WM06 Regular Work Order Management Presentation
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Integrated Business Systems (IBS) Welcome! Welcome! WM06 Regular Work Order Management WM06 Regular Work Order Management Course Course WM06 WM06
description
WM06 Regular Work Order Management Presentation
Transcript of WM06 Regular Work Order Management Presentation
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Welcome!Welcome!WM06 Regular Work Order ManagementWM06 Regular Work Order Management
CourseCourse
WM06WM06
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• Introduction
• Objectives & Outcome
• Overview
• Roles and Tasks
• Regular Work Order Management: Walkthrough & Exercises
Course Agenda
• Recap of Sub Processes / Procedures / Work Instructions
• Regular Work Order Management: Walkthrough & Exercises
• Course Close up
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• Introduction
• Objectives & Outcome
• Overview
• Roles and Tasks
• Regular Work Order Management: Walkthrough & Exercises
Course Agenda
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Switch off mobile phones
Time keeping
Fire exits & toilets
Introduction: House Keeping Points
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The Implementation of a new Information System for Shell Ous relevant to:
• FI (Finance), • WM (Work Management), • and CPL (Contract, Procurement, Logistics).
INTEGRATED PROCESSES BASED ON SAP R/3 IS-OIL PACKAGE
Introduction: Blueprint Project – What is it?
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(IBS
)Introduction: Blueprint Project – What is it?
PS
MM OLM
FI CO JVA
Settlement Rule
PMIntegrated Activity Planning
Month EndProcessing/Asset U.C.
OrderSettlement
Pur. Req/Reservation
Goods Receipt/Service Entry
Purchase Requisition/Reservation
Stock Transport Requisition
Delivery Complete
Goods Issue
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Introduction: Project Plan
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Systems Applications and Products
in Data Processing
• SAP R/3 is a computer software application• The software is a Relational Database• The programming language is “ABAP/4”
Introduction:SAP – What is SAP?
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(IBS
)Introduction: SAP – Blueprint Coverage
R/3R/3Client / ServerClient / Server
ABAP/4ABAP/4
FIFIFinancialFinancial
AccountingAccounting
COCOControllingControlling
AMAMFixed AssetsFixed Assets
Mgmt.Mgmt.
PSPSProjectProjectSystemSystem
MMMMMaterialsMaterials
Mgmt.Mgmt.
HRHRHumanHuman
ResourcesResources
LELELogistic Logistic
ExecutionExecution
PPPPProductionProductionPlanningPlanning
QMQMQualityQuality
Manage-Manage-mentment PMPM
Plant Plant MaintenanceMaintenance
ISISIndustryIndustry
SolutionsSolutions
IM IM Investment Investment ManagementManagement
JVAJVAJoint VentureJoint VentureAccountingAccounting
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(IBS
)Introduction: SAP – How to access the Training Client
Description: Enter R16 Training
Application Server: Enter pat0103.services.shell.net
System Number: Enter 16
Click OK
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(IBS
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User: Enter USERXXNN
Click Enter (at the end)
Client: Enter 4NN
Password: Enter SAP
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Theory: the tutor provides overview of the course, the User profile and the OLQR. He will also explain the sub-process, procedures and work instructions with the support of myS@Portal
Walkthrough: the tutor shows how to perform each procedure step by step in the SAP System. He goes through the transactions of that procedure, explaining how to fill the fields and what are the necessary actions to go through the screens
Exercise: at this time participants do exercises based on real business case scenarios, using the SAP System and with the support of myS@Portal
Introduction: Course Structure
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Course ExercisesCourse
ExercisesmyS@PortalmyS@Portal
Introduction: Course Support Tools
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(IBS
) MyS@PortalMyS@Portal… … e-learning tool introductione-learning tool introduction
Introduction: MyS@Portal Introduction
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• MyS@Portal is the main access point to SAP related information for tutors, super users and end-users
• MyS@Portal is a tool for delivering SAP training
• MyS@Portal is a web based, intranet application
• MyS@Portal is available to all Shell employees that attend SAP training
Introduction: MyS@Portal Introduction
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)Introduction: MyS@Portal IntroductionHow to login?MyS@Portal can be accessed through the Internet Explorer in the following way:
• Double click on Microsoft Explorer icon
• Enter the path displayed below in the address field : “http://sww.phc.spdc.shell.ng/dir/cfd/ibs/contents.htm”, and click on the Portal icon on the IBS website page.
