5

R/3-System

Release 4.6 C

Author:

Stefan Kroeger

November 2000

LO100 Plant Maintenance

Instructor Guide

Level 2

Key to icons in the Instructor Guide:

Timing

Next Slide (s)

Instructor

Demonstration

Exercises

Activity

Summary

Objectives

Business Scenario

Hints and Tips

Warning or Caution

SAP AG LO100 Plant Maintenance

Contents:

SAP Contact(s)...............................................................................................4Revisions to Previous Instructor Guide.................................................................................4

Course Details...................................................................................................................... 4

Duration................................................................................................................................ 4

Course Materials and Other Materials..................................................................................4

Country-Specific Units..........................................................................................................4

Course Instructor Profile.......................................................................................................4

Level of Knowledge Required...............................................................................................4

Knowledge of business processes in plant maintenance......................................................4

Courses Recommended as Preparation...............................................................................4

Online Help Recommended as Preparation.........................................................................4

Hints on Preparing This Course............................................................................................4

Training System.................................................................................................................... 5

Data Required....................................................................................................................... 5

User ID and Passwords for Course Participants...................Error! Bookmark not defined.

Preparation in the System.....................................................Error! Bookmark not defined.

Roles.....................................................................................Error! Bookmark not defined.

Example ABAPs....................................................................Error! Bookmark not defined.

CATTs...................................................................................Error! Bookmark not defined.

Technical Hints..................................................................................................................... 5

Course Structure and Flow...........................................................................7Course Schedule..................................................................................................................7

Unit 1: Course Overview / General Introduction.......................................13

Unit 2: Navigation.........................................................................................14

Unit 3: Organisation of Plant Maintenance................................................16Topic: General remarks......................................................................................................16

Topic: Organizational Structures in Plant Maintenance......................................................17

Unit 4: Maintenance objects........................................................................18Topic: Functional locations.................................................................................................18

Topic: Equipments..............................................................................................................19

Topic: Bills of Material.........................................................................................................21

Unit 5: Processing of Breakdown Maintenance Tasks.............................21Topic: Entering a breakdown maintenance order...............................................................22

Topic: Confirmation and Completion of a breakdown maintenance order..........................22

Unit 6: Processing of Corrective Maintenance Tasks...............................23Topic: Notification of Maintenance Requirements...............................................................23

Topic: Planning of Orders...................................................................................................26

Topic: Scheduling of Orders...............................................................................................28

Topic: Implementation of Maintenance Tasks.....................................................................29

Topic: Completion of Notifications and Orders....................................................................31

Page 2


Unit 7: Processing of External Services....................................................33Topic: Basics of External Service Processing.....................................................................33

Topic: External Service as Individual Purchase Order........................................................34

Topic: External Service with External Company Work Centers..........................................35

Topic: External Service with Service Items.........................................................................36

Unit 8: Work Clearance Management.........................................................37Topics: Architecture / Concept and flow of steps................................................................37

Unit 9: Processing of Preventive maintenance.........................................38Topic: Basics of Preventive maintenance...........................................................................38

Topic: The Task List...........................................................................................................39

Topic: The Single Cycle Plan..............................................................................................39

Topic: The Strategy Plan....................................................................................................41

Topic: Maintenance Plan Scheduling..................................................................................42

Unit 10: Processing of Refurbishment Tasks............................................43Topic: The Material Master.................................................................................................43

Topic: The Refurbishment Order........................................................................................44

Unit 11: Reporting and Analyses................................................................45Topic: The Maintenance History.........................................................................................45

Topic: The Plant Maintenance Information System............................................................46

Unit 12: Summary and Outlook...................................................................47Topic: Summary of Business Processes Involved..............................................................47

Topic: Summary of the Integration Aspects of PM..............................................................48

Topic: Outlook for Subsequent Courses and Their Business Processes............................48

Page 3


SAP Contact(s)

Walldorf

Stefan Kroeger

Revisions to Previous Instructor Guide

Updated and revised version of instructor guide 4.6B

Course Details

Duration

5 days

From Monday, 9.30 to Friday, 16.30

Course Materials and Other Materials

Manual for course particpants

Exercises

Solutions

Trainer manual

Country-Specific Units

None

Course Instructor Profile

Level of Knowledge Required

Knowledge of business processes in plant maintenance

Detailed knowledge of R/3 application PM

Courses Recommended as Preparation

None

Online Help Recommended as Preparation

PM

Hints on Preparing This Course

All demos should be tested first

Page 4


Training System

Data Required

Is prepared in the master training system

User ID and Passwords for course participants

Create users LO100-00 to LO100-20 for the course participants using transaction ZUSR (from template user PM_LEVEL2) with password INIT.

