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TRANSCRIPT
EHP6 for SAP ERP 6.0
July 2012
English
Corrective Maintenance (D56)
SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany
Business Process Documentation
SAP Best Practices Corrective Maintenance (D56): BPD
© SAP AG Page 2 of 23
Copyright
© 2012 SAP AG. All rights reserved.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.
Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company.
Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company.
All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.
These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
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Icons
Icon Meaning
Caution
Example
Comment
Recommendation
Syntax
External Process
Business Process Alternative/Decision Choice
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names, program names, Transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.
Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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Contents
1 Purpose ................................................................................................................................... 5
2 Prerequisites............................................................................................................................ 5
2.1 Master Data and Organizational Data .............................................................................. 5
2.2 Roles ................................................................................................................................ 6
2.3 Preliminary Steps ............................................................................................................. 8
3 Process Overview Table ......................................................................................................... 9
4 Process Steps ....................................................................................................................... 10
4.1 Equipment Operator ....................................................................................................... 10
4.2 Maintenance Planner ..................................................................................................... 12
4.3 Mining Maintenance Worker .......................................................................................... 18
4.4 Settling the Maintenance Order ..................................................................................... 22
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Corrective Maintenance
1 Purpose
The corrective maintenance scenario comprises all other maintenance scenarios for it contains all the fundamental process steps followed whenever maintenance is performed. Both the preventive maintenance and rotable management scenarios link into the corrective maintenance scenario and incorporates many of its process steps. The maintenance cost budgeting scenario relies on the history created by the corrective maintenance scenario when predicting budget requirements not derived from the preventive maintenance scenario.
The purpose of this scenario is to demonstrate the process of corrective maintenance. The corrective maintenance process demonstrates how and when:
A user logs a notification in the SAP System to request maintenance to repair defective equipment.
A planner creates, plans, and schedules a maintenance work order.
An engineer performs the maintenance work having received the work order, and captures the feedback.
An authorized person approves and completes the work.
The corrective maintenance process further demonstrates how and when:
The materials management process issues stocked spares and procures non-stock items.
Preventive maintenance notifications and work orders enter the process.
The maintenance costs are reflected on the order and settled to the relevant cost center.
2 Prerequisites
2.1 Master Data and Organizational Data Default Values
The organizational structure and master data of your company was created in your ERP system during implementation. The organizational structure reflects the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the operational focus of your company
The business process is enabled with this organization-specific master data, examples are provided in the next section.
Operational Focus
SAP Best Practices delivers standard values for more than one operational focus area, such as Services, Manufacturing, or Trade. This means that you may find more than one master data table below. Use the master data that matches the operational focus of your company (Services, Manufacturing, or Trade).
Additional Default Values
You can test the scenario with other SAP Best Practices default values that have the same characteristics.
Check your SAP ECC system to find out which other material master data exists.
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Using Your Own Master Data
You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.
CAP
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 3000
Main work Center 30000002
Storage Location 3008
Material(s) B10, B103
DAIRIES
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 4000
Main work Center 40000006
Storage Location 4003
Material(s) ELE0002, ELE0004
SNACKS
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 4100
Main work Center 41000002
Storage Location 4100
Material(s) ELE-C0007, ELE-C0008
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SWAN
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 4010
Main work Center 41000004
Storage Location 4013
Material(s) ACT002, ACT003
GCL
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 5000
Main work Center 50000003
Storage Location 5028
Material(s) SPAEN1002, SPAEN1004
2.2 Roles
Use The following roles must have already been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.
Prerequisites The Business roles have been assigned to the user who is testing this scenario.
Business role Technical Name Process Step
Logistics Worker SAP_NBPR_LOGISTICSWORKER_MIN_S
Generic EAM Functions SAP_COCKPIT_EAMS_GENERIC_FUNC2
Maintenance Worker SAP_COCKPIT_EAMS_MAINT_WORKER2
Product Cost Controller SAP_NBPR_PRDCOST_CONTRLR_S
Maintenance Planner SAP_NBPR_EAMPLANNER_MIN_S
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2.2.1 Defining Queries for Personal Object Worklist (POWL) The following queries must be defined to test this scenario in the SAP NetWeaver Business Client (NWBC). You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.
The queries are necessary to access role specific worklists in the SAP NetWeaver Business Client (NWBC).
