PLM315
Maintenance Processing:
Operational Functions
SAP ERP - Operations Support
Date
Training Center
Instructors
Education Website
Participant Handbook
Course Version: 92
Course Duration: 3 Day(s)
Material Number: 50095527
An SAP course - use it to learn, reference it for work
Copyright
Copyright © 2009 SAP AG. All rights reserved.
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g20097301958
About This Handbook
This handbook is intended to complement the instructor-led presentation of this
course, and serve as a source of reference. It is not suitable for self-study.
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2009
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© 2009 SAP AG. All rights reserved.
iii
About This Handbook
PLM315
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© 2009 SAP AG. All rights reserved.
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Contents
Course Overview ......................................................... vii
Course Goals ...........................................................vii
Course Objectives .....................................................vii
Unit 1: Notification......................................................... 1
Setting Up a Notification Type ........................................2
Unit 2: Planning .......................................................... 37
Order Planning ........................................................ 38
Work Center ........................................................... 68
Controlling in the Planning Phase .................................. 77
Unit 3: Scheduling ...................................................... 103
Material Availability Check ..........................................104
Scheduling ............................................................ 114
Printing ................................................................132
Unit 4: Completion...................................................... 143
Completion Confirmation and Technical Completion ............144
Controlling in the Completion Phase ..............................162
Appendix 1: Customizing Paths
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.................................. 181
© 2009 SAP AG. All rights reserved.
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Contents
vi
PLM315
© 2009 SAP AG. All rights reserved.
2009
Course Overview
The intensive course PLM315 (Maintenance Processing: Operational Functions)
consolidates the maintenance processing topics introduced in PLM300
(Maintenance).
The objective is to set up maintenance processing in the system for the notification,
planning, controlling, and completion phases according to the customer-specific
requirements.
The settings for controlling maintenance tasks during the planning and completion
phases are also demonstrated.
Target Audience
This course is intended for the following audiences:
•
•
Project leader
Project team
Course Prerequisites
Required Knowledge
•
PLM300 Maintenance
Recommended Knowledge
•
SAP01 (SAP Overview)
Course Goals
This course will prepare you to:
•
Make all the basic Customizing settings for maintenance processing.
Course Objectives
After completing this course, you will be able to:
•
•
•
•
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Set up and use notification (notification type, catalog, catalog profiles)
Set up and use planning (order type, work center, capacity planning,
controlling)
Set up and use controlling (material availability check, scheduling, printing)
Set up and use completion (completion confirmation, controlling, history)
© 2009 SAP AG. All rights reserved.
vii
Course Overview
viii
PLM315
© 2009 SAP AG. All rights reserved.
2009
Unit 1
Notification
Unit Overview
This chapter refers to the chapters on Malfunction-Based Maintenance and
Planning Maintenance in the course PLM300 and repeats the notification concept.
The relevant Customizing settings, as well as a range of detailed functions in
the application, are also demonstrated.
Unit Objectives
After completing this unit, you will be able to:
•
Define new notification types and assign basic parameters
Unit Contents
Lesson: Setting Up a Notification Type .........................................2
Exercise 1: Set Up a Notification Type ................................... 13
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© 2009 SAP AG. All rights reserved.
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Unit 1: Notification
PLM315
Lesson: Setting Up a Notification Type
Lesson Overview
This lesson shows you how to set up a new notification type.
Lesson Objectives
After completing this lesson, you will be able to:
•
Define new notification types and assign basic parameters
Business Example
In maintenance processing, you use a notification to collect maintenance
requirements.
A company should have its own notification type for requirements set up.
Notification Category, Notification Type
Figure 1: Notification Category, Notification Type
You can use maintenance notifications (notification category 01, notification type
M1 or M2) to enter and process requirements and malfunctions.
Alternatively you can create a general notification (notification category 05,
notification type G0, for example), which is initially created in central message
creation.
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PLM315
Lesson: Setting Up a Notification Type
General notification uses a simple entry screen for entering the requirement into
the system - you do not have to define the type (for example, malfunction, request,
complaint, internal problem notification).
You can only decide the type in the second step by changing the notification type
General Notification to the specific notification type (for example, Malfunction
Report). In the subsequent notification, the maintenance planner adds all the
missing details.
The advantage of using general notifications is that you can make a central,
coordinated entry for any kind of requirement. The person making the entry does
not have to be a trained maintenance planner.
In the R/3 System, you use the notification type to assign notifications to the
individual applications.
You can use the individual notification types to define different classes of
maintenance notifications and then use these classes when making selections. You
can use the notification type to define the use of the maintenance notification
for particular business processes. In the standard system, notification types are
structured according to functional criteria (malfunction notification, maintenance
request, activity report).
Figure 2: Settings for Notification Types
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Unit 1: Notification
PLM315
The following settings are available for notification types:
•
Long text control
This allows you to lock a text and to add a line to the log (changed by, date
of change, and so on).
•
Notification origin
Defines the basic character of a notification (for example, requirement or
malfunction report)
•
Reference time
The time suggested when the notification is completed, which is then set for
the notification in the notification history.
•
Order type
Default order type specified when creating an order from a notification.
•
Number assignment
The number range used.
•
Priority / priority type
This allows you to prioritize notifications in connection with date proposals.
•
Partners
Contact persons who should be available in notification and order processing
(supplier, customer, and so on).
•
Object Information
Information concerning the reference object of the notification or order and
that can be displayed from the notification or the order.
•
Field selection
Selection and controls for the fields used in the notification.
•
Catalog / catalog profile
Any area of the findings (object parts, damage, cause of damage and so on)
can be assigned to the the notification type catalog which can be selected
from the findings code. The catalog profile limits the selection of available
code groups referring to specific subject areas (car type, data processing,
production machines, and so on).
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© 2009 SAP AG. All rights reserved.
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PLM315
Lesson: Setting Up a Notification Type
General settings for maintenance notifications: The following settings can be
used for all types of notification:
•
Field selection
The field selection for notifications allows you to control certain fields
together for all notification types (for example, light color for the notification
from and notification date fields).
•
List editing
You can set up list processing for notifications in Customizing so that it
contains standard values for selection screens, field selection, and the display
variant.
•
The system condition indicator
The system condition indicator defines the conditions that a technical system
can have (operational, out of order, and so on). These settings are defined at
client level and are not dependent on the notification type.
•
Transaction start values
The transaction start values for a notification transaction define whether an
initial screen should be displayed and which default notification type should
be used. Initial Screen must be selected if you want to access the initial screen
with the field for the notification number and notification type. You can also
define which screen should be the first detail screen. The notification header
screen is the initial screen in the standard system, but this can be changed.
Configuration of the Notification Interface
Figure 3: Configuration of Tabs
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Unit 1: Notification
PLM315
You can configure tabs for each notification type. A total of 26 different tab pages
are available (22 notification-based, 4 item-based).
You can define a simple view or an enhanced view for each notification type. This
means that a very simple screen appears for the person entering the notification,
but that all details appear for the person processing it. Different transactions
enable you to use the two notification type views:
•
•
The plant maintenance transactions IW24 (Malfunction Report), IW25
(Activity Report), and IW26 (Request) access the enhanced view.
Transaction IQS21 accesses the basic view.
You can define screen areas (subscreens) for each tab. 21 different screen areas
are available.
You can assign the tabs their own internal heading and a graphical symbol, if
required.
You can easily activate or deactivate predefined tabs pages.
Within a notification type, you can also specify different layouts for the
notification screen, for example, to distinguish between display mode and change
mode. For example, you might want only core data to be visible in display mode,
whereas all data should be displayed in change mode. This is controlled using
activity categories (create, change and display).
Priorities
Figure 4: Priorities
A priority can be assigned to each maintenance notification and order. This
priority defines the required start and end dates for the notification or order,
relative to the creation date.
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
During maintenance processing, you can work with internal priority types for
notifications and orders. Since you can define an unlimited number of priorities
for each priority type, it is easier for you to use the same priority types for
notifications and orders. The same priority keys have the same meaning.
Object Information
The object information provides summarized core data on a technical object,
which can be used to support processing of a maintenance task (for example, last
active notification, last active order, or next maintenance). The object information
is available at the following locations:
•
•
•
In the master record for the technical object
In the notification
In the order
Figure 5: Object Information Key
The object information key controls:
•
•
•
•
Automatic display of object information
Reference to object information
Number of days in past to search for PMIS info and notifications
The display of characteristics for the reference object
The object information key defines how the object information is displayed in
notifications and orders.
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Unit 1: Notification
PLM315
If the Automatically indicator is set, the system automatically displays the object
information in the notification as soon as the reference object is entered or changed.
The reference specifies whether the object information should relate only to the
reference object, to the reference object and all superior objects in the technical
hierarchy, or to all objects in the reference object structure.
You can specify the number of days in the past (from the time of the query) the
system should search for the statistics from the information system (breakdowns
reported, notifications created, and so on).
You can also enter such a search period for finding notifications. You can also
define whether the system should display completed or outstanding notifications,
and not only notifications with the status In processing or Outstanding.
If the indicator for characteristics is set, the characteristics of the reference object
are displayed, provided it has been assigned to a class.
Catalogs and Catalog Profile
Figure 6: Catalogs
A cross-application catalog system is used for reporting maintenance notifications.
This catalog system has a hierarchical structure.
The first level of the catalog system is the catalog type. Each catalog type
represents a certain directory.
Each catalog type can be further subdivided using code groups.
You can define individual codes in each group.
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
The following catalog types are provided as standard for Plant Maintenance:
•
•
•
•
•
•
Catalog 2 for tasks
Catalog 5 for causes of damage
Catalog A for activities
Catalog B for object parts
Catalog C for damage
To define your own catalog type, use catalog types R to Z.
You can define appropriate keywords for the standard catalogs of damage and
problem codes. These words appear in the notification item as keywords for the
respective catalog displayed.
Figure 7: Assigning Catalogs to Notification Types
In Customizing, catalogs are assigned to each notification type for the following
predefined areas: problems, causes, tasks, activities and object parts.
The corresponding fields for cause of damage, object part and so on, are only
provided in the notification item after catalogs have been assigned to the
notification type.
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Unit 1: Notification
PLM315
Figure 8: Catalogs and Catalog Profile
The catalog profile combines a selection of code groups from different catalogs
for a particular topic (for example, findings procedure for pumps).
One or more code groups can be selected from each catalog. You can specify code
groups by writing them out in full or you can use wildcards to select several code
groups within an entry (for example, PUMP*).
Figure 9: Assigning Catalog Profiles to Notification Types
You can assign the catalog profile to the master record for the technical object
and notification type.
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
If the technical object and notification type both have a catalog profile, the profile
from the technical object is always read first when a notification is created, and
copied if available.
Customizing Checklists
Figure 10: Notification Customizing
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Unit 1: Notification
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PLM315
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
Exercise 1: Set Up a Notification Type
Exercise Objectives
After completing this exercise, you will be able to:
•
Create notification types
•
Define notification parameters
Business Example
In your company, a new notification type is to be created for entering requirements.
The relevant notification parameters should be optimally configured for this
purpose.
Task 1:
Display an existing notification type:
1.
Display the existing notification type N1. Which Customizing function
do you choose?
2.
To which notification category is notification type N1 assigned, and which
other notification categories exist?
3.
What is defined by the origin indicator?
4.
What is defined by the reference date/time?
5.
What effect does the Early Number Allocation indicator have?
Task 2:
Creating a new notification type
1.
Control parameters
Create a new notification type ## as a copy of notification type N1.
This notification type should have the following properties:
– It should have the same character of a general maintenance notification.
–The reference date/time should be the notification completion.
– The catalog profile General Findings procedure should be assigned.
– The update group is 26.
– The number assignment should be made upon saving.
Continued on next page
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Unit 1: Notification
PLM315
Which control parameters do you set?
Notification origin
Reference time
Catalog profile
Update group
Early number allocation
2.
Screen area notification header
The screen type for the notification header is Maintenance Notification. The
screen type for the reference object is Equipment Only.
In which Customizing option can you enter these settings?
3.
Long text control
It should be logged who entered the long text for all notifications that are
created with your notification type ##. It should not be possible to change
the long text at a later date. How do you do this?
4.
Number range
Assign your notification type ## to the number range of the group of
maintenance notifications. How do you do this?
Task 3:
Configuration of the Notification Interface
1.
For the notification type ##, create five tabs with the screen areas specified
below. How do you do this?
______________________________________________________
______________________________________________________
______________________________________________________
Continued on next page
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
Notification
Item overview
System availability
Activities
Maintenance plan
•
•
•
•
•
Screen RefObject
Subject and long text (Windows 32bit)
Basic dates
Areas of responsibility
Item + cause
•
Overview of all notification items with
activities, causes, tasks
•
•
System availability
Effect on system
•
Activities for notification header
•
Use task list as the tab header
Task 4:
Define priorities
1.
Define a new priority type ##. Which Customizing path do you choose?
2.
Define three priorities A, B and C for your priority type. Set all the proposed
start dates to today, and set the required end dates to today (A), a week today
(B), and two weeks today (C). Which entries do you make?
Priority
Rel. Start
Rel. End
Unit Start
Unit End
A
B
C
3.
Assign the priority type ## to your notification type ##. How do you do this?
Continued on next page
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Unit 1: Notification
PLM315
Task 5:
Object Information
1.
Defining Object Information Keys
Define a new object information key ##; this key should be displayed
automatically when you create a notification. The analysis data should
only relate to the object entered. As soon as the threshold value of 500
completed orders is exceeded, the system should display this information.
The evaluation should take the previous two years into consideration. All
notifications should be considered, but no contracts. The characteristic
information should be displayed.
Which parameters do you set?
Automatically
Reference for notification and class
selection
Completed orders
No. days
Contract
Classification
2.
Assigning an Object Information Key
Assign the object information key ## to the notification type ##. How do
you do this?
3.
The pump P-1000-N001 is to undergo a general overhaul.
Create a maintenance notification with notification type ## for the equipment
P-1000-N001. Establish the following general information about the pump:
What information is contained in the object information?
From which date is the selection made?
_____________________________________
How many completed orders are there?
_____________________________________
What is the diameter of the running wheel?
_____________________________________
Which documents are assigned?
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
_____________________________________
_____________________________________
Save the maintenance request. Which number do you receive?
Task 6:
Catalogs and Catalog Profile
1.
Which catalogs are normally used in plant maintenance?
Assign these to your notification type ##.
How do you do this?
______________________________________________
______________________________________________
______________________________________________
2.
Code groups and codes
Create a new code group ## with 5 codes for the damage catalog. Which
codes have you created?
Code
3.
Description
Catalog profile
Create catalog profile ## that accesses your code group ## for the damage
catalog, but displays all entries for the other catalogs. What entries do you
make in the catalog profile?
4.
Catalog profile and notification type
Continued on next page
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Unit 1: Notification
PLM315
Assign your catalog type ## to your catalog profile ##. Which entries do
you make?
5.
Create notification
Create a notification with notification type LO## for your equipment
TEQ-##. Check whether the required code groups and codes are proposed.
Which notification number was assigned by the system?
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
Solution 1: Set Up a Notification Type
Task 1:
Display an existing notification type:
1.
Display the existing notification type N1. Which Customizing function
do you choose?
a)
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Creation → Notification Types → Define Notification
Types
2.
To which notification category is notification type N1 assigned, and which
other notification categories exist?
a)
3.
What is defined by the origin indicator?
a)
4.
The origin indicator specifies the screen sequence on which the
notification type is based. In other words, those which are under tabs
assigned to the origin indicator or screen areas of a business process,
for example a malfunction report, an activity report.
What is defined by the reference date/time?
a)
5.
N1 is assigned to the notification category 01 (= Plant maintenance).
Other notification categories are 02 (= Quality notification) and 03
(= Service notification).
Date and time proposed when you complete the maintenance
notification.
What effect does the Early Number Allocation indicator have?
a)
The indicator causes the notification to be assigned a number when the
Create function is called, and not just when it is saved.
Task 2:
Creating a new notification type
1.
Control parameters
Create a new notification type ## as a copy of notification type N1.
This notification type should have the following properties:
Continued on next page
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Unit 1: Notification
PLM315
– It should have the same character of a general maintenance notification.
–The reference date/time should be the notification completion.
– The catalog profile General Findings procedure should be assigned.
– The update group is 26.
