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Introducing Emergency Maintenance (BH2)

Objectives

After completing this lesson, you will be able to:

Introduce Emergency Maintenance (BH2)

Emergency Maintenance Process

Understanding the Emergency Maintenance Process

A malfunction report describes the malfunction or damage of a technical object.

Based on the malfunction report, you can plan maintenance work including necessary spare parts.

Once the repair work has been completed, you can document time confirmations as well as technical confirmations, for example, regarding causes.

Status Management

Status Management in Asset Management

The Status Management function deals with general status management and its use for technical objects in Enterprise Asset Management (technical objects, orders, notifications).

You can use status management to describe and recognize whether particular business transactions can be performed for an object.

The two types of status are:

System Status: By setting various system statuses, you specify which activities the system or users can carry out for an order or an operation. If you have assigned notifications to the order, you can determine that the status of the notifications depends on the system status of the order.
You can also set the system statuses directly in the Order and Notification List.
User Status: User statuses are defined within a status profile in Customizing for Enterprise Asset Management. You can use them to further limit the business transactions allowed by the various system statuses.

System Status

You can make the following changes to the system statuses:

Put in Process
Release
Complete (Technically)
Cancel technical completion
Complete (Business)
Cancel business completion
Do not execute
Lock
Unlock
Set Deletion Flag
Reset Deletion Flag

You can set the system status for the following:

Equipment and serial numbers
Functional locations
Notifications
Orders and order operations

After you create an order, you can put it in process. When the required information is entered, you can release the order. In Asset Management, the system status Complete (Technically) means the order is complete or closed. However, order settlement can still be carried out. The status Closed is final and means the order is locked and can no longer be changed.

You can also set the system statuses directly in the Order and Notification List.

Available System Status

Created

Prerequisites	Effects
The order is created.	Reservations may be available, but they cannot be withdrawn and are not relevant for materials planning. Purchase requisitions are available, but goods receipt postings are not possible. The order can be set to business complete (via: Do not execute).

Released

Prerequisites	Effects
The user status must not prevent the order release.	Reservations can now be withdrawn and are relevant for materials planning. Purchase requisitions are written now, at the latest. Goods receipt postings are possible. Printing is possible. Time completion confirmations are possible. Settlement is possible from this status: for example, for a simultaneous cost display for the receiver.

Partially Confirmed

Prerequisites	Effects
The user status must not prevent the completion confirmation. Individual time completion confirmations have already been entered for operations or the order header.	The maintenance planner sees that the maintenance work has already been started. Changes to the order can be entered, if necessary. The planner must then ensure that the workers are made aware of the changes.

Prerequisites

Effects

The user status must not prevent the completion confirmation.

Individual time completion confirmations have already been entered for operations or the order header.

The maintenance planner sees that the maintenance work has already been started. Changes to the order can be entered, if necessary. The planner must then ensure that the workers are made aware of the changes.

Finally Confirmed

Prerequisites	Effects
The user status must not prevent the final completion confirmation. The flag for final confirmation needs to be set.	The final completion confirmation reduces the capacity requirements and sets the status Finally confirmed.

Prerequisites

Effects

The user status must not prevent the final completion confirmation.

The flag for final confirmation needs to be set.

The final completion confirmation reduces the capacity requirements and sets the status Finally confirmed.

Technically Completed

Prerequisites	Effects
The user status must not prevent the technical completion. A settlement rule must be available.	The maintenance order is finished from a maintenance point of view. You can change the maintenance order as follows: Lock and unlock it. Post goods receipts for the order. Change entries in the object list. Set the deletion flag. The storage location and account assignment data entered for the order are fixed and can no longer be changed. Costs can still be posted to the order: for example, resulting from invoice receipts for materials delivered and used. All the existing purchase requisitions for the maintenance order are flagged for deletion. All the existing reservations for the order are cleared. All outstanding capacities which have been scheduled for the order are cleared. Goods receipt postings are still possible.

Prerequisites

Effects

The user status must not prevent the technical completion.

A settlement rule must be available.

