Configuring Additional Order Functions

Objective

After completing this lesson, you will be able to configure Additional Order Functions

Notification and Order Integration

You have the following options:

  • Assignment of operations to object list entries inactive (default)

  • Assignment of operations only for notifications with task lists called from maintenance plans

  • Assignment of operations to all notifications

  • Assignment of operations to all object list entries (for example, also equipment, functional locations)

Delete Notifications or Operations

If a notification is deleted from the order's object list, then all operations transferred by the notification's task list will also be deleted. Likewise, if all of a notification's operations are deleted from an order's task list, the notification will also be removed from the object list.

Header Notification

If an order is created from a single notification, it then becomes the header notification for the order (the notification is attached to the object list). The relationship between order and object list can be deleted. If several notifications are assigned in one existing order, then this can become the header notification (only if the contract does not have one). The subsequent assignment of a header notification can also be reversed again.

Notification Long Text

If an order is created from a notification, the long text of the notification can be transferred as the order's long text (only when the order is first created). This must be activated in Customizing for all types of notification.

How to Assign Notifications to Orders

Extended Order Processing

Basic Order View (SAP GUI)

Screenshot of the Basic Order View. Information about defining a basic order is provided in the following text.

You can define a basic order view for certain user groups (such as maintenance technicians). You do this by assigning a view profile containing only the most important screen areas on the smallest possible number of tab pages.

View profiles can be defined for the basic order view and multiple tab pages can be assigned to each view profile.

Order and Operation List (SAP GUI)

For the Order and Operation List (IW37N) mass changes are available as follows:

  • You can use the Perform Mass Change function in list editing to change the field contents of different fields for several order operations at the same time.

  • You can execute this mass change directly or in the background.

  • On various tab pages that correspond to the tab pages from the notification or order processing, you select the fields that you want to change and specify the new value.

Documents in Orders

You can attach documents, containing information about equipment or repair instructions, from the document management system to a maintenance order header or maintenance operation.

You can allocate documents to orders as follows:

  • Allocate existing documents to maintenance orders and operations.

  • Create new documents and attach these to the maintenance order or operation.

  • Display documents that are attached to the functional location, equipment, and assembly.

  • Display documents attached to a notification from the object list or the operation. The documents of technical objects in the notification are also displayed.

Note

In Customizing: Cross-Application ComponentsDocument ManagementControl DataDefine DMS Document Types

For the following objects you need to define object links for the different document types:

  • PMAUFK (Order Header)
  • PMAFVC (Order Operation)
  • PMQMEL (Notification)
  • IFLOT (Functional Location)
  • EQUI (Equipment)

Summarizing Customizing Settings - Order Type

Access to Customizing

On the SAP Menu screen, choose

Tools → Customizing → IMG → Execute Project → Goto → SAP Reference IMG

The graphic shows the field names/data types for order type - parameters including settlement profile, number range, planning plant, costing variants, settlement rule, maintenance activity types, and so on.

Menu Paths for Order Customizing Settings.

The following tables provide menu paths for Order Customizing settings.

Order Parameters

Field Name or Data TypePath
Configure Order TypesPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersPrint ControlFunctions and Settings for Order TypesConfigure Order Types
Number RangesPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesConfigure Number Ranges
Planning PlantPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesAssign Order Types to Maintenance Plants
Costing VariantPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesCosting Data for Maintenance and Service OrdersAssign Costing Parameters and Results Analysis Keys
Settlement RulePlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesCosting Data for Maintenance and Service OrdersSettlement Rule: Define Time and Creation of Distribution Rule
Maintenance Activity TypesPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesCosting Data for Maintenance and Service OrdersMaintenance Activity Type
Planning IndicatorPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesCosting Data for Maintenance and Service OrdersDefine Default Value for Planning Indicator for Each Order Type
Profiles for External ProcurementPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesProcurementCreate Default Value Profiles for External Procurement
Profiles for General Order DataPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesCreate Default Value Profiles for General Order Data
Default Values for Task List Data and Profile AssignmentPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesDefault Values for Task List Data and Profile Assignment
Change Docs / Purchase Req. / MRPPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesDefine Change Documents, Collective Purchase Requisition, MRP relevance
PrioritiesPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersGeneral DataDefine Priorities
PartnersPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersPartner
Object InfoPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersObject Information
Special Order Type: Operation Account AssignmentPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesCosts at Operation LevelDefine Cost Settings
Special Order Type: RefurbishmentPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesIndicate Order Types for Refurbishment Processing
Special Order Type: Investment ManagementPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesOrder Types and Investment Management
Integration Notification - OrderPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesDefine Notification and Order Integration
View Profiles for Basic Order ViewPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesBasic Order View
Documentation of Goods MovementsPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesGoods Movement for OrderDefine Documentation for Goods Movements for the Order

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