PM Maintenance Orders
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`Version
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`SAP-00005683
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`Version
`Prepared for R/3 Release 2.2.
`May 94
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`SAP-00005684
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`

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`Copyrights
`
`@1994 SAP AG. All rights reserved.
`Neither this documentation nor any part of it may be copied or reproduced in any form or by any
`means or translated into another language, without the prior consent of SAP AG.
`SAP AG makes no warranties or represenations with respect to the content hereof and specifically
`disclaims any implied warranties of merchantability or fitness for any particular purpose. SAP AG
`assumes no responsibility for any errors that may appear in this document. The information
`contained in this document is subject to change without notice. SAP AG reserves the right to
`make any such changes without obligation to notify any person of such revision or changes. SAP
`AG makes no commitment to keep the information contained herein up to date.
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`Introduction to Maintenance Orders
`
`This guide deals with the maintenance order, the essential element in the planning and processing
`of maintenance tasks.
`This section
`¯ provides an overview of the processing of maintenance tasks in the PM System
`¯ outlines the use and functions of the maintenance order
`¯ describes the structure of the maintenance order
`Note
`The short form "PM order" is often used for the term "maintenance order" in this guide.
`The short form "PM notification" is often used for the term "maintenance notification" in this guide.
`This section contains the following topics:
`P..r.o.~.e.s.sing..Main.te n a n.~.e..T.asks..in..the.P..M..~.y.s.te m
`Us.~..aod..Euo.~ti.ons...oLtb.a..Mak~ta~a~.a..Qr.d.e.r.
`.~.tr.u.~t.um.o.f..t h.e..M~iot.e.oao#.e...grd.er,
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`Processing Maintenance Tasks in the PM System
`
`Overview
`
`The PM System supports the entire area of plant maintenance in planning, processing and settling
`maintenance tasks. All tasks that must be carried out in the areas of plant maintenance can be
`entered, planned, checked and analyzed in the PM System. These include both tasks that are not
`planned or that are due to malfunction, regular maintenance and inspection measures.
`Maintenance processing in the PM System covers several levels which, however, need not
`necessarily be processed in full. Each company can determine ist own plant maintenance
`processing procedures, according to its requirements.
`
`Elements of Processing
`
`Maintenance processing for unplanned tasks consists of three essential elements:
`¯ maintenance notification
`- describes the condition of a technical object
`
`-
`
`reports a malfunction at a technical object
`
`requests maintenance tasks
`-
`¯ maintenance order
`- plans the execution of maintenance tasks
`
`- monitors the work progress
`
`- settles the costs for the maintenance task
`¯ maintenance history
`- stores the most important PM data on a long-term basis
`keeps this data available at all time for evaluations
`
`-
`
`Main Processing Steps
`
`The processing of unplanned maintenance tasks in the PM System can be subdivided into the
`following steps:
`1. Notification of a malfunction or a defect in a system or part of a system, in other words, a
`description of the system condition
`2. Requesting a maintenance task
`3. Creating the maintenance order and planning the task
`4. Releasing the maintenance order
`5. Executing the order
`6. Completing the task and confirming that the order has been completed
`7. Entering technical information such as findings, causes and downtimes
`8. Completing the maintenance notification and the maintenance order, storing the relevant data
`for evaluations and for planning future regular maintenance activities
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`The following diagram provides an overview of the main steps in the processing of unplanned
`maintenance tasks:
`Plant
`Malfunction, error
`Request
`Activity
`
`PM Plannin~l
`
`Createthe order
`Planningthetask
`-who
`-when, forhowlong
`-whatsteps
`
`Releasing the
`
`order®
`
`Requestinga
`
`task®
`
`PM Noti ficati on I
`I
`- what
`-when
`-where
`-technical
`information
`- breakdown
`
`PM Workshop
`
`~iecuti°n
`
`terial issue
`curing PRTs
`rksteps
`
`Completion
`
`etlon
`
`t~O ®nfirrnation
`I
`
`- resourcss
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`#Technical info rrnatio n
`
`- breakdown
`- causes
`-objectsaffected
`-aotiviti es
`
`®P
`
`M History
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`Which Steps Does this Manual Describe?
