Assignment of Permits (SAP Library - Customer Service (CS))

Assignment of Permits

Use

You can assign permits to the following objects in the system:

Technical objects – functional locations and equipment
Orders

You can also cancel the assignment of permits, but not in all cases. For more information, see Changing and Canceling an Assignment of Permits to the Order.

Features

Assignment to a Technical Object

It is not obligatory to assign permits to a technical object. However, it does provide the following advantages:

If a permit should be assigned manually in the order, the assignments from the master record for the technical object, which is the reference object for the order, can be proposed. This ensures that only those permits relevant for the reference object are proposed.

When assigning a permit to a technical object, you can set the indicator Proposal. When creating an order with this technical object or a subordinate object as the reference object, the permit is automatically copied into the order.

Permits in an object hierarchy:

In clarification plant C1, there is a pumping station C1-B01, in which a pump C1-B01-1 is installed.

Ear protection is a normal requirement for work in the pumping station. The permit Ear protection was created and assigned to functional location C1-B01.

A welding permit is required for welding work on the pump. The permit Welding permit was created and assigned to functional location C1-B01-1.

In an order for the pump, ear protection for pumping station C1-B01 and welding permit for pump C1-B01-1 are proposed by the system, since functional location C1-B01 is superior to functional location C1-B01-1.

If the indicator Proposal was set when the permits Ear protection and Welding permit were assigned to the respective functional locations, the corresponding permit is automatically copied into the order.

Assignment to an Order

Permits can be:

Assigned manually

Calculated automatically by the system using class selection and then assigned

For this, the permits in your system must:

Belong to a permit group, to which a class of class type 049 has been assigned
Have been classified using the class characteristics
These characteristics must have been assigned for this using the additional data for structure CSEVPERMIT.
The system automatically determines these permits. It compares the order data with the characteristic features of the classified permits available in the system. Permits, for which the data matches, are assigned automatically to the order.

If you change the order data and then call up the permits again, the system repeats the class selection. It changes the permit entries for the order if required and records this in the log. You can call up the log in the order by choosing Goto ® Logs ® Permit determination. All of the system messages, which occur whilst the permits are being determined using classification, are logged here.

For more information, see CA - Class System.

Examples of class selection of permits:

The permit Approve modification costs is part of a permit group, to which a class of class type 049 is assigned. The class is classified using the Maintenance activity type characteristic with the feature 001 (= modification).

A planner creates an order. They enter maintenance activity type 001 in the order header and call up the permits.

The system determines an agreement between the order data (maintenance activity type 001) and the characteristic feature of the classified permit Approve modification costs, and assigns this permit automatically to the order.

If the planner does not call up the permits, the required permits are determined automatically when the order is released or technically completed.