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Proactive Maintenance (4HI_US) PUBLIC
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Test Script PUBLIC

SAP S/4HANA Cloud - 26-12-21
Proactive Maintenance (4HI_US)
Table of Contents
1 Purpose
2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Business Conditions
3 Preliminary Steps
3.1 Initializing Material Stock
3.2 Configure Flexible Workflow for Maintenance Orders
3.3 Create Planning Bucket
3.4 Maintain Cost Rates
3.5 Create Purchasing Information Record
3.6 Create Maintenance Plan Class (Optional)
4 Overview Table
5 Test Procedures
5.1 Time-Based Single Cycle Plan
5.1.1 Create General Task List
5.1.2 Create Maintenance Plan
5.1.3 Schedule Maintenance Plan
5.2 Time-Based Strategy Plan
5.2.1 Maintain Maintenance Strategies
5.3 Performance-Based Single Cycle Plan
5.3.3 Create Measurement Document
5.4 Performance-Based Strategy Plan
5.5 Multiple Counter Plan
5.6 Screen Maintenance Requests
5.7 Create and Plan Maintenance Orders
5.8 Submit Maintenance Order for Approval
5.9 Approve Maintenance Order (Optional)
5.10 Review and Release Maintenance Order
5.11 Maintenance Backlog Overview
5.12 Convert Purchase Requisitions into Purchase Orders
5.13 Goods Receipt for Purchase Order
5.14 Post Goods Issue
5.15 Submit Order for Scheduling
5.16 Schedule Maintenance Orders and Submit for Execution
5.17 Execute Maintenance Order
5.18 Complete Main Work
5.19 Maintain Service Entry Sheet
5.20 Execute Post Work Operations
5.21 Review Maintenance Cost
5.22 Technically Complete Maintenance Order
5.23 Create Supplier Invoice with PO/GR Relation
6 Appendix
6.1 Process Integration
6.1.1 Preceding Processes
6.1.2 Succeeding Processes

1 Purpose
You can create a maintenance schedule in the form of a maintenance plan. Maintenance plans include task lists and relevant assets. A task list contains a sequence of tasks that can be planned for re -
sources such as material, service, capacity, and so on. Maintenance planning is carried out based on the performance of an asset or by using time-based strategy or both, which creates maintenance
demand. This process supports all the phases of business cycle such as planning, approval, preparation, scheduling, execution, post execution, and completion.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.
Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropriate.

2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
Testing in a 3-System Landscape
In a 3-system landscape (with SAP Central Business Configuration as your configuration environment), changes to software and business configuration are applied to your systems independently of
one another. It is therefore your responsibility to manage the active business configuration in your systems and synchronize configuration data in your SAP S/4HANA Cloud system landscape. A
synchronization is required, for example, after you've enhanced the scope, extended configuration, or adopted new or changed content from content updates or upgrades. For more information, refer
to the product assistance in the SAP Help Portal
Before testing, if you want to use all software features described for the process steps, reports, or items in this document, we recommend the Business Process Configuration Expert in your organiza-
tion has upgraded the configuration content and deployed the configuration data to your system landscape.
If the decision is not to upgrade the configuration content in your test or production system, you can run regression tests of software changes using the procedures in the previous test script version
(see the following link ).
2.1 System Access
Sys- Details
tem
Sys- Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your
tem role.
2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign it to the business role. You then assign
this business role to your individual users.
For more information, refer to How to Create a Business Role for the Administrator in the product assistance for SAP S/4HANA Cloud.
Name (Role Template) ID (Role Template) Name (Space) ID (Space)

Maintenance Planner SAP_BR_MAINTENANCE_PLANNER Maintenance Planner SAP_BR_MAINTENANCE_PLANNER
Maintenance Supervisor SAP_BR_MAINT_SUPERVISOR / Maintenance Supervisor / SAP_BR_MAINTENANCE_SUPERVI-

Name (Role Template) ID (Role Template) Name (Space) ID (Space)
SOR
Maintenance Technician SAP_BR_MAINTENANCE_TECHNI- Maintenance Technician SAP_BR_MAINTENANCE_TECHNICIAN

CIAN
Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Warehouse Clerk SAP_BR_WAREHOUSE_CLERK
Purchaser SAP_BR_PURCHASER
Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT
Employee SAP_BR_EMPLOYEE Employee SAP_BR_EMPLOYEE
Inventory Manager SAP_BR_INVENTORY_MANAGER Inventory Manager SAP_BR_INVENTORY_MANAGER
Configuration Expert - Business Process Config- SAP_BR_BPC_EXPERT Configuration Expert - Business Process Config- SAP_BR_BPC_EXPERT
uration uration
Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT
2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The master data
represents materials, customers, and vendors, for example, depending on the operational focus of your company.
Use your own master data or the following sample data to go through the test procedure.
Data Sample Value Details Comments

Maintenance Plant 1710 Plant 1 US
Storage Location 171B Std. storage 2
Spare Parts SP001 Bearing Spare parts
Spare Parts SP002 Coupling Spare parts
Spare Parts SP003 Shaft Spare parts
Spare Parts SP004 Gaskets 1mm Spare parts
Spare Parts SP005 Mechanical Seal Spare parts
Spare Parts SP006 Spur gear IS651 Spare parts

Data Sample Value Details Comments
Work Center RES-0100 Mechanics
Work Center RES-0200 Electric
Work Center RES-0300 Instrumentation
Characteristics OPERATING_HOUR Hour Meter Reading
Characteristics PRESSURE Pressure Reading
Counter Measuring Point XXXXXX Operating Hour 1-999999
Non Counter Measuring Point XXXXXX Pressure Guage 1-999999
Functional Location 1710-XXX-XXX-XXXXX- 1710 and the substructures

XXXX-XXXX
Equipment 21710XXXX 217100001 ~217100092
Cooling Water Circulation Pump 217100091 With SP001 ~ SP006 as-

signed
Domestic US Supplier 1 17300001 Domestic US Supplier 1
For more information on creating master data objects, see the following Master Data Scripts (MDS):
Table 1: Master Data Script Reference
Master Data Description
ID
5LM Create Functional Location
5MF Create Equipment
5MH Create Maintenance Work Center
5MI Measuring Point
This overview shows the bill of material structure and the usage of each component if you have activated all optional enhancements.
Table 2:
Material Leve Material Uni Characteristics of Material
l Type t
217100091 0 Equipment PC Cooling Water Circulation
Pump

Material Leve Material Uni Characteristics of Material
l Type t
SP001 1 ERSA PC Bearing
SP002 1 ERSA PC Coupling
SP003 1 ERSA PC Shaft
SP004 1 ERSA PC Gaskets 1mm
SP005 1 ERSA PC Mechanical Seal
SP006 1 ERSA PC Spur gear IS651
2.4 Business Conditions

Before this scope item can be tested, the following business conditions must be met.
Scope Item Business Condition

BNZ - Create New Open MM Posting Pe- You have completed the step described in the Create New Open MM Posting Period (BNZ) master data script. The posting period is up to date.
riod To run through this scope item, the materials must be available in stock.

3 Preliminary Steps
3.1 Initializing Material Stock
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date
Business
Role(s)
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose
In a real business case, the materials are usually purchased from external suppliers. In this case, the process is covered by the standard purchasing or subcontracting processes. This process step
shows you how to post initial stock directly to the storage locations.
Procedure
This section describes test procedures for each process step that belongs to this scope item.
Table 3:
Test Test Step Instruction Expected Result Pass/Fail/Com-
Step # Name ments
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad is displayed.

Step # Name ments
2 Access Open Manage Stock (F1062). The Manage Stock screen is displayed.
the App
3 Input Ma- Enter the following and choose Enter: You have entered the details.
terial ● Material: < material number>. Select one of the spare parts material
mentioned in the section Master Data, Organizational Data, and Other
Data.
● Plant: 1710
4 Select Select the icon next to the stock that you want to add as initial stock. For A dialog box opens. The storage location, stock type and current quan-
Stock example: tity are displayed according to the entries you selected in the previous
● Storage Location: 171B steps.
● Unrestricted-Use Stock
5 Add Ini- Enter the following and choose Post: The system displays Material document XXX created.
tial Entry ● Document Date: <today> The stock has been added.
● Posting Date: <today>
● Stock Change: initial entry
● Quantity: <quantity number>
3.2 Configure Flexible Workflow for Maintenance Orders
Test Administration

Date
Business
Role(s)

Purpose
In this procedure, you can configure and activate Flexible Workflow for Maintenance Orders.
Procedure
Table 4:
Test Test Step Name Instruction Expected Result Pass/Fail/Com-
Step # ments
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as Configuration Expert - Business Process Configuration The SAP Fiori launch-
pad is displayed.
2 Access the App Open Manage Workflows for Maintenance Orders - Asset Management (F4989) app. The app opens.
3 Check Automatic Approval of In Workflows list, choose Automatic Approval of Maintenance Order, Make sure workflow Auto- The workflow item is
Maintenance Order matic Approval of Maintenance Order is in active status. If not, select it and choose Activate. activated.
4 Manage Workflow You can also create custom workflows. When the workflow is triggered, it determines the agents
who can approve the maintenance order.
Below is a custom workflow created for reference
Choose Create and make following entries:
Workflow Name: <Enter Text>
Go to the START CONDITIONS area and choose Maintenance Order Type is <Enter Order Type>
5 Create Step Sequence Go to the STEPS area, and choose Create, then make the following entries on the next screen:
Go to the RECIPIENTS area:
● Assignment By: User
● User: <Enter User ID>
● Step to be completed by: One of the recipients.
● Step Conditions:
Go to the STEP CONDITIONS area and choose Main Work Center of the order is <Enter Work cen-
Step # ments
ter>
Choose Create.
6 Save Workflow Choose Save. Workflow is created.
7 Activate Workflow Go back to workflow list. Select the required workflow and choose Activate. The workflow is acti-
vated.
3.3 Create Planning Bucket
Test Administration

Date
Business
Role(s)
Purpose
With this app, you can create maintenance planning buckets that aid you in effectively managing your maintenance backlog. By defining maintenance planning buckets, you can divide the mainte -
nance effort into manageable groups based on their scope. The scope of a planning bucket includes time, but also other important attributes of the maintenance jobs such as the planner group.
Procedure
Table 5:
Test Step Test Step Name Instruction Expected Result Pass/Fail/Com-
# ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.
2 Access the App Open Manage Maintenance Planning Buckets (F3888) The app opens.
3 Create New Planning Choose the Create button and enter the following in the screen that appears: Planning bucket is saved.
Bucket ● Label: <PUMP_1710>
● Description: <Planning Bucket for PUMP Unit>
● Type: Operational Maintenance
● Planning Plant: 1710
● Start Date and Time: Todays date/Time
● Duration: 7 Days
● Recurs Every: 1 WK
● Recurrence: Weekly
● Number of Bucket in Advance: 5
Scope:
● Planner Group: <Entry of your Choice >,
● Maintenance Plant: 1710
● Technical Object: 217100091
● Plant Section: <Entry of your Choice >
● Main Work Center: <Entry of your Choice >
● Choose Create
3.4 Maintain Cost Rates
Test Administration

Date
Business
Role(s)
Purpose
In this activity, you can maintain, check, and update the actual cost rates.
Procedure
Table 6:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Cost Accountant - Overhead. The SAP Fiori launchpad is displayed.
2 Access the App Open Manage Cost Rates (F3162) The app opens.
3 Check Actual Set the following filters and choose Go. The following fields have values for cost center: Activity Type,
Cost Rates ● Valid On: Today From Period, Fixed Rate.
● Cost Center: 17101701 Note You can skip the next step if there is a valid cost rate for
given cost center, activity type, and period.
● Activity Type: 11
● Currency: For example, USD
Check whether the following fields have values for cost center: Ac-
tivity Type, From Period, Fixed Rate.
4 Maintain Actual Choose Add and enter the following Cost rates are created.
Cost Rates ● Cost Center: 17101701
● Activity Type: 11
● From FY: Current Year

Step # ments
● From Period: Current Period
● Fixed Rate: 100
● Currency: For example, USD
● Per:1
● Activity Unit: H
● Choose Save.
3.5 Create Purchasing Information Record
Test Administration

Date
Business
Role(s)
Purpose
The purpose of this activity is to create the info records for materials, for example, NL001 and choose a valid supplier (for example, 17300001).
This step is obsolete if the necessary info records are present. Check the info records supplier 17300001, material NL001 and Purchasing Organization 1710. The existing info records for this ma-
terial are displayed on the screen.

