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Reactive Maintenance (4HH_US) PUBLIC
Purpose Error: Reference source not found 1
Test Script PUBLIC

SAP S/4HANA Cloud - 26-12-21
Reactive Maintenance (4HH_US)
Table of Contents
1 Purpose
2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Business Conditions
3 Preliminary Steps
3.1 Initializing Material Stock
3.2 Configure Flexible Workflow for Maintenance Orders
3.3 Create Planning Bucket
3.4 Maintain Cost Rates
3.5 Create Purchasing Information Record
4 Overview Table
5 Test Procedures
5.1 Create Maintenance Request
5.2 Review Maintenance Requests
5.3 Screen Maintenance Requests
5.4 Create and Plan Maintenance Order
5.5 Submit Maintenance Order for Approval
5.6 Approve Maintenance Order (Optional)
5.7 Review and Release Maintenance Order
5.8 Maintenance Backlog Overview
5.9 Convert Purchase Requisitions to Purchase Orders
5.10 Goods Receipt for Purchase Order
5.11 Post Goods Issue
5.12 Submit Order for Scheduling
5.13 Schedule Maintenance Orders and Submit for Execution
5.14 Execute Maintenance Order
5.15 Complete Main Work
5.16 Maintain Service Entry Sheet
5.17 Execute Post Work Operations
5.18 Review Failure Data
5.19 Review Maintenance Cost
5.20 Technically Complete Maintenance Order
5.21 Create Supplier Invoice with PO/GR Relation
6 Appendix
6.1 Process Integration
6.1.1 Preceeding Processes
6.1.2 Succeeding Processes

Test Procedures Error: Reference source not found 2
1 Purpose
This comprehensive nine-step process supports end-to-end maintenance process. First, a maintenance request is created (Initiation). Next, the maintenance request is screened and accepted (Screen -
ing). The maintenance request is converted into a maintenance order. During this phase, the required resources for processing the order are also planned (Planning). The maintenance order is then ap -
proved for execution (Approval). Next, the maintenance order is prepared for execution. Various requirements such as stock, nonstock material, purchase requisition, and capacity are reviewed
(Preparation). After this, the maintenance order is scheduled for execution (Scheduling). The maintenance order is then executed to repair malfunction (Execution). Then, activities like failure data
recording and other post-work activities are carried out (Post Execution). Finally, the maintenance order is reviewed and is technically completed (Completion).
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.
Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropriate.

2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
Testing in a 3-System Landscape
In a 3-system landscape (with SAP Central Business Configuration as your configuration environment), changes to software and business configuration are applied to your systems independently of
one another. It is therefore your responsibility to manage the active business configuration in your systems and synchronize configuration data in your SAP S/4HANA Cloud system landscape. A
synchronization is required, for example, after you've enhanced the scope, extended configuration, or adopted new or changed content from content updates or upgrades. For more information, refer
to the product assistance in the SAP Help Portal
Before testing, if you want to use all software features described for the process steps, reports, or items in this document, we recommend the Business Process Configuration Expert in your organiza-
tion has upgraded the configuration content and deployed the configuration data to your system landscape.
If the decision is not to upgrade the configuration content in your test or production system, you can run regression tests of software changes using the procedures in the previous test script version
(see the following link ).
2.1 System Access
Sys- Details
tem
Sys- Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your
tem role.
2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign it to the business role. You then assign
this business role to your individual users.
For more information, refer to How to Create a Business Role for the Administrator in the product assistance for SAP S/4HANA Cloud.
Name (Role Template) ID (Role Template) Name (Space) ID (Space)

Maintenance Planner SAP_BR_MAINTENANCE_PLANNER Maintenance Planner SAP_BR_MAINTENANCE_PLANNER
Maintenance Supervisor SAP_BR_MAINT_SUPERVISOR / Maintenance Supervisor / SAP_BR_MAINTENANCE_SUPERVI-

Name (Role Template) ID (Role Template) Name (Space) ID (Space)
SOR
Maintenance Technician SAP_BR_MAINTENANCE_TECHNI- Maintenance Technician SAP_BR_MAINTENANCE_TECHNICIAN

CIAN
Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Warehouse Clerk SAP_BR_WAREHOUSE_CLERK
Purchaser SAP_BR_PURCHASER
Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT
Employee SAP_BR_EMPLOYEE Employee SAP_BR_EMPLOYEE
Inventory Manager SAP_BR_INVENTORY_MANAGER Inventory Manager SAP_BR_INVENTORY_MANAGER
Configuration Expert - Business Process Config- SAP_BR_BPC_EXPERT Configuration Expert - Business Process Config- SAP_BR_BPC_EXPERT
uration uration
Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT
2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company is created in your system during implementation. The organizational structure reflects the structure of your company. The master data
represents materials, vendors, for example, depending on the operational focus of your company.
Use your own master data to go through the test procedure. You can also use the following sample data:
Data Sample Details Comments

Value
Equipment 217100091 Cooling Water Circulation
Pump
Equipment 217100093 Cooling Water Circulation

Pump
Spare Parts SP001 Bearing Spare parts
Spare Parts SP002 Coupling Spare parts
Spare Parts SP003 Shaft Spare parts
Spare Parts SP004 Gaskets 1mm Spare parts

Data Sample Details Comments
Value
Spare Parts SP005 Mechanical Seal Spare parts
Spare Parts SP006 Spur gear IS651 Spare parts
Non-stock Material NL001 Screw
Service Material SM0001 Service Material 01
Plant 1710 Plant 1 US
Storage Location 171B Std. storage 2
Supplier 17300001 Domestic US Supplier 1
For more information on creating master data objects, see the following Master Data Scripts (MDS):
Table 1: Master Data Script Reference
Master Data Description
ID
5LM Create Functional Location
5MF Create Equipment
5MH Create Maintenance Work Center
5MI Measuring Point
Bill of Material Structure
This overview shows the bill of material structure and the usage of each component if you have activated all optional enhancements.
Material Leve Material Uni Characteristics Optional Enhance-

l Type t ments
217100091 0 Equipment PC Cooling Water Circulation
Pump
SP001 1 ERSA PC Bearing

Material Leve Material Uni Characteristics Optional Enhance-
l Type t ments
SP002 1 ERSA PC Coupling
SP003 1 ERSA PC Shaft
SP004 1 ERSA PC Gaskets 1mm
SP005 1 ERSA PC Mechanical Seal
SP006 1 ERSA PC Spur Gear IS651
2.4 Business Conditions

Before this scope item can be tested, the following business conditions must be met.
Scope Item Business Condition

BNZ - Create New Open MM Posting Pe- You have completed the step described in the Create New Open MM Posting Period (BNZ) master data script. The posting period is up to date.
riod To run through this scope item, the materials must be available in stock.

