wt_cs_193_bpd_en_xx_v4607

SAP VP WT4.1.607

June 2014

English

Internal Maintenance (193)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP VP WT Internal Maintenance (193): BPD

Copyright

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Example text Cross-reference to general Mapping Sheet provided with the SAP Value Prototyping ‘world template’. The value to be entered is different for each country and listed in the Mapping Sheet.

Example text Cross-reference to the respective FI Mapping Sheet provided with the SAP Value Prototyping ‘world template’. The value to be entered is different for each country and listed in the Mapping Sheet.

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Contents

1 Purpose.................................................................................................................................. 5

2 Prerequisites.......................................................................................................................... 5

2.1 Master Data and Organizational Data.............................................................................5

2.2 Roles............................................................................................................................... 6

2.2.1 Defining Queries for Personal Object Worklist (POWL)...........................................6

3 Process Overview Table.........................................................................................................9

4 Process Steps...................................................................................................................... 10

4.1 Creating a Technical Object of Type “Machines”...........................................................10

4.2 Creating an Internal Repair Order.................................................................................11

4.3 Creating a Purchase Order............................................................................................13

4.3.1 Optional Printing Purchase Order..........................................................................15

4.4 Confirming the Goods Receipt......................................................................................17

4.5 Entering the Invoice for External Maintenance..............................................................18

4.6 Changing Technical Object...........................................................................................21

4.7 Time Recording (211)....................................................................................................22

4.8 Displaying Planned/Actual Costs...................................................................................23

4.9 Closing the Internal Repair Order - Technically.............................................................25

5 Follow-Up Processes............................................................................................................26

5.1 Period End Closing CO Orders (189)............................................................................26

6 Appendix.............................................................................................................................. 26

6.1 Reversal of Process Steps............................................................................................26

6.2 SAP ERP Reports.........................................................................................................27

6.3 Used Forms...................................................................................................................28

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Internal Maintenance

1 Purpose The scope item with the internal maintenance of a piece of equipment processed by an employee.

2 Prerequisites

2.1 Master Data and Organizational DataA range of indispensable master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company, as well as master data that suits its operational focus, for example, master data for materials, vendors, customers, and so on.

This master data usually consists of standardized SAP Best Practices default values and enables you to go through the process steps of this scope item.

Additional Master Data (Default Values)

You can test the scope item with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information about creating master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Service

Service Plant

Master data Value Master/org. data details

Comments

Company code 1000 Company Code 1000

Plant 1010 Production Plant 1000

Vendor 310000013 Vendor Services

If you want to send form print outs via e-mail instead of using the print functionality make sure that you have maintained a valid e-mail address in the vendor master data

For details please refer to the

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Master data Value Master/org. data details

Comments

following documents:

Create Vendor Master (155.14)

Printing: Forms adaptation guide.doc

Purchase organization 1000 Purch. Org. 1000

Person 910203 Demo Employee-F

Material You can use material with or without material number for purchase.

2.2 Roles

UseThe following roles must have been installed to test this scope item in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scope item. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

Prerequisites

The business roles have been assigned to the user who is testing this scope item.

Business role Technical name Process step

Employee (Professional User)

SAP_NBPR_EMPLOYEE_S Assignment of this role is necessary for basic functionality.

Maintenance Employee

SAP_NBPR_MAINTENANCE_S Creating a Technical Object of Type “Machines”,

Creating an Internal Repair Order,

Displaying Planned/Actual Costs,

Closing the Internal Repair Order - Technically

Purchaser SAP_NBPR_PURCHASER_S Creating a Purchase Order

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK_S

Confirming the Goods Receipt

Accounts Payable Accountant

SAP_NBPR_AP_CLERK_S Entering the Invoice for External Maintenance

2.2.1 Defining Queries for Personal Object Worklist (POWL) The following queries must be defined to test this scope item in the SAP NetWeaver Business Client (NWBC). You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.

The queries are necessary to access role-specific worklists in the SAP NetWeaver Business Client (NWBC).

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For more information about creating queries, see the section Creation of Queries in Personal Object Working Lists (POWLs) in the Quick Guide to Implement the SAP Best Practices Baseline Package (DE) document.

Query for Purchase Order (POWL) Business Role: SAP_NBPR_PURCHASER_S, Purchaser

NWBC menu path: Purchasing Purchase Order Purchase Order Purchasing Documents.

