/tema10 by rapha Torres

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 SAP AG 2006

TERP10

10-3

!"#$%&%'($)*(($#)+,",-$.$"#)/)01(#2.$%)3$%4'5$6) 71('"$(()35$",%'2

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 SAP AG 2006

TERP10

10-4

!"#$%&%'($)*(($#)+,",-$.$"#)/)01(#2.$%)3$%4'5$) 6%-,"'7,#'2",8)3#%15#1%$(9):2&'5)6;<$5#'4$(

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 SAP AG 2006

TERP10

10-5

!"#$%&'$(&)%$*+,-.-*/ ;-%-"$*+!"#$%&'$(&)%$*+<%&(/+&%+,)#&/(&1/ 6*&-%(

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for example: site, building

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for example: mechanics

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for example: foreman, work scheduling

ďŁŠ SAP AG 2004

The organizational structure in Enterprise Asset Management is as follows: !

The client is the highest-level element of all the organizational units. It corresponds, for example, to a corporate group with several subsidiaries. Within a client, the system always accesses the same database. The subsidiaries with their own financial statements and balance sheets are defined as company codes. Within Logistics, the plant is one of the most important organizational units. It usually represents a production unit of a company.

The plant, at which the operational systems of a company are installed, is called the maintenance plant. If the maintenance work is planned at this plant, the maintenance plant is also the maintenance planning plant (planning plant for short). Locations subdivide a maintenance plant according to locational criteria, for example, site, building, coordinates. A maintenance plant can also be subdivided into plant sections based on responsibility for production. The person responsible for the plant section is the contact person who coordinates production and maintenance (plant engineer).

The units of capacity in Plant Maintenance are managed as maintenance work centers. Maintenance work centers are assigned to the respective maintenance plant as workshops.

A maintenance planning plant is the organizational unit in which maintenance requirements are planned. These requirements can either come from your own plant or from another maintenance plant assigned to this maintenance planning plant. The planners within a maintenance planning plant are defined by maintenance planner groups.

ÂŠ SAP AG

TERP10

10-6

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ďŁŠ SAP AG 2006

Plant-specific planning: Maintenance plant = planning plant. In most organizational structures, the maintenance requirement is planned in the same plant where it occurs, the maintenance orders are executed by workshops from the same plant, and the spare parts are stored in the same plant (for example: plant 1000).

Cross-plant planning: Multiple maintenance plants are assigned to a planning plant. In one plant (for example, plant 1200) there is a need for maintenance, as a technical system there requires maintenance (= maintenance plant). All further functions (maintenance planning, order execution, spare parts storage) are, however, the responsibility of another plant.

Other constellations are also conceivable: The planning of a plantâ&#x20AC;&#x2122;s requirements (for example, plant 1300) as well as the spare parts procurement take place in another plant (plant 1000). However, the tasks are performed by workshops available locally.

ÂŠ SAP AG

TERP10

10-7

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ďŁŠ SAP AG 2004

A work center is an organizational unit within an operational system. A work center can be one of the following: " Machine " Group of machines " Person " Group of people

In Plant Maintenance, work centers are used as: " Main work center in the master record for the equipment or functional location " Main work center in a maintenance item " Main work center in the task list header " Performing work center in the operations for a task list " Main work center in the order header " Performing work center in the operations for an order

Work centers belong to the master data and provide the capacity required to perform a task.

ÂŠ SAP AG

TERP10

10-8

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ďŁŠ SAP AG 2006

The Work Center has several functions as follows:!

Costing: You can use costing to determine the costs of an internal activity by a product unit. Its goal is to assign to the various cost objects the costs that were incurred by them. If the work center is used in an operation, the link to the cost center provides activity types for valuating the operation.

Scheduling: You can use scheduling to determine the dates when operations should be performed. For this, the time required for the operations must be calculated and compared with the time available in the work center. The standard values and quantities in the operations are used as the basis for this calculation. During scheduling, the start and end dates for the operations are calculated from this data using formulas, which have been entered for scheduling in the work centers.

Capacity planning: In capacity planning, the capacity requirements for the operations in the orders are determined and compared with the available capacity defined in the work center. During capacity planning, you can use work center hierarchies to aggregate (at higher-level work centers) the available capacity and capacity requirements of lower-level work centers.

ÂŠ SAP AG

TERP10

10-9

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ďŁŠ SAP AG 2006

The service center and each service branch can be defined as "#$%&'. A plant may possess the "#$%%(%)!"#$%& characteristic.

A "#$%%(%)!"#$%& is a plant, in which the services are planned and scheduled. The planning plant need not be the plant that performs the services. Each service order is assigned to exactly one planning plant. However, several performing plants can be involved in a service order.

For centralized planning, there is only one planning plant, but several plants perform the services. However, in decentralized planning, each planning plant is also a performing plant.

The planners or stock planners can be combined into "#$%%*+!)+,-"'. Such groups performing the services are defined as .,+/!0*%&*+' within a plant.

The plant represents the location of these work centers and one or more *1"#,2**' (people) can be assigned to each work center.

ÂŠ SAP AG

TERP10

10-10

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 SAP AG 2006

TERP10

10-11

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>-)-$")#0%#(5.&0%)04)-$&.)-01&#@)805)A&(()+")'+(")-0/ ! 3"4&%")45%#-&0%'()(0#'-&0%. ! 67"%-&48)45%#-&0%'()(0#'-&0%.)5.&%9)-$").-:5#-5:") &%7&#'-0: ! 3"4&%")";5&1<"%! 3"4&%").":&'()%5<+":. ! 67"%-&48)-$")'11(&#'-&0%)04)+&((.)04)<'-":&'()&%) =%-":1:&.")>.."-)?'%'9"<"%-

 SAP AG 2006

TERP10

10-12

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ďŁŠ SAP AG 2006

There are four types of technical objects:

"#$%&'($)*!*(%)&'($+!are elements in a technical structure and represent areas of a system at which objects can be installed. You can subdivide technical structures according to functional, processoriented or spatial criteria.

,'-%-+!(.!-/#'01-$& are individual objects that are to be regarded as autonomous units.

2-3')*!$#14-3+ are given to materials in order to differentiate them from other items. They enable the pieces of material to be regarded as individual items. Inventory management can be carried out for serial numbers.

5'**+!(.!6)&-3')*+!are used to structure functional locations and pieces of equipment in more detail. These may be referred to as Assemblies.

Functional locations, pieces of equipment, and serial numbers can be used as 3-.-3-$%-!(47-%&+ for service notifications and service orders; assemblies can be used only in relation with a piece of equipment or functional location.

You can use different types of technical objects individually or as a combination.

ÂŠ SAP AG

TERP10

10-13

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;2&%.2&( ďŁŠ SAP AG 2004

Functional locations are hierarchically ordered structures that represent a technical system, building, or part thereof.

You can structure the functional location according to spatial (for example, building 1, building 2), technical (for example, press, press frame, press hydraulics), or functional, that is, process-oriented criteria (for example, polymerization, condensation).

The aim of creating a functional location is to structure a technical system or building into units that are relevant for Plant Maintenance.

ÂŠ SAP AG

TERP10

10-14

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ďŁŠ SAP AG 2006

You should use functional locations to structure your systems if: # You want to represent the structures of the technical systems in your company according to functional criteria. # Maintenance tasks have to be performed for individual areas in the structure of your technical system and this work must or should be recorded. # Technical data for certain parts of your technical system has to be stored and evaluated over a long period of time. # The costs of maintenance tasks have to be monitored for certain parts of your technical system. # You want to analyze what effects the usage conditions have on the the likelihood of damage to the installed equipment.

ÂŠ SAP AG

TERP10

10-15

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ďŁŠ SAP AG 2004

The master record for the functional location uses the following views: " General: Class, object type, reference data, manufacturer data and so on. " Location: Location data, address. " Organisation: Account assignment (for example, company code, cost center), responsibilities (for example, maintenance planning plant). " Structure: For example, structure indicator, higher-level functional location, equipment.

Additional data or links in the master record for the functional location can also be activated as tab pages or called up using pushbuttons (see figure).

ÂŠ SAP AG

TERP10

10-16

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ďŁŠ SAP AG 2004

The identification for functional locations is created using the "#$%&#%$'!()*(&+#,$. The structure indicator consists of two input fields: -,*().!#'/01+#'!+)*!2('$+$&34!1'5'1"

The &,*().!#'/01+#' is used to control which characters may be used for identification ,letters, numbers, or both, and how these characters are grouped together or split. The 3('$+$&34!1'5'1" are used to define which level ends at which character and how many hierarchy levels the structure may contain.

A functional location can be identified using a maximum of 40 characters, which equals the maximum length of the coding template.

ÂŠ SAP AG

TERP10

10-17

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7-8 4",(#'$,&3 3$(&#'$,*

029= Biological cleaning 029:;< Oil/fat trap

029:;29< Ventilator

029:;<9< Ventilator

029=;2 Pump plant

029=;< Filtering station

029=;292 Pump 1

029=;<9< Filter cell

ďŁŠ SAP AG 2004

The structure of the functional location is based on the structure indicator. If you create a new functional location (for example, C1-M01-2), the system checks whether a hierarchy with this structure indicator already exists and whether the new identification is suitable for the existing hierarchy.

If this is the case, when the new functional location is created, it is included in the existing structure.

ÂŠ SAP AG

TERP10

10-18

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ďŁŠ SAP AG 2004

A piece of equipment is an individual physical object that is to be maintained as an autonomous unit. Pieces of equipment usually represent single objects (for example, pumps, motors, vehicles), for which maintenance tasks should be performed and recorded.

Equipment can be installed at functional locations. A piece of equipment can be linked with a material (if there is inventory management, in the sense of Materials Management, for the object).

ÂŠ SAP AG

TERP10

10-19

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ďŁŠ SAP AG 2006

You should always create an equipment master record for a technical object if: # You need to manage individual data for the object. # Breakdown, prepared or preventive maintenance tasks are required for an object and must be recorded. # Technical data for this object must be collected and evaluated over long periods of time . # The costs of maintenance tasks for this object are to be monitored. # You need to record the usage time of this object at functional locations.

ÂŠ SAP AG

TERP10

10-20

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ďŁŠ SAP AG 2006

The equipment master record uses the following views in the standard system: " General: Class, object type, reference data, manufacturer data and so on. " Location: Location data, address. " Organization: Account assignment (for example, company code, cost center), responsibilities (for example, maintenance planning plant). " Structure: For example, structure indicator, higher-level functional location, equipment.

Additional data or links in the master record for the equipment can also be activated as tab pages or called up using pushbuttons (see figure).

You can use the time-based data to monitor a piece of equipment dynamically, that is, track changes to the equipment over a specific period of time. If your system is customized accordingly, it automatically creates a new time segment whenever certain changes are made in the master record. The time segment describes the equipment usage.

ÂŠ SAP AG

TERP10

10-21

!"#$%&&%$'(")*)+'#,%"$&'"-)(.)/01'2,3"$

ďŁŠ SAP AG 2002

Equipment can be installed and dismantled at functional locations.

You can monitor the installation times for a piece of equipment from both the functional location view and the equipment view.

In the case of a piece of equipment that is linked with a material, then when the damaged piece of equipment is dismantled, it can automatically be placed in storage. Likewise, when the spare part is withdrawn from storage it can automatically be installed at the functional location.

ÂŠ SAP AG

TERP10

10-22

A#&'()$G+,-#&% ! !"#$%#&'()$*+,-#&$'%$($*+,-#&$."(.$'%$(%%'/*#0$.1$(*$ '*0'2'0+()$,(.#&'()$'.#,$'*$(00'.'1*$.1$'.%$,(.#&'()$ *+,-#&3 ! !"#$41,-'*(.'1*$15$,(.#&'()$*+,-#&$(*0$%#&'()$ *+,-#&$'%$()6(7%$+*'8+#3

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ďŁŠ SAP AG 2006

A "#$%&'#(!"#)$%&!&%*+&,!contains all the data required to define and manage a material. This can be used to describe a certain asset or device category. However, it does not enable you to identify individual items of this particular category. Therefore, the system offers you )%&'#(!-."/%&! "#-#0%"%-$. Serial numbers enable you to track individual items for a given material number.

This in turn enables you to perform '-1%-$+&2!"#-#0%"%-$ for individual pieces. The combination of material and serial number is always .-'3.%.

You can assign as many serial numbers to a material number as is necessary. The same serial number may occur for different material numbers.

The serial number can be used to represent and track the companyâ&#x20AC;&#x2122;s own!)%&'#(!-."/%&) or those of the manufacturer. If no serial number exists, you can use a number of your choice as the serial number.

