Work Management
Standard Components in Work Management
Customer Service (CS)
Technical Objects (CS-BD/PM-EQM)
Task Lists (CS-AG/PM-PRM-TL)
Maintenance Planning (CS-AG/PM-PRM-MP)
Orders (CS-SE/PM-WOC-MO)
Completion Confirmations (CS-SE-CON/PM-WOC-JC)
Maintenance History (PM-WOC-MH)
Master data
Compatible Unit
Compatible Unit for Creation of Service Connection
Processing
Process Variants
Service Product Configuration
Scenario: Inspection Service for Customer Station
Scenario: Installation of New Service Connection
Scenario: Repair of Existing Customer Object
Service Connection: Sales Order Processing (Workflow)
Service Connection with Customer Quotation (Workflow)
Service Connection: (Workflow)
Disaggregation of SD and CS Processes
Distribution of Master Data and Customizing Data
Settings in the IS-U System and the SAP Standard System
Technical Implementation
Inspection List
Inspection
Aperiodic Inspection
Carry Out and Complete Initial Inspection
Carry Out and Complete Advance Inspection
Complete Unscheduled Inspection
Periodic Inspection
Creation of Work Orders/Notifications in the Inspection List
Archiving Campaigns of Inspection Lists (IS-U-WM)
Checks (IS-U-WM)
Special Features Specific to Archiving Objects (IS-U-WM)
Introduction to Data Archiving (CA-ARC)
Background Information
Reasons for Archiving
Data Archiving Requirements
Important Terms
Optical Archiving
Reorganization
Residence Times and Retention Periods
Backup/Restore
Archiving Features
Data Security During Archiving
Data Compression
Storage Space Gained by Archiving
Calculating Storage Space Gained
Archiving Without Database Backup
Accessing Archived Data
Converting Old Archive Files
Link to External Storage Systems
The Archiving Procedure
Step 1: Creating (the First) Archive Files
Step 2: Storing Archive Files
Step 3: Running Delete Programs
Archiving Object
Sample Data Description Using an FI Document
Data Object
Archive Administration
Archive Development Kit
User Authorization Checks
Tables and Archiving Objects
Displaying Archiving Objects and Tables
Determining Space Information (Oracle)
Determining Space Information (MaxDB)
Determining Space Information (Informix)
Network Graphic
Calling the Network Graphic
Accessing Archived Data
Archive Administration: Archiving Session Overview
Calling Archiving Session Management
Displaying Archiving Session Details
Displaying Archive File Details
Interrupting and Continuing Archiving Sessions
Automatic Interruption of an Archiving Session
Explicitly Interrupting an Archiving Session
Continuing an Interrupted Archiving Session
Database Actions Before and After Archiving
Database Actions Before Archiving
Database Actions to Take Effect After Archiving or Deleting
Performing an SQL Trace
Archive Selection
Selecting Archive Files
Statistics
Creating Statistics
Logs
Standard Log
Cross-Archiving-Object Check and Delete
Customizing
Cross-Archiving-Object Customizing
Technical Settings
Check and Delete
Archiving-Object-Specific Customizing
Technical Settings
Logical File Name
Archive File Size
Settings for the Delete Program
File Storage to Storage System
Customizing: Postprocessing Settings
Archive Routing
Routing of Archive Files to Different Content-Repositories
Basis Customizing
Defining Logical Path and File Names
Archiving Procedure
Archiving Checklist
Scheduling Preprocessing Programs
Creating Archive Files
Storing Archive Files
Retrieving Archived Files
Deleting Archived Data from the Database
Scheduling Postprocessing
Reloading Data
Building Indexes
Deleting Indexes
Reading Archive Files
Variant Maintenance for Archiving Jobs
Maintaining Start Date and Spool Parameters
Maintaining Spool Parameters
Maintaining the Start Date
Archive Information System
Using the Archive Information System
Create Information Structures
Activating and Deactivating Information Structures
Filling and Emptying Information Structures
Reporting Information Structures
Procedure for Reloaded Archives
Status
Creating Database Indexes
Partitioning
Copying of Infostructure Data
Example: Partitioning of an Infostructure
Archive Retrieval Configurator
Field Catalogs
Creating Field Catalogs (One Source Table)
Creating Field Catalogs (More than one Source Table)
Archive Explorer
Reporting
Ad-Hoc Reporting
Use of List Variants
Archive File Browser Usage
Table Analysis
XML-Based Archiving
Characteristics
The Archiving Procedure: XML-based Archiving
XML Archiving Object
Archive Administration: XML Archiving
Authorization Check: XML Archiving
Archive Management: XML Archiving
Collection Details
Archiving Session Detail: XML Archiving
Archiving Format for Packed Resources
Customizing
Cross-Archiving-Object Customizing: XML Archiving
