Unit 10: Enterprise Asset Management/customer Service

Front 1

Organizational levels used by asset management

Back 1

- Client
- Company code
- Plant
- Maintenance plant
- Maintenance planning plant

Front 2

What is the difference between a maintenance plant and a maintenance planning plant?

Back 2

A maintenance plant is a plant where technical objects (things that need maintenance) are installed. I.e. the site of the maintenance work.

A maintenance planning plant is a location where maintenance is planned and scheduled.

Front 3

Give 3 examples of maintenance work centers.

Back 3

- Welding
- Metalworking
- Mechanics

Front 4

List 3 functions of work centers.

Back 4

- Costing
- Scheduling
- Capacity planning

Front 5

Describe the relationship between
- service orders and maintenance plants
- service orders and planning plants

Back 5

A service order is assigned to exactly one planning plant. However, work to fulfill the service order can be carried out at multiple maintenance plants.

Front 6

List the 4 types of technical objects

Back 6

- Functional locations
- Equipment
- Serial numbers
- Bills of material

Front 7

To what object do maintenance costs initially collect, before they end up in the cost center?

Back 7

Plant maintenance order (PM order)

Front 8

List the 3 criteria among which you choose to design your functional locations, with 2 examples each

Back 8

- Spatial (e.g. building 1, building 2)
- Technical (e.g. press, press frame, press hydraulics)
- Functional (e.g. polymerization, condensation)

Front 9

List the 4 views used by the functional location or equipment master record

Back 9

- General
- Location
- Organization
- Structure

Front 10

List 4 types of information in the functional location or equipment master record's general view

Back 10

- Class
- Object type
- Reference data
- Manufacturer data

Front 11

List 2 types of information in the functional location or equipment master record's location view

Back 11

- Location data
- Address

Front 12

List 2 types of information in the functional location or equipment master record's organization view (with one example each)

Back 12

- Account assignment (e.g. company code, cost center)
- Resposibilities (e.g. maintenance planning plant)

Front 13

List 3 example types of information in the functional location or equipment master record's structure view

Back 13

- Structure indicator
- Higher-level function location
- Equipment

Front 14

List 7 kinds of information that are stored in the functional location or equipment master record

Back 14

- Equipment usage
- Classification
- Documents/technical drawings
- Multilingual texts
- Address/partner
- Measuring points/counters
- Permits

Front 15

The identification for functional locations is created using the _____.

Back 15

structural indicator

Front 16

List and describe the 2 elements of the structural indicator

Back 16

- Coding template. Controls characters and formatting of structure indicator
- Hierarchy levels. Defines which level ends at which character and number of hierarchical levels.

Front 17

Equipment can be installed or dismantled at _____.

Back 17

functional locations

Front 18

If there is inventory management for it, equipment can be linked with a _____.

Back 18

material

Front 19

Define equipment

Back 19

An individual physical object to be maintained as an autonomous unit

Front 20

List 8 examples of equipment

Back 20

- Means of production
- Means of transport
- Test equipment
- Production resources/tools (PRTs)
- Customer devices
- Buildings/property
- Systems/system parts
- Vehicles

Front 21

If customized accordingly, the system automatically creates a new _____ whenever certain changes are made in the equipment master record.

Back 21

time segment

Front 22

Similar to inventory movements, equipment that is linked with a _____ can be automatically moved between a functional location and storage

Back 22

material

Front 23

The combination of _____ and serial number is always unique

Back 23

material number

Front 24

The serial number is stored in the _____.

Back 24

equipment master record

Front 25

List the 3 types of maintenance BOM

Back 25

- Material BOM
- Equipment BOM
- Functional location BOM

Front 26

List 3 additional functions available in a maintenance BOM vs. a regular BOM

Back 26

- Clear object structure display
- Spare parts planning in the order
- Spare parts planning in the task list

Front 27

When is a material BOM used in plant maintenance?

Back 27

When a number of similarly constructed objects must be maintained

Front 28

What are the 3 steps for assigning a material BOM to a technical object from scratch?

Back 28

1. Create a material
2. Create a BOM for the material
3. Assign the material BOM to the technical object

Front 29

A material BOM is assigned to a technical object via the _____ field.

Back 29

construction type

Front 30

List and explain the 5 steps of the corrective maintenance process

Back 30

1. Notification. Malfunctions are entered into the system.
2. Planning. PM orders are created, including the tasks to be performed and materials/tools required.
3. Scheduling. Check availability, put the order into process, and print shop papers.
4. Execution. Task is performed. Materials are withdrawn.
5. Completion. TECO (technical completion), time worked is entered. Controlling can settle the order at the same time.

Front 31

List and describe the 4 sections of a maintenance notification

Back 31

- Header. Who, when, what, where of the malfunction.
- Notification items. Detailed information about the malfunction.
- Activities. Work that has been performed to address the problem.
- Tasks. Work that still needs to be performed.

Front 32

List 4 methods by which a maintenance order may be created

Back 32

- created directly
- created from a notification
- created from several merged notifications
- automatically generated from a maintenance plan

Front 33

List and describe the 5 sections of a maintenance order

Back 33

1. Header
2. Object list. Equipment, functional locations, notifications
3. Operations. Tasks that should be performed, including who, what, where. Contains material list and PRTs
4. Settlement rule. Who will pay. Derived from reference object.
5. Costs. Estimated, planned, and actual costs.

Front 34

List and describe the 5 steps of using stock materials in a maintenance order

Back 34

1. Plan the materials. They can be from the BOM of the reference object or freely assigned.
2. Reserve materials. If they are kept in stock, the materials you plan will be reserved.
3. Release the order. An availability check will be performed.
4. Print material provision lists and withdrawal slips.
5. Plan goods issues.

Front 35

List the 2 types of objects that may be in a maintenance order's object list

Back 35

- notifications
- technical objects

Front 36

List and describe the 5 steps of using stock materials in a maintenance order

Back 36

1. Add purchase information to order when components are assigned. System will generate purchase requisitions.
2. Convert purchase requisition to purchase order. Maintain reference to maintenance order.
3. On goods receipt, items are assigned to correct account. The maintenance order is debited accordingly.
4. When invoices is received, discrepancies are assigned to maintenance order.

Front 37

List the 2 ways that expected costs can be displayed for a maintenance order

Back 37

- At cost element level (controlling view)
- At value category level (maintenance view)

Front 38

List 4 effects of a maintenance order release

Back 38

- Reservation in effect
- Papers can be printed
- Time confirmation possible
- Goods movement possible

Front 39

List 5 activities you can perform only after a maintenance order has been released

Back 39

- Print shop papers
- Withdraw material
- Post goods receipt
- Enter time confirmations
- Complete task

Front 40

List 7 paper documents that may be printed as the result of a maintenance order

Back 40

- job ticket
- operation control ticket
- material pick list
- object list
- time ticket
- confirmation slip
- material withdrawal slip

Front 41

List the 2 types of material withdrawals from a warehouse that may occur as a result of a maintenance order

Back 41

- planned withdrawal of stock material
- unplanned withdrawal of stock material

Front 42

List 3 ways that time worked on a maintenance order may be confirmed

Back 42

- Individual entry for each operation
- Collective entry of multiple entries
- Using CATS

Front 43

By default, to what status are maintenance orders assigned when completion confirmations for all operations are entered?

Back 43

PCNF (partially confirmed)

Front 44

You can use the _____ function to verify the use of materials in maintenance orders within a specific time period.

Back 44

materials where-used list

Front 45

List the 10 steps in the service order process flow

Back 45

1. Creation
2. Planning
3. Release
4. Print/communication
5. Execution
6. Confirmation
7. Technical completion
8. Billing document
9. Settlement
10. Business completion

Front 46

List the 6 sections of a service order

Back 46

- Header
- Operations
- Components (including PRTs)
- Costs
- Partners
- Object list

Front 47

List 6 ways a service order can be created

Back 47

- Directly
- Generate from a service notification
- Generate from several combined notifications
- Generate from a sales order item
- Automatically generate from a maintenance item

Front 48

What is the behavioral difference between a revenue-bearing service order and a non-revenue-bearing service order

Back 48

- Revenue-bearing: Revenues are posted to the service order
- Non-revenue-bearing: Revenues and/or costs are posted to the superior sales document

Front 49

When external operations for services are entered in a service order, _____ are created for the operation

Back 49

service specifications

Front 50

List the 7 types of information contained in a service order confirmation

Back 50

- Hours worked
- Third-party goods receipts or service entry sheets
- Activities
- Material withdrawals from the warehouse
- Object changes
- Measurement and counter readings
- Travel expenses

Front 51

The _____ is a special form of sales order used as the basis for billing documents for service orders.

Back 51

billing request

Front 52

Define settlement

Back 52

Allocation of costs and revenues for an order to the settlement receiver(s)

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Front 53

List the 3 prerequisites for the settlement of a service order

Back 53

- The order must be released.
- A settlement rule must exist.
- The order must contain costs or revenues that have not yet been settled.

10-62

Front 54

For service orders, the _____ determines which settlement receiver types are possible and which type will be proposed as a default.

Back 54

order type

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Front 55

List the 10 possible settlement receiver types

Back 55

- G/L account
- cost center
- order
- WBS element
- asset
- material
- network
- profitability segment
- sales order
- business process

10-62

Front 56

On a service order, costs and revenues are displayed on the _____ level

Back 56

header

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