1: Organisation Structure 1.1 Maintain Maintenance Planning Plant 1.

2 Assign Maintain Maintenance Planning Plant to Maintenance Plant 2 Part-2: Global Settings 3 Part-3: Baseline Settings 3.1 Master Data Settings 3.1.1 Define User Status 3.1.2 Create Authorization Keys for User Status Authorizations 3.1.3 Define Currency for Maintenance statistics 3.1.4 Define Permit categories 3.1.5 Define Measuring Point categories 3.1.6 Create Number Range for Measuring Points 3.1.7 Create Number Range for Measuring documents 3.1.8 Define Warranty Types 3.1.9 Define number range for Warranty Types 3.1.10 Maintain Transaction Start Default Values for Sample Warranties 3.1.11 Define Warranty counters 3.1.12 Define object information keys 3.1.13 Define Types of Technical Objects 3.1.14 Define Plant-sections 3.1.15 Define Planner Group 3.1.16 Define ABC Indicators 3.1.17 Define Authorization Group 3.1.18 Set View profile for Technical objects 3.1.19 Create Structure Indicator for Reference Locations / Functional Locations 3.1.20 Define Category of Functional Location 3.1.21 Maintain Equipment Category 3.1.22 Define additional business views for Equipment categories 3.1.23 Define number ranges 3.1.24 Usage history update 3.1.25 Define history related fields 3.1.26 Define installation at Functional Location 3.1.27 Define Media for Object Links 3.1.28 Define Number Ranges for Object Links 3.1.29 Define Serial Number Profile 3.1.30 Define default Equipment categories for Serial Numbers 3.2 Maintenance Plans, Work centres and Task Lists 3.2.1 Set Maintenance Plan Categories 3.2.2 Define Number Ranges for Maintenance Plan 3.2.3 Define Number Ranges for Maintenance Items 3.2.4 Define Sort fields for Maintenance Plan 3.2.5 Define Employees responsible for Work centres 3.2.6 Configure Planner Group 3.2.7 Define Number ranges for General Maintenance Task List 3.2.8 Define Number ranges for Equipment Task List 3.2.9 Define Number ranges for Task list for Functional Location 3.2.10 Define profiles with default Values 3.3 Maintenance Processing 3.3.1 Overview of Notification Type 3.3.2 Define Notification Types 3.3.3 Set Field Selection for Notifications 3.3.4 Define Number ranges 3.3.5 Define Transaction Start Values 3.3.6 Assign Notification Types to Order Types

3.3.7 Maintain Catalog 3.3.8 Define Catalog Profile 3.3.9 Define Partner Determination Procedure and Partner Function 3.3.10 Define Priorities 3.3.11 Define Shop floor Papers, Forms and Output Programs 3.3.12 Define Operational Effects 3.3.13 Configure Order Types 3.3.14 Configure Number Ranges 3.3.15 Assign Order Types to Maintenance Plants 3.3.16 Assign Inspection Types to Maintenance/Service Order Types 3.3.17 Define Default Value for Planning Indicator for Each Order Type 3.3.18 Create Default Value Profiles for External Procurement 3.3.19 Create Default Value Profiles for General Order Data 3.3.20 Default Values for Task List Data and Profile Assignments 3.3.21 Settlement Rule: Define Time and Distribution Rule 3.3.22 Define Proposed Reference Time for Technical Completion 3.3.23 Define Default Order Types for Maintenance Items 3.3.24 Define Notification and order Integration 3.3.25 Maintain Control Keys 3.3.26 Maintain Default Values for Control Keys for Order Types 3.3.27 Define Maintenance Activity Types 3.3.28 Assign Valid Maintenance Activity Types to Maintenance Order Types 3.3.29 Default Values for Maintenance Activity of each order type 3.3.30 Assign Costing Parameters and Results Analysis Keys 3.3.31 Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval 3.3.32 Define Documentation for Goods Movements for the Order 3.3.33 Define Scope of Check 3.3.34 Define Checking Control 3.3.35 Define Default Values for Component Item Categories 3.3.36 Activate Default Value for Current Date as Basic Date 3.3.37 User Status for Orders 3.3.38 Create Authorization Keys for User Status Authorizations 3.3.39 Define Default Values for Units for Operation 3.3.40 Partner Determination Procedures -> Equipment Category 3.3.41 Partner Determination -> Notification Type 3.3.42 Partner Determination ->Assign to Order Type 3.3.43 Set Scheduling Parameter 3.3.44 Assign Default Values for Settlement Areas to Order Types 3.3.45 Object Information -> Define Object Information 3.3.46 Object Information -> Assign Object Info Keys to Order Type 3.3.47 Completion Confirmation ->Confirmation Parameter 3.3.48 Completion Confirmation -> Define Causes for Variances 3.3.49 Completion Confirmation -> Define Execution Time for Confirmation Processes 3.4 Information Systems for Plant Maintenance 3.4.1 Assign Value Categories to Maintenance Cost Key Figures 3.4.2 Configure Measurement Document Update - See more at: http://www.sapebooks.com/b/is-utility-plant-maintenance-and-customer-service-configurationdocument.html#sthash.M8aWbEja.dpuf