3 Preliminary Steps
3.1 Initializing Material Stock
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date
Business
Role(s)
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose
In a real business case, the materials are usually purchased from external suppliers. In this case, the process is covered by the standard purchasing or subcontracting processes. This process step
shows you how to post initial stock directly to the storage locations.
Procedure
This section describes test procedures for each process step that belongs to this scope item.
Table 2:
Test Test Step Instruction Expected Result Pass/Fail/Com-
Step # Name ments
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

Step # Name ments
2 Access Open Manage Stock (F1062). The Manage Stock screen displays.
the App
3 Input Ma- Make the following entries and choose Enter:

terial ● Material: < material number>. Select one of the Spare Parts Material
mentioned in the previous section Master Data, Organizational Data, and
Other Data.
● Plant: 1710
4 Select Select the icon beside the stock that you want to add initial stock, for exam- A dialog box opens. The storage location, stock type and the cur-
Stock ple: rent quantity are displayed according to your entries in the previous
● Storage Location: 171B steps.
● Unrestricted-Use Stock
5 Add Ini- Make the following entries and choose Post: The system displays Material document XXX created. The stock
tial Entry ● Document Date: <today> has been added.
● Posting Date: <today>
● Stock Change: initial entry
● Quantity: <quantity number>
3.2 Configure Flexible Workflow for Maintenance Orders
Test Administration

Date
Business
Role(s)

Purpose
In this procedure, you can configure and activate flexible workflow for maintenance orders.
Procedure
Table 3:
Test Test Step Name Instruction Expected Result Pass/Fail/Com-
Step # ments
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as Configuration Expert - Business Process Configuration The SAP Fiori launchpad
is displayed.
2 Access the App Open Manage Workflows for Maintenance Orders - Asset Management (F4989) app. The Manage Workflows
screen is displayed.
3 Check Automatic Approval In Workflows list, choose Automatic Approval of Maintenance Order, Make sure workflow Auto- The workflow item is acti-
of Maintenance Order matic Approval of Maintenance Order is in active status. If not, select it and choose Activate. vated.
4 Manage Workflow You can also create custom workflow. When a workflow is triggered, it determines the agents
who can approve the maintenance order.
Below is a custom workflow created for reference
Choose Create and make following entries:
Workflow Name: <Enter Text>
Go to the START CONDITIONS area and choose Maintenance Order Type is <Enter Order
Type>
5 Create Step Sequence Go to the STEPS area, and choose Create, then make the following entries on the next screen:
Go to the RECIPIENTS area:
● Assignment By: User
● User: <Enter User ID>
● Step to be completed by: One of the recipients.

Step # ments
● Step Conditions:
Go to the Step Conditions area and choose Main Work Center of the order is <Enter Work center>
Choose Create.
6 Save Workflow Choose Save. Workflow is created.
7 Activate Workflow Go back to the workflow list. The workflow is activated.

Select the required workflow and choose Activate.
3.3 Create Planning Bucket
Test Administration

Date
Business
Role(s)
Purpose
With this app, you can create maintenance planning buckets that aid you in effectively managing your maintenance backlog. By defining maintenance planning buckets, you can divide the mainte -
nance effort into manageable groups based on their scope. The scope of a planning bucket includes time, but also other important attributes of the maintenance jobs such as the planner group.

Procedure
Table 4:
Test Step Test Step Name Instruction Expected Result Pass/Fail/Com-
# ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.
2 Access the App Open Manage Maintenance Planning Buckets (F3888) The app opens.
3 Create New Planning Choose the Create button. Enter the following information: Planning bucket is saved.
Bucket ● Label: <PUMP_1710>
● Description: <Planning Bucket for PUMP Unit>
● Type: Operational Maintenance
● Planning Plant: 1710
● Start Date and Time: Todays date/Time
● Duration: 7 Days
● Recurs Every: 1 WK
● Recurrence: Weekly
● Number of Buckets in Advance: 5
Scope:
● Planner Group: <Entry of your Choice >
● Maintenance Plant: 1710
● Technical Object: 217100091
● Plant Section: <Entry of your Choice >
● Main Work Center: <Entry of your Choice >
Choose Create.

3.4 Maintain Cost Rates
Test Administration

Date
Business
Role(s)
Purpose
In this activity, you can maintain, check, and update the actual cost rates.
Procedure
Table 5:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Cost Accountant - The SAP Fiori launchpad is displayed.
Overhead.
2 Access the App Open Manage Cost Rates (F3162) The app opens.
3 Check Actual Cost Set the following filters and choose Go. The actual cost rates for given cost centre, activity type and period are
Rates ● Valid On: Today checked for valid values.
● Cost Center: 17101701 Note You can skip the next step if there is a valid cost rate for given cost
center, activity type, and period.
Step # ments
● Activity Type: 11
● Currency: For example, USD
Check if there is a valid cost rate for given cost center, ac-
tivity type, and period.
4 Maintain Actual Choose Add and enter the following Cost rates are created.
Cost Rates ● Cost Center: 17101701
● Activity Type: 11
● From Fiscal Year: Current Year
● From Period: Current Period
● Fixed Rate: 100
● Currency: For example, USD
● Per:1
● Activity Unit: H
● Choose Save.
3.5 Create Purchasing Information Record
Test Administration

Date
Business
Role(s)

Purpose
The purpose of this activity is to create the information records for materials, for example, NL001 and choose a valid supplier (for example, 17300001).
This step becomes obsolete if the necessary information records are present. Check the information records supplier 17300001, material NL001 and purchasing organization 1710. The existing in-
formation records for this material are displayed on the screen.
Procedure
Table 6:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is displayed.
2 Access the App Open the Manage Purchasing Info Records (F1982) app. The Manage Purchasing Info Records screen
is displayed.
3 Open New Purchasing Info Choose Create. The Purchasing Info Record screen displays.
Record
4 Enter Header Data Go to header area and enter the following: Header data is added.
● Purchasing Info Record Category:: Standard
● Purchasing Organization: 1710
● Supplier: 17300001
● Material: NL001
● Plant: 1710
● Purchasing Group : 001
5 Enter General Information Enter the following: General information is added.

● Available From: Today
● Available To: 12/31/9999
6 Enter Purchasing Data Enter the following: Purchasing data is added.

