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Contents

Emergency Maintenance (BH2_US) ......................................................................................................................................................................................................................................... 2


Corrective Maintenance (BH1_US) ........................................................................................................................................................................................................................................... 2
Preventive Maintenance (BJ2_US) ........................................................................................................................................................................................................................................... 4
Refurbishment ........................................................................................................................................................................................................................................................................ 6
Improvement Maintenance (4VT_IN) ........................................................................................................................................................................................................................................7
Operational and Overhead Maintenance (4WM_IN) ................................................................................................................................................................................................................. 9
Sub-Contracting MRO Process ...............................................................................................................................................................................................................................................10
Calibration Process ................................................................................................................................................................................................................................................................. 11
Emergency Maintenance (BH2_US)
This scope item uses order recording after an event to log unforeseen and urgent maintenance work by creating and confirming an order in the
same operation. The technician can identify an issue affecting a piece of equipment, immediately fix the issue, and later report the time spent
and the material consumed. The technician can enter required data quickly. It can then be used for planning objects (such as maintenance
orders) and for actual recording (order confirmation, notification data, and goods movements). Planned data does not differ from the actual
data, which is the work recorded on an operation corresponding to the confirmed actual work. The order is created, released, and if required,
technically completed. In addition, you can install, dismantle, or replace pieces of equipment.

Process Step Business Role Transaction/App Expected Results


Report Malfunction [page ] Maintenance Report Malfunction (F2023) Unplanned job is created.
Planner
Repair Malfunction [page ] Maintenance Repair Malfunction Unplanned job is confirmed incl. time recording,
Technician con-firming material used.
Post Goods Issue [page ] Warehouse Clerk Post Goods Movement Spare parts are consumed.
(MIGO)
Complete Malfunction Report Maintenance Manage Malfunction Reports
[page ] Technician (F2023)
Review Asset Maintenance Object Maintenance
Page [page ] Planner

Corrective Maintenance (BH1_US)


This scope item allows you to perform the corrective maintenance of technical objects whenever a breakdown or failure occurs. The plant
maintenance component provides a comprehensive notification and order system to facilitate this process. You process a repair using several
planning stages, such as preliminary costing, work scheduling, material provision and resource planning. You also react immediately to issues
that may lead to the shutdown of production facilities. When this becomes necessary, you create the required maintenance work orders and
shop papers with a minimum of entries in the shortest possible time.

Process Step Business Role Transaction/App Expected Results


Request Maintenance [page Employee Request Maintenance (F1511) Malfunction report for an asset is created.
Monitor Maintenance Requests Employee Monitor Maintenance Requests Check if a malfunction report already exists.
[page ] (F1511)
Process Step Business Role Transaction/App Expected Results
Change Maintenance Request Maintenance Find Maintenance Notification Notification type is changed.
into Malfunction Report [page ] Planner (F2071)
Create Maintenance Order [page Maintenance Manage Orders and Notifications Maintenance order is created for the
] Planner in Information Center (W0019) malfunction report.
Release Maintenance Order Maintenance Manage Orders and Notifications Maintenance order is released for execution.
[page ] Planner in Information Center (W0019)
Convert Purchase Requisitions to Purchaser Manage Purchase Requisitions Purchase requisitions are converted to
Purchase Orders [page ] (F1048) purchase orders.
Post Goods Receipt for Purchase Warehouse Clerk Post Goods Movement (MIGO) Goods receipt is posted.
Order [page ]
Purchaser Manage Service Entry Sheets - The service entry sheet is created.
Lean Services (F2027)
Project Manager - My Inbox The service entry sheet is posted.
Commercial
Services
Create Supplier Invoice with Accounts Payable Create Supplier Invoice - Supplier invoice is posted.
PO/GR Relation [page ] Accountant Advanced (MIRO)
Release Supplier Invoice [page ] Accounts Payable Supplier Invoices List (F1060A) Blocked supplier invoice is released.
Accountant
Print Job Card [page ] Maintenance Display Job List (W0016) Job card is printed.
Technician
Confirm Maintenance Order Maintenance Confirm Jobs (W0020) Maintenance order is confirmed, work time is
[page ] Technician recorded, and used material is recorded.
Confirm Unplanned Maintenance Maintenance Confirm Jobs (W0020) An unplanned job is created and confirmed,
[page ] Technician including time recording and confirming the
used materials.
Show Costs on Maintenance Maintenance Manage Orders and Notifications Costs of confirmed maintenance order are
Order [page ] Planner in Information Center (W0019) calculated.
Technically Complete Maintenance Manage Orders and Notifications Maintenance order is technically completed.
Maintenance Order [page ] Planner in Information Center (W0019)
Preventive Maintenance (BJ2_US)
This scope item describes the processes you perform to prevent system breakdowns or breakdowns of other objects that have high repair
costs. Such breakdowns result in greater costs due to production downtime. Preventive maintenance support processes to plan the scope and
time of maintenance work for inspections, maintenance, and repairs, in advance. The quality of products manufactured is substantially affected
by the operational condition of the production plant. There is a requirement for quality assurance to be more cost effective to maintain objects
regularly, and in return avoid a more expensive breakdown. You determine the data required for preventive maintenance by using previous
data supplied by the system. In addition to internal company aspects for planned maintenance, you should consider external factors due to an
increasing number of conditions set by legislative bodies demanding more stringent requirements on planned monitoring and maintenance of
objects.

