There are different
maintenance plan categories
in maintenance planning. Using the maintenance plan category
Materials Management
(MM)
in the standard system, you can use automatically generated service entry sheets to simplify service procurement in purchasing.
The "service entry sheet" is defined as the maintenance call object for this maintenance plan category. The system therefore generates a service entry sheet for a due maintenance call.
You can use the maintenance plan category for service procurement in purchasing (MM) to process regular services , for example, the monthly maintenance of an elevator or a photocopier.
The system automatically generates a service entry sheet for an external service order with runtime from the maintenance plan (the document type for this in the standard system is
FO
). As a result, service entry sheets do not need to be created for the services provided. It is only necessary to accept the service entry sheets generated automatically.
The maintenance plan category for service procurement in purchasing combines the functions from the PM and MM application components.
The following prerequisites must be fulfilled if you want to create a maintenance plan for service procurement in purchasing:
You have created an external service order in Materials Management for which the following conditions are fulfilled:
The standard document type is
FO
.
The runtime is specified in the header.
The purchase order item
cannot be flagged for deletion
Has the account assignment category
Unaccounted
(U) or
Settlement on order
(F)
Has a goods receipt indicator
Provides a goods receipt-related invoice
Is not finally settled or delivered
If the external service order has the account assignment category
Unaccounted
, you must also specify the following in the maintenance plan:
G/L account
A settlement order (standing order) with object reference, for example, a maintenance order
Note
If the external service order has the account assignment category
Settlement on order
, you can nevertheless enter the G/L account and the settlement order. In this case, the system overrides the entries for the external service order.
You can shorten the process for the purchase order of a service using the maintenance plan category for MM.
You create a maintenance plan with maintenance plan category MM and assign the following data to it:
External service order
G/L account
Settlement order (for example, maintenance order)
Service specifications with detailed service descriptions and/or value limits
Using the shortened process, the system creates a service entry sheet for a due maintenance call, which contains the planned services. You can supplement the service entry sheet with further unplanned services manually as required. Finally, it must still be signed off manually. Previously, a maintenance order had to be generated, from which a purchase order request and a purchase order had to be created, before a service entry sheet was created.
The system can display an object history using the settlement order (standing order) assigned with object reference.