S4133
Customizing in SAP S/4HANA
Asset Management
.
.
EXERCISES AND SOLUTIONS
.
Course Version: 14
Course Duration: 5 Hours 20 Minutes
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iii
Contents
Unit 1:
UI Configuration
1
Exercise 1: UI Configuration
Unit 2:
Organization
4
7
Exercise 2: Configure Plants
Exercise 3: Maintenance Work Center
Unit 3:
Notifications
11
Exercise 4: Notification Type
Unit 4:
Orders
21
33
37
41
44
Exercise 5: Order Type
Exercise 6: Material Planning
Exercise 7: Scheduling
Exercise 8: Printing
Exercise 9: Completion Confirmation
Unit 5:
Controlling
47
56
Exercise 10: Calculation
Exercise 11: Order settlement and Business Completion
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iv
Unit 1
Exercise 1
UI Configuration
Task 1: Check Frontend Roles
1. In the frontend system check the roles assigned to your user.
2. Which role contains the catalog EAM - Corrective Maintenance?
3. Check which tile groups are assigned to your user.
Task 2: Check Backend Roles
1. In the backend system check the roles assigned to your user.
2. Which application types can be found in role SAP_COCKPIT_EAMS_GENERIC_FUNC2?.
3. Now check role ZZ_S4133.
4. What is the effect of the backend roles?
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1
Unit 1
Solution 1
UI Configuration
Task 1: Check Frontend Roles
1. In the frontend system check the roles assigned to your user.
a) Log on to frontend, using the following data
Field
Field value
System/Client
T4N/001
User
S4133–##
Password
Welcome1
Logon Language
EN
b) Execute transaction SU01, enter your user and choose Display.
c) Choose tab Roles.
2. Which role contains the catalog EAM - Corrective Maintenance?
a) Double-click on role Z_BR_MAINTENANCE_PLANNER.
b) Choose tab Menu.
You will find a number of EAM catalogs – one of them is EAM – Corrective
Maintenance.
Note:
All of these catalogs are actually displayed in FLP. Which catalogs/tiles are
displayed is determined by the Tile Groups.
c) Choose Back (F3) to get back to tab Roles.
3. Check which tile groups are assigned to your user.
a) Double-click on role Z_S4133_TILEGROUPS.
b) Choose tab Menu
c) Double-click on one of the Tile Groups e.g. Order.
d) Right-click on the Tile Group and choose Execute.
Result: the browser will be started and the chosen group will be displayed.
Task 2: Check Backend Roles
1. In the backend system check the roles assigned to your user.
a) Log on to backend system with your user.
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2
Solution 1: UI Configuration
b) Execute transaction SU01, enter your user and choose Display.
c) Choose tab Roles.
Assigned roles:
●
SAP_COCKPIT_EAMS_GENERIC_FUNC2
●
SAP_COCKPIT_EAMS_MAINT_WORKER2
●
SAP_SM_S_RFCACL
●
SAP_S_RFCACL
●
ZZ_S4133
2. Which application types can be found in role SAP_COCKPIT_EAMS_GENERIC_FUNC2?.
a) On tab Roles, double-click on role SAP_COCKPIT_EAMS_GENERIC_FUNC2 and choose
Menu.
b) Expand the Role Menu and double-click various apps.
This is a standard role and contains Web Dynpro Apps. These apps are executed via a
tile in FLP.
c) Choose Back (F3) to get back to tab Roles.
3. Now check role ZZ_S4133.
a) Double-click on role ZZ_S4133 and choose Menu.
b) Expand the Role Menu and double-click various apps.
This is a non-standard role and contains transactions and URLs. This role builds the
user menu in the backend system for this training.
c) Choose Back (F3) to get back to tab Roles.
4. What is the effect of the backend roles?
a) The backend roles will determine which transactions and Web Dynpro apps the user
has access to.
In addition all roles assigned to the user in the back-end system can also be displayed
in the SAP Business Client. You can try by entering transaction NWBC which will start
the SAP Business Client for HTML or you can use the SAP Business Client for Desktop.
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3
Unit 2
Exercise 2
Configure Plants
Business Example
Your company comprises several plants, which are all supported by your maintenance
department.
The project team now evaluates, which settings for the plants are generally required and need
to be implemented from a plant maintenance perspective.
Therefore the different functionalities of a plant in general and the maintenance-specific
functionalities in particular need to be evaluated/checked.
Check for the following questions the relevant customizing activity accordingly for plant 1010
in the backend system. Do not change any of the settings.
Check Plant Parameters
1. In which customizing activity can you create a plant?
2. How can you link a plant to the organizational structures for accounting?
3. Which setting is necessary, if maintenance orders need to be planned in a plant?
4. What is the requirement for a plant, so that this maintenance plant for technical objects
can be supervised from a different plant from a planning perspective?
5. What is the requirement, for the refurbishment of spare parts in a plant?
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4
Unit 2
Solution 2
Configure Plants
Business Example
Your company comprises several plants, which are all supported by your maintenance
department.
The project team now evaluates, which settings for the plants are generally required and need
to be implemented from a plant maintenance perspective.
Therefore the different functionalities of a plant in general and the maintenance-specific
functionalities in particular need to be evaluated/checked.
Check for the following questions the relevant customizing activity accordingly for plant 1010
in the backend system. Do not change any of the settings.
Check Plant Parameters
1. In which customizing activity can you create a plant?
a) Start Customizing via IMG SAP Menu > Tools > Customizing > IMG > Execute Projects
or via transaction code SPRO; Press SAP Reference IMG
b) Define, copy, delete, check plant: Enterprise Structure > Definition > Logistics –
General > Define, copy, delete, check plant
c) Double-click on Define Plant; Select Plant 1010 and press Details icon (magnifying
glass)
d) After viewing the details of the plant press the back-arrow / Cancel Icon (red X) to
return to the IMG main menu.
2. How can you link a plant to the organizational structures for accounting?
a) Assign the plant to the company code: Enterprise Structure > Assignment > Logistics >
General > Assign plant to company code
3. Which setting is necessary, if maintenance orders need to be planned in a plant?
a) The plant has to be defined as maintenance planning plant: Enterprise Structure >
Definition > Plant Maintenance > Maintain maintenance planning plant
4. What is the requirement for a plant, so that this maintenance plant for technical objects
can be supervised from a different plant from a planning perspective?
a) The maintenance plant does not have any specific requirements (apart from the
common parameters and settings for plants) except from the following setting: the
maintenance plant needs to be assigned to a maintenance planning plant: Enterprise
Structure > Assignment > Plant Maintenance > Assign maintenance planning plant to
maintenance plant
5. What is the requirement, for the refurbishment of spare parts in a plant?
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5
Unit 2: Organization
a) Activate split valuation: Materials Management > Valuation and Account Assignment >
Split Valuation > Activate Split Valuation
b) Activate condition-based valuation (C) plant specifically: Materials Management >
Valuation and Account Assignment > Split Valuation > Configure Split Valuation
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6
Unit 2
Exercise 3
Maintenance Work Center
Business Example
You work in the project team responsible for equipment maintenance. Your company would
like to map its own maintenance groups and external contractors as the plant maintenance
work centers in the system.
Task 1: Check Organizational Units
1. Check the Organizational Unit Training S4133.
Task 2: Create a Maintenance Work Center
1. Create a new maintenance work center T-EW## in plant 1010. Use description
Electrical Workshop — Group ##. Fill in all parameters as required for maintenance
processing – including the following parameters:
Field Name
Values
Start Time / End Time
07:00 / 5:00 p.m.