User ID and Passwords for instructor

Instructors should logon as user LO100 with password INIT. This user already exists in the master system.

When logging onto the system both the instructor and the course participants automatically will get a user menu which is controlled by collective role Z_LO100.

Workplace

Workplace demos can be shown by the instructor via user LO100. This user is designed to work both in the R/3-system and in the workplace.

Course participants will not use the workplace in the exercises. They only work in the R/3-system via the user menu or the SAP standard menu

Use the following URL to start the workplace:

http://igwxx.wdf.sap-ag.de:1080/scripts/wgate/sapwp/!

where wxx stands for the workplace server; i.e. if your training system is f.ex. T75, you would use

w75 as the workplace server.

IMPORTANT: when logging on to the workplace make sure that you change the password (init) to the same one that you use in the R/3 training system. Only if the user data on both the workplace system and the R/3 training system are identical can a transaction be executed.

CATTsNone

Technical Hints

None

Page 5


Data used in the exercises:

Data Data in the Training System

Data in the IDES System

Controlling area: 3000 3000

Company code: 3000 3000

Plant: 3000 3000

Storage location: 0001 0001

Purchasing organization:

Work center T-ME##

T-EL##

T-EX##

Mechanics

Electrics

External company

Materials:

Pump without serial number, batches with standard price

Pump with serial number, batches with standard price

Pump with serial number, batches with moving average price

Pump without serial number, batches with moving average price

T-FP1##

T-FP2##

T-FP3##

T-FP9##

P-2001

P-2002

P-2003

P-2009

Vendor: 30000 30000

Material BOM P-1000 P-1000

Equipments TEQ-## P-1000-N001

Functional locations ## (*) C1

General task lists PUMP-MNT PUMP-MNT

Maintenance plan 50

Page 6


Course Structure and Flow

The course is structured into the following parts:

Copyright

Overview

Navigation

Organisation of Plant Maintenance

Maintenance objects

Processing of Breakdown Maintenance Tasks

Processing of Corrective Maintenance Tasks

Processing of External Services

Work clearance management

Processing of Preventive Maintenance Tasks

Processing of Refurbishment Tasks

Reporting and Analyses

Summary and Outlook

Course Schedule

Day 1: 9.30 – 16.30

Days 2 - 5: 8.30 – 16.30

Breaks: 1 hour lunch break and 1 hour for coffee breaks (3 x 20 minutes) each day

Page 7


Day One

Approximate Times Including Exercises

Contents: Units and Topics

30 min Welcome, introductions, organizational matters

Unit 1: General Introduction

1 hour 30 min

Unit 2: Navigation

Topics:

R3 user interface

Roles

Workplace

R3 help

R3 user defaults

Exercises:

Log on to R/3, use online help

1 hour Unit 3: Organisation of Plant Maintenance

Topics:

General remarks

Organizational structures in Plant Maintenance (work centers)

Exercises:

Work center

2 hours Unit 4: Maintenance objects

Topics:

Functional Locations, Equipments

Exercises:

Functional Locations, Equipments

Page 8


Day Two

ApproximateTimes Including Exercises


15 min Revision of previous day

1 hour 30 min

Unit 4: Maintenance objects

Topics

Equipments, continued

BOMs

Exercises:

Equipments

BOMs

2 hours Unit 5: Processing of Breakdown Maintenance Tasks

Topics:

Integrative entry of notification and order

Time completion confirmation and technical completion

Exercises:

Entering an order (including notification)

Time completion confirmation and technical completion

2 hours 15 min

Unit 6: Processing of Corrective Maintenance Tasks

Topics:

Creation of notifications

Object assignment, flexible reference object

Object information

Catalogs and catalog profile

ABAP list viewer for notifications

Notification printing

Exercises:

Creating notifications

Displaying object information

Selecting and printing notifications

Page 9


Day Three




5 hours 45 min


Topics:

Create order

Assign operations

Materials planning (stock, non-stock, bill of material)

Address management

Costs

List viewer for orders

Availability check

Order release

Order printing

Material withdrawal

Time completion confirmation

Exercises:

Materials planning

Costs

Availability check

Order release

Order printing

Planned and unplanned material withdrawal

Collective completion confirmation

Page 10


Day Four




1 hour 45 min


Topics:

Technical completion confirmation

Technical completion of the order

Completion of the notification

Action log

Document flow

Exercises:

Technical completion confirmation

Technical completion and order settlement

2 hours Unit 7: Processing of External Services

Topics:

Basics of external service processing

External service as individual purchase order

External service with external company work centers

External services as service items

Exercises:


External service with external company work centers (optional, time permitting)