When creating master records for serial numbers, it is possible, as of !"#$%&'$()*+,-,./+0$*1 use the material master record to ensure that serial numbers and equipment numbers are kept synchronously .

ÂŠ SAP AG

TERP10

10-23

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 SAP AG 2002

An "#$%&'"()!'*+)",!,"-.,/ is created for each serial number. Depending on the serial number profile, either the "serial data" view only is visible, or all views of the equipment master are visible.

0).-1!%(2.,'*)%.( such as plant, storage location, batch, special stocks, or customer is located in the 3+",%*4!/*)*3 view. You can also display the +",%*4!($'5",!6%+).,7 here. You can also find all /.-$'"()+ to which the serial number is assigned here.

As of !"#$%&'$()*+,-,./+, a function that enables you to install and dismantle pieces of equipment with simultaneous goods movement exists. Using this function, you can execute the following in one step: " Dismantle an installed piece of a equipment from a piece of equipment or from a functional location and simultaneously put it away in a storage location, or " Remove a piece of equipment from storage and install it in a piece of equipment or in a functional location.

TERP10

10-24

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ďŁŠ SAP AG 2006

The maintenance bill of material differs from other BOMs in that it only contains items relevant to Plant Maintenance. Additionally, the bill of material has three important functions: " "#$%&#%$'()!*+!#,-!*./-&#0!the structure of an object should be displayed as clearly as possible from a maintenance viewpoint. " "12$-!12$#3!142(('()!'(!#,-!*$5-$0!If a technical object uses a bill of material, you can use this simply during the planning or a maintenance order to plan spare parts. " "12$-!12$#3!142(('()!'(!#,-!#236!4'3#0!Spare parts can be planned in the task list based on a bill of material.!

There are three categories of maintenance bill of material: " Material BOM " Equipment BOM " Functional location BOM

ÂŠ SAP AG

TERP10

10-25

!"##$%&'%()*+,")#- ./)01#+%&'%()*+,")#%!2( ()*+,")#%(?@AB@ 29:+6*%0)$*+,%,+6&,8; <*,56*5,+%="+> ()*+,")#%!2( 3&4$*,56*"&4 *71+%'"+#8

()*+,")#%!2( )$%0)"4*+4)46+ 9"##%&'%0)*+,")# ďŁŠ SAP AG 2004

Material BOMs are always used in Plant Maintenance if a "#$%&'!()!*+$+,-',.!/("*0'#/0&1 objects have to be maintained. The aim is not to create a bill of material for each technical object but to create just one bill of material and then assign this to the technical objects. This avoids the use of redundant bills of material.

A material BOM is a bill of material that is first created for a material independently of a technical object. To do this, you must: " Create a material " Create a material BOM for the material

The bill of material can then be assigned to one or more technical objects (equipment or functional location). You can make the assignment(s) in the respective technical object master record using the 20'#/0#'& view. The number of the corresponding material is entered in the 3("*0'#/0+("!0.4& field(see figure).

ÂŠ SAP AG

TERP10

10-26

!"#$%&#'()*+,"#-./)!01&#)2344'56

@03)'5")%0A)'+(")-0/ ! 7"8&%")83%#-&0%'()(0#'-&0%. ! 9:"%-&86)83%#-&0%'()(0#'-&0%.)3.&%;)-$").-53#-35") &%:&#'-05 ! 7"8&%")"<3&14"%! 7"8&%")."5&'()%34+"5. ! 9:"%-&86)-$")'11(&#'-&0%)08)+&((.)08)4'-"5&'()&%) =%-"515&.")>.."-)?'%';"4"%-

 SAP AG 2006

TERP10

10-27

!"##$%&'($)*+',&$,+,%$)-#"%$../)0"1'%)"23$%&'($.

=&)&9$)%",%A@.'",)"6)&9'.)&"1'%B)7"@);'AA)2$)+2A$)&"/ ! 45$,&'67)+,5)1$#6"#8)&9$)19+.$.)"6)&9$)!"##$%&'($) *+',&$,+,%$)1#"%$.. ! 45$,&'67)&9$)',&$:#+&'",.)1"',&.);'&9)"&9$#)87<=-) >?-)8"5@A$.

 SAP AG 2006

TERP10

10-28

!"##$%&'($)*+',&$,+,%$-).#"%$// !"##$%&'($)*+',&$,+,%$

?"&'7'%+&'",

.2+,,',4

9%B$632',4

@A$%3&'",

;

!"CD2$&'",

8,&$#,+2EF@A&$#,+2)9$#('%$F*+&$#'+2 ! Technical object ! Description

! Date ! Malfunction

! Work to be performed ! Material ! Int./ext. resources ! Tools ! Order release ! Printout

Maintenance planner

! Capacity leveling ! Availability check

! Planned/unplanned mat. withdrawal

Technician/ Storeperson

! Time conf. ! Order settlement ! Tech. completion ! Tech. confirmation

Maintenance supervisor

0'/&"#1 *+&$#'+2)3/+4$5)"#6$#/5),"&'7'%+&'",/5).*895)3/+4$)2'/& ďŁŠ SAP AG 2004

The corrective maintenance process involves the following steps - notification, planning, scheduling, execution, and completion. # Step 1: Notification:- Malfunctions and other requirements are detailed in the notification and entered in the system. You can use the notification list to find and process notifications. # Step 2: Planning:- In the planning, orders are created for the requirements outlined in the notification. The order contains the tasks to be performed, together with the materials and tools required. # Step 3: Scheduling:- In the control step the order undergoes checks (for example, material availability check, capacity requirement check) which are important for the subsequent release. If no serious problems arise (for example, spare part not available for required date), then the order is put into process and - usually in the same step - the shop papers are printed. # Step 4: Execution:- In this step the task is performed on site. The required materials are withdrawn from storage with reference to the order. Unplanned withdrawals of material (that is, withdrawals that have not been reserved through the order) are also possible. # Step 5: Completion:- The completion phase is composed of the partial steps of time confirmation (enter the actual times worked), technical completion (completing the results), and technical completion. The Controlling department can settle the order at the same time.

ÂŠ SAP AG

TERP10

10-29

=",/#$/"/*$(C.#,6,*"#,./?(D#+5*#5+$ C.#,6,*"#,./

! !"#$;#,7$;+$-.+#$)(<2 ! !$%*+,-#,./ ! =",/#$/"/*$(.<>$*#?(

! @.*"#,./()"#" ! A+$"').B/;"1",9"<,9,#2 ! !"7"8$(9.*"#,./ ! !"7"8$ ! :"5%$(.6()"7"8$

C.#,6,*"#,./ ,#$7% 0*#,1,#,$%

! 0*#,1,#2 ! 34$*5#,./(6"*#.+% ! !"#$% ! &"%'()$%*+,-#,./

&"%'%

ďŁŠ SAP AG 2006

Each maintenance notification contains "#$%#&!%$'$. Header data is information used to identify and manage the maintenance notification. This data is valid for the complete maintenance notification.

You enter and maintain data in a ()'*+*,$'*)(!*'#- to determine a problem, damage, or the activity executed in greater detail. A notification can contain several items.

.,'*/*'*#0 document the work performed for a notification. They are particularly important for inspections, because they prove that certain tasks have been performed.

The '$01!%$'$ describes activities that should still be performed, and which may have only arisen after the maintenance task was executed (for example, creating a report). However, in some cases, you can also use tasks for planning purposes (for example, if order processing is not active). In this case, you can plan to use different people to process the notification, and monitor the execution of activities for specific periods of time. Note, however, that no cost monitoring, material planning or capacity requirements planning is possible for this type of processing.

ÂŠ SAP AG

TERP10

10-30

:%9#6*"/,0/(),0*#0)06#/;7*,<,6)*,70

()*#+,)& -,*. "#+,)&/ 01$%#+ !""#$%&'

231,4$#0* 5106*,70)& &76)*,70

888/7+/07/7%9#6* ďŁŠ SAP AG 2004

All the types of maintenance notification mentioned can be entered for both a functional location and a piece of equipment, in each case with or without assembly, or for a material with serial number. The hierarchy for these objects corresponds to the sequence specified. In other words, if you enter a maintenance notification for an assembly on a piece of equipment, which is assigned to a functional location, the system transfers all the relevant data for the piece of equipment and the functional location.

However, you can also enter these maintenance notifications without specifying an object number. This is the case, for example, if a malfunction report refers to an object that is not managed in the system under a number, or if a maintenance request refers to a new object to be provided for an investment program.

A view for the reference object can be chosen for an individual notification or for a notification type as follows:" Functional location + Equipment + Assembly (standard setting) " Functional location + Equipment + Assembly, for functional locations with exactly one piece of equipment installed, the equipment is set automatically. " Functional location " Equipment (with or without assembly) " Material number + Serial number (with or without equipment number) " Without reference object

ÂŠ SAP AG

TERP10

10-31

/)&"%#($.(,.!"#$%&$"$'&.=)*&)1 -#)&'%.')&"%#($ (,.()*&) /)&"%#($.(,.()*&) 0"1&*.($.$(%#,#'"%#($

!"#$%&$"$'& ()*&)+$(%#,#'"%#($

!"#$%&$"$'&. $(%#,#'"%#($

!"#$%&$"$'& ()*&)

!"#$%&$"$'&. $(%#,#'"%#($

/(20#$"%#($.(,. 2"#$%&$"$'&.$(%#,#'"%#($1 ,().2"#$%&$"$'&.()*&)

!"#$%&$"$'&. $(%#,#'"%#($

!"#$%&$"$'& ()*&)

!"#$%&$"$'&. $(%#,#'"%#($

6$%)7.(,.()*&).8#%9. 1401&:4&$%."'%#;#%7.)&<()%

!"#$%&$"$'& ()*&)

!"#$%&$"$'&. $(%#,#'"%#($

34%(2"%#'.5&$&)"%#($.(,. 2"#$%&$"$'&.()*&). ,)(2.2"#$%&$"$'&.#%&2

!"#$%&$"$'&. #%&2

!"#$%&$"$'& ()*&)

ďŁŠ SAP AG 2006

1. Case: The maintenance order is created directly (for example, breakdown order)

2. Case: The maintenance notification is not entered centrally. The maintenance order is created for the maintenance notification by the person responsible.

3. Case: In a maintenance order, several maintenance notifications are combined into one or more objects

4. Case: An activity report for an existing maintenance order is entered subsequently as a technical confirmation

5. Case: A maintenance order is automatically generated from a maintenance item by the maintenance plan

ÂŠ SAP AG

TERP10

10-32

;*%(%5-2$"@$,'.5-%5'54%$A#8%# A#8%#$C%'8%#

!"#$%&'()*%+$ A#8%#$-1)%/$8'-%2/$)*'5-/$('.5$">B%4-/ )#."#.-1/$8%24#.)-."5

A>B%4-$*.2-

;0<.)(%5-$='22%(>*1?/$@<54-."5'*$*"4'-."52/ ,'.5-%5'54%$5"-.@.4'-."52

A)%#'-."5

!"#$%&'()*%+$ 6"#7$4%5-%#/$4"5-#"*$7%1/$8%24#.)-."5 9-'58'#8$-.(%/$'4-.:.-1$-1)%/$2'*'#1$8%-'.*2

,'-%#.'*$*.2-

!"#$%&'()*%+$ ,'-%#.'*/$0-1/$2-"#'3%$*"4-5

D#"8<4-."5$ #%2"<#4%2E-""*2 9%--*%(%5-$#<*% F"2-2$=%2-.('-%8E )*'55%8E'4-<'*?

ďŁŠ SAP AG 2006

The "#$%#&!%$'$ is information that serves to identify and manage the maintenance order. It is valid for the whole maintenance order - for example, the number, description and type of order, scheduled dates for order execution, priority of tasks, creator, last person who changed the order and so on.

The ()*#+'!,-.'!contains the objects to be processed (functional locations, equipment, assemblies, serial numbers) and is implemented if the same activity must be performed at multiple objects of the same type.

The (&%#&!(/#&$'-(0!describes the tasks that should be performed for the maintenance order and who performs them with what guidelines.

The 1$'#&-$,!,-.'!2+(1/(0#0'!,-.'3!contains spare parts, which are required and used when the maintenance order is executed.

4&(%5+'-(0!&#.(5&+#.6'((,. (for example, tools, protective clothing, trucks) are required to execute the maintenance order, but are not used up.

The data in the .#'',#1#0'!&5,# provides information on who should bear the costs. It is proposed from the master record for the reference object and can be changed when the first settlement rule is maintained for the order.