– The number assignment should be made upon saving.
Which control parameters do you set?
Notification origin
Reference time
Catalog profile
Update group
Early number allocation
a)
2.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Creation → Notification Types → Define Notification
Types
Field Name or Data Type
Values
Notification origin
General notification
Reference time
D
Catalog profile
1000
Update group
26
Early number allocation
Deselected
Screen area notification header
The screen type for the notification header is Maintenance Notification. The
screen type for the reference object is Equipment Only.
Continued on next page
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
In which Customizing option can you enter these settings?
a)
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Overview of Notification Type
Select the line containing the notification type.
In the dialog structure, double click the option Screen Areas in
Notification Header.
3.
Field Name or Data Type
Values
Screen type hdr
H100
Screen category object
O150
Long text control
It should be logged who entered the long text for all notifications that are
created with your notification type ##. It should not be possible to change
the long text at a later date. How do you do this?
a)
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Overview of Notification Type
Select the notification type, and in the dialog structure double click
the line Format Long Text.
Select Log Line and activate No Text Change.
4.
Number range
Assign your notification type ## to the number range of the group of
maintenance notifications. How do you do this?
a)
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Creation → Notification Types → Define Number
Ranges
Set the indicator for the interval Maintenance Notification. Select
Maintain Groups, double-click notification type ##, and then assign the
notification type to the interval using Assign Element/Group.
Task 3:
Configuration of the Notification Interface
1.
For the notification type ##, create five tabs with the screen areas specified
below. How do you do this?
Continued on next page
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© 2009 SAP AG. All rights reserved.
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Unit 1: Notification
PLM315
______________________________________________________
______________________________________________________
______________________________________________________
Notification
Item overview
System availability
Activities
Maintenance plan
a)
•
•
•
•
•
Screen RefObject
Subject and long text (Windows 32bit)
Basic dates
Areas of responsibility
Item + cause
•
Overview of all notification items with
activities, causes, tasks
•
•
System availability
Effect on system
•
Activities for notification header
•
Use task list as the tab header
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Overview of Notification Type
Select the notification type and in the Dialog Structure, double-click
the line Screen Structure for Extended View.
Select New Entries and make the following entries:
Notification tab
Continued on next page
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
Field Name or Data Type
Values
Tab
10\TAB01
Tab header
Notification
Tab
?; Data release
Screen area 1
005
Screen area 2
032
Screen area 3
040
Screen area 4
010
Screen area 5
015
Select Next Entries.
Task list tab
Field Name or Data Type
Values
Tab
10\TAB08
Tab header
Maintenance plan
Tab
?; Data release
Select Next Entries.
Item overview tab
Items main tab
Field Name or Data Type
Values
Tab
10\TAB10
Tab header
Items
Tab
?; Data release
Screen areas
None
Select Next Entries.
Item overview lower-level tab
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Unit 1: Notification
PLM315
Field Name or Data Type
Values
Tab
20\TAB01
Tab header
Item overview
Tab
?; Release data
Screen areas
None
Select Next Entries.
Activities lower-level tab
Field Name or Data Type
Values
Tab
20\TAB04
Tab header
Activities
Tab
?; Release data
None
Select Next Entries.
Causes lower-level tab
Field Name or Data Type
Values
Tab
20\TAB02
Tab header
Causes
Tab
?; Data release
Screen areas
None
Select Next Entries.
Tasks lower-level tab
Field Name or Data Type
Values
Tab
20\TAB03
Tab header
Tasks
Tab
?; Data release
Screen areas
None
Select Next Entries.
System availability main tab
Continued on next page
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PLM315
Lesson: Setting Up a Notification Type
Field Name or Data Type
Values
Tab
10\TAB04
Tab header
System availability
Tab
?; Data release
None
Select Next Entries.
Activities main tab
Field Name or Data Type
Values
Tab
10\TAB12
Tab header
Activities
Tab
?; Data release
Screen areas
None
Save and select Back.
Task 4:
Define priorities
1.
Define a new priority type ##. Which Customizing path do you choose?
a)
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Select SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Processing → Response Time Monitoring → Define
Priorities
In the Choose Activity dialog box, place the cursor in the Define
Priority Types line and select Choose. Select New Entries, and enter the
priority type ##. Save and select Back.
2.
Define three priorities A, B and C for your priority type. Set all the proposed
start dates to today, and set the required end dates to today (A), a week today
(B), and two weeks today (C). Which entries do you make?
Continued on next page
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25
Unit 1: Notification
PLM315
Priority
Rel. Start
Rel. End
Unit Start
Unit End
A
B
C
a)
In the Choose Activity dialog box, place the cursor in the line Define
Priorities for Each Priority Type, and select Choose.
Select New Entries.
Priority
Rel. Start
Rel. End
A
Unit Start
Unit End
DAY
DAY
B
7
DAY
DAY
C
14
DAY
DAY
Save and select Back
3.
Assign the priority type ## to your notification type ##. How do you do this?
a)
In the Choose Activity dialog box, place the cursor in the line Assign
Priority Types to Notification Types, and select Choose.
Assign the priority type to the notification type.
Task 5:
Object Information
1.
Defining Object Information Keys
Define a new object information key ##; this key should be displayed
automatically when you create a notification. The analysis data should
only relate to the object entered. As soon as the threshold value of 500
completed orders is exceeded, the system should display this information.
The evaluation should take the previous two years into consideration. All
notifications should be considered, but no contracts. The characteristic
information should be displayed.
Which parameters do you set?
Continued on next page
26
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
Automatically
Reference for notification and class
selection
Completed orders
No. days
Contract
Classification
a)
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Processing → Object Information → Define Object
Information Keys
Select New Entries
Field Name or Data Type
Value
Automatically
Yes
Reference for notification and class Object
selection
2.
Completed orders
500
No. days
730
Outstdg notifications
Select
Contract
None
Classification
Characteristics
Assigning an Object Information Key
Continued on next page
2009
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27
Unit 1: Notification
PLM315
Assign the object information key ## to the notification type ##. How do
you do this?
a)
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Processing → Object Information → Object Information
→ Assign Object Information Keys to Notification Types
3.
The pump P-1000-N001 is to undergo a general overhaul.
Create a maintenance notification with notification type ## for the equipment
P-1000-N001. Establish the following general information about the pump:
What information is contained in the object information?
From which date is the selection made?
_____________________________________
How many completed orders are there?
_____________________________________
What is the diameter of the running wheel?
_____________________________________
Which documents are assigned?
_____________________________________
_____________________________________
Continued on next page
28
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
Save the maintenance request. Which number do you receive?
a)
SAP standard menu → Logistics → Plant Maintenance →
Maintenance Processing → Notification → Create (General)
Enter notification type ##;
enter Equipment P-1000-N001
In the reference object screen area, choose the Object Information
symbol (blue-white I-button).
From which date is the selection
made?
Current date -2
years
How many completed orders are there? see the Compl.Ord
field
What is the diameter of the running
wheel?
130 mm
Which documents are assigned?
P-1000
Task 6:
Catalogs and Catalog Profile
1.
Which catalogs are normally used in plant maintenance?
Assign these to your notification type ##.
How do you do this?
______________________________________________
______________________________________________
Continued on next page
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29
Unit 1: Notification
PLM315
______________________________________________
a)
Select catalogs:
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Overview of Notification Type
Select the notification type, and in the Dialog Structure double-click
the line Catalogs and Catalog Profiles.
Assign the following catalogs:
2.
Field Name or Data Type
Values
Problems
C
Causes
5
Tasks
2
Object parts
B
Activities
A
Code groups and codes
Create a new code group ## with 5 codes for the damage catalog. Which
codes have you created?
Code
Description
Continued on next page
30
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
Code
a)
Description
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Creation → Notification Content → Maintain Catalogs
Choose Edit Catalog in the dialog box; enter and execute catalog type
C code group ##.
Select New Entries
Enter a short text and set to Released status, release data, then select
the line and double-click the Codes folder on the left in the Dialog
Structure.
3.
Code
Description
1000
...(any)
2000
...
3000
...
4000
...
5000
...
Catalog profile
Create catalog profile ## that accesses your code group ## for the damage
catalog, but displays all entries for the other catalogs. What entries do you
make in the catalog profile?
Continued on next page
2009
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31
Unit 1: Notification
PLM315
a)
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Creation → Notification Content → Define Catalog
Profile
Select New Entries, enter ## as the catalog profile number and assign
some text to the catalog profile (for example Gr.##),
Data release
then double-click the Catalogs / code groups folder in the Dialog
Structure. Select New Entries and make the following entries:
4.
Catalog
Code group
2
*
5
*
A
*
B
*
C
##
Catalog profile and notification type
Assign your catalog type ## to your catalog profile ##. Which entries do
you make?
Continued on next page
32
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Setting Up a Notification Type
a)
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Notification Creation → Notification Content → Change Catalogs
and Catalog Profile for Notification Type
or
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Notifications →
Overview of Notification Type
Select the notification type, and in the Dialog Structure double-click
the line Catalogs and Catalog Profiles.
5.
Catalog
Code group
Catalog profile
##
Problems
C
Causes
5
Tasks
2
Activities
A
Object parts
B
Create notification
Create a notification with notification type LO## for your equipment
TEQ-##. Check whether the required code groups and codes are proposed.
Which notification number was assigned by the system?
a)
SAP standard menu → Plant Maintenance → Maintenance
Processing → Notification → Create (General)
Enter notification type ## and equipment TEQ-## and check the
position of the corresponding catalog entries.
2009
© 2009 SAP AG. All rights reserved.
33
Unit 1: Notification
PLM315
Lesson Summary
You should now be able to:
•
Define new notification types and assign basic parameters
34
© 2009 SAP AG. All rights reserved.
2009
PLM315
Unit Summary
Unit Summary
You should now be able to:
•
Define new notification types and assign basic parameters
2009
© 2009 SAP AG. All rights reserved.
35
Unit Summary
36
PLM315
© 2009 SAP AG. All rights reserved.
2009
Unit 2
Planning
Unit Overview
This chapter refers to the chapters Organization of Plant Maintenance,
Malfunction-Based Maintenance, and Planning Maintenance in the course
PLM300, repeats the concept of planning maintenance orders, and consolidates
the participants' knowledge of using maintenance orders during the planning phase
by providing information on a whole range of detailed functions, as well as the
corresponding Customizing settings.
The course still provides information on costing in maintenance orders and the
necessary Customizing settings.
Unit Objectives
After completing this unit, you will be able to:
•
•
•
•
•
•
•
•
Define and configure order types in plant maintenance
Define and configure maintenance activity types
Define and assign external processing profiles
Define and assign control keys
Describe the structure of the work center and use the work center
Use and set up costing in the order
Calculate surcharges
List commitments
Unit Contents
Lesson: Order Planning......................................................... 38
Exercise 2: Setting Up an Order Type: (I)................................ 51
Exercise 3: Setting Up an Order Type (2) ................................ 57
Lesson: Work Center ............................................................ 68
Exercise 4: Work Center ................................................... 73
Lesson: Controlling in the Planning Phase ................................... 77
Exercise 5: Controlling in the Planning Phase........................... 89
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37
Unit 2: Planning
PLM315
Lesson: Order Planning
Lesson Overview
This lesson provides an overview of key customizing settings for defining and
configuring order types in the planning phase of plant maintenance.
Lesson Objectives
After completing this lesson, you will be able to:
•
•
•
•
Define and configure order types in plant maintenance
Define and configure maintenance activity types
Define and assign external processing profiles
Define and assign control keys
Business Example
The project team wants to define and configure its own order type. Maintenance
activity types, external processing profiles and control keys should also be defined
and assigned to the new order type.
Order Types
Figure 11: Order Category, Order Type
Order category determines the application component to which an order belongs.
It is usually used as a program-internal selection criterion and to all intents and
purposes does not appear to users.
The order categories for the respective applications are fixed in the system.
38
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
You can freely define the order types within an order category for each application.
The order type represents business segments (repair, maintenance, refurbishment,
investment) that differ in the way they are processed and therefore have different
system settings.
Figure 12: Setting Up an Order Type: (I)
Different order types should be used for different business situations because
many system control functions depend on the order type.
A distinction is made here between parameters that depend directly on the order
type and those that are assigned to a combination of order type and planning plant:
2009
© 2009 SAP AG. All rights reserved.
39
Unit 2: Planning
PLM315
Parameters for order type:
•
Settlement profile
Specifies possible settlement recipients, the default receiver as well as
additional parameters (for example, allocation structure).
•
Budget profile
The budget profile summarizes the budgeting control parameters (time
frame, display, availability checks, currency conversion).
•
Residence time
Residence time 1: specifies the period of time (in calendar months) that must
elapse between when the deletion flag is set (step 1) and when the deletion
indicator is set (step 2).
Residence time 2: specifies the period of time (in calendar months) that
must elapse between when the deletion indicator is set (step 2) and the
reorganization (step 3).
•
Screen for reference object
Specifies which input masks should be used for the reference object.
•
Number range
Specifies which number range interval is used for each order type.
•
Planning plant
Assigns order types to the maintenance planning plant.
•
Costing variants: actual + planned
Contains control parameters for planned and actual calculations in the order.
•
Settlement rule
Defines the start time for creating the settlement rule.
•
Maintenance activity type
Subdivides tasks within an order type and serves evaluation purposes
(inspection, routine maintenance, preventive maintenance, refurbishment,
cleaning, and so on).
Not to be confused with CO activities, which are assigned to the cost center
and enable work valuation during operation.
•
Planning indicator
The order planning indicator performs selection and statistical evaluation in
the plant maintenance and customer service information systems (planned,
unplanned, immediate orders).
40
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
Figure 13: Maintenance Activity Types
The maintenance activity type is the key for the type of maintenance activity
executed (repair, shutdown, periodic tasks and so on).
In cost evaluations (total costs, number of orders per technical object), you can
classify the data using the maintenance activity type (distinction made between
maintenance activities and costs).
The permitted activity types are assigned to each order type.
Setting Up an Order Type (II)
Figure 14: Setting Up an Order Type (II)
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Unit 2: Planning
PLM315
Parameters for order type:
•
Default Value Profiles
Contain default values for external procurement or for general settings.
•
Step-by-step operations / change documents / MRP relevance
A customizing step that contains a series of settings, such as the increment
for numbering operations, the creation of change documents, the MRP
relevance of reservations (when creating or releasing the order), and so on.
•
Priority type with priorities
(as with notifications)
•
Object information
(as with notifications)
•
Default control key
A control key can be proposed by the order type.
•
Partner determination procedure/Determination of address data
The partner determination procedure makes contact persons available
for order processing. This assignment also links to the central address
management.
Simple order view
You can define a simple order view for certain user groups (such as maintenance
technicians). You do this by assigning a view profile containing only the most
important screen areas on the smallest possible number of tab pages.
42
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
Figure 15: External Processing Profiles
During external processing, a distinction is made between the external procurement
of material and the assignment of complete operations to external companies.
Since both of the procurement processes generally require different data for
purchasing (different purchasing groups or different cost elements), you should
define different profiles.
The profiles can be defined centrally for each order type in Customizing.
Alternatively, these settings can be set as user-specific with the user default values.
The user values override the Customizing settings.
Control Keys for Operations
The control key in an operation controls the following parameters:
•
•
•
•
•
•
•
•
•
•
Capacity planning
Scheduling operations
Capacity requirement
Costing
Service
Printing time tickets
Printing confirmation slips
Printing operations
Completion confirmations
External processing
The system controls the processing of individual operations using the operation
control key.
2009
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Unit 2: Planning
PLM315
You use the capacity planning indicator to ensure that the operation is scheduled
and capacity load records are created for it.
By setting the costing indicator, you ensure that the operation is taken into account
during costing.
You use the external processing key to define that the operation is executed by
an external company.
You use the completion confirmation indicator to specify whether the operation
can be confirmed and what type of completion confirmation applies.
The print parameters specify whether time tickets, confirmation slips, and so
on should be printed for this operation.
Figure 16: Special Order Types
In addition to the standard order types, such as repair or maintenance plan orders,
plant maintenance also includes more specialized order types:
•
•
Refurbishment
Investment
These special order types have the same basic Customizing settings as the standard
order types. In addition to the basic Customizing settings, you also need to make
special settings for these order types.