`
`Steps 1,2, 7 and 8 refer to the maintenance notification and are described in PM Maintenance
`Notifications.
`Steps 3, 4, 5 and 6 refer to the maintenance order and are described in this guide.
`
`Which Steps Are Carried out and by Whom?
`
`The person or the department reponsible for carrying out these steps, and the level of detail of the
`data that has to be entered for the individual steps varies depending on the organization of your
`company and in particular of your maintenance department.
`Regular maintenance tasks are described in detail in PM Maintenance Planning.
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`KUse and Functions of the Maintenance Order
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`Use of the Maintenance Order
`
`If a malfunction occurs at a technical object, maintenance tasks may have to be carried out to
`restore the ideal condition of the object. You request these tasks by means of a malfunction report.
`You can then create a maintenance order to plan these tasks in detail and monitor their processing.
`
`Functions of the Maintenance Order
`
`In the malfunction report, you describe the current condition of the technical object and, if
`necessary, request and roughly outline the maintenance tasks necessary; in the maintenance order
`you can describe the repairs required in greater detail.
`A wide range of functions is available for planning, carrying out and settling the order.
`
`Planning Functions
`
`When planning maintenance tasks, the following functions are available in the maintenance order:
`¯ You can schedule the tasks for one or more technical objects.
`¯ You can describe the tasks to be carried out in detail.
`¯ You can determine which work centers are to carry out the tasks.
`¯ You can describe the individual operations which are to be carried out in detail and specify the
`planned execution time and the number of persons involved.
`¯ You can plan materials, using object-specific bills of material if required.
`¯ You can determine the costs that will be incurred and their settlement.
`¯ You can use task lists for preparing the maintenance task.
`¯ You can have your own employees or an external company plan the tasks to be carried out.
`
`Processing Functions
`
`When carrying out the maintenance task and monitoring the work, the following functions are
`available in the maintenance order:
`¯ You can print shop papers for the maintenance order.
`¯ You can carry out planned or unplanned material withdrawals from the warehouse for the order.
`¯ You can enter completion confirmations which document the work progress.
`
`Settlement Functions
`
`You can settle the costs resulting from a maintenance task in one of the following four ways:
`¯ to a cost center
`¯ to a fixed asset
`¯ to a project
`¯ to another order
`
`Order Completion
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`Both the maintenance notification and the maintenance order are completed once the repairs that
`were requested have been carried out. The relevant data is entered in the history.
`
`Maintenance Notification Data
`
`The maintenance notification primarily contains data which describes the condition of the object or
`objects affected before, during and alter the task.
`
`Maintenance Order Data
`
`The maintenance order primarily contains data which describes the planning and execution of the
`necessary tasks for the object or objects affected.
`
`Link Between Maintenance Notification and Maintenance Order
`
`A maintenance order can be created for one or more maintenance notifications. You can also
`subsequently create a maintenance notification for an independent maintenance order, for example
`to enter machine breakdown data or system availability data with respect to work carried out on
`particular objects.
`When the maintenance notification and order are completed, existing links of this type are retained,
`so that the context of maintenance tasks can be traced back at any time.
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`Structure of the Maintenance Order
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`Overview
`
`A maintenance order is divided into the following groups of data:
`¯ header data
`¯
`location and account assignment data
`¯ object data
`¯
`settlement data
`¯ operation data
`¯
`component data
`The content and functions of these groups are briefly described below.
