Release V1.

MAINTENANCE PROCESSING
(REFURBISHMENT ORDER)

Training & User Manual

REFURBISHMENT ORDER

Icons

Icon Meaning
Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field
names, screen titles, pushbuttons as well as menu names, paths and
options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.

Example text Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these
words and characters with appropriate entries.

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Abbreviations

R Required entry field

(used in the end-user procedures)
O Optional entry field
(used in the end-user procedures)
C Conditional field
(used in the end-user procedures)

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Contents

REFURBISHMENT ORDER ……………………………………………………… 5

1. Creating refurbishment request order …………………………………………..5

2. Processing the Refurbishment Maintenance Order in the CMS …………….8

3. Confirming Refurbishment Order ………………………………………………13

4. Technically closing the Refurbishment Order ………………………………...15

5. Closing the Refurbishment Order ………………………………………….......15

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Refurbishment Order

The process flow will be in case any material or an equipment to be sent to CMS for repairs, a
Normal Maintenance order to be created initially with order type M01 or M02.
In the maintenance Order specify the planner group of the object and main work centre will be CMS.
In case different work centres are involved then you have to specify in the Operation work centre
(Performing work centre).
Through the reference of this maintenance Order you have to send a request to the CMS
Department. CMS Dept will create a maintenance Sub order to the existing order with Order type
M04.

1. Refurbishment Order (M04)

1. To create a refurbishment type of Maintenance Order first start with creating Breakdown
maintenance order(M01) or General maintenance order(M02), access the transaction choosing
one of the following navigation options:

Menu path Logistics -> Plant maintenance -> Maintenance processing

-> Order -> Create General
Transaction code IW31

2. Enter the following data in the Input screen to create refurbishment Order.

Field name User action and Comment

values
Order Type M01 Refurbishment Order

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3. Choose Enter.

4. Enter the following Header Data

Field name User action Comment

and values
Description Test for Enter the Description for the Maintenance Order
Refurbishment
Order
PM Activity Type 115 Select the relevant activity type form the drop
down list
Planner Group 100 Responsible person
Main Work Center 1069 Responsible person of work center to carryout
maintenance tasks
Start/End dates Depend on the priority level you can mention
the required start n end dates,
Reference object 1000000002 Mention the Object against which you are
creating notification

Reference Object
planner group

CMS work centre

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If you want to mention any thing more about the repair work you can maintain in the long text of
the header.

5. Go to assignment of fund centres.

Fund centres are assigned to order to control the budget on the planner group. An internal
assignment is made for the assignment of planner group to a fund centres.

The popup will appear as below, if the assignment is already exists then check otherwise assign the
relevant fund centre from the drop down list.

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Assign the settlement rule in case if the cost centre field is not populated in the reference object

master data. Click on Assign correct Cost centre in settlement rule.

6. Release and save the order.

To release the order choose and save the order choose .

At the bottom of the screen the out message will be Order 1000000304 is created

Open the order and issue the material components to CMS required to carryout refurbishment work.

2. Processing the Refurbishment Maintenance Order in the CMS

CMS Department will take the list of refurbishment orders with reference to work centre from the list
editing report (TCODE: IW38 or IW39)
Against each refurbishment order sub order is to be created, to do so follow as below,

1. Open the Order in change mode and create the suborder or refurbishment order

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The screen appears as,

2. choose enter.
The screen contains the data of the Parent Order (Superior Order). While creating sub order, system
copies the reference object and planner group and work centre. Please change the work centre and
performing work centre in operation according as per requirement of CMS work planning.

3. Settlement rule.

Here you can see that the default assignment of the settlement receiver will be the parent order.
The order will be settled to parent order first and then to cost centre assigned in the parent order.

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4. Go to Operation tab and populate the Operations.

5. Go to material tab; select the Item line and choose general data
If any material is required then assign the material in the Components screen.
When you attach any material requirement in the maintenance Order the reservation will be created
against each material through which the material will be issued in case stock is available and if the
material is not available in the store the reservation will be converted in to PR thro MM MRP
Procedure; material will be procured thro MM route.

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In the above screen you can see the reservation no and other component parameters,
And also you can see the requirement quantities, withdrawal quantity etc.

6. If any external services to be done then proceed as follows,

Go to tab Operations and for external services create a another operation description with the
control key as M03,

A pop will appear when you enter the key or you can directly choose the operation line and populate
the below said fields like material group, purchasing group, Vendor if you know, Recipient,
Unloading Point and so on.

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You will go to the screen and enter the services to be carried out or you have an option to select a
service form standard set of services.

Save the order and come again in change mode, select the service operation line go to actual data
you can able to see a requisition generated. That is the account assigned service requisition.

The requisition will be converted into PO from the MM procedure.

Against PO the service entry sheet will be made using the T Code ML81,
You can enter the service entry sheet partially against which the payment will be made…

7. Choose Save (Ctrl + S)

Message no. IW085

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3. Confirming the Maintenance Order

Time Confirmation Using Order/Operation Number for Sub Order
1. Call up the individual time confirmation.

Menu path Logistics → Plant maintenance → Maintenance processing →

Completion confirmation → Entry → Individual time confirmation

Transaction code IW41

You need to confirm the suborder first. The initial screen for individual time confirmation appears.

2. Enter the order number.

3. Choose Continue.

Enter all the relevant confirmation parameters and save

4. Select the operations/sub-operations for which you want to enter the completion
confirmation and choose Actual data.

If you save the confirmation the following message will appears.

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Overall Completion Confirmation

You use the overall completion confirmation if, in addition to the work time required, you also
regularly confirm other data, such as materials used, information about damage, the work and
services performed (tasks, activities) or measurement and counter readings.

Using the Overall Completion Confirmation

1. Call up the overall completion confirmation.

Menu path Logistics → Plant maintenance → Maintenance processing →

Completion confirmation → Entry → Overall completion confirmation

Transaction code IW42

2. Enter data as required in the header data section and choose Continue.

Depending on the combination of entries, the following data appears in the tables displayed
below:

Once the operation is confirmed at CMS, the user department can know the status of the
activity completed in the order created at CMS.

Enter all the confirmation parameters and save the confirmation

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4. Technically completing the order

To complete the order technically follow as shown below, Note that the technical completion of order indicates
all the maintenance works have been carried out. Material have been used, Services have been procured.

A popup will appear asking the malfunction time, populate the relevant information and enter. The status of the
system will contain as TECO,

5. Closing the Maintenance Order.

To close the maintenance order the material/Service documents should be completed, Order is a
cost carrier which is to be get settled to Cost Centres. After MM & FICO Activities you can now close
your maintenance order. Incase zero cost in the maintenance Order you can close your
maintenance Order directly.
In this case the order will be settled to superior order assigned to it (Parent Order) and cost will be
settled thro parent Order( order which was generated by the maintenance department).

Now the system status will contain as closed.

Now you have confirmed, technically completed and closed the sub order, like same you need to
confirm the parent order and settle the cost to relevant cost centre and close the business.

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