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EDISON INTERNATIONAL 07/19/2010

OVERVIEW
E A M
07/19/2010 EDISON INTERNATIONAL
Course Objectives
At the completion of this course you will be able to:
Define the meaning of Enterprise Asset Management (EAM).

Define the meaning of Identify-Plan-Schedule-Execute-Close (IPSEC).

Identify the features and purposes of a notification.

Identify the attributes of master data.

Identify the features and purposes of a work order.

Utilize letter descriptors to identify notifications and work order
types.

EAM OVERVIEW
07/19/2010 EDISON INTERNATIONAL
Utility Context
Some of these are Functional Locations, and some are Equipment ..
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EAM Org Chart
Ops Support/CRE/Fleet IT/Carrier Solutions TDBU/Bolt-On GBU
EAM
SAP Solution of Enterprice Asset Management using
Plant Maintenance & Project Systems
07/19/2010 EDISON INTERNATIONAL
Implementation of SAP will Supports the planning, processing, and completion of
plant maintenance tasks, these include:

Maintenance Planning
Maintenance requests
Maintenance Orders
Resource planning
Completion Confirmations
Fleet Management
Maintenance History
Project Tracking
Work Breakdown Structures
Budget Management
Cost and Revenue Planning
Networks and Resources
Project Materials
Collaboration

Why SAP PM/ PS?
07/19/2010 EDISON INTERNATIONAL
Utility Context
For Generation, Transmission and Distribution, most work centers will be
teams or crews.
For Non-Energy businesses, work centers may be persons assigned to
departments or organizational facilities.
Individuals in work centers can have different skill sets, or very similar
skill sets - it depends on how work is
planned and scheduled in that organization.
X10
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Utility Solution GBU Overview
Generation
SONGS
PPD
Logistics
Eastern
Hydro
Northern
Hydro
Mountain
View
A Combined Planning/ Maintenance Plant for SONGS
One Plng Plant for PPD with one Maint. Plant for each Region
Plng Plant
Maint. Plant
Func
Locs
E E E E E
Peaker
Units
Func
Locs
E E E E E
Func
Locs
E E E E E
Func
Locs
E E E E E
Func
Locs
E E E E E
Plng/ Maint
Plant
SONGS
PlnrGrps,
WrkCtrs
PPD
Planner Groups, Work Centers
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Utility Solution TDBU/ CSBU
Overview (R1)
TDBU/ CSBU
SCE
Logistics
Transmission
PlnrGrps, WrkCtrs
T- Func
Locs
E E E E E
...
ONE Combined Planning/ Maintenance Plant for all of SCE Logistics
Use Planner Groups/ WrkCtrs for Distribution/ Transmission/ Substations
Plng/ Maint. Plant
Distribution
PlnrGrps, WrkCtrs
Substation
PlnrGrps, WrkCtrs
E
D- Func
Locs
E E E E E E
S- Func
Locs
E E E E E E
07/19/2010 EDISON INTERNATIONAL
Utility Solution Fleet Overview
Functional
Locations
SCE
Logistics
Garages
Planner Groups, Work Centers
Use the same Combined Planning/ Maintenance
Plant as for SCE Logistics
Use Planner Groups/ FuncLocs for garages
F F F F F F F F F F F F F
Fleet Objects
Plng/ Maint.
Plant
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Utility Solution Real Estate/ IT
Overview
FuncLocs generated from SAP-
RE Architectural Objects
Func Locs added for IT
Real Estate/ IT
SCE
Logistics
E E E E E
Use Combined Planning/ Maint. Plant
as for SCE Logistics
Use Planner Groups/ FuncLocs to
manage work
E E
Real Estate/ IT
Planner Groups, Work Centers
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Utility Solution Carrier Sols./
Telecom Overview
Other Func
Locs*
CLLI Code
Functional
Locations
Use the same Combined Planning/ Maintenance
Plant as for SCE Logistics
*These could be TDBU Functional Locations
Plng/ Maint.
Plant
Carrier Solutions/ Telecom
SCE
Logistics
C C C C C C
Carrier Sols/ Telecom
Planner Groups, Work Centers
C E E E E E E E
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General
Functional Location
Master Record
Location
Organization
Structure
Multilingual texts
Classification
Documents /
Technical drawings
Addresses / Partners
Structure Hierarchy
Measuring Points /
Counters
Permits
Key Concepts and Features -
Functional Locations (cont.)
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Key Concepts and Features
Equipment Master (Cont.)
General
Equipment
Master Record
Location
Organization
Structure
Multilingual texts
Classification
Documents /
Technical drawings
Addresses / Partners
Installation Position
Measuring Points /
Counters
Permits
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HR Assignments
Classification
Hierarchy
Short/ Long Descr.
Category
Basic Data
Plant / Work Center
Master Record
Control Key
Capacities
Scheduling
Costing
Formulas
Key Concepts and Features
Work Center
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Key Concepts and Features
Notification Types
Transportation Services Division (Fleet)
F1: General Maintenance Request
F2: PVM or Historical Notification
F3: HERC / Vehicle Utilization Request

