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WCM Configuration
WCM Configuration
Purpose
This process describes the use of permits during order processing. Before an order can be executed or technically
completed, a planner ensures that:
Prerequisites
You define permit categories in the Customizing for Plant Maintenance and Customer Service by choosing Master Data in
Plant Maintenance and
Customer Service - Basic Settings - Permits - Define Permit Categories.
These permits can be assigned to Technical Objects and / or Orders. Assignment of Permits to the PM Order can be done
in 2 ways.
Permits can be assigned to Technical Objects viz., Equipment & Functional Location. These permits will be called in all the
PM orders which are
created with reference to these Technical Objects with the condition of Proposal tick box selected in Permits Screen.
To assign the Permits to Technical Objects in Technical Objects, follow this path.
This type of Permits assignment to the technical objects will be done whenever critical equipments are used & approval is
required prior to all kinds of
maintenance.
Apart from assigning Permits to technical objects, Permits can be assigned directly in PM order. In some of the Technical
Objects, Approval will not be
required always whenever maintenance is being done. So whenever approval required, permits can assigned in PM Order.
To facilitate this, Permits can be assigned to PM Order either manually or automatically.
Based on Cost:
Here, approval will be asked from the manager or responsible person if the maintenance cost goes beyond certain limit.
Here costs include Total
Planned Cost of Order, Total Estimated Costs of Order & Total Actual Costs of Order.
As shown above, Permit Code, Permit description & Permit category should be given. After that, Approval
stage should be mentioned with
requirement status of approval. Approval stages are Order Release & Order TECO. Requirement statuses
are
1. Warning message if permit is not issued
2. Error message if permit is not issued
3. Permit is optional
Once after defining above mentioned details, click Classification button.
Here the condition is that approval is required for the maintenance if the planned cost is more than 1000 SAR & order
type is ZM03.
As per the required parameter to be considered for approval process, all the characteristics should be created & assigned
the Permit class. All the
possible conditions can be referred from the table CSEVPERMIT.
2. Authorisation for Permits Issue can be controlled using Authorisation Object I_SOGEN
PM: Permit
ADDITION-1
3 extra points to augment the excellent document above:
If the order contains costs in another currency, the system converts the costs from the order cost currency to the characteristic currency
before the comparison is made. The costs are converted using the exchange rate type 'M' as at the current date. For those curious, see
subroutine LIMSPF00_COMWWA_CREATE in Function Group IMSP.
Permits can only be classified using the (one) permit class defined in Tx OIPG. Given characteristics form AND conditions, you must
design your class classification very carefully if you work with multiple characteristics.
The function module PERMIT_PROPOSAL_BY_CLASS just gets the first entry with a class assigned. In short - multiple permit groups
are not supported. So don't even try it.
"#EC *
If the order has not yet been released and the permit must be issued with the
release
If the order has been completed and the permit must be issued for when the
order is technically completed
Procedure
When Changing the Order
1. Depending on the application component in which you are working, choose one of the following menu paths:
o
1. Enter the number of the order, in which you want to issue permits, and choose Continue.
The header data screen for the order appears.
2. Choose Goto Permits.
This takes you to a dialog box with all the permits valid for the order.
You can assign additional permits if required, as described in Assigning Permits.
3. Select the permit which you want to process and choose one of the following options:
- If you want to record that someone else is issuing the permit, enter their name and yours in the
corresponding columns.
Save your entries or choose the Issue permit pushbutton.
The permits are issued.
o
Depending on the permit attributes and the system status of the order, the reissue can be
refused.
The system writes the relevant data to the appropriate fields.
1. Save your data.
Depending on the permit attributes and the system status of the order, the reissue can be
refused.
The system writes the relevant data to the appropriate fields.
1. Choose Back.
The selection screen reappears.
1. Save your data.
A Problem on Permit.
Problem :
Client requirement is not to release order if Planned cost exceeds Rs.15000. I attached one
permit for this. But system is asking only for Permit issue. If I issue this permit then system
releases the order. System is not checking the Planned cost value at all.
Solution:
You can make use of permit, create a permit with the controls of order release refuse if the permit is
not issued.
Create characterisic as the name specified in the IMG, in the characteristic addtional tab specify the
table as CSEVPERMIT and the field name as PKOSTEN, assign the characteristic to the permit
and specify the values for the class as say > Rs 15000.
Then while creating the order if the plan cost is higher than Rs15000, then system will not release
the order unless you have specified the permit to the order.
Additional, in your permit, put 2 in Order release :