External service as service items (optional, time permitting)

30 min Unit 8: Work Clearance Management

Topics:

Architecture

Concept and flow of steps

1 hour 30 min

Unit 9: Processing of Preventive Maintenance Tasks

Topics:

Basics of preventive maintenance (reasons, types, maintenance plan categories)

Task lists

Single cycle plan

Exercises:

Task lists

Single cycle plan

Page 11


Day Five



15 minutes Revision of previous day

1 hour 30 min

Unit 9: Processing of Preventive Maintenance Tasks

Topics:

Time-based strategy plan

Maintenance plan scheduling

Exercises:

Time-based strategy plan


2 hours Unit 10: Processing of Refurbishment Tasks

Topics:

The material master (valuation category, valuation type)

The refurbishment order

Inventory Management and Controlling

Exercises:

The material master


Inventory Management and Controlling

1 hour 30 min

Unit 11: Reporting and Analyses

Topics:

The maintenance history (usage list, material where-used list)

The Plant Maintenance Information System (information structures, standard analyses)

Exercises:

Maintenance history

Plant Maintenance Information System

30 minutes Summary and Outlook

Topics:

Summary of the business processes involved

Summary of the integration aspects of PM

Outlook for subsequent courses and their business processes

Exercises:

None

Page 12


Unit 1: Course Overview / General Introduction

30 minutes

List of Topics in the Unit:

Presentation of the particpants and the instructor (Previous experience with SAP and PM, expectations of the course and so on)

Breaks

Advice on parking

Training documentation

Course objectives

Sequence of courses in PM

Structure of the training course

Title screen

PM curriculum

Prerequisites

Target group

Course objectives

Table of contents

Page 13


Unit 2: Navigation

1 hour 30 minutes


R3 user interface

R3 user defaults

Navigation with the Workplace

Logging on to the R3 System

SAP Easy Access – Standard

Role-based user menu

Elements of the screen

Selection of functions

Field help: F1, F4

Menus: system and help

SAP online help

User-dependent personalization

Personalizing the front end with GuiXT

Elements of the Workplace

Active applications (in use)

Workplace favorites

Personalizing MiniApps

Workplace: advantages

Demonstration of Navigation

Logging on to the R3 System

SAP Easy Access – Standard

Role-based user menu

Elements of the screen

Selection of functions

Field help: F1, F4

Menus: system and help

SAP online help

User-dependent personalization

Personalizing the front end with GuiXT

Page 14


Navigation - Exercises 1 and 2

Elements of the Workplace

Active applications (in use)

Workplace favorites

Personalizing MiniApps

Workplace: advantages

Hints for Workplace demo:

1. Every 4.6C R/3 system has its dedicated workplace server, i.e. system T78 has a workplace server W78

2. Use following URL to demonstrate workplace:http://igwxx.wdf.sap-ag.de:1080/scripts/wgate/sapwp/!where wxx is the workplace server

3. The composite role that is used as a standard is Z_LO100

4. The template user PM_LEVEL2 has been assigned to composite role Z_LO100

Demonstration of Navigation

Show workplace using the above URL

Explain elements of workplace: launch pad, workspace, miniapps

Show Miniapp “My orders” briefly

Create general notification via Web, classify it as a malfunction report and send it – explain that this is an EWT (easy web transaction) and what an EWT is all about

Do not show all the possibilities of personalizing the workplace –

Instead give info about mySAP.com courses:MY010 and MY301

Page 15


Unit 3: Organisation of Plant Maintenance

1 hour


General remarks

Organizational structures in Plant Maintenance (work centers)

Presentation of unit

Define tasks of plant maintenance

List the general plant maintenance functions R/3 supports

Describe integration of PM within R/3

Identify the org structures relevant to plant maintenance

Describe the purpose of work centers

Topic: General remarks

30 minutes

Organizational Background

Types of Plant Maintenance

Product Lifecycle Management (PLM)

Asset Lifecycle Management (ALM)

Integration of Maintenance

No playback session

No exercises

Page 16


Topic: Organizational Structures in Plant Maintenance

1 hour

Organizational Structures in Plant Maintenance

Organizational structures in PM

Plant Maintenance for all plants

Roles in Plant Maintenance

Functioning principle of a role

Single roles

Maintenance work centers

Work centers: Contents

Work centers: Main functions

Demonstration of Organizational Structures in Plant Maintenance

<20 minutes>

Explain planning principles: centralized or decentralized planning

Explain how a single and a composite role works and what the benefit for the end user is; also mention SAP standard roles for PM that can be copied and personalized

Display work center T-ME00

Basic data >show work center category and usage

Capacity data >show capacity category and capacity header data: capacity, number, operating time and utilization rate