● Incoterm: EXW
● Incoterm Location 1: Vendor

Step # ments
7 Enter Delivery and Quantity Enter the following details: Delivery and quantity data is added.
Data ● Delivery Time in Days: <XX Days>, for example, 1
● Under Delivery Tolerance in %: 10.0
● Over Delivery Tolerance in %: 10.0
● Tax Code: <Tax Code>, for example, I0. For Brazil, it is
00.
● Order Unit: PC
● Standard Order Quantity <Standard Order Quantity>, for
example, 10
8 Enter Condition Data Go to the Conditions area. Choose the Add icon. Enter the following: Condition data is added.
● Valid From: <Valid from Date>
● Amount: <Amount>, for example, 1
● Pricing Unit: <Pricing Unit>, for example, 1
● Valid To: <Valid to Date>
● Currency: <Currency>, for example, USD
Choose Apply.
9 Enter Reference Data (Op- You can enter reference data. Reference data is added.
tional)
10 Create Purchasing Information Choose Create. A purchasing information record is created.

Record

4 Overview Table
This scope item consists of several process steps provided in the table below.
Table 7:
Process Step Business Role Transaction/App Expected Results
Create Maintenance Request [page ] 19 Employee Create Maintenance Request (F1511A) Create a maintenance request for any failure.
Review Maintenance Requests [page ] 21 Employee My Maintenance Requests (F4513) Monitor a maintenance request.
Screen Maintenance Requests [page ] 22 Maintenance Supervisor Screen Maintenance Requests (F4605) Review, accept or reject a maintenance request.
Create and Plan Maintenance Order [page ] Maintenance Planner Manage Maintenance Notifications and Orders Convert maintenance notification into maintenance
23 (F4604) order and plan for resources .
Submit Maintenance Order for Approval Maintenance Planner Manage Maintenance Notifications and Orders Maintenance order is submitted for approval.
[page ] 27 (F4604)
Approve Maintenance Order (Optional) As per agent determined in My Inbox (F0862) Maintenance order is approved
[page ] 28 the workflow.
Review and Release Maintenance Order Maintenance Planner Manage Maintenance Notifications and Orders Maintenance order is released.
[page ] 30 (F4604)
Maintenance Backlog Overview [page ] 31 Maintenance Planner Maintenance Backlog Overview (F5105) Maintenance backlog is reviewed
Convert Purchase Requisitions to Purchase Purchaser Process Purchase Requisitions - Formerly Manage Pur- Purchase requisitions are converted to purchase or-
Orders [page ] 33 chase Requisitions (F1048) ders.
Goods Receipt for Purchase Order [page ] Warehouse Clerk Post Goods Receipt for Purchasing Document Goods receipt is posted.
35 (F0843)
Post Goods Issue [page ] 36 Warehouse Clerk Post Goods Movement (MIGO) Good issued
Submit Order for Scheduling [page ] 38 Maintenance Planner Find Maintenance Order (F2175) Maintenance orders are ready to be scheduled.
Schedule Maintenance Orders and Submit Maintenance Planner Find Maintenance Order (F2175) Maintenance orders are scheduled.
for Execution [page ] 39
Execute Maintenance Order [page ] 40 Maintenance Technician Perform Maintenance Jobs (F5104A) Time confirmation of pre and main maintenance or-
der operations
Complete Main Work [page ] 42 Maintenance Supervisor Find Maintenance Order (F2175) Pre and main work is completed
Process Step Business Role Transaction/App Expected Results
Maintain Service Entry Sheet [page ] 43 Purchaser Manage Service Entry Sheets - Lean Services The service entry sheet is created.
(F2027)
Execute Post Work Operations [page ] 45 Maintenance Technician Perform Maintenance Jobs (F5104A) Post work operations are completed.
Review Failure Data [page ] 48 Maintenance Supervisor Find Maintenance Order (F2175) Review failure data.
Review Maintenance Cost [page ] 49 Maintenance Planner Maintenance Order Costs (F4603)
Technically Complete Maintenance Order Maintenance Planner Find Maintenance Order (F2175) Maintenance order is technically completed.
[page ] 50
Create Supplier Invoice with PO/GR Rela- Accounts Payable Accoun- Create Supplier Invoice - Advanced (MIRO) Supplier invoice is posted.
tion [page ] 52 tant

5 Test Procedures
5.1 Create Maintenance Request
Test Administration

Date
Business
Role(s)
Purpose
This is Initiation phase of maintenance where an employee can create a maintenance request. This process step shows you how to create a maintenance request.
Procedure

Table 8:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as an Employee. The SAP Fiori launchpad is displayed.
2 Access the App Open Create Maintenance Request (F1511A). The Create Maintenance Request screen is
displayed.
3 Enter Details Enter the following details: The details are entered.
● Technical Object: 217100091
You can also search for an object using plain text. Enter keyword such as water pump and
choose Go. From the results, select the equipment with number 217100091 and descrip-
tion Cooling Water Circulation Pump.
● Current Location: Platform
● Failure Mode Group: PM General
● Failure Mode: Vibrations
● Detection Method: Inspection
● Effect: Production restricted. Effect can be selected from the list available.
● Malfunction Date: < Enter Date >
● Long Text: Answer the predefined questions.
● Description: Detailed information regarding the maintenance request can be updated here.
4 Assess Priority Assess Priority: Select relevant consequence and likelihood for each consequence category on Priority is automatically calculated and pop-
left hand side and click Assess button on the right bottom. ulated on the screen.
Ensure that the following prerequisites are met:
● Ensure that the technical object is populated.
● Technical object master data has the maintenance plant populated in the Location Data
tab.
5 Add In the Attachments area, choose Upload. Select the files you want to upload. You can also The files and the links are added to the
Attachment/URL choose Add a Link to provide link to relevant information for the maintenance request. maintenance request.
(Optional)
6 Save Choose Submit. The maintenance request is submitted and is

available in My Maintenance Requests
(F4513) app.

5.2 Review Maintenance Requests
Test Administration

Date
Business
Role(s)
Purpose
Employee can check their existing maintenance requests in this application with various filter options as explained below.
Procedure
Table 9:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Employee. The SAP Fiori launchpad displays.
2 Access the App Open My Maintenance Requests (F4513) The app opens.
3 Search for Maintenance Re- You can switch between the list of maintenance requests based on the status of the System retrieves list of maintenance re-
quest Based on the Status maintenance requests by selecting the appropriate status buttons on the top left cor- quests created based on the selected status.
ner.
You can view maintenance requests that have been submitted, accepted, rejected,
completed, and those that require action from the initiator.
Step # ments
To create new maintenance requests, choose Create button.
4 Review Maintenance Re- Choose the maintenance request created in the previous step to view details and re- The maintenance request is reviewed.
quest view progress.
5.3 Screen Maintenance Requests
Test Administration

Date
Business
Role(s)
Purpose
This is Screening phase of the process where the supervisor might need to review the maintenance request. Change responsibility of the requests (if required) and take appropriate decision to proceed
with request or reject the request.
Procedure