Process Step Business Role Transaction/App Expected Results


Preventive Maintenance - Time Based Single Cycle Plans
Create General Task List [page ] Maintenance Create Task List The Create Task List page appears.
Planner
Create Maintenance Plan [page Maintenance Create Maintenance Plan The Create Maintenance Plan page
Planner appears.
Schedule Maintenance Plan [page Maintenance Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan:
Planner Initial page appears.
Preventive Maintenance - Time Based Strategy Plans
Maintain Maintenance Strategies [page Maintenance Maintenance Strategies (IP12) The Display Maintenance Strategies:
Planner Overview page appears.
Create General Task List [page ] Maintenance Create Task List The Create Task List page appears.
Planner
Create Maintenance Plan [page ] Maintenance Create Maintenance Plan The Create Maintenance Plan page
Planner appears.
Schedule Maintenance Plan [page ] Maintenance Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan:
Planner Initial page appears.
Preventive Maintenance - Performance Based Single Cycle Plan
Create General Task List [page ] Maintenance Create Task List The Create Task List page appears.
Planner
Create Maintenance Plan [page ] Maintenance Create Maintenance Plan The Create Maintenance Plan page
Planner appears.
Create Measurement Document [page Maintenance Create Measurement Document The Create Measurement Document
Process Step Business Role Transaction/App Expected Results
] Planner Page appears
Schedule Maintenance Plan [page ] Maintenance Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan:
Planner Initial page appears.
Preventive Maintenance - Performance Based Strategy Plan
Maintain Maintenance Strategies [page Maintenance Maintenance Strategies (IP12) The Display Maintenance Strategies:
] Planner Overview page appears.
Create General Task List [page ] Maintenance Create Task List The Create Task List page appears.
Planner
Create Maintenance Plan [page ] Maintenance Create Maintenance Plan The Create Maintenance Plan page
Planner appears.
Create Measurement Document [page Maintenance Create Measurement Document The Create Measurement Document
] Planner Page appears
Schedule Maintenance Plan [page ] Maintenance Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan:
Planner Initial page appears.
Preventive Maintenance - Multiple Counter Plan
Create General Task List [page ] Maintenance Create Task List The Create Task List page appears.
Planner
Create Maintenance Plan [page ] Maintenance Create Maintenance Plan The Create Maintenance Plan page
Planner appears.
Create Measurement Document [page Maintenance
] Planner
Schedule Maintenance Plan [page ] Maintenance Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan:
Planner Initial page appears.
Preventive Maintenance - Order Processing
Release Preventive Maintenance Order Maintenance Manage Orders and Notifications in The Order and Notification
and Print to Job List [page ] Planner Information Center (W0019) Information Center page appears.
Print Job Card [page ] Maintenance Display Job List (W0016) The Job List page appears.
Technician
Confirm Preventive Maintenance Order Maintenance Confirm Jobs (W0020) The Confirmation page displays.
[page ] Technician
Create Follow-On Order [page ] Maintenance Manage Orders and Notifications in The Order and Notification
Planner Information Center (W0019) Information Center page displays.
Show Costs on Preventive Maintenance Maintenance Manage Orders and Notifications in The Order and Notification
Process Step Business Role Transaction/App Expected Results
Order [page ] Planner Information Center (W0019) Information Center page appears.
Technically Complete Preventive Maintenance Manage Orders and Notifications in The Order and Notification
Maintenance Order [page ] Planner Information Center (W0019) Information Center page appears.
Review Document Flow of Preventive Maintenance Display Maintenance Order The Display Preventive
Maintenance Order [page ] Planner (Maintenance Order-display) Maintenance: xxxxxxx page appears.
Review Asset Maintenance Object Maintenance
Pages [page ] Planner