Link to the cost center >show cost center and activity type

Organizational Structures in Plant Maintenance - Exercises 1 and 2

<20 minutes>

Page 17


Unit 4: Maintenance objects

4 hours (total) - 2 hours on Day 1

Contents of Unit

Functional locations

Equipments

Bills of material


Describe concept and criteria of a functional location

Describe concept and criteria of equipments

Describe purpose of Bill of material in PM

Use Functional Locatioin, Equipment and Bill of Material

Topic: Functional locations

1 hour 30 min

Functional location

Criteria for functional locations

Structure indicator

Functional location master

Automatical assignment during creation

Examples of functional location hierarchies

Demo for functional locations

30 min

Show existing functional location C1 using structure list

Display master of C1 using Display function and explain structure indicator with edit mask and hierarchy levels that is shown on entry of Display

Create new functional location C1-B03 and show how it is automatically integrated into the hierarchy

Page 18


Functional locations - Exercise 1

20 min

Topic: Equipments

30 minutes

Equipment

Criteria for equipment master

Equipment master

Demo for equipments

15 min

Show existing equipment P-1000-N001 and explain data of equipment master

Create new equipment

Equipments - Exercises 2-1 and 2-2

20 min

--------------------------------------------- End of Day 1 --------------------------------------------------

Page 19


DAY TWO (8.30 – 16.30)

Revision of Previous Day

15 minutes

Topic: Equipments (continued)

30 min

Install/Dismantle Equipment

Prerequisites for equipment installation

Usage list

Demo for equipments

15 min

Dismantle P-1000-N001 from within equipment master - explain that there are two ways of installing/dismantling equipments: from within the functional location or from within the equipment - don't explain data transfer in detail - this is part of LO805 -

Install equipment into another functional location

Show usage list of P-1000-N001

Create new equipment

Equipments - Exercises 2-3 and 2-4

15 min

Page 20


Topic: Bills of Material

1 hour

BOMs in the company

BOMs in plant maintenance

BOMs: example material BOM

Demo for Bills of Material

15 min

Show existing material BOM P-1000

Show structure list within P-1000-N001 and show that this uses material BOM P-1000, which is referenced by field ConstType

Bills of Material - Exercise 3

20 min

Unit 5: Processing of Breakdown Maintenance Tasks

2 hours


Entering a breakdown maintenance order

Confirmation and Completion of a breakdown maintenance order


Describe business scenario of breakdown maintenance

Create a maintenance order with and without notification

Perform individual time confirmation as well as a technical confirmation within the notification

Technically complete order

Page 21


Topic: Entering a breakdown maintenance order

1 hour

Entering a Task

Cycle of maintenace processing

Cycle of breakdown maintenance

Business scenario of breakdown maintenance

Maintenance order: with or without notification

Instruments in maintenance processing

Putting a maintenance order in process

Demonstration of entering a breakdown maintenance order

<15 minutes>

First create maintenance order without notification using order type PM01 for equipment P-1000-N001; stress the fact that only a minimum of data needs to be entered: short text, priority, maintenance object

Put order in process

Then enter a similar maintenance order using order type PM05 (that is, including notification) for equipment P-1000-N001; explain what the notification created at the same time as the order can do for you: >>collecting data related to the breakdown at a very early stage - which will be completed at a later stage and which will be used as a documentation that is also accessible via the PMIS

Include long text

Put order in process

Entering a breakdown maintenance order – Exercises 1 and 2

<20 minutes>

Topic: Confirmation and Completion of a breakdown maintenance order

1 hour

Completion of a Task

Time completion confirmations

Maintenance order: Technical completion

Page 22


Demonstration of Completion of a Task

<15 minutes>

Finally confirm both orders (individual entry)

Technically complete orders, including completing the notification

Completion of a Task – Exercises 3-5

<20 minutes>


9 hours 45 min (total) - 2 hours 15 min on Day 2


Notification of maintenance requirements

Planning of orders

Scheduling of maintenance tasks

Implementation of maintenance tasks

Completion of notifications and orders


Create notification as basis of the planning process

Create and plan a maintenance order based on one or several notifictions

Perform availability check for materials, print and release order

Withdraw material from storage location (planned and unplanned)

Confirm, complete and settle maintenance order

Topic: Notification of Maintenance Requirements

2 hours 15 min

Page 23


Notification of Maintenance Requirements

Cycle of corrective maintenance

Maintenance notification: Structure

Objects of a maintenance notification

Maintenance notification: Object information

Demonstration of Notification of Maintenance Requirements

<30 minutes>

Create a maintenance request for equipment P-1000-N001

Enter a long text

Assignment of an assembly from the structure list

Call up object information (for this, display documents, orders, maintenance dates)

