IMA Data Cleansing for Efficient Asset Management and EAM Functionality
Eam-Linear Asset Management
Transcript of Eam-Linear Asset Management
Contents
1 Purpose............................................................................................................................. 5
2 Prerequisites...................................................................................................................... 6
2.1 Master Data and Organizational Data........................................................................6
2.2 Business Conditions...................................................................................................6
2.3 Roles.......................................................................................................................... 7
3 Process Overview Table....................................................................................................7
4 Process Steps.................................................................................................................... 8
4.1 Reviewing Linear Asset..............................................................................................8
4.2 Creating the Maintenance Plan..................................................................................9
4.3 Scheduling a Maintenance Plan...............................................................................10
4.4 Reviewing the Work Order........................................................................................12
4.5 Entering Partial Confirmation....................................................................................12
4.6 Creating Order..........................................................................................................13
4.7 Reviewing the Work Order........................................................................................14
4.8 Entering Confirmation for Work Order......................................................................14
4.9 Reviewing Linear Work Order Data..........................................................................15
Linear Asset Management for Mining
1 PurposeLinear assets are a critical infrastructure component of all operating mine sites and require specific management and planning to ensure operational effectiveness.
Examples of typical linear assets at mine sites include:
Pipelines (water, slurry, co-disposal)
Roads (Haul, access, amenity)
Railway tracks
Power lines / cables
Conveyors (raw coal, finished coal, rejects)
Linear assets are created in SAP as technical objects (such as functional locations and equipment) with extra information captured for linear properties (i.e. start, end and length). In addition, as the condition and properties of the linear asset can vary from section to section (dynamic segmentation) technical objects characteristics have also been extended to also store spatial information.
Linear Assets functionality was first introduced in ERP6 Enhancement Pack 5 and was further enhanced in Enhancement Pack 6.
The standard maintenance tasks (notifications, maintenance orders, and measurement documents) are available for linear assets and allow the mine site to:
Monitor what condition the linear assets are in,
Identify where there is damage or a defect (using the start point, end point, and offset), and
Manage all types of maintenance tasks and confirmations using linear values.
In this scenario, a monthly inspection is scheduled for a 125km long slurry pipeline. The following is an overview of the technical object structure for the pipeline network.
The pipeline inspection is partially confirmed by the work crew on the first day up to the 56km mark. Two damaged support block are identified. The crew creates two new notifications for the damaged support blocks and then continue the remainder of the pipeline inspection the following day.
In response to the damaged support blocks, the maintenance planner creates a work order with two tasks to correct the damage. The job is allocated to a work crew, which then performs the corrective actions and confirms the work order.
2 Prerequisites
2.1 Master Data and Organizational DataDefault ValuesThe organizational structure and master data of your company was created in your ERP system during implementation. The organizational structure reflects the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the operational focus of your company
The business process is enabled with this organization-specific master data, examples are provided in the next section.
Operational FocusSAP Best Practices delivers standard values for more than one operational focus area, such as Services, Manufacturing, or Trade. This means that you may find more than one master data table below. Use the master data that matches the operational focus of your company (Services, Manufacturing, or Trade).
Additional Default ValuesYou can test the scenario with other SAP Best Practices default values that have the same characteristics.
Check your SAP ECC system to find out which other material master data exists.
Using Your Own Master DataYou can also use customized values for any r organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.
Use the following master data in the process steps described in this document:
Master / Org. Data Value Master / Org. Data Details
Comments
Strategy YMMMON
Functional Location YMM-1000-SPLN*
Task 100057
2.2 Business ConditionsBusiness Condition Scenario
There are no postings in the client
2.3 Roles
UseThe following roles must have already been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.
PrerequisitesThe business roles have been assigned to the user who is testing this scenario.
Business role Technical Name Process Step
Maintenance Planner SAP_NBPR_EAMPLANNER_MIN_S
Review Linear Work Order Data
Create the Maintenance plan
Schedule a maintenance plan
Review the work order
Enter partial Confirmation
Create Order
Review the work order
Enter Confirmation for Work Order
Review Linear Work Order Data
3 Process Overview TableProcess Step
External Process Reference
Business Condition
Business role Transaction code
Expected Results
Review Linear Work Order Data
Maintenance Planner
IL07 A graphical view of the linear asset will be displayed including characteristics.
Create the Maintenance Plan
Maintenance Planner
IP42 Monthly Pipeline inspection maintenance plan created
Schedule a Maintenance Plan
Maintenance Planner
IP10 create maintenance orders according to the chosen strategy.