Capacity Utilization
60%
No. Ind. Capacities
4
Cost Center
4300
Activity Type
1410
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7
Unit 2
Solution 3
Maintenance Work Center
Business Example
You work in the project team responsible for equipment maintenance. Your company would
like to map its own maintenance groups and external contractors as the plant maintenance
work centers in the system.
Task 1: Check Organizational Units
1. Check the Organizational Unit Training S4133.
a) In the backend system start transaction PPOME.
b) Choose to search by Organizational Unit > Structure Search.
c) Expand the structure as follows: Company > Company Code 1010 > Training 1010 >
Training S4133; Double-click.
d) Check staff assignments on the right.
Task 2: Create a Maintenance Work Center
1. Create a new maintenance work center T-EW## in plant 1010. Use description
Electrical Workshop — Group ##. Fill in all parameters as required for maintenance
processing – including the following parameters:
Field Name
Values
Start Time / End Time
07:00 / 5:00 p.m.
Capacity Utilization
60%
No. Ind. Capacities
4
Cost Center
4300
Activity Type
1410
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Environment → Work Centers → Work Center
→ Create.
b) On the Create Work Center: Initial Screen, enter the following data:
Field Name
Value
Plant
1010
Work Center
T-EW##
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8
Solution 3: Maintenance Work Center
Field Name
Value
Work Center Category
0005
c) Choose
(Enter).
d) On the Create Work Center: Basic Data screen, on the Basic Data tab, enter the
following data:
Field Name
Value
Object description
Electrical workshop, group ##
Person responsible
001
Usage
004
Standard value key
SAP0
e) Open the Default Values tab.
f) In the Control Key filed, enter PM01.
g) On the Capacities tab, enter the following:
Field Name
Value
Capacity category
002
Other formula
SAP008
h) Choose the Capacity button.
i) On the Change Work Center Capacity: Header screen, enter the following data:
Field Name
Value
Start
07:00
End
17:00
Length of breaks
01:00
Capacity utilization
60
No. of indiv. cap.
4
j) Go back.
k) Open the Scheduling tab and enter the following data:
Field Name
Value
Capacity category
002
Int. Proc. Duration
SAP004
l) Open the Costing tab and enter the following data:
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9
Unit 2: Organization
Field Name
Value
Cost Center
4300
ActType Int. Proc.
1410
Formula key (next to Act Type Int. Proc.)
SAP008
m) Check the checkbox next to the formula key.
n) Save and exit the function.
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10
Unit 3
Exercise 4
Notification Type
Business Example
You are member of the project team and you want to check how a new notification type can
be set up.
Task 1: Create a New Notification type
In this task, you will create a new notification type.
1. Create a new notification type 10 + ## (For example, group 01 + 10 = 11) as a copy of
notification type M1 with the following information:
Field Name
Values
Notification Origin
General maintenance notification
Reference time
D
Catalog profile
1000
Update group
26
Early number allocation
Deselected
Use in Request Maintenance App
Selected
2. Add the following settings for the notification header and the long text format for your
notification type 10+##:
●
Screen type header: Header Maintenance Notification
●
Screen type object: Equipment Only
●
Long text format: log line active, no text change active
Task 2: Configure the Notification Screen
1. For the new notification type, create tabs and screen areas based on the following data:
Tab
Tab header
Tab
10\TAB01
Notification
10\TAB08
Screen Screen
area 2 area 3
Screen
area 4
Screen
area 5
Checked 005
032
040
010
015
Maintenance
plan
Checked --
--
--
--
--
10\TAB10
Items
Checked --
--
--
--
--
20\TAB01
Item overview Checked --
--
--
--
--
20\TAB04
Activities
--
--
--
--
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Screen
area 1
Checked --
11
Unit 3: Notifications
Tab
Tab header
Tab
20\TAB02
Causes
20\TAB03
Tasks
Screen
area 1
Screen Screen
area 2 area 3
Screen
area 4
Screen
area 5
Checked --
--
--
--
--
Checked --
--
--
--
--
10\TAB04
System avail- Checked -ability
--
--
--
--
10\TAB12
Activities
--
--
--
--
Checked --
Task 3: Define Priorities and Object Information
1. Check, then assign priority type PM to your notification type 10 + ##.
2. Check, then assign object information key PM to the notification type 10+##.
3. Create a new maintenance notification with your new notification type for the equipment
T-PA00 with priority High.
Establish the following general information about the pump:
From which date is the selection
made?
How many completed orders are
there? See the Compl.ords field)
What is the diameter of the running wheel?
Are there any documents assigned? (Choose the Doc... button)
4. Save the maintenance request and note the notification number.
Task 4: Assign Catalogs and Catalog Profile
1. Which catalogs are used in plant maintenance? Assign these catalogs to your notification
type 10+##.
2. Create a new code group, ##, with short text Pump damage grp ## for the problems
catalog that contains the codes in the following table:
Table 1: Codes
Code
Description
1000
Broken
2000
Torn
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12
Exercise 4: Notification Type
Code
Description
3000
Warped
4000
Leaking
5000
Unbalanced
3. Create catalog profile ## that accesses your code group ## for the problems catalog with
the following information:
Field Name
Value
Catalog Profile
##
Description
Gr-##
4. Enter the following details in the catalog profile:
Catalog
Code group
2
*
5
*
A
*
B
*
C
##
5. Assign your notification type 10+## to your catalog profile ##.
6. Create a notification, with the description Pump is leaking grp. ##, using
notification type 10+##. Check whether the required code group and codes are proposed.
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13
Unit 3
Solution 4
Notification Type
Business Example
You are member of the project team and you want to check how a new notification type can
be set up.
Task 1: Create a New Notification type
In this task, you will create a new notification type.
1. Create a new notification type 10 + ## (For example, group 01 + 10 = 11) as a copy of
notification type M1 with the following information:
Field Name
Values
Notification Origin
General maintenance notification
Reference time
D
Catalog profile
1000
Update group
26
Early number allocation
Deselected
Use in Request Maintenance App
Selected
a) In Customizing for Plant Maintenance and Customer Service, choose: Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Notification Creation → Notification
Types → Define Notification Types.
b) In the Change View "Notification Types": Overview screen, click in row for M1 and
choose
(Details) button.
The Change View "Notification Types": Details screen appears.
c) In the Change View "Notification Types": Details screen, choose
(Copy As) button.
The Change View "Notification Types": Details of Selected Set screen appears.
d) Enter the data from the table.
e) Choose
(Copy).
f) Save and exit the function.
2. Add the following settings for the notification header and the long text format for your
notification type 10+##:
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14
Solution 4: Notification Type
●
Screen type header: Header Maintenance Notification
●
Screen type object: Equipment Only
●
Long text format: log line active, no text change active
a) In Customizing for Plant Maintenance and Customer Service, choose: Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Overview of Notification Type.
The Display View "Notification Type": Overview screen appears.
b) Select notification type 10+##.
c) In the Dialog Structure, double-click the option Screen Areas in Notification Header.
d) In the Change View "Screen Areas in Notification Header": Details, enter the data from
the table.
e) Select notification type 10+ ##, and in the Dialog Structure, double click Format Long
Text.
f) Check the Log Line and the No Text Change checkboxes.
g) Save and go back.
