyses are performed with the Business Information Warehouse (BW). The following steps are involved in Evaluations:
Only
Alternatively, the maintenance manager can also use the BW to perform system-wide evaluations. BW is an R/3 independent system that can compile data from diverse source systems for evaluations.
Use
Partner
Step 2: The maintenance manager performs cost-based and technical evaluations using pre-defined standard analyses or user-defined flexible analyses in the Plant Maintenance Information System (PMIS), which is a part of the LIS (Logistics Information System in R/3).
Internal
Step 1: Master data and movement data are created.
SAP
SAP Only
Internal
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Figure 152: Usage List
A Usage List provides both object-related and location-based information about the usage of equipment.
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It displays the phases during which the equipment was installed at a functional location, assigned directly to a usage site such as a cost center, or stored in a warehouse. In addition, the Usage List displays all the pieces of equipment that have been installed in chronological order.
SAP
SAP
Use
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Only
Internal
Figure 153: Maintenance History
Use Internal
Evaluations can be performed in the corresponding list editing function, where the status Completed must be set each time. Historical orders are generated when completed orders are archived and they form the basis for long-term analyses. They are transferred to the order history. Historical orders contain the most important order data in condensed form. You can perform analyses in the list editing function for the orders, where the status Historical must be set.
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Completed notifications and orders: You can use completed notifications and orders for medium-term evaluations. When complete, a notification is transferred to the notification history whereas an order is transferred to the section for completed orders. The data for completed notifications and orders can be analyzed in full.
Partner
Analyses in maintenance processing are based on completed notifications or orders and historical orders.
PLM300
Lesson: Maintenance History
Partner
Only
Internal Use
Figure 154: Material Usage
You can use the “Material where-used list” function to verify the use of materials in maintenance orders within a specific period of time.
SAP Use
Only
Internal
Partner
The material where-used list also indicates the materials that were planned withdrawals (with reference to a reservation) and those which were unplanned (without reference to a reservation).
SAP
Orders can be chosen according to various selection criteria, such as by order number, order type, and equipment.
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Unit 10: Reports and Analysis
PLM300
Lesson Summary You should now be able to: • Define Evaluation steps • Explain Usage Lists
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PLM300
Lesson: Evaluations based on Logistics Information System
Lesson: Evaluations based on Logistics Information System Lesson Overview
Only
Lesson Objectives • •
Explain Logistics Information System (LIS) Specify the scope of standard analysis and reports
Use
Partner
After completing this lesson, you will be able to:
Business Example
Partner
SAP
Only
Internal
SAP
A company can do standard analysis of its maintenance function using Logistics Information System (LIS). The maintenance information uses key figures to deduct and analyze the existing problem areas. In the LIS, a company can collect, summarize, and evaluate from the plant maintenance obligation. The standard analysis is based on the statistics file of the LIS. A company can specify the periodicity of updating as day wise, week wise, or month wise posting period.
Use
Internal
In this lesson, you will identify the analysis techniques involved in the Logistics Information system (LIS). You will also learn how to organize the information structures in LIS. Next, you will understand the scope of Standard Analysis options. Finally, you will learn how to use Standard Report in Controlling.
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Logistics Information System
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SAP
The Logistics Information Systems (LIS) have a modular structure and have a number of different analysis techniques. The Plant Maintenance Information System (PMIS) is part of the LIS.
Use
Various analyses can be based on the info structures. There is a variety of standard analyses, such as location analysis, damage analysis, cost analysis, and so on, which are also based on the info structures delivered in the standard system. You also have the option of creating your own info structures and your own analyses (flexible analyses).
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Internal
This concentration of the application data takes place in the information structures (info structures).
Partner
The maintenance application data is updated online to the PMIS during its creation. The aim of the update is to condense the amount of data generated in the application into informative, meaningful characteristics and key figures.
SAP
Figure 155: Data Flow in LIS
PLM300
Lesson: Evaluations based on Logistics Information System
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Internal
Figure 156: Information Structures in Logistics
Use Internal
S061 = Location and Planning
•
S062 = Object Class and Manufacturer
•
S063 = Damage Analysis
•
S065 = Object Statistics
•
S115 = Cost Evaluation
•
S116 = Customer analysis
You can use the relevant standard analyses to evaluate data, without having to make additional settings in Customizing.
Partner
•
SAP
SAP
The PMIS contains the following standard information structures:
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PLM300
Information structures are special statistical tables that contain basic data from different applications. This data is constantly collected and updated by the system. Information structures contain three basic elements:
SAP Use
Only
Internal
Key figures are measurements of performance that provide important business information about a characteristic.
Partner
A period unit , periodicity, makes the time reference. Dates are set with reference to this unit, that is, year, month, week, day.
