SAP Enterprise Asset Management (EAM)

Transcription

1 UNIT 12 SAP Enterprise Asset Management (EAM) Lesson 1 Processing Business Steps in SAP EAM 787 Lesson 2 Describing Master Data Used in SAP EAM 789 Exercise 74: Display a Functional Location Structure 793 Exercise 75: Create an Equipment Master Record 801 Exercise 76: Display an Asset Master Record 807 Lesson 3 Creating Notifications 817 Exercise 77: Create a Notification 821 Lesson 4 Processing Maintenance Orders 825 Exercise 78: Create a Maintenance Order 833 Exercise 79: Plan a Maintenance Order 837 Exercise 80: Release a Maintenance Order 843 Lesson 5 Executing Maintenance Orders 847 Exercise 81: Confirm Time for Maintenance Order and Goods Issue Posting 855 Exercise 82: Technically Complete a Maintenance Order 859 Lesson 6 Processing Period-End Closing Activities 863 Exercise 83: Perform Period-End Closing Activities 865 Copyright. All rights reserved. 785

2 Unit 12: SAP Enterprise Asset Management (EAM) UNIT OBJECTIVES Process business steps in SAP EAM Describe functional locations Describe equipments Describe integration with Asset Accounting (FI-AA) Describe serial numbers Describe other master data used in SAP EAM Create notifications Process maintenance orders Execute maintenance orders Process period-end closing activities 786 Copyright. All rights reserved.

3 Unit 12 Lesson Processing Business Steps in SAP EAM LESSON OBJECTIVES After completing this lesson, you will be able to: Process business steps in SAP EAM Process Business Steps in EAM Figure 349: Corrective Maintenance Process The corrective maintenance process is divided into the following phases: 1. Notification In the notification phase, malfunctions and other requirements are recorded in a notification. Notifications can be accessed and processed through a list. Copyright. All rights reserved. 787

4 Unit 12: SAP Enterprise Asset Management (EAM) 2. Planning In the planning phase, orders are created and planned based on the reported requirements. Planning encompasses the steps to be performed, the material required, and any utilities that may be necessary, such as measurement devices and cranes. 3. Control In the control phase, the order runs through checks, such as material availability checks and capacity planning, which are important for the release of the order. If no problems arise during these checks, the order is put in process. The shop papers are printed at this point. 4. Execution In the execution phase, the order is executed. The required material for the order is withdrawn. Even material that has not been planned and, therefore, not reserved by the order can be withdrawn for the order. 5. Completion In the completion phase, partial steps are executed. Examples of partial steps include time confirmation, technical confirmation, and technical completion. The settlement of the order by Controlling (CO) can be performed before or after the technical completion. With SAP workflows, you can control this five-phase business procedure and partly automate it. LESSON SUMMARY You should now be able to: Process business steps in SAP EAM 788 Copyright. All rights reserved.

5 Unit 12 Lesson Describing Master Data Used in SAP EAM LESSON OBJECTIVES After completing this lesson, you will be able to: Describe functional locations Describe equipments Describe integration with Asset Accounting (FI-AA) Describe serial numbers Describe other master data used in SAP EAM Functional Locations Figure 350: Functional Location Copyright. All rights reserved. 789

6 Unit 12: SAP Enterprise Asset Management (EAM) Functional locations are elements of a technical structure (for example, functional units within a system). You create functional locations hierarchically and they can be structured based on functional, process-related, or spatial criteria. When you give learners an example of when you would create a functional location master record, use the criteria for equipment master record. Functional locations are hierarchically ordered structures that represent a technical system, building, or part thereof. You can structure a functional location according to the following criteria: Spatial (such as building 1 and building 2) Technical (such as press frame and press hydraulics) Functional or process-oriented (such as polymerization and condensation) The aim of creating a functional location is to structure a technical system or building into units that are relevant to plant maintenance. In creating a functional location, the functional location often takes on the function of the location where individual objects (engines, gearboxes, pumps, and so on) can be installed. In such cases, it is possible to view removal and installation locations from the point of view of the installation location and also from the point of view of the individual installation or removal object. Functional Location Criteria You should use functional locations to structure your systems in the following conditions: You want to represent the structures of the technical systems in your company according to functional criteria. You need to perform and record maintenance tasks for certain parts of your technical system. You need to store technical data for certain parts of your technical system and evaluate this data over a long period of time. You want to monitor the cost of maintenance tasks for certain parts of your technical system. You want to analyze the effects of the usage conditions on the likelihood of damage to the installed equipment. 790 Copyright. All rights reserved.

7 Lesson: Describing Master Data Used in SAP EAM Master Record for Functional Location Figure 351: Master Record for Functional Location The master record for the functional location uses the following views: General (such as classification, object type, reference data, or manufacturer data) Location (such as location data, or address) Organization (for example, account assignment such as company code and cost center, or organizational responsibility, such as maintenance planning plant) Structure (such as structure indicator, higher-level functional location, or equipment) Copyright. All rights reserved. 791

8 Unit 12: SAP Enterprise Asset Management (EAM) Example of Functional Location Structure Figure 352: Example of Functional Location Structure The identification for functional locations is created using the structure indicator. The structure indicator consists of the following input fields: Coding template A coding template is used to control the characters that may be used for identification (letters, numbers, or both) and how these characters are grouped or split. Hierarchy levels The hierarchy levels are used to define which level ends at which character, as well as the number of hierarchy levels the structure may contain. A functional location can be identified using a maximum of 40 characters, which is the maximum length of the coding template. 792 Copyright. All rights reserved.

9 Unit 12 Exercise Display a Functional Location Structure Business Example You want to create a functional location structure for your production plant B##. You need to check whether there is a functional location structure available (B00) that you can use as a copying template. Afterwards you adjust your structure and create a new functional location for the new machine that you bought for production. You need to create a new functional location for the Production line TS410-##. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. This exercise requires the Cost Center, PROD-##, created in the exercise, Create Cost Centers. Display a Functional Location Structure You want to see whether there is a functional location available in your production plant, B00, that you can use as a template for your production plant. 1. Check the functional location structure B00. You need to log on to the back-end system. 2. Use the functional location B00 as a template to create your own structure B##. Use GUIbased transactions for this exercise. Use the following information to create the template: Field Value Structure Indicator FunctLocCategory Functional Location New Functional Loc Structure STR01 M B00 B## For the new description, use Bicycle Ltd. GR##. Create a Functional Location After you created your structure of the Production plant, B##, you need to create a new functional location for the Production Line. 1. Create a new functional location, B## ## for the Production Line TS410-##. Use the following data: Copyright. All rights reserved. 793

10 Unit 12: SAP Enterprise Asset Management (EAM) Field Functional Location Struct. Indicator Description Cost Center Value B## ## STR01 Production Line TS410-## PROD-## (Created in the earlier exercise, Create Cost Centers) 794 Copyright. All rights reserved.

