Rotable Management (D58) - uacnlinks.orguacnlinks.org/sap/wp-content/uploads/2016/03/PERTS_D58_ROTABLE... · Rotable Management (D58) SAP AG Dietmar-Hopp -Allee 16 69190 Walldorf

EHP6 for SAP ERP 6.0

July 2014

English

Rotable Management (D58)

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

Business Process Documentation

Project PERTS Rotable Management (D58): BPD

C2G Consulting Page 2 of 64

Copyright

© 2012 SAP AG. All rights reserved.

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Example

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External Process

Business Process Alternative/Decision Choice

Typographic Conventions

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Cross-references to other documentation.

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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.



Contents

1 Purpose ................................................................................................................................... 5

2 Prerequisites............................................................................................................................ 5

2.1 Master Data and Organizational Data .............................................................................. 5

2.2 Creating Info Record ........................................................................................................ 8

2.3 Roles ................................................................................................................................ 9

3 Process Overview Table ......................................................................................................... 9

4 Process Steps ....................................................................................................................... 12

4.1 Rotable Management Process Selection (Common Process) ....................................... 12

4.1.1 Changing Damaged Equipment’s Valuation Type to “Damaged” ........................... 12

4.1.2 Dismantling Damaged Equipment and moving it to a Storage Location ................ 13

4.1.3 Installing New/Repaired Equipment from Stock (Optional) .................................... 14

4.1.4 Displaying Damaged Material ................................................................................. 16

4.1.5 Creating Refurbishment Work Order ...................................................................... 17

4.2 Processing of Damaged Equipment .............................................................................. 20

4.2.1 Equipment Exchange (Option 1) ............................................................................. 23

4.2.2 Internal Refurbishment/Repair (Option 2) ............................................................... 33

4.2.3 External Refurbishment/Repair (Option 3).............................................................. 40

4.2.4 Replacement (Option 4) .......................................................................................... 51

4.2.5 Scrapping (Option 5) ............................................................................................... 63



Rotable Management

1 Purpose

The rotable management scenario consists of five independent sub-scenarios or processes. Each time a damaged rotable or repairable piece of equipment needs to be processed one of the five processes must be selected. Each sub-scenario or process is a complete process managing the repair, replacement and/or scrapping of the damaged equipment.

The rotable management scenario is structured as follows:

The first set of process steps of the rotable management scenario are aimed at obtaining the damaged equipment and choosing the appropriate rotable management sub-scenario. These process steps are fundamental to all five the sub-scenarios and are referred to as the “Rotable Management Process Selection” process.

The five rotable management sub-scenarios or processes that forms the main parts of the rotable management scenario are the following:

Equipment exchange process: This process allows a vendor to swap damaged equipment for new equipment. The cost of the new equipment can be based on an agreed price or the cost to repair the damaged equipment.

Internal refurbishment/repair process: Damaged equipment is refurbished internally, typically by the workshop. The repair is managed as a normal maintenance job – similar to the corrective maintenance scenario.

External refurbishment/repair process: The refurbishment of the damaged equipment is outsourced to a vendor.

Replacement process: The damaged equipment is beyond repair (will be scrapped) and must be replaced to maintain stock levels and the required item availability.

Scrapping process: The damaged equipment is beyond repair (will be scrapped) but replacement is not required typically due to sufficient stock level.

2 Prerequisites

2.1 Master Data and Organizational Data

Default Values

The organizational structure and master data of your company was created in your ERP system during implementation. The organizational structure reflects the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the operational focus of your company

The business process is enabled with this organization-specific master data, examples are provided in the next section.

Operational Focus

SAP Best Practices delivers standard values for more than one operational focus area, such as Services, Manufacturing, or Trade. This means that you may find more than one master data



table below. Use the master data that matches the operational focus of your company (Services, Manufacturing, or Trade).

Additional Default Values

You can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

CAP

Master / Org. Data Value Master / Org. Data Details

Comments

Purchasing Org. 3000

Plant 3000

Work Center 30000002

Storage Location 3008

Cost Center 3115

Company Code 3000

Purchasing Group 300

Release Codes 01, 02, 03

DAIRIES


Comments


Plant 4000



Cost Center 4021

Company Code 4000





SNACKS


Comments


Plant 4100



Cost Center 4020

Company Code 4000



SWAN


Comments


Plant 4010



Cost Center 4130

Company Code 4010



GCL


Comments


Plant 5000



Cost Center 5175

Company Code 5000





2.2 Creating Info Record

Use

The purpose of this activity is to create (if not already created) /display info record your material with a specified Vendor.

Procedure

1. Access the activity using one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Materials Management Purchasing Master Data

Info Record Create/Display

Transaction code ME11

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role

Business role Purchasing Officer

(SAP_NBPR_PURCHOFFICER_MIN_S)

Business role menu Purchasing Master Data Purchasing Info Records Create Purchasing Info Record

2. On the Create Info Record: Initial Screen, maintain the following data:

Field name Description User action and values Comment

Vendor <Any vendor> Use F4 to search for a vendor in your purchasing organisation

Material <any given material>

Purchasing Org.

<as given above>

Plant <as given above>

If the info record already exists, then you can display it by running transaction ME13 then populate the fields as explained in step 2 above, then proceed to step 3 below.

3. Choose Standard and Enter.

4. On the Create Info Record: General Data screen, choose Purch. Org. Data 1, and maintain/view the following data:


Standard Qty 1

Purchasing Group

<as given above>

Pl Deliv. Time 1

Net Price <any price>

5. Choose Save.



2.3 Roles

Use

The following roles must have already been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.

Prerequisites

The Business roles have been assigned to the user who is testing this scenario.

Business role Technical Name Process Step

Purchasing Officer SAP_NBPR_PURCHOFFICER_MIN_S

Purchasing Manager

SAP_NBPR_PURCHMANAGER_MIN_M

Maintenance Planner

SAP_NBPR_EAMPLANNER_MIN_S

Logistics Worker SAP_NBPR_LOGISTICSWORKER_MIN_S

Product Cost Controller

SAP_NBPR_PRDCOST_CONTRLR_S

3 Process Overview Table

Process Step Business Condition

Business role Transaction code

Expected Results

Rotable Management Process Selection (Common Process)

Changing Damaged Equipment’s Valuation Type to “Damaged”

Maintenance Planner

IQ02

Dismantling Damaged Equipment and Moving it to a Storage Location

Maintenance Planner IE4N

Installing New/Repaired Equipment from Stock (Optional)

Maintenance Planner IE02

Displaying Damaged Material

Maintenance Planner IQ09

Creating Refurbishment Work Order

Maintenance Planner IW81

Processing of Damaged Equipment





Expected Results

Equipment Exchange (Option 1)

Procuring the New Item


Creating Purchase Order

Purchasing Officer ME21N

Approval of Purchase Orders

Purchasing Manager ME28

Goods Receipt Logistics Worker MIGO

Updating Equipment Master


Installing the New Equipment

Maintenance Planner IE02

Completing Order


Settling the Cost of the Maintenance Order

Product Cost Controller KO88

Internal Refurbishment/Repair (Option 2)

