I

n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Welcome!
WM06 Regular Work Order Management
Course
WM06
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction

Objectives & Outcome

Overview

Roles and Tasks

Regular Work Order Management: Walkthrough &
Exercises
Course Agenda
Recap of Sub Processes / Procedures / Work Instructions
Regular Work Order Management: Walkthrough &
Exercises

Course Close up

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction

Objectives & Outcome

Overview

Roles and Tasks

Regular Work Order Management: Walkthrough & Exercises

Course Agenda
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Switch off mobile phones
Time keeping
Fire exits & toilets
Introduction:
House Keeping Points
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


The Implementation of a new Information System for Shell Ous
relevant to:

FI (Finance),
WM (Work Management),
and CPL (Contract, Procurement, Logistics).




INTEGRATED PROCESSES BASED ON SAP R/3 IS-OIL PACKAGE
Introduction:
Blueprint Project What is it?
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction:
Blueprint Project What is it?
PS
MM
OLM
FI CO
JVA
Settlement Rule
PM
Integrated Activity Planning
Month End
Processing/
Asset U.C.
Order
Settlement
Pur. Req/
Reservation
Goods Receipt/
Service Entry
Purchase Requisition/
Reservation
Stock Transport Requisition
Delivery Complete
Goods Issue
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Apr
Introduction:
Project Plan
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Systems Applications and Products
in Data Processing
SAP R/3 is a computer software application
The software is a Relational Database
The programming language is ABAP/4
Introduction:
SAP What is SAP?
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction:
SAP Blueprint Coverage
R/3
Client / Server
ABAP/4
FI
Financial
Accounting
CO
Controlling
AM
Fixed Assets
Mgmt.
PS
Project
System
MM
Materials
Mgmt.
HR
Human
Resources
LE
Logistic
Execution
PP
Production
Planning
QM
Quality
Manage-
ment PM
Plant
Maintenance
IS
Industry
Solutions
IM
Investment
Management
JVA
Joint Venture
Accounting
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction:
SAP How to access the Training Client
Description: Enter R16 Training
Application Server:
Enter pat0103.services.shell.net
System Number: Enter 16
Click OK
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction:
SAP How to access the Training Client
User: Enter USERXXNN
Click Enter (at the end)
Client: Enter 4NN
Password: Enter SAP
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)



Theory: the tutor provides overview of the course, the User
profile and the OLQR. He will also explain the sub-process,
procedures and work instructions with the support of
myS@Portal


Walkthrough: the tutor shows how to perform each procedure
step by step in the SAP System. He goes through the
transactions of that procedure, explaining how to fill the fields
and what are the necessary actions to go through the screens


Exercise: at this time participants do exercises based on real
business case scenarios, using the SAP System and with the
support of myS@Portal
Introduction:
Course Structure
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Course
Exercises
Course
Exercises
myS@Portal myS@Portal
Introduction:
Course Support Tools
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MyS@Portal
e-learning tool introduction
Introduction:
MyS@Portal Introduction
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MyS@Portal is the main access point to SAP related
information for tutors, super users and end-users

MyS@Portal is a tool for delivering SAP training

MyS@Portal is a web based, intranet application

MyS@Portal is available to all Shell employees that attend
SAP training
Introduction:
MyS@Portal Introduction
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction:
MyS@Portal Introduction
How to login?
MyS@Portal can be accessed through the Internet Explorer in the following way:

Double click on Microsoft Explorer icon

Enter the path displayed below in the address field :
http://sww.phc.spdc.shell.ng/dir/cfd/ibs/contents.htm, and click on the Portal icon
on the IBS website page.

In the Login Page, enter your Shell ID in the Login field and use start as your
initial password in the Password field.

