SAP PM Training Course

National Drilling Company

Maintenance Division
PMS Team
2015

1
Contents
 Introduction ………………………………………………………………………3
 SAP Logon …………………………………………………………………………4
 SAP Modules ………………………………………………..……………………5
 SAP Transaction Access …………………………………….………………. 6
 Favorites List ……………………………………………………….…………… 7
 SAP Main Menus ………………………………………………….…….………8
 System Function Bar ………………………………………….………..…….. 9
 NDC Definitions ………………………………………….……………………..10
 Function Location Structure ……………………………………………… 11
 Rig User Transactions ………………………………….………………….. 12
 Display Equipment List ….…………………………………….…………… 13
 Multiple Selections ………………………………………………………….. 15
 Layout ……………………………………………………………………………. 17
 Measuring Point & Documents ………………………………………….. 19
 Work Orders ……………………………………………………………………. 22
 Notifications ……………………………………………………………………. 24
 Notifications List ………………………………………………………………. 28
 Change and Confirm Work Orders List ……………………………….. 29
 Transaction Menus ………………………………………………………… . 33
 Attachments ……………………………………………………………….……. 34
 Variants ………..…………………………………………………………….…… 35
 Material Search ……………………………………………………………….… 36
 MD Chart …………………………………………………………………………. 39
 PMS Scheduling and Execution ……………………………………….… 40
 PMS Process ..……………………………………………………..…………. 41
 Monthly Reports ………………………………..…….……………………… 42
2
Introduction
SAP is defined in literal terms from a German translation of

Systeme, Anwendungen und Produkte in der Datenverarbeitung

as Systems, Applications, and Products in Data Processing.

SAP, started in 1972 by five former IBM employees in Mannheim,

Germany, states that it is the world's largest inter-enterprise software
company and the world's fourth-largest independent software supplier,
overall.

3
SAP Logging on

 SAP Logon Icon

Click the desktop icon to display SAP logon screen

SAP Logon screen has four selections

 1 & 3 Production Logon
For real data (online)
Any data change will be recorded in user account

 2 & 4 QAS Logon

For Training purpose
System data will not be affected by the changes

1 & 2 selections will use windows user name to logon (incase of windows user has SAP access)
3 & 4 selections require to enter SAP user name and password

4
 Modules
Systems, Applications and Products (SAP R/3)
The SAP R/3 modules used to manage the maintenance of drilling equipment are:

 Plant Maintenance
 Financial Accounting and Controlling
 Materials Management
 Human Resources
 Project System

The SAP Plant Maintenance Module is the primary tool used to manage NDC’s
equipment maintenance activities and resources. SAP is used by NDC to plan, record
and execute the rig maintenance system.

5
SAP Transaction Access

 Carrying out SAP task using SAP transaction

Three options to run any SAP transaction

1. Select from SAP/User Menu

Example :
Logistics Plant Maintenance Management of Technical Objects Equipment List Editing  Display(IH08)

2. Insert transaction code in the command field

3. Select from Favorites list (preferred)

6
Favorites List

 Creating Favorites
1- Inserting an Item from SAP Standard Menu or from User Menu
Right Click on an executable item from user/SAP menu  Add to Favorites
The new item appears at the end of your list.

2- Use Drag & Drop.

The new item appears below the position where you dropped it.

3- Inserting a Transaction
Right click on Favorites folder  Insert transaction.
Dialog box appears. Enter the transaction code and choose Continue.
The new item appears at the end of your list, and is automatically labeled with the transaction name.

Also you can create new favorites folder , move , rename

or delete favorites by the same way.

7
SAP Main Menus

Access the main menu to do the following

 Create Favorites List
Favorites Menu (ALT+F)

 Display Technical Names (transaction code)

Extras/Settings/Display Technical Names

 Set Start Transaction

Extras/Settings/Set Start Transaction

 Set User Own Data

System/User Profile/Own Data

Go to Defaults tab to select your default printer

LP01 : for SAP default which will allow you to view material details
Local : to select the windows default printer

8
The System Function Bar
Icon Quick info text Accelerator Key Function
Enter Enter Confirms the data you have selected or entered on the
screen. Does not save your work.

Save CTRL+S Saves your work. Same function as Save in the Edit
menu.

