25
Organization: Worlds Window Group Date: 11.10.2012 Project: Project Udaan Created by: Mahesh Rai Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager) Title: User Manual In PM Version No: 2.0 Page 1 of 25 End User Training Manual PM Module Page 1 of 25 End User Service Entry Sheet Training Manual Table of Contents 1. Process overview.…...…………………………………………………………………………………………………….2 2. Organization elements………..…………………………………………………………………………………………2 3. Menu Path / Transaction Code ………………………………………………………………………………………3 4. Screen flow ……………………………………………………………………………………………………………..…..4 5. Create the Maintenance Order ………………………………………………………………………………..…….6 6. Steps of Maintenance Order ………………………………………………………………………………..…………6 7. Sample of Material pick list …………………………………………………………………………………………….9 8. Standard Reports………………….…………………………………………………………………………………………9 9. Service Entry Sheet …………………………………………………………………………………………………………10

End User Service Entry Sheet Training Manual_PM WWG

Embed Size (px)

Citation preview

Page 1: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 1 of 25

End User Training Manual – PM Module Page 1 of 25

End User Service Entry Sheet Training Manual

Table of Contents

1. Process overview.…...…………………………………………………………………………………………………….2

2. Organization elements………..…………………………………………………………………………………………2

3. Menu Path / Transaction Code ………………………………………………………………………………………3

4. Screen flow ……………………………………………………………………………………………………………..…..4

5. Create the Maintenance Order ………………………………………………………………………………..…….6

6. Steps of Maintenance Order ………………………………………………………………………………..…………6

7. Sample of Material pick list …………………………………………………………………………………………….9

8. Standard Reports………………….…………………………………………………………………………………………9

9. Service Entry Sheet …………………………………………………………………………………………………………10

Page 2: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 2 of 25

End User Training Manual – PM Module Page 2 of 25

1. Process overview This process is applicable for General Maintenance process for initiating maintenance Orders and SES in system. The Maintenance Order Issued will help to keep the history of all events connected to maintenance activities.

2. Organization elements Organization elements are building blocks of SAP. Each module within SAP has its own organization elements. PM module has following organization elements.

Plant: An organizational unit for dividing an enterprise according to production, procurement, maintenance, and materials planning. A place where materials are produced, or goods and services are provided.

At WWG following Plants are used:

Code Description Usage

2002 Alubond Ent. (I) Pvt. Ltd.

2003 Alstrong Ent. (I) Pvt. Ltd. Unit-I

2005 Alstrong Ent. (I) Pvt. Ltd. Unit-II In Sambha Plant

Page 3: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 3 of 25

End User Training Manual – PM Module Page 3 of 25

3. Menu Path / Transaction Code: T-Code Description Usage

IW31 Maintenance Order for Notification of various TYPES of maintenance activity by respective departmental HOD.

The maintenance order is issued on the Notifications for Various types of maintenance i.e. general corrective maintenance, Break down, Preventive, & Shut down Maintenance, Civil auto mobile etc.

IW32

The status of Order is changed (to execute the jobs) by the concerned HODs.

The status of Order issued is changed to execute the jobs and put in to process for maintenance Activity. The Order enables the department to get issued the spares and consumable from Stores.

IW33 The status of Order is displayed by this transaction.

The status of order is seen on screen as DISPLAY only. No change in the order is allowed while on Display mode

IW39

List of Maintenance Order can be viewed for information in various formats and its status can be seen by selecting individually.

List of Orders which are 'in process', 'Outstanding' and 'Completed' as selected can be viewed for information in various formats and its status can be seen by selecting individually.

Page 4: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 4 of 25

End User Training Manual – PM Module Page 4 of 25

4. Screen flow: 1. How to Log on:

The User will LOG ON to the SAP System by the user name and password provided. This is similar to login. to any other system for Email ID. Etc. The password can be changed by the user as and when required. After the user log on to the SAP system the new screen appears. This is called SAP Easy Access screen. This Initial screen allows user to use short cut by T-code access or by navigating SAP menu as similar to any micro soft windows explorer screen on computer.

2. Access to SAP Screen:

Password is

entered here

Password can be changed by

using this button

T-Code is put

here for access

to SAP Menu

Page 5: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 5 of 25

End User Training Manual – PM Module Page 5 of 25

After the pressing Enter button, following screen will be displayed; The Plant maintenance is for PM module in this Orders are made.

