PROJECT ADVAITA SAP IMPLEMENTATION IIT ROORKEE USER MANUAL

Transcription

1 PROJECT ADVAITA SAP IMPLEMENTATION IIT ROORKEE USER MANUAL Maintenance Processing MODULE: PLANT MAINTENANCE Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 1

2 Table of Contents Lesson 1: Overview of SAP Plant Maintenance Notifications... 3 Lesson 2: Terms and Concepts Notification Creation Order Creation Order Creation with Notification Order Creation without Notification Issue of Material Against the order Acceptance of External Services Order Confirmation Technical Completion of Maintenance Order Order Settlement Business Completion Preventive Maintenance Maintenance task lists Maintenance Plan Maintenance Plan Scheduling Overview of Maintenance Plan Calibration Maintenance Equipment Task lists Calibration Order Processing Inspection Lot Selection Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 2

3 Lesson 1: Overview of SAP Plant Maintenance Notifications A Plant Maintenance Notification is a request to have work done at your site by the Maintenance and Operations Department. Overview Principals, Secretaries, Building Administrators, and Service Center personnel will initiate Maintenance Notifications for Maintenance & Operations. Notifications are not an authorization to perform maintenance work activities but a request for services. A Maintenance Order represents the authorization to perform maintenance work activities. Factors such as problem/resolution determination, required resources and availability, required parts/materials and availability, financial resources required and funding availability all affect the response to the notification. Proper classification of a Maintenance Notification is also an essential part of this process. Benefits of using SAP for Plant Maintenance Reduced response time for delivery of maintenance services Reduction /elimination of duplicate data entry Full integration with other SAP modules (Financial/Controlling for all financial transactions, Human Resources for employee information) Check status of PM Notifications and Work Orders Better reporting and queries Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 3

4 Lesson 2: Terms and Concepts Plant Maintenance Notification A notification is a request for work. This must be created from each site so that Maintenance & Operations is aware that work needs to be done. Work Order The work order is the document that gives the go-ahead for maintenance work to proceed. It contains the plan of where, when, how, and by whom the work will be done and where the cost will be taken care for the materials and services used against the order. Technically Complete (TECO) This means that the work order has been closed. Notification Type A notification type is a key that determines the kind of maintenance and the department scheduled to do the work. Notifications can be corrective (CM) or special order (Z1 to Z8, ZS), Vehicle Notification (TR). Functional Location A functional location refers to an organization unit that is to be maintained, such as a department or other building site. Equipment Equipment refers to the physical object that needs to be repaired or maintained as an autonomous unit. Work Center (Shops) A work center is a group of people who perform maintenance responsibilities. For Example: Plumbers or Electricians. Status This lets everyone know what the progress is for any particular work order. There is several business transactions involved in issuing a work order status: Posting time and other follow-up costs after the job has been technically completed (TECO). Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 4

5 1. Notification Creation Creation of Notification. Trigger: BUSINESS PROCESS PROCEDURE OVERVIEW A Notification describes a trouble at an object (Functional Location, Equipment) which affects its performance in some respect but not immediately needs to be changed. It may or may not need to be changed as per condition. Create/Process maintenance notification Create/Process maintenance order Material / External service cost capturing in maintenance order Acceptance of the services (If External Services) Confirmation of Maintenance Order Complete maintenance notification Complete maintenance order Settle maintenance order costs Business completion of maintenance Order Input- Required Fields Notification Type Reference Object Field Values/ Comments Z1, Z2, Z3, Z4, Z5, Z6, Z7, Z8, Z9, ZS, IT, TE Functional Location, Equipment Output Results The output is a Notification document, which can contain functional location or equipment, Date and time, Reported by, Damage and cause code (If Needed), Work Center, Plant, Planner group Comments A Maintenance Notification is used to describe the condition of technical objects in the PM System, and request to the operation / maintenance department to perform a necessary task that needs to be carried out and to document the performed work. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 5

6 Following notification has been defined for IIT Roorkee. Notification Type Z1 Z2 Z3 Z4 Z5 Z6 Z7 Z8 Z9 ZS TE TR CM IT Description General Notification Breakdown Notification Elec. Complaint E&W Civil Complaint E&W Water(S) Complaint Sanitation Comp E&W Horti. Complaint E&W Consumer Grev- Elec Scrap Notification Shutdown Notification Telephone Exchange Vehicle Requisition Corrective Notification IT and Network Compl Types of Plant Maintenance Notifications 1. General Notification (Z1) This type of maintenance will be used where there is general information to be given to the rest of the departments to and from E&W. 2. Breakdown Notification (Z2) This type is maintenance that will fix something that is broken and due to which the work will be stopped. 3. Complaint E&W (Z3 to Z7) This is maintenance that will fix something that is broken. This is the type that you will create most often and will be department specific in E&W. 4. Consumer Grev- Elec (Z8) This is a non-maintenance upgrade. This maintenance type will help to the consumer to create and check if they find any kind of the discrepancy in the electric bill. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 6

7 5. Shutdown Notification (ZS) This type of maintenance will mainly use if the department used to make the maintenance for the long period of time like one month or even more than that where the maximum equipment s maintenance will be done. 6. Telephone Exchange (TE) This type is maintenance that will fix something that is related to telephone exchange and needs to be fixed. 7. Vehicle Requisition (TR) This is a non-maintenance upgrade. This type of notification will be used when anybody in IIT Roorkee wants to raise the request for the vehicle to travel. 8. Corrective Notification (CM) This type of Notification type will be raised for the calibration type equipment s when the calibration range goes beyond the permissible of the equipment. 9. IT and Network Compl (IT) This type is maintenance that will fix something that is related to IT and network complaint and needs to be attended on the priority basis so that the internet will be working and no problem can occur in future. Procedural Steps ID: PM Title: Processing Notification Creation Business process: Transaction code: IW21, IW22, IW23, IW28, IW29 Maintenance Notification Menu path: Logistics Plant maintenance Maintenance Processing Notification Create (General) (IW21) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 7