`
`Header Data
`
`Header data is information which is used to identify and manage the maintenance order and
`applies to the whole order. Header data is contained in the header of every maintenance order and
`comprises:
`¯ number, description and type of order
`¯
`schedule dates for order execution, priority of the task, allocation to a revision
`¯ administrative data:
`- name of the person who created and last changed the maintenance order
`- date of creation and last change
`¯ maintenance activity type
`¯
`regular maintenance data
`
`Location and Account Assignment Data
`
`The system copies the location data and the default account assignment from the master record of
`the reference object; this is then valid for the entire maintenance order:
`The location data provides information regarding the physical location within the company at
`which the functional location or the equipment is sited.
`The account assignment data specifies the account to which the maintenance costs are to be
`debited. It is proposed from the master record of the reference object and can be changed when
`you maintain the first settlement rule for the order.
`
`Object Data
`
`A maintenance order can refer to one or more objects, where the term "object" can mean
`¯
`functional locations
`¯ pieces of equipment
`¯ assemblies
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`¯ maintenance notifications
`You enter these objects in the object list.
`
`Costs and Settlement Data
`
`This data tells you
`¯ the planned and actual costs for this order
`¯ whether the costs are to be settled to a cost center, an asset, an order or a project
`
`Operation Data
`
`Using operations, you describe the work to be done when carrying out the maintenance order.
`Operations can be subdivided into sub-operations.
`
`Data that is Contained in Operations and Sub-operations
`
`The following data is contained in both operations and sub-operations:
`¯ General data
`This includes, for example, the text description of the work to be carried out, the work center that
`is to carry out the work and the operating condition of the object while the work is being carried
`out.
`¯ Standard values
`This includes data that refers to the type of work to be carried out, the amount of work and the
`time required.
`¯ Wage data
`This data refers to the qualification of the persons carrying out the work and their wage.
`¯ External processing data
`This data is specified if an operation is to be carried out by an external company.
`
`Data that is only Contained in Operations
`
`Operations contain data relevant to scheduling. This basically includes
`¯ the length of the operation
`¯ date parameters
`
`Data that is only Contained in Suboperations
`
`Since sub-operations are not scheduled using the scheduling function, they only contain the
`intervals relative to the start and end dates of the operation to which they belong for the tasks they
`describe.
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`Creating and Planning a Maintenance Order
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`This section describes the creation and planning stage of the maintenance order. Since each
`company determines individually who may enter which type of data and at what time, the procedure
`described below may differ slightly from that followed in your company.
`The creation and planning stage comprises the following steps:
`¯
`creating a maintenance order
`¯ using the object list
`¯
`carrying out work scheduling
`¯
`costing the maintenance order
`¯ determining account assignment
`¯
`scheduling the maintenance order
`¯
`releasing the maintenance order
`This section contains the following topics:
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`Creating a Maintenance Order
`
`Overview
`
`You can create a maintenance order in one of the following four ways:
`A for a maintenance notification, in order to plan the maintenance tasks requested
`B directly from a maintenance notification, in order to plan the maintenance tasks requested
`immediately
`C directly as an independent order, initially without connection to a malfunction report
`D automatically from a maintenance plan
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`®
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`Maint.
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`®
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`®
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`~aint.
`,quired
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`Maintenance
`plan
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`a uto m at io
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`PMOrder
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`PMOrder
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`IPMOrder I
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`PMOrder I
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`Creating a Maintenance Order for a Maintenance Notification
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`If maintenance tasks are requested in a maintenance notification for one or more technical objects,
`the maintenance planner determines whether the tasks requested are to be planned and carried
`out using a maintenance order. If so, he or she creates a maintenance order for the notification.
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`The reference object specified in the maintenance notification automatically becomes the reference
`object of the order.
`
`Example
`
`An employee in production reports a damage to equipment 100001234 by entering a malfunction
`report into the system. The maintenance planner decides to plan and carry out the repairs using a
`maintenance order and creates a maintenance order for the notification.
`In the course of planning, he allocates three further malfunction reports to the maintenance order,
`which include requests for similar tasks. Equipment 100001234 from the first maintenance
`notification remains the reference object in the maintenance order. The object list contains the first
`maintenance notification for which the maintenance order was created as well as the three further
`maintenance notifications which were subsequently allocated to the maintenance order.
