SAP Unit 8: Internal Order, Fixed Assets, and EAM
Account determination key is in
Asset class (this is different)
Units of capacity are managed
At maintenance work centers (work shops)
With correct customization
Automatically create new time segment whenever certain changes are made in master record
MP 2. Check: content and integration
Availability check PM/MM
A material BOM is a
BOM that is first created for a material independent of a technical object
Asset posting examples
Buying and selling Credit memos Acquisitions from internal production Adjustment postings Retirements without revenue Depreciation and appreciation
Settlement options
By cost elment or settlement cost element Settlement rule Distribution
Asset can be assigned to
CO objects and logistic organization elements
The data for each valuation method controls
Calculation of normal and special depreciation
Organizational units in EAM
Client Company Code Plant
Structure indication consists of
Coding template Hierarchy levels
Internal order
Collects cost for different classes of assets
Asset belongs to
Company code and business area
Object list
Compile multiple notifications Assign several technical objects to the order
Options to complete maintenance order
Complete maintenance order and notification separately Complete the maintenance order together with assigned notifications (NO outstanding tasks (OSTS))
The maintenance BOM can only
Contain items relevant to plant maintenance
Asset class defines
Control parameters Default values
Possible settlement receivers
Cost center Order Project Profitability segment G/L Account Asset Sales order with cost collector
Final internal order settlement
Costs represent acquisition value of asset
To create material BOM
Create a material Create a material BOM for the material Assign a BOM to one or more technical objects
Features of a commitment
Created in Purch in MM automatically when assign an overhead order to PR or PO line item Reduced by posing GR against PO Needs to be activated in CO for each controlling area
Order type defines
Default values Order Characteristics (settlement, planning, budgeting)
Asset master record has
Different data for each valuation area
A maintenance order can be created:
Directly (Breakdown order) Not created centrally, by person responsible Combining many notifications Activity report for an existing maintenance order Automatically generated by maintenance plan
Activities are
Done
N 5. Invoice
Enter invoice PM/MM/FI/CO
Elements of functional location master record
Equipment usage Classification Documents/technical drawings Multilingual texts Address/partner Measuring points/counters Permits
Equipment master record items
Equipment usage Classification Documents/technical drawings Multilingual texts Address/partner Measuring points/counters Permits +Internal note
Maintenance notification types
Functional location (w/ or w/o an assembly) Piece of equipment (w/ or w/o an assembly) Material WITH a serial number
View for reference object can be selected
Functional location + Equipment + Assembly (former standard) Functional location + Equipment + Assembly (if functional location has 1 piece of equipment, automatically set for the functional location) Functional location Equipment (w/ and w/o assembly) Material + Serial Number (w/ and w/o equipment number) WITHOUT a reference number
Functional location master record views
General Location Organization (Account assignment) Structure
Equipment master record views
General Location Organization (account assignment) Structure (structure indicator)
Asset master record views
General data Posting information Time dependent data Asset depreciation information
MP 4. Goods Issue: content and integration
Goods issue for order PM/MM/FI/CO
N 3. Goods Receipt: content and integration
Goods receipt PM/MM/FI/CO
Functional location
Hierarchically ordered structures that represent technical system
Structure indicator
Identification for functional locations
A commitment
Identifies costs that are incurred in future for material and services
Confirm time required on maintenance order
Individual entry Collective entry Overall completion confirmation Cross Application Time Sheet (CATS)
Equipment
Individual physical object to be maintained as autonomous unit Can install equipment at functional locations Link piece of equipment with material serial number
Completion confirmations trigger
Internal activity allocation between cost center and maintenance order
One can base material planning on
Internet catalogs Direct material assignment BOMs
Technically complete order (TECO) means
Lock or unlock maintenance order Set the deletion flag Enter goods movement still outstanding, and confirmations and invoice receipts Change the settlement rule
Enter maintenance activities preformed
Maintenance notifications (type Activity report) and assigned to the corresponding order As confirmation texts
Planning based organizational units
Maintenance planning plant -Maintenance planner groups
Location based organizational units
Maintenance plant -Location (site, building, coordinates, responsibility) -Maintenance work centers
Criteria for equipment master
Manage individual data for object Require breakdown, planned, or preventive maintenance Collect and evaluate technical data for long time Monitor the costs of maintenance tasks Need to record the usage time