Table 10:
Test Test Step Name Instruction Pass/Fail/Com-
Step ments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervisor. The SAP Fiori launch-
pad is displayed.
2 Access the App Open Screen Maintenance Requests (F4605) The app opens.
3 List Display of By default, the app displays a list of maintenance requests that are open. List of maintenance re-
Maintenance Re- It is possible to switch between the list of maintenance requests in Accepted, Rejected, Action Required or Com- quests is displayed
quests pleted status. based on filter criteria.
In the field Notification Type enter Reactive Work and choose Go.
4 Change Respon- Select the maintenance requests for which responsibility needs to be changed. Responsibility details
sibility (Op- Choose Change Responsibility button on top right. of the maintenance re-
tional) quest is changed.
Work center, planner group, planning plant, and person responsible can be changed
5 Review and Choose a maintenance request which needs to be reviewed. Maintenance Request is opened and details can be seen. Maintenance request is
Modify the Choose Edit and check whether you can change the malfunction information or person responsible. reviewed and updated.
Maintenance Re-
quest
6 Accept Mainte- From the top right side, you can choose Accept, Reject, or Action Required. The maintenance re-
nance Request Accept the maintenance request if all the details are correct in the request. quest is accepted.
If you choose Action Required, the maintenance request is sent back and will be available in Action Required tab of
My Maintenance Requests app where the initiator can provide required information and resend it for screening. If
you reject a maintenance request, the request will not be processed further and can be seen in the Rejected tab of My
Maintenance Requests app. The reason code needs to be selected if maintenance request is rejected or sent back
seeking additional information.
5.4 Create and Plan Maintenance Order
Test Administration

Date
Business
Role(s)
Purpose
After a maintenance request is accepted, we are in Planning phase of this process. The accepted Maintenance Request will be called Maintenance Notification. This process step shows how to con-
vert a maintenance notification into a maintenance order and, provides details about planning the resources for the order.
Order processing helps you to plan maintenance tasks in greater detail. You decide the tasks to be performed and what components (materials) are needed, and so on.
Procedure
Table 11:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is displayed.
2 Access the App Open the Manage Maintenance Notifications and Orders (F4604) app. The app opens with details.
3 Get list of Maintenance Notifi- In the field Execution Object Type choose Maintenance Notification. A list of accepted notifications is dis-
cations played based on the filter criteria.
4 Create or Assign Maintenance To create or assign an order, follow these steps: The maintenance order is created and
Order 1. Select one or more maintenance notifications for which maintenance order needs is assigned to the maintenance notifica-
to be created. tion.
2. Choose Create Order button on the top of the screen. The options appear. The ID of the Maintenance Order is
displayed in the column Associated
3. Select the Maintenance Order Type: Reactive Maintenance (YA01)
With.
4. Choose Create.

Step # ments
Alternatively, it is possible to assign existing maintenance order to a maintenance
notification using the Assign Order button.
5 Plan Maintenance Order In the Associated With column, select the maintenance order. The details of the Maintenance order is in Change Main-
maintenance order are displayed. tenance Order screen
Go to Change Maintenance Order app. .
To plan maintenance order, add details such as material, services, and labor in
Change Maintenance Order app as described in steps below.
6 Defines the Operations to be Go to the Operation Data tab. This selection brings you to the operation overview. Operations are added with Pre, Main
Performed to Resolve the Mal- Make the following entries in the Operations table. and Post stages along with other de-
function ● Operation : (exammple, 0010) tails.
● Description: <Entry of your choice>
● Work: <Entry of your choice>
● Number of Capacities: <2>
● Stage: <Select Stage as required>
The system calculates the duration of the operation based on the time you entered in
the Work field and on how many people you schedule in the Number field to per-
form this operation.
Add required number of operations based on Pre, Main and Post stage.
You have now made all the entries in the header data screen of the order.
7 Select Material Choose line of operation (exammple, 0010) and choose Materials tab at the bottom
of the screen. Enter the following:
Variant: Standard
8 Add Stock and Non Stock Ma- For a stock material, follow these steps: Stock and non-stock material are added
terial 1. Choose Select from Structure List. to the maintenance order.
2. On the Select Material Component screen, select the stock item of item category
L (for examples, SP001).
3. Choose OK.
For a non-stock material, enter the following:
● Material: NL001
● Item Category: Non-stock Item N
● Quantity: <1>

Step # ments
● Plant: 1710
● Purchasing Org: 1710
● G/L Account: 61002000
Note To duplicate a material line in the list with all item data, choose Copy Material.
You can then change specific fields in the copied line.
9 Add Services Choose line of operation 0010 and choose Services tab at the bottom of the screen. Services are added to maintenance or-
For a service without service material, enter the following: der.
● Description: <Description of service>
● Quantity: <1>
● Unit:<H>
● Plant: 1710
● Price: Entry of your choice
● Purchasing Org: 1710
● Purchasing Group: 001
● Supplier: 17300001
● G/L Account: 65008000
● Material Group: YBMM01
You can choose Settings button to add or remove fields in the screen.
For service with service material, enter the following:
● Product: SM0001
● Quantity: <1>
Press Enter. The system will fill up other fields from Service Product Master.
10 Cost Review Go to costs tab Planned and estimated costs are re-
In the top of the screen select Additional functions > Determine Costs viewed and updated.
Planned costs to be shown as per the value category
Estimated costs can be updated against each value category
11 Check Entries Choose Check Entries in the upper left corner of the screen. Entries have been checked.
12 Save Order Choose Save Order 4000XXX is saved.

Maintenance order is In Planning

Step # ments
phase.
The selected stock material is reserved
automatically.
To verify this, log on to the SAP Fiori
launchpad as a Warehouse Clerk.
Open Display Stock Overview
Enter the stock material, plant, and
storage location and choose Environ-
ment.
Choose Reservation.
5.5 Submit Maintenance Order for Approval
Test Administration

Date
Business
Role(s)
Purpose
After you have planned resources for the maintenance order, it can be submitted for approval to the supervisor. This will set the status of the maintenance order to Ready to Prepare subphase.

Procedure
Table 12:
Step # ments
2 Access the App Open the Manage Maintenance Notifications and Orders The app opens.
(F4604) app.
3 Get list of Mainte- Enter the following: A list of maintenance orders is displayed based on search crite-
nance Orders ● Execution Object Type: Maintenance Order ria.
● Order Type: Reactive Maintenance
..
4 Submit Order for Ap- Select single maintenance order or a list of maintenance orders Maintenance order has been submitted for approval.
proval which are ready for approval. The order goes for approval as per the workflow that you have
On top right side of the screen, choose Submit for Approval but- maintained.
ton. Note If custom workflows have not been maintained, the order
gets approved automatically.
Maintenance order is In Planning phase now.
5.6 Approve Maintenance Order (Optional)
Test Administration

Date

Business
Role(s)
Purpose
This process step shows you how to approve a maintenance order from My Inbox (F0862) app. Kindly note that this step involves a flexible workflow which can be set up to approve the mainte-
nance order.
Procedure
Table 13:
Step # Name ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervisor. The SAP Fiori launchpad is displayed.
2 Access Open My Inbox (F0862) app. A list of orders that are ready for approval is
the App displayed.
3 Approve On the My Inbox screen, select the workflow request for maintenance order. You can review infor- The maintenance order is approved and the
mation page which gives details of maintenance order like general data, responsibilities, account as- order will be removed from the list in My
signment, cost, dates and so on. Inbox.
Update comment in Comments section.
Approve the maintenance order and add decision note if required.
Note If a maintenance order is rejected, it can be processed further and sent for approval again.