• In the Login Page, enter your Shell ID in the Login field and use “start” as your initial password in the Password field.
• Click on Enter button Insert User ID
Insert Password
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)Introduction: MyS@Portal Introduction
Click on the
eSupport Section
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High-Level Sub ProcessDescription
Step-by-Step SAP Work Instruction
If you click on a level, a new window appearswith the level description
ProcedureDescription
Introduction: MyS@Portal Introduction
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• Introduction
• Objectives & Outcome
• Overview
• Roles and Tasks
• Regular Work Order Management: Walkthrough & Exercises
Course Agenda
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• To present and explain the activities related to Regular Work Order Management by using the MyS@Portal
• To help Users develop job related skills on SAP through exercises based on real business scenarios
• How not Why - not the forum to justify design decisions
Objectives & Outcome: Training Objective
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At the end of the course you will: – Understand the main activities of Regular Work Order
Management using SAP• Create a Work Order• Plan a Work Order• Schedule a Work Order• Approve a Work Order• Release Requisition• Track Materials/Services• Execute Order
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)Work Management impacts
Enhanced cost estimating and information sharing
Better planning, scheduling and monitoring of work
Reduction of manual effort in retrieving and producinginformation
Time saving and reduction of errors due to improvedconsistency and accuracy of information
Provide optimal asset reliability and availability
Direct link to financial controlling, project management, procurement and human resources in SAP
Reporting of work and object history for performance evaluation and cost analysis
Protection of information from unauthorised access
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• Introduction
• Objectives & Outcome
• Overview
• Roles and Tasks
• Regular Work Order Management: Walkthrough & Exercises
Course Agenda
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(IBS
)Process Flow IntroductionPM flow
Perform Work
Offshore Logistics Management - OLM
(Packing & Shipment)
Approve Work Order (Release)
Approve Notification
Create, Plan & Schedule Work Order
Create Notification
Perform Technical
Completion
Perform Settlement
Perform Materials Requirement Planning
(MRP)
Perform Goods/Service
s Receipt
Create Stock Transport Request
Process Requisition
Process Invoice
Create Purchase
Order
Create Purchase
RequisitionApprove
RequisitionMake
Payment
Perform Confirmation
Stock Materials
Perform Goods Issue for Delivery
Non Stock Materials& External Services
CompleteNotification
Create Stock Transport
Order
Create Delivery
Stock Materials
Non Stock Materials& External Services
General Work Order
Create Recurring
Activity Plan
Scheduling Recurring
Activity PlanCreate Task
list
Maintain recurring Activity Strategy
AnalyzeTechnicalHistory
Analyse CostHistory
Perform Business
Completion
Create Stock Transport Request
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)Overview: Notification & Work Order Management
MANAGE NOTIFICATION MANAGE WORK ORDER WORK EXECUTION &CONFIRMATION
WORK CLOSE-OUT
Create, Plan & Schedule Work
Order
Plan for• labour• materials (stock/nonstock)• specialist/external services• tools
Approve Work Order
Perform Work
Perform Confirmation
Perform Service Receipt
Perform Goods Issue for Delivery
Perform GoodsReceipt
Approve Notification
Create Notification
Perform Technical
Completion
Perform Settlement to
WBS
Perform Business
Completion
Perform Settlement to Cost Center
CompleteNotification
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(IBS
)Regular Work Order Management Benefits
Short-term Benefits:
• Data entry at source - reduce duplication , multiple data entry and resultant errors
• Improve traceability and control over data quality
• Link activities to plan and report against actual, for both cost and resource estimates
• Provide real-time, on-line access to work order activity and cost data for all interested parties
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Regular Work Order Management Goal
To create work orders, conduct initial planning and scoping of work orders including identification of required materials and services.
To approve the work orders with respect to planning and scope (i.e. technically) as well as planned execution dates.