8 Double click and you will get the following screen: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 8

9 Put the cursor on the Notification Type field and press F4, Press F4 When you Press F4, the following screen will appear Select the required Notification Type and Press F4. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 9

10 The Following Initial Screen of Creating the Notification Type will appear: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 10

11 Take help at the equipment Identify the Reference object, which is malfunction (trouble), this can be either a functional location or equipment. This can be entered by typing directly or taking help at the field. E.g. take help at the field equipment following. Following Screen will appear. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 11

12 Fill technical object, equipment category, Maintenance plant and Plant Section. List of equipment s related to above criteria will appear. Select the required equipment. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 12

13 Select the required equipment and click on The data corresponding to the selected equipment will be automatically filled in the notification screen as shown: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 13

14 Change the user status from selecting the user status SUBMIT TO HOD Status from the list as shown: button and select the Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 14

15 After selecting the Status click on. On Tab Notifications, some of the fields will be filled in with information from the Equipment Master and in addition to this you have to fill following field. Field name Required / Optional User action and allowed values Reported by R Name of the reporting person (Note: On the above table, in column R/O ; R = required, O = Optional) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 15

16 Now to fill the Object parts, damage and cause, check the following screen: Take help at the object Parts field. Following window pops up Select the Part. Take help at the Defect Field. Following window pops up. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 16

17 Select the defect. The defect can be further described using text field. If causes are known, to enter causes takes help at the causes field. Following window POPS UP- Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 17

18 Select the cause. The cause can be further described using long text field. On Tab Activities, action taken to rectify the problem can be stored in the system for future reference. Field name Required / Optional User action and allowed values Code Group O Activity 1 (PM1) Activity O Activity Description (1) Activity text O Activity text (Activity) Activity Long Text O Activity Long text (description in detail) (Note: On the above table, in column R/O ; R = required, O = Optional) Once all the data is entered click on save button. Once you click on the save button, the following screen will come and the notification will be saved. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 18

19 Now go to the main screen and enter the T-Code IW22 Change Notification Screen as shown below and press enter: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 19

20 The following screen will come once you press enter: Enter the Notification Number and Press Enter. You will again go the change Notification Screen: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 20

21 From here the HOD can either APPROVE or REJECT the request and process can further. From here you can change the details of the Notification if needed and put in Process the Notification by clicking on the button after APPROVING the status. Now save the notification by clicking on save button. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 21

22 2. Order Creation 2.1 Order Creation with Notification Creation of Order Trigger: BUSINESS PROCESS PROCEDURE OVERVIEW A Maintenance Order can be used to plan execution of maintenance task, monitor the work progress and allocates the costs for maintenance tasks. A maintenance order can be created with reference to notification or without the reference of the Notification. Whenever any resources- Material, Labor, Contractor Services- are required to be consumed to carry out any maintenance task, it is necessary to create a Maintenance Order. Input Required Fields Notification Number (If prepared using Notification or vice versa) Notification Number Comments Output Results The output is a Maintenance order document, which can contain internal costs or PR cost (For External Service Procurement) Comments Tips and Tricks Whenever any resources- Material, Labor, Contractor Services- are required to be consumed to carry out any maintenance task, it is necessary to create a Maintenance Order as to carry out Maintenance job with various tasks. Creation of maintenance order directly without a notification can be possible. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 22

23 Following Maintenance Order has been finalized for IIT Roorkee. ZPM1 General Maintenance Order ZPM2 Breakdown Maintenance Order ZPM3 Preventive Maintenance Order ZPM4 Corrective Maintenance Order ZPM5 E&W Horticulture Maintenance Order ZPM6 Calibration Maintenance Order ZPM7 Shutdown Maintenance Order E&W PMTE Repair and Maintenance Telephone Exchange General Maintenance Order. A maintenance task that is not coming under regular maintenance is created through maintenance Order type ZPM1. Breakdown Maintenance Order. Maintenance equipment or functional location which has come under the breakdown and where the immediate action is required to correct the equipment for the further functioning, for this type of functions Breakdown Maintenance Order ZPM2 is required. Preventive Maintenance Order. For Preventive Maintenance certain maintenance task is to be carried out periodically and repeating the same thing after a certain fixed period of time, those tasks will be defined as individual operations in maintenance order. Order Type ZPM3 will be used for Preventive Maintenance. Corrective Maintenance Order. Regular or some fault finding during inspections which needs maintenance and for which cost is to be captured is generated through Maintenance Order Type ZPM4. E&W Horticulture Maintenance Order. The maintenance order where the forest department approval is required by E&W has been taken under the maintenance order type ZPM5 where the requester can also get to know about the status that whether the forest department has approved or rejected the request. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 23