5.7 Review and Release Maintenance Order
Test Administration

Date
Business
Role(s)
Purpose
We are in Ready to Prepare subphase. In this process step, you can review a list of approved maintenance orders and release them for Preparation phase.
Procedure
Table 14:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launch-
pad is displayed.
2 Access the App Open Manage Maintenance Notifications and Orders (F4604) app. The app opens.
3 Review List of Maintenance On top there are list of filters available. Enter the following: Maintenance order is
Order ● Execution object: Maintenance Order Number which was approved in the pre- displayed in list view.
vious step

Step # ments
Choose Go.
4 Release Maintenance Order You can select the order by selecting the check box on the left hand side. Choose Release. Maintenance order is
Plan costs at the time of releasing the order will be taken as baseline cost and will be displayed in de- released for prepara-
tailed cost analysis section of cost tab. Even if there is a change in plan cost later the ,baseline cost will tion.
remain the same and this will help to understand the deviation from plan costs.
5 Purchase Requisition Num- When the maintenance order is released, purchase requisition is created for the maintenance order. The purchase requisi-
ber for Non-Stock Material Select the maintenance order. The Maintenance Order screen opens. tion number is dis-
Items and services played.
Select the row for operation 0010 and choose the Material tab.
Note the purchase requisition number for non-stock material or services in the Purchase Requisition col-
umn.
5.8 Maintenance Backlog Overview
Test Administration

Date
Business
Role(s)
Purpose
The maintenance order is in Preparation phase now. Maintenance Backlog Overview screen will allow you to view various cards. You can check Maintenance Backlog Card which shows backlog of
maintenance orders based on phase or buckets.
Procedure
Table 15:
Step ments
#
2 Access the App Open the Maintenance Backlog Overview (F5105) app. The app opens.
3 Open Maintenance Order via Main- Use the filter on the top to get the list of orders based on planning The Maintenance Backlog card, External Procurement
tenance Backlog Card bucket template card and Quick Link card are displayed.
● Planning Bucket Template: PUMP_1710
● Past Buckets: 1
● Future Buckets: 5
4 Manage Maintenance Backlog Select the criteria to show a list of orders. Below criteria are avail- The maintenance backlog card is displayed using dif-
Card able for selection: ferent selection criteria.
● By Phase
● By Maintenance Activity Type
● By Order and Notification Type
● By priority
5 Review Maintenance Orders and Choose the bar chart to review the maintenance order or the main- The Manage Maintenance Notifications and Orders
Maintenance Notifications tenance notification in that. app opens.
If the total count on the bar segment is 1, then it will
directly open the Maintenance Order or Maintenance
Notification screen.
6 Manage Maintenance Backlog Select By Phase in the maintenance backlog card and choose the The Manage Maintenance Backlog screen opens and
Card (By Phase) bar that indicates preparation. the order list is displayed along with their correspond-
ing statuses in the Orders in Preparation tab.
6.1 Manage Maintenance Backlog Select Stock Components, Non-Stock Components Services and The maintenance order details have been reviewed.
Card (By Phase) Resources tabs to review the corresponding details.
6.2 Manage Maintenance Backlog To keep the committed quantity and to fulfill the shortage quantity, The system assigns the available stock material to the
Card (By Phase) - Keep Committed follow these steps: maintenance order if there is a shortage.
Quantities- Activate (Optional)
Step ments
#
1. Go to the Stock Components tab.
2. Go to the Orders In Preparation tab.
3. Choose Keep Committed Quantities > Activate .
You can schedule the job through the Schedule Material Availabil-
ity Check Report to perform an ATP check for stock components.
6.3 Manage Maintenance Backlog To change the scheduling of the maintenance orders, follow these The basic start date or the end date is changed and the
Card (By Phase) – Schedule Order steps: order is moved to the next or the previous bucket re-
(Optional) 1. Go to the Orders tab. spectively.
2. Go to the Orders In Preparation tab. The maintenance order moves into the scheduling
phase.
3. Choose Change Scheduling and select any of the options. You
can assign the order to the next or the previous bucket or you
can change the basic start date or the end date.
To submit the order for scheduling, choose Submit for Scheduling.
7 Manage External Procurement Click on the bar chart to review the purchase requisition or the pur- The purchase requisition or the purchase order is dis-
Card chase order for the corresponding milestone. played.
5.9 Convert Purchase Requisitions to Purchase Orders
Test Administration

Date
Business
Role(s)

Purpose
This process step shows you how to assign purchase requisitions to a source of supply and to convert assigned source purchase requisitions to purchase orders.
Procedure
Table 16:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Purchaser. The SAP Fiori launchpad is displayed.
2 Access the App Open the Process Purchase Requisitions - Formerly Manage Purchase The Process Purchase Requisitions screen is displayed
Requisitions (F1048) app.
3 Search for Purchase On the Process Purchase Requisitions screen,enter the following and A list of purchase requisitions is displayed.
Requisition choose Go.
● Plant: 1710
● Purchasing Group: 001
● Purchasing Organization: 1710
4 Select Purchase Requi- Select Purchase Requisition The Select Source of Supply screen displays.
sition Select the purchase requisitions you created in the previous step.
Choose the link for 1 source under the Assigned Supplier field.
5 Assign Source to Pur- In the Select Source of Supply screen. Select a displayed source with a The assignment of one source to the requisition is done. A
chase Requisition real price (not zero), for example, 17300001. list of purchase requisitions is displayed.
6 Prepare the Purchase Select the purchase requisition for which the assigned supplier is dis- The Process Purchase Requisitions screen displays.
Order played.
Choose Create Purchase Order.
7 Create the Purchase Or- On Purchase Order Type, choose Standard PO and choose Save. The purchase order is created.
der On the popup screen, the system displays the message Standard PO
created under the number 450000XXXX.
Choose OK.
Please note down PO number

5.10 Goods Receipt for Purchase Order
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to post the goods receipt for the purchase order.
Procedure
Table 17:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Warehouse Clerk. The SAP Fiori launchpad is displayed.
2 Access the App Open Post Goods Movement (MIGO) app. The Post Goods Movement screen is displayed.
3 Enter Goods Receipt Enter the following and press Enter: The GR order is entered.
Order ● First top-left frame: Goods Receipt
● Second top-left frame: Purchaser Order
● Order: <Enter the Purchase order number in the previous step>

Step # ments
● GR goods receipt: 101
Choose Execute.
4 Enter Date Enter the following:

● Document date: default
● Posting date: default
5 Quantity Choose the Quantity tab.
6 Enter Quantity Enter the following: The quantity is entered.