Archiving-Object-Specific Customizing: XML Archiving
Basis Customizing: XML Archiving
Archiving Procedure: XML Data Archiving
Reading Resources
Deleting Archived Data from the Database: XML Archiving
Data Archiving (CA-ARC)
Introduction to Data Archiving (CA-ARC)
Background Information
Reasons for Archiving
Data Archiving Requirements
Important Terms
Optical Archiving
Reorganization
Residence Times and Retention Periods
Backup/Restore
Archiving Features
Data Security During Archiving
Data Compression
Storage Space Gained by Archiving
Calculating Storage Space Gained
Archiving Without Database Backup
Accessing Archived Data
Converting Old Archive Files
Link to External Storage Systems
The Archiving Procedure
Step 1: Creating (the First) Archive Files
Step 2: Storing Archive Files
Step 3: Running Delete Programs
Archiving Object
Sample Data Description Using an FI Document
Data Object
Archive Administration
Archive Development Kit
User Authorization Checks
Tables and Archiving Objects
Displaying Archiving Objects and Tables
Determining Space Information (Oracle)
Determining Space Information (MaxDB)
Determining Space Information (Informix)
Network Graphic
Calling the Network Graphic
Accessing Archived Data
Archive Administration: Archiving Session Overview
Calling Archiving Session Management
Displaying Archiving Session Details
Displaying Archive File Details
Interrupting and Continuing Archiving Sessions
Automatic Interruption of an Archiving Session
Explicitly Interrupting an Archiving Session
Continuing an Interrupted Archiving Session
Database Actions Before and After Archiving
Database Actions Before Archiving
Database Actions to Take Effect After Archiving or Deleting
Performing an SQL Trace
Archive Selection
Selecting Archive Files
Statistics
Creating Statistics
Logs
Standard Log
Cross-Archiving-Object Check and Delete
Customizing
Cross-Archiving-Object Customizing
Technical Settings
Check and Delete
Archiving-Object-Specific Customizing
Technical Settings
Logical File Name
Archive File Size
Settings for the Delete Program
File Storage to Storage System
Customizing: Postprocessing Settings
Archive Routing
Routing of Archive Files to Different Content-Repositories
Basis Customizing
Defining Logical Path and File Names
Archiving Procedure
Archiving Checklist
Scheduling Preprocessing Programs
Creating Archive Files
Storing Archive Files
Retrieving Archived Files
Deleting Archived Data from the Database
Scheduling Postprocessing
Reloading Data
Building Indexes
Deleting Indexes
Reading Archive Files
Variant Maintenance for Archiving Jobs
Maintaining Start Date and Spool Parameters
Maintaining Spool Parameters
Maintaining the Start Date
Archive Information System
Using the Archive Information System
Create Information Structures
Activating and Deactivating Information Structures
Filling and Emptying Information Structures
Reporting Information Structures
Procedure for Reloaded Archives
Status
Creating Database Indexes
Partitioning
Copying of Infostructure Data
Example: Partitioning of an Infostructure
Archive Retrieval Configurator
Field Catalogs
Creating Field Catalogs (One Source Table)
Creating Field Catalogs (More than one Source Table)
Archive Explorer
Reporting
Ad-Hoc Reporting
Use of List Variants
Archive File Browser Usage
Table Analysis
XML-Based Archiving
Characteristics
The Archiving Procedure: XML-based Archiving
XML Archiving Object
Archive Administration: XML Archiving
Authorization Check: XML Archiving
Archive Management: XML Archiving
Collection Details
Archiving Session Detail: XML Archiving
Archiving Format for Packed Resources
Customizing
Cross-Archiving-Object Customizing: XML Archiving
Archiving-Object-Specific Customizing: XML Archiving
Basis Customizing: XML Archiving
Archiving Procedure: XML Data Archiving
Reading Resources
Deleting Archived Data from the Database: XML Archiving
Data Archiving in SAP Web AS
Archiving User and Authorization Changes (BC-ADM-SEC)
Archiving User Change Records (BC-ADM-SEC)
Archiving Authorization Change Records (BC-ADM-SEC)
Archiving Profile Change Records (BC-ADM-SEC)
Archiving Work Items (BC-BMT-WFM)
Archiving IDocs
Displaying or Changing Archivable Statuses
Archiving Functions for IDocs
Archiving and Deleting IDocs
Listing IDoc Numbers in Archive
IDoc Search
Archiving: Technical Background
Authorizations for Idoc Archiving
Archiving: Describing Standard Reports
Database Tables
Deleting Links with IDocs
Archiving Table Change Logs
Technical Data (BC-BEW-CTL)
Variant Settings for Archiving (BC-DWB-CUS)
Archiving Object-Specific Customizing (BC-DWB-CUS)
Archiving Link Entries (BC-SRV-ARL)
