PROJECT ADVAITA SAP IMPLEMENTATION IIT ROORKEE USER MANUAL Complaint Notification MODULE: PLANT MAINTENANCE Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 1
Table of Contents Lesson 1: Overview of SAP Plant Maintenance Notifications... 3 Lesson 2: Terms and Concepts... 4 1. Notification Creation... 5 2. Order Creation... Error! Bookmark not defined. 2.1 Order Creation with Notification... Error! Bookmark not defined. 2.2 Order Creation without Notification... Error! Bookmark not defined. 2.3 Issue of Material Against the order... Error! Bookmark not defined. 2.4 Acceptance of External Services... Error! Bookmark not defined. 2.5 Order Confirmation... Error! Bookmark not defined. 2.6 Technical Completion of Maintenance Order... Error! Bookmark not defined. 2.7 Order Settlement... Error! Bookmark not defined. 2.8 Business Completion... Error! Bookmark not defined. 3. Preventive Maintenance... Error! Bookmark not defined. 3.1 Maintenance task lists... Error! Bookmark not defined. 3.2 Maintenance Plan... Error! Bookmark not defined. 3.3 Maintenance Plan Scheduling... Error! Bookmark not defined. 3.4 Overview of Maintenance Plan... Error! Bookmark not defined. 4. Calibration Maintenance... Error! Bookmark not defined. 4.1 Equipment Task lists... Error! Bookmark not defined. 4.2 Calibration Order Processing... Error! Bookmark not defined. 4.3 Inspection Lot Selection... Error! Bookmark not defined. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 2
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
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
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
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. 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. 3. 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. 4. Telephone Exchange (TE) This type is maintenance that will fix something that is related to telephone exchange and needs to be fixed. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 6
5. 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
Double click and you will get the following screen: Put the cursor on the Notification Type field and press F4, Press F4 When you Press F4, the following screen will appear Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 8
Select the required Notification Type and Press F4. The Following Initial Screen of Creating the Notification Type will appear: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 9
Functional Location Position For Residences Identify the Reference object, which is malfunction (trouble), this can be a functional location for all the residences or for the department buildings where the problem is there. Press F4 after clicking on the Functional Location position. The following screen occurs: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 10
Click here and change the selection to Structural Display The following screen occurs: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 11
For residences write RES and click on residence. button from where you can select the For Departments, enter the department code and click on execute from where you can give the exact location. From the structure the exact location or residence where you want to do the maintenance. Select the required equipment and click on The data corresponding to the selected functional location/ equipment will be automatically filled in the notification screen as shown: Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 12
Change the user status from selecting the user status button and select the SUBMIT TO E&W Status if it for the residence from the list as shown: If it is from the department, then the OC In charge needs to submit to the HOD first and then only the notification will be processed further. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 13
After selecting the Status click on. For Residences, once you select the Submit to E&W, click on notification in process so that the work can be carried out further. button to put the For Departments: click on further. button only so that the notification can be processed Click on button, so that the complaint will be saved and note down the notification number which will be unique and will be same till the problem is resolved. Date: 30 th July 2016 Prepared By: Anshul Chelawat Page Number : 14