Eam-Linear Asset Management

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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

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.

3. Click Display Graphic Immediately.

4. Click Execute (F8).

5. If there is a pop up screen, please choose Close Window (Shift+F12) to close it.

ResultA graphical view of all work orders along the linear asset will be displayed. You may need to scroll to the right to see the relevant work orders.