SAP
Characteristics are criteria that you specify to collect information about a particular subject. For example, in Controlling, you normally require information about workshops and materials.
Use
Partner
Figure 157: Organization of Information Structures
Internal
Only
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Lesson: Evaluations based on Logistics Information System
Analysis and Reports
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Internal
Figure 158: Standard Analysis Options
SAP
The information structures provide the database for standard analyses.
Use
Different functions are available at each level, for example, cumulative frequency curves, ABC analyses, correlation, classification, dual classification, and ranking lists. All the results can also be displayed graphically. You can save the data selected for standard analysis as a selection version. Such versions also enable you to define the way you view the data. You can select data in the background at any time. Also, you can access summary information in the information structure and branch to display the master and movement data.
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Internal
The drill-down function allows you to vary the detail of information. You can specify the sequence in which levels of information are displayed or you can follow the standard drill-down sequence.
Partner
You can specify the range of data to be evaluated. In addition, you can also define the key figures or choose them online during the analysis itself
SAP
Standard analyses provide many functions that enable you to find specific information for detailed evaluations.
Unit 10: Reports and Analysis
PLM300
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Figure 159: Standard Report in CO
SAP Use
Only
Internal
Partner
You can still use line item reports for orders or cost centers for evaluation purposes.
SAP
Data that has been accrued and collected in Plant Maintenance, for example, in maintenance orders, can also be analyzed from a cost accounting perspective in Controlling (CO). For example, a CO report on planned/actual variances can be used to analyze maintenance orders.
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PLM300
Lesson: Evaluations based on Logistics Information System
Exercise 22: Evaluations and Analyses Exercise Objectives After completing this exercise, you will be able to: • List the different parts of the maintenance history • Perform standard analyses
Only Partner
Logistics Information System (LIS) can be used for doing the standard analysis of a company’s maintenance function. The maintenance information uses key figures to deduct and analyze the existing problem areas. In the LIS, a company can perform evaluations and analyses of costs, damage, usage times, etc. from the plant maintenance obligation.
1.
Use
Task 1 What are the components of the maintenance history?
SAP
How can you display a list of installation locations for P-1000-N001?
Task 3
Internal
1.
What are the central modules for evaluations and analyses in the Plant Maintenance Information System?
Only
How are these structured?
Task 4 1.
What is a standard analysis? Which standard analyses are available in the Plant Maintenance Information System?
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© 2003 SAP AG. All rights reserved.
Partner
Use
Your pump P-1000-N001 often breaks down. You want to check where this pump has been installed to draw possible conclusions about the frequency of damage.
SAP
Task 2 1.
Internal
Business Example
395
Unit 10: Reports and Analysis
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Task 5 1.
Perform a location analysis for the current fiscal year for the maintenance plant 1000. Which piece of equipment involved the greatest overall costs?
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SAP
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PLM300
Lesson: Evaluations based on Logistics Information System
Solution 22: Evaluations and Analyses Task 1 1.
What are the components of the maintenance history? a)
The components of the maintenance history are: - Completed notifications
Only
- Usage lists
Task 2 Your pump P-1000-N001 often breaks down. You want to check where this pump has been installed to draw possible conclusions about the frequency of damage. How can you display a list of installation locations for P-1000-N001? SAP menu →Logistics →Plant Maintenance →Management of Technical Objects →Equipment → Change
SAP
SAP
a)
Extras →Usage list The list of equipment usage periods is displayed.
Use
What are the central modules for evaluations and analyses in the Plant Maintenance Information System? a)
The central modules for evaluations and analyses are the Plant Maintenance information structures. Information structures form the basis for standard analyses and analyses created by the user. They contain a combination of characteristics (for example, maintenance planning plant, equipment) and key figures (for example, number of orders, total actual costs) with time base. In the standard system, the information structures S061, S062, S063, S065, S115 and S116 are available. Continued on next page Continued on next page
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Internal
How are these structured?
Partner
Task 3 1.
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1.
Internal
- Completed and historical orders
Unit 10: Reports and Analysis
PLM300
Task 4 1.
What is a standard analysis? Which standard analyses are available in the Plant Maintenance Information System? a)
Standard analyses are complete, pre-defined analyses that stop at one of the standard information structures.
Only
Values
Standard analyses
Object Class
Partner
Field name or data type
Manufacturer
Internal
The following standard analyses are available in the standard system:
Location
Use
Planner Group Damage Analysis
SAP
SAP
Object Statistics Breakdown Analysis Cost Analysis
Use
Task 5
Internal
1.
Perform a location analysis for the current fiscal year for the maintenance plant 1000.