Review the work order
Maintenance Planner
IW32 Release Maintenance
Process Step
External Process Reference
Business Condition
Business role Transaction code
Expected Results
Order
Enter Partial Confirmation
Maintenance Planner
IW41 Partial confirmation for first 56km of pipeline inspection.
Create order Maintenance Planner
IW31 Order created for points 24km and 32km.
Review the work order
Maintenance Planner
IW32 Release Maintenance Order
Enter Confirmation for Work Order
Maintenance Planner
IW41 A confirmation has been entered for both operations to repair the support blocks for the pipeline.
Review Linear Work Order Data
Maintenance Planner
IW40 A graphical view of all work orders along the linear asset will be displayed
4 Process Steps
4.1 Reviewing Linear Asset
UseProvide a visual (graphic) view of the linear data.
Procedure1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Management of Technical Objects Functional Locations List Editing Display (Multilevel)
Transaction code IL07
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Management of Technical ObjectsFunction Location List (Multilevel)
2. On the Multi-level Funct.Location List: Funct.Location Selection screen, in the Functional Location field, input YMM-1000-SPLN*; in the Unit of Measure field, input KM
3. Click Display Graphic Immediately.
4. Click Execute (F8).
5. If there is a pop up screen, choose Close Window (Shift+F12) to close it.
ResultA graphical view of the linear asset will be displayed including characteristics.
4.2 Creating the Maintenance Plan
UseThe purpose of this activity is to create a maintenance plan:
Create a maintenance plan, set the required parameters (call horizon, and so on), link/set up maintenance items.
Work orders will be created from the maintenance plan.
Procedure 1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance Maintenance Planning Maintenance Plans Create Strategy Plan
Transaction code IP42
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance PlansAdd strategy-controlled plan
2. On the Create Maintenance Plan: Initial screen, maintain the fields as follows:
Field name Description User action and values Comment
Maint. plan cat. PM Maintenance Order
Strategy YMMMON
3. Choose Enter.
4. On the Create Maintenance Plan: Strategy plan screen, maintain the following fields and choose Enter:
Field name Description User action and values Comment
Maintenance Plan Monthly slurry pipeline inspection
Field name Description User action and values Comment
Functional loc. YMM-1000-SPLN
Order Type PM02
You can create the maintenance plan for a subset of the linear asset if required.
5. On the Create Maintenance Plan: Strategy plan screen, in the section Linear Data maintain the following fields and choose Enter:
Field name Description User action and values Comment
Start Point 0
End Point 125
Unit of Measure KM
6. Comment all the attributes that have been copied from the functional location master. Comment that the Maintenance Item description defaults from the Maintenance Plan description. You can change it if you want.
7. Scroll to the bottom of the maintenance plan and assign a relevant task list. Choose Select task List, on the screen Display Task Lists: Task List Selection and choose Execute (F8) to get screen Display Task Lists: List of Task Lists. Select the following entry, then select Choose (Ctrl+Shit+F11).
Field name Description User action and values Comment
TL Type A
Group 100057
GrC 1
Task list description Slurry Pipeline
You can view detailed task list content, change or un-assign the task list from the maintenance plan.
8. Choose the Maintenance plan scheduling parameters tab to maintain the scheduling parameters as follows (Call Horizon = 100%, Scheduling period = 30). This means the forecast of the maintenance jobs is for the next 30 days.
9. Choose Save.
10. In the Start Date dialog box, choose No to confirm the message Specify a cycle start for the maintenance plan?
11. Choose Continue (Enter).
12. Comment the maintenance plan number:
Maintenance plan number: __________________
ResultThe maintenance plan has been created.
4.3 Scheduling a Maintenance Plan
UseThe scheduling of maintenance plans will create maintenance orders according to the chosen strategy.
Procedure 1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance Maintenance Planning Scheduling for Maintenance Plans Schedule
Transaction code IP10
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance PlansSchedule Maintenance Plan
2. On the Schedule Maintenance Plan: Initial screen, the recently created plan will be shown as default; or input the Maintenance Plan number recorded in the previous step when a calendar/time based Maintenance Plan was created.
3. Choose Enter.
4. On the Schedule Maintenance Plan: Strategy plan XXXXXXXXXXXX screen, choose Start.
5. In the Start Date dialog box, Start of cycle field, input the value as present date minus 1 month.
6. Choose Continue (Enter).
In this scenario, the shortest cycle in our maintenance package is “1 Month”. By starting the plan 1 month in the past (that is, present date minus 1 month) we will at least have one call object (maintenance order) being generated by the system.
