Organisation Structure - CS and PM

7/29/2019 Organisation Structure - CS and PM

1/9

1: Organisation Structure

1.1 Maintain Maintenance Planning Plant

1.2 Assign Maintain Maintenance Planning Plant to Maintenance Plant

2 Part-2: Global Settings

3 Part-3: Baseline Settings

3.1 Master Data Settings

3.1.1 Define User Status

3.1.2 Create Authorization Keys for User Status Authorizations

3.1.3 Define Currency for Maintenance statistics

3.1.4 Define Permit categories

3.1.5 Define Measuring Point categories

3.1.6 Create Number Range for Measuring Points

3.1.7 Create Number Range for Measuring documents

3.1.8 Define Warranty Types

3.1.9 Define number range for Warranty Types

3.1.10 Maintain Transaction Start Default Values for Sample Warranties

3.1.11 Define Warranty counters

3.1.12 Define object information keys3.1.13 Define Types of Technical Objects

3.1.14 Define Plant-sections

3.1.15 Define Planner Group

3.1.16 Define ABC Indicators

3.1.17 Define Authorization Group

3.1.18 Set View profile for Technical objects

3.1.19 Create Structure Indicator for Reference Locations / Functional Locations

3.1.20 Define Category of Functional Location

3.1.21 Maintain Equipment Category

3.1.22 Define additional business views for Equipment categories

3.1.23 Define number ranges

3.1.24 Usage history update

3.1.25 Define history related fields

3.1.26 Define installation at Functional Location

3.1.27 Define Media for Object Links

3.1.28 Define Number Ranges for Object Links

3.1.29 Define Serial Number Profile

3.1.30 Define default Equipment categories for Serial Numbers

3.2 Maintenance Plans, Work centres and Task Lists

3.2.1 Set Maintenance Plan Categories

3.2.2 Define Number Ranges for Maintenance Plan

3.2.3 Define Number Ranges for Maintenance Items

3.2.4 Define Sort fields for Maintenance Plan3.2.5 Define Employees responsible for Work centres

3.2.6 Configure Planner Group

3.2.7 Define Number ranges for General Maintenance Task List

3.2.8 Define Number ranges for Equipment Task List

3.2.9 Define Number ranges for Task list for Functional Location

3.2.10 Define profiles with default Values

3.3 Maintenance Processing

3.3.1 Overview of Notification Type

3.3.2 Define Notification Types

3.3.3 Set Field Selection for Notifications

3.3.4 Define Number ranges

3.3.5 Define Transaction Start Values3.3.6 Assign Notification Types to Order Types


2/9

3.3.7 Maintain Catalog

3.3.8 Define Catalog Profile

3.3.9 Define Partner Determination Procedure and Partner Function

3.3.10 Define Priorities

3.3.11 Define Shop floor Papers, Forms and Output Programs

3.3.12 Define Operational Effects

3.3.13 Configure Order Types

3.3.14 Configure Number Ranges

3.3.15 Assign Order Types to Maintenance Plants

3.3.16 Assign Inspection Types to Maintenance/Service Order Types

3.3.17 Define Default Value for Planning Indicator for Each Order Type

3.3.18 Create Default Value Profiles for External Procurement

3.3.19 Create Default Value Profiles for General Order Data

3.3.20 Default Values for Task List Data and Profile Assignments

3.3.21 Settlement Rule: Define Time and Distribution Rule

3.3.22 Define Proposed Reference Time for Technical Completion

3.3.23 Define Default Order Types for Maintenance Items

3.3.24 Define Notification and order Integration3.3.25 Maintain Control Keys

3.3.26 Maintain Default Values for Control Keys for Order Types

3.3.27 Define Maintenance Activity Types

3.3.28 Assign Valid Maintenance Activity Types to Maintenance Order Types

3.3.29 Default Values for Maintenance Activity of each order type

3.3.30 Assign Costing Parameters and Results Analysis Keys

3.3.31 Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval

3.3.32 Define Documentation for Goods Movements for the Order

3.3.33 Define Scope of Check

3.3.34 Define Checking Control

3.3.35 Define Default Values for Component Item Categories

3.3.36 Activate Default Value for Current Date as Basic Date

3.3.37 User Status for Orders

3.3.38 Create Authorization Keys for User Status Authorizations

3.3.39 Define Default Values for Units for Operation

3.3.40 Partner Determination Procedures -> Equipment Category

3.3.41 Partner Determination -> Notification Type

3.3.42 Partner Determination ->Assign to Order Type

3.3.43 Set Scheduling Parameter

3.3.44 Assign Default Values for Settlement Areas to Order Types

3.3.45 Object Information -> Define Object Information

3.3.46 Object Information -> Assign Object Info Keys to Order Type

3.3.47 Completion Confirmation ->Confirmation Parameter3.3.48 Completion Confirmation -> Define Causes for Variances

3.3.49 Completion Confirmation -> Define Execution Time for Confirmation Processes

3.4 Information Systems for Plant Maintenance

3.4.1 Assign Value Categories to Maintenance Cost Key Figures

3.4.2 Configure Measurement Document Update- See more at:http://www.sapebooks.com/b/is-utility-plant-maintenance-and-customer-service-configuration-

