Checking and Releasing Orders

Key Features

• Analyze outstanding notifications that have not yet been processed and that have not yet been assigned to a maintenance order

• Analyze maintenance orders that are still in planning and have not yet been released for processing

• Analyze purchase requisitions or purchase orders that have not yet been released for non-stock materials that are required as spare parts in maintenance orders

• Display approved purchase requisitions for non-stock materials for which no purchase order has been generated

• Display non-stock materials that have been ordered but may not be available on the requirement date

• Analyze released maintenance orders whose end date is in the past and have still not been finally confirmed

• Analyze confirmed maintenance orders whose required end date lies in the selected reference period but have neither been completed technically, nor from a business perspective

For order processing different lists are available providing different editing and processing functions.

Examples of lists:

• Find Maintenance Orders (SAP UI5)
• Find Maintenance Orders and Operations (SAP UI5)

If you want to change certain field contents in multiple orders (such as work center responsible or cost center), you can do this within different lists by using mass changes. Select the relevant fields in a special function and then add new field content for the selected orders or order operations, either in the dialog box or by using background processing.

Mass changes are supported in the following apps:

• Find Maintenance Orders
• Find Maintenance Orders and Operations
• Manage Maintenance Notifications and Orders (only notifications/orders using the phase model)

Methods for checking Material Availability:

• Check from order list for several orders

  (app Manage Orders and Notifications in Information Center)

• Check within background job for a large number of orders

  (app Schedule Material Availability Check)

• Check of individual order

When you schedule stock materials to execute order operations, the system can check in a single step whether all the materials in the maintenance order are available in sufficient quantities. The Availability Check function accomplishes this service.

According to the system settings and entries made in the material master records, the system performs an availability check for all materials assigned to the operations of the maintenance order. You receive a system-generated online message about the result. If there is a lack of availability, the system displays an error log that contains detailed data about the result of the check.

When you release a maintenance order, the system performs an availability check for planned materials, depending on your configuration. If this check reveals that certain planned materials are not available in sufficient quantities, you can still release the maintenance order, if your system settings allow this.

Stock Determination: For stock material is possible to determine the storage location automatically depending on plant, order type, stock type and material.

The topic worker safety in Enterprise Asset Management comprises the following areas:

• Determine safety-relevant Permits (Standard PM)
• Work Clearance Management (WCM)
• Worker Safety (Web functions)
• Connection to Risk Management System (GRC)

It is possible to assign standard permits to technical objects which can be imported automatically into the order and control order release.

Work Clearance Management (WCM) is a sub-module which is often used in the Utilities sector (mostly in power plants) to establish safety.

Worker Safety provides a safety measure list (Web Only) in which you can define safety measures in the form of documents, permits, task lists, and production resources or tools. These can then be used to create a safety plan (Web Only) in the maintenance order ).

By integrating a risk management system such as SAP Risk Management, you can connect the data in your SAP Enterprise Asset Management system (for example, technical objects, task lists, documents, and materials) with expertly assessed risks and responses. In this way, maintenance planners have targeted information about potential risks and the appropriate responses during planning.

When you release a maintenance order, the system checks the availability of materials, production resources, and tools. At the time of release (at the latest), material reservations become relevant for materials planning - materials can be withdrawn, and purchase requisitions can be generated.

The following activities can be performed only after you have released the order:

• Print shop papers
• Withdraw material
• Book goods receipts (GRs)
• Enter time confirmations
• Complete task

In the traditional work environment shop papers can be printed to pre-configured printers. Usually these shop papers are configured by each customer and are assigned to an order type.

Printing of shop papers produces the following:

• Job Ticket: complete order overview of the order for the person executing the maintenance work.
• Operation Control Ticket:complete order overview of the order for the maintenance engineer or supervisor.
• Material Pick List: list of required materials for the warehouse clerk.
• Object List:overview of technical objects and notifications involved in the order.
• Time Ticket: contains the standard time and duration for the order operations.
• Completion Confirmation Slip: used by workers as an entry sheet for their work times.
• Material Issue Slip: authorizes the person executing the maintenance work to take the materials required for the order from the warehouse.
• Delta Printing: With delta printing, you can print shop papers again after making changes to the order.
• Print Log: contains detailed information about who printed which papers when.

SAP S/4HANA output control is the central entry point in SAP S/4HANA to output functions such as printing, sending e-mails, or maintaining form templates for the output. It is the key element of SAP S/4HANA output management, which is the framework for all functions and processes related to the output of documents in SAP S/4HANA. SAP S/4HANA output control structures output management and makes it reusable across all business functions that have adopted it.

In the context of SAP S/4HANA Asset Management you can use Output Management with the following objects:

• Notifications
• Orders
• Work Packs

Work packs allow you to include multiple output types and leverage support for print and email channels for the output.

A Work Pack consists of a set of Job Packs which are grouped for an output request.

A Job Pack can combine several order operations. Each operation represents a job.

You can create work packs from maintenance order operations using the quick action button Create Work Pack in the apps Find Maintenance Orders and Find Maintenance Orders and Operations.

When you create a work pack, you select one or more maintenance order operations to be included in the work pack, choose a work pack type, and assign a grouping criterion for your new work pack.

Work Packs can be scheduled for output using background jobs via a separate app. Work Packs are printed out or sent by email based on the predefined parameters of the output channel.

In app Find Maintenance Orders a Print function is available for simplified printing. This allows to automatically create and schedule work packs for standard output for the selected orders - using a predefined work pack type (can be defined in Customizing).

As an alternative to working in SAP Fiori Launchpad you can use the following transactions.

For the On Premise edition they are available via SAP GUI for Windows.

In addition, every transaction also has a SAP GUI for HTML version.

Transactions for Checking Maintenance Orders:

• IW31, IW32, IW33 - Create, Change, Display Order
• IW38, IW39 - List Editing Change, Display
• IW37N, IW49N - Change, Display Order and Operation List
• IW38A - Material Availability Check
• CM01 - Display Work Center Load (Capacity Planning)
• IPMD - Create, Change Permits
• IPM2, IPM3 - Change, Display Permit List
• IW3D - Print Order