SAP Navigation by

exploring the SAP

Menu to Logistics

Short cut

transactions by

using T-Codes

SAP Navigation by

exploring the SAP Menu

to Plant Maintenance

Create Order for all types

of Maintenance

Create Service Entry

Sheet for all maint.

services

Page 6: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 6 of 25

End User Training Manual – PM Module Page 6 of 25

5. Create the Maintenance Order:

7. Steps of Maintenance Order: - Maintenance Order is made when the Men, material or services

are required to complete the maintenance activity.

1. The maintenance order is created directly. All important information is captured internally.

2. Estimated cost, maintenance activity type etc is filled.

3. Order is saved.

4. The maintenance Order is created with the number comes up on the screen with the massage.

5. The T- code IW32 is used to change the Order.

6. Plan operation, Plan Material etc.

7. Plan External Services If required, by control key PM03

8. Assign the internal employees names for each operation by using enhancement key.

Page 7: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 7 of 25

End User Training Manual – PM Module Page 7 of 25

9. Decide whether material Purchase Requisition is required or not.

10. PR is created by T-Code ME51N.

11. Set user status of Order Planning Done

12. Save the maintenance Order.

13. Confirm the dated of execution. Basic date & basic finish date.

14. Status scheduling done, save.

15. Approve /release the Order. (Green flag.)

16. Print the material pick list.

17. Goods are issued by store against the order.

18. Service PR is generated automatically. Release the PR. Purchase department issues the PO.

19. Set user status to work in progress and permit taken check.

20. Set status APPV done.

21. Confirm maintenance operation IW41 with deviation, this field is mandatory.

22. Go to notification for technical completion up date notification.

23. Catalog up date, malfunction start - end for actual down time.

24. Enter technically inspected by.

25. Save.

26. TECO maintenance order. IW32.

27. Settlement of maintenance Order.

28. Invoice verification for external service's ML81n Service entry sheet.

29. Order Completed. Stop.

Page 8: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 8 of 25

End User Training Manual – PM Module Page 8 of 25

Equipment number

Page 9: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 9 of 25

End User Training Manual – PM Module Page 9 of 25

8. Sample of Material pick list :

9. Standard Reports :

IW 39 All types of Orders Issued in different formats.

a. The T-Code ML81n is used to fill up the service entry sheet. b. This function is to clear the invoice raised by vendor against the job done as external services

hired. c. The user fills the actual working hours or activity unit performed by the vendor. d. The amount is entered accordingly.

Page 10: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 10 of 25

End User Training Manual – PM Module Page 10 of 25

10. Service Entry Sheet:-

Firstly — SAP External Service Management (ESM) must not be confused with SAP Service Management

(SM). ESM is the procurement of services. SM is to provide services to a client.

With External Services, you have a PO for services with Goods Receipt taking place. The Goods Receipt is

called Service Entries. In contrast with goods (stock or non stock) where receiving is typically done by the

inventory management group, the Service Entries are done by business themselves. The logic is that the

business generated the request for the service that is where it was done, it will be best if they do

confirmation that service took place.

Lets look at the traditional SAP purchasing cycle vs SAP purchasing cycle for External Services.

When we used external service for maintenance job then Ist create the maintenance order and go to

operation Tab

1. Select Control Key

PM03 Plant maintenance-External (services) then after click on continue button or press Enter key

Page 11: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 11 of 25

End User Training Manual – PM Module Page 11 of 25

Now Select Operation Line Item and click on External Tab then one following window will open as per below………………………….

Page 12: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 12 of 25

End User Training Manual – PM Module Page 12 of 25

Now give the detail as per job

1. Material Group For Electrical Maintenance For Mechanical Maintenance For Utility Service For IT Service

Page 13: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 13 of 25

End User Training Manual – PM Module Page 13 of 25

Page 14: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 14 of 25

End User Training Manual – PM Module Page 14 of 25

2. Purchasing Group 160- Alstrong Unit –II (SAMBA) 106 – Alstrong Unit – I ( BARI BRAHMAN) 104 - Alubond

Page 15: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 15 of 25

End User Training Manual – PM Module Page 15 of 25

3. Purchasing Organisation For Plant - 2000 – Decentralise For HO – 1000 - Centralise

4. Select Service No. (Activity No.) as per suitable job and requirement Qnty. , Gross Price and Cost Element

Page 16: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 16 of 25

End User Training Manual – PM Module Page 16 of 25

Page 17: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 17 of 25

End User Training Manual – PM Module Page 17 of 25

5. Select Cost Element

The big difference is that the item category is D (services) is used. For the item, detail Service to be

performed can be specified. The receiving is a 2 step process. Create and then Accept Service Entry

Sheet

Note:-

Lets step through the process change the maintenance order user status and release order.