Corporate Real Estate (CRE)
R1: General Maintenance Request
R2: PVM or Historical Notification

Information Technology / Telecom (IT)
I1: General Maintenance Request (Includes ITReq Processes)
I2: PVM or Historical Notification

GBU
Nuclear
NN: Nuclear Notification (Maintenance Request)
NX: History Notification (No workflows)
Power Production
PN: PPD Notification (Maintenance Request)
PX: History Notification (No workflows)
Transmission and Distribution (TDBU)
E1: General Maintenance Request
E2: PVM or History Notification
E3: Emergent Work
E4: Line Clearing?

Customer Service
SN: General Request Service notification
SH: PVM or History Notification


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SAP Technical Structure
Equipment is the lowest level in the technical
structure where costs can be associated with a
specific item


A functional location is part of a technical structure
representing an area, a technical function, an
equipment grouping or an installation position


Maintenance
Plant A
Maintenance
Plant B
Maintenance
Plant C
Equipment Equipment Equipment
Functional
Location
Functional
Location
Functional
Location
Controlling Area
Company
Code
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EAM Integration With Finance
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Order Management EAM
and Finance
Controlling Area
Company Code
PLANT
Work
Centers
Storage
Location
Projects
Functional
Location
MP MP MP
Maintenance
Planners
Work
Orders
FINANCE
Cost Center
Group
CC CC
Budgets
Equipment
(districts & store room)
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COURSE MODULES
Module 1: Terms and Definitions
Module 2: The IPSEC Model
Module 3: Master Data
Module 4: Notifications
Module 5: Work Orders
Module 6: Closing work
Module 7: Course Summary & Quiz
This course contains seven modules.
EAM OVERVIEW
Module 7 Module 6 Module 5 Module 4 Module 3 Module 2 Module 1
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COURSE MODULES
These modules contain Information you need to know basics of SAP
EAM.
Module 7 is a Quiz module; it includes Questions of what you have
learned during the presentation
EAM Overview is divided into Modules. Modules 1 -6
are Information and Module 7 is Quiz.
These Modules are not designed for training and SAP activity.
EAM OVERVIEW
Module 7 Module 6 Module 5 Module 4 Module 3 Module 2 Module 1
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
Utility assets must be maintained and upgraded regularly. SCE must develop and implement
maintenance strategies, manage our day-to-day business more effectively, as well as be
able to quickly respond to outages or emergencies during storms.

Historically, we have either faced system-growth or infrastructure replacement
opportunities. Today SCE is dealing with both.

Additionally, within our current framework of EAM challenges, we are confronted by:

The maintenance and management of distributed assets and resources

The logistics of servicing a large dispersed customer base

Maintaining accurate information on equipment in-and-out of service

Workforce resource challenges retirement eligible and correct skills

Enterprise Asset Management Challenges
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EAM OVERVIEW
Ensuring that assets operate at design parameters with minimal downtime
during normal operations.
Optimizing initial and ongoing investment to extract the maximum
operating and financial value from the asset over the course of the asset
life cycle.
Maximizing the contribution from those who manage the asset through
review and assessment of operational and personnel performance against
key measures.
Managing engineering, operational, and financial risk of the asset.
Developing alternative and/or complementary sources of value derived
from physical assets and management/operational competencies.
Enterprise Asset Management encompasses the strategies,
technologies, and processes to optimize lifecycle value contribution from
an asset portfolio.
Description Components
Optimization
of Physical Assets
Optimization
of Life Cycle Costs
Optimization
of Resources
Minimization of
Risk
Optimization of
Asset Value Sources
07/19/2010 EDISON INTERNATIONAL
Terms and Definitions
In this module you will review terms and definitions
that will be used throughout the course.
EAM OVERVIEW
MODULE 1
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EAM:
Enterprise Asset Management. A set of methods that
control, organize and maintain assets.
Because Southern California Edison owns many different assets whose total combined value
represents large sums of money, an efficient organization wide method is needed to maintain
them.
EAM provides work management tools to maintain assets.
EAM supports scheduling, maintenance and service of assets as well as accounting for the
costs associated with service and maintenance cycles.
TERMS and DEFINITIONS
EAM OVERVIEW
Term Definition
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IPSEC: An acronym that describes the EAM work process and
sequence.
During the IPSEC process, work requirements are identified and a plan for the work including
the identification of resources is drafted in the form of a work order.
The IPSEC process allows work to be identified, planned, scheduled, executed and closed.
TERMS and DEFINITIONS
EAM OVERVIEW
Term Definition
07/19/2010 EDISON INTERNATIONAL
TERMS and DEFINITIONS
EAM OVERVIEW
Term
Definition
Master Data is the central information source for the company. All
SAP applications or modules access this data, e.g., Plant
Maintenance.

Master Data represents the parties to the transactions for the
business and plays a key role in the core operations of the business.
It describes the things that interact when a transaction occurs, e.g.,
data about equipment, inventory or suppliers. Master Data
describes objects within the same group, such as equipment or
work centers. For example, equipment can be vehicles, computers,
or poles.
Master
Data:
07/19/2010 EDISON INTERNATIONAL
TERMS and DEFINITIONS
EAM OVERVIEW
Term Definition Continued
Master Data is typically shared by multiple users and
groups across an organization.
Master
Data:
Examples Of Master Data:
Functional Locations
Equipment
Work Centers
Task Lists
Technical Information, such as serial numbers
Repetitive Maintenance/Inspection Plans
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TERMS and DEFINITIONS
EAM OVERVIEW
Term Definition
Transactional data consists of information entered into
the system on a day-to-day basis, for instance, Work
Orders, uses Master Data, and changes frequently.
Transactional
Data:
Examples of Transactional Data:
Estimated Work Order Cost
Actual Labor Hours
Start/End Dates
Planned Labor Hours
Materials Needed
Notification Complaint, Cause, and Correction Information
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TERMS and DEFINITIONS
EAM OVERVIEW
Term Definition
Maintenance
Notification:
Notifications are used to request work, report a
problem, or record an event on SCE-owned assets.
The Notification provides the organization with information about the issue. An example of
this would be, car hit pole.

Additionally, the notification will contain data about the asset associated with the issue.

This data is called Master Data.

A Notification is written on a single asset.
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TERMS and DEFINITIONS
EAM OVERVIEW
Term Definition
Similar to a Maintenance Notification, but the work is
on a non-SCE-owned asset or is done on behalf of a 3
rd

party.
Service
Notification:
A Service Notification provides the organization with information about an asset. This
information can be related to history or it can lead to work.
What makes a Service Notification different from a Maintenance Notification is that it involves
providing a service to a non-Edison entity.
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TERMS and DEFINITIONS
EAM OVERVIEW
Term Definition
An operational plan for work that will be performed.
It includes activities defined as operations, and can
include materials and services as well.
Work Order:
Work Orders can be created for capital or expense or both.
A Work Order can be the result of a request and is used to record the work done.
A Work Order may contain multiple operations, which in turn can contain multiple sub-
operations. It can reference one or more technical objects; for example, functional
locations or equipment.
Work Orders and work operations may have dependencies with one another, as
well as external constraints such as permits. Tools, materials and/or qualifications
(SONGS only) can be defined in the Work Order as requirements.
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TERMS and DEFINITIONS
EAM OVERVIEW
A short-term agreement between a service provider and SCE, in which services and/or
materials are specified by SCE in the Service Order and then billed by the provider when the
order is completed. A Service Order can be used for:

The specific planning of services, including the usage of materials, tools, and personnel.

Monitoring of the services.

