project advaita - indian institute of technology , roorkee notification... · date: 30th july 2016...
TRANSCRIPT
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 1
PROJECT ADVAITA
SAP IMPLEMENTATION IIT ROORKEE
USER MANUAL Complaint Notification
MODULE: PLANT MAINTENANCE
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 2
Table of Contents Lesson 1: Overview of SAP Plant Maintenance Notifications ............................................... 3
Lesson 2: Terms and Concepts ............................................................................................ 4
1. Notification Creation ....................................................................................................... 5
2. Order Creation ................................................................ Error! Bookmark not defined.
2.1 Order Creation with Notification ................................... Error! Bookmark not defined.
2.2 Order Creation without Notification .............................. Error! Bookmark not defined.
2.3 Issue of Material Against the order .............................. Error! Bookmark not defined.
2.4 Acceptance of External Services ................................. Error! Bookmark not defined.
2.5 Order Confirmation ...................................................... Error! Bookmark not defined.
2.6 Technical Completion of Maintenance Order ............... Error! Bookmark not defined.
2.7 Order Settlement ......................................................... Error! Bookmark not defined.
2.8 Business Completion ................................................... Error! Bookmark not defined.
3. Preventive Maintenance .................................................. Error! Bookmark not defined.
3.1 Maintenance task lists ................................................ Error! Bookmark not defined.
3.2 Maintenance Plan ....................................................... Error! Bookmark not defined.
3.3 Maintenance Plan Scheduling .................................... Error! Bookmark not defined.
3.4 Overview of Maintenance Plan ................................... Error! Bookmark not defined.
4. Calibration Maintenance ................................................. Error! Bookmark not defined.
4.1 Equipment Task lists ................................................... Error! Bookmark not defined.
4.2 Calibration Order Processing ....................................... Error! Bookmark not defined.
4.3 Inspection Lot Selection .............................................. Error! Bookmark not defined.
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 3
Lesson 1: Overview of SAP Plant Maintenance Notifications
A Plant Maintenance Notification is a request to have work done at your site by the Maintenance and Operations Department.
Overview
Principals, Secretaries, Building Administrators, and Service Center personnel will initiate Maintenance Notifications for Maintenance & Operations.
Notifications are not an authorization to perform maintenance work activities but a request for services. A Maintenance Order represents the authorization to perform maintenance work activities.
Factors such as problem/resolution determination, required resources and availability, required parts/materials and availability, financial resources required and funding availability all affect the response to the notification. Proper classification of a Maintenance Notification is also an essential part of this process.
Benefits of using SAP for Plant Maintenance
Reduced response time for delivery of maintenance services
Reduction /elimination of duplicate data entry
Full integration with other SAP modules (Financial/Controlling for all financial transactions, Human Resources for employee information)
Check status of PM Notifications and Work Orders
Better reporting and queries
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 4
Lesson 2: Terms and Concepts
Plant Maintenance Notification A notification is a request for work. This must be created from each site so that
Maintenance & Operations is aware that work needs to be done.
Work Order The work order is the document that gives the “go-ahead’ for maintenance work to
proceed. It contains the plan of where, when, how, and by whom the work will be
done and where the cost will be taken care for the materials and services used
against the order.
Technically Complete (TECO) This means that the work order has been closed.
Notification Type A notification type is a key that determines the kind of maintenance and the
department scheduled to do the work. Notifications can be corrective (CM) or
special order (Z1 to Z8, ZS), Vehicle Notification (TR).
Functional Location A functional location refers to an organization unit that is to be maintained, such as
a department or other building site.
Equipment Equipment refers to the physical object that needs to be repaired or maintained as
an autonomous unit.
Work Center (Shops) A work center is a group of people who perform maintenance responsibilities. For
Example: Plumbers or Electricians.
Status This lets everyone know what the progress is for any particular work order. There is
several business transactions involved in issuing a work order status: Posting time
and other follow-up costs after the job has been technically completed (TECO).
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 5
1. Notification Creation
Creation of Notification.
