Review Recommendations in the SAP ERP System

Context

As part of the preventive maintenance activity, recommendations are created for equipment and location in SAP Asset Strategy and Performance Management. For more information about creating recommendations, refer to Application help for SAP Asset Strategy and Performance Management.

The Preventive Maintenance Review (PMR) application of SAP Asset Strategy and Performance Management is used to add implementation details for recommendations with the Open status. The user schedules the recommendation for implementation. The status of the scheduled recommendation changes to Implementation in Progress.

The scheduled recommendation with implementation details is available as a workflow item in SAP Enterprise Asset Management (SAP EAM). The recommendation fields in the workflow item appear as below:

  • Description

  • Type

  • Sub Type

  • Priority

  • Classification

  • Valid From

  • Valid To

  • Implementation Guidance

  • Observation
For more information, see the Recommendation topic in the Application Help for SAP Asset Strategy and Performance Management.
The workflow item is available for review in the SAP Business Workplace Inbox for users of the planner group assigned to the equipment or functional location. These users review the recommendation and choose the required actions as below:

  • Recommendation Implemented: After performing the implementation tasks in the SAP ERP system, the user can choose the action with appropriate comments. The comments appear in the timeline view of the recommendation in SAP Asset Strategy and Performance Management.

  • Recommendation Rejected: The suggested recommendation can be rejected and the reasons for it can be mentioned as comments. The comments appear in the timeline view of the recommendation in SAP Asset Strategy and Performance Management.

  • Request for Information: This action allows the Maintenance Planner to request for more information from the Reliability Engineer before implementing the recommendation in the SAP ERP system. Once the recommendation is updated in SAP Asset Strategy and Performance Management, it can again be pushed to the SAP ERP system associated with the linked Equipment. The recommendation must be implemented manually.

The integration scenario can be visualized using the following block diagram :

To receive recommendations as a workflow item in the Inbox configured with the SAP ERP system, you have to perform the following steps:

Procedure

  1. Activate business workflow.
    1. In the SAP ERP system, enter the transaction code SM30.

      The screen to enter a table or a view name appears.

    2. Enter the name SWFDVEVTY2.
    3. Choose Maintain.
    4. Choose New Entries and provide the following details for the corresponding fields:

      • Object Category: ABAP Class

      • Object Type: /ACI/CL_WF_INB_QUEUE_RCMD

      • Event: RCMD_TRIGGER

      • Receiver Type: WS01800170

      • Receiver Call: Function Module

      • Receiver Function Module: SWW_WI_CREATE_VIA_EVENT_IBF

      • Event Delivery: Using tRFC (Default)

      • Linkage Activated: Select the checkbox.

      • Behaviour Upon Error Feedback: System defaults

      • Receiver Status: No errors

  2. Activate Agent Determination in Business Workflow.
    1. In the SAP ERP system, enter the transaction code PFTC_CHG.

      The Maintain screen appears.

    2. Choose Task Type as Standard.
    3. Enter Task as 1800227.
    4. Choose Change and in the information dialog box, choose Continue.
    5. On the Standard Task: Change screen, go to the menu bar and choose Start of the navigation path Additional Data - Next navigation step Agent Assignment - Next navigation step MaintainEnd of the navigation path.
    6. On the Standard Task: Maintain Agent Assignment screen, choose Attributes.
    7. On the Task: screen, choose General Task and Continue.
  3. Assign a user to an Organizational Unit.
    1. In the SAP ERP system, enter the transaction code PPOC

      The Create root organizational object screen appears.

    2. Choose Enter.

      The new organizational unit is created.

    3. Enter description for the organizational unit.
    4. Select the organizational unit.
    5. Choose the Create button.

      The Choose Relationship screen appears.

    6. Select Position.
    7. Choose Enter.
    8. Enter description for the position.
    9. Choose Enter.
    10. Select Position.
    11. Choose the Assign button.

      The Choose Relationship screen appears.

    12. Choose the relationship as User.
    13. In the search window, enter the ID of the SAP user who needs to be assigned.
    14. In the Entry Found screen, select the listed user and enter.

      The user is displayed under the Position node.

    15. Choose the Column Configuration.

      The list of displayed columns appear.

    16. Choose the ID column and enter.

      The ID column is displayed.

    17. Make a note of the ID of the Organizational unit.
  4. Link Planning plant and Planner group.
    1. In the SAP ERP system, enter the transaction code SM30.
    2. Enter the Table/View detail T7791.
    3. Choose Maintain.
    4. Choose Position.
    5. Choose OrgObj type as T024I and enter.

      The Assignment to SAP Organisational Object Type screen appears.

    6. Choose New Entries.
    7. Enter the following details:

      • OrgObj type: T024I

      • Object type: S

      • Eval.path bottom up: A008

      • Eval.path top down: B008

    8. Choose Save.
    9. In a new session, enter the transaction code PFOM.
    10. Enter the ID of the Organizational unit that you have noted.
    11. In the View section, choose Org. Object Type.
    12. Enter the type T024I.
    13. Choose the Change button.

      The Organizational Unit with Position and users appear.

    14. Choose Position.
    15. Choose the Create button.

      A popup window appears.

    16. Enter the planning plant and planner group details.