Partner
Vehicle Consumption Analysis
Which piece of equipment involved the greatest overall costs? SAP menu → Logistics → Plant Maintenance → Information System → Standard Analyses → Location Enter maintenance plant 1000 Enter analysis period (=current fiscal year) Execute Press “Switch drilldown” button, activate equipment Select Total Act.Costs column and press button Sort ascending
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Only
a)
PLM300
Lesson: Evaluations based on Logistics Information System
Lesson Summary You should now be able to: • Explain Logistics Information System (LIS) • Specify the scope of standard analysis and reports
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SAP
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Lesson: Evaluations based on Business Information Warehouse Lesson Overview This lesson explains the architecture of a Business Information Warehouse. It also provides information on the Asset Lifecycle Management.
Only
Internal
Lesson Objectives After completing this lesson, you will be able to: Define Business Information Warehouse Architecture (BW) Explain Business Content Asset Lifecycle Management (ALM)
Business Example Required report information can be retrieved through the info cubes made in the BW.
SAP
SAP
BW Architecture
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Figure 160: Business Information Warehouse (BW): Architecture
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Lesson: Evaluations based on Business Information Warehouse
The Business Information Warehouse (BW) is an R/3-independent SAP R/3 Enterprise for extracting data from diverse source systems, both SAP and non-SAP R/3 Enterprises. This restructures the data and compiles it into analyses, and presents these accordingly. The heart of this is the SAP BW server, which is pre-configured with the business content for the various core areas of the company.
Only
Use
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The Business Explorer provides companies with flexible reporting and analysis tools for strategic analysis and to support the decision-making processes, such as queries, which include enquiries/analysis.
Internal
Business content refers to pre-configured role- and task-based information models based on consistent metadata. The business content provides a range of information for selected roles in a company, which they need to perform their tasks.
SAP
SAP
In the first step, data is prepared in various source systems and extracted. In the second step, this data is compiled into info cubes in the BW. Info cubes are structures that describe a self-contained dataset of a business area from a reporting perspective. In the third step, queries, such as enquiries and analysis are defined on the basis of the info cubes in the Business Explorer.
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Only
Internal
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Figure 161: BW at a Glance
Unit 10: Reports and Analysis
PLM300
Business Content ALM
Only
SAP Use Internal
Install/Dismantle equipment Notification analysis technical objects Damage analysis notifications Cause analysis notifications Tasks in notification Actions in notifications Maintenance orders Maintenance orders - operations Planned/Actual costs variation
Partner
• • • • • • • • •
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SAP
The Info Cubes for Plant Maintenance and Customer Service are listed in the graphic shown above.
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Only
Internal
Figure 162: Business Content – Info Cubes for Asset Lifecycle Management
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Lesson: Evaluations based on Business Information Warehouse
Lesson Summary You should now be able to: • Define Business Information Warehouse Architecture (BW) • Explain Business Content Asset Lifecycle Management (ALM)
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SAP
SAP Only
Internal
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403
Unit Summary
PLM300
Unit Summary
Only
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Internal
You should now be able to: • Define Evaluation steps • Explain Usage Lists • Explain Logistics Information System (LIS) • Specify the scope of standard analysis and reports • Define Business Information Warehouse Architecture (BW) • Explain Business Content Asset Lifecycle Management (ALM)
SAP
SAP Only
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PLM300
Test Your Knowledge
Test Your Knowledge 1.
The maintenance manager can also use the BW (Business Information Warehouse) to perform system-wide evaluations. Determine whether this statement is true or false.
2.
Internal
Only
True False The usage list displays all the pieces of equipment that have been installed in chronological order. Determine whether this statement is true or false.
3.
Information structures are special statistical tables that contain basic data from different applications. Determine whether this statement is true or false.
SAP
4.
SAP
True False The drill-down function is used for standard analyses.
Use
Partner
Determine whether this statement is true or false.
Internal
True False 5.
Cause analysis notification can be queried for Asset Lifecycle Management.
Only
Determine whether this statement is true or false.
True False 6.
Queries for ALM include installing and dismantling equipment. Determine whether this statement is true or false.
True False
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Use
Partner
True False
405
Test Your Knowledge
PLM300
Answers 1.
The maintenance manager can also use the BW (Business Information Warehouse) to perform system-wide evaluations. Answer: True
Only
2.
The usage list displays all the pieces of equipment that have been installed in chronological order.
The usage list displays all the pieces of equipment that have been installed in chronological order. Information structures are special statistical tables that contain basic data from different applications. Answer: True
4.
Partner
Use
Information structures are special statistical tables that contain basic data from different applications. The drill-down function is used for standard analyses.
Internal
Answer: True The drill-down function is used for standard analyses. Cause analysis notification can be queried for Asset Lifecycle Management.
Only
5.