Planning Operations


Planning Components and Releasing


Scheduling the Refurbishment Order (Optional)

Maintenance Planner CM25

Issuing Damaged Equipment

Logistics Worker MIGO

Refurbish the Equipment

Labor Confirmation


Returning Refurbished Equipment to Stock

Maintenance Planner IW8W

Review Status Change of Serial Number


Completing the Refurbishment Order


Settling the Refurbishment Order

Product Cost KO88





Expected Results

Cost Controller

External Refurbishment/Repair (Option 3)

Planning Operations


Issuing Damaged Equipment

Logistics Worker MIGO

Updating and Approving Refurbishment Cost


Creating the Purchase Order




Refurbishing the Equipment and Inspect the Work Quality

Returning Refurbished Equipment to Stock

Maintenance Planner IW8W

Service Receipts

Maintenance Planner ML81N

Reviewing Status of the Serial Number


Updating Warranty Details


Completing the Refurbishment Order


Settling the Refurbishment Order Cost

Product Cost Controller KO88

Replacement (Option 4)

Checking the Material Status

Maintenance Planner MM03

Moving the Equipment

Logistics Worker MB1B

Deactivating the Damaged Equipment


Creating Purchase Requisition


Creating Purchase Order






Expected Results



Goods Receipt Logistics Worker MIGO

Updating Equipment Master


Installing the New Equipment

Maintenance Planner IE4N

Scrapping (Option 5)

Moving the Equipment

Logistics Worker MB1B

Deactivating the Damaged Equipment


4 Process Steps

4.1 Rotable Management Process Selection (Common Process)

Use

This sections need to be processed each time no matter what you will decide later, how to process the damage equipment. After this unit you will have various options how to proceed.

4.1.1 Changing Damaged Equipment’s Valuation Type to “Damaged”

Use

The valuation type of the damaged equipment is changed to the batch indicating it is damaged. This enables the identification of all damaged equipment.

Procedure



SAP ECC menu Logistics Plant Maintenance Management of Technical

Objects Serial Numbers Change

Transaction code IQ02


Business role Maintenance Planner

(SAP_NBPR_EAMPLANNER_MIN_S)

Business role menu Maintenance Planner Management of Technical Objects

Serial Numbers Change Material Serial Number-Initial



2. On the Change Material Serial Number: Initial screen, in the Material field, enter the material given to you.

3. In the Serial Number field, enter the serial number given to you.

Valuation Type Codes

C1 = New Item

C2 = Repaired Item

C3 = Damaged Item

Example Serial Numbers are:

1, 2, 3, 4….

4. On the Change Material Serial Number: Initial screen, choose Enter.

Comment the equipment number. ________________

Comment the serial number ________________

5. On the SerData tab, update Stock batch and Master batch fields to valuation type C3.

6. Enter your Plant in the Plant Field.

7. Choose Enter.

8. Accept any warning message, for example, Do you want to carry out transaction despite warning? by choosing Yes.

9. Choose Save.

4.1.2 Dismantling Damaged Equipment and moving it to a Storage Location

Use

The damaged equipment is being dismantled and moved to a storage location to indicate that it has been transported from the site to the store/rotable management area.

Procedure




Objects Equipment Dismantling/Installation with Goods Movement

Transaction code IE4N







Equipment Installation and Dismant.

2. On the Equipment Dismantling with Goods Movement screen, maintain the following data:


Sessn PMGR Equipment Dismantling with Goods Movement

Material <your material>

Serial Number The serial number you have changed in previous step

Equipment Damaged equipment’s number noted above

For this example, use the one recorded on section 4.1.1 (step 4 above). It will be populated automatically if serial number is entered

Movement Type 202


Storage Location <as given above>

Cost Center <as given above> On the Acct Assgt tab

3. Choose Enter.

4. Choose Save.

5. Choose Back.

4.1.3 Installing New/Repaired Equipment from Stock (Optional)

To run through this scenario, the materials must be available in stock.

Prerequisite

1. Access the transaction choosing one of the following navigation options:


SAP ECC menu

Logistics → Materials Management → Inventory Management →

Goods Movement → Goods Movement (MIGO)

Transaction code

MIGO

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu

Warehouse Management → Consumption and Transfers → Other

Goods Movement

2. On the MIGO overview screen, make the following entries:



Field name User action and values

Comment

Business Transaction

A01 – Goods

Receipt


R10 – Other

Movement Type 561 561 – Receipt per initial entry of stock balances into unr.-use

3. Choose Enter.

4. On the Goods Receipt Other screen, on the Material tab, make the following entry and choose Enter:

Field name User action and values Comment


5. On the Goods Receipt Other screen, on the Quantity tab, make the following entry and choose Enter:


Qty in Unit of Entry 1

6. On the Goods Receipt Other screen, on the Where tab, make the following entries and choose Enter:




7. On the Goods Receipt Other screen, on the Serial Numbers tab, make the following entry and choose Enter:


Serial Number <your login number> TEST..



Valuation Type C1

9. Choose Enter.

10. Save your entries.

Result

The material initial balance has been posted.



Use

The purpose of this activity is to install the new/repaired equipment received from stock to capture movement history. You can do this step only if you have available inventory for the equipment. Otherwise go to the next step.

Procedure




Objects Equipment Change

Transaction code IE02





Equipment Change Equipment

2. On the Change Equipment: Initial Screen, choose Equipment with F4.

3. In the Equipment Number window, choose the Equipment by serial number list tab page.

4. On the Display Material Serial Number: Serial Number Selection screen, in the Material field, enter your material, in the Status included field enter AVLB. In the Batch field enter C1 to C2, and then choose Execute (F8).

If the list does not return any results you have to proceed with one of the Option 1 to 4 as described below in 4.2 as there is no available free equipment in inventory (continue with 4.1.4), otherwise continue with step5 here.

5. On the Display Material Serial Number: Serial Number List screen, choose your serial number entered above, and then choose Details (Ctrl+Shift+F1).

Comment the serial number______________

Comment the equipment number______________

4.1.4 Displaying Damaged Material

Use

The purpose of this activity is to display the list of damaged equipment to identify the units requiring repair or replacement.

Procedure




Objects Serial Numbers List Editing Display








Serial Numbers Display Material Serial Number-Serial Number Selection

2. On the Display Material Serial Number: Serial Number Selection screen, enter the following data:



Storage Location

<as given above>

Batch Valuation type, for example, C3

3. Choose Execute (F8).

4. On the Display Equipment: SerNo Detail screen the damaged material(s) with the serial numbers of the equipment are displayed.

5. From the list, identify your equipment that require refurbishment and note its serial number, Serial No.___________.

6. Choose Back twice to return to SAP Easy Access Menu.

4.1.5 Creating Refurbishment Work Order

Use

If the repair of the equipment is required a refurbishment order (PM04) must be created to enable the planning and scheduling of the refurbishment work.