Procedure
Table 7:
# ments
1 Log On Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is dis-
played.
2 Access the App Open the Manage Purchasing Info Records (F1982) app. The app opens.
3 Open New Purchasing Info Choose Create. The Purchasing Info Record screen
Record displays.
4 Enter Header Data Go to header area and enter the following: Header data is added.
● Purchasing Info Record Category: Standard
● Purchasing Organization: 1710
● Supplier: 17300001
● Material: NL001
● Plant: 1710
● Purchasing Group: 001
5 Enter General Information Enter the following: General Information is added.

Available From: Today
Available To: 12/31/9999
6 Enter Purchasing Data Enter the following: Purchasing data is added.

● Incoterm: EXW
● Incoterm Location 1: Vendor
7 Enter Delivery and Quantity Data Enter the following: Delivery and quantity data are added.
● Delivery Time in Days: <XX Days>, for example, 1
● Under Delivery Tolerance in %: 10.0
● Over Delivery Tolerance in %: 10.0
● Tax Code: <Tax Code>, for example, I0. For Brazil, it is 00.
● Order Unit: PC
● Standard Order Quantity <Standard Order Quantity>, for
# ments
example, 10
8 Enter Condition Data Go to the Conditions area, choose the Create button. Enter the following: Condition data is added
● Valid From: <Valid from Date>
● Amount: <Amount>, for example, 1
● Pricing Unit: <Pricing Unit>, for example, 1
● Valid To: <Valid to Date>
● Currency: <Currency>, for example, USD
Choose Apply.
9 Enter Reference Data (Optional) You can enter quotation and from which date the quotation is valid. Reference data is added.
10 Create a Purchasing Information Choose Create. A purchasing information record is

Record created.
3.6 Create Maintenance Plan Class (Optional)
Test Administration

Date
Business
Role(s)

Purpose
The following procedure provides instructions for creating maintenance plan class data.
Procedure
Table 8:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Maintenance Planner. The SAP Fiori launchpad is displayed.
2 Open the App Open Manage Classes (CL02) The screen is displayed.
3 Enter Class Name and On the Class screen, make the following entries: A new screen opens with details such as basic data, keywords,
Class Type ● Class: <Class Name> char., and texts.
● Class Type: <080> Maintenance Plans

Choose Create or press Enter.
4 Enter Basic Data In the Create Class screen, on the Basic Data tab, make the
following entries:
● Description: for example, maintenance plan class
● Status: RELEASED
● Same classification: Select Warning message.
5 Enter Characteristic In the Char tab, enter the required characteristics.
6 Save Your Data Choose Save. Class type 080: Class XXXXXX created.

4 Overview Table
This scope item consists of several process steps provided in the table below.
Table 9:
Process Step Business Role Transaction/App Expected Results
Proactive Maintenance - Time-Based Single Cycle Plans
Create General Task List Maintenance Planner Create Task List (EAMS_WDA_TL_OIF_V2) The Create Task List screen appears.
Create Maintenance Plan Maintenance Planner Create Maintenance Plan The Create Maintenance Plan screen appears.
Schedule Maintenance Plan Maintenance Planner Mass Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan: Initial screen ap-
pears.
Proactive Maintenance - Time-Based Strategy Plans
Maintain Maintenance Strategies Maintenance Planner Maintain Maintenance Strategies (IP11) The Change Maintenance Strategies: Overview screen
appears.
pears.
Proactive Maintenance - Performance Based Single Cycle Plan
Create Measurement Document Maintenance Technician Create Measurement Document (IK11) The Create Measurement Document screen appears
pears.
Proactive Maintenance - Performance Based Strategy Plan
Maintain Maintenance Strategies Maintenance Planner Maintain Maintenance Strategies (IP11) The Change Maintenance Strategies: Overview screen
appears.
pears.
Proactive Maintenance - Multiple Counter Plan
pears.
Proactive Maintenance - Order Processing
Screen Maintenance Request Maintenance Supervisor Screen Maintenance Requests (F4605) Accept / Reject Maintenance Request.
Create and Plan Maintenance Order Maintenance Planner Manage Maintenance Notifications and Orders (F4604) Maintenance Order creation wrt Maintenance Notifi-
cation and Plan for resources
Submit Order for Approval Maintenance Planner Manage Maintenance Notifications and Orders (F4604) Maintenance Order Is submitted for Approval.
Approve Maintenance Order As per agent determined My Inbox (F0862) Maintenance Order is Approved
in workflow
Review and Release Maintenance Or- Maintenance Planner Manage Maintenance Notifications and Orders (F4604) Maintenance Order is Released.
der
Maintenance Backlog Overview Maintenance Planner Maintenance Backlog Overview (F5105) Maintenance Backlog is reviewed
Convert Purchase Requisitions to Pur- Purchaser Process Purchase Requisitions - Formerly Manage Purchase Purchase requisitions are converted to purchase or-
chase Orders Requisitions (F1048) ders.
Goods Receipt for Purchase Order Warehouse Clerk Post Goods Movement (MIGO) Goods receipt is posted.
Post Goods Issue Warehouse Clerk Post Goods Movement (MIGO) Good Issued
Submit Order for Scheduling Maintenance Planner Find Maintenance Order (F2175) Maintenance Orders are Ready to Schedule

Schedule Maintenance Order and Sub- Maintenance Planner Find Maintenance Order (F2175) Maintenance Orders are scheduled
mit it for Execution
Execute Maintenance Order Maintenance Technician Perform Maintenance Jobs (F5104A) Time confirmation of pre and main maintenance order
operations.
Complete Main Work Maintenance Supervisor Find Maintenance Order (F2175) Pre and main work is completed.
Maintain Service Entry Sheet Purchaser Manage Service Entry Sheets (F2027) The service entry sheet is created.
Execute Post Work Operations Maintenance Technician Perform Maintenance Jobs (F5104A) Post work operations are completed.
Review Maintenance Cost Maintenance Planner Maintenance Order Costs (F4603) Maintenance cost is reviewed
Technically Complete Maintenance Maintenance Planner Find Maintenance Order (F2175) Maintenance order is technically completed.
Order
Create Supplier Invoice with PO/GR Accounts Payable Ac- Create Supplier Invoice - Advanced (MIRO) Supplier invoice is posted.
Relation countant

5 Test Procedures
5.1 Time-Based Single Cycle Plan
Test Administration

Date
Business
Role(s)
Purpose
Using task lists, you can centrally define and manage maintenance tasks for your technical objects. General task lists can also help you to prepare maintenance plans and orders.
A task list group combines one or more task lists according to their logical features. Within a task list group, each task list is identified by a group counter. This enables you, for example, to combine
several task lists in one group. Within the group, the system allocates a sequential number (the group counter) to each individual task list.
Prerequisites
● Technical objects in the form of functional locations, equipment, and maintenance assemblies.
● Organizational units such as maintenance planners and work centers.

● Cost centers defined in the master data of the technical objects.
● Maintenance spare parts and assemblies in the MM (Materials Management) module.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log on Log on to the SAP Fiori Launchpad as Maintenance Planner. The SAP Fiori Launchpad displays.
2 Open Create Task Open Create Task List . The Create Task List page appears.
List
3 Choose Task List Choose Task List Type: General Maintenance Task List. The Create General Maintenance Task List
Type screen displays.
4 Enter Creation Pa- Enter the following and choose Continue. The Create General Maintenance Task List
rameters ● Task List Group: page displays.
Comment: Task List Group uses internal number range.
● Group Counter:
Comment: The group counter would increase automatically if you create another task
list under the same task list group.
● Overall Status: Released (general)
● Select the relevant profile for the plant.
● Key Date: <Today>
Choose Continue.
5 Maintain General Make the following entries: The Operation Data tab appears.
Data ● Description: <Description> Enter a description. For example, Mechanical Inspec-
tion.
● Status: Released (General)
● Planner Group: YB1
● Work Center: RES-0100
● Work Center Plant: 1710
● Usage: 4

Step # Comment
● Assembly:
● System Condition: not in operation
Choose Operation Data.
6 Maintain Operation Make the following entries and choose Enter. The general task list is created.
Data ● Operation: 0010
● Description: Check the pump
● Work: 2
● Unit: H
● Capacities: 2
● Stage: PRE
● Operation: 0020
● Description: Check the bearings
● Work: 1
● Unit: H
● Capacities: 1
● Stage: MAIN
● Operation : 0030
● Description: Check the coupling
● Work: 2
● Unit: H
● Capacities: 2
● Stage: MAIN
● Operation: 0040
● Description: Check the shaft
● Work: 3
● Unit: H
● Capacities: 3
● Stage: POST
Choose the Operation 0010.
Step # Comment
In the lower part of the screen, Details: Operation 0010, Check the pump section, choose
Materials.
Make the following entries and choose Enter.
● Material: SP005
● Quantity: 1
Repeat the above step for other operations.
● Operation Item: 0020
● Material: SP001
● Quantity: 2
● Material: SP002
● Quantity: 1
● Material: SP003
● Quantity: 2
Choose Save
Test Administration

Date
Business
Role(s)

Purpose
Maintenance plan will have maintenance or inspection activities to be carried out for technical objects.
The frequency or strategy and, scope of the activities are defined in the maintenance plan.
Procedure
Test Test Step Name Instruction Expected Result Pass /