Then after re-open the maintenance order in change mode and go to operation tab (External)

Select here Act. Data Tab

Look here in Purchasing

Requisition No.

Now send the Requisition No. for Releasing

(This is a service Purchase Requisition No. (Service PR) )

Page 18: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 18 of 25

End User Training Manual – PM Module Page 18 of 25

Lets step through the process and look at the documents. The steps are

Step 1 – Automatic System generate Service Purchase Requisition

Step 2 – Convert to Purchase Order

Step 3a – Service Entry Sheet

Step 3b – Acceptance of Service Entry Sheet

Step 4 – Invoice and payment (not shown here)

Page 19: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 19 of 25

End User Training Manual – PM Module Page 19 of 25

Step 1 – Automatic System Generate Service Purchase Requisition

What makes the PR a ESM PR is the Item category. For goods it is blank. For ESM it is D (Service). if the

item category D is selected, it is mandatory to provide the account assignment.

Step 2 – Convert to Purchase Order The PR is converted to a PO. If me59 (automatic creation of PO) is used, the Material Group must also be

entered in the selection criteria, otherwise it doesn’t work.

Page 20: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 20 of 25

End User Training Manual – PM Module Page 20 of 25

Step 3a – Service Entry Sheet

Page 21: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 21 of 25

End User Training Manual – PM Module Page 21 of 25

Now, click on Create Entry Sheet (Shift+F1)

Click here for Service

PO then one POP Up

window will Open

Post here Service

PO No.

Page 22: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 22 of 25

End User Training Manual – PM Module Page 22 of 25

Write here Invoice

No. & date

Click Basic data &

Give the Service

location name

Copied Service No.,

Quantity and Gross Price

from Service PO

Page 23: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 23 of 25

End User Training Manual – PM Module Page 23 of 25

Click on Accept

Data Tab and give

the Posting Date

Click on Value Tab

and Check the

Service Net Value's

Page 24: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 24 of 25

End User Training Manual – PM Module Page 24 of 25

Step 3b – Acceptance of Service Entry Sheet This is the equivalent of a Goods Receipt. The result of accepting a SES will be a material document with movement type 101 (GR against PO). Depending of process the SES can be created and Accepted by different people. Typically the acceptance is done by a more senior person.

Click on Green

Flag and Release

the Entry Sheet

Page 25: End User Service Entry Sheet Training Manual_PM WWG

Organization: Worlds Window Group Date: 11.10.2012

Project: Project Udaan Created by: Mahesh Rai

Team: Plant Maintenance Review by: Mr. Tinkle Goyal (Sr. Project Manager)

Title: User Manual In PM Version No: 2.0 Page 25 of 25

End User Training Manual – PM Module Page 25 of 25

Note: A traffic light indicate the status of the SES Red = Not yet accepted — only SES Yellow = Accepted but still to be saved Green = accepted and saved Additional notes on External Service Management Release procedure and SES Release procedures can be build in PR, PO and Service Entry Sheets. (Also possible on Outline Agreements and RFQ’s) Service Outlines The services in the PR / PO can be specified in a hierarchy. Outline Agreement (Contracts) Services specified in PR / PO as well as Unplanned Services entered in SES can be pulled from a contract (Outline Agreement). Service masters & Service Conditions The services can either be free text or Services Masters (similar to material masters for goods). The prices for these services are stored in Service Conditions. Lots of SAP customers start using ESM without Service Masters. And even if Service Masters are used, one do not need to use Service Conditions. Account Assignment U Under special cases (if allowed), an account assignment U (Unknown) can be selected when creating the

PR / PO. In this case the correct account assignment category must be provided when the service entry

sheet is created.

Right Click on

Yellow Traffic

Light and Save

and Accept Entry

Sheet.