For more information on the creation of queries, see the section Creation of Queries in Personal Object Working Lists (POWLs) in the Quick Guide to Implementing the SAP Best Practices Baseline Package (AU) document.
Business role
Application
Object Type
Variant Name
Variant Selections
Selection Criteria Query Name
Maintenance Worker
Checking Job list and Processing
Jobs - - Start Date Calculated From: Today To: Today Plus 7 Day(s)
End Date Calculated From: Today To: Today Plus 7 Day(s)
Job List - Default
Maintenance Worker
Confirming the Planed Work
Confirmation
- - - Confirmation List - Defualt
2.3 Preliminary Steps To run through this scenario, the materials must be available in stock.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Materials Management Inventory Management
Goods Movement Goods Movement (MIGO)
Transaction code MIGO
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Logistics Worker
(SAP_NBPR_LOGISTICSWORKER_MIN_S)
Business role menu Logistics Receiving Process Order Goods Movement
2. On the initial screen, make the following entries:
Field name Description User action and values Comment
Business Transaction
A01 – Goods
Receipt Select A01 – Goods Receipt from the 1
st Drop-Down
Menu
Business Transaction
R10 – Other Select R10 – Other from the 2
nd Drop-Down Menu
Init.entry of stBal. 561 561 – Receipt per initial entry of stock balances into unr.-use(Movement Type)
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3. Choose Enter.
4. On the Goods Receipt Other screen, choose Material tab page, make the following entry and choose Enter:
Field name Description User action and values Comment
Material <as given above> YMM_ENG_BERNG
5. Choose Quantity tab page, make the following entry and choose Enter:
Field name Description User action and values Comment
Qty in Unit of Entry
10
6. Choose Where tab page, make the following entries and choose Enter:
Field name Description User action and values
Comment
Plant < as given above
>
Storage Location < as given above
>
7. Choose Post.
Result The quantity of 10 has been posted.
3 Process Overview Table
Process Step
Business Condition
Business role Transaction code
Expected Results
Equipment Operator
Entering a Maintenance Notification
SAP_COCKPIT_EAMS_GENERIC_FUNC2 IH01
The maintenance notification has been created.
Maintenance Planner
Reviewing Notification
SAP_NBPR_EAMPLANNER_MIN_S IW22
The maintenance notification has been reviewed and approved on the system.
Converting Notification into a Maintenance Order
SAP_NBPR_EAMPLANNER_MIN_S IW22
The maintenance order has been created.
Reviewing and Assigning Available Task List
SAP_NBPR_EAMPLANNER_MIN_S IW32
The planning of the maintenance order has been performed.
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Process Step
Business Condition
Business role Transaction code
Expected Results
Reviewing Work Order Cost
SAP_NBPR_EAMPLANNER_MIN_S IW32
Work Order Costs have been reviewed.
Issuing of Permits
SAP_NBPR_EAMPLANNER_MIN_S IW32
The Cost has been approved.
Mining Maintenance Worker
Scheduling
CM25 The schedule has been adjusted.
Checking Schedule
IW32 The schedule has been created.
Execution IW32
MIGO The materials have been issued
Feedback and Completion
IW41
IW32
Settle the Maintenance Order
SAP_NBPR_PRDCOST_CONTRLR_S KO88
SAP_NBPR_EAMPLANNER_MIN_S IW32
Maintenance order has been settled.
4 Process Steps
4.1 Equipment Operator
4.1.1 Entering a Maintenance Notification
Use Record ad hoc maintenance request/event in the system.
1) Choose the correct equipment.
2) Ensure creation of the notification with the correct notification type.
3) Define/describe the problem.
4) Ensure the correct main work center is specified (linked to functional location).
Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Management of Technical
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Objects Functional Location Structural Display
Transaction code IH01
Business role Maintenance Planner
Business role menu Maintenance Planner Management of Technical Objects
Functional Locations Functional Location structure
2. On the Functional Location Structure: Selection screen, enter the following data:
3. In the Functional Location field, choose the button or press F4.
4. In the Functional Location dialog box, select the Cost Center tab.
5. Input your maintenance plant and press Enter
6. Select any Functional Location by double clicking on it
Field name Description User action and values Comment
Functional Location <any functional
location>
Display Levels Below 10
Equipment installed X
BOM explosion X
7. Keep other fields as default.
8. Choose Execute.
The hierarchical technical structure is displayed. Comment the BOMS and equipment installed on the structure.
