Blueprint Training Presentation: Material Use October 10, 2006 Project Goals Implement SAP Plant Maintenance system      Provide integration with Finance, HR, and Materials Allow enhanced scheduling and.

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Transcript Blueprint Training Presentation: Material Use October 10, 2006 Project Goals Implement SAP Plant Maintenance system      Provide integration with Finance, HR, and Materials Allow enhanced scheduling and.

Blueprint Training Presentation:

Material Use

October 10, 2006

Project Goals Implement SAP Plant Maintenance system

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Provide integration with Finance, HR, and Materials Allow enhanced scheduling and planning for work assignments Provide work scheduling as well as management reporting tools Accommodate the use of mobile technology to reduce paperwork Accommodate the use of GIS with SAP Improve automated updates to customers about the status of work Implement a Preventive Maintenance system for buildings, areas, and equipment

Utilize standard SAP functionality to collect utility usage and cost information for recharge calculations

The Maintenance Process Plan the Work Identify the Work Do the Work History/Analysis Preventive Maintenance Record What was Done

The Maintenance Process Identify the Work

Web Request Phone Call

History/Analysis

Technical History Breakdowns Costs

Plan the Work

Priority / Dates Labor Required Parts

Do the Work

Parts Issued Purchase Reqs

Preventive Maintenance

Procedures Schedules

Record What was Done

Hours Worked Comments Codes

The Maintenance Process Identify the Work

SAP Notification

History/Analysis

UK Business Warehouse

Plan the Work

SAP Work Order

Do the Work

SAP Goods Issue SAP Purchase Order

Preventive Maintenance

SAP Task List SAP Maintenance Plan

Record What was Done

SAP Order Confirmation

How are Materials Used in SAP Plant Maintenance?

Planned

Stock Materials may be planned on work orders. Planning a stock material results in a “Reservation” being created in the storeroom. The Storeroom can then pick, stage, and deliver the materials as required.

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Non-stock materials and services may be planned on work orders. This results in a “Purchase Requisition” being created. This requisition is then processed by procurement and the materials are delivered to the University.

“Text Items” – These a instructions or comments about the materials required for a work order. This may be a note to bring a ladder or supplies (like electrical tape).

Unplanned

Stock Materials may be issued directly to a work order. Storeroom personnel will issue the material and charge it to the work order number. The name of the person receiving the material is also recorded.

How are Materials “Found” to Plan on a Work Order?

By Description

There are many ways to search for materials. The description is used quite often for maintenance orders. “Wildcards” may be used. Examples include: *bearing* - which will find all materials with “bearing” in the description or *filter*16* which will find all materials with “filter” and “16” (like Filter, Air, 16x20x1) .

By Bill of Material

“Bills of Material” (parts lists) may be created for any Building, Floor, Room, or Equipment. These list the parts frequently used to maintain that item. Parts may be directly selected from the BOM.

By Task List

Task Lists are maintenance procedures which include parts and labor. These may be created for any Building, Floor, Room, or Equipment. Including a Task List on an order will also include any materials on that Task List.

Planning Materials on an Order

Planning Materials on an Order This is the order created in the last session.

Planning Materials on an Order This example will search by description.

Planning Materials on an Order This will search for all materials with “light” in the description.

Planning Materials on an Order A list of matches is displayed. Click on the desired part.

Planning Materials on an Order Note the required quantity.

Planning Materials on an Order

Planning Materials on an Order To select a material from the BOM, the “List” button is used.

Planning Materials on an Order The BOM lists the materials and recommended quantities. Select as many items as are required and click the “check mark”.

Planning Materials on an Order

Planning Materials on an Order Note that another line was added for 2 light bulbs and a third line with a note.

Planning Materials on an Order To use a Task List, click “Change Work Order”. (Note: A Task List could also be used when creating the order.)

Planning Materials on an Order

Planning Materials on an Order Follow this menu path to select a Task List to include.

Planning Materials on an Order The system will prompt whether you wish to delete the planning you have done. If you answer “Yes” the Task List will replace what you have entered; otherwise the Task List will be in addition to what you have entered.

Planning Materials on an Order

For More Information: Ben Crutcher: [email protected]

IRIS Webpage: www.uky.edu/IRIS/