PM500 Refurbishment

USER TRAINING
MANUAL
PM – Refurbishment USER Training MANUAL

Submitted by: Rana Adeel
USER TRAINING MANUAL
PM – Refurbishment
TABLE OF CONTENTS
MODULE: REFURBISHMENT WORK ORDER PLANNING OVERVIEW...................... 3
MODULE: REFURBISHMENT WORK ORDER PLANNING .......................................... 5
1. Material Stock Overview – MMBE ............................................................................................................... 5
2. Create Standard Maintenance Order – IW31 ............................................... Error! Bookmark not defined.
3. Dismantle Equipment from Functional Location – IE02 .......................... Error! Bookmark not defined.
4. Create Refurbishment Order – IW81 .......................................................................................................... 9
MODULE: REFURBISHMENT USING SUBCONTRACTING .......................................20
5. Create Refurbishment Order – IW81 .........................................................................................................20
USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 2 of 34

Module: Refurbishment Work Order

Planning Overview
This module will give an overview of the presentation which
accompanies this course. The objectives of this module overview are
to;
 Demonstrate cycle of the refurbishment process
 Perform transaction within the replacement cycle
 Describe the main steps within refurbishment processing
 Understand the integration of the refurbishment process with the
materials management module
 Perform transactions in SAP to create, change, plan and
complete standard and refurbishment work orders
Refurbishment Work Order Planning

Refurbishment Overview
 What is a Refurbishment?
 Refurbishment processing can be seen as two processes:
– Replacement process involving the exchange of defective and usable
repairable spares
– Refurbishment process bringing the defective spare back to almost new
condition
Work Orders involved in refurbishment

 PM01 corrective maintenance work order: standard work order
– To remove defective equipment
– To issue new or repaired spare from warehouse via a reservation created
by work order
 PM04 refurbishment work order
– To actually refurbish equipment using
• warehouse supplied materials and internal labor
• external services as required in the repair
– To capture the costs of the refurbishment so they are reflected in the
moving average price of that repaired spare part
Installing/Dismantling Equipment
 Equipment can only be installed at one location at the same time.
 The installing and dismantling of equipment records is used to record the physical
movement of the equipment within the plant.
 In the course of its useful life, equipment can be installed at different locations.
 The Measurement point and counter transfers are taken up or broken during
installation or dismantling.
Confirming the Work Order

 Time confirmations
• Record time for each resource used for each internal operation
 Service confirmation
• Create a service entry sheet with reference to the service call off
order for service received
• Release the service entry sheet
 Technically complete work order
Refurbishment Maintenance Order

 Refurbishment is the repair of an item to its “as new” condition
 Created to perform refurbishment of repairable items that are kept as a stock item
in the warehouse
 Order type PM04
 Used for the refurbishment of the following types of items:
• Repairable spares both
• a) Not serialized
• b) Serialized
 Order type will be created directly without a notification.
Equipment List Editing
 For serialized material items, those with individual equipment records, the list
editing equipment list transaction can be used on top of the stock overview to
display the overall status of all individual equipments by a material master within
a plant.
 The displayed fields can be changed to display the equipment number, serial
number, statuses, plant and storage location.
Refurbishment Order
 Order type PM04 for ‘Refurbishment order’ is used to manage the refurbishment
of a stock item
 There are three different valuations for the stock item:
• New
• Repaired
• Damaged
 It is possible to have multiple quantity on the order
 The from – to condition and location are planned in the order
Refurbishment Order Planning

 If the material is serialized the serial number is also entered
 Refurbishment order will follow the same order life cycle as an ordinary order
 The resources required to perform the refurbishment are planned:
• Internal and /or external labor
• Materials
• PRTs
 Note: Repair of a non-stock material will be performed via the corrective
maintenance process

Module: Refurbishment Work Order

Planning
At the conclusion of the exercises, you will be able to:
 Material Stock Overview
 Create Standard Maintenance Order
 Dismantle the Defective Equipment from the Functional
Location
 Create a Refurbishment Order
1. Material Stock Overview – MMBE

SCENARIO
This transaction can be used to view the stocks of an entered material. The table shows
how many New, Refurbished and Broken items are available in the various Storage
locations in and around the warehouse.
In this exercise check out the stocks for a material and view the relevant equipment
numbers.
INSTRUCTIONS
Follow the Menu Path: Logistics  Plant Maintenance Management of Technical
ObjectsMaterialStock Overview – MMBE
1. Double click MMBE – Stock Overview

2. Information step:
Field Name Field Description

Material Alphanumeric key uniquely identifying the material.
Plant Key uniquely identifying a plant.
Storage location Number of the storage location at which the material is stored. A plant may
contain one or more storage locations.
Batch Assigns a material that is manufactured in batches or production lots to a
specific batch.
3. Exercise step: Update the following fields:

Field Name Values
Material Enter material number
Plant 1000

4. Click Execute
Note:
You are able to view the “Stock Overview” report.
There are three batches to this stock overview report namely;
a) New;
b) Repaired;
c) Damaged.
Material Alphanumeric key uniquely identifying the material..
Material type Key that assigns the material to a group of materials such as raw materials,
operating supplies or trading goods.
The material type defines certain attributes of the material and has important
control functions.
Unit of measure Unit of measure in which stocks of the material are managed. The system
converts all the quantities you enter in other units of measure (alternative
units of measure) to the base unit of measure.

6. Click Back to go to the previous screen.
7. Click Exit to go to the SAP Easy Access screen.

2. Create Refurbishment Order – IW81

SCENARIO
If a stock item is repairable a refurbishment type maintenance order can be created to
manage the repairs/refurbishment.
A refurbishment order is created against a material (stock) number and NOT an
equipment number. This allows the costs to be captured for that Material number and
not against a maintenance budget. The reference to the material can also include its
serial number if the item is serialized.
Planning for a refurbishment order is carried out the same way as any other
maintenance order. This means that plan data such as man-hours, materials and any
external services should be entered into the refurbishment order.
You will now create a refurbishment order.
INSTRUCTIONS
Follow the Menu Path: Logistics  Plant Maintenance Maintenance
ProcessingOrderCreate (Special)Refurbishment Order – IW81
1. Double click IW81 –Refurbishment Order

Note:
Normally, the last material number you worked on defaults If you want to enter
that particular material, do not change it. If you want to enter a different material
number, enter the number of the material to be used.
Order type Type of maintenance order. PM orders are classified according to their
usage.
Priority The key in this field indicates the importance of the processing of the
order/notification.
Material number Number of the material that is to be produced with this order.
Planning plant Key that identifies the maintenance planning plant.
Business area Key identifying a business area.

Field Name Values
Order type PM04 –Refurbishment Maintenance Order
Material Refer to the material number you used in the exercise MMBE
Planning plant 1000
4. Click Enter . to proceed.

Description Short description of the order (language-independent).
You can enter longer language-dependent texts, using the "Long text"
function.
System status Key displaying the current status of an object.
Planner group Key that uniquely identifies the planner group in Customer Service or Plant
Maintenance.
Main work center Key which uniquely identifies the responsible work center for this technical
object.
Costs Estimated total cost of order.
PM Activity type Key which uniquely identifies the maintenance activity type.
Target quantity Total quantity (including scrap) to be produced in this order.
Delivered quantity Quantity delivered to stock.
From Plant Key uniquely identifying a plant.


To Plant Plant in which, after order execution, the goods receipt takes place for the
material produced.
Storage location Number of the storage location at which the material is stored. A plant may
contain one or more storage locations.
Valuation type Uniquely identifies separately valuated stocks of a material.
Basic start Basic start date
Basic finish Order finish date
Revision Key that uniquely identifies a revision.
Operation Describes the operation or sub-operation.
Calculation key Calculation key for duration, work or number of required capacities in the
activity.
Control key Determines which business transactions should be executed for the object
that belongs to the task list or order (for example scheduling or costing).
Activity type Key uniquely identifying an.
Activity types describe the activity produced by a cost center and are
measured in units of time or quantity.
Work duration Amount of work involved in performing the activity.
Personnel number Personnel number of the person to whom the confirmed data relates.