Business role

Application Object Type

Variant Name

Variant Selections

Selection Criteria

Query Name

Purchaser Purchase Order

Purchase Orders

- - Company Code: 1000

Vendor: 310000013

All Purchasing Documents

ResultYou can now process the step Optional Printing Purchase Order in the scope item Internal Maintenance (193).

Query for Goods Receipt (POWL) Business Role: SAP_NBPR_WAREHOUSECLERK_S, Warehouse Clerk

NWBC menu path: Warehouse Management Receiving Purchase Order Goods receipt.

Business role

Application

Object Type

Variant Name

Variant Selections

Selection Criteria

Query Name

Warehouse Clerk

Goods receipt

Purchasing Documents Ready for Goods Receipt

- - Company Code: 1000

Plant: 1010

Purchasing Documents Ready for Goods Receipt_1

ResultYou can now process the step Confirming the goods receipt in the scope item Internal Maintenance (193).

Query for Invoicing (POWL)Business Role: SAP_NBPR_AP_CLERK_S, Accounts Payable Accountant

NWBC menu path: Accounts Payable Posting Invoices Invoice.

Business role


Variant Name

Variant Selections

Selection Criteria

Query Name

Accounts Payable Accountant

Invoice Purchasing Documents Ready for

- - Company Code:

Purchasing Documents Ready for

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Business role


Variant Name

Variant Selections

Selection Criteria

Query Name

Invoicing 1000 Invoicing

ResultYou can now process the step Entering the Invoice for External Maintenance in the scope item Internal Maintenance (193).

Query for Service Order (POWL) Business Role: SAP_NBPR_MAINTENANCE_S, Maintenance Employee

NWBC menu path: Product Maintenance Maintenance Processing Orders Service Order Worklist

Business role


Variant Name

Variant Selections

Selection Criteria

Query Name

Maintenance Employee

Service Order

Maintenance Orders

- - Order Status outstanding: x

In process: x

Service Order

ResultYou can now process the step Closing the Internal Repair Order - Technically in the scope item Internal Maintenance (193).

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3 Process Overview Table

Process step External process reference

Business condition

Business role

Trans-action code

Expected results

Creating a Technical Object

– – Maintenance Employee

IE01 Equipment is created.

Create an internal repair order


IW31 Internal repair order and purchase requisition is created.

Create a purchase order

- – Purchaser ME21N Purchase order for third-party services and materials is created

Confirming the goods receipt

- – Warehouse Clerk

MIGO_GR Goods receipt is posted

Entering the Invoice for external maintenance

- – Accounts Payable Accountant

MIRO Invoice is posted

Changing Technical Object

- – Maintenance Employee

IE02 Equipment is changed

Time Recording 211: Time Recording

– See 211 scope item

See 211 scope item

See 211 scope item

Displaying Planned/Actual Costs


IW33 Check the planned and actual costs

Closing the Service Order technically


IW32 Set the status Technically complete.

Settlement Service Orders

189: Period End Closing CO Orders


See 189 scope item

See 189 scope item

Closing the Service Order – Business View

189: Period End Closing CO Orders


See 189 scope item

See 189 scope item

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4 Process Steps

4.1 Creating a Technical Object of Type “Machines”

UseThe business object Equipment is an individual, physical object that is to be maintained independently. It can be installed in a technical system or as a part of a technical system.

You can manage all types of device as pieces of equipment (for example, production utilities, transportation utilities, test equipment, production resources/tools, buildings, PCs).

Procedure

You can use the following style if the SAP GUI and the SAP NWBC descriptions only diverge in the navigation options. For diverging descriptions, see the examples in the Template Appendix.

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Plant Maintenance Management of Technical Objects Equipment Create (General)

Transaction code IE01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role Maintenance Employee

(SAP_NBPR_MAINTENANCE_S)

Business role menu Product Maintenance Management of Technical Objects Equipment Create Equipment

2. On the Create Equipment: Initial screen, make the following entries:

Field name Description User action and values Comment

Valid On <Valid On> Enter today’s date

Equipment category <Equipment category> M

3. Confirm your entries with Enter.

4. On the Create Equipment: General Data screen, make the following entries:


Description Enter text of your choice that describes the equipment to be created.