Back F3 Returns you to the previous screen without saving your

data. If there are required fields on the screen, these
fields must be completed first.

Exit SHIFT+F3 Exits the current function without saving. Returns you
to the initial screen or main menu screen.

Cancel F12 Exits the current task without saving. Same function as
Cancel in the Edit menu.

Print CTRL+P Prints data from the current screen.

Find CTRL+F Searches for data required in the current screen.

Find next CTRL+G Performs an extended search for data required in the
current screen.

First page CTRL+PgUp Scrolls to the first page.

Previous page PgUp Scrolls to the previous page.

Next page PgDn Scrolls to the next page.

Last page CTRL+PgDn Scrolls to the last page.
Create session No Accelerator Key Creates a new SAP session
Create shortcut No Accelerator Key Allows you to create a desktop shortcut to any SAP
report, transaction, or task.

Help F1 Provides help on the field where the cursor is

positioned.

Customizing ALT+F12 Allows you to customize the display options.

of local layout
9
NDC Definitions
 Maintenance Plant
A plant (rig/Barge/Workshop) in which the technical objects (equipment) of a company are installed.
Examples : ND01, ND37 (Al Ghuwefat), 2200 (Workshop)

 Function Location
A functional location represents the place at which a maintenance task is performed.
Example : 1-OPR-B-ND01-01 HOISTING & ROTATING SYSTEM in ND01

 Location
A location within the plant
Example : Genset 1

 Cost Center
Represents a defined location of cost incurrence (started with 2 for offshore rigs and 3 for onshore rigs).
Examples : 301 ND01 cost center
203 Al Ittihad cost center

 Work Center
A particular place or person who performs his duties within the corporate work system
Examples : RIGELEC, RIGMECH, DRILLER, BARGCAP & RIGMNGR
10
 Function Location Structure (IH06)

1-OPR-B-ND66-01-01
Hoisting Sys
NDC
Operation
Hoisting &
Rotating Sys
Onshore
Rig
NO

11
Rig User Transactions
The below list of transactions are being used frequently by rig maintenance staff.
Go to Favorites to create your favorites list (Favorites \Insert Transaction)

 IH08 Display Equipment List

 IW21 Create PM Notification (M1 or OL type)
 IW28 Change Notifications List
 IW31 Create Order (RIGW-MOCW)
 IW38 Change PM Orders List
 IW41 Confirm Work Order
 IK11 Create Measuring Document for Measuring Point
 IK17 Display Measurement Documents (Reading)
 IK34 Running Hours Entry
 IK22 Entry of Equipment Reading
 MM03 Display Material by PN-MNFR- Description
 IW13 Material within Work Order List
 MB52 List of Warehouse Stocks on Hand
 ZTMM_RIGWO Rig Work Order Material Analysis

12
Display Equipment List (IH08)

To display list of equipment, use transaction IH08 to search by one of the below criteria's
 Search by Equipment Description
Enter part of equipment description in the below field(enter within two star signs **)

 Search by Technical Object Type

Click on the below ball to select the technical object type from the list

 Search by equipment Manufacturer, Model or Serial Number

Enter a part of equipment manufacturer, model or serial number between two star signs **

 Maintenance Plant
Select or enter the rig number to view the related equipment list and press Execute(F8)

Double click on equipment number or select the line and press Display to view equipment details

13
Equipment Search
 Search by Equipment Description
Example : *engine*

 Select Technical Object Type

Example : ENG

 Search by Manufacturer Serial Number

Example : *s*6351*

 Select Maintenance Plant

Example : ND50

 Multiple Selection Icons

14
Multiple Selection Guide
For any range selection, you can enter single value, “from : to" range or press Multiple selection

icon for more options

In Multiple selection screen

you can enter single values, select ranges, exclude single values & exclude ranges.

Also in Multiple selection screen, you have the below options:

 Go to more Multiple selection
 Insert values from text file
 Upload copied list from clipboard
 Maintain your selection (>, < or =)
 Delete Row
 Delete Values
 Check Entries
 Cancel your entries
 Accept the entered values
15
 Example for Multiple Selection
Ex : Display the engines list installed in ND01, ND02 & ND03
Procedure:
 In SAP Logon screen, enter transaction IH08 in command field

 Type *engine* in equipment description field

 Scroll down to Maintenance Plant field

You can enter the range from ND01 to ND03 as series

Or go to Multiple selection
Enter ND01, ND02 & ND03 as single values or

Or select range from ND01 to ND03

If you have the list in spread sheet or copied in clipboard, press Upload
Or click on Multiple selection to select ND01, ND02 & ND03

Note : Multiple selection icon may lead to another transaction to select your range
You can apply the same method for any range selection
16
Change Layout of a List
You can change the layout of any list and save your changes as default setting.