document.html#sthash.M8aWbEja.dpuf
http://www.sapebooks.com/b/is-utility-plant-maintenance-and-customer-service-configuration-document.html#sthash.M8aWbEja.dpufhttp://www.sapebooks.com/b/is-utility-plant-maintenance-and-customer-service-configuration-document.html#sthash.M8aWbEja.dpufhttp://www.sapebooks.com/b/is-utility-plant-maintenance-and-customer-service-configuration-document.html#sthash.M8aWbEja.dpufhttp://www.sapebooks.com/b/is-utility-plant-maintenance-and-customer-service-configuration-document.html#sthash.M8aWbEja.dpufhttp://www.sapebooks.com/b/is-utility-plant-maintenance-and-customer-service-configuration-document.html#sthash.M8aWbEja.dpufhttp://www.sapebooks.com/b/is-utility-plant-maintenance-and-customer-service-configuration-document.html#sthash.M8aWbEja.dpuf


3/9


4/9

IW59 Display Service Notifications: Selection of Notification

IW64 Change Notification List of Activities

IW65 Display Notification List of Activities

IW66 Change Notification List of Tasks

IW67 Display Notification List of Tasks

IW68 Change Notification List of Items

IW69 Display Notification List of Items

IA07 Display General Task List

IA03 Display Equipment Task List

IA13 Display Functional Location Task List

IR03 Display Work Centre

KO88 Settle Order (Single)

ME21 Create Purchase Order (pre R4.6)

ME21N Create Purchase Order (R4.6 onwards)

IP41 Create Single Cycle Plan (R4 onwards)

IE02 Change Equipment

IE01 Create Equipment

IE03 Display Equipment

IE05 Equipment List Editing - Change

IE08 Equipment List Editing - Display

QS42 Display Catalog

ML81 Create Service Entry Sheet

MM03 Display Material

CS03 Display Material BOM

IH01 Display Functional Location Structure

MB11 Goods Movement

MB31 Goods Receipt

IW8W Goods Receipt for Refurbishment (R4 onwards)

IP02 Change Maintenance Plan


5/9

IP03 Display Maintenance Plan

IP10 Schedule Maintenance Plan

IP30 Deadline Monitoring

IP11 Change Maintenance Strategy

IP12 Display Maintenance Strategy

IP19 Maintenance Scheduling Overview Graphic

IP24 Maintenance Scheduling Overview List

IQ03 Display Serial Numbers

IP42 Create Strategy Maintenance Plan (from R4 onwards)

IL02 Change Functional Location

IL01 Create Functional Location

IL03 Display Functional Location

IL05 Functional Location List Editing - Change

IL06 Functional Location List Editing - Display

IA11 Create Functional LocationTask Lists

IA12 Change Functional Location Task List

IL02 Change Functional Location

IA05 Create General Task List

IA06 Change General Task List

IA01 Create Equpment Task List

IA02 Change Equipment Task List

IE03 Display Equipment

IR01 Create Work Centre

IR02 Change Work Centre

CA85 Replace Work Centre

IP13 Strategy Package Sequence

IP14 Strategy Package Sequence

IP04 Create Maintenance Item

IP05 Change Maintenance Item


6/9

IP06 Display Maintenance Item

IP17 Maintenance Item List Editing - Change

IP18 Maintenance Item List Editing - Display

IP02 Change Maintenance Plan

IP03 Display Maintenance Plan

IP15 Maintenance Plan List Editing - Change

IP16 Maintenance Plan List Editing - Display

IK11 Create Measurement Documents

IK12 Change Measurement Documents

IK13 Display Measurement Documents

IK22 Measurement Documents List Editing - Create



IK18 Measurement Documents List Editing - Change

IK17 Measurement Documents List Editing - Display

IK41 Measurement Documents List Editing - Display Archive

IQ01 Create Serial Numbers

IQ02 Change Serial numbers

IQ04 Serial Numbers List Editing - Create

IQ08 Serial Numbers List Editing - Change

IQ09 Serial Numbers List Editing - Display

IK01 Create Measurment Point

IK02 Change Measurement Point

Ik03 Display Measurement Point

IK08 Measurement Point List Editing - Change

Ik07 Measurement Point List Editing Display


7/9

Hun,

Provides support for the complete Service processing lifecycle from Service Quotation creation to Billing. A

service order is created if the customer has to be billed for services like utility usage, no. of pages printed (using

counters etc). Service Order processing includes integrated validation of service contract price agreements and

warranty entitlements.