`
`Procedure
`
`To create a maintenance order for a maintenance notification, proceed as follows:
`
`.
`
`From the initial screen, select the menu options Logistics --> Plant maintenance -~ PM
`processing --> Orders --> Create/notification.
`You see the screen Create PM Order for PM Notification: Initial Screen.
`2. Specify the order type and the number of the maintenance notification for which you want to
`create a maintenance order. Press ENTER.
`You obtain the header data screen of the new maintenance order. The system has already
`entered the reference object of the maintenance notification as the reference object of the
`mainten-ance order and copied other data such as the text, maintenance planning group and
`start/end dates.
`3. Enter any further relevant header data and check the data copied from the notification.
`4. Save the maintenance order.
`
`Creating a Maintenance Order Directly from a Maintenance Notification
`
`In particularly urgent cases, you can create a maintenance order directly from the maintenance
`notification, in order to be able to proceed immediately with planning the maintenance tasks
`necessary.
`
`Example
`
`The maintenance planner responsible checks the newly-created PM notifications outstanding in the
`system. A maintenance task needs to be planned and carried out immediately for one of the
`notifications. The maintenance planner therefore creates a maintenance order directly from the
`maintenance notification which he or she has selected in the change modus.
`
`Procedure
`
`Proceed as follows to create a maintenance order directly from a maintenance notification:
`
`1. Select Logistics -~ Plant maintenance --> PM processing in the initial screen and then select
`the desired maintenance notification type from the menu option Notifications to create a
`maintenance notification.
`2. Complete the screens of the PM notification as described in PM Maintenance Notifications.
`3. You now have two options:
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`A Save the PM notification and make a new selection with Notifications -~ Change.
`
`Select Notification -~ Functions -~ Order -~ Create... in the notification.
`Complete the pop-up window as required and press Continue.
`The system saves the PM notification and creates a PM order for it with a number which it
`displays in an online message.
`
`B Before saving the PM notification, select Notification --~ Functions -~ Order -~ Create ....
`Complete the pop-up window as required and then press Continue.
`The system saves the maintenance notification and creates a maintenance order, displaying
`the numbers of the PM notification and order in an online message.
`
`Creating an Independent Maintenance Order
`
`When a malfunction is detected at a technical object, an authorized employee can immediately
`create a maintenance order and plan the required maintenance tasks, without first having to create
`a malfunction report.
`
`Example
`
`An employee discovers a damage at a piece of equipment when a maintenance planner is present.
`The maintenance planner does not enter a malfunction report in the system, but instead
`immediately creates a maintenance order to plan the repair.
`Note
`The person creating the order can create a maintenance notification for this order at a later date, for
`example, in order to enter a damage description or a machine breakdown report within the order
`itself.
`
`Procedure
`
`Proceed as follows to create an independent maintenance order:
`
`1. From the initial screen select the menu options Logistics -~ Plant maintenance --> PM
`processing -~ Orders --~ Create.
`You see the screen Create PM Order: Initial Screen.
`2. Complete the screen according to your requirements and press ENTER.
`You see the screen Create PM Order: Central Header.
`3. If you entered a specific object for the new maintenance order, for example, a functional location
`or piece of equipment, this is the reference object of the new maintenance order. The system
`completes some of the header data fields with data from the object master record. Check the
`data and complete any other relevant fields.
`4. If you need more lines for the description than are available in the short text, call up the long text
`editor with Header -~ Long text.
`This takes you to the long text editor screen where you can create a long text using the
`SAPscript functions for the order header. Save the long text and return to the header data
`screen with Goto -~ Back.
`5. Save the maintenance order.
`
`Creating a Maintenance Order Automatically from a Maintenance Plan
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`In regular maintenance where you are using maintenance plans, maintenance orders are
`automatically created at regular intervals from scheduled maintenance plans.