 To change your layout, click on Change Layout icon at the top of the list

 Displayed column will be shown on the left side and hidden column on the left side

 Double click on the column name to move from left to right or vise versa.

 Adjust the displayed columns position up/down by clicking the arrows.

 Go to Sort tab to sort out your displayed columns. (same function by sort icons )

 After making the required adjustments, click on Save to save the changes

 Enter your layout preferred code (without / sign)

 Enter your layout description

 Click on the below two check boxes

 Click on Continue

 If the layout code is already exists, change the code or overwrite the existing code.

 Click on Transfer to save your default layout

 If you enter the same transaction in new session, the new layout will be viewed.

 You can also filter the list by selecting the required column and click on filter icon 17
Example of Change Layout
Using transaction IW49, display the PMSW orders RIGMECH operation list in ND01 dated 01.01.2013 to 01.01.2014 .
Display Order, Equipment, Description, System status & Work center columns only.
Sort the list by Order then by Equipment in Ascending orders.
Filter the displayed list to display the released orders only (REL).

Procedure :
 Enter transaction code IW49 in command window

 Select RIGMECH work center

 Select PMSW order type

 Type *ND01* in function location field

 Select the Earliest start date period from 01.01.2013 to 01.01.2014 and Execute (F8)

 Press the current layout icon to display, hide and sort the columns.

 Select the required columns to be displayed

(Order, Equipment, Description, System Status & Work Center)

 Click on Sort Order tab to sort the list

 Adjust the sort criteria by Order then by Equipment

 Press Transfer

 Click on System Status column and then on Filter icon

 Select REL system status and press Execute

The requested list will be displayed. 18

Measuring Points/Documents (IK07/IK17)

 Display Measuring Points for Equipment (IK07)

Measuring point is A system object representing a physical device that measures a parameter for equipment.
Examples : Counter, Pressure, Clearance, Air Gap & IR Value
Using transaction IK07, enter or select equipment number to view the related measuring points.

 Display Measuring Documents for Equipment (IK17)

Measuring document is the value entered for measuring point

To view measuring document list, select the measuring points list and click on MeasDocuments
Or use transaction IK17 and enter/select equipment or measuring point number

By default, 50 readings will be displayed per measuring point.

To view the last reading only, change the below field to 1 .

19
Create Measuring Document (Reading)
 To enter a Measurement reading/counter reading for the measuring point, search for
measuring point number and use transaction IK11

 To enter all Measurement reading for equipment, search for the equipment number and use
transaction IK22 . Select the equipment number and press ENTER key.

To enter counter value (Ex . Running Hour), press Object Counter button
To enter all related measuring reading , press All Measuring Points on Object button

 For engine and compressor running hours, entry list is prepared to enter the counter reading easily in daily
basis. Use transaction IK34 and select your entry list number and press ENTER key

Enter all reading in the first page and press Next Page button to check for more counters

20
Example of Running Hours Entry
Record the engines & Compressors running hours of ND52

Procedure:

 Enter transaction IK34 in command field on the top left corner of main SAP screen

 Press the selection button to select ND16 entry list number

 Type *ND52* in Entry list Name field and press ENTER

 Select list # 122 and press ENTER

 Enter the running hours for all counters in the first page

(counter is defined by measuring point, equipment & serial number)

 Click on Next Page icon to enter the remaining counter readings

 After entering all counters readings, click on Save

If counter reading is the same as previous reading, press ENTER key to accept the warning message.

The reading will not be accepted if

 Reading lower than previous reading which will lead to overflow

 Reading more than 24 HRS/day .

21
Work Orders
SAP is generating PMSW orders automatically in monthly basis as per the preventive maintenance system.

For unplanned repair/maintenance, the maintenance crew have to create RIGW order.

MOCW order to be created for management of change request.

