Unit 11: Project Systems AND Unit 12: Enterprise Asset Management (EAM)
What are the 2 reasons you use the equipment master record?
(1) Monitor the costs of maintenance tasks for an object (2) Record the usage time of an object at functional locations
Activities that Follow Release of Maintenance Order
(1) Print shop papers (2) Withdraw material (3) Book goods receipts (4) Enter time confirmation (5) Complete task
Why do we have a functional location?
(1) To represent the structure of the technical system in a hierarchy (2) To analyze the effects of the usage conditions on the likelihood of damage
Characteristics of a project
1) A group of cost objects to flexibly monitor and track complex spending 2) It includes cross functional interaction (integration)
What are the steps for maintenance process?
1) Create Notification 2) Create Maintenance Order Plan 3) Release the Order 4) Execute the Order 5) Complete the Order
Elements of a maintenance order (or what is maintained)
1) Header Data 2) Object List 3) Order Operation 4) Material List 5) Settlement rule 6) Costs (estimated/planned/actual)
What items can you update using overall completion confirmation?
1) Limited ability to change order 2) Status "technically completed" 3) Create settlement rule 4) Deletion flag for purchase requisitions 5) Close open reservation 6) Close open capacities
3 Methods for Planning Costs
1) Manual - using structure-oriented planning, cost element-based detailing planning or unit costing 2) Automatic - using costing data of the assigned activities 3) Easy Cost Planning - this assumes using execution services to enter the commitment and actual cost data
What do you reference when you create a notification?
1) Material with Serial Number 2) Equipment 3) Functional Location 4) Assembly 5) OR NOTHING AT ALL
Types of Period Closing Activities
1) Settlement 2) Template Allocation 3) Overhead Rates 4) Project Interest Calculation 5) Cost Forecast 6) Progress Analysis 7) Results Analysis 8)Incoming Orders
Examples of Manual Planning Cost Methods
1) Structure-oriented planning 2) Detailed planning of primary costs and activity inputs 3) Unit Costing
What are the functions of the Maintenance BOM?
1) Structuring of the object 2) Spare parts planning in the order 3) Spare parts planning in the task list
What do you do for the overall completion confirmation?
1) confirm working time or actual hours worked 2) Enter measurement values for the activity
List 3 Operative Indicators of the WBS
Account Assignment Element, Planning Elements, Billing Elements
What are the 3 ways to record time?
CATS, confirmation, internal cost
What views are maintained in the master record for the functional location?
General, Location, Organization, Structure
What is CATS integrated with?
HR, PS/PM/CS, CO, MM
What views must be maintained for notifications?
Header Data/Notification, Notification Items, Activities, Tasks
Within the network, what do we define?
Internal activity, external activity/service, costs activity
Categories of Maintenance BOMs
Material BOM, Equipment BOM, BOM for functional location
When you technically complete the order, do you have to complete the maintenance order and notification together?
NO, we can complete the maintenance order and notification separately OR together with assigned notifications
What do materials establish the link between?
PS and SD, Materials Management, and PP
3 Characteristics of WBS elements
Project services, operative basis for cost planning, time scheduling and budget allocations, *hierarchical*
MM integration points for Non-Stock Materials
Purchase Order Goods Receipt
Types of Budget Updates
Return, transfer, supplement
Where do you maintain the serial number on material master record?
Sales: General/Plant D General Plant Data/Storage 2
What is a float?
The difference between the earliest and the latest dates of an activity. Can be zero or negative (negative is critical)
What is defined within the organizational data view of the equipment master record?
account assignment information such as company code and cost center, responsibilities such as maintenance planning plant
Essential Elements of Networks
activities, activity element, relationships
What does the project planning board do?
allows us to assign/schedule activities to the WBS elements and define scheduled start/end dates
What are the functions of the availability control?
budget updates, budget releases, budget carry forward, original budget
What does the Availability Control control against?
controls against current budget, against budget releases and whether project cost can be increased
What is recorded for notification items?
damage location, damage, cause of damage
How is service processing different with services?
entry and acceptance of services is performed instead of goods receipt
What is a dependency in respect to asset maintenance?
equipment
What can be set-up to automatically be created along with the asset master record?
equipment master record
4 Views that must be maintained for equipment master record
general, location, organizational data, structure
Ways to Create a Maintenance Order?
i) Direct creation of order ii) Creation of order based on notification iii) Combination of maintenance notifications for maintenance order iv) Entry of order with subsequent activity report v) Automatic generation of maintenance from maintenance item
What is equipment?
individual physical object to be maintained as an autonomous unit
What distinction does the project structure draw between resources?
internally processed activity and externally processed activity
How does the maintenance BOM differ from other BOM's?
it only contains items relevant to plant maintenance
What is the PRIMARY reason you need an equipment master record?
maintenance
What do WBS elements represent of the project?
model
Relationship between WBS element and a network?
networks and activities are the steps to accomplish the WBS steps
What do networks represent in a project?
processes or tasks
MM integration points for STOCK materials
reservation goods issue
What uniquely identifies a material piece of equipment in inventory management?
serialized number
What is defined within the structure view of the functional location master record?
structure indicator, higher-level functional location, or equipment
What is an object list?
used to compile multiple notificaitons
Within the internal activity function, what do we define?
work, dates/capabilities, costs
Can you reverse a technical completion?
yes