Blueprint Training Presentation: Material UseOctober 10, 2006

Project GoalsImplement SAP Plant Maintenance system

Provide integration with Finance, HR, and MaterialsAllow enhanced scheduling and planning for work assignmentsProvide work scheduling as well as management reporting toolsAccommodate the use of mobile technology to reduce paperworkAccommodate the use of GIS with SAPImprove automated updates to customers about the status of workImplement a Preventive Maintenance system for buildings, areas, and equipmentUtilize standard SAP functionality to collect utility usage and cost information for recharge calculations

The Maintenance ProcessIdentify the WorkPlan the WorkDo the WorkRecord What was DoneHistory/AnalysisPreventive Maintenance

The Maintenance ProcessIdentify the WorkPlan the WorkDo the WorkRecord What was DoneHistory/AnalysisPreventive MaintenanceWeb Request Phone CallPriority / DatesLabor RequiredPartsParts IssuedPurchase ReqsHours WorkedCommentsCodesProceduresSchedulesTechnical HistoryBreakdownsCosts

The Maintenance ProcessSAP NotificationIdentify the WorkPlan the WorkDo the WorkRecord What was DoneHistory/AnalysisPreventive MaintenanceSAP Work OrderSAP Goods IssueSAP Purchase OrderSAP Order ConfirmationSAP Task ListSAP Maintenance PlanUK Business Warehouse

How are Materials Used in SAP Plant Maintenance?PlannedStock Materials may be planned on work orders. Planning a stock material results in a Reservation being created in the storeroom. The Storeroom can then pick, stage, and deliver the materials as required.Non-stock materials and services may be planned on work orders. This results in a Purchase Requisition being created. This requisition is then processed by procurement and the materials are delivered to the University.Text Items These a instructions or comments about the materials required for a work order. This may be a note to bring a ladder or supplies (like electrical tape).UnplannedStock Materials may be issued directly to a work order. Storeroom personnel will issue the material and charge it to the work order number. The name of the person receiving the material is also recorded.

How are Materials Found to Plan on a Work Order?By DescriptionThere are many ways to search for materials. The description is used quite often for maintenance orders. Wildcards may be used. Examples include: *bearing* - which will find all materials with bearing in the description or *filter*16* which will find all materials with filter and 16 (like Filter, Air, 16x20x1) .By Bill of MaterialBills of Material (parts lists) may be created for any Building, Floor, Room, or Equipment. These list the parts frequently used to maintain that item. Parts may be directly selected from the BOM.By Task ListTask Lists are maintenance procedures which include parts and labor. These may be created for any Building, Floor, Room, or Equipment. Including a Task List on an order will also include any materials on that Task List.

Planning Materials on an Order

Planning Materials on an OrderThis is the order created in the last session.

Planning Materials on an OrderThis example will search by description.

Planning Materials on an OrderThis will search for all materials with light in the description.

Planning Materials on an OrderA list of matches is displayed. Click on the desired part.

Planning Materials on an OrderNote the required quantity.

Planning Materials on an Order

Planning Materials on an OrderTo select a material from the BOM, the List button is used.

Planning Materials on an OrderThe BOM lists the materials and recommended quantities. Select as many items as are required and click the check mark.

Planning Materials on an Order

Planning Materials on an OrderNote that another line was added for 2 light bulbs and a third line with a note.

Planning Materials on an OrderTo use a Task List, click Change Work Order. (Note: A Task List could also be used when creating the order.)

Planning Materials on an Order

Planning Materials on an OrderFollow this menu path to select a Task List to include.

Planning Materials on an OrderThe system will prompt whether you wish to delete the planning you have done. If you answer Yes the Task List will replace what you have entered; otherwise the Task List will be in addition to what you have entered.

Planning Materials on an Order

For More Information:

Ben Crutcher: ben@email.uky.edu

IRIS Webpage: www.uky.edu/IRIS/