11 Unit 12 Solution Display a Functional Location Structure Business Example You want to create a functional location structure for your production plant B##. You need to check whether there is a functional location structure available (B00) that you can use as a copying template. Afterwards you adjust your structure and create a new functional location for the new machine that you bought for production. You need to create a new functional location for the Production line TS410-##. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. This exercise requires the Cost Center, PROD-##, created in the exercise, Create Cost Centers. Display a Functional Location Structure You want to see whether there is a functional location available in your production plant, B00, that you can use as a template for your production plant. 1. Check the functional location structure B00. You need to log on to the back-end system. a) On the SAP Easy Access Screen, choose Logisitics Plant Maintenance Management of technical objects Functional Locations Structural Display. Alternatively, use transaction code IH01. b) On the Initial screen of Functional Location Structure: Selection, in the Functional Location field, enter B00. c) Choose Execute. d) In the structure list, choose the Expand Whole button. The functional location B00 is a structure of a production plant for bicycles. This can be used as a coping template for the next task. e) Go back to the SAP Easy Access Menu. 2. Use the functional location B00 as a template to create your own structure B##. Use GUIbased transactions for this exercise. Use the following information to create the template: Field Value Structure Indicator FunctLocCategory STR01 M Copyright. All rights reserved. 795

12 Unit 12: SAP Enterprise Asset Management (EAM) Field Functional Location New Functional Loc Structure Value B00 B## For the new description, use Bicycle Ltd. GR##. a) Choose Logisitics Plant Maintenance Management of Technical objects Functional Locations List editing Create. Alternatively, use transaction code IL04. b) On the Initial screen of Create Functional List Entry, enter the following data: Use the following information to create the template: Field Value Structure Indicator FunctLocCategory STR01 M c) Press Enter. d) Choose the Copy Reference button. e) In the following Window, in the Functional Location field, enter B00, and, in the New Functional Loc Structure field, enter B##. f) Press Enter. g) Change the description for the Highest Level Functional Location to Bicycle Ltd. GR##. h) Save your entries. Create a Functional Location After you created your structure of the Production plant, B##, you need to create a new functional location for the Production Line. 1. Create a new functional location, B## ## for the Production Line TS410-##. Use the following data: Field Value Functional Location Struct. Indicator Description Cost Center B## ## STR01 Production Line TS410-## PROD-## (Created in the earlier exercise, Create Cost Centers) 796 Copyright. All rights reserved.

13 Lesson: Describing Master Data Used in SAP EAM a) Choose Logisitics Plant Maintenance Management of technical objects Functional Locations Create. Alternatively, use transaction code IL01. b) On the Initial screen of Create Functional Location, enter the following data: Field Functional Location Struct. Indicator Value B## ## STR01 c) Press Enter. d) On the Create Functional Location: Mater Data screen, in the General tab, enter Production Line TS410-## for the description. e) in the Organization tab, enter Cost Center PROD-##. f) Save the functional location. Copyright. All rights reserved. 797

14 Unit 12: SAP Enterprise Asset Management (EAM) Describe Equipments Figure 353: Equipment As with functional locations, use the criteria for equipment master record to discuss further when you would create an equipment master record. A piece of equipment is an individual physical object that is to be maintained as an autonomous unit. Pieces of equipment usually represent single objects, such as pumps, motors, and vehicles, for which you need to perform and record maintenance tasks. Examples of single objects are as follows: Means of production Means of transport Test equipment Production resources or tools Customer devices Building or property Systems or system parts Vehicles You can install equipment at functional locations. You can link a piece of equipment with a material (if you want to create a piece of equipment using MM, you can create a material with serial number) so that inventory will be in place. 798 Copyright. All rights reserved.

15 Lesson: Describing Master Data Used in SAP EAM Criteria for Equipment Master Record You should always create an equipment master record for a technical object in the following situations: You need to manage individual data for an object. You require breakdown, planned, or preventive maintenance tasks for an object and need to record them. You need to collect and evaluate technical data for an object over a long period of time. You need to monitor the costs of maintenance tasks for an object. You need to record the usage time of an object at functional locations. Views of Equipment Master Record Figure 354: Equipment Master Record An equipment master record uses the following views in the standard system: General (for example, class, object type, reference data, manufacturer data, and so on) Location (for example, location data, address, and so on) Organization (for example, account assignment such as company code and cost center, responsibilities such as maintenance planning plant, and so on) Structure (for example, structure indicator, higher-level functional location, equipment, and so on) Additional data, or links in the master record for the equipment, can also be activated as tab pages or called up using a button. Copyright. All rights reserved. 799

16 Unit 12: SAP Enterprise Asset Management (EAM) You can use the time-based data to monitor a piece of equipment dynamically, tracking changes to that equipment over a specific period of time. If your system is customized accordingly, it creates a new time segment automatically whenever certain changes are made in the master record. The time segment describes the equipment usage. 800 Copyright. All rights reserved.

17 Unit 12 Exercise Create an Equipment Master Record Business Example You have ordered a new machine for production. The machine has already arrived and you need to create an equipment master record for that. The new equipment will be included in the functional location for your Production Line TS410-##. Additionally there is an asset needed. You want to check the interface between EAM and FI asset accounting. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you 1. Create an equipment master record for the new machine assign it in your production line TS410-##. Use the following data: Field Value Equipment Category Description M Production Line TS410-## Object Type 2000 Acquisition value ,-- Acquisition date Today Maintenance Plant 1010 Work Center Cost Center T-A## PROD-## Planer Group 100 Maintenance Work Center Functional Location MECH-00 B## ## 2. Review the Equipment master record. For the Equipment, use your Equipment number. Record the asset number. Asset number: Copyright. All rights reserved. 801

18 Unit 12 Solution Create an Equipment Master Record Business Example You have ordered a new machine for production. The machine has already arrived and you need to create an equipment master record for that. The new equipment will be included in the functional location for your Production Line TS410-##. Additionally there is an asset needed. You want to check the interface between EAM and FI asset accounting. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you 1. Create an equipment master record for the new machine assign it in your production line TS410-##. Use the following data: Field Value Equipment Category Description M Production Line TS410-## Object Type 2000 Acquisition value ,-- Acquisition date Today Maintenance Plant 1010 Work Center Cost Center T-A## PROD-## Planer Group 100 Maintenance Work Center Functional Location MECH-00 B## ## a) On the SAP Easy Access screen, choose Logistics Plant Maintenance Management of Technical Objects Equipment Create (General). Alternatively, use transaction code IE Copyright. All rights reserved.

