PM03 - PM Work Order Process

Plant Maintenance
PM03 – PM Work Order

Process
Objectives
 To get familiarized with the types of
notifications
 To know in detail how PM Notifications are

created and updated in SAP
 To familiarize users with Work Order Types
 To familiarize users with the Work Order

business process
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Agenda
 Work Order Business Process Flow

 Notification Overview
 Types of Notification
 Exercises
 Work Order Elements
 Work Order Functionalities

 Exercises
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Work Order Process Flow
MM
Maintenance
notifications
purchase
requisitions goods
withdrawals
reservations
PMRs work
orders
Planned
maintenance RELEASE
Refurbishment Work
Materials
orders Execution
Work steps,
Planned hrs, confirmations
Manpower service entries CO FI
Investment External TECO
orders Services
Closed order
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The Work Order Process Flow
Create, Feedback Technically Business

Create Schedule Execute
Release On Complete Complete
Notification Work Order Work
Work Order Work Order Work Order Work Order
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Notification - Overview
Maintenance Equipment
Notifications History
M1, M2, M3
work
orders
Work Orders
Downtime Recording
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Notification - Overview
 A Notification is created when (1) the need for a
maintenance task is identified, (2) when a completed
maintenance activity has to be recorded or (3) when
downtime has occurred.
 Maintenance Orders are created using the notification

as the trigger.
 Downtime Notifications are created by the control

room operator.
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Notification - Types
M1 – Maintenance Request
Maintenance requests include requests for
inspection, lubrication and ordinary repairs that
do not involve equipment breakdown nor
production downtime. These are activities that
can be planned, scheduled and are not
emergency in nature.
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M2 – Malfunction Report
A Malfunction Report is used for requests on
equipment or parts that have failed or are about to fail
its intended function. This includes all breakdowns that
resulted in loss in production and those that did not.
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M3 – Activity Report
Notification that results from maintenance activity or
service that has been performed or accomplished.
Examples are inspection or maintenance findings
determined during or after planned maintenance work.
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Notification & Order Creation
Creating an order on the basis
Maintenance Maintenance
of a notification
notification Order
Combining maintenance Maintenance

Maintenance Maintenance
notifications for a Maintenance
notification
notification Order
notification
maintenance order
Direct creation of
Maintenance
an order Maintenance Notification
Order
Raising an order with

Maintenance Activity
an activity report
Order report
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Notification Process Flow
Request Maint.
Without Request Repairs
Malfunction (M1) History
Work
Request Malfunction Order
With Report
Malfunction (M2)
Notification Equipment
Completion History
Completed Activity
Maint. Report
Activity (M3)
Production Maintenance
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Maintenance Notification (IW21)
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Maintenance Request (M1) Screen
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Malfunction Report (M2) Screen
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Activity Report (M3) Screen
Planner Group
Functional Location
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Create M1 Notification (Maintenance
Request)
 Create a Maintenance Request for an activity with
no malfunction involved (example: installation,
improvement, etc.).
 Transaction: IW21
 Practice Data
 Notification Type: M1
 Short Text: _______________/ Long Text: _____________________
 Planner group: _______
 Reported by: _________
 Required start : __/__/__/ Required end : __/__/__
 Priority : Change Weekly Plan
 FuncLoc : ____________/ Equipment : ____________
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Create M2 Notification (Malfunction
Report)
 Create a Malfunction Report for an activity that
involves correction of equipment malfunction
(example: repair, major rehabilitation etc.).
 Practice Data
 Notification Type: M2
 Planner group: _______
 Reported by: _________
 Priority : Change Daily Plan
 Malfunction start : __/__/__ / Malfunction end : __/__/__
 Object part: ______/ Symptom: _______ / Cause code: _______
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Create,
Release
Work
Work Order
Order Work Order Work Order Work Order
1.1.Corrective
CorrectiveOrders
OrdersProcess
Process
Order Type “PM01”
2.2.Preventive
PreventiveOrder
OrderProcess
Process Order Type “PM02”
3.3.Refurbishment
RefurbishmentProcess
4.4.Investment
InvestmentOrders
OrdersProcess
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Corrective Order
 A Corrective Order (PM01) is a type of Work

Order used for activities that involve the
maintenance of a piece or part of equipment
that has failed its function.
 Most often, this means repair or replacement
of the equipment or maintenance object
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Corrective Order Process Flow
Completion
Confirmations
Materials, Work Order
Work Center Print Work
Services, Costs
Capacities Work Order Service Entry Completion
Work Centers Completion
Sheets