Note:
The number range for the new notification type will be copied from
notification type M1 in this example.
Task 2: Configure the Notification Screen
1. For the new notification type, create tabs and screen areas based on the following data:
Tab
Tab header
Tab
10\TAB01
Notification
10\TAB08
Screen Screen
area 2 area 3
Screen
area 4
Screen
area 5
Checked 005
032
040
010
015
Maintenance
plan
Checked --
--
--
--
--
10\TAB10
Items
Checked --
--
--
--
--
20\TAB01
Item overview Checked --
--
--
--
--
20\TAB04
Activities
Checked --
--
--
--
--
20\TAB02
Causes
Checked --
--
--
--
--
20\TAB03
Tasks
Checked --
--
--
--
--
10\TAB04
System avail- Checked -ability
--
--
--
--
10\TAB12
Activities
--
--
--
--
© Copyright. All rights reserved.
Screen
area 1
Checked --
15
Unit 3: Notifications
a) In Customizing for Plant Maintenance and Customer Service, choose: Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Overview of Notification Type.
b) Select the notification type.
c) In the Dialog Structure, double-click Screen Structure for Extended View.
d) Select New Entries.
e) Complete the Tab and Tab header fields using the data in the table.
f) Check the Tab checkbox and choose
(Enter).
g) If required, enter the Screen area data.
h) Choose
(Enter) and go back.
i) Select New Entries and repeat substeps e to h for the remaining tabs.
j) When all the tabs have been entered, save and exit the function.
Task 3: Define Priorities and Object Information
1. Check, then assign priority type PM to your notification type 10 + ##.
a) In Customizing for Plant Maintenance and Customer Service, choose: Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Notification Processing → Response Time
Monitoring → Define Priorities.
b) On the resulting popup choose Define Priorities for Each Priority Type and check
entries for priority type PM.
c) Press F3 – then choose Assign Priority Types to Notification Types
d) Select the row for your notification type and choose
(Details).
The Change View Priority Types per Notification Type: Details screen appears.
e) In the Priority Type field, enter your priority type.
f) Save and exit the function.
g) Close the Choose Activity dialog box.
2. Check, then assign object information key PM to the notification type 10+##.
a) In Customizing for Plant Maintenance and Customer Service, choose: Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Notification Processing → Object
Information → Define Object Information Keys.
b) Select line of info key PM , then choose Details
c) Check the different entries for info key PM.
d) In Customizing for Plant Maintenance and Customer Service, choose: Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Notification Processing → Object
Information → Assign Object Information Keys to Notification Types.
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16
Solution 4: Notification Type
e) Locate the row for notification type 10+##.
f) In the ObjectInfo column, enter the object information key PM.
g) Save and exit the function.
3. Create a new maintenance notification with your new notification type for the equipment
T-PA00 with priority High.
Establish the following general information about the pump:
From which date is the selection
made?
How many completed orders are
there? See the Compl.ords field)
What is the diameter of the running wheel?
Are there any documents assigned? (Choose the Doc... button)
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Notification → Create (General).
b) Enter your notification type.
c) Choose
(Enter).
The Create PM Notification: IT Support screen appears.
d) In the Reference object area, in the Equipment field, enter T-PA00 and press Enter.
e) Choose
(Continue).
f) Choose High in drop-down list of field Priority (subscreen Start/End Dates)
g) Locate the following information:
From which date is the selection
made?
Current date minus 2 years
How many completed orders are 0
there? See the Compl.ords field)
What is the diameter of the running wheel?
267mm
Are there any documents assigned? (Choose the Doc... button)
No
h) Close the Object Information window.
i) Save and exit the function.
4. Save the maintenance request and note the notification number.
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17
Unit 3: Notifications
a) Choose
(Save).
b) Note the notification number
c) Exit the function.
Task 4: Assign Catalogs and Catalog Profile
1. Which catalogs are used in plant maintenance? Assign these catalogs to your notification
type 10+##.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Overview of Notification Type.
b) Select the notification type that you created previously, and in the Dialog Structure
double-click the line Catalogs and Catalog Profiles.
c) Assign the following catalogs:
Field Name
Values
Problems
C
Causes
5
Tasks
2
Activities
A
Object parts
B
d) Save and exit the function.
2. Create a new code group, ##, with short text Pump damage grp ## for the problems
catalog that contains the codes in the following table:
Table 1: Codes
Code
Description
1000
Broken
2000
Torn
3000
Warped
4000
Leaking
5000
Unbalanced
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
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18
Solution 4: Notification Type
→ Maintenance and Service Notifications → Notification Creation → Notification
Content → Maintain Catalogs.
b) In the Choose Activity dialog box, choose Edit Catalog, and click Choose.
c) In the Catalog field, enter C.
d) In the Code Group field, enter ##.
e) Choose Create/Change.
f) Enter a short text and set the status to Released.
g) Choose
(Enter).
h) Select the line and, in the Dialog Structure, double-click the Codes folder.
i) Choose New Entries.
j) Enter the data in the table.
k) Choose Save.
l) Exit the function.
3. Create catalog profile ## that accesses your code group ## for the problems catalog with
the following information:
Field Name
Value
Catalog Profile
##
Description
Gr-##
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Notification Creation → Notification
Content → Define Catalog Profile.
b) Choose New Entries.
c) Enter the data from the table.
d) Choose
(Enter)
4. Enter the following details in the catalog profile:
Catalog
Code group
2
*
5
*
A
*
B
*
C
##
a) In the Dialog Structure, double-click Catalogs / code groups folder.
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19
Unit 3: Notifications
b) Choose New Entries.
c) Enter the data from the table.
d) Save and exit the function.
5. Assign your notification type 10+## to your catalog profile ##.
a) In Customizing for Plant Maintenance and Customer Service, choose 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
In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Notifications → Overview of Notification Type.
b) Select the row for your notification type and choose
(Details).
c) In the Catalog profile field, delete the profile 1000 and enter the profile ##.
d) Save and exit the function.
6. Create a notification, with the description Pump is leaking grp. ##, using
notification type 10+##. Check whether the required code group and codes are proposed.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Notification → Create (General).
b) Enter your notification type and choose
(Enter).
c) Enter the description.
d) Click in the Damage field, and open the Input Help.
e) Choose a code.
f) Save the notification and record the number.
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20
Unit 4
Exercise 5
Order Type
Business Example
You are part of the project team responsible for maintenance. You want to create a new order
type for processing routine maintenance tasks in your company. All the parameters for the
order type should be configured optimally for this purpose.
Task 1: Create a New Order Type
1. In the backend system, 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.
2. Assign this order type to the number range group for maintenance orders.
3. Assign this order type to the maintenance planning plant 1010.
4. Set your order type so that the settlement rule is mandatory at the time of order
completion.
5. Assign the costing variant ZZ01 for maintenance orders (for planned and actual costs) to
your order type in plant 1010.
6. Assign permitted maintenance activity types to your order type and define maintenance
activity type 001 as the default activity type.
7. Copy the scheduling parameters for plant 1010 / order type PM01 to your order type
LO##.
Task 2: Create a Maintenance Order
1. Create an order with the order type LO## for your equipment T-PA##. Enter the
followings description to the order: Test Order 1 grp ##
2. Which fields are available to enter a reference object?
3. Which maintenance activity type is proposed and which could you assign to the order
otherwise?
