Configuring an Order Type

Order category determines the application component to which an order belongs. It is usually used as a program-internal selection criterion and to all intents and purposes does not appear to users.

Setting Up an Order Type

Parameters for order type:

• Settlement profile:

  Specifies possible settlement recipients, the default receiver, and additional parameters (for example, allocation structure).

• Budget profile (optional):

  Summarizes the budgeting control parameters (time frame, display, availability checks, currency conversion).

• Residence time:

  Residence time 1: Specifies the period of time (in calendar months) that must elapse between when the deletion flag is set (step 1) and when the deletion indicator is set (step 2).

  Residence time 2: Specifies the period of time (in calendar months) that must elapse between when the deletion indicator is set (step 2) and the reorganization (step 3).

• Screen for reference object:

  Specifies which input masks should be used for the reference object.

• Number range:

  Specifies which number range interval is used for each order type.

• Planning plant:

  Assigns order types to the maintenance planning plant.

• Costing variants: actual + planned:

  Contains control parameters for planned and actual costs in the order.

• Settlement rule:

  Defines the start time for creating the settlement rule.

• Maintenance activity type:

  Subdivides tasks within an order type and serves evaluation purposes (inspection, routine maintenance, preventive maintenance, refurbishment, cleaning, and so on).

  Not to be confused with CO activities, which are assigned to the cost center and enable work valuation during operation.

• Planning indicator:

  Performs selection and statistical evaluation in the plant maintenance and customer service information systems (planned, unplanned, immediate orders).

• Scheduling parameters:

  Contain parameters such as the scheduling type and requirement date for materials. For details see lesson Scheduling.

The maintenance activity type is the key for the type of maintenance activity executed (repair, shutdown, periodic tasks, and so on).

In cost evaluations (total costs, number of orders per technical object), you can classify the data using the maintenance activity type (distinction made between maintenance activities and costs).

The permitted activity types are assigned to each order type.

Parameters for order type:

• Default value profile

  Contains default values for external procurement or for general settings.

• Step-by-step operations/change documents / MRP relevance

  A customizing step that contains a series of settings, such as the increment for numbering operations, the creation of change documents, the MRP relevance of reservations (when creating or releasing the order), and so on.

• Priority type with priorities

  (as with notifications)

• Object information

  (as with notifications)

• Default control key

  A control key can be proposed by the order type.

• Partner determination procedure

  The partner determination procedure makes contact persons available for order processing. This assignment also links to the central address management.

• Determination of delivery address

  In this work step, you can define the access sequence for determining address data. The address data is used to provide the delivery address for the one-time address of the purchase requisition.

  If you have not defined any values in this setting, the system works with the normal delivery address of the vendor and the values which are entered for the manual processing of purchasing documents.

• Notification and Order Integration

  In this Customizing activity you can define

  • Whether you want to maintain notification- and order data in one screen. This means that you can create another notification automatically when entering the order.

  • Whether the long text of the notification header should be automatically copied to the order header.

  • Whether and in what range you allow the assignment of operations to object list entries of the order.

• Special Order Types

  The following special order types are basically created in the same way as standard order types. However, each special order type will be assigned a special indicator.

  • Refurbishment

  • Investment

  • Operation Account Assignment

The control key in an operation controls the following parameters:

• Capacity planning

• Scheduling operations

• Capacity requirement

• Costing

• Service

• Printing time tickets

• Printing confirmation slips

• Printing operations

• Completion confirmations

• External processing

The system controls the processing of individual operations using the operation control key.

You use the capacity planning indicator to ensure that the operation is scheduled and capacity load records are created for it.

By setting the costing indicator, you ensure that the operation is taken into account during costing.

You use the external processing key to define that the operation is executed by an external company.

You use the completion confirmation indicator to specify whether the operation can be confirmed and what type of completion confirmation applies.

The print parameters specify whether time tickets, confirmation slips, and so on should be printed for this operation.