Procedure



SAP ECC menu Logistics Plant Maintenance Maintenance Processing Order

Create (Special) Refurbishment Order

Transaction code IW81




Business role menu Maintenance Planner Refurbishment Order Create

2. On the Create Order: Initial Screen, maintain the following data:


Order Type PM04




Priority 3-Medium

Material Number

<your material>

Planning plant <as given above>

3. Choose Enter.

4. On the Create Refurbishment order: Central Header screen, maintain the following data:

CAP


Description of the order

Refurbishment of Rotable Item

PlannerGrp Y30

Mn.wk.ctr 30000002

From Plant 3000

From Stor. Loc 3008

From Val. Type C3

To Plant 3000

To Stor. Loc 3008

To Val. Type C2

DAIRIES




PlannerGrp Y40

Mn.wk.ctr 40000006

From Plant 4000

From Stor. Loc <same as above>

From Val. Type C3

To Plant 4000

To Stor. Loc <same as above>

To Val. Type C2

SNACKS




PlannerGrp Y44



SNACKS


Mn.wk.ctr <same as above>

From Plant 4100


From Val. Type C3

To Plant 4100


To Val. Type C2

SWAN




PlannerGrp Y42


From Plant 4010


From Val. Type C3

To Plant 4010


To Val. Type C2

GCL




PlannerGrp Y50


From Plant 5000

From Stor. Loc 5020

From Val. Type C3

To Plant 5000


To Val. Type C2

5. Choose the Location tab and maintain the following data:





MaintPlant <as given above>

Company Code <as given above>

Cost Center <as given above>

6. Choose Save.

7. Accept any message about error calculating costs

8. The Maintain Serial Numbers screen message will be displayed since the equipment is a serialized item. Now we need to specify the exact item that has to be reserved for the order. Enter the serial number of the active damaged equipment noted in step 4.1.4 to be repaired.

9. Choose Continue (Enter) to proceed.

10. Accept warning messages about status by choosing Continue (Enter) in the Document lines: Display messages dialog box.

11. Choose Continue (Enter) in the Maintain Serial Numbers dialog box.

12. Comment the Refurbishment Order number: ……………………….

Now, you have to take the decision whether the rotable equipment will be

1. exchanged

2. internally repaired/refurbished

3. externally repaired/refurbished

4. replaced

5. scrapped

Depending on your decision, you perform one of the following 5 sections in the document.

Equipment Exchange

Internal Repair/Refurbishment

External Repair/Refurbishment

Replacement

Scrapping

4.2 Processing of Damaged Equipment

Prerequisites

You have executed the steps as described in 4.1.

You must have some damaged equipment in stock (equipment that have been dismantled) and are waiting to be processed by one of the following options.

Access the transaction choosing one of the following navigation options:


SAP ECC menu

Logistics → Materials Management → Inventory Management →

Goods Movement → Goods Movement (MIGO)

Transaction code

MIGO




Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu

Warehouse Management → Consumption and Transfers → Other

Goods Movement

11. On the MIGO overview screen, make the following entries:


Comment


A01 – Goods

Receipt


R10 – Other

Movement Type 561 561 – Receipt per initial entry of stock balances into unr.-use

12. Choose Enter.




14. On the Goods Receipt Other screen, on the Quantity tab, make the following entry and choose Enter:


Qty in Unit of Entry 4

15. On the Goods Receipt Other screen, on the Where tab, make the following entries and choose Enter:




16. On the Goods Receipt Other screen, on the Serial Numbers tab, make the following entry and choose Enter:


Serial Number <any 4 unique serial numbers>



Valuation Type C3

18. Choose Enter.

19. Save your entries.

Result



The material initial balance has been posted.

Checking Equipment Numbers

Use

The valuation type of the damaged equipment is changed to the batch indicating it is damaged. This enables the identification of all damaged equipment.

Procedure




Objects Serial Numbers Display






Serial Numbers Display Material Serial Number-Initial

11. On the Change Material Serial Number: Initial screen, in the Material field, enter the material given to you.

12. In the Serial Number field, enter one of the serial numbers you used above.

13. On the Display Material Serial Number: Initial screen, choose Enter.

Comment the equipment number. ________________

Comment the serial number ________________

14. Do steps 11 - 13 for all the material-serial number combinations you just entered above.

15. Choose Back to exit the transaction.



4.2.1 Equipment Exchange (Option 1)

In the equipment exchange case, a new piece of equipment is procured from the vendor (not from stock).

The damaged equipment currently installed at the functional location must now be dismantled, and the procurement process must be completed and the new equipment installed. The request to replace the Damaged Equipment is handled via a maintenance notification (notification type: M1). The maintenance order is then created (order type: PM01) from the notification and processed further.

To demonstrate this scenario, a notification (M1 type) and corrective maintenance order (PM01 type) have to be created to change the failed unit.

4.2.1.1 Create the Maintenance Order



SAP ECC menu Logistics Plant Maintenance Maintenance Processing Order

Create (Special) Maintenance Order





Business role menu Maintenance Planner Maintenance Order Create PM Order

14. On the Create Order: Initial Screen, maintain the following data:


Order Type PM01

Priority 3-Medium

Equipment <your first equipment

noted above>

Planning plant <as given above>

15. Choose Enter.

16. Enter your work center and order description

17. Save your order.



4.2.1.2 Procuring the New Item

Use

The PR for the received equipment is created on the work order to enable the receiving and payment of the new equipment.

Procedure



SAP ECC menu Logistics Plant Maintenance Maintenance Processing

Order Change





Business role menu Maintenance Planner Maintenance Order Change PM Order

2. On the Change Order: Initial Screen, in the Order field, input the number of the maintenance order you just created.

3. Choose Enter.

4. Choose the Components tab.

5. On the Change Maintenance order 4XXXXXX: Component Overview screen, maintain the following data:


Component <your material>

Reqmnt Qty 1

IC N

SLoc <as given above>

Plnt <as given above>

Batch C1

6. Choose Enter.

7. Choose Continue for any information messages.

8. Still on the Components tab, choose the line item created on step 5 above and choose Purch. Data (if not shown automatically).

9. On the Change Refurbishment order 4XXXXXX: Component Detail Purchasing Data screen, maintain the following data:

Field name Plant User action and values Comment

Purchasing Group

<as given above>

InfoRecord <number of inforecord

created earlier> Press Enter



Field name Plant User action and values Comment

Goods Recipient

Own User Name

Unloading Point Str Loc xxxx

Requisitioner 3000 CAP_TECHOPER CAP

4000, 4100 & 4010 UFL_OPERATIO UFL & SWAN

5000 to 5700 GCL_TECHNICA GCL

Tracking number

Own User Name

10. Choose Back.

11. Confirm the information Data copied from info record by choosing Continue (Enter).

12. Choose the HeaderData tab.

13. Choose Release

14. Accept any information messages, for example, Can delivery date be met? (Realistic delivery date: XX.XX.XXXX), by clicking Continue.

15. Choose Save.

16. Choose Enter to go into the order again.

17. Choose the Components tab.

18. Choose the line item with IC N.

19. Choose the Purc. Data tab below.

20. The generated requisition number will be displayed.

21. Comment the PR number: ________________

Result

PR is automatically generated. Purchase Requisition should be released.