Recording and settling of the costs generated by the Service Order.
Term Definition

Service A Service Order is similar to a Work Order. However,
Order: Service Orders can be billed to others (non-SCE). See
Service Notification example.
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The IPSEC Work Process
In this module you will review information and
complete activities that provide additional details
about EAM and IPSEC.
EAM OVERVIEW
MODULE 2
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
The five-step process is identified by the
acronym IPSEC.
-
-
-
-
-
Each letter represents a single step in the
process.
IPSEC organizes the work of work
management into a five step process.
1
2
3
4
5
Schedule
Execute
Close
Identify
Plan
S
E
C
I
P
EAM Work Management* is the process that controls, organizes,
maintains, and may add to the value of assets. It does this
using a five-step process called:
IPSEC
The IPSEC Work Process
* Remember Work Management applies to both Work Orders & Projects
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The IPSEC Work Process
Identify refers to actions to create a Notification.
EAM OVERVIEW
Plan refers to actions taken to define operations - attach/edit a task list, add material
and services - required to complete the work.
Schedule refers to the actions to find the correct time slot for the work that needs to
be performed. Additionally, schedule refers to potentially adjusting Work Order
sequence based on Work Order priority for a given Work Center.
Execute refers to actions taken to perform the work that has been planned and
scheduled.
Close refers to actions taken to technically close (TECO) the Work Order and
completing Notification information as required.
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I P S E C
Identify
Execute
Plan
Schedule
Close
The IPSEC Work Process
EAM OVERVIEW
Lets learn more about the 1
st

step in the IPSEC work process
Identify.
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EAM OVERVIEW
The IPSEC Work Process
Identify refers to the creation of a Notification.
A Notification is the SAP object that is typically used to identify an issue and initiate work.
The use of Notifications varies by Business Unit.
Notifications can be used to request and record service/maintenance as well as to
provide information and document history on equipment.
Notifications can be used to process and perform work without a Work Order when no
cost collection is required.
Notifications can be autonomous or can be associated with a Work Order.
07/19/2010 EDISON INTERNATIONAL
I P S E C
Identify
Execute
Plan
Schedule
Close
The IPSEC Work Process
EAM OVERVIEW
Lets learn more about the
2nd step in the IPSEC work
Plan.
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
The IPSEC Work Cycle
Plan refers to actions taken to define operations - attach/edit a task list, add material
and services - required to complete the work
Planning involves:
Creating the Work Order.
Assigning the responsible Work Group.
Defining Operations and labor resource requirements labor hours and number of personnel.
Attaching task list to an Operation, where appropriate, detailing specific work steps.
Defining service/contractor needs.
Identifying materials and specialized tools needed.
Identifying work clearances and permits required (SONGS Only).
07/19/2010 EDISON INTERNATIONAL
The IPSEC Work Process
EAM OVERVIEW
Lets learn more about the 3rd
step in the IPSEC work process
Schedule.
I P S E C
Identify
Execute
Plan
Schedule
Close
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
The IPSEC Work Process
Based on Work Order priorities - setting the start-and-end dates finding a suitable work
window is dependent on:

Labor resource capacity inclusive of personnel availability.

Availability of materials and suppliers/contractors.

Completion of any required prerequisite activities.

Schedule refers to the actions to find the correct time slot for the work that needs to
be performed. Additionally, schedule refers to potentially adjusting Work Order
sequencing based on Work Order priority for a given Work Group.
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I P S E C
Identify
Execute
Plan
Schedule
Close
The IPSEC Work Process
EAM OVERVIEW
Lets learn more about the
4th step in the IPSEC work
Execute.
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
The IPSEC Work Process
Execute refers to actions taken to carry out the work that has been planned and
scheduled.
Flawless execution requires:

The right timing.

The right people in place.

The right equipment in place.

07/19/2010 EDISON INTERNATIONAL
The IPSEC Work Process
EAM OVERVIEW
Lets learn more about the
5
th
and final step in the
IPSEC work process
Close.
I P S E C
Identify
Execute
Plan
Schedule
Close
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
The IPSEC Work Process
Close refers to actions taken to technically close (TECO) the Work Order and completing
Notification information as required.
Closing involves:

Reviewing and verifying that the work has been completed as planned.