Answer: True Cause analysis notification can be queried for Asset Lifecycle Management.
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SAP
SAP
3.
Use
Partner
Answer: True
Internal
The maintenance manager can also use the BW (Business Information Warehouse) to perform system-wide evaluations.
2003/Q2
PLM300
Test Your Knowledge
6.
Queries for ALM include installing and dismantling equipment. Answer: True Amongst other things, queries for ALM include installing and dismantling equipment.
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SAP
SAP Only
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407
Course Summary
PLM300
Course Summary You should now be able to: • •
Apply the various business processes of Plant Maintenance effectively Identify Plant Maintenance as an integral part of Product Lifecycle Management
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SAP
SAP Only
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Appendix 1 Plant Maintenance: Solution Manager, Technology, and Transaction Codes
SAP
•
Is SAP’s new technical infrastructure to realize your solution management Is a free-of-charge technical add-on component Is connected to all of the systems and components that you want to manage in your entire solution landscape Should be installed on top of an SAP Web AS 6.10
SAP
• • •
Use
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Internal
Solution Manager: Implementation and Monitoring
Only
Internal
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Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
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Use
•
– On-Site (Consulting), Remote, Self Services Central monitoring platform
•
SAP
•
– Graphical representation Framework and technical infrastructure for service delivery
–
– SAP Service Marketplace Central integration of service and support tools –
Only
•
Service Level Management, System Monitoring, Business Process Monitoring, Central System Administration Central platform for accessing all relevant information from SAP Service Marketplace
SAP Note Assistant, Microsoft NetMeeting, Support Desk,...
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“Living” documentation
SAP
•
Internal
Figure 163: SAP Solution Manager –Architecture
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Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Technology
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Figure 164: R/3 Enterprise
SAP Use Internal
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Only
From a technical perspective, the newest version of mySAP Technology was taken as the foundation for SAP R/3 Enterprise. Specifically, this is WEB AS 6.20. This includes all existing SAP Basis technologies and new features of the SAP Web AS. SAP Web provides a homogeneous infrastructure for both JAVA and ABAP-based applications. It provides integration services and connectivity both to the portal infrastructure and the exchange infrastructure.
Partner
New functional developments covering enterprise-centric business processes, are made in the SAP R/3 Enterprise Extensions, which are encapsulated objects. They are selectively deployable and have their own release cycles.
SAP
SAP R/3 Enterprise Core is the next version after SAP R/3 4.6C. All infrastructure improvements (such as performance optimization) and legally required changes are made in this area. Additional enhancements for R/3 Enterprise in the areas of technology and infrastructure include the package concept, global parametrization with business configuration sets, Unicode compliance, and Accessibility.
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
PLM300
SAP Use
These new features are combined in the Internet Communication Manager (ICM). The ICM enables an SAP Enterprise to communicate with the internet via HTTP, HTTPS, and SMTP.
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Internal
Native Internet SOAP, XML Open integration Web services JAVA and J2EE Webflow Additional security functions New upgrade tools
Partner
• • • • • • • •
SAP
SAP Web Application Server adds the following functionality to the existing R/3 basis:
Use
Partner
Only
Internal
Figure 165: SAP Web Application Server (Web AS)
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Partner
Only
Internal Use
Figure 166: Enterprise Portal
The Enterprise Portal consists of the following three main components:
SAP
The Portal Server provides an environment for the development and administration of portal content (roles, iViews) and for the user administration.
Use
The Knowledge Management platform provides functions for the administration and retrieval of structured and unstructured data.
Internal
The Unification Server allows the integration of heterogeneous systems into a single source of information. The main component of the Unification Server is the Drag and technology. This technology enables the user to drag a visual element (for example, an order kept in an SAP Enterprise) to another visual element (for example, a transport company kept in a non-SAP Enterprise) and thus relate the two elements to each other. The result could be the current status of the order retrieved from a non-SAP Enterprise. The advantage of this technology is that it is easy to use and that the existing system landscape can be used as it is.
SAP
Portal Server
Knowledge Management
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Unification Server
PLM300
The aim of the Exchange Infrastructure is to build business processes across different systems on different platforms. The integration of the various systems (SAP and non-SAP) is based on open standards such as HTTP and XML.
SAP
SAP
The heart of the Exchange Infrastructure is the Integration Engine which links systems using XML-based messages.
Use
Partner
Figure 167: Exchange Infrastructure (XI)
Internal
Only
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Only
Internal
Use
Partner
Continued on next page
414
© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Process Overview with Transaction Codes
Use
Partner
Only
Internal
Figure 168: Technology, Solutions, and mySAP.com (1)
SAP
SAP Only
Internal
Use
Partner
Figure 169: Technology, Solutions, and mySAP.com (2)
Continued on next page
2003/Q2
© 2003 SAP AG. All rights reserved.