24 Calibration Order Any regular inspection and for recording inspection result calibration order is used. Order Type ZPM6 is created for PM-QM Integration. Shutdown Maintenance Order Any maintenance activity which requires a long period of time and point to point maintenance of any machine is taken under this kind of maintenance order. Order type ZPM7 is created for this kind of maintenance. Repair and Maintenance Telephone Exchange Any kind of maintenance related to Telephone Exchange is taken under this kind of maintenance. Order type defined is PMTE. Creation of Maintenance Order against Notification To carry out the necessary work and to capture the cost occurred during taking the necessary action against the notification we create the maintenance order. To Create the maintenance order from notification, click on the create order button as shown below: Once you click on the button, the following pop up screen appears in which you need to fill up the Maintenance Order Type, Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 24

25 Place your cursor on Order type and press F4, the following different type of Maintenance Order type comes. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 25

26 Select the Order Type as ZPM1 and press Enter (For further steps, please refer Page No.: 30) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 26

27 2.2 Order Creation without Notification Creation of Order Procedural Steps ID: PM Title: Processing Order Creation Business process: Transaction code: IW31, IW32, IW33, IW38, IW39 Maintenance Order Menu path: Logistics Plant maintenance Maintenance Processing Order Create (General) (IW31) Double Click to get the following screen: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 27

28 Instructions In the initial screen, enter the values in the following fields: Field name Required User action and allowed values / Optional Order Type R Order Type to be entered using F4 Help. Func. Loc. O Functional Location can be entered where you want to do maintenance Equipment O Equipment can be entered on which you want to do Maintenance. Plng Plant R Plant which will plan the activities for the maintenance will be entered. (Note: On the above table, in column R/O ; R = required, O = Optional) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 28

29 When you press the F4 on the Order type the following different types of order type will come: Select the order type as required and enter the functional location and equipment and press enter Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 29

30 On screen Create Maintenance Order: Initial Screen, enter information in the fields as specified in the below table: Field name Required User action and allowed values / Optional Short Text R The Notification short text will get copied into this field, depending on the origin of the Maintenance Order can be changed. In the direct creation of Maintenance Order the short text will have to be entered. Long Text O The Notification long text will get copied into this field, depending on the Origin of the Maintenance Order and can be changed, In case of direct creation the Long text, if required will have to be entered. Main work R Center The Maintenance Work Center will get copied from the Maintenance Notification, or Master data of the Selected technical object and it can be Changed. Estimated Cost O If cumulative estimate for all the Resources are to be entered use this field, otherwise leave this field blank. Basic Start Date R Basic Start Date proposed by the system based on priority and can be changed. Order Finish R Enter proposed finish Date Date Notification O Notification which is to be converted to Maintenance Order (Automatically taken if prepared against the notification). (Note: On the above table, in column R/O ; R = required, O = Optional) When you press enter following screen occurs for creating the order: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 30

31 On Tab Operation, some of the fields will be filled in with information from. The Notification Master and in addition to this you have to fill following field. Field name Operation Number Required / Optional R User action and allowed values Operation Number of the Maintenance Order Wok Center R Operation of Maintenance Work Center. Work Center will be copied From Notification if order is created through notification. Control Key R Control Key PM01 (For Internal Maintenance) or PM03 (For External Maintenance or AMC) (Note: On the above table, in column R/O ; R = required, O = Optional) Now go to the GOTO Assignments Funds Management and click on it as Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 31

32 shown below: After clicking on the Fund management, you will get the following sub-screen: Enter the commitment item as per the table: Department Commitment Item Description For Estate and Works MHR02-42 Estate Maintenance Department For Estate and Works MHR02-58 Repair & Maintenance of furniture repairs Furniture For All the departments and hostels MHR02-57 Repair & Maintenance of Equipment After entering the Commitment item, press Enter Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 32

33 Planning the Maintenance Order Planning a maintenance Order means identifying Operation and Planning resource requirement for each operation. Each Maintenance Order must have at least one operation. Thus system creates one operation by copying the short text of maintenance order as operation description at the time of the Maintenance Order. This description can be changed. Ideally there has to be at least one operation for internal Processing (Job done by Internal Employee) and one operation for external processing (job done by contractors) for each of the contractors working on that Maintenance Order. a) Operation for Internal Processing. Control Key for Internal Processing is PM01, which will appear by default. Enter / Modify short text. After entering the operations, go to the Components Tab and enter the material required to execute the work for the order and to rectify the problem. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 33

34 Field name Required User action and allowed values / Optional Component R Material Number (Material for Maintenance Order) Reqmt Qty R Required Quantity (Quantity of the material required to execute the work.) IC R Item Category (Item Category will be L if the material is already into the stock.) OpAc R Operation Account defines in which operation the material is used (Note: On the above table, in column R/O ; R = required, O = Optional) Now, save the order. You will get the following message: Now go to the main screen and enter the T-Code IW32 Change Order Screen as shown below and press enter: Now enter the order number and press Enter Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 34

35 Once you press enter, the Change order will come as shown: Now press the Cost button and the Planned cost will get calculated against the order. You can see the planned cost in the cost tab as shown: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 35

36 Now from here, the concern department responsible for carrying out the maintenance work will put the order in process by changing the user status and then finally release the order for processing by clicking on button. Once you press the release the button and save the order, the order will get released for processing and the costing. If order has been released and subsequently additional operations are entered for it, these are automatically released. Following activities can only be performed when order is released: Printing shop papers Withdrawing material Posting goods receipts Entering time completion confirmations Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 36

37 2.3 Issue of Material Against the order Trigger: Materials require to do maintenance job will be issued to Maintenance Order by Movement Type 261 and returning Material into store by Movement Type 262. BUSINESS PROCESS PROCEDURE OVERVIEW Issuing spare parts to maintenance order, it may be consumption or returnable spare parts. Output Results The output is a material document, which can contain accounting, profit center, and other financial postings. Comments Procedural Steps ID: MM Business process: Title: Inventory Management Goods Movement Goods Movement Transaction MIGO code: Menu path: Logistics Material Management Inventory Management Goods Movement Goods Movement (MIGO) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 37

