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Configure Order Types

In this step, you set up your maintenance order types.

In addition to the business reasons for configuring several order types, there are also technical controls which depend on the order type and may require the creation of different order types.

The following technical controls depend on the order type:

• Number ranges

• Settlement proposal or account assignment rule

• Default values for control key

• Permitted maintenance activity types and default value for maintenance activity type

• Permitted order types for each maintenance planning plant

• Increment when assigning the operation numbers

• Costing parameters

• Residence period of the order after completion (residence time)

• Default values for the confirmation process

• Presetting for the reference object screen

• Budget profile

The budget profile enables you to define budgets for individual orders. You should also activate the funds availability check. This allows you to monitor order-related budgets without using the project system.

The settings for budget profiles and activating funds monitoring are made in the Customizing for the cost accounting system.

• Immediate order release

If you flag this field, the system tries to release orders generated from maintenance notifications, service notifications, or maintenance plans immediately.

For orders which have been generated manually, the order must be released by the user.

If the system cannot release an order automatically, for example, because permits are missing, the order automatically obtains the status 'Release refused'.

The following checks are performed when orders are released automatically:

Example

You want to assign certain activities to external companies. For these activities, the account assignment is usually the same and you use the same maintenance activity type for these tasks.

In this case, it is advisable to create a separate order type for these activities, since you can save resources by using the layout for the standard values.

You can also simply select these orders using the order type.

Special note for service orders

Service orders for which billing is resource-related without reference to a sales document, such as

cannot have a settlement structure that allows an account assignment to other objects as a G/L account or as a profitability segment.

This is necessary because otherwise revenue postings cannot be performed on the service order.

When maintaining the cost accounting parameters, you can only flag the "Revenue postings" indicator for order types which are to be used for service processing.

Presetting for the reference object screen

You can continue to choose a screen for maintaining order header data.

The screens offered contain different data fields for the reference object of the maintenance order. The screen provided here can still be changed by the user when creating an order.

If you do not enter a value for a screen here, the system uses a standard screen, which enables the entry of:

• Functional location

• Equipment

• Assembly
  You can therefore define for each order type which screen should be used for the reference object.
  This is always advisable if, for example, you only work with pieces of equipment, functional locations, or with another special reference object.
  However, this setting is only a default value, which each user can change using their own user-specific settings.
  The reference object can also be changed during a transaction. However, the new reference object screen must contain the reference object fields already entered. Otherwise, you receive an error message.
  By initializing the reference object fields, you can replace any reference object screen with another during order processing.

Note

If you generate maintenance orders from maintenance notifications, you should ensure that the reference object screens for the corresponding maintenance notifications and maintenance orders are the same.