Step-by-Step Guide: Closing PM Order in SAP

1. Fundamental maintenance: The equipment is organized and the repair process is recorded.

2. Proactive maintenance: Planned orders are automatically generated based on scheduled maintenance plans.

This tutorial covers the handling of orders for basic maintenance. Only the steps below the line shown on the picture are covered.

SAP PM orders have a significant role in managing maintenance tasks. They serve as the primary means to track costs and initiate work execution.

SAP PM notifications are unable to gather costs, they solely serve the purpose of gathering information. In situations where detailed reporting is necessary, such as for reason codes, it becomes essential to utilize notifications in order to collect this specific type of data. Additionally, notifications can also be utilized as a means of requesting maintenance prior to the creation of an SAP maintenance order.

As the use of a notification is not mandatory, there is a separate tutorial available that explains how to create a maintenance notification. This particular tutorial does not include instructions on creating notifications.

Through different steps in order processing the order will get different statuses. Each status represents a step in the orders lifecycle and different functions are related to the status.

The diagram provided below illustrates the sequential steps and corresponding statuses involved in the fundamental maintenance process flow. Additionally, on the right side of the diagram, you will find a list of available functions associated with each status.

The diagram also illustrates that the statuses DLFL and REL cannot be reversed (indicated by red arrows in the diagram below). Only status CLSD can be changed back to TECO.

Supplementing orders with notifications is optional in SAP PM. It is not mandatory to utilize notifications when working with PM orders.

Selecting the appropriate order type is crucial when creating an order as it plays a significant role in reporting. The ability to analyze costs for breakdown, planned repair, and preventive maintenance relies heavily on correctly utilizing order types. To ensure proper configuration, there are mandatory settings that need to be considered for each order type.

Order Type

In this step, we establish number ranges for the order type. These ranges may vary depending on different levels of business reporting. Number range is a portable element, but it is advisable to manage number range settings at the client level.

How to Configure Scheduling Parameters for Order Type in SAP

It is necessary to establish scheduling parameters for the order type in connection with a specific plant. The scheduling parameters that can be configured for each maintenance plant are as follows:

– Schedule tasks automatically

– Automatically view scheduling log after scheduling

– Set maximum number of days for past start dates

– Automatically adjust start and finish dates

– Indicate if order needs to be shifted

– Incorporate breaks when creating schedule

Creating an order is a simple and efficient process. The procedure for creating orders is generally the same for most types, with the exception of refurbishment processes which are not covered in this tutorial as it primarily focuses on basic maintenance tasks.

Create Order

Perform the following actions on the main screen of transaction IW31.

1. Enter the type of order.

2. Select a priority level.

3. Input the equipment or functional location details.

In the subsequent screen, it is necessary to input the ensuing details:

The Operation tab in SAP contains information about the specific tasks that will be carried out during maintenance processing. This includes details such as the planned duration of each operation, which is used to calculate the estimated cost based on activity type and cost center specified in the work center. The default values for these operations are taken from either the equipment or functional location task list, but it is also possible to use a general task list for a PM order.

The Components tab in SAP contains important details about spare parts needed for maintenance tasks. When the order is released, these spare parts can be used according to the planned reservation. Using these spare parts will then update the actual cost of the maintenance order.

At this point, the order can be stored for future actions.

Change Order

This function is utilized when there are any modifications needed for operations (such as adding or removing), a different quantity of spare parts is required during the process, or if paper prints for the shop floor are necessary.

The change mode option can be utilized to release an order if it was not done during the initial creation. This will update the status of the order as REL.

How to Generate Additional Order Prints in SAP

To begin the process of closing a PM order in SAP, you need to access the IW3D transaction and input the specific order number. Once done, simply press the Enter key on your keyboard.

Choose whether you prefer to print using the default printer assigned to the work center or select a specific printer. In case the order includes multiple work centers, each work center will have its own separate printout on different printers. Click on “execute printing” to proceed with the printing process.

Display Order

To begin the process of closing a PM order in SAP, you need to go to the initial screen of the IW33 transaction. Here, you should input the specific order number and then press the Enter key on your keyboard.

The information displayed includes all the main details, and you can easily switch between tabs to view various sets of data.

There are alternative ways to access information about various cost center details using different navigation options.

To begin the process of closing a PM order in SAP, you need to access the IW41 transaction and input the relevant order number. After entering this information, simply press the Enter key on your keyboard.

Did you find this tutorial helpful? If you have any queries or feedback, please feel free to share them in the comments section below. Your input is valuable to us and will assist us in enhancing our free SAP PM tutorials for your benefit.

Closing a work order in SAP: How can it be done?

To close a PM order in SAP, you can follow these steps. First, access the SAP Easy Access screen and choose “Supply Network Collaboration” from the menu. Then, select “Work Order” and click on “Close Work Orders.” This will open a report for online processing.

In this report, you can view all the work orders that are available for closure. You can filter the list based on various criteria such as plant, maintenance planner group, or equipment number to narrow down your search. Once you have identified the specific work order that needs to be closed, select it from the list.

Next, review all relevant information related to the selected work order before proceeding with its closure. Ensure that all necessary tasks have been completed and any required documentation has been attached. Double-check if there are any outstanding issues or pending actions associated with the work order.

After verifying everything is in order, confirm your decision to close the work order by clicking on the appropriate button within the report interface. A confirmation message will appear indicating successful closure of the PM order.

Completing a PM order in SAP: How is it done?

1. Create a maintenance order with reference to a notification.

2. Perform goods issue to withdraw planned material for the operation.

3. Execute and complete the operation.

4. Post completion confirmation in SAP PM.

Deleting a PM order in SAP: What is the process?

To close a maintenance order in SAP, you need to mark it as CLSD (Business Completed). This can be done by executing the program RIARCORV through the SE38 transaction and entering the respective Order Number. By setting the deletion flag and deletion indicator for all orders using this program, you can ensure their closure. Additionally, running the program RIARCORA via SE38 will generate a file related to these closed orders.

Closing a maintenance order in SAP involves marking it as CLSD (Business Completed). To do this, access the SE38 transaction and execute the RIARCORV program. Enter the specific Order Number when prompted. Through this process, set both the deletion flag and deletion indicator for all relevant orders to indicate their closure. Another step is running another program called RIARCORA via SE38 which generates a file associated with these completed orders.

Katy