Qty in Unit of Entry: Enter the quantity you confirmed in the previous
step. For example: 1
7 Set Item OK and Post Select the Item OK checkbox and choose Post at the bottom of the The system displays the message: Material document
screen. 500xxxxxxx posted.
5.11 Post Goods Issue
Test Administration

Date
Business
Role(s)

Purpose
You are now in Execution phase of the process. This process step shows you how to post the goods issue from storage location.
Procedure
Table 18:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Warehouse Clerk. The SAP Fiori launchpad is displayed.
2 Access the App Open Post Goods Movement (MIGO) app. The Post Goods Movement screen is displayed.
3 Enter Goods Issue Enter the following and press Enter: The goods issue order is entered.
Order ● First top-left frame: Goods Issue
● Second top-left frame: Order
● Order: <Enter the Maintenance order number>
● GI for order: 261
● Choose Execute.
4 Enter Date Enter the following:

● Document date: default
● Posting date: default
5 Quantity Choose the Quantity tab.
6 Enter Quantity Enter the following: The quantity is entered.

Qty in Unit of Entry: Enter the quantity you confirmed in the previous
step. For example: 1
7 Set Item OK and Select the Item OK checkbox and choose Post at the bottom of the The system displays the message Material document
Post screen. 500xxxxxxx posted.

5.12 Submit Order for Scheduling
Test Administration

Date
Business
Role(s)
Purpose
Once Preparation is done and backlog is reviewed, the order can be set for Ready to Schedule to start Scheduling phase.
Procedure
Table 19:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner . The SAP Fiori launchpad is displayed.
2 Access the App Open the Find Maintenance Order (F2175) app. A list of orders is displayed.
3 Review List of Mainte- On top there are list of filters available. Enter Technical object: A list of maintenance orders is displayed.
nance Order 217100091 and click on Go.
4 Set Orders for Ready Select the orders to be scheduled by clicking the check box. The maintenance order is ready to be scheduled. This will set
for Scheduling Choose Change Status > Ready to Schedule the status of the order header to ORSC.

5.13 Schedule Maintenance Orders and Submit for Execution
Test Administration

Date
Business
Role(s)
Purpose
In this step, you can schedule the order operations and set the operations ready for execution.
Procedure
Table 20:
Step # ments
2 Access the App Open Find Maintenance Order (F2175) app. The app opens.
3 Review List of On top there are list of filters available. Enter the technical object 217100091 A list of maintenance orders are reviewed and are ready
Maintenance Order and choose Go. Adjust the dates, capacity, and so on if required. for scheduling.
4 Set Orders to After review the maintenance order, you can choose Dispatch Operations but- The maintenance order is submitted for execution and
Ready for Execu- ton to let the order enter the Execution phase and Ready to Execute subphase. the status of all the order operations are set to DSPT.

Step # ments
tion Note If the scope item 43R (Resource Scheduling) is activated, the correspond-
ing applications can be used for dispatching the operations.
5.14 Execute Maintenance Order
Test Administration

Date
Business
Role(s)
Purpose
In Execution phase, technician will execute pre and main operations.
Procedure

Table 21:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Technician. The SAP Fiori launchpad is displayed.
2 Access the App Open the Perform Maintenance Jobs (F5104A) app. The app opens.
3 Filter the list of Use the filter on the top to enter the order ID which was dis- A list of dispatched operations for the selected order is displayed.
Orders for Exe- patched for execution and choose Go.
cution
4 Assign Operation Select the operation and choose Assign to Me The operation is assigned to you.
(Optional) The Assign to Me button is enabled only if the order operation is
not assigned to anyone
5 Select the Opera- Choose the operations in PRE and MAIN stages to navigate to It will display the Perform Maintenance Job screen for the operation
tion for Process- the Perform Maintenance Job screen. which was selected on the list page.
ing
6 Start the Opera- Choose Start. The subphase is changed to work in execution.
tion
7 Review Compo- Check the components which are associated with the order in the It will show the list of components that are associated with the order.
nents respective section on the Perform Maintenance Jobs screen.
8 Goods Issue or 1. Go to Components tab Material is issued or returned.

Return (Op- 2. Choose Post.
tional)
The Post Goods Issue screen is displayed. Enter the required
quantity and choose Post.
3. Choose Return for the material that has to be returned
The Return Goods screen is displayed. Enter the required
quantity and choose Return.
A new line item for the material is generated
4. Choose Post.
The Post Goods Return screen is displayed. Enter the re-
quired quantity and choose Post.
9 Review Attach- Check the Attachments tab which is associated with the order in It will show the list of attachments associated with the order.
ments the respective section on the Perform Maintenance Jobs screen.
10 Pause and Re- Choose Pause button to pause the work. For an operation that has been paused, the subphase will be Work Paused.

Step # ments
sume Work After you pause the work, you can restart the work by choosing When you resume the work, the subphase changes to Work in Execution.
Resume.
11 Time Confirma- Choose Record Time on the top left corner of the operation ob- You will receive a message confirming that the time confirmations have
tion ject page to perform time confirmation. The Record Time screen been posted. You can view the number of time confirmations that have
is displayed. Enter the following: been posted in the Operation Details screen.
● Actual work. For example, 4 hours The work progress is shown as 100 %.
● Remaining work, if any. For example, 2 hours. The subphase is changed to Work Finished.
● Enter the confirmation text as required.
Select the check box Final Confirmation and choose OK when
the time confirmation for the operation is completed.
This needs to be repeated for all the operations in PRE and
MAIN execution stages.
12 Add Measure- You can add measurement for the technical object using Add Measurement data is updated.
ment (Optional) Measurement button.
5.15 Complete Main Work
Test Administration

Date
Business
Role(s)

Purpose
After execution of Pre and Main work by the Technician, the Maintenance Supervisor will review the work and change the status from Main Work Completed to Post Execution phase.
Procedure
Table 22:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervisor The SAP Fiori launchpad is displayed.
2 Access the App Open Find Maintenance Order (F2175) app. A list of maintenance orders is displayed.
3 Review List of Maintenance Order On top there are list of filters available. Enter Technical ob- A list of maintenance orders is displayed.
ject: 217100091 and click on Go.
You can also search based on other filter criteria.
4 Review and Set Order Status Main Select the order and choose Change Status > Main Work The status of the maintenance order is changed to sub-
Work Completed Completed phase Main Work Completed.
5.16 Maintain Service Entry Sheet
Test Administration

Date
Business
Role(s)

Purpose
In this activity, you report the performed services in the service entry sheet.
Procedure
Table 23:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Purchaser. The SAP Fiori launchpad is
displayed.
2 Access the App Open the Manage Service Entry Sheets - Lean Services (F2027) app. The app opens.
3 Enter Field Values Choose Create.

