After completing this lesson, you will be able to:
The following elements are included in a maintenance order:
The header data contains information that serves to identify and manage the maintenance order. It is valid for the whole maintenance order, such as the number, description, and type of order, scheduled dates for order execution, priority of tasks, creator, last person who changed the order, and so on.
The object list contains the objects to be processed (such as functional locations, equipment, assemblies, and serial numbers) and is implemented if the same activity must be performed at multiple objects of the same type.
The order operation describes the tasks that are necessary for the maintenance order, who performs the tasks, and the task guidelines.
The material list contains spare parts that are required and used when the maintenance order is executed.
The production resources and tools are required to execute the maintenance order, but are not used up (such as tools, protective clothing, and trucks).
The data in the settlement rule provides information on who should bear the costs. It is proposed from the master record for the reference object and can be changed when the first settlement rule is maintained for the order.
The costs view details out how much the estimated, plan, and actual costs are in the value categories for this order. A technical view and a controlling view are also available.
The object list is an integral part of the maintenance order. The object list is used to compile multiple notifications and also to assign several technical objects to the order.
Even if no reference object has been specified for the maintenance order on the header data screen, you can assign technical objects and maintenance notifications respectively to the maintenance order in the object list. You can also assign both in the object list.
If notifications are assigned to the order using the object list, the first notification in the order header appears in the Notification field. The first notification is indicated as the header notification.
The header notification and the other notifications in the object list can be separated from the order again.
The object list does not control the order. Therefore, no adjustment of work is to be performed, and no update of history or cost distribution takes place.
You can use customer exit
IWO10027 to distribute the order costs proportionately to the objects in the object list.
If the materials that you plan for the maintenance order are kept in stock, they are reserved in the warehouse. You can set the reservation time in your system using the Customizing function. In Customizing, whether the system should make the material reservation effective, generate the purchase requisition immediately, or only generate when the order is released, is decided for each order type.
An availability check can be called when components are assigned in the order. An automatic availability check is performed when the order is released. The order can also be released if there is no availability.
You can print a material provision list and material withdrawal slips together with the order papers. Planned goods issues are entered with reference to the reservation (reservation number), unplanned goods issues with reference to the order number.
The goods issues entered appear in the document flow of the order.
If your company does not keep stock of the required spare parts, purchasing has to procure the material from a vendor.
From the Plant Maintenance (PM) perspective, material procurement is a support process that integrates PM with purchasing (materials management).
When components are assigned in the order, additional purchase information can be entered.
Depending on the order type, the system generates purchase requisitions either when the order is saved or released.
In purchasing, purchase orders are generated from purchase requisitions. The purchase order items are assigned to the maintenance order.
You enter goods receipts with reference to the purchase order after the order has been put in process. The account assignment of the purchase order instigates the posting to the order.
When you have entered the goods receipts, the maintenance order is debited with the purchase order value.
When the invoice is received, any invoice differences are automatically credited to, or debited from the maintenance order.
The goods receipts entered appear in the document flow of the order.
When you release a maintenance order, the system checks the availability of materials and production resources or tools. At the time of release (at the latest), material reservations become relevant to materials planning, materials withdrawn, and purchase requisitions are generated.
The following activities can only be performed after you have released the order: