CAPÍTULO IV PROPUESTA DEL SISTEMA
4.2 Nuevo Organigrama
4.2.1 Descripción de Funciones
Lesson: Completion Confirmation and Technical Completion
Lesson Overview
This lesson demonstrates the use of completion confirmation and technical completion of maintenance orders and the relevant Customizing settings.
Lesson Objectives
After completing this lesson, you will be able to:
• Carry out necessary Customizing settings for completion confirmation
• Adjust whole completion confirmation screen
• Create completion confirmations
• Perform technical completion
Business Example
During completion, times and technical findings are confirmed for the task performed. The order is then technically completed and settled for the maintenance order.
Completion Confirmation
Figure 56: Setting Up an Order Type: (IV)
PLM315 Lesson: Completion Confirmation and Technical Completion
Settings for completion confirmation
• Control parameters Logs
Partial/final confirmation?
Write off reservations?
Type of date check
Default date and activities?
Goods movements: Only backflushing?
• Causes of variance
• Screen templates (profile) for overall completion confirmation
• List editing
• Field selection
A flexible screen layout is available for the overall completion confirmation.
Profiles are defined that contain the active screen areas and available pushbuttons.
The profile for the screen templates for the overall completion confirmation is created in Customizing. The assignment is made to the user, not the order type.
Each user can configure the required profile when executing the completion confirmation.
Figure 57: Settings for Overall Completion Confirmation
Unit 4: Completion PLM315
CATS
Figure 58: CATS - Cross-Application Time Sheet
Figure 59: What is CATS?
CATS is a cross-application transaction that enables users to record the actual times of individual employees using a time sheet.
PLM315 Lesson: Completion Confirmation and Technical Completion
The CATS functionality enables time data to be recorded in the time sheet for the following applications:
• Controlling: Internal activity allocation
• Personnel administration: Attendances, absences
• Service processing: Service entries
• Maintenance, customer service, project system: Completion confirmations CATS presents several advantages:
• Standard cross-application screens for entering the actual times
• Simple operation for all users
• Default field values and data entry templates (profiles)
• Integrated approval procedures
• Support of corrections
• User exits for more flexibility regarding authorization checks, validations and default values
Figure 60: Prerequisites and Process
Prerequisites for running CATS are an HR mini-master, a data entry profile and the appropriate authorizations to work with the time entry sheet.
Unit 4: Completion PLM315
The CATS process comprises the following steps:
• Entry of time data in the time sheet
• Release of time data (optional, depending on the process)
• Approval of time data (optional, depending on the process)
• Transfer of CATS data to the target applications
Technical Completion
Customizing Checklists
Figure 61: Customizing Settings for Completion Confirmations
PLM315 Lesson: Completion Confirmation and Technical Completion
Exercise 9: Completion Confirmation
Exercise Objectives
After completing this exercise, you will be able to:
• Carry out necessary Customizing settings for completion confirmation
• Adjust whole completion confirmation screen
• Create completion confirmations
Business Example
During completion, times and technical findings are confirmed for the task performed. The order is then technically completed and settled for the maintenance order.
Task 1:
Confirmation Parameters
The following defaults apply for your order type LO##: The system proposes final confirmation, including the posting of outstanding reservations. It also proposes dates and activities. Actual work may only exceed planned work by a maximum of 50%.
1. Which parameters do you set?
Final confirmation Dates in the future
Task 2:
Performing a Completion Confirmation
1. Confirm operations for the last order you created. Access the operations from the collective entry for the operation list. Which selection criteria do you enter?
Unit 4: Completion PLM315
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2. Which orders/operations are proposed by the system? Which confirmation number is assigned to them? Enter the actual work time for each operation and set the final completion confirmation indicator for each operation.
Confirmation number
Order Opera-tion
Actual work
Unit
Check whether the data has been proposed correctly based on your confirmation parameters.
Task 3:
Adjust whole completion confirmation screen
1. Show the setting for the profile PM01 of the whole completion confirmation.
Which Customizing path do you choose?
2. Which general settings are set?
Header data Screen area 1 Screen area 1
PLM315 Lesson: Completion Confirmation and Technical Completion
Solution 9: Completion Confirmation
Task 1:
Confirmation Parameters
The following defaults apply for your order type LO##: The system proposes final confirmation, including the posting of outstanding reservations. It also proposes dates and activities. Actual work may only exceed planned work by a maximum of 50%.
1. Which parameters do you set?
Final confirmation Dates in the future
a) SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.
Plant Maintenance and Customer Service →Maintenance and Service Processing → Completion Confirmations → Define Control Parameters for Completion Confirmations
Final confirmation Select
Post open reservs. Select
Propose dates Select
Propose activities Select
Work deviation active Select
Work deviation 50
Duration deviation active Deselect Duration deviation
Dates in the future Deselect
Unit 4: Completion PLM315
Task 2:
Performing a Completion Confirmation
1. Confirm operations for the last order you created. Access the operations from the collective entry for the operation list. Which selection criteria do you enter?
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a) SAP Menu → Logistics → Maintenance → Maintenance Processing
→ Completion Confirmation → Entry→Time Sheet → CATS classic
→Record Times
For example, restriction using the order number or work center T-EW##.
2. Which orders/operations are proposed by the system? Which confirmation number is assigned to them? Enter the actual work time for each operation and set the final completion confirmation indicator for each operation.
Confirmation
Continued on next page
PLM315 Lesson: Completion Confirmation and Technical Completion
Check whether the data has been proposed correctly based on your confirmation parameters.
38062 800228 0010 3 H
38062 800228 0020 5 H
38062 800228 0030 2 H
38062 800228 0040 1 H
Task 3:
Adjust whole completion confirmation screen
1. Show the setting for the profile PM01 of the whole completion confirmation.
Which Customizing path do you choose?
a) SAP Menu→ Tools → Customizing → IMG → Execute Project Select SAP Reference IMG.
Plant Maintenance and Customer Service →Maintenance and Service Processing → Completion Confirmations → Set Screen Templates for Completion Confirmations
Double click on the profile PM01 2. Which general settings are set?
Header data Screen area 1 Screen area 1
a) Profile changeable, with totals line, release in future and release upon saving, (permit required is not set)
Header data 1 maintenance with order
number
Screen area 1 1 times for operation Screen area 1 3 goods movements
Unit 4: Completion PLM315
Lesson Summary
You should now be able to:
• Carry out necessary Customizing settings for completion confirmation
• Adjust whole completion confirmation screen
• Create completion confirmations
• Perform technical completion
PLM315 Lesson: Controlling in the Completion Phase
Lesson: Controlling in the Completion Phase
Lesson Overview
This lesson demonstrates settlement of maintenance orders and the necessary Customizing settings.
It also demonstrates technical and business completion.
Lesson Objectives
After completing this lesson, you will be able to:
• Set the parameters for order settlement
• Perform settlement
• Perform business completion
Business Example
The maintenance tasks performed are to be settled on their requesters according to the causality principle. The cost center of the technical object is to be used in most cases as the account assignment object.
Once all the orders have been settled, business completion is to be performed in Controlling.
Order Settlement and Business Completion
The maintenance order serves as an instrument for planning and executing maintenance tasks. This means the order is the cost object for all costs resulting from resource planning and consumption. The costs of the resources required when performing tasks generate debits for the order in the form of actual costs.
To clear and monitor the costs according to the causality principle, the following questions must be answered:
• Is the order really the cost factor?
• What is the role of the requester or the object of the task?
This is the basis for order settlement.
Unit 4: Completion PLM315
Figure 62: Motivation of Settlement
Depending on the type of task, the order is settled on the actual cost factor, which means it is credited with the costs of resource consumption. The costs of the order are borne by a different receiver, who is simultaneously an object in cost accounting. This may be the cost center for the maintenance object or the organizational unit that requested the task. This means the order is used to collect all the costs incurred during planning and execution for task-related analysis.
Figure 63: Settlement Process
Continuous maintenance tasks, which are performed in the course of technical support for a specific maintenance object, are usually settled to the cost center of the object in question. This is only possible if the corresponding cost center
PLM315 Lesson: Controlling in the Completion Phase
is entered as the receiver in the settlement rule for the order. When this is done, the actual costs for the order are passed on to the cost center, which debits this cost center and credits the order. The actual cost balance for the order is zero once settlement is complete, while the cost center has actual costs greater than zero.
