SAP Gen Maint Process

User Manual - Training Level 2DOCUMENT NUMBER: UML2_PM (Gen Maint Order Process ) _V1.0 PAGE: 1 of 45TITLE: Gen Maint Order Process

Creation Of Gen. Maint. Notification For Gen. Maintenance

Overview

Trigger: An internal problem or maintenance request needs to be logged for problem reporting and technical resolution.

Business Process Procedure OverviewThis document describes how to create a PM notification for any notification type. A notification is used to capture technical information and assign tasks that do not involve the tracking of costs. The user can create a maintenance order from the PM notification.Note: With this transaction, the screen layout will differ based on the notification type. Refer to Business Procedure document for Create Maintenance Request, Create PM Malfunction Report and Create PM General Maint Notification.

Input – Required Fields Field Value/CommentsNotification Type The standard types are M1 (Maintenance Request), M2 (Malfunction Report)).

Customer-specific notification types may be created and used. If other notification types are needed, the system administrator must be advised.

Output - Results CommentsCreation of a notification Refer to Business Process Procedure ‘Display PM Notification', to verify this result.

Tips and TricksAn existing notification can be copied to reduce data entry time.

Procedural Steps1.1. Access transaction by:Via Menus Logistics Plant Maintenance Maintenance Processing Notification Create

(general)


Via Transaction Code IW21

1.2.On screen “Create PM Notification: Initial”, enter information in the fields as specified in the table below:

Field Name Description R/O/C User Action and Values CommentsNotification Type

Notification type R

Notification External number for notification O Leave field blank and the system will assign the next consecutive number.

Reference Notification

Notification number from which to copy data.

O Enter the notification number of an existing notification, if data is to be copied.Press ENTER key. Alternately,

click on the green check mark icon.

1.3. On screen “Create PM Notification: Maintenance Request (or Malfunction Report or Activity Report)”, enter information in the fields as specified in the table below:


Field Name Description R/O/C User Action and Values CommentsNotification (short text)

Notification short text (or title of the PM notification)

R Enter a short text. Long text is available, if needed.

FunctLocation Functional Location number for which the notification refers

O Enter a functional location number, if known.

Can be determined from the equipment

Equipment Equipment number for which the notification refers (reference object)

O Enter an equipment number, if known.

Assembly Material or assembly number O Enter a material or assembly number, ifknown.

Description Long text description O Enter a long text.Planner Group Group responsible for planning tasks O Enter a planner group and

maintenance plant.Can be automatically determined from the reference object.

Main WorkCtr Work center responsible for the completion of the maintenance tasks

O Enter a work center and maintenance plant.

Can be automatically determined from the reference object.

Reported By Person who reported request/problem O Enter the last name of the person who reported the problem/request.

Notif.Date Date and time the request/problem was noted

O Defaults to current date and time. Can be changed as needed.

StartMalfunct Date and time the malfunction or problem occurred

O Defaults to current date and time. Can be changed as needed.

Breakdown Indicator for breakdown O Used for technical reporting

Malfunct.End Date and time the malfunction or O Enter the date and time the


problem ended malfunction / problem ended.Downtime Total number of hours the reference

object was not working.O Enter the time in hours or change the

unit of measure to represent the correct time (i.e., minutes).

Object Part Code of standard part for which the notification refers

O Select code from drop down list (press F4).

Damage Code for damage description O Select code from drop down list.Text Free text for damage description O Enter text for damage description, if

needed.Cause Code Code for cause of damage description O Select code from drop down list.Cause Text Free text for cause of damage

descriptionO Enter text for cause of damage

description, if needed.

After entering the required data,

1.4. Put the notification in process. (Click the "Put in Process" button or Notification Functions Put in Process or press F5)

1.4.1 The system status on the notification will change from OSNO to NOPR.

1.5. Save the notification. (Click on the save icon, or Ctrl+S)

1.5.1 Message will be displayed confirming that the notification has been saved and will display system assigned notification number.


For creating Gen Maintenance Order through notification, click on ‘Create Button’ Check the defaulted Data in the Pop-Up

Click on ‘√’ / Press ENTER


With reference to the Notification, System takes into Create mode of Maintenance Order automatically.


Save


Observe & note the Order No. & Notification No. displayed on the Status Bar.

