4/17/2021

Asset Management
Generated on: 2021-04-17 08:08:37 GMT+0000

SAP S/4HANA Cloud | 2102

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Maintenance Process
This is a comprehensive phase-based process to support maintenance of technical objects.

Con guration for Key Users

In Asset Management , several self-service con guration UIs (SSCUIs) are available in the Manage Your Solution app. They are
relevant for the Maintenance Management sub application area.

Features
The following SSCUIs are available as part of the General Settings con guration item:

SSCUI Settings you can make

De ne Consequence Categories, Consequences, and Likelihood Allows you to de ne consequence categories, consequences, and
likelihood.

De ne Prioritization Pro les Allows you to de ne prioritization pro les.

De ne Reason Codes Allows you to de ne reason codes that can be used during
screening of maintenance requests.

The following SSCUIs are available as part of the Order Processing con guration item:

SSCUI Settings you can make

Assign Valid Settlement Pro les to Order Types Allows you to assign valid settlement pro les to order types and
thereby determine the entries that show up in the Settlement
Pro le input help in maintenance orders.

De ne Change Documents, Collective Purchase Requisition, MRP Allows you to de ne the time of creation of a purchase requisition
relevance and reservations for materials of a maintenance order.

De ne Approval Settings for Maintenance Orders Allows you to de ne approval settings for maintenance orders.

De ne Phase Control Code for Maintenance Orders Allows you to de ne phase control codes for maintenance orders.

Display Serial Numbers

As an inventory manager or warehouse clerk, you can use this app to display a list of the serial numbers assigned to a material.
The list re ects the serial numbers of the materials according to the last posted Goods Movement. You can sort and lter this
list according to your needs. You can then export the list. This app is accessible through the Stock – Single Material and Stock –
Multiple Materials apps.

Key Features
You can use this app to:

Display a list of serial numbers assigned to a material, plant, storage location, stock type, special stock or batch.

Search for a speci c serial number.

Export a list of serial numbers.

Filter, sort, and group your results list according to your needs.

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This app uses the C_MaterialSerialNumber CDS view.

Supported Device Types

Desktop

Tablet

Smartphone

Relevant Business Catalog

EAM - Display Serial Numbers: SAP_EAM_BC_SERIALNO_DSP_PC (business roles: Inventory Manager and Warehouse
Clerk)

Related Information
Serial Number Management
Serial Number Pro le
Working With Serial Numbers
Serial Number Master Record

Maintenance Backlog Overview

With this app, you can display information about maintenance backlogs for a speci c planning bucket. Maintenance request and
maintenance orders are the maintenance backlog types. The selection area contains lter values like planning bucket template,
past buckets and future backets.

Key Features
This app provides the following key features:

Maintenance backlog card contains a stacked bar chart that provides you with information about backlogs. You can view
the details of the maintenance backlogs by phase, activity type, order type, or priority. The X-axis is the planning bucket
with the backlog details and, the Y-axis is the number of maintenance backlogs against the category from the drop-down.

Quick link card lets you display static links in the form of list items. Click the link to navigate to a particular application.

Supported Device Types

Desktop

Tablet

Smartphone

Maintenance Order Types

The maintenance process supports the following order types:

Reactive Maintenance: The process that involves this order type allows you to perform maintenance of technical objects
whenever a breakdown or a failure occurs. This process helps you reduce an asset’s downtime and increase productivity.
For more information, see Reactive Maintenance.

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Proactive Maintenance: The process that involves this order type allows you to prevent the failure or breakdown of an
asset by implementing preventive maintenance and using proactive measures. This ensures that the assets are well
utilized and are available. It encourages optimal performance of assets and reduces cost by minimizing breakdowns. For
more information, see Proactive Maintenance.

Improvement Maintenance: The process that involves this order type allows you to create and plan improvement orders.
An example is redesigning an equipment. This helps to reduce cost and improves the performance of an asset. For more
information, see Improvement Maintenance.

Operational Maintenance: The process that involves this order type allows you to record routine maintenance such as
greasing that is done by maintenance or production team. This enables you to reduce cost and track activities which are
not part of traditional maintenance process. For more information, see Operational Maintenance.

Overhead Maintenance: The process that involves this order type allows you to record activities that are not part of
typical maintenance tasks such as training, development, documentation, and so on. This enables you to reduce cost and
track activities which are not part of traditional maintenance process. For more information, see Overhead Maintenance.

Reactive Maintenance
When you create maintenance orders of the Reactive Maintenance order type, the end-to-end maintenance process is
structured according to the following nine phases:

Initiation

During this phase, you submit a maintenance request, view the details of all the maintenance requests you submitted
and prioritize maintenance events.

For more information, see Initiation.

Screening

During this phase, you can review the submitted maintenance requests and see whether the required information is
complete.

For more information, see Screening.

Planning

After the maintenance request has been accepted, you can start planning the resources for the maintenance order. This
order inherits the data of the accepted maintenance request.

For more information, see Planning.

Approval

During this phase, maintenance orders are approved by means of a exible work ow process.

For more information, see Approval.

Preparation

Once the order has been released, the maintenance planner divides the maintenance effort into manageable groups,
levels out the work load over several weeks, determines the concrete time period for the requested maintenance work
and checks the availability of all the required resources, spare parts and services.

For more information, see Preparation.

Scheduling

During this phase the maintenance planner or scheduler dispatches the order operations and suboperations and thereby
con rms that they have been scheduled at the right work center and at the right time.

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For more information, see Scheduling.

Execution

During this phase, the maintenance technician executes the preliminary and main maintenance tasks, captures time and
material consumption and con rms that the main work has been executed.

For more information, see Execution.

Post Execution

During this phase, the maintenance technician executes the nishing maintenance tasks and documents time and
material consumption.

For more information, see Post Execution.

Completion

During this phase, the maintenance planner or nancial controller reviews maintenance orders that have already been
technically completed but not yet nancially settled, performs all the necessary tasks and nally sets the orders to
Complete (Business).

For more information, see Completion.

To view and monitor all the maintenance orders belonging to a speci c phase or subphase, you can lter the maintenance order
list accordingly in the Find Maintenance Order app. The phase and subphase is also displayed as a table column in several apps
such as in the Manage Maintenance Backlog app.

Proactive Maintenance

When you create a maintenance noti cation of the type Proactive Maintenance using the Create Maintenance Plan app, it
follows the process from Screening to Completion.

When you create a maintenance order of the type Proactive Maintenance using the Create Maintenance Plan app, the order
does not go for initiation and screening. One of the following will take place:

If you opted not to release the order immediately, then the order moves to the Approval phase.

If you opted to release the order immediately, then the order moves to the Preparation phase.

For more information, see Do Not Release Immediately.

The phases are as follows:

Screening

You can review and accept maintenance requests. For more information, see Screening.

Planning

After the maintenance request has been accepted, you can start planning the resources for the maintenance order. This
order inherits the data of the accepted maintenance request. For more information, see Planning.

Approval

During this phase, maintenance orders are approved by means of a exible work ow process. For more information, see
Approval.

Preparation

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Once the order has been released, the maintenance planner divides the maintenance effort into manageable groups,
levels out the work load over several weeks, determines the concrete time period for the requested maintenance work
and checks the availability of all the required resources, spare parts and services. For more information, see Preparation.

Scheduling

During this phase the maintenance planner or scheduler dispatches the order operations and suboperations and thereby
con rms that they have been scheduled at the right work center and at the right time. For more information, see
Scheduling.

Execution

During this phase, the maintenance technician executes the preliminary and main maintenance tasks, captures time and
material consumption and con rms that the main work has been executed. For more information, see Execution.

Post Execution

During this phase, the maintenance technician executes the nishing maintenance tasks and documents time and
material consumption. For more information, see Post Execution.

Completion

During this phase, the maintenance planner or nancial controller reviews maintenance orders that have already been
technically completed but not yet nancially settled, performs all the necessary tasks and nally sets the orders to
Complete (Business). For more information, see Completion.

To view and monitor all the maintenance orders belonging to a speci c phase or subphase, you can lter the maintenance order
list accordingly in the Find Maintenance Order app. The phase and subphase is also displayed as a table column in several apps
such as in the Manage Maintenance Backlog app.

Do Not Release Immediately

With the Do Not Release Immediately checkbox, you can de ne the phase of a maintenance order. When you create an order,
you can choose whether an order requires or does not require approval before it is released.

As a planner, you can use the Do Not Release Immediately checkbox to do the following:

Decide if a proactive maintenance order should be released directly or if it should be released after the order goes
through an approval process.

Decide the phase in which the proactive maintenance order needs to be created when a maintenance plan scheduler
triggers a call for a speci c date based on certain conditions.