For example,

printer


6. On the Location tab page, make the following entries:


MaintPlant (Plant) <MaintPlant> 1010


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8. On the Organization tab page, make the following entries:


Cost Center <Cost Center> 107001

Main Work Ctr <Main Work Ctr> SERV01


If you do not enter 1010 in addition to the main work center, the system issues a message. Confirm this message with Continue/Enter.

10. Choose Goto Multilingual Texts and enter the following data:

Lang. Sh Text

EN Printer

DE Drucker

11. Choose Back to return.

12. Confirm the Word processing dialog box with Yes.

13. Save your entries and make a note of the equipment number: _______________.

14. Choose Back to return to the SAP Easy Access screen (SAP GUI).

Or

Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).

ResultYou have successfully created the equipment in the system.

4.2 Creating an Internal Repair Order

UseIn this activity, you create an internal repair order for the damaged equipment. You plan any spare parts using the internal repair order. If the required spare parts are stock materials, you create a reservation; for non-stock materials you create a purchase requisition. In this example, we plan non-stock material and third-party services.

Procedure1. Access the transaction choosing one of the following navigation options:


SAP ECC menu Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General)

Transaction code

IW31

Option 2: SAP Net Weaver Business Client (SAP NWBC) via Business Role


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Business role menu

Product Maintenance → Maintenance Processing → Orders → Create Order

2. On the Create Order: Initial Screen, make the following entries:

Field name

Description User action and values

Comment

Order Type

<Order Type>

YBSI – Internal Repair Order

Equipment Search for the equipment using the input help (F4) (Equipment by equipment list tab).

3. On the Display Equipment: Equipment Selection screen, make the following entries:


Equipment selection area

Equipment description

Enter technical name of equipment created previously, for example, printer

General data area

Equipment category

M

If you have not yet created any equipment, use transaction IE01.

If you have more than one piece of equipment, select the correct equipment on the Display Equipment: Equipment List screen and choose Choose.

4. Choose Execute.

5. On the Create Internal Repair Order: Initial Screen, choose Header Data.

6. On the Create Internal Repair Order: Central Header screen, enter a description of your choice and choose Enter. The description is automatically entered in the Operations area.

7. Choose the Operations tab.

8. Enter the hours planned for maintenance in the Work field and choose Enter.

9. Select activity 0010 (operation, for which spare parts are required) and choose General (at bottom).

10. On the Create Internal Repair Order: General Operation Data screen make the following entries:


Component <Component> No entry

Description Spare part required <Description> Printer roll

Reqmtn Qty Quantity required <Reqmtn Qty> 1

Un Unit of measure <Unit> EA


12. On the Components tab, select item 0010 and choose Purch.(Data).

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13. On the Create Internal Repair Order: Component Detail Purchasing Data screen, check or enter the price of the material component (for example, 5 EUR) in the Price field and choose Back twice.

14. On the Create Internal Repair Order: Operation Overview screen, choose the Operations tab.

15. Deselect item 0010.

16. Create a new operation (third party). Make the following entries for line item 0020:

Field name Description User action and values

Comment

Control key <Control key> Change value to PM02

Operation short text

<Operation short text>

Enter a text describing the third party

Work <Work> Enter number of planned working hours


18. Select operation 0020 and choose External below the table.

19. Enter a price calculated for the third-party service (a price of your choice) in the Price field and choose Enter.

20. In the Operation qty, field change the Base Unit of Measure from H to AU.

21. Choose Header Data above the table.

22. Choose Release.

23. Confirm the information messages.

24. Save the entries and make a note of the maintenance order number: ____________.

When the system status changes to REL, the system automatically creates a purchase requisition.


Or


ResultYou have created the internal repair order and purchase requisitions for materials and third-party services.

4.3 Creating a Purchase Order

UseThe purpose of this activity is to formalize a specific requirement for a service or a material from the vendor by creating a purchase order.

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You now have the possibility to store the data of purchase orders as template for the data you use most of the time. To save the data to a template, choose Save as Template. To load data from a template, choose Load from Template.



