Entering content frameProcess documentation Order Processing with Valuation Locate the document in its SAP Library structure

Purpose

The following steps describe an example of a process in order processing with valuation. Here, a lockout/tagout is executed using the enhanced model.

Process Flow

This graphic is explained in the accompanying text

  1. Notifying a maintenance requirement

This can be performed manually using a malfunction report or automatically using a SCADA system in the control room, or by using deadline monitoring of maintenance plans in preventive maintenance.

  1. Creating and planning an order

You plan the activities and resources required, create a cost estimate and perform scheduling. If the tasks to be carried out require safety measures (for example, a lockout/tagout), you must activate Work Clearance Management for the order.

  1. Perform valuation

You must define explicitly for each application whether or not it is necessary. When you have valuated all the applications, the order receives the status VAL (Valuated).

  1. Create WCM objects and lockout/tagout

You create the necessary work approval as well as all the applications, such as the work clearance application with the corresponding Operational WCDs, which are necessary on the basis of the valuation.

You tag the technical object using the Operational WCD and confirm the execution of the work clearance application and all the additional applications in the work approval.

  1. Issue "Released for execution" in the order

Through the confirmation of all the applications performed, which are necessary on the basis of the valuation, the approval status of the work approval becomes green. Thus you can issue the status EXEC (Released for execution) for the maintenance tasks in the order.

  1. Executing the work and confirming its completion

During and after the completion of the work, you confirm the resources required (for example, materials, times, and external services) and technical findings. You confirm the completion of the work with the status WOCO (Work completed).

  1. Close WCM objects and untagging.

As soon as you have closed the work approval and all applications (particularly the work clearance application), the Operational WCDs can be untagged, that is you can untag the technical objects.

Then close the Operational WCD.

  1. Completing an order and copying to an order history

After the order has been technically completed, the business completion is performed with settlement of the order. The order is then copied into the order history, where it is available for evaluations in the SAP component Plant Maintenance Information System (PM-IS).

The following graphic is a schematic representation of this process: You can also see here which status is set .

This graphic is explained in the accompanying text

Status and Meaning

Status

Description

WOCO

the work is completed

CLSD

the WCM object is closed

VAL

the order is valuated

EXEC

the order is released for execution, that is, the maintenance work can be begun

WCM

the Work Clearance Management is activated

ETG

the Operational WCD is tagged

EUG

the Operational WCD is untagged

UNT

the Operational WCD is untaggable

TECO

the order is technically completed

PREP

the WCM object is prepared

 

 

 

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