Notification of Maintenance Requirements – Exercise 1-1

<20 minutes>

Notification of Maintenance Requirements

Catalogs

Catalogs and catalog profile

Selecting maintenance notifications

Selection hit list: ABAP list viewer

Demonstration of Notification of Maintenance Requirements

<30 minutes>

Creation of a malfunction report (do not enter an object)

Show catalogs (for example, damage catalog, cause of damage catalog)

Explain function of catalog profile

Assign damage and cause of damage from the catalog to the notification

Call up list editing of maintenance notification

Show functions of the ABAP list viewer:- Drag and drop of columns- sort hit list using two columns simultaneously (f.ex. date and notification number)- sending a list- selecting fields- storing variants- saving a list as a local file

Page 24


Notification of Maintenance Requirements – Exercises 1-2 to 1-4

<20 minutes>

--------------------------------------------- End of Day 2 --------------------------------------------------

Page 25


DAY THREE (08.30 – 16.30)


15 minutes

Topic: Planning of Orders

3 hours

Planning of Orders


Planning alternatives: internal work centers or external company?

Creation of maintenance orders

Elements of the maintenance order

Operations

Maintenance order: Object list

Demonstration of Planning of Orders

<30 minutes>

Creating an order from the list editing of notifications

Creating an order from the individual processing of notifications

Creating an order directly

Assigning an object list to the order

From the list editing of the notification, combining several notifications into one order

Planning of Orders – Exercises 2-1 to 2-3

<30 minutes>

Planning of Orders

Operations/sub-operations

Internal service item


<30 minutes>

Assigning operations to the orders explaining: control key, standard text key, work vs. duration, calculation key and the execution factor

Assigning sub-operations to the individual operations

Forming operations from the standard text key

Page 26


Create operation with internal service item >use control key PM05 and service numbers 100131 (inspection smoke detector) and 100132 (inspection fire extinguisher) >show total work of operation is calculated automatically

If sub-operations are used, bear in mind that you should never enter the amount of work in both the sub-operations and the main operation because these hours will all be added.

If you want to represent the whole operation by using the main operation, enter work hours in the main operation and leave work in the sub-operations empty (and vice versa).

Planning of Orders – Exercise 2-4

<30 minutes>

Planning of Orders

Stock material – Flow

Non-stock material – Flow

Central address management


<30 minutes>

Assign material from the general material list to the order

Assign non-stock material without a material number to the order

Assign non-stock material with a serial number to the order

Show an existing delivery address or create a new one

Assign material from the bill of material to the order

Planning of Orders – Exercises 2-5-1 to 2-5-3

<30 minutes>

Planning of Orders

Cost analysis in the maintenance order

Maintenance order: Cost estimate

Planning of Orders

<30 minutes>

Show cost overview in the order

Assign estimated costs to the order at header level

Assign estimated costs to the order in the cost overview

Show planned/actual comparison of costs

Page 27


Planning of Orders – Exercise 2-6

<30 minutes>

Topic: Scheduling of Orders

2 hours

Scheduling of Orders


Selecting maintenance orders

Selection hit list: ABAP list viewer

Maintenance order: Multi-level order lists

Resource planning: Availability check

Availability list

Demonstration of Contol of Orders

<30 minutes>

Show list editing of orders

Select particular value fields, and use these value fields to form interim and end totals

Perform availability check for individual material

Perform availability check for order completely

Show availability list >as overview for material planning for both stock and non-stock materials

Scheduling of Orders – Exercises 3-1 to 3-4

<25 minutes>

Scheduling of Orders

Order release

Maintenance order: Print

Maintenance order: delta print

Demonstration of Scheduling of Orders

<30 minutes>

Release an order individually

Page 28


Release orders from list editing

Print an order individually

Print orders from list editing

Show a print preview

Show a print log

Scheduling of Orders – Exercises 3-5 and 3-6

<20 minutes>

Topic: Implementation of Maintenance Tasks

45 min

Implementation of Maintenance Tasks


Material withdrawal

Demonstration of Implementation of Maintenance Tasks

<20 minutes>

Withdraw material planned with reference to an order (and a reservation)Use transaction MIGO_GI (under Goods movement in the user menu); - first go to Settings - Default values and activate check boxes Propose the OK function in the future and Suggest all items- select Goods issue and Order and enter order number;>>the component(s) reserved by the order will be displayed >>press save

Withdraw material unplannedUse transaction MIGO_GI;- first go to Settings - Default values and enter movement type 261 as the standard for Goods issue - Others ; adopt- select Goods issue and Others- got to detail data (bottom of the screen) and enter a material number;- go to tab strip Qty and enter a quantity- go to tab strip Wk and enter Goods recipient / Unloading point (optional)- go to newly created tab strip Acct. ass. and enter order number; save

