Workshop: Maintenance Work Orders

May 9, 2006

Project Goals

Implement SAP Plant Maintenance system
   

Provide integration with Finance, HR, and Materials Allow enhanced scheduling and planning for work assignments Provide work scheduling as well as management reporting tools Accommodate the use of mobile technology to reduce paperwork

 Accommodate the use of GIS with SAP  Improve automated updates to customers about the status of work  Implement a Preventive Maintenance system for buildings, areas, and equipment  Utilize standard SAP functionality to collect utility usage and cost information for recharge calculations

Agenda Introduction Discussion of Maintenance Work Orders Preview of Next Blueprinting Session Other Discussion .

non-stock purchases. and services  It is integrated with Financials.What is the SAP Work Order Process? Work Order  This is a financial and work management transaction which is used to plan and charge labor. stock materials. and Human Resources  It may be created from a Notification or without an existing notification  A notification may be automatically created while creating a Work Order . Materials Management.

Why should a work order be used?  To document the costs of an event To accumulate charges for work which will be recharged to others For Preventive Maintenance work   .

This includes “long text” which is of unlimited length  A priority for the work  A object to be maintained: A functional location (Building.What information does a work order capture?  Descriptive information. Room) or piece of Equipment  Contact information for the person reporting the problem or requesting work  The ability to assign a responsible person to this work order  Planned labor and materials  Actual labor and materials costs .

What information is required?  SAP requires a description. Functional Location or Equipment. and Work Center .

Work Order Types Order Type PMC1 PMC2 PMC3 PMM1 PMM2 PMM3 PMM4 PMH1 PMH2 PMH3 PMH4 PMU1 PMU2 PMU3 Organiza tion CPPD CPPD CPPD MPPD MPPD MPPD MPPD HOUS HOUS HOUS HOUS UTIL UTIL UTIL Description General Maintenance Order Preventive Maintenance Order Recharge Work Order/Project General Maintenance Order Preventive Maintenance Order Recharge Work Order/Project Emergency Work Order (Auto) General Maintenance Order Preventive Maintenance Order Recharge Work Order/Project Damage/Vandalism Work Order General Maintenance Order Preventive Maintenance Order Recharge Work Order/Project Recharge Settlement Rule Default-Building Default-Building Manual Default-Building Default-Building Manual Default-Building Default-Building Default-Building Manual Manual Default-Building Default-Building Manual Release Manual Automatic Manual Manual Automatic Manual Automatic Manual Automatic Manual Manual Manual Automatic Manual .

Some Order Types from Other SAP Installations     Repair Preventive Maintenance Sales (Recharge) Safety Related  Capital Project  Standing Work Order  Emergency .

What does the “Priority” do?  It can determine the dates based upon predefined criteria for each priority The “Start Date” is calculated based on the current date.)  Each Order type may have its own set of priorities or several order types may share the same set of priorities . It may also include a “Start Time”.) The “End Date” is also calculated based on the current date. hours. (Note: The Start Date and End Date calculation may be in different units. or days. (Dates and times for this calculation may be in minutes.

What are Maintenance Activity Types?  This field is used to further define the type of work being performed.  Some examples:  Modify/Convert/Improve  Maintain  Predictive/Inspection  Regulatory  Correct/Repair/Replace  Training  Project support  Refurbish Stores Parts  Routine Maintenance  Lubrication  Safety  Rework  Each order type may have its own Maintenance Activity Types .

Closed  There is the ability to use a separate field “User Status” to add statuses which may be used for additional tracking. Technically Completed. Some examples are Created. Some examples:      Cancelled Transferred to another work group Waiting for Parts Waiting for Contractor Waiting for Customer  A different group of User Statuses may be set up for each order type  Some order types may have NO User Statuses . Released.What are User Statuses?  SAP tracks the process of a work order via System statuses.

Backward Scheduling  SAP normally performs scheduling by calculating the labor required and either adding to the start date to determine the end date or subtracting from the end date to determine the start date  “No Scheduling” allows control of the dates independently of the labor requirements  Each order type is assigned a scheduling method . Forward Scheduling.What are Order Scheduling Options?  There are 3 primary scheduling types for orders: No Scheduling.

(It is NEVER used—it’s just a sample!)  It is possible to have a different Shop Paper for each order type.What are Shop Papers?  SAP uses the term “Shop Papers” to describe printed work orders  A sample is provided with the system. although that is a lot of design work  A sample follows .

Sample Shop Paper-1 .

Sample Shop Paper-2 .

or equipment in a given time period  For example: 3 orders in a year or 2 orders in a month. etc.What is the Object Info Box?  The Object Info Box tracks the number of orders or notifications created for a certain building.  Several order types may share the same Object Info Box criteria  A sample display follows . room.

Sample Object Info Box .

The costs of the suborders may either settle to the superior order or directly to the receiving cost object. Suborders may have suborders! .What is a Sub Order?  A suborder is a work order which has a link to a “superior” order The costs of suborders my be viewed from the “superior” order These are typically used to break a project into units by craft or shop. Each shop can estimate its costs on a suborder and these can be tracked at the suborder and superior order level.

Work Order Fields  Determine which fields should be eliminated because they will not be used  Determine which fields should be required (if any)  Sample screens follow this presentation .

Topics For Next Blueprinting Session Determine Work Order Completion Processes  Time Recording for Payroll and Recharge  Closing (and Updating) Notifications  Closing Orders  Time Confirmations and Reversals  Non-time Confirmations .Documentation .

1 .Work Order Screen Copies .

1 .Work Order Screen Copies – 1.

Work Order Screen Copies – 2 This is the second tab-Operations .

Work Order Screen Copies – 3 This is the third tab-Components (Maintenance Materials) .

Work Order Screen Copies – 4 This is the fourth tab-Costs .

The other tabs are display only. Additional notifications are assigned to the order here. .Work Order Screen Copies – 4 This is the sixth tab-Objects.

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