Regular Work Order Management Course covers the activities of
creation, planning, scheduling, approving
and initiating execution of the work orders and the requisitions derived from
them
Regular Work Order Management: Definition
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Long-term Benefits:
• Provide consistent quality data for use in benchmarking, trending and improvement measures
• Allow the build-up of standard task and material lists to improve work efficiency
• Improve work preparation and supplier communication
• Identify and improve stock levels for planned material requirements (i.e. based on material requirement trend)
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Manage PM Notification and Work Order Maintain PM Work Orders Plan PM Work Orders Schedule PM Work Orders Approve PM Work Orders Initiate Execution of PM Work Orders Manage Standing Work Orders
Manage Purchase Requisitions Maintain Requisition Release Requisition Material Tracking
Regular Work Order Management Sub Processes and Procedures
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CreateCreate PlanPlan ScheduleSchedule
ApproveApproveRelease Release RequisitionRequisitionTrackingTracking
InitiateInitiate Confirm Confirm Technical Technical CloseClose
Work Order Processes
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(IBS
)Regular Work Orders Management - Exercises
Exercise 1: Create PM Work Order
Exercise 2: Plan PM Work Order
Exercise 3: Schedule PM Work Order
Exercise 4: Approve PM Work Order
Exercise 5: Material Tracking
Exercise 6: Initiate Execution of PM Work Order
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• Introduction
• Objectives & Outcome
• Overview
• Roles and Tasks
• Regular Work Order Management: Walkthrough & Exercises
Course Agenda
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Regular Work Order Maintainer• Creation of work orders, initial planning and scoping of work orders
which includes identification of required materials and services.• Scheduling of work order.
Work Order Approver• Review details and confirm acceptance of scope, cost and timing
by approving the work orders within his area of responsibility.
Regular Work Order Management:Key Roles
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• Introduction
• Objectives & Outcome
• Overview
• Roles and Tasks
• Regular Work Order Management: Walkthrough & Exercises
Course Agenda
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CreateCreate PlanPlan ScheduleSchedule
ApproveApproveRelease Release RequisitionRequisitionTrackingTracking
InitiateInitiate Confirm Confirm Technical Technical CloseClose
Work Order Processes
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(IBS
)Work Order-Creation
The Source of Work Order Creation
Automatic Automatic creationcreation
General Procurement
Recurring activity plans
Notification
Work Order
Manual Manual creationcreation
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•All the work orders will be created from Notification or Recurring Activity Plan.
•Only work order type GEN can be created without preceding Notification
•Functional Location is a required field in all the work order types except for GEN type
Create Regular Work Orders
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• 71PO – A71 Operate Wells & Facilities: Production Operations• 72EP – A72 HR: Estate Services Preventive Maintenance• 72EC – A72 HR: Estate Services Corrective Maintenance• 72FP – A72 Maintain Facilities: Preventive Maintenance• 72FC – A72 Maintain Facilities: Corrective Maintenance• 72WP – A72 Maintain Wells: Preventive Maintenance• 72WC – A72 Maintain Wells: Corrective Maintenance• 72XR – A72 Maintain Facilities: Refurbishment of Materials• GEN – General Activities
Work Order Types
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Standing Work Order is used for:• repetitive low value requisition• posting of repeated Service Entries generated from Service Entry Plan• Simplification of resourcing activities which would not benefit from individual orders per activity.
Note:• Standing Work order is applicable to all types of work order and is distinguishable by user status STDG• Should be monitored to ensure the proper validity and application.
Standing Work Order
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(IBS
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Demonstration Exercises
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(IBS
)Regular Work Orders Management - Exercises
Exercise 1: Create PM Work Order
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PlanPlan ScheduleSchedule
ApproveApproveRelease Release RequsitionRequsitionTrackingTracking
InitiateInitiate Confirm Confirm Technical Technical CloseClose
Work Order Processes
CreateCreate
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What is Planning?• Work orders provide financial management , planning of the
work scope and the resources required to carry it out
What does Planning Involve ?• Specify operations , relationship • Identify resources (e.g. internal labour and external services) • Identify materials• Identify tools
Plan Work Order
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Internal Operations• Operations performed internal resources, that is,
personnel within an organisation, represented by work centers with planned durations.
• Can be referenced automatically to a task list where a standard set of details has previously been recorded.
External Service Operations• Operations performed by third parties• It is necessary to specify the agreement that is used to
procure an external service• In addition should specify:
Specific services with quantities Generic services Value limits (unplanned services)
Plan Work Order
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Materials• Sap will automatically determine the item category
(local stock or remote stock or non-stock).
• Selection Methods:• Bill of material for technical object• General assembly bill of material for other materials• Matchcodes
- Classification- Text- Material Number
• Sap will prompt for plant/storage location if necessary and any other required information.