44
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
For example, the following settings might be included for refurbishment order
types:
•
•
•
Refurbishment indicator
Separate number range
Separate settlement profile
Hint: If you want to refurbish materials externally you can use the
subcontracting process. This is explained in the course PLM300.
The following settings might be included for investment order types:
•
•
•
Investment indicator
Separate number range
Investment profile
Integration Notification/Order
Figure 17: Integration Notification/Order
Assigning notifications to an order
Notifications can be assigned to an existing order or one that is newly created. If
the notification is assigned to a task list, then the operations of the task list can
be transferred to the order object list. A prerequisite for doing this is to have
a Customizing setting (notification and order integration). Four new fields are
2009
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45
Unit 2: Planning
PLM315
available in the order object list: functional location, equipment, notification and
plan date. The notifications assigned to an order are then placed in the order's
object list.
Object list entries
In the order type settings, you can specify how entries in the order object list
affect the order operation list if, for example, several notifications that have a task
list are grouped into one order.
You have the following options:
•
•
•
•
Assignment of operations to object list entries inactive (default)
Assignment of operations only for notifications with task lists called from
maintenance plans
Assignment of operations to all notifications
Assignment of operations to all object list entries (for example, also
equipments, functional locations)
Delete notifications or operations
If a notification is deleted from the order's object list, then all operations
transferred by the notification's task list will also be deleted. Likewise, if all a
notification's operations are deleted from an order's task list, the notification will
also be removed from the object list.
Header notification
If an order is created from a single notification, it then becomes the header
notification for the order (notification is attached to object list). The relationship
between order and object list can be deleted. If several notifications are assigned
in one existing order, then this can become the header notification (only if the
contract does not have one). The subsequent assignment of a header notification
can also be reversed again.
Notification long text
If an order is created from a notification, then the long text of the notification can
be transferred as the order's long text (only when the order is first created). This
must be activated in Customizing for all types of notification.
46
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
Inspection Rounds
Figure 18: Inspection Rounds
If you want to structure work as an inspection round, you can assign technical
objects to the respective operations directly (one functional location or piece of
equipment for each operation) instead of using the object list.
Hint: You can only use this function, however, if you have deactivated
the assignment of operations to object list entries for the order type.
You can adjust the sequence of operations by numbering the operations in line
with the actual sequence of the technical objects.
You can also define the recording of a counter reading or reading of a measurement
point for each technical object. In this process, any available measurement
point/counter available at the technical object can be added to the operation as a
production resource/tool
2009
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Unit 2: Planning
PLM315
Contract and Internet Catalog
Figure 19: Direct catalog access (OCI)
To access an external spare-parts catalog based on the Internet, a direct link can be
established between the order's component list and the catalog.
The link is found at OCI interface (Open Catalog Interface).
To do this, however, the catalog and its call structure must first be defined in
Customizing.
Once a spare-part has been chosen from the supplier catalog, an item type N
(non-stock) is created in the component list of the order.
Once a spare-part has been chosen from the supplier catalog, an item type N
(non-stock) is created in the component list of the order.
48
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
Customizing Checklists
Figure 20: Order Customizing (1)
Order type
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
2009
Settlement profile
Budget profile
Residence time
Screen for reference object
Number range
Maintenance planning plant
Costing Variants
Settlement rule
Maintenance activity type
Planning indicator
Default Value Profiles
Step-by-step operations, change documents, MRP relevance
Priorities
Object info keys
Default control key
Partners, Addresses
Integration of Notification and Order
OCI interface (internet catalog)
© 2009 SAP AG. All rights reserved.
49
Unit 2: Planning
PLM315
Special Order Types
•
•
50
Order combined with notification
Refurbishment order
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
Exercise 2: Setting Up an Order Type: (I)
Exercise Objectives
After completing this exercise, you will be able to:
•
Create a new order type
•
Assign the required parameters to the order type
Business Example
A new order type is to be created for processing routine maintenance tasks in your
company. All the parameters for the order type should be configured optimally
for this purpose.
Task 1:
1.
Create a new order type LO##. Assign the settlement profile for maintenance
orders, general budget profile, and the entry mask for functional location,
equipment and assembly for the reference object.
How do you do this?
Settlement profile:
Budget profile:
Screen RefObject:
2.
Number Range
Assign this order type to the number range group for maintenance orders.
How do you do this?
3.
Order Type and Planning Plant
Assign this order type to the maintenance planning plant 1000. Which
Customizing function do you choose for this?
4.
Settlement rule:
For your order type, the settlement rule should be mandatory at the time
of order completion.
How do you do this?
5.
Costing Variants
Continued on next page
2009
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Unit 2: Planning
PLM315
Assign the costing variant for maintenance orders (for planned and actual
costs) to your order type in plant 1000.
Which Customizing function do you use?
Which costing variant have you selected?
6.
Maintenance Activity Types
Assign permitted maintenance activity types to your order type and define a
maintenance activity type as the default activity type.
Which maintenance activity types are permitted?
Which is the default maintenance activity type?
Task 2:
Create an Order
52
1.
Create an order with the order type LO## for your equipment TEQ-##.
2.
What reference objects are proposed?
3.
Which maintenance activity type is proposed and which could you assign to
the order otherwise?
4.
Save the order. Which number is assigned to it?
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
Solution 2: Setting Up an Order Type: (I)
Task 1:
1.
Create a new order type LO##. Assign the settlement profile for maintenance
orders, general budget profile, and the entry mask for functional location,
equipment and assembly for the reference object.
How do you do this?
Settlement profile:
Budget profile:
Screen RefObject:
a)
SAP Menu → Tools → Customizing → IMG → Execute Project
Select SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Configure Order Types
Click New Entries, enter order type LO## and an appropriate short text.
2.
Field Name or Data Type
Values
Settlement profile
40
Budget profile
000001
Screen RefObject
O100
Number Range
Assign this order type to the number range group for maintenance orders.
How do you do this?
a)
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Configure Number Ranges
Choose Maintain Groups, select Repair and Maintenance Orders,
double-click the order type LO## to select it, and choose Assign
element/group to assign the order type to the group.
3.
Order Type and Planning Plant
Continued on next page
2009
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Unit 2: Planning
PLM315
Assign this order type to the maintenance planning plant 1000. Which
Customizing function do you choose for this?
a)
Order Type and Planning Plant
In Customizing, select:
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Assign Order Types to Maintenance
Plants
4.
Settlement rule:
For your order type, the settlement rule should be mandatory at the time
of order completion.
How do you do this?
a)
Settlement rule:
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Settlement Rule: Define Time and
Creation of Distribution Rule
Select the Mandatory for completion option for your order LO##.
5.
Costing Variants
Assign the costing variant for maintenance orders (for planned and actual
costs) to your order type in plant 1000.
Which Customizing function do you use?
Which costing variant have you selected?
a)
Costing Variants
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Costing Data for Maintenance and
Service Orders → Assign Costing Parameters and Results Analysis
Keys
Enter the costing variant PM01 as the planned and actual values.
6.
Maintenance Activity Types
Assign permitted maintenance activity types to your order type and define a
maintenance activity type as the default activity type.
Which maintenance activity types are permitted?
Continued on next page
54
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
Which is the default maintenance activity type?
a)
Maintenance Activity Types
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Maintenance Activity Type → Assign
Valid Maintenance Activity Types to Maintenance Order Types
Select New Entries, enter order type LO## and assign the maintenance
activity types already in the system, for example, 001, 002 and 003
or → Default Values for Maintenance Activity Type for Each Order
Type
Enter default value, for example, 001
Task 2:
Create an Order
1.
Create an order with the order type LO## for your equipment TEQ-##.
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Create General
Order type LO##
2.
What reference objects are proposed?
a)
Reference objects:
Equipment, functional location and assembly
3.
Which maintenance activity type is proposed and which could you assign to
the order otherwise?
a)
4.
Save the order. Which number is assigned to it?
a)
2009
Default depending on the key maintained in the previous exercise, for
example 001; 002 and 003 can be assigned.
Order number: 800xxx
© 2009 SAP AG. All rights reserved.
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Unit 2: Planning
56
PLM315
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Order Planning
Exercise 3: Setting Up an Order Type (2)
Exercise Objectives
After completing this exercise, you will be able to:
•
Assign the required parameters to the order type
Business Example
A new order type is to be created for processing routine maintenance tasks in
your company. The parameters for the order type should be configured optimally
for this purpose.
Task 1:
Default value profiles
1.
Define the default value profile EXS## for external processing data and
EXM## for external materials with the following parameters:
EXS##
EXM##
Cost Element
417000
415000
Purchasing Org.
1000
1000
Purch. Group
0##
0##
Material Group
007
010
2.
Assign the profile EXS## for external processing and the profile EXM##
for an external material for your order type LO## and for the maintenance
planning plant 1000. Which Customizing function do you choose?
3.
It should also be possible to select operations and replace the work center
when incorporating a task list. Which checkboxes do you activate?
Task 2:
1.
Supplement one of your orders as follows: Assign an internal operation
and then an external operation using the control key PM02. The internal
operation should also contain a non-stock material. Save the order.
2.
Call the order again and determine the following data:
Continued on next page
2009
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57
Unit 2: Planning
PLM315
PurchReq. no. External operation
PurchReq. no. Non-stock material
Cost element for non-stock material
Material group for external operation
Task 3:
Additional settings
The following settings should also be made for your order type LO##. (Which
Customizing function must you choose to make each setting?):
1.
Priority type ## and the object information key ## should apply.
2.
Group all external services and materials under one purchase requisition
number.
3.
Assign the partner determination procedure PM to your order type. The
person responsible role is the partner function for the order header.
4.
Determine the address data in the following sequence: Order → Equipment
→ Functional location.
5.
The default value for the control key for your order type is to be PM01.
6.
Ensure that change documents are generated.
7.
Create an order with the order type LO## (any priority) for the equipment
TEQ-##.
8.
Change the responsible work center to MECHANIK. Save the order.
9.
Call the order again. Determine the following data and indicate in particular
whether the data complies with the settings you have made in Customizing.
Order number
Start/end date
Control key, internal operation
Address data
Action log
Task 4:
Optional:Inspection rounds
1.
Identifying objects
Continued on next page
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2009
PLM315
Lesson: Order Planning
Create an order for functional location ##-B with order type PM03 and three
operations. Assign an operation to each piece of equipment.
Operation
Short text
Equipment
0010
Visual control and read
counter P1
TEY-##
0020
Visual control and read
counter P2
TEQ-##
0030
Visual control and read
counter P3
TEW-##
Set up a display variant for the operations control table is such as way
that the Functional Location, Equipment, and Production Resources/Tools
columns appear immediately to the right of the operations short text.
2.
Assigning measuring points as production resources/tools
Assign the measuring point that belongs to the piece of equipment to each of
the respective operations as a production resource/tool.
How do you proceed?
Then set the order to in process.
3.
Entering a completion confirmation
Use the overall completion confirmation to enter both the actual times and
the counter readings. Use the profile PM0002 (plant maintenance - general)
to do this.
How do you proceed?
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Solution 3: Setting Up an Order Type (2)
Task 1:
Default value profiles
1.
Define the default value profile EXS## for external processing data and
EXM## for external materials with the following parameters:
EXS##
EXM##
Cost Element
417000
415000
Purchasing Org.
1000
1000
Purch. Group
0##
0##
Material Group
007
010
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Create Default Value Profiles for
External Procurement
2.
EXM##
Cost Element
417000
415000
Purchasing Org.
1000
1000
Purch. Group
0##
0##
Material Group
007
010
Assign the profile EXS## for external processing and the profile EXM##
for an external material for your order type LO## and for the maintenance
planning plant 1000. Which Customizing function do you choose?
a)
3.
EXS##
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Default Values for Task List Data
and Profile Assignments
It should also be possible to select operations and replace the work center
when incorporating a task list. Which checkboxes do you activate?
a)
The same Customizing option as in the previous step.
Activate the Operation selection and Work center selection checkboxes.
Continued on next page
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2009
PLM315
Lesson: Order Planning
Task 2:
1.
Supplement one of your orders as follows: Assign an internal operation
and then an external operation using the control key PM02. The internal
operation should also contain a non-stock material. Save the order.
a)
2.
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Call the order again and determine the following data:
PurchReq. no. External operation
PurchReq. no. Non-stock material
Cost element for non-stock material
Material group for external operation
a)
Call the order again and determine the following data:
PurchReq. no. External operation
100xxxxx
PurchReq. no. Non-stock material
100xxxxx
Cost element for non-stock material
415000
Material group for external operation 007
Continued on next page
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Task 3:
Additional settings
The following settings should also be made for your order type LO##. (Which
Customizing function must you choose to make each setting?):
1.
Priority type ## and the object information key ## should apply.
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG.
Priority
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → General
Data → Define Priorities
In the dialog box, choose Define Priority Type for Orders and assign
the priority type ##.
Object information
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Object
Information → Assign Object Information Keys to Order Types
2.
Group all external services and materials under one purchase requisition
number.
a)
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Define Change Docs, Collective
Purc. Req. Indicator, Operation No. Interval
Set the indicator for the collective purchase requisition.
3.
Assign the partner determination procedure PM to your order type. The
person responsible role is the partner function for the order header.
a)
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Partner
→ Define Partner Determination Procedure and Partner Function
In the dialog box, choose Assign Partner Determination Procedure to
Order. Assign the partner determination procedure PM to your order
type and the Person Responsible (VW) entry to the function of order.
Continued on next page
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2009
PLM315
Lesson: Order Planning
4.
Determine the address data in the following sequence: Order → Equipment
→ Functional location.
a)
5.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Define Access Sequence for
Determining Address Data
Planning Plant
1000
Order Type
LO##
Category
OKP
A1
1
A2
3
A3
2
The default value for the control key for your order type is to be PM01.
a)
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Control Key → Maintain Default
Values for Control Keys for Order Types
Click New Entries and make the following settings: Review planning
plant 1000, order type LO##.
6.
Ensure that change documents are generated.
a)
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Define Change Docs, Collective
Purc. Req. Indicator, Operation No. Interval
Set the indicator for the creation of change documents.
7.
Create an order with the order type LO## (any priority) for the equipment
TEQ-##.
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Create (General)
Order Type
LO##
Equipment
TEQ-##
Continued on next page
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Unit 2: Planning
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8.
Change the responsible work center to MECHANIK. Save the order.
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Change the work center responsible in the order's header data.
9.
Call the order again. Determine the following data and indicate in particular
whether the data complies with the settings you have made in Customizing.
Order number
Start/end date
Control key, internal operation
Address data
Action log
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Correct?
Order number
8xxxxx
Yes
Basic start
Current
date
Yes
Basic fin.
Depends on
priority
Yes
Control key, internal
operation
PM01
Yes
Address data
From
equipment
Yes
Action log
Change of
responsible
work center
Yes
Task 4:
Optional:Inspection rounds
1.
Identifying objects
Create an order for functional location ##-B with order type PM03 and three
operations. Assign an operation to each piece of equipment.
Continued on next page
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2009
PLM315
Lesson: Order Planning
Operation
Short text
Equipment
0010
Visual control and read
counter P1
TEY-##
0020
Visual control and read
counter P2
TEQ-##
0030
Visual control and read
counter P3
TEW-##
Set up a display variant for the operations control table is such as way
that the Functional Location, Equipment, and Production Resources/Tools
columns appear immediately to the right of the operations short text.
a)
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Create
In the operations list, first drag the Functional Location, Equipment
and Production Resources/Tools columns and drop them next to the
(at the top right of the operations list) to save
short text; then choose
this setting as a variant with a name of your choice.
2.
Assigning measuring points as production resources/tools
Assign the measuring point that belongs to the piece of equipment to each of
the respective operations as a production resource/tool.
How do you proceed?
Then set the order to in process.
a)
3.
Select all the operations in the operations list and choose the
Production Resources/Tools button to assign the counters as production
resources/tools. In the dialog box that appears, choose the Measuring
Point button and select the measuring point using the F4 help.
Entering a completion confirmation
Use the overall completion confirmation to enter both the actual times and
the counter readings. Use the profile PM0002 (plant maintenance - general)
to do this.
Continued on next page
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Unit 2: Planning
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How do you proceed?
a)
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Completion Confirmation → Entry → Overall
Completion Confirmation
From the menu bar, choose Extras → Settings
Enter the profile PM0002, then choose Measurement Readings/Counter
Readings
In the dialog box that appears, choose Measuring Points for the
inspection rounds.
