Planning Material and Services

1. Assign component in order operation.

   Stock material which is kept on stock in one of your warehouses can be entered into the component view of the order operation using item category L.

2. Material Reservation.

   Planning a stock material with item category L leads to a material reservation.

3. Order Release.

   An automatic availability check is performed when the order is released. If there is no availability, the order can still be released.

4. Print.

   A material provision list and material withdrawal slips can be printed together with the order papers.

5. Goods Issue.

   The goods issue is entered with reference to the reservation number and will appear in the document flow of the order. The stock is reduced accordingly and documents are posted for the relevant accounts in FI and CO.

1. Assign component in order operation.

   Stock material which is kept on stock in one of your EWM warehouses can be entered into the component view of the order operation using item category L.

2. Material Reservation with Recipient Location.

   Planning a stock material with item category L leads to a material reservation containing a Recipient Location. The Recipient Location is used to derive the staging area in EWM and can be created via transaction IRL01. In addition, it can be set as default value for each user (via transaction EAM_USER).

3. Outbound Delivery.

   On posting a goods movement a logistics outbound delivery document is created in the SAP S/4HANA system.

4. Outbound Delivery EWM.

   On creating a logistics outbound delivery document in the SAP S/4HANA system an Outbound Delivery Order is created in EWM.

5. Pick / Pack / Load EWM.

   The necessary warehouse tasks are completed within EWM.

6. Goods Issue EWM for Recipient Location.

   The material is delivered to the specified recipient location.

The component line in the maintenance order is not editable until the delivery is completed.

Actions such as deleting a component, deleting an associated operation or rescheduling the Start and End date are not permitted on the order having an open delivery document associated with a stock component and appropriate error messages are issued in each case.

Delivery documents created using MIGO or MB26 transactions are not reflected in the document flow of the maintenance order. If for any reason the posting of goods issue or delivery document posting fails, the user has to resolve these errors using transaction COGI.

1. Assign component in order operation.

   Non-stock material can be entered into the component view of the order operation using item category N.

2. Purchase Requisition.

   Depending on the order type, a purchase requisition is generated either when the order is saved or when it is released.

3. Order Release.

   Latest point in time when purchase requisition can be created. A standard purchaser receives the purchase requisition.

4. Purchase Order.

   In purchasing a purchase order is created with reference to the maintenance order.

5. Goods Receipt.

   A goods receipt is entered with reference to the purchase order and will appear in the document flow of the order. Costs and quantities are posted to the order.

6. Invoice Receipt.

   The invoice is entered with reference to the purchase order and will appear in the document flow of the order. Any invoice differences are automatically credited or debited to the maintenance order.

Material planning in the maintenance order can also be carried out using internet catalogs.

It is possible to access an external catalog via the component screen of the maintenance order. The Open Catalog Interface (OCI) interface is available specifically for this purpose, which needs to configured in the IMG in relation to order type and planning plant.

You have the option to specify the delivery address for non-stock material in the order, and to transfer it to purchasing. The delivery address can also be derived automatically by using definable rules.

• Functional location
• Equipment
• Notification
• Order
• Components for non-stock material (order)

Maintenance tasks are not only executed by internal work centers, but in many cases, by service providers. You want to know how the procurement of external services can be triggered from a maintenance order.

There are two Procurement Modes available:

1. Enhanced Procurement Mode
2. Compatibility Mode ( = standard mode)

The Enhanced Procurement Mode enables the procurement of Lean Services.

Lean services are intended for the procurement of small or highly specialized services that are carried out by external suppliers as part of an internal or external operation. They can be maintained in the material master as service products. Service products have the product type group 2 and are delivered with the material type SERV in the standard system.

You can add lean services to an operation or sub-operation as a component. You can either enter a planned lean service with the item category Non-stock item (N) or an unplanned lean service with the item category Enhanced Limit (E). Unplanned lean services are services for which the exact value is not known at the time of creating the purchase requisition. Instead of a fixed price, you can enter a value limit that must not be exceeded. The system checks the adherence to this limit when the work that has been performed is recorded in the service entry sheet for lean services.

The Compatibility Mode does not support lean service procurement but allows you to procure externally processed operations regardless of whether they are defined as a service by their control key PM02 and PM03 in the standard system). The system default setting is the Compatibility Mode.

A prerequisite for the procurement of Lean Services is the Enhanced Procurement Mode. The process is only supported in the Web application.

1. Create order operation with control key PM02.

   This will define an external operation with a service specification.

2. Enter a material of type Service into view Services.

   View Services is only available in the Enhanced Procurement Mode and only in the Web application.

3. Purchase Requisition.

   Depending on the order type, a purchase requisition is generated either when the order is saved or when it is released. The purchase requisition contains the service specification.

4. Order Release.

   Latest point in time when purchase requisition can be created. A standard purchaser is receives the purchase requisition.

5. Purchase Order.

   In purchasing a purchase order is created with reference to the maintenance order. The purchase order contains the service specification.

6. Service Entry (Optional).

   A service entry sheet is created for the purchase order. The services delivered are entered into the service entry sheet. After the final entry the service sheet has to be accepted.

7. Invoice Receipt.

   The invoice is entered with reference to the purchase order and will appear in the document flow of the order. Any invoice differences are automatically credited or debited to the maintenance order.

1. Create order operation with control key PM02.

   This will define an external operation.

2. Purchase Requisition.

   Depending on the order type, a purchase requisition is generated either when the order is saved or when it is released.

3. Order Release.

   Latest point in time when purchase requisition can be created. A standard purchaser is receives the purchase requisition.

4. Purchase Order.

   In purchasing a purchase order is created with reference to the maintenance order.

5. Goods Receipt.

   A goods receipt is entered with reference to the purchase order and will appear in the document flow of the order. Costs and quantities are posted to the order.

6. Invoice Receipt.

   The invoice is entered with reference to the purchase order and will appear in the document flow of the order. Any invoice differences are automatically credited or debited to the maintenance order.

1. Create order operation with control key PM03.

   This will define an external operation with a service specification. Planning can be done with or without model service specification.

2. Purchase Requisition.

   Depending on the order type, a purchase requisition is generated either when the order is saved or when it is released. The purchase requisition contains the service specification.

3. Order Release.

   Latest point in time when purchase requisition can be created. A standard purchaser is receives the purchase requisition.

4. Purchase Order.

   In purchasing a purchase order is created with reference to the maintenance order. The purchase order contains the service specification.

5. Service Entry.

   A service entry sheet is created for the purchase order. The services delivered are entered into the service entry sheet. After the final entry the service sheet has to be accepted.

6. Invoice Receipt.

   The invoice is entered with reference to the purchase order and will appear in the document flow of the order. Any invoice differences are automatically credited or debited to the maintenance order.

You can schedule services in a maintenance order within the operation as individual service master records (service numbers), or by using model or standard service specifications.

Model Service Specifications are used to store frequently used service specifications. They form a part of the service master data and are therefore maintained in materials management.

You can plan a maintenance order that contains service items as a complete external order, possibly with its own order type. Alternatively, you can plan a combined maintenance order with internally processed operations and operations with service items.

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 Material and Service Planning in Maintenance Orders:

• IW31, IW32, IW33 - Create, Change, Display Order
• IW38, IW39 - List Editing Change, Display
• MM03 - Display Material Master
• ME21N, ME22N, ME23N - Create, Change, Display Purchase Order
• MIGO - Post Goods Movement
• ML81N - Service Entry