4.2.1.3 Approval of Purchase Requisition

Use

If the purchasing document you created is subject to a release procedure you have to go through these transaction steps.

Procedure



SAP ECC menu Logistics → Materials Management → Purchasing → Purchase Requisition → Create



Transaction code

ME54N


Business role Purchaser

(SAP_NBPR_PURCHASER-M)

Business role menu

Purchasing → Approval → Purchasing Documents →Release Purchase Requisition

2. On the Release purchase Req. xxxx screen, choose the other purchase requisition and insert the PR number.

3. Choose the Release Strategy tab and release. .

4. In the purchase order header, choose Release Strategy.

5. Choose Release Options.

Plants Release Group

Release Code Description

3000 PR 28 CAP_TECHOPER

4000, 4100 & 4010 PR 33 UFL_OPERATIO

5000 to 5700 PR 47 GCL_TECHNICA

3000 PR 92 CAP PURCHASE MANAGER

4000, 4100 & 4010 PR 93 UFL PURCHASE MANAGER

5000 to 5700 PR 94 GCL PURCHASE MANAGER

6. Save

Result

Once the first approver approves the PR, an alert is sent to the creator of the PR and the next person in the approval line informing them about the status of the PR.



4.2.1.4 Creating Purchase Order

Use

The purpose of this activity is to create a PO based on the approved PR to enable the procurement transaction.

Procedure



SAP ECC menu Logistics Materials Management Purchasing Purchase

Order Create Vendor/Supplying Plant Known

Transaction code ME21N




Business role menu Purchasing Purchase Order Create Purchase Order

You may need to choose Close in the User Interface for the Purchase Requisition area.

2. Choose Document Overview On if necessary.

3. Choose Selection variant Purchase Requisitions.

4. On the Purchase Requisitions screen, in the Purchase Requisition Number field, input the PR number recorded in section 4.2.1.2.

5. Choose Execute.

6. Choose the purchase requisition in the Document Overview area and choose Adopt, all information from the Purchase Requisition will be copied into the Purchase Order.

7. Accept any warning messages if necessary.

8. Ensure that the Net Price is correct in the Purchase Order.

9. Choose Save.

10. Comment the PO Number: ______________.

4.2.1.5 Approval of Purchase Orders

Use

Purchase orders which require an authorization can be approved in this step.

The purchase orders that require approval are listed and require release by multilevel release authorization positions. These authorizations vary i.e. some are value based and other are fixed.

Procedure





SAP ECC Menu Logistics → Materials Management → Purchasing → Purchase Order → Release → Individual Release

Transaction code

ME29N



(SAP_NBPR_PURCHASER-M1)

Business role menu

Purchasing → Approval → Purchasing Documents → Release Purchase Order

2. On the Release Standard; PO 450000XXX screen, choose the other Purchase Order button.

3. On the Select Document pop up, insert the Purchase Order number and press enter.

The PO requires multiple person’s to approve it. And once each approver approves it, an alert is sent to the PO creator, the previous approver(s) and next approver.

4. In the purchase order header, choose Release Strategy. Choose Release Options.

5. The release status changes.

Release Group Release Code Description

PH *01 CAP Supply Chain Mgr

PH *02 CAP Finance Director

PH *03 CAP Managing Directo

PH *04 UFL Operations Mgr

PH *05 UFL Operations Acct

PH *06 UFL GM SCM/Manufact.

PH *07 UFL FD

PH *08 UFL Managing Dir.

PH *15 GCL Supply Chain Mgr

PH *16 GCL Finance Controll

PH *17 GCL MD

Result

Purchase Order has been released. An alert has been sent to the person who raised the PO that it has been released. In the case of Multiple Approvers, alerts will be sent to the creator of the PO and it previous approver(s). The PO can also be rejected and the same workflows applies to it.



4.2.1.6 Goods Receipt

Use

Assuming that the PO has been approved, now proceed to perform the Goods Receipt. Goods receipt will automate the issue of the equipment to the maintenance order.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management

Goods Movement Goods Movement (MIGO)

Transaction code MIGO


Business role Logistics Worker

(SAP_NBPR_LOGISTICSWORKER_MIN_S)

Business role menu Logistics Receiving Process Order Goods Movement

2. On the initial screen enter the following data:


Executable Transaction

A01 Goods Receipt

Reference Document

R01 Purchase Order

Purchasing Document Number

Enter the previously created purchase order number

3. Choose Enter.

4. All entries from the PO are copied across to the Goods Receipt input screen.

5. Choose the Item OK field.

6. Choose the Serial Numbers tab.

7. In the Serial Number field, enter a unique serial number e.g new followed by your login name. for example, NEWTEST30

Ensure that you don’t enter the serial number that already exists in the system

8. Choose Check Entries to verify that there are no errors.

9. Choose Post to proceed with the posting.

10. Ignore any information or warning messages.

This “Goods Receipt” process automatically creates the equipment master in the background.



4.2.1.7 Updating Equipment Master

Use

Update the equipment's warranty status to enable the tracking and claiming of warrantees should the equipment fail prematurely, update the maintenance plant the equipment is associated with, and update the valuation type (master batch).

Procedure










Serial Numbers Change Material Serial Number

2. On the Change Material Serial Number: Initial screen, in the Serial number field, input the serial number of the created equipment in section 4.2.1.4, step 7 above.

3. Choose Enter.

4. Choose General tab on the Change Material Serial Number: SerNo.Detail screen.

5. Maintain the warranty details on the Vendor/manufacturer warranty sub-screen. (The details about warranty are not included in this scenario example, you may ignore this step).

6. Choose Location tab.

7. Maintain the MaintPlant by entering the relevant plant (that is, xxxx).

8. Choose SerData tab.

9. Comment the created Equipment Number: ………………………..

10. Maintain the following data:


Stock type 01


Stock batch C1

Master batch C1

11. Choose Save.

12. Choose Back.

4.2.1.8 Installing the New Equipment



Use

The purpose of this activity is to install the new equipment to capture movement history.

Procedure











2. On the Change Equipment: Initial Screen, in the Equipment field, input the noted equipment number from step 9 in section 4.2.1.5 above.

3. Choose Enter.

4. On the Change Equipment: General Data screen, choose the Structure tab.

5. Choose Change InstLoc.

6. On the screen that appears, enter the following data:


Superord Equipment

<equipment number of the bigger equipment e.g Rondo>

Search by equipment

description

7. Choose Enter.

8. Choose Confirm (Shift+F4).

9. Choose Save.

4.2.1.9 Completing Order

Use

The purpose of this activity is to set the user status to indicate the status of the maintenance work at completion.

Procedure




Order Change








2. On the Change Order: Initial Screen, in the Order field, input the recorded refurbishment order number.

3. Choose Enter.

4. Choose Complete (technically).

5. Ensure the Complete notifctns check box is selected.

6. Choose Continue (Enter) on the Complete window.

4.2.1.10 Settling the Cost of the Maintenance Order

Use

The purpose of this activity is to run settlement to debit relevant cost center. Settlement rules are preset.