SAP ECC menu

Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known

Transaction code

ME21N


Business role Purchaser

(SAP_NBPR_PURCHASER_S)

Business role menu

Purchasing → Purchase Order → Purchase Order → Create Purchase Order

2. On the Create Purchase Order screen, choose Document overview on.

3. Choose Selection Variant.

4. Choose Purchase requisitions.

5. On the Purchase requisitions screen, in the Purchase requisition number field, enter the PR number created earlier.

6. Choose Execute. The purchase requisition is displayed on the Create Purchase Order screen.

7. Drag the purchase requisition number into the shopping cart.

8. Make the following entries:


Vendor <Vendor> 310000013 Vendor Services


10. On the Invoice tab, in the Tax Code field, enter V1 for item 1[10] and choose Enter.

11. On the Invoice tab, in the Tax Code field, enter V1 for item 2[20] and choose Enter.

12. Confirm the message Can delivery date be met? with Enter or enter a different delivery date in the Deliv. Date field (for every item).

13. Save the purchase order.

14. Make a note of the standard purchase order number:_____________.


Or


ResultYou have created a purchase order for third-party services and materials.

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4.3.1 Optional Printing Purchase Order

UseThis activity can be performed after the purchase order is released.

If the purchase order is set to be printed immediately after it is saved and – if necessary – approved, this step is not necessary.



SAP ECC menu

Logistics → Materials Management → Purchasing → Purchase Order → Messages → Print/Transmit

Transaction code

ME9F




Business role menu

Purchasing → Purchase Order → Purchase Order → Message Output

2. On the Message Output screen, make the following entries:


Comment

Processing Status

<processing status>

Status 0 means that the processing program has not yet been started.

3. Select a document number, vendor, purchasing organization or purchasing group and choose Execute.

4. Select the purchase order number and choose Output Message. Your PO is printed out.

Result The purchase order has been printed out.

The default settings generate a print-out of an purchase order. If you prefer to send the purchase order to the vendor via e-mail, ensure that all requirements listed in the Quick Guide in the chapters Outbound e-mail configuration and Printing are being met and proceed as described below. If you want to switch from print out to sending forms via e-mail in general, check the document Printing: Forms adaptation guide.doc for details.



SAP ECC menu Logistics → Materials Management → Purchasing → Purchase Order → Change

Transaction code

ME22N

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2. Choose other purchase order, enter the respective PO order number choose Enter.

3. On the Standard PO xxx: created by xxx screen choose Goto → Messages.

4. On the Create Pur. Order:: Output screen select the line already created for the print output and choose Repeat output.

5. On the new line, change the Medium for Output Type NEU to 5 External send.

6. Select the new line with output type NEU and choose Communication Method.

7. Enter in the field Comm.Strategy the value CS01.

8. Change the Logical destination and enter the printer you have defined for the output via e-mail.

9. Choose Enter.

10. Choose Back (F3).

11. Save your entries.




Business role menu

Purchasing → Purchase Order → Purchase Order → Purchasing Documents

1. Select the active query All Purchasing Documents.

2. In the POWL shown beside mark the line with the Purchase order number created earlier and choose Change

3. Choose Edit Purchase Order.

4. On the Standard PO xxx: created by xxx screen choose (NWBC: Menu →) Goto → Messages.

5. On the Create Pur. Order:: Output screen select the line already created for the print output and choose Repeat output.

6. On the new line, change the Medium for Output Type NEU to 5 External send.

7. Select the new line with output type NEU and choose Communication Method.

8. Enter in the field Comm.Strategy the value CS01.

9. Change the Logical destination and enter the printer you have defined for the output via e-mail.

10. Choose Enter.

11. Choose Back (F3).


If the purchase order is set to be printed immediately after it is saved and – if necessary – approved, this step is not necessary.



SAP ECC menu

Logistics → Materials Management → Purchasing → Purchase Order → Messages → Print/Transmit

Transaction ME9F

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code




Business role menu

Purchasing → Purchase Order → Purchase Order → Message Output

2. On the Message Output screen, make the following entries:


Comment

Processing Status

<processing status>

Status 0 means that the processing program has not yet been started.

3. Select a document number, vendor, purchasing organization or purchasing group and choose Execute.

4. Select the purchase order number and choose Output Message. Your PO is printed out.

ResultThe Purchase Order was printed.

4.4 Confirming the Goods Receipt

UseConfirm the goods receipt of third-party services and materials.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Goods Movement Goods Receipt for Purchase Order GR for Purchase order

Transaction code MIGO_GR

2. On the Goods Receipt Purchase Order screen, enter the data provided in the following table:


(Executable action)

A01 Goods receipt Above the general tab page

(reference document)

R01 Purchase Order Above the general tab page

Purchase Order Purchase Order Number created earlier


4. On the Quantity tab page, check the material quantity in the Qty in unit of entry field.

5. Set the Item okay indicator (under the table).

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6. Choose Line 2.