Step # Fail /
Comment
1 Log On Log on to the Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is
displayed.
2 Open the App Open Create Maintenance Plan . The app opens.
3 Maintain Mainte- Make the following entries: The Create Maintenance

nance Plan Parame- ● Maintenance Plan For: Maintenance Request YM Plan: Plan %xxxxxxxxxxx
ters page displays.
● Maintenance Plan Type: Single Cycle (Time Based)
The default view is Items.
Choose Continue.
If you wish to generate an order from a maintenance plan then select Maintenance Plan for field as Main-
tenance Order. You also need to select Order Type as YA02 while plan creation.
If you want order to go though order approval process, check Do not Release Immediately button while mainte-
nance plan creation and this option will be available only if you select maintenance plan category as the main-
tenance order.
4 Maintain Mainte- In the Items part, enter the following: The maintenance plan plan-
nance Plan Item Data ● Item Description: Mechanical Inspection for Pump ning data view is displayed.
● Technical Object: 21710XXXX
● Notification Type: Proactive Work Y2
● Plant: 1710
● Work Center: <Work Center>

Step # Fail /
Comment
The work center is filled according to the technical object.
● Plant of Work Center: 1710
● Planner Group: <Planner Group>
The planner group is filled according to the technical object.
In the General Data tab, Task List section, choose Assign Task List.
On the Assign Task List screen, make the following entries and choose OK.
● Task List Type: General Maintenance Task List
● Task List Group: <Task List Group>
Note Please fill in the task list group number which is created in the previous step. Or use the Search to
choose.
● Group Counter:
Please fill in the group counter created in the previous step.
Choose OK.
A valid task list is now assigned to the maintenance plan.
Choose the Planning Data tab.
Choose Enter.
5 Maintain Mainte- In the Planning Data part, enter the following:

nance Plan Planning ● Sort Field: electrical
Data
Assign the sort field in the maintenance plan, which facilitates the selection and grouping of maintenance
plans.
● Start Date for Scheduling: Current date
The start date is needed for mass schedule maintenance plans.
● End Date for Scheduling: End date
● Shift Factor for Early Completion: 100
● Shift Factor for Late Completion: 100
The shift factor in the event of early/late completion of a maintenance task defines the percentage of the
shift to be applied to the calculation of the next date.
● Tolerance (+): 10
● Tolerance (-): 10
The tolerance, in the case of early/late completion, determines the time span in which variances between
Step # Fail /
Comment
actual and planned dates do not influence subsequent scheduling. The tolerance is defined as a percentage
rate of the smallest interval between the maintenance cycles of the maintenance strategy.
● Cycle Modification Factor: 1
● Lead Float:
In the Call Control section, enter the following:
● Scheduling Period: 365
You can use the scheduling period to determine the length of time for which the system creates mainte-
nance calls during maintenance plan scheduling.
● Call Horizon: 50
The call horizon determines when a maintenance call object, for example, a maintenance order should be
generated for a maintenance call.
● Completion Required: X
If you set this indicator, the system only generates the next call object once the preceding call object has
been confirmed.
In the Cycle section, make the following entries:
● Cycle / Unit: 1 MON
Cycle /unit defines the duration in which the maintenance is to be executed.
● Cycle Description: Monthly
● Offset/Unit:
Choose Enter.
6 Maintain Mainte- In the Classification part, Classes section, choose Assign Using Class Hierarchy Classification is assigned to
nance Plan Classifica- On the Assign Using Class Hierarchy screen, enter the following and choose OK. the maintenance plan.
tion (Optional)
Initial Class: Class Name of Class type 080
After you have created classes and characteristics, assign one or more classes to the maintenance plan , please
fill in the class name Or use the Search to choose.
In the Characteristic Values section, enter the following:
Characteristic Values: Ex For a Characteristic like “Pressure Reading” : 20 Pascal
Depending on your settings in the classification system, you can copy the characteristic values that are valid for
the maintenance plan from the input help or enter them manually.
Choose OK.

Step # Fail /
Comment
A valid classification is now assigned to the maintenance plan.
Choose Enter.
7 Create Maintenance Choose Save. The maintenance plan is cre-

Plan ated.
Test Administration

Date
Business
Role(s)
Purpose
When you schedule your maintenance plan for the first time, you trigger the maintenance cycle. The system uses the scheduling information in the maintenance plan to calculate the due date of
maintenance call object.

Procedure
Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is displayed.
2 Open the App Open Schedule Maintenance Plan (IP10). The app opens.
3 Search Mainte- Enter the following and choose Enter. The Schedule Maintenance Plan: Single Cy-
nance Plan ● MaintenancePlan: <Maintenance Plan number> cle Plan <Maintenance Plan number> page
displays.
Please use the single cycle plan (time based) created in the previous step.
4 Schedule Main- Choose Start. Maintenance plan has been scheduled

tenance Plan On the Start Date screen, enter a start date. For example, enter current date.
Start of cycle: <Current Date>
Choose Continue.
You receive an overview of scheduled calls with plan date and call date of a schedule call based on
the start date you entered and based on the scheduling parameters that are maintained in the main-
tenance plan.
Comment: The scheduling list shows scheduled calls with assigned call dates. Each call has its
own system status with scheduling type. The first call has the Type New Start with status Hold.
When you want to create a Proactive Request/Order for the first time before reaching the call date,
you can use the function release call.
Flag the first row in Scheduling List.
Choose Release Call.
Choose Save and confirm all the messages that appear.
To check the automatically created proactive work request, follow these steps:
● Open Schedule Maintenance Plan again.
● Enter the maintenance plan number.
● Choose Enter.
In the Scheduling List, choose the first line you have called.
Choose Display Call Object.
Note the Proactive Maintenance Request number.

Result
The maintenance plan has been scheduled.

Hint: In case you want to use mass scheduling instead of manually scheduling maintenance plan, you can use tile Mass Schedule Maintenance Plans with business role Maintenance Planner.
To start mass scheduling, you must have entered a start date in the maintenance plan or have scheduled the maintenance plan once.
5.2 Time-Based Strategy Plan
Test Administration

Date
Business
Role(s)
Purpose
A maintenance strategy represents a rule for the sequence of planned maintenance and inspection tasks.
A time-based maintenance strategy contains the maintenance packages that define the cycle in which the tasks must be performed, for example, every 10 days, every 3 months, and so on. It contains
additional scheduling parameters such as shift factor, preliminary and follow-up buffers, and hierarchy. Maintenance strategies are required in strategy plans.
For each plant, you may use the same maintenance strategy. You can skip this step if the maintenance strategy exists.

Procedure

Step # Comment
2 Open the App Open Maintain Maintenance Strategies (IP11). The Change Maintenance Strategies: Overview page is
displayed.
3 Create Maintenance Choose New Entries. Enter the following. The new maintenance strategy is created.
Strategy ● Name:EAM_<XX>
● Description: <Description> for example: Mechanical Inspection
● Scheduling Indicator: Time
● Strategy unit: MON
Choose Save.
4 Add Maintenance Pack- On the left side of the screen, in the Dialog Structure, double-click on the The Change Maintenance Packages page is displayed.
ages Packages folder. The maintenance packages are maintained in mainte-
Choose New Entries. nance strategy.
Enter the following:
● Package No.: 1
● Cycl. Length: 1
● Unit: MON
● Maintenance cycle text: Monthly
● Cycle short text: 1M
● Hierarchy: 1
● Hierarchy short text: 1H
Repeat the above step for further cycles. Create the following packages.
● Package No.: 2
● Cycl. Length: 3
● Unit: MON
● Maintenance cycle text: Quarterly
● Hierarchy: 1

Step # Comment
● Package No.: 3
● Cycl. Length: 6
● Unit: MON
● Maintenance cycle text: Half-yearly
● Hierarchy: 1
● Package No.: 4
● Cycl. Length: 12
● Unit: MON
● Maintenance cycle text: Yearly
● Cycle short text: 1Y
● Hierarchy: 1
Choose Save.
Test Administration

Date
Business
Role(s)

Purpose
Prerequisite
● Costs centers defined in the master data of the technical objects.
● Maintenance strategy.
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad displays.
2 OPen the App Open Create Task List (EAMS_WDA_TL_OIF_V2). The app opens.
3 Choose Task List Type Choose Task List Type: General Maintenance Task List. The Create General Maintenance Task
List screen displays.
4 Enter Creation Parame- Enter the following: The Create General Maintenance Task
ters ● Task List Group: List page displays.
Comment: Task list group uses internal number range.
● Group Counter:
list for the same technical object.
Step # Comment
Choose Continue.
5 Maintain General Data Enter the following: The Operation Data tab appears.
● Description: <Description>
Make your own description. For example, Mechanical Inspection
● Status:Released (General)
● Usage: 4
● Assembly:
● Maintenance Strategy: EAM_<XX>
Comment: Please use the maintenance strategy created in the previous step.
● Choose Operation Data.
6 Maintain Operation Enter the following entries and choose Enter. The Maintenance Packages tab appears.
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Pre
● Operation: 0020
● Description: Check the Bearings
● Work: 1
● Unit: H
● Capacities: 1
● Stage : Main
Step # Comment
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Main
● Operation: 0040
● Work: 3
● Unit: H
● Capacities: 3
● Stage : Post
● Choose the operation 0010.
Materials.
Make the following entries and choose Enter.
● Material: SP005
● Quantity : 1
Repeat the above step for other operations
● Material: SP001
● Quantity: 2
● Material: SP002
● Quantity: 1
● Material: SP003
● Quantity: 2
Choose Maintenance Packages.
7 Maintain Maintenance Make the following entries and choose Save. The general task list is created.
Packages ● For operation 0010, set flag for Monthly, Quarterly, Half-yearly, Yearly
● For operation 0020, set flag for Monthly,Quarterly

Step # Comment
● For operation 0030, set flag for Half-yearly,Yearly
● For operation 0040, set flag for Monthly, Quarterly, Half-yearly, Yearly
Test Administration

Date
Business
Role(s)
Purpose

Procedure

Step # Fail /
Comment
1 Log On Log on to the Fiori Launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.
3 Maintain Maintenance Enter the following: The Create Maintenance Plan: Strat-
Plan Parameters ● Maintenance Plan For: Maintenance Request YM egy Plan %xxxxxxxxxxx page dis-
plays.
● Maintenance Plan Type: Strategy
Comment: You can use the maintenance strategy created in the previous step.
Choose Continue
If you wish to generate an order from maintenance plan then kindly select maintenance plan for field
as a maintenance order. Also, you need to select order type as YA02 while plan creation.
If you want order to go though order approval process, check Do not release Immediately button
while maintenance plan creation and this option will be available only if you select a maintenance
plan category as a maintenance order.
4 Maintain Maintenance In the Items part, make the following entries for the first item: The maintenance plan Planning
Plan Item Data ● Item Description: Mechanical Inspection for Pump Data view is displayed.
● Technical Object: 21710XXX
● Plant: 1710
On the Assign Task List screen, enter the following:

Step # Fail /
Comment
Please fill in the task list group number which is created in the previous step. Or use the Search
help to choose.
● Group Counter:
Please fill in the Group Counter created in the previous step.
Choose OK.
Choose Planning Data tab.
5 Maintain Maintenance In the Planning Data part, enter the following: The maintenance plan is created.
Plan Planning Data ● Sort Field: electrical
Assign the sort field in the maintenance plan, which facilitates the selection and grouping of
maintenance plans.
In the Date Determination section, enter the following:
● Start Date for Scheduling: <Current date>
The start date is needed for mass schedule maintenance plans.
● End Date for Scheduling: <End date>
● Lead Float:
● Scheduling Period: 365.
6 Maintain Maintenance In the Classification part, Classes section, choose Assign Using Class Hierarchy Classification is assigned to the
Plan Classification (Op- On the Assign Using Class Hierarchy screen, make the following entries and choose OK. maintenance plan.
tional)
Initial Class: Class Name of Class type 080

Step # Fail /
Comment
After you have created classes and characteristics, assign one or more classes to the maintenance
plan, please fill in the class name Or use the Search to choose.
In the Characteristic Values section, make the following entries:
Characteristic Values: Example, For a characteristic like “Pressure Reading”: 20 Pascal
Depending on your settings in the classification system, you can copy the characteristic values that
are valid for the maintenance plan from the input help or enter them manually.
Choose OK.
A valid classification is now assigned to the maintenance plan.
Choose Enter.
7 Create Maintenance Plan Choose Save. The maintenance plan is created.
Test Administration

Date
Business
Role(s)

Purpose
When you schedule your maintenance plan for the first time, you trigger the maintenance cycle. The system uses the scheduling information in the maintenance plan to calculate the maintenance
package that is due next.
Procedure

Step # Comment
3 Search Maintenance Enter the following and choose Enter. The Schedule Maintenance Plan: Strategy Plan <Maintenance Plan
Plan ● MaintenancePlan: <Maintenance Plan number> number> page displays.
Please use the maintenance strategy created in the previous step.
4 Schedule Mainte- Choose Start. Maintenance plan has been scheduled.

nance Plan On the Start Date screen, enter a start date. For example, enter
current day's date.
Start of cycle: <Current Date>
Choose Continue.
Result

Hint: In case you want to use mass scheduling instead of manually scheduling a maintenance plan, you can use the tile Mass Schedule Maintenance Plans (IP30H) with business role Maintenance
Planner.
To start mass scheduling, you must have entered a start date in the maintenance plan or scheduled the maintenance plan once.

5.3 Performance-Based Single Cycle Plan
Test Administration

Date
Business
Role(s)
Purpose
Using task lists, you can centrally define and manage maintenance tasks for your technical objects. General task lists can also help you prepare maintenance plans and orders.
Prerequisite
● Maintenance spare parts and assemblies in the Materials Management (MM) module.

Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner . The SAP Fiori launchpad is displayed.
2 Open the App Open Create Task List . The app opens.
3 Choose Your Task Choose Task List Type : General Maintenance Task List The Create General Maintenance Task List
List Type screen appears.
4 Enter Creation Pa- Enter the following: The Create General Maintenance Task List
rameters ● Task List Group: screen is displayed.
Comment: The task list group uses internal number range.
● Group Counter:
Comment: The group counter would increase automatically if you create another
task list for the same technical object.
● Choose Continue.
5 Maintain General Enter the following: The Operation Data tab is displayed.
Data ● Description: Description
Make your own description. For example, Mechanical Inspection
● Usage: 4
● Assembly:
6 Maintain Operation Enter the following entries and choose Enter. The general task list is created.

Step # Comment
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Pre
● Operation: 0020
● Work: 1
● Unit: H
● Capacities: 1
● Stage : Main
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Main
● Operation: 0040
● Work: 3
● Unit: H
● Capacities: 3
● Stage : Post
Choose the operation 0010.
In the lower part of the screen, Details: Operation 0010, Check the pump section,
choose Materials.
Enter the following and choose Enter.
● Material: SP005
● Quantity : 1

Step # Comment
● Material: SP001
● Quantity: 2
● Material: SP002
● Quantity: 1
● Material: SP003
● Quantity: 2
Test Administration

Date
Business
Role(s)
Purpose

Procedure

Step Fail /
# Com-
ment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is
displayed.
2 Open the App Open Create Maintenance Plan The app opens.
3 Maintain Mainte- Make the following entries, choose Continue: The Create Maintenance Plan:
nance Plan Pa- ● Maintenance Plan For: Maintenance Request YM Plan %xxxxxxxxxxx screen is
rameters displayed.
● Maintenance Plan Type: Single Cycle (Performance Based)
If you wish to generate an order from maintenance plan then kindly select Maintenance Plan for field as Main-
tenance Order. Also You need to select Order Type as YA02 while plan creation.
If you want order to go though order approval process, check Do not release Immediately button while mainte-
nance plan creation and this option will be available only if you select Maintenance plan category as Maintenance
Order
4 Maintain Mainte- In the Items part, enter the following for the first item: The Maintenance Plan Plan-
nance Plan Item ● Item Description: Mechanical Inspection for Pump ning Data screen is displayed.
Data
● Plant: 1710
ln the General Data tab, Task List section, choose Assign Task List.
On the Assign Task List screen, make the following entries:
Step Fail /
# Com-
ment
Please fill in the task list group number which is created in the previous step. Or use the Search help to choose.
● Group Counter:
Please fill in the Group Counter created in the previous step.
Choose OK.
Choose Planning Data tab.

nance Plan Plan- ● Sort Field: electrical
ning Data
plans.
● Start Counter reading < Counter reading >
Counter reading can be entered here which can be used at the time of scheduling the plan
● End counter reading < Counter reading >
● End scheduling date < Date>
For performance-based single cycle plans and strategy plans, you can also define an end counter. The system
considers these dates during the scheduling process. When the end date or end counter are due, the last mainte-
nance call retains the status Hold so that no further maintenance call objects are created for this maintenance
plan.
The end dates and end counters are considered during scheduling no matter whether you start the scheduling of
individual maintenance plans or select multiple maintenance plans or all maintenance plans within a specific
time-frame for automatic scheduling.
● Lead Float:

Step Fail /
# Com-
ment
In the Call Control section, make the following entries:
● Scheduling Period: 365 DAY
● In the Cycle section, make the following entries:
● Cycle / Unit: 100 H
● Cycle Description: Every 100 Hours
● Offset/Unit:
● Counter:< Measuring Point No >
Enter the measuring point number created for the technical object type. Based on readings entered according to
the mentioned measuring point, maintenance call will be trigerred once the plan is scheduled.
6 Create Mainte- Choose Save The maintenance plan is cre-

nance Plan ated.
Test Administration

Date
Business
Role(s)

Purpose
The Maintenance Planner needs to record initial reading of the technical objects (equipment / functional location) in the SAP system. Atleast one measurement document is required for scheduling
the plan. Once the scheduling is done, regular readings must also be recorded in the system by the Maintenance Technician. This process can also be automated my making use of systems which get
the reading from technical objects and load to SAP system through interfaces.
Time-to-time recording of these readings are relevant for accurate determination of maintenance due dates.
Procedure
Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Technician. The SAP Fiori launchpad displays.
2 Open the App Open Create Measurement Document for Technical Object (EAMS_WDA_MD_OIF). The app opens.
On the Create Measurement Documents screen, make the follow-ing entries:
● Basis for measurement reading:Measuring Point
Measuring Point: <Measuring Point No>
Comment: Enter the measuring point number created against the technical object.
3 Enter Counter A new screen appears with the measuring point that was entered. The measurement document is created.
● Enter Reading: <Counter reading>
● Choose Save.
Test Administration

Date
Business
Role(s)
Purpose
When you schedule your maintenance plan for the first time, you trigger the maintenance cycle. The system uses the scheduling information in the maintenance plan to calculate the due date of the
maintenance call object.
Procedure

Step # Name Comment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad displays.
3 Search Mainte- Enter the following and choose Enter. The Schedule Maintenance Plan: Single Cycle
nance Plan MaintenancePlan: <Maintenance Plan num-ber> Plan <Maintenance Plan number> screen dis-
plays.
Please use the single cycle plan (perfomance based) created in the previous step.
4 Schedule Main- Choose Start. Maintenance plan has been scheduled

tenance Plan On the Start Date screen, enter a start date. For example, enter current date.
Start of cycle:<Counter reading >
Comment: If a start counter reading was entered during the maintenance plan creation, the system
will propose that reading as the start counter reading. It can be changed to a different reading as
well, if required.
Choose Continue.

5.4 Performance-Based Strategy Plan
Test Administration

Date
Business
Role(s)
Purpose
A maintenance strategy represents a rule for the sequence of planned maintenance and inspection tasks. A maintenance strategy for performance plan contains the maintenance packages that define
the cycle in which the tasks must be performed. For example, every 5000 km, every 500 operating hours, and so on. It contains addi-tional scheduling parameters such as shift factor, preliminary and
followup buffers, and hierarchy. Maintenance strategies are required in strategy plans.
For each plant, you may use the same maintenance strategy. You can skip this step if the maintenance strategy exists.
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is displayed.
2 Open the App Open Maintain Maintenance Strategies (IP11). The app opens.

Step # Comment
3 Switch to Change mode Choose More > Table View > Display > Change or click on Edit button The Change Maintenance Strategies: Overview page is
on top right. displayed.
4 Create Maintenance Choose New Entries. Make the following entries. The new maintenance strategy is created.
Strategy ● Name: EAM_<XX>
● Description: <Description> for example: Mechanical Inspection
● Scheduling Indicator: Activity
● Strategy unit: H
Choose Save.
5 Add Maintenance Pack- On the left side of the screen, in Dialog Structure,　double-click on the The Change Maintenance Packages page is displayed.
ages Packages folder. The maintenance packages are maintained in mainte-
Choose New Entries. nance strategy.
● Package No.: 1
● Unit: H
● Maintenance cycle text: 100 OPH
● Cycle short text: 1H
● Hierarchy: 1
Repeat the above step for further cycles. Create the following packages.
● Package No.: 2
● Unit: H
● Hierarchy: 1
● Package No.: 3
● Unit: H

Step # Comment
● Hierarchy: 1
● Package No.: 4
● Cycl. Length: 1000 OPH
● Unit: H
● Hierarchy: 1
Choose Save.
Test Administration

Date
Business
Role(s)

Purpose
Prerequisite
● Maintenance spare parts and assemblies in the Materials Management (MM) module.
● Maintenance strategy.
Procedure