Approving Maintenance Orders

Let’s take an example to explain the approval of maintenance orders.

Con guration

As a con guration expert, you can maintain values in the SSCUI De ne Approval Settings for Maintenance Orders. For more
information, see Con guration for Key Users

1. Select the order type YA02 (Proactive Maintenance) and the planning plant 1010.

2. Save this con guration.

De ning Work ows

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Work ows allow you to make optimal use of resource and material cost since a planner has the option to manage the activities,
based on the current asset situation. Work ows bring in more control and help you schedule better.

As a maintenance planner, you can de ne a work ow in the Manage Work ows for Maintenance Orders app. For more
information, see Manage Work ows for Maintenance Orders.

For example, let us take a work ow that has the following conditions and steps:

Condition or Step Value

Condition 1 Planning plant is 1010

Condition 2 Order type is YA02

Condition 3 Main work center is RES-0100

Step 1 Approve maintenance order

Result: If an order that is generated ful ls the above conditions, the order will be available in My Inbox app. You can approve the
order.

Preparing Maintenance Plans

As a maintenance planner, follow these steps:

1. Go to the Create Maintenance Plan app.

2. Create a single cycle time-based maintenance plan of category ʻmaintenance order’.

3. Create a maintenance item for a technical object and select the order type Proactive Maintenance.

4. Go to Items General Data . Select the Do Not Release Immediately checkbox.

5. In the Planning Data tab, enter mandatory details such as scheduling period and cycle duration (1/Mon) as 6 months.

6. Save the details.

Scheduling Maintenance Plans

Go to the Schedule Maintenance Plan app and select the plan you created.

In this example, select Manual Call to create one call object immediately instead of waiting for a month for the rst cycle.

Submitting Maintenance Orders for Approval

Go to Manage Maintenance Noti cations and Orders app. Select the order generated from the call and choose Submit for
Approval.

The maintenance order will now be created in the phase Planning and the subphase In Planning. The system status of the order
is ORAR (Order Approval Required). This means that the order cannot be released till it has been approved by an approver. The
approver is the recipient we de ned in the work ow con guration.

Approving Maintenance Orders

To approve maintenance orders, follow these steps:

1. Go to the My Inbox app.

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2. Select the order and choose Approve.

The order is in status Order Approved and it is ready to be released.

Related Information
Con guration for Key Users
Process Maintenance Order
Manage Maintenance Noti cations and Orders
My Inbox

Improvement Maintenance

When you create a maintenance order of the type Improvement Maintenance using the Create Maintenance Order app, the
process is structured according to the following phases:

Planning

During this phase, you can start planning the resources for the maintenance order. For more information, see Planning.

Approval

During this phase, maintenance orders are approved by means of a exible work ow process. For more information, see
Approval.

Preparation

Once the order has been released, the maintenance planner divides the maintenance effort into manageable groups,
levels out the work load over several weeks, determines the concrete time period for the requested maintenance work
and checks the availability of all the required resources, spare parts and services. For more information, see Preparation.

Scheduling

During this phase the maintenance planner or scheduler dispatches the order operations and suboperations and thereby
con rms that they have been scheduled at the right work center and at the right time. For more information, see
Scheduling.

Execution

During this phase, the maintenance technician executes the preliminary and main maintenance tasks, captures time and
material consumption and con rms that the main work has been executed. For more information, see Execution.

Post Execution

During this phase, the maintenance technician executes the nishing maintenance tasks and documents time and
material consumption. For more information, see Post Execution.

Completion

During this phase, the maintenance planner or nancial controller reviews maintenance orders that have already been
technically completed but not yet nancially settled, performs all the necessary tasks and nally sets the orders to
Complete (Business). For more information, see Completion.

To view and monitor all the maintenance orders belonging to a speci c phase or subphase, you can lter the maintenance order
list accordingly in the Find Maintenance Order app. The phase and subphase is also displayed as a table column in several apps
such as in the Manage Maintenance Backlog app.

Operational Maintenance

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When you create a maintenance order of the type Operational Maintenance using the Create Maintenance Order app, the
process is structured according to the following phases:

Planning

During this phase, you can start planning the resources for the maintenance order. For more information, see Planning.

Approval

During this phase, maintenance orders are approved by means of a exible work ow process. For more information, see
Approval.

Preparation

Once the order has been released, the maintenance planner divides the maintenance effort into manageable groups,
levels out the work load over several weeks, determines the concrete time period for the requested maintenance work
and checks the availability of all the required resources, spare parts and services. For more information, see Preparation.

Scheduling

During this phase the maintenance planner or scheduler dispatches the order operations and suboperations and thereby
con rms that they have been scheduled at the right work center and at the right time. For more information, see
Scheduling.

Execution

During this phase, the maintenance technician executes the preliminary and main maintenance tasks, captures time and
material consumption and con rms that the main work has been executed. For more information, see Execution.

Post Execution

During this phase, the maintenance technician executes the nishing maintenance tasks and documents time and
material consumption. For more information, see Post Execution.

Completion

During this phase, the maintenance planner or nancial controller reviews maintenance orders that have already been
technically completed but not yet nancially settled, performs all the necessary tasks and nally sets the orders to
Complete (Business). For more information, see Completion.

To view and monitor all the maintenance orders belonging to a speci c phase or subphase, you can lter the maintenance order
list accordingly in the Find Maintenance Order app. The phase and subphase is also displayed as a table column in several apps
such as in the Manage Maintenance Backlog app.

Overhead Maintenance

When you create a maintenance order of the type Overhead Maintenance using the Create Maintenance Order app, the
process is structured according to the following phases:

Planning

During this phase, you can start planning the resources for the maintenance order. For more information, see Planning.

Approval

During this phase, maintenance orders are approved by means of a exible work ow process. For more information, see
Approval.

Preparation

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Once the order has been released, the maintenance planner divides the maintenance effort into manageable groups,
levels out the work load over several weeks, determines the concrete time period for the requested maintenance work
and checks the availability of all the required resources, spare parts and services. For more information, see Preparation.

Scheduling

During this phase the maintenance planner or scheduler dispatches the order operations and suboperations and thereby
con rms that they have been scheduled at the right work center and at the right time. For more information, see
Scheduling.

Execution

During this phase, the maintenance technician executes the preliminary and main maintenance tasks, captures time and
material consumption and con rms that the main work has been executed. For more information, see Execution.

Post Execution

During this phase, the maintenance technician executes the nishing maintenance tasks and documents time and
material consumption. For more information, see Post Execution.

Completion

During this phase, the maintenance planner or nancial controller reviews maintenance orders that have already been
technically completed but not yet nancially settled, performs all the necessary tasks and nally sets the orders to
Complete (Business). For more information, see Completion.

To view and monitor all the maintenance orders belonging to a speci c phase or subphase, you can lter the maintenance order
list accordingly in the Find Maintenance Order app. The phase and subphase is also displayed as a table column in several apps
such as in the Manage Maintenance Backlog app.

Maintenance Process Phases

If you create maintenance requests and maintenance orders of a speci c type, these maintenance requests and orders are
processed according to the following phases:

Initiation

Screening

Planning

Approval

Preparation

Scheduling

Execution

Post Execution

Completion

For more information about which phases are relevant for which order type, see the detailed descriptions of the different order
types:

Reactive Maintenance

Proactive Maintenance

Improvement Maintenance

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Operational Maintenance

Overhead Maintenance

Initiation
During the Initiation phase, you can create maintenance requests for a technical object such as an equipment or a functional
location using the Create Maintenance Request app. You can enter all necessary details to help in screening, processing,
planning, and execution of the request. You can also include attachments and links. The app allows you to view open requests of
a technical object. Until a maintenance request is submitted, the latest draft is available.

Each maintenance request can be prioritized using one of the two options. You can select a priority from the list or assess
priority. The priority assessment is done based on a combination of consequence categories, consequences, and likelihoods.
Priorities can be assessed only if prioritization pro les are maintained for a combination of maintenance plant and noti cation
type.

When you submit a maintenance request, the new request is available in My Maintenance Requests app. Only your requests are
displayed. The requests are grouped and displayed based on their processing statuses. You can view the requests that you
submitted, the requests that have been sent to you because information was insufficient, the requests that were rejected, and
the requests that have been completed. If you have a request that requires additional information, edit the request and
resubmit it for screening. From this app, you can also navigate to Create Maintenance Request app to create a new request.

The new request moves to the Screening phase where it is reviewed.

Related Information
Create Maintenance Request
My Maintenance Requests

Create Maintenance Request

With this app, you can create maintenance requests. While creating a maintenance request, you can provide relevant
information that is required to identify and solve the problem.

