IW31_Create Work Order

Create Vendor Master Record

PROCESS PROCEDURE

Create Work Order

Version: ERP(IS-U):6.07

Status: Checked:

Version History VersionDateDescriptionPrepared byReviewed byApproved by

0101.09.2014OriginalVlad AronDiana Coloja

Create Work Order Transaction code IW31Purpose

Creation of a work orderTransaction Menu PathTo create a work order, you should use transaction IW31 from following path:Logistics --> Plant Maintenance --> Maintenance Processing --> Order --> IW31 Create (General)

Alternatively, you can directly access the transaction by typing t-code in command filed and press or click on the check mark icon in the top left side corner of the screen:

Procedure Steps

In the Create Order: Initial Screen" screen enter information in fields as following:

Field NameDescriptionR/O *User Actions and Allowed ValuesRemarks

Order TypeOrder TypeRSelect from the drop down list

PriorityPriorityOSelect from the drop down list

Func. Loc.Functional locationOSelect from the drop down list

EquipmentEquipmentOSelect from the drop down list

Plng plantPlanning plantOSelect 1000 from the drop down list

OrderOrderOSelect a value from the drop down list if you want the system to copy the field contents from this key when creating a new order

*R Required, O Optional

Press Enter key or click on the check mark icon in the top left side corner.If outstanding notifications exist for the selected reference object (functional location/equipment), the following screen will be displayed:

Press Enter key or click on the check mark icon to get to Create : Central Header screen:

Enter the field value according to the following table:


DescriptionDescriptionREnter a brief description of the problem in the Short text fieldWhen creating a work order for the first time click the Show long text window icon. The Long Text Window is displayed and the Short Description Field will be grayed out (data cannot be input into it). The Long Text Window will default to an open display for all future input of Work Order data, data can no longer be entered in the short description field unless the Long Text Window has been manually closed.

Sold-to partySold-to partyR/OSelect a value for the client code from the drop down list

Pur. orderProtocol numberOInsert a protocol number

Purchase order dateProtocol dateOInsert a protocol registration date

PlannerGrpPlanner groupOSelect a value from the drop down list

Mn.wk.ctrWork centerRSelect a value from the drop down list

PMActTypeMaintenance Activity TypeRSelect a value from the drop down list

Func. Loc.Functional locationOSelect a value from the drop down list

EquipmentEquipmentOSelect a value from the drop down list

Bsc startBasic startRSelect a date to specify when the activity should start

Basic fin.Basic finishREnter an estimated finish date for the work

PriorityPriorityR/OSelect a value from the drop down list


To insert information regarding address details you have the following options:

1. Customer address screen, by clicking Maintain partner address button:

Address data in this screen is taken from the client master data. It can be changed, but this will not update the client master data address details

2. Object address screen by clicking Partner overview button. Information in this screen cannot be changed, it is taken from the reference object (equipment/functional location)

3. Order address screen, by clicking Maintain partner address button:

The following screen will be displayed:



CountryCountryRSelect BG from the drop down list


Click More fields button to expand address screen:



NameNameOA value is to be entered

Building codeBuilding codeRA value is to be entered

RoomRoomOA value is to be entered

FloorFloorOA value is to be entered

c/oEntry numberOA value is to be entered

GIS address codeGIS address codeOA value is to be entered

Building nameBuilding nameOA value is to be entered

StreetStreetRSelect a value from the drop down list

House numberHouse numberR/OA value is to be entered

Additional address 1Additional address 1OA value is to be entered

Additional address 2Additional address 2OA value is to be entered

DistrictDistrictRIt is automatically filled if has been defined at street level, if not, a value is to be entered

Postal codePostal codeOIt is automatically filled if has been defined at street level and city, if not, a value is to be entered

CityCityRIt is automatically filled if has been defined at street level, if not, a value is to be entered

RegionRegionOIt is automatically filled if has been defined at street level, if not, a value is to be entered

Reg. Struct. Grp.Reg. Struct. Grp.RIt is automatically filled if has been defined at street level, if not, a value is to be entered

TelephoneTelephoneOA value is to be entered


While introducing data interrogation screens regarding address acceptance may be generated. Click YES option to adopt data.