Step # Comment
3 Choose Task List Type Choose Task List Type: General Maintenance Task List. The Create General Maintenance Task List
screen is displayed.
4 Enter Creation Parame- Enter the following: The Create General Maintenance Task List
ters ● Task List Group: screen is displayed.
Comment: Task List Group uses internal number range.
● Group Counter:
Comment: The group counter would increase automatically if you create another
task list for the same technical object.
Step # Comment
● Key Date:<Today>
Choose Continue.
5 Maintain General Data Enter the followin: The Operation Data tab appears.
● Description:<Description>
Make your own description. For example: Mechanical Inspection
● Usage: 4
● Assembly:
● Choose Operation Data.
6 Maintain Operation Enter the following and choose Enter. The Maintenance Packages tab appears.
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Pre
● Operation: 0020
● Work: 1
● Unit: H
● Capacities: 1
● Stage : Main
Step # Comment
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Main
● Operation: 0040
● Work: 3
● Unit: H
● Capacities: 3
● Stage : Post
● Choose the operation 0010.
In the lower part of the screen, Details: Operation 0010, Check the pump section,
choose Materials.
● Material: SP005
● Quantity : 1
● Material: SP001
● Quantity: 2
● Material: SP002
● Quantity: 1
● Material: SP003
● Quantity: 2
Choose Maintenance Packages.
7 Maintain Maintenance Enter the following entries and choose Save. The general task list is created.
Packages ● For Operation 0010, set flag for 100,250,500,1000 OPH
● For Operation 0020, set flag for 100,250 OPH

Step # Comment
● For Operation 0030, set flag for 500,1000 OPH
● For Operation 0040, set flag for 100,250,500,1000 OPH
Test Administration

Date
Business
Role(s)
Purpose

Procedure

Step # Fail /
Comment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.
3 Maintain Mainte- Enterr the following and choose Continue: The Create Maintenance Plan:
nance Plan Param- ● Maintenance Plan For: Maintenance Request YM Strategy Plan %xxxxxxxxxxx
eters screen is displayed.
● Maintenance Plan Type: Strategy
If you wish to generate an order from maintenance plan then kindly select Maintenance Plan for field as Main-
tenance Order. Also You need to select Order Type as YA02 while plan creation.
If you want order to go though order approval process, check “Do not release Immediately” button while
maintenance plan creation and this option will be available only if you select Maintenance plan category as
Maintenance Order
4 Maintain Mainte- In the Items part, make the following entries for the first item: The Maintenance Plan Planning
nance Plan Item ● Item Description: Mechanical Inspection for Pump Data screen is displayed.
Data
● Plant: 1710
In the lower screen, choose General Data tab. Enter the following and choose Enter.
On the Assign Task List screen, enter the following and choose OK.

Step # Fail /
Comment
Comment: You can fill in the task list group number which was created in the previous step. Or use the
Search help to choose.
● Group Counter:
Comment: You can fill in the group counter that was created in the previous step.
● Choose Planning Data tab.

nance Plan Plan- ● Sort Field: <electrical>
ning Data
plans.
● Counter: <Measuring Point No>
Comment: Enter the measuring point number created for the technical object type. Based on readings en-
tered for measuring point, the maintenance call will be trigerred once the plan is scheduled.
Comment: Counter reading can be entered here which can be used at the time of scheduling the plan
● End counter reading < Counter reading >
● End scheduling date < Date>
● Shift Factor for Early Completion : 100
The shift factor in the event of early/late completion of a maintenance task defines the percentage of the
shift to be applied to the calculation of the next date.
The tolerance in the case of early / late completion, determines the time span in which variances between
actual and planned date do not influence subsequent scheduling. The tolerance is defined as a percentage
rate of the smallest interval between the maintenance cycles of the maintenance strategy.
● Lead Float:

Step # Fail /
Comment
● Scheduling Period: 365
You can use the scheduling period to determine the length of time for which the system creates mainte-
nance calls during maintenance plan scheduling.
The call horizon determines when a maintenance call object, for example, a maintenance order should be
generated for a maintenance call.
If you set this indicator, the system only generates the next call object once the preceding call object has
been confirmed.
6 Create Mainte- Choose Save. The maintenance plan is created.

nance Plan
Test Administration

Date
Business
Role(s)

Purpose
Maintenance Planner needs to record initial reading of the technical objects (equipment / functional location) in the SAP system. Atleast one measurement document is required for scheduling the
plan. Once scheduling is done, regular readings must also be recorded in the system by the Maintenance Tehnician. This process also can be automated my making use of the systems which gets the
reading from technical objects and loads to SAP system through interfaces.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Technician. The SAP Fiori launchpad dis-
plays.
2 Open the App Open Create Measurement Document for Technical Object (EAMS_WDA_MD_OIF) The app opens.
On the Create Measurement Documents screen, make the following entries:
● Basis for measurement reading: Measuring Point
● Measuring Point: < Measuring Point No>
Comment: Enter the measuring point number that was created against the technical ob-
ject.
3 Enter Counter Read- A new screen appears with the measuring points you entered: Measurement document is created.
ing ● Reading: <Counter reading >
● Choose Save
Test Administration

Date
Business
Role(s)
Purpose
Procedure

Step # Name Comment
3 Search Mainte- Enter the following and choose Enter. The Schedule Maintenance Plan: Strategy Plan
nance Plan ● Maintenance Plan: <Maintenance Plan number> <Maintenance Plan number> screen is dis-
played.
You can use the maintenance strategy created in the previous step.
4 Schedule Main- Follow these steps: Maintenance plan has been scheduled.
tenance Plan 1. Choose Start.
Start of cycle: <Current counter reading>
2. Choose Continue.
You receive an overview of scheduled calls with plan date and call date of a schedule call
based on the start date you entered and on the scheduling parameters maintained in the main-
tenance plan.
Comment: The scheduling list shows scheduled calls with assigned call dates. Each call has
its own system status with the scheduling type.
The first call has the Type New Start with Status Hold. When you want to create a planned
Step # Name Comment
order for the first time before reaching the call date you can use the function Release Call.
3. Flag the first row in Scheduling List.
4. Choose Release Call.
5. Choose Save and confirm all the messages that appear.
To automatically check the created Proactive maintenance order, follow these steps:
1. Open Schedule Maintenance Plan again
2. Enter the maintenance plan number.
3. Choose Enter
4. In the Scheduling List, choose the first line you have called.
5. Choose Display Call Object.
Note the maintenance order number.
Result

Hint: In case you want to use mass scheduling instead of manually scheduling maintenance plans, you can use the tile Mass Schedule Maintenance Plans (IP30H) with business role Maintenance
Technician.
5.5 Multiple Counter Plan
Test Administration

Date
Business
Role(s)
Purpose
Prerequisite
Procedure

Step # Comment
3 Choose Task List Choose Task List Type: General Maintenance Task List. The Create General Maintenance Task List
Type screen displays.
4 Enter Creation Pa- Enter the following: The Create General Maintenance Task List
rameters screen displays.
Step # Comment
● Task List Group:
Comment: The task list group uses internal number range.
● Group Counter:
list for the same technical object.
Choose Continue.
5 Maintain General Enter the following: The Operation Data tab appears.
Data ● Description:<Description>
Make your own description. For example: Mechanical Inspection
● Usage: 4
● Assembly:
6 Maintain Operation Enter the following and choose Enter. The general task list is created.
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Pre
● Operation: 0020
Step # Comment
● Work: 1
● Unit: H
● Capacities: 1
● Stage : Main
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Main
● Operation: 0040
● Work: 3
● Unit: H
● Capacities: 3
● Stage : Post
Choose the operation 0010.
Materials.
● Material: SP005
● Quantity : 1
● Material: SP001
● Quantity: 2
● Material: SP002
● Quantity: 1

Step # Comment
● Material: SP003
● Quantity: 2
Test Administration

Date
Business
Role(s)
Purpose

Procedure

Step # Fail / Com-
ment
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.
2 Open the App Open Create Maintenance Plan The app opens.
3 Maintain Mainte- Enter the following: The Create Maintenance Plan: Plan
nance Plan Parame- Maintenance Plan For: Maintenance Request YM %xxxxxxxxxxx screen is displayed.
ters The default view is Planning Data.
Maintenance Plan Type: Multiple Counter
Choose Continue.
Note If you wish to generate an order from maintenance plan then kindly select Maintenance Plan for
field as Maintenance Order. Also You need to select Order Type as YA02 while plan creation.
If you want order to go though order approval process, check “Do not release Immediately” button
while maintenance plan creation and this option will be available only if you select Maintenance plan
category as Maintenance Order

nance Plan Planning ● Description: Pump Maintenance Plan
Data
● Sort Field: <electrical>
Assign the sort field in the maintenance plan, which facilitates the selection and grouping of mainte-
nance plans.
In Date Determination section, enter the following.
● Start Date: <Current Date>
Counter reading can be entered here which can be used at the time of scheduling the plan
● End Date for Scheduling: < Date>
● Start Time:
● Lead Float:
● Scheduling Period: 365 DAY
You can use the scheduling period to determine the length of time for which the system creates
maintenance calls during the maintenance plan scheduling.

Step # Fail / Com-
ment
If you set this indicator, the system only generates the next call object once the preceding call object
has been confirmed.
● Operation Type: OR Operation
If you select OR Operation, it means that an order will be created for the earliest planned date. It is
the case that occurs first.
If you select AND Operation, it means that an order will be created for the last planned date. It is
the case that occurs last.
In the Cycles section, make the following entries:
● Cycle / Unit: 100 H
Cycle / unit defines the duration in which the maintenance is to be executed.
● Description of Cycle: Every 100 Hours
● Counter: <Counter No>
Enter the counter number created for the technical object type. Readings entered according to the
mentioned counter number will be used to trigger the maintenance call object.
● Offset:
● Cycle / Unit: 6 MON
Cycle / unit defines the duration in which the maintenance is to be executed.
● Description of Cycle: Every 6 Months
In the Items part, make the following entries for the first item:
● Item Description: Mechanical inspection of pump
If you wish to generate an order from maintenance plan then kindly select Maintenance Plan for
field as Maintenance Order PM. Also You need to select Order Type as YA02. Notification Type:
Proactive Work Y2
If you wish to generate an order from maintenance plan then kindly select Maintenance Plan for
field as Maintenance Order PM. Also You need to select Order Type as YA02.
● Plant: 1710
Step # Fail / Com-
ment
In the lower part of the screen, choose General Data tab. Enter the following and choose Enter.
● In the General Data tab, Task List section, choose Assign Task List.
● On the Assign Task List screen, enter the following and choose OK.
Enter the task list group number which is created in the previous step. Or use the Search help to
choose.
● Group Counter:
Comment: Enter the group counter created in the previous step.
5 Create Maintenance Choose Save. The maintenance plan is created.

Plan
Test Administration

Date
Business
Role(s)

Purpose
The Maintenance Planner needs to record initial reading of the technical objects (equipment / functional location) in the SAP system. Atleast one measurement document is required for scheduling
the plan.
Once the scheduling is done, regular readings must also be recorded in the system by the Maintenance Technician.
This process can also be automated my making use of systems which get the reading from technical objects and loads to SAP system through interfaces.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail / Com-
Step # ment
1 Log On Log on to the SAP Fiori launchpad as Maintenance Technician. The SAP Fiori launchpad is displayed.
2 Create Measurement Docu- Open Create Measurement Document for Technical Object The Create Measurement Documents screen is
ment (EAMS_WDA_MD_OIF). displayed.
On the Create Measurement Documents screen, make the following entries:
● Basis for measurement reading: Measuring Point
● Measuring Point: <Measuring Point No>
Comment: Enter the measuring point number created against the tech-
nical object.
3 Enter Counter Reading A new screen appears with measuring point you entered. The measurement document is created.
Reading: <Counter Reading>
Choose Save.