Key Features
This app allows you to do the following:

Create maintenance requests for technical objects. The technical object may be a functional location or a piece of an
equipment

The new maintenance request is displayed in the Screen Maintenance Requests app. For more information, see Screen
Maintenance Requests.

The maintenance requests created by you are also available in My Maintenance Requests app. For more information,
see My Maintenance Requests.

View and update the latest draft. When you enter details to create a maintenance request and exit the app without
submitting the details, the maintenance request is saved as a draft. When you access the app next time, the draft is
displayed by default. You can complete the draft and submit it to create a maintenance request or discard the draft. If
you discard the draft, a new form is displayed. The discarded draft cannot be restored.

 Note
For each user, only the latest draft is available.

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View associated maintenance requests. When you select a technical object for which you want to create a maintenance
request, you can also view the open maintenance requests for the same technical object.

View hierarchy of functional location and equipment. If the functional location is an identifying level, complete hierarchy
of a technical object is displayed which include superior functional locations and child technical objects. These are
technical objects that are installed in the functional location. If it is not an identifying level it will show only superior
functional location and not child technical objects.

The hierarchy of functional location and equipment shown in this app is based on the second identifying level. The
identifying level for a functional location is de ned in the structure indicator that has for a functional location.

Only if the functional location is con gured as an identifying level in the SSCUI Create Structure Indicator for Reference
Locations/ Functional Locations, the underlying technical objects will be shown in hierarchy.

If you enter an equipment directly and select F4, the entire hierarchy of the equipment is displayed. This happens only for
equipment and not for functional location

View open maintenance requests. When you select a technical object, you can view all the maintenance requests that
are available for the technical object.

Scan barcode to enter the ID of the technical object.

 Note
This feature is available only on mobile device and is enabled by the SAP Fiori Client.

Enter description of the current location of the technical object. It is applicable for the technical objects that are not xed
assets.

Select the mode of failure of the technical object for which you are creating the maintenance request. When a technical
object has the probability of failing in various ways, it helps to have speci c information about the mode of failure. The
failure mode group and failure mode help you to capture such information.

 Note
The catalog type D (coding) is used for de ning failure modes in maintenance management. You can use the Edit
Code Group app to de ne failure mode groups and codes. In the Edit Catalog Pro le app, you can assign them so that
they can be used in the maintenance requests.

Use the template to describe the maintenance request.

Enter name of the user who reported the maintenance request.

Enter the start date of the malfunction.

Select a priority that you want to assign to the maintenance request. You can create priorities in the De ne Priorities for
Each Priority Type self-service con guration UI (SSCUI). For more information, see Self Service Con guration UIs

You can also assess priority by selecting a combination of consequence categories, consequences, and likelihood.
Prioritization pro les can be de ned using the SSCUI De ne Prioritization Pro les. For more information, see
Con guration for Key Users.

The priority de nes the importance of the maintenance request. The priority helps to derive the key dates for a
maintenance request such as the required start date, required end date, and the nal due date.

Upload documents related to the maintenance request. You can upload documents that have information related to the
maintenance request and will help the processor to provide quick resolution.

Provide link to documents related to the maintenance request.

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Supported Device Types

Desktop

Tablet

Smartphone

Related Information
Screen Maintenance Requests

Process Maintenance Order

Self Service Con guration UIs

App Extensibility: Create Maintenance Request

As a key user, you can extend the Create Maintenance Request app according to your business needs.

Custom Fields
With the Custom Fields tab in the Custom Fields and Logic app, you can create and maintain custom elds that you can use to
enhance applications. You can add elds to the following UI elements using key user adaptation:

Business Context UI Technology Navigation Path UI Element Type

Noti cation (EAMS_NTF) Fiori Create Maintenance Request Create Page Floorplan
Adapt UI

 Note
Editing of custom eld values is not available.

For more information, see:

Creating Custom Fields

Adding Extension Fields to Apps with Different UI-Technologies

Related Information
Extensibility
Creating Extension Items and Transporting Them

My Maintenance Requests
With this app, you can view your maintenance requests.

Key Features
This app allows you to do the following:

View maintenance requests that were submitted only by you. All the requests you submitted can be seen here.

View maintenance requests based on the status of the request. The statuses are:

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Submitted: These are the maintenance requests that you had submitted. When you submit a maintenance
request, it moves to Screen Maintenance Requests app where a supervisor will review the request. For more
information, see Screen Maintenance Requests.

Action Required: During screening, if the supervisor requires additional details to accept the request, the
maintenance request is sent back to you. You can enter the required details and submit the request for screening.
After you submit the request, the status of the request changes to Submitted.

Accepted: When the supervisor accepts a maintenance request, the request appears here. The accepted
requests are sent for planning and processing.

Rejected: You can view the maintenance requests that were rejected. During screening, if information is incorrect
or incomplete, the maintenance request is rejected. You cannot resubmit a rejected maintenance request.

Completed: You can view all your maintenance requests that have been processed. Solution has been provided for
these maintenance requests.

View the phase and sub phase of a maintenance request. The phase and sub phase of a maintenance request provide us
with details about the status of a maintenance request.

Use quick view for technical object and maintenance order and navigate to corresponding object pages for additional
details. The quick view for a technical object allows you to quickly view important details about the equipment or
functional location. It also allows you to navigate to the Display Technical Objects app where you can view additional
details about the technical object. Quick views are available for order numbers also.

View details such as noti cation type, order number, phase, and subphase in the Overview section. Order number is
shown if an order is assigned to the maintenance request.

Navigate to Create Maintenance Request app to create a new maintenance request. For more information, see Create
Maintenance Request.

Supported Device Types

Desktop

Tablet

Smartphone

App Extensibility: My Maintenance Requests

As a key user, you can extend the My Maintenance Requests app according to your business needs.

Custom Fields
With the Custom Fields tab in the Custom Fields and Logic app, you can create and maintain custom elds that you can use to
enhance applications. You can add elds to the following UI elements using key user adaptation:

Business Context UI Technology Navigation Path UI Element Type

Noti cation (EAMS_NTF) Fiori My Maintenance Object Page Section

Requests Any item Adapt UI
General Information tab
and/or Malfunction
Information tab

 Note
Editing of custom eld values is not available.
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For more information, see:

Creating Custom Fields

Adding Extension Fields to Apps with Different UI-Technologies

Related Information
Extensibility
Creating Extension Items and Transporting Them

Screening
The submitted maintenance request moves to the Screening phase. Here, maintenance requests are screened and accepted.

As a supervisor, you can review all the open maintenance requests in the Screen Maintenance Requests app. If information is
insufficient, you can send the request back to the initiator. When the initiator provides information and resubmits the request,
you can review the request again.

In the home screen of the app, the maintenance requests are grouped according to their statuses (Open, Accepted, Rejected,
Action Required, and Completed). By default, open requests are displayed.

While reviewing a request, you can also edit information related to malfunction, responsibility, priority, and other details.
Accepted maintenance requests move to the Planning phase.

Related Information
Screen Maintenance Requests

Screen Maintenance Requests

With this app, you can screen and accept maintenance requests. You can view status of a maintenance request along with other
details such as priority of the maintenance request, breakdown and malfunction details, and so on.

Key Features
This app allows you to do the following:

Filter, group, or sort maintenance requests by various parameters such as planning plant, planner group, main work
center, maintenance plant, technical object, location, and so on.

Filter maintenance requests according to the status.

Open: All maintenance requests that need to be screened are displayed.

Action Required: The maintenance requests that you sent back to the initiator to receive more information are
displayed.

Accepted: The maintenance requests that you reviewed and accepted are displayed. The accepted requests are
sent for planning and processing.

Rejected: The requests that you rejected are displayed.

Completed: You can view all your maintenance requests that have been processed. Solution has been provided for
these maintenance requests.

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View details of the maintenance request such as priority, technical object, ABC indicator, superior functional location,
failure mode, open maintenance requests, open maintenance orders, phase, subphase, and so on.

Use quick views to get more information about open maintenance requests, technical objects, and maintenance orders.
The quick view for a technical object allows you to quickly view important details about the equipment or functional
location. It also allows you to navigate to the Display Technical Objects app where you can view additional details about
the technical object.

View details of the technical object.

View hierarchy of a technical object. The hierarchy displays the technical object's superior piece of equipment and
functional location.

Edit a maintenance request. If you have details that are missing or incomplete in the maintenance request, you can edit
the request. You can update any information in the request to ensure that the request has all the details that is
necessary to process it

Review and assign priority. You can also assess priority by selecting a combination of consequence categories,
consequences, and likelihood. Prioritization pro les can be de ned using the SSCUI De ne Prioritization Pro les. For
more information, see Con guration for Key Users.