Procedure




Completion Individual Processing Settle

Transaction code KO88


Business role Product Cost Controller

(SAP_NBPR_PRDCOST_CONTRLR_S)

Business role menu Product Cost Controlling Periodic Processing Settlement

Actual Settlement Order

2. If the Set Controlling Area window appears, input 1000, then choose Continue

For this scenario, settlement will be run manually (it’s also possible to processes settlement as a batch using transaction KO8G).

3. On the Actual Settlement: Order screen, make the following entries:


Order Number recorded

Settlement period

Current fiscal period The Australia fiscal year starts at July. For



example, 2011 Aug is period 2, fiscal year 2012.

So for 2012 Apr: should use period 10 (fiscal year is still 2012).

Fiscal Year Current Fiscal Year

Posting Period Current fiscal period

Processing Type

Automatic

4. Uncheck the Test Run under Processing Options sub-screen

5. Choose Execute.

6. Choose Back twice to go back to the SAP Easy Access Menu.

4.2.2 Internal Refurbishment/Repair (Option 2)

In this case the decision is made to refurbish the damaged engine of the excavator internally, that is, by the workshop.

Some steps may not be included in this sample scenario.

Prerequisites

You have executed the steps as described in 4.1 and wish to continue with an internal refurbishment process.

4.2.2.1 Planning Operations

Use

The purpose of this activity is to plan internal labor & services required (service purchase requisition). Workshop plans the operations and labor required to perform each task.

Procedure




Order Change






2. On the Change Order: Initial Screen, in the Order field, input the order number created in section 4.1.5, step 10 above



3. Choose Enter.

4. To plan the labor required to perform this job, choose the Operations tab.

5. On the Change Refurbishment order 4XXXXXX: Operation Overview screen, maintain the following data for operation 0010:


Work 4

Number 1

6. Choose Enter.

7. Choose operation 0010 and choose Determine costs

8. Do not close the order; proceed to step 2 in section 4.2.2.2 below.

9. Please Note that UAC does not calculate costs by activity (numbers of hours), costs will only be accrued if spare parts are used in the order.

4.2.2.2 Planning Components and Releasing

Use

The purpose of this activity is to plan for the use of materials required. Workshop plans the material required - supplied from stock and/or purchased from vendors needed to execute this job.

Procedure

In this example, for the sake of simplicity, no stock or non-stock spares were planned to be consumed during the execution of this job. If you need to assign stock, non-stock and/or external services to the maintenance order, refer to Corrective Maintenance Process.




Order Change






2. To view planned costs, choose Costs tab.

3. Choose Req. Plan/Act. to view the planning cost.

4. Choose Back.

5. Choose Set user status.

6. In the Set User Status dialog box, choose the PLND Planning Performed user status.



7. Choose Back (Enter) to close the Set User Status dialog box.

8. Choose Release to release the work order.

9. Choose Save.

10. Enter Yes for any messages that pop up.

4.2.2.3 Scheduling the Refurbishment Order (Optional)

Use

The purpose of this activity is to schedule the refurbishment work orders taking work priority, material availability and labor availability into account. Note that scheduling of an order will not work if the work and capacities are not defined.

Procedure




Capacity Requirements Planning Leveling Variable

Transaction code CM25




Business role menu Maintenance Planner Shift Planning Capacity Leveling

Variable Access

2. In the Profile dialog box, enter SAPCRPG002 in the field of Overall profile and choose Continue (Enter).

3. On the Capacity Leveling screen, enter the following:


Work center <as given above>


Capacity planner grp

100

4. Choose Continue (F8).

5. On the Period Requirements per Resource screen, check the refurbishment order that must be scheduled, the work center YMMMEC02 capacity row and the date

Use the arrows on the upper left corner (for example Column right; next…) to navigate to a desired date.

6. Choose the relevant refurbishment order row, then choose Dispatch (Dispatch Manually).

7. In the Dispatch Manually box, enter the start and end time (if not correctly defaulted)

8. Choose the item and choose Dispatch Manually (F8).



9. Choose Save.

10. Run transaction IW32 (For NWBC menu: Maintenance PlannerMaintenance Order Change PM Order), enter the order number and choose Enter.

11. On Change Refurbishment order 4XXXXXX: Central Header screen, choose Set user status.

12. Choose the SCHD Scheduled user status.

13. Choose Back (Enter).

14. Choose Save.

4.2.2.4 Issuing Damaged Equipment

Use

The damaged equipment is issued to the refurbishment work order so that it can be refurbished or repaired.

Procedure




Completion Confirmation Goods Movement Goods Movement (MIGO)





Business role menu Logistics Consumption and Transfers Goods Movement

Goods Issue




A07 Goods Issue

Reference Document

R08 Order

Order Number Enter the refurbishment order number you have created in section 4.1.5 and used in previous steps

3. Choose Enter.

4. Go to the Serial Numbers tab. Enter the serial number you have used in 4.1.5

5. Set the Item OK flag.

6. Choose Post.



7. Comment the number of the document posted. Document Number: ………………………..

4.2.2.5 Refurbish the Equipment

Use

The purpose of this activity is to refurbish the damaged equipment.

This task entails the physical execution of the refurbishment work and as such is not a system transaction.

4.2.2.6 Labor Confirmation

Use

The purpose of this activity is to capture actual hours worked per artisan/technician.

Procedure




Completion Confirmation Entry Individual Time Confirmation





Business role menu Maintenance Planner Maintenance Order Enter PM Order Confirmation

2. On the Enter PM Order Confirmation: Initial Screen, in the Order field, input the recorded number of the refurbishment order.

3. Choose Enter.

4. On the Enter PM Order Confirmation: Actual Data screen, update the default Actual Work hours if required.

5. Choose Final Confirmation checkbox if all hours have been recorded.

6. Choose Save.

4.2.2.7 Returning Refurbished Equipment to Stock

Use

After the maintenance technician has refurbished (reconditioned) the engine, it needs to be returned (with valuation type: C2 repaired) back to stock.

Procedure






Completion Confirmation Goods Movement Refurbishment Goods Receipts

Transaction code IW8W




Business role menu Maintenance Planner Refurbishment Order Goods Receipt for Refurbishment Order

2. On the Goods Receipt Serial Numbers for Refurbishment Order screen, in the Order field, input the recorded refurbishment order number.

3. Choose Enter.

4. On the Goods Receipt Serial Number for Refurbishment Order 4XXXXXX screen, choose the Deliv. Compl. checkbox.

5. Choose the Serial Number Data on the bottom of the screen.

6. Choose Save to finalize the goods receipts and postings.

7. Comment the document number: _______________.

4.2.2.8 Reviewing Status Change of Serial Number

Use

The purpose of this activity is to review how the status of the serial number has changed..

Procedure










Serial Numbers Change Material Serial Number

2. On the Change Material Serial Number: Initial screen, maintain the following data:


Serial Number Enter the serial number of the item that was being refurbished



3. Choose Enter.

Comment that the valuation type has changed to C2, and this item is in the warehouse (system status: ESTO).