Application Customizing (BC-SRV-ARL)
Setting Retention Periods (BC-SRV-ARL)
Archiving Archive Administration Data (BC-CCM-ADK)
Varianteneinstellungen für den Vorlauf (BC-CCM-ADK)
Varianteneinstellungen für das Schreiben (BC-CCM-ADK)
Varianteneinstellungen für das Rückladen (BC-CCM-ADK)
Archivadministrationsdaten archivieren (BC-CCM-ADK)
Archiving the SAP Product
Constraints
Technical Details for Archiving
Activating the Archiving Functionality
Archiving
Monitoring
Supply Permit Processing
Creation of a Reconnection or Installation Order
Creation of a Permit Notification
Outage Notification
Orders (CS-SE/PM-WOC-MO)
Order Types
Maintenance Order
Service Order
Investment Order
Calibration Order
Refurbishment Order
Spare Parts Order
Order Processing: Internal Processing
Creation of an Order
Use of Default Values for the Order
Creating an Order
Creating an Order for the Notification
Creating an Order Directly from a Notification
Creating an Order and Notification Together
Detach/Replace Header Notification of Order
Creating an Order with Different Planning Plant
Creating an Investment Order
Creation of a Calibration Order
Calling Up the Initial Screen for Creating an Order
Calling Up an Order in Change Mode
Calling Up an Order in Display Mode
Worklist for Notifications
Creating and Processing a Worklist for Notifications
Deleting of Notifications Including Operations from Order
Display/Change Operational Assignment of Object List Entries
Assignment of a Task List to a Notification
Planning of an Order
Establishment of Reference Object Data
Operation
Use of Operations and Sub-Operations
Description of the Operations
Describing an Operation
Control Key
Work Center
Use of Performing Work Centers in the Operation
Enhanced Work Center Search
Materials Planning
Requirements Planning
Change of Purchase Requisition
Work Scheduling Using Bills of Material
Scheduling and Displaying Bill of Material Components
Find by Replacement Equipment/-Components
Find Material Using Classes
Material Where-Used List
Specifying an Assembly
Planning Stock Material
Planning Non-Stock Material
Planning Variable-Size Items
Planning Material Using a Description
Displaying, Changing and Deleting Material
Personnel Planning
Settlement Rule
Creating or Generating a Settlement Rule
Settlement Receiver
Object List
Editing the Object List for an Order
Display/Change Operational Assignment of Object List Entries
Scheduling
Scheduling Data
Changing Scheduling Data
Scheduling an Order
Copying Project Dates as Basic Order Dates
Displaying and Creating Dates
Working with Task Lists
Using Task Lists
Selecting Operations for a Task List
Selection of Operations
Copying Task List Default Values
Selecting a Task List
Changing and Displaying a Task List
Selecting a General Task List
Assignment of a Task List to a Notification
Use of Service Specifications
Procurement Using an External Procurement System
Transfer a PReq to an External Procurement System
Catalog Interface (OCI - Open Catalog Interface)
Costs
Estimation of Costs
Estimation of Planned Costs
Additional Planning Functions
Use of Relationships
Relationship
Networking Orders Using Relationships
Creating Relationships Using the Graphics Function
Creating Relationships Using the List Function
Displaying, Changing and Deleting Relationships
Creating Operations for Relationships Using the Graphics Functio
Performing a Loop Analysis
Shutdown Planning with External Systems
Order Hierarchy
Creating and Displaying a Sub-Order
Use of Order Assignments
Assignment to Profit Centers
Assigning an Order to a Revision
Assigning an Order to a Project
Assigning an Order to an Investment Program Position
Assigning an Order to Funds Management
Assigning an Order to a Real Estate Object
Assigning an Order to a Joint Venture
Execution Factor
Changing an Execution Factor
Use of User Data
Entering User Data
Budget Management
Use of Production Resources/Tools
Assigning PRTs to an Operation
Deleting PRTs from an Operation
Scheduling PRTs
Using Quantity Management for PRTs
Using Status Management for PRTs
Capacity Planning
Capacity Requirements Planning in Customer Service and Plant Mai
Partner
Customizing for Partners
Partner Transfer
Entering Partner Data
Control of an Order
Material Availability Check
Checking Stock Material Availability
Availability Check for PRTs
Checking Availability of PRTs
Order Release
Releasing an Order
Putting an Order in Process
Loading Order Data from the SAP System to the PC
Shop Papers for Orders
Settings for Printing Shop Papers
Delta Printing
Print Programs and Forms
Technical Properties of Shop Papers
Printing and Faxing of Shop Papers
Printing Shop Papers