19 Lesson: Describing Master Data Used in SAP EAM b) On the Create Equipment: Initial screen, in the Equipment Category field, enter M. c) Press Enter. d) On the General Data tab, enter the following information: Field Description Value Production Line TS410-## Object Type 2000 Acquisition value ,-- e) Choose the Location tab and enter the following information: Field Value Maint. Plant 1010 Work Center T-A## f) Choose the Organization tab and enter the following information: Field Cost Center Value PROD-## Planer Group 100 Maintenance Work Center MECH-00 g) Choose the Structure tab. h) Choose the Change InstLoc icon. i) In the following window, in the Functional Location field, enter B## ##. j) Press Enter. k) Save the equipment. 2. Review the Equipment master record. For the Equipment, use your Equipment number. a) On the SAP Easy Access screen, choose Logistics Plant Maintenance Management of Technical Objects Equipment Display. Alternatively, use transaction code IE03. b) On the Initial screen of Display Equipment: Order, in the Equipment field, enter your Equipment number. c) Press Enter. d) On the Organization tab, identify the asset number and write it down. Note that the Asset number varies, depending on the creation. Copyright. All rights reserved. 803

20 Unit 12: SAP Enterprise Asset Management (EAM) e) Go back to the SAP Easy Access screen. Record the asset number. Asset number: 804 Copyright. All rights reserved.

21 Lesson: Describing Master Data Used in SAP EAM Describe the Integration with FI-AA Figure 355: Internal Orders, Fixed Assets, and Enterprise Asset Management An internal order can be used to collect costs for different classes of assets. During internal order settlement, the system transfers the costs from the internal order to the asset master record. At final settlement, these costs represent the acquisition value of the assets. Based on configuration settings, when a user creates and saves a fixed asset record, an equipment record can be created in SAP Enterprise Asset Management (SAP EAM). Any subsequent changes to either master record can be synchronized between the two records. Copyright. All rights reserved. 805

22 Unit 12: SAP Enterprise Asset Management (EAM) Assets and Equipment Figure 356: Assets and Equipment Master Records The previous method for assigning equipment to an asset was to enter the asset number in the relevant master record; this functionality still exists. Several pieces of equipment can be assigned to an asset, but a piece of equipment can belong only to one asset. You can ensure integration between Asset Accounting (FI-AA) and Plant Maintenance (PM) by synchronously creating or changing equipment and asset. You can set up the system to automatically create an equipment master record whenever you create an asset master record. In this case, the system copies the values of certain master data fields, such as the Company Code and the Inventory Number. If you change master data in the asset at a later point in time, the system then automatically updates the fields in the equipment master record and the other way around. You can also set up a workflow that informs someone (the person responsible in PM, for example) when assets are created or changed. 806 Copyright. All rights reserved.

23 Unit 12 Exercise Display an Asset Master Record Business Example After you created the equipment you want to check whether the asset has been created. You will have a look at the asset master record as well as to the asset explorer. As you have not bought the asset via a purchase order you need to do the FI posting for the asset acquisition as well. You will use your vendor T-BP## for that. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. 1. Check the asset master record and evaluate the asset from the perspective of the asset explorer. Use an SAP Fiori app and the following data: Field Asset Value Your asset number from the Equipment Company Code Post the asset acquisition from vendor. You bought the asset from the vendor T-BP## for the value of ,-- plus VAT tax of 19%. Use the Acquisition without order (integrated AP) app and the following data: Field Document date Value Today Company Code 1010 Currency EUR First line item PstKy 31 Account Tax Code T-BP## V1 Amount ,-- Tax amount 19000,-- Second line item Copyright. All rights reserved. 807

24 Unit 12: SAP Enterprise Asset Management (EAM) Field Value PstKy 70 Asset Your asset number from the Equipment TType 100 Amount , Copyright. All rights reserved.

25 Unit 12 Solution Display an Asset Master Record Business Example After you created the equipment you want to check whether the asset has been created. You will have a look at the asset master record as well as to the asset explorer. As you have not bought the asset via a purchase order you need to do the FI posting for the asset acquisition as well. You will use your vendor T-BP## for that. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. 1. Check the asset master record and evaluate the asset from the perspective of the asset explorer. Use an SAP Fiori app and the following data: Field Asset Value Your asset number from the Equipment Company Code 1010 a) On the Fiori Launchpad, choose the Display Asset tile. b) On the Display Asset: Initial screen, enter the data provided in the table. c) Press Enter. d) Choose the Time-dependent to see the Cost Center that has been assigned and write down the cost center. Cost Center: e) Go back to the Fiori Launchpad. 2. Post the asset acquisition from vendor. You bought the asset from the vendor T-BP## for the value of ,-- plus VAT tax of 19%. Use the Acquisition without order (integrated AP) app and the following data: Field Document date Value Today Company Code 1010 Currency EUR First line item Copyright. All rights reserved. 809

26 Unit 12: SAP Enterprise Asset Management (EAM) Field Value PstKy 31 Account Tax Code T-BP## V1 Amount ,-- Tax amount 19000,-- Second line item PstKy 70 Asset Your asset number from the Equipment TType 100 Amount ,-- a) On the Launchpad, choose the Acquisition without order (integrated AP) tile. b) On the Initial screen of Acquisition from Purchase w. vendor: Header data, enter the relevant data provided in the table. c) Press Enter. d) In the first line item, enter the data provided in the table for Amount, Tax amount, and Tax Code. e) In the next line item section, enter the following data provided in the table for Posting Key, Account, and Transaction Type. f) Press Enter. g) In the next line item, enter ,-- in the Amount field. h) Press Enter. i) Choose the Display Document Overview item and post the document. j) Go back to the Fiori Launchpad. k) Choose the Asset Values tile and enter the Company Code 1010 and your Asset number. Result: The posted amount should be ,--. l) Exit the asset explorer and go back to the Fiori Launchpad. 810 Copyright. All rights reserved.