`For information on how to create maintenance orders automatically from maintenance plans,
`please refer to PM Maintenance Planning.
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`Using the Object List
`
`Overview
`
`The object list is a central part of the maintenance order. You use it to establish a link between the
`maintenance order and the technical objects or maintenance notifications to which the order
`applies.
`
`What is the Object List Used for?
`
`When you create a maintenance order, you first refer directly to a particular technical object or
`maintenance notification:
`¯
`If you specify a technical object, this is the reference object for the maintenance order.
`¯
`If you specify a maintenance notification, the system copies the reference object of the
`notification as the reference object of the maintenance order.
`Using the object list, you can allocate further technical objects or maintenance notifications to the
`maintenance order:
`
`~.~ IMalfunction report
`
`INo.10000000222
`IEquipment 05P1234
`
`I Reference object:
`
`PM Order
`N o. 100234
`Reference object:
`Equipment 05P1234
`
`I
`
`[
`
`Object List
`- Malfunctn report
`No. 10000000222
`- Equipment
`06P4321
`- Equipment
`07P9876
`
`further
`allocation 8
`
`Selecting the Object List
`
`Proceed as follows to select the object list of a maintenance order and enter objects in it:
`
`1. Select the required maintenance order from the PM Processing screen with Orders -~ Change
`or Orders -~ List editing --~ Change.
`
`2. In the header data screen of the maintenance order, select Goto--~ Objectlist.
`You see the screen Maintain Object List: Object List in Order.
`
`Rules for Object List Entries
`
`When entering technical objects or maintenance notifications in the object list, you need to consider
`the following rule:
`Rules for Object List Entries
`If you then
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`enter a maintenance
`notification
`
`enter a piece of equipment
`
`enter a functional location
`
`the system displays the reference
`object of the maintenance notifica-
`tion in the further fields of the list
`section. If this is a piece of equip-
`ment, the functional location at
`which it is installed is also
`displayed.
`These specifications are not ready
`for input.
`the system displays the functional
`location at which it is installed.
`This specification is not ready for
`input. If the equipment is not
`installed, the field for the func-
`tional location is left blank.
`the system does not display any
`further data for the functional
`location.
`
`Entering Objects and Exiting the List
`
`After you have selected the object list, proceed as follows:
`1. Enter the technical objects and the maintenance notifications that you want to allocate to the
`maintenance order in the list. Enter each object and notification in a separate block of the list.
`2. If you want to enter more objects than there are blocks displayed on the screen, select for new
`entries Edit--> New lines --~ New lines.
`
`3. To exit the object list, select Goto --> Back.
`You see the header data screen of the maintenance order.
`4. Save the changes to the maintenance order.
`Note
`If objects have already been entered in the object list, you can add further objects by selecting Edit
`--~ New lines --> <new line requested> in the object list screen.
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`Carrying out Work Scheduling
`
`Overview
`
`The maintenance tasks that are to be carried out at a technical object often require detailed
`advance planning, in order to reduce the time when the object is not available for production to a
`minimum. Planning a maintenance task as precisely as possible enables employees to carry it out
`in a specific and efficient manner. This is extremely important in the case of objects which cause a
`bottleneck when they are out of order and could lead to a shutdown.
`
`Using Operations
`
`To schedule the work to be carried out, you use the operations and sub-operations in the
`maintenance order to describe the individual steps.
`You can plan at different levels of detail depending on the type of maintenance order and the extent
`of the work planned.
`A
`Short orders without detailed planning (fast entry)
`For these orders, you can enter data in the lower section of the header data screen for an
`operation without further screen changes as of Release 2.1 b.
`Extensive orders without detailed planning
`Use the operation overview for these orders. Using this overview, you can enter as many
`operations as required in list form.
`
`B
`
`C
`
`Select the operation overview from the header data screen with Goto --> Operation overview.
`Short or extensive orders with detailed planning
`Use the operation overview as well as the operation detail screens for these orders. Use these
`screens as required if you wish to enter the following data:
`For detailed information on internal processing, use the screen Internal Processing
`Operation.