4. Save the order and record the number assigned to it.
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21
Unit 4: Orders
Task 3: Define and Assign Profiles
1. Define the default value profile EXS## for external processing data and EXM## for
external materials with the following parameters:
Field Name
EXS##
EXM##
Profile
Procured services
External material PM
Cost Element
65008000
50301000
Purchasing Org.
101C
101C
Purch. Group
Z40
Z40
Material Group
P001
L004
2. Assign the profile EXS## for external processing and the profile EXM## for an external
material for your order type LO## and for plant 1010.
3. Display the settings of the Default Value Profile for General Order Data: Z1000
4. Assign the profile Z1000 for general order data for your order type LO## and for the plant
1010.
5. Check the appropriate checkboxes so that it is possible to select operations and replace
the work center when incorporating a task list.
Task 4: Plan Non-Stock Material and External Services
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
the non-stock material T-PM3300. Save the order.
2. Call the order again and determine the following data:
Column Name
Value
Material group for external operation
?
PurchReq. no. External operation
?
PurchReq. no. Non-stock material
?
Cost element for non-stock material
?
Task 5: Customize Additional Settings
1. Assign priority type ## to order type LO##.
2. Assign the object information key ## to the order type LO##.
3. Group all external services and materials under one purchase requisition number.
4. Assign the following to your order type:
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22
Exercise 5: Order Type
Field Name
Value
Partner Determination Procedure
PM
Function of Partner
VW(Person Responsible)
5. Adjust the settings so that address data for your order type is determined in the following
sequence: Order → Equipment → Functional location.
6. The default value for the control key for your order type is to be PM01, where the planning
plant is 1010.
7. Ensure that change documents are generated.
8. Define Documentation for Goods Movements for the Order.
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23
Unit 4
Solution 5
Order Type
Business Example
You are part of the project team responsible for maintenance. You want to create a new order
type for processing routine maintenance tasks in your company. All the parameters for the
order type should be configured optimally for this purpose.
Task 1: Create a New Order Type
1. In the backend system, 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.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Configure Order Types.
b) Choose New Entries.
c) Enter the following data:
Field Name
Value
Order Type
LO##
Description
Routine Maintenance grp ##
Settlement profile
40
Budget profile
000001
Screen RefObject
O100
d) Save and exit the function.
2. Assign this order type to the number range group for maintenance orders.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Configure Number Ranges.
b) Choose Change Groups.
c) Select the order type and choose Assign Element to Group.
d) In the Group Selection dialog box, choose the number range 15; Maintenance & Service
Orders.
e) Choose
© Copyright. All rights reserved.
(Copy)
24
Solution 5: Order Type
f) Save and exit the function.
3. Assign this order type to the maintenance planning plant 1010.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Click New Entries.
The New Entries:Overview of Added Entries screen appears.
c) In the Plnt (Maintenance Planting Plant) column, enter 1010.
d) In the Type column, on the same row, enter LO##.
e) Save and exit the function.
4. Set your order type so that the settlement rule is mandatory at the time of order
completion.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) In the Change View: Time for Settlement Rule, Distribution Rule for Sub-order screen,
ensure that the Settlement rule time column for your order type is set to Mandatory
for completion.
5. Assign the costing variant ZZ01 for maintenance orders (for planned and actual costs) to
your order type in plant 1010.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Select the row for your order and choose
(Details).
c) In the Planned var. cal. (Planned variant calculation) field, enter ZZ01.
d) In the Actual var. cal. (Actual variant calculation) field, enter ZZ01.
e) Save and exit the function.
6. Assign permitted maintenance activity types to your order type and define maintenance
activity type 001 as the default activity type.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Choose New Entries.
c) In the New Entries: Overview of Added Entries screen, assign the already available
maintenance activity types, for example, 001, 002 and 003.
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25
Unit 4: Orders
d) Save and exit the function.
e) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Maintenance Activity Type → Default Values for Maintenance Activity Type for Each
Order Type.
f) On the Change View " MainActivType Default f. Order Types": Overview screen, locate
the row for your order type.
g) In the MAT column, enter 001.
h) Save and exit the function.
7. Copy the scheduling parameters for plant 1010 / order type PM01 to your order type
LO##.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Scheduling → Set Scheduling Parameters
b) Select the entries for plant 1010 and order type PM01; Choose Copy as
Field Name
Value
Order Type
LO##
c) Press Enter; Save
Task 2: Create a Maintenance Order
1. Create an order with the order type LO## for your equipment T-PA##. Enter the
followings description to the order: Test Order 1 grp ##
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Create (General).
b) In the Order Type field, enter LO##.
c) In the Equipment field, enter T-PA##.
d) Choose
(Enter).
e) Enter the description.
2. Which fields are available to enter a reference object?
Functional Location, Equipment and Assembly
3. Which maintenance activity type is proposed and which could you assign to the order
otherwise?
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26
Solution 5: Order Type
Default depending on the key maintained in the previous exercise, for example 001; 002
and 003 can be assigned.
4. Save the order and record the number assigned to it.
a) Choose Save.
Task 3: Define and Assign Profiles
1. Define the default value profile EXS## for external processing data and EXM## for
external materials with the following parameters:
Field Name
EXS##
EXM##
Profile
Procured services
External material PM
Cost Element
65008000
50301000
Purchasing Org.
101C
101C
Purch. Group
Z40
Z40
Material Group
P001
L004
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Click New Entries.
c) Enter the data for EXS##.
d) Save and go back.
e) Repeat steps b and c and enter the data for EXM##.
f) Save and exit the function.
2. Assign the profile EXS## for external processing and the profile EXM## for an external
material for your order type LO## and for plant 1010.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Click New Entries.
c) In the Plant field, enter 1010.
d) In the Order Type field, enter LO##.
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27
Unit 4: Orders
e) In the ExternProfile (External Profile) field, enter EXS##.
f) In the Mat. Profile (Material Profile) field, enter EXM##.
g) Save and exit the function.
3. Display the settings of the Default Value Profile for General Order Data: Z1000
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Create Default Value Profiles for General Order Data
b) Mark entry Z1000 and choose Details
c) Choose Back (F3) twice
4. Assign the profile Z1000 for general order data for your order type LO## and for the plant
1010.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Mark the entry which you have just created and choose Details.
c) In the MaintProfile field, enter Z1000.
d) Save and stay in the function.
5. Check the appropriate checkboxes so that it is possible to select operations and replace
the work center when incorporating a task list.
a) Check the OperSelection (Operation selection) checkbox.
b) Check the WrkCntrSelect (Work Center Selection) checkbox.
c) Save and exit the function.
Task 4: Plan Non-Stock Material and External Services
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
the non-stock material T-PM3300. Save the order.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change.
b) In the Order field, enter your order and press Enter.
c) Open the Operations tab.
d) In the operations list, enter the following data:
OpAc (Operation Activity)
Control Key
Operation short Work
text
Un (Unit for
Work)
0010
PM01
Internal Opera- 2
tion
H
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28
Solution 5: Order Type
OpAc (Operation Activity)
Control Key
Operation short Work
text
Un (Unit for
Work)
0020
PM02
External Opera- -tion
H
e) Double-click on operation number 0010 .
f) In tab Components enter component T-PM3300, requirement quantity 1, Base unit of
measure PC, Item Category N and choose Enter. T-PM3300, you need to confirm it.