38 Against this order, now the material will be issued by the store personnel so that the actual cost will be captured against the order. Tips and Tricks When a material used in maintenance from spare stock, it must be reference to a maintenance order or Cost Center. Field name Required User action and allowed values / Optional OK R/O Material Ok Tick Mark Material Qty R Material Quantity Unit of Measurement R Unit of Measurement Plant R Enter Plant Storage Location R Location of store (Note: On the above table, in column R/O ; R = required, O = Optional) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 38

39 Once you select the goods Issue for the drop down (Shown Highlighted) and enter the order Number, the following screen will come: Press Enter Select the Material Lines and click on OK if the material is correct and is as per the number. Also, enter the Storage Location also where the material is present in the stores and whether it belongs to the correct plant or not. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 39

40 After entering all the details above, click on the save button. You will get the following message. Now again go the IW32 T-code and check the actual cost against the order. As the material is issued against the order, you can now check the actual cost of the order. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 40

41 b) Operation for External Processing. Control Key for External Processing is PM03. Select an operation; Change the Control key to PM03 Once you write PM03 in control key and press enter, a pop up will come for entering external services parameters. Note: If any Maintenance Order created by 1st line Maintenance Personnel (Operation Person), is received at 2nd Line Maintenance Work Center, Main Work Center of such order has to be changed from Operation Work Center to Maintenance Work Center. Selection of services from Agreement. Field name Required User action and allowed values / Optional Material Group R Material Service Group Purchasing Group R Purchasing group (Note: On the above table, in column R/O ; R = required, O = Optional) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 41

42 Enter the details for the Material Group and Purch. Group directly or using F4 Selection help. After entering the details, press enter. Now select the particular operation line and click on the External Tab at the bottom. The following screen will come once you click on External Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 42

43 When a contract (outline Agreement) exits for the contractor and the services to be selected Press the Service Select up. Button. The following screen will pop In this pop select the From Purch. Document and click on click on the button the following selection screen will come: button. Once you Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 43

44 In this select the Pur. Order and enter. You will get the following screen: Here you can select the Purchase Order by giving the selections. You will get the list of Purchase Orders from where you can select the required purchase order. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 44

45 Once you select the purchase order, you will see the selected purchase order into the screen: Press Enter, you will get the details of the Purchase Order: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 45

46 Click on the Services Button. Once you click on the Services Button, the services will automatically come into the order. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 46

47 Now, save the order. You will get the following message: Now go to the main screen and enter the T-Code IW32 Change Order. Now enter the order number and press Enter Once you press enter, the Change order will come as shown: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 47

48 Now press the Cost button and the Planned cost will get calculated against the order. You can see the planned cost in the cost tab as shown: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 48

49 Now release the order for processing by clicking on button. Once you press the release the button and save the order, the order will get released for processing and the costing. Now against the order, we will create the Service Entry sheet so as to book the actual services captured and to book the actual cost against the order. 2.4 Acceptance of External Services Service entry sheet has to be filled for clearing the invoice Trigger: Requirement for recording services performed by service provider BUSINESS PROCESS PROCEDURE OVERVIEW This document describes the procedure for creating a service entry sheet. Within purchasing, this service entry sheet document is designed for the recording of the services that have been performed by the service provider. The service entry sheet is a list of all planned services that have actually been performed. It can also be used to lust and specify unplanned services that have been performed and whose precise scope and nature were unknown at time of planning phase. Output Results Service Entry Sheet Comments Tips and Tricks All service procured through Service Purchase order will be copied into the Service Entry Sheet. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 49

50 Procedural Steps ID: MM Business process: Title: Service Entry Sheet Service Entry Sheet Transaction ML81N code: Menu path: Logistics Material Management Service Entry Sheet Maintain (ML81N) Double click to get the following screen: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 50

51 Click on Button. The following pop-up will come: On screen Display Entry Sheet Screen, enter information in the fields as specified in the table below: Field name Required User action and allowed values / Optional Purchase Order R Purchase Order and Operation Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 51

52 (Note: On the above table, in column R/O ; R = required, O = Optional) Here in the Purchase Order field enter the Purchase Order number directly if you know it otherwise you can take the F4 help to enter the Purchase Order Number. Once you enter the purchase order number, press enter, you will get the following screen and here then click on the Create Button to create the service entry sheet against the Purchase Order. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 52

53 Fill up the following data in Accept Data Tab and press Enter: 1. Short Text 2. Reference 3. Doc. Text Also in The basic data tab, select the Acct Assgt cat. As F (Order) Select Serv. Selection The following screen will come. Press Enter, the following screen will come. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 53

54 Adopt service after selection by clicking on. Once you select the services, the services against the purchase will come into the Service Entry Sheet. From here if you want to consume the quantity than you can change that as highlighted, else you can take the complete quantity also. Also, give the Order Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 54

55 Number where you want to utilize the services and capture the cost of the order. Now release the service entry sheet by clicking on button. Once you press the release button and save the sheet, the service entry sheet will get released and the actual cost is booked against the order and the service entry sheet will be locked and un-editable further and will get accepted. After saving the Service Entry Sheet, go the main screen and go to the T-Code IW32 to check the actual cost against the order in the Costs Tab. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 55