Field Name Values
Description Refurbishment for Cylinder
Main work center Select from the list (F4)
PM Activity type Select from the list (F4)
Target quantity 1
From Plant 1000
Storage location SL02
Valuation type Damaged
To Plant 1000
Valuation type Repaired
Basic start Today’s date
7. Click Enter to validate your entries.

Note:
Your entries are updated
8. Click the Operations tab to go to the “Operations” view

Note:
You are taken to the “Create Refurbishment order: Operation Overview”

screen.
Operation/Activity Determines in which order the operations of a sequence are carried out.
number
Sub operation Determines in which order the sub-operations of an operation are listed.
Standard text key Key which identifies a text that is frequently used to describe certain
processes (for example, turning or milling).
System condition Key for the system condition of an operational system
Operation short text Describes the operation or sub-operation.
Work Amount of work involved in performing the activity.


Unit for work Unit for work.
Number Number of the capacities required of the capacity category to carry out the
operation.
Duration The normal duration required to carry out the activity.
Normal/duration unit Unit in which the normal duration of the activity is expressed.
activity.
10. Exercise step: Update the following fields::

Field Name Values
Description Enter description
Number 2
Duration 3
12. Click the Costs tab to go to the “Costs” view

13. Click Determine Costs
14. Click Settlement rule
Note:
You are able to view the Settlement details.

15. Click Back to go back to the “Create Refurbishment order: Component

Overview” screen.
Note:
You are taken back to the “Create Refurbishment order: Component

Overview” screen.
16. Click Release

17. Click Save

The system displays the message “Ordersaved with number4xxxxxxxxx.
18. Note down the Order number from the message bar starting with 4xxxxxxxxx.
19. Click Exit to go to theSAP Easy Accessscreen.

Module: Refurbishment Using

Subcontracting
At the conclusion of the exercises, you will be able to:
 Create Refurbishment Order
3. Create Refurbishment Order – IW81

SCENARIO
Subcontracting is a process that allows you to send refurbishment parts to external
subcontractors. A service provider receives a part from a customer for maintenance or
repair. The service provideradds the defective part to its stocks first, and then repairs.
As soon asthe work is complete, the subcontractor sends the part back to.
INSTRUCTIONS
Follow the Menu Path: Logistics  Plant Maintenance Maintenance
ProcessingOrderCreate (General) IW31
1. Double click IW31 –Create(General)

Order type Type of maintenance order. PM orders are classified according to their
usage.


order/notification.
Material number Number of the material that is to be produced with this order.
Planning plant Key that identifies the maintenance planning plant.

Field Name Values
Order type PM04
Material number Enter your repairable item
Plng Plant 1000

Planner group Key that uniquely identifies the planner group in Customer Service or Plant
Maintenance.
Notification Number that identifies the notification.
Main work center Key which uniquely identifies the responsible work center for this technical
object.
PM Activity type Key which uniquely identifies the maintenance activity type.
Basic start Basic start date
Basic finish Order finish date
order/notification.
Functional location Label that uniquely identifies a functional location.
If alternative labels exist for a functional location, you can define in your user
profile which label should be displayed in this field.
Equipment Number by which a piece of equipment can be clearly identified.
Malfunction start Date of day on which the malfunction started, or on which the problem
occurred.
Malfunction end Date of day on which the problem was solved, or on which the malfunction
ended.
Breakdown indicator Indicator that informs you when a machine has broken down.
Breakdown duration Period of machine downtime in the unit specified.
Operation Describes the operation or sub-operation.
activity.
Basis for the calculation is:
 Number of capacities with the capacity category

 Operating (working) time percentage of the entered capacity
 Duration of the activity
 Work
Work center Key identifying the work center.
Control key Determines which business transactions should be executed for the object
that belongs to the task list or order (for example scheduling or costing).
Activity type Key uniquely identifying an.
Activity types describe the activity produced by a cost center and are
measured in units of time or quantity.
In activity type planning, control data determines whether the activity price
for evaluation of the activity type is manually set or is derived iteratively
through activity price calculation.

6. Exercise step:

Description Refurbishment for sp000011 by subcon
Main work center Select from the list (F4)
PM Activity type Select from the list (F4)
Target quantity 1
From Plant 1000
Valuation type Damaged
To Plant 1000
Valuation type Repaired
7. Click the Operations tab to go to the “Operations” view
Operation/Activity Determines in which order the operations of a sequence are carried out.
number
Sub operation Determines in which order the sub-operations of an operation are listed.


