PROCESS PROCEDURE

Create Work Order

Version: ERP(IS-U):

6.07

Status:

Checked:

Version History
Version
01

Date
01.09.2014

Description
Original

Prepared by
Vlad Aron

Reviewed by
Diana Coloja

Approved by

Create Work Order Transaction code IW31

Purpose

Creation of a work order

Transaction Menu Path

To create a work order, you should use transaction IW31 from following path:
Logistics --> Plant Maintenance --> Maintenance Processing --> Order --> IW31 Create
(General)

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Alternatively, you can directly access the transaction by typing t-code in command filed and press
<Enter> or click on the check mark icon
in the top left side corner of the screen:

Procedure Steps
In the Create Order: Initial Screen" screen enter information in fields as following:

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Field Name
Order Type
Priority
Func. Loc.
Equipment
Plng plant
Order

Description
Order Type
Priority
Functional
location
Equipment
Planning plant
Order

R/O *
R
O
O
O
O
O

User Actions and Allowed Values

Select from the drop down list
Select from the drop down list
Select from the drop down list

Remarks

Select from the drop down list

Select 1000 from the drop down list
Select a value from the drop down list if you
want the system to copy the field contents from
this key when creating a new order

*R Required, O Optional

Press Enter key or click on the check mark icon

in the top left side corner.
If outstanding notifications exist for the selected reference object (functional location/equipment),
the following screen will be displayed:

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Press Enter key or click on the check mark icon

type>: Central Header screen:

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to get to Create <description of the work order

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Enter the field value according to the following table:

Field Name

Description

Description

Description

R/O * User Actions and Allowed

Values
R
Enter a brief description of the
problem in the Short text field

Remarks
When creating a work order for the first
time click the Show long text window
icon
. The Long Text Window is
displayed and the Short Description
Field will be grayed out (data cannot be
input into it). The Long Text Window
will default to an open display for all
future input of Work Order data, data can
no longer be entered in the short
description field unless the Long Text
Window has been manually closed.

Sold-to
party
Pur. order

Sold-to party

R/O

Protocol
number
Protocol
date
Planner
group
Work center

Equipment

Maintenance
Activity Type
Functional
location
Equipment

Bsc start

Basic start

Basic fin.

Basic finish

Priority

Priority

R/O

Purchase
order date
PlannerGrp
Mn.wk.ctr
PMActType
Func. Loc.

O
O
R

O
O

Select a value for the client

code from the drop down list
Insert a protocol number
Insert a protocol registration
date
Select a value from the drop
down list
Select a value from the drop
down list
Select a value from the drop
down list
Select a value from the drop
down list
Select a value from the drop
down list
Select a date to specify when
the activity should start
Enter an estimated finish date
for the work
Select a value from the drop
down list

*R Required, O Optional

To insert information regarding address details you have the following options:
1. Customer address screen, by clicking Maintain partner address button

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Address data in this screen is taken from the client master data. It can be changed, but this will not
update the client master data address details
2. Object address screen by clicking Partner overview button . Information in this screen
cannot be changed, it is taken from the reference object (equipment/functional location)

3. Order address screen, by clicking Maintain partner address button

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The following screen will be displayed:

Enter the field value according to the following table:

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Field Name
Country

Description
Country

R/O *
R

User Actions and Allowed Values

Select BG from the drop down list

Remarks

*R Required, O Optional

Click More fields

button to expand address screen:

Enter the field value according to the following table:

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Field Name

Description

Name
Building code
Room
Floor
c/o
GIS
address
code
Building name
Street
House number

Name
Building code
Room
Floor
Entry number
GIS address code
Building name
Street
House number

R/O
*
O
R
O
O
O
O

A value is to be entered

It is automatically filled if has been

defined at street level, if not, a value
is to be entered
It is automatically filled if has been
defined at street level and city, if not,
a value is to be entered
It is automatically filled if has been
defined at street level, if not, a value
is to be entered
It is automatically filled if has been
defined at street level, if not, a value
is to be entered
It is automatically filled if has been
defined at street level, if not, a value
is to be entered
A value is to be entered

Postal code

Postal code

City

City

Region

Region

Reg. Struct. Grp.

Telephone

Telephone

Remarks

is to be entered
is to be entered
is to be entered
is to be entered
is to be entered
is to be entered

A value is to be entered
Select a value from the drop down list
A value is to be entered

Additional
address 1
Additional
address 2
District

Struct.