Recording work and historical information (technical findings) on the Notification.

Reviewing the actual costs to verify that all charges are accurate and appropriate.

Reviewing all work orders and notifications for any follow-up actions, such as master
data changes or additional work.


07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
The IPSEC Work Process
I P S E C
Identify
Execute
Plan
Schedule
Close
Plan refers to
actions taken to
develop the detailed
work instructions
required to complete
the work.

Execute refers to
actions taken to
close all work orders
and notifications
associated with the
original issue.
Identify refers to
actions taken to
document the issue.

Schedule refers to
actions taken to slot
the work into
suitable work
window.

Close refers to
actions taken to
record status of
work that has been
executed. This
means closing the
work order.
07/19/2010 EDISON INTERNATIONAL
Master Data
In this module you will review information about
Master Data.
EAM OVERVIEW
MODULE 3
07/19/2010 EDISON INTERNATIONAL
Master Data



Master Data defines:

Our assets

Who does work

How we do work

How costs get collected and recorded
Master data is the foundation on which work is performed.
EAM OVERVIEW
Master data represents information that is generally static over time.
07/19/2010 EDISON INTERNATIONAL
Master Data



The consequences of bad or poorly maintained data can be
significant.


The higher level of integration provided by SAP requires that
critical master data be maintained by responsible individuals who
understand how all the pieces fit together.

EAM OVERVIEW
Master
Data
Maintainer
. .
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Master Data can be represented by many examples including Work
Groups, Equipment, Task Lists, Bills of Materials, Functional Locations,
and Maintenance Plans. These are things that remain relatively static.
Master Data can also refers to people, vehicles, and work plans.

EAM OVERVIEW
Master Data
Task
Lists
Work
Groups
Functional
Location
Bill
of
Materials
Maintenance
Plans
Equipment
Work
Plans
People Vehicles
Master
Data
07/19/2010 EDISON INTERNATIONAL
Master Data



FLOC - A technical object which represents the place
at which a maintenance task is performed.
Physical location at the plant where work activity is performed or
equipment is installed

Used to map complex technical systems, equipment to individual
objects and maintenance bills of material to spare parts

Represented by a structure code used to indicate where the Functional
Location fits into the hierarchy Plant, Department, System,
Subsystem
EAM OVERVIEW
07/19/2010 EDISON INTERNATIONAL
Master Data



Fleets FLOC Structure
F02743
Fleet Transportation Services
Western Region
Whittier Garage
1997-Ford-F350
F47
F71
F
EAM OVERVIEW
FLOC - A technical object which represents the place
at which a maintenance task is performed.

07/19/2010 EDISON INTERNATIONAL
Master Data
Equipment represent single objects, for example, pumps, motors, and vehicles, on which
maintenance tasks are performed and recorded.


Master Equipment Data is created to manage individual data, record maintenance tasks,
record costs, evaluate technical data and record usage time.
EAM OVERVIEW
07/19/2010 EDISON INTERNATIONAL
Master Data
Work Center: An organizational unit that defines where and when an
operation must be performed.
Client
Company
Code
Maintenance
Plant 2
Maintenance
Plant 1
Planner
Group
Work
Center
Work
Center
Planner
Group
Planning
Plant
EAM OVERVIEW
The activities performed at or by the Work Center are evaluated by charge rates that are
determined by Cost Centers and activity types.
07/19/2010 EDISON INTERNATIONAL
Master Data

There are three types of BOMs available in SAP.

1. Material BOMs:
A phantom material with real materials attached. It can also have other
assemblies attached.

2. Equipment BOMs:
A material list attached to an equipment in the equipment master that is
also available as a list from a work order. It may also have assemblies
attached as part of its structure.

3. Functional Location BOMs:
A material list attached to a functional location in the FLOC master that is
also available as a list from a work order. It may also have assemblies
attached as part of its structure.
EAM OVERVIEW
Bills of Material (BOMs)
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Master Data
EAM OVERVIEW
Maintenance Task Lists describe a series of individual maintenance activities and are used
to standardize recurring activities, plan more effectively, and save time when creating
maintenance orders and maintenance plans.