7. Repeat steps 3-5 for the service item.



Or



Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management → Receiving → Purchase Order → Goods Receipt

1. Select the active query Purchasing Documents Ready for Goods Receipt_1.

2. In the POWL shown beside, mark the line with the purchase order created before and choose Create Material Document.

If you cannot find your document number in the POWL, choose Refresh in order to display all the documents relevant for the selection.

3. On the Quantity tab page, check the material quantity in the Qty in unit of entry field.

4. Set the Item okay indicator (under the table).

5. Choose Line 2.

6. Repeat steps 1-3 for the service item.


ResultYou have posted the goods receipt.

4.5 Entering the Invoice for External Maintenance

UseThe purpose of this activity is to create the invoice with reference to the internal repair order.



SAP ECC menu

Logistics → Materials Management → Purchasing → Purchase Order → Follow-On Functions → Logistics Invoice Verification

Transaction MIRO

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code

2. In the Company code dialog box, make the following entries, if requested:


Company Code <Company Code> 1000

3. On the Enter Incoming Invoice: Company Code screen, make the following entries:


Comment

Invoice Date Enter today's date

Reference (only relevant for Argentina) For the numbering of official documents in Argentina, a official number needs to be entered manually (the system do not create it automatically) the official document number has the following format:

XXXXANNNNNNNN

XXXX: 4 digit number for the issuing branch.

A: Print Character

NNNNNNNN: 8 digit field number.

For example, 0001A05230858

Bus.place/sectn (Only relevant for Thailand) For example, 6810

Purchase Order/Scheduling Agreement

Enter the purchase order number created earlier

If you use the NWBC, the purchase order number is copied from the POWL

4. Choose Enter and make the following entries:

Field name

Description User action and values Comment

Amount Enter price for third-party material and external maintenance

The price for all items included tax

Calculate tax

Select checkbox

Booking OK

Select checkbox For all items

Final Invoice

Select checkbox For all items

(Scroll right to find the column)

Make sure that the status traffic lights are green.

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5. Save your entries and write down the document number: __________

6. Confirm the message Let the system calculate the tax amount.



Business role Accounts Payable Accountant

(SAP_NBPR_AP_CLERK_S)

Business role menu Accounts Payable → Posting → Invoices → Invoice

1. Select the active query Purchasing Documents Ready for Invoicing.

2. In the POWL, select the line with the purchase order created earlier and choose Create Invoice Document.

If you cannot find your document number in the POWL, choose Refresh to display all the documents relevant for the selection.

3. In the Company code dialog box, make the following entries, if requested:


Company Code <Company Code> 1000

4. Choose Enter and make the following entries:


Comment

Invoice date Enter the actual date

Reference (only relevant for Argentina) For the numbering of official documents in Argentina, a official number needs to be entered manually (the system do not create it automatically) the official document number has the following format:

XXXXANNNNNNNN

XXXX: 4 digit number for the issuing branch.

A: Print Character

NNNNNNNN: 8 digit field number.

For example, 0001A05230858

Bus.place/sectn

(Only relevant for Thailand) e.g. 6810

Amount Enter price for third-party material and external maintenance

The price for all items included tax

Calculate tax Select checkbox

Booking OK Select checkbox For all items

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Final Invoice Select checkbox For all items

(Scroll right to find the column)

Make sure that the status traffic lights are green.

5. Save your entries

6. In the POWL mark the line with the purchasing document number.

7. Choose Document Tracing. (new screen)

8. Choose the Document Type Invoice in the Show for all Document Items field.

9. In the Purchase Order xxx: Invoices for Item xxxxx, Vendor xxx screen, the Document Number field displays the Invoice number.

10. In the POWL, select the next line item with the purchase order and repeat the steps 2-7 for the next position of the purchase order.

ResultYou have posted the invoice.

4.6 Changing Technical Object

UseThe purpose of this activity is to attach documents (For example, delivery note or memo of working steps) to technical objects directly using generic object services.

