- A framework order (category: FO) must first be created in Materials Management (Purchasing). The vendor and a value limit are entered. Entries aren't required for the service specifications.
- In Plant Maintenance, an order is created with reference to an object. This order is used as a settlement order and collects the costs.
- A maintenance plan (typeMM) is created with reference to the framework order , settlement order., a G/L account as well as service specifications.
- The scheduling of the maintenance plan is used to calculate a planned date for which the services are called. When the services are called up, a service entry sheet is automatically generated for the framework order.
- In Materials Management, the service entry sheet is updated for the purchase order. This means that the actual services and prices are entered, in case these differ from the values previously entered. When the actual values are entered, they are checked against the value limit in the framework order.
- In Materials Management, the service entry sheet is accepted after the services have been entered. The costs are then updated in both the settlement order in PM and the G/L account entered in the maintenance plan. A settlement order must be released in order for the costs to be debited.