415
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
PLM300
Transaction
Menu Path
Display work center
IR03
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Environment → Work Centers → Work Center → Display
IE02
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Equipment → Change
Create equipment
IE01
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Equipment → Create
IE03
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Equipment → Display
IE05
Equipment list editing
Display material BOM
CS03
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Bills of Material → Material BOM → Display
Change functional location
IL02
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Functional Location → Change
IE08
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Equipment → List Editing → Change → Display
Only
Display equipment
Partner
SAP
Change equipment
Use
Menu Path
Internal
Transaction
Continued on next page
416
© 2003 SAP AG. All rights reserved.
SAP
Step
Use
Partner
Step
Internal
Only
MenuPath and Transactions
2003/Q2
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Step
Transaction
Menu Path
Create functional location
IL01
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Functional Location → Create
Display functional location
IL03
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Functional Location → Display
Use
IH01
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Functional Location → Structural Display
Transaction
Menu Path
Display catalog
QS42
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Environment → Catalog → Display
Create order
IW31
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General)
Change order
IW32
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change
Display order
IW33
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Display
Continued on next page
2003/Q2
© 2003 SAP AG. All rights reserved.
417
Only
Step
Partner
Internal
IL06
SAP menu → Logistics → Plant Maintenance → Management of Technical Objects → Functional Location → Change → Display
SAP
SAP
Functional location structural display
IL05
Use
Partner
Functional location list editing
Internal
Only
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Step
Transaction
Order list editing
IW38 IW39 IW40
IW24
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → Create (Special) → Malfunction Report
Create maintenance request
IW26
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → Create (Special) → Maintenance Request
Create activity report
IW25
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → Create (Special) → Activity Report
Change notification
IW22
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → Change
Only SAP
Create malfunction report
Continued on next page
418
© 2003 SAP AG. All rights reserved.
2003/Q2
Only
Menu Path
Partner
Transaction
SAP
Step
Use
Partner
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Order List → Change → Display → Display (Multi-Level)
Internal
Use
Menu Path
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Overall Completion Confirmation
Overall Completion ConfirmationIW42
Internal
PLM300
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Step
Transaction
Menu Path
Display notification
IW23
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → Display
Notification list editing
IW28
Only
IW68
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → List of Items → Change
Create order
IW31
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General)
Change order
IW32
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change
Display order
IW33
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Display
Internal
Use
SAP
Notification - list of items
Continued on next page
2003/Q2
© 2003 SAP AG. All rights reserved.
419
Only
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → List of Activities → Change
Partner
IW64
SAP
Notification - list of activities
Use
Partner
IW30
Internal
IW29
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Notification → List Editing → Change → Display → Display (Multi-Level)
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Step
Transaction
Order list editing
IW38 IW39
Partner SAP
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Overall Completion Confirmation
Time confirmation – individual entry
IW41
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Individual Time Confirmation
Time confirmation – collective entry with selection
IW48
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Collective Time Confirmation → With Selection
Time confirmation – collective confirmation without selection
IW44
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Entry → Collective Time Confirmation → Without Selection
Continued on next page
420
© 2003 SAP AG. All rights reserved.
2003/Q2
Only
IW42
Partner
Overall Completion Confirmation
SAP
Use
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → List Editing → Change → Display → Display (Multi-Level)
Use
Internal
Menu Path
Internal
Only
IW40
PLM300
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Partner
Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known
Enter services
ML81
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Services
Display material
MM03
SAP menu → Logistics → Plant Maintenance → Technical Objects → Material → Display
Goods movement
MB11orMIGO
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Goods Movement
Goods receipt
MB31 or MIGO
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Goods Receipt
Step
Transaction
Menu Path
Display material
MM03
SAP menu → Logistics → Plant Maintenance → Technical Objects → Material → Display
Internal
Use
SAP
ME21 / ME21N
Continued on next page
2003/Q2
© 2003 SAP AG. All rights reserved.
421
Only
Create purchase order
Partner
Menu Path
SAP
Transaction
Use
Step
Internal
Only
Materials Management / Purchasing
Transaction
Menu Path
Create refurbishment order
IW81
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General)
Change order
IW32
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change
Display order
IW33
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Display
IW38 IW39
Step
Transaction
Menu Path
Display equipment plan
IA03
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Work Scheduling → Task Lists → For Equipment → Display
Use
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Goods Movement → Refurbishment → Goods Receipt
Continued on next page
422
© 2003 SAP AG. All rights reserved.