Plan Work Order
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(IBS
)Searching for Materials - Basic
–MITS - Material Item Text Search–Search by Description
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(IBS
)How do I find the right material?
Say you need a 000510113 transformer for a Chromalox heater -How do you find the material in the catalog?
– What information do you already know?
• noun: transformer
• manufacturer: Chromalox
• manufacturers part number: 000510113
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(IBS
)MITS - Material Item Text Search
From any SAP transaction use the dropdown arrow on the Material
field to start material search.
Shortcut for Display Material transaction is MM03
Use MM03 transaction to get Material Display
screen
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(IBS
)MITS - Search Options
If this screen is not the default screen please refer to Slide 11 and choose
M.I.T.S. (Material Item Text Search) as your default
“And” option selected:
looks for ONLY records containing ALL of the terms entered
“Or” option selected:
looks for records containing ANY of the terms entered.
“And” option selected:
Excludes ONLY records containing ALL of the terms entered
“Or” option selected:
Excludes records containing ANY of the terms entered.
Basic ListNot Checked: Stock information displayed.
Checked: Stock information hidden, but available
Restrict your search to NG01
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Enter individual terms or the first few characters from the term that you want to search for AND
an asterisk.
The asterisk (*) is a wild card which can be used at the end or at both sides of a search
term.
Although the search takes much longer, using the asterisk at both ends should ensure you will
find all materials containing the term.
Then click
Note:
•One term per line
•Maximum 4 search terms per search
•You can put your search terms in any order
Put in “NG01”
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MITS - Searching for Material
The search found all NG01 records incl. the word TRANSFORMER.
If too many items were found and you want to refine your search you have to return to the Search screen by clicking the Back button
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MITS - Refining the Search
To start your search, click
Enter more information (additional terms) about the material you are trying
to find: description, vendor/manufacturer, or a part number.
Each additional entry will reduce the number of matches.
Do not forget to use asterisk (*). It will
improve your search.
OR YOU CAN JUST PUT OLD LEGACY
NUMBER IF KNOWN
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)MITS - Material Item Text Search
Click on [ ] to select the material.
This exits MITS and copies the MM
number into your transaction screen.
Click on material number to display
the material master record
Click on material
description to view how the material was
found
The next slide will
present this information
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MITS - Material Item Text Search
Legend describing Type for above results
The “Type” indicator (refer to legend below) tells you where MITS found the term in this record.
You can click on the type indicator here or in the legend to get more information
These are the terms that MITS searched for and found.
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)SAP - Accessing Other Search Options
Along with MITS, there are other search
options available for finding Material
Masters in SAP.
To access other options, from the “MITS
Search Material” screen, click the green
left arrow button
or press ESCAPE
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SAP - Another Search Option – Search by description
You can select any available search option.
For this example, we’ll search the short text description.
Click on Plant material by Description button.
“Old material number” here means SHELL MESC number”
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SAP - Search for Material by Description
Enter a term in the field, using wildcards (*) as necessary.
Then click
Put in NG01 TO restrict your search to SPDC materials only
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)SAP - Search for Material by Description
The search found materials with the word “transformer” in the
short text.
When you see how descriptions are structured, you can “fine-
tune” your search, if necessary, by adding details.
To return to the search screen, click here
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By adding information we become more
specific.
We now know manufacturer
name is the first item in a
description, so we add the first few
characters and an asterisk.
Now click
SAP - Search for Material by Description
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(IBS
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One material found in 3 different SEIC plants.
Click on any item to access material
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Recap: different ways to find & enter materials/services:Materials:1. Use BOM list of equipment2. Use search help “plant material by description”3. Generic materials via “plant material by description”,
material number 7*
Services:1. Via service contract number, planned services2. Via service contract number, unplanned services3. Generic services via search help “Service by short text”,
act number 6*
Use tolerances/unrestricted indicator to specify quantities
Plan Work Order
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(IBS
)Plan Work Order: Services (I)
Five ways to plan services on an order:
1. Planned contract service, quantities knownPreferable scenario, all parameters known. Make sure generic service has price in quantity field.