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PLM315
Lesson: Order Planning
Lesson Summary
You should now be able to:
•
Define and configure order types in plant maintenance
•
Define and configure maintenance activity types
•
Define and assign external processing profiles
•
Define and assign control keys
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Unit 2: Planning
PLM315
Lesson: Work Center
Lesson Overview
This lesson shows the structure and use of the work center for plant maintenance.
Lesson Objectives
After completing this lesson, you will be able to:
•
Describe the structure of the work center and use the work center
Business Example
The project team would like to present its company's own maintenance group as
the plant maintenance work centers in the system.
Work center
Definition
•
•
The work center is an organizational unit that can carry out work.
It specifies where operations can be carried out and who do so.
Machines, people, and groups of people, as well as others, can be
defined as work centers.
Function
•
Work center data forms the basis for: cost, capacity, and target date
calculation
You use work centers to execute operations for routings and orders.
You can use work center data to help:
•
•
68
Define which machines or personnel should be used for the operations
Calculate costs, capacities and target dates for the operations
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Work Center
Figure 21: Work Center Data
Work center data is used for the following business functions:
•
•
•
•
•
•
Basic data - contains the description, work center category (for example,
Plant Maintenance), and task list usage (which routings the work center
may be used for).
Default values - contain, for example, a default control key.
Capacity - available capacity is usually entered as the standard available
capacity with the specifications - factory calendar, work start and end,
level of individual capacity (= number of people) and operating time per
capita. The available capacity can be restricted according to time, or can be
organized in shifts differing from the standard available capacity.
Scheduling - the operation dates are calculated on the basis of lead times
(duration of operation), starting from the basic start or end dates.
Costing - internal personnel costs are assigned on the basis of the activity
types defined in Controlling. The activity types contain the assignment to an
hourly rate. Activity types are assigned indirectly using a cost center, not
directly to the work center.
Personnel data - in addition to defining available capacity, people (=
personnel numbers from Human Resources) or positions can be assigned in
the work center.
Hint: The integration of Human Resources to work centers and order
planning is explained in the course PLM322.
Available capacity
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Unit 2: Planning
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Definition
•
•
Available capacity is the work that can be provided by a unit of capacity
at one work center for each working day.
Available capacity is defined using work start and finish, duration of
breaks, capacity utilization, and number of individual capacity units.
Function
•
Available capacity forms the basis for:
Available capacity refers to the capacity available within a specific period.
Available capacity is determined by:
•
•
•
•
Work starting and finishing times
Length of breaks
Capacity utilization level of the capacity units
The number of individual capacity units that make up total capacity
In Capacity, the system saves the time worked and the daily available capacity
for each work center.
Figure 22: Available Capacity in the Work Center
The standard available capacity is valid if no interval of available capacity has
been defined. The standard available capacity is defined using the shift starting
and finishing times, break lengths, and number of individual capacity.
The system uses the above data to calculate capacity unit working time. The
period for which the standard available capacity is valid has no limit.
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2009
PLM315
Lesson: Work Center
If you have specified validity periods for available capacity, these are referred to
as intervals of available capacity. This is the capacity available within a specific
period of validity.
To define an interval of available capacity, you can determine shift programs that
will also be valid for all work centers for a fixed time period.
Start, finish, and break times are specified for work centers in a shift.
Hint: The topic of capacity planning, both at work center and employee
level, is explained in the course PLM322.
Figure 23: PM-PP Integration
Work centers are not just used in maintenance but in other areas too, for example,
production work centers.
If a maintenance order has been written for a machine being used as a production
work center, production planners should be able to see all pending maintenance
orders and the production orders for this work center on their planning boards.
To display maintenance orders for a production work center, the number of the PP
work center must first be entered in the technical object's location data.
The maintenance order must also have a system condition at the header level.
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Customizing Checklists
Figure 24: Work Center Customizing
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2009
PLM315
Lesson: Work Center
Exercise 4: Work Center
Exercise Objectives
After completing this exercise, you will be able to:
•
Create a maintenance work center
Business Example
The company would like to map its own maintenance groups as the plant
maintenance work centers in the system.
Task:
1.
Creating a work center
Create a new work center T-EW## (= electrical workshop, group ##) in
plant 1000 with the work center category plant maintenance. The person
responsible for the work center is 0##. The work center should only be
used in Plant Maintenance - maintenance task lists have been planned as
the task list usage - and has no standard values. Use the control key for
internal processing.
Define the following available capacity for the Person capacity category in
work center T-EW##: Employees work one shift from 7:00 a.m. to 5:00 p.m.
with a one-hour break. The number of days worked is based on the factory
calendar valid for plant 1000. 4 technicians who are available for processing
planned orders 60% of the time work in the workshop.
The work center is in cost center 4300 and is cleared there using activity
type 1410.
Which values do you enter?
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Solution 4: Work Center
Task:
1.
Creating a work center
Create a new work center T-EW## (= electrical workshop, group ##) in
plant 1000 with the work center category plant maintenance. The person
responsible for the work center is 0##. The work center should only be
used in Plant Maintenance - maintenance task lists have been planned as
the task list usage - and has no standard values. Use the control key for
internal processing.
Define the following available capacity for the Person capacity category in
work center T-EW##: Employees work one shift from 7:00 a.m. to 5:00 p.m.
with a one-hour break. The number of days worked is based on the factory
calendar valid for plant 1000. 4 technicians who are available for processing
planned orders 60% of the time work in the workshop.
The work center is in cost center 4300 and is cleared there using activity
type 1410.
Which values do you enter?
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Environment → Work Centers → Work Center →
Create
Hint: Maintain data on the work center tab pages in sequence
from left to right. The Technology tab page is not required.
If you do access this tab page, however, you can terminate
maintenance of the mandatory fields by choosing Cancel (F12).
Call the transaction and enter the following data:
Plant
1000
Work center
T-EW##
Work center cat.
0005
Release your data
Basic Data tab page
Continued on next page
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2009
PLM315
Lesson: Work Center
Object description
Electrical workshop,
group ##
Person responsible
0##
Task list usage
004
Standard value key
SAP0
Default Values tab page
Control key
PM01
Capacities tab page
Capacity category
002
Other formula
SAP008
Choose the Capacity header data
button
Start
07:00
End
17:00
Capacity utilization
60
Length of breaks
01:00
No. of indiv. cap.
4
Scheduling tab page
Capacity category
002
Other formula
SAP004
Costing tab page
2009
Cost Center
4300
ActType Int. Proc.
1410
Formula key
SAP008
© 2009 SAP AG. All rights reserved.
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Unit 2: Planning
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Lesson Summary
You should now be able to:
•
Describe the structure of the work center and use the work center
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2009
PLM315
Lesson: Controlling in the Planning Phase
Lesson: Controlling in the Planning Phase
Lesson Overview
This lesson describes controlling for maintenance orders in the planning phase.
Lesson Objectives
After completing this lesson, you will be able to:
•
•
•
Use and set up costing in the order
Calculate surcharges
List commitments
Business Example
Controlling of maintenance orders is to take place as part of the company's
overhead cost controlling.
You need to set up costing for order resources for this purpose. Overhead rates are
also to be calculated for certain resources.
Externally procured services and materials are to be listed in the orders as
commitments.
Prerequisites
As part of Logistics, Plant Maintenance is integrated with various areas in
Accounting. To ensure effective controlling of plant maintenance orders you
need to set up the organizational units in Financial Accounting and Controlling
correctly, and create cost centers specific to plant maintenance with the relevant
annual plan.
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Figure 25: Organizational Levels Accounting and Controlling
Client: The client represents the company or group and forms the data basis
for the entire company.
Chart of accounts: Every company code in the SAP system uses G/L accounts
from one particular chart of accounts. The general ledger accounts are unique
within a chart of accounts. Any form of identification can be used to define the
chart of accounts.
Controlling area A controlling area is an organizational unit used to represent
a closed system for cost accounting purposes. Several company codes can be
assigned to one controlling area for cross-company code cost accounting.
Company code: In Accounting, business transactions are entered, saved,
processed further, and the accounts managed at company code level. You can set
up several company codes for each client, so that you can manage the accounts
of several independent companies/subsidiaries at the same time. However, you
must set up at least one company code.
Business area: The business area represents an organizational unit for which
internal reporting can be set up. There can be several business areas for a
company code, but these also apply to all other company codes. For this reason,
the business areas must have the same meaning in all company codes. Use of this
organizational level is optional. You use the business areas if you want to create a
balance sheet and a profit and loss statement for additional internal areas as well
as for company codes.
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2009
PLM315
Lesson: Controlling in the Planning Phase
Within the defined controlling area, 2 cost centers are relevant for plant
maintenance in the course of internal activity allocation:
•
•
The cost center that provides a service (cost center for the work center)
The cost center that requests a service (cost center for the technical object)
Figure 26: Cost Centers in Plant Maintenance
Order values can be classified according to costs, services, and settlements
depending on the type of maintenance task (order type) and the processing phase
of the maintenance order.
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Unit 2: Planning
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Figure 27: Terms in Maintenance
•
•
•
•
80
Costs: Costs are generally the value-based consumption of production
factors for activity output and input, and for securing the necessary capacity
within the company.
Activities: Activities are the result of the combination of factors in the
company; that is, the goods and services created during business.
Settlements: Settlements are complete or partial allocations of the costs
determined for an object to another object. When resources are consumed,
the maintenance order is debited with the cost of the resource consumption.
The settlements credit the order by passing the costs on to another object.
Expenses / revenues: Costs for an order usually also represent expenses,
while activities are not usually regarded as revenues, since they are not sold.
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Controlling in the Planning Phase
Costing in the Order
Figure 28: Value Flow in Maintenance Orders
In the case of repair, inspection, or maintenance orders, the order is debited with
planned costs when the required resources are dispatched. Each time resources
are subsequently consumed, the order is debited with actual costs for the resource
values. In the completion phase, the orders are credited by settlement with the
resource consumption costs (see unit Controlling in the Completion Phase).
The following applies to refurbishment orders: When the required resources are
dispatched, the order is debited with planned costs representing the value of these
resources. Subsequently, each time the resource is consumed, the order is debited
with the actual costs that correspond to the value of the resource. Following
delivery of the refurbished material, the order is credited with the value of the
material. During settlement, the balance of actual costs and services is allocated to
the material.
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Unit 2: Planning
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Figure 29: Costs in Maintenance Processes
A distinction can be made between the following costs, depending on the
processing phase of the order:
•
•
•
Estimated costs: Used in resource-neutral order planning to specify the
anticipated cost volume for an order. The estimated costs are entered
manually in the order. You can enter estimated costs as a manual reference
value before releasing the order. The cost estimate can take place as an
overall estimate for the order or based on value categories (own staff,
external staff, own material, and so on). Estimated costs are updated to the
information system (PMIS) for use in later evaluations.
Planned costs: Planned costs are determined automatically for the order
based on the cost estimate when dispatching order-specific resources
(operations with internal activities, materials, and so on). Planned costs
cannot be maintained manually.
Actual costs: The order is automatically debited with actual costs during
costing as a result of resource consumption (internal activities, materials, and
so on). You cannot enter actual costs manually.
Overhead Rates
Besides the valuation of dispatched and consumed resources for an order, which
displays planned and actual costs and takes the prices of these resources into
account, you can also determine overhead rates.
An overhead rate is a flat-rate percentage or amount-based markup on direct costs
that enables you to allocate overhead costs to cost accounting objects according
to cause. An example of the use of overhead rates is to allocate overhead from
material cost centers to orders by debiting the orders in proportion to the material
withdrawals and crediting the material cost centers with the same amounts.
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PLM315
Lesson: Controlling in the Planning Phase
Overhead rates are also used to allocate sales and administration overhead. These
overheads can also be used to monetize resources consumed in the order that are
not listed separately, such as administration, transportation, and the like. Such
overheads generate additional planned costs if they refer to planned resources. If
they affect consumed resources, they represent additional actual costs and are
listed as such in the order.
Figure 30: Overheads on Planned Costs
Overheads on planned costs are determined as part of the standard cost estimate;
that is, they are calculated automatically when you save the order or, if requested,
during order processing when a specific cost determination function is executed.
It is only possible to determine planned overheads if a costing sheet is entered in
the planned costing variant that applies to the order type in question.
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Figure 31: Overheads on Actual Costs
Actual overheads are also determined if a costing sheet is entered in the (actual)
costing variant. However, overheads for consumed resources are not determined
automatically for each consumption posting (confirmation, material withdrawal,
and so on). You have to initiate this separately. Only then is the order debited
with overheads on actual costs.
Commitments Management
Commitments are contractual or MRP-relevant obligations that are not entered in
accounting but that lead to actual costs as a result of various business transactions.
Commitments management is used to enter these obligations at an early stage and
to analyze their effects on costing and finance, for example for purchase orders.
Order commitments are used to separately update and monitor certain resources,
in particular resources that are required for external procurement. Commitment
values are updated in parallel with order planning and execution; that is to say,
both the standard cost estimate and actual costing influence the commitment data.
You must activate open items management in Customizing for the order type in
question.
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PLM315
Lesson: Controlling in the Planning Phase
Figure 32: Building Up Commitments
The commitment data is built up when the scheduled order resources are valuated.
Since the commitment value is not built up for internal activities, for example,
it can be smaller than the planned costs of the order.
Figure 33: Updating Commitments
An increase in the order commitment can occur through certain actions performed
after the order has been planned, such as the conversion of purchase requisitions
into purchase orders, including a price increase, or the manual creation of purchase
orders assigned to the order. As a result of these planning steps, the commitment
values can exceed the planned costs.
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Unit 2: Planning
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Figure 34: Reducing Commitments
Subsequent steps that are executed with reference to planning, such as entry of a
goods receipt for the purchase order, lead to a reduction in the order commitment.
The commitment values to be reduced are thereby determined as a result of the
actual costing. Ideally, once all the obligations entered during planning have been
redeemed, the commitment for the order should be zero.
Controlling for Refurbishment
Figure 35: Costs and Activities in Refurbishment
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© 2009 SAP AG. All rights reserved.
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PLM315
Lesson: Controlling in the Planning Phase
In the case of refurbishment, an order not only lists planned and actual costs,
but also activities. These refer to the material to be delivered as a result of
refurbishment. The cost report (CO report) lists these activities as negative values
under Delivery.
Customizing Checklists
Figure 36: Customizing Settings for Controlling
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Controlling in the Planning Phase
Exercise 5: Controlling in the Planning
Phase
Exercise Objectives
After completing this exercise, you will be able to:
•
Set up and perform costing in a maintenance order
•
Set up and use cost views in a maintenance order
Business Example
To make life easier for decision makers, standard orders are to be assigned
manually planned estimated costs, wherever possible.
During the planning phase for a maintenance order, you want to display its cost
situation using planned costs calculated based on the scheduled resources.
You want to be able to display the cost situation at any time during planning and
processing of the maintenance order.
Task 1:
Costing in the maintenance order
1.
Performing costing with a standard order type
Create a new maintenance order with the standard order type PM01 for
your equipment TEQ-## and note the order number.
First, carry out a cost estimation based on the value categories in the cost
profile.
Then schedule your workshop T-ME## for 5 hours. The rubber seal
DG-1000 is to be replaced.
Then execute the task.
How do you do this?
2.
Checking the costs
Now check the estimated, planned, and actual costs of your order.
Display the cost structure of the order, both according to value categories
and according to cost elements.
How do you do this?
3.
Checking the cost profile and the cost estimation version
Display the cost profile in Customizing.
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Which path do you choose?
Which value categories does the cost profile contain?
Which is the valid cost estimate version?
4.
Checking the value categories and cost elements
Check the assignment of cost elements to value categories.
How and where do you make this assignment?
5.
Checking the costing variant
Check the rules for determining planned costs in the order according to the
Customizing settings and the relevant order data and other data.
Which Customizing settings or other settings are relevant for standard cost
estimates?
Task 2:
Determine surcharge
1.
Determine the actual surcharges for your order.
Which path do you choose?
Task 3:
Open item management
1.
Checking open item management
Which settings do you need to activate for the order type in order to use
open item management?
2.
Plan an operation for external services with the control key PM02 and the
operation quantity 2 AU (activity units) in the order you created previously
and enter a valuation price.
Which path do you choose?
3.