9. On the Functional Location Structure: Structure List screen, highlight any equipment and
choose Goto Create notification Maintenance request from the menu bar.
Creation of the notification via the technical structure ensures that maintenance personnel are familiar with maintenance technical structure and most importantly that the notification is created against the correct technical object.
In case there are any notifications or maintenance orders that have been previously created against the above-mentioned engine, Object Information window automatically pops up. This helps you avoid creating duplicate notifications or work orders.
10. On the Create PM Notification: Maintenance Request screen, next to the Notification field, enter Haul truck engine is leaking as notification description.
11. Choose Create text next to the description field.
12. Populate any detailed description of the problem on the Change long text on PM notification: %XXXXXXXXXXX Language EN screen.
This can also be maintained on the Subject sub-screen under the Notification tab.
13. Choose Back.
14. Under the Notification tab, on the Responsibilities sub-screen, Reported by field, enter the user name, for example: MOKGOTHU.
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15. On the Start/End Dates sub-screen, in the Priority field, choose 2-High from the drop down list.
16. Choose Save.
17. Accept any information or warning message, for example, Do you want to specify new dates?
18. Record the Notification number shown on the left bottom corner of the screen:_____________
19. Choose Back.
Result The maintenance notification has been created.
4.2 Maintenance Planner
4.2.1 Reviewing Notification
Use An authorized person reviews the notification to ensure validity, accuracy and completeness of the information entered.
1) Ensure request validity.
2) Ensure data completeness.
3) Ensure data correctness.
4) Decide on next action.
Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Notification Change
Transaction code IW22
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Notification Change PM Notification
2. On the Change PM Notification: Initial Screen, in the Notification field, input the notification number recorded before.
The system normally defaults the last created notification.
3. Choose Enter.
4. On the Change PM Notification: Maintenance Request screen, ensure the information of the notification.
The approver should make a decision whether to approve, reject or put a maintenance request on hold based on criticality and seriousness of the problem.
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This would typically be done after the field inspection has been performed. The approval of notification can also be handled via Workflow but this has not been set for this scenario.
5. On the Notification tab page, Reference object area, click on the Object info… button next to the Assembly field to check if already other notifications or maintenance order with the same issue have been reported.
6. A little pop-up screen Object Information will come up and indicate how many notifications or work order already exists for this particular equipment. Close the pop-up window by choosing Continue (Enter).
7. Set the status to Approved once all information has been verified by clicking on the Set Status icon which is at the end of the Notific. Status line.
8. Choose status 03 APPR Notification Approved on the pop-up screen Set User Status.
9. Choose Back (Enter) to close the pop-up screen.
10. Choose Save (Ctrl+S) to save the notification.
Result The maintenance notification has been reviewed and approved on the system.
4.2.2 Converting Notification into a Maintenance Order
Use As shown on the above process flow, in case there is already an existing open work order handling this maintenance job, then the created notification must be linked to this existing work order. For this scenario, it is assumed that there is no open work order for this job. We will then proceed to create a work order.
Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Notification Change
Transaction code IW22
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Notification Change PM Notification
2. On the Change PM Notification: Initial Screen, in the Notification field, input the notification number recorded before.
3. Choose Notification.
4. On the Change PM Notification: Maintenance Request screen, proceed to create a maintenance order by choosing Create next to the Order field.
5. The Create Order screen pops up. The default Order Type is proposed PM01 defaults. The Main work center, plant and the Planning plant are copied from the functional location at which this equipment is installed. If not copied please enter the work center given to you above
6. Choose Continue (Enter) to proceed.
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The maintenance order description is copied from the notification description, which can be changed if in change mode. If the object information about the existing orders pops up, choose Enter to continue.
If information about working date appears, choose Enter to confirm.
7. Choose Continue (Enter) on the popup window Object Information.
8. On the Create Maintenance order: Central Header screen, choose Save.
9. Record the Work Order Number shown on the bottom left corner of the screen:_____________
4.2.3 Creating Task List
Use The purpose of this activity is to create and maintain task lists.