To validate the address click the green check mark To insert operations click on Operations tab:



Work centerWork centerRSelect a value from the drop down list

Control keyControl keyRSelect ZINT from the drop down list

Operation short textOperation short textRInsert a short description of the operation

WorkWork involved in the activityRSystem will automatically calculate by calculation key

Un.Unit of workRUnit of measurement for work duration. Choose a value from the drop down list

NumberNumber of capacities requiredRNumber of persons required to perform the activity is to be entered

Dur.Duration of the activityRDuration of the activity is to be entered

C.KeyKey for calculationRSelect calculation key: 2 (for calculation work) from the drop down list

ActTypActivity TypeOSelect a value from the drop down list for those operations that will be invoiced

FacExecution factorONumeric value representing the number of times the processing of an operation is repeated during order processing

*R Required, O OptionalIf an operation should be repeated during order processing, select the operation and click Ex. Factor button:

Press Copy button to confirm the execution factor.To insert a task list in the operation list click Extras option on the menu bar, then select Task List Selection ( General task lists.

The following dialog screen is displayed:

Choose:

Yes if you want to delete the already existing operations No if you want to keep the already existing operations Cancel to exit the screenIn the following screen insert desired selection criteria and click Execute button to display a list of task lists:

Select the desired task list(s) and click Choose button :


Choose:

All if you want to insert all operations Selected if you want to insert only the selected operationsAdditional operation(s) is/are inserted in the Operation tab:

To assign materials (components) to operations click on Components tab:

Click the Component field and then the match code to display the search help for materials. Expand the selection criteria by pressing Expand button and choose option Materials by storage location:

In field Storage Location fill:

1100 for materials used for Non-reg. Services

1200 for materials used for Reactive Field Work

Click Start Search button .

Select a material from the list and press Copy button .

The selected material is inserted in the Components tab:

Press Enter key or click on the check mark icon in the top left side corner.


Insert the operation number and click Continue button .

Components screen is displayed with updated values.

Continue entering field values according to the following table:


Reqmt QtyQuantityRA quantity is to be entered

SLocStorage locationRSelect 1100 or 1200 from the drop down list


Repeat the same above steps for the required list of components.To assign partners to the work order click Partner tab:

Continue entering field values according to the following table:


FunctFunctionRSelect a value from the drop down list

PartnerPartnerRSelect a value from the drop down list1.Select field and click the match code 2.Select Structure search option

3.Choose a generc search term

4. Expand the structe and then select the desired entry


To link serial numbers/materials/equipment/functional locations/notifications to a work order click Objects tab:

Select the corresponding values from the drop down list or create new entries by selecting the corresponding field and then clicking New entry button :

To release the work order click Release button :

The following message will be displayed at the bottom of the screen:

For work orders that are going to be used for invoicing (non-regulated services):1. Fill also information regarding the type of service in Operations tab:

Assign an activity type to each operation that is going to be invoiced (select it from the drop dow list).2. Fill also information regarding sales data by executing the following meniu steps Extras -> Sales data:

In the Sales Organization Data" screen enter information in fields as following:


Sales Org.Sales OrganizationRSelect 1000 from the drop down list

Distr. ChannelFunctional locationRSelect 10 from the drop down list

DivisionEquipmentRSelect 10 from the drop down list


Click on the green check mark to validate the values.Click on Save icon to save the work order.

The following message is displayed on the status bar at the bottom of the screen.

Copyright 2014 S&T

All rights reservedSofiyska Voda IS-U ProjectIS-U Implementation project USERADDRESS \* MERGEFORMAT 01.09.2014 Page 1 from 23

Copyright 2014 S&T

All rights reservedSofiyska Voda IS-U ProjectIS-U Implementation project USERADDRESS \* MERGEFORMAT 01.09.2014 Page 11 from 23

IW31_Create Work Order

Documents

Transcript of IW31_Create Work Order