2003/Q2
Only
IW8W
Partner
Refurbishment goods receipt
SAP
SAP
IW40
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → Order → List Editing → Change → Display → Display (Multi-Level)
Use
Partner
Step
Order list editing
Internal
PLM300
Internal
Only
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Partner
Menu Path
Display general maintenance task list
IA07
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Work Scheduling → Task Lists → General Maintenance Task Lists → Display
Display functional location plan
IA13
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Work Scheduling → Task Lists → For Functional Location → Display
Create single cycle plan
IP41
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Plans → Create → Single Cycle Plan
Create strategy plan
IP42
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Plans → Create → Strategy Plan
Only
Internal
Partner
Use
Transaction
SAP
Step
Use
SAP
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Internal
Only
PLM300
Continued on next page
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423
Partner SAP
IP02
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Plans → Change
Display maintenance plan
IP03
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Plans → Display
Schedule maintenance plan
IP10
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Scheduling for Maintenance Plans → Schedule
Deadline monitoring for maintenance plan
IP30
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Scheduling for Maintenance Plans → Deadline Monitoring
Change maintenance strategy
IP11
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Strategies → Change
Use
Change maintenance plan
Continued on next page
424
© 2003 SAP AG. All rights reserved.
2003/Q2
Only
Menu Path
Partner
Transaction
SAP
Step
Use
Internal
PLM300
Internal
Only
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Scheduling for Maintenance Plans → Scheduling Overview → Graphical
Maintenance schedule overview list
IP24
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Scheduling for Maintenance Plans → Scheduling Overview → List
Step
Transaction
Menu Path
Display work breakdown structure
CJ03
SAP menu → Logistics → Project System → Project → Special Maintenance Functions → Work Breakdown Structure (WBS) → Display
Structure overview of the project
CN41
SAP menu → Logistics → Project System → Information System → Structures → Structure Overview
Partner SAP Use Internal
Continued on next page
2003/Q2
© 2003 SAP AG. All rights reserved.
425
Only
IP19
Partner
Graphic maintenance schedule overview
SAP
SAP menu → Logistics → Plant Maintenance → Preventive Maintenance → Maintenance Planning → Maintenance Strategies → Display
Use
IP12
Internal
Display maintenance strategy
Only
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Step
Transaction
Only
Step
Transaction
Menu Path
Material where-used list
IW13
SAP menu → Logistics → Plant Maintenance → Maintenance Processing → History → Material Where-Used List
MCI1 MCI2 MCI3 MCI5 MCI6
Use
MCI8
Data Sheet for the Exercise: Organizational Structures in Plant Maintenance System Description
Training System
IDES
General Controlling area
1000
1000
Company code
1000
1000
Plant
1000
1000
Continued on next page
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© 2003 SAP AG. All rights reserved.
2003/Q2
Only
Internal
MCIZ
Partner
MCI7
SAP
MCI4
SAP menu → Logistics → Plant Maintenance → Information System → Standard Analyses → Object Class → Manufacturer → Location → Planner Group → Damage Analysis → Object Statistics → Breakdown Analysis → Cost analysis → Vehicle Consumption Analysis
Use
Standard analyses → Object Class → Manufacturer → Location → Planner Group → Damage Analysis → Object Statistics → Breakdown Analysis → Cost analysis → Vehicle consumption analysis
Internal
Partner
Menu Path SAP menu → Logistics → Plant Maintenance → Work Clearance Management
Work Clearance Management
SAP
PLM300
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Description
Training System
IDES
Storage location
0001
0001
Purchasing organization
1000
1000
G/L account
417000
417000
Vendors
1000, 1101, 1102 SRV-1
1000
Only Partner SAP
P-1000-N001
Equipment with synchronization Serial number and material/construction type synchronous
TEX-##
-
Inspection equipment
10003540, 10003541
10003540, 10003541
Equipment with equipment BOM
T-SM0100 T-SM0120
Configurable equipment
P-6000-N001
P-6000-N001
Functional Locations
C1
C1
SAP
Use
TEQ-##
## (*)
SERV-PRO-RZ-##
Partner
Equipment
Use
Internal
Technical Objects
Operating hours counter for FL → C1-M01-2, C1-M01-3, C1-M02-2, C1-M02-3
Created during course
Status profile for equipment
PMSTAT
Only
Internal
SERV-PRO-RZ-##
Materials and Bills of Material
Continued on next page
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427
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Description Materials:
IDES P-2001
T-FP2##
P-2002
T-FP3##
P-2003
T-FP400
-
T-FP9##
P-2009
P-2001
P-2001
PM1
PM1
PM2
-
Configurable material
P-6000
P-6000
Bill of material for material P-6000
P-6000
P-6000
Pump with serial number - standard price for batch
Internal
T-FP1##
Pump without serial number - standard price for batch
Only
Training System
PLM300
Pump with serial number - moving average price for batch
Partner
Use
Material with serial profile PM2 (equipment/serial number synchronous)
SAP
Material with condition-based valuation
SAP
Pump without serial number - moving average price for batch
Use
Serial number profile
Internal
(stock check = 1 → warning)
Partner
(standard price valuation)
Only
Equipment/Serial number synchronous
Continued on next page
428
© 2003 SAP AG. All rights reserved.