Procedure 1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance Work
Scheduling Task Lists General Maintenance Task Lists Create
Transaction code IA05
Business Role Generic EAM functions
Business Role Menu Generic EAM functions Create General Task List
2. On the Create General Task List: Initial Screen, choose Enter.
3. On the Create General Task List: Header General View screen, make the following data:
Field name Description User action and values Note
Description EXCAVATOR 320 PM SERVICE
Planning plant <your planning plant>
Work center <your work center>
Usage 4
Planner group PMA
Status 4
System Condition 0
Maintenance strategy UACHR
Deletion flag
4. Choose Operation overview.
5. On the Create General Task List: Operation Overview screen, make the following entries:
Operation Description Work Un. No. Duration Un.
EXCAVATOR 320C 250H Service
6 HR 3 2 HR
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Operation Description Work Un. No. Duration Un.
EXCAVATOR 320C 500H Service
12 HR 3 4 HR
6. Choose Select all and choose Components.
7. On the General maintenance task list Create: Component Overview screen, enter your material, quantity 1, and choose Next operation for each operation. Choose Go Back
8. After you finished Components adding for each operation, choose Back and choose MntPack.
9. On the Create General Task List: Maintenance Package Overview screen, tick all available packages for the task list.
10. Choose Save.
11. Note your task list number
12. Choose Back.
Result Task lists have been created and maintained.
4.2.4 Reviewing and Assigning Available Task List
Use The purpose of this activity is to assign a relevant task list to the work order. This optimizes the work order planning process because the both operations and components details are automatically copied from the task list to the work order.
Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Change PM Order
2. On the Change Order: Initial Screen, input the order number recorded before.
The system normally defaults the last created order.
3. Choose Enter.
4. On the Change Maintenance order 4XXXXXX: Central Header screen, open the Operations
tab of the work order, to view and copy the relevant task lists, choose Extras Task List
Selection General task lists from menu bar. Say No to the statement “Should operation be deleted” if it pops up.
5. On the Display Task Lists: Task List Selection screen
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6. Choose Execute.
7. Select your task list from the task lists displayed and click enter.
8. Choose Copy all on the Operation select. window to copy all operations with attached components to the work order.
9. On the Change Maintenance order 4XXXXXX: Operation Overview screen, choose Components tab to view the component(s) that have been copied from the task list to the order.
10. Enter your storage location for all items.
The user can delete, add other operation or change the quantity of the components if you want to, but for this scenario, none of the changes will be made on the Components tab and Operations tab.
11. After completing planning, set the maintenance order user status as Planning Performed by choosing Set user status and then setting the status PLND – Planning Performed.
12. Choose Back (Enter) in the Set User Status dialog box.
13. Choose Save.
Result The planning of the maintenance order has been performed.
4.2.5 Reviewing Work Order Cost
Use Review the estimated cost of the maintenance work, as derived from the planning, to determine if it is realistic and justified. Besides, evaluate the impact on the budget.
1) Review and evaluate the cost of the maintenance work.
2) Review and evaluate the effect on the maintenance / cost center budget.
The total planned costs of the work order must be reviewed and assessed.
Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Change PM Order
2. On the Change Order: Initial Screen, input the Order number recorded before.
3. Choose Enter.
4. On the Change Maintenance order 4XXXXXX: Central Header screen, choose Costs Tab.
5. Choose Determine costs (Ctrl+F5) to compute and display planned costs of the maintenance order.
6. Press enter for any messages displayed
7. To review the costs for the operations chooseRep.Plan/Act.
8. On the Plan/Actual Comparison screen you can see thematerial costs.
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9. Choose Back and Save after you have reviewed the details.
Result Work Order Costs have been reviewed.
4.2.6 Issuing of Permits
Use Issue permits:
Indicate that the maintenance work and its cost are approved.
Release work order:
Release work order to put it in process. Generate purchase requisitions (goods & services). Generate reservations. Ready for scheduling.
Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Change PM Order
2. On the Change Order: Initial Screen, input the Order number recorded before.
3. Choose Enter.
4. On the Change Maintenance order 4XXXXXX: Central Header screen, choose Costs Tab.
5. Assume that the planned costs are acceptable.
6. To assign the permit, choose the Permits… (Ctrl+F8).
7. In the Order – Assign and Issue Permits dialog box, in the Permit field, enter ENG_CERTIF permit and choose Enter.
Now this permit must be issued first before a permit can be used. Typically in a business environment, the same user would not have authorization to assign and issue the permit.