Work Center
Load
Settlement
Reservations
Withdraw Work Order To Close
MM Actual Costs
Materials Cost Center Notification
Purch Reqs
(FI/CO)
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Create Work Order form Notification (IW22)
Click Create Icon or use

menu function as below
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Create Work Order Directly (IW31)
System will show the

Warranty Check message,
If that Equipment will be in
warranty period
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Create Work Order Directly (Cont.)
System will
automatically create
Notification, when
Wok Order is saved.
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Cancel Work Order
System Status will be
changed from CRTD to be
CLSD (Closed) and NCMP
(Not Completed)
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Issue Permits
Click Permit Icon or use Menu
Function: Goto -> Permits...
Check the chosen Permit box

and fill the Approval name
and then click Issue button
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Availability Checking
Stock Material-Procedure
Component
Assignment
Material
reservation
Availability
check Order
release
Print
Out
Automatic
availability
check Goods
Issue
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Non-Stock Item Process
Non Stock Material-Procedure (max = 0 min = 0)
Component
Assignment
Purchase
requisition
Purchase
Order
Goods
receipt
Invoice
receipt
Goods
Issue
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External Service Process
External Services-Procedure (Control Key –
PM03)
Text
Text desc.
description
Purchase
requisition
Purchase
Order
Service
Acceptance
Goods
receipt
Invoice
receipt
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Resource Planning (Operation View)
Select Control Key for each Operation:

PM01 – Internal Activity Duration of
PM03 – External Activity with service Maintenance Work
entry sheet
Number of
Select Work Center Staff / Worker
for each Operation
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Resource Planning w/ control key PM03
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Resource Planning (Component View)
Item Category:
L – for Stock Item
N – For Non-Stock
Item
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Release Work Order
Order Release
Reservation effective, can be withdr
awn
Purchase requisition created
Shop papers can be printed
Confirmation possible
Goods movement possible
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Release & Print Out Work Order
Click Release Icon or use
Menu Function:
1. Order -> Function ->
Release
2. Order -> Function -> Put in
Process
System will show the option for
print out as the below
System will show the Error

Message, if Order have not
been issued Permit yet.
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Print Work Order by Order List (IW38)
Select the required Order and go to the Menu:
Goto -> Print Order
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Settlement Rule
To check the Settlement Rule by using menu function: Goto -> Settlement Rule
Settlement will be defined automatically when Work Order is released.

Just fill up the Functional
PM01, PM02 – Settled to Cost Center (Automatic) Location or Material
PM04 – Settled to Material (Automatic) correctly – do not fill
PM06 – Settled to AuC (Manual) Up the Settlement Rule
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Maintenance Order Costing
Click Determine Cost
Icon for Cost Calculation
Click Report
Planned/Actual for
Cost detail information
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Convert Notification to Maintenance
Order
 Convert an existing M1 or M2 Notification into a
Maintenance Order.
 Transaction: IW22  Then Click “Create Order”
 Practice Data
 OrderType: PM01 (Corrective Order)
 Planner group: _______/ Main Work Center: _____________
 Basic start : __/__/__ / Basic Finish : __/__/__
 Operations
- Internal work (PM01)/ External Work (PM03)
 Components
- Stock (L)/ Non-stock (N)
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Create a Maintenance Order
 Create a Maintenance Order directly for a repair
work.
 Practice Data
 OrderType: PM01 (Corrective Order)
 Planner group: _______/ Main Work Center: _____________
 Basic start : __/__/__ / Basic Finish : __/__/__
 Operations
- Internal work (PM01)/ External Work (PM03)
 Components
- Stock (L)/ Non-stock (N)
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Release & print Maintenance Order
 Release and print the shop papers for a
Maintenance Order.
 Practice Data
 Order No: ____________
 Click the “Release” button. Then save the Order.
 Run IW32 again.
 Click the “Print” button.
- Work Order Print-out generated.
- Pick List generated.
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Maintenance Capacity Planning
Capacity Leveling
For jobs
… and for people
RequirementAvailable Free RequirementAvailable Free
Balancing and Reschedule / Move to another work center
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Scheduling & Capacity Leveling
Process Flow
Orders from Daily/ Weekly Plans
Notifications in Excel
Daily/ Weekly Maint Plan
Capacity Leveling/
PM Download Plan
Dispatching
PMRs Routines To Excel Format
(CM34)
Planned
Orders Maintenance Plans are finalized during Capacity
Leveling or Order Dispatching, done by
Maintenance Planners.
BACK
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Planning Table-Graphically (CM33)
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Planning Table-Tabular (CM34)
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Create,
Release
Work
Work Order
1.1.Corrective
CorrectiveOrders
OrdersProcess
Process
2.2.Preventive
PreventiveOrder
OrderProcess
3.3.Refurbishment
4.4.Investment
InvestmentOrders
OrdersProcess
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Preventive Maintenance Order
 The Preventive Maintenance orders

