Order Release and Print
Exercise 10: Scheduling of Maintenance Tasks
Exercise Objectives
After completing this exercise, you will be able to:
• Select lists of maintenance orders
• Perform an availability check for resources
• Release orders
• Print orders
Business Example
The maintenance planner in a company is responsible for scheduling the stock materials to execute order operations. He must ensure the availability of materials by carrying out an availability check through the system which, in case of any shortfall, gives an indication to the planner to take necessary action. The maintenance planner must also ensure that shop papers have been printed and an order has been released for processing.
Task 1
Order Scheduling
1. Select all orders either outstanding or in process for order types PM01 and PM02 up to the current date. Show the planned and actual costs in the selection result.
How do you proceed?
2. Sort the selection result according to order type (first criterion) and basic start date (second criterion). How do you proceed?
Create a totals line for the planned and actual costs and generate a subtotal for each order type.
How do you proceed?
Task 2
Order Selection
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
1. Select all the maintenance orders you have created during this course.
Which selection criteria do you choose? How can you save these selection criteria for future selections?
2. Configure the columns “Equipment”, “Notification” and “System status”
in the resulting hit list.
How do you proceed?
How can this display variant be saved and defined as the standard variant?
Task 3
1. Check the availability of the all required materials in stock for your order.
What function do you use?
What system message do you receive?
Which entries are shown in the availability log?
Task 4
1. Get an overview of the overall situation of all the materials in all of your orders (that is, the materials in stock and those not in stock).
Which orders have missing parts?
Task 5
Order release
1. Release all your outstanding orders. How do you proceed?
What are the consequences of the order release?
Task 6
Shop paper printing
1. Print orders with print preview
Display the print preview for one of your orders, and print it on the default printer.
Which shop papers are printed?
2. Print log
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Call up your order again, and display the print log.
Which entries are included?
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Solution 10: Scheduling of Maintenance Tasks
Task 1
Order Scheduling
1. Select all orders either outstanding or in process for order types PM01 and PM02 up to the current date. Show the planned and actual costs in the selection result.
How do you proceed?
a) Select:SAP menu→ Logistics → Plant Maintenance→ Maintenance Processing→ Order→Order List→ Change
Set statuses Outstanding and In process, set order types from PM01 to PM02, delete From date for period; execute
Display / Sort fields:
Settings→ Layouts→ Current
Select Total planned costs and Total actual costs button and Copy 2. Sort the selection result according to order type (first criterion) and basic
start date (second criterion). How do you proceed?
Create a totals line for the planned and actual costs and generate a subtotal for each order type.
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
How do you proceed?
a) Sorting
Mark OrdType column (by clicking on the column title) and drag before the Basic Start column (keep left mouse button pressed).
Select columns OrdType and Basic start and press button for sort ascending
They are sorted according to order type and within order type according to basic start date.
Totals row:
Select Total planned costs column and press Total button
In the column OrdType, position the cursor on order type PM01 and press button Subtotal.
A dialog box appears.
Activate subtotal for order type (set checkmark)
A subtotal for planned costs and actual costs is created for each order type at the end of the table for the respective subtotal.
Task 2
Order Selection
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
1. Select all the maintenance orders you have created during this course.
Which selection criteria do you choose? How can you save these selection criteria for future selections?
a) SAP menu → Logistics→ Plant Maintenance→ Maintenance Processing→Order →Order List → Change
For example:
Created by PLM300-## or Planner group I## and
Creation Date From beginning of course to end of course Save the selection variant:
Settings→ Layouts→ Save as variant Save layout:
U_PLM300-## (this is thereby the standard variant for the user PLM300-##)
Description: For example, my orders
2. Configure the columns “Equipment”, “Notification” and “System status”
in the resulting hit list.
How do you proceed?
How can this display variant be saved and defined as the standard variant?
a) Settings→ Layouts→ Current
Select equipment, notification, and system status from the hidden fields and copy them to the active areaSettings→Layouts→Save as variant
Enter variant name and description Settings→Layouts→ Administration
Set selection (green checkmark) in the Default Setting field
Task 3
1. Check the availability of the all required materials in stock for your order.
What function do you use?
What system message do you receive?
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Which entries are shown in the availability log?
a) SAP menu → Logistics → Plant Maintenance → Maintenance Processing
→ Order → Change Order → Functions → Availability → Check Stock Material
Message
All checked materials in order 9020xx are available Availability log:
Goto → Logs → Material availability Information message CO282: No missing material for order 9020xx
Note: The availability log is not saved together with the order.
Task 4
1. Get an overview of the overall situation of all the materials in all of your orders (that is, the materials in stock and those not in stock).
Which orders have missing parts?
a) SAP Menu→ Logistics→ Plant Maintenance → Maintenance Processing→ Order→ Order List →Change
Selection criteria as under 1-1 and execute;
Select all orders
Hint: You can select several lines in the order list (selection hit list) by clicking on the desired line while simultaneously pressing the SHIFT button (select block) or CTRL button (select several individual notifications).
Goto → List of Available Material
There are no missing parts for orders with a green traffic light symbol, that is, both stock and non-stock materials are available.
Hint: Before the “Availability list”function can be used, at least one regular availability check must have been executed for the order.
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y Task 5
Order release
1. Release all your outstanding orders. How do you proceed?
What are the consequences of the order release?
a) SAP menu →Logistics → Plant Maintenance→ Maintenance Processing→ Order→Order List→ Change
Selection criteria as under 1-1 and execute;
Release symbol (green flag) or
SAP menu→ Logistics→ Plant Maintenance →Maintenance
Processing→Order →ChangeOrder→ Functions → Put in Process or Release
Field name or data type Values
Consequences
• Order can be printed
• Reservations become effective
• Material movements are possible
• Notifications can be entered
Task 6
Shop paper printing
1. Print orders with print preview
Display the print preview for one of your orders, and print it on the default printer.