2003/Q2
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Description
Training System
Partner
T-SM0100 T-SM0120
SAP Use
100-400
DG-1000
DG-1000
100-600
100-600
100-431
100-431
KR117185
KR117185
WL-1000
WL-1000
G-1000
G-1000
M-1000
M-1000
DPC9021
DPC9021
C-1112
C-1112
R-1120
R-1120
R-1131
R-1131
R-1160
R-1160
INSPECTION_SERVICE
Partner
Configurable material (service)
100-400
SAP
(plant 1200, link 4)
100-100
Use
Materials for equipment BOM
100-00
Internal
Only
Materials for material BOM P-1000 (plant 1000, link 4)
IDES
Work centers
Internal
Work centers
T-ME##
Mechanics
T-EL##
Electrics
T-EX##
Only
Task lists and Maintenance Planning Task lists
PUMP_WTG PUMP_REP MM-CALIB
PUMP_WTG PUMP_REP MM-CALIB
Profile
0000001
0000001
Maintenance plans Service procurement PM/QM link
50 600000000000 51, 52
50 600000000000 51, 52
Continued on next page
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Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Partner
Training System
IDES
Performance-based maintenance strategy
DFL
DFL
Cycle set
ZS
ZS
Configurable general task list for WPL in connection with configurable equipment
PUMP_WTG 6
PUMP_WTG 6 (old status)
Maintenance plan with configurable equipment and configurable general task list
Maintenance plan 80
Internal
Only
Description
PLM300
SAP
100131, 100132
100131, 100132
Order type for generating inspection lot
PM06
PM06
Control key for internal processing of service
PM05
PM05
Standard text keys
PM00001 - PM00008
PM00001 - PM00008
Settlement profile for refurbishment (for order type PM04)
PM_AWA
Order type for investment orders
PM07
Service masters for internal service processing (control key PM05)
100020, 100021
Only
Cost centers and activity types
Continued on next page
430
© 2003 SAP AG. All rights reserved.
Partner
Use
Service masters
SAP
Internal
Use
Notification and order processing
2003/Q2
PLM300
Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Description
Training System
Cost centers Installation of technical systems External company
4300
4300
4110
4110
4350
4350
1410 (rep. hrs)
1410 (rep. hrs)
1610 (external hrs)
1610 (external hrs)
Internal
Only
Activity types
IDES
Allocation cost element for activity type 1610
SAP
4600000024
4600000024
Framework order for services
4500006496
4500006496
SAP
Outline agreement Pipe laying work (vendor 1101)
Use
Partner
Outline agreements / framework orders
Service
Use Internal
Configurable material (service)
INSPECTION_SERVICE
Sold-to party
1171
Partner
Maintenance contract
Classes CL_P600
Only
Variant class (used in CL_P600 configurable equipment and configurable general task list) Project and investment program Project
I/5001
I/5001
Continued on next page
2003/Q2
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Appendix 1: Plant Maintenance: Solution Manager, Technology, and Transaction Codes
Plant Maintenance project profile
PM00001
PM00001
Investment program
PM-INV
PM-INV
PLM300
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
Continued on next page
432
© 2003 SAP AG. All rights reserved.
2003/Q2
Index A
Only SAP Use Internal
2003/Q2
Enterprise Buyer Professional (EBP), 154 Equipment, 78 Equipment Installation, 81 Equipment Master Record, 79 Equipment Usage List, 82 Evaluations, 385 External operation delivery delivered (EODL), 234 External operation partially delivered (EOPD), 234 External Services, 230
F Favorites list, 5 Functional Location Structure, 69 Functional Locations, 64
Only
Catalogs, 135 Checkboxes, 6 client, 2 client system, 2 Command field, 6 Confirm Orders, 237 Controlling (CO), 394 Corrective Maintenance Cycle, 176 Corrective Maintenance Process, 128 Cost Analysis, 157
E
G Glossary, 11
H Header Level, 375 Help menu, 11
© 2003 SAP AG. All rights reserved.
