Scheduling, Execution and Completion

Without Resource Scheduling you cannot dispatch operations individually but always dispatch maintenance orders with all their operations. To dispatch maintenance orders, you can either select several maintenance orders in the Find Maintenance Order app or call individual orders in the Change Maintenance Order app and select Dispatch Operations. Then the system dispatches all operations of the selected orders and passes the operations and the corresponding order headers to the Ready for Execution sub-phase and the Execution phase.

After having dispatched a maintenance order, you can still create new operations for this order. These new operations have their relevant system status and sub-phase assigned. To dispatch these operations at a later point in time, you can select the maintenance order again and choose Dispatch Operations. The system will only dispatch the operations that have not been dispatched before.

As long as the order is not technically complete and not flagged for deletion, you can cancel the Dispatched system status in the Change Maintenance Order app. If you select Additional Functions Cancel Dispatched Operations, the system reverts the system status and sets the operations and the order header back to the statuses and phases that they previously had assigned.

With an additional license, you can use Resource Scheduling for specific work centers. In the Resource Scheduling apps, users can assign these work centers to themselves. If you use Resource Scheduling for the main work center that is assigned to the order, you can dispatch individual order operations and sub-operations and thereby pass the corresponding orders to the Execution phase.

In Resource Scheduling, there are two options to dispatch order operations and sub-operations:

• Scheduling Operations Directly

  You can dispatch the operations and suboperations of a maintenance order directly. We recommend that you dispatch and schedule all operations in a maintenance order together.

  To level work center utilization, you can also change the operation work center or enter a new start date and time for an order operation.

  The following two apps support you in scheduling operations directly:

  • Manage Work Center Utilization

  • Maintenance Scheduling Board

• Scheduling Operations in a Multi-step Process

  You can also schedule the maintenance order operations in a multistep process. You first create one or more schedule simulations for the schedule period. When you are satisfied with the schedule, you dispatch the scheduled order operations and freeze the final schedule.

  You can schedule operations in a multi-step process, using the Manage Schedules app.

If you dispatch individual operations or sub-operations, the following logic applies:

• When individual operations are dispatched and as a result set to Ready for Execution, it depends on the execution stage of the operations whether the maintenance order itself is passed to the Ready for Execution (Order) sub-phase of the Execution phase:

  • If only operations with execution stage PRE have been dispatched, the order stays in the Scheduling phase.

  • As soon as the first operation with execution stage MAIN has been dispatched, the order itself moves to the Execution phase. This phase then is also displayed in the order header.

• When individual sub-operations are dispatched and the corresponding order operation has no working hours and no lean services assigned, this order operation is passed on to the Ready for Execution sub-phase as soon as at least one of its sub-operations is dispatched.

• When you dispatch an order operation, this has no effect on the corresponding sub-operations.

Maintenance Orders using the Phase Model can use the same functions regarding standard printing or S/4HANA Output Control. If Output Control is activated, traditional printing is no longer possible from within the Fiori Launchpad. The Print option is still available, but will use Output Management.

Via SAP GUI you have both options: traditional printing and Output Control.

Maintenance Orders using the Phase Model can also use Work Packs which allow you to group orders for the output via Output Control.

A prerequisite for this phase is that the operations have been set to status Ready for Execution.

In this phase, a maintenance technician receives all the orders that need to be executed. Generally, the technician executes the PRE (preliminary) and MAIN (main) operations for an order in this phase.

After the technician has performed the maintenance task and sets all the PRE and MAIN operations to Finally Confirmed, the system deselects the Has Open Main Work checkbox in the order header data. The supervisor can now filter the result list in the Find Maintenance Order application to display the orders for review and agrees to the completion of the main work. The supervisor changes the status of the order to Main Work Completed in the Find Maintenance Order application.

The supervisor changes the status of the order to Main Work Completed in the Find Maintenance Order application and the order appears in the post-execution phase. The technician proceeds with the post execution tasks for the order. These tasks include the recording of time spent on post execution operations, preparing malfunction details and failure data, and checking final confirmation of post-execution operations. This activity is performed in the Perform Maintenance Jobs app. The order is set to Work Done.

The supervisor reviews the failure data, approves the order, and changes the status of the order to Complete Technically in the Find Maintenance Order application. The supervisor also reviews the notification status and approves it as completed, if the order has associated notification. The order moves to the Completion phase.

Once all pre, main, and post maintenance tasks have been executed, the maintenance order is set to Technically Complete (Order) and thereby passed on to the Completion phase. During this phase, the maintenance planner or financial controller reviews maintenance orders in subphase Technically Complete (Order), settles the orders financially, performs all the necessary tasks, and, finally, changes the corresponding order status to Complete (Business). Thereby, the maintenance order is finally set to the Closed (Order) subphase.

After you have analyzed the costs, checked open purchase orders and invoices, and settled the maintenance orders financially, you change the maintenance order status to Completed (Business). This status prevents further costs from being allocated to the corresponding maintenance order. The system checks whether the completed maintenance order has any open header maintenance notification and sets the corresponding maintenance request to Completed (Request).