Create Work Order (IW31)

To create RIGW order for unplanned maintenance/repair job:

 Enter transaction IW31 in command field and press ENTER key

 Select Order Type (RIGW), Priority & Equipment or Func Loc. and press ENTER key

 Enter the below information in the order Header Data tab

Job short description B

Start date

Finish date

PMActType

 Malfunction Report notification (M2) will be created automatically

Press Notifictn pin to add the notification feedback and breakdown data (Details in Notification part).

 Select Component tab to insert the required spars in the work order screen

Save the order and record the order number.


22
 Work Order Screen
Order Status

Order Description

Materials Tab (Spars)

Linked Notification

Activity Type

Basic Start & Finish Date

Function Location &

Equipment Number

Breakdown Indicator

Shutdown Hours
23
Notifications
SAP notification are used to request for external service (M1), request for oil sample analysis (OL) or record
additional PMS activities (M3). M2 notification is created automatically along with RIGW order.

 Create M1 Notification for External Service (IW21)

 Enter IW21 in command field and press ENTER key

 Select or enter notification type M1 & press ENTER key

 Enter the job short description

 Select equipment number or function location

 Select Person response (Maintenance Support Engineer)

 Go to Feedback History tab to enter the failure data

 Select the failure effect (Equipment Shutdown, Operation Shutdown or No Effect)

 Type the failure history and scope of work in the long text

 Select the failed object part

 Select the failure

 Select the failure cause

 Select the action taken

 Incase of shutdown, go to Breakdown tab , select the Breakdown indicator and enter Downtime

 The same should be done in M2 notification which is created automatically from RIGW orders. 24
 Notification Feedback/Failure History

Notification Description

Notification Feedback history tab

Failure Effect

Feedback long text

Failed object part

Failure
Failure Text

Cause of Failure
Cause of Failure text

Action Taken

25
Oil Sampling
Oil sampling is a very important PM task. Whenever you have an operation in PMSW order for oil sample
submission, collect the oil sample using the standard bottle, fill in the label date and create OL notification.

 Creating OL notification

You can create OL notification using IW21 however it is recommended to link the notification to the PMSW
order by following the below Procedure :

 From the PMSW order Header Data, click on Create Notifictn icon

 Select OL Notifictn type and press ENTER key

 Go to notification Feedback History to fill in the sample data

 Select Z from Results (def)

 Fill in the sample data in the long text (Grade, RHS on oil ..etc.)

 Select the equipment name from the object list

 Click on Back icon to go to work order screen and Save to save the notification

If you have more than one sample, go to transaction IW21 to create separate notification (same Procedure).

Only one oil sample to be recorded in OL notification.

If the sample submitted and reached the laboratory, the notification status will be changed from Z to Y.

After receiving the testing report, the result will be recorded in the notification status and feedback text. The
testing report will be attached to the equipment.

26
 Create Oil Sample Notification from PMSW order

From PMSW order header data,

1 Click on create notification icon

2 Select OL Notification type

3 Go to Feedback history tab

4 Select oil sample status (Z)

5 Enter the sample data (Grade, RHS, ..etc.)

6 Select equipment name

27
 Notification List (IW28)
Use transaction IW22 to change single notification if you know the notification number.

To view & change notification list, follow the below Procedure.

 Enter transaction IW28 in the command field and press ENTER key

 Select the notification type (M1 or OL)

 Select your rig number (Maintenance Plant)

 Also, you can view the completed notification by clicking on Completed check box

 Press Execute(F8) to view all open order list

 Double click on notification number or select the line and press Details to change the notification.

28
 Change Orders
Use transaction IW32 to change single work order if you know the order number.
To view & change work order list, follow the below Procedure
1
 Enter transaction IW38 in the command field and press ENTER key
 Select the order type (RIGW or PMSW)
 Select your rig number (Maintenance Plant)
 4 Press Execute(F8) to view all open order list

2 Select the order type (RIGW or PMSW)

3 Select Maintenance Plant/Rig

29
Change Orders List (IW38)

Select the line and press Details

or Double click on order number.

Release Order

After creating an order, the system status will be CRTD. To release the order for execution,

 Click on User Status icon , select Work and press ENTER key

 Click on Release flag to release.

Incase of work permit required, a warning message will be generated. Press ENTER key and Save

 PMSW orders are generated by user status “WORK”, so you need only to press Release flag to release.

