Date : 15/06/20

Work Instruction
Doc : 480171023.doc

Tool Procedure

MONITORING WORK ORDER PROGRESS

Domain : PM
Process : Corrective Maintenance – Preventive Maintenance
Person in charge : Ida-Marie KASTRUD / Yves-Olivier NZUE-
BEYEME
Author :

VALIDATION
ROLE DATE SIGNATURE
RESPONSIBLE

Version Document N° Status No. of Pages

V0  : Creation

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Summary

1 MONITORING WORK ORDER PROGRESS........................................................3

1.1 Objective and task description.............................................................................................. 3

1.2 Prerequisite.............................................................................................................................. 3

1.3 Glossary................................................................................................................................... 3

1.4 Detailed step by step.............................................................................................................. 4

1.4.1 Transaction............................................................................................................................ 4
1.4.2 Data to be displayed/changed : status..................................................................................5
1.4.3 Data to be displayed/changed : operations...........................................................................9
1.4.4 Data to be displayed/changed : components......................................................................12
1.4.5 Data to be displayed/changed : document flow...................................................................15

1.5 Display.................................................................................................................................... 17

Business recommendations........................................................................................18

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1 Monitoring work order progress

1.1 Objective and task description

After having created, prepared and released the work order, the execution of the work is prepared
(materials, purchasing). Then the execution starts. Times are filled in SAP (transaction code CAT2)
and approved (trans. Code CAPS) and valuated.
When an operation is completed, it has to be confirmed (trans. code IW42). When all operations are
completed, the work order can be technically completed (status 'TECO').

The monitoring of the progress of a work order can be performed through :

 The status progress,
 The follow up of supplying and purchasing,
 The overview of costs.

Moreover, an overview of all SAP documents related to a work order is given in the "Document flow".

1.2 Prerequisite
The PM order exists in the corresponding planning plant.

1.3 Glossary

Work order  : A work order is a technical document which gathers together the operations and
resources required to carry out the work. It is also a financial document capturing all corresponding
costs (activity allocation, external services, procurement, purchasing) from operations.
The operations can be manually entered or automatically uploaded from a standard routine in the
order.
The components can be manually entered or automatically uploaded from a bill of material in the
order. This bill of material is linked to functional locations and equipments.

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1.4 Detailed step by step

1.4.1 Transaction

Path :

Logistics  Plant Maintenance  Maintenance Processing  Order  IW32 – Change

Transaction code : IW32

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1.4.2 Data to be displayed/changed : status


 

 Complete the following field :

Field Mandat. Description

Order X Order number to be changed

 go to « header data » screen of the order




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 Go to status screen

System status are automatically set by the system according to the progress of the work order :
some actions lead to a systeme status change, but can only be executed if user status allow it.
User status with sequential number are maintained by the responsible of the work order. They
have to be set the one after the others.
User status without sequential number are maintained by the responsible of the work order
without relationship between them.

The main status of the work order are :

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Statut système Statut utilisateur Statut utilisateur

(avec N° séquentiel) (sans n° séquentiel)

When creating the work order

CRTD : Created 20 HOLD : On hold NEST : NO ESTIMATES

Estimated costs have not
MANC : Mat.availability not been entered yet
checked
RDBL : Inspection route disabled
NTUP : Dates not update No route can be assigned
Dates of the order were to the work order
not scheduled : will be
automatically when saving or

SETC : Settlement rule created ROUT : Inspection route

Settlement rule is A route is assigned to the
defaulted from the work order
functional location. It can
be changed if necessary or

etc… RFRZ : INSPECTION ROUTE

FROZEN
The route is not more
changeable (if process
launched)

After saving the work order :

CRTD : Created 20 HOLD : On hold NEST : NO ESTIMATES

Estimated costs have not
MANC : Mat.availability not been entered yet
checked
etc…
PRC : Pre-costed
Cost calculation is made
when saving the order

NMAT : No material components

Result of material
availability check.

MACM : Material committed

Result of material
availability check.

etc…

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After preparation of the work order :

CRTD : Created 10 WREL : AWAITING RELEASE WTA : AWAITING TECHNICAL

APPROVAL
CEST : Costs estimated If external commitments
(services, purchasing) are
etc… specified

etc…

After release of the work order :

REL : Released 30 WIP : WORK IN PROCESS …

PRT : Printed
etc…

During work order execution :

REL : Released 30 WIP : WORK IN PROCESS …

Since the work order is
released (planned costs
arethen committed)

PCNF : Partially confirmed

One operation at least
was confirmed

GMPS : Good Movement posted

Components were issued
for the wo or a PO item
has been received
etc…

After technical completion :

TECO : Technically completed 50 WECO : AWAITING …

TECHNICAL
PCNF : Partially confirmed COMPLETION
One operation at least
was confirmed Then :

GMPS : Good Movement posted 60 TECO : TECH COMPLETE

Components were issued
for the work order or a PO
item has been posted to
the work order
etc…

After business completion :

CLSD : Closed 70 CLSD : FINANCIALY CLOSED …

etc…

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1.4.3 Data to be displayed/changed : operations


 

 Complete the following field :

Field Mandat. Description

Order X Order number to be changed

 To go to « operations » screen of the order



 Select all operations of the work order

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 To go to general data of the first operation

On following screens, you can switch from one operation to another with

Informations for one operation are grouped on tabs

Internal tab : operation data assigned to an internal team (Control key INT).

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Dates tab : Planned dates and time for the operation.

Act. data tab: Operation actual data: work time already captured (time posted to the operation)

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1.4.4 Data to be displayed/changed : components


 

 Complete the following field :

Field Mandat. Description

Order X Order number to be changed

 To go to « Components » screen of the order

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 Select all operations of the work order

 To go to general data of the first operation

For external services, a service material is planned as a component and a purchase requisition is
raised when releasing the work order.
Purchasing data are maintained on Purchasing data screen accessible by selecting the item in
tab and clicking on .

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The related purchase requisition can be displayed by pressing . Since a purchase order is created
for the PR, is flagged.

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1.4.5 Data to be displayed/changed : document flow


 

 Complete the following field :

Field Mandat. Description

Order X Order number to be changed

 To go to « Operations » screen




 To go to « Document Flow » screen

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Document Flow displays all documents posted to the work order :

- Purchase requisitions and purchase orders
- good movements (good issues from stock, good receipts for PO)
- Confirmations

 To display the desired document.

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1.5 Display
The work orders are displayed by using the transaction IW33.

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Business recommendations
Please note your work order number and use it to discuss with your hierarchy if needed or the next
person in the maintenance business process.

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