The +(.'.!view tells you how much the estimated-, plan-, and actual costs are in the value categories for this order. There is a technical view and a controlling view available.

ÂŠ SAP AG

TERP10

10-33

!"#$%&$"$'&()*+&*,()-.&'%(/#0%

)-.&'%(8#0%(;<=>?< )*+&*(;<=>?<

!@=<<<@9<<= !@=<<<@9<<A 123#45&$% 6* 73$'%#6$"8(/6'"%#6$0 6* 96%#:#'"%#6$0

 SAP AG 2006

The object list is an integral part of the maintenance order. This is used to compile multiple notifications and also to assign several technical objects to the order.

Even if no reference object has been specified for the maintenance order on the header data screen, you can assign technical objects and/or maintenance notifications to the maintenance order in the object list.

If notifications are "##$%&'(!)*!)+'!*,(',!-#$&%!)+'!*./'0)!1$#)2!the first notification in the order header appears in the ’Notification’ field. The first notification is indicated as the header notification.

Both the header notification and the other notifications in the object list can be separated from the order again.

The object list does not "control" the order - no adjustment of work to be performed, update of history or cost distribution will take place.

You can use 0-#)*3',!'4$)!567899:;!to distribute the order costs !"#!#"$%#&'$()* to the objects in the object list.

TERP10

10-34

0'.),12#'+3$#%14 53.)+6617%.8 9./:.;+;' #66$<;/+;'

2#'+3$#% 3+6+3"#'$.; !"#$%#&$%$'( )*+),

?3>+3 3+%+#6+

!-'./#'$) #"#$%#&$%$'( )*+),

53$;'$;<

=..>6 $66-+ ďŁŠ SAP AG 2004

You can plan materials, which are required to execute the task, for each operation in the maintenance order. The materials can be bill of material components for the reference object or freely assigned materials.

The materials that you plan for the maintenance order will be reserved in the warehouse, if they are kept in stock. You can set the reservation time in your system using the Customizing function. In Customizing, it is decided for each order type, whether the system should make the material reservation effective or generate the purchase requisition immediately or only when the order is released.

An availability check can be called up when components are assigned in the order.

An automatic availability check is performed when the order is released. The order can also be released if there is no availability.

A material provision list and material withdrawal slips can be printed together with the order papers.

Planned goods issues are entered with reference to the reservation (reservation number), unplanned goods issues with reference to the order number.

The goods issues entered appear in the document flow of the order.

ÂŠ SAP AG

TERP10

10-35

!"#$%&"'()*+&,-.+/)0 1-"',22)3/"4 5"67"#,#& 822.9#6,#& 1:-';+2, +77/.'+&."# 1:-';+2,) "-?,@-?,A,/,+2, >""?2) -,',.7& <#=".', -,',.7& ďŁŠ SAP AG 2004

When components are assigned in the order, additional purchase information can be entered.

Depending on the order type, the purchase requisitions are generated either when the order is saved or released.

In purchasing, purchase orders are generated from purchase requisitions. The purchase order items are assigned to the maintenance order.

Goods receipts are entered with reference to the purchase order after the order has been put in process. The account assignment of the purchase order to the order instigates the posting to the order.

When goods receipts are entered, the maintenance order is debited with the purchase order value.

When the invoice is received, any invoice differences are automatically credited to, or debited from the maintenance order.

The goods receipts entered appear in the document flow of the order.

ÂŠ SAP AG

TERP10

10-36

;%&'#<+-)"&2&#2+#1-2+'(+-+$(#403(0 !"#,-).(#$-'(/%0"

!"#$%&'#()(*(+' B)-+ <$'.-)

B)-+

=+'(0+-)#&(0,2$(

C79777#D5-0(#5-0'&

@A'(0+-)#&(0,2$( ?-0(>%.&(#2&&.(

C6F777#@A'(0+-)# *-'(02-)

4'>(0

E6F777#G-H%0#>%.0&

<$'.-)

1-2+'(+-+$(# %03(0

45(0-'2%+#67 45(0-'2%+#87 45(0-'2%+#97 :#:#:

ďŁŠ SAP AG 2004

You can display the expected costs in two ways: " At cost element level (Controlling view) " At value category level (Maintenance view)

In Customizing, cost elements are assigned to value categories.

ÂŠ SAP AG

TERP10

10-37

;)*#)')#+#,&#

!""#$%&'("'()*#)')#+#,&#! .#&#)/,%0(1'#""#$%0/#2'$,1'3#'40%5*),41 ! 6,7#)&'$,1'3#'7)01%#* ! 8(1"0)9,%0(1'7(&&03+# ! :((*&'9(/#9#1%'7(&&03+#

ďŁŠ SAP AG 2006

When you release a maintenance order, the system checks the availability of material, production resources/tools, and the necessary permits. At the time of release (at the latest), material reservations become relevant for materials planning, materials can be withdrawn, and purchase requisitions generated.

You can only perform the following activities after you have released the order: # Print shop papers # Withdraw material # Post goods receipts # Enter time confirmations # Complete task

You can release a maintenance order immediately after it has been created. This option is available for maintenance orders created automatically by the system (for example, orders from maintenance plans).

To enable these orders to be released upon creation, the indicator !"#"$%"&'((")'$*"#+&must be set for the required order types by the system administration in Customizing.

ÂŠ SAP AG

TERP10

10-38

4".'%*'"'/*$;&7*&=$3&.'% !"#$%&"'()*&

4".'%*'"'/*$,&7*&

4"%*&."2 5.%67&"5"2 (2.8 +,-$%./0*% 1,'%&,2$ %./0*%

1,').&9"%.,' (2.8

3./0$ 2.(% ;-<*/%$2.(%

:.9*$%./0*%

ďŁŠ SAP AG 2004

"#$!%&'()%*!The job ticket is a document which gives the person executing the maintenance work a complete overview of the order. If your system is connected to the Document Management System (DMS), you can also print graphics (for example, engineering/design drawings of the technical system concerned) on the job ticket.

+,)-.%&#/!'#/%-#0!%&'()%*!Shows the maintenance engineer responsible a complete overview of the maintenance order. It also contains information about permits.

1.%)-&.0!,&'(!0&2%: Shows the warehouse clerk which materials have been planned for each operation in this order.

+$3)'%!0&2%*!Shows an overview of the objects (technical objects, notifications) involved in the order.

4&5)!%&'()%*!Contains the standard time and duration, and is only printed for operations with the corresponding control key. For each manual worker involved on the order, time tickets are printed in the numbers specified for each operation. The worker enters the time required to execute the operation on the time ticket.

6#/7&-5.%&#/!20&,*!Used by workers as an entry sheet for their work times.!!

1.%)-&.0!8&%9:-.8.0!20&,: Authorizes the person executing the maintenance work to take the materials required for the order from the warehouse. One material withdrawal slip is printed for each material component.

ÂŠ SAP AG

TERP10

10-39

-)(+.")&%/"(0,.)1)&

!"#$%&"'( !&)**+,%-)(+.")&%/"(0,.)1)&

-)"*(+*)*#+% 4.,+.

2*3&)**+,%-)(+.")&% /"(0,.)1)&

ďŁŠ SAP AG 2004

Manual workers withdraw materials from the warehouse to perform maintenance tasks. There are two types of withdrawal: " Planned withdrawal of stock material " Unplanned withdrawal of stock material

Materials can also be procured externally.

The goods movements for a maintenance order are displayed in the document flow of the order.

The !"#$%&"'()*$%$+,-$.(/&-#((IW13) lets you check which withdrawals for a material were planned and which were unplanned.

ÂŠ SAP AG

TERP10

10-40

4/($/-12'6"/#+."2'<-!"#$%=93.")"."$% !"#$% ! ! ! !

&'(")"(*+,-$'./0 12,,$3.")$-$'./0 4)$/+,,-12#5,$."2'-12'6"/#+."2' !"#$-%7$$.-819!:;

93.")"."$% ! 93.")".0-/$52/.% ! 4)$/+,,-12#5,$."2'-12'6"/#+."2' ! 12'6"/#+."2'-.$>.%

?$+%*/$#$'.%=32*'.$/-/$+("'@%

ďŁŠ SAP AG 2006

There are three different ways to confirm the time required for work on a maintenance order: # Individual entry of times for each order operation # Collective entry by direct entry or using an operation list # Overall completion confirmation: Times, activities, measurement values, and so on, on a collective screen # Entry using the cross-application time sheet (CATS)

Once completion confirmations for operations/sub-operations in a maintenance order have been entered, the system automatically assigns the status PCNF (Partially confirmed) to these operations/sub-operations, if no setting has been made in Customizing that a final completion confirmation should be proposed automatically. As soon as all the operations/sub-operations in a maintenance order have been completely confirmed, the order itself is assigned the status CNF (Finally confirmed).

There is always a risk of completion confirmations being assigned to the wrong operations/suboperations or entered with the wrong data. The system therefore allows you to reverse completion confirmations if required.

The activities performed are entered as maintenance notifications with notification type "Activity report" and assigned to the corresponding order. Alternatively, confirmation texts can be entered with confirmations of time. However, these are not as easy to structure and analyze as activity reports.

Measurement readings are entered as measurement documents for the reference object.

ÂŠ SAP AG

TERP10

10-41

/G&-.%%*!"#$%&'(")*!"),(-#.'(")

!"#$%&'(")*+"),(-#.'(") /-0&-*123452 /$&-.'(")*32

6*7

/$&-.'(")*62

8*7

E(#&

<.'&-(.% 3229:23

6*;+

322952:

6*;+

<&.=>-&#&)'* 0"+>#&)'= <&.=>-()?*$"()'****@8332A3*B.!">)'&-*186

F*.+'(G('(&=H '.=I=H* .)0 =&-G(+&=

:C8@*D

ďŁŠ SAP AG 2006

The overall completion confirmation enables you to confirm not only working times, but all the relevant details for an order on a single screen, configured to suit your individual requirements. Time confirmations and technical confirmations can therefore be processed in the same way.

ÂŠ SAP AG

TERP10

10-42

C/,6.$6/64$%!"#$"D%<$456,4/1%>3-=1$.,36%

!"#$"%&'()*' ! +,-,.$#%/0,1,.2%.3%45/67$% 3"#$" ! 8./.9:%;<$456,4/112% 43-=1$.$#; ! >"$/.$%:$..1$-$6.%"91$ ! ?$1$.,36%@1/7%@3"% =9"45/:$%"$A9,:,.,36: ! >13:$%3=$6%"$:$"B/.,36: ! >13:$%3=$6%4/=/4,.,$:

ďŁŠ SAP AG 2006

The maintenance order obtains the status "#$% (Technically completed). In other words, the maintenance work required for this order has been completed.

The maintenance order can then only be changed online as follows: # It can be locked or unlocked. # The deletion flag can be set.

However, the order can still receive costs, for example, invoice receipts for materials delivered and consumed, or from delayed time confirmations.

If you have not maintained a settlement rule for the maintenance order, it is created automatically by the system. If this is not possible owing to missing data, the system directs you to where the settlement rule can be maintained.

All the purchase requisitions for which there are no purchase orders that still exist for the maintenance order are marked with a deletion flag.

All open reservations and capacities that still exist for the maintenance order are closed.

A reference date and time must be entered for the technical completion. This depends on what periods are assigned to the order in the Plant Maintenance Information System (PMIS).

However, the reference date has no influence on the determination of the location- and account assignment data. This is determined from and set to the dayâ&#x20AC;&#x2122;s date when the order is created. If, for example, the cost center of the equipment changes during the order processing, you can - if necessary- use the Update Reference Object Data function (right mouse button) to update the order.

The order data and the data from maintenance notifications and usage histories are available in the maintenance history and can be used for the evaluation of past work and the planning of new work.

ÂŠ SAP AG

TERP10

10-43

!"#"$%"&'"()*+(,-&./01-"2+/*

3$4"$&567896 ! 3$4"$&:"(/0"%&0/4+;+,:-"& ,<,+* ! =2,2>%&!?@&A!"-",%"4B&+%&%"2 ! @/(,2+/*&,*4&,((/>*2& ,%%+<*0"*2&4,2,&,$"&$"C(/1+"4& ;$/0&2)"&/:D"(2

'?.3

! 31"*&1>$(),%"&$"E>+%+2+/*%& ,$"&$"(/01+-"4 ! 31"*&$"%"$#,2+/*%&,$"& $"(/01+-"4 ! 31"*&(,1,(+2+"%&,$"& $"(/01+-"4

ďŁŠ SAP AG 2004

You can reverse the status TECO (technically completed) if required.

The order is given the status that it had before the technical completion, in other words, capacity requirements and reservations are restructured and the deletion indicator is reset again for unconverted purchase requisitions.