4. To attach the documents, choose Location tab and scroll down. Under the heading linked documents, the document type, document number, the document part and the document version can be specified.

On the Location tab you can attach any document you may have.

5. Choose Save.

4.2.2.9 Completing the Refurbishment Order

Use


Procedure




Order Change






8. On the Change Order: Initial Screen, in the Order field, input the recorded refurbishment order number.

9. Choose Enter.

10. Choose Costs tab on the Change Refurbishment order 4XXXXXX: Central Header screen.

11. Choose Rep. Plan/Act to view the details of the cost and then choose Back.


13. Choose the appropriate status, that is, 02 CTNM Complete, No Malfuntions.



16. Choose Continue (Enter) on the Complete window

4.2.2.10 Settling the Refurbishment Order Cost



Use

The purpose of this activity is to run settlement to debit relevant cost center. Settlement rules are preset up and automated. Note that if no spare parts were used during the order processing, no costs can be settled for the order.

Procedure










Actual Settlement: Order

2. If the Set Controlling Area window appears, input 1000 and choose Continue (Enter).

3. For this scenario, settlement will be run manually. On the Actual Settlement: Order screen, make following entries:



Settlement period

Current fiscal period The Australia fiscal year starts at July. For example, 2011 Aug is period 2, fiscal year 2012.

2012 Apr should use period 10 (while fiscal year is still 2012).


Posting Period Current fiscal period

Processing Type

Automatic

4. Uncheck the Test Run under Processing Options sub-screen.

5. Choose Execute.

6. Choose Back.

4.2.3 External Refurbishment/Repair (Option 3)

In this case the decision is made to send the damaged engine of the excavator out for refurbishment, that is, to have it refurbished by a vendor.



Prerequisites

You have executed the steps as described in 4.1 and wish to continue with an external refurbishment process. In order to execute this process you have to repeat step 4.1.5 above (creation of a refurbishment order) using one of the equipment (materials) you moved into stock in step 4.2 above.

4.2.3.1 Planning Operations

Use

A purchase requisition is created on the refurbishment work order to allow a vendor to quote for the repair/refurbishment of the damaged equipment. Damaged equipment is typically sent to a preferred vendor to enable the vendor to assess the damage (usually by stripping the unit) and quote for the refurbishment. Unless the quote is unacceptable, this vendor will also refurbish the equipment.

Procedure




Order Change






2. On the Change Order: Initial Screen, in the Order field, input the refurbishment order number created

3. Choose Enter.

4. To plan the service required to perform this job, choose the Operations tab on the Change Refurbishment order 4XXXXXX: Central Header screen.

5. On the Change Refurbishment order 4XXXXXX: Operation Overview screen, make the following entries to change operation 0010:


Operation Short Text

External Refurbishment of damage engine

Control Key PM03

6. Choose Enter.

7. Choose Confirm on the Error screen that pops up as needed.

8. Input your purchasing group and purchasing organization next to it and press Enter.

9. Choose operation 0010 and choose External.

10. On the Change Refurbishment order 4XXXXXX: External Processing Operation screen, maintain the following data:



Material Group YBD01

Purch. group <as given above>

Vendor <any vendor>

Requisitioner 3000 CAP_TECHOPER CAP

4000, 4100& 4010 UFL_OPERATIO UFL & SWAN

5000 to 5700 GCL_TECHNICA GCL

Tracking Number

Own User Name

11. Choose Enter.

12. At the bottom of the Change Refurbishment order 4XXXXXX: External Processing Operation screen, under the Service Tab, maintain the following data:

Line 10

Short Text External Refurbishment of damaged engine

Quantity 1

Un H

Gross Price 2000

13. Choose Back.


15. Choose the PLND Planning Performed status.


17. Choose Release.

18. Choose Save.

19. Press Enter for any error messages that pop up.

4.2.3.2 Issuing Damaged Equipment

Use

The damaged equipment is issued to the refurbishment work order so that it can be refurbished or repaired.

Procedure




Completion Confirmation Goods Movement Goods Movement (MIGO)







Business role menu Logistics Consumption and Transfers Goods

MovementGoods Issue




A07 Goods Issue

Reference Document

R08 Order

Order Number Enter the refurbishment order number you have created in section 4.1.5 and used in previous steps

3. Choose Enter.

4. Go to the Serial Numbers tab. Enter the serial number you have used in 4.1.5.

5. Set the Item OK flag under the material tab.

6. Choose Post.

7. Comment the number of the document posted. Document Number: ………………………..

4.2.3.3 Updating and Approving Refurbishment Cost

Use

The purpose of this activity is to update and approve the refurbishment order service costs to include the strip & quote cost, and repair cost of the refurbishment work.

Procedure




Order Change






2. On the Change Order: Initial Screen, in the Order field, enter the refurbishment order number.

3. Choose Enter.

4. On the Change Refurbishment order 4XXXXXX: Central Header screen, choose the Operations tab.



5. Choose operation item 0010 and choose Act. Data.

6. Update the Gross Price to 2100.

7. Add an additional line for the Strip & Quote cost:

Line 20

Short Text Strip & Quote

Quantity 1

Un H

Gross Price 200

8. Choose Back.

9. Choose Save.

10. Ignore the information message (if any).

11. Choose Enter to go to this order again, choose Operations tab, choose operation 0010 and choose Act. Data, note the Requisition number in the middle of the screen and then exit. PR number :_________________

Result

Purchase requisition is generated. Purchase requisition need to be released as done in 4.2.1.3.



4.2.3.4 Creating the Purchase Order

Use

The purpose of this activity is to create the purchase order for the service that the vendor will deliver, that is, to refurbish the damaged equipment, after the requisition has been approved.

Procedure












4. On the Purchase Requisitions screen, enter the purchase requisition number you noted in the previous step.

5. Choose Execute.

6. Choose the purchase requisition number and choose Adopt. All information from the Purchase Requisition will be copied into the Purchase Order. Accept any warning messages.

7. Choose Save.

8. Comment the PO Number: _____________.

9. Choose Back.

Result

Purchase Order has been created and an alert has been sent to an approver for it release.


Use



Procedure






Transaction code

ME29N




Business role menu














PH *07 UFL FD




PH *17 GCL MD

Result

Purchase Order has been released. An alert has been sent to the person who raised the PO that it has been released. In the case of Multiple Approvers, alerts will be sent to the creator of the PO and it previous approver(s). The PO can also be rejected and the same workflows applies to it.

4.2.3.6 Refurbishing the Equipment and Inspect the Work



Quality

Use

The vendor refurbishes the damaged equipment and the quality of the refurbishment is checked.

Procedure

These tasks entail the physical execution and inspection of the refurbishment work, and as such are not system transactions.

4.2.3.7 Returning Refurbished Equipment to Stock

Use

After the vendor has refurbished the engine, it needs to be returned (with valuation type: C2 repaired) back to stock to ensure availability of rotables. The equipment movement history is updated.