 After releasing the order, the system status will be changed from CRTD to REL.
30
 Order Confirmation
After executing the order tasks, go to transaction “IW41” and enter the order number to confirm.

To confirm released order list, follow the below procedure

 Using transaction (IW38)

 Select the list of REL orders and click on Operation

 Select the list of REL operation

 Click on Individual Confirmation

 Enter the below data in confirmation screen to confirm the operation

Actual Working Hours

Click the three check boxes

 Press Save

The operation status will be change fro REL to CNF.

 PMS team will review and TECO the confirmed orders

31
Example of Release and Confirm PMSW Order List
Release the list of PMSW orders in ND56 dated 12.12.2013 and confirm rig mechanic tasks
Procedure :
 Enter transaction IW38 in command field and press Enter key

 Select PMSW order type

 Scroll down to select maintenance plant ND56

 Click on Execute icon (or F8) to view all ND56 open PMSW orders list.

 Click on Basic Start Date column and press Sort icon to sort the list by start date.

 Select the rows of all CRTD orders dated 12.12.2013

 Click on Release flag and ENTER key to accept the permit warning message

 The order status will be changed to REL. Select the REL list and click on Operation icon

 Click on Work Center column and then click on Sort icon to sort by work center.

 Select the rows of REL operations assigned to rig mechanic.

 Click on Individual Confirmation icon to go to confirmation screen.

 Enter the below data in confirmation screen to confirm each operation

Actual Working Hours

Click the three check boxes and press Save

Note: In the same screen, you can enter your feedback in Confirmation Text field,

enter new measuring reading or create SAP notification. 32

Transaction Menus
In transaction screen, you have some useful options in the main menus to view the related information.

Example
Using IH08 to display equipment list. In this list, you can do the following:

 Display the related notification list for equipment

By highlighting equipment list and select notification from Environment menu

Related work orders

Related Measuring Points

 To select one equipment only, click on the equipment row

 To select all the list, click on list corner

 To select different equipment,

press and hold CTRL key and click on the required equipment rows.

 To select random cells to copy the cell information

Press CTRL + Y and select the cells, then press CTRL + C to copy and cell information

 In all SAP screens, to find a help for a field,

select the field and press F1.

The related help info will be displayed

33
Attachments
Documents can be attached to different transaction screens (Equipment, Notification, Order, Material …etc.).
Different document types can be attached (PDF, Doc, xlsx ..etc.)
Whenever Service for Object icon is available in a screen, you can create or view attachments.

 Create Attachment

 Click on service for object icon and select Create\Create Attachment

 Go to the required attachment location in your computer

 Double click on the required file to attach

 View Attachment

 To view the attachment, Click on service for object icon and select Attachment List

 Double click on the required attachment to view

34
 Variants
If you often run a transaction with the same set of selections , you can save the values in a selection set called
a variant. You can create any number of variants for any transaction in which selection screens are defined.
Variants are assigned exclusively to the transaction for which they were created.

 Creating Variants
1- Go to transaction screen which you need to create and save variant for your selection (Ex IH08)
2- Make all required selection and inputs then press Save as variant

3- Enter Variant Name and Description

Press Save to save the variant

 Selecting a Variant
1- Whenever you run a transaction with saved variant, press Get Variant icon
2- Find Variant window will be shown, press Execute to view all variants or search for variant.
3- All saved variant on the transaction will be shown, double click or select the variant and press

All saved selections and data related to this variant will be recalled

35
Search Materials by Mnfr Part Number
 Enter transaction MM03 in the command field and press ENTER key
 Enter a material number or click on selection ball to search for the material
 Click on the right top corner to search by part number
 Enter the manufacturer part number
or material description or both.
 Click on Start Search
 Select the required material from the viewed list and press Copy
 After selecting the material number, press ENTER key
 Press Select All to view all material details and then press ENTER
 Press to enter Plant 1000 and press Save to save as default setting.
 Click on the below check box to view the material details directly.
 In Basic data 1 tab , click on glass icon to view the material PDF file with detailed info.
 If the PDF file is not viewed and this message is generated
Then you have to adjust your default printer to LP01
From the main menu bar, go to System/User Profile/Own Data select Default tab and set output
device to LP01

Note : The material codes started by 11 for stock or 22 for non stock, to copy the material number only,
Select the material, Press CTRL + Y then Press CTRL + C
To past, press CTRL + V
 If Search by Class screen is shown after pressing the search ball, press back to view the selection screen

36
Search by Material Class
 Enter transaction MM03 in the command field and press ENTER key
 Click on selection ball to search for the material
 Click on the right top corner to search by material class
 Select Material for Classes tab
Note : To view the selection screen again, press back icon
 Type *parts* as class and 001 as class type then press ENTER key.