ÂŠ SAP AG

TERP10

10-44

!"#$%&'()*+", 2++)1"#$%&'()(34&5)#0&.(&1) 6"0)(7&)%./'(&'.'#&)"01&0) #.')8&)1/54+.3&19 ! :"(/6/#.(/"' ! ;"%4+&(/"')#"'6/0%.(/"' ! <""15)%"=&%&'( ! >$0#7.5&)0&?$/5/(/"' ! >$0#7.5&)"01&0

-./'(&'.'#&) "01&0

 SAP AG 2004

TERP10

10-45

3&$)-(,?-9

<'-,&'*(9"4,='*$,*(4,='"(>

5*)($"(*(&", -24"2

:*7%"%,-6,4*8*9"

5*)($"(*(&", (-$)6)&*$)-(

!"#$%

172&'*%)(9,4*$*

3&&-7($,*%%)9(8"($,4*$*

5*+67(&$)-(,4*$* !"&'()&*+,-./"&$% 0*$"%

3442"%%

12)-2)$)"%

;*+"%,4*$*

0*8*9"

ďŁŠ SAP AG 2006

Changes to notifications, orders, equipment, and functional locations are displayed in chronological order in an "#$%&'!(&). This enables you to track who has changed the data or status of which fields and when.

To use this function, the creation of change documents for the respective objects must be activated.

ÂŠ SAP AG

TERP10

10-46

!"#$%&'#($%)$#$*)&+$%),-#%(.$ !-.61*%(.$ '#%)-(#"2&'#$#,)/)$% !-.3)*%&'#$#,)/)$% '#$#,)/)$%&0**.1$%($,

!"#$%&'#($%)$#$*) 4($#$*(#"&0**.1$%($,

78&9:2%)/

41$62&'#$#,)/)$% 022)%&0**.1$%($, +$5)2%/)$%&'#$#,)/)$%

 SAP AG 2006

The component, Enterprise Asset Management, as part of Product Lifecycle Management has multiple integration points.

TERP10

10-47

!"##$%&'($)*+',&$,+,%$)-#"%$../)0"1'%)2344+#5

?"3)+#$),";)+@A$)&"/ ! 67$,&'85)+,7)1$#8"#4)&9$)19+.$.)"8)&9$)!"##$%&'($) *+',&$,+,%$)1#"%$.. ! 67$,&'85)&9$)',&$:#+&'",.)1"',&.);'&9)"&9$#)452<-) =>-)1#"%$..$.)

 SAP AG 2006

TERP10

10-48

!"#$%&'()*+(,*-(+./0'01*2$#'3*$45"3&'6"0

-&*&8"*3$(3.<0'$(*$?*&8'0*&$#'3A*/$<*B'..*4"*+4."*&$1 ! 7(,"%0&+(,*&8"*&$$.0*'(6$.6",*'(*+(+./9'()* :+'(&"(+(3"*8'0&$%/ ! ;%$3"00*%"#$%&0*<0'()*&8"*;.+(&*=+'(&"(+(3"* >(?$%:+&'$(*@/0&":

 SAP AG 2004

TERP10

10-49

3/"0$*0/0.*45"#$&26 %&'()*$*+ ,&$"-"./$"&0#

%&'()*$*+ 12+*2#

@/'/<*

1>?*.$

@*#.2"($"&0 @/'/<*

7&28

&>?*.$#

.*0$*2

@&=0

9.:*+;)"0<

C"'*#

&-4=&28

A.$"B"$"*#

3/$*2"/) ;#/<*

C/#8#

!"#$#

%&#$#4 >64.)/##

ďŁŠ SAP AG 2006

Analyses in maintenance processing are based on completed notifications or orders and historical orders.

"#$%&'(')!*#(+,+-.(+#*/!.*)!#0)'0/1!You can use completed notifications and orders for mediumterm evaluations. A notification is transferred to the *#(+,+-.(+#*!2+/(#03 when completed, whereas an order is transferred to the /'-(+#*!,#0!-#$%&'(')!#0)'0/. The data for completed notifications and orders can be analyzed in full. Evaluations can be performed in the corresponding list editing function, where the status !"#$%&'&() must be set each time.

4+/(#0+-.&!#0)'0/ are generated when completed orders are archived and they form the basis for long-term analyses. They are transferred to the #0)'0!2+/(#03. Historical orders contain the most important order data in condensed form.You can perform analyses in the list editing function for the orders, where the status *+,'"-+./%)must be set.

ÂŠ SAP AG

TERP10

10-50

6#.'/0#&)*+#7' !"#$%&'()*+'),-)$#.'/0#&)1223422)-/,$)21521521).,)21521524

ďŁŠ SAP AG 2006

You can use the "Material where-used list" function to verify the use of materials in maintenance orders within a specific period of time.

Orders can be chosen according to different selection criteria, for example, by order number, order type, equipment and so on.

The material where-used list also indicates which materials were planned withdrawals, for example, with reference to a reservation, and which were unplanned (without reference to a reservation).

ÂŠ SAP AG

TERP10

10-51

8$'&"'*"1!&'(07#7192$#%&7

!""#$#%&'( #&)%*+'$#%& Equipment master record Order

,*#((-"%.& /012('&&3* 4*%52

6('&&#&4-*3('$3"1'&'(07#7 Planning plant 1000 90 68,000

:5&;$#%&7

Planning plant: 1000 Planner Order Order group number costs ,*#(("%.&1/0 010 52 26,000 020 38 42,000 23*#%" Planning plant: 1000 Planning group: 010 Month Order Order number costs 02/2002 28 14,000 03/2002 24 12,000

ďŁŠ SAP AG 2006

"#$%&$'&!$%$()*+* provide many functions that enable you to find specific information for detailed evaluations.

The information structures provide the database for standard analyses. " You can specify the range of data to be evaluated. " You can define the key figures or choose them online during the analysis itself.

The drill-down function allows you to vary the detail of information. " You can specify the sequence in which levels of information are displayed or you can follow the standard drill-down sequence. " Different functions are available at each level, for example, cumulative frequency curves, ABC analyses, correlation, classification, dual classification, and ranking lists. " All the results can also be displayed graphically.

You can save the data selected for standard analysis as a selection version. " Selection versions also enable you to define the way you view the data. " You can select data in the background at any time.

You can access summary information in the information structure and branch to the display of master data and movement data.

ÂŠ SAP AG

TERP10

10-52

!"#$%&'()*+(,*)-.'/'0(1$#/2(3455)%.

?$4()%"(*$@()A-"(&$0 ! 6*+"%'&)*+(&7"(&$$-'(/*8$-8"+(/*()*)-.9/*:( 5)/*&"*)*2"(7/'&$%. ! ;%$2"''(%"#$%&'(4'/*:(&7"(;-)*&(<)/*&"*)*2"( =*>$%5)&/$*(3.'&"5

 SAP AG 2004

TERP10

10-53

!"#$%&"'(#)"#'*#+&",,-'.+/%&'+01"&2%$",

=2'29"'&+4&:@,%+4'+5'29%,'2+/%&A'6+@'<%::'0"'70:"'2+! 3)"42%56'74)'/"#5+#8'29"'/97,",'+5'29"'!"#$%&"'(#)"#' 5%":),"#$%&" /#+&",, ! 3)"42%56'29"'%42";#72%+4,'/+%42,'<%29'+29"#'86!=* >?*'8+)@:",

 SAP AG 2006

TERP10

10-54

!"#$%&&'()#*'+,'-%".+$%'/"0%"'!"#$%&&+,1

2"%34+#, !)3,,+,1 !)3,,+,1 5%)%3&% !"+,46$#778,+$34+#, =>%$84+#, 2#,?+"734+#, 9%$:,+$3)'$#7;)%4+#, <+))+,1 0#$87%,4 -%44)%7%,4 <8&+,%&&'$#7;)%4+#, ďŁŠ SAP AG 2006

The order processing steps shown here represent the maximum scope. You can skip certain steps, or perform several steps simultaneously. You can also automate steps such as billing, settlement, and conclusion. They can also be executed in a collective run.

The employee enters a "#$%&'#!()*&+&',*&)( for the customer call. Since a technician is required, the employee responsible generates a "#$%&'#!)$-#$ from the notification. Data is copied from the notification to the order. The notification and order are assigned to one another, and can be processed together.

Since each order must contain at least one ).#$,*&)(, you can maintain the data for the first operation on the order header screen. The system proposes the data for this operation from the order header data.

The processor immediately!./*"!*0#!"#$%&'#!)$-#$!&(!.$)'#"". The order receives the system status â&#x20AC;&#x153;Released" and shop papers are printed.

After performing the work, the technician ')(+&$1" the number of hours worked and the materials consumed. Additional information regarding activities, damage, and causes of damage are entered in the notification. The technician then technically completes the order, and simultaneously completes the notification.

The employee responsible for order settlement creates a 2&33&(4!$#5/#"* from the service order. This is the basis for the creation of a!2&33&(4!-)'/1#(*.

ÂŠ SAP AG

TERP10

10-55

!"#$%"$#&'()'!&#*+%&',#-&#

!"#$%&'(&)*+,&'-).&)'/001002 !&$3)#4'5&#.&) Order

SM02

Status

CRTD

500200

.&/-&#'-/"/

Printer - repair

,3&#/"+(42

5(63(4&4"2

5(2"2

7/#"4&#2

,01&%"2

ďŁŠ SAP AG 2002

A service order is structured as follows: !

"#$%#!&%'$%#!with description (short and long text), status information, customer and address data, service data (for example, service product), areas of responsibility, dates and entry of a reference object. The header data also includes cost and revenue data, partner data and the object list.

The order contains one or more ()%#'*+(,-. These are the individual steps to be executed by internal or external employees. If a more detailed structure is required, one or more -./0()%#'*+(,- can be created for each operation.

1(2)(,%,*- can be assigned to each operation. These are stock or non-stock materials that are required to execute the work. 3#($.4*+(,!#%-(.#4%- (#!*((5- that are required for the work to be executed are also assigned to the operation.

In the 4(-*!(6%#6+%7, you can enter and display the estimated costs, and display planned costs, actual costs and actual revenues for the entire order.

In the )'#*,%#!(6%#6+%7, you can maintain additional internal and external partners (for example, reponsible employees) for the order.

If the order has several reference objects, these are entered in the (/8%4*!5+-*. If there are several notifications for the order, these are also available in the object list.

ÂŠ SAP AG

TERP10

10-56

!"#$"%&"$'()*+%!,()*+-

! .)"$/(%$+("0 ! 1$+$"'($%'%-$"2)/$%*"#$"%3"*4%'%-$"2)/$% +*()3)/'()*+ ! &"$'($%3*"%'+%$5)-()+6%+*()3)/'()*+ ! &*47)+$%-$2$"'8%+*()3)/'()*+-%)+%*+$%*"#$" ! 1$+$"'($%3"*4%'%-'8$-%*"#$"%)($4 ! 9:(*4'()/'880%6$+$"'($%(;$%*"#$"%3"*4%'% 4')+($+'+/$%)($4

ďŁŠ SAP AG 2006

You can create service orders "#$%&'(). You must enter at least the order type and planning plant to do this.

Other methods to create service orders are: # Generate a service order from a service notification # Create for an existing notification # Combine several notifications in one order # Generate from a sales order item # Automatically generate the order from a maintenance!item

You can create service orders "#$%&'(). You must enter at least the order type and planning plant to do this.

While creating or changing a *%$+#&%!,-'#.#&/'#-,0!you can create a service order from the notification. This means that the notification and order are assigned to one another.

You achieve the same result if you create an order using the function 12$%/'%!.-$!,-'#.#&/'#-,1. If several notifications are combined for an order, these will appear in the order object list.

You can automatically generate a service order for planning, executing, and confirming services sold within the framework of this sales order from a */(%*!-$"%$!#'%3. This is also the case for returns and repairs processing. Control then occurs via the requirements type and the requirements class of the sales order item. Moreover, the material that has been entered in the sales order item must have an entry in the table "service products".

You can generate service orders from maintenance items at regular intervals within the framework of 3/#,'%,/,&%!4(/,,#,5.

ÂŠ SAP AG

TERP10

10-57

!"#$%&'#() 4%33#%1%23&5%+%67%5 *&$$+&,&($-.&#)+$

*&$$+&,&($.&#)+$

4"#%.&0(+$1%23& 63%1

9%7%2$%: ;%"5628 .%576+%&(50%5

*&$$+&,&($-/"#$#

<(2&5%7%2$%: ;%"5628 .%576+%&(50%5

!"#$#

*"+,-#$./ 0(+$1%23.