Click on Enter button Insert User ID
Insert Password
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction:
MyS@Portal Introduction
Click on the
eSupport
Section
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

High-Level
Sub Process
Description
Step-by-Step
SAP Work
Instruction
If you click on
a level, a new
window appears
with the level
description
Procedure
Description
Introduction:
MyS@Portal Introduction
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction

Objectives & Outcome

Overview

Roles and Tasks

Regular Work Order Management: Walkthrough & Exercises

Course Agenda
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

To present and explain the activities related to Regular
Work Order Management by using the MyS@Portal

To help Users develop job related skills on SAP
through exercises based on real business scenarios

How not Why - not the forum to justify design decisions
Objectives & Outcome:
Training Objective
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Objectives & Outcome:
Training Objective
At the end of the course you will:
Understand the main activities of Regular Work Order
Management using SAP
Create a Work Order
Plan a Work Order
Schedule a Work Order
Approve a Work Order
Release Requisition
Track Materials/Services
Execute Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Work Management impacts
Enhanced cost estimating and information sharing
Better planning, scheduling and monitoring of work
Reduction of manual effort in retrieving and producing
information
Time saving and reduction of errors due to improved
consistency and accuracy of information
Provide optimal asset reliability and availability
Direct link to financial controlling, project management, procurement and
human resources in SAP
Reporting of work and object history for performance evaluation and cost
analysis
Protection of information from unauthorised access




I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction

Objectives & Outcome

Overview

Roles and Tasks

Regular Work Order Management: Walkthrough & Exercises

Course Agenda
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Process Flow Introduction
PM flow
Perform Work
Offshore Logistics Management - OLM
(Packing & Shipment)
Approve
Work Order
(Release)
Approve
Notification
Create, Plan &
Schedule
Work Order
Create
Notification
Perform
Technical
Completion
Perform
Settlement
Perform Materials
Requirement Planning
(MRP)
Perform
Goods/Services
Receipt
Create Stock
Transport
Request
Process
Requisition
Process
Invoice
Create
Purchase
Order
Create
Purchase
Requisition
Approve
Requisition
Make
Payment
Perform
Confirmation
Stock Materials
Perform
Goods Issue
for Delivery
Non Stock Materials
& External Services
Complete
Notification
Create Stock
Transport
Order
Create
Delivery
Stock Materials
Non Stock Materials
& External Services
General Work
Order
Create
Recurring
Activity Plan
Scheduling
Recurring
Activity Plan
Create Task
list
Maintain recurring Activity Strategy
Analyze
Technical
History
Analyse Cost
History
Perform
Business
Completion
Create Stock
Transport
Request
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Overview: Notification & Work Order Management
MANAGE NOTIFICATION MANAGE WORK ORDER WORK EXECUTION &
CONFIRMATION
WORK CLOSE-OUT
Create, Plan &
Schedule Work
Order
Plan for
labour
materials (stock/nonstock)
specialist/external services
tools
Approve Work
Order
Perform Work
Perform
Confirmation
Perform Service
Receipt
Perform Goods
Issue for
Delivery
Perform Goods
Receipt
Approve
Notification
Create
Notification
Perform
Technical
Completion
Perform
Settlement to
WBS
Perform
Business
Completion
Perform
Settlement to
Cost Center
Complete
Notification
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Management Benefits
Short-term Benefits:
Data entry at source - reduce duplication , multiple data entry and
resultant errors

Improve traceability and control over data quality

Link activities to plan and report against actual, for both cost and
resource estimates

Provide real-time, on-line access to work order activity and cost data for
all interested parties

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order
Management Goal

To create work orders, conduct
initial planning and scoping of work
orders including identification of
required materials and services.

To approve the work orders with
respect to planning and scope (i.e.
technically) as well as planned
execution dates.
Regular Work Order
Management Course
covers the activities of
creation, planning,
scheduling, approving
and initiating execution of
the work orders and the
requisitions derived from
them
Regular Work Order Management: Definition
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Management Benefits
Long-term Benefits:
Provide consistent quality data for use in benchmarking, trending and
improvement measures

Allow the build-up of standard task and material lists to improve work
efficiency

Improve work preparation and supplier communication

Identify and improve stock levels for planned material requirements (i.e.
based on material requirement trend)

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Manage PM Notification and Work Order
Maintain PM Work Orders
Plan PM Work Orders
Schedule PM Work Orders
Approve PM Work Orders
Initiate Execution of PM Work Orders
Manage Standing Work Orders

Manage Purchase Requisitions
Maintain Requisition
Release Requisition
Material Tracking
Regular Work Order Management Sub Processes
and Procedures
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Create Plan
Schedule
Approve
Release
Requisition
Tracking
Initiate Confirm
Technical
Close
Work Order Processes
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Orders Management - Exercises
Exercise 1: Create PM Work Order
Exercise 2: Plan PM Work Order
Exercise 3: Schedule PM Work Order
Exercise 4: Approve PM Work Order
Exercise 5: Material Tracking
Exercise 6: Initiate Execution of PM Work Order

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction

Objectives & Outcome

Overview

Roles and Tasks

Regular Work Order Management: Walkthrough & Exercises

Course Agenda
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


Regular Work Order Maintainer
Creation of work orders, initial planning and scoping of work orders
which includes identification of required materials and services.
Scheduling of work order.

Work Order Approver
Review details and confirm acceptance of scope, cost and timing
by approving the work orders within his area of responsibility.

Regular Work Order Management:
Key Roles
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Introduction

Objectives & Outcome

Overview

Roles and Tasks

Regular Work Order Management: Walkthrough & Exercises

Course Agenda
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Create Plan
Schedule
Approve
Release
Requisition
Tracking
Initiate Confirm
Technical
Close
Work Order Processes
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Work Order-Creation
The Source of Work Order Creation
Automatic
creation
General
Procurement
Recurring
activity
plans
Notification


Work
Order
Manual
creation
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


All the work orders will be created from Notification or
Recurring Activity Plan.

Only work order type GEN can be created without preceding
Notification

Functional Location is a required field in all the work order
types except for GEN type


Create Regular Work Orders
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

71PO A71 Operate Wells & Facilities: Production Operations
72EP A72 HR: Estate Services Preventive Maintenance
72EC A72 HR: Estate Services Corrective Maintenance
72FP A72 Maintain Facilities: Preventive Maintenance
72FC A72 Maintain Facilities: Corrective Maintenance
72WP A72 Maintain Wells: Preventive Maintenance
72WC A72 Maintain Wells: Corrective Maintenance
72XR A72 Maintain Facilities: Refurbishment of Materials
GEN General Activities



Work Order Types
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Standing Work Order is used for:
repetitive low value requisition
posting of repeated Service Entries generated from
Service Entry Plan
Simplification of resourcing activities which would not
benefit from individual orders per activity.

Note:
Standing Work order is applicable to all types of work
order and is distinguishable by user status STDG
Should be monitored to ensure the proper validity and
application.
Standing Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Create Work Order:
SAP Walkthrough & SAP Concepts
Demonstration
Exercises
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Orders Management - Exercises
Exercise 1: Create PM Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Plan Schedule
Approve
Release
Requsition
Tracking
Initiate Confirm
Technical
Close
Work Order Processes
Create
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


What is Planning?
Work orders provide financial management , planning of the
work scope and the resources required to carry it out

What does Planning Involve ?
Specify operations , relationship
Identify resources (e.g. internal labour and external services)
Identify materials
Identify tools
Plan Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Internal Operations
Operations performed internal resources, that is,
personnel within an organisation, represented by work
centers with planned durations.
Can be referenced automatically to a task list where a
standard set of details has previously been recorded.

External Service Operations
Operations performed by third parties
It is necessary to specify the agreement that is used to
procure an external service
In addition should specify:
Specific services with quantities
Generic services
Value limits (unplanned services)
Plan Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Materials
Sap will automatically determine the item category
(local stock or remote stock or non-stock).

Selection Methods:
Bill of material for technical object
General assembly bill of material for other materials
Matchcodes
- Classification
- Text
- Material Number
Sap will prompt for plant/storage location if necessary
and any other required information.
Plan Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Searching for Materials - Basic
MITS - Material Item Text Search
Search by Description

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

How do I find the right material?

Say you need a 000510113 transformer for a Chromalox
heater -
How do you find the material in the catalog?

What information do you already know?

noun: transformer

manufacturer: Chromalox

manufacturers part number: 000510113
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MITS - Material Item Text Search

From any SAP transaction use the
dropdown arrow on the Material
field to start material search.

Shortcut for Display Material transaction
is MM03

Use MM03
transaction to get
Material Display
screen
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MITS - Search Options
If this screen is not the default screen
please refer to Slide 11 and choose
M.I.T.S. (Material Item Text Search) as
your default
And option selected:
looks for ONLY records containing ALL of
the terms entered
Or option selected:
looks for records containing ANY of the
terms entered.
And option selected:
Excludes ONLY records containing ALL
of the terms entered
Or option selected:
Excludes records containing ANY of the
terms entered.
Basic List
Not Checked: Stock information displayed.
Checked: Stock information hidden, but available
Restrict your search
to NG01
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MITS - Creating a Search
Enter individual terms or the first few characters
from the term that you want to search for AND an
asterisk.
The asterisk (*) is a wild card which can be
used at the end or at both sides of a search term.
Although the search takes much longer, using
the asterisk at both ends should ensure you will
find all materials containing the term.
Then click

Note:
One term per line
Maximum 4 search terms per search
You can put your search terms in any order

Put in NG01
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MITS - Searching for Material
The search found all NG01 records incl. the word TRANSFORMER.
If too many items were found and you want to refine your search you
have to return to the Search screen by clicking the Back button

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MITS - Refining the Search
To start your search,
click
Enter more information (additional
terms) about the material you are trying
to find: description,
vendor/manufacturer, or a part number.
Each additional entry will reduce the
number of matches.
Do not forget to use
asterisk (*). It will
improve your search.
OR YOU CAN JUST PUT OLD LEGACY
NUMBER IF KNOWN
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MITS - Material Item Text Search

Click on [ ] to select
the material.
This exits MITS and
copies the MM
number into your
transaction screen.
Click on material
number to display
the material master
record
Click on
material
description to
view how the
material was
found

The next
slide will
present this
information
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

MITS - Material Item Text Search
Legend describing Type for
above results
The Type indicator
(refer to legend below)
tells you where MITS
found the term in this
record.

You can click on the
type indicator here or in
the legend to get more
information
These are
the terms
that MITS
searched
for and
found.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

SAP - Accessing Other Search Options
Along with MITS, there
are other search
options available for
finding Material
Masters in SAP.
To access other
options, from the MITS
Search Material
screen, click the green
left arrow button
or press ESCAPE
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

SAP - Another Search Option Search by description
You can select any available search option.
For this example, well search the short text
description.
Click on Plant material by Description button.

Old material number here means
SHELL MESC number
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

SAP - Search for Material by Description
Enter a term in the field, using wildcards (*)
as necessary.
Then click

Put in NG01 TO
restrict your search to
SPDC materials only
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

SAP - Search for Material by Description
The search found materials with
the word transformer in the
short text.
When you see how descriptions
are structured, you can fine-
tune your search, if necessary,
by adding details.
To return to the search screen,
click here

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

By adding
information we
become more
specific.
We now know
manufacturer
name is the first
item in a
description, so we
add the first few
characters and an
asterisk.
Now click
SAP - Search for Material by Description
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

SAP - Search for Material by Description
One material found in 3 different SEIC
plants.
Click on any item to access
material
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


Recap: different ways to find & enter materials/services:
Materials:
1. Use BOM list of equipment
2. Use search help plant material by description
3. Generic materials via plant material by description,
material number 7*

Services:
1. Via service contract number, planned services
2. Via service contract number, unplanned services
3. Generic services via search help Service by short text,
act number 6*

Use tolerances/unrestricted indicator to specify quantities


Plan Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)




Plan Work Order: Services (I)
Five ways to plan services on an order:

1. Planned contract service, quantities known
Preferable scenario, all parameters known. Make sure generic
service has price in quantity field.
2. Planned contract service, quantities unknown
Use tolerance and unlimited indicator.
3. Unplanned contract service
Only contract is known, not services and quantities. Use the
service overview screen, set value limit and enter long text to
specify service
4. Non contract generic service
No contract available, use generic service 6*, change price to
NGN value in condition record
5. Milestone/Lump sum contract
copy contract quantity values manually into the work order
service pack


I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)




Plan Work Order: Services (II)
Important rules:

1. Dont mix services from different contracts in the same
operation: use an additional operation.
2. Dont mix contract and non contract services in same operation.
3. Use the quantity field to specify the price in generic services
that are called from a contract
4. For Milestone/Lump sum contracts, copy the values in the
quantities field on the contract manually into the corresponding
lines in the work order
5. Generic services that are not taken from a contract are called
minor contract services. The price is changed to NGN in the
condition record.
6. The price on the PO is taken from the contract, and the quantity
from the order. Manipulating price on order leads to wrong PO
values



I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Plan Work Order:
SAP Walkthrough & SAP Concepts
Demonstration
Exercises
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Orders Management - Exercises
Exercise 2: Plan PM Work Order

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Schedule
Approve
Release
Requsition
Tracking
Initiate Confirm
Technical
Close
Work Order Processes
Create
Plan
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Scheduling for work order will based on
Time frame Variable such as 14 days or 90 days
Resources (Labour and Material) constraints
Relationships (within other orders)

Upon the completion of scheduling, the user
status of the work order will be set to AWRE
(Awaiting Release)

Schedule Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Material availability check
Performed to check that the materials required to
perform an operation are available.
Checks quantity of material available.

Capacity Check
Performed to determine that a work centre is able to
perform an operation.
Checks that the maximum activity of work that can
be performed by a work centre is not exceeded with
the addition of the new operation.


Schedule Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


Schedule Work Order: Basic dates
Scheduling:

Use basic start date and basic end date to define
the operating window of your order.


I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


Schedule Work Order: Relationships
Scheduling

Relationships between operations define the
flow of the operations. It is possible to set
precedence and concurrence with SS, FS, SF and
FF relations

Use relations to add logic to the order, and
improve scheduling
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


Schedule Work Order: Material availability
Scheduling

Usually materials are not available
instantaneous. A certain lead time is necessary
to make sure the materials are available at the
start date of the order.

Solve material unavailability by creating the
order well in advance.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Schedule Work Order:
SAP Walkthrough & SAP Concepts
Demonstration
Exercises
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
A 72FC Work Order is created
from the Z8 RCA Notification.
Note: The RCA Main Work
Center is copied but can be
changed if necessary.
Maintenance Activity Type
(MAT) CRR (RCA Result) is
allocated to assist tracking of
this work order.
Sub-Orders can be created if
necessary.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
A 72FC Work Order is created
from the Z8 RCA Notification.
Note: The RCA Main Work
Center is copied but can be
changed if necessary.
Maintenance Activity Type
(MAT) CRR (RCA Result) is
allocated to assist tracking of
this work order.
Sub-Orders can be created if
necessary.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
Other RCA documents
such as forms or
templates containing the
study results can be
attached as documents to
the Z8 RCA Notification.
When the RCA is
completed the notification
and work order can be
technically completed
(NOCO and TECO status).
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
A 72FC Work Order is created
from the Z8 RCA Notification.
Note: The RCA Main Work
Center is copied but can be
changed if necessary.
Maintenance Activity Type
(MAT) CRR (RCA Result) is
allocated to assist tracking of
this work order.
Sub-Orders can be created if
necessary.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
Other RCA documents
such as forms or
templates containing the
study results can be
attached as documents to
the Z8 RCA Notification.
When the RCA is
completed the notification
and work order can be
technically completed
(NOCO and TECO status).
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Several Operations can be
created to manage the RCA
work and tracking of these
via the start/finish dates and
the final confirmation status
(CNF)
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
A 72FC Work Order is created
from the Z8 RCA Notification.
Note: The RCA Main Work
Center is copied but can be
changed if necessary.
Maintenance Activity Type
(MAT) CRR (RCA Result) is
allocated to assist tracking of
this work order.
Sub-Orders can be created if
necessary.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
Other RCA documents
such as forms or
templates containing the
study results can be
attached as documents to
the Z8 RCA Notification.
When the RCA is
completed the notification
and work order can be
technically completed
(NOCO and TECO status).
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Several Operations can be
created to manage the RCA
work and tracking of these
via the start/finish dates and
the final confirmation status
(CNF)
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Work order is
approved so work
can begin

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
A 72FC Work Order is created
from the Z8 RCA Notification.
Note: The RCA Main Work
Center is copied but can be
changed if necessary.
Maintenance Activity Type
(MAT) CRR (RCA Result) is
allocated to assist tracking of
this work order.
Sub-Orders can be created if
necessary.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
Other RCA documents
such as forms or
templates containing the
study results can be
attached as documents to
the Z8 RCA Notification.
When the RCA is
completed the notification
and work order can be
technically completed
(NOCO and TECO status).
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Several Operations can be
created to manage the RCA
work and tracking of these
via the start/finish dates and
the final confirmation status
(CNF)
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Work order is
approved so work
can begin

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I Cost allocation
can be changed if
cost are not
required against
the default asset
WBS

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
A 72FC Work Order is created
from the Z8 RCA Notification.
Note: The RCA Main Work
Center is copied but can be
changed if necessary.
Maintenance Activity Type
(MAT) CRR (RCA Result) is
allocated to assist tracking of
this work order.
Sub-Orders can be created if
necessary.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
Other RCA documents
such as forms or
templates containing the
study results can be
attached as documents to
the Z8 RCA Notification.
When the RCA is
completed the notification
and work order can be
technically completed
(NOCO and TECO status).
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Several Operations can be
created to manage the RCA
work and tracking of these
via the start/finish dates and
the final confirmation status
(CNF)
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Work order is
approved so work
can begin

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I Cost allocation
can be changed if
cost are not
required against
the default asset
WBS

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Deferment and
Gain details can
be entered if
known and also
the impact to the
facility by the
Impact code
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
A 72FC Work Order is created
from the Z8 RCA Notification.
Note: The RCA Main Work
Center is copied but can be
changed if necessary.
Maintenance Activity Type
(MAT) CRR (RCA Result) is
allocated to assist tracking of
this work order.
Sub-Orders can be created if
necessary.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
Other RCA documents
such as forms or
templates containing the
study results can be
attached as documents to
the Z8 RCA Notification.
When the RCA is
completed the notification
and work order can be
technically completed
(NOCO and TECO status).
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Several Operations can be
created to manage the RCA
work and tracking of these
via the start/finish dates and
the final confirmation status
(CNF)
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Work order is
approved so work
can begin

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I Cost allocation
can be changed if
cost are not
required against
the default asset
WBS

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Deferment and
Gain details can
be entered if
known and also
the impact to the
facility by the
Impact code
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register Solutions for Actions
I
The follow-up to the RCA may result in a Z1, Z5 or
Z6 Notification (or all three).
The Z8 RCA Notification can be referenced so a
document trail can be maintained.
Management and monitoring of this work can be
achieved by the use of the same RCA main work
center allocation, the status and the start/finish
dates.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
A 72FC Work Order is created
from the Z8 RCA Notification.
Note: The RCA Main Work
Center is copied but can be
changed if necessary.
Maintenance Activity Type
(MAT) CRR (RCA Result) is
allocated to assist tracking of
this work order.
Sub-Orders can be created if
necessary.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register need for RCA
plus associated problem details
I
Other RCA documents
such as forms or
templates containing the
study results can be
attached as documents to
the Z8 RCA Notification.
When the RCA is
completed the notification
and work order can be
technically completed
(NOCO and TECO status).
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Several Operations can be
created to manage the RCA
work and tracking of these
via the start/finish dates and
the final confirmation status
(CNF)
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Work order is
approved so work
can begin

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I Cost allocation
can be changed if
cost are not
required against
the default asset
WBS