Result
Measurement documents are created and these will help to schedule maintenance plan.
Test Administration

Date
Business
Role(s)
Purpose
Procedure
Test Test Step Instruction Expected Result Pass / Fail

Step # Name / Com-
ment

Test Test Step Instruction Expected Result Pass / Fail
Step # Name / Com-
ment
3 Search Main- Enter the following and choose Enter: The Schedule Maintenance Plan: Single
tenance Plan ● Maintenance Plan: <Maintenance Plan number> Cycle Plan <Maintenance Plan Number
screen is displayed.
You can use the multiple counter plan created in the previous step.
4 Schedule 1. Choose Start. Maintenance plan has been scheduled

Maintenance 2. Choose Continue button on the information screens which appear.
Plan
3. Choose Save button
You receive an overview of scheduled calls with plan date and call date of the scheduled call. This is
based on your start of cycle counter reading, annual estimate (entered against respective measuring
point), and the scheduling parameters maintained in the maintenance plan.
Comment: The Scheduling List shows scheduled calls with assigned call dates. Each call has its own
system status with scheduling type. The first call has the type New Start with status Hold.
When you want to create a planned order for the first time before reaching the call date, you can use
the function Release Call.
4. Flag the first row in Scheduling List.
5. Choose Release Call.
6. Choose Save and confirm all the messages if appear.
To check the automatically created Proactive maintenance order, follow these steps:
1. Open Schedule Maintenance Plan again.
2. Enter the maintenance plan number.
3. Choose Enter.
4. In the Scheduling List, choose the first line you have called.
5. Choose Display Call Object.
Note the maintenance order number.
Result

Hint: If you want to use mass scheduling instead of manually scheduling the maintenance plan, you can use the tile Mass Schedule Maintenance Plans (IP30H) with the business role Maintenance
Planner.

5.6 Screen Maintenance Requests
Test Administration

Date
Business
Role(s)
Purpose
This is Screening phase of the process where the supervisor might need to review the maintenance request and change responsibility of the requests and take appropriate decision to proceed with re-
quest or reject the request.
Procedure
Table 10:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervisor. The SAP Fiori launchpad is displayed.
2 Access the App Open Screen Maintenance Requests (F4605) The app opens.

Step # ments
3 List Display of Maintenance By default, the app displays a list of maintenance requests that are open. List of maintenance requests is displayed
Requests It is possible to switch between the list of maintenance requests in Accepted, Re- based on filter criteria.
jected, Action Required or Completed status.
In the field Notification Type enter Proactive Work and choose Go.
4 Review and Modify the Select the maintenance request which needs to be reviewed. Maintenance request Maintenance request is reviewed or mod-
Maintenance Request gets opened and details can be seen. ified.
Choose Edit and if required, change the person responsible.
Update the priority of the maintenance request in the malfunction information sec-
tion.
5 Accept the Maintenance Re- On top right of the screen, options to accept and reject are available Maintenance request is accepted.
quest Accept the maintenance request if the work needs to be performed
The reason code needs to be selected if maintenance request is rejected.
If you reject the request,the same wont be processed anymore and can be seen un-
der rejected tab of My Maintenance Requests app.
5.7 Create and Plan Maintenance Orders
Test Administration

Date
Business
Role(s)

Purpose
Once the proactive maintenance request is approved, we are in Planning phase of this process. The approved request will be called Maintenance Notification. This process step shows how to convert
a maintenance notification into a maintenance order and details planning the resources for the order.
Order processing helps you to plan maintenance tasks in greater detail. You decide the tasks to be performed and what components (materials) are needed, and so on.
Procedure
Table 11:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Plan- The SAP Fiori launchpad is displayed.
ner.
2 Access the App Open the Manage Maintenance Notifications and Orders The app opens.
(F4604) app.
3 Get list of Mainte- In the field Execution Object Type select Maintenance A list of accepted notifications is displayed based on the filter criteria.
nance Notifica- Notification.
tions
4 Create or Assign To create or assign an order, follow these steps: The maintenance order is created and is assigned to the maintenance notifica-
Maintenance Or- 1. Select a single maintenance notification or a list of tion.
der maintenance notifications for which maintenance order The ID of the maintenance order is displayed in the column Associated With.
needs to be created.
2. Choose Create Order button on the top of the screen.
The options appear.
3. Select the Order Type: Proactive Maintenance (YA02)
4. Chooose Create.
Alternatively, it is possible to assign existing maintenance
order to a maintenance notification using the Assign Order
button.
Order will be assigned with operations and components if
the maintenance plan was assigned with tasklist.
5 Add Non Stock Choose line of operation (example 0010) and choose Ma-

Step # ments
Material terials tab at the bottom of the screen. Enter the following:
Variant: Standard
Material: NL001
Item Category: Non-stock Item N
Quantity: <1>
Plant: 1710
Purchasing Org: 1710
G/L Account: 61002000
To duplicate a material line in the list with all item data,
choose Copy Material. You can then change specific fields
in the copied line.
6 Add Services Choose line of operation (example, 0010) and choose ser-
vices tab at the bottom of the screen.
Service without Service Material
● Description: <Description of service>
● Quantity: <1>
● Unit:<H>
● Plant:1710
● Price:Entry of your choice
● Purchasing Org: 1710
● Supplier: 17300001
● G/L Account: 65008000
● Material Group: YBMM01
Service with service material
Product : SM0001
Quantity: <1>
Press Enter. The system will fill up other fields from Ser-

Step # ments
vice Product Master.
7 Cost Review Go to Costs tab. On the top of the screen select Additional Planned / estimated costs reviewed / updated
Functions > Determine Costs.
Planned costs to be shown as per the value category
Estimated costs can be updated against each value cate-
gory
8 Check Entries Choose Check Entries in the upper left corner of the Entries have been checked.
screen.
9 Save Order Choose Save Order 4000XXX is saved.

The maintenance order is In Planning phase
The selected stock material is reserved automatically.
To check, log on to the SAP Fiori launchpad as a Warehouse Clerk. Open Dis-
play Stock Overview. Enter the stock material, plant, and storage location and
choose Environment. Choose Reservation.
5.8 Submit Maintenance Order for Approval
Test Administration

Date
Business
Role(s)

Purpose
After you have planned resources for the maintenance order, it can be submitted for approval to the supervisor. This will set the status of the maintenance order to Ready to Prepare subphase.
Procedure
Table 12:
Step # ments
2 Access the App Open the Manage Maintenance Notifications and Orders The app opens.
(F4604) app.
3 Get list of Mainte- Enter the following: A list of maintenance notifications is displayed based on search
nance Orders ● Execution Object Type: Maintenance Order criteria.
● Order Type: Proactive Maintenance
4 Submit Order for Ap- Select single maintenance order or a list of maintenance orders Maintenance order has been submitted for approval.
proval which are ready for approval. The order goes for approval as per the workflow that you have
On top right side of the screen, choose Submit for Approval. maintained.
Note If custom workflows have not been maintained, the order
gets approved automatically.
5.9 Approve Maintenance Order (Optional)
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to approve a maintenance order from My Inbox (F0862) app. Kindly note that this step involves a flexible workflow which can be set up to approve the mainte-
nance order.
Procedure
Table 13:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervisor. The SAP Fiori launchpad is displayed.
2 Access the App Open My Inbox (F0862) app. A list of orders that are ready for approval is dis-
played.
3 Approve or Reject In the My Inbox screen, select the workflow request for maintenance order. In the The maintenance order is approved and the order
Maintenance Order details, review general data ,responsibilities, account assignment, cost and dates. will be removed from the list in My Inbox app.
Update comment in Comments section. The maintenance order is in Ready to Prepare
Approve the maintenance order and add decision note if required. phase.
If the maintenance order is rejected,it can be further processed with required de-
tails and can be sent for approval again.

5.10 Review and Release Maintenance Order
Test Administration

Date
Business
Role(s)
Purpose
We are in Ready to Prepare subphase. In this process step, you can review a list of approved maintenance orders and release them to Preparation phase.
Procedure
Table 14:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launch-
pad is displayed.
2 Access the App Open Manage Maintenance Notifications and Orders (F4604) app. The app opens.
3 Review List of Maintenance On top there are list of filters available. Enter the following: A list of maintenance
Order ● Execution object: Maintenance Order Number which was approved in the pre- orders is displayed.
vious step

Step # ments
Choose Go.
4 Release Maintenance Order Select the order by selecting the check box on the left hand side. Choos Release. Maintenance order is
Plan costs at the time of releasing the order will be taken as baseline cost and will be displayed in de- released for prepara-
tailed cost analysis section of cost tab. Even if there is a change in plan cost later the ,baseline cost will tion.
remain the same and this will help to understand the deviation from plan costs.
5 Purchase Requisition Num- When the maintenance order is released, purchase requisition is created for the maintenance order. The purchase requisi-
ber for Non-Stock Material 1. Choose the selected maintenance order. The Maintenance Order screen is displayed. tion number is dis-
Items and services played.
2. Select the row for operation 0010 and choose the Material tab.
3. Note the purchase requisition number for non-stock material or services in the Purchase Requisition
column.
5.11 Maintenance Backlog Overview
Test Administration

Date
Business
Role(s)
Purpose
The maintenance order is in Preparation phase now. Maintenance Backlog Overview screen will allow you to view various cards. You can check Maintenance Backlog Card which shows backlog of
maintenance orders based on phase or buckets.
Procedure
Table 15:
Step ments
#
2 Access the App Open the Maintenance Backlog Overview (F5105) app. The app opens.
3 Open Maintenance Order via Main- Use the filter on the top to get the list of orders based on planning The Maintenance Backlog card, External Procurement
tenance Backlog Card bucket template card and Quick Link card are displayed.
● Planning Bucket Template: PUMP_1710
● Past Buckets: 1
● Future Buckets: 5
4 Manage Maintenance Backlog Select the drop-down criteria to show list of orders. Below criteria The maintenance backlog card is displayed using dif-
Card are available for selection: ferent selection criteria.
● By Phase
● By Maintenance Activity Type
● By Order and Notification Type
● By priority
5 Review Maintenance Orders and Choose the bar chart to review the maintenance order or the main- The Manage Maintenance Notifications and Orders
Maintenance Notifications tenance notification in that. app opens.
If the total count on the bar segment is 1, then it will
directly open the Maintenance Order or Maintenance
Notification screen.
6 Manage Maintenance Backlog Select By Phase in the maintenance backlog card and choose the The Manage Maintenance Backlog screen opens and
Card (By Phase) bar that indicates preparation. the order list is displayed along with their correspond-
ing statuses in the Orders in Preparation tab.
6.1 Manage Maintenance Backlog Select Stock Components, Non-Stock ComponentsServices and The maintenance order details have been reviewed.
Card (By Phase) Resources tabs to review the corresponding details.
6.2 Manage Maintenance Backlog To keep the committed quantity and to fulfill the shortage quantity, The system assigns the available stock material to the
Card (By Phase) - Keep Committed follow these steps: maintenance order if there is a shortage.
Quantities- Activate (Optional)
Step ments
#
1. Go to the Stock Components tab.
2. Go to the Orders In Preparation tab.
3. Choose Keep Committed Quantities > Activate.
You can schedule the job through the Schedule Material Availabil-
ity Check Report to perform an ATP check for stock components.
6.3 Manage Maintenance Backlog To change the scheduling of the maintenance orders, follow these The basic start date or the end date is changed and the
Card (By Phase) – Schedule Order steps: order is moved to the next or the previous bucket re-
(Optional) 1. Go to the Orders tab. spectively.
2. Go to the Orders In Preparation tab. The maintenance order moves into the scheduling
phase.
3. Choose Change Scheduling and select any of the options. You
can assign the order to the next or the previous bucket or you
can change the basic start date or the end date.
To submit the order for scheduling, choose Submit for Scheduling.
7 Manage External Procurement Click on the bar chart to review the purchase requisition or the pur- The purchase requisition or the purchase order is dis-
Card chase order for the corresponding milestone. played.
5.12 Convert Purchase Requisitions into Purchase Orders
Test Administration