The maintenance order is finished from a maintenance point of view.
You can change the maintenance order as follows:
- Lock and unlock it.
- Post goods receipts for the order.
- Change entries in the object list.
- Set the deletion flag.
The storage location and account assignment data entered for the order are fixed and can no longer be changed.
Costs can still be posted to the order: for example, resulting from invoice receipts for materials delivered and used.
All the existing purchase requisitions for the maintenance order are flagged for deletion.
All the existing reservations for the order are cleared.
All outstanding capacities which have been scheduled for the order are cleared.
Goods receipt postings are still possible.

Completed for Business

Prerequisites	Effects
The user status must not prevent the business completion. The order is technically completed. The order is fully settled and has a balance with the value zero.	The order is complete from a business point of view. It can no longer receive any postings of costs. It is locked for all collective processing changes. Order settlement is therefore only possible if the order has not been completed for business.

Prerequisites

Effects

The user status must not prevent the business completion.

The order is technically completed.

The order is fully settled and has a balance with the value zero.

The order is complete from a business point of view.
It can no longer receive any postings of costs.
It is locked for all collective processing changes. Order settlement is therefore only possible if the order has not been completed for business.

Locked

Prerequisites	Effects
The user status must not prevent locking.	The order is locked against any collective changes. It can be unlocked again. Capacity load records are canceled. Purchase orders cannot be created based on existing purchase requisitions for the maintenance order.

Flagged for Deletion

Prerequisites	Effects
The user status must not prevent the deletion indicator being set.	The system checks whether the order can be deleted. When the reorganization program is next run, the deletion indicator is set, and the order is then deleted from the database and written to the archive.

Emergency Maintenance (BH2)

Overview – Emergency Maintenance (BH2)

This scope item uses order recording after an event to log unforeseen and urgent maintenance work by creating and confirming an order in the same operation. The technician can identify an issue affecting a piece of equipment, immediately fix the issue, and later report the time spent and the material consumed. It can then be used for planning objects (such as maintenance orders) and for actual recording (order confirmation, notification data, and goods movements). Planned data does not differ from the actual data, which is the work recorded on an operation corresponding to the confirmed actual work. The order is created, released, and if required, technically completed. In addition, you can install, dismantle, or replace pieces of equipment.

Benefits

The key benefits are:

Support processing of maintenance operations with internal resources.
Increase transparency of costs and time spent on individual assets for maintenance purposes.
Simplify actual order cost-tracking and assignment of costs to settlement receiver for greater transparency and control of costs.
Enable recording of working times on the cost objects for tracking effort.

Key Process Flows

The key process flows are:

Report malfunction
Repair malfunction

Process Steps, Business Roles, and Fiori Apps

The following table lists the SAP Fiori apps that are used business roles in the Emergency Maintenance (BH2) process steps:

Process Step	Business Role	Transaction/App
Report Malfunction After-event recording or confirm unplanned job is useful when an event has occurred which requires quick and immediate intervention from the maintenance technician. In such an emergency, the maintenance technician performs the required maintenance activity to restore the condition of the equipment. The maintenance technician identifies an issue on a piece of equipment, immediately fixes the issue and reports later the time spent and the material consumed. In most cases, technicians are not able to identify the equipment number and searches the hierarchy of the Functional Location.	Maintenance Planner	Report and Repair Malfunction (F2023)
Repair Malfunction After-event recording is useful when an event has occurred which requires quick and immediate intervention from the maintenance technician. In such an emergency, the maintenance technician performs the required maintenance activity to restore the condition of the equipment. The maintenance technician identifies an issue at a piece of equipment, immediately fixes the issue and reports later the time spent and the material consumed. Very often the technician is unable to identify the equipment number and searches the hierarchy of the Functional Location.	Maintenance Technician	Report and Repair Malfunction (F2023)
Post Goods Issue The material which is actually consumed will be posted by Warehouse Clerk.	Warehouse Clerk	Post Goods Movement (MIGO)
Complete Malfunction Report Maintenance technicians record the damage details, causes, and activity code for future analysis. After that, the technicians set this malfunction report as complete and close it.	Maintenance Technician	Manage Malfunction Reports (F2023)

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