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Allocate RCA Effort to a Team Charter
I
Deferment and
Gain details can
be entered if
known and also
the impact to the
facility by the
Impact code
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Register Solutions for Actions
I
The follow-up to the RCA may result in a Z1, Z5 or
Z6 Notification (or all three).
The Z8 RCA Notification can be referenced so a
document trail can be maintained.
Management and monitoring of this work can be
achieved by the use of the same RCA main work
center allocation, the status and the start/finish
dates.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Review Equipment PerformancePost RCA
I
RCA Results and equipment performance can be
managed in SAP by the analysis of existing
notifications and work order reports.
Two RCA KPIs have been developed one to report on
the RCA investigation status (18.S.1 : RCA Completed
Against Threshold) and the other to monitor progress
on the RCA follow-up actions (18.P.2 : RCA Overdue
Action Compliance).
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Orders Management - Exercises
Exercise 3: Schedule PM Work Order

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Recap of Day One

Regular Work Order Management: Walkthrough & Exercises

Close up


Course Agenda
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)







We have learned how to:

Create a Regular Work Order

Plan a Regular Work Order

Schedule a Regular Work Order

Recap of Day 1
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Recap of Day One

Regular Work Order Management: Walkthrough & Exercises

Close up


Course Agenda
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Schedule
Release
Requsition
Tracking
Initiate Confirm
Technical
Close
Work Order Processes
Create
Plan
Approve
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Approver must assess the quality of the planning and
scheduling information based on the points below:

Business justification for work.
Feasible and acceptable dates based on business priorities.
Adequate resources in terms of quantity and capability.
Correct work centers allocated (internal or external services)
Adequate budget remain

Note: Work order is approved by releasing it (by clicking
on Release Button)
Approve Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Approve Work Order:
SAP Walkthrough & SAP Concepts
Demonstration
Exercises
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Orders Management - Exercises
Exercise 4: Approve PM Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Schedule
Tracking
Initiate Confirm
Technical
Close
Work Orders Processes
Create
Plan
Approve
Release
Requisition
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

The Purchase/Stock Requisition is a Request or instruction to procure
a certain quantity of material / service from an external vendor on or
by a certain date.

It acts as an Internal Document.

Purchase Requisition is automatically created upon Work Order /
Network release. One document will be created upon release and it
will contain:
External Services
Material Non Stock
Stock Material sourced by Supply Plant >> Stock Transport Requisition
The Procurement Process basic concepts
Purchase Requisition need to be released. Upon release overall
document is approved. If changes in PR total value occur for an
amount that exceeds 5% of total value the document should be re-
released

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Maintain Requisition
When the work/network order is released, a requisition is
automatically created, containing all the materials and
services planned in the work/network order
Work/Network
Order
Automatic
generation of
requisition
Purchase
Requisition
for Non
Stock Items
Transport
Requisition
for Stock
Items
Purchase
Requisition
for Services
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

After creation requisitions need to be approved/released by
someone with the appropriate level of authority
The financial value of the requisition determines which release
strategy is required
02

$100,000
04


$10 million
01

$1000
03


$250,000
Release Requisition
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Pack
Assign to
Shipment
Create Delivery
Transport
Requisition
Release
Pick Delivery
Stock Transport
Order
Issue and
output
shipment
Receipt
Shipment
Purchasing process after requisition
Transport requisition processing
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Manual
PurchaseOrder
Released Purchase
Requisition
Materials
Services
Automatic Purchase
Order
Manual Purchase
Order
Request For
Quotation
Purchase requisition processing
Purchasing process after requisition
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Release Requisition
Use transaction ME55 to release the requisition
Generates a list of reqs based on search criteria:
1. requisitioner field: planner group and workcenter
2. Plant: NG01
3. Release code: D1, 2, 3, 4 or 5

The purchasing groups is used as an authorization object.
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

WARNING POINTS:
The purchase requisition needs to be released. If it is not released it cannot
be processed
Release is done at PR header level
If total value change for an amount that exceeds 5% of total value the
document should be re-released
PR is created at network/work order level, so it could be easy to exceed 5%
off the total value planned. So the Requisition Approver / Releaser needs to
check often for re-released
The Procurement Process basic concepts
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Requisition Release:
SAP Walkthrough & SAP Concepts
Demonstration
Exercises
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Schedule
Initiate Confirm
Technical
Close
Work Order Processes
Create
Plan
Approve
Release
Requisition
Tracking
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Purpose
View the progression of material documents
through the system.

