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| Section | Objectives |
|---|---|
| Asset Management in SAP S/4HANA Cloud Private Edition | - Technical Objects
|
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10. Frage
Create a Task List
The project team evaluates during the implementation project Task Lists in SAP S/4HANA Asset Management. The following features need to be checked:
* Create a Task List header
* Create Task List operations
* Create a Task List with 3 Task List operations. Maintenance Strategy Z## comprises Maintenance Packages with different hierarchy levels.
Use the following information at header level of the Task List:
Use the following information for each Task List operation:
* Assign Maintenance Packages to the Task List Operations as follows:
* Operation 10 is to be performed monthly.
* Operation 20 is to be performed every 4 months.
* Operation 30 is to be performed every 12 months.
Antwort:
Begründung:
See the Explanation for complete Solution of this Task.
Explanation:
Since we encountered that error with the Z48 strategy , we must ensure that is fixed before we can finish the Task List. Here is the complete, verified, step-by-step process to finalize Task 7 , including the "hidden" pre- requisite.
Task 7: Create a General Task List
Objective : To create a standardized template of maintenance steps that can be automatically pulled into future work orders based on a schedule.
Step 1: The Pre-requisite (Fixing Strategy Z48)
If you haven't done this yet, SAP will not let you save the Task List.
* Transaction : IP11 (Maintain Maintenance Strategies).
* Action : Click New Entries .
* Strategy : Z48
* Description : Strategy for Group 48
* Strategy Unit : MON (Months).
* Packages : On the left, double-click Packages , then click New Entries :
* Line 1 : Cycle 1 / Unit MON / Text Monthly
* Line 2 : Cycle 4 / Unit MON / Text Every 4 Months
* Line 3 : Cycle 12 / Unit MON / Text Yearly
* Save (Floppy Disk icon).
Explanation : A strategy is the "calendar" that defines how often work happens. Without this, the system doesn't know what "Monthly" or "Yearly" means.
Step 2: Create Task List Header
* Transaction : IA05 .
* Initial Screen : Group TL-48, Group Counter 1. Press Enter .
* Header Fields :
* Description : Regular Maintenance GR48
* Planning Plant : 1010
* Work Center : MK-00 / Plant : 1010
* Usage : 4 (Plant Maintenance)
* Status : 4 (Released)
* Planner Group : P48
* Maint. Strategy : Z48
Explanation : The header defines who is responsible for the work (Planner Group P48) and which scheduling rules (Strategy Z48) apply to the whole list.
Step 3: Create Operations
* Click the Operations button (F6) at the top.
* Enter three rows with this data:
* Op 10 : Work Center MK-00, Plant 1010, Control Key PM01, Work 30, Unit MIN.
* Op 20 : (Same as above).
* Op 30 : (Same as above).
Explanation : Operations are the actual steps the technician follows. Here, we are saying each step takes 30 minutes of mechanical labor.
Step 4: Assign Maintenance Packages (The "Frequencies")
This is the most important part of Task 7. We tell SAP which operation happens when.
* Select Row 10 (click the box at the far left of the row).
* Go to Menu: Goto > Maintenance Packages .
* Check the box for the 1 Month package. Click the Back (Green Arrow) icon.
* Select Row 20 .
* Go to Goto > Maintenance Packages and check the 4 Month package. Click Back .
* Select Row 30 .
* Go to Goto > Maintenance Packages and check the 12 Month package. Click Back .
Explanation : Now, SAP knows that Op 10 happens every month, but Op 30 only happens once a year.
Step 5: Save
* Click the Save icon.
* The message at the bottom should say: "Task list TL-48 saved with group counter 1" .
11. Frage
Schedule a Maintenance Plan
The project team evaluates during the implementation project the scheduling of Maintenance Plans in SAP S
/4HANA Asset Management. The following features need to be checked:
Schedule a Maintenance Plan
Display a generated Maintenance Order
Schedule the previously created Maintenance Plan. The following prerequisites have to be met:
The next upcoming call is the 4 MON Maintenance Package
Calculate the Completion Date of the last Maintenance Package as follows: Today's date minus 4 weeks (e.g.
today's date: 15th of December > > > Completion Date: 17th of November) The Call Date is always 10 days before the Plan Date.
Note:
Check your Maintenance Plan and adapt it, if necessary, before you schedule it.
Check the following information in the generated Maintenance Order:
number of order operations: 2
Maintenance Plan: number of the previously created Maintenance Plan
Last Included Task List: A / TL-## / 1
Antwort:
Begründung:
See the Explanation for complete Solution of this Task.
Explanation:
Task 9 Overview
The goal of this task is to trigger the maintenance schedule you built in Task 8 so that the system generates an actual work order. You must meet specific scheduling conditions to ensure the right maintenance cycle (the 4- month package) is triggered.
Step 1: Adapt Scheduling Parameters (IP02)
Before starting the schedule, you must ensure the "Call Date" rules are correct.
* Transaction : Enter IP02 (Change Maintenance Plan).
* Maintenance Plan : Enter the number you saved in Task 8 and press Enter .
* Scheduling Parameters Tab :
* Call Horizon : Adjust this so that the Call Date occurs exactly 10 days before the Plan Date.
* Note: If your system uses percentages, you will need to calculate the percentage of the 4-month cycle that results in a 10-day lead time.
* Save your changes.
Step 2: Schedule the Plan (IP10)
Now you will "start" the clock for this maintenance schedule.
* Transaction : Enter IP10 (Schedule Maintenance Plan).
* Maintenance Plan : Enter your plan number and press Enter .
* Start Scheduling : Click the Start icon (or go to Maintenance plan > Scheduling > Start ).
* Enter the "Start Date" / "Completion Date" :
* The Rule : You must use Today's date minus 4 weeks .
* Example: If today is April 19, enter March 22.
* Press Enter . The system will calculate the next calls.
* Verify the Package : Ensure the next upcoming call is indeed the 4 MON (4-month) Maintenance Package.
* Save (Floppy Disk icon). This will generate a new Maintenance Order number.
Step 3: Verify the Generated Maintenance Order
You must now check that the order was created correctly based on the rules of your Task List (Task 7) and Maintenance Plan (Task 8).
* Display Order : In IP10 , select the line for the generated call and click the Display Order icon (or use transaction IW33 with the new order number).
* Check the following three items :
* Operations : Verify there are exactly 2 operations in the order (the Monthly and 4-Month tasks).
* Maintenance Plan : Confirm the order shows your specific Maintenance Plan number.
* Task List : Verify the "Last Included Task List" is A / TL-48 / 1 .
12. Frage
Check Inspection Lot and record Inspection Results
The project team evaluates during the implementation project the checking of Inspection Lots Checklist processing including result recording. The following features need to be checked:
* Display the automatically created Inspection Lot
* Record Inspection Results
* Display the automatically created Inspection Lot for the previously created Maintenance Order including Checklist. The Inspection Lot comprises the following data:
* Record Inspection Results for the previously created Inspection Lot so that the Usage Decision is automatically set to Can be used .
Antwort:
Begründung:
See the Explanation for complete Solution of this Task.
Explanation:
Task 13 Overview
This task focuses on the quality management (QM) integration with maintenance. You will verify the inspection lot that was automatically triggered by your maintenance order and then record the results to confirm the technical object is fit for use.
Step 1: Display the Automatically Created Inspection Lot
Before recording results, you must verify that the system generated the correct inspection lot for your maintenance order.
* Access the Transaction : Enter QA03 (Display Inspection Lot) in the command field and press Enter .
* Locate the Lot : Search for the inspection lot associated with the maintenance order you created in Task 12.
* Verify the Following Data :
* Material : T-PM1100
* Plant : 1010
* Inspection Lot Origin : 89 (Miscellaneous)
* Group : CL-DE-00
* Group Counter : 1
Explanation : The inspection lot is the central record for quality testing. Seeing these specific values (Group CL-DE-00) confirms that the classification you set up in Task 11 correctly triggered the intended inspection plan.
Step 2: Record Inspection Results
This is the process of entering the actual findings from the checklist inspection.
* Access the Transaction : You can navigate directly from the Inspection Lot in QA03 or use transaction QE51N (Results Recording Selection).
* Select the Lot : Enter your inspection lot number and click Execute .
* Record Results :
* Enter the inspection values for each characteristic listed in the checklist.
* Ensure the values you enter are within the "Acceptable" range or marked as "Pass".
* Automatic Usage Decision : Record the results such that the Usage Decision (UD) is automatically set to "Can be used" .
* Save : Click the Save (floppy disk) icon.
Explanation : By recording positive results, you satisfy the quality requirements for the maintenance task.
The automatic transition to "Can be used" status tells the system the pump has passed inspection and the maintenance order can proceed toward completion.
13. Frage
Task 11: Classify a piece of Equipment
The project team evaluates during the implementation project the classification of Technical Objects in order to use Checklists in SAP S/4HANA Asset Management. The following features need to be checked:
* Assign a class to a Technical Object
* Assign chararcteristic values to a class
* Assign class EQ11 value to Technical Object T-PA## .
* Assign a characteristic value, so that Inspection Plan Q / CL-DE-00 / 1 is automatically found during the checklist process
Antwort:
Begründung:
See the Explanation for complete Solution of this Task.
Explanation:
Task 11 Overview
This task involves classifying a piece of equipment so it can be used in the Checklist process . By assigning a specific class and characteristic values, you enable the system to automatically find the correct inspection plan when a maintenance order is created.
Step 1: Access the Equipment Master Record
To classify the equipment, you must first open its master record in "Change" mode.
* Transaction Code : Enter IE02 (Change Equipment) in the command field and press Enter .
* Equipment : Enter T-PA48 .
* Action : Press Enter to open the record.
Step 2: Assign the Class to the Equipment
Now you will link the equipment to a class that contains the required technical characteristics.
* Navigate : Click the Classification button in the top toolbar (or go to the Classes tab if available).
* Class Assignment :
* Class Type : Ensure this is set to 002 (Equipment Class).
* Class : Enter EQ11 .
* Action : Press Enter . The system will now display the characteristics associated with class EQ11 in the bottom half of the screen.
Explanation : Assigning a class is like giving the equipment a "category". Class EQ11 is specifically configured in this system to hold the data needed for checklist processing.
Step 3: Assign Characteristic Values
This is the critical step that tells the system exactly which inspection plan to use for this specific pump.
* Locate the Characteristic : In the values table, look for a characteristic related to "Inspection Plan" or
"Checklist Group."
* Enter the Value : Assign the value so that Inspection Plan CL-DE-00 / 1 is automatically found.
* Note: Typically, you will enter CL-DE-00 in the "Inspection Plan Group" field and 1 in the
"Group Counter" field.
* Action : Press Enter to validate the values.
Explanation : Characteristic values are the specific details for this asset. By entering these values, you "tag" the equipment so that whenever it is added to a maintenance order, the system knows to look for the CL-DE-
00 checklist automatically.
Step 4: Save
* Action : Click the Save (floppy disk) icon.
* Confirmation : The system should display a message at the bottom saying: "Equipment T-PA48 changed."
14. Frage
Create a Maintenance Plan
The project team evaluates during the implementation project Maintenance Plans in SAP S/4HANA Asset Management. The following features need to be checked:
Create a Maintenance Plan
Create a Maintenance Plan and save it. Use the following information:
Antwort:
Begründung:
See the Explanation for complete Solution of this Task.
Explanation:
Task 8: Create a Maintenance Plan
The objective of this task is to create a strategy-based maintenance plan that will automatically generate work orders for your pump based on the frequencies defined in your task list.
Step 1: Access the Transaction
* Transaction Code : Enter IP42 in the command field and press Enter .
* Initial Screen :
* Maintenance Plan Category : Select Maintenance Order (or "Maintenance plan for Maintenance Order" if using the Fiori Launchpad).
* Maintenance Strategy : Enter Z48 .
* Press Enter .
Step 2: Enter Header and Maintenance Item Data
Once you are on the main creation screen, fill in the "Maintenance Item" section to define what is being maintained and how the orders should look:
* Description : Enter Regular pump maintenance Z48 .
* Equipment : Enter T-PA48 .
* Planning Plant : This should default to 1010 based on the equipment, but ensure it is correct.
* Order Type : Enter PM02 .
Explanation : By assigning Equipment T-PA48 and Order Type PM02 , you are telling SAP to generate a specific "Planned" maintenance order every time this schedule is triggered.
Step 3: Link the Task List
This step connects the plan to the specific maintenance steps (operations) you created in Task 7.
* Look for the Task List section at the bottom of the screen.
* Task List Type : Enter A (General Task List).
* Group : Enter TL-48 .
* Counter : Enter 1 .
* Press Enter to validate the connection. You should see the description "Regular Maintenance GR48" appear.
Explanation : Linking the Task List ensures that when the maintenance plan generates an order, it automatically copies the 30-minute operations you defined earlier into that order.
Step 4: Set Scheduling Parameters (Optional but Recommended)
While the table in your document focuses on the data above, typically you would click the Maintenance Plan Scheduling Parameters tab to ensure the "Scheduling Period" and "Start Date" are set. However, for the assessment, the mandatory data is what we entered in Steps 1-3.
Step 5: Save
* Click the Save (floppy disk) icon.
* Note your Maintenance Plan Number : The system will display a message at the bottom, such as
"Maintenance plan 123 saved." Write this number down , as you will need it for Task 9: Schedule a Maintenance Plan .
Task 8 is now complete! You have built the automated "brain" that will handle the recurring maintenance for your pump.
15. Frage
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