Date
Business
Role(s)

Purpose
This process step shows you how to assign purchase requisitions to a source of supply and to convert assigned source purchase requisitions to purchase orders.
Procedure
Table 16:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Purchaser. The SAP Fiori launchpad is displayed.
2 Access the App Open the Process Purchase Requisitions - Formerly Manage Purchase The Process Purchase Requisitions screen is displayed
Requisitions (F1048) app.
3 Search for Purchase On the Process Purchase Requisitions screen,enter the following and A list of purchase requisitions is displayed.
Requisition choose Go.
● Plant: 1710
● Purchasing Organization: 1710
4 Select Purchase Requi- Select the purchase requisitions you created in the previous step. The Select Source of Supply screen is displayed.
sition Choose the link for 1 source under the Assigned Supplier field.
5 Assign Source to Pur- In the Select Source of Supply screen, select a displayed source with a The assignment of one source to the requisition is done. A
chase Requisition real price (not zero), for example, 17300001. list of purchase requisitions is displayed.
6 Prepare the Purchase Select the purchase requisition for which the assigned supplier is dis- The Process Purchase Requisitions screen displays.
Order played.
Choose Create Purchase Order.
7 Create the Purchase Or- On Purchase Order Type, choose Standard PO and choose Save. The purchase order is created.
der On the popup screen, the system displays the message Standard PO
created under the number 450000XXXX.
Choose OK.
Please note down PO number

5.13 Goods Receipt for Purchase Order
Test Administration

Date
Business
Role(s)
Purpose
This process step shows you how to post the goods receipt for the purchase order.
Procedure
Table 17:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Warehouse Clerk. The SAP Fiori launchpad is displayed.
2 Access the App Open Post Goods Movement (MIGO) app. The Post Goods Movement screen is displayed.
3 Enter Goods Receipt Enter the following and press Enter: The GR order is entered.
Order ● First top-left frame: Goods Receipt
● Second top-left frame: Purchaser Order
● Order: <Enter the Purchase order number in the previous step>

Step # ments
● GR goods receipt: 101
Choose Execute.
4 Enter Date Enter the following:

● Document date: default
● Posting date: default
5 Quantity Choose the Quantity tab.
6 Enter Quantity Enter the following: The quantity is entered.

Qty in Unit of Entry: Enter the quantity you confirmed in the previous
step. For example: 1
7 Set Item OK and Post Select the Item OK checkbox and choose Post at the bottom of the The system displays the message: Material document
screen. 500xxxxxxx posted.
5.14 Post Goods Issue
Test Administration

Date
Business
Role(s)

Purpose
You are now in Execution phase of the process. This process step shows you how to post the goods issue from storage location.
Procedure
Table 18:
Step # ments
1 Log On Log on to the SAP Fiori launchpad asWarehouse Clerk . The SAP Fiori launchpad is displayed.
2 Access the App Open Post Goods Movement (MIGO) app. The Post Goods Movement screen is displayed.
3 Enter Goods Issue Enter the following and press Enter: The goods issue order is entered.
Order ● First top-left frame: Goods Issue
● Second top-left frame: Order
● Order: <Enter the maintenance order number>
● GI for Order: 261
● Choose Execute.
4 Enter Date Enter the following: The date is entered.

● Document date: default
● Posting date: default
5 Select Quantity Choose the Quantity tab.
6 Enter Quantity Enter the following: The quantity is entered.

Qty in Unit of Entry: Enter the quantity you confirmed in the previous
step. For example: 1
7 Set Item OK and Select the Item OK checkbox and choose Post at the bottom of the The system displays the message Material document
Post screen. 500xxxxxxx posted.

5.15 Submit Order for Scheduling
Test Administration

Date
Business
Role(s)
Purpose
Once Preparation is done and backlog is reviewed, the order can be set for Ready to Schedule to start Scheduling phase.
Procedure
Table 19:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner . The SAP Fiori launchpad is displayed.
2 Access the App Open the Find Maintenance Order (F2175) app. Find Maintenance Order App will display list of orders.
3 Review List of Mainte- Filter the list based on filtering options provided on top and A list of maintenance orders is displayed.
nance Orders choose Go .
4 Set Orders for Ready Select the orders to be scheduled by clicking the check box.- The maintenance order is ready to be scheduled. This will set the
for Scheduling Choose Change Status > Ready to Schedule. status of all order operations to ORSC.

5.16 Schedule Maintenance Orders and Submit for Execution
Test Administration

Date
Business
Role(s)
Purpose
In this step, you can schedule the order operations and set the operations to ready for execution.
Procedure
Table 20:
Step # ments
2 Access the App Open Find Maintenance Order (F2175) app. The app opens.
3 Review List of On top there are list of filters available. Enter technical object 217100091 A list of maintenance orders are reviewed and are ready for
Maintenance Or- and choose Go. Adjust dates, capacity, and so on if required. scheduling.
der
4 Set Orders to After reviewing the maintenance order, you can choose Dispatch Operations The maintenance order is submitted for execution and the
Ready for Execu- button to let the order enter the Execution phase and Ready to Execute sub- status of all the order operations are set to Dispatched status
Step # ments
tion phase. DSPT.
If SI-43R (Resource Scheduling) is activated, the respective applications
can be used for dispatching the operations.
5.17 Execute Maintenance Order
Test Administration

Date
Business
Role(s)
Purpose
In Execution phase, technician will execute pre and main operations.
Procedure

Table 21:
Step # ments
2 Access the App Open the Perform Maintenance Jobs (F5104A) app. The app opens.
3 Filter the list of Or- Use the filter on the top to enter the order ID which was dis- A list of dispatched operations of the selected order will be dis-
ders for Execution patched for execution and choose Go. played.
4 Assign Operation Select the operation and click on Assign to Me The operation is assigned to you.
(Optional) Note If the order operation is not assigned to anyone then only the
Assign To Me button is enabled.
5 Select Operation for Choose the operations in PRE and MAIN stages to navigate to the It will display the Perform Maintenance Job screen for the operation
Processing Perform Maintenance Job screen. which was selected on the list page.
6 Start the Operation Choose Start The subphase is changed to work in execution.
7 Review Compo- Check the components which are associated with the order in the It will show the list of components that are associated with the order.
nents respective section on the Perform Maintenance Jobs screen.
8 Goods Issue / Re- Go to Components tab Material is issued or returned.

turn (Optional) Choose Post
Post Goods Issue screen opens. Update the required quantity and
choose Post.
Choose Return corresponding to the material that has to be re-
turned
The Return Goods screen opens. Update the required quantity and
choose the Return button.
A new line item for the material is generated
Choose Post
The Post Goods Return screen opens. Update the required quan-
tity and choose Post button.
9 Review Attach- Check the Attachments tab which is associated to the order in the It will show the list of attachments associated with the order.
ments respective section on Perform Maintenance Jobs.
10 Pause and Resume Choose Pause to pause the work. For a paused operation, the subphase will be Work Paused. After re-
Work After pausing the work, you can resume the work using the Re- suming the work, the subphase changes back to Work in Execution.
sume button.

Step # ments
11 Time Confirmation Choose Record Time button at the top left corner of the operation Success message is displayed and confirmations are posted. You can
object page to perform time confirmation. view the number of confirmations posted in the Operation Details
In the Record Time screen, enter the following: tab.
● Enter the actual work. For example, 4 hours The work progress is shown as 100 %.
● Enter the remaining work if any. For example, 2 hours The subphase is changed to Work Finished.
● Enter the confirmation text as required .
● Select the check box Final Confirmation.Choose OK.when the
time confirmation for the operation is completed.
It needs to be repeated for all the operations in PRE and MAIN
execution stages.
12 Add Measurement You can add measurement for the technical object using Add Measurement data is updated.
(Optional) Measurement button.
5.18 Complete Main Work
Test Administration

Date
Business
Role(s)

Purpose
After execution of Pre and Main work by the technician, the maintenance supervisor will review the work and change the status from Main Work Completed to Post Execution phase.
Procedure
Table 22:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervi- The SAP Fiori launchpad is displayed.
sor.
2 Access the App Open Find Maintenance Order (F2175) app. A list of maintenance orders is displayed.
3 Review List of Maintenance Order On top there are list of filters available. Enter Technical ob- A list of maintenance orders is displayed.
ject: 217100091 and click on Go.
You can also search based on other filter criteria.
4 Review and Set Order Status Main Select the order and chooseChange Status > Main Work Com- The status of the maintenance order is changed to sub-
Work Completed pleted. phase Main Work Completed.
5.19 Maintain Service Entry Sheet
Test Administration

Date
Business
Role(s)

Purpose
In this activity, you report the services that are performed, in the service entry sheet.
Procedure
Table 23:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Purchaser. The SAP Fiori launchpad is
displayed.
2 Access the App Open the Manage Service Entry Sheets (F2027) app. The app opens.
3 Enter Field Values Choose Create.