Trigger:
BUSINESS PROCESS PROCEDURE OVERVIEW
A Notification describes a trouble at an object (Functional Location, Equipment) which affects its performance in some respect but not immediately needs to be changed. It may or may not need to be changed as per condition.
Create/Process maintenance notification
Create/Process maintenance order
Material / External service cost capturing in maintenance order
Acceptance of the services (If External Services)
Confirmation of Maintenance Order
Complete maintenance notification
Complete maintenance order
Settle maintenance order costs
Business completion of maintenance Order
Input- Required Fields Field Values/ Comments
Notification Type Z1, Z2, Z3, Z4, Z5, Z6, Z7, Z8, Z9, ZS, IT, TE
Reference Object Functional Location, Equipment
Output – Results Comments
The output is a Notification document, which can contain functional location or equipment, Date and time, Reported by, Damage and cause code (If Needed), Work Center, Plant, Planner group
A Maintenance Notification is used to describe the condition of technical objects in the PM System, and request to the operation / maintenance department to perform a necessary task that needs to be carried out and to document the performed work.
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 6
Following notification has been defined for IIT Roorkee.
Notification Type Description
Z1 General Notification
Z2 Breakdown Notification
Z3 Elec. Complaint E&W
Z4 Civil Complaint E&W
Z5 Water(S) Complaint
Z6 Sanitation Comp E&W
Z7 Horti. Complaint E&W
Z8 Consumer Grev- Elec
Z9 Scrap Notification
ZS Shutdown Notification
TE Telephone Exchange
TR Vehicle Requisition
CM Corrective Notification
IT IT and Network Compl
Types of Plant Maintenance Notifications
1. General Notification (Z1) This type of maintenance will be used
where there is general information to be given to the rest of the departments to and from E&W.
2. Complaint E&W (Z3 to Z7) This is maintenance that will fix something
that is broken. This is the type that you will create most often and will be department specific in E&W.
3. Consumer Grev- Elec (Z8) This is a non-maintenance upgrade. This
maintenance type will help to the consumer to create and check if they find any kind of the discrepancy in the electric bill.
4. Telephone Exchange (TE) This type is maintenance that will fix
something that is related to telephone exchange and needs to be fixed.
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 7
5. IT and Network Compl (IT) This type is maintenance that will fix
something that is related to IT and network complaint and needs to be attended on the priority basis so that the internet will be working and no problem can occur in future.
Procedural Steps
ID: PM Title: Processing – Notification Creation
Business process: Maintenance Notification
Transaction code:
IW21, IW22, IW23,
IW28, IW29
Menu path: Logistics Plant maintenance
Maintenance Processing Notification Create
(General) (IW21)
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 8
Double click and you will get the following screen:
Put the cursor on the Notification Type field and press F4,
When you Press F4, the following screen will appear
Press F4
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 9
Select the required Notification Type and Press F4.
The Following Initial Screen of Creating the Notification Type will appear:
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 10
For Residences
Identify the Reference object, which is malfunction (trouble), this can be a functional location for all the residences or for the department buildings where the problem is there. Press F4 after clicking on the Functional Location position. The following screen occurs:
Functional Location Position
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 11
The following screen occurs:
Click here and change the selection to
Structural Display
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 12
For residences write RES and click on button from where you can select the residence.
For Departments, enter the department code and click on execute from where you can give the exact location.
From the structure the exact location or residence where you want to do the maintenance.
Select the required equipment and click on
The data corresponding to the selected functional location/ equipment will be automatically filled in the notification screen as shown:
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 13
Change the user status from selecting the user status button and select the SUBMIT TO E&W Status if it for the residence from the list as shown:
If it is from the department, then the OC In charge needs to submit to the HOD first and then only the notification will be processed further.
Date: 30th July 2016 Prepared By: Anshul Chelawat Page Number : 14
After selecting the Status click on .
For Residences, once you select the Submit to E&W, click on button to put the notification in process so that the work can be carried out further.
For Departments: click on button only so that the notification can be processed further.
Click on button, so that the complaint will be saved and note down the notification number which will be unique and will be same till the problem is resolved.