 Double click on the required equipment (Ex. Drawworks parts )

 Enter the equipment model number and/or press
 All equipment related parts will be shown

 Click on to change your layout and to save the layout.

 Double click on the object number to select the material number.

 Press ENTER key to view material details.

37
 Material Search (MM03)
Click here to search

Click here to select search criteria

To Search by Mnfr PN To Search by Material Class

Select
Select

Enter Mnftr Part Number Enter

Example : *6042* *parts* in class field
and 001 in class type

Select the required

Select the required material equipment name

Click on Enter equipment model

38
 Maintenance Division Organization Chart
Maintenance Manager

Head of MS Head of PM Head of MM Workshop Manager

PMS Team Reliability Team

Mohamed Banderi (Snr PMS Eng- Ext 3274)

Haitham Mohamed (PMS Eng – Ext 3547)
Tamer Zaher (PMS Eng – Ext 3837)
Ambarish Chatterjee (PMS Eng – Ext 3430)
Nawal Al Seiari (PMS Eng – Ext 3934)
Khalid Al Hosani (PMS Eng – Ext 3184)

39
PMS Work Order Scheduling & Execution
 PMS order delay should not be more than the following:

a. Weekly Jobs : max. allowable delay 1 day

b. Monthly & Quarterly jobs : max. allowable delay 1 week
c. Semi annual jobs : max. allowable delay 2 weeks
d. Annual jobs : max. allowable delay 4 weeks.

40
 Preventive Maintenance Process

Create Prepare & Create Run DLM Rig Meeting

M Plan Release
Master Review Maintenance for 30 Days For
Scheduling WO on Due
Data Maintenance Plan Rescheduling
Task Date
PMS Orders

 PMS order delay should not be more than the following: Are Yes Assign
Spares Required
Required? Spares
a. Weekly Jobs : max. allowable delay 1 day
b. Monthly & Quarterly jobs : max. allowable delay 1 week No
c. Semi annual jobs : max. allowable delay 2 weeks
d. Annual jobs : max. allowable delay 4 weeks. Execute Good
PM Task Issue &
Receipt

Review Confirm Feed

Completion Individual Measurements
By RMNGR Operation /Finding

PMS Report Technical

Completion
PMS Audit Generation
By PM Team 41
MONTHLY MONITORING REPORTS

42
 PMS Completion Report
Shows the percentage of completed PMS work orders to the total PMS orders
(Score = Completed/(Completed + Pending)*100 %).
The target completion percentage is 92%

To view the list of pending PMSW orders

 Enter transaction IW38 in the command field and press ENTER key

 Select PMSW order type

 Select the basic start date range from 01.01.2002 to current date(today)

 Select your rig number in maintenance plant field

 Press Execute to view the list

The all viewed order list should be confirmed (CNF system status) to get 100% score

43
Hands On Maintenance Report
Shows the maintenance hours recorded in the confirmed PMSW, RIGW & MOCW orders during the month.

To view HOM hours record

 Enter transaction IW47 in the command field and press ENTER key

 Click on order status In process & Completed

 In Order Type field, click on multiple selection icon to select PMSW, RIGW & MOCW types

 Type your rig number between two star signs in Function Location field

 In finish execution field, select start and end date of the current month and remove any other dates

 Press Execute to view the list

 Click on Act Work column and press Sum to check the total hours

44
 Display Confirmation List (IW47)
6
Click to Execute

1 2
Click on Click on multiple selection icon
order status
In process & Completed

4
Remove any other dates

5
Select start and end date
of the current month
Select order types
MOCW, PMSW & RIGW
3

45
Oil Sample Status Report
 Shows the status of last oil sample for
critical equipment (IW28).

46
Measurement Reading Report
 Shows the status of measurements
entry for critical equipment (IK17).

47
48