2. Planned contract service, quantities unknownUse tolerance and unlimited indicator.
3. Unplanned contract serviceOnly contract is known, not services and quantities. Use the service overview screen, set value limit and enter long text to specify service
4. Non contract generic serviceNo contract available, use generic service 6*, change price to NGN value in condition record
5. Milestone/Lump sum contractcopy contract quantity values manually into the work order service pack
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(IBS
)Plan Work Order: Services (II)
Important rules:
1. Don’t mix services from different contracts in the same operation: use an additional operation.
2. Don’t mix contract and non contract services in same operation.3. Use the ‘quantity’ field to specify the price in generic services
that are called from a contract4. For Milestone/Lump sum contracts, copy the values in the
quantities field on the contract manually into the corresponding lines in the work order
5. Generic services that are not taken from a contract are called “minor contract services”. The price is changed to NGN in the condition record.
6. The price on the PO is taken from the contract, and the quantity from the order. Manipulating price on order leads to wrong PO values
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(IBS
)Regular Work Order – Plan Work Order:SAP Walkthrough & SAP Concepts
Demonstration Exercises
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(IBS
)Regular Work Orders Management - Exercises
Exercise 2: Plan PM Work Order
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ScheduleSchedule
ApproveApproveRelease Release RequsitionRequsition
TrackingTracking
InitiateInitiate Confirm Confirm Technical Technical CloseClose
Work Order Processes
CreateCreate PlanPlan
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Scheduling for work order will based on • Time frame Variable such as 14 days or 90 days • Resources (Labour and Material) constraints• Relationships (within other orders)
Upon the completion of scheduling, the user Upon the completion of scheduling, the user status of the work order will be set to AWRE status of the work order will be set to AWRE (Awaiting Release)(Awaiting Release)
Schedule Work Order
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Material availability check • Performed to check that the materials required to
perform an operation are available. • Checks quantity of material available.
Capacity Check• Performed to determine that a work centre is able to
perform an operation.• Checks that the maximum activity of work that can be
performed by a work centre is not exceeded with the addition of the new operation.
Schedule Work Order
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Schedule Work Order: Basic dates
Scheduling:Scheduling:
Use basic start date and basic end date to define Use basic start date and basic end date to define the operating window of your order. the operating window of your order.
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Schedule Work Order: Relationships
Scheduling
Relationships between operations define the ‘flow’ of the operations. It is possible to set precedence and concurrence with SS, FS, SF and FF relations
Use relations to add logic to the order, and improve scheduling
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Schedule Work Order: Material availability
Scheduling
Usually materials are not available instantaneous. A certain lead time is necessary to make sure the materials are available at the start date of the order.
Solve material unavailability by creating the order well in advance.
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(IBS
)Regular Work Order – Schedule Work Order:SAP Walkthrough & SAP Concepts
Demonstration Exercises
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(IBS
)Register need for RCAplus associated problem details
IA 72FC Work Order is created from the Z8 RCA Notification.
Note: The RCA Main Work Center is copied but can be changed if necessary.
Maintenance Activity Type (MAT) CRR (RCA Result) is allocated to assist tracking of this work order.
Sub-Orders can be created if necessary.
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(IBS
)Register need for RCAplus associated problem details
IA 72FC Work Order is created from the Z8 RCA Notification.
Note: The RCA Main Work Center is copied but can be changed if necessary.
Maintenance Activity Type (MAT) CRR (RCA Result) is allocated to assist tracking of this work order.
Sub-Orders can be created if necessary.
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(IBS
)Register need for RCAplus associated problem details
I Other RCA documents such as forms or templates containing the study results can be attached as documents to the Z8 RCA Notification.
When the RCA is completed the notification and work order can be technically completed (NOCO and TECO status).
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(IBS
)Register need for RCAplus associated problem details
IA 72FC Work Order is created from the Z8 RCA Notification.
Note: The RCA Main Work Center is copied but can be changed if necessary.
Maintenance Activity Type (MAT) CRR (RCA Result) is allocated to assist tracking of this work order.
Sub-Orders can be created if necessary.
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(IBS
)Register need for RCAplus associated problem details
I Other RCA documents such as forms or templates containing the study results can be attached as documents to the Z8 RCA Notification.
When the RCA is completed the notification and work order can be technically completed (NOCO and TECO status).
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)Allocate RCA Effort to a Team Charter
I
Several Operations can be created to manage the RCA work and tracking of these via the start/finish dates and the final confirmation status (CNF)
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
IA 72FC Work Order is created from the Z8 RCA Notification.
Note: The RCA Main Work Center is copied but can be changed if necessary.
Maintenance Activity Type (MAT) CRR (RCA Result) is allocated to assist tracking of this work order.
