C_S43_2023 SAP Certified Associate - SAP S/4HANA Cloud Private Edition Asset Management Question and Answers

The Preparation and Scheduling phase within phase-based maintenance is the phase where the maintenance planner divides the maintenance effort into manageable groups, levels out the workload over several weeks, determines the concrete time period for the requested maintenance work, and checks the availability of all the resources, spare parts and services needed1.

Option B (The order moves to the Preparation phase once it is approved and released) is correct, because the approval and release of the order is the last step of the previous phase (Approval phase)2. Once the order is approved and released, it is ready for preparation and scheduling.

Option D (The configuration of the order type decides whether you use Resource Scheduling or not) is also correct, because the order type determines whether the order is relevant for resource scheduling or not2. Resource scheduling is an optional step in the Preparation and Scheduling phase, where the planner can assign and dispatch the orders and operations to the technicians using the Resource Scheduling apps2.

Option A (If you use the Resource Scheduling apps, you always dispatch orders and operations) is incorrect, because the Resource Scheduling apps allow the planner to either dispatch or assign the orders and operations2. Dispatching means that the planner assigns a specific technician and a specific time slot for the order or operation, while assigning means that the planner assigns only a technician or a team, but not a specific time slot2.

Option C (Maintenance Planning Buckets give you a list of non-approved notifications) is also incorrect, because the Maintenance Planning Buckets app gives the planner a list of approved and released orders that are ready for preparation and scheduling2. The non-approved notifications are handled in the previous phase (Screening phase)2.

References:

Phase Model for the Maintenance Process

New Phase Model for the Maintenance Processes in S/4HANA Cloud

Explaining the Phase-based Process

Maintenance Process Phases

To have several plan dates calculated in a maintenance plan, you use the scheduling period parameter. The scheduling period defines the time interval for which the system calculates the planned dates for the maintenance plan. For example, if you enter 12 months as the scheduling period, the system calculates the planned dates for the next 12 months from the current date. You can also specify the end date for scheduling, which is the last date for which the system calculates the planned dates. The scheduling indicator determines how the system calculates the planned dates based on the cycle, the shift factor, and the tolerance. The call horizon defines the percentage of the cycle that must be expired before the system generates a call object (such as a maintenance order or notification) for the planned date.

References: 1: Scheduling Maintenance Plans - SAP Learning 2: Maintenance Plan Scheduling Parameters - SAP Online Help

Phase-based maintenance is a new concept introduced in SAP S/4HANA Cloud that allows you to track the life cycle of the maintenance processes using nine predefined phases and sub-phases. These phases are set up by SAP and you cannot change them. However, you can control the transition of phases using phase control codes. Phase-based maintenance is only applicable to the new order types Reactive Maintenance and Proactive Maintenance,which are delivered with the relevant Best Practices scope items. It is not mandatory for breakdown and preventive maintenance, nor can it be used with any existing order type. References: New Phase Model for the Maintenance Processes in S/4HANA Cloud, Phase Model for the Maintenance Process, Maintenance Process Phases, Explaining the Phase-based Process

The Report and Repair Malfunction app supports the maintenance technician in the following steps:

Plan repair work for the responsible work center: The app allows the technician to assign the work items to the work center that is responsible for the repair work. The work center can be a person, a group of persons

 Linear data is used to describe the location and extent of linear assets, such as pipelines, roads, or cables. Linear data can be stored in the master data of technical objects, such as functional locations and equipment, as well as in the transactional data of maintenance processes, such as notifications, orders, and confirmations. The objects that have been enhanced with linear data in maintenance processes are:

Work order confirmation: You can record the processing status of a maintenance order by entering linear data in the confirmation. You can also use the linear data from the order operation or the notification item as a default value1

Maintenance plan item: You can define inspections and maintenance tasks in linear assets by creating and managing the maintenance items in maintenance plans with linear data. You can also use the linear data from the technical object or the task list as a default value2

Notification item: You can describe the condition of your linear asset or report a malfunction by entering linear data in the notification item. You can also use the linear data from the technical object as a default value3

References: 1: Linear Data in Maintenance Order Confirmation 2: Linear Data in Maintenance Plan Item 3: Linear Data in Maintenance Notification Item

You can see the results of the material availability check for maintenance orders in two places: within a maintenance order and in the list editing (single-level) for maintenance orders.

Within a maintenance order, you can see the material availability status for each component in the Components tab. The status can be one of the following: Available, Not Available, Partially Available, or Not Checked. You can also see the availability date, which is the date on which the component can be fully available. You can access the maintenance order from the Manage Maintenance Orders app or the Change Maintenance Order app1.

In the list editing (single-level) for maintenance orders, you can see the material availability status for each order in the Material Availability column. The status can be one of the following: Available, Not Available, Partially Available, or Not Checked. You can also see the availability date, which is the date on which all the components for the order can be fully available. You can access the list editing from the List Editing (Single-Level) for Maintenance Orders app2.

References: 1: Checking the Material Availability Status 2: [List Editing (Single-Level) for Maintenance Orders]

A material BOM is a list of components that make up a material. It can be used to describe the structure and composition of a product or a spare part. A material BOM can be assigned to one or more technical objects, such as equipment or functional locations, to define the materials required for maintenance activities1.

One way to assign a material BOM to a piece of equipment is via the field construction type in the equipment master. The construction type is a material number that identifies the material BOM for the equipment. By entering the construction type in the equipment master, the system automatically assigns the material BOM to the equipment2.

The other options are incorrect because:

Via field model number in the equipment master: The model number is a material number that identifies the material of the equipment itself, not the material BOM. It is used to create an equipment BOM, which is a list of components that are installed on the equipment. An equipment BOM can be different from a material BOM, as it can reflect the actual configuration of the equipment2.

Via material BOM header in the serialization data: The serialization data is a view in the material master that contains information about the serial numbers of the material. It is not related to the material BOM or the equipment assignment3.

Via creation of an equipment BOM: The creation of an equipment BOM is a different process from the assignment of a material BOM. An equipment BOM can be created from a material BOM, but it does not automatically assign the material BOM to the equipment. An equipment BOM can also be created manually or copied from another equipment