Procedure




Completion Confirmation Goods Movement Refurbishment Goods Receipts

Transaction code IW8W




Business role menu Maintenance Planner Refurbishment Order Goods Receipt for Refurbishment Order

2. On the Goods Receipt Serial Numbers for Refurbishment Order screen, in the Order field, input the recorded refurbishment order number.

3. Choose Enter.

4. Choose the Deliv. Compl. check box.

5. Choose the Serial Number Data at the bottom of the screen by highlighting it.

6. Choose Save to finalize the goods receipts and postings.

7. Comment the document number: _______________.

4.2.3.8 Service Receipts

Use

The purpose of this activity is to record the details of any service that has been performed during the refurbishment of the equipment.



Procedure



SAP ECC menu Logistics Materials Management Service Entry Sheet Maintain

Transaction code ML81N




Business role menu Maintenance Planner Maintenance Order Service Entry Sheet

2. Choose Other Purchase Order.

3. In the Purchase Order field enter the recorded PO number.

4. Choose Continue. Ignore any warning messages

5. Choose Create Entry Sheet.

6. Choose Service Sel at the bottom of the screen

7. Choose Continue on the Service Selection screen.

8. Choose Select All and choose Adopt Services.

9. Choose Accept.

10. Choose Save (accept any information messages) by choosing Yes.

The purchase order history is updated and with the services as goods receipt and the costs will be posted on the refurbishment order.

4.2.3.9 Reviewing Status of the Serial Number

Use

The purpose of this activity is to review how the status of the serial number has changed.

Procedure















Serial Number Enter the serial number of the item that was being refurbished

3. Choose Enter.

Comment that the valuation type has changed to C2, and this item is in the warehouse (system status: ESTO).

4. To attach the documents, choose Location tab and scroll down. Under the heading linked documents, the document type, document number, the document part and the document version can be specified.

On the Location tab you can attach any document you may have.

5. Choose Save.

4.2.3.10 Updating Warranty Details

Use

The purpose of this activity is to update the warranty status of the equipment.

Procedure











2. On the Change Material Serial Number: Initial screen, in the Serial number field, enter the serial number of the refurbished equipment.

3. Choose Enter.

4. On the Change Material Serial Number: SerNo.Detail screen, choose General tab.

5. Under Vendor/manufacturer warranty sub-screen, update warranty details (begin and end warranty dates).

6. Choose Save.



4.2.3.11 Completing the Refurbishment Order

Use


Procedure


2. Option 1: SAP Graphical User Interface (SAP GUI)


Order Change


3. Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role




4. On the Change Order: Initial Screen, in the Order number field, input the recorded refurbishment order number.

5. Choose Enter.

6. On the Change Refurbishment order 4XXXXXX: Central Header screen, choose Set user status.

7. Choose the appropriate status, that is, 02 CTNM Complete, No Malfuntions.



10. Choose Continue on the Complete window.

4.2.3.12 Settling the Refurbishment Order Cost

Use

The purpose of this activity is to run settlement to debit relevant cost receiver.

Procedure












Actual Settlement: Order

2. If the Set Controlling Area window appears, input 1000, then choose Continue

3. On the Actual Settlement: Order screen, maintain the following data:



Settlement period

Current fiscal period The Australia fiscal year starts at July. For example, 2011 Aug is period 2, fiscal year 2012.

2012 Apr should use period 10 (while fiscal year is still 2012).


4. Ensure that the Test Run box under Processing Options sub-screen is unchecked

5. Choose Execute.

6. Choose Back.

4.2.4 Replacement (Option 4)

In this sub-scenario the decision is made not to repair the damaged equipment but to replace it by procuring a new unit. The damaged unit will be scrapped.

Prerequisites

You have executed the steps as described in 4.1 and wish to replace the equipment. To execute this option you need to repeat step 4.1.5 above (create refurbishment order) using on the equipment (material) you moved into stock in step 4.2 above.

4.2.4.1 Checking the Material Status

Use

The purpose of this activity is to view the Moving Average Price (MAP) and quantity of new items.

Procedure




Objects Material Display

Transaction code MM03







Material Display Material &

2. On the Display Material (Initial Screen), in the Material field, input your material.

3. Choose Enter.

4. In the Select View(s) dialog box, choose the Accounting 1 view.

5. Choose Continue (Enter).

6. On the Organizational Levels screen that appears, maintain the following data:



Valuation type C1


8. Comment the Moving price.

9. Comment the Total Stock.

10. Comment the Total Value.

So after the purchase of one additional unit, it is expected that the total stock quantity to rise by one and the total value is expected to rise.

4.2.4.2 Moving the Equipment

Use

The purpose of this activity is to move the damaged equipment that will be scrapped to the storage location.

Procedure




Goods Movement Transfer Posting

Transaction code MB1B





Other Transactions Enter Posting Change

2. On the Enter Transfer Posting: Initial Screen, maintain the following data:




Movement Type 311


Storage Location

<as given above>

3. Choose Enter.

4. On the Enter Transfer Posting: New Items screen, maintain the following data:


Rcvg SLoc <same as above>

Material <<as given above>>

Quantity 1

SLoc <<as given above>>

Batch C3

Plnt <<as given above>>

5. Choose Enter.

6. Ignore any warning messages displayed.

7. On the Maintain Serial Numbers screen, enter the serial number: of the damaged engine (valuation type C3) that is in the storage location xxx that has to be permanently scrapped. Serial Number____________.


9. Choose Save to finalize the Goods Movement process.

10. Choose Back.

4.2.4.3 Deactivating the Damaged Equipment

Use

The purpose of this activity is to deactivate the damaged equipment so that no maintenance can be planned or performed on this item.

Procedure















Material <as given above>

Serial Number Enter the serial number you just scrapped

3. Choose Enter.

4. On the Change Material Serial Number: SerNo.Detail screen, choose (For NWBC: Menu…

) MatSerialNo Functions Active <-> Inactive Deactivate from the menu bar.

5. Accept the warning message Do you want to carry out transaction despite warning? by choosing Yes.

After deactivation, the item will have a system status INAC, meaning the object has been deactivated.

6. Choose Save.

4.2.4.4 Creating Purchase Requisition

Use

The purpose of this activity is to create a direct purchase requisition to procure a new excavator engine.

Procedure




Requisition Create





Business role menu Purchasing Purchase Requisition Create Purchase Requisition

2. Choose Expand Header and input Purchasing a new engine in the description area.


3. Choose Expand Item Overview and enter the following data:






Quantity 1



PGr <as given above>

Requested By Own User Name

TrackingNo Own User Name

Info Record <info record number used

earlier>

POrg <as given above>

4. Choose Enter.

5. On the On the Contact Person tab Select a Requisitioner

Plants BU Requisitioner

3000 CAP CAP_TECHOPER

4000, 4100 & 4010 UFL & SWAN UFL_OPERATIO

5000 to 5700 GCL GCL_TECHNICA

6. Accept the warning message in the left corner if necessary.

7. Ensure that Valuation Type C1 is maintained at the bottom of the screen under the Material Data tab.

8. Choose Save.

9. Comment the PR number: ____________.

10. Choose Back.

Result

A purchase requisition is created and an alert has been sent to the HOD of the department for approval of the PR.