The cycle is :

Business Scenario Service quotation and service order management

A. Make inquiry Customer contacts and requests for quotation

B. Create and communicate quotation service rep. creates a quotation and sends it to the customer

C. Accept the quotation

D. Convert quotation into service order and release the order

E. Create and optimize assignments - The Resource Planner assigns any field service tasks to one or more of

his Field Service Representatives

F. Execute assignment, perform confirmation - The Field Service Representative performs the service

assignment at the customer site and performs confirmation for the work done, materials used and so on

G. Approve confirmation, assign costs - The Service Manager checks and approves the confirmation data and

decides which costs should be billed to the customer

H. Bill customer, perform analyses - The Service Manager triggers billing of the customer and performs

analyses of the complete service order processing cycle

Where as a repair order would be created when a customer finds a defect in say a product and the requests for a

repair of replacement.

The cycle is:

The business scenario

1. Enter repair request

The customer calls the service organization to request a repair. The agent enters the repair request. The system

checks whether a warranty exists.

2. Send in defective product

The customer sends in the product using the given return material authorization number.

3. Plan repair steps

A service representative performs the technical analysis and enters the inspection result (causes, tasks, etc.). He

decides what action should be taken based on the inspection result.

4. Create service quotation

The system calculates the price for the planned repair and required spare parts, according to the price

agreements in the service contract, and the warranty costs. The agent generates a service quotation.

5. Perform confirmation

The customer accepts the quotation. The service representative repairs the product and confirms his working

times and materials used. He also documents the inspection results.

6. Return repaired product

The service representative returns the repaired product to the customer.


8/9

7. Create invoice

The service representative triggers customer billing, based on the confirmed time and spare parts used, and in

accordance with existing warranties and specific price agreements.

8. Analyze defect reasons

Using predefined queries and reports, the service manager analyzes the most important defect reasons.

Refer to CR700 - Service for details info.

Regards,

Julius

Work/Service Order

Definition

R/3 document containing processing data that can be transferred from the R/3 Maintenance andService Management (MSM) system to Computer-aided Scheduling & Dispatch (CSD/MF) software.

Use

A work order may contain multiple operations, which in turn can contain multiple sub-operations. Awork/service order can make reference to a business partner (customer), and one or more technicalobjects (for example, work locations, equipment). Work orders and work operations may havedependencies with one another, as well as external constraints such as permits. Tools, materialand/or qualifications can be defined in the work/service order as requirements for the work.

Normally, work information provided by SAP is translated as 1 "job" per work order operation.However, for administrative expediency, the CSD system may dispatch a single "summary" of jobsinstead of multiple operations in the work order. Under these circumstances, work completiontransactions would normally only be generated for those work requests that were dispatched.

The CSD system may support functionality that permits feedback for jobs to be done to a "standing"

work order that is not dispatched but used purely as a cost collector for a specific type of work.

Structure

The following types of work/service order data can be transferred from the R/3 System using theIORDER01IDoc:

Order header data Permit data

Technical object data (functional locations and equipment including measuring points)

Partner data (ship-to party, sold-to party, service-at customer)

Operation data (sub-operation, splits, material, PRTs, requirements, relationships)

Notification reference data
https://help.sap.com/saphelp_nw04/helpdata/en/f2/660b378350c976e10000009b38f839/content.htmhttps://help.sap.com/saphelp_nw04/helpdata/en/f2/660b378350c976e10000009b38f839/content.htmhttps://help.sap.com/saphelp_nw04/helpdata/en/f2/660b378350c976e10000009b38f839/content.htmhttps://help.sap.com/saphelp_nw04/helpdata/en/c2/090b374e4e7c64e10000009b38f839/frameset.htmhttps://help.sap.com/saphelp_nw04/helpdata/en/f2/660b378350c976e10000009b38f839/content.htm


9/9

The IORD transaction performs the extraction of the work/service order data to build IDocs.

Integration

The selection criteria for the IDoc requires the entry of auser statuscode to be used to identify that

the order has been transferred to and is now 'owned' by the CSD system. Data can only be extractedfor the order if the user status code exists in the user status profile defined for the order.
https://help.sap.com/saphelp_nw04/helpdata/en/1e/0a0b374e4e7c64e10000009b38f839/content.htmhttps://help.sap.com/saphelp_nw04/helpdata/en/1e/0a0b374e4e7c64e10000009b38f839/content.htmhttps://help.sap.com/saphelp_nw04/helpdata/en/1e/0a0b374e4e7c64e10000009b38f839/content.htmhttps://help.sap.com/saphelp_nw04/helpdata/en/1e/0a0b374e4e7c64e10000009b38f839/content.htm

Organisation Structure - CS and PM

Documents

Transcript of Organisation Structure - CS and PM