7. Comment the status of the first call object (maintenance order). The status New start Save to call means that a maintenance call object will be generated as soon as the maintenance plan is saved. Comment the status Scheduled Hold of the other maintenance objects. This status means that the system only generates a maintenance call object on the call date. Until this date, the call (maintenance order) has the status On hold. Comment that the Call date and Planned date are the same because the call horizon is 100%.
8. If the status is not New Start Save and you want to generate maintenance order. Select the Call Number line form the Scheduling List table, choose Release Call.
9. Choose Save to generate the first maintenance order (call).
ResultThe maintenance plan has been triggered for the first time.
4.4 Reviewing the Work Order
UseReview the maintenance order and release it for partial confirmation.
Procedure 1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing Order Change
Transaction code IW32
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Change PM Order
2. On the Change Order: Initial screen, input your Maintenance Order generated in the previous steps and choose Enter.
You can use F4 and navigate to Orders for preventive maintenance plan to search your Order via your created Maintenance Plan.
3. On the Change Preventive order XXXXX: Central Header screen, check the data and choose Release (Ctrl + F1) and Save (Ctrl+S) to release this order.
ResultThe maintenance order has been released.
4.5 Entering Partial Confirmation
UseConfirm confirmation hours to capture actual hours and linear dimensions of work performed. In this scenario the crew has only performed an inspection of the first 56km on the first day.
Procedure1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing Completion Confirmation Entry Individual Time Confirmation
Transaction code IW41
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Enter PM Order Confirmation
2. On the Enter PM Order Confirmation: Initial Screen, in the Order field, input the maintenance order number.
3. Choose Enter and input the following entries:
Field name Description User action and values Comment
Actual Work 12
Start Point 0
End Point 56
UoM KM
4. Choose Save. If there is any warning message, please choose Enter to confirm it.
ResultA partial confirmation has been entered for 0 – 56km of the pipeline inspection.
4.6 Creating Order
UseCreate an order for the observed damage to the pipeline supports at the 24km and 32km marks.
Procedure1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing Order Create (General)
Transaction code IW31
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Create PM Order
2. On the Create Maintenance order: Initial Screen, input the following data and choose Enter:
Field name Description User action and values Comment
Order Type PM01
Func. Loc. YMM-1000-SPLN-P0-1
3. Choose Enter.
4. If there is an Object Information dialog box, choose Continue (Enter).
5. Enter Header Text of Correct Support block failure
6. On the Create Maintenance order: Central Header screen, choose Operations tab and input the following data:
OpAc
Operation short text
Work Dur. C. Key ActTyp Start Point
End Point
UoM
0010 Correct Pipe Block support erosion
8 8 1 Calculate duration
M1000 24 24 KM
0020 Correct Pipe Block support erosion
6 6 1 Calculate duration
M1000 32 32 KM
7. Choose Enter.
8. Choose Save. The system will display a message with Order XXXXX saved with notification XXXXXX.
ResultA repair work order has been created for the pipeline support blocks.
4.7 Reviewing the Work Order
UseReview the maintenance order and release it for confirmation.
Procedure 1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing Order Change
Transaction code IW32
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Change PM Order
2. On the Change Order: Initial screen, input your Maintenance Order generated in the step 4.6 and choose Enter.
3. On the Change Preventive order XXXXX: Central Header screen, check the data and choose Release (Ctrl + F1) and Save (Ctrl+S) to release this order.
ResultThe maintenance order has been released.
4.8 Entering Confirmation for Work Order
UseEnter confirmation hours to capture actual hours of work performed to repair support blocks. In this scenario the crew has performed repairs of both support blocks.
Procedure1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing Completion Confirmation Entry Individual Time Confirmation
Transaction code IW41
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Enter PM Order Confirmation
5. On the Enter PM Order Confirmation: Initial Screen, in the Order field, input the maintenance order number you created in the step 4.6.
6. Choose Enter, select both operations and then click Actual Data (F8)
7. Review the confirmation information for the 1st operation.
8. Click the Next Operation (Shift + F11) button to go to the next operation.
9. Review the confirmation information for the 2nd operation.
10. Choose Save. If there is any warning message, please choose Enter to confirm it.
ResultA confirmation has been entered for both operations to repair the support blocks for the pipeline.
4.9 Reviewing Linear Work Order Data
UseProvide a visual (graphic) view of the work order data with linear values.
Procedure1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing Order Order List Display (Multilevel)
Transaction code IW40
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner
(SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Order Display Orders (Multilevel)
2. On the Order List (Multi-level): Selection of Orders, in the Functional Location field, input the YMM-1000-SPLN*; in the Unit of Measure field, input KM; and select Completed check box in Order status section.