Confirm the resulting popup.
g) Return to the Operations tab.
h) Mark the external operation and choose External
i) On the tab External, enter the following:
Operation quantity : 1
Quantity Unit: AU (activity unit)
Price: 300
j) Choose Save.
2. Call the order again and determine the following data:
Column Name
Value
Material group for external operation
?
PurchReq. no. External operation
?
PurchReq. no. Non-stock material
?
Cost element for non-stock material
?
a) The following steps describe how to find the data related to the External Operation:
b) In the Order field, enter your order and press Enter.
c) Open the Operations tab.
d) Select operation 0020.
e) Choose External.
The data for the profile is automatically defaulted.
f) Choose Act. Data to display the purchase requisition number for the external operation
g) The following steps describe how to find the data related to the Non-stock material
h) Choose Components
i) Mark the position of the non-stock item and choose Purch.
Column Name
Value
Material group for external operation
L004
PurchReq. no. External operation
100xxxxx
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Unit 4: Orders
Column Name
Value
PurchReq. no. Non-stock material
100xxxxx
Cost element for non-stock material
50301000
j) Save and exit the function.
Task 5: Customize Additional Settings
1. Assign priority type ## to order type LO##.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → General Data → Define Priorities.
b) In the Activity dialog box, choose Define Priority Types for Orders.
c) In the row for order type LO##, in the PrTyp column, enter priority type ##.
d) Save and return to Customizing.
2. Assign the object information key ## to the order type LO##.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Object Information → Assign Object
Information Keys to Order Types.
b) In the row for order type LO##, in the ObjectInfo column, enter the object information
key ##.
c) Save.
3. Group all external services and materials under one purchase requisition number.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Define Change Documents, Collective Purchase Requisition, MRP relevance
b) In the Change View "Increment for Automatic Operation Number": Overview screen,
locate the row for your order type..
c) In the CollReqstn column, check the checkbox.
d) Save and exit the function.
4. Assign the following to your order type:
Field Name
Value
Partner Determination Procedure
PM
Function of Partner
VW(Person Responsible)
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
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30
Solution 5: Order Type
→ Maintenance and Service Orders → Partner → Define Partner Determination
Procedure and Partner Function.
b) In the Choose Activity dialog box, choose Assign Partner Determination Procedure to
Order.
c) Locate the row for your order type.
d) In the PartnerSchema column, enter PM.
e) In the Funct. of order column, enter VW.
f) Save and exit the function.
g) Close the Choose Activity dialog box.
5. Adjust the settings so that address data for your order type is determined in the following
sequence: Order → Equipment → Functional location.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Choose New Entries.
c) Enter the following data:
Field Name
Value
Planning Plant
1010
Order Type
LO##
Category
OKP
A1
1
A2
2
A3
3
d) Save and exit the function.
6. The default value for the control key for your order type is to be PM01, where the planning
plant is 1010.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Locate and select the row for your order type.
c) Choose
(Details).
d) In the Change View "Control Key Default": Details screen, in the Control Key field, enter
PM01.
e) Save and exit the function.
7. Ensure that change documents are generated.
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31
Unit 4: Orders
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Define Change Docs, Collective Purchase Requirements, MRP relevance.
b) In the row corresponding to your order type, check the Change document checkbox.
c) Save and exit the function.
8. Define Documentation for Goods Movements for the Order.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Goods Movements for Order. → Define Documentation for Goods Movements for
the Order.
b) Activate checkboxes in columns PurchOrder, PlGoodsIss, UnplGoodsIss.
c) Save and exit the function.
© Copyright. All rights reserved.
32
Unit 4
Exercise 6
Material Planning
Business Example
You are service engineer for a large manufacturing plant. You want to check the availability of
materials required to replace damaged parts in a piece of equipment.
Task 1: Check Material Master
1. Show assigned checking group in the material master T-PM2300.
Task 2: Make customizing settings for order type
1. Assign rule PM to your order type in Plant 1010 for availability checks 01 and 02 to check
material availability. When parts are missing, the user should decide whether or not to
release the order. PRT and capacity availability will not be checked.
Task 3: Create a new order
1. Create a new order using your Order Type LO##, for reference object T-PA## and assign
the order description Replace spare parts. Assign the following materials and carry out a
material availability check individually for each component:
Item
Component
Reqmt Qty (Requirement UM (Unit of
Quantity)
Measurement)
IC Item Category
0010
T-PM2100
1
PC
L
0020
T-PM2300
1
PC
L
© Copyright. All rights reserved.
33
Unit 4
Solution 6
Material Planning
Business Example
You are service engineer for a large manufacturing plant. You want to check the availability of
materials required to replace damaged parts in a piece of equipment.
Task 1: Check Material Master
1. Show assigned checking group in the material master T-PM2300.
a) Start transaction MM03.
b) Enter material T-PM2300.
c) Select view MRP 3.
d) Enter plant 1010 and press ENTER.
e) In subscreen Availability Check check entry – entry is 01 (Daily Requirements).
Task 2: Make customizing settings for order type
1. Assign rule PM to your order type in Plant 1010 for availability checks 01 and 02 to check
material availability. When parts are missing, the user should decide whether or not to
release the order. PRT and capacity availability will not be checked.
a) In the Customizing for Plant Maintenance and Customer Service, choose 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.
b) Select New Entries.
c) Enter the following information:
Field Name
Value
Plant
1010
Order type
LO##
Availability Check
1 - Check availability during
order creation
Check material availability when saving
order
Selected
Checking rule
PM
No check (In the PRT availability screen
area)
Selected
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34
Solution 6: Material Planning
d) Save and go back.
The Change View “Order control”: Overview screen appears.
e) Select New Entries.
f) Enter the following information:
Field Name
Value
Plant
1010
Order type
LO##
Availability Check
2 - Check availability during
order release
Check material availability when saving
order
Selected
Checking rule
PM
Release Material
1
No check (In the PRT availability screen
area)
Selected
g) Save and exit the function.
Task 3: Create a new order
1. Create a new order using your Order Type LO##, for reference object T-PA## and assign
the order description Replace spare parts. Assign the following materials and carry out a
material availability check individually for each component:
Item
Component
Reqmt Qty (Requirement UM (Unit of
Quantity)
Measurement)
IC Item Category
0010
T-PM2100
1
PC
L
0020
T-PM2300
1
PC
L
a) On the SAP Easy Access screen, choose SAP Menu > Logistics > Plant Maintenance >
Maintenance Processing > Order > Create (General)
b) Enter the order type and equipment details and choose Enter.
c) Choose the Components tab.
d) Enter the data from the table.
(Material Availability Check) on tab
e) Mark item T-PM2300 and choose the icon
Components.
The Confirmation Proposal screen appears for item 2 (component T–PM2300). In the
Confirmation proposal area, the confirmed quantity displays.
f) Choose Scope of check.
The Display Scope of Check window appears. Scope of Check shows the configuration
settings for the checking rule that is assigned to the order type.
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35
Unit 4: Orders
g) Close the window.
h) Choose Continue.
The Display Scope of Check window appears.
i) Choose Continue.
j) Save and exit the function.
© Copyright. All rights reserved.
36
Unit 4
Exercise 7
Scheduling
Business Example
You work as part of the project team responsible for maintenance. You want to know how to
schedule a maintenance order.
Task 1: Define Scheduling
1. Check the scheduling parameters for your order type LO## in plant 1010 which you
copied before. Adjust the previously defined scheduling parameters as follows:
Field Name
Value
Plant
1010
Order type
LO##
Prodn Superv.