Figure 64: Settlement for Continuous Tasks
Besides the cost center, other settlement receivers are possible. This usually depends on the type of task performed. Tasks of an investment nature that lead to an increase in the asset value can be settled on an asset as would be done in Asset Accounting, and larger tasks, such as shutdown projects, can be settled on the corresponding WBS element for the project. This is controlled by an order-specific settlement rule.
Unit 4: Completion PLM315
Figure 65: Account Assignment Objects in Order Settlement
The settlement rule can be set up automatically and manually, and with or without system defaults. It is set up for technical completion of an order, at the latest.
While the settlement rule is defined during order processing and usually once only, settlement is a separate operation and can be repeated.
Figure 66: Setting Up the Settlement Rule
PLM315 Lesson: Controlling in the Completion Phase
Define how the settlement rule for suborders is to be determined in the Customizing settings for the order type. This overrides the default account assignment maintained in the settlement profile for suborders. You can choose between the following settings:
• Copy the distribution rule(s) from the main order
• Copy the distribution rule(s) from the superior order
• Copy the main order as the settlement receiver
• Copy the superior order as the settlement receiver
• No specific settings for suborders
If settlement to the main or superior order is specified for an order type (if it is used as a suborder), the system automatically creates a settlement hierarchy. The order on the lowest level is always assigned the highest level in the hierarchy, and is thus settled as the first order in the hierarchy. The main order is assigned the lowest level in the hierarchy and is thus settled last. This ensures that full settlement always takes place in the correct order. You can also create settlement hierarchies manually (see the CO documentation for further information).
An order for which settlement is complete can still be debited with actual costs.
This is particularly likely in the case of orders that extend across several posting periods (which may mean months). As a result of these debits, the actual cost balance for the order is again greater than zero, and can be reduced to zero again by means of a further settlement. Settlement is technically possible provided business completion has not been performed for the order.
Figure 67: Debiting the Order After Settlement
Order completion involves several steps: First, the order is technically completed in Plant Maintenance once all the required tasks have been performed. This does not involve a cost flow. Only the settlement rule is defined, if this has not already taken place. No further changes can be made to the order.
Unit 4: Completion PLM315
You can wait as long as you wish between the technical completion of an order and its settlement. Settlement credits the order with the actual costs. You can debit the order with further actual costs and repeat settlement again afterwards.
Business completion is finally performed for an order that has been fully settled - with an actual cost balance of zero. After this point, the order can no longer be debited with actual costs.
Figure 68: Options for Order Completion
Technical completion of an order is only possible if a settlement rule is defined.
Before settlement can take place, the order must contain a settlement rule and its actual cost balance must not be zero. As a result of complete settlement, the order has an actual cost balance of zero.
Business completion can take place for an order if it has been settled completely or does not have any actual costs. An order for which business completion has taken place is marked as Completed (status ABGS) and can no longer be debited with actual costs. However, you can cancel this status.
PLM315 Lesson: Controlling in the Completion Phase
Customizing Checklists
Figure 69: Customizing Settings for Settlement
Settlement for a Refurbishment Order
Refurbishment orders are settled directly to the material stock. The order is debited by the value of the corresponding batch on removal of the defective part (in this case, C3). The order is similarly debited when working time is confirmed.
In the case of goods receipt after refurbishment, the order is credited with the value of the batch refurbished (in this case, C2). This credit is shown as a negative debit. In order settlement, the receipt posting for the batch for the refurbished material can take place in two ways:
• In price control: standard price, the receipt for the batch refurbished is posted with the value of the standard price. The difference between refurbishment costs and the valuation of the batch refurbished is posted as a credit memo to a price difference account (FI).
• In price control: moving average price, the receipt for the batch
refurbished is posted with the value of the actual increase in value; that is to say, the value of the costs in work and material. This leads to an increase in the moving average price on the material level.
A prerequisite for settling to the material stock is that you define a settlement profile in Customizing where the material is set as a default account assignment.
This settlement profile is assigned to the order type for refurbishment. The settlement rule "Material" is determined automatically during refurbishment.