`For detailed information on external processing, use the screen External Processing
`Operation.
`- For detailed information on the dates of an operation, use the screen Operation Dates.
`Note
`If you initially created and saved an order with just header data and no operation, the system
`automatically creates a first operation for the order header when saving, which contains the same
`data as the order header. You can change it as required.
`
`Using Sub-operations
`
`If several work centers have to be used to process an operation, it is possible to divide up the
`operations into sub-operations. For each sub-operation you can plan another work center which is
`involved in carrying out the operation. The operation itself can contain a work center which, for
`example, coordinates the work centers in the sub-operations.
`You can carry out capacity planning for the work centers in sub-operations. However, you cannot
`schedule sub-operations independently, since scheduling is carried out at operation level.
`You create sub-operations in the same way as operations in the operation list and you have to
`specify in addition the number of the operation to which they are allocated.
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`Steps in Work Scheduling
`
`Work scheduling includes the following steps that can be carried out for the individual operations.
`You can
`¯
`specify an assembly
`¯ describe the work steps
`¯ allocate work centers
`¯
`specify a control key
`¯ dispatch material
`You can enter the data for work scheduling at the time of creating the maintenance order, or save
`the order first after entering the header data and select it again later.
`
`Specifying an Assembly
`
`You can specify the assembly of the technical reference object at which the work described is to be
`carried out for each operation and sub-operation. You make the entry in the appropriate detail
`screen:
`1. Select the maintenance order and display the operation overview.
`2. Select the operations for which you wish to enter an assembly.
`3. Select
`
`- Operation --> Internalprocessing for internal processing of the operation
`
`- Operation --> External processing for external processing of the operation
`You see the detail screen for the first operation selected.
`Enter the assembly in the appropriate field.
`If you do not know the number of the assembly required, you can select it from the bill of
`material of the reference object. In the detail screen select
`
`.
`
`- Details --~ Assembly operation --~ Structure graphic for a graphic display
`
`- Details --~ Assembly operation --~ Structure list for a display in list form
`5. When you have entered the desired assembly for the first operation selected, go to the detail
`screen of the next operation selected with Operation --> Add. operations --> Next operation.
`
`6. When you have edited all the operations selected, select Goto --~ Back to return to the
`operation overview.
`7. Save the changes to the maintenance order.
`
`Describing Work Steps
`
`Each operation and sub-operation contains a text description of a single work step that is to be
`carried out.
`You can describe operations in the overview screen or in one of the detail screens. For orders that
`contain only a single operation, the header data screen contains an operation mask.
`You can enter text in three different ways:
`¯
`short text description
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`¯ descriptive text using the SAPscript editor
`¯ description using standard texts
`
`Describing an Operation Using a Short Text
`
`The short text line in the operation is the first line of the operation description. This line is usually
`long enough for describing the work to be carried out.
`
`Describing an Operation Using a Long Text
`
`In some cases, it is necessary to provide a detailed description of operations that are complicated
`or relevant for safety. The SAPscript long text editor is available for this.
`You access the editor as follows:
`1. Select the operation for which you want to enter a long text in the operation list.
`2. Select
`either
`
`the detail screen for the selected operation and
`Operation --> Long text
`or directly Operation --> Long text
`In both cases, you see the screen Change Operation Text: Operation <operation number>
`language <language key>.
`Enter the long text for the operation.
`
`.
`4.
`
`Save the long text and exit the long text screen with Goto --> Back to return to the operation
`detail screen or the operation list.
`For more information on SAPscript, see the hypertext structures STXD_ED (editor) and
`STXD_SF (style and layout set).
`
`Describing an Operation Using Standard Texts
`
`Certain operations and sub-operations will occur repeatedly in the same form in orders. It is
`therefore useful to use a standardized text description for them. Standard texts are available for
`this.
