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