Procedure

1. Access the activity using one of the following navigation options:


SAP ECC menu Logistics Plant Maintenance Management of Technical Objects Equipment Change

Transaction code IE02




Business role menu Product Maintenance Management of Technical Objects Equipment Change Equipment

2. On the Change Equipment: Initial screen, enter the following values and choose Enter.

Field name Description User actions and values Comment

Equipment number

<equipment number> xxxxxxx Created in earlier step of Creating a Technical Object of Type Machines

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3. On the Change Equipment: General Data screen, choose Services for Object from the toolbar. Choose Create - Create Attachment.

4. On the Import File screen, choose the relevant folder with the document you want to attach. Double-click the document.

5. On the Change Equipment: General Data screen, choose Services for Object from toolbar. Choose Attachment List.

6. On the Service: Attachment List screen, the system displays the attached documents

7. Double-click the attached document to open it with the external editor.

8. Close the document.

9. On the Service: Attachment List screen choose continue.

10. Save your entries

4.7 Time Recording (211)

External Process

UseThe Cross-Application Time Sheet (CATS) is the tool used for recording time worked by an employee on a certain assignment. In this scope item the sales order is the focal point of the process as it collects labor.

ProcedureFor Option 1: SAP Graphical User Interface (SAP GUI)

Complete the activities 4.1 Recording Actual Working Times and 4.3 Time Sheet: Transferring to Target Components as described in the Business Process Documentation of the scope item: Time Recording (211).

To accomplish activities of the scope item, carry out the process steps in the relevant Business Process Documentation using the master data from the following table:


Comment

Data Entry Profile

Customized time sheet profile

<data entry profile>

YBCS SP Service Order

Key Date Date that determines the date range available in the time sheet

Accept default of today's date

The first time a time sheet is called up, the key date is not visible on the initial screen.

Personnel Number

Numeric key identifying a personnel record

<personnel number>

910203 Demo Employee-F

Field name

Description User action and values

Comment

ActTyp Activity type Leave empty The value is set automatically after all necessary fields are filled in

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and are confirmed with Enter

Rec.Order Receiver Order Type in the Service order number from step 4.2

Activity Activity Number Type in the Activity Number 0010

Hours Time worked on the receiving object

Any scope item hours

Example: 8

For Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Complete all prerequisite steps and the activities 4.1 Option 2.3 Recording Actual Working Times working with account assignment object: Service Order and 4.3 Time Sheet: Transferring to Target Components as described in the Business Process Documentation of the scope item: Time Recording (211).

To accomplish activities of the scope item, carry out the process steps in the relevant Business Process Documentation using the master data from the following table:


Comment

Personnel Number

Numeric key identifying a personnel record

<personnel number>

910203Demo Employee-F

Activity Type

Activity type Leave empty The value is set automatically after all necessary fields are filled in and are confirmed with Enter

Rec.Order Receiver Order Type in the service order number from step 4.2

Oper./Act. Activity number in Service Order

<Oper. Act.> for example, 0010Type in the Service Order Item number from the Service order step 4.2

<Date> Date on which the employee worked on the assignment

<Working Time in Hours>

Example: 8

4.8 Displaying Planned/Actual Costs

UseIn this activity you check the planned/actual costs – specified for value categories.

Procedure

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SAP ECC menu Logistics Plant Maintenance Maintenance Processing Order Display

Transaction code IW33




Business role menu Product Maintenance → Maintenance Processing → Orders → Service Order Worklist

2. On the Display Order: Initial Screen, enter your maintenance order number created earlier and confirm your entry with Enter.

3. Choose the Costs tab page to display the planned/actual costs.

Note the third-party material costs. Costs for specific value documents are displayed.

4. Choose the Rep. Plan/Act icon.

Note the costs for the specific cost elements being displayed.


Or


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4.9 Closing the Internal Repair Order - Technically

UseOnce all the activities are complete and the completion confirmations are posted, you can set the status of the service order to technically complete.

Procedure



SAP ECC menu Logistics Customer Service Service Processing Order Service Order Change

Transaction code IW32

2. Enter your order number and confirm with Enter.

3. Check that all expenses for the repairs have been entered on the Costs tab page. You can also choose Document flow to display the assigned confirmation (double-click confirmation item) and choose Back.

4. Choose Complete (technically) to complete the service order technically.


Business role Maintenance Employee (SAP_NBPR_MAINTENANCE_S)

Business role menu Product Maintenance → Maintenance Processing → Orders → Service Order Worklist

5. Select the active query Service Orders

6. In the POWL shown beside mark the line with the maintenance order number created earlier and choose Change.

If you cannot find your document number in the POWL, choose Refresh in order to display all the documents relevant for the selection.

