SAP PM FAS SOLUTION OVERVIEW-TNPA

Course Agenda
Introduction & Class Rules
Overview : Internal Maintenance
Master Data
COPEX Derecognition Order

CAPEX Derecognition Order

Reporting

Introduction
Welcome to the FAS SAP PM training course

Facilitator
Tapera Mangezi-SAP PM Consultant

Who's who
1.
2.
3.
4.
5.

Name
Grade
Business Unit
Background
Expectations of the course

House keeping Guidelines

Cellular phones
On silent, only take important calls and leave the classroom

Training Times
Training start

08h30

Tea

10h00- 10h20

Lunch

12h30 13h00

Afternoon Tea
Training end

14h00 - 14h20
16h00

Training Conduct
If we want the training to be effective, its
important that we adhere to the following:
1. Listen to and understand everyones comments;
2. Only one conversation should be on at a time;
3. Participate in the training session where ever possible;
4. Ask questions;
5. Respect other questions and opinions and learn from them;
6. If you fall behind in the practical exercises let me know;
7. Help to start and stop on time;
8. Please do not work on anything else while in the training
session;
9. Use the parking lot to park any off-the-topic" issues.

General Introduction
Course Prerequisites
SAP Basic Navigation
Knowledge of Asset Maintenance Principles and
Procedures
Knowledge of Plant Maintenance Processing
Knowledge of Master Data Creation

Course Duration
2 days

Overview:Internal Maintenance
What is OD Internal Maintenance?
Transnet groups Inter Operating Division (OD) Maintenance will focus on the
maintenance relevant process across Operating Divisions (ODs) and Strategic Units
(SUs). The process covers corrective and / or preventative maintenance on Technical
Installed Bases, i.e., Functional Location and / or Equipment / Sub-Equipment
Structures, which are not owned by the maintenance executing OD.
The main objectives of the Inter OD Maintenance process are as follows:

Correct allocation of maintenance expenses to Cost Centres in the event of

Operating Expenditure (OPEX) relevant interventions
Correct allocation of maintenance expenses to Assets or Sub-Assets in the
event of Capitalised Operating Expenditure (COPEX) and Capital
Expenditure with De-Recognition (CAPEX de-rec) relevant interventions

For some Transnet ODs and SUs the term COPEX and CAPEX can be replaced by
Refurbishment, Improvement or Enhancement.
For the purpose of this document the term COPEX and CAPEX De-Recognition will be
generically used to refer to any maintenance intervention where the relevant
intervention on an object within an ODs Technical Installed Base will:

Affect the maintainable objects useful life

Affect the maintainable objects capacity to generate income
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Overview: Internal Maintenance

Master Data: Equipment and Functional

Locations
Due to direct synchronisation, equipment is generated from the Create
Asset process in FI.
New replacement equipment to be created manually as a PM function.
New sub-asset linked to sub-equipment created for CAPEX interventions.
Object type for derecognition Z001 is maintained on newly created
equipment.
Cost Center for equipment should be the same as that for the asset.
Equipment values are directly copied from the asset after capitalization.
New equipment structure incorporating the Y and Z categories.
New equipment structure to be installed at new FlOC for derecognition.
Dismantled equipment also to be installed on a subordinate FlOC to the
derec FlOC
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Master Data:Equipment and Functional

Locations

Derecognition Equipment Hierarchy

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Master Data:WBS Elements

WBS elements are maintained in Project Systems (PS) for both

CAPEX and COPEX interventions and linked to maintenance orders.
Budget for COPEX/CAPEX derecognition is allocated from the WBS
elements for each fiscal year.

Maintenance Order for COPEX/CAPEX Derecognition

Summary
Derecognition process performed through the Maintenance Order.
New order types - ZTT1 for COPEX and ZTT3 for CAPEX .
Old and the new equipment both maintained on the same maintenance order.
Revaluation done in FI before derecognition for equipment linked to revaluation
assets
Maintenance order confirmed with a value of one rand actual costs.
Workflow triggered during maintenance order technical completion for
Settlement- workflow will be approved by Asset Manager per port.

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Maintenance Order for COPEX/CAPEX Derec

Summary cont.
No Manual Settlement (KO88) is processed on Derecognition orders.
Derecognition program runs in the background.
Old equipment is dismantled and new equipment is installed automatically.
One rand value is settled to the asset/sub-asset.
Actual capitalisation of the new sub-asset done through the PS module.

Business completion performed on the maintenance order after Derec.

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Maintenance Order for COPEX/CAPEX Derec

Old and the New equipment

both maintained on the same
maintenance order.

Old equipment
due for
replacement

New replacement
equipment

SAP Exercises
Practical SAP Exercises
Below transactions are going to be executed in the SAP System.
Create Equipment IE01
Change Equipment IE02
Create COPEX Maintenance Order IW31
Create CAPEX Maintenance Order IW31
Confirm COPEX/CAPEX Maintenance Order IW41
Technically Close COPEX/CAPEX Maintenance Order - IW32
Business Close COPEX/CAPEX Maintenance Order IW32
Maintenance Expenditure Capitalized Report -ZFAS_A31

20 THANK YOU