Break-Down Maintenance Order Process


Overview

Trigger:

Internal work hours and costs need to be captured and transferred to other cost objects for maintenance / service work. Billable hours and costs need to be captured and billed to customers, as well as transferred to other cost objects, for service work.

Business Process Procedure OverviewA detailed work planning document which holds details on resources, components, costs, and labor required to complete specific maintenance / service work. Can be created with or without a notification.The costs are settled to other cost objects, such as cost centers, WBS elements, internal orders, fixed assets, profitability segments and G/L accounts (service only), contracts (service only), other PM/CS orders and real estate objects.

Input – Required Fields Field Value/CommentsOrder No Input the order No. obtained through Malfunction Notification

Output - Results CommentsChange of a PM/CS Order Refer to Business Process Procedure ‘Change PM Order', to

verify this result

1.1. Access transaction by:

Via Menus Logistics Plant Maintenance Maintenance Processing Order Change (general)

Via Transaction Code IW32

2. On screen “Change General Maintenance Order 4300000197: Central Header”, check the data defaulted, and change the data if & as needed :


2. On screen “Change General Maintenance Order 4300000197: Central Header”, check the data defaulted, and change the data if & as needed:


Click on ‘Operations Tab’ & check the data defaulted operations, work, no. of capacity & duration, and change the data if & as needed, and select Line :


Click on ‘Component Tab’ & check the data defaulted Material No & Qty., and change the data if & as needed:

Release the order by clicking on Green Flag



After Releasing the Order Observe status of the order from the Status Bar.


After Saving the Order Observe status of the order from the Status Bar.

Click on ‘Costs Tab’ & check the status of determination of the planned costs are in order:


Click on ‘Operations Tab’


Select the line Click on ‘Components’ Tab


Select Line & click on ‘Gen Data’ Tab


Take the Reservation no.


Save


After Saving the Order Observe status of the order from the Status Bar.

Click on ‘To Reservation’ Tab.


Enter Reservation No. Click on ‘Adopt + Details’


Enter ‘Storage Location’ & press Enter


SAVE


Status of the Goods Issue displayed on the ‘Status Bar’

1.5. Access transaction for ‘PM Order Confirmation’: Via. T- Code:IW37o Enter Order No.


Execute

Select the Line and Click on ‘Individual Confirmation’ tab.


Change ‘Actual Work’ as & if required. o Check (√) ‘Final confirmation’, ‘No Remaining Work’ & ‘Clear open Reservations’

as & if required. Enter ‘Actual Duration’ as required.

Enter ‘Dates & Times’ as required.


SAVE


Status of the ‘Order Confirmation’ displayed on the ‘Status Bar’

To enter into the change mode of order Via. T-Code IW32, enter the order no.


Click on ‘Cost Tab’


Enter into Change Mode (IW32) of the Order to observe the updation of ‘Actual Costs’ Click on ‘Complete’ icon (black flag) to mark ‘TECO’ (complete Technically)


Edit the defaulted Date & Time of completion. Click on ‘√’ (Continue) / Press ‘ENTER’



Note Status of the Order from the ‘Status Bar’

Enter ‘Settlement Period’ Enter ‘Fiscal Year’


Only to view the ‘Settlement’ click on ‘Test Run’ (or) to settle directly click on ‘Check Trans Data’

Click on ‘Execute’ / F8 to settle.

Click on ‘Details List’


Enter into change mode (IW32) of Maintenance Order for ‘Complete (Business)’


To ‘Complete (Business)’ click on ‘Complete (Business)’ Tab


Save


Note Status of the Order from the ‘Status Bar’



Note the Status of the Order from the ‘Status Bar’

Enter into the change mode of Maint Notification Via. T-Code IW22, and enter Notification No.



Click on ‘Complete’ icon (black flag) to mark ‘TECO’ (complete Technically)


Edit the defaulted Date & Time of completion. Click on ‘√’ (Continue) / Press ‘ENTER’


Note the Status of the Notification from the ‘Status Bar’

SAP Gen Maint Process

Documents

notification refersoenter

pm general maint notification

tricksan existing notification

maintenance order

maintenance plant

maintenance tasksoenter

document number

maintenance overviewtrigger