56 Here we can see that the Actual cost of the work done against the order (through the external vendor) is captured and will be settled into the cost center of the order. Save the order. 2.5 Order Confirmation Time confirmation Trigger: Actual hours worked and materials used need to be recorded and posted to the PM order. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 56

57 Business Process Procedure Overview The actual hours worked per operation are recorded/ posted to the PM order via time confirmation. Any materials used may be posted at this time. Technical reporting to the notification may also be performed at this time. Output Results Time confirmed to PM order Comments Procedural Steps ID: PM Business process: Title: Plant Maintenance Order Time Confirmation Confirmation of the order Transaction IW41/ IW44 code: Menu path: Logistics Plant Maintenance Maintenance Processing Completion Confirmation Entry Individual Time Confirmation (IW41) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 57

58 Press Enter key or double click (with mouse Left key) to reach the following screen; Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 58

59 Press enter key to reach the following screen Select the operations to be confirmed and follow the menu path shown in the next screen Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 59

60 Click on the actual data following screen will appear Enter the operation Enter the start & end date with time confirm actual man hours Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 60

61 If we are doing final confirmation select the final confirmation box Click on clear open res. if no more materials are required against the reservation. If there is no remaining jobs tick the no remain work box click on right arrow key for next operation. Save the confirmation by clicking on. 2.6 Technical Completion of Maintenance Order Trigger: BUSINESS PROCESS PROCEDURE OVERVIEW When all the resource consumptions recorded and all the operations finally confirmed one can Technically Complete the Maintenance Order. Tips and Tricks All service procured through Service Purchase order will be copied into the Service Entry Sheet. Procedural Steps Access transaction by: Input Required Fields Change Maintenance Order Field Values/Comments Logistics Plant Maintenance Maintenance Processing Order Change ( IW32) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 61

62 Path to completion of Order Click on the technically complete button to complete the order so that the cost against the order can be settled into the cost center after doing settlement. Field name Reference Date Reference Time Required / Optional R R User action and allowed values Reference Date (Date of completion of Maintenance job) Reference Time (Time of completion of Maintenance job) (Note: On the above table, in column R/O ; R = required, O = Optional) Click Enter and the order will be technically completed. While completing technically system defaults current date & time but still it can be changed for past confirmations. Check status TECO Now when you again to the change order screen in the t-code IW32, you will not be able to edit the Order. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 62

63 Check the System Status during the various stages of Order Creation and Order Processing Status CRTD MANC NTUP NMAT PRC SETC REL TECO PCNF CNF Description Created Material Availability not checked Dates Not Updated No Material Components Pre-costed Settlement Rule Created Released Technically Completed Partial Confirmation Complete Confirmation Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 63

64 2.7 Order Settlement Trigger: BUSINESS PROCESS PROCEDURE OVERVIEW Order settlement is used to control costs and to identify where maximum costs are being incurred for maintenance. Costs associated with the maintenance work are assigned to Cost centers. Costs arising out of executing an order are initially collected on the order. These costs are then transferred to a receiver, for e.g. Cost center. The receiver of costs are specified in the order and settlement carried out at regular intervals. Output Results Cost settled to the PM Order Comments Procedural Steps ID: PM Business process: Title: Plant Maintenance Order Settlement Settlement of the order Transaction KO88 code: Menu path: Logistics Plant Maintenance Maintenance Processing Completion Individual Processing Settle (KO88) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 64

65 Press Enter key or double click (with mouse Left key) to reach the following screen; Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 65

66 Field name Required / Optional User action and allowed values Order R Order number for which you want to do the settlement. Settlement Period R The period for which you want to do the settlement (this period is as per the financial year of finance April- March) Posting Period R The period for which you want to do the posting (this period is as per the financial year of finance April- March) Fiscal Year R The year for which the settlement is performed. Check trans. Data R Tick Mark (Note: On the above table, in column R/O ; R = required, O = Optional) As the Financial year starts from April and ends in March, so we have to take Settlement Period and Posting Period accordingly as per the table. Month Settlement Period Posting Period April May June July August September October November December January February March For initially checking purpose, execute the settlement including the test run. You will get the following screen which shows the Processing mode as Test Run as highlighted in the screenshot: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 66

67 Now again go back, remove the tick mark from the Test Run and execute the settlement again. The following screen will come which shows the Processing Mode as Update Run as highlighted below which shows that the order is settled: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 67

68 2.8 Business Completion The business completion of an order is usually performed when no further costs are expected to be posted to the order. Click on completion of the order. button do the business An order can only have business completion when: It has been technically completed. It has been settled and the order balance is 0. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 68

69 No outstanding purchase orders (commitments) exist for it. All data that refers to the reference object of the maintenance order is available and correct All relevant data in the operations and sub-operations is available and correct The business completion function for an order defines the following information for the order: The order obtains the status Completed. It is indicated as fully completed. The order cannot receive any more postings, even for posting of costs. It is locked for all collective-processing changes. Business completion can be performed for: An individual order Several orders using collective processing Business completion of the order can also be cancelled. Once you do business completion, the order cannot be process further and the System status of the Order will be changed as: Status Description Change during which process (in reverse Order) CLSD Closed After doing Business Completion Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 69

70 3. Preventive Maintenance To ensure higher equipment availability and reliability, preventive maintenance plans are required for critical equipment s and systems. The preventive maintenance plans can generate PM order/notification /service Entry Sheet as per the pre-defined schedules, based on time elapsed or any other performance criteria. 3.1 Maintenance task lists Maintenance task lists describe a sequence of individual maintenance activities, which must be performed repeatedly within a company. In IITR we are using only one maintenance task list: i.e. General Maintenance Task List. ID: PM Business process: Title: Maintaining of Master data - General Maintenance Task List General Task List Transaction IA05 code: Menu path: Logistics Plant maintenance preventive maintenance Work scheduling task list General maintenance Task lists Create (IA05) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 70

