Show TOC

Function documentationMaintenance Order

 

On the SAP Web UI for Plant Maintenance, you can create, change, and display maintenance orders. This application is based on the SAP GUI transactions IW31, IW32, and IW33. In addition, it enables you to access context-specific additional information in side panels, work with quickviews, personalize tables, and use extended search options provided by the SAP NetWeaver Enterprise Search. This search is integrated in the input help for selecting technical objects. You can also process maintenance orders from your personal worklist (POWL).

For more information, see:

Integration

  • The integration of an external risk management system facilitates the planning of safe maintenance work by providing planners with information about the potential risks associated with the order and the appropriate responses. This application supports the integration of SAP BusinessObjects Risk Management by default. For more information, see SAP BusinessObjects Risk Management Integration.

  • Work clearance management (WCM) is recommended for ensuring a safe working environment in industries that are subject to specific safety regulations, for example, the oil and gas industry. This application supports the integration of WCM work permits into the planning of safety-critical maintenance processes. By adding WCM requirements and WCM templates as safety measures in the safety plan, you can work more efficiently with work permits. The integration of an external risk management system, such as SAP BusinessObjects Risk Management, supports this process further. For more information, see Work Clearance Management (WCM) Integration.

  • Business Context Viewer (BCV) is integrated into this application. You can view business content and analytical information for an order in the side panel.

  • The print function of this application can be used to transfer orders to the maintenance worker's job list by setting the required status and to generate the job card.

Prerequisites

You have activated the business function Simplified Management of EAM Functions 3 (LOG_EAM_SIMPLICITY_3).

You can only use some of the functions described below if you activate the appropriate business functions:

If you are integrating safety information into Plant Maintenance, you have performed the following activities:

  • You have specified the maintenance planning plants in which safety information is required for the execution of maintenance work. In Customizing for Plant Maintenance and Customer Service, choose Start of the navigation path Master Data in Plant Maintenance and Customer Service Next navigation step Basic Settings Next navigation step Worker Safety End of the navigation path.

  • You have added objects to the safety measure list. For more information, see Change Safety Measure List.

    Note that you do not have to add WCM object templates and requirements used as safety measures to the safety measure list.

If you want to display customer-specific fields in the maintenance order, you must implement SAP Note 2110216Information published on SAP site.

Features

Creating an Order with Reference and Creating a Follow-On Order

You can create new orders using a template (or reference order) and use checkboxes to specify which data you want to be copied from the reference order to the new order. The system creates the new order without establishing a relationship to the order you used as a template. If you want a relationship to be established between the new order and the reference order, create the new order as a follow-on order. You can then display this relationship to the reference order or operation in a list in the document flow of the corresponding SAP GUI transactions.

For more information, see Creating an Order with Reference and Creating a Follow-On Order.

Creating and Assigning Notifications and Task Lists

When creating or changing a maintenance order, you can create task lists and notifications, assign existing task lists and notifications to the order, and open the task lists and notifications that are assigned to the order. You can also specify that the status of notifications should depend on the status of the orders to which they are assigned.

For more information, see Notifications and Task Lists in Maintenance Orders.

Working with Operation Data

Operations and suboperations are central objects of the maintenance order. The system uses the operation data to determine dates, capacity requirements, and costs of the maintenance work. You create and change order operations on the Operation Data tab page.

For more information about the options for creating and changing operations and suboperations, see Working with Operation Data in the Order.

Order Information

You can view and edit standard information for planning an order on the relevant tab pages. This includes the following:

  • General order information, such as start and finish dates, reference object, responsible work center, and planning plant

  • Location information, including linear data if the reference object is a linear asset

  • Order assignment to a project and internal or external partners

  • Cost information

    If you run a cost simulation, the system displays the calculated costs on the Costs tab page.

  • Document Assignments

    You can display, create, and assign documents at header level and operation level. The system shows how many documents are assigned to the order in the Identification Region.

  • Order operations including scheduling information, planned materials, suboperations, and production resources/tools

    • You can assign technical objects and materials using a structure list. For more information, see Selection of Technical Objects from the Structure List.

    • For inspection rounds, you can enter technical objects and assemblies at operation level and assign measuring points as production resources/tools to the technical objects.

    • You can assign materials using a catalog in the order operation details. An Open Catalog Interface (OCI) is provided for this.

    • You can create order operations by copying existing operations.

    • For externally-processed operations, you can view and edit information relating to service specifications.

Document Assignments

When processing maintenance orders, you can display, create, and assign documents on the Documents tab page.

The system shows how many documents are assigned to the order in the Identification Region.

For more information, see Document Assignments in Maintenance Orders.

System Status

By setting various system statuses, you specify which activities the system or users can carry out for an order or an operation. If you have assigned notifications to the order, you can determine that the status of the notifications depends on the status of the order.