Case 1: Purchase service with- On the Service Entry Sheets screen, enter the following:
out material number ● Name of Service Entry Sheet: <SES Name>, for example, Vincent Sun
Case 2: Purchase service with ● Reference Purchase Order: <Purchase order you created>
material number
● Posting Date for Goods Receipt: <Today’s date>
Press Enter. In the Add Purchase Order Items pop up that opens, select the check boxes for
the product. Choose the Add button.
You can increase service entry sheet items by using the increase button and you can use the
search to look for purchase order items.
In the Items area, enter the following for each item:
● Performance Period: <Enter the date range>
● Stated Quantity: < Stated Quantity >. For example,10
4 Add Attachments in Service You can upload files using the Upload button or add a link to the service entry sheet and
Entry Sheet (Optional) view the existing attachments by following one of these:
On the header level, go to tab Attachments

Step # ments
On the item level, go to tab Items, open the details and go to tab Attachments.
If the attachments are not required any longer, you can delete them.
You can view the attachments and save them on your device regardless of the status of the
service entry sheet.
You can add or delete attachments only while editing the service entry sheet. This means
that the status of the service entry sheet must be In Process.
5 Create Service Entry Sheet Choose Create The service entry sheet is cre-
ated.
6 Send for Approval Choose Send for Approval. The service entry sheet is
sent for approval.
7 Check the Status of the Service On the Manage Service Entry Sheets screen, follow these steps:
Entry Sheet. 1. Search for the service entry sheet that you had created above
2. Check the status of the service entry sheet.
3. Send service entry sheet for approval if approval is required.
If the status is Approved, do not send the service entry sheet for approval with flexible
workflow.
5.17 Execute Post Work Operations
Test Administration

Date
Business
Role(s)

Purpose
In this process step the technician will execute post operations activities (if any) and also update the malfunction details and failure data.
Procedure
Table 24:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Technician. The SAP Fiori launchpad is displayed.
2 Access the App Open the Perform Maintenance Jobs (F5104A) app. The app opens.
3 Filter the list of Use the filter on the top and enter the order ID which was dis- A list of dispatched operations for the selected order is displayed.
Orders for execu- patched for execution and choose Go.
tion
4 Select the order Choose the operations in POST stage to navigate to the Perform It will display the Perform Maintenance Job screen for the operation
operation for pro- Maintenance Job screen.. which was selected on the list page.
cessing
5 Edit Malfunction Choose Edit button available in Malfunction Data section. The The saved details are shown as malfunction data.
Data Edit Malfunction Data screen is displayed.
● Select an effect from dropdown list.
● Select a failure mode from dropdown list.
● Select a detection method from dropdown list.
● Enter Malfunction Start Date and Time as today's date and
time in the following format: 09:00:00 am
● Enter Malfunction End Date and Time as today's date and
time in the following format: 11:00:00 am.
● Select the checkbox if there is a breakdown. The breakdown
duration is automatically calculated.
Step # ments
● Describe the breakdown.
Click on Save button.
6 Record Malfunc- Choose Add icon available in Malfunction Details section. The The saved details are shown as malfunction details.
tion Details Add Malfunction Details screen is displayed. Enter the following
details in the Damage Details tab:
● Select the object part from dropdown list.
● Select the damage code from dropdown list.
● Enter a description for the damage.
Enter the following details on the Cause tab:
● Select the cause code from dropdown list.
● Enter a description for the cause.
● Select the Root Cause radio button.
Enter the following details on the Activity tab:
● Select the activity code from dropdown list
● Enter a description for the activity.
Click OK button.
You can add additional causes and activities using the New
Cause and New Activity buttons respectively.
7 Time confirmation Choose Record Time at the top left corner of the operation object You will receive a message informing you that the time confirmations
page to perform time confirmation. have been posted. You can view the number of confirmations that have
The Record Time screen is displayed. Enter the following details: been posted in the Operation Details screen.
● Enter the actual work. For example, 4 hours The work progress is shown as 100 %.
● Enter the remaining work if any. For example , 2 hours. The subphase is changed to Work Finished.
● Enter a description for the confirmation as required.
Select the check box Final Confirmation and choose OK when
the time confirmation has been completed.
It needs to be repeated for all the operations in POST execution
stage.

5.18 Review Failure Data
Test Administration

Date
Business
Role(s)
Purpose
In this step, the supervisor can review the failure data updated by the technician.
Procedure
Table 25:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervisor. The SAP Fiori launchpad is displayed.
2 Access the App Open the Find Maintenance Order (F2175) app. The app opens.
3 Get the list of orders for review Search for the order by providing the order number in the Order filter avail- The order is reviewed and verified.
able in the filter section and click on go
4 Review and verify the details To see malfunction details, select the corresponding notification and choose The malfunction information captured by the
captured in order Manage Malfunction Information. technician is verified.

Step # ments
Verify the malfunction details captured by the technician in the previous
step
5.19 Review Maintenance Cost
Test Administration

Date
Business
Role(s)
Purpose
Maintenance planner can review the cost of maintenance orders.
Procedure

Table 26:
Step # Name ments
2 Access the Open the Maintenance Order Costs - Plan / Actual (F4603) app. The app opens.
App
3 Enter De- Use the filter option available to search for maintenance orders. Enter Estimated, planned, baseline, and actual cost of the result mainte-
tails the following details:. nance orders can be seen..
● Relative Date Function: Previous30days
● G/L Account Hierarchy: YPS2
● Ledger: 0L
● Company Code: 1710
● Equipment: 217100091
Choose Go.
4 Review Cost Choose any order to see operation wise cost split. The detailed cost of each order is reviewed.
5.20 Technically Complete Maintenance Order
Test Administration

Date
Business
Role(s)

Purpose
The maintenance notification is completed and the maintenance order is technically completed after the required maintenance work has been performed.
The technical completion reduces all the purchase requisitions, open reservations, and capacities still outstanding for the maintenance order.
Nevertheless, the order can continue to receive costs, for example, through invoice receipts for delivered and used materials. However it is blocked for all changes in the processing.
The order settlement transfers the costs incurred that were temporarily collected for the maintenance order, to the recipient, for example, to the cost center for the maintained object. This process step
shows you how to technically complete a maintenance order.
Procedure
Table 27:
Test Step Test Step Name Instruction Expected Result Pass/Fail/Com-
# ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Planner.
2 Access the App Open the Find Maintenance Order (F2175) app. The app opens.
3 Search for Order Number On the Maintenance Order screen, enter: List of maintenance orders are displayed based on search cri-
Order Type: Reactive Maintenance teria.
Choose GO.
5 Set Complete (Technically) Choose Change Status > Complete Technically. The Complete (Technically) screen displays.
Status
6 Reference Data Enter the following: The order is technically complete.

