User Manual - Training Level 2: Trigger

User Manual - Training Level 2
DOCUMENT NUMBER: UML2_PM (Break-Down Maint Order Process ) _V1.0

TITLE: Break-Down Maint Order Process
PAGE:
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Creation Of Malfunction Notification

For Break-Down Maintenance
Overview
Trigger:
An internal problem or maintenance request needs to be logged for problem reporting and technical
resolution.
Business Process Procedure Overview
This document describes how to create a PM notification for any notification type. A notification is used to capture technical information
and assign tasks that do not involve the tracking of costs. The user can create a maintenance order from the PM notification.
Note: With this transaction, the screen layout will differ based on the notification type. Refer to Business Procedure document for Create
Maintenance Request, Create PM Malfunction Report and Create PM General Maint Notification.
Input Required Fields

Notification Type
Field Value/Comments
The standard types are M1 (Maintenance Request), M2 (Malfunction Report)).
Customer-specific notification types may be created and used. If other notification
types are needed, the system administrator must be advised.
Output - Results
Creation of a notification
Comments
Refer to Business Process Procedure Display PM Notification', to verify this result.
Tips and Tricks

An existing notification can be copied to reduce data entry time.
Procedural Steps
1.1.
Access transaction by:
Via Menus
Via Transaction Code
Logistics Plant Maintenance Maintenance Processing Notification Create

(general)
IW21

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1.2. On screen Create PM Notification: Initial, enter information in the fields as specified in the table
below:
Field Name
Notification
Type
Notification
Description
Notification type
R/O/C
R
External number for notification
Reference
Notification
Notification number from which to copy

data.
1.3.
User Action and Values

Leave field blank and the system will assign
the next consecutive number.
Enter the notification number of an existing
notification, if data is to be copied.
Press ENTER key.
Comments
Alternately,
click on the
green check
mark icon.
On screen Create PM Notification: Maintenance Request (or Malfunction Report or Activity

Report), enter information in the fields as specified in the table below:

Field Name
Notification
(short text)
FunctLocation
PAGE:
R/O/C
R
User Action and Values

Enter a short text.
Enter a functional location number, if

known.
Enter an equipment number, if known.
Assembly
Description
Notification short text (or title of the PM
notification)
Functional Location number for which
the notification refers
Equipment number for which the
notification refers (reference object)
Material or assembly number
Description
Planner Group
Long text description

Group responsible for planning tasks
O
O
Main WorkCtr
Work center responsible for the

completion of the maintenance tasks
Enter a work center and maintenance

plant.
Reported By
Person who reported request/problem
Notif.Date
Date and time the request/problem

was noted
Date and time the malfunction or
problem occurred
Indicator for breakdown
Enter the last name of the person who

reported the problem/request.
Defaults to current date and time.
Defaults to current date and time.
Date and time the malfunction or

problem ended
Total number of hours the reference
object was not working.
Equipment
StartMalfunct
Breakdown
Malfunct.End
Downtime
O
O
Enter a material or assembly number, if

known.
Enter a long text.
Enter a planner group and maintenance
plant.
Enter the date and time the malfunction

/ problem ended.
Enter the time in hours or change the
unit of measure to represent the correct
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Comments
Long text is
available, if needed.
Can be determined
from the equipment
Can be automatically
determined from the
reference object.
Can be automatically
determined from the
reference object.
Can be changed as
needed.
Can be changed as
needed.
Used for technical
reporting

Object Part
Damage
Text
Cause Code
Cause Text
1.3.1
Code of standard part for which the

notification refers
Code for damage description
Free text for damage description
Code for cause of damage description

Free text for cause of damage
description
O
O
O
O
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time (i.e., minutes).

Select code from drop down list (press
F4).
Select code from drop down list.
Enter text for damage description, if
needed.
Select code from drop down list.
Enter text for cause of damage
description, if needed.
Malfunction, Breakdown Tab

Detailed information regarding the malfunction, such as start date and time of the malfunction of the reference object, can be
entered in this tab. The malfunction can also be marked as a breakdown. This information is later used for reporting (i.e.,
mean time between failure, number of breakdowns, etc.).
1.3.2
Location Data Tab

Contains location information of the reference object.
1.4.
Put the notification in process. (Click the "Put in Process" button or Notification Functions
Put in Process or press F5)
1.4.1
The system status on the notification will change from OSNO to NOPR.
1.5.
Save the notification. (Click on the save icon, or Ctrl+S)
1.5.1
Message will be displayed confirming that the notification has been saved
and will display system assigned notification number.