Printing Shop Papers for Several Orders
Delta Printing
Calling Up a Print Preview and Print Log
Faxing Shop Papers
Displaying and Archiving Shop Papers
Sending of Messages Using the Internet and SAPofficeŽ
Sending of Short Messages Using Paging
Use of Standard Texts
Execution of an Order
Use of Stock and Non-Stock Material
Withdrawing Stock Material
Displaying Goods Movements
Find by Replacement Equipment/-Components
Material Where-Used List
Completion of an Order
Completing an Order
Completion Confirmations (CS-SE-CON/PM-WOC-JC)
Completion Confirmation
Entry of Completion Confirmations for Orders
Entry Options
Overall Completion Confirmation
Using the Overall Completion Confirmation
Individual Setting of Overall Completion Confirmation
Data for the Operation
Screen Areas for Confirmation Data
Individual Time Confirmation
Individual Time Confirmation Using Order/Operation Number
Individual Time Confirmation Using Confirmation Number
Individual Time Confirmation for a Standing Order
Collective Time Confirmation
Using the Collective Time Confirmation with Selection
Using the Collective Time Confirmation Without Selection
Using the Pool Function
Proposing Actual Data
Time Sheet
PDC Systems
Time Completion Confirmation
Confirming Time Data
Entering a Completion Confirmation for Individual Capacities
Entering General Data on Attendance and Absence
List Entry of Time and Additional Data in Time Management
Time collation
Confirmation of Material Used
Confirming Material Used
Entering Used Material in Inventory Management
Confirmation of Measurement and Counter Readings
Entering Measurement and Counter Readings
Confirmation of Installation and Dismantling Information
Confirming Installation/Dismantling Information
Goods Receipt for Refurbished Material
Technical Completion Confirmation
Entering Notification Data Valid for the Whole Order
Entering Notification Data Valid for the Order
Entering Notification Data for an Object in the Object List
Assigning an Existing Notification and Confirming Data
When are Notification Screens Ready for Input?
Operation Notification or Header Notification?
Confirmation of Services
Confirming Services
Confirmation of External Services or External Material
Cancellation of a Time Completion Confirmation
Cancelling a Completion Confirmation with Known Number
Cancelling a Completion Confirmation with Unknown Number
Mass Cancellation
Display of Completion Confirmations
Displaying Completion Confirmations for an Order
Displaying Completion Confirmations Generally
Processing of Incorrect Completion Confirmations
Cost Determination and Display of Actual Costs
Accounting Indicator in the Completion Confirmation
Displaying Key Figure Values
Example of Key Figure Value Display
Decoupling of the Completion Confirmation Processes
Resource-Related Billing
Dynamic Items
Further Settings for Resource-Related Billing
Billing Process (CS)
Resource-Related Billing (CS)
Billing Scenarios
Billing - Scenario 1 (CS)
Billing - Scenario 2 (CS)
Billing - Scenario 3 (CS)
Billing - Scenario 4 (CS)
Billing - Scenario 5 (CS)
Billing - Scenario 6 (CS)
Reposting the Accounting Indicator
Billing Process (PS)
Billing - Scenario 7 (PS)
Processing the Expenditure View
Editing the Sales Price View
Settings: Sales Pricing and Billing
Billing Options
Billing Request
Creating Billing Requests
Changing Billing Requests
Canceling a Billing Request
Billing Between Company Codes
Configuration
Billing Between Company Codes
Integration of the Billing Plan and the Resource-Related Billing
Technical Completion of an Order
Performing a Technical Completion
Canceling a Technical Completion
Settlement of an Order
Settling an Order and Order Group
Settlement: Example
Creating an Order Group for the Settlement
Creating a Selection Variant for Collective Settlement
Displaying Costs
Business Completion of an Order
Performing a Business Completion
Canceling a Business Completion
Issuing the System Status Not Executed
Display and Processing of Special Order Data
Material Where-Used List
Screen Monitoring with Traffic Light Display
Display of the Action Log
Document Flow
Document selection
Displaying Document Flow for Notifications or Orders
Obtaining Maintenance Contract Info from the Document Flow
System Status for Orders
Setting a User Status
Processing Orders Collectively
Changing and Displaying Order and Operation Lists
Perform Mass Change
Order Processing: External Processing
Processing with an External Company as Work Center
Processing with an Individual Purchase Order
Processing with Service Specifications
Procurement Using an External Procurement System
Transfer a PReq to an External Procurement System