The priority de nes the importance of the maintenance request. The priority helps to derive the key dates for a
maintenance request such as the required start date, required end date, and the nal due date.

 Note
Without the priority, you cannot accept a maintenance request.

Review the details of the maintenance request and accept it. If the maintenance request has all details that are required
for processing, you can accept it. The accepted request is available for planning and execution.

Reject a maintenance request. A rejected maintenance request cannot be edited or resent for screening.

During screening, if you require additional information to accept a maintenance request, you can send the request back
to the initiator.

Change responsibility for the maintenance requests. You can select several maintenance requests and choose this
button to set, overwrite, or clear the values of the responsibility-related elds, such as the main work center, main work
center plant, planner group, planning plant, and the person responsible.

You can select one or more maintenance requests and accept or reject them.

Supported Device Types

Desktop

Tablet

Smartphone

Related Information
Create Maintenance Request

App Extensibility: Screen Maintenance Request

As a key user, you can extend the Screen Maintenance Request app according to your business needs.

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Custom Fields
With the Custom Fields tab in the Custom Fields and Logic app, you can create and maintain custom elds that you can use to
enhance applications. You can add elds to the following UI elements using key user adaptation:

Business Context UI Technology Navigation Path UI Element Type

Noti cation (EAMS_NTF) Fiori Screen Maintenance Object Page Section

Request Any item Adapt UI
General Information tab
and/or Malfunction
Information tab

 Note
Editing of custom eld values is not available.

For more information, see:

Creating Custom Fields

Adding Extension Fields to Apps with Different UI-Technologies

Related Information
Extensibility
Creating Extension Items and Transporting Them

Planning
The Planning phase begins when a maintenance request is accepted. The accepted maintenance request is now known as a
maintenance noti cation. As a Maintenance Planner, you can now create and plan orders.

In the Manage Maintenance Noti cations and Orders app, maintenance orders can be created for one or more maintenance
noti cations. Alternatively, you can assign an existing maintenance order to a maintenance noti cations. Information from the
leading maintenance noti cation is copied into the maintenance order. The quick view for maintenance order allows you to
navigate to related apps. Orders can also be created in the Create Maintenance Order app.

In the Change Maintenance Order app, you can add information related to operation, material, labor, services, and cost to plan
the order. Only with the role of a supervisor, you can change the nal due date and priority for the maintenance order.

When you create an order, the order is in the phase Planning and subphase In Planning (Order). Depending upon the
con guration of the order type in the SSCUI Activate Work ow for Order Type, an order needs a cost approval. An order can be
released without an approval if the order type is not con gured for work ow. If the work ow is con gured for the order type, the
order goes through the work ow steps for approval. If the work ow is con gured for automatic approval, then the order is
approved immediately. If work ow is set up for manual approval, it will move to the approver's inbox.

You can submit an order for approval from Manage Maintenance Noti cations and Orders app and Change Maintenance Order
app.

As a maintenance planner, you need to ensure that a maintenance order has all the operations, required components,
resources, and documents to perform the maintenance. The system will calculate the planned costs for the maintenance.

If the maintenance order type is con gured for cost approval, then the planner will submit the order for cost approval.

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The submitted order moves to My Inbox app. When an order is submitted for approval, the phase and subphase of the order are
Approval and Submitted for Approval (Order) respectively. If the order is approved, then the subphase of the order is Approved
(Order). If the order is rejected, then the subphase is Rejected (Order).

You can release the accepted maintenance orders for preparation. You can edit a rejected maintenance order and submit it for
approval. It moves to the Approval phase.

Related Information
Manage Maintenance Noti cations and Orders
Actual Cost Analysis
Process Maintenance Order
Phase Control Codes

Manage Maintenance Noti cations and Orders

With this app, you can manage maintenance noti cations and maintenance orders.

Key Features
This app allows you to do the following:

View maintenance noti cations that are screened and accepted.

1. A maintenance request is created for a technical object. For more information, see Create Maintenance Request.

2. The new maintenance request is available for screening and acceptance. For more information, see Screen
Maintenance Requests.

3. The screened maintenance request is available in this app for processing.

Filter maintenance noti cations. By default, the system displays reactive maintenance noti cations (noti cations of type
Y1) with a date range of +/- 15 days. You can clear the default parameters to view the complete list of noti cations and
orders.

Only the following noti cation types are supported:

Reactive work (Y1)

Proactive work (Y2)

Only the following order types are supported:

Reactive Maintenance (YA01)

Proactive Maintenance (YA02)

Improvement Maintenance (YA03)

Operational Maintenance (YA04)

Overhead Maintenance (YA05)

Group and sort maintenance noti cations or maintenance orders.

View details of a maintenance noti cation such as priority, failure mode, nal due date, associated orders, and so on.

View details of a maintenance order such as priority, failure mode, nal due date, associated noti cations, and so on.
Orders that are in status Closed (CLSD) are not displayed here.

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Create a maintenance order for a single maintenance noti cation. Select a maintenance noti cation and create a
maintenance order. When you create an order for a noti cation, the noti cation becomes the leading noti cation for the
order. The order inherits details from the noti cation. The new maintenance order has a unique order number. You can
create an order for a noti cation only if the noti cation is not already assigned to an order.

Create a maintenance order for multiple maintenance noti cations. Select multiple maintenance noti cations and
create a maintenance order. If a maintenance order is created for multiple maintenance noti cations, the leading
noti cation is displayed. To view other noti cations associated with the maintenance order, choose More.

You can create multiple orders for multiple noti cations. For each of the noti cations you selected, a separate
order will be created.

You can create a single order for multiple noti cations. For all the noti cations you selected, a single order will be
created and you can assign one of the noti cations as the leading noti cation.

You can assign a single order to multiple noti cations. If you receive a noti cation for the same object and if the problem
is the same, then you do not have to create a new order. You can assign the existing order that has already been created
for the problem to the noti cation.

You can unassign orders from a noti cation but, you cannot unassign orders from a leading noti cation. To switch the
leading noti cation, go to the Change Maintenance Order app. Enter the order number and go to the detail page. In the
Object List tab, remove the ag for Header Noti cation. For more information, see Process Maintenance Order.

Some orders require an approval based on order attributes and cost. You can con gure work ow rules to determine the
approvers for the order. For more details, see Manage Work ows for Maintenance Orders. For orders that require
approval, the planner has to request for approval.

Submit, approve, or reject an order.

The submitted order is available in My inbox app where you can approve or reject the order. For more information,
see My Inbox.

Once an order is approved, it can be released.

You can submit a rejected order for approval.

Change responsibility for the maintenance noti cation and maintenance order. For each attribute, you can keep existing
values, select new values, or leave the eld blank. You cannot update orders if order has been submitted for approval.

Release accepted orders for preparation of materials and services required for the order.

During con guration using the SSCUI De ne Approval Settings for Maintenance Orders, if you opt that a combination of
order type and planning plant requires approval, then maintenance order cannot be released without approval. But, if
you opt that a combination of order type and planning plant does not require approval, then you can release the order
without approval. For more information, see Con guration for Key Users.

Navigate to related apps from the object page.

Supported Device Types

Desktop

Tablet

Smartphone

Phase Control Codes

Phase control codes help you control the movement of orders from one phase to another phase. If you activate a phase control
code for a maintenance order for blocking a phase, then the order will not move to the phase until you deactivate the phase

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control. Phase control codes can be activated for an order header and or an operation.

Con gure Phase Control Codes

You can use the SSCUI De ne Phase Control Code for Maintenance Orders to con gure phase control codes. In the SSCUI,
select the entity and order type. You can decide if the phase control code must be active when an order is created.

You can con gure the phase control codes to be automatically activated when:

An order is created

An order transitions to a particular subphase

An order is blocked.

Status of phase control code is active or inactive:

Active: The phase control code is active for the maintenance order so it will block the movement of the
maintenance order from one subphase to another subphase.

Inactive: The phase control code is not active for the maintenance order so it will not block the movement of
maintenance order from one subphase to another subphase.

For each phase control code, you can de ne the phase and subphase that needs to be blocked. If the phase control code is not
activated when an order is created, you can de ne the phase where the phase control code must be activated.

 Note
You can de ne phase control codes only for the order types which have an active phase control.

When you de ne phase control codes, you can do the following:

Block: When you de ne phase control code for blocking phase or subphase of a maintenance order or an order operation,
the phase and subphase are blocked. When you block a phase or subphase, the maintenance order or order operation is
not processed during that subphase.