Check whether a commitment value is displayed for your order.
Which path do you choose?
What is the commitment displayed?
4.
Enter a purchase order for 1 AU (one activity unit) for your order and then
check the commitment value. Which path do you choose?
Which purchase order number is assigned?
What is the commitment displayed?
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Lesson: Controlling in the Planning Phase
5.
Enter a goods receipt for 1 AU goods receipt for your order.
How do you do this?
Which document number does the system assign?
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Solution 5: Controlling in the Planning
Phase
Task 1:
Costing in the maintenance order
1.
Performing costing with a standard order type
Create a new maintenance order with the standard order type PM01 for
your equipment TEQ-## and note the order number.
First, carry out a cost estimation based on the value categories in the cost
profile.
Then schedule your workshop T-ME## for 5 hours. The rubber seal
DG-1000 is to be replaced.
Then execute the task.
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Lesson: Controlling in the Planning Phase
How do you do this?
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Create (General)
Order type PM01, equipment TEQ-##.
Estimate costs
Costs tab, Costs subtab
You can enter the estimated costs directly in the lines for the
corresponding value categories in the Estimated costs column.
The total estimated costs is displayed in the Costs field in the order
header.
Plan order
Enter a workload of 5 hours in operation 0010.
Choose List on the detailed screen for operation 0010 on the
Components tab to access the bill of material for the equipment and
select material DG-1000.
Then release the order for processing - release and save it.
Execute order
Perform time confirmation and goods movement
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Completion Confirmation → Entry → Overall
Completion Confirmation
Enter order number.
Choose Operation Data (magnifying glass) in the Time confirmation
screen area. The system loads the material scheduled for the operation.
Enter storage location 0001 and save the data.
2.
Checking the costs
Now check the estimated, planned, and actual costs of your order.
Display the cost structure of the order, both according to value categories
and according to cost elements.
Continued on next page
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How do you do this?
a)
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Display
Display according to value categories
Costs tab, Overview subtab
Estimated costs: as entered manually
Planned costs: calculated automatically based on the resources
planned. Overhead rates are also calculated automatically.
Actual costs: if the number of hours and material withdrawal do not
deviate from planning, the actual costs are the same as the planned
costs in the categories Internal Labor and Internal Materials. However,
the system does not automatically calculate overhead costs for actual
costs. This is a separate step (see Determine surcharge).
Display according to cost elements
Costs tab, Rep. Plan/Act. button
3.
Checking the cost profile and the cost estimation version
Display the cost profile in Customizing.
Which path do you choose?
Which value categories does the cost profile contain?
Continued on next page
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Lesson: Controlling in the Planning Phase
Which is the valid cost estimate version?
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Basic Settings → Settings for Display of Costs
→ Define Default Values for Value Categories
Value category
Description
400
Internal materials / spares
415
Material - direct reference
417
External services
615
Internal labor
800
Revenues
890
Spares (own production)
999
Miscellaneous
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Basic Settings → Settings for Display of Costs
→ Define Version for Cost Estimates for Orders
Cost estimate version 6 (determined by Controlling).
4.
Checking the value categories and cost elements
Check the assignment of cost elements to value categories.
Continued on next page
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How and where do you make this assignment?
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Basic Settings → Settings for Display of Costs
→ Assign Cost Elements to Value Categories
Value category
Cost elements
400
400000 - 410300
415
415000
417
417000; 700000
615
615000 - 626300
800
800000 - 809999
890
890000 - 899999
999
1 - 9999999999
This means that all costs that debit the order using the cost elements
listed above are displayed using the corresponding value categories.
5.
Checking the costing variant
Check the rules for determining planned costs in the order according to the
Customizing settings and the relevant order data and other data.
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Lesson: Controlling in the Planning Phase
Which Customizing settings or other settings are relevant for standard cost
estimates?
a)
Costing Variants
SAP Menu→ Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Costing Data for Maintenance and
Service Orders → Maintain Costing Variants
Variant PM01
>Costing type 05 - Maintenance order
>Valuation variant PM0 - Maintenance order
The valuation variant contains pricing strategies for all resource types
(material, internal, external processing, and so on).
The costing variant must be assigned to the order type:
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Costing Data for Maintenance and
Service Orders → Assign Costing Parameters and Results Analysis
Keys
Additional important settings:
Stock material:
1. Subcontracting component item in order must be costing-relevant
2. For planning using a BOM: BOM item must be costing-relevant
3. Accounting screen (1) in material master must be maintained and
contain a price
Internal service:
1. The work in the operation must be specified in the Work field
2. The activity type in the operation must have a price for the current
fiscal year
3. The Cost indicator must be selected in the control key of the
operation.
Continued on next page
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Task 2:
Determine surcharge
1.
Determine the actual surcharges for your order.
Which path do you choose?
a)
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Completion → Individual Processing → Determine
Actual Cost Surcharges (KGI2)
Enter the current period and order number; delete the Test Run indicator.
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Display
Costs tab, Actual costs column, Overhead rates line
Task 3:
Open item management
1.
Checking open item management
Which settings do you need to activate for the order type in order to use
open item management?
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Configure Order Types
Call the details for the order type and set the Open item management
indicator.
2.
Plan an operation for external services with the control key PM02 and the
operation quantity 2 AU (activity units) in the order you created previously
and enter a valuation price.
Which path do you choose?
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Your order number
3.
Check whether a commitment value is displayed for your order.
Which path do you choose?
Continued on next page
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Lesson: Controlling in the Planning Phase
What is the commitment displayed?
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Extras → Cost reports → Budget/commitments
List: Budget/Actual/Commitments
Commitment:
The system displays the purchase requisition commitment.
4.
Enter a purchase order for 1 AU (one activity unit) for your order and then
check the commitment value. Which path do you choose?
Which purchase order number is assigned?
What is the commitment displayed?
a)
SAP menu → Logistics → Materials Management → Purchasing →
Purchase Order → Create → Vendor/Supplying Plant Known
Document Overview On
Choose My Purchase Requisitions
Drag the purchase requisition into the shopping cart and enter the
vendor 1000. Save your entries.
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Extras → Cost reports → Budget/commitments
List: Budget/Actual/Commitments
Commitment:
The system displays the purchase requisition commitment.
Hint: You can display a view of the commitment line items
by double clicking on the amount in the Commitment column
- this view displays both the purchase requisition and the
purchase order with the corresponding value.
5.
Enter a goods receipt for 1 AU goods receipt for your order.
How do you do this?
Continued on next page
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Which document number does the system assign?
a)
SAP menu → Logistics → Materials Management → Inventory
Management → Goods Movement → Goods Movement (MIGO)
Choose Goods Receipt Purchase Order and enter your purchase order
number.
Select the indicator Item OK at the bottom of the screen and save your
entries.
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Extras → Cost reports → Budget/commitments
List: Budget/Actual/Commitments
>> If the goods receipt value is the same as the purchase order value,
the commitment is cancelled out completely.
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Lesson: Controlling in the Planning Phase
Lesson Summary
You should now be able to:
•
Use and set up costing in the order
•
Calculate surcharges
•
List commitments
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Unit Summary
PLM315
Unit Summary
You should now be able to:
•
Define and configure order types in plant maintenance
•
Define and configure maintenance activity types
•
Define and assign external processing profiles
•
Define and assign control keys
•
Describe the structure of the work center and use the work center
•
Use and set up costing in the order
•
Calculate surcharges
•
List commitments
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Unit 3
Scheduling
Unit Overview
This chapter is based on the chapter Planning Maintenance in the course
PLM300 and repeats the concept of controlling maintenance orders. The course
also provides more detailed information on using maintenance orders during
the controlling phase, together with a wealth of detailed functions and the
corresponding Customizing settings.
Unit Objectives
After completing this unit, you will be able to:
•
•
•
•
•
•
Run a material availability check
Set the parameters necessary for a material availability check
Schedule maintenance orders
Set the relevant scheduling parameters
Carry out and print the print control settings
Carry out necessary Customizing settings for printing notifications or orders.
Unit Contents
Lesson: Material Availability Check ..........................................104
Exercise 6: Material Availability Check ..................................109
Lesson: Scheduling............................................................. 114
Exercise 7: Scheduling ....................................................121
Lesson: Printing .................................................................132
Exercise 8: Printing ........................................................135
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Lesson: Material Availability Check
Lesson Overview
This lesson shows how the material availability check is run for plant maintenance
orders, and which Customizing settings are required.
Lesson Objectives
After completing this lesson, you will be able to:
•
•
Run a material availability check
Set the parameters necessary for a material availability check
Business Example
The goal of the controlling phase is to place an order in process. To do this, the
material situation for the order must be checked. The project team checks which
Customizing settings for checking material availability for the order type should
be used.
Material availability check
You must set up the following parameters before you can execute the controlling
phase for maintenance orders:
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Lesson: Material Availability Check
Figure 37: Setting Up an Order Type: (III)
•
Material Availability Check
Settings for order type and material master determine whether a material
availability check is possible, how it should be run, and how shortfalls
should be dealt with.
•
Scheduling parameters
Determine how order operation start and finish dates should be calculated.
•
Printer management
The available shop papers, printing programs, and formulas per order type
are determined here. User settings and print diversion can also be activated.
Figure 38: Material Availability Check
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Availability checks are controlled by checking instructions consisting of checking
rules and checking groups.
A check can be made in an open order or in an order release.
The availability check leads to a shortfall (FMAT) status being generated when
there is a deficit in the warehouse. You can determine whether or not an order is
allowed to be released despite shortfalls.
Availability checks can be set to generate a dynamic check of all goods
received/goods issued (order requirements, orders, stock in transfer, safety stock,
etc.).
These settings are determined for the combination of checking group and checking
rule.
The checking rules are then assigned to the order type. The checking group is
recorded in the material master.
Figure 39: Component List: Removed from Storage
The component list of an IH order can be changed using its own transaction
(IW3K). Supplements and changes can thus also be made by employees who have
no change authorization for the order.
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Lesson: Material Availability Check
Customizing Checklists
Figure 40: Customizing Settings for Material Availability Check
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Material Availability Check
Exercise 6: Material Availability Check
Exercise Objectives
After completing this exercise, you will be able to:
•
Set the parameters necessary for a material availability check
Business Example
Company order controlling should run material availability checks.
Task:
1.
Define availability check
Assign rule PM to your order type in Plant 1000 for availability operations 1
and 2 to check material availability. When parts are missing, the user should
decide whether or not to release the order in operation 2.
PRT and capacity availability should not be checked.
What do the following mean
Availability function 1:_______________________________________
Availability function 2:_______________________________________
What do you enter here?
____________________________________________________________
____________________________________________________________
2.
Run availability check
Assign 1 piece each of warehouse materials 100-100 and 401-400 to one of
your orders for reference object TEQ## and display the scope of the check.
Material
open quantity
Quantity units
confirmed quantity
100-100
401-400
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Solution 6: Material Availability Check
Task:
1.
Define availability check
Assign rule PM to your order type in Plant 1000 for availability operations 1
and 2 to check material availability. When parts are missing, the user should
decide whether or not to release the order in operation 2.
PRT and capacity availability should not be checked.
What do the following mean
Availability function 1:_______________________________________
Availability function 2:_______________________________________
What do you enter here?
____________________________________________________________
Continued on next page
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Lesson: Material Availability Check
____________________________________________________________
a)
SAP Menu → Tools → Customizing → IMG → Execute Project
Select SAP Reference IMG
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Availability Check for Materials,
PRTs and Capacities → Define Inspection Control
Select New Entries.
Plant 1000, order type LO##, availability function 1 (= check for
open order)
Material availability area
Activate Check material availability when saving order
PMChecking rule
PRT availability area
Set No check
Select New Entries
Plant 1000, order type LO##, Availability function 2 (= check
availability of released order)
Material availability area
Check material availability when saving order: activate
Checking rule: PM
Release material: 1
PRT availability area
Set No check
2.
Run availability check
Assign 1 piece each of warehouse materials 100-100 and 401-400 to one of
your orders for reference object TEQ## and display the scope of the check.
Continued on next page
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Material
open quantity
Quantity units
confirmed quantity
100-100
401-400
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Select Components tab page, and enter materials.
Material
open quantity
Quantity units
confirmed
quantity
100-100
1
Pc
1
401-400
1
Pc
1
Select items and click Check material availability
Select Continue.
Select Continue.
Hint: Click Inspection Scope to display the scope of the check.
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Lesson: Material Availability Check
Lesson Summary
You should now be able to:
•
Run a material availability check
•
Set the parameters necessary for a material availability check
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Lesson: Scheduling
Lesson Overview
This lesson demonstrates the scheduling of maintenance orders and the relevant
Customizing settings.
Lesson Objectives
After completing this lesson, you will be able to:
•
•
Schedule maintenance orders
Set the relevant scheduling parameters
Business Example
The goal of the controlling phase is to place an order in process. The dates must
be checked.
Using the Customizing settings the project team is able to check how the
scheduling of the maintenance order can be fixed and optimized.
Scheduling
Figure 41: Scheduling
During scheduling, the lead times for the operations (Duration field) are totaled
and then either added to the basic start date (forwards scheduling) or subtracted
from the basic end date (backwards scheduling). The start or end dates calculated
in this way can deviate from the basic dates.
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Lesson: Scheduling
For each order type, you can define the standard scheduling type. However, this
can be changed on the header data screen for the service order. Each scheduling
type refers to a scheduling method, for example, forward scheduling, backward
scheduling, current date scheduling, no scheduling.
Adjust basic dates means that the date entries scheduled always have priority
over the basic dates.
Automatic scheduling means that the system always schedules the order when
you save it.
Scheduling including breaks means that the break times from the work center
masters are taken into consideration. If the indicator is not set, the total break
time is distributed proportionally. The scheduling including breaks can only be
used in connection with a shift sequence with scheduled breaks (in maintenance
this is not usual).
Order shift means that if you change the basic dates when an order is being
executed, the system always uses the new basic dates for scheduling purposes,
rather than the actual dates entered so far.
Figure 42: Scheduling Types
This diagram shows how the system determines the dates for the three operations
in an order (Op1 to Op3) dependent on the scheduling type.
For the scheduling type Only capacity requirements, the capacity requirements
are distributed equally across the period between basic start and basic end date.
The basic dates are adjusted if necessary, depending on the setting for the order
type. This means that the start date for the first operation is copied as the basic
start date of the order and the end date for the last operation copied as the basic
end date of the order.
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For each scheduling type, you can set whether the time can also be entered for
the basic dates, in addition to the date.
The capacity loads already available are considered during capacity scheduling.
Only those work centers that have the indicator Relevant for Capacity Scheduling
are involved in capacity scheduling. For each operation to be scheduled, the
system checks whether sufficient free capacity is available for it on the date
calculated. If sufficient capacity is available, the operation is scheduled. If
sufficient capacity is not available, the operation is shifted to a date when capacity
problems do not arise.
Figure 43: Relationships - Overview
A relationship describes time-based dependencies between two operations in a
maintenance order. For example, a particular operation can only start once another
operation has been completed, or an operation cannot be completed before another
operation has been completed.
Relationships are determined by two factors:
•
•
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Type
Time period
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2009
PLM315
Lesson: Scheduling
There are four types of relationship:
•
•
•
•
Finish -> Start - The end of one operation is linked to the start of the next
operation.
Start - Start - The start of one operation is linked to the start of the next
operation.
Finish - Finish - The end of one operation is linked to the end of the next
operation.
Start -> Finish - The start of one operation is linked to the end of the next
operation.
The time period is the time between two operations that are linked by a
relationship. For example, the waiting times between two working stages can be
represented.
If only some operations in an order are fully linked by relationships, the missing
relationships can be regenerated using the Generate relationships function for an
order. FS relationships are automatically generated here.
Time Zone Support
Figure 44: Time Zone Support - Overview
If you plan an execute a maintenance task with several employees in different
time zones, you can switch the time zone in notifications, orders, confirmations,
measuring points, and measurement documents.
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The data is nevertheless stored with the time in the time zone in which the system
is working (system time zone). This remains the same. The time conversion to
another time zone appears only on the interface. When you deactivate time zone
support, the system automatically reverts back to system time.
If you have activated time zone support in Customizing, the following options
are available:
•
•
•
Reference time zone: Time zone for the current transaction (only brief
switch intended).