%&'&()&#

Company

%&'&()&#

!"#$#

*"+,-#$./ 0(+$1%23.

*6##628& 0(+$1%23

Company

*6##628& 0(+$1%23

ďŁŠ SAP AG 2002

The service order type controls whether the service order is "#$#%&#'(#)"*%+!or %,-. The following order types exist in the standard setting: " !"#$: Service order with assignment to a sales order item (that is, item of a service contract or of a sales order) - non revenue-bearing " !"#%: Service order without assignment to a sales item - revenue-bearing " !"#&: Service order for returns and repair processing (assigned to item of the customer repairs order) - non revenue-bearing ! Value flow in a .#"$*/#!,"0#"!-1)-!*.!"#$#%&#'(#)"*%+: " When posting /,%2*"3)-*,%., /,.-. are posted to the service order. " If a (*44*%+!0,/&3#%-!is created for a service order that is a revenue object, "#$#%&#.!are posted to the service order. " The "#.&4- of the service order that is revenue-bearing is the difference between the revenues and the costs. " This result is charged to the settlement receiver of the service order during .#--4#3#%-. The settlement receiver is a result object from Profitability Analysis (CO-PA), for example. ! Value flow in a .#"$*/#!,"0#"!-1)-!*.!%,-!"#$#%&#'(#)"*%+5 " When posting /,%2*"3)-*,%., /,.-. are posted to the service order. " If a (*44*%+!0,/&3#%-!is created for a service order that is non revenue-bearing, "#$#%&#.!are posted directly to the superior sales document item. " Costs are charged to the superior sales document item during the .#--4#3#%-!of the service order. " The "#.&4-!can be analyzed on the sales document item level. " When the sales document is .#--4#0, the result is charged to the settlement receiver of the sales document item (for example, the result object).

ÂŠ SAP AG

TERP10

10-58

8$%3+.$69 !"#$%&'(: ,%).$006;()<

!"#$%&'( )*$%'#+)& ,-%./'0$ %$1-+0+#+)& ,-%./'0$6)%5$% 7%5$% %$($'0$ 4))506%$.$+*# Company

2&3)+.$ %$.$+*#

ďŁŠ SAP AG 2002

Depending on the order type, the system generates one or more "#$%&'()!$)*#+(+,+-.( ,one purchase requisition per external operation, when you save or release an order.

In Purchasing, purchase orders are generated from the "#$%&'()!$)*#+(+,+-.(. The purchase order items are assigned to the account for the service order, in other words, the service order is debited with the costs of the procurement process. The system displays purchase requisitions and purchase orders in the document flow for the order.

/--0(!$)%)+",(!with reference to these purchase orders can be entered as soon as the order is released.

When valuated goods receipts for external services are entered, the service order is debited with the order value.

The service order is automatically credited or debited by invoicing differences on +.1-+%)!$)%)+",.

You can display the goods receipts entered in the list of goods movements for the order and in the document flow.

ÂŠ SAP AG

TERP10

10-59

4$%3+.$69 !"#$%&'(6:;+#/64$%3+.$64/$$#<= ,%).$006>();

!"#$%&'( )*$%'#+)& ,-%./'0$ %$1-+0+#+)& ,-%./'0$6)%7$% 8%7$% %$($'0$ 4$%3+.$ $&#%5 4$%3+.$ '..$*#$7 Company

2&3)+.$ %$.$+*#

ďŁŠ SAP AG 2002

When external operations for services are entered in a service order, "#$%&'#!"(#'&)&'*+&,-" are created for the operation. These specifications consist of one or more service numbers with information on the service quantity or from text items.

Depending on the order type, the system generates one or more (.$'/*"#!$#0.&"&+&,-"!when you save or release an order.

In Purchasing, "#$%&'#!(.$'/*"#!,$1#$" are generated from the purchase requisitions. The purchase order items are assigned to the account for the service order, in other words, the service order is debited with the costs of the procurement process. The system displays purchase requisitions and purchase orders for the order in the document flow.

The services performed are entered in the function 23#$%&'#!#-+$45!using service entry sheets.

When the services performed have been *''#(+#1, the service order is debited with the order value.

The service order is automatically credited or debited with invoicing differences on &-%,&'#!$#'#&(+.

ÂŠ SAP AG

TERP10

10-60

!"#$"%&$'$()$

*234%4(4$") *234%4(4$") Put in process

*+(+,)% *+(+,)% -&./.0*.1-&./.0*.1-

Release

 SAP AG 2002

When you perform the function "#$%!&'!()*+,--", the shop papers can be printed and the order is released (status ’RELEASED’) and saved at the same time.

The function ".,/,0-," is used to release the order without a printout (without saving automatically).

The following functions can only be executed once the order has been released: " Printing of shop papers " Posting costs to the order ,time confirmations, material withdrawals, goods receipt postings, and so on. " Revenue postings to the order by generating billing documents " Technical and business completion of the order

Depending on the settings for the order type, you can check the 010&/02&/&%3 of capacity, materials, and production resources and tools when you release an order. You can also configure the system reaction in the event of non-availability ,no reaction, warning, or error message.

Moreover, a -,%%/,4,'%!)$/, containing details of the settlement receiver can be automatically defined when an order is released.

TERP10

10-61

!"#$"%&'()*"+,-*'( ! .'"/*(0%-*+$1%2(-$"(,3%,4-*5*-6 ! 78-$"(,3%9$"5*4$9 :''#9%"$4$*;<$"5*4$%$(-"6%9=$$-

! >4-*5*-*$9 >4-*5*-6%"$;'"-9 &'+;3$-*'(%4'()*"+,-*'(%-$8-9

! ?,-$"*,3%;'9-*(09 @3,(($#%A*-=#",A,39 B(;3,(($#%A*-=#",A,39 :''#9%"$4$*;-%)'"%;C"4=,9$% '"#$"

! !DE$4-%4=,(0$9 ďŁŠ SAP AG 2006

! ?$,9C"$+$(-%5,3C$9F4'C(-$"% "$,#*(09

All relevant information that has been created during execution of the order is entered during order confirmation.

This information includes the "#$%&!'#%()* by your technicians.

Services performed by a third party are documented as +##*&!%),)-./& or &)%0-,)!)1/%2!&"))/&, depending on the type of purchase order.

The 3,/-0-/-)& performed are described in one or more 1#/-4-,3/-#1& for the order. Completion confirmation texts can also be created during the entry of time confirmations.

The system posts both 53/)%-36!'-/"*%3'36& from the warehouse and +##*&!%),)-./& of materials ordered directly from the vendor.

789),/!,"31+)&, such as conversion tasks or the installation and dismantling of equipment, are documented as changes to the master data for the corresponding technical objects.

:)3&$%)5)1/!036$)&!and!,#$1/)%!%)3*-1+&!are entered in the form of measurement documents for the technical object.

The confirmation of internal services, material withdrawals, notification data, and measurement documents on one screen is possible using the ;70)%366!,#5.6)/-#1!,#14-%53/-#1; function.

In the component /%30)6!)<.)1&)&, you can enter your travel expenses and assign them to the service order. In this way, travel expenses are posted to the service order and can be charged to the customer.

ÂŠ SAP AG

TERP10

10-62

!"#$%&'"(!")*+",-./))/01

!"#$%#&'())(*+&"#1/#2%

• 3#*#"$%#&,4*$0(.&(%#02

• !"#$%#&'())(*+&"#1/#2%

2"&3/'" $&,"&

./))/01--------&"4%"#+

!"#$%#& '())(*+& ,-./0#*%

./))/01,$'%7"0+

Company

560*7/'/+"7#

 SAP AG 2002

During "#$$#%&, the system generates '(%)*#+!#,-*. from the information about the expenses involved (for example, costs for material and personnel). Before a billing request is created, you see a modifiable overview screen that enables you to determine what the billing request should look like, and which amounts should be calculated, postponed, or canceled. You generate the billing request from this overview screen.

You can work on this screen, for example, to simulate prices or save the dynamic items.

There are two ./**)0#1),#2%!levels: " First level: The system summaizes the data records for the overview screen of the dynamic items. " Second level: The system generates a billing request using the data from the dynamic items. If necessary, the system summairzes the data again. Summarization depends on the settings in the dynamic item processor profile.

The "#$$#%&!0-3/-., is a special form of sales order and forms the basis of the billing document. Each item in the billing request has a material number that is determined by a material determination procedure defined using the dynamic item processor profile.

You can create a billing request using single or collective processing. The functions "Create billing document", "Process billing due list", and "Batch billing" are available to you for creating "#$$#%&! '2+/*-%,..

TERP10

10-63

!"#$"%&$''($)$*' &$''($)$*'% "$-$,+$"

! &$''($)$*'%/%01"'2$"%3((.-3',.*%.4%-.5'5% 3*#%"$+$*1$5%4."%3*%."#$"%'.%'2$% 5$''($)$*'%"$-$,+$"6578 ! 92$5$%3"$%(.-3'$#%,*%'2$%5$''($)$*'%"1($8 !"#$# %&'&()&# &$"+,-$ ."#$"

! 92,5%-3*%:$%31'.)3',-3((;%#$'$"),*$#% :35$#%.*%'2$%."#$"%2$3#$"%#3'3%$*'$"$#8 ! <3*13(%-23*=$5%'.%'2$%5$''($)$*'%"1($% 3"$%>.55,:($8

ďŁŠ SAP AG 2006

Settlement = Further allocation of costs and revenues for an order to the settlement receiver(s).

These are located in the settlement rule.

This can be automatically determined based on the order header data entered.

Manual changes to the settlement rule are possible.

Prerequisites for the settlement of a service order: # The order must be released. # A settlement rule must exist. # The order must contain costs or revenues that have not yet been settled.

Settlement can be performed as many times as required.

The order type determines which "#$$%#&#'$!(#)#*+#(!$,-#" are possible and which type will be proposed as a default.

Possible settlement receiver types are: G/L account, cost center, order, WBS element, asset, material, network, profitability segment, sales order, and business process.

A -(./*$01*%*$,!"#2&#'$ is a combination of account assignment features, such as company code, sales organization, division, customer, and article. It is used in Profitability Analysis (CO-PA).

ÂŠ SAP AG

TERP10

10-64

!"#$%&'(%)*+*',*%-'&./#0#%0'%$1*%2*3+04*%53(*3

!"#,-).(#$-'(/%0"

!"#$%&'#()(*(+'

7#$0:&$*%%;.&'%%%-4$,&. 6'$*3'&.%#*3+04* 78$*3'&.%#*3+04* 9&$*30&. 5$1*3%4"#$#

;.&'%%%-4$,&. 6'$*3'&.%#*3+04* 78$*3'&.%#*3+04* 2<&3*%<&3$# -,80.0&3/%:&$*30&. =3&+*.%*8<*'#*#

)*+*',*# )*+*',*# 2*3+04* "3(*3

ďŁŠ SAP AG 2006

Costs and revenues are collected and displayed on the order header level. Revenues are only posted to the order if the order type is classified as revenue-bearing.

There are two views for costs and revenues.

Estimated, planned, and actual costs as well as quantities are shown in the "#$%&!'#(&)*+, overview. A value category contains one or more cost elements.

The planned and actual costs as well as quantities structured by cost elements appear in the cost report -$#..&/0#'(%#$!'*1-#+23*. (CO report).

Estimated costs can be entered manually as long as the order has not been released.

4$#..&/!'*3(3 are determined according to the planning data for the order, operations and components. This occurs every time you save the order or call up the function "Costing".

Revenues cannot be estimated. Planned revenues occur when a billing request is created.

5'(%#$!'*3(3 are the result of completion confirmations and other cost postings to the order.

5'(%#$!+&"&.%&3 result from the creation of billing documents for the order.