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For creating Break-Down Maintenance Order through notification, Enter into change mode of
created notification & click on Create Button

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Check the defaulted Data in the Pop-Up
Click on / Press ENTER
With reference to the Notification, System takes into Create mode of Maintenance Order
automatically.

Save
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Observe & note the Order No. & Notification No. displayed on the Status Bar.
Break-Down Maintenance Order Process

Overview
Trigger:
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Internal work hours and costs need to be captured and transferred to other cost objects
for maintenance / service work. Billable hours and costs need to be captured and
billed to customers, as well as transferred to other cost objects, for service work.
Business Process Procedure Overview
A detailed work planning document which holds details on resources, components, costs, and labor
required to complete specific maintenance / service work. Can be created with or without a
notification.
The costs are settled to other cost objects, such as cost centers, WBS elements, internal orders,
fixed assets, profitability segments and G/L accounts (service only), contracts (service only), other
PM/CS orders and real estate objects.
Input Required Fields
Order No
Field Value/Comments
Input the order No. obtained through Malfunction Notification
Output - Results
Change of a PM/CS Order
Comments
Refer to Business Process Procedure Change PM Order', to
verify this result
1.1.
Access transaction by:
Via Menus
Logistics Plant Maintenance Maintenance Processing

Order Change (general)
Via Transaction Code
IW32
2.
On screen Change Break-Down Maintenance Order 4200000151: Central Header,

check the data defaulted, and change the data if & as needed :

2.
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On screen Change Break-Down Maintenance Order 4200000151: Central Header,

check the data defaulted, and change the data if & as needed:

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Click on Operations Tab & check the data defaulted operations, work, no. of capacity &
duration, and change the data if & as needed, and select Line :

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Click on Component Tab & check the data defaulted Material No & Qty., and change
the data if & as needed:

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Click on Costs Tab & check the status of determination of

the planned costs are in order:
Release the order by clicking on Green Flag

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After Releasing the Order Observe status of the order from the Status Bar.
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PAGE:
After Saving the Order Observe status of the order from the Status Bar.
Click on Operations Tab
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Select the line
Click on Components Tab
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Select Line & click on Gen Data Tab
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Take the Reservation no.
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Save
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Click on To Reservation Tab.
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Enter Reservation No.

Click on Adopt + Details
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Enter Storage Location & press Enter
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SAVE
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1.5.
PAGE:
Status of the Goods Issue displayed on the Status Bar
Access transaction for PM Order Confirmation: Via. T- Code:IW37

o Enter Order No.
Execute
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Select the Line and Click on Individual Confirmation tab.
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Change Actual Work as & if required.

o Check () Final confirmation, No Remaining Work & Clear open Reservations
as & if required.
Enter Actual Duration as required.
Enter Dates & Times as required.

SAVE
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Status of the Order Confirmation displayed on the Status Bar
Enter into Change Mode (IW32) of the Order to observe the updation of Actual Costs

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Click on Complete icon (black flag) to mark TECO (complete Technically)
Edit the defaulted Date & Time of completion.

Click on (Continue) / Press ENTER

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Note Status of the Order from the Status Bar
Enter Settlement Period

Enter Fiscal Year
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Only to view the Settlement click on Test Run (or) to settle

directly click on Check Trans Data
Click on Execute / F8 to settle.
Click on Details List

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Enter into change mode (IW32) of Maintenance Order for Complete (Business)
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To Complete (Business) click on Complete (Business) Tab
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Note the Status of the Order from the Status Bar
Access to Change mode of Maint Notification for performing TECO
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Click on Complete icon (black flag) to mark TECO (complete Technically)

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Edit the defaulted Date & Time of completion.

Click on (Continue) / Press ENTER
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Note the Status of the Notification from the Status Bar
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DOCUMENT NUMBER: UML2_PM (Break-Down Maint Order Process ) _V1.0

Creation Of Malfunction Notification

Input Required Fields

Tips and Tricks

Access transaction by:

Logistics Plant Maintenance Maintenance Processing Notification Create