Task Lists can be created for:

Equipment

Functional Locations
Maintenance Task Lists
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Task Lists contain detailed work instructions in the form of operations. Each operation
contains:

Short description

Long description (including detailed work steps)

The work center performing the work

Timing information (duration, number of workers, and total work)

The activity type, for costing purposes

Both internal and external (i.e. contractor) labor

Any components (materials) required

Tools

Documents

EAM OVERVIEW
Master Data
Maintenance Task Lists
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Notifications
In this module you will review information and
complete activities that explain how SAP uses
Notifications.
EAM OVERVIEW
MODULE 4
07/19/2010 EDISON INTERNATIONAL
Used to request
service/maintenance
Used to record results after
maintenance or other
activity
Used to process work when
no costs collection is
required
EAM OVERVIEW
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.
Notifications
It can be autonomous, or it
can be used to create a
work order
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Used to record results after
maintenance or other
activity
Malfunction in equipment that
requires repair
Requests to reconfigure workspace
Used to request
service/maintenance
EAM OVERVIEW
Notifications
It can be autonomous, or it
can be linked to a work
order
Used to process work when
no costs collection is
required
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.
07/19/2010 EDISON INTERNATIONAL
Malfunction in equipment that
requires repair
Requests to reconfigure workspace
Used to request
service/maintenance
EAM OVERVIEW
Notifications
It can be autonomous, or it
can be linked to a work
order
Used to record results after
maintenance or other
activity
Used to process work when
no costs collection is
required
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.
07/19/2010 EDISON INTERNATIONAL
Used to process work when
no costs collection is
required
Used to request
service/maintenance
Cause of damage is recorded for
use in trend & failure analysis
Documents regarding claims filed
from accidents
EAM OVERVIEW
Notifications
It can be autonomous, or it
can be linked to a work
order
Used to record results after
maintenance or other
activity
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.

07/19/2010 EDISON INTERNATIONAL
Used to request
service/maintenance
Cause of damage is recorded for
use in trend & failure analysis
Documents the reason for repair
Used to process work when
no costs collection is
required
EAM OVERVIEW
Notifications
It can be autonomous, or it
can be linked to a work
order
Used to record results after
maintenance or other
activity
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.

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A simple adjustment is required or
information is needed

Used to process work when
no costs collection is
required
It can be autonomous, or it
can be linked to a work
order
Used to record results after
maintenance or other
activity
Used to request
service/maintenance
EAM OVERVIEW
Notifications
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.

Examples:
A simple adjustment is required
Adjusting computer-controlled HVAC System

Information is needed
Where is the Lactation room?
07/19/2010 EDISON INTERNATIONAL
Used to record results after
maintenance or other
activity
It can be autonomous, or it
can be linked to a work
order
Used to request
service/maintenance
A simple adjustment is required or
information is needed
Used to process work when
no costs collection is
required
EAM OVERVIEW
Notifications
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.
07/19/2010 EDISON INTERNATIONAL
A notification can exist without a
work order
It can be autonomous, or it
can be linked to a work
order
Used to process work when
no costs collection is
required
Used to record results after
maintenance or other
activity
Used to request
service/maintenance
EAM OVERVIEW
Notifications
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.
07/19/2010 EDISON INTERNATIONAL
Used to process work when
no costs collection is
required
Used to record results after
maintenance or other
activity
Used to request
service/maintenance
A notification can exist without a
work order
EAM OVERVIEW
Notifications
It can be autonomous, or it
can be linked to a work
order
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.
07/19/2010 EDISON INTERNATIONAL
Used to process work when
no costs collection is
required
A notification can exist without a
work order



A routine inspection is required at a
single location or other asset




Cause of damage is recorded for use in
trend & failures analysis
Documents regarding claims filed from
accidents


Malfunction in equipment that
requires repair
Requests to reconfigure workspace

EAM OVERVIEW
Notifications
A Notification is a means to identify an issue, problem, or request.
Notifications can document who was assigned and actions taken prior
to the creation of a Work Order.
It can be autonomous, or it
can be linked to a work
order
Used to request
service/maintenance
Used to record results after
maintenance or other
activity
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Notifications are grouped by business unit. The first letter
designates the business unit.