Catalog Interface (OCI - Open Catalog Interface)
Processing Operations Externally
Order Processing: Refurbishment of Repairable Spares
Repairable Spare
Creating a Refurbishment Order
Posting a Goods Receipt for Refurbished Material
Posting a Goods Issue for Material to be Refurbished
Processing Order Hierarchies
Analysis of Operations in Task Lists
Create Order from Structure List of a Technical Object
Scheduling Appointments for Service Orders
Change Appointment Schedule for Service Order
Notifications (CS-CM-SN/PM-WOC-MN)
Maintenance Notifications (PM-WOC-MN)
Maintenance Notification
Malfunction Report
Maintenance Request
Activity Report
User-Specific Notification Types
Maintenance Processing for Unplanned Tasks
Service Notifications (CS-CM-SN)
Service Notification
Customer Notification
Activity Report
Service Request
User-Specific Notification Types
Special Functions in the Service Notification
Entry of Partner Data in a Service Notification
Transfer of One-Time Customer Data
Credit Limit Check
Incoming Calls
Outgoing Calls
Task Determination and Notification Monitoring
Parameters for Task Determination
Automatic Determination of Tasks
Example: Automatic Determination of Tasks
Notification Monitoring
Monitoring of Response Time
Service Notifications in the Internet (CS-CM-SN)
Process Flow (Service Notifications)
Application Example (Service Notifications)
Creating, Changing and Displaying a Notification
Configuration of User Default Values
Entering a Notification Header Text
Entering Items
Data from the Copy Model
Assignment of a Task List to a Notification
Cause
Entering Causes for an Item
Processing Different Notification Data
Entering Breakdown Data and Duration
Specifying a Priority
Entering Measurement Documents
Linking a Document from Document Management
Perform Mass Change
Displaying the Action Log for a Notification
Displaying Changes in Notifications
Displaying an Installed Base from the Notification
Partner
Customizing for Partners
Partner Transfer
Creating a Partner for the Notification
Calling Up Partner Information
Reference Object
Specifying and Changing Reference Objects
Calling up Object Information
Time Zones
Task
Entering Tasks
Status Management for Tasks
Automatic Determination of Tasks
Example: Automatic Determination of Tasks
Follow-Up Actions for Tasks
Activity
Entering Activities
Catalog Profile
Copying Another Catalog Profile
Changing the Catalog Profile
Action Box
Standard Follow-Up Functions (Activities)
Standard Follow-Up Functions (Tasks)
Shop Papers for Notifications
Settings for Printing Shop Papers
Delta Printing
Print Programs and Forms
Technical Properties of Shop Papers
Printing and Faxing of Shop Papers
Printing a Maintenance Notification in Full
Printing a Notification Item
Printing/Faxing Shop Papers for Several Notifications
Faxing Shop Papers
Viewing the Print Log
Archiving Shop Papers in ArchiveLink
Downloading a Notification
Sending of Short Messages Using Paging
Sending of Messages Using the Internet and SAPofficeŽ
Use of Standard Texts
Putting Notifications in Process
Assignment of Notifications to Orders
Worklist for Notifications
Creating and Processing a Worklist for Notifications
Deleting of Notifications Including Operations from Order
Display/Change Operational Assignment of Object List Entries
Assignment of a Task List to a Notification
Creating an Order from a Notification in the Background
Creating an Order Directly from a Notification
Assigning an Order to a Notification
Assigning a Notification to an Order
Creating a Notification for the Order
Deleting an Assignment Between Notification and Order
Postponement of Notifications
Notification Completion
Notification History
Completing a Notification Directly
Completing a Notification from the Order
Putting a Notification in Process Again
Entering Technical Findings
Deletion of Notifications
Selection of Notifications
Execution of Functions for Several Notifications
Creating an Order for Several Notifications
Selecting Items, Tasks and Activities
Displaying the Portfolio
Calling up Graphics
Document Flow
Displaying Document Flow for Notifications or Orders
Document selection
Obtaining Maintenance Contract Info from the Document Flow
Evaluation of Notifications
Status Management in Notifications
Displaying a Status
Assigning System Statuses Automatically
Setting/Resetting User Status
Entering Responsibilities (Workflow Connection)
Interfaces
GIS Business Connector
GIS Connector Package
Example Use of GBC
Scheduling and Dispatching
Outage Management
IDoc Interface/Electronic Data Interchange
BAPI User Guide CA-BFA)
BAPI Programming Guide Reference (CA-BFA)
Mobile Asset Management for Utilities