ÂŠ SAP AG

TERP10

10-65

!"#$%&"'(#)"#'*#+&",,-'.+/%&'!0112#3

>+0'2#"'5+:'2?@"'6+! 4)"56%73'25)'/"#7+#1'68"'/82,",'+7'68"'!"#$%&"'(#)"# /#+&",, ! 4)"56%73'68"'%56"9#26%+5,'/+%56,':%68'+68"#'13!;* <=*'/#+&",,",'

 SAP AG 2006

TERP10

10-66

!"#$%&%'($)*(($#)+,",-$.$"#/01(#2.$%)3$%4'5$6 7"'#)31..,%8

G21),%$)"2E),@<$)#26 ! 9'(#)#:$)2%-,"';,#'2",<)(#%15#1%$()'")!"#$%&%'($) *(($#)+,",-$.$"#),"=)'")01(#2.$%)3$%4'5$ ! >$?'"$)#:$)#$5:"'5,<)2@A$5#()1($=)'")#:$)!"#$%&%'($) *(($#)+,",-$.$"#),"=)'")01(#2.$%)3$%4'5$ ! B$%?2%.)#:$)02%%$5#'4$)+,'"#$","5$)&%25$(() ! C=$"#'?8)#:$)%$&2%#'"-),"=),",<8('()#22<()1($=)'") !"#$%&%'($)*(($#)+,",-$.$"#)) ! C=$"#'?8)#:$)D$8)'"#$-%,#'2")&2'"#()E'#:)2#:$%).83*B) !FB).2=1<$(

 SAP AG 2006

TERP10

10-67

TERP10

10-68

!"#$%&'($(! )*'+,!"*+$%-%'($!.(($+!/0'*+$*0*&$! 12-'&,!1$&3*'&04!567$&+(! At the conclusion of this exercise, you will be able to: • Display the structure of functional locations • Display an equipment master record The functional location is used to map an enterprise’s complex technical systems such as welding, engine assembly, and vehicle assembly. The representation is based on a hierarchy of functional locations, which is defined using a structure indicator. An equipment master is maintained by an enterprise in order to maintain transactional data for its individual business objects, such as pumps, motors, and welding machines. As a project team member, you need to understand the structure and function of technical objects used in Plant Maintenance. 1-1

Display the Structure of a Functional Location. 1-1-1 Display the structure display of clarification plant ## and determine the functional location labels of the valves in the pump station of the biological cleaning. Clarification Plant: _____________________

1-2

Display a Functional Location master record. 1-2-1 Display the functional location ##-B02 and determine the following: Maintenance Planning Plant_______________________ Cost Center____________________________________ Main Work Center ______________________________

1-3

Display the equipment master record for equipment 1"89::. 1-3-1 What is the Description? 1-3-2 What is the Maintenance Plant? 1-3-3 What is the Cost Center? 1-3-4 What is the Construction Type? 1-3-5 What is the Functional Location

TERP10

10-69

TERP10

10-70

!"#$%&'"$()*)#+(&,++($&-.#"$("."/(& 01*#/%&21))(/$#3(&-.#"$("."/(&4)1/(++& At the conclusion of these exercises, you will be able to: • Create a maintenance notification • Create a maintenance order from a maintenance notification • Release a maintenance order • Perform planned and unplanned material withdrawals • Perform a completion confirmation • Technically complete a maintenance order The first step in the corrective maintenance cycle is to create a notification. The notification contains information about the equipment or functional location as well as the reason for the notification. After you create the notification, you will then convert it into a maintenance order. The order is the most important component in planning maintenance tasks. Operations and spare parts are planned in the order. The order also serves as a cost collector. As the work is done on the order, material needs to be withdrawn from inventory. Material withdrawals can either be planned or unplanned. A planned material withdrawal is when the material is listed on the order. An unplanned material withdrawal is when during the repair process an unexpected piece of material was needed. You will enter both types of material withdrawals. Along with material withdrawals, labor also needs to be charge to the order. Using the completion confirmation transaction you will record the actual labor hours worked for the order. You will also technically complete the order. 2-1

Create a Maintenance Request. 2-1-1 Create a maintenance request for equipment P-1000-N001: a new welded joint is to be made on the casing of the pump motor. Enter a damage description. 2-1-2 Save the maintenance request. Maintenance Notification Number ____________________________

TERP10

10-71

2-2

Create a Maintenance Order by converting the Maintenance Request 2-2-1 The next step in the corrective maintenance process is to create a maintenance order using order type !"#$. Using the notification that you created in the previous exercise, you will convert it to an order within the change notification transaction. Assign the order to work center %&"'(( and to business area $###) !"#$% *

2-3

Assign material 100-600, from the BOM to the order. Perform an availability check to verify that the component has sufficient inventory to cover the requirement quantity.

2-4

Save your order. Maintenance Order Number ____________________________

2-5

Display the Planned/actual comparison for your order. 2-5-1 What are the planned costs for cost element 400000? ___________________________________________ 2-5-2 What are the planned costs for cost element 655901? ________________________________________

2-6

Order Release 2-6-1 To be able to post any inventory transactions or completion confirmations, your orderâ&#x20AC;&#x2122;s status must equal released. Release your maintenance order from exercise 2-4. !

2-7

Enter a Planned Material Withdrawal 2-7-1 Withdraw the reserved material with reference to your maintenance order from exercise 2-4. What material is withdrawn? ________________________________________________ 2-7-2 Post the goods issue.

2-8

Perform a Completion Confirmation** 2-8-1 It took you two hours to fix the pump. You must charge the time to your order using the overall completion confirmation transaction.

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TERP10

10-72

2-9

Technically Complete an Order 2-9-1 The work on the pump is completed, therefore, you need to technically complete the order and the notification. 2-9-2 What is the status of the order after the technical completion? _________________________________________________ 2-9-3 What are the consequences of the technical completion of a maintenance order? __________________________________________________ __________________________________________________ __________________________________________________

2-10

View the actual costs of your order for each value category. 2-10-1 Which value categories have actual costs? __________________________________________________ __________________________________________________

ÂŠ SAP AG

TERP10

10-73

TERP10

10-74

!"#$%&'"$()*)#+(&,++($&-.#"$("."/(& 01*#/%&2(*1)$#"3&."4&,".56+#+& At the conclusion of this exercise, you will be able to: • Process a maintenance order list • Process a material usage report • Perform a location analysis using the Plant Maintenance Information System You want to be able to process evaluations to analyze costs, damage, usage times, etc. , You also want listings of maintenance orders or maintenance notifications. As a project team member, you need to understand the different reporting and analysis tools available in Plant Maintenance. 3-1 Process a standard report that lists all completed maintenance orders for equipment P-1000-N001. 3-1-1 You would like to see planned and actual costs on the report and you would also like the report to be sorted by descending order numbers. 3-1-2 You would like to see the order details for the maintenance order that you created, but you are not sure of the order number. On the List of Orders report, how could you determine which of the orders is the one that you created? ______________________________________________________ 3-1-3 Display the details of your order. Can you make any changes to your maintenance order? Why not? ______________________________________________________ 3-2 Perform a location analysis for the current and previous fiscal years for maintenance plant 1000. 3-2-1 Determine which piece of equipment incurred the greatest overall costs. _____________________________________________________

TERP10

10-75

TERP10

10-76

!"#$%&'()$*+,-&.,-/#0,& 1*2#0%&.#+23,&4-5,-&6-*0,))#"7& At the conclusion of these exercises, you will be able to: • Create a service notification with a service order • Place the orders in process • Confirm the work times and material withdrawls • Perform resource related billing for a service order A customer calls and reports a problem. A technician needs to be dispatched to the customer to solve the problem. The technician needs materials to perform the work. The customer is billed for the work. 4-1

Creating a service notification with a service order. 4-1-1 Your customer informs you that their network server has broken down. Create a service notification. Use the notification type 6-*83,+& "*$#9#0:$#*". 4-1-2 Which notification number is assigned by the system? Notification Number ____________________________ 4-1-3 Enter a suitable notification problem description in the notification short text. Enter the Equipment 1;'.<=>> as the reference object. What customer is assigned to the notification? Customer number: ______________________ Select the Notification priority as high. Select a damage code. 4-1-4 From the notification, create a service order to deploy the technician. Confirm the default information for the service order: Order Type: .?@A Planning Plant: =A@0 Business Area: B@@@ Main work center: 6';.<CDE63:"$&=A@@ 4-1-5 In the first operation of the service order, enter a planned work time of four hours. 4-1-6 Set the order to !"#$%&'())*#. Print the shop papers without a dialog box. 4-1-7 What order number is assigned? Order number __________________________

TERP10

10-77

4-2 Confirm the order 4-2-1 Enter the confirmation for technicianâ&#x20AC;&#x2122;s time and material used! Use the function !"#$%&&'(!)*&#+,!-'(!-.,$)%+,!-. 4-2-2 Choose the path: /0+$%1'!'2#++,-31, choose profile "#$$$%, and save the settings. 4-2-3 Enter the order number and use /-+#r to confirm. 4-2-4 For the first operation, enter a actual time of three hours. Enter a second time for operation 10. Enter a actual time of one hour, and change the default activity type to %&%' ()*+,-./01*23! Enter a goods issue for the material 45%%6$, quantity % from plant %6$$, storage location $$$%. 4-2-5 Technically complete the order and save the confirmation data. 4-3 Resource-related billing 4-3-1 Create a billing request in Individual processing for your service order. What number does the billing request have? Billing request: _______________________ 4-3-2 What net value is charged to the customer? Net value: ___________________________ 4-3-3 Delete the billing block and create a billing document directly from the billing request.. 4-3-4 Save the billing document What number does the billing document have? Billing document: _____________________ 4-3-5 Choose the function 4,1*&%5'6,&&,-3'7!(8)#-+. 4-3-6 Enter the billing document number and display the print output on the screen. Use /0#(8+# to confirm the two dialog boxes that appear.

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TERP10

10-78

!"#$%&'#()! *('&+!,(&-./.')-!0))-&!12'(&-(2(3-! 4#/'3+!4-35('32$!678-3&)! 1-1

Display the Structure of a Functional Location. !"#$%&$'%(!()*+,&(-+$,&.,+,'.(!(-+,+#./.,&("0(1.'2,$'+*(345.'&%(!( 67,'&$",+*(!"'+&$",(!(8&97'&79+*(:$%;*+<(9:;<=>(! Enter the following data on the ?%(3&'#(2$!@#32&'#(!"&.%3&%.-+!"-$-3&'#( screen: ! ?'-$A!

B2&2!-(&.C!

Functional Location

Levels below

Location Hierarchy

Selected

Expand Assembly

Selected

Select the =>.'7&. icon 1-1-1 Display the structure display of the 3$2.'D'32&'#(!/$2(&!EE and determine the functional location labels of the valves in the pump station of the biological cleaning functional location. Valves in Pump Station for Biological Cleaning: Expand Biological Cleaning, Pump Station and Pump Sets to determine the Valves used in the Clarification Plant. ??@ABC@CD! ??@ABC@CA! ??@ABC@ED! ??@ABC@EA! Exit the structure display.

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TERP10

10-79

1-2

Display a Functional Location master record. !"#$%&$'%(!()*+,&(-+$,&.,+,'.(!(-+,+#./.,&("0(1.'2,$'+*(345.'&%((!( 67,'&$",+*(!"'+&$",(!(8$%9*+:(!"#$%&((' On the ()*+,-.'/0123)41-,'#42-3)415'"1)3)-,'627881 enter functional location 99: ;$<. 1-2-1 Display the functional location 99:;$< and determine the following: Select the #42-3)41'tab Maintenance Plant (;<<<' Select the =7>-1)?-3)41 tab Cost Center =;;< Main Work Center -.'2+,$> Exit the functional location master record.

1-3

Display the equipment master record for equipment @AB:99. !"#$%&$'%(!()*+,&(-+$,&.,+,'.(!(-+,+#./.,&("0(1.'2,$'+*(345.'&%((!( ?@7$9/.,&(!(8$%9*+:(!"A$%&((' On the ()*+,-.'AC0)+D8135'"1)3)-,'627881 enter equipment @AB:99E 1-3-1 What is the Description? ?*.'&A$'()7/9(<<; 1-3-2 What is the Maintenance Plant? Select the #42-3)41 tab. ;<<< 1-3-3 What is the Cost Center that this piece of equipment is assigned? Select the =7>-1)?-3)41 tab. =;;< 1-3-4 What is the Construction Type? Select the 637023078 tab. )B;<<< 1-3-5 What is the Functional Location? CCBD<E' Exit the equipment master record.