As an alternative - by switching off the detail data - a table control comes up that allows entering more than one material at a time (and more than one order); however a variant for the table settings should be defined first

Implementation of Maintenance Tasks – Exercises 4-1 and 4-2

<20 minutes>

Page 29


--------------------------------------------- End of Day 3 --------------------------------------------------

Page 30


DAY FOUR (08.30 – 16.30)


15 min

Topic: Completion of Notifications and Orders

1 hour 45 min

Completion of Notifications and Orders


Order completion confirmation: Times/activities

Time completion confirmations

Technical completion confirmation (1)

Technical completion confirmation (2)

Overall completion confirmation

Demonstration of Completion of Notifications and Orders

<20 minutes>

Confirm oders using overall completion confirmation

Confirm orders using collective confirmation function

Cancel a completion confirmation

Enter a technical completion confirmation for an order with a notification (for example, damage, cause of damage, activities, tasks)

Create a new notification for an order without a notification, and enter a technical completion confirmation

Display completion confirmations

Display order status and order costs

Using Overall Completion Confirmation: in the IMG (Completion Confirmation) a profile for the screen layout can be defined (IMG option: Set screen templates for Completion Confirmation) - this can then be activated via Extras - Settings within the transaction.

Completion of Notifications and Orders – Exercises 5-1 and 5-4

<20 minutes>

Page 31


Completion of Notifications and Orders

Maintenance order: Technical completion (1)

Maintenance order: Technical completion (2)

Reset technical completion

Maintenance notification: Complete

Maintenance order: Settle

Action log

Document flow

Demonstration of Completion of Notifications and Orders

<30 minutes>

Complete a maintenance order technically individually (incl. notification)

Complete maintenance orders technically from list editing

Reset the technical completion for an order

Complete a notification

Settle an order

Display the order (in particular, status and costs)

Completion of Notifications and Orders – Exercises 5-5 to 5-8

<20 minutes>

Page 32


Unit 7: Processing of External Services

2 hours


Basics of external service processing

External services as individual purchase orders

External services with external company work centers

External services as service items


Create maintenance order with external operation (purchase order)

Create maintenance order with external company work center

Create maintenance order with service items

Topic: Basics of External Service Processing

10 min

Basics of External Service Processing

Why are external companies used?

How is an external service triggered?

Representation of external companies

Scope of external assignment

Demonstration of Basics of External Service Processing

No playback session

Basics of External Service Processing

No exercises

Page 33


Topic: External Service as Individual Purchase Order

45 min

External Service as Individual Purchase Order


Flow of external assignment

External assignment based on hours or fixed price

Order status for goods receipt

Invoice verification

Demonstration of External Service as Individual Purchase Order

<40 minutes>

Configure an order

Assign control key PM02 to the operation

Enter external data (for example, vendor 30000, price) and your own user name as the Requisitioner (so that the purchase requisition can easily be found when creating the purchase order; save order

Call up order and show the purchase requisition number on the external data screen

Goto the purchase requisition

Create a purchase order for the purchase requisition (see below)

Show the 'Purchase order exists' indicator on the external data screen in the order

Post a goods receipt for the purchase order (see below)

Show the goods receipt quantity on the external data screen in the order

Show the status 'Finally delivered' or 'Partially delivered' on the operation detail screen in the order

Show the costs overview in the order

To create a purchase order: f.ex.

Use transaction ME21N

>select variant >purchase requisitions>enter your user name as the name of the requisitioner; execute >the purchase requisition will be shown>single click the purchase requisition and press adopt button >purchase requisition will be taken over to the detail view on the right hand side>enter vendor, f.ex. 30000 (IDES US)>check purchasing organisation and purch. group>press ENTER; save

To post a goods reeipt:

Use transaction MIGO_GR

>enter purchase order number; press ENTER

Page 34


>check the line that is displayed; check detail data via button Open detail data (optional)>save

External Service as Individual Purchase Order: Exercises 1-1 to 1-3

<20 minutes>

Topic: External Service with External Company Work Centers

20 min

External Service with External Company Work Centers

Prerequisites

Configuration of order

Confirmation of order

Settlement of maintenance order

Billing document and Controlling

Demonstration of External Service with External Company Work Centers

Show external company work center T-EX00

In particular, the classification data (purchase order 4500006496) and the cost center assignment

Display purchase order 4500006496 (in particular, account assignment and price data)

Show the activity type planning for cost center 4350 and activity type 1610

External Service with External Company Work Centers: Exercises 2-1 to 2-3 (Optional)