Case 1: Purchase service with- On the Service Entry Sheets screen, enter the following:
out material number ● Name of Service Entry Sheet: <SES Name>, for example, Vincent Sun
Case 2: Purchase service with ● Reference Purchase Order: <Purchase order you created>
material number
● Posting Date for Goods Receipt: <Today’s date>
● Press Enter
In the Add Purchase Order Items screen that opens, select the check boxes for the product
and choose Add.
You can increase service entry sheet items by using the increase button and you can use the
search to look for purchase order items.
In the Items area, enter the following for each item:
● Performance Period: <Enter the date range>
● Stated Quantity: <Stated Quantity>, for example,10
4 Add Attachments in Service You can upload files using the Upload button or add a link to the service entry sheet and
Entry Sheet (Optional) view the existing attachments by following one of these:

Step # ments
On the header level, go to tab Attachments
On the item level, go to tab Items, open the details and go to tab Attachments.
If the attachments are not required any longer, you can delete them.
You can view the attachments and save them on your device regardless of the status of the
service entry sheet.
You can add or delete attachments only while editing the service entry sheet. This means
that the status of the service entry sheet must be In Process.
5 Create the Service Entry Sheet Choose Create The service entry sheet is
created.
6 Send for approval Choose Send for Approval. The service entry sheet is
sent for approval.
7 Check the status of the service On the Manage Service Entry Sheets screen, follow these steps:
entry sheet. 1. Search for the service entry sheet that you had created above
2. Check the status of the service entry sheet.
3. Send service entry sheet for approval if approval is required.
If the status is Approved, do not send the service entry sheet for approval with flexible work-
flow.
5.20 Execute Post Work Operations
Test Administration

Date
Business
Role(s)

Purpose
In this process step the technician will execute post operations activities (if any) and also update the malfunction details and failure data.
Procedure
Table 24:
Step # ments
2 Access the App Open the Perform Maintenance Jobs (F5104A) app. The app opens.
3 Filter the list of Use the filter on the top to enter the order ID which was dis- A list of dispatched operations of the selected order will be displayed.
Orders for execu- patched for execution and choose Go.
tion
4 Select the Order Choose the operations in POST stage to navigate to the Perform It will display the Perform Maintenance Job screen for the operation
Operation for Pro- Maintenance Job screen.. which was selected on the list page.
cessing
5 Edit Malfunction Choose Edit button available in Malfunction Data section. The saved details are shown in the malfuction data.
Data (Optional) This will open the Edit Malfunction Data screen.
● Select an effect from dropdown list.
● Select a failure mode from dropdown list.
● Enter the malfunction start date and time as today's date
“09:00:00” am
● Enter the malfunction end date and time as today's date
“11:00:00” am.
● Select the checkbox if it is a breakdown. The breakdown du-
ration is automatically calculated.
● Describe the breakdown.
Step # ments
Click on Save button
You can edit the details in the Malfunction Data section only if
there is a maintenance notification associated with the mainte-
nance order.
6 Record Malfunc- Choose Add icon available in Malfunction Details section. The The saved details are shown in the malfuction details.
tion Details (Op- Add Malfunction Details screen is dispalyed. Enter the following
tional) details in the Damage Details tab:
● Select the object part from dropdown list.
● Select the damage code from dropdown list.
● Enter a description for the damage.
Enter the following details on the Cause Tab
● Select the cause code from dropdown list.
● Enter a description for the cause.
● Select the Root Cause radio button
Enter the following details on the Activity tab:
● Select the activity code from dropdown list
Enter a description for the activity.
Choose OK.
You can add additional causes and activities using the New
Cause and New Activity buttons respectively.
Note This section will become editable only if there is a mainte-
nance notification associated with the maintenance order.
7 Time Confirmation Choose Record Time at the top left corner of the operation object You will receive a message informing you that the time confirmations
page to perform time confirmation. have been posted. You can view the number of confirmations that have
In the Record Time screen that opens, enter the following details: been posted in the Operation Details screen.
● Actual Work: For example, 4 hours The work progress is shown as 100 %.
● Remaining work if any. For example , 2 hours The subphase is changed to Work Finished.
● Confirmation text as required
Select the Final Confirmation checkbox. Choose OK button
when the time confirmation for that operation is completed.
This step needs to be repeated for all the operations in Post exe-
cution stages.
5.21 Review Maintenance Cost
Test Administration

Date
Business
Role(s)
Purpose
This phase will allow the maintenance planner to review the cost of maintenance orders.
Procedure
Table 25:
Step # Name ments
2 Access the Open the Maintenance Order Costs (F4603) app. The app opens.
App
3 Enter Details Use the filter option available to search for maintenance orders. En- Detailed cost can be viewed based on whether it is estimated,
ter the following details: planned, baseline, and actual.
● Relative Date Function: Previous30days

Step # Name ments
● G/L Account Hierarchy: YPS2
● Ledger: OL
● Company Code: 1710
Choose Go.
4 Review Cost Select any order to see operation-wise cost split. Detailed cost of each order is reviewed.
Details
5.22 Technically Complete Maintenance Order
Test Administration

Date
Business
Role(s)
Purpose
The maintenance notification is completed and the maintenance order is technically completed after the required maintenance work has been performed.
The technical completion reduces all the purchase requisitions, open reservations, and capacities still outstanding for the maintenance order.
Nevertheless, the order can continue to receive costs, for example, through invoice receipts for delivered and used materials. However it is blocked for all changes in the processing.
The order settlement transfers the costs incurred that were temporarily collected for the maintenance order, to the recipient, for example, to the cost center for the maintained object. This process step
shows you how to technically complete a maintenance order.

Procedure
Table 26:
Step # ments
2 Access the App Open the Find Maintenance Order (F2175) app. The app opens.
3 Search for Order Number In the Maintenance Order screen, enter: List of orders displayed as per the filter criteria
Order Type: Proactive Maintenance
Choose GO.
5 Set Complete (Technically) Select the orders to be technically completed using the check box The Complete (Technically) screen displays.
Status on right side.
Choose Change Status > Complete Technically.
6 Reference Data Enter the following: The Complete (Technically) status for the maintenance
● Reference Date: <Date> order is set.
● Reference Time: <Time>
● Complete Assigned Notifications: flag set
Choose OK
5.23 Create Supplier Invoice with PO/GR Relation
Test Administration

Date

Business
Role(s)
Purpose
This process step shows you how to create the invoice with reference to the purchase order.
Procedure
Table 27:
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Accounts Payable Accountant. The SAP Fiori launchpad is displayed.
2 Access the App Open Create Supplier Invoice - Advanced (MIRO). The app opens.
3 Navigation If the system prompts you, make the following entries and choose Continue: The Enter Incoming Invoice screen is
Company Code: 1710 displayed.
4 Enter Basic Data Enter the following: Basic data is entered.

● Transaction: Invoice
● Invoice Date: Today
● Posting Date: Today
● Reference: <Reference invoice number from invoicing party>
● Amount: <Amount according to the invoice value>
● Currency: Enter the currency
● Calculated Tax: Selected
● Tax Code: If there is no tax, specify the tax code I0 (for Brazil, it is 00).
If G/L account is subjected to tax, ensure that you enter an appropriate tax code.

Step # ments
5 Enter Purchase Order On the Purchase Order References screen, make the following entries: The Purchase Order References screen
References Reference Document Category: Purchase Order/ Scheduling Agreement is displayed.
Purchase Order: Enter the purchase order you posted in the previous step.
6 Check the Purchase Or- Check the amount, the quantity and the tax code. The amount and the quantity corre-
der Items data spond to the values of the goods re-
ceipts.
7 Check Tax code In the Tax area, check the tax code information and the tax amount.
8 Simulate Supplier In- Choose Simulate.

voice and Check Mes- If there are no differences (or if the value is within the defined tolerance), the Simulation
sages screen is displayed. You can check the results in the Simulation Overview and Simulation
Details areas.
Review the Gross Invoice Amount against the items plus tax amount (if tax code is I0 (for
Brazil, it is 00), you do not have any tax amount)
9 Post Invoice Choose Post. The invoice is posted.

Invoice document 51XXXXXXXX was posted (Journal Entry: 51XXXXXXXX ) message
is displayed.

6 Appendix
6.1 Process Integration
6.1.1 Preceding Processes

You must first complete the following processes before you start with the test steps:
Table 28:
Process Business Condition
Create New Open MM Posting Period (BNZ) A new MM period must ex-
ist
Create Measuring Point master data script (5MI) Measuring point creation
6.1.2 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:
Table 29:
Process Business Condition
Accounts Payable (J60) Use the master data from this test script and execute the following steps:
● Invoice payment preparation
● Payment run
● Single outgoing payment
● Manual Payment online
Period-End Closing - Maintenance Orders A maintenance order is technically completed as part of this script.
(BF7)

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Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 1

Test Script PUBLIC

Proactive Maintenance (4HI_US)

Proactive Maintenance (4HI_US) PUBLIC

Proactive Maintenance (4HI_US) PUBLIC

2.1 System Access

Name (Role Template) ID (Role Template) Name (Space) ID (Space)

Maintenance Supervisor SAP_BR_MAINT_SUPERVISOR / Maintenance Supervisor / SAP_BR_MAINTENANCE_SUPERVI-

Maintenance Technician SAP_BR_MAINTENANCE_TECHNI- Maintenance Technician SAP_BR_MAINTENANCE_TECHNICIAN

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Warehouse Clerk SAP_BR_WAREHOUSE_CLERK

Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT

Employee SAP_BR_EMPLOYEE Employee SAP_BR_EMPLOYEE

Inventory Manager SAP_BR_INVENTORY_MANAGER Inventory Manager SAP_BR_INVENTORY_MANAGER

Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT

2.3 Master Data, Organizational Data, and Other Data

Data Sample Value Details Comments

Storage Location 171B Std. storage 2

Spare Parts SP001 Bearing Spare parts

Spare Parts SP002 Coupling Spare parts

Spare Parts SP003 Shaft Spare parts

Spare Parts SP004 Gaskets 1mm Spare parts

Spare Parts SP005 Mechanical Seal Spare parts

Spare Parts SP006 Spur gear IS651 Spare parts

Work Center RES-0200 Electric

Work Center RES-0300 Instrumentation

Characteristics OPERATING_HOUR Hour Meter Reading

Characteristics PRESSURE Pressure Reading

Counter Measuring Point XXXXXX Operating Hour 1-999999

Non Counter Measuring Point XXXXXX Pressure Guage 1-999999

Functional Location 1710-XXX-XXX-XXXXX- 1710 and the substructures

Equipment 21710XXXX 217100001 ~217100092

Cooling Water Circulation Pump 217100091 With SP001 ~ SP006 as-

5MF Create Equipment

5MH Create Maintenance Work Center

5MI Measuring Point

Proactive Maintenance (4HI_US) PUBLIC

2.4 Business Conditions

Scope Item Business Condition

Proactive Maintenance (4HI_US) PUBLIC

3.1 Initializing Material Stock

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Proactive Maintenance (4HI_US) PUBLIC

3.2 Configure Flexible Workflow for Maintenance Orders

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Proactive Maintenance (4HI_US) PUBLIC

6 Save Workflow Choose Save. Workflow is created.

3.3 Create Planning Bucket

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

3.4 Maintain Cost Rates

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC

Proactive Maintenance (4HI_US) PUBLIC

3.5 Create Purchasing Information Record

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Proactive Maintenance (4HI_US) PUBLIC

5 Enter General Information Enter the following: General Information is added.

6 Enter Purchasing Data Enter the following: Purchasing data is added.

10 Create a Purchasing Information Choose Create. A purchasing information record is