Track the status of goods
Material Tracking
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Purpose
Determine which purchasing documents have been
created - this determines the changes that you can
make to the work order and who needs to be
informed;
- If changes are made in the notification before it is approved,
it can be reflected in the work order.
- However,changes made in a notification after it has been
approved into a purchase order cannot be reflected. The
Purchase Department has to be notified of this kind of
change.
Material Tracking
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Material Tracking:
SAP Walkthrough & SAP Concepts
Demonstration
Exercises
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Orders Management - Exercises
Exercise 5: Material Tracking
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Schedule
Initiate Confirm
Technical
Close
Work Order Processes
Create
Plan
Approve
Release
Requsition
Tracking
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


Initiate Execution of Work Order

The system status will be set to EXEC-ready for execution

Indicates that adequate resources are available for
execution

Simplifies the process of creating work order list (for work
to be executed)

Work order printed

Note: setting user status to EXEC is not mandatory

I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


Production Resources Tools (PRTs)
Additional resources that might be required to perform a
task at a work centre.
Could be in form of a movable tool/equipment or a support
resource for example cranes.
Can be assigned to each operation in a task list/work order

Plan Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Order Initiate execution of a WO:
SAP Walkthrough & SAP Concepts
Demonstration
Exercises
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Regular Work Orders Management - Exercises
Exercise 6: Initiate Execution of PM Work Order


I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Before creation of work order, analysis of existing work order
should be done to avoid duplication of work order creation

Search criteria can be as below:

Work Order planner group
Work Order status
Equipment
Functional Location
Work center

Other transactions could be used to better analyse the work
planned and done.


Reporting: Analysis of existing Work Order
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Reporting Transactions
Reports as follows:
1. Notification and PM Orders Report
Transaction Code: ZWR_NOTI_WKORD
This is a combined report that has direct links into Notifications and Work Orders. It lists
outstanding Notifications and created Work Orders linked to the Notifications.

2. Material Availability Check
Transaction Code: ZWR_MAT_AVL_CHT
This is a report that verifies the availability of material to execute a Work Order at a given date.

3. WO/PR/PO Cross Reference Report
Transaction Code: ZWR__WOPRPO
This is a detailed report that shows Work Orders and their corresponding Purchase Requisitions
and Purchase Orders.


I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)


Notification and PM Orders Report
ZWR_NOTI_WKORD

A combined report that lists outstanding Notifications and created
Work Orders linked to the Notifications.

Provides a clear overview of all the work done and what needs to
be done from the Notification as well as the Work Order including
the long text.

Lists all Notifications and Orders prior to the approval/release of
the order.

Provides the main input used to decide work priorities, check work
center assignment, and to review work order details (including
Materials).

Has direct links into Notifications and Work Orders
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Recap of Day One

Regular Work Order Management : Walkthrough & Exercises

Close up


Course Agenda
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Course Close up
SAP
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Close Up:
Revisit the objectives and outcome
At the end of the course you will:
Understand the main activities of Regular Work Order
Management using SAP
Create a Work Order
Plan a Work Order
Schedule a Work Order
Approve a Work Order
Track the materials requested
Initiate execution of a Work Order
Release Requisition
I
n
t
e
g
r
a
t
e
d

B
u
s
i
n
e
s
s

S
y
s
t
e
m
s

(
I
B
S
)

Course Close up:
Post Training Support Structure
MyS@portal:
OLQR and Training Material archive are available from your office:
now that you have understood how and what you will do on the
system, your own study starts.

Playground:
all the users have the access to a Play Client to go through
transactions and to repeat the classroom exercises: the Play
Client contains the same data of the Training Client you have just
finished to used in this course.
To access the Play Client:
UserID: PLAYXXNN - XX=OU (MY for SMEP, NO for SEPNO, NG for SPDC -
NN=1-20
Password: SAP (to confirm)
Refresh: weekly (every Friday)

Tutors/Superusers/Forum/Project Documentation: TBD