8. Highlight the permit and choose Issue (F6).
9. Choose Continue (Ctrl+S) to close the dialog box.
10. Choose Release (Ctrl+F1).
11. Save the order
12. To print this maintenance order, choose Order Print Order Total from the menu bar.
13. Enter your order number and press Enter
14. Highlight 2030 (Job Ticket)
15. In the Output Device Field, Enter LP01
16. choose Print Preview.
Result The costs have been approved.
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4.3 Mining Maintenance Worker
4.3.1 Scheduling Schedule the labor capacity.
Use In reality, the work order processor must verify if there is sufficient labor capacity available on the date when the job is scheduled to be executed or not. Then just schedule the job on the date when the labor capacity is available.
Procedure 1. Access the activity using the following navigation option:
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Capacity Requirements Planning Leveling Variable
Transaction code CM25
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Shift Planning Capacity Leveling Variable Access
2. On the Profile screen that appears, input SAPPM_G001 in the Overall profile field.
3. Choose Continue (Enter).
4. On the Capacity Leveling screen, enter the following data and choose Enter:
Field name Description User action and values Comment
Work center <your work center>
Plant <your plant>
5. Choose Execute.
For example, schedule the maintenance order on 15 April 2012, just check the boxes on that day and choose on Dispatch Manually.
6. On the Period Requirements per Resource screen, choose checkbox of today’s date, choose the operations of the recorded order, maybe need to page down to find the current order.
7. Choose Dispatch Manually (Shift+F5) at the top of the screen.
8. In the Dispatch Manually window pops up, choose the right work center and then choose Dispatch Manually (F8).
9. The Basic Start date and Basic finish date of the maintenance order will be adjusted accordingly.
10. Choose Save.
But for this example, it is not going to change the Basic Start and Basic Finish Date of the maintenance order.
Result The schedule has been adjusted.
4.3.2 Checking Schedule
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Use The purpose of this activity is to check the schedule of the labor capacity.
Procedure
1. Access the transaction using the following navigation option:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Change PM Order
2. On the Change Order: Initial Screen, in the Order field, input the order number recorded before.
3. Choose Enter.
4. On the Change Maintenance order 4XXXXXX: Central Header screen, choose Material availability, overall (Ctrl+F9) to verify if all the required spare parts are available. The message indicating that the required material is available appears at the bottom of the screen.
5. After completing the scheduling, choose Set user status at the end of Sys.Status line.
6. In the Set User Status dialog box, choose SCHD Scheduled to set the maintenance order user status to Scheduled.
7. Choose Back (Enter).
8. Choose Save.
Result The schedule has been created.
4.3.3 Execution
Use The purpose of this activity is to execute the maintenance order.
Procedure 1. Access the transaction using the following navigation option:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Change PM Order
2. On the Change Order: Initial Screen, enter order number and choose Enter.
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3. To check the generated reservation number, choose Gen.Data on the Components tab.
4. Record the Reservation number:_____________
5. To issue the spare parts to the maintenance order , access the activity using the following navigation option:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Completion Confirmation Goods Movement Goods Movement
Transaction code MIGO
Business role Logistics
Business role menu Logistics Consumptions and Transfers Goods Movement Other Goods Movement
6. On the Enter Goods Movement: Initial Screen, choose Goods Receipt, Reservation
7. In the Reference: Order dialog box, enter the reservation number number.
8. Click item Ok for each material.
9. Click Post Document
If there were any unused spares, return them to store using transaction MIGO (Movement Type: 262), refer to the table below. But it is not applicable to this example.
Result The materials have been issued.
4.3.4 Feedback and Completion
Use Confirm labor hours:
1) Capture actual hours spent performing the maintenance work.
2) Capture hours per artisan (individual).
3) Confirm hours as normal or overtime.
Procedure 1. Access the transaction using the following navigation option:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Completion Confirmation Entry Individual Time Confirmation
Transaction code IW41
Business role Maintenance Planner
Business role menu Maintenance Planner Maintenance Order Enter PM Order Confirnation
2. On the Enter PM Order Confirmation: Initial Screen, in the Order field, input the order number.
3. Choose Enter.
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4. On the Enter PM Order Confirmation: Operation Overview screen, choose Select All (Shift+F1).