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TERP10

10-80

!"#$%&'"$()*)#+(&,++($&-.#"$("."/(& 01*#/%&21))(/$#3(&-.#"$("."/(&4)1/(++& 2-1

Create a Maintenance Request !"#$%&$'%!!!()*+&,-*$+&.+*+'.!!!-*$+&.+*+'.,(/"'.%%$+#!!&0"&$1$'*&$"+! !"2/.*&.,345.'$*)6"!&&-*$+&.+*+'.,7.89.%&!56789: 2-1-1 Create a maintenance request for equipment P-1000-N001: a new welded joint is to be made on the casing of the pump motor. Enter a damage description. •

Enter the following data on the 2)(.$(&4-&;1$#<#/.$#1"%&-.#"$("."/(& )(=>(+$&screen:

! ?#(@A&&

B.$.&'"$)C&&

Description - (which is to the right of the Notification field)

Weld Joint Fitting - ##

Equipment

P-1000-N001

! Select the '"$() icon. The functional location and other data from the equipment master record are filled in. 2-1-2 Save the maintenance request. Select the,4*:.,$'"+;& Select the 'D#$&icon. When prompted if you want to save your data, select ;1. & Maintenance Notification Number ____________________________ 2-2

Create a Maintenance Order by converting the Maintenance Request • !"#$%&$'%,!,()*+&,-*$+&.+*+'.,!"-*$+&.+*+'.,(/"'.%%$+#,!,0"&$1$'*&$"+, !"2<*+#.,56788:& • On the 2E."F(&4-&;1$#<#/.$#1"%&6"#$#.@ screen, your notification number defaults. Select the '"$() icon.,, 2-2-1 The next step in the corrective maintenance process is to create a maintenance order using order type 4-GH. Using the notification that you created in the previous exercise, you will convert it to an order within the change notification transaction. Assign the order to work center 0I-'JJ and to business area HGGGK

TERP10

10-81

!"#$%&#'%(")&#*+#,-$./.0($.-"1#+(."$&"("0&#2&34&5$#506&&"7#5&8&0$#$%&# '6&($&#.0-"7#9%.0%#.5#$%&#:.&0&#-/#:(:&6#.0-"#$-#$%&#6.)%$#-/#$%&#!6;&6#/.&8;<#! In the "#$%&$!'#($# dialog box, enter the following data: ! )*$+(!!

,%&%!-.&#/!

Order type

PM01

Business area

1000

Main work center

T-ME##

Select the -.&$# icon 2&=(."#."#$%&#-6;&6#/-6#$%&#/-88-9.")#&>&60.5&5# ! 2-3

Assign material 100-600, from the BOM. Perform an availability check to verify that the component has sufficient inventory to cover the requirement quantity. Select the Components tab. ?"#$%&#8-9&6#:-6$.-"#-/#$%&#506&&"7#5&8&0$#$%&#@.5$#A4$$-"<##B.$%."#$%&#5$640$46&#8.5$7# &>:(";#*CDEEE#AF#5&8&0$.")#$%&#(66-9<##'8.0G#-"0&#-"#DEECHEE#I4::-6$#A(5&7#$%&"# 5&8&0$#$%&#'%--5&#J)6&&"#0%&0GK#.0-"<#'%(")&#$%&#6&34.6&=&"$#34("$.$F#$-#-"&<#! Perform the Availability Check. Select the componentâ&#x20AC;&#x2122;s row and then select the "0$12!3%&$#*%+!%4%*+%5*+*&/!icon in the lower portion of the screen. In the "6.7*#3%&*6.!8#696:%+!screen, verify that the required quantity can be confirmed on the requested date, and then select the "6.&*.;$!button.

2-4

Save your order. Select the I(L& icon. Maintenance Order Number ____________________________

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TERP10

10-82

2-5

Display the Planned/actual comparison for your order. • !"#$%&$'%(!()*+,&(-+$,&.,+,'.(!"-+$,&.,+,'.()/"'.%%$,#(!(0/1./( ( !"23+,#.!"#$%&'! • On the Change Order: Initial screen, your order number defaults. Select the Enter icon. Within the order, select 45&/+%(!"2"%&(/.6"/&%(!(()*+,,.17+'&8+*('"96+/$%",(! Or within the order, select the Costs tab and then select the :.6"/&()*+,,.17+'&8+*(button. 2-5-1 What are the planned costs for cost element 400000? ;<=;<(+,%>./(9+?(@+/?(1.6.,1$,#(",(6*+,,$,# 2-5-2 What are the planned costs for cost element 655901? A=BA(+,%>./(9+?(@+/?(1.6.,1$,#(",(6*+,,$,#! Exit the report and the maintenance order.

2-6

Order Release !"#$%&$'%!!!)*+,&(-+$,&.,+,'.!!!-+$,&.,+,'.()/"'.%%$,#!!!0/1./(! !"23+,#.("#$%&!! On the ()*+,-!./0-/1!#+232*4 screen, your order number defaults. Select the 5+3-/!icon. 2-6-1 To be able to post any inventory transactions or completion confirmations, your order’s status must equal released. Release your maintenance order from exercise 2-4.! C.*.'&(&3.(:.*.+%.($'",(D&3.(#/..,(E*+#($'",F= Select the 6*7-!icon.

2-7

Enter a Planned Material Withdrawal !"#$%&$'%!!!)*+,&(-+$,&.,+,'.(!!-+$,&.,+,'.()/"'.%%$,#(!(2"96*.&$",( 2",E$/9+&$",!!!G""1%(-"@.9.,&!!!G""1%(-"@.9.,&!"89::'!!! On the 5+3-/!;<<0=!8<7->-+31!#+232*4 screen, enter the following data: ?2-40!

@*3*!-+3/A!

Movement type

261

Plant

1000

Storage Location

0001

Select the H"(0/1./ button. Enter your order from exercise 2-4.

TERP10

10-83

2-7-1 Withdraw the reserved material with reference to your maintenance order from exercise 2-4. What material is withdrawn? !""#$""! 2-7-2 Post the goods issue. Select the %&'( icon. 2-8

Perform a Completion Confirmation!! • )*+,-.,/-!→!01&2.34&,2.(2&2/( →!4&,2.(2&2/(305*/(--,2+!→!6*781(.,*23 3 6*29,57&.,*2!→ :2.5;!→!<'(5&1136*781(.,*2!6*29,57&.,*23"#$%&'! • %(1(/.3:=.5&-3→3%(..,2+-3&2>3/?**-(385*9,1(304"""@A3-&'(3.?(3-(1(/.,*23 3 85*9,1(B! • C?(385*9,1(3>(.(57,2(-3.?(31&;*D.3*93.?(3/*29,57&.,*23-/5((2B3 On the ()*+,--!./01-*23/4!./453+0,23/4 screen, type in your order number, from exercise 2-4 and then select the 642*+ icon. 2-8-1 It took you two hours to fix the pump. You must charge the time to your order using the overall completion confirmation transaction. E*D3F,113(2.(53;*D531&G*53?*D5-3,23.?(3C,7(36*29,57&.,*23-(/.,*23*93.?(3 -/5((2B3E*D3F,113&1-*3,2>,/&.(3.?&.3.?(3*5>(53,-39,2&11;3/*29,57(>A3/1(&53 *8(235(-(5'&.,*2-A3&2>32*3F*5H3,-35(7&,2,2+B33! ! 73*-8!!

9,2,!642+:!

Act. Work

F (Final confirmation)

Select

C (Clear open reservations) Select N (No remaining work)

Select

Select the %&'(3icon. 2-9 Technically Complete an Order • )*+,-.,/-3!301&2.34&,2.(2&2/(3!"4&,2.(2&2/(305*/(--,2+3!3<5>(53 3 !"6?&2+(3"#$;&'! • On the .<,4=*!(+8*+>!#4323,- screen, your order number defaults. Select the 642*+ icon.! 2-9-1 The work on the pump is completed, therefore, you need to technically complete the order as well as the notification. Within the order, select <5>(53!"ID2/.,*2-3!336*781(.(3 !"6*781(.(J.(/?2,/&11;K3! In the 6*781(.( dialog box, verify that the 6*781(.(32*.,9/.2-3indicator is selected. By selecting this indicator, you are also technically completing the notification. Select the 6*2.,2D( icon. © SAP AG

TERP10

10-84

2-9-2 What is the status of the order after the technical completion? • (

!"#$%&$'%(!()*+,&(-+$,&.,+,'.(!"-+$,&.,+,'.()/"'.%%$,#(!(0/1./( !"23+,#.(!"#$%&'

•

On the ()*+,-'./0-/1'"+232*4 screen, your order number defaults. Select the 5+3-/ icon.

(

43.(%&+&5%("6(&3.("/1./($%(47208'

2-9-3 What are the consequences of the technical completion of a maintenance order? 43.("/1./('+,(,"(*",#./(9.('3+,#.18' 0/1./(%&+&5%(.:5+*%(47208' 05&%&+,1$,#(/.%./;+&$",%(+/.('*.+/.18' 05&%&+,1$,#('+<+'$&=(*"+1%(+/.(/.>";.18' 05&%&+,1$,#(<5/'3+%.(/.:5$%$&$",%(+/.(+%%$#,.1(+(1.*.&$",(6*+#8' ' 2-10 View the actual costs of your order by value category • !"#$%&$'%(!()*+,&(-+$,&.,+,'.(!"-+$,&.,+,'.()/"'.%%$,#(!(0/1./( ( !"23+,#.(!"#$%&'' •

On the(()*+,-'./0-/1'"+232*4'screen, your order number defaults.''Select the 7,&./ icon'

Select the 2"%&% tab. 2-10-1 Which value categories have actual costs? ?,&./,+*(!+9"/' ?,&./,+*(-+&./$+*@A<+/.%' 0;./3.+1' Exit the order.

TERP10

10-85

TERP10

10-86

!"#$%&'"$()*)#+(&,++($&-.#"$("."/(& 01*#/%&2(*1)$#"3&."4&,".56+#+& 3-1

Process a standard report that lists all completed maintenance orders for equipment P-1000-N001. • !"#$%&$'%(!()*+,&(-+$,&.,+,'.(!"-+$,&.,+,'.()/"'.%%$,#(!(0$%&"/1( !"2/3./(!$%&(!"45+,#.(789:;<& • On the =>."3(&?-&@)4()%&A(5(/$#1"&1B&@)4()+ screen, deselect the order status indicators for Outstanding and In Process and select the Completed indicator. Enter equipment ?CDEEECFEED in the equipment field. Select the 67.'8&. icon. 3-1-1 You would like to see planned and actual costs on the report and you would also like the report to be sorted by descending order numbers. •

9.*.'&(&5.(48//.,&($'",:((2,(&5.(/$#5&(5+,3(%$3.('5""%.(;"&+*(<*+,,.3( '"%&%(+,3(;"&+*(+'&8+*('"%&%:((=;"(%.*.'&(>"&5(+&(&5.(%+?.(&$?.(8%.(&5.( %5$@&(A.1:B((9.*.'&(95"C(%.*.'&.3(@$.*3%:(;5.,(%.*.'&(&5.(;/+,%@./(=#/..,( '5.'AB($'",:&

•

(;"(%"/&(&5.(/.<"/&(>1(3.%'.,3$,#("/3./(,8?>./%D(%.*.'&(&5.(2/3./( '"*8?,(&5.,(&5.(9"/&($,(E.%'.,3$,#(2/3./($'",:&

3-1-2 You would like to see the order details for the maintenance order that you created, but you are not sure of the order number. On the List of Orders report, how could you determine which of the orders is the one that you created? ;5.(@$.*3%(6,&./.3(>1("/()*+,,./(F/"8<('"8*3(>.(+33.3(&"(1"8/(/.<"/&:(( G33(6,&./.3(>1(@$.*3(&"(1"8/(/.<"/&(>1(%.*.'&$,#(&5.(48//.,&($'",(+,3(&5.,( '5""%.(6,&./.3(>1(+,3(&5.,(95"C(%.*.'&.3(@$.*3%:& 3-1-3 Display the details of your order. Can you make any changes to your maintenance order? Why not? E"8>*.('*$'A(",((1"8/("/3./:((& H"('5+,#.%('+,(>.(?+3.(>.'+8%.(&5.(%&+&8%("@(&5.("/3./($%(;642:& ((( (

67$&(&5.(/.<"/&:&

3-2 Perform a location analysis for the current and previous fiscal years for maintenance plant 1000. • !"#$%&$'%(!()*+,&(-+$,&.,+,'.(!"I,@"/?+&$",(91%&.?(!(9&+,3+/3(G,+*1%.%( ( !"!"'+&$",&7-=8:<& • On the G1/.$#1"&,".56+#+%&A(5(/$#1" screen, enter 1000 in the Maintenance Plant field. Change the analysis period to inlcude both the previous and the current fiscal years. • Select the 67.'8&. icon. © SAP AG

TERP10

10-87

3-2-1 Determine which equipment number incurred the greatest overall costs. !"#"$%&%'"&!()%$'&*+)##*,(-&./%%,-&0-*&$',,1"&23/)45"-%&%'"-&%'"& 6,-%)-/"&)$,-7&! !"#"$%&%'"&8,%0#&0$%7$,1%1&$,#/5-&0-*&$',,1"&%'"&&!,+%&)-&*"1$"-*)-9&,+*"+& )$,-7! 8,&0**&%'"&"3/)45"-%&-/5."+&0-*&%'"&"3/)45"-%&*"1$+)4%),-:&$',,1"& !"%%)-91→&6'0+0$%"+)1%)$&*)14#0;&→<";&0-*&*"1$+)4%),-7! 8,&)-$+"01"&%'"&()*%'&,=&%'"&"3/)45"-%&$,#/5-:&$',,1"&!"%%)-91→& 6,#/5-&()*%'→&6'0+0$%"+)1%)$&→ 2-%"+&0&()*%'&,=&>?&! 2@)%&%'"&+"4,+%7&&A,&-,%&10B"&%'"&0-0#;1)17! !