71 Description: Use this transaction for creating & maintaining General task list Press Enter Key to get the following screen Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 71

72 The procedure to create the Task List is same as given in PM Master Data Manual. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 72

73 3.2 Maintenance Plan Maintenance plan describes the maintenance and inspection tasks to be performed at maintenance objects with the dates and scope of the tasks. Time-Based maintenance Plans In time-based maintenance planning maintenance is performed in specific cycles, for example, every Month, every two months or every six months. Maintenance Planning: Maintenance planning is done to describe the dates and scope of corrective maintenance and inspection activities at technical objects. This ensures that the technical objects are maintained on time and thereby function optimally. Based on analysis by the maintenance personnel, equipment s are identified, where planned maintenance needs to be carried out. Apart from the experience, maintenance person may refer manufactures recommendations and the history of the equipment to define the basis. The maintenance planner also needs to identify the units for the maintenance plans - time (weekly, monthly, yearly, etc.) or performance (every 100 running hours, every 10,000 shots etc.). For performance based maintenance plans, relevant measuring counter needs to be defined for the technical object and measurement readings need to be updated regularly. The maintenance planner decides the maintenance call objects for the plan. The call object can be maintenance order, notification or service entry sheet. Based on the selection, system generates a call object for a maintenance plan, when a maintenance call is due. The maintenance planner decides initially which call object is required. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 73

74 As mentioned earlier, maintenance plans can be single cycle, strategy based or multiple counters, as per the requirement of each equipment / functional location. Maintenance task lists shall be prepared for equipment s / functional location, as per the requirement. The task lists contains detailed sequence of activities to be performed, spares and estimated time required for completing the job. For the activities, which are common amongst group of equipment s, a general task list may be prepared. A maintenance plan includes the task list, maintenance strategy along with other scheduling parameters. Trigger: Need to prepare a sequence of activities that must be repeatedly performed within a company. BUSINESS PROCESS PROCEDURE OVERVIEW A Maintenance plan describes the dates and scope of the maintenance and inspection activities to be performed and can therefore be used to ensure that equipment run optimally. Output Results Maintenance Plan Created Comments For Preventive Maintenance Plan ID: PM Title: Maintenance Processing Maintenance Plan Business process: Preventive Maintenance Plan Transaction IP41 code: Menu path: Logistics Plant maintenance Preventive maintenance Maintenance Planning Maintenance Plan Create Single Cycle Plan (IP41) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 74

75 The following screen appears once you enter: Field name Maintenance Plan Category Required / Optional R User action and allowed values Select the call object to be generated through Maintenance Plan 1. Notification 2. Maintenance Order (Note: On the above table, in column R/O ; R = required, O = Optional) From the drop down menu of Maintenance Plan Category, select Maintenance order as shown: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 75

76 After selecting Maintenance Order, Press Enter, the following screen for creating the maintenance plan will occur: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 76

77 Field name Required / Optional User action and allowed values Maintenance Plan Maintenance Plan Description Description R Fill the maintenance plan cycle with its unit i.e. when we require the maintenance order to be Cycle/Unit R generated. As we select 2 week cycle then the order will generate every 2 weeks. Cycle Text O Text for the maintenance cycle Functional Location R/O Functional Location Number Equipment R/O Equipment Master Number Planning Plant R Plant Number Maintenance Planner Planner group which is going to take care for R Group the maintenance Order Type R Order Type of the Preventive Maintenance Main Work Centre R Work Center which will carry out the maintenance (Note: On the above table, in column R/O ; R = required, O = Optional) Now select the Task List which you have created by clicking on Button. The following screen appears: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 77

78 Now click on Button, you will find the list of all the task lists as below: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 78

79 Select the task list as per necessity and press enter or click on list will be selected in the Maintenance plan as shown: button. The last Now select the second tab as MAINTENANCE PLAN SCHEDULING PARAMETERS Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 79

80 Field name Shift Factor late Complete Tolerance for Late completion Call Horizon Scheduled Period Required / Optional O O O R User action and allowed values The shift factor in the event of late completion of a maintenance task defines the percentage of the shift to be applied to the calculation of the next date. It is only applied when the variance between target and actual date is outside the tolerance range. Interval between two operations As % of tolerance Fill percentage when the call to be come for maintenance. Eg: If cycle = 100days and call horizon = 90% means at the 90 th day we will receive the order for planning man and material required to complete the maintenance order. We will fill the maintenance planning scheduling parameters i.e. the time for which we will schedule this plan. Eg: If cycle set is 1 Year and scheduling period is 10 Years, then total 10 maintenance order will be generated with yearly cycle. (Note: On the above table, in column R/O ; R = required, O = Optional) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 80

81 Click on save button. 3.3 Maintenance Plan Scheduling Once the maintenance plans are created, then these plans are scheduled. It is important to input Start date or Starting counter reading in the individual maintenance plan. This date or counter reading decides the schedule dates Scheduling can be done manually as well as by system. It is recommended to do the scheduling by system to avoid manual errors. Whenever a schedule falls due, the system creates a maintenance order, notification or service entry sheet depending on definition of the call object of the plan Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 81