Standard text key Key which identifies a text that is frequently used to describe certain
processes (for example, turning or milling).
System condition Key for the system condition of an operational system
Operation short text Describes the operation or sub-operation.
Work Amount of work involved in performing the activity.
Unit for work Unit for work.
Number Number of the capacities required of the capacity category to carry out the
operation.
Duration The normal duration required to carry out the activity.
Normal/duration unit Unit in which the normal duration of the activity is expressed.
activity.
9. Exercise step:
Operation/Activity 10.
number
Control Key PM02.
Operation short text Material refurbishment.

The system displays the message “The purchasing data is incomplete”
10. Click Confirm

11. Exercise step: update the following fields:

Field Name Values
Material group Services
Purchasing group 0001/1000
Requisitioner Type your name
Subcontr.
Tick
12. Click Continue

13. Click Release to release the order.

14. Click Save

The system displays the message “OrderXXXXXXXXX saved with notification

XXXXXXXXXX”.
15. Note down the Order number from the message bar.
16. Click Exit to go to the SAP Easy Access screen.

32. Purchase requistion will be generated for subcontracting opertaion check in IW32 by entering
order number.

Click actual data tab below .

PR number is displayed.
33. Purchase department will approve and convert PR to PO.

34. Store person will transfer the stock to “stock transfer to vendor”.
T-code is migo.

35. Check stock overview in MMBE.

36. Do goods receipt with respect to PO when material is received from vendor.
37. Check stock overview now.

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USER TRAINING

PM – Refurbishment USER Training MANUAL

MODULE: REFURBISHMENT WORK ORDER PLANNING OVERVIEW...................... 3

MODULE: REFURBISHMENT WORK ORDER PLANNING .......................................... 5

1. Material Stock Overview – MMBE ............................................................................................................... 5

4. Create Refurbishment Order – IW81 .......................................................................................................... 9

MODULE: REFURBISHMENT USING SUBCONTRACTING .......................................20

5. Create Refurbishment Order – IW81 .........................................................................................................20

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 2 of 34

Module: Refurbishment Work Order

Refurbishment Work Order Planning

Work Orders involved in refurbishment

Confirming the Work Order

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 3 of 34

Refurbishment Maintenance Order

Refurbishment Order Planning

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 4 of 34

Module: Refurbishment Work Order

1. Material Stock Overview – MMBE

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 5 of 34

Field Name Field Description

Plant Key uniquely identifying a plant.

3. Exercise step: Update the following fields:

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 6 of 34

You are able to view the “Stock Overview” report.

There are three batches to this stock overview report namely;

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6. Click Back to go to the previous screen.

7. Click Exit to go to the SAP Easy Access screen.

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 8 of 34

2. Create Refurbishment Order – IW81

You will now create a refurbishment order.

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 9 of 34

Planning plant Key that identifies the maintenance planning plant.

Business area Key identifying a business area.

3. Exercise step: Update the following fields:

4. Click Enter . to proceed.

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 10 of 34

Target quantity Total quantity (including scrap) to be produced in this order.

Delivered quantity Quantity delivered to stock.

From Plant Key uniquely identifying a plant.

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 11 of 34

Field Name Field Description

Basic start Basic start date

Basic finish Order finish date

Revision Key that uniquely identifies a revision.

Operation Describes the operation or sub-operation.

6. Exercise step: Update the following fields:

7. Click Enter to validate your entries.

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 12 of 34

Your entries are updated

8. Click the Operations tab to go to the “Operations” view

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 13 of 34

You are taken to the “Create Refurbishment order: Operation Overview”

System condition Key for the system condition of an operational system

Operation short text Describes the operation or sub-operation.

Work Amount of work involved in performing the activity.

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 14 of 34

Field Name Field Description

10. Exercise step: Update the following fields::

11. Click Enter to validate your entries.

12. Click the Costs tab to go to the “Costs” view

USER TRAINING MANUALPM – Refurbishment Version 1.0 Page 15 of 34

13. Click Determine Costs