Page 35


Topic: External Service with Service Items

45 min

External Service with Service Items

Flow of service procurement

Service master record

Model service specifications

Maintenance order with service items

Maintenance order and purchase requisition

Purchase requisition and purchase order

Entry sheets for services provided

Flow of release procedure

Cost update in the order

Demonstration of External Service with Service Items

Display service master record 100020

Create an order with control key PM03

Enter service master 100020 in the order service directory

Enter a service without service master in the order service directory

Show how a selection of services can be made from a model service specification - use model service specification M-SPEC-2

Display the purchase requisition number on the external data screen in the order, goto the purchase requisition, and then display the service specifications

Create purchase order (see page 34)

Create service entry sheet (see below)

After service entry sheet has been accepted, show the order: actual costs, system status, documents in document flow

To create a service entry sheet:

Use transaction ML81N

>the purchase order is displayed in the column on the left hand side - single click it and press button Create entry sheet(or: press button Other purchase order and use matchcode help to find the purchase order)

>enter a short text, location, period etc.

>press button Service selection at the bottom of the page >>popup comes up with radio button From purchase order selected - press Enter >>select lines to be copied to entry sheet >>press button Adopt services

>enter correct quantity for each service number

>Press Release (green flag) and enter AA as release code; save

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External Service with Service Items: Exercises 3-1 to 3-3

Unit 8: Work Clearance Management

30 min


Architecture

Concept and flow of steps

Topics: Architecture / Concept and flow of steps

30 min

Necessity

PM process

Architecture

Work clearance document

Steps and roles: standard model (1)

Steps and roles: standard model (2)

Standard model: example

This unit is designed to be a short introduction to work clearance management.

Explain about the idea behind it (which is guaranteed safety at work) and briefly describe the architecture of the WCM component.

For details refer customers to course LO820 Work Clearance Management.

No demos and exercises for this unit.

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Unit 9: Processing of Preventive maintenance

3 hours (total) - 1 hour 30 min on Day 4


Basics of preventive maintenance

The task list

The single cycle plan

The strategy plan



Display existing task list

Create a time-based single cycle plan and schedule it

Create a time-based strategy plan and schedule it

Topic: Basics of Preventive maintenance

10 min

Basics of Preventive maintenance

Types of preventive maintenance

Preventive Maintenance: steps and roles

Demonstration of Basics of preventive maintenance

Explain about different type of preventive maintenance: time-based, performance-based and condition-based;

For condition-based maintenance mention the PM-PCS interface and show online documentation

Basics of preventive maintenance

No exercises

Page 38


Topic: The Task List

40 min

The Task List

Task list

Task list: structure

Demonstration of the Task List

<20 minutes>

Display general task list PUMP-MNT with group counter 1

Explain that there are object-oriented and general task lists (not too much in detail - this will be part of LO810)

Explain data of header: give a rough overview

Explain data of operation list: material components can be attached to an operation

The Task List: Exercise 1-1 to 1-3

<15 minutes>

Topic: The Single Cycle Plan

40 min

The Single Cycle Plan

Business process

Single cycle plan: structure

Scheduling data and maintenance item

Include operation list using task list

Demonstration of the Single Cycle Plan

<20 minutes>

Create a single cycle plan: maintenance plan category PM, equipment P-1000-N001

Include group counter 1 for general task list PUMP-MNT

Enter cycle 3 MON

Page 39


The Single Cycle Plan: Exercises 2-1 and 2-2

<20 minutes>

--------------------------------------------- End of Day 4 --------------------------------------------------

Page 40


DAY FIVE (08.30 – 16.30)


15 minutes

Topic: The Strategy Plan

1 hour

The Strategy Plan

Business process

Maintenance strategy

Maintenance package

Task list and maintenance strategy

Create a time-based strategy plan

Demonstration of the Strategy Plan

<45 minutes>

Show maintenance strategy A (including maintenance packages)

Show group counter 1 for general task list PUMP-MNT (in particular, the maintenance strategy in the task list header, and the maintenance package assignment for the operations)

Create a strategy plan: maintenance plan category PM, maintenance strategy A, equipment P-1000-N001)

The Strategy Plan: Exercises 3-1 and 3-2

<30 minutes>

Page 41


Topic: Maintenance Plan Scheduling

30 min

Maintenance Plan Scheduling

Scheduling maintenance plans

Cycle start and planned date

Maintenance scheduling overview

Demonstration of Maintenance Plan Scheduling

<40 minutes>

Start a single cycle plan

Start a strategy plan in the cycle

Select orders

Release orders and complete technically

Run deadline monitoring (RISTRA20)

