Key Terms used in this lesson
Technical Completion
Marks the end of a maintenance order from the technical perspective and sets a corresponding system status. Blocks all non-financial parts of the order.
Order Settlement
From a Controlling point of view the costs collected by the maintenance order during execution f.ex. through time confirmations and material consumption are posted against a receiver - such as a cost center.
Overview
After confirming a maintenance task, the order and notification are then completed. The completion of an order consists of two steps: technical completion and business completion.
- Technical Completion
A maintenance order is set to technically completed once there are no more tasks to be performed from a maintenance perspective.
- Settlement and Business completion
Controlling settles maintenance orders and sets them to business complete, which represents the final step of the business process Corrective Maintenance.
Technically Complete an Order
After you complete the maintenance order, its status is updated to TECO (technically completed). In other words, the maintenance work required for this order is finished.
You have the following options for the technical completion of a maintenance task:
- Complete the maintenance order and notification separately
- Complete the maintenance order together with the assigned notifications
After a maintenance order obtains the TECO status, you can change it only in the following ways:
- Lock or unlock it
- Set the deletion flag
- Enter missing time confirmations
- Enter outstanding goods movements and invoice receipts
- Change the settlement rule
If you have not maintained a settlement rule for the maintenance order, the system automatically creates one. If this is not possible due to missing data, the system directs you to where you can create the settlement rule.
All purchase requisitions for which there are no purchase orders are marked with a deletion flag.
All open reservations and capacities are closed.
You must enter a reference date and time during the technical completion. This entry depends on what periods are assigned to the order in the maintenance history.
The reference date has no influence on the determination of the location and account assignment data. This data is determined from and set to the date when the order is created. If, for example, the cost center of the equipment changes during the order processing, you can, if necessary, use the entry Update Reference Object Data in the context menu to update the order (SAP GUI).
The order data, and the data from maintenance notifications and usage histories, are available in the maintenance history. The data in the maintenance history can be used for the evaluation of past work, and the planning of new work.
To complete the order and notification together, there must not be any outstanding tasks in the notification. If there are outstanding tasks (that is, tasks with the status of OSTS) in a notification, the notification cannot be completed. You must first mark the tasks as finished.
However, the order belonging to the notification can be completed because the outstanding tasks do not necessarily belong to the order performed. (In certain circumstances, a new order may be required for this.)
The notification status is set to NOCO (Notification completed) after the notification completion.
All notifications with outstanding tasks can be identified easily from their OSTS status and then processed.
You can reverse the TECO status, if required.
When you reverse a technical completion, the order is given the status it had before it was technically completed. Capacity requirements and reservations are recompiled and the deletion indicator is reset for unconverted purchase requisitions.
Complete a Notification
Before you complete a maintenance notification, check that the following is true:
- All data that refers to the reference object for the maintenance notification is available and correct.
- All relevant item data is available and correct.
- All relevant task data is available and correct.
- All tasks have been completed or released and there are no outstanding tasks.
- All technical data that relates to the breakdown and availability of the technical object is available and correct.
The completion of a maintenance notification has the following consequences:
- The reference date and time determine what periods are assigned to the notification in the PMIS.
- The maintenance notification is locked for changes, which means that you can no longer change notification data.
- The notification is assigned the status of NOCO (notification completed).