Activate: When you de ne phase control code for entry phase or subphase of a maintenance order or an order operation,
the phase and subphase are blocked at the entry level. The maintenance order or order operation is not processed
during that subphase.

For an order type, you need to select if you want to use phase control codes or user status pro le. You cannot use both phase
control codes as well as user status pro les for an order type.

Add Phase Control Codes to Orders

You can view the con gured phase control codes in the Find Maintenance Order app. If you want to make changes to the phase
control codes, use the Create Maintenance Order or Change Maintenance Order app. You can make the following changes:

Add phase control codes to block the movement of order from one subphase to another subphase.

Deactivate the phase control code. When you deactivate a phase control code, the order is unblocked. Now, there is no
phase control code to control the order from moving from one subphase to another subphase.

Assign a phase control key which indicates if a subphase is blocked. When you block a subphase, the order cannot move
from the subphase to another subphase.

Activate or deactivate a phase control code.

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 Note
A phase control code does not stop the Maintenance Technician from reporting time for a maintenance order.

Related Information
Process Maintenance Order
Con guration for Key Users

Approval

Maintenance orders are approved through a exible work ow process in the Manage Work ows for Maintenance Orders app. It
is recommended that you con gure a generic step condition and speci c step sequences. Each step sequence can have step
conditions and an approver. Only one work ow is used but each step condition in the work ow is evaluated. If multiple step
conditions are true, they are created as approval steps and approval from approver of each step is required.

Orders that are ready for approval are available in My Inbox app. To approve a maintenance order, select the work ow request,
review details of the order, enter comments, and approve. You can resubmit rejected orders for approval.

When you approve an order, baseline cost is set to equal to the planned cost. Approved orders can be released. After you
release an order, the order moves to Preparation phase.

Related Information
Manage Work ows for Maintenance Orders
Manage Teams and Responsibilities
My Inbox

Manage Work ows for Maintenance Orders

With this app, you can manage the approval work ow for maintenance orders. As a con guration expert, you can con gure
work ows to optimize the approval process for maintenance orders. If a work ow with one or more steps is activated and the
con gured start conditions are ful lled, the approval process is initiated.

Key Features
This app allows you to do the following:

De ne start conditions for a work ow such as planning plant and order type. Work ow will be selected only if the start
conditions are met. You can set up the start conditions based on various attributes of the work order. It is advisable to
de ne the start conditions as generic as possible. In the step sequences, you can provide speci c conditions.

De ne the sequence in which the start conditions of existing work ows are checked.

If you have de ned several work ows, the start conditions are checked in the sequence you have de ned. As soon as the
start conditions for a work ow are met, this work ow is used. This ensures that only one work ow in the list of your
de ned work ows is started, even if several work ows have matching start conditions.

Navigate into the details of a work ow

Activate or deactivate a work ow

Copy an existing work ow and modify it according to your requirements, or add a new work ow. You can con gure the
work ow as follows:

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De ne properties such as a description and a validity period. You can de ne the criteria that needs to be ful lled for the
work ow to start. You can choose a planning plant and order type. For example, preconditions can be 'order type is
ʻReactive Maintenance (YA01)’ and planning plant is 1010'.

Add one or more step sequences. For each step sequence, you can de ne recipients, timelines, and preconditions. You
can de ne the sequence of the steps and delete unnecessary steps.

 Note
If you use either the role Manager of Last Approver or Manager of Work ow Initiator, the managers must be
maintained in the system. If you use the role “Person Responsible for Cost Center in Settlement Rule(s)”, then the
person responsible must be maintained in the cost center. If you use the role “Person Responsible for WBS Elements
(s) in Settlement Rule(s)”, then a nancial controller must be maintained for the project of the WBS element. This
ensures that the work ow can nd the correct approver.

De ne the validity of a work ow.

Activate scenarios. If you opt to automatically release the maintenance order, the work ow is activated by default.

Supported Device Types

Desktop

Tablet

Smartphone

Manage Teams and Responsibilities

With this app, you can manage teams or team members associated with certain functions. You can identify which function can
be performed by which member. The teams and team members can be mapped as responsible for an activity type, for example,
in a process step of a work ow scenario.

In Asset Management, teams and responsibilities are used in work ow scenarios. There are ve xed functions to model cost
approval authority in a company. The ve functions are:

Cost Approval Level 1

Cost Approval level 2

Cost Approval Level 3

Cost Approval Level 4

Cost Approval Level 5

You can use either teams or functions in agent determination of the work ow.

Using Functions in Work ow

You can see the predelivered functions when you select role in agent determination of a work ow. When a maintenance order is
submitted for approval, the system determines approvers based on the functions con gured in the work ow rule. For example,
when you set up a team with several team members each having different cost approval functions. System will determine the
team members who are eligible to approve based on the function con gured in the work ow rule.

Using Teams in Work ow

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You can see the teams you con gured when you choose team in agent determination of a work ow. When a maintenance order
is submitted for approval, the system determines approvers based on the team con gured in the work ow rule. For example,
when you set up a team with several team members each having different cost approval functions. System will determine the
team and send the order for approval to all team members in the team irrespective of their functions.

Key Features
This app allows you to do the following:

Create, edit, and delete teams

Copy an existing team and its change attributes

Add a member to an existing team

Delete a member from an existing team

Add a function to an existing team member

Delete a function from an existing team member

Maintain values for responsibility de nitions of teams

View teams in hierarchies

Manage subteams in hierarchy

You can make teams and team members responsible for a particular activity or scenario in a work ow. For more information,
see Manage Work ows for Maintenance Orders.

For more information about teams and responsibilities, see Manage Teams and Responsibilities.

Supported Device Types

Desktop

Tablet

Smartphone

Related Information
Manage Teams and Responsibilities
Manage Work ows for Maintenance Orders

My Inbox

With this app, you can approve or reject maintenance orders.

Key Features
This app allows you to do the following:

Approve a maintenance order.

Reject a maintenance order.

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When an order is approved or rejected, the status for that order is updated in the maintenance order. For more
information, see Manage Maintenance Noti cations and Orders.

 Note
In addition to maintenance orders, you may see other documents, like purchase orders.

Preparation

Once an order is approved for execution and released, it is set to In Preparation and passed to the Preparation phase. In this
phase, you as a maintenance planner divide the maintenance effort into manageable groups, level out the workload over
several weeks, determine the concrete time period for the requested maintenance work and check the availability of all the
resources, spare parts and services needed.

The Manage Maintenance Planning Buckets app aids you in effectively managing the maintenance backlog. Once-off or
recurrent planning buckets allow you to organize major maintenance events such as a planned shutdown as well as de ne
weekly maintenance windows for recurrent maintenance work.

You can create maintenance planning buckets and de ne the planning bucket scope. This scope includes a speci c time period,
such as a concrete calendar week, and other important attributes, such as the maintenance planning plant or the main work
center. Based on this scope, the system groups maintenance orders and associates them with the corresponding planning
buckets. If the scheduled start and end dates of an order ful ll the selection criteria of an individual bucket, this order is
associated with this particular bucket.

When the maintenance planning buckets have been created and maintenance orders have been associated with particular
planning buckets, the Manage Maintenance Backlog app provides a list of all the maintenance orders in a speci c planning
bucket. Here, you can view important order details, such as the order status, the order priority and the nal due date.
Furthermore, you can check the availability and consumption of the required stock components and non-stock components and
consider all the maintenance work that has to be executed and all the external services that have to be procured. With the help
of colored icons indicating the overall readiness of the order, you can identify easily whether the maintenance order is time-
critical, whether the required materials and services are available and whether the order has already been submitted for
scheduling. You can then take action and manage the availability of certain resources or reschedule the maintenance order by
changing the scheduled start and end dates.

Once you are con dent that all the required resources will be available on the required dates, you can select individual orders in
the Manage Maintenance Backlog app and choose Submit for Scheduling. You can also select the relevant orders in the Find
Maintenance Order app and change their status to Ready to Schedule or set this status for an individual order in the Change
Maintenance Order app. With this action you pass the corresponding maintenance orders on to the Scheduling phase.

Related Information
Manage Maintenance Planning Buckets
Manage Maintenance Backlog

Manage Maintenance Planning Buckets

With this app, you can create maintenance planning buckets that aid you in effectively managing your maintenance backlog and
level out the work load over several weeks. By de ning maintenance planning buckets, you can divide the maintenance effort
into manageable groups based on their scope. The scope of a planning bucket includes time, but also other important attributes
of the maintenance jobs such as the maintenance planning plant or the main work center.

You can create once-off or recurrent planning buckets. Once-off planning buckets help you to organize a planned shutdown or
overhaul of an entire plant section, for example. For planning recurrent maintenance work, such as weekly maintenance
windows as agreed with the production team, you can use recurrent planning buckets.