*
Adjust dates
Do not adjust basic dates, dep. requirements to operation dates
Scheduling type
Forward in time
Automatic scheduling
Yes
Task 2: Perform Scheduling
1. Create a new order with order type LO## for your equipment T-PA##. Create four
operations with your work center T-ME## using the following data:
Operation
Operation Short
Text
Work
Unit
0010
Clean pump
12
HR
0020
Replace valve
8
HR
0030
Check flow
10
HR
0040
Check seal
2
HR
Note the following information:
Operation
Start: Basic/Scheduled
End: Basic/Scheduled
0010
0020
0030
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37
Unit 4: Orders
Operation
Start: Basic/Scheduled
End: Basic/Scheduled
0040
© Copyright. All rights reserved.
38
Unit 4
Solution 7
Scheduling
Business Example
You work as part of the project team responsible for maintenance. You want to know how to
schedule a maintenance order.
Task 1: Define Scheduling
1. Check the scheduling parameters for your order type LO## in plant 1010 which you
copied before. Adjust the previously defined scheduling parameters as follows:
Field Name
Value
Plant
1010
Order type
LO##
Prodn Superv.
*
Adjust dates
Do not adjust basic dates, dep. requirements to operation dates
Scheduling type
Forward in time
Automatic scheduling
Yes
a) In Customizing for Plant Maintenance, choose Plant Maintenance and Customer
Service → Maintenance and Service Processing → Maintenance and Service Orders
→ Scheduling → Set Scheduling Parameters.
b) Select entry for the combination plant 1010 and order type LO##. Choose Details.
c) On the Change View: “Specify scheduling parameters”: Details screen, enter the data
from the table.
d) Save and exit the function.
Task 2: Perform Scheduling
1. Create a new order with order type LO## for your equipment T-PA##. Create four
operations with your work center T-ME## using the following data:
Operation
Operation Short
Text
Work
Unit
0010
Clean pump
12
HR
0020
Replace valve
8
HR
0030
Check flow
10
HR
© Copyright. All rights reserved.
39
Unit 4: Orders
Operation
Operation Short
Text
Work
Unit
0040
Check seal
2
HR
Note the following information:
Operation
Start: Basic/Scheduled
End: Basic/Scheduled
0010
0020
0030
0040
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Create (General).
b) Enter the order type and equipment details and choose Enter.
c) On the Operations tab, enter the information from the table.
d) Choose Schedule.
e) Save the order.
© Copyright. All rights reserved.
40
Unit 4
Exercise 8
Printing
Business Example
You are part of the project team and you want to know how to define the parameters for
printing orders and notifications.
Task 1: Make Settings for your Order Type
1. Define the order papers to be printed for your order type LO## as shown in the table.
Paper
Description
2010
Operation control ticket
2030
Job ticket
2040
Pick list
2. Set up user-specific print defaults based on the following specifications:
Field Name
Value(Default 1)
User
*
Planning plant
1010
Planner group
P##
Shop paper
*
Output device
LOCL
Number of copies
1
New Spool Request
Select
Print Now
Select
Delete After Output
Select
Task 2: Print your Order
1. Print an existing order of order type LO##. (Use the order created in exercise Perform the
Basic Configuration of an Order Type.
2. Display the print log.
© Copyright. All rights reserved.
41
Unit 4
Solution 8
Printing
Business Example
You are part of the project team and you want to know how to define the parameters for
printing orders and notifications.
Task 1: Make Settings for your Order Type
1. Define the order papers to be printed for your order type LO## as shown in the table.
Paper
Description
2010
Operation control ticket
2030
Job ticket
2040
Pick list
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Print Control → Define Shop Papers, Forms
and Output Programs.
b) Choose Define Shop Papers for Order Type.
c) Choose the three rows in the table corresponding to papers 2010, 2030, and 2040.
d) Choose Copy As.
e) In the Document type field, enter your order type.
f) In the Selection field, enter a description and choose Enter.
g) Repeat steps e and f for the two remaining papers.
h) Choose Save.
i) Exit the function.
j) Close the Choose Activity dialog box.
2. Set up user-specific print defaults based on the following specifications:
Field Name
Value(Default 1)
User
*
Planning plant
1010
Planner group
P##
Shop paper
*
Output device
LOCL
© Copyright. All rights reserved.
42
Solution 8: Printing
Field Name
Value(Default 1)
Number of copies
1
New Spool Request
Select
Print Now
Select
Delete After Output
Select
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Print Control → Define Printers.
b) Choose User-Specific Print Control.
c) Choose New Entries.
d) Choose PM-specific Fields On/Off.
e) Enter the data for default 1.
f) Save and exit the function.
Task 2: Print your Order
1. Print an existing order of order type LO##. (Use the order created in exercise Perform the
Basic Configuration of an Order Type.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change Order
b) Enter the order number and press Enter.
c) Select the Release Icon, if the system status does not contain status Released (REL).
d) In the order, from the menu, choose Order → Print → Order.
Hint: Make sure that you have set the order status to Released previously, unless you
have set up the relevant Customizing settings for preprinting and reprinting orders.
Note:
In case you get a popup offering to print to Microsoft PDF, press Cancel.
2. Display the print log.
a) Choose Print/Fax.
b) Open the order again.
c) In the order header menu, choose Goto → Logs → Print.
d) Exit the function.
© Copyright. All rights reserved.
43
Unit 4
Exercise 9
Completion Confirmation
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: Assign Confirmation Parameters
1. Apply the following configuration parameters to the combination of Plant 1010 and your
Order Type LO##.
Field Name
Value
Plant
1010
Order Type
LO##
Final confirmation
Selected
Clear Open Reservs.
Selected
Propose dates
Selected
Propose activities
Selected
WrkDev. active
Selected
Work deviation
50
DurtnDev. active
Not selected
Duration deviation
--
Dates in future
Not selected
Note:
These parameters ensure that the system proposes final confirmation
(including the posting of outstanding reservations, dates, and activities). The
parameters also ensure that actual work can only exceed planned work by a
maximum of 50%.
Task 2: Adjust the Overall Completion Confirmation Screen
1. Check the settings for profile T-PM01 of the overall completion confirmation.
Task 3: Create a Time Confirmation for your Order
1. Create a time confirmation for your last (released) order with order type LO##.
© Copyright. All rights reserved.
44
Unit 4
Solution 9
Completion Confirmation
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: Assign Confirmation Parameters
1. Apply the following configuration parameters to the combination of Plant 1010 and your
Order Type LO##.
Field Name
Value
Plant
1010
Order Type
LO##
Final confirmation
Selected
Clear Open Reservs.
Selected
Propose dates
Selected
Propose activities
Selected
WrkDev. active
Selected
Work deviation
50
DurtnDev. active
Not selected
Duration deviation
--
Dates in future
Not selected
Note:
These parameters ensure that the system proposes final confirmation
(including the posting of outstanding reservations, dates, and activities). The
parameters also ensure that actual work can only exceed planned work by a
maximum of 50%.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Completion Confirmations → Define Control Parameters for Completion
Confirmations.
b) Choose New Entries.
c) Enter the data from the table.
d) Save and exit the function.
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Unit 4: Orders
Task 2: Adjust the Overall Completion Confirmation Screen
1. Check the settings for profile T-PM01 of the overall completion confirmation.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Completion Confirmations → Set Screen Templates for Completion Confirmation.
b) Double click profile T-PM01.
c) Note the settings that have been made.
