Recurring Services: Overview
Recurring Services can be categorized as follow:
- Time based: In time-based recurring services, service tasks are triggered after a specific time period has elapsed (for example, every six months).
- Performance based: In performance-based recurring services, service tasks are triggered when a specific target value (counter reading) is reached (for example, after every 10,000 km).
- Condition based: In condition-based preventive maintenance, maintenance tasks are triggered when a condition is outside a specified value range (for example, thread depth below 15 mm, or temperature higher than 85°C).
- Predictive Maintenance: In Predictive Maintenance, you can control machines with a cloud-based SAP solution in real time and predict machine failures based on collected data (IoT application - Internet of Things).
Recurring Services: Process steps
The process for recurring services includes the following steps for the planning and execution of recurring inspections and service activities:
Step 1: The Service Order Template defines services to be performed, including the relevant spare parts.
Step 2: The Maintenance Plan is created for the specified technical object(s) and automatically generates Service Orders in accordance with specific guidelines. In addition to Time-Based and Performance-Based Maintenance Plans, it is possible to create Multiple Counter Plans. Using Multiple Counter Plans, it is possible to plan regular service tasks based on counter readings as well as on time intervals, for example, every two years or every 10000 operating hours.
Step 3: Scheduling is responsible for the regular call-up of service orders and the recalculation of planned dates.
Step 4: The Service Order is automatically generated by scheduling the Maintenance Plan.
Step 5: The completion marks the Service Orders and the corresponding planned date in the Maintenance Plan as finished. The date of the completion is used in the Maintenance Plan for calculating the next planned date.
Concept of Service Order Templates
Service Order Templates describe a series of individual service activities. You can use Service Order Templates to standardize recurring activities. If you have a Service Order Template, you can create Service Orders and Maintenance Plans with minimal effort by referencing the items and processes that were created in the Service Order Template.
You can link Reference Objects (such as pieces of Equipment, Functional Locations, Serial Numbers, and Products) to Service Order Templates.
Service Order Templates also specify the spare parts that are required for routine service tasks, and the time needed to perform the work.
For example, if you create a Service Order for routine work for which all the individual items are already described in a Service Order Template, you only need to specify the Service Order Template and the required dates in the Service Order. You do not need to enter the individual items because they are copied from the Service Order Template.
Structure of Service Order Templates
The following assignments are made using the Service Order Details:
- General Data: Description, Employee Responsible, and Service Employee Group
- Processing Data: Search Term and Status
The following assignments are possible for items:
- Products: services and spare parts
- Item Category: Service Items, Service Parts Items, and Sales Items
- Service Type, for example, Weekend
- Valuation Type, for example, Senior
- Reference Objects, for example, pieces of Equipment
- Additional parameters
Create a Service Order Template
In the following you will find out how to create a Service Order Template.