Refurbishment
Process step Externa Busine Business role Trans- Expected results
l ss action
process conditi code
referen on
ce
Revert Goods Warehouse Clerk MIGO Receive Goods Receipt to Warehouse through Normal
Issue Maintenance Order
Creating Maintenance Operator IW81 Refurbishment order for defective part
Refurbishment
order
Goods Issue of Warehouse Clerk MIGO The defective part has issued to refurbishment order.
Refurbishable
material
Time Maintenance Operator IW48 Confirm refurbishment order
Confirmation
G/R for Maintenance Operator IW8W Goods receipt of Refurbished Part through Refurbishment
Refurbishment order
order
Check material Warehouse Monitoring MMBE Check material stock
stock
Display Material Production Planner MM03 Display Material
Process step Externa Busine Business role Trans- Expected results
l ss action
process conditi code
referen on
ce
value
Technically Maintenance Employee IW32 Refurbishment order was technically completed.
Completing
order
Settling Order Enterprise Controller KO88 Settled the refurbishment order

Closing the Maintenance Employee IW32 Order is Closed


Order

Improvement Maintenance (4VT_IN)


Improvement maintenance enables you to create and plan improvement orders. You can assign work packages to improvement orders for
efficient integration with project management (SAP S/4HANA Cloud – Enterprise Portfolio and Project Management).

Process Step Business Role Transaction/App Expected Results


Create and Plan Maintenance Planner Create Maintenance Order Improvement maintenance
Improvement Maintenance order is created.
Order
Submit Order for Approval Maintenance Planner Manage Maintenance Notifications and Maintenance order is submitted
Orders (F4604) for approval.
Approve Maintenance Order SAP_BR_PROJ_FIN_CONTROLLER My Inbox (F0862) Maintenance order is approved
(Optional)
Review and Release Maintenance Planner Manage Maintenance Notifications and Maintenance order is released.
Maintenance Order Orders (F4604)
Convert Purchase Purchaser Process Purchase Requisitions - Purchase requisitions are
Process Step Business Role Transaction/App Expected Results
Requisitions to Purchase Formerly Manage Purchase Requisitions converted to purchase orders.
Orders (F1048)
Goods Receipt for Purchase Warehouse Clerk Post Goods Receipt for Purchasing Goods receipt is posted.
Order Document (F0843)
Post Goods Issue Warehouse Clerk Post Goods Movement (MIGO) Goods are issued.
Maintenance Backlog Maintenance Planner Maintenance Backlog Overview (F5105)
Overview
Submit Order for Scheduling Maintenance Planner Find Maintenance Order (F2175) Maintenance orders are ready
to be scheduled.
Schedule Maintenance Maintenance Planner Find Maintenance Order (F2175) Maintenance orders are
Order and Submit for scheduled.
Execution
Execute Maintenance Order Maintenance Technician Perform Maintenance Jobs (F5104A) Time confirmation of pre and
main maintenance order
operations.
Complete Main Work Maintenance Supervisor Find Maintenance Order (F2175) Pre and main work is
completed.
Maintain Service Entry Purchaser Manage Service Entry Sheets (F2027) The service entry sheet is
Sheet created.
Execute Post Work Maintenance Technician Perform Maintenance Jobs (F5104A) Post work operations are
Operations completed.
Review Maintenance Cost Maintenance Planner Maintenance Order Costs (F4603) Maintenance cost is reviewed.
Technically Complete Maintenance Planner Find Maintenance Order (F2175) Maintenance order is technically
Maintenance Order completed.
Create Supplier Invoice with Accounts Payable Accountant Create Supplier Invoice - Advanced Supplier invoice is posted.
PO/GR Relation (MIRO)
Operational and Overhead Maintenance (4WM_IN)

 Overhead maintenance allows you to record activities that are not part of typical maintenance tasks such as training, development,
documentation, and so on.
 Operational maintenance allows you to record routine maintenance activities such as greasing, which is done by the maintenance or
production team.