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You can view all maintenance orders automatically assigned to a particular planning bucket according to their scheduling dates
and to the attributes tting in the scope of the planning bucket.

Key Features
Create a new maintenance planning bucket.

Specify a unique alphanumeric label of the maintenance planning bucket. If you plan recurrent maintenance work and
several buckets are created, the system adds a time speci cation to the label.

Specify the planning bucket type depending on whether you plan day-to-day maintenance operations or a major
maintenance event

Specify the planning plant for which the planning bucket is valid.

Specify a start date and time for the maintenance planning bucket and the duration. Based on this, the system
calculates the end date and time for the planning bucket.

For recurrent planning buckets, choose whether the planning bucket should be performed daily, weekly or monthly and
de ne the time interval of the maintenance work.

For recurrent planning buckets, specify the number of maintenance planning buckets that the system creates in
advance.

De ne the scope of the planning bucket by adding additional attributes such as the main work center, the planner group,
the maintenance plant, the plant section or the technical object.

Switch to all maintenance backlogs whose scheduling and other attributes t those of the time and scope of the planning
bucket.

View a list of all maintenance planning buckets.

Search for individual maintenance planning buckets.

Filter the list according to several criteria, such as the reference planning bucket, the planning plant or the planning
bucket type.

View a list of the maintenance orders automatically associated with a speci c maintenance planning bucket. For more
information, see Manage Maintenance Backlog.

Supported Device Types

Desktop

Tablet

Mobile

Manage Maintenance Backlog

With this app, you can view a list of all maintenance orders automatically associated with a speci c maintenance planning
bucket according to their scheduled start date, their scheduled end date and to the attributes tting in the scope of the
maintenance planning bucket. You can view important order details, such as the order status, the order priority and the nal
due date. Moreover, you can check the availability and consumption of the required stock components and non-stock
components, you can use the Schedule Material Availability Check app to perform an ATP check for the stock components and
you can view all maintenance work and external services that have to be executed.

Key Features

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You can use this app to:

Jump easily from the maintenance orders of the current planning bucket to those of the previous or the next planning
bucket.

View order details, such as the order status, the priority and the nal due date

Check the overall readiness of the order with the help of colored icons indicating whether the maintenance order is time-
critical and whether the required materials and services are available on time.

Branch to the maintenance orders and the assigned technical objects by using the corresponding links.

Select one or more maintenance orders and reschedule them either by changing the basic start and end dates or by
assigning them to the next or the previous planning bucket.

Check the availability and consumption of the required stock components.

You can use the Schedule Material Availability Check app to perform an enhanced ATP check and reassign stock
material to the maintenance orders with the highest priority and urgency. Messages from the latest ATP run are
displayed if you click on theStatus symbols of the stock components.

For more information, see How to Perform an ATP Check for Stock Components.

View order operation details such as the execution stage and the short text.

View the details of the stock component, such as the goods movement type and the product type.

Branch to the product master data of the stock component by using the corresponding links.

Monitor the required quantity, the committed quantity and the withdrawn quantity of the stock component.

Check the availability of the required non-stock components and the required external services.

View the supplier from whom the required non-stock material or service is procured.

Monitor the requirement date for the non-stock material and the external service.

Branch to the supplier or the material master data by using the corresponding links.

View the relevant purchase requisition and purchase order and display the details via link.

Monitor the details and the actual work progress of any internal resources that are needed for completing the
maintenance work.

View the operation and suboperation details, such as the work center or the execution stage.

Check the work progress by evaluating the forecast work, the actual work and the remaining work.

Identify time-critical maintenance work by monitoring the earliest start and end dates as well as the execution start and
end dates.

View the details of a maintenance planning bucket. For more information, see Manage Maintenance Planning Buckets.

In addition, the app supports the following technical features and options:

If the long material number has been activated in your back-end system, it is automatically displayed in the Material eld in this
SAP Fiori app.

Supported Device Types

Desktop

Tablet
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Smartphone

Related Information
Process Maintenance Order
Find Maintenance Order

How to Perform an ATP Check for Stock Components

You can use the Schedule Material Availability Check app to execute material availability checks for several maintenance
orders. You can also schedule these checks as a recurrent batch job. The Material Availability Check for Maintenance Orders
template enables you to reassign committed stock from one maintenance order to another of higher priority and urgency.

To check the availability of the required stock components and reassign required material, proceed as follows:

Create a new job and select the Material Availability Check for Maintenance Orders template. This template provides
enhanced lter parameters and the possibility to reassign committed stock material.

After having de ned the Scheduling Options, select values for the lter parameters and thereby determine which
maintenance orders shall be included in the ATP run:

Restrict the maintenance orders to be included in the ATP run by selecting one or more maintenance order types,
maintenance planning plants and maintenance activity types from the input help.

Determine the maintenance orders by their basic start date and basic end date.

Select one or more process phases. The system only includes maintenance orders in the ATP run that belong to
one of the selected phases. By default, the phases Planning (03), Approval (04) and Preparation (05) are
selected.

 Note
If you also want to include maintenance orders that are not processed by phases and therefore have the
corresponding order types selected as lter criteria, make sure that you do not select any process phases. If
any process phases are selected, maintenance orders that are not processed by phases will not be included in
the ATP run.

Select one or more execution stages to restrict the operations whose components are to be included in the ATP run. You
can, for example, determine that only the components of main operations should be evaluated.

Select one or more material groups to restrict the stock components that are to be assigned in the ATP run. With this
lter parameter you can execute availability checks based on individual material groups.

Determine the scheduling options. If you select the Reset Availability Data checkbox together with the Execute
Availability Check checkbox, the system checks the reservations that have been created for the maintenance orders and
clears all committed material quantities. In a second step, the system reassigns the available stock material to the
maintenance orders taking the following parameters into account:

the priority

the nal due date

the ABC indicator

the date and time when the order was created

Taking these parameters into account, the system ensures that the required stock components are assigned to the
maintenance orders with the highest priority and urgency.

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 Note
If you do not want the system to clear the committed quantities in the reservations for maintenance orders that have
already been scheduled, make sure that you have not included the process phase Scheduling (06) and higher as a
parameter value for the order selection. If you do not want the system to clear any committed material quantity at
all, do not select the Reset Availability Data checkbox.

After the ATP check has been executed, the system will also adjust the header-level system status to indicate the overall
material situation of the order, for example Material Committed (MACM).

Scheduling
Once you have submitted a maintenance order for scheduling and changed the order status to Ready to Schedule (ORSC), this
order with all of its operations is passed on to the Scheduling phase. During this phase you dispatch the maintenance order or
the individual order operations and suboperations and thereby con rm that they have been scheduled at the right work center
and at the right time.

 Note
To be able to dispatch single operations and suboperations individually and level the work center utilization, you need to
enhance the core functions of SAP S/4HANA Cloud with the additional license for Resource Scheduling (RSH).

Scheduling Maintenance Orders Without "Resource Scheduling"

Without Resource Scheduling you cannot dispatch operations individually but always dispatch maintenance orders with all their
operations. To dispatch maintenance orders, you can either select several maintenance orders in the Find Maintenance Order
app or call individual orders in the Change Maintenance Order app and select Dispatch Operations. Then the system dispatches
all operations of the selected orders and passes the operations and the corresponding order headers to the Ready for
Execution subphase and the Execution phase.

After having dispatched a maintenance order, you can still create new operations for this order. These new operations have
their relevant system status and subphase assigned. To dispatch these operations at a later point in time, you can select the
maintenance order again and choose Dispatch Operations. The system will only dispatch the operations that have not been
dispatched before.

 Note
The Dispatch Operations action is available if you are not using Resource Scheduling for the main work center that is
assigned to the order. The system assumes that Resource Scheduling is used if a user is assigned to the main work center in
Resource Scheduling.

As long as the order is not technically complete and not agged for deletion, you can cancel the Dispatched system status in
the Change Maintenance Order app. If you select Additional Functions Cancel Dispatched Operations , the system reverts the
system status and sets the operations and the order header back to the statuses and phases that they previously had assigned.

Scheduling Maintenance Orders With "Resource Scheduling"

With an additional license, you can use Resource Scheduling ( RSH) for speci c work centers and assign users to these work
centers. If you use Resource Scheduling for the main work center that is assigned to the order, you can dispatch individual order
operations and suboperations and thereby pass the corresponding orders to the Execution phase. In Resource Scheduling,
there are two options to dispatch order operations and suboperations:

Scheduling Operations Directly

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You can dispatch the operations and suboperations of a maintenance order directly. We recommend that you dispatch
and schedule all operations in a maintenance order together. For more information, see Dispatching Order Operations

To level work center utilization, you can also change the operation work center or enter a new start date and time for an
order operation. For more information, see Moving Order Operations to Another Date or Work Center.