Session time zone: This time zone applies for the session (between logging
on and logging off). It is set when you have to deal with a particular region
for a longer period of time.
Personal time zone: The personal time zone in which the employee
normally works. This is set in Customizing or in the user data (SU3). The
personal time zone is the default value for the reference time zone if you
have not set a session time zone.
Figure 45: Time Zone Support - Procedure
The central call center in England receives a phone call at 08:00 hrs local time
informing them that the Japanese branch has a problem with a system. The time
at which the system started to malfunction is indicated as 16.30 hrs local time
in Japan.
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Lesson: Scheduling
The employee enters a malfunction report in the system. The employee's personal
time zone is WET (Western European Time). To create the report, the employee
switches the reference time zone briefly to JAPAN. The start of the malfunction
can now be entered as 16.30 hrs. The time of entry is 17.00 hrs local time in
Japan (= 08:00 hrs WET).
Since the system is located in Germany, the report is created with the system time
09.00 hrs and posted to the database. For the call center employee, however, the
personal time zone determines that the report appears with an entry time of 08.00
hrs and a malfunction start time of 07.30 hrs.
Central maintenance planning is located in Germany. When the malfunction report
was entered, the local time in Germany was 09.00 hrs. The work scheduler's
personal time zone is CET (Central European Time). Since the scheduler is
responsible for all notifications from Japan, he has set his session time zone to
JAPAN. The reference time zone adapts itself to the session time zone and is
likewise set to JAPAN. The scheduler creates an order and can see all the times
displayed as local time in Japan.
The technician's personal time zone is JAPAN. He opens the order that was created
in Germany and sees a plan that is tailored to his working time.
Customizing Checklists
Figure 46: Customizing Settings for Scheduling
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© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Scheduling
Exercise 7: Scheduling
Exercise Objectives
After completing this exercise, you will be able to:
•
Schedule maintenance orders
•
Set the relevant scheduling parameters
•
Use and schedule relationships in maintenance orders
Business Example
The aim of the controlling phase is to place an order in process.
The dates must be checked.
Using the Customizing settings the project team is able to check how the the
maintenance order can be scheduled and optimized.
Task 1:
Defining scheduling
1.
Set up scheduling for the order type LO## in plant 1000 so that forward
scheduling is performed, the dates are calculated automatically, and the
basic dates are not adjusted.
Which Customizing function do you use?
____________________________________________________
Which entries do you make?
Plant
Order type
Production scheduler
Adjust dates
Production scheduler
Scheduling type
Automatic scheduling
Continued on next page
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Task 2:
Performing scheduling
1.
Create a new order with order type LO## for your equipment TEQ-##.
Create four operations with your work center T-ME## with standard times
(12-8-10-2 H).
Perform scheduling and check the following data:
Header
Start: Basic/Scheduled
End: Basic/Scheduled
Operations
Start
End
0010
0020
0030
0040
Task 3:
1.
Relationships: Entering a profile
Add the general PM standard profile PM NETWORK for graphical display
to your assigned profiles. Which Customizing function do you choose?
2.
Creating maintenance orders
A system has to be moved. Your work center T-ME## has been given the
task of setting up scaffolding and connecting your pump TEQ-##.
Create a maintenance order for this with the order type PM01. Plan 6
operations (0010 - 0060) with standard times (work) and materials.
3.
Scheduling dependencies
What options do you have for defining scheduling dependencies?
4.
Relationships and operation network
Maintain the following relationships for your operations:
0020 and 0030 follow 0010
0040 follows 0020
0050 follows 0030
0060 follows 0040 and 0050
Continued on next page
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Lesson: Scheduling
How do you proceed?
____________________________________________________
____________________________________________________
____________________________________________________
You want your operation 0010 to be performed after the operation 0010 of an
order that you created earlier. How do you proceed?
____________________________________________________
____________________________________________________
____________________________________________________
5.
Network structure and Gantt chart
Display your scheduling dependencies as a network structure and a Gantt
chart.
How do you proceed?
Task 4:
Optional: Time zones
1.
Support employee in the UK
You are an employee in the XYZ PLC central support center and are
responsible for systems in Japan. First check the personal time zone for
your user and set this to WET.
2.
Maintenance request
You receive a call from a colleague in Tokyo reporting malfunction noises
from a system. The problem was discovered at 16.30 hrs local time in Tokyo.
Create a maintenance request (M1) for the functional location ##-KGV
with high priority.
Choose JAPAN as the reference time zone.
Enter 16.30 hrs local time in Tokyo as the malfunction start time.
3.
Planner in Germany
The planner in Germany is now responsible for the further processing of
the notifications.
Set the personal time zone for your user to CET.
Check the schedule situation for the report on the basis of your personal
time zone settings.
Continued on next page
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4.
Check the schedule situation for the report on the basis of local time in Japan.
As the responsible planner, create a maintenance order for the malfunction
report.
Which time zone and what time is displayed in the order?
With which date/time is the order saved to the database?
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Lesson: Scheduling
Solution 7: Scheduling
Task 1:
Defining scheduling
1.
Set up scheduling for the order type LO## in plant 1000 so that forward
scheduling is performed, the dates are calculated automatically, and the
basic dates are not adjusted.
Which Customizing function do you use?
____________________________________________________
Which entries do you make?
Plant
Order type
Production scheduler
Adjust dates
Production scheduler
Scheduling type
Automatic scheduling
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Select SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders →
Scheduling → Set Scheduling Parameters
Plant
1000
Order type
LO##
Production scheduler
*
Adjust dates
Do not adjust
basic dates, dep.
requirements to
operation dates
Scheduling type
Forwards
Automatic scheduling
Yes
Continued on next page
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Task 2:
Performing scheduling
1.
Create a new order with order type LO## for your equipment TEQ-##.
Create four operations with your work center T-ME## with standard times
(12-8-10-2 H).
Perform scheduling and check the following data:
Header
Start: Basic/Scheduled
End: Basic/Scheduled
Operations
Start
End
0010
0020
0030
0040
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Create (General)
Order type LO##
Schedule operations and select Schedule.
Hint: You can see the scheduling data for the order type in the
order header by choosing Display Other Scheduling Data.
Task 3:
1.
Relationships: Entering a profile
Continued on next page
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Lesson: Scheduling
Add the general PM standard profile PM NETWORK for graphical display
to your assigned profiles. Which Customizing function do you choose?
a)
SAP Menu → Tools → Customizing → IMG → Execute Project.
Select Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Default Values for Task List Data
and Profile Assignment
Select your order type and assign the following profile:
2.
Field Name or Data Type
Values
Profile - Plant Maintenance
0000001
Creating maintenance orders
A system has to be moved. Your work center T-ME## has been given the
task of setting up scaffolding and connecting your pump TEQ-##.
Create a maintenance order for this with the order type PM01. Plan 6
operations (0010 - 0060) with standard times (work) and materials.
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Create (General)
Order type LO##
3.
Scheduling dependencies
What options do you have for defining scheduling dependencies?
a)
Finish-start relationship
Start-start relationship
Finish-finish relationship
Start-finish relationship
4.
Relationships and operation network
Maintain the following relationships for your operations:
0020 and 0030 follow 0010
0040 follows 0020
0050 follows 0030
Continued on next page
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0060 follows 0040 and 0050
How do you proceed?
____________________________________________________
____________________________________________________
____________________________________________________
You want your operation 0010 to be performed after the operation 0010 of an
order that you created earlier. How do you proceed?
____________________________________________________
____________________________________________________
____________________________________________________
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Go to → Graphic → Network Structure
The operations can be linked to one another by using Connect:
Place the cursor on the right half of operation 0010 and lead to the
left half of operation 0020 (the end of operation 0010 is linked to the
beginning of operation 0020) and so on.
Linking to an external order:
Go to the operations list and select operation 0010. Press Schedule.
Go to the Relationships tab page.
Enter the order number, operation number 0010, and FS (= finish-start
relationship).
5.
Network structure and Gantt chart
Display your scheduling dependencies as a network structure and a Gantt
chart.
How do you proceed?
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Go to → Graphic → Network Structure
or
Go to → Graphic → Gantt Chart
Continued on next page
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PLM315
Lesson: Scheduling
Task 4:
Optional: Time zones
1.
Support employee in the UK
You are an employee in the XYZ PLC central support center and are
responsible for systems in Japan. First check the personal time zone for
your user and set this to WET.
a)
2.
Transaction SU3; Default Values tab page
Maintenance request
You receive a call from a colleague in Tokyo reporting malfunction noises
from a system. The problem was discovered at 16.30 hrs local time in Tokyo.
Create a maintenance request (M1) for the functional location ##-KGV
with high priority.
Choose JAPAN as the reference time zone.
Enter 16.30 hrs local time in Tokyo as the malfunction start time.
a)
SAP menu → Logistic→ Plant Maintenance → Maintenance
Processing → Notification → Create (Special) → Maintenance
Request
Enter the functional location and the priority (notification header)
Choose the Time zone: Central Europe pushbutton and set both the
session and the reference time zone to JAPAN.
Then enter the malfunction start time (Scheduling overview tab page) in
local time for Japan.
3.
Planner in Germany
The planner in Germany is now responsible for the further processing of
the notifications.
Set the personal time zone for your user to CET.
Check the schedule situation for the report on the basis of your personal
time zone settings.
a)
Transaction SU3, Defaults tab page - Enter the time zone CET.
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Notification → Change
The malfunction report was received by the planner at 09.30 hrs
(Scheduling overview tab page).
4.
Check the schedule situation for the report on the basis of local time in Japan.
Continued on next page
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As the responsible planner, create a maintenance order for the malfunction
report.
Which time zone and what time is displayed in the order?
With which date/time is the order saved to the database?
a)
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Notification → Change
Choose the Time zone: Central Europe pushbutton and set the reference
time zone to JAPAN.
(If the planner is responsible for Japan over a longer period of time and
not just for the duration of the transaction, set the session time zone
to JAPAN too.)
b)
In the report, choose
and create the order with the order type PM01.
In the order, the time zone is also set to JAPAN with the corresponding
date/time display.
The basic dates show the desired start/end of the order with the
corresponding time (local time in Japan).
The order is saved to the database with the date/time of the system time
zone (in this case: CET). This can be checked in the Action Log.
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PLM315
Lesson: Scheduling
Lesson Summary
You should now be able to:
•
Schedule maintenance orders
•
Set the relevant scheduling parameters
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Lesson: Printing
Lesson Overview
This lesson demonstrates printing notification and shop papers. It also covers key
print Customizing settings in the field of plant maintenance.
Lesson Objectives
After completing this lesson, you will be able to:
•
•
Carry out and print the print control settings
Carry out necessary Customizing settings for printing notifications or orders.
Business Example
The project team defines the print parameters for printing orders and notifications.
Printing
Figure 47: Print Control
The shop papers used are defined. For each shop paper, you can define additional
control indicators, such as delta printing, updating the print status for each
operation or component. You can also mark the shop paper as a time ticket or
confirmation slip.
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PLM315
Lesson: Printing
For each notification and order type, you define which shop papers can be
printed, and which are printed as a system default setting. Shop papers must be
specified for an order, otherwise printing is not possible. The selection field
informs the system that a shop paper for an order type is proposed for printing.
If the field is not selected, the user must enter manually which paper should be
printed.
The print diversion enables you to define that the print attributes of a particular
shop paper are dependent on certain field contents in the order.
As soon as you have printed shop papers for a maintenance order, the system
sets the appropriate status automatically and creates a log. You can use the log
to determine which papers have already been printed, who initiated the print job,
and when they were printed.
Figure 48: Printing Notifications and Orders
If an order and notification are assigned to one another, you can print all data
and shop papers for both of them together, irrespective of whether you trigger
printing from order or notification processing. The system displays all the order
and notification papers for selection in the dialog box. You can also call up the
standard print routines from all the print programs. All the data from all of the
order and notification papers is available. This makes it possible to print out
all order and notification data on one shop paper (for example, long text for the
notification in the order paper).
The issue of data is controlled by the output program (print output program).
All print programs can be used both in the order and notification printout.
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The layout of the paper is defined by forms (there is a standard form available for
all papers that can be modified as required).
With the status control for shop papers you can trace the relevance of the printed
shop papers. If a maintenance order or an operation has been changed after the
shop papers were printed, the system displays the corresponding status in the order.
Figure 49: Dedicated Printing Transactions
Orders can be printed using a separate transaction (IW3D). This means that
employees, who otherwise do not have any authorization to change the order,
can also print the order.
Customizing Checklists
Figure 50: Customizing Settings for Printing
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Lesson: Printing
Exercise 8: Printing
Exercise Objectives
After completing this exercise, you will be able to:
•
Carry out and print the print control settings
•
Carry out necessary Customizing settings for printing notifications or orders
Business Example
The project team defines the print parameters for printing orders and notifications.
Task 1:
1.
Define the order papers to be printed for your order type LO##. Which
Customizing function do you choose?
___________________________________________________
___________________________________________________
___________________________________________________
One paper should serve as instructions for the technician, another should
notify warehouse management employees of the materials to be picked,
and a third paper should remain with the maintenance supervisor in the
workshop. Which papers have you selected?
Paper
Description
Paper 1:
Paper 2:
Paper 3:
2.
User-specific print defaults
Set up user-specific print defaults based on the following specifications:
– In planning plant 1000, for your planner group I##:
– Print one copy of all papers on printer A000.
– Print two copies of the paper for warehouse management (material staging)
only on the printer in the warehouse.
– Do not print the papers immediately, but place them in a spool file first.
– No cover sheets should be printed.
Continued on next page
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Which Customizing function do you choose?
3.
What settings do you make?
User
Maintenance planning
plant
Maintenance planner
group
Paper
Output device
Number of copies
New spool request
Print immediately
SAP cover page
4.
What does the Print diversion function mean?
Task 2:
Printing the order
Either set up a new order for order type LO##, or use an existing order for this
order type.
1.
How do you start printing the papers?
2.
Which shop papers are proposed and which default values do you enter?
Paper
3.
136
Output device
Copy
Delta
Immediately
Delete
New
Print the shop papers and then display the print log.
© 2009 SAP AG. All rights reserved.
2009
PLM315
Lesson: Printing
Solution 8: Printing
Task 1:
1.
Define the order papers to be printed for your order type LO##. Which
Customizing function do you choose?
___________________________________________________
___________________________________________________
___________________________________________________
One paper should serve as instructions for the technician, another should
notify warehouse management employees of the materials to be picked,
and a third paper should remain with the maintenance supervisor in the
workshop. Which papers have you selected?
Paper
Description
Paper 1:
Paper 2:
Paper 3:
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Select SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Print
Control → Define Shop Papers, Forms and Output Programs
In the dialog box, choose Define Shop Papers for Order Type.
Select the following shop papers, click Copy as ... and assign your own
order type as document type in the screen that appears.
2.
Paper
Description
Paper 1:2010
Operation control ticket
Paper 2:2030
Job ticket
Paper 3:2040
Pick list
User-specific print defaults
Set up user-specific print defaults based on the following specifications:
Continued on next page
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– In planning plant 1000, for your planner group I##:
– Print one copy of all papers on printer A000.
– Print two copies of the paper for warehouse management (material staging)
only on the printer in the warehouse.
– Do not print the papers immediately, but place them in a spool file first.
– No cover sheets should be printed.
Which Customizing function do you choose?
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Select SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Print
Control → Define Printer
In the dialog box, choose User Specific Print Control.
3.
What settings do you make?
User
Maintenance planning
plant
Maintenance planner
group
Paper
Output device
Number of copies
Continued on next page
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PLM315
Lesson: Printing
New spool request
Print immediately
SAP cover page
a)
Settings:
Hint: Click New Entries and then PM-specific Fields On/Off
on the next screen.
4.
User
*
*
Maintenance planning
plant
1000
1000
Maintenance planner
group
I##
I##
Paper
*
2040
Output device
A000
P083
Number of copies
1
2
New spool request
Select
Select
Print immediately
Deselect
Deselect
SAP cover page
Deselect
Deselect
What does the Print diversion function mean?
a)
If you select settings in particular fields (for example, planner group)
and field contents (for example, I##), documents are not sent to the
standard printer, but diverted to another printer (for example, the printer
specified for the order type and planner group).
Continued on next page
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Task 2:
Printing the order
Either set up a new order for order type LO##, or use an existing order for this
order type.
1.
How do you start printing the papers?