4.2.4.5 Approval of Purchase Requisition

Use

If the purchasing document you created is subject to a release procedure you have to go through these transaction steps.

Procedure



SAP ECC menu Logistics → Materials Management → Purchasing → Purchase Requisition → Create

Transaction code

ME54N





(SAP_NBPR_PURCHASER-M)

Business role menu

Purchasing → Approval → Purchasing Documents →Release Purchase Requisition

8. On the Release purchase Req. xxxx screen, choose the other purchase requisition and insert the PR number.

9. Choose the Release Strategy tab and release. .

10. In the purchase order header, choose Release Strategy.

11. Choose Release Options.

Plants Release Group

Release Code Description

3000 PR 28 CAP_TECHOPER

4000, 4100 & 4010 PR 33 UFL_OPERATIO

5000 to 5700 PR 47 GCL_TECHNICA

3000 PR 92 CAP PURCHASE MANAGER

4000, 4100 & 4010 PR 93 UFL PURCHASE MANAGER

5000 to 5700 PR 94 GCL PURCHASE MANAGER

12. Save

Result

Once the first approver approves the PR, an alert is sent to the creator of the PR and the next person in the approval line informing them about the status of the PR.



4.2.4.6 Creating Purchase Order

Use

The purpose of this activity is to procure the new item based on the approved purchase requisition.

Procedure













4. On the Purchase Requisitions screen, in the Purchase Requisition Number field, input the PR number recorded in section 4.2.4.4, step 8 above.

5. Choose Execute.

6. Choose the purchase requisition in the Document Overview area and choose Adopt, all information from the Purchase Requisition will be copied into the Purchase Order.

7. Accept any warning messages regarding price and delivery date if necessary.

8. Expand the header area and choose the Text tab.

9. Input the description Purchasing a new Excavator Engine in the description area.

10. Choose Check first to ensure that there are no missing or erroneous entries in the PO.

11. Choose Save.

12. Comment the PO Number: ______________




Use



Procedure




Transaction code

ME29N




Business role menu














PH *07 UFL FD




PH *17 GCL MD



Result

Purchase Order has been released. An alerts has been sent to the person who raised the Purchase Order that the PO has been released.



4.2.4.8 Goods Receipt

Use

Assuming that the PO has been approved, now proceed to perform the “Goods Receipt”. Receive the equipment to create a goods receipt note and enable the automatic issue of the equipment to the maintenance order.

The MIGO transaction automatically register the equipment in SAP by creating an equipment master record in the back ground for the received equipment thus enabling installation, serialization and tracking.

Procedure




Goods Movement Goods Movement (MIGO)





Business role menu Logistics Consumption and Transfers Goods Movement Other Goods Movement




A01 Goods Receipt

Reference Document

R01 Purchase Order

Purchasing Document Number

Enter the previously created purchase order number

3. Choose Enter.

4. All entries from the PO are copied across to the Goods Receipt input screen.

5. Choose the Item OK field under the material tab.

6. Choose the Serial Numbers tab.

7. In the Serial Number field, enter the serial number in the following format: REPLACEMENTXX (where XX represents your initials).

Ensure that you don’t enter the serial number that already exists in the system

8. Choose Check Entries to verify that there are no errors.

9. Choose Post to proceed with the posting.



10. Ignore any information or warning messages.

This Goods Receipt process automatically creates the equipment master in the background.

4.2.4.9 Updating Equipment Master

Use

The purpose of this activity is to update the equipment's warranty status to enable the tracking and claiming of warrantees should the equipment fail prematurely, and update the maintenance plant the equipment is associated with. You will also set the status to available (AVLB).

Procedure











2. On the Change Material Serial Number: Initial screen, in the Serial Number field, input the serial number REPLACEMENTXX you have just created in the previous step.

3. Choose Enter.

4. On the Change Material Serial Number: SerNo.Detail screen, choose the General tab.

5. Maintain the warranty details on the Vendor/manufacturer warranty sub-screen. (not included in this sub scenario)

6. Choose the Location tab.

7. Maintain the MaintPlant by entering the relevant plant (for example: 1000).

8. In the menu choose (For NWBC: MNU… ) Edit Special serial no functions Manual transaction.

9. On the pop-up screen Change Material Serial Number choose From stock and choose Continue (Enter).

The status has changed to AVLB (available) and the Equipment can be installed in the next step.

10. Choose the SerData tab.

11. Comment the equipment number: ____________.



12. Choose Save.

13. Choose Back.

4.2.4.10 Installing the New Equipment

Use

The purpose of this activity is to install the new equipment to capture movement history.

Procedure











11. On the Change Equipment: Initial Screen, in the Equipment field, input the noted equipment number from step 11 in section 4.2.4.9 above.

12. Choose Enter.

13. On the Change Equipment: General Data screen, choose the Structure tab.

14. Choose Change InstLoc.

15. On the screen that appears, enter the following data:


Superord Equipment

<equipment number of the bigger equipment e.g Rondo>

Search by equipment

description

16. Choose Enter.

17. Choose Confirm (Shift+F4).

18. Choose Save.



4.2.5 Scrapping (Option 5)

In some instances, the decision is made that a piece of equipment is no longer fit for use. In this case, the item has to be scrapped. This sub-scenario covers the scrapping procedure. To process this option use on the damaged equipment (material) you moved into stock in step 4.2.

4.2.5.1 Moving the Equipment

Use

The purpose of this activity is to move the damaged equipment that will be scrapped to the storage location.

Procedure




Goods Movement Transfer Posting

Transaction code MB1B





Other Transactions Enter Posting Change

2. On the Enter Transfer Posting: Initial Screen, maintain the following data:


Movement Type 311


Storage Location

<as given above>

3. Choose Enter.

4. On the Enter Transfer Posting: New Items screen, maintain the following data:


Rcvg SLoc <same as before>


Quantity 1

SLoc <same as before>

Batch C3

Plnt <same as before>

5. Choose Enter.

6. Ignore any warning messages by pressing enter.



7. On the Serial Numbers screen, enter the serial number of the damaged engine (valuation type C3) that is in the storage location xxx that has to be permanently scrapped. Serial Number____________.

8. Choose Save.


10. Choose Save to finalize the goods movement process.

11. Choose Back.

4.2.5.2 Deactivating the Damaged Equipment

Use

The purpose of this activity is to change the equipment status to Deactivated to prevent future maintenance or use of the equipment.

Procedure














Serial number Enter the serial number recorded in step 6 in section 4.2.5.1 above

Choose the equipment to be deactivated.

3. Choose Enter.

4. On the Change Material Serial Number: SerNo.Detail screen, choose (For NWBC Menu:

Menu …)MatSerialNo Functions Active <-> Inactive Deactivate from the menu bar.

5. Accept the warning message Do you want to carry out transaction despite warning? by choosing Yes.

6. Choose Save.

After deactivation, the item will have a system status INAC, meaning the object has been deactivated.