Year End Activities - SAP PM

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  • Generated by Jive on 2015-08-27+02:001

    Year end activities for SAP PM

    It is often a business requirement from SAP PM point of view to perform the month end and year end closingactivities. Some are the below points I would like to share with you to benefit all our community

    Month end activities:

    1. The MM posting period for the current month is closed and the subsequent period is opened2. The FI & CO posting period for the current month is closed and the subsequent period is opened3. The maintenance overhead cost (if any) for the maintenance orders for the current month posting is

    calculated and posted against individual orders4. The maintenance orders cost is settled to the relevant settlement cost center maintained in the orders5. In some companies (the man power and over head costs) are reversed and reposted based on the

    business requirement.

    Year end activities:

    A. Action required:

    1. Activiation of fiscal year version to the subsequent year2. Review activity type rates and extend to the subsequent year3. Do the overhead cost calculation4. Settle the maintenance order unsettled cost with in the fiscal year5. Reschedule maintenance plans if required (Weekly plans)6. Reevaluate annual estimates for measuring points and update accordingly7. In some business there would be process relocation. In this case based on the new location the cost

    centers has to be updated and for existing functional locations and equipments also may require updateof cost centers if any

    8. The main work center may require update when the equipment is dismantled and installed in differentlocation

    9. Additional specification updated may require in functional locations and equipment10.Review and update the work centers, work center capacity and hours of working11.If required perform the master data clean up especially for the know issues12.Based on the business policy, archive the master and transaction data which will improve the system

    response time

    B. Review required:

    1. Review annual maintenance contracts2. Review the maintenance tasks in the task list3. Review the task duration, man hours and number of people required per operation4. Review the existance and suitability of the spares (Material master)5. Review the appropriateness of the spares in BOM6. Review the suitability of BOM7. Review the spares installed quantity by reviewing the number of assemblies

  • Year end activities for SAP PM

    Generated by Jive on 2015-08-27+02:002

    8. Review the warranty details in equipment

    If experts feel to add some more points, you are most welcome !