`Standard texts are predefined texts that are used as a reference for the operation description. You
`can edit them, reducing the amount of text you need to enter.
`Proceed as follows when you are using standard texts:
`
`.
`
`.
`
`Select the maintenance order. Select Goto --> Operation overview to access the operation
`overview screen.
`You can specify standard text keys in this screen or a detail screen of the required operation.
`Specify a standard text key for the required operation in the corresponding field and press
`ENTER.
`The system branches to the long text editor screen. If you have also entered a short text for the
`operation, this is displayed in the first line in the editor. The lines that follow display the standard
`text.
`Check the standard text and change it as required.
`
`.
`Save the final version of the text and return to the initial screen with Goto --> Back.
`4.
`5. Save the changes to the maintenance order.
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`You enter standard texts; for your system using the Customizing function. To do this, select Tools
`--~ Customizing --> Configuration --~ Logistics --> Plant maintenance --> PM planning --> Task lists
`--~ Operation data --> Standard text from the initial screen.
`
`Allocating Work Centers
`
`You have to specify who is to carry out each individual operation and sub-operation. In general,
`internal work centers such as "mechanics", "electricians" are used here. However, it is also
`possible to have individual operations carried out by external companies.
`You enter the work centers in the operation overview or the operation detail screens.
`If a main work center was entered in the master record of the reference object or in the order, the
`system proposes it as a default for the individual operations, but you can overwrite this if
`necessary.
`For more information on external processing, please refer to ~...M..a!ntenance Tasks to
`.E.xterna!..
`
`Specifying Control Keys
`
`You have to enter a control key in the operation overview or the operation detail screen for each
`operation and sub-operation, which states how an operation or a sub-operation should be dealt
`with. It determines, for example, whether shop papers are to be printed for the operation, whether it
`is to be scheduled and/or costed and whether an operation or sub-operation requires completion
`confirmation.
`If a default value for the control key has been specified in your system using the customizing
`function, the system proposes it as an entry, which you can overwrite if necessary.
`
`SAP-00005704
`
`

`
`Materials Planning
`
`For each operation of the maintenance order, you can dispatch the materials needed for processing
`the task. Materials can be BOM components of the reference object, or materials that were created
`in the system within materials management.
`The materials that you plan for the maintenance order are reserved for it in the warehouse. Once
`the order has been released to be carried out, they can be removed from the warehouse by the
`persons carrying out the job.
`Note
`You cannot allocate materials to sub-operations.
`For information on how to plan material within order processing using bills of material, refer to _Work
`Scheduling with Bills of Material
`
`Material Types
`
`You can basically allocate the material needed to carry out the operation described to every
`operation of a maintenance order. You can use the following material types:
`¯
`stock material
`¯ non-stock material
`¯
`raw material
`
`Allocating Stock Material
`
`Proceed as follows to allocate stock material to an operation:
`
`.
`
`.
`3.
`
`.
`
`.
`
`.
`
`Select the maintenance order. Select Goto --> Operation overview to access the operation
`overview from the header data screen.
`Select the operations to which you wish to allocate stock material.
`
`Select Operation --> Component allocation.
`You see the screen Change PM Order: ComponentAIIocation Operation for the first operation
`selected.
`Enter all the stock materials required, together with any further information needed for the
`operation in the list. Stock materials are defined by a particular item category, which you have to
`specify for each stock material item in the list. You can find the item category valid for stock
`materials in your system using the online help for possible entries.
`You can display the status for the individual material components entered if you are not sure, for
`example, whether the material has already been released for dispatching. Select the material
`component from the list and select Component --> Status.
`You see the screen Display Status, with the statuses that are currently valid for the material.
`Select Goto --~ Back to return to the screen ComponentAIIocation Operation.
`To access the screen Component Allocation Operation for the next selected operation, select
`Component --> Add. operations --~ Next operation.
`
`Once you have allocated the materials required to all the operations, select Goto --~ Operation
`overviewto return to the overview screen.
`7. Save