Categories of maintenance BOM
Material Equipment BOM for functional location
Examples of single object
Means of production Means of transport Test equipment Production resources of tools Customer devices Building or property System or system parts Vehicles
Cross plant planning
Multiple maintenance plants are assigned to a planning plant Planning, execution, spare parts are responsibility of another plant
Tasks for planing purpose
No cost monitoring No material planning No capacity requirements planning
Reference data has
No influence on the determination of the location and account assignment data
Maintenance notification structure
Notification Notification items Activities Tasks
Recording commitments and actual costs,
One can compare funds allocated to planned and budgeted costs to determine funds availability
Plant specific planning
One maintenance plant assigned to a planning plant Can occur that maintenance measures planned at same plant maintenance requirement occurs Orders executed by workshops from same plant, spare parts stored there too
Elements of Maintenance order
Order Header Object List Operation Material List PRT Settlement Rule Costs (estimated/planned/actual)
Data in maintenance history includes
Order data Data from maintenance notifications Usage histories
The settlement rule is defined in the
Order master record
MN 3. Control: control and integration
Order release, printout, capacity leveling, availability check PM/MM/maybe HR
Internal order master record most important field
Order type
N 1. Order: content and integration
Order with automatic PR PM/MM
MP 1. Order: content and integration
Order with automatic reservation PM/MM
Functions of internal orders:
Overhead cost orders Investment orders Accrual orders Orders with revenues
Orders are
PCNF CNF
N 2. Purchase order: content and integration
PO for PR PM/MM/CO
Purchase requisition is generated at
PO released or saved
Tasks are
Planned
Types of withdraws
Planned Unplanned
The asset explorer views include
Planned values Book values Transactions in fiscal year Posted/planned depreciation Depreciation parameters
MN 4. Execution: control and integration
Planned/unplanned material withdraw PM/MM/FI/CO
Internal order use includes
Planning Collecting Monitoring Settling costs
Other constellations
Planning of maintenance and spare parts procurement for one plant take place in another plant Tasks are preformed locally
Maintenance planning types
Plant specific Cross Plant Other constellations
Activities can only be preformed after order release
Print shop papers Withdraw materials Book goods receipts Enter time confirmations Complete task
Criteria for functional location
Represent technical structures according to functional criteria Perform and record maintenance tasks Store technical data and evaluate long term Monitor costs of maintenance tasks Analyze effects of usage conditions
Effects of order release
Reservation is effective and can be withdrawn Papers can be printed Confirmation is possible Goods movement is possible
MP 3. Release: content and integration
Reservation/MRP PM/MM/CO
Depreciation is planned, then
Run in direct or batch mode
Structured processes that can be controlled and process by workflow management system
Series of actives Recur in same or similar forms Involve several people or group of people Require high level of coordination
Functional location can be organized
Spacial Technical Functional/Process oriented
Transaction type
Specifies exactly where asset posting is listed in asset history sheet Is distinguishing characteristic
Difference between equipment and functional location
Store data about other parts of system in functional location
Aim of creating functional location
Structure a technical system into units relevant for plant maintenance
Maintenance BOM function
Structure of object Spare parts planning in the order Spare parts planning in task list
Ensure integration between AA and PM
Synchronously creating/changing both Create Equipment master whenever asset master is created Pass values of Company Code and Inventory Number
MN 1. Notification: content and integration
Technical object description, data malfunction PM
MP 5. Technical completion: content and integration
Technically complete the order PM/MM
N 4. Technical completion
Technically complete the order PM/MM
Overall completion confirmation:
Time Material Measuring documents and Activities Tasks services
MN 5. Completion: control and execution
Time confirmation, technical confirmation, technical completion, settlement PM/CO
Internal order settlement
Transfers cost from internal order to asset master record
The transaction type must be included
When posting to an asset account
Execution phase
Withdraw spare parts Execute order
One can enter a maintenance notification
Without specifying an object number
MN 2. Planning: content and integration
Work to be performed, resources internal/external, materials, tools PM/MM
Several pieces of equipment can be assigned to an asset,
but a piece of equipment can belong only to one asset
Figure 213
figure 213
Maintenance Notifications steps
1. Notification 2. Planning 3. Control 4. Execution 5. Completion
Material Process Flow
1. Order 2. Check 3. Release 4. Goods Issue 5. Technical completion
Material Process Nonstock
1. Order 2. Purchase order 3. Goods Receipt 4. Technical completion 5. Invoice