Process Step Business Role Transaction/App Expected Results


Create and Plan Maintenance Planner Create Maintenance Order Maintenance order is created.
Maintenance Order
Submit Order for Approval Maintenance Planner Manage Maintenance Notifications and Maintenance order is submitted
Orders (F4604) for approval.
Approve Maintenance As per agent determined in the My Inbox (F0862) Maintenance order is approved
Order (Optional) workflow
Review and Release Maintenance Planner Manage Maintenance Notifications and Maintenance order is released.
Maintenance Order Orders (F4604)
Convert Purchase Purchaser Process Purchase Requisitions - Purchase requisitions are
Requisitions to Purchase Formerly Manage Purchase converted to purchase orders.
Orders Requisitions (F1048)
Goods Receipt for Warehouse Clerk Post Goods Movement (MIGO) Goods receipt is posted.
Purchase Order
Post Goods Issue Warehouse Clerk Post Goods Movement (MIGO) Goods are issued.
Maintenance Backlog Maintenance Planner Maintenance Backlog Overview
Overview (F5105)
Submit Order for Maintenance Planner Find Maintenance Order (F2175) Maintenance orders are ready
Scheduling for scheduling.
Schedule Maintenance Maintenance Planner Find Maintenance Order (F2175) Maintenance orders are
Order and Submit it for scheduled.
Execution
Execute Maintenance Production Operator - Discrete Perform Maintenance Jobs (F5104A) Time confirmation of pre and
Order Manufacturing or Maintenance main maintenance order
Technician operations is done.
Process Step Business Role Transaction/App Expected Results
Complete Main Work Maintenance Supervisor Find Maintenance Order (F2175) Pre and main work are
completed.
Maintain Service Entry Purchaser Manage Service Entry Sheets (F2027) The service entry sheet is
Sheet created
Execute Post Work Production Operator - Discrete Perform Maintenance Jobs (F5104A) Post work operations are
Operations Manufacturing or Maintenance completed.
Technician
Review Maintenance Cost Maintenance Planner Maintenance Order Costs (F4603) Maintenance cost is reviewed
Technically Complete Maintenance Planner Find Maintenance Order (F2175) Maintenance order is technically
Maintenance Order completed.
Create Supplier Invoice Accounts Payable Accountant Create Supplier Invoice - Advanced Supplier invoice is posted.
with PO/GR Relation (MIRO)

Sub-Contracting MRO Process


The subcontracting business process in SAP S/4HANA Asset Maintenance, also known as subcontracting for maintenance, repair, and
overhaul (MRO), describes the process associated with having a piece of equipment (i.e., a material serial number) repaired by a service
provider.

Process step External Business Business role Trans-action Expected results


process condition code
referenc
e
Check the Stock in Warehouse clerk MMBE Stock to be Sent for Repair should be in
Inventory (Material Receiver) Inventory
Maintenance Order Maintenance IW31 Maintenance Order is Created, Sub Contract
Creation Planner PR is created
Convert Sub-Contract PR Buyer ME21n Sub-Contract PO is created
to PO
Outbound Delivery Warehouse ADSUBCON Outbound Delivery is created
Creation from Clerk(Shipping)
Process step External Business Business role Trans-action Expected results
process condition code
referenc
e
Subcontracting Monitor
Picking & Post Goods Warehouse VL02N Goods Issue to Vendor Stock
Issue Clerk(Shipping)
Receive Goods from – Receipt of Warehouse clerk MIGO Goods Receipt of Subcontract Item is
Subcontracting PO goods (Material Receiver) received from Vendor.
from
vendor
Invoice Receipt from – Capture Accounts payable MIRO Invoice document and accounting document
Subcontracting PO Invoice
received
Technically Completing Maintenance IW32 Maintenance order was technically
Maintenance order Employee completed.

Settling Order Enterprise Controller KO88 Settled the refurbishment order

Closing the Order Maintenance IW32 Maintenance Order is Closed


Employee

Calibration Process
This scenario describes how to process the test or measurement equipment in a calibration inspection. The objective of a calibration inspection
is to determine whether each piece of equipment specified in the maintenance order meets the predefined performance specifications.

This can act as Independent or Sub order of Corrective and Preventive in order to consolidate costs.
Process step External Business Business role Trans-action Expected results
process condition code
referenc
e
Create Task List for Maintenance IA05 Calibration Task list is created
Quality Inspection. Planner
Create Maintenance Plan Maintenance IP41 Calibration Plan is created
for Calibration Process Planner
Schedule the Maintenance Maintenance IP30/ IP10 Calibration Plan is Scheduled
Plan Planner
Create Calibration Order Maintenance IW31 Calibration Order is created
Manually for Unplanned Planner
(Optional)
View & Release the order Maintenance IW38/ IW32 Calibration Order is Released, Inspection Lot
Planner is created
Results Recording for the Quality Technician QA32 Results recording is done for Inspection Lot
Inspection Lot
Usage Decision for the Quality Planner QA32 Usage Decision is done for Inspection Lot
Inspection Lot
Time Confirmation Maintenance IW48 Confirm Calibration order
Operator

Technically Completing Maintenance IW32 Maintenance order was technically


Maintenance order Employee completed.

Settling Order Enterprise Controller KO88 Settled the refurbishment order

Closing the Order Maintenance IW32 Maintenance Order is Closed


Employee

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