Unit 4: Completion PLM315
Figure 70: Settlement for a Refurbishment Order
History
Figure 71: Historical Maintenance Orders
The objective of archiving orders is to remove order data collected over a long period of time from the database and store it in compressed form in a special database area (order history) for evaluation purposes.
PLM315 Lesson: Controlling in the Completion Phase
There are two options available for archiving orders:
• Manually enter historical orders
• Reorganize orders (=archive and delete - SARA transaction)
During reorganization, orders are transferred to the order history in compressed form. The following data is stored:
• Order header data
• Object list
• Determining Location and Account Assignment Data
• Operations and sub-operations
• Planned and unplanned material components, summarized by material numbers
• Costs, summarized by value categories
Figure 72: Material Where-Used List
The material where-used list compares the planned and actual consumption for each material and order.
The system derives the planning data from the material components in the order, and calculates the actual data from the actual reservation quantities or goods movements for the order.
Hint: To display material withdrawals, you must have activated the goods movements function for the order in Customizing.
Unit 4: Completion PLM315
PLM315 Lesson: Controlling in the Completion Phase
Exercise 10: Controlling in the Completion Phase
Exercise Objectives
After completing this exercise, you will be able to:
• Set up settlement parameters
• Perform settlement
• Perform business completion
Business Example
The maintenance tasks performed are to be settled on their requesters according to the causality principle. The cost center of the technical object is to be used in most cases as the account assignment object.
Once all the orders have been settled, business completion is to be performed in Controlling.
Task:
Order settlement
1. Check settlement rule
Display the settlement rule for your order.
Which path do you choose?
Which settlement rule is displayed?
2. Check settlement profile
Determine the settlement profile for your order from the Customizing settings.
Which path do you choose?
The settlement profile for your order is:
3. Determine the allocation structure assigned to the settlement profile. Now determine which credit cost element is determined from which debit cost element for your order.
Which path do you choose?
The allocation structure is:
Which credit cost element is valid for which debit cost element for your order?
Unit 4: Completion PLM315
4. Settle order: Settle your order.
Which path do you choose?
5. Analyze order costs after settlement
Display the actual costs by cost type for your order.
Which path do you choose?
6. Perform business completion for your order after settlement.
How do you do this?
PLM315 Lesson: Controlling in the Completion Phase
Solution 10: Controlling in the Completion Phase
Task:
Order settlement
1. Check settlement rule
Display the settlement rule for your order.
Which path do you choose?
Which settlement rule is displayed?
a) SAP standard menu → Logistics → Plant Maintenance → Maintenance Processing → Order → Change
Symbol for Settlement Rule or Goto → Settlement Rule Settlement rules:
Category Receiver Percentage Settlement type
No.
CTR 4110 100 FUL 1
CTR 4110 100 PER 2
2. Check settlement profile
Determine the settlement profile for your order from the Customizing settings.
Which path do you choose?
Unit 4: Completion PLM315
The settlement profile for your order is:
a) SAP standard menu → Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types
Select the line containing order type PM01.
Access details.
Settlement profile: 40
3. Determine the allocation structure assigned to the settlement profile. Now determine which credit cost element is determined from which debit cost element for your order.
Which path do you choose?
The allocation structure is:
Which credit cost element is valid for which debit cost element for your order?
a) SAP standard menu → Tools → Customizing → IMG → Execute Project
Choose Display SAP Reference IMG.
Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → General Order Settlement
→ Maintain Settlement Profiles
Select the line containing settlement profile 40.
Access details.
Allocation structure: PM
Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → General Order Settlement → Maintain Allocation Structures
Select the line containing allocation structure PM.
Double click on Assignments in the dialog structure (column on the left) Check where the debit cost element is listed in the assignments:
Select assignment line ->
Double click on Source in the dialog structure (column on the left) Continued on next page
PLM315 Lesson: Controlling in the Completion Phase
Double click on the cost element group.
The 400xxx cost elements are contained in the assignment 001 Raw material costs.
The cost element 890000 is in the assignment 030 Consumption semifinished products.
The cost element 615000 is in the assignment 020 Activity allocation.
Determine the settlement cost element for each source.
Select assignment line ->
Double click on Settlement cost elements in the dialog structure
Double click on Settlement cost elements in the dialog structure