● Completion Date/Time
● Complete Assigned Notifications: flag set
● Choose Complete Technically

5.21 Create Supplier Invoice with PO/GR Relation
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to create the invoice with reference to the purchase order.
Procedure
Table 28:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Accounts Payable Accountant. The SAP Fiori launchpad is displayed.
2 Open the App Open Create Supplier Invoice - Advanced (MIRO). The app opens.
3 Navigation If the system prompts you, enter the following and choose Continue: The Enter Incoming Invoice screen is
● Company Code: 1710 displayed.
4 Enter Basic Data Enter the following: Basic data is entered.

● Transaction: Invoice
Step # ments
● Invoice Date: Today's date
● Posting Date: Today's date
● Reference: <Reference invoice number from invoicing party>
● Amount: <Amount according to the invoice value>.
● Currency: USD
● Select Calculated Tax
● Tax Code: Enter the tax code.
If there is no tax, specify the tax code 10 (for Brazil, it is 00).
If G/L account is subjected to tax, ensure that you enter an appropriate tax code.
5 Enter Purchase Order On the Purchase Order References screen, make the following entries: The Purchase Order References screen
References Reference Document Category: Purchase Order/ Scheduling Agreement is displayed.
Purchase Order: Enter the purchase order you posted in the previous step.
6 Check the Purchase Or- Check the amount, the quantity and the tax code. The amount and the quantity corre-
der Items Data spond to the values of the goods re-
ceipts.
7 Check Tax Code In the Tax area, check the tax code information and the tax amount.
8 Simulate Supplier In- Choose Simulate.

voice and Check Mes- If there are no differences (or if the value is within the defined tolerance), the Simulation
sages screen displays. You can check the results in the Simulation Overview and Simulation De-
tails areas.
Review the Gross Invoice Amount against the items plus tax amount (if tax code is 10, (for
Brazil, it is 00), you do not have any tax amount)
9 Post Invoice Choose Post. The invoice is posted.

Invoice document 51XXXXXXXX was posted (Journal Entry: 51XXXXXXXX ) message
is displayed.

6 Appendix
6.1 Process Integration
6.1.1 Preceeding Processes

You must first complete the following processes before you start with the test steps:
Table 29:
Process Business Condition
Create New Open MM Posting Period A new MM period must ex-
(BNZ) ist.
6.1.2 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:
Table 30:
Process Business Condition
Accounts Payable (J60) Use the master data from this test script and execute the following steps:
● Invoice payment preparation
● Payment run
● Single outgoing payment
● Manual payment online
Period-End Closing - Maintenance Orders A maintenance order is technically completed as part of this script.
(BF7)

Typographic Conventions
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Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names,
menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions. www.sap.com/contactsap

EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and
key concepts of a programming language when they are surrounded by body text, for example, SELECT and IN-
CLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and param-
eters, source text, and names of installation, upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documenta-
tion.
<Exam- Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to
ple> make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .
© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or
for any purpose without the express permission of SAP SE or an SAP affili-
ate company. The information contained herein may be changed without
prior notice.
Some software products marketed by SAP SE and its distributors contain
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specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for in-
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ranty statements accompanying such products and services, if any. Nothing
herein should be construed as constituting an additional warranty.
Reactive Maintenance (4HH_US) SAP and other SAP products and services mentioned herein as well as their
PUBLIC
Test Procedures respective logos are trademarksError:
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Reactive Maintenance (4HH_US) PUBLIC

Purpose Error: Reference source not found 1

Test Script PUBLIC

Reactive Maintenance (4HH_US)

Reactive Maintenance (4HH_US) PUBLIC

Reactive Maintenance (4HH_US) PUBLIC

2.1 System Access

Name (Role Template) ID (Role Template) Name (Space) ID (Space)

Maintenance Supervisor SAP_BR_MAINT_SUPERVISOR / Maintenance Supervisor / SAP_BR_MAINTENANCE_SUPERVI-

Maintenance Technician SAP_BR_MAINTENANCE_TECHNI- Maintenance Technician SAP_BR_MAINTENANCE_TECHNICIAN

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Warehouse Clerk SAP_BR_WAREHOUSE_CLERK

Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT

Employee SAP_BR_EMPLOYEE Employee SAP_BR_EMPLOYEE

Inventory Manager SAP_BR_INVENTORY_MANAGER Inventory Manager SAP_BR_INVENTORY_MANAGER

Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT

2.3 Master Data, Organizational Data, and Other Data

Data Sample Details Comments

Equipment 217100093 Cooling Water Circulation

Spare Parts SP001 Bearing Spare parts

Spare Parts SP002 Coupling Spare parts

Spare Parts SP003 Shaft Spare parts

Spare Parts SP004 Gaskets 1mm Spare parts

Spare Parts SP006 Spur gear IS651 Spare parts

Non-stock Material NL001 Screw

Service Material SM0001 Service Material 01

Plant 1710 Plant 1 US

Storage Location 171B Std. storage 2

Supplier 17300001 Domestic US Supplier 1

5MF Create Equipment

5MH Create Maintenance Work Center

5MI Measuring Point

Bill of Material Structure

Material Leve Material Uni Characteristics Optional Enhance-

Reactive Maintenance (4HH_US) PUBLIC

2.4 Business Conditions

Scope Item Business Condition

Reactive Maintenance (4HH_US) PUBLIC

3.1 Initializing Material Stock

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Reactive Maintenance (4HH_US) PUBLIC

3 Input Ma- Make the following entries and choose Enter:

3.2 Configure Flexible Workflow for Maintenance Orders

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Reactive Maintenance (4HH_US) PUBLIC

Reactive Maintenance (4HH_US) PUBLIC

6 Save Workflow Choose Save. Workflow is created.

7 Activate Workflow Go back to the workflow list. The workflow is activated.

3.3 Create Planning Bucket

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Reactive Maintenance (4HH_US) PUBLIC

Reactive Maintenance (4HH_US) PUBLIC

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

3.5 Create Purchasing Information Record

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Reactive Maintenance (4HH_US) PUBLIC

5 Enter General Information Enter the following: General information is added.

6 Enter Purchasing Data Enter the following: Purchasing data is added.

Reactive Maintenance (4HH_US) PUBLIC