7. Scroll down to the bottom of the screen, choose Complete Technically

8. Check the data and confirm the Complete dialog box with Enter. The system issues a corresponding success message with the number of your document at the bottom of the screen.


Or


ResultThis completes the repairs technically and the device can be delivered to the customer.

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5 Follow-Up ProcessesYou have finished all activities that are part of the business process described in this document.

To accomplish subsequent activities of this business process, carry out the process steps described in one or more of the following scope items, using the master data from this document.

5.1 Period End Closing CO Orders (189)

External Process

UseAdditional activities must be carried out in this project. These are executed collectively as a part of month-end closing. For more information about the month-end closing procedure, see the Business Process Documentation for period end closing CO Orders.

Note that month-end closing can only be executed once a month.

To accomplish activities of the scope item, carry out the process steps Settlement Service Orders and Close Completed Service Orders (Business View).

6 Appendix

6.1 Reversal of Process StepsIn the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document,

Creating a technical object

Transaction code (SAP GUI) IE01

Reversal: Change the Equipment

Transaction code (SAP GUI) IE02

Business role Service Agent

(SAP_NBPR_SERVAGENT_S)

Business role menu Product Maintenance Management of Technical Objects Equipment Change Equipment

Comment Choose Equipment – Functions – Deletion Flag - Set

Create an internal repair order

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Transaction code (SAP GUI) IW31

Reversal: Change the Service Order




Business role menu Product Maintenance Maintenance Processing Orders Service Order Worklist

Comment If the order is not released: set the system status NCMP (Not completed) with the function Do Not Execute. After that set the system status DLFL (Deletion Flag).

If the order is released: set the system status CLSD (Closed) with the function Complete (Business). After that set the system status DLFL (Deletion Flag).

Closing the Service Order - Technically


Reversal: Cancel the Technical Completion




Business role menu Product Maintenance Maintenance Processing Orders Service Order Worklist

Comment Use Order - Functions – Complete – Cancel technical completion

6.2 SAP ERP Reports

UseThe table below lists the most frequently used reports that help you to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:

Financial Accounting: SAP ERP Reports for Accounting (221)

Logistics Processes: SAP ERP Reports for Logistics (222)

The descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.

ReportsReport title Transaction

code (SAP GUI)Business role (NWBC)

Business role menu (NWBC)

Comment

Service and IW39 Service Employee Customer A printed list of

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Report title Transaction code (SAP GUI)

Business role (NWBC)

Business role menu (NWBC)

Comment

Maintenance orders

(SAP_NBPR_SERVEMPLOYEE_S)

Service Service Processing Service Order Display Order - List Form

orders.

Equipment list

IH10 Service Employee

(SAP_NBPR_SERVEMPLOYEE_S)

Customer Service Management of Technical Objects Equipment Display Equipment

An equipment list with general data and more information.

Cost Analysis

MCI8 Product Cost Controller

(SAP_NBPR_PRDCOST_CONTRLR_S)

Product Cost Controlling Reporting Plant Maintenance Plant Maintenance Order: Cost Analysis

A list of order types contains information about the numbers of unplanned and complete orders.

Orders: Actual/Plan Variance

S_ALR_87012993 Enterprise Controller

(SAP_NBPR_CONTROLLER_M)

Overhead Cost Controlling Reporting Orders Orders: Actual/Plan/Variances

An Overview of the actual and plan data on internal orders.

List: Orders S_ALR_87012995 Enterprise Controller


Overhead Cost Controlling Reporting Orders List: Orders

A List of Orders by Controlling Area for a Plan/Actual Comparison

Orders: Actual Line Items New

KOB1N Enterprise Controller


Overhead Cost Controlling Reporting Orders Orders: Actual Line Items New

A New Report for Actual Line Items for Orders.

6.3 Used Forms

UseIn some of the activities of this business process, forms were used. The following table provides details on these forms.

Common form name

Form type Used in process step

Output type

Technical name

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PM/SM Forms for All Papers

SAPScript After Release of the Service Order

Shop Paper

YBDE_QMPMCOMMON

Purchase Order SmartForm

Optional Printing Purchase Order

NEU YBAA_MMPO

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