TERP10

10-88

!"#$%&'()$*+,-&.,-/#0,& 1*2#0%&.#+23,&4-5,-&6-*0,))#"7& 4-1

Creating a service notification with a service order. 4-1-1 Your customer informs you that their network server has broken down. Create a service notification. Use notification type Problem notification. !"#$%&$'%(!()*%&"+,-(.,-/$',(!(.,-/$',(0-"',%%$1#(!(2"&$3$'4&$"1(!( )-,4&,(5.6,'$478(!(0-"97,+(2"&$3$'4&$"1(5:;<=8& 4-1-2 Which notification number is assigned by the system? .,,(2"&$3$'4&$"1(3$,7>(& (2"&$3$'4&$"1(2*+9,-(?????????????????????& 4-1-3 Enter a suitable notification problem description in the notification short text. Enter the Equipment number 18'.9:;; as the reference object. What customer is assigned to the notification? Customer number: ___________________ Select the Notification priority as high. Select a damage code. 2"&$3$'4&$"1(%@"-&(&,A&B(.,-/,-(C-,4D>"E1& (

."7>F&"F64-&GB(HF).IJJ&

(

KL*$6+,1&B(HF).KMJJ&

(

0-$"-$&GB(N$#@

4-1-4 From the notification, create a service order to deploy the technician. Confirm the default information for the service order: Select(.,-/O(P->,-O& Enter the following data in the dialog box: Order Type: SM02 Planning Plant: 1200 Business Area: 8000 Main work center: PC-SERV/Plant 1200 Choose !"#$%.& 4-1-5 In the first operation of the service order, enter a planned work time of four hours. Select the &'$%(#)*"+,tab In the -*%.(field, for Operation 10, enter a value of <=&

ÂŠ SAP AG

TERP10

10-89

4-1-6 Set the order to “in process”. Print the shop papers without a dialog box. !

Select the !"#$%&$!'()*++,!icon.!! In the dialog box, accept the default setting of !'%&#$-.($(&/%&*$-%&0(-1 Choose!2(&#%&"*$34&#*'51!

4-1-7 What order number is assigned ?! """""""""""""! Exit the transaction. 4-2

Confirming the order 4-2-1 Enter the confirmation for technician’s time and material used" Use the function (6*'7//$)(89/*#%(&$)(&:%'87#%(&. !

#$%&'(&)'!!!*+'($,-.!/-.0&)-!!!/-.0&)-!1.$)-''&2%!!!*$23&.,4(&$2!!! 52(.6!!!70-.488!*$,98-(&$2!*$23&.,4(&$2!#$%&':!

4-2-2 Choose the path: 4;#'7+$!$<*##%&=+, choose profile ()***+, and select <76*. 4-2-3 Enter the order number and use Enter to confirm. !

4-2-4 For the first operation, enter an actual time of three hours. Enter a second time for operation 10. Enter a actual time of one hour, and change the default activity type to +&+, #-./01!234.56" In the second line enter +*!in the >9*'7#%(&.?)#%6%#@$field. Enter a value of +! in the ?)#1-('A$field$and +&+,! in the ?B@1$field! Enter a goods issue for the material R-1120, quantity 1 from plant 1200, storage location 0001. In the C((0+$D(6*8*&#$section, enter Material: R-1120, Quantity 1 ! Plant 1200, Storage Location 0001. 4-2-5 Technically complete the order and save the confirmation data. Select the B*)E1$)(89/*#%(&$button. Select <76*.

4-3

Resource-related billing 4-3-1 Create a billing request in Individual processing for your service order. What number does the billing request have? #$%&'(&)'!!!*+'($,-.!/-.0&)-!!!/-.0&)-!1.$)-''&2%!!!*$,98-(&$2!!! ;&88&2%!<-=+-'(!!!1.$)-''!>2?&0&?+4886!@A1BC:! Enter the Service Order number you created. Select the <76*$F%//%&=$'*G"*+# button. The billing request is displayed. 4-3-2 What net value is charged to the customer? !

DE-!2-(!048+-!499-4.'!4F$0-!G!.&%E(H!

TERP10

10-90

4-3-3 Delete the billing block and create a billing document directly from the billing request. Choose the dropdown in the !"##"$%&'#()* field and scroll up to find a blank space. Click on the blank space. To create the billing document, choose !"#$%&'()*+$,-&!&./##/,0& 4-3-4 Save the billing document. What number does the billing document have? Select +,-.!"" "

#$%&'(")*"+,'"&-..-/0"1)2$%'/+3"4''"565+'%"%'5570'!""

4-3-5 Choose the function /"01#,2&!"##"$%&3()45.$6. 1(0/%-/)%&!&2*%-(+$3&!$34/)$&!&!$34/)$&53()$%%/,0&!&2(+6#$-/(,&!& ./##/,0&'()*+$,-&!&7/%6#"8&9:;<=>" 4-3-6 Enter the billing document number and display the print output on the screen. Use 78.)46. to confirm the two dialog boxes that appear. Enter the billing document number and choose&./##/,0&'()*+$,-&!&?%%*$& @*-6*-&A(" Choose&9:"$6&1:.-".;B"

ÂŠ SAP AG

TERP10

10-91

TERP10

10-92

!"#$%!&'()!*+',-#./#! 1.

Determine whether this statement is true or false. The usage list displays all the pieces of equipment that have been installed in chronological order.

Determine whether this statement is true or false. Equipment is defined as a collection of physical objects that are maintained as individual autonomous units.

Why would you create functional locations to structure your systems? _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

Determine whether this statement is true or false. In the Corrective Maintenance process, maintenance requirements are collected within notifications and then dealt with during order processing.

Fill in the blanks to complete the sentence. The ______________ displays an overview of the objects involved in the order.

ÂŠ SAP AG

TERP10

10-93

TERP10

10-94

!"#$%&#' 6.

Determine whether this statement is true or false. The usage list displays all the pieces of equipment that have been installed in chronological order. !"#$%&(')&*%' )+%'*#,-%'./#0 1/#2.,3#',..'0+%'2/%4%#'56'%7*/28%"0'0+,0'+,9%':%%"'/"#0,..%1'/"' 4+&5"5.5-/4,.'5&1%&;''

Determine whether this statement is true or false. Equipment is defined as a collection of physical objects that are maintained as individual autonomous units. !"#$%&('<,.#%' =7*/28%"0'/#'1%6/"%1',#',"'/"1/9/1*,.'2+3#/4,.'5:>%40'0+,0'#+5*.1':%' 8,/"0,/"%1',#',"',*05"585*#'*"/0;''

Why would you create functional locations to structure your systems? !"#$%&(' ?,/"0%","4%'0,#@#'+,9%'05':%'2%&65&8%1',"1'&%45&1%1',0'0+/#'.54,0/5";' )%4+"/4,.'1,0,'+,#'05':%'#05&%',"1'%9,.*,0%1'59%&','.5"-'2%&/51'56'0/8%;' =66%40#'56'0+%'*#,-%'45"1/0/5"#'5"'0+%'/"#0,..%1'%7*/28%"0'+,9%'05':%',",.3A%1;' B5#0#'56'8,/"0%","4%'0,#@#'"%%1'05':%'85"/05&%1;'

Determine whether this statement is true or false. In the Corrective Maintenance process, maintenance requirements are collected within notifications and then dealt with during order processing. !"#$%&(')&*%' C"'0+%'B5&&%40/9%'?,/"0%","4%'2&54%##D'8,/"0%","4%'&%7*/&%8%"0#',&%' 45..%40%1'$/0+/"'"50/6/4,0/5"#',"1'0+%"'1%,.0'$/0+'1*&/"-'5&1%&'2&54%##/"-. '

10.

Fill in the blanks to complete the sentence. The ______________ displays an overview of the objects involved in the order. !"#$%&(')+%'5:>%40'./#0'1/#2.,3#',"'59%&9/%$'56'0+%'5:>%40#'/"95.9%1'/"'0+%' 5&1%&;

ÂŠ SAP AG

TERP10

10-95

TERP10

10-96

!"#$%!&'()!*+',-#./#! 11.

Determine whether this statement is true or false. The usage list displays all the pieces of equipment that have been installed in chronological order.

12.

Determine whether this statement is true or false. Equipment is defined as a collection of physical objects that are maintained as individual autonomous units.

13.

14.

Determine whether this statement is true or false. In the Corrective Maintenance process, maintenance requirements are collected within notifications and then dealt with during order processing.

15.

Fill in the blanks to complete the sentence. The ______________ displays an overview of the objects involved in the order.

ÂŠ SAP AG

TERP10

10-97

TERP10

10-98

!"#$%&'$! 16.

Determine whether this statement is true or false. The usage list displays all the pieces of equipment that have been installed in chronological order. "#$%&'(!)'*&! )+&!*$,-&!./$0 1/$2.,3$!,..!0+&!2/&4&$!56!&7*/28&#0!0+,0!+,9&!:&&#!/#$0,..&1!/#! 4+'5#5.5-/4,.!5'1&';!!

17.

Determine whether this statement is true or false. Equipment is defined as a collection of physical objects that are maintained as individual autonomous units. "#$%&'(!<,.$&! =7*/28&#0!/$!1&6/#&1!,$!,#!/#1/9/1*,.!2+3$/4,.!5:>&40!0+,0!$+5*.1!:&! 8,/#0,/#&1!,$!,#!,*05#585*$!*#/0;!!

18.

Why would you create functional locations to structure your systems? "#$%&'(! ?,/#0&#,#4&!0,$@$!+,9&!05!:&!2&'65'8&1!,#1!'&45'1&1!,0!0+/$!.54,0/5#;! )&4+#/4,.!1,0,!+,$!05!:&!$05'&!,#1!&9,.*,0&1!59&'!,!.5#-!2&'/51!56!0/8&;! =66&40$!56!0+&!*$,-&!45#1/0/5#$!5#!0+&!/#$0,..&1!&7*/28&#0!+,9&!05!:&!,#,.3A&1;! B5$0$!56!8,/#0&#,#4&!0,$@$!#&&1!05!:&!85#/05'&1;!

19.

Determine whether this statement is true or false. In the Corrective Maintenance process, maintenance requirements are collected within notifications and then dealt with during order processing. "#$%&'(!)'*&! C#!0+&!B5''&40/9&!?,/#0&#,#4&!2'54&$$D!8,/#0&#,#4&!'&7*/'&8&#0$!,'&! 45..&40&1!%/0+/#!#50/6/4,0/5#$!,#1!0+&#!1&,.0!%/0+!1*'/#-!5'1&'!2'54&$$/#-. !

20.

Fill in the blanks to complete the sentence. The ______________ displays an overview of the objects involved in the order. "#$%&'(!)+&!5:>&40!./$0!1/$2.,3$!,#!59&'9/&%!56!0+&!5:>&40$!/#95.9&1!/#!0+&! 5'1&';

ÂŠ SAP AG

TERP10

10-99

!"#$"%&'%()'!"#*+,- .%(%$+&+(-

8#(-+(-19 ! !"#*+,-'/-"0,-0"+1 ! !"#*+,-'!2%((3($ ! !"#*+,-'40)$+-3($ ! !"#*+,-'56+,0-3#( ! !+"3#)75()'82#13($

 SAP AG 2006

TERP10

11-1

!"#$"%&'%()'!"#*+,-'.%(%$+&+(-/'0(1-'23*+,-14+5

F-'-7+',#(,=851#('#A'-715'8(1->'B#8'D1=='3+'%3=+'-#/ ! 6+5,"13+'-7+'3%51,')%-%'85+)'1('%'9"#*+,-: ! ;<9=%1('-7+'9"#*+,-'9=%((1($>'38)$+-1($>' +<+,8-1#(>'%()'9+"1#)?+()',=#51($'5-+95'1(' 9"#*+,-'&%(%$+&+(-: ! @)+(-1AB'-7+'C+B'1(-+$"%-1#('9#1(-5'D1-7'#-7+"' &BEF! ;G!'9"#,+55+5:

 SAP AG 2006

TERP10

11-2