82 The maintenance planner shall schedule the maintenance plan. Before the call objects are created by the system, maintenance planner may manually call the job or skip the job, depending on the situation. If the call object is a maintenance order, then maintenance planner shall release it manually after checking the order. There is provision in the system to shift the next scheduled maintenance date of a maintenance plan, if there is considerable delay in completing the order or the orders are completed much ahead of the schedule. These tolerance ranges for shifting can be decided while defining maintenance plan by the maintenance planner depending on the nature of the job. Trigger: Need to prepare a sequence of activities that must be repeatedly performed within a company. BUSINESS PROCESS PROCEDURE OVERVIEW Scheduling a maintenance plan generates maintenance call object (for example, maintenance orders or service Entry Sheet) for the defined cycles. Tips and Tricks When you schedule a maintenance plan for the first time, the start date entered triggers the maintenance cycle. The following special features are valid for the start date: If you enter the start date in the scheduling parameters, then you can start the automatic deadline monitoring (parameters to execute the program at the background) directly for the maintenance plan. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 82

83 For Maintenance Plan Scheduling ID: PM Title: Preventive Maintenance Scheduling Business process: Maintenance Plan Scheduling Transaction IP10/ IP30 code: Menu path: Logistics Plant maintenance Preventive maintenance Maintenance Planning Maintenance Plans Schedule (IP10) Double click and the following screen appears. After entering the maintenance plan number, press enter The following screen appears: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 83

84 Now click on the start button. Field name Required User action and allowed values / Optional Start Cycle Date R Date from which the plan is to be scheduled (Note: On the above table, in column R/O ; R = required, O = Optional) The system will ask for the start date of the Maintenance Plan cycle. Enter the date and press enter. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 84

85 After pressing enter the scheduling of the maintenance plan orders will occur as per the parameters. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 85

86 Once the Plan date comes, the order is automatically created on the planned date and the user needs to release and execute the order as per the procedures shown above. 3.4 Overview of Maintenance Plan Trigger: BUSINESS PROCESS PROCEDURE OVERVIEW To obtain an overview of the maintenance calls and maintenance call objects (for example, maintenance orders), you can display and edit the scheduling overviews. Tips and Tricks The call history provides you with an overview of the calls, which the system has generated for a maintenance plan using the scheduling function. This overview displays both scheduled and manual call dates. For Maintenance Plan Scheduling Overview ID: PM Title: Preventive Maintenance Scheduling Overview Business process: Maintenance Plan Scheduling Overview Transaction IP24 code: Menu path: Logistics Plant maintenance Preventive maintenance Maintenance Planning Maintenance Plans Notifications Scheduling Overview Lists (IP24) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 86

87 Field name Required User action and allowed values / Optional Maintenance Plan O Maintenance Plan Number (Note: On the above table, in column R/O ; R = required, O = Optional) Following Report will be available. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 87

88 We can select the order number from this list and can do the further processing on the order as per the requirement. Also, all the tasks which are assigned in the task list which is further assigned to the maintenance plan will automatically come into the maintenance order in the operations tab from where they can be further processed. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 88

89 4. Calibration Maintenance Test equipment is used for performing quality inspections. In order to ensure that the equipment used always fulfils the defined performance criteria, we have to regularly test and calibrate these equipment s. Using the functions in the component Equipment Management, we can manage equipment data, plan and schedule inspections, and perform calibration inspections for the equipment. 4.1 Equipment Task lists Task Lists Task list is defined as the set of work instructions that will help a maintenance planner schedule his day-to-day job in a predefined manner Maintenance task lists describe a sequence of individual maintenance activities, which must be performed repeatedly within a company. Task lists are used to standardize these recurring work sequences and to plan them more effectively. Task lists can be grouped, for example in to two groups - "Inspection" and "Mechanical Repairs". Equipment Maintenance Task List Equipment task lists have a specific link to a piece of equipment. Using equipment task lists, you can centrally define and manage maintenance tasks for your pieces of equipment. Equipment task lists can also help you to prepare maintenance plans and orders. Trigger: Need to prepare a sequence of activities that must be repeatedly performed within a company. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 89

90 BUSINESS PROCESS PROCEDURE OVERVIEW Equipment Maintenance task lists describe a sequence of individual maintenance activities which must be repeatedly performed within a company. They are used to standardize repetitive work processes, to plan them more effectively, and to save time when creating maintenance orders and maintenance plans. Output Results Equipment Task List created Comments For Equipment Task Lists ID: PM Business process: Title: Maintaining of Master data - Equipment Task List Equipment Task List Transaction IA01 code: Menu path: Logistics Plant maintenance preventive maintenance Work scheduling task list For Equipment Create (IA01) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 90

91 Description: Use this transaction for creating & maintaining Equipment task list. Press Enter Key to get the following screen Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 91

92 Field name Required User action and allowed values / Optional Key date R Date from which the task list is to be used (Note: On the above table, in column R/O ; R = required, O = Optional) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 92

93 Enter the field value according to the following table Field name Required User action and allowed values / Optional Group CNTR R System defaults grp cntr is to be entered Work Center R Select responsible work center from the list Usage Select 4 for plant maintenance R Status Select 2 for Released for Order or 4 for Released (General) R Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 93

94 Inspection Points R/O If the Task list for the inspection purpose, then we need to assign the inspection point to the Task list else for the general purpose, the inspection point is not required. (Note: On the above table, in column R/O ; R = required, O = Optional) Click on the button. Following screen can be viewed In the initial screen, enter the values in the following fields: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 94