5. Choose Actual Data (F8).
6. Final confirmation indicator should be selected for each operation. On the Enter PM Order Confirmation: Actual Data screen, click on the checkbox of Final Confirmation and choose Next Operation (Shift +F11) for each one.
7. Choose Save.
8. Access the activity using the following navigation option:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Business role Maintenance Planner
Business role menu Maintenance Planner Maintenance Order Change PM Order
9. On the Change Order: Initial Screen, in the Order field, enter the maintenance order number created by the previous step.
10. Choose Enter.
11. (Optional step, only for reference.) Choose shop papers by going to the menu path Order – Print – Order, which can be printed.
12. On the Change Maintenance order 4XXXXXX: Central Header screen, choose Goto Notification from the menu bar. The notification will open up.
13. On the Change PM Notification: Maintenance Request screen, at the bottom of the Notification tab, under Item, maintain the failure history by populating the Object part, Damage and Cause code.
Field name Description User action and values Comment
Object part PM1 1 Object part 1
Damage PM1 1 Damage 1
Cause code PM1 1 Cause 1
Obviously, in real business environments, it will have more meaningful codes. Accept the Reference Date and Reference Time.
14. Choose Back.
15. Choose Save.
16. Access the activity using the following navigation option:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Business role Maintenance Planner
Business role menu Maintenance Planner Maintenance Order Change PM Order
SAP Best Practices Corrective Maintenance (D56): BPD
© SAP AG Page 22 of 23
Set work order completion status:
Set the user status to indicate the status of the maintenance work at completion. This is required to analyze the degree of maintenance planning and execution success (for example, % maintenance work completed with outstanding tasks and so on).
17. On the Change Order: Initial Screen, in the Order field, enter the maintenance order number created by the previous step.
18. Choose Enter.
19. On the Change Maintenance order 4XXXXXX: Central Header screen, choose Set user status. The Set User Status screen appears.
20. Choose the Status with status 03 CTMR Complete Malfunct. Rectified.
21. Choose Back (Enter).
22. Complete the notification by choosing on Complete (technically) (Ctrl+F12).
23. On the Complete screen that appears, make sure the checkbox of complete Notification also selected.
24. Choose Continue (Enter).
25. Access the activity using the following navigation option:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Business role Maintenance Planner
Business role menu Maintenance Planner Maintenance Order Change PM Order
TECO work order & complete notification:
Technically complete (TECO) the work order and complete the notification once the work is complete, and the feedback has been checked and accepted. Maintenance history is updated.
26. Choose the order created by the previous step.
27. Choose Enter.
28. Choose the Costs tab.
29. Choose Rep. Plan/Act.
30. Comment the Total plan costs and Total act. costs.
31. Choose Back.
32. Choose Save.
4.4 Settling the Maintenance Order
Use You can settle the maintenance order using this step
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Completion Individual Processing Settle
Transaction code KO88
SAP Best Practices Corrective Maintenance (D56): BPD
© SAP AG Page 23 of 23
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role
Business role Product Cost Controller
(SAP_NBPR_PRDCOST_CONTRLR_S)
Business role menu Product Cost Controlling Periodic Processing Settlement Actual Settlement: Order
Settlement is usually run by settling a batch job for T-Code – KO8G. For this scenario, settlement will be run manually by executing T-Code KO88.
Settle work order cost:
Run settlement to debit relevant cost center. Settlement rules are pre-set up and automated.
1) Daily settlement of costs.
2) Timely cost center budget impact visibility.
2. If the Controlling Area screen appears, input 1000 in controlling area.
3. For this scenario, settlement will be run manually, on the Actual Settlement: Order screen, make following entries:
Field name Description User action and values Comment
Order Number recorded
Settlement period
Current fiscal period 7
Fiscal Year Current Fiscal Year 2014
Posting Period Current fiscal period 2014
Processing type Automatic
4. Deselect the Test Run checkbox and choose Execute (F8).
5. You can check the actual cost in maintenance order. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Order Change
Transaction code IW32
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role
Business role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Change PM Order
6. Choose the order created by the previous step.
7. Choose Enter.
8. Choose Costs tab.
9. Choose Rep. Plan/Act. Comment the Total plan costs and Total Actual Costs.
After full settlement, the maintenance order is credited and the cost center (receiver) is debited with actual cost.
Result Maintenance order has been settled.