Select subsequent orders

Call up the scheduling overview in the maintenance plans

Call up the maintenance scheduling overview graphically

Show maintenance scheduling overview as a list

Maintenance Plan Scheduling: Exercises 4-1 to 4-4

<20 minutes>

Page 42


Unit 10: Processing of Refurbishment Tasks

2 hours


The material master



Display material master with condition-based valuation

Create refurbishment order for such a material

Check cost report of refurbishment order and value of material after refurbishment

Topic: The Material Master

20 min

The Material Master

Refurbishment: steps and roles

Valuation category and valuation type

Valuation category and valuation type in the material master

Condition-based material valuation

Moving average price in material master

Demonstration of the Material Master

<15 minutes>

Call up material T-FP100 (view accounting 1 - plant 1000)

Call up material T-FP100 (view accounting 1 - plant 1000, valuation types C1, C2 and C3)

Call up stock overview for material T-FP100

The Material Master: Exercise 1-1

<15 minutes>

Page 43


Topic: The Refurbishment Order

1 hour 20 min

The Refurbishment Order


The refurbishment order: Stock withdrawal

The refurbishment order: Stock acquisition

Effect of refurbishment on stock value of material

Demonstration of the Refurbishment Order

<25 minutes>

Create order with order type PM04, material T-FP100 from batch C3 to batch C2

Display the automatically created component list

Put the order in process

Withdraw material from batch C3 with reference to the order number

Confirm order

Return material in batch C2 with reference to the order number

Show cost report planned/actual in refurbishment order >credits: factory output production

The Refurbishment Order: Exercises 2-1 to 2-6 and 3-1 to 3-3

<25 minutes>

Page 44


Unit 11: Reporting and Analyses

1 hour 30 min


Maintenance history

Plant Maintenance Information System


Display the parts of the maintenance history

Execute standard analyses

Topic: The Maintenance History

45 min

The Maintenance History

Usage list

Maintenance history

Material usage

Demonstration of the Maintenance History

<30 minutes>

Show the usage list of equipment P-1000-N001

Show the equipment usage period of equipment P-1000-N001 since 1.1.96 using Equipment List editing Display (multi-level)

Show the equipment usage periods since 1.1.96 using Functional location List editing Display (multi-level)

Show the material usage period of material 100* since 1.1.96

No Exercises

Page 45


Topic: The Plant Maintenance Information System

45 min

The Plant Maintenance Information System

Data flow in the LIS

Organization of information structures

Information structures in PM

Possible standard analyses

Standard CO reports

The Plant Maintenance Information System

<30 minutes>

Call up cost analysis (from January 1990 to the current month)

Standard drill-down

Change drill-down

Select key figures

Change characteristic and value display

Display analysis graphically

Sort list (for example, equipment hit list according to maintenance costs)

Save analysis

The Plant Maintenance Information System: Exercises 1-1 to 1-5

<20 minutes>

Page 46


Unit 12: Summary and Outlook

30 min


Summary of business processes involved

Summary of the integration aspects of PM

Outlook for the subsequent courses and their business processes


Summarize the central business processes

Summarize integration aspects

Learn about follow-up courses

Topic: Summary of Business Processes Involved

10 min

Summary of Business Processes Involved

Business process 1: Breakdown repair

Business process 2: Corrective maintenance

Business process 3-1: External assignment as individual purchase order

Business process 3-2: External company work centers

Business process 3-3: External assignment: Services

Business process 4-1: Work Clearance Management

Business process 5-1: Maintenance planning with one cycle

Business process 5-2: Maintenance planning with strategy

Business process 6: Refurbishment

Demonstration of Summary of Business Processes Involved

No playback session

Summary of Business Processes Involved

No exercises

Page 47


Topic: Summary of the Integration Aspects of PM

10 min

Summary of Integration Aspects of PM

Integration of PM with other areas (1)

Integration of PM with other areas (2)

Demonstration of Summary of the Integration Aspects of PM

No playback session

Summary of the Integration Aspects of PM

No exercises

Topic: Outlook for Subsequent Courses and Their Business Processes

10 min

Outlook for Subsequent Courses and Their Business Processes

LO805 Structuring Maintenance & Service Objects

LO810 Preventive Maintenance & Service

LO815 Maintenance Processing: Operational Functions

LO816 Maintenance Processing: Controlling Functions

LO820 Work Clearance Management

Demonstration of Outlook for Subsequent Courses and Their Business Processes

No playback session

Outlook for Subsequent Courses and Their Business Processes

No exercises

Page 48

5

Documents

maintenance objects

breakdown maintenance

lo100 plant maintenance

course instructor profile

course materials

course participants

course structure

course details