27 Lesson: Describing Master Data Used in SAP EAM Serial Numbers Figure 357: Application Example: Plant Maintenance The figure, Application Example: Plant Maintenance, outlines the following process: 1. A faulty piece of equipment must be dismantled and transferred to the warehouse. A prerequisite for this function is that the equipment is serialized. When equipment is serialized, the tab page for serialization data is activated and a serial number links the equipment to a material. The defective piece of equipment is dismantled and transferred to the warehouse for refurbishment. You have a function for installing and dismantling equipment with simultaneous goods movement. 2. The defective, serialized equipment needs to be refurbished. The serial number links the equipment with a material with condition-based evaluation. A material is broken down into different partial stocks by a condition-based evaluation. There are batches "as new" (C1), "refurbished" (C2), and "faulty" (C3). 3. The refurbished piece of equipment is returned to the warehouse using the linked material and serial numbers. 4. In one step, you can remove a piece of equipment from a storage location and install it at another piece of equipment or functional location. Serialization, therefore, enables inventory management of pieces of equipment. Copyright. All rights reserved. 811

28 Unit 12: SAP Enterprise Asset Management (EAM) Material and Serial Numbers If a material piece of equipment is to be uniquely identifiable in terms of inventory management, a serial number profile must be entered in the material master. The serial number profile defines the business operations for which serial numbers are mandatory. Figure 358: Material and Serial Number The serial number profile can be entered in one of the following views in the material master: Sales: General/plant data General plant data/storage 2 If assignment is performed in the view Sales: General/plant data, the profile is displayed automatically in the view General plant data/storage 2 (and vice versa). The combination of material and serial number is unique on the client level. Equipment and Serial Numbers Two options are available for linking the equipment, material, and serial number: The material and serial number can be assigned to an existing equipment manually. The system creates the equipment and serial number automatically during a posting. 812 Copyright. All rights reserved.

29 Lesson: Describing Master Data Used in SAP EAM Figure 359: Serialization of Existing Equipment Assigning a serial number to a piece of equipment enables the equipment to be managed from an inventory management perspective. This means that you can use the material serial number to manage the equipment from Plant Maintenance from a Material Management perspective. Managing equipment in this way is desirable, if, for example, an object that was previously only managed as a piece of equipment is to be dismantled and transferred to the warehouse. You perform the assignment in the serialization data of the equipment master record. If you enter a material that already has a serial number profile for the serialization of individual pieces of equipment in the equipment master record, the system displays the last serial number assigned for this material (if a serial number was already assigned). In this way, you can connect the new serial number directly to the last serial number assigned. You can manage the relationship between the material and equipment as follows: You can synchronize the equipment number and the serial number with each other. You can synchronize the material coupled with the equipment with the material in the Construction Type field of the equipment (Structure tab page). Note: The standard display of the Serial Data view in the equipment master record can be preset in the Customizing settings for the equipment category. If this view is not activated in Customizing, the tab page can be displayed afterwards. Copyright. All rights reserved. 813

30 Unit 12: SAP Enterprise Asset Management (EAM) Other Master Data used in EAM Figure 360: Bills of Material in Plant Maintenance A maintenance BOM is a complete, formally structured list of the components that makes up a technical object or an assembly. The list contains the object numbers of the individual components together with their quantity and unit of measure. The components can be stock or non-stock spares or assemblies, which in turn can be described using maintenance BOMs. Using maintenance BOMs allows you to describe the structure of a technical object, to specify exactly where maintenance tasks are performed, and to assign spare parts to a technical object. Explain how one BOM can be assigned to one of more technical objects through the Construction type field. The maintenance BOM differs from other BOMs. The maintenance BOMs only contain items relevant to plant maintenance. The maintenance BOM has the following 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 If a technical object uses a BOM, you can use this BOM for planning or creating a maintenance order to plan spare parts. 814 Copyright. All rights reserved.

31 Lesson: Describing Master Data Used in SAP EAM Spare parts planning in the task list Spare parts can be planned in the task list based on a BOM. The categories of maintenance BOMs are as follows: Material BOM Equipment BOM BOM for functional location Using a Material BOM as a Maintenance BOM Figure 361: Using a Material BOM as a Maintenance BOM Material BOMs are always used in plant maintenance when a number of similarly constructed objects have to be maintained. The aim of using a material BOM is to create one BOM and then assign this BOM to the technical objects, instead of creating a BOM for each technical object. This avoids the use of redundant BOMs. A material BOM is a BOM that is first created for a material independent of a technical object. To create a material BOM, you must perform the following tasks in this sequence: 1. Create a material. 2. Create a material BOM for the material. 3. Assign a BOM to one or more technical objects (equipment or functional location). You can make the assignment(s) in the respective master record using the Structure view. The number of the corresponding material is entered in the Construction type field. Copyright. All rights reserved. 815

32 Unit 12: SAP Enterprise Asset Management (EAM) LESSON SUMMARY You should now be able to: Describe functional locations Describe equipments Describe integration with Asset Accounting (FI-AA) Describe serial numbers Describe other master data used in SAP EAM 816 Copyright. All rights reserved.

33 Unit 12 Lesson Creating Notifications LESSON OBJECTIVES After completing this lesson, you will be able to: Create notifications Notification Structure Figure 362: Maintenance Notification Structure Each maintenance notification contains header data, which is the information used to identify and manage the notification. The header data is valid for the complete maintenance notification. You enter and maintain data in a notification item to determine a problem, find any damage, or view maintenance activity executed in greater detail. A notification can contain several items. Activities document the work performed for a notification. They are particularly important for inspections because they prove that certain tasks have been performed. Tasks describe the activities that are pending and which may have arisen only after the maintenance task was executed, such as creating a report. Copyright. All rights reserved. 817

34 Unit 12: SAP Enterprise Asset Management (EAM) You can also use tasks for planning purposes in certain cases (for example, if order processing is not active). When the process is not active, you can plan to assign different people to process the notification and monitor the execution of activities for specific time periods. Note, however, that no cost monitoring, material planning, or capacity requirements planning is possible for this type of processing. The notification interface is configurable. You can adjust the number of registers and their values according to your requirement, in Customizing. Notification Creation Figure 363: Technical Objects in Maintenance Notifications You can create all the maintenance notification types for the following reference objects: A functional location (with or without an assembly) A piece of equipment (with or without an assembly) A material with a serial number The hierarchy of this object corresponds to the specified sequence. When you enter a maintenance notification for an assembly on a piece of equipment (which is assigned to a functional location), the system transfers all relevant data for the piece of equipment and functional location. However, you can also enter a maintenance notification without specifying an object number. Examples of maintenance notification without an object number are as follows: When a malfunction report refers to an object that is not managed under a number in the system 818 Copyright. All rights reserved.