For more information about changing the status of orders and their assigned notifications, see Changing the System Status in the Order.

User Status

Provided that you have the authorization, you can set and reset appropriate user statuses for the maintenance order and for individual order operations.

For more information about setting the user status in the order, see Changing the User Status in the Order.

Preprinting and Reprinting Shop Papers

This function enables you to print shop papers before the maintenance order is released and after it is completed. If you allow shop papers to be preprinted and reprinted by making the appropriate Customizing settings, you can print shop papers for orders that have the status created or technically completed, for example. The system status in the order tells you if the shop papers belonging to the maintenance order and operations have been preprinted, printed, or reprinted.

For more information about this function, which is also available in the corresponding SAP GUI transactions, see Preprinting and Reprinting Maintenance Orders.

Inspection Rounds

For inspection rounds, you can assign technical objects and assemblies at operation level. In the operation details, you can enter measuring points as production resources/tools for the technical objects that you have assigned at operation level.

On the Operation Data tab page, you can assign a technical object and description as well as an assembly and description in the respective columns. In the operation details on the Production Resources/Tools tab, you can add measuring points as production resources/tools. You can find the new entry Measuring Point in the menu of the Add Production Resource/Tool pushbutton. On the popup Add Measuring Point, you can select one or more measuring points and add them to the list of production resources/tools.

Note Note

To be able to use these functions, you must also activate the business function Enterprise Asset Management Part 4 (LOG_EAM_CI_4).

End of the note.

For information about the inspection rounds process in the corresponding SAP GUI transactions, see Inspection Rounds.

Permits

You use permits to ensure that special approval is obtained for maintenance work. You can view the permits assigned to an order either directly or indirectly from the reference object or task list. You can delete existing assignments and create new ones.

It is also possible to approve permits in the order. Depending on how a permit is configured, its approval may be mandatory or optional before you can release or confirm the order. You can revoke the approval of a permit as long as the order has not already been released or mandatory approval has not already been granted.

Note Note

You can create, change, and display permits only in the back-end system transaction (IPMD).

End of the note.

If an order is WCM-relevant, you can view detailed information about assigned work permits, for example, validity period, processing status, and approval status. The following functions are also available for work permits:

  • Request new

  • Change

  • Display

  • Copy

  • Print

  • Extend validity

  • Close

Note that when you request a new work permit or copy an existing one, you navigate to the work permit application. You must therefore refresh the list of work permits in the order to see the new work permit.

Safety Measures and Safety Plans

In addition to the objects required for actually carrying out an order and its operations, it is also possible to assign certain standard object types as safety measures, such as task lists, documents, and PRTs. If an object assigned in the order is a safety measure, its Safety Relevance/Action field contains a value and it is included in the safety plan.

You use the safety plan to ensure that safety is transparently and comprehensively considered during maintenance planning and maintenance execution. For more information, see Safety Plan.

Displaying Customer-Specific Fields in the Order Header

If you create or change maintenance orders on the SAP Web user interface, you can display customer-specific fields that you have created in the customer namespace as well as the SAP standard fields. The customer-specific fields you create are then available in the field selection and can be included in specific user interface building blocks (UIBBs) in Customizing. The system displays your customer fields in the screen areas you select. You can enhance screen areas with customer-specific fields on the tab pages General Data, Location Data, Organizational Data, and Costs.

You can use the Business Add-In BAdI: Adapt Transferred Data to BAPI (IBAPI_ALM_ORD_MODIFY) to check and adjust field values that are transferred in your customer-specific fields using the appropriate BAPIs.

For more information, see EAM Web UI Implementation Guide.

Note Note

If you want to display additional fields in the screens for operations, assign customer-specific field names to text fields, quantity fields, value fields, date fields, and checkboxes in the IMG activity Define User Fields. For more information, see Working with Operation Data in the Order.

End of the note.
Additional Functions

  • Long Texts

    You can create and edit long texts directly in the operation data and in the operation details (on the Material tab). A new popup is available for entering the long text. You can have the first few lines of the long text displayed in a quickview.

  • Quickviews

    You can display quickviews with relevant information about the assigned notifications, technical objects, materials, and long texts without having to navigate away from the order. Quickviews appear as separate windows when you hover over an object and provide a preview of the object with the most important information. In the quickview for a piece of equipment, for example, the category, manufacturer, location, and status information are displayed as well as a link to the functional location where it is installed. The quickviews provide both information and links for directly navigating to objects and data.

  • Additional Functions

    The following additional functions are available in the Additional Functions menu:

    • Add the order to your list of favorites.

    • Print out the shop papers of the order either physically on an actual output device or virtually on the job card (output device Job Card).

      For more information, see Printing.

    • Determine Costs

      When you process an order, you can run a cost simulation. The system calculates the costs and displays this information on the Costs tab.