Transaction Code Description IW13 IW22 IW23 IW24 IW25 IW26 IW28 IW29 IW30 IW31 IW32 IW33 IW34 IW38 IW39 IW40 IW41 IW42 IW44 IW48 IW51 IW52 IW53 IW54 IW55 IW56 IW57 IW58 Material Where Used List Change Notification Display Notification Create Notification Create Notification Create Notification Notification List Editing - Change Notification List Editing - Display Notification List Editing - Display Multi Level Create Plant Maintenance Order Change Plant Maintenance Order Display Plant Maintenance Order Create Notification Order Work Order List Editing - Change Work Order List Editing - Display Work Order List Editing - Display Multi Level Time Confirmation - Indvidual Entry Overall Completion Confirmation Time Confirmation - Collective Entry no Selection Time Confirmation - Collective Entry with Selection Create Service Notification Change Service Notification Display Service Notification Create Service Notification :Problem notification Create Service Notification :Activity Request Create Service Notification :Service Request Assign deletion Flag to Completed Service Notifications Change Service Notifications: Selection of Notification

IW59 IW64 IW65 IW66 IW67 IW68 IW69 IA07 IA03 IA13 IR03 KO88 ME21 ME21N IP41 IE02 IE01 IE03 IE05 IE08 QS42 ML81 MM03 CS03 IH01 MB11 MB31 IW8W IP02

Display Service Notifications: Selection of Notification Change Notification List of Activities Display Notification List of Activities Change Notification List of Tasks Display Notification List of Tasks Change Notification List of Items Display Notification List of Items Display General Task List Display Equipment Task List Display Functional Location Task List Display Work Centre Settle Order (Single) Create Purchase Order (pre R4.6) Create Purchase Order (R4.6 onwards) Create Single Cycle Plan (R4 onwards) Change Equipment Create Equipment Display Equipment Equipment List Editing - Change Equipment List Editing - Display Display Catalog Create Service Entry Sheet Display Material Display Material BOM Display Functional Location Structure Goods Movement Goods Receipt Goods Receipt for Refurbishment (R4 onwards) Change Maintenance Plan

IP03 IP10 IP30 IP11 IP12 IP19 IP24 IQ03 IP42 IL02 IL01 IL03 IL05 IL06 IA11 IA12 IL02 IA05 IA06 IA01 IA02 IE03 IR01 IR02 CA85 IP13 IP14 IP04 IP05

Display Maintenance Plan Schedule Maintenance Plan Deadline Monitoring Change Maintenance Strategy Display Maintenance Strategy Maintenance Scheduling Overview Graphic Maintenance Scheduling Overview List Display Serial Numbers Create Strategy Maintenance Plan (from R4 onwards) Change Functional Location Create Functional Location Display Functional Location Functional Location List Editing - Change Functional Location List Editing - Display Create Functional LocationTask Lists Change Functional Location Task List Change Functional Location Create General Task List Change General Task List Create Equpment Task List Change Equipment Task List Display Equipment Create Work Centre Change Work Centre Replace Work Centre Strategy Package Sequence Strategy Package Sequence Create Maintenance Item Change Maintenance Item

IP06 IP17 IP18 IP02 IP03 IP15 IP16 IK11 IK12 IK13 IK22 IK21 IK22 IK18 IK17 IK41 IQ01 IQ02 IQ04 IQ08 IQ09 IK01 IK02 Ik03 IK08 Ik07