Sub-Orders can be created if necessary.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
I Other RCA documents such as forms or templates containing the study results can be attached as documents to the Z8 RCA Notification.
When the RCA is completed the notification and work order can be technically completed (NOCO and TECO status).
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Several Operations can be created to manage the RCA work and tracking of these via the start/finish dates and the final confirmation status (CNF)
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Work order is approved so work can begin
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
IA 72FC Work Order is created from the Z8 RCA Notification.
Note: The RCA Main Work Center is copied but can be changed if necessary.
Maintenance Activity Type (MAT) CRR (RCA Result) is allocated to assist tracking of this work order.
Sub-Orders can be created if necessary.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
I Other RCA documents such as forms or templates containing the study results can be attached as documents to the Z8 RCA Notification.
When the RCA is completed the notification and work order can be technically completed (NOCO and TECO status).
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Several Operations can be created to manage the RCA work and tracking of these via the start/finish dates and the final confirmation status (CNF)
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Work order is approved so work can begin
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I Cost allocation can be changed if cost are not required against the default asset WBS
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
IA 72FC Work Order is created from the Z8 RCA Notification.
Note: The RCA Main Work Center is copied but can be changed if necessary.
Maintenance Activity Type (MAT) CRR (RCA Result) is allocated to assist tracking of this work order.
Sub-Orders can be created if necessary.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
I Other RCA documents such as forms or templates containing the study results can be attached as documents to the Z8 RCA Notification.
When the RCA is completed the notification and work order can be technically completed (NOCO and TECO status).
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Several Operations can be created to manage the RCA work and tracking of these via the start/finish dates and the final confirmation status (CNF)
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Work order is approved so work can begin
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I Cost allocation can be changed if cost are not required against the default asset WBS
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Deferment and Gain details can be entered if known and also the impact to the facility by the Impact code
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
IA 72FC Work Order is created from the Z8 RCA Notification.
Note: The RCA Main Work Center is copied but can be changed if necessary.
Maintenance Activity Type (MAT) CRR (RCA Result) is allocated to assist tracking of this work order.
Sub-Orders can be created if necessary.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
I Other RCA documents such as forms or templates containing the study results can be attached as documents to the Z8 RCA Notification.
When the RCA is completed the notification and work order can be technically completed (NOCO and TECO status).
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Several Operations can be created to manage the RCA work and tracking of these via the start/finish dates and the final confirmation status (CNF)
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Work order is approved so work can begin
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I Cost allocation can be changed if cost are not required against the default asset WBS
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Deferment and Gain details can be entered if known and also the impact to the facility by the Impact code
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register Solutions for Actions
I
The follow-up to the RCA may result in a Z1, Z5 or Z6 Notification (or all three).
The Z8 RCA Notification can be referenced so a document trail can be maintained.
Management and monitoring of this work can be achieved by the use of the same RCA main work center allocation, the status and the start/finish dates.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
IA 72FC Work Order is created from the Z8 RCA Notification.
Note: The RCA Main Work Center is copied but can be changed if necessary.
Maintenance Activity Type (MAT) CRR (RCA Result) is allocated to assist tracking of this work order.
Sub-Orders can be created if necessary.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register need for RCAplus associated problem details
I Other RCA documents such as forms or templates containing the study results can be attached as documents to the Z8 RCA Notification.
When the RCA is completed the notification and work order can be technically completed (NOCO and TECO status).
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Several Operations can be created to manage the RCA work and tracking of these via the start/finish dates and the final confirmation status (CNF)
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Work order is approved so work can begin
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I Cost allocation can be changed if cost are not required against the default asset WBS
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Allocate RCA Effort to a Team Charter
I
Deferment and Gain details can be entered if known and also the impact to the facility by the Impact code
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Register Solutions for Actions
I
The follow-up to the RCA may result in a Z1, Z5 or Z6 Notification (or all three).
The Z8 RCA Notification can be referenced so a document trail can be maintained.
Management and monitoring of this work can be achieved by the use of the same RCA main work center allocation, the status and the start/finish dates.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Review Equipment PerformancePost RCA
IRCA Results and equipment performance can be managed in SAP by the analysis of existing notifications and work order reports.
Two RCA KPI’s have been developed one to report on the RCA investigation status (18.S.1 : RCA Completed Against Threshold) and the other to monitor progress on the RCA follow-up actions (18.P.2 : RCA Overdue Action Compliance).