35 Lesson: Creating Notifications When a maintenance request refers to a new object to be provided for an investment program The view for the reference object can be selected for an individual notification or notification type in the following ways: Functional location + Equipment + Assembly (former standard setting) Functional location + Equipment + Assembly, whereby if a functional location has only one piece of equipment, this piece is automatically set for the functional location Functional location Equipment (with and without assembly) Material number + Serial number (with and without the equipment number) Without a reference object Copyright. All rights reserved. 819

36 Unit 12: SAP Enterprise Asset Management (EAM) 820 Copyright. All rights reserved.

37 Unit 12 Exercise Create a Notification Business Example Your new machine in the production line TS410-## is not working properly. You will create a notification for the maintenance department that they should check the machine and fix the problem if possible. You will create a maintenance request for your equipment to record the malfunction. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. 1. Create a maintenance request for the equipment. Assign yourself as the user who reported the notification and set the priority to very high. Use the following data to create the maintenance request: Field Notification Type Description Equipment Planner group Responsible Work Center Reported by Value M1 Production line malfunction Your Equipment number T## MECH-## Your Username The required start date should be today, one hour later, and the priority very high. Copyright. All rights reserved. 821

38 Unit 12 Solution Create a Notification Business Example Your new machine in the production line TS410-## is not working properly. You will create a notification for the maintenance department that they should check the machine and fix the problem if possible. You will create a maintenance request for your equipment to record the malfunction. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. 1. Create a maintenance request for the equipment. Assign yourself as the user who reported the notification and set the priority to very high. Use the following data to create the maintenance request: Field Notification Type Description Equipment Planner group Responsible Work Center Reported by Value M1 Production line malfunction Your Equipment number T## MECH-## Your Username The required start date should be today, one hour later, and the priority very high. a) On the SAP Easy Access screen, choose Logistics Plant Maintenance Maintenance Processing Notification Create (general). Alternatively, use the transaction code IW21. b) On the Initial screen of Create PM Notification, enter M1 for Notification Type. c) Press Enter. d) On the Create Pm Notification: Maintenance Request screen, in the Description field, enter Production line TS410-## malfunction. e) On the Reference Object screen, in the Equipment field, enter your Equipment number. 822 Copyright. All rights reserved.

39 Lesson: Creating Notifications f) In the section Responsibilities section, change the Planner group to T##, the responsible work center, Main Work Ctr to MECH-##, and enter your user in the Reported by field. g) In the Start / End section, enter the following data: Field Required start Priority Value Today / one hour later Very high h) Save the notification. Copyright. All rights reserved. 823

40 Unit 12: SAP Enterprise Asset Management (EAM) LESSON SUMMARY You should now be able to: Create notifications 824 Copyright. All rights reserved.

41 Unit 12 Lesson Processing Maintenance Orders LESSON OBJECTIVES After completing this lesson, you will be able to: Process maintenance orders Maintenance Order Creation Figure 364: Ways to Create Maintenance Orders A maintenance order can be created for the following cases: The maintenance order is created directly (a breakdown order). The maintenance notification is not entered centrally. The maintenance order is created for the maintenance notification by the person responsible. In a maintenance order, several maintenance notifications are combined into one or more objects. Copyright. All rights reserved. 825

42 Unit 12: SAP Enterprise Asset Management (EAM) An activity report for an existing maintenance order is entered subsequently as a technical confirmation. A maintenance order is automatically generated from a maintenance item by the maintenance plan. Maintenance Order Structure Figure 365: Elements of a Maintenance Order The following elements are included in a maintenance order: Header data: The header data contains information that serves to identify and manage the maintenance order. It is valid for the whole maintenance order, such as 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. Object list: The object list contains the objects to be processed (such as functional locations, equipment, assemblies, and serial numbers) and is implemented if the same activity must be performed at multiple objects of the same type. Order operation: The order operation describes the tasks that are necessary for the maintenance order, who performs the tasks, and the task guidelines. Material list (component list): The material list contains spare parts that are required and used when the maintenance order is executed. 826 Copyright. All rights reserved.

43 Lesson: Processing Maintenance Orders Production resources and tools: The production resources and tools are required to execute the maintenance order, but are not used up (such as tools, protective clothing, and trucks). Settlement rule: 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. Costs: The costs view details out how much the estimated, plan, and actual costs are in the value categories for this order. A technical view and a controlling view are also available. Maintenance Order Object List Figure 366: Maintenance Order Object List Explain that a maintenance order can contain more than one object. Many notifications can be converted into one order. The multiple objects from these notifications are listed on the object list. The object list is an integral part of the maintenance order. The object list is used to compile multiple notifications and also to assign several technical objects to the order. Even if no reference object has been specified for the maintenance order on the header data screen, you can assign technical objects and maintenance notifications respectively to the maintenance order in the object list. You can also assign both in the object list. 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. Copyright. All rights reserved. 827

44 Unit 12: SAP Enterprise Asset Management (EAM) The header notification and the other notifications in the object list can be separated from the order again. The object list does not control the order. Therefore, no adjustment of work is to be performed, and no update of history or cost distribution takes place. You can use customer exit IWO10027 to distribute the order costs proportionately to the objects in the object list. Maintenance Order Process Figure 367: Process Flow for Maintenance Order Using Stock Materials If the materials that you plan for the maintenance order are kept in stock, they are reserved in the warehouse. You can set the reservation time in your system using the Customizing function. In Customizing, whether the system should make the material reservation effective, generate the purchase requisition immediately, or only generate when the order is released, is decided for each order type. An availability check can be called when components are assigned in the order. An automatic availability check is performed when the order is released. The order can also be released if there is no availability. You can print a material provision list and material withdrawal slips together with the order papers. Planned goods issues are entered with reference to the reservation (reservation number), unplanned goods issues with reference to the order number. The goods issues entered appear in the document flow of the order. If your company does not keep stock of the required spare parts, purchasing has to procure the material from a vendor. 828 Copyright. All rights reserved.

45 Lesson: Processing Maintenance Orders From the Plant Maintenance (PM) perspective, material procurement is a support process that integrates PM with purchasing (materials management). Process Flow for Maintenance Order Using Non-Stock Materials Figure 368: Process Flow for Maintenance Order Using Non-Stock Materials When components are assigned in the order, additional purchase information can be entered. Depending on the order type, the system generates purchase requisitions either when the order is saved or released. In purchasing, purchase orders are generated from purchase requisitions. The purchase order items are assigned to the maintenance order. You enter goods receipts with reference to the purchase order after the order has been put in process. The account assignment of the purchase order instigates the posting to the order. When you have entered the goods receipts, 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. Copyright. All rights reserved. 829

46 Unit 12: SAP Enterprise Asset Management (EAM) Effects of the Maintenance Order Release Figure 369: Effects of the Maintenance Order Release When you release a maintenance order, the system checks the availability of materials and production resources or tools. At the time of release (at the latest), material reservations become relevant to materials planning, materials withdrawn, and purchase requisitions are generated. The following activities can only be performed after you have released the order: Print shop papers Withdraw material Book goods receipts Enter time confirmations Complete task 830 Copyright. All rights reserved.