Notifications
EAM OVERVIEW
N _ = SONGS
F _ = Fleet
P _ = Power Production
T _ = IT and Telecom
C _ = Carrier
L _ = Land
R _ = Corp. Real-estate
E _ = TDBU
Will be available at Release 3 in 2009
07/19/2010 EDISON INTERNATIONAL
Work Orders
In this module you will review information and
complete activities that explain how SAP uses Work
Orders.
EAM OVERVIEW
MODULE 5
07/19/2010 EDISON INTERNATIONAL
A Work Order By Any Other Name Is Just a Work
Order
Maintenance Orders and Service Orders are both work orders, and with minor
differences are processed the same.

Work Orders
EAM OVERVIEW
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
Work Orders
An operational plan for work that will be performed. It includes
activities defined as operations and can include materials and
services as well. It is a cost collector that is periodically settled to a
specified receiver, i.e. Cost Center or Internal Order.
Roles of Work Order
Once a Work Order is created, it needs to be
planned and scheduled.
Planning:
Estimate Labor Requirements
Define Material & Services/Contractor Needs
Scheduling:
Start Date/End Date and Priority
I
P
S
E
C
07/19/2010 EDISON INTERNATIONAL
Work Orders
Roles of Work Order
Uses Master Data, e.g., functional location
and/or equipment for which the estimated,
planned and actual costs are tracked.
The expense items on a Order represent
the maintenance and repair costs of related
to a specific piece of equipment.

Task Lists
Step 1:
Replace
valve
Step 2:
Seal leak
Sche
duli
ng
SAP
Functional
Locations
Equipment
Work Centers
Bill of Materials
Master Data
An operational plan for work that will be performed. It includes
activities defined as operations and can include materials and
services as well.
EAM OVERVIEW
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
Work Orders
An operational plan for work that will be performed. It includes
activities defined as operations, and can include materials and
services as well.
Notification is
converted into a
work order
Work is planned and
scheduled and the work
order is released
SAP
Non stock materials
are ordered and
received.
Roles of Work Order

At the completion of the
operations on a Order,
history is updated on the
Notification.
For those Business
Units/Business Lines that are
striving to improve their
warranty reclamation
(expense recovery), the 3Cs
are updates on the
Notification as well. The 3Cs
are: Complaint, Cause, and
Correction.
07/19/2010 EDISON INTERNATIONAL
EAM OVERVIEW
Work Orders
A Work Order is a detailed plan for work that will be performed on an
asset. It includes scheduling, materials and costs. It contains specific
technical information called Master Data.
Roles of Work /Service order
Collects all costs for the work to be
performed including labor &
materials.
May be used for additional financial
reporting purposes.


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More Details on Orders
Order Type represents a broad categorization of the type of work

i.e. whether the work is/is not associated with a customer and/or billing

i.e. departmental or business process related
You can use an Order to:

Plan tasks in detail with regard to type, scope, dates and resources

Monitor the execution of tasks

Define rules for account assignment, settlement and budgets
EAM OVERVIEW
Work Orders
07/19/2010 EDISON INTERNATIONAL
Similar to Notifications, Work Orders are Business Unit specific
and typically consist of two-letters. The first letter designates
the Business Unit and the second letter or group of letters
denotes the type.
N _ = SONGS
F _ = Fleet
P _ = Power Production
T _ = IT and Telecom
C _ = Carrier
L _ = Land
R _ = Corp. Real-estate
E _ = TDBU
EAM OVERVIEW
Work Orders
Order Types
07/19/2010 EDISON INTERNATIONAL
Closing Work
In this module you will review information and
complete activities that explain how work is closed
in SAP.
EAM OVERVIEW
MODULE 6
07/19/2010 EDISON INTERNATIONAL
Closing Work
Maintenance
work is
assigned
and
completed

Hours & Parts
are
documented
against the
work order and
history is input
into the
notification.
Work order is
Technically
Completed
(TECO)
Accounting
confirms
invoice and
settles the
work order.
End
SAP
SAP
SAP
Steps in Closing the Work
EAM OVERVIEW
07/19/2010 EDISON INTERNATIONAL
Closing Work Means:

Review and verify that the work has been completed as planned

Record work and historical information (technical findings) on the Notification

Review the actual costs to verify that all charges are accurate and appropriate

Review all work orders and notifications for any follow-up actions, such as
master data changes or additional work.
Closing Work
EAM OVERVIEW

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