Accomplishing daily work in a reliability and maintenance operation involves performing several critical functions, among them planning, scheduling, identification of equipment criticalities, and work history. In many cases, it seems to take forever to complete even the smallest task in SAP. That does not need to be the case. What follows are SAP solutions for four of the most common maintenance-planning questions.
Q: What is the most efficient way to extract a list of proposed job plans (work orders)?
A : In transaction IW38, create a variant. A variant saves the selection of values that you use to run a report or transaction the same way every time. You can create as many variants in one transaction as you need, depending on the data that you are interested in seeing. Variants can be global, meaning everyone in your organization can see and choose to run, or you can make the variant user specific. This hides your variant and only allows you as the creator to use it.
Selection criteria may include your maintenance plant/planning plant, orders outstanding and in progress, and orders that have no date limitations. You may also want to exclude work orders that have been released or TECO’d.
Use other filters as appropriate, such as plant section and work center. Once you complete the selection process, click the save button and the variant screen will pop up allowing you to save the selection you have entered. When creating a user-specific variant you will always name the variant U_(user name given to you to log into SAP). Now that you have a standard selection criteria, you will be pulling your work orders up the same way every time.
Q: How can I tell if my material will be available and ready on the day I plan my job?
A: In transaction IW32, after adding your components to the work order, click the icon shown on the right (material availability, overall) in the tool bar at the top of the page. The material-availability icon compares the basic start date of the work order with the material delivery time to verify whether the part will be on site when needed. SAP will display a message to indicate that all requested materials are available. Otherwise, it will display the material numbers that have conflicting delivery dates.
Q: If I am planning a job months in advance but want my materials received as soon as possible for kitting or job readiness, how can I request my material delivery time be changed?
A: Under the components tab of your work order, highlight the material for which you would like to have the delivery date moved. Then click on the Gen. data tab at the bottom. This brings up your component-detail screen. The requirements date will be displayed and it should match the work-order start date.
In the offset field, enter the number of days the materials are needed in advance with a negative sign, then enter the unit of measure for days. Click the enter button and you will be asked if this date can be met. Click the enter button again and the requirements date for the materials will move to the new requested date.
This feature is for stock and non-stock items. It works with MRP to create your purchasing documents and updates the reservations list for onsite materials.
Q: If I have created a task list and need to move it to my work order, how can I do this without copying and pasting every line?
A: In the tool bar at the top of the page in IW32, click on Extra>Task List Selection>Direct Entry. In the pop-up box you will be asked to click the radio button next to functional location task list, equipment task list, or general task list. Enter the group and group counter of the task list you would like to import. Click the check mark and the task list imports into the operation tab of the work order. MT
Kristina Gordon is SAP Program Consultant at the DuPont, Sabine River Works plant in West Orange, TX. If you have SAP questions, send them to firstname.lastname@example.org and we’ll forward them to Kristina.