47 Lesson: Processing Maintenance Orders Issuing Materials to Maintenance Orders Figure 370: Issuing Materials to Maintenance Orders The execution phase involves the withdrawal of spare parts from the warehouse and the actual execution of the order. Workers withdraw materials from the warehouse to perform maintenance tasks. Workers can make the following types of withdrawal of stock material: Planned withdrawal Unplanned withdrawal Materials can also be procured externally. The goods movements for a maintenance order are displayed in the document flow of the order. The Material Where-Used List (IW13) allows you to check which withdrawals for a material were planned and which were unplanned. Copyright. All rights reserved. 831

48 Unit 12: SAP Enterprise Asset Management (EAM) 832 Copyright. All rights reserved.

49 Unit 12 Exercise Create a Maintenance Order Business Example You want to see all notifications created for maintenance for this course. You need a list to gain an overview about the entire workload for the maintenance department. You chose the notification list for this overview. From the list, you will create a maintenance order for your notification for the maintenance department to start with the repair. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. 1. To gain an overview about all the outstanding maintenance requests, process a notification list for the entire maintenance requests of this course. Select all notification from the training. Use the following data: Field Notification Type Created by Layout Value M1 TS to TS U_TS410-## Name My notification List ## User specific Default Selected Selected 2. Create the maintenance order from the notification list to initiate the repair of the production line. From the notification list you create the maintenance order and use the following data: Field Notification Value Your notification Work Duration 20 What is the order number from the notification list? Order Number: Copyright. All rights reserved. 833

50 Unit 12 Solution Create a Maintenance Order Business Example You want to see all notifications created for maintenance for this course. You need a list to gain an overview about the entire workload for the maintenance department. You chose the notification list for this overview. From the list, you will create a maintenance order for your notification for the maintenance department to start with the repair. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. 1. To gain an overview about all the outstanding maintenance requests, process a notification list for the entire maintenance requests of this course. Select all notification from the training. Use the following data: Field Notification Type Created by Layout Value M1 TS to TS U_TS410-## Name My notification List ## User specific Default Selected Selected a) On the SAP Easy Access screen, choose Logistics Plant Maintenance Maintenance Processing Notification List editing Change. Alternatively, use transaction code IW28. b) On the initial screen Change Notifications: Selection of Notifications, enter the data provided in the table for the Notification Type and Created by fields. c) Execute the list. d) Choose the Current Variant icon. e) In the Window that appears, on the right side, choose right side Set the entry Order column and select it to the left side. f) Choose the Save as icon. 834 Copyright. All rights reserved.

51 Lesson: Processing Maintenance Orders g) In the following window, enter the following data: Field Layout Value U_TS410-## Name My notification List ## User specific Default Selected Selected h) Press Enter. i) Press Enter again. The order number should be included in the display variant. j) Stay in the list for the next step. 2. Create the maintenance order from the notification list to initiate the repair of the production line. From the notification list you create the maintenance order and use the following data: Field Notification Value Your notification Work Duration 20 a) In the notification list, select your notification and choose the Create Order button. b) On the Initial screen of Create Maintenance Order: Central Header in the Work Duration field, enter 20. c) Press Enter. d) Save the order. e) Write down the order number from the notification list. f) Return to the Easy Access screen. What is the order number from the notification list? Order Number: Copyright. All rights reserved. 835

52 Unit 12: SAP Enterprise Asset Management (EAM) 836 Copyright. All rights reserved.

53 Unit 12 Exercise Plan a Maintenance Order Business Example Now that the maintenance order is created the maintenance planner needs to plan the order. You will need an external maintenance worker to assist in the repair. As well you will add some materials to your order. As the order is already created, you need to change the existing order and do the planning. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. This exercise uses the Maintenance order number, from the exercise, Create a Maintenance Order 1. Change the maintenance order created before. You will need an external maintenance assistance from the company that delivered the production equipment, therefore, you will plan that external work in the order. Use the following data: Field Order Control Key Operation Short text Operation Qty Value Your maintenance order number (From the exercise, Create a Maintenance Order) PM02 External assistance 10 H Price 100,-- Material Group Purchasing Group P001 Z## Purchasing Org 1010 Vendor Requisitioner Component Req. Quantity T-BP## Your name T-STS410 1 PC Copyright. All rights reserved. 837

54 Unit 12: SAP Enterprise Asset Management (EAM) Field Item Category Value L Plant 1010 Sloc 101A 2. Add a material that has been delivered when you received the production machine. The material is named T-STS410 Spare Part TS410. Assign the component to Operation 10 and add 1 PC to the order. Use the following information: Field Component Req. Quantity Item Category Value T-STS410 1 PC L Plant 1010 Sloc 101A 838 Copyright. All rights reserved.

55 Unit 12 Solution Plan a Maintenance Order Business Example Now that the maintenance order is created the maintenance planner needs to plan the order. You will need an external maintenance worker to assist in the repair. As well you will add some materials to your order. As the order is already created, you need to change the existing order and do the planning. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. This exercise uses the Maintenance order number, from the exercise, Create a Maintenance Order 1. Change the maintenance order created before. You will need an external maintenance assistance from the company that delivered the production equipment, therefore, you will plan that external work in the order. Use the following data: Field Order Control Key Operation Short text Operation Qty Value Your maintenance order number (From the exercise, Create a Maintenance Order) PM02 External assistance 10 H Price 100,-- Material Group Purchasing Group P001 Z## Purchasing Org 1010 Vendor Requisitioner Component Req. Quantity T-BP## Your name T-STS410 1 PC Copyright. All rights reserved. 839

56 Unit 12: SAP Enterprise Asset Management (EAM) Field Item Category Value L Plant 1010 Sloc 101A a) On the SAP Easy Access screen, choose Logistics Plant Maintenance Maintenance Processing Order Change. Alternatively, use transaction code IW32. b) On the Initial screen of Change Order, in the Order field, enter your Maintenance order number c) Press Enter. d) Choose the Operations tab and enter the values provided in the table for Control Key and Operation Short text in operation 20. e) Press Enter. f) In the window, enter the following data: Field Operation Qty Value 10 H Price 100,-- Material Group Purchasing Group P001 Z## Purchasing Org 1010 Vendor Requisitioner T-BP## Your name g) Press Enter. h) Go back to the operation overview. 2. Add a material that has been delivered when you received the production machine. The material is named T-STS410 Spare Part TS410. Assign the component to Operation 10 and add 1 PC to the order. Use the following information: Field Component Req. Quantity Item Category Value T-STS410 1 PC L 840 Copyright. All rights reserved.