Task 3: Create a Time Confirmation for your Order
1. Create a time confirmation for your last (released) order with order type LO##.
a) Start transaction IW41 (Individual time confirmation).
b) Enter your order number and press ENTER.
c) In field Actual Work enter f.ex. 2 (hours).
d) Check activity type - accept default values 1410.
e) Choose Save.
Note:
As an alternative you can create time confirmations from within the order
list (IW38) via Order >Confirmation >Collective Confirmation - or using
transactions IW42, IW48.
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46
Unit 5
Exercise 10
Calculation
Business Example
You are part of the project team and you want to check how cost estimates, calculation and
commitments management within an order can be set up.
Task 1: Create Order to check Calculation
1. Create a new maintenance order with the standard order type PM01 for your equipment TPA##. Carry out a cost estimation based on the value categories in the cost profile. Then
schedule your workshop T-ME## for 5 hours. The pressure cover T-PM2200 is to be
replaced. Use the following data for the estimated costs:
Value Category Description
Estimated Costs
Internal Labor
250
Internal Materials / Spares
25
2. Execute the order and perform time confirmation and goods movement.
Task 2: Calculate Overhead Costs
1. Determine the actual overheads for the order that you created in the previous task.
Task 3: Perform Commitments Management
1. Which settings do you activate for the order type to use open item management?
2. Plan a new operation for external services with the control key PM02 and the operation
quantity 1 AU (activity units) in the order you created in exercise Configure
calculation settings of an Order Type and enter a valuation price of 100 Euro.
3. What is the commitment value displayed for your order?
4. Enter a purchase order for 1 AU (one activity unit) for your order.
5. What is the commitment value displayed for your order now?
6. Enter a goods receipt for 1 AU goods receipt for your order.
7. What is the commitment value displayed for your order now?
Task 4: Check Customizing Settings
1. View the Settings for Display of Costs in Customizing.
2. Which value categories does the cost profile contain?
3. Which is the valid cost estimate version?
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Unit 5: Controlling
4. Check the assignment of the following cost element groups to value categories for
controlling area A000:
Value category
Cost element Group
1000
?
2000
?
3000
?
4000
?
5000
?
6000
?
5. 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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48
Unit 5
Solution 10
Calculation
Business Example
You are part of the project team and you want to check how cost estimates, calculation and
commitments management within an order can be set up.
Task 1: Create Order to check Calculation
1. Create a new maintenance order with the standard order type PM01 for your equipment TPA##. Carry out a cost estimation based on the value categories in the cost profile. Then
schedule your workshop T-ME## for 5 hours. The pressure cover T-PM2200 is to be
replaced. Use the following data for the estimated costs:
Value Category Description
Estimated Costs
Internal Labor
250
Internal Materials / Spares
25
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Create (General).
b) In the Order Type field, enter PM01.
c) In the Equipment field, enter T-PA##.
d) Choose
(Enter).
e) Open the Costs tab.
f) In the Costs subtab, in the Estimated Costs column, enter the estimated costs, from
the table, directly in the lines for the corresponding value categories.
g) Choose
(Enter).
The total estimated cost is displayed in the Costs field in the order header.
h) Navigate back and open the Operations tab.
i) In the Work column for operation 0010, enter 5. Ensure that the unit of work is set to H.
j) Select the row for operation 0010 and choose button Internal.
k) Click on the List button (Structure List) to access the Bill of Materials.
l) Expand T-PM1000 and select material T-PM2200; then choose
m) Choose Header data and click
.
(Release).
n) Save the order and note the order number.
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49
Unit 5: Controlling
2. Execute the order and perform time confirmation and goods movement.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Completion Confirmation → Entry → Overall
Completion Confirmation.
Note:
You can exchange the Screen layout via Extras –> Settings e.g. T-PM01
b) Enter the order number.
Note:
If there is a warning message regarding incomplete customizing you can
ignore it.
c) In the Time confirmation screen area, choose
(Operation Data).
The system loads the material scheduled for the operation.
d) In the Goods movements for operation 0010 screen area, enter storage location 101A.
e) Choose
(Enter).
f) Save and exit the function.
Task 2: Calculate Overhead Costs
1. Determine the actual overheads for the order that you created in the previous task.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Completion → Individual Processing → Determine
Actual Cost Surcharges.
b) Enter the current period and order number.
c) Uncheck the Test Run checkbox.
d) Click
(Execute).
The Actual Overhead Calculation: Order Basic list screen appears.
e) Exit the function.
f) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Display.
g) Enter the order number and choose
(Enter).
h) Open the Order Cost tab.
i) The overheard cost is displayed in the Actual costs column on the Overhead row.
j) Exit the function.
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50
Solution 10: Calculation
Task 3: Perform Commitments Management
1. Which settings do you activate for the order type to use open item management?
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Configure Order Types.
b) Select the row for your order type, and choose
(Details).
c) Check the Open item management checkbox.
d) Save and exit the function.
2. Plan a new operation for external services with the control key PM02 and the operation
quantity 1 AU (activity units) in the order you created in exercise Configure
calculation settings of an Order Type and enter a valuation price of 100 Euro.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change.
b) Enter your order number and choose
(Enter).
c) Choose tab Operations.
d) Enter the following data for operation 0020:
Field Name
Value
Operation short text
External Service ##
Control key
PM02
e) Select operation 0020 and press button External.
f) Enter the following data:
Field Name
Value
Operation qty(fields Quantity and Base
Unit of measure)
1 AU
Price
100 EUR
g) Choose Enter.
h) Save and exit the function.
3. What is the commitment value displayed for your order?
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change.
b) Enter your order number and choose
(Enter).
c) From the toolbar, choose Extras → Cost reports → Budget/commitments.
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51
Unit 5: Controlling
d) The List: Budget/Actual/Commitments screen displays the purchase requisition
commitment.
e) Exit the report.
4. Enter a purchase order for 1 AU (one activity unit) for your order.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Materials
Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant
Known.
b) In the Create Purchase Order screen, choose Document Overview On.
c) Choose
(Selection Variant) and choose My Purchase Requisitions from the menu.
d) Drag the purchase requisition into the shopping cart.
e) In the Vendor field, enter T-PM01.
f) Choose Save and note the PO number.
5. What is the commitment value displayed for your order now?
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change.
b) Enter your order number and choose
(Enter).
c) From the toolbar, choose Extras → Cost reports → Budget/commitments.
d) The List: Budget/Actual/Commitments screen displays the purchase order
commitment.
e) Exit the report.
6. Enter a goods receipt for 1 AU goods receipt for your order.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Completion Confirmation → Goods Movement
→ Goods Movement (MIGO).
b) In the Trans./Event field, enter Goods Receipt.
c) In the Reference Document field, enter Purchase Order.
d) In the Purchase Order field, enter the purchase order number.
e) Press Enter.
f) At the bottom of the screen, check the Item OK checkbox.
g) Save the entry and exit the function.
7. What is the commitment value displayed for your order now?
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change.
b) Enter your order number and choose
(Enter).
c) From the toolbar, choose Extras → Cost reports → Budget/commitments.
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52
Solution 10: Calculation
d) The List: Budget/Actual/Commitments screen no longer displays the purchase order
commitment.
Note:
If the goods receipt value is the same as the purchase order value, the
commitment is canceled out completely.
e) Exit the report.
