Cost Display in the Maintenance History
Purpose
Costs display is very important in Plant Maintenance. Therefore, it should be structured specially for Plant Maintenance and not conform to the rules of conventional cost accounting.
One important aspect of past maintenance activities is the costs incurred by the performance of maintenance orders. A cost structure is needed to perform efficient maintenance, and to enable future maintenance activities to be planned cost-effectively. A cost structure collects, condenses and stores maintenance costs under key maintenance points, and makes this information available for evaluation.
Note
You can evaluate costs according to valuation categories in multi-stage lists.
Prerequisites
To use the cost structure for maintenance orders in the PM system, the maintenance planner or system administration responsible in Customizing must perform the following settings:
Define value categories - in accordance with PS
Assign cost elements to the value categories
Define a value category profile for maintenance of costs online
In this profile, you must enter the value categories that should always be displayed in the costs overview. This is necessary for the direct entry of costs for historical orders, and acts as a template containing all the fields that are relevant for this profile. In the costs display, only those fields, for which actual values exist, are shown. Values do not necessarily exist for all the fields in the profile; the profile has no bearing on the cost display .
Assign value categories to the relevant key figures in PM-IS
SAP delivers a presetting so that you can perform certain cost evaluations in your system without special settings.
Process Flow
The costs are collected.
The system updates the planned costs each time an order is changed (for example, new estimation of times, assignment of new material components). The actual costs are updated for each cost-relevant posting to the order (for example, time completion confirmations, material withdrawals, invoice receipts).
Credits to the order are not updated; the system only updates debit lines, divided according to revenue and actual costs.
Note
Revenues can arise for the service order, for example - an object is maintained for a customer. Therefore, the maintenance activity is sold, resulting in revenue in the maintenance order.
The planned and actual costs of a maintenance order are stored in the CO object according to cost elements.
The costs are condensed into value categories for the PS Project Information System. This condensing logic in PS contains FI commitment items as well as costs. For this reason, the cost elements in PM, like in PS, must be condensed into value categories.
Note
The Customizing functions of the PS system for condensing cost elements are also used for the PM system.
The system manages the maintenance order costs for each value category periodically, divided according to credits and debits, and in different currencies if required. The cost structure contains the following:
Value category
Owing to the Customizing settings, the individual cost elements are assigned to particular value categories.
Value type
This indicates whether planned costs or actual costs are involved.
Costs/revenues
Fiscal year
Currency
The system manages the order costs in the order currency and the controlling area currency, if these are not the same. It stores the order costs completely for each currency.
Period fields
Result
The condensed maintenance cost structure is used for the following operations:
Overview of costs in the order
Displaying costs in the order list
Cost information in logical databases
Storing costs in the order history
Entering and storing actual costs from historical orders entered directly
Updating the cost key figures in the Plant Maintenance Information System, PM-IS