57 Lesson: Processing Maintenance Orders Field Value Plant 1010 Sloc 101A a) Choose the Components tab and enter the data provided in the table. b) Press Enter. c) In the following window in the Operation field, enter 10. d) Save the order. Copyright. All rights reserved. 841

58 Unit 12: SAP Enterprise Asset Management (EAM) 842 Copyright. All rights reserved.

59 Unit 12 Exercise Release a Maintenance Order Business Example Now that the maintenance order is planned you need to release the order. You will review the order first and then release and print it. You will use change transaction to proceed. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. This exercise uses the Maintenance order number, from the exercise, Create a Maintenance Order 1. Review the costs and the system status of your maintenance order. What is the total amount of costs? What is the current status of the maintenance order? What do these statuses mean? 2. To release the order, put the order in process to and print the maintenance order. Copyright. All rights reserved. 843

60 Unit 12 Solution Release a Maintenance Order Business Example Now that the maintenance order is planned you need to release the order. You will review the order first and then release and print it. You will use change transaction to proceed. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. This exercise uses the Maintenance order number, from the exercise, Create a Maintenance Order 1. Review the costs and the system status of your maintenance order. a) On the SAP Easy Access screen, choose Logistics Plant Maintenance Maintenance Processing Order Change. Alternatively, use transaction code IW32. b) On the Initial screen of Change Order, in the Order field, enter your Maintenance order number c) Press Enter. d) Choose the Costs tab. Here you see the total amount of costs and the current status. e) To see the meaning of each status, Choose the Information icon behind the system status. What is the total amount of costs? The total amount of costs should be 2.530,-- What is the current status of the maintenance order? The status should be: CRTD; MANC; PRC What do these statuses mean? CRTD means Created, MANC means that Material availability not checked, and PRC means Pre Costed. 2. To release the order, put the order in process to and print the maintenance order. 844 Copyright. All rights reserved.

61 Lesson: Processing Maintenance Orders a) Choose the Put in Process... icon. b) In the following dialog box, choose Print with online window. c) In the next dialog box, choose the Print Preview icon. d) Choose Back to skip through the individual documents. e) When back in the dialog box, choose Cancel. The System Status should have changed to REL MACM PRC SETC. f) Save the order. Copyright. All rights reserved. 845

62 Unit 12: SAP Enterprise Asset Management (EAM) LESSON SUMMARY You should now be able to: Process maintenance orders 846 Copyright. All rights reserved.

63 Unit 12 Lesson Executing Maintenance Orders LESSON OBJECTIVES After completing this lesson, you will be able to: Execute maintenance orders Confirmation of Times Figure 371: Order Confirmation: Times and Activities A completion confirmation documents the status of the processing of operations and suboperations for a maintenance or service order. It is a part of order monitoring. In addition to recording working times, you can also enter the activities performed in the notification, and enter measurement readings for the reference object. You can confirm the time required for work on a maintenance order in the following ways: Individual entry of time for each order operation Collective entry by direct entry or using an operation list Copyright. All rights reserved. 847

64 Unit 12: SAP Enterprise Asset Management (EAM) Overall completion confirmation (such as time, activities, measurement values, and so on) on a collective screen Entry using the Cross-Application Time Sheet (CATS) You can enter the maintenance activities performed in the following ways: As maintenance notifications with notification type Activity report and assigned to the corresponding order As confirmation texts that can be entered with confirmations of time (these texts are not as easy to structure and analyze as activity reports) You can enter measurement readings as measurement documents for the reference object. Order Completion Process After you enter the completion confirmations for operations or suboperations in a maintenance order, the system automatically assigns the status PCNF (partially confirmed) to these operations or suboperations. If you have not made any setting in Customizing that a final completion confirmation should be proposed automatically, the system assigns the status. As soon as all the operations or suboperations in a maintenance order have been completely confirmed, the order itself is assigned the status CNF (finally confirmed). There is always a risk of completion confirmations being assigned to the wrong operations or suboperations or entered with the wrong data. The system, therefore, allows you to reverse completion confirmations if required. An internal maintenance operation is performed by a maintenance work center, which is assigned to a cost center. Therefore, the completion confirmation triggers an internal activity allocation between this cost center and the plant maintenance order, debiting the order with the costs. These costs are calculated by multiplying the recorded work time with the activity price. 848 Copyright. All rights reserved.

65 Lesson: Executing Maintenance Orders Overall Completion Confirmation Figure 372: Overall Completion Confirmation You use the overall completion confirmation if, in addition to the work time required, you also regularly confirm other data, such as materials used, information about damage, the work and services performed (such as tasks, activities, and so on), or measurement and counter readings. The overall completion confirmation enables you to confirm not only working times, but all of the relevant details for an order on a single screen, configured to suit your individual requirements. Time confirmations and technical confirmations can, therefore, be processed in the same way. You also have the option of confirming an inspection round within the overall completion confirmation. If an activity is assigned a technical object and the corresponding counter (as production resource or tool), you can also record the counter readings or measurement values for the activity along with the actual times. Copyright. All rights reserved. 849

66 Unit 12: SAP Enterprise Asset Management (EAM) Technical Completion Figure 373: Maintenance Order Technical Completion Options You have the following options to complete the maintenance order: Complete the maintenance order and notification separately Complete the maintenance order together with assigned notifications To complete the order and notification together, the notification must not contain any outstanding tasks. If there are any outstanding tasks (status OSTS) in a notification, you cannot complete the notification. You must first mark the tasks as finished. You can, however, complete the order belonging to the notification as the outstanding tasks may not necessarily belong to the order performed (in certain circumstances, a new order may be required for this). All notifications with outstanding tasks can be identified easily from their status (OSTS) and then processed. 850 Copyright. All rights reserved.

67 Lesson: Executing Maintenance Orders Maintenance Order Technical Completion Figure 374: 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. A completed maintenance order can only be changed online in the following ways: Lock or unlock the maintenance order Set the deletion flag Enter goods movements that are still outstanding, and confirmations and invoice receipts Change the settlement rule If you have not maintained a settlement rule for the maintenance order, it is created automatically by the system. If this is not possible because of missing data, the system directs you to where the settlement rule can be maintained. All the purchase requisitions without purchase orders that still exist for the maintenance order are marked with a deletion flag. All open reservations and capacities that exist for the maintenance order are closed. Technical Completion Reference date A reference date and time must be entered during the technical completion. This depends on what periods are assigned to the order in the Plant Maintenance Information System (PMIS). However, the reference date has no influence on the determination of the location and account assignment data. This date is determined and set to the date when the order is created. If, for Copyright. All rights reserved. 851

68 Unit 12: SAP Enterprise Asset Management (EAM) example, the cost center of the equipment changes during the order processing, you can, if necessary, use the context menu (Update Reference Object Data) to update the order. You can find the following data in the maintenance history: Order data Data from maintenance notifications Usage histories You can use this data for the evaluation of past work and the planning of new work. Reversing Technical Completion Figure 375: Reversing Technical Completion If required, you can reverse the status TECO. 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 for unconverted purchase requisitions. 852 Copyright. All rights reserved.