Partner
C
Data Scheduling, 323 Delta Printing, 183 Direct Catalog Access, 155 Dismantling Equipment, 81
SAP
Billing Document, 239 Bills of Materials (BOM), 90 BOM Types, 90 Breakdown Maintenance Orders, 105 Breakdown Maintenance Process, 103 Business content, 401 Business Explorer, 401 Business Information Warehouse (BW), 401 (Business Information Warehouse) BW, 401
D
Use
Partner
B
Cost Update, 245 Cross-plant planning, 42 Customizing, 47
Internal
ABAP List Viewer, 138 Address Management, 156 Application toolbar, 6 Asset Lifecycle Management (ALM), 34 Average Price, 283
433
Index
PLM300
I
Only Partner
Keyboard Shortcuts, 11
L
SAP Use Internal
434
© 2003 SAP AG. All rights reserved.
O Object List, 151 Online help, 11 Online Mobile Solutions, 263 Operation List, 324 Operations, 150 Order Execution, 196 Order History, 386 Order Printing, 181 Order Release, 181 Order Scheduling, 176 Order Selection, 179
2003/Q2
Only
Maintenance BOM, 91 Maintenance History, 385 Maintenance Item, 323 Maintenance Notification, 105 Maintenance Order Creation, 148 Maintenance Order Elements, 149 Maintenance Order Planning, 147 Maintenance Package, 327 Maintenance Plan Scheduling, 345 Maintenance Plants, 41 Maintenance Processing Instruments, 106
Non-Stock Material, 153 Notification History, 386 Notification Objects, 133 Notification Selection, 137 Notification Structure, 132 Notifications Creation, 131
Partner
M
N
SAP
Log Onto SAP R/3 Enterprise, 2 Logistics Information Systems (LIS), 390
Use
K
Maintenance Project Structure, 367 Maintenance Schedule List, 347 Maintenance Strategy, 328 Maintenance Task Lists, 317 Maintenance Types, 33 Maintenance Work Centers, 43 Master Record, 68 Material Availability List, 178 Material BOM, 92 Material Master, 280 Material Valuation, 282 Material where-used list, 387 Material Withdrawal, 197 Menu bar, 6 Mobile Engine, 264 Model Service Specifications, 241 Multi-level Order Lists, 180
Internal
Implementation Guide (IMG), 46 Individual Entry Function, 118 Individual Purchase Process, 232 Info Cubes for Asset Lifecycle Management, 402 Info Cubes for Plant Maintenance, 402 Information structures, 392 Input options, 7 Invoice Verification, 235
PLM300
Index
Organizational Structures, 41 Organizational Units, 40 Outsourcing, 231
P
Only Partner SAP Use Internal
2003/Q2
V Valuation Category, 280 Valuation Type, 280
© 2003 SAP AG. All rights reserved.
435
Only
SAP Easy Access, 4 SAP Graphical User Interface (SAP GUI), 54 SAP Help Portal, 12 SAP Library, 12
Usage List, 385 User-Specific Personalization, 19
Partner
S
U
SAP
Radio buttons, 6 Refurbishment order, 284 Refurbishment Process, 279 Resource Planning, 177 Role, 5 Role-Based User Menu, 5
Tab page, 6 Task List Structure, 318 Technical Completion, 118 Technical Objects, 64 Technically Completed (TECO), 118 Time Confirmations, 118 Time-based Strategy Plan, 326 Title bar, 6 Transaction code, 7
Use
R
T
Internal
Parameter ID, 19 Personal Default Values, 19 Planned Cycle Date, 346 Plant Maintenance (PM) Component, 40 Plant Maintenance Information System (PMIS), 390 Plant-specific planning, 42 (PM-WCM), 374 Preventive Maintenance Process, 313 Preventive Maintenance Types, 313 Product Lifecycle Management (PLM), 34 Project Definition, 367 Project Plan, 367 Project-Oriented Maintenance, 367 Purchase Order, 232 Purchase Requisition, 243 Put in Process, 107
SAP Logon program, 4 SAP Portals, 54 SAP R/3 Enterprise Screen Elements, 6 SAP R/3 Interface, 2 SAP Solutions, 34 search_sap_menu, 7 Service Entry Sheet, 244 Service Items, 242 Service Master Record, 240 Service Procurement, 240 Shutdown Project, 368 Single Cycle Plan, 323 Standard analyses, 393 Standard Report in CO, 394 Standard toolbar, 6 Standing Orders, 237 Status bar, 6 Stock, 285 Stock Material, 152 Structure Indicator, 67
Index
PLM300
W WBS Elements, 367 WCM Relevant Orders, 375 Wireless Applications, 263 Work Breakdown Structure (WBS), 367 Work Clearance Document, 378
Work Clearance Management, 374 Work Clearance Management: Process, 376–377
Use
Partner
Only
Internal
SAP
SAP Only
Internal
Use
Partner
436
© 2003 SAP AG. All rights reserved.
2003/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
2003/Q2
© 2003 SAP AG. All rights reserved.
437
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