Task 4: Check Customizing Settings
1. View the Settings for Display of Costs in Customizing.
a) Start transaction SPRO and press F5.
b) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing → Basic
Settings → Settings for Display of Costs → Define Default Values for Value Categories.
2. Which value categories does the cost profile contain?
a) Value categories:
Value category
Description
1000
Internal Labor
2000
External Services
3000
Internal Material / Spares
4000
External Material / Spares
3. Which is the valid cost estimate version?
Cost estimate version 6 (determined by Controlling).
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing → Basic
Settings → Settings for Display of Costs → Define Version for Cost Estimates for
Orders.
b) Exit the function.
4. Check the assignment of the following cost element groups to value categories for
controlling area A000:
Value category
Cost element Group
1000
?
2000
?
3000
?
4000
?
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Unit 5: Controlling
Value category
Cost element Group
5000
?
6000
?
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing → Basic
Settings → Settings for Display of Costs → Assign Cost Elements to Value Categories.
b) In the Set Controlling Area dialog box, enter A000 and choose Continue.
c) To find the assigned cost element, click in a row and then choose
(Display).
d) Note the cost element.
e) Go back.
f) Repeat steps b to d until to you have identified each cost element assigned to each
value category.
Value category
Cost element Group
1000
MAINT1000
2000
MAINT2000
3000
MAINT3000
4000
MAINT4000
5000
MAINT5000
6000
MAINT6000
Note:
This means that all costs that debit the order using the cost elements listed
are displayed using the corresponding value categories.
Note:
A cost element group can be displayed using transaction KAH3.
5. Check the rules for determining planned costs in the order according to the Customizing
settings and the relevant order data and other data.
a) In Customizing for Plant Maintenance and Customer Service, choose 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.
b) Double-click Costing Variant ZZ01.
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54
Solution 10: Calculation
c) In the Change View "Costing Variants": Details screen, the costing type and valuation
variant is listed.
Note:
The valuation variant contains pricing strategies for all resource types
(material, internal, external processing, and so on).
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55
Unit 5
Exercise 11
Order settlement and Business Completion
Task 1: Determine settlement rule
1. Determine the settlement rule for your last order.
Category
Receiver
Percentage
Settlement
Type
No. (Dist. Rule
Number)
?
?
?
?
?
?
?
?
?
?
Task 2: Perform Order Settlement
1. Settle the order using the following data:
Field Name
Value
Controlling Area
A000
Order
8xxxxxx (Your 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
Not selected
2. Display the actual costs by cost elements for the order.
Task 3: Perform Business Completion
1. Perform business completion for your order after settlement.
Task 4: Check Customizing Settings for Order Settlement
1. Determine the settlement profile for your order from the Customizing settings.
Settlement Profile:
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56
Exercise 11: Order settlement and Business Completion
2. Determine the allocation structure assigned to the settlement profile.
Allocation Structure:
3. Which Cost Element Groups are defined for the assignments Internal Labor, External
Services, Internal Material, External Material and Overhead Costs of Allocation structure
PM ?
4. Determine the settlement cost element for the source 100 / Internal Labor.
Receiver cat.
By cost element
Settlement Cost Ele- Name
ment
FXA
?
?
CTR
?
?
ORD
?
WBS
?
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57
Unit 5
Solution 11
Order settlement and Business Completion
Task 1: Determine settlement rule
1. Determine the settlement rule for your last order.
Category
Receiver
Percentage
Settlement
Type
No. (Dist. Rule
Number)
?
?
?
?
?
?
?
?
?
?
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change.
b) Enter your order number and choose Enter.
c) Choose Settlement Rule.
Category
Receiver
Percentage
Settlement
Type
No. (Dist. Rule
Number)
CTR
4110
100
FUL
1
CTR
4110
100
PER
2
d) Note the settlement rules.
e) Choose Exit.
Task 2: Perform Order Settlement
1. Settle the order using the following data:
Field Name
Value
Controlling Area
A000
Order
8xxxxxx (Your 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
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58
Solution 11: Order settlement and Business Completion
Field Name
Value
Test run
Not selected
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Completion → Individual Processing → Settle.
b) Set the controlling area. Choose Extras → Set Controlling Area.
c) In the Set Controlling Area dialog box, enter the controlling area and choose Enter.
d) Enter the details from the table.
e) Choose Execute.
f) The Actual Settlement: Order Basic list screen appears.
2. Display the actual costs by cost elements for the order.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change.
b) Enter your order number and choose Enter.
c) Choose tab-strip Costs. Choose Rep. Plan/Act. .
d) The cost overview for the order according to cost elements is displayed.
Note:
You can see that actual costs have now been settled to the settlement
receiver. The total Actual Cost Column is now set to zero.
Task 3: Perform Business Completion
1. Perform business completion for your order after settlement.
a) On the SAP Easy Access screen, choose SAP Menu → Logistics → Plant Maintenance
→ Maintenance Processing → Order → Change.
b) From the menu, choose Order → Functions → Complete → Complete (Business).
Confirm the displayed Pop-ups. The order has been completed.
Task 4: Check Customizing Settings for Order Settlement
1. Determine the settlement profile for your order from the Customizing settings.
Settlement Profile:
40.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing
→ Maintenance and Service Orders → Functions and Settings for Order Types
→ Configure Order Types.
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Unit 5: Controlling
b) Select the line containing order type PM01 and choose
(Details).
The settlement profile is 40.
c) Choose Exit.
2. Determine the allocation structure assigned to the settlement profile.
Allocation Structure:
PM.
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing → Basic
Settings → General Order Settlement → Maintain Settlement Profiles.
b) Select the line containing settlement profile 40 and choose
(Details).
The allocation structure is PM.
c) Choose Exit.
3. Which Cost Element Groups are defined for the assignments Internal Labor, External
Services, Internal Material, External Material and Overhead Costs of Allocation structure
PM ?
a) In Customizing for Plant Maintenance and Customer Service, choose Plant
Maintenance and Customer Service → Maintenance and Service Processing → Basic
Settings → General Order Settlement → Maintain Allocation Structures.
b) Select the line containing allocation structure PM.
c) In the Dialog Structure, double-click Assignments.
A list of assignments is displayed.
d) Select each assignment and double-click Source in the Dialog Structure.
e) Double-click the Cost Element Group.
f) The Display Cost Element Group dialog box appears.
g) Double-click Assignments to return to the list of assignments.
h) Repeat steps e to g for each assignment.
The following contains the relevant Cost Element Groups and Cost Element
Assignment
Text
Cost Elem. Group
1000
Internal Labor
MAINT1000
2000
External Services
MAINT2000
3000
Internal Material
MAINT3000
4000
External Material
MAINT4000
5000
Overhead Costs
MAINT5000
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60
Solution 11: Order settlement and Business Completion
Note:
If you double-click on a Cost Element Group, you can display the allocated
Cost Elements.
4. Determine the settlement cost element for the source 100 / Internal Labor.
Receiver cat.
By cost element
Settlement Cost Ele- Name
ment
FXA
?
?
CTR
?
?
ORD
?
WBS
?
a) Select the assignment 100 / Internal Labor and double-click Settlement cost elements
in the Dialog Structure.
Receiver cat.
By cost element
Settlement Cost El- Name
ement
FXA
70015000
Sttlmt CO to AuC
CTR
92103000
Settl Internal Activ
ORD
yes
WBS
yes
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