The following two apps support you in scheduling operations directly:

Manage Work Center Utilization

Maintenance Scheduling Board

Scheduling Operations in a Multistep Process

You can also schedule the maintenance order operations in a multistep process. You rst create one or more schedule
simulations for the schedule period. When you are satis ed with the schedule, you dispatch the scheduled order
operations and freeze the nal schedule. For more information, see Scheduling Maintenance Order Operations.

You can schedule operations in a multistep process, using the Manage Schedules app.

When individual operations and suboperations are dispatched and as a result set to Ready for Execution, it depends on the
execution stage of the operations and suboperations whether the maintenance order itself is passed to the Execution phase:

If only preliminary tasks (operations with execution stage PRE) have been dispatched, the order stays in the Scheduling
phase.

As soon as the rst main repair task (operation with execution stage MAIN) has been dispatched, the order itself moves
to the Execution phase. This phase then is also displayed in the order header.

As long as the order is not technically complete and not agged for deletion, you can also cancel the Dispatched system status
in the Change Maintenance Order app. To do this, you select one or more individual order operations and choose the Cancel
Dispatch button. Then the system reverts the system status of the selected operations back to the statuses and phases that
they had previously assigned.

Execution

Phase to perform maintenance of orders.

This is the execution phase. In this phase, a maintenance technician receives all the orders that need to be executed. The
technician performs the required maintenance tasks according to the recommendations provided in the order operation.
Generally, the technician executes the PRE (preliminary) and MAIN (main) operations for an order in this phase.

The various process subphases for an operation and an order are as mentioned in the table below:

Operation Operation Process Subphase Order Process Subphase

Job is listed in the My Maintenance Jobs Ready for Execution Ready for Execution (Order)
app. This is the app used for execution of
the order operation.

Technician starts a job by adding time Work in Execution Main Work Started (Order)
con rmation for the operation.

After completion of the work, the Final Work Finished

Con rmation checkbox is selected.

After the technician has performed the maintenance task and sets all the PRE and MAIN operations to Finally Con rmed, the
system deselects the Has Open Main Work checkbox in the order header data. The supervisor can now lter the result list in the

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Find Maintenance Order application to display the orders for review and agrees to the completion of the main work. The
supervisor changes the status of the order to Main Work Completed in the Find Maintenance Order application.

Related Information
My Maintenance Jobs

My Maintenance Jobs
With this app, you can review all the dispatched order operations and suboperations and continue to perform the maintenance
task or job assigned to you or your work center (team). The app appears in the Maintenance Job Lists section on the SAP Fiori
Launchpad. The app contains all the information required to perform the job such as related details, reference documents, and
materials.

Key Features
You can use this app to:

Record the progress of the work being performed

Track the progress of work

Enable supervisor to understand the status of the maintenance work

Enable supervisor to understand when an asset under maintenance will resume normal operation

App Description
As a maintenance technician, you can use the Responsibilities lter within the app to view the jobs assigned to you or your work
center (team). The various lter options and their descriptions are as mentioned below:

Mine and my team’s: This is the default lter. It lists all the jobs that belong to your work center (team). It displays the
jobs assigned to you or any of your team members. The lter excludes jobs that still have to be assigned to any member
of your work center (team).

Mine only: This lter lists all the jobs that have been assigned to you.

Mine and to be assigned in my team: This lter lists all the jobs that have been assigned to you or that still have to be
assigned to members of your work center (team). Hence, the Assigned To column in the list appears with your name or
will appear empty.

My team’s only: This lter lists all the jobs that have been assigned to the team members of your work center (team)
excluding the jobs assigned to you.

To be assigned in my team: This lter lists all jobs that belongs to your work center (team) but still have to be assigned to
you or any other team members.

 Note
To add yourself to a work center, access the Personalization app on the SAP Fiori Launchpad. Enter your work center details
in the Organization section of the app.

By default, jobs with the following process subphases are listed for maintenance:

Ready for Execution: These are jobs that still have to be performed.

Work in Execution: These are jobs that are still being performed.

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Work Finished: These are jobs that have already been performed.

Jobs are listed according to their schedules. The job with the latest schedule appears at the top of the list.

 Example
A job scheduled on 10 December 11:30 a.m. appears at the top if all other jobs are scheduled after 10 December. If there is
more than one job scheduled on 10 December with the time schedule 11:00 a.m. and 11:30 a.m., the job scheduled at 11:00
a.m. will appear at the top.

An order can have operations in different execution stages. These stages can be PRE (preliminary), MAIN, or POST. You can
perform the following actions on a job:

Edit assignment: The edit assignment action allows you to assign or update the assignment of a job which is in execution.
Multiple operations can be assigned to a technician.

Record time: The record time action enables you to record the time spent on a job, record remaining work, and select the
Final Con rmation checkbox.

The actions mentioned above appear only if an operation or a suboperation meets the following conditions:

The operation or suboperation has already been dispatched for execution or is in execution. The process subphase has
any one of the following values:

Ready for Execution

Work in Execution

The nal con rmation for an operation or a suboperation still has to be provided.

The operation or suboperation does not require any external processing and is executed internally.

Each order has a bar code. This option enables you to scan the order details using a barcode scanner and software which can
help to increase efficiency and improved operations. The page also contains the following sections:

Components section: This section displays the different materials that are required to perform the maintenance task for
an order.

Attachment section: This section contains various reference documents corresponding to the order.

Malfunction section: This section allows you to share observations about the condition of the technical object that is
being maintained and report any damages, associated causes, and activities performed. This section is enabled only if
the order has an associated noti cation.

Supported Device Type

Desktop

Related Information
Con guring Intelligent Scenario for Damage Code Prediction

Con guring Intelligent Scenario for Damage Code Prediction

View appropriate damage code as part of the value help.

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Context
You can view the proposed damaged code on an existing work noti cation. The damage code suggestions are based on the
information available for the noti cation, such as noti cation type, description, plant, functional location, equipment number
and long text.

Procedure
1. Select Intelligent Scenario Management tile.

2. Select a Package under Intelligent Scenarios table.

3. Select EAM_ML_ORDER_DAMAGE_CODE package.

4. Select Model and click Train to create a model version.

5. Select Model Version and click Activate.

How to Set and Cancel "Main Work Completed"

The status Main Work Completed is only available for orders of order types that are processed by phases. When all main repair
and maintenance tasks are completed, you can change the system status of the maintenance order header to Main Work
Completed and later also reverse this status when needed.

Set Status Main Work Completed

If you process an order in the Find Maintenance Order app or in the Change Maintenance Order app and choose Change
Status Main Work Completed , the system proceeds as follows:

All PRE and MAIN operations are set to the system status Job Finished (JBFI).

All PRE and MAIN operations are passed on to the Work Finished subphase and to the Post Execution phase.

The system status, subphase and phase of the POST operations remain unchanged.

The system status Main Work Completed (OMWC) is set on order header level and the maintenance order is passed on
to the Main Work Completed (Order) subphase and the Post Execution phase.

Cancel Status Main Work Completed

If you process a maintenance order in the Change Maintenance Order app, you can reverse the status by choosing Change
Status Cancel Main Work Completed . The system checks the preceding statuses and phases of the order operations and then
changes the statuses and phases back.

Generally speaking, the system status of the PRE and MAIN operations is reversed from the Job Finished (JBFI) status and the
system status of the order header is reversed from Main Work Completed (OMWC) to the Ready to Schedule (ORSC) status
provided that this status has previously been set on order header level. Consequently, the maintenance order is passed back to
the Ready for Execution subphase and the Execution phase. The system behavior differs from the one described above in the
following cases:

If individual MAIN operations or the order itself have been set to Con rmed (CNF) or Partially Con rmed (PCNF) and
you cancel the Main Work Completed order status, the system status Job Finished (JBFI) will not be deleted from the
PRE and MAIN order operations. In addition, the Con rmed and Partially Con rmed system statuses remain unchanged.
Nevertheless, the maintenance order itself is set back to the Execution phase.

If at least one MAIN operation has already been dispatched and has the system status Dispatched (DSPT) assigned,
then the maintenance order is set back to Released (REL) and passed back to the Ready for Execution subphase and the
Execution phase.

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If the maintenance order has never been set to Ready to Schedule (ORSC) or this status has been reversed on header
level, then the maintenance order is set back to Released (REL) and passed back to the Ready for Execution subphase
and the Execution phase.