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Regular Work Orders Management - Exercises
Exercise 3: Schedule PM Work Order
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grat
ed B
usin
ess
Syst
ems
(IBS
)
• Recap of Day One
• Regular Work Order Management: Walkthrough & Exercises
• Close up
Course Agenda
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grat
ed B
usin
ess
Syst
ems
(IBS
)
We have learned how to:
• Create a Regular Work Order
• Plan a Regular Work Order
• Schedule a Regular Work Order
Recap of Day 1
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grat
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usin
ess
Syst
ems
(IBS
)
• Recap of Day One
• Regular Work Order Management: Walkthrough & Exercises
• Close up
Course Agenda
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grat
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usin
ess
Syst
ems
(IBS
)
ScheduleSchedule
Release Release RequsitionRequsitionTrackingTracking
InitiateInitiate Confirm Confirm Technical Technical CloseClose
Work Order Processes
CreateCreate PlanPlan
ApproveApprove
Inte
grat
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usin
ess
Syst
ems
(IBS
)
Approver must assess the quality of the planning and scheduling information based on the points below:
• Business justification for work.• Feasible and acceptable dates based on business priorities.• Adequate resources in terms of quantity and capability.• Correct work centers allocated (internal or external services)• Adequate budget remain
Note: Work order is approved by releasing it (by clicking on Release Button)
Approve Work Order
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Regular Work Order – Approve Work Order:SAP Walkthrough & SAP Concepts
Demonstration Exercises
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Regular Work Orders Management - Exercises
Exercise 4: Approve PM Work Order
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
ScheduleSchedule
TrackingTracking
InitiateInitiate Confirm Confirm Technical Technical CloseClose
Work Orders Processes
CreateCreate PlanPlan
ApproveApproveRelease Release RequisitionRequisition
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
• The Purchase/Stock Requisition is a Request or instruction to procure a certain quantity of material / service from an external vendor on or by a certain date.
• It acts as an Internal Document.
• Purchase Requisition is automatically created upon Work Order / Network release. One document will be created upon release and it will contain:
• External Services• Material Non Stock• Stock Material sourced by Supply Plant >> Stock Transport Requisition
The Procurement Process basic concepts
• Purchase Requisition need to be released. Upon release overall document is approved. If changes in PR total value occur for an amount that exceeds 5% of total value the document should be re-released
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Maintain Requisition
When the work/network order is released, a requisition is automatically created, containing
all the materials and services planned in the work/network order
Work/Network
Order
Automatic generation of
requisition
Purchase Requisiti
on for Non
Stock Items
TransportRequisitio
n for Stock Items
Purchase Requisiti
on for Services
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
After creation requisitions need to be approved/released by someone with the appropriate level of authority
The financial value of the requisition determines which release strategy is required
02
$100,000
04
$10 million
01
$1000
03
$250,000
Release Requisition
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
PackAssign to Shipment
Create DeliveryTransport
Requisition Release
Pick Delivery Stock Transport Order
Issue and output
shipmentReceipt
Shipment
Purchasing process after requisition
Transport requisition processing
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
Manual PurchaseOrder
Released Purchase
Requisition
Materials
Services
Automatic Purchase
Order
Manual Purchase
Order
Request For
Quotation
Purchase requisition processing
Purchasing process after requisition
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Release Requisition
Use transaction ME55 to release the requisition Generates a list of req’s based on search criteria:
1. ‘requisitioner’ field: planner group and workcenter
2. Plant: NG013. Release code: D1, 2, 3, 4 or 5
The purchasing groups is used as an authorization object.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
WARNING POINTS: The purchase requisition needs to be released. If it is not released it cannot
be processed
Release is done at PR header level
If total value change for an amount that exceeds 5% of total value the document should be re-released
PR is created at network/work order level, so it could be easy to exceed 5% off the total value planned. So the Requisition Approver / Releaser needs to check often for re-released
The Procurement Process basic concepts
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Regular Work Order – Requisition Release:SAP Walkthrough & SAP Concepts
Demonstration Exercises
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
ScheduleSchedule
InitiateInitiate Confirm Confirm Technical Technical CloseClose
Work Order Processes
CreateCreate PlanPlan
ApproveApproveRelease Release RequisitionRequisitionTrackingTracking
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grat
ed B
usin
ess
Syst
ems
(IBS
)
PurposePurpose• View the progression of material documents
through the system.