(PM02) are used for Preventive
Maintenance Routines (PMR’s).
 These can be set-up in the system to be
PMR automatically generated.
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Preventive Order Process Flow
Completion
Confirmations
Work Centers, Work Order
Work Center Print Work
Services, Costs
Capacities Work Order Service Entry Completion
Materials Completion
Sheets
Auto-Create,
Setup Feedback Technically Business
Release Schedule Execute
Preventive On Complete Complete
Preventive Work Order Work
Maint System Work Order Work Order Work Order
Order
Work Center
Load
Settlement
Reservations
Withdraw Work Order To
MM Actual Costs
Materials Cost Center
Purch Reqs
(FI/CO)
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Measuring Document (IK11/ IK12/ IK13)
To record the Counter

Reading Number
To record the
Difference Number
between current and
previous counter reading
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Create,
Release
Work
Work Order
1.1.Corrective
CorrectiveOrders
OrdersProcess
Process
2.2.Preventive
PreventiveOrder
OrderProcess
3.3.Refurbishment
4.4.Investment
InvestmentOrders
OrdersProcess
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Refurbishment Order
 The Refurbishment Order (PM04)

deals with the repair or
reconditioning of equipment parts
outside the process line,whose
value changes into a usable spare
after its refurbishment.
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Refurbishment Order Process Flow
Refurbished
Matl GR
Materials,
Valuation Types Completion Work Order
Services, Work Center Print Confirmations
Work
Costs
Work Centers Capacities Work Order Completion
Completion
Service Entry
Sheets

Work Center
Load
Settlement
Reservations
Withdraw Work Order To
MM Actual Costs
Materials Material
Purch Reqs
(FI/CO)
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Create Refurbishment Order (IW81)
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Refurbishment Order (Component View)
Item 0000 is repaired Spare Part (Valuation Type 3-Defect)

Item 0010 is Spare Part use for repairing (no Valuation Type)
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Create,
Release
Work
Work Order
1.1.Corrective
CorrectiveOrders
OrdersProcess
Process
2.2.Preventive
PreventiveOrder
OrderProcess
3.3.Refurbishment
4.4.Investment
InvestmentOrders
OrdersProcess
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Investment Order
 Investment Orders (PM06) or CAPEX are typically

created for maintenance activities which will result
in the commissioning of an asset or similar
improvement projects and the costs are settled
onto the asset under construction (AuC)
 All PM06 should be in accordance to HARP
definitions
 Normally, budget will be entered for Investment
Orders.
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Investment Order Process Flow
Work
Approved Work Order
Capex
Materials, Print Service Entry Completion,
Costs
Services Work Order Sheets Final Asset
Budget Completion
Creation
Upload/
Prepare Feedback Technically Business
Create Release Execute
Work Order On Complete Complete
Investment Work Order Work
Estimates Work Order Work Order Work Order
Order
Settlement
Reservations Work Order,
Withdraw To
MM AuC
Materials Actual Costs Asset
Purch Reqs
(FI/CO)
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Create Investment Order (IW31)
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Q&A
Q&A
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PM03 - PM Work Order Process

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Plant Maintenance

PM03 – PM Work Order

 To know in detail how PM Notifications are

 To familiarize users with Work Order Types

 To familiarize users with the Work Order

 Work Order Business Process Flow

 Work Order Elements

 Work Order Functionalities

The Work Order Process Flow

Create, Feedback Technically Business

 Maintenance Orders are created using the notification

 Downtime Notifications are created by the control

Combining maintenance Maintenance

Raising an order with

The Work Order Process Flow

 A Corrective Order (PM01) is a type of Work

Create, Feedback Technically Business

Click Create Icon or use

System will show the

Check the chosen Permit box

Select Control Key for each Operation:

System will show the Error

Settlement will be defined automatically when Work Order is released.

… and for people

RequirementAvailable Free RequirementAvailable Free

Balancing and Reschedule / Move to another work center

Orders from Daily/ Weekly Plans

The Work Order Process Flow

 The Preventive Maintenance orders

To record the Counter

The Work Order Process Flow

 The Refurbishment Order (PM04)

Create, Feedback Technically Business

Item 0000 is repaired Spare Part (Valuation Type 3-Defect)

The Work Order Process Flow

 Investment Orders (PM06) or CAPEX are typically

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