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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
SAP AG LO100 Plant Maintenance
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 AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
Day Two
ApproximateTimes Including Exercises
Contents: Units and Topics
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
SAP AG LO100 Plant Maintenance
Day Three
Approximate Times Including Exercises
Contents: Units and Topics
15 min Revision of previous day
5 hours 45 min
Unit 6: Processing of Corrective Maintenance Tasks
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
SAP AG LO100 Plant Maintenance
Day Four
Approximate Times Including Exercises
Contents: Units and Topics
15 min Revision of previous day
1 hour 45 min
Unit 6: Processing of Corrective Maintenance Tasks
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 as individual purchase order
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
SAP AG LO100 Plant Maintenance
Day Five
Approximate Times Including Exercises
Contents: Units and Topics
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
Maintenance plan scheduling
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
The refurbishment order
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
Unit 2: Navigation
1 hour 30 minutes
List of Topics in the Unit:
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
Unit 3: Organisation of Plant Maintenance
1 hour
List of Topics in the Unit:
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
Unit 4: Maintenance objects
4 hours (total) - 2 hours on Day 1
Contents of Unit
Functional locations
Equipments
Bills of material
Presentation of unit
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
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
List of Topics in the Unit:
Entering a breakdown maintenance order
Confirmation and Completion of a breakdown maintenance order
Presentation of unit
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
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>
Unit 6: Processing of Corrective Maintenance Tasks
9 hours 45 min (total) - 2 hours 15 min on Day 2
List of Topics in the Unit:
Notification of maintenance requirements
Planning of orders
Scheduling of maintenance tasks
Implementation of maintenance tasks
Completion of notifications and orders
Presentation of unit
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
Notification of Maintenance Requirements – Exercises 1-2 to 1-4
<20 minutes>
--------------------------------------------- End of Day 2 --------------------------------------------------
Page 25
SAP AG LO100 Plant Maintenance
DAY THREE (08.30 – 16.30)
Revision of Previous Day
15 minutes
Topic: Planning of Orders
3 hours
Planning of Orders
Cycle of corrective maintenance
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
Demonstration of Planning of Orders
<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
SAP AG LO100 Plant Maintenance
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
Demonstration of Planning of Orders
<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
SAP AG LO100 Plant Maintenance
Planning of Orders – Exercise 2-6
<30 minutes>
Topic: Scheduling of Orders
2 hours
Scheduling of Orders
Cycle of corrective maintenance
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
SAP AG LO100 Plant Maintenance
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
Cycle of corrective maintenance
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
SAP AG LO100 Plant Maintenance
--------------------------------------------- End of Day 3 --------------------------------------------------
Page 30
SAP AG LO100 Plant Maintenance
DAY FOUR (08.30 – 16.30)
Revision of Previous Day
15 min
Topic: Completion of Notifications and Orders
1 hour 45 min
Completion of Notifications and Orders
Cycle of corrective maintenance
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
SAP AG LO100 Plant Maintenance
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
SAP AG LO100 Plant Maintenance
Unit 7: Processing of External Services
2 hours
List of Topics in the Unit:
Basics of external service processing
External services as individual purchase orders
External services with external company work centers
External services as service items
Presentation of unit
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
SAP AG LO100 Plant Maintenance
Topic: External Service as Individual Purchase Order
45 min
External Service as Individual Purchase Order
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
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SAP AG LO100 Plant Maintenance
>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)
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SAP AG LO100 Plant Maintenance
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
List of Topics in the Unit:
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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SAP AG LO100 Plant Maintenance
Unit 9: Processing of Preventive maintenance
3 hours (total) - 1 hour 30 min on Day 4
List of Topics in the Unit:
Basics of preventive maintenance
The task list
The single cycle plan
The strategy plan
Maintenance plan scheduling
Presentation of unit
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
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SAP AG LO100 Plant Maintenance
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
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SAP AG LO100 Plant Maintenance
The Single Cycle Plan: Exercises 2-1 and 2-2
<20 minutes>
--------------------------------------------- End of Day 4 --------------------------------------------------
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SAP AG LO100 Plant Maintenance
DAY FIVE (08.30 – 16.30)
Revision of Previous Day
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>
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SAP AG LO100 Plant Maintenance
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>
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SAP AG LO100 Plant Maintenance
Unit 10: Processing of Refurbishment Tasks
2 hours
List of Topics in the Unit:
The material master
The refurbishment order
Presentation of unit
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>
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SAP AG LO100 Plant Maintenance
Topic: The Refurbishment Order
1 hour 20 min
The Refurbishment Order
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>
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SAP AG LO100 Plant Maintenance
Unit 11: Reporting and Analyses
1 hour 30 min
List of Topics in the Unit:
Maintenance history
Plant Maintenance Information System
Presentation of unit
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
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SAP AG LO100 Plant Maintenance
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>
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SAP AG LO100 Plant Maintenance
Unit 12: Summary and Outlook
30 min
List of Topics in the Unit:
Summary of business processes involved
Summary of the integration aspects of PM
Outlook for the subsequent courses and their business processes
Presentation of unit
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
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SAP AG LO100 Plant Maintenance
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
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