• Track the status of goods
Material Tracking
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grat
ed B
usin
ess
Syst
ems
(IBS
)
PurposePurpose• Determine which purchasing documents have been
created - this determines the changes that you can make to the work order and who needs to be informed;
- If changes are made in the notification before it is approved, it can be reflected in the work order.
- However,changes made in a notification after it has been approved into a purchase order cannot be reflected. The Purchase Department has to be notified of this kind of change.
Material Tracking
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Regular Work Order – Material Tracking:SAP Walkthrough & SAP Concepts
Demonstration Exercises
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Regular Work Orders Management - Exercises
Exercise 5: Material Tracking
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
ScheduleSchedule
InitiateInitiate Confirm Confirm Technical Technical CloseClose
Work Order Processes
CreateCreate PlanPlan
ApproveApproveRelease Release RequsitionRequsitionTrackingTracking
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
) Initiate Execution of Work Order
• The system status will be set to EXEC-ready for execution
• Indicates that adequate resources are available for execution
• Simplifies the process of creating work order list (for work to be executed)
• Work order printed
Note: setting user status to EXEC is not mandatory
Inte
grat
ed B
usin
ess
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ems
(IBS
)
Production Resources Tools (PRT’s)• Additional resources that might be required to perform a
task at a work centre.• Could be in form of a movable tool/equipment or a support
resource for example cranes.• Can be assigned to each operation in a task list/work order
Plan Work Order
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Regular Work Order – Initiate execution of a WO:SAP Walkthrough & SAP Concepts
Demonstration Exercises
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Regular Work Orders Management - Exercises
Exercise 6: Initiate Execution of PM Work Order
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grat
ed B
usin
ess
Syst
ems
(IBS
)
Before creation of work order, analysis of existing work order should be done to avoid duplication of work order creation
Search criteria can be as below:
• Work Order planner group• Work Order status • Equipment• Functional Location• Work center Other transactions could be used to better analyse the work planned and done.
Reporting: Analysis of existing Work Order
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Reporting Transactions
Reports as follows:1. Notification and PM Orders Report
Transaction Code: ZWR_NOTI_WKORDThis is a combined report that has direct links into Notifications and Work Orders. It lists outstanding Notifications and created Work Orders linked to the Notifications.
2. Material Availability CheckTransaction Code: ZWR_MAT_AVL_CHT
This is a report that verifies the availability of material to execute a Work Order at a given date.
3. WO/PR/PO Cross Reference ReportTransaction Code: ZWR__WOPRPO
This is a detailed report that shows Work Orders and their corresponding Purchase Requisitions and Purchase Orders.
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
) Notification and PM Orders Report
ZWR_NOTI_WKORD
• A combined report that lists outstanding Notifications and created Work Orders linked to the Notifications.
• Provides a clear overview of all the work done and what needs to be done from the Notification as well as the Work Order including the long text.
• Lists all Notifications and Orders prior to the approval/release of the order.
• Provides the main input used to decide work priorities, check work center assignment, and to review work order details (including Materials).
• Has direct links into Notifications and Work Orders
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)
• Recap of Day One
• Regular Work Order Management : Walkthrough & Exercises
• Close up
Course Agenda
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Course Close up
SAPPROCESSES
Questionnaire
Survey
Questions?
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Close Up:Revisit the objectives and outcome
At the end of the course you will: – Understand the main activities of Regular Work Order
Management using SAP• Create a Work Order• Plan a Work Order• Schedule a Work Order• Approve a Work Order• Track the materials requested• Initiate execution of a Work Order• Release Requisition
Inte
grat
ed B
usin
ess
Syst
ems
(IBS
)Course Close up:Post Training Support Structure
MyS@portal: OLQR and Training Material archive are available from your office: now that you have understood “how and what” you will do on the system, your own study starts.
Playground: all the users have the access to a “Play Client” to go through transactions and to repeat the classroom exercises: the “Play Client” contains the same data of the Training Client you have just finished to used in this course.To access the “Play Client”:
• UserID: PLAYXXNN - XX=OU (MY for SMEP, NO for SEPNO, NG for SPDC - NN=1-20
• Password: SAP (to confirm)• Refresh: weekly (every Friday)
Tutors/Superusers/Forum/Project Documentation: TBD