95 Field name Required User action and allowed values / Optional Work center R Select work center Plant code R Define plant code like for Civil Engineering= 0406 Ctrl key R Pm 01 for internal operations & PM 03 for external operations Operation description O Describe the operation to be carried out Work O System will automatically calculate by calculation key UN O Unit of measurement for mh NO O No of persons required to perform the activity Duration O Duration of Operation Unit O Unit of measurement for duration C O Calculation key 2 ( for calculating duration ) (Note: On the above table, in column R/O ; R = required, O = Optional) Repeat the same above operation for required no of activities For INSPECTION TASK LIST Select the Operation and then click on for that activity. tab for assigning the required The following screen will occur once you click on Insp. Char tab. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 95

96 Field name Required User action and allowed values / Optional Master Insp. Char. R Give the MIC Name (Note: On the above table, in column R/O ; R = required, O = Optional) Press Enter, you will get the following screen Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 96

97 Field name Required / Optional User action and allowed values Target Value R Target value for the MIC Lower Specf. Limit R Lower Upper Specf. Limit R Date from which the task list is to be used (Note: On the above table, in column R/O ; R = required, O = Optional) Press Enter after entering all the details as shown above, the following screen will come: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 97

98 Field name Required / Optional User action and allowed values Sampling Procedure R Give the Procedure Name (here as Test for PM) (Note: On the above table, in column R/O ; R = required, O = Optional) The following screen will come once you press enter: Click on to save the task list. You will get the message. Now after this scheduling of the Maintenance Plan will take place as shown earlier. We can take the order number from IP24 Maintenance Plan List overview or we can take it from IW32 by searching using F4 Help. Also, for the calibration type of maintenance plans, the Order Type will be ZPM6. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 98

99 4.2 Calibration Order Processing Trigger: BUSINESS PROCESS PROCEDURE OVERVIEW A Maintenance Order can be used to plan execution of maintenance task, monitor the work progress and allocates the costs for maintenance tasks. Here, a maintenance order will be created for the calibration purpose either through Maintenance Plan or through direct assignment of the Task List to the Order. Input Required Fields Order Number if generated through the Maintenance Plan Order Number Comments Output Results The output is a Maintenance order document, by which the acceptance decision on the equipment based on the Inspection/ Calibration results. Comments Procedural Steps ID: PM Title: Processing Order Creation/ Changing Business process: Transaction code: IW31, IW32, IW33, IW38, IW39 Calibration Order Menu path: Logistics Plant maintenance Maintenance Processing Order Change (IW32) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 99

100 Double Click and you will get the following screen for change Order: Field name Required User action and allowed values / Optional Order Number R Order Number for Calibration Maintenance (Note: On the above table, in column R/O ; R = required, O = Optional) Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 100

101 Press enter and you will get the following screen: Now put the order in Process by changing the user status from CRTD to INPR. Click on Release button by clicking on Button and save the order. Now again to the order by giving Order Number, you will get the following screen with the Inspection lot button near the Order description. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 101

102 When you click on the inspection lot generated icon, you will have the following screen for Display Usage Decision. From here not down the Inspection Lot Number. Now press the back button and save the order. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 102

103 4.3 Inspection Lot Selection Trigger: BUSINESS PROCESS PROCEDURE OVERVIEW Inspection lots are documented by an inspection lot record in the SAP system. Information in the inspection lot record is compared against pre-defined specifications for the material, which helps the Lab person to take decision whether to accept or reject or do adjustment in the Equipment. Order for a quality inspection of a specific quantity of a location product, where the processing of the quality inspection and inspection lot takes place. Input Required Fields Inspection Lot Number Comments Output Results The inspection test results will be decided and the usage decision for the equipment can be taken. Comments Procedural Steps ID: PM Title: Inspection Processing Inspection Lot Business process: Inspection Lot Result Recording and Usage Decision Transaction QA32, QA33 code: Menu path: Logistics Plant maintenance Maintenance Processing Order Inspection Processing Worklist Change Data (QA32) Press Enter and you will get the following screen: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 103

104 Field name Required / Optional User action and allowed values Lot Created on R/O Give the date from which you want to check Select only inspection lots without usage decision R the number of Inspection Lots generated Select the radio button which will give only those lots for which usage decision is not done. (Note: On the above table, in column R/O ; R = required, O = Optional) Click on execute button, you will get the list of all the inspection lots for which the usage decision has not been done in the particular interval of date. Check the inspection lot number what we have taken from the Calibration Order. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 104

105 Select the line and click on the Results button screen:. You will get the following Once you click on the button, the equipment number assigned to the Inspection Lot will automatically come as shown below: Now press Enter and you will get the following screen: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 105

106 Field name Required User action and allowed values / Optional Result R The result obtained while doing the reading check using the TEST equipment. Attribute O The attribute for the result (Here we will take Estimated for average of multiple readings). (Note: On the above table, in column R/O ; R = required, O = Optional) After entering the values, save the Inspection Lot results. Now from the below screen, after selecting the Inspection Lot Number Line again, click on button. The following screen will come: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 106

107 Now enter the Usage Decision Details, in the below Usage Decision sub-screen by pressing F4 on the UD Code and select the Usage Decision for the Equipment from the list shown below: Once you click on Accepted and press enter, the following Usage Decision Screen will come: Save the Inspection Lot. You will get the following message: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 107

108 Now when you again go back to the Change Order Screen, and give the Order Number and click on the inspection lot icon, you will get the details of the results recorded and the Usage Decision taken as shown below: Now, you can save do the time confirmation of the order using IW41 and then Technically Complete (TECO) the order by clicking on button in IW32. And then settle the order using KO88 and finally do the business completion using IW32. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 108