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Blueprint Training Presentation: Material Use

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 planning for work assignments

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Blueprint Training Presentation: Material Use

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  1. Blueprint Training Presentation: Material Use October 10, 2006

  2. Project Goals • Implement SAP Plant Maintenance system • 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

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

  4. The Maintenance Process Plan the Work Do the Work Identify the Work Parts Issued Purchase Reqs Priority / Dates Labor Required Parts Web Request Phone Call Preventive Maintenance Procedures Schedules History/Analysis Record What was Done Technical History Breakdowns Costs Hours Worked Comments Codes

  5. The Maintenance Process Plan the Work Do the Work Identify the Work SAP Notification SAP Goods Issue SAP Purchase Order SAP Work Order Preventive Maintenance SAP Task List SAP Maintenance Plan History/Analysis Record What was Done SAP Order Confirmation UK Business Warehouse

  6. 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. • 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.

  7. 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.

  8. Planning Materials on an Order

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

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

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

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

  13. Planning Materials on an Order Note the required quantity.

  14. Planning Materials on an Order

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

  16. 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”.

  17. Planning Materials on an Order

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

  19. 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.)

  20. Planning Materials on an Order

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

  22. 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.

  23. Planning Materials on an Order

  24. For More Information: Ben Crutcher: ben@email.uky.edu IRIS Webpage: www.uky.edu/IRIS/

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