A value
A value
A value
A value
A value
A value

O
R
R/
O
O

Additional
address 1
Additional
address 2
District

Reg.
Grp.

User Actions and Allowed Values

A value is to be entered

*R Required, O Optional

While introducing data interrogation screens regarding address acceptance may be generated.
Click YES option to adopt data.

To validate the address click the green check mark

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To insert operations click on Operations tab:

Enter the field value according to the following table:

Field Name
Work center
Control key
Operation
short text
Work

Un.

Number

Dur.
C.Key

ActTyp

Fac

Description

R/O * User Actions and Allowed Remarks

Values
Work center
R
Select a value from the drop
down list
Control key
R
Select ZINT from the drop down
list
Operation
R
Insert a short description of the
short text
operation
Work
R
System
will
automatically
involved in
calculate by calculation key
the activity
Unit of work
R
Unit of measurement for work
duration. Choose a value from
the drop down list
Number of
R
Number of persons required to
capacities
perform the activity is to be
required
entered
Duration of
R
Duration of the activity is to be
the activity
entered
Key
for
R
Select calculation key: 2 (for
calculation
calculation work) from the drop
down list
Activity Type
O
Select a value from the drop
down list for those operations
that will be invoiced
Execution
O
Numeric value representing the
number of times the processing of
factor
an operation is repeated during
order processing

*R Required, O Optional

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If an operation should be repeated during order processing, select the operation and click Ex.
Factor button
:

Press Copy button

to confirm the execution factor.

To insert a task list in the operation list click Extras option on the menu bar, then select Task List
Selection General task lists.

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The following dialog screen is displayed:

Choose:
Yes if you want to delete the already existing operations
No if you want to keep the already existing operations
Cancel to exit the screen
In the following screen insert desired selection criteria and click Execute button to display a list of
task lists:

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Select the desired task list(s) and click Choose button

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The following dialog screen is displayed:

Choose:
All if you want to insert all operations
Selected if you want to insert only the selected operations
Additional operation(s) is/are inserted in the Operation tab:

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To assign materials (components) to operations click on Components tab:

Click the Component field and then the match code to display the search help for materials.
Expand the selection criteria by pressing Expand button
storage location:

and choose option Materials by

In field Storage Location fill:

1100 for materials used for Non-reg. Services
1200 for materials used for Reactive Field Work

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Click Start Search button

Select a material from the list and press Copy button

The selected material is inserted in the Components tab:

Press Enter key or click on the check mark icon

The following dialog screen is displayed:

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in the top left side corner.

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Insert the operation number and click Continue button

Components screen is displayed with updated values.

Continue entering field values according to the following table:

Field Name
Reqmt Qty
SLoc

Description
Quantity
Storage
location

R/O *
R
R

User Actions and Allowed Values

Remarks
A quantity is to be entered
Select 1100 or 1200 from the drop
down list

*R Required, O Optional

Repeat the same above steps for the required list of components.
To assign partners to the work order click Partner tab:

Continue entering field values according to the following table:

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Field
Name
Funct

Description

R/O *

Function

Partner

Partner

User Actions and Remarks

Allowed Values
Select a value from
the drop down list
1.Select field and click the match code
Select a value from
the drop down list
2.Select Structure search option

3.Choose a generc search term

4. Expand the structe and then select the

desired entry

*R Required, O Optional

To link serial numbers/materials/equipment/functional locations/notifications to a work order click

Objects tab:

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Select the corresponding values from the drop down list or create new entries by selecting the corresponding
field and then clicking New entry button

To release the work order click Release button

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The following message will be displayed at the bottom of the screen:

For work orders that are going to be used for invoicing (non-regulated services):
1. Fill also information regarding the type of service in Operations tab:

Assign an activity type to each operation that is going to be invoiced (select it from the drop dow
list).
2. Fill also information regarding sales data by executing the following meniu steps Extras ->
Sales data:

In the Sales Organization Data" screen enter information in fields as following:

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Field Name
Sales Org.
Distr.
Channel
Division

Description
Sales
Organization
Functional
location
Equipment

R/O *
R

User Actions and Allowed Values

Select 1000 from the drop down list

Select 10 from the drop down list

Select 10 from the drop down list

Remarks

*R Required, O Optional

Click on the green check mark

Click on Save icon

to validate the values.

to save the work order.

The following message is displayed on the status bar at the bottom of the screen.

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