If the MAIN operations have been created within the Report and Repair Malfunction app and you cancel the Main Work
Completed order status, the system status Job Finished (JBFI) will not be deleted from the PRE and MAIN operations. If
any MAIN operations have already been set to Work is Done, the system does not reset or change this system status.
Nevertheless, the maintenance order itself is set back to the Execution phase.

Post Execution

Phase to complete maintenance tasks for an order.

The supervisor changes the status of the order to Main Work Completed in the Find Maintenance Order application and the
order appears in the post-execution phase. The technician proceeds with the post execution tasks for the order. These tasks
include the recording of time spent on post execution operations, preparing malfunction details and failure data, and checking
nal con rmation of post-execution operations. This activity is performed in the My Maintenance Jobs application. The order is
set to Work Done .

Supervisor reviews the failure data, approves the order, and changes the status of the order to Complete Technically in the Find
Maintenance Order application. Supervisor also reviews the noti cation status and approves it as completed, if the order has
associated noti cation. The order moves to the Completion phase.

Related Information
My Maintenance Jobs

Completion

Once all main and post maintenance tasks have been executed, the maintenance order is set to Technically Complete (Order)
and thereby passed on to the Completion phase. During this phase, the maintenance planner or nancial controller reviews
maintenance orders in subphase Technically Complete (Order), settles the orders nancially, performs all the necessary tasks
and nally changes the corresponding order status to Complete (Business). Thereby, the maintenance order is nally set to the
Closed (Order) subphase.

In the Find Maintenance Order app, you can display a list of maintenance orders, lter the list to only monitor orders in the
subphase Technically Complete (Order) and perform the following tasks:

Compare the actual costs posted for the maintenance orders with the planned costs or baseline costs.

If you navigate to an individual maintenance order, the Detailed Cost Analysis view in the Costs area provides you with a
hierarchical overview of all the costs entered and incurred for the individual order operations and suboperations. The
system displays the estimated costs entered for the maintenance order for each spend category, as well as planned
costs, baseline costs and actual costs that were posted to individual operations and suboperations. For more
information, see Analyzing Costs.

If you want to monitor and evaluate estimated costs, baseline costs, planned costs and actual costs resulting from
several maintenance orders, you can use the Maintenance Order Costs app.

Check the status of purchase orders for parts and services that have been created for speci c maintenance orders

Check the status of invoices associated with the maintenance orders and ensure that all the invoices are received,
checked and paid

Settle the maintenance orders nancially

After you have analyzed the costs, checked open purchase orders and invoices and settled the maintenance orders nancially,
you change the maintenance order status to Completed (Business). This status prevents further costs from being allocated to
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the corresponding maintenance order. The system checks whether the completed maintenance order has any open header
maintenance noti cation and sets the corresponding maintenance request to Completed (Request).

 Note
If the maintenance work that is documented in the order will not be performed due to any reason, you can change the order
status to Do Not Execute at any time. Thereby the order is passed on to the Work Not Performed (Order) subphase of the
Completion phase.

If the maintenance order has been set to Do Not Execute or Complete (Business) and you want to set the deletion ag, you
can change the system status in the Change Maintenance Order app accordingly. The relevant order is then passed on to the
Deletion Flag (Order) subphase of the Completion phase, provided that it is not yet in this phase.

Related Information
Find Maintenance Order
Process Maintenance Order

Insights
In this section, you nd apps that help you to analyze maintenance data such as costs.

Related Information
Maintenance Order Costs

Maintenance Order Costs

With this app you can monitor and evaluate estimated costs, baseline costs, planned costs and actual costs resulting from
current maintenance orders. It enables you, for example, to compare planned costs or baseline costs with actual costs caused
by maintenance orders of a speci c order type during a selected time period.

Filters allow you to analyze estimated costs, baseline costs, planned costs and actual costs in a speci c time frame from
different perspectives such as the order type, the responsible cost center, the main work center or the maintenance activity
type. A condensed view enables you to identify and compare relevant areas within data sets using data visualization and
business intelligence. On the other hand, you can also navigate directly to signi cant single maintenance orders. All this can be
done seamlessly within one page that combines transactional and analytical data using chart and table visualization.

Key Features
This app provides the following key features:

In the header area that can be collapsed or expanded, lter the result set, which feeds the main content area.

Select the lters to be displayed and combine multiple lters in different ways. You must provide lter values for the
Relative Date Function, the G/L Account Hierarchy, the Ledger and the Company Code.

Gain a condensed overview of the maintenance order costs in colored charts in the visual lter bar and thereby spot
relevant data more quickly

In the content area, switch between the chart-only view, the table-only view and the hybrid view that combines both,
chart and table view

In the chart view, analyze aggregated estimated costs, baseline costs, planned costs and actual costs from different
perspectives and use the drilldown functionality. Estimated costs, baseline costs, planned costs and actual costs are
colored differently to provide you with a rapid overview.
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In the chart view, easily change chart types, customize the chart settings and use the drilldown option to change the
chart grouping dimension

In the table view, access the costs summed up for speci c order types and spend categories but also act on individual
maintenance orders by navigating directly to them.

In the table view, decide which dimensions are to be displayed in the table and choose dimensions to group and sort
maintenance order cost data accordingly

In the hybrid view, interact with both the chart and the table. Selecting a dimension within a chart area automatically
lters all relevant information in the table area.

 Note
The system shows the costs always based on the maintenance location, plant section and maintenance plant on order
header level. In maintenance orders with operations that have different technical objects with different locations, plant
sections and maintenance plants assigned, the system nevertheless sums up the costs associated with any of the
operations and shows them as if they were incurred within the location, the plant section and the maintenance plant entered
in the order header. Keep this in mind when you evaluate the analytical results.

In addition, the app supports the following technical features and options:

If the long material number has been activated in your back-end system, it is automatically displayed in the Material eld
in this SAP Fiori app.

This app also runs in standalone mode.

Supported Device Types

Desktop

Tablet

Smartphone

 Note
Using the app on mobile devices with small displays is not recommended due to usability issues. Small displays require
condensing the complex data and relevant information to such a degree that it might be difficult to work with the app
efficiently.

In this app, cost element hierarchies are used to determine a Spend Category for the cost elements. Therefore, you must
enter the relevant cost element hierarchy, the company code and the ledger in the Default Values of your Settings on the
Fiori Launchpad. You can also provide this mandatory data on a popup each time you open the app. Costs associated to cost
elements that are not inserted in the respective cost element hierarchy are not considered in the Analyze Maintenance
Order Costs app.

If you want to use customer-speci c cost element hierarchies, you as an Overhead Accountant can use the Edit Cost
Element Groups app to create customer-speci c cost elements and then the Set Report Relevancy app to enable the
hierarchy for replication. In the next step, you can replicate the cost element hierarchy into a runtime repository using the
Replicate Runtime Hierarchy app.

In the Maintenance Order Costs app, you must select a relative date function for the cost analysis. Relative date functions
can specify a single date (for example, the rst day of the previous month) or a date range (for example, the entire previous
quarter). SAP provides pre-de ned date functions that are displayed in the input help of the Relative Date Function lter
eld.

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However, the Analytics Specialist can create additional custom date functions in the Manage Date Functions app (for more
information, see Manage Date Functions). Any custom date functions that the Analytics Specialist creates becomes
available for the relative date selection in any app with the corresponding lter eld.

Resource Scheduling
Resource scheduling provides you with insights into your maintenance workload and available capacities for current and
upcoming maintenance activities. Use the apps for resource scheduling to check current and forecasted work center utilization,
build schedules, and determine required capacities before dispatching the scheduled work.

Key Bene ts
Gain insights into current and forecasted workloads

Identify due and overdue maintenance orders quickly and build an optimal schedule before dispatching maintenance
order operations for execution.

Optimize the use of maintenance resources

Control weekly maintenance workloads by adjusting the scope of your schedule and distribute the work evenly across
your work centers.

Reduce asset downtime and increase productivity

Group and schedule maintenance orders by asset, consider work that requires planned downtime, and identify
relationships between order operations.

How to Get Started with Resource Scheduling

After your key user assigned the required business role to you, the resource scheduling apps are available in your SAP Fiori
launchpad.

The following interactive overview shows you how to get started with resource scheduling. Hover over a box for a short
description and click to navigate to more detailed information.

What You Can Do with Resource Scheduling

The following interactive overview shows the main tasks that you can perform using the resource scheduling apps. Hover over a
box for a short description and click to navigate to more detailed information.

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Related Information
Information for Key Users
SAP Best Practices Content for Maintenance Resource Scheduling (43R)
SAP Fiori Apps Reference Library

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