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The equipment status can be very powerful, but at times, it’s very painful.  I have run into issues the status doesn’t get set or reset properly after certain transactions.  In addition, you may also need to manually reset it for certain scenarios, like inter company repairs.  Today I want to talk about how to reset equipment status.

Once inside of the equipment record, edit–>special serial number functions –>manual transaction.  The manual transaction is the equivalent of the equipment status reset.  It allows you to force the status (remember, this won’t impact the stock)

that will bring up this nice pop-up window that presents you with the following options:

To stock: ESTO
From Stock: add AVLBTo Customer: ECUS
From Customer: ESTO
Delete Assign to HU: Clears the handling unit
Delete Inv. Assign: clears inventory connection

Save, and should be able to continue with your transactions.
Good luck and thanks for reading.

 

I often get the question about the difference between Equipment Records & Functional Locations.  So I figured, what better way to answer it than to post it on the blog so everyone can see it :).

So, onto the question.  An Equipment Record and a Functional Location are very similar as far as SAP functionality.  They can both do pretty much all the same things, hold the same data etc.  The difference between these items is really more fundamental in terms of what they represent.

Equipment:  this is typically any piece of equipment, say an Iphone, a printer, a laptop.  They can be anywhere, with anyone etc.  Typically serialized, etc.

Functional Location: This is typically more of a permanent structure.  For example, this may be a punch press machine, a central office for your cable company etc.  A functional location is just that, a fixed location.  It can often contain equipment records (especially in the case of a central office, there may be racks, switching devices, fiber optic routers, etc.).  In my experience, I tend to see FL’s used much more in plant maintenance for items that are fixed in the plant.

Thanks for reading,

Here’s a post that I did a long time ago, but is still valid today, so I thought I’d bring this one back.

One of the decisions I often see customers struggle with is when to release the service order.  So I thought I’d give you my opinion on the service order release strategy that I’ve seen and give you some good information to consider before you make your final judgement.

Now, the biggest dilemma I hear is do I release it automatically, or do I wait.  My answer, like any good consultant, is it depends.  The biggest factor that anyone needs to consider in this choice is, do you care when the requirements move to MRP.  What happens is when a service order is released, any planned components will show as a demand in MRP.  Well, if you’re not ready to work on this order for another 2 months, in my opinion, you don’t want the demand going out for the parts as soon as it’s created.  Now, if you’re using all of your dates correctly, and have outstanding capacity planning figured out, you can probably avoid this.  Most places I’ve worked at are not that sophisticated, and don’t have the resources to maintain that level of planning for service.  In those instances, I encourage you NOT to release the service order automatically.  You can control that setting in the service order type configuration:

simply make sure this box is unchecked.  The other cool thing is that you can decide on an order type basis.  So perhaps for your field service or plant maintenance orders you do want them released automatically, but perhaps for your service exchange or even in-house repair orders, you want to manually control this.

As a rule of thumb, I generally set it to be NOT released immediately, unless it is for a Field Service Order Type.  This allows the service planner to review the order, set the dates properly, make sure the correct components have been called out, and decide if it should be added into the queue…  or this one should wait because there is already a backlog of more important service orders to attend to.

Using the system status, it is easy to see what is not released.  Simply look for CRTD to see the unreleased orders.  If it is REL, it has been released.

I hope you found this interesting.

As always, if you need more help in service management or variant configuration please use the contact us button above and let us know how we can help.

I’m also on the lookout for new topics to blog about.  if you have suggestions, please comment on any of my post,

Thanks for reading,

I did a post, long ago, that I haven’t talked about in a while is the repair procedure.  I thought I’d revisit it again.

One of the key pieces of the in-house repair scenario is the repair procedure.  The repair procedure simply put is the roadmap of actions that need to happen when you perform a service process.  I’m going to talk about how you can set this up and use it to fit your business process.

First thing is show you where in configuration you define the repair procedure.  The following screen shot shows you where to go in SPRO to configure the repair procedure.

Initially, select the Maintain Repair Actions.  This screen will give you the translation of what each action means.  The actions are the key in the actual repair procedure, so I wanted to show you what they look like.  Normally, this screen doesn’t need to change unless you want to add better text to the action (this will show up in the repair screen).  Some of the important terminology in this screen:

• Send/Pickup Replacement refers to loaned equipment.   Simply put, you send the customer a unit to use while the repair happens, then they send it back after they receive their repaired unit.
• Replacement Part – this is an exchange.  It means the customer will keep this unit (and typically return the unit they currently have to you.  then you can repair it and add it to your refurbished/spares inventory).

Alright, now on to the real work.  Next we will pull up the repair procedures.  I’m going to walk through the example of an in-house repair that allows loaners.  the next screen will show you how to get into the repair procedure.

Select the procedure you want to view (or copy in the event of creating a new one).

Now, you’re looking at the SAP logic of the repair procedure.  What you’ll notice is that everything is broken up by stages.    Remember, for each stage you can only define a single Default.  The stages are as follows:

• 101         Accept repair: this is the actual receiving of the item
• 102         Start repair: this is the repair of the item, or the processing
• 103         Confirm repair: this is what happens after the service order is confirmed.

Now, if you look at the first stage(101) in the procedure below, you’ll see the following steps.  These are the steps you are allowed to do as soon as you enter in the material to repair.

• 101         Returns                – this is flagged at Default, so that means this will automatically be placed into the sales order as soon as the repair procedure is selected.
• 104         Send Replacement – this allows you to send a loaned piece of equipment to the customer
• 106         Replacement Part – allows you to send an exchange to the customer.

Looking at stage 102, you’ll see the addition of Manual and Conf. populated.  Before I move on, the options for confirmation (conf.):

• 01           Repair: fix me
• 02           Do not repair/can be delivered: don’t fix me, but send me back
• 03           Can be scrapped: scrap me
• 04           Repaired/for delivery: I’m repaired, send me back to the customer.

Also note, if something is set as manual, even if 01 -> 04 above are selected, the item will not be automatically added to the sales order.  It will have to be manually entered.

Now looking at the actual data for stage 2 you’ll see that the numbers make a little more sense:

• 102         Repairs                                 01                           : since this is 01, it means repair me, thus generate a service order.
• 103         Outbound Delivery         02           Manual: this is the scenario  where the item cannot be repaired, so just send it back to the customer.  This is a manual step.
• 107         Scrapping                            03           Manual:  Similar to 103, but this time we won’t even send the item back to the customer.
• 108         Credit memo                                                     :  Create a Credit Memo Request for the customer, with reference this line item.
• 109         Debit memo                                                       : Create a Debit Memo Request for the customer, with reference this line item.

I hope this makes sense of how to structure your repair procedure.  If you’d like more detail, please comment below.  Now for the next piece, how do I attach this repair procedure.

 

In the item category configuration, scroll to the bottom of the item category, and enter the Repair Procedure.  I’m not going into the details of how to select this item category (I’ll save that for another post).

Thanks for reading,