Display Maintenance Item Maintenance Item List Editing - Change Maintenance Item List Editing - Display Change Maintenance Plan Display Maintenance Plan Maintenance Plan List Editing - Change Maintenance Plan List Editing - Display Create Measurement Documents Change Measurement Documents Display Measurement Documents Measurement Documents List Editing - Create Measurement Documents List Editing - Create Measurement Documents List Editing - Create Measurement Documents List Editing - Change Measurement Documents List Editing - Display Measurement Documents List Editing - Display Archive Create Serial Numbers Change Serial numbers Serial Numbers List Editing - Create Serial Numbers List Editing - Change Serial Numbers List Editing - Display Create Measurment Point Change Measurement Point Display Measurement Point Measurement Point List Editing - Change Measurement Point List Editing Display

Hun, Provides support for the complete Service processing lifecycle from Service Quotation creation to Billing. A service order is created if the customer has to be billed for services like utility usage, no. of pages printed (using counters etc). Service Order processing includes integrated validation of service contract price agreements and warranty entitlements. The cycle is : Business Scenario Service quotation and service order management A. Make inquiry Customer contacts and requests for quotation B. C. D. E. Create and communicate quotation service rep. creates a quotation and sends it to the customer Accept the quotation Convert quotation into service order and release the order Create and optimize assignments - The Resource Planner assigns any field service tasks to one or more of

his Field Service Representatives F. Execute assignment, perform confirmation - The Field Service Representative performs the service assignment at the customer site and performs confirmation for the work done, materials used and so on G. Approve confirmation, assign costs - The Service Manager checks and approves the confirmation data and decides which costs should be billed to the customer H. Bill customer, perform analyses - The Service Manager triggers billing of the customer and performs analyses of the complete service order processing cycle Where as a repair order would be created when a customer finds a defect in say a product and the requests for a repair of replacement. The cycle is: The business scenario 1. Enter repair request The customer calls the service organization to request a repair. The agent enters the repair request. The system checks whether a warranty exists. 2. Send in defective product The customer sends in the product using the given return material authorization number. 3. Plan repair steps

A service representative performs the technical analysis and enters the inspection result (causes, tasks, etc.). He decides what action should be taken based on the inspection result. 4. Create service quotation

The system calculates the price for the planned repair and required spare parts, according to the price agreements in the service contract, and the warranty costs. The agent generates a service quotation. 5. Perform confirmation

The customer accepts the quotation. The service representative repairs the product and confirms his working times and materials used. He also documents the inspection results. 6. Return repaired product

The service representative returns the repaired product to the customer.

7.

Create invoice

The service representative triggers customer billing, based on the confirmed time and spare parts used, and in accordance with existing warranties and specific price agreements. 8. Analyze defect reasons

Using predefined queries and reports, the service manager analyzes the most important defect reasons. Refer to CR700 - Service for details info. Regards, Julius

Work/Service Order
Definition
R/3 document containing processing data that can be transferred from the R/3 Maintenance and Service Management (MSM) system to Computer-aided Scheduling & Dispatch (CSD/MF) software.

Use
A work order may contain multiple operations, which in turn can contain multiple sub-operations. A work/service order can make reference to a business partner (customer), and one or more technical objects (for example, work locations, equipment). Work orders and work operations may have dependencies with one another, as well as external constraints such as permits. Tools, material and/or qualifications can be defined in the work/service order as requirements for the work. Normally, work information provided by SAP is translated as 1 "job" per work order operation. However, for administrative expediency, the CSD system may dispatch a single "summary" of jobs instead of multiple operations in the work order. Under these circumstances, work completion transactions would normally only be generated for those work requests that were dispatched. The CSD system may support functionality that permits feedback for jobs to be done to a "standing" work order that is not dispatched but used purely as a cost collector for a specific type of work.

Structure
The following types of work/service order data can be transferred from the R/3 System using the IORDER01 IDoc: Order header data Permit data Technical object data (functional locations and equipment including measuring points) Partner data (ship-to party, sold-to party, service-at customer) Operation data (sub-operation, splits, material, PRTs, requirements, relationships) Notification reference data

The IORD transaction performs the extraction of the work/service order data to build IDocs.

Integration
The selection criteria for the IDoc requires the entry of a user status code to be used to identify that the order has been transferred to and is now 'owned' by the CSD system. Data can only be extracted for the order if the user status code exists in the user status profile defined for the order.