69 Lesson: Executing Maintenance Orders Maintenance Notification Completion Figure 376: Maintenance Notification Completion Before you complete a maintenance notification, check the following conditions: All data, which 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. All technical data related to the breakdown and availability of the technical system is available and correct. The consequences of maintenance notification completion are as follows: The reference date and time determine the periods assigned to the notification in the PMIS. 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). Copyright. All rights reserved. 853

70 Unit 12: SAP Enterprise Asset Management (EAM) 854 Copyright. All rights reserved.

71 Unit 12 Exercise Confirm Time for Maintenance Order and Goods Issue Posting Business Example Your maintenance department has fixed the machine. The technicians received the materials in advance from the warehouse as a handover without posting. The technicians now record the hours and post the goods issue to the maintenance order. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. 1. Confirm the maintenance order using the following data: Field Profile Order Value ZTS410 Your maintenance order Operation 10 Act. Work Work Center Final Confirmation 25 H MECH-## Selected Atyp 1410 Material T-STS410 Qty 1 Plant 1010 SLoc 101A Copyright. All rights reserved. 855

72 Unit 12 Solution Confirm Time for Maintenance Order and Goods Issue Posting Business Example Your maintenance department has fixed the machine. The technicians received the materials in advance from the warehouse as a handover without posting. The technicians now record the hours and post the goods issue to the maintenance order. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. 1. Confirm the maintenance order using the following data: Field Profile Order Value ZTS410 Your maintenance order Operation 10 Act. Work Work Center Final Confirmation 25 H MECH-## Selected Atyp 1410 Material T-STS410 Qty 1 Plant 1010 SLoc 101A a) On the SAP Easy Access screen, choose Logistics Plant Maintenance Maintenance Processing Completion confirmation Entry Overall Completion Confirmation. Alternatively, use transaction code IW42. b) On the Initial screen of Overall Completion Confirmation, from the menu, choose Extras Settings. 856 Copyright. All rights reserved.

73 Lesson: Executing Maintenance Orders c) In the following dialog box, enter the profile ZTS410 and choose Save.. d) On the Initial screen of Overall Completion Confirmation, enter your Production order number and press Enter. e) In the Operation Overview, delete the Operation number 20. f) In Operation number 10 enter the following data: Field Value Operation 10 Act. Work Work Center Final Confirmation 25 H MECH-## Selected Atyp 1410 g) Choose the Operation Data icon. h) In the Goods Movements for operation 0010 section, enter the following data: Field Material Value T-STS410 Qty 1 Plant 1010 SLoc 101A i) Save the confirmation. Copyright. All rights reserved. 857

74 Unit 12: SAP Enterprise Asset Management (EAM) 858 Copyright. All rights reserved.

75 Unit 12 Exercise Technically Complete a Maintenance Order Business Example Now that the maintenance order is confirmed the order needs to be technically completed. With the technical completion, the outstanding Purchase requisition will be deleted as well. The work from the external technician is not needed. In addition to the order, the assigned notification will also be closed. You will technically complete both objects and review the order. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. This exercise uses the Maintenance order number, from the exercise, Create a Maintenance Order 1. Check the status of the purchase requisition that you created from the order. Use the Production order number from the exercise, Create a Maintenance Order Is the purchase requisition still open? Are there actual costs on the order? 2. Set the status of the maintenance order to Technical completion and close the order.. What is the status of the Purchase Requisition now? What is the system status of the notification? Copyright. All rights reserved. 859

76 Unit 12 Solution Technically Complete a Maintenance Order Business Example Now that the maintenance order is confirmed the order needs to be technically completed. With the technical completion, the outstanding Purchase requisition will be deleted as well. The work from the external technician is not needed. In addition to the order, the assigned notification will also be closed. You will technically complete both objects and review the order. Note that, in this exercise, when the values include ##, replace ## with the number your instructor assigned to you. This exercise uses the Maintenance order number, from the exercise, Create a Maintenance Order 1. Check the status of the purchase requisition that you created from the order. Use the Production order number from the exercise, Create a Maintenance Order a) On the SAP Easy Access screen, choose Logistics Plant Maintenance Maintenance Processing Order Change. Alternatively, use transaction code IW32. b) On the Initial screen of Change Order, in the Order field, enter your Maintenance order number. c) Press Enter. d) Go to Operations, choose Operation 20, and choose the Actual Data icon. e) To check whether the purchase requisition is still open, double-click the Purchase Requisition number. f) Go back to the Order Header. g) To check whether there are costs on the order, choose Costs. Is the purchase requisition still open? Yes the status of the Purchase requisition is still open. Are there actual costs on the order? There should be actual costs of 1.500,-- on the order. 2. Set the status of the maintenance order to Technical completion and close the order Copyright. All rights reserved.

77 Lesson: Executing Maintenance Orders a) Choose the Complete Technically icon. b) In the following window, check whether Complete notifications is marked. c) Press Enter. d) Go back in the order and check whether the Purchase Requisition is changed. e) Press Enter. f) Go to Operations, select Operation 20, and choose the Actual Data icon again. g) To check the status of the Purchase Requisition, double-click the Purchase requisition. h) To check the system status of the assigned notification, go back to the Order Header, and choose the Display icon next to the notification. i) Exit the notification and the order. j) When asked to save the data, confirm with Yes. k) Return to the SAP Easy Access screen. What is the status of the Purchase Requisition now? The Status of the Purchase Requisition is Deleted. What is the system status of the notification? The system status of the notification is NOCA Notification closed and ORAS - Order assigned. Copyright. All rights reserved. 861

78 Unit 12: SAP Enterprise Asset Management (EAM) LESSON SUMMARY You should now be able to: Execute maintenance orders 862 Copyright. All rights reserved.

79 Unit 12 Lesson Processing Period-End Closing Activities LESSON OBJECTIVES After completing this lesson, you will be able to: Process period-end closing activities Period-End Closing Activities Figure 377: Maintenance Order Settlement You can use the maintenance order to plan and execute maintenance work. This means that the order initially bears all the costs that result from the planning and consumption of resources. The costs generated by consuming the resources required appear on the debit side of the order as actual costs. You should answer the following questions to ensure that cost allocation and tracking adhere to the allocation-by-cause principle: Is the order really the originator of the costs? Copyright. All rights reserved. 863