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Change
Order → Print → Order
Hint: The order must have the system status FREE.
2.
Which shop papers are proposed and which default values do you enter?
Paper
Output device
Copy
Delta
Immediately
Delete
New
a)
3.
Paper
Output
device
Copy
Delta
Immediately
Delete
New
2010
A000
1
Deselect
Dese- Dese- Yes
lect
lect
2030
A000
1
Deselect
Dese- Dese- Select
lect
lect
2040
P083
2
Deselect
Dese- Dese- Select
lect
lect
Print the shop papers and then display the print log.
a)
From the order header:
Goto → Logs → Print
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PLM315
Lesson: Printing
Lesson Summary
You should now be able to:
•
Carry out and print the print control settings
•
Carry out necessary Customizing settings for printing notifications or orders.
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Unit Summary
PLM315
Unit Summary
You should now be able to:
•
Run a material availability check
•
Set the parameters necessary for a material availability check
•
Schedule maintenance orders
•
Set the relevant scheduling parameters
•
Carry out and print the print control settings
•
Carry out necessary Customizing settings for printing notifications or orders.
142
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2009
Unit 4
Completion
Unit Overview
This chapter is based on the chapters on Malfunction-Based Maintenance
and Planning Maintenance in the course PLM300 and repeats the concept of
completion confirmations and the completion of maintenance orders. The relevant
Customizing settings, as well as a range of detailed functions in the application,
are also demonstrated.
The course still provides information on settling maintenance orders and the
necessary Customizing settings.
Unit Objectives
After completing this unit, you will be able to:
•
•
•
•
•
•
•
Carry out necessary Customizing settings for completion confirmation
Adjust whole completion confirmation screen
Create completion confirmations
Perform technical completion
Set the parameters for order settlement
Perform settlement
Perform business completion
Unit Contents
Lesson: Completion Confirmation and Technical Completion ............144
Exercise 9: Completion Confirmation ....................................151
Lesson: Controlling in the Completion Phase...............................162
Exercise 10: Controlling in the Completion Phase .....................171
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Unit 4: Completion
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Lesson: Completion Confirmation and Technical
Completion
Lesson Overview
This lesson demonstrates the use of completion confirmation and technical
completion of maintenance orders and the relevant Customizing settings.
Lesson Objectives
After completing this lesson, you will be able to:
•
•
•
•
Carry out necessary Customizing settings for completion confirmation
Adjust whole completion confirmation screen
Create completion confirmations
Perform technical completion
Business Example
During completion, times and technical findings are confirmed for the task
performed. The order is then technically completed and settled for the maintenance
order.
Completion Confirmation
Figure 51: Setting Up an Order Type: (IV)
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Lesson: Completion Confirmation and Technical Completion
Settings for completion confirmation
•
Control parameters
Logs
Partial/final confirmation?
Write off reservations?
Type of date check
Default date and activities?
•
•
•
•
Goods movements: Only backflushing?
Causes of variance
Screen templates (profile) for overall completion confirmation
List editing
Field selection
A flexible screen layout is available for the overall completion confirmation.
Profiles are defined that contain the active screen areas and available pushbuttons.
The profile for the screen templates for the overall completion confirmation is
created in Customizing. The assignment is made to the user, not the order type.
Each user can configure the required profile when executing the completion
confirmation.
Figure 52: Settings for Overall Completion Confirmation
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CATS
Figure 53: CATS - Cross-Application Time Sheet
CATS is a cross-application tool for individual users to confirm their work times
and activities. It allows employees to enter data independently. This enables you
to credit your department clearly with the work you have performed.
CATS presents several advantages:
•
•
•
•
•
•
Standard cross-application screens for entering the actual times
Simple operation for all users
Default field values and data entry templates (profiles)
Integrated approval procedures
Support of corrections
User exits for more flexibility regarding authorization checks, validations,
and default values
With the Cross-Application Time Sheet (CATS) you can enter time data for
different applications, including:
•
•
•
•
Controlling: Internal activity allocation
Personnel administration: Attendances, absences
Service processing: Service entries
Maintenance, customer service, project system: Completion confirmations
Prerequisites for running CATS are an HR mini-master, a data entry profile and
the appropriate authorizations to work with the time entry sheet.
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PLM315
Lesson: Completion Confirmation and Technical Completion
The CATS process comprises the following steps:
•
•
•
•
Entry of time data in the time sheet
Release of time data (optional, depending on the process)
Approval of time data (optional, depending on the process)
Transfer of CATS data to the target applications
Shift Note and Shift Report
Figure 54: Shift Note
Shift notes enable you to enter brief comments for events or special occurrences
that you cannot enter otherwise, for example, in a completion confirmation or a
maintenance notification.
Shift notes can be output individually (as PDF files, for example) or sent by
e-mail. Alternatively, shift notes can also be incorporated into shift reports.
Shift notes can be configured in the SAP system either as a separate notification
type or as part (tab) of another notification type.
You can perform a full-text search for shift notes using the TREX search engine
service.
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Figure 55: Shift Report
Shift reports allow you to collect all the important information for a work center
or a technical object during a shift. The shift report simplifies the shift handover.
It is output as a PDF document and can contain a number of different sections
(that can be activated in Customizing):
•
•
•
•
•
•
•
Cover sheet
Shift notes
Completion confirmations
Goods movements
Maintenance notifications
Maintenance orders
WCM documents
Shift reports are stored in the Knowledge Provider. A full-text search (TREX)
can be used here.
The shift note and shift report originate from the production area, where events
were entered that related to a particular shift. Its use has now been expanded
to plant maintenance.
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Lesson: Completion Confirmation and Technical Completion
Digital Signature for Order Operations
Figure 56: Digital Signature of Order Operations
The digital signature performs the same function when processing digital data as
the written signature does for printed documents. You can use the digital signature
to "sign" digital documents. Digital signatures uniquely identify the signer of a
digital document and also protect the integrity of the document. Changes are
revealed in signed documents when the digital signature is checked.
You can use digital signatures in SAP systems together with an external security
product (user signature) or without such a product (system signature). The use
of digital signatures and the connection to external security products are enabled
in the SAP system by the Secure Store and Forward (SSF) component in SAP
NetWeaver.
You can find more information about SSF under http://help.sap.com in the SAP
NetWeaver area (Key Areas > Security).
In plant maintenance, the operations for an order can be digitally signed. Through
the process of signing, an authorized and authenticated user approves the
operation. The operation is then saved as a result.
You can define whether digital signatures are optional, mandatory, or not
required for certain combinations of order type and plant. If digital signatures are
mandatory, the order cannot be completed technically until all the operations for
the order have been digitally signed.
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Technical Completion
Customizing Checklists
Figure 57: Customizing Settings for Completion Confirmations
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2009
PLM315
Lesson: Completion Confirmation and Technical Completion
Exercise 9: Completion Confirmation
Exercise Objectives
After completing this exercise, you will be able to:
•
Make the necessary Customizing settings for completion confirmation
•
Adjust the overall completion confirmation screen
•
Create completion confirmations
Business Example
During completion, times and technical findings are confirmed for the task
performed. The maintenance order is then technically completed and settled.
Task 1:
Confirmation parameters
The following defaults apply for your order type LO##: The system proposes final
confirmation, including the posting of outstanding reservations. It also proposes
dates and activities. Actual work may only exceed planned work by a maximum
of 50%.
1.
Which parameters do you set?
Final confirmation
Post open reservations
Propose dates
Propose activities
Work deviation active
Work deviation
Duration deviation active
Duration deviation
Date in future
Task 2:
Performing a completion confirmation
1.
Confirm operations for the last order you created. Access the operations
from collective time confirmation with selection. How do you delimit the
selection criteria?
Continued on next page
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__________________________________________________________
__________________________________________________________
__________________________________________________________
2.
Which orders/operations are proposed by the system? Which confirmation
number is assigned to them? Enter the actual work time and set the final
completion confirmation indicator for each operation.
Confirmation
number
Order
Operation
Actual
work
Unit
Check whether the data has been proposed correctly based on your
confirmation parameters.
Task 3:
Adjusting the overall completion confirmation screen
1.
Show the settings for profile PM01 of the overall completion confirmation.
Which Customizing path do you choose?
2.
Which settings have been made?
Header data
Screen area 1
Screen area 1
Task 4:
Optional:Shift reports and shift notes
1.
Different tasks
Continued on next page
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PLM315
Lesson: Completion Confirmation and Technical Completion
Different tasks need to be performed on your electric pump TEQ-## during
the course of a day:
First, create a malfunction report documenting that unusual noises are
coming from the pump gears. Note the number of the malfunction report:
__________________________________________________________
Then convert the malfunction report into a maintenance order. Use the order
type PM01 to do this.
Make a note of the order number:
__________________________________________________________
You also have to create a measurement document for the operating hours
counter. Enter a counter reading of 20 hours.
Make a note of the measurement document number:
__________________________________________________________
2.
Shift note
You also need to document a special occurrence in the shift note: A power
failure meant that the pump could not be put into operation for 2 hours.
Consequently, you need to check whether the replacement pumps could keep
operation going with emergency power generators.
Note the number of the shift note:
__________________________________________________________
3.
Shift report
Finally, all tasks and occurrences need to be incorporated into a shift report
and stored.
Create a shift report for your pump TEQ-##. Check whether all tasks and
occurrences are included in the report. Note the number of the shift report:
__________________________________________________________
Task 5:
Optional:Digital signatures
1.
Creating an order
Create an order with order type PM01 for your piece of equipment TEQ-##.
Link the task list with task list group PUMP_WTG and group counter 1.
Then set the order to in process.
Make a note of the order number:
Continued on next page
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__________________________________________________________
2.
Entering a completion confirmation
Call the order and operation list and create a collective confirmation for
your order.
3.
Creating a digital signature
Sign the individual operations.
How do you proceed?
What status does the operation have after it has been signed and in what
state is it?
4.
Checking the signature log
Check the signature using the signature log.
How do you proceed?
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PLM315
Lesson: Completion Confirmation and Technical Completion
Solution 9: Completion Confirmation
Task 1:
Confirmation parameters
The following defaults apply for your order type LO##: The system proposes final
confirmation, including the posting of outstanding reservations. It also proposes
dates and activities. Actual work may only exceed planned work by a maximum
of 50%.
1.
Which parameters do you set?
Final confirmation
Post open reservations
Propose dates
Propose activities
Work deviation active
Work deviation
Duration deviation active
Duration deviation
Date in future
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Completion Confirmations → Define Control
Parameters for Completion Confirmations
Final confirmation
Yes
Post open reservations
Yes
Propose dates
Yes
Propose activities
Yes
Work deviation active
Yes
Work deviation
50
Duration deviation active
No
Duration deviation
Date in future
No
Continued on next page
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Task 2:
Performing a completion confirmation
1.
Confirm operations for the last order you created. Access the operations
from collective time confirmation with selection. How do you delimit the
selection criteria?
__________________________________________________________
__________________________________________________________
__________________________________________________________
a)
SAP menu → Logistics → Maintenance → Maintenance Processing
→ Completion Confirmation → Entry → Time Sheet → CATS
Classic → Record Working Times
Delimit the selection using the order number or work center T-EW##,
for example.
2.
Which orders/operations are proposed by the system? Which confirmation
number is assigned to them? Enter the actual work time and set the final
completion confirmation indicator for each operation.
Confirmation
number
Order
Operation
Actual
work
Unit
Continued on next page
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Lesson: Completion Confirmation and Technical Completion
Check whether the data has been proposed correctly based on your
confirmation parameters.
a)
Confirmation
number
Order
Operation
Actual
work
Unit
38062
800228
0010
3
H
38062
800228
0020
5
H
38062
800228
0030
2
H
38062
800228
0040
1
H
Task 3:
Adjusting the overall completion confirmation screen
1.
Show the settings for profile PM01 of the overall completion confirmation.
Which Customizing path do you choose?
a)
SAP Menu→ Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Completion Confirmations → Set Screen
Templates for Completion Confirmation
Double click on the profile PM01
2.
Which settings have been made?
Header data
Screen area 1
Screen area 1
a)
Profile changeable, with totals line, release in future and release upon
saving, (approval required is not set)
Header data
Plant maintenance with order
number
Screen area 1
Times for order operation
Screen area 1
Goods movements
Continued on next page
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Task 4:
Optional:Shift reports and shift notes
1.
Different tasks
Different tasks need to be performed on your electric pump TEQ-## during
the course of a day:
First, create a malfunction report documenting that unusual noises are
coming from the pump gears. Note the number of the malfunction report:
__________________________________________________________
Then convert the malfunction report into a maintenance order. Use the order
type PM01 to do this.
Make a note of the order number:
__________________________________________________________
You also have to create a measurement document for the operating hours
counter. Enter a counter reading of 20 hours.
Make a note of the measurement document number:
__________________________________________________________
a)
Creating a notification or order
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Order / Notification
Field
Field value
Order type
PM01
Creating a measurement document
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Completion Confirmation → Measurement Documents
→ Create
2.
Shift note
You also need to document a special occurrence in the shift note: A power
failure meant that the pump could not be put into operation for 2 hours.
Consequently, you need to check whether the replacement pumps could keep
operation going with emergency power generators.
Note the number of the shift note:
Continued on next page
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Lesson: Completion Confirmation and Technical Completion
__________________________________________________________
a)
3.
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Environment → Shift Report and Note for Technical
Objects → Shift Note → Create
Field
Field value
Functional location:
##
Equipment (reference object)
TEQ-##
Shift report
Finally, all tasks and occurrences need to be incorporated into a shift report
and stored.
Create a shift report for your pump TEQ-##. Check whether all tasks and
occurrences are included in the report. Note the number of the shift report:
__________________________________________________________
a)
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Environment → Shift Report and Note for Technical
Objects → Shift Report → Create
Task 5:
Optional:Digital signatures
1.
Creating an order
Create an order with order type PM01 for your piece of equipment TEQ-##.
Link the task list with task list group PUMP_WTG and group counter 1.
Then set the order to in process.
Make a note of the order number:
__________________________________________________________
a)
SAP menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Create
Menu
Extras → Task list selection → Direct entry
2.
Entering a completion confirmation
Continued on next page
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Call the order and operation list and create a collective confirmation for
your order.
a)
SAP Menu → Logistics → Plant Maintenance → Maintenance
Processing → Order → Order and Operation List → Change
Menu
Order → Confirmation → Collective Confirmation
3.
Creating a digital signature
Sign the individual operations.
How do you proceed?
What status does the operation have after it has been signed and in what
state is it?
a)
Call the order from the order and operation list and then branch to the
operation list
Go to the details screen for the respective operation
Menu
Edit → Digital Signature → Set
DSIG - the operation is completely locked.
4.
Checking the signature log
Check the signature using the signature log.
How do you proceed?
a)
From the menu bar in the order, choose
Goto → Logs → Digital Signature Log
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Lesson: Completion Confirmation and Technical Completion
Lesson Summary
You should now be able to:
•
Carry out necessary Customizing settings for completion confirmation
•
Adjust whole completion confirmation screen
•
Create completion confirmations
•
Perform technical completion
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Lesson: Controlling in the Completion Phase
Lesson Overview
This lesson demonstrates settlement of maintenance orders and the necessary
Customizing settings.
It also demonstrates technical and business completion.
Lesson Objectives
After completing this lesson, you will be able to:
•
•
•
Set the parameters for order settlement
Perform settlement
Perform business completion
Business Example
The maintenance tasks performed are to be settled on their requesters according to
the causality principle. The cost center of the technical object is to be used in most
cases as the account assignment object.
Once all the orders have been settled, business completion is to be performed in
Controlling.
Order Settlement and Business Completion
The maintenance order serves as an instrument for planning and executing
maintenance tasks. This means the order is the cost object for all costs resulting
from resource planning and consumption. The costs of the resources required
when performing tasks generate debits for the order in the form of actual costs.
To clear and monitor the costs according to the causality principle, the following
questions must be answered:
•
•
Is the order really the cost factor?
What is the role of the requester or the object of the task?
This is the basis for order settlement.
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Lesson: Controlling in the Completion Phase
Figure 58: Motivation of Settlement
Depending on the type of task, the order is settled on the actual cost factor,
which means it is credited with the costs of resource consumption. The costs of
the order are borne by a different receiver, who is simultaneously an object in
cost accounting. This may be the cost center for the maintenance object or the
organizational unit that requested the task. This means the order is used to collect
all the costs incurred during planning and execution for task-related analysis.
Figure 59: Settlement Process
Continuous maintenance tasks, which are performed in the course of technical
support for a specific maintenance object, are usually settled to the cost center
of the object in question. This is only possible if the corresponding cost center
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is entered as the receiver in the settlement rule for the order. When this is done,
the actual costs for the order are passed on to the cost center, which debits this
cost center and credits the order. The actual cost balance for the order is zero once
settlement is complete, while the cost center has actual costs greater than zero.
Figure 60: Settlement for Continuous Tasks
Besides the cost center, other settlement receivers are possible. This usually
depends on the type of task performed. Tasks of an investment nature that lead
to an increase in the asset value can be settled on an asset as would be done in
Asset Accounting, and larger tasks, such as shutdown projects, can be settled
on the corresponding WBS element for the project. This is controlled by an
order-specific settlement rule.
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Lesson: Controlling in the Completion Phase
Figure 61: Account Assignment Objects in Order Settlement
The settlement rule can be set up automatically and manually, and with or without
system defaults. It is set up for technical completion of an order, at the latest.
While the settlement rule is defined during order processing and usually once only,
settlement is a separate operation and can be repeated.
Figure 62: Setting Up the Settlement Rule
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An order for which settlement is complete can still be debited with actual costs.
This is particularly likely in the case of orders that extend across several posting
periods (which may mean months). As a result of these debits, the actual cost
balance for the order is again greater than zero, and can be reduced to zero again
by means of a further settlement. Settlement is technically possible provided
business completion has not been performed for the order.
Figure 63: Debiting the Order After Settlement
Order completion involves several steps: First, the order is technically completed
in Plant Maintenance once all the required tasks have been performed. This does
not involve a cost flow. Only the settlement rule is defined, if this has not already
taken place. No further changes can be made to the order.
You can wait as long as you wish between the technical completion of an order
and its settlement. Settlement credits the order with the actual costs. You can
debit the order with further actual costs and repeat settlement again afterwards.
Business completion is finally performed for an order that has been fully settled
- with an actual cost balance of zero. After this point, the order can no longer
be debited with actual costs.
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Lesson: Controlling in the Completion Phase
Figure 64: Options for Order Completion
Technical completion of an order is only possible if a settlement rule is defined.
Before settlement can take place, the order must contain a settlement rule and
its actual cost balance must not be zero. As a result of complete settlement, the
order has an actual cost balance of zero.
Business completion can take place for an order if it has been settled completely
or does not have any actual costs. An order for which business completion has
taken place is marked as Completed (status ABGS) and can no longer be debited
with actual costs. However, you can cancel this status.
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Customizing Checklists
Figure 65: Customizing Settings for Settlement
Settlement for a Refurbishment Order
Refurbishment orders are settled directly to the material stock. The order is
debited by the value of the corresponding batch on removal of the defective part
(in this case, C3). The order is similarly debited when working time is confirmed.
In the case of goods receipt after refurbishment, the order is credited with the
value of the batch refurbished (in this case, C2). This credit is shown as a negative
debit. In order settlement, the receipt posting for the batch for the refurbished
material can take place in two ways:
•
•
In price control: standard price, the receipt for the batch refurbished
is posted with the value of the standard price. The difference between
refurbishment costs and the valuation of the batch refurbished is posted as a
credit memo to a price difference account (FI).
In price control: moving average price, the receipt for the batch
refurbished is posted with the value of the actual increase in value; that is to
say, the value of the costs in work and material. This leads to an increase in
the moving average price on the material level.
A prerequisite for settling to the material stock is that you define a settlement
profile in Customizing where the material is set as a default account assignment.
This settlement profile is assigned to the order type for refurbishment. The
settlement rule "Material" is determined automatically during refurbishment.
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Lesson: Controlling in the Completion Phase
Figure 66: Refurbishment Order Settlement
History
Figure 67: Historical Maintenance Orders
The objective of archiving orders is to remove order data collected over a long
period of time from the database and store it in compressed form in a special
database area (order history) for evaluation purposes.
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There are two options available for archiving orders:
•
•
Manually enter historical orders
Reorganize orders (=archive and delete - SARA transaction)
During reorganization, orders are transferred to the order history in compressed
form. The following data is stored:
•
•
•
•
•
•
Order header data
Object list
Determining Location and Account Assignment Data
Operations and sub-operations
Planned and unplanned material components, summarized by material
numbers
Costs, summarized by value categories
Figure 68: Material Where-Used List
The material where-used list compares the planned and actual consumption for
each material and order.
The system derives the planning data from the material components in the order,
and calculates the actual data from the actual reservation quantities or goods
movements for the order.
Hint: To display material withdrawals, you must have activated the goods
movements function for the order in Customizing.
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Lesson: Controlling in the Completion Phase
Exercise 10: Controlling in the Completion
Phase
Exercise Objectives
After completing this exercise, you will be able to:
•
Set up settlement parameters
•
Perform settlement
•
Perform business completion
Business Example
The maintenance tasks performed are to be settled on their requesters according to
the causality principle. The cost center of the technical object is to be used in most
cases as the account assignment object.
Once all the orders have been settled, business completion is to be performed in
Controlling.
Task:
Order settlement
1.
Check settlement rule
Display the settlement rule for your order.
Which path do you choose?
Which settlement rule is displayed?
2.
Check settlement profile
Determine the settlement profile for your order from the Customizing
settings.
Which path do you choose?
The settlement profile for your order is:
3.
Determine the allocation structure assigned to the settlement profile. Now
determine which credit cost element is determined from which debit cost
element for your order.
Which path do you choose?
The allocation structure is:
Which credit cost element is valid for which debit cost element for your
order?
Continued on next page
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Unit 4: Completion
4.
PLM315
Settle order: Settle your order.
Which path do you choose?
5.
Analyze order costs after settlement
Display the actual costs by cost type for your order.
Which path do you choose?
6.
Perform business completion for your order after settlement.
How do you do this?
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Lesson: Controlling in the Completion Phase
Solution 10: Controlling in the Completion
Phase
Task:
Order settlement
1.
Check settlement rule
Display the settlement rule for your order.
Which path do you choose?
Which settlement rule is displayed?
a)
SAP standard menu → Logistics → Plant Maintenance →
Maintenance Processing → Order → Change
Symbol for Settlement Rule or
Goto → Settlement Rule
Settlement rules:
2.
Category
Receiver
Percentage
Settlement
type
No.
CTR
4110
100
FUL
1
CTR
4110
100
PER
2
Check settlement profile
Determine the settlement profile for your order from the Customizing
settings.
Which path do you choose?
Continued on next page
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The settlement profile for your order is:
a)
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Maintenance and Service Orders → Functions
and Settings for Order Types → Configure Order Types
Select the line containing order type PM01.
Access details.
Settlement profile: 40
3.
Determine the allocation structure assigned to the settlement profile. Now
determine which credit cost element is determined from which debit cost
element for your order.
Which path do you choose?
The allocation structure is:
Which credit cost element is valid for which debit cost element for your
order?
a)
SAP standard menu → Tools → Customizing → IMG → Execute
Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Basic Settings → General Order Settlement
→ Maintain Settlement Profiles
Select the line containing settlement profile 40.
Access details.
Allocation structure: PM
Plant Maintenance and Customer Service → Maintenance and
Service Processing → Basic Settings → General Order Settlement →
Maintain Allocation Structures
Select the line containing allocation structure PM.
Double click on Assignments in the dialog structure (column on the left)
Check where the debit cost element is listed in the assignments:
Select assignment line ->
Double click on Source in the dialog structure (column on the left)
Continued on next page
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Lesson: Controlling in the Completion Phase
Double click on the cost element group.
The 400xxx cost elements are contained in the assignment 001 Raw
material costs.
The cost element 890000 is in the assignment 030 Consumption
semifinished products.
The cost element 615000 is in the assignment 020 Activity allocation.
Determine the settlement cost element for each source.
Select assignment line ->
Double click on Settlement cost elements in the dialog structure
(column on the left)
400xxx cost elements are settled under cost element 651000 for the
receiver category cost center.
The cost element 890000 is settled under cost element 651000 for
the receiver category cost center.
The cost element 615000 is settled under cost element 652000 for
the receiver category cost center.
4.
Settle order: Settle your order.
Which path do you choose?
a)
SAP standard menu → Logistics → Plant Maintenance →
Maintenance Processing → Completion → Individual Processing →
Settle
Controlling area: 1000 (enter in the Controlling Area popup or choose
Extras → Set Controlling Area)
Order: Enter order number
Settlement period: Enter current month (for example, 04 for April)
Posting period: (Blank - in this case, the posting period is the same
as the settlement period.)
Fiscal year: Enter current fiscal year
Processing type: Automatic
Test run: (Deselected)
5.
Analyze order costs after settlement
Display the actual costs by cost type for your order.
Continued on next page
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Which path do you choose?
a)
SAP standard menu → Logistics → Plant Maintenance →
Maintenance Processing → Order → Change
Costs tab, Rep. Plan/Act. button
Credits
Cost element 651000 Material order settlement
Cost element 652000 Internal activity order settlement
6.
Perform business completion for your order after settlement.
How do you do this?
a)
SAP standard menu → Logistics → Plant Maintenance →
Maintenance Processing → Order → Change
Black and white flag or
Order → Functions → Complete → Complete (Business)
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Lesson: Controlling in the Completion Phase
Lesson Summary
You should now be able to:
•
Set the parameters for order settlement
•
Perform settlement
•
Perform business completion
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Unit Summary
PLM315
Unit Summary
You should now be able to:
•
Carry out necessary Customizing settings for completion confirmation
•
Adjust whole completion confirmation screen
•
Create completion confirmations
•
Perform technical completion
•
Set the parameters for order settlement
•
Perform settlement
•
Perform business completion
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PLM315
Course Summary
Course Summary
You should now be able to:
•
•
•
•
2009
Set up and use notification (notification type, catalog, catalog profiles)
Set up and use planning (order type, work center, capacity planning,
controlling)
Set up and use controlling (material availability check, scheduling, printing)
Set up and use completion (completion confirmation, controlling, history)
© 2009 SAP AG. All rights reserved.
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Course Summary
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PLM315
© 2009 SAP AG. All rights reserved.
2009
Appendix 1
Customizing Paths
To access Customizing go to:
SAP Menu→ Tools → Customizing → IMG → Execute Project
(or use the transaction SPRO)
Select SAP Reference IMG.
Notification
2009
Field Name or Data Type
Path
Overview of notification type
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Overview of Notification Type
Action box
Plant Maintenance and Customer Service
→ Maintenance and Service Processing
→ Maintenance and Service Notifications
→ Notification Processing → Additional
Functions → Define Action Box
General notification
Cross-Application Components → Notification
System condition
Plant Maintenance and Customer Service
→ Maintenance and Service Processing
→ Maintenance and Service Notifications
→ Notification Processing → Condition
Indicator → Define System Conditions
Catalog profile
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Content
→ Define Catalog Profile
© 2009 SAP AG. All rights reserved.
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Field Name or Data Type
Path
Screen templates
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Types →
Set Screen Templates for the Notification Type
Print notifications
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Processing → Notification Print
Control
Allowed change of notification Plant Maintenance and Customer Service
type
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Types →
Allowed Change of Notification Type
182
Field selection
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Types →
Set Field Selection for Notifications
Integration notification/order
(long text transfer, object list
control)
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Define
Notification and Order Integration
Catalogs
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Content
→ Maintain Catalogs etc.
Long text control
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Types
→ Define Long Text Control for Notification
Types
List editing
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Processing → List Editing
© 2009 SAP AG. All rights reserved.
2009
PLM315
Appendix 1: Customizing Paths
Field Name or Data Type
Path
Notification type
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Types →
Define Notification Types
Assign notification types to
order types
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Types →
Assign Notification Types to Order Types
Number ranges
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Types →
Define Number Ranges
Object information
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Processing → Object Information
Partner determination
procedure
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Partners
Priorities
Maintenance and Customer Service →
Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Processing → Response Time
Monitoring → Define Priorities
Response profile
Maintenance and Customer Service →
Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Processing → Response Time
Monitoring → Define Response Monitoring
Transaction start values
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Notifications →
Notification Creation → Notification Types →
Define Transaction Start Values
Planning
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Appendix 1: Customizing Paths
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PLM315
Field Name or Data Type
Path
Refurbishment order
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Indicate Order
Types for Refurbishment Processing
Order combined with
notification
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Define
Notification and Order Integration
Order type
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Configure
Order Types
Business Add-Ins
Plant Maintenance and Customer Service →
System Enhancements and Data Transfer →
Business Add-Ins
Customer exits
Plant Maintenance and Customer Service →
System Enhancements and Data Transfer →
Develop Enhancements
Simple order view
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Basic Order
View → Define View Profiles / Assign View
Profiles to Order Types
External profiles
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Create Default
Value Profiles for External Procurement
Maintenance activity type
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Maintenance
Activity Type → Define Maintenance Activity
Types ...etc.
© 2009 SAP AG. All rights reserved.
2009
PLM315
Appendix 1: Customizing Paths
Field Name or Data Type
Path
Maintenance planning plant
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Assign Order
Types to Maintenance Plants
Integration notification/order
(long text transfer, object list
control)
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Subcontracting for MRO Processes
Costing data (costing variant,
costing sheet)
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Costing Data
for Maintenance and Service Orders
Subcontracting for MRO
processes
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Costing Data
for Maintenance and Service Orders
Number range
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Configure
Number Ranges
Object information
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Object
Information
>> Open Item Management indicator on the
detail screen for the order type
2009
Commitments Management
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Configure
Order Types
OCI interface
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Interface
for Procurement Using Catalogs (OCI)
© 2009 SAP AG. All rights reserved.
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Appendix 1: Customizing Paths
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Field Name or Data Type
Path
Partner determination
procedure
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Partner
→ Define Partner Determination Procedure
and Partner Function
Planning indicator
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Define Default
Value for Planning Indicator for Each Order
Type
Priorities
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → General
Data → Define Priorities
Control key
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Control Key
→ Maintain Control Keys ...etc.
Overhead calculation
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Costing
Data for Maintenance and Service Orders →
Maintain Costing Sheet
Control
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Appendix 1: Customizing Paths
Field Name or Data Type
Path
Printing orders
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Print
Control
Material availability check
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Availability
Check for Material, PRTs and Capacities
Scheduling
Plant Maintenance and Customer Service
→ Maintenance and Service Processing
→ Maintenance and Service Orders →
Scheduling
Time zone support
Plant Maintenance and Customer Service →
Maintenance and Service Processing → Basic
Settings → Activate Time Zone Support for
Application Areas
Completion
2009
Field Name or Data Type
Path
Settlement profile
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Basic Settings → General Order Settlement →
Maintain Settlement Profiles
Settlement rule, creation time
Plant Maintenance and Customer Service
→ Maintenance and Service Processing
→ Maintenance and Service Orders →
Functions and Settings for Order Types →
Settlement Rule: Define Time and Creation of
Distribution Rule
Screen templates for overall
completion confirmation
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Completion Confirmations → Set Screen
Templates for Completion Confirmation
Digital signature
Cross-Application Components → General
Application Functions → Digital Signature
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Appendix 1: Customizing Paths
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PLM315
Field Name or Data Type
Path
Digital signature for order
types
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Maintenance and Service Orders → Functions
and Settings for Order Types → Define Digital
Signature for Order Types
Shift reports
Plant Maintenance and Customer Service →
Maintenance and Service Processing → Shift
Reports/Notes → Settings for Shift Reports
Shift notes
Plant Maintenance and Customer Service →
Maintenance and Service Processing → Shift
Reports/Notes → Settings for Shift Notes
Control parameters for
completion confirmation
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Completion Confirmations → Define Control
Parameters for Completion Confirmations
Allocation structure
Plant Maintenance and Customer Service
→ Maintenance and Service Processing →
Basic Settings → General Order Settlement →
Maintain Allocation Structures
© 2009 SAP AG. All rights reserved.
2009
Feedback
SAP AG has made every effort in the preparation of this course to ensure the
accuracy and completeness of the materials. If you have any corrections or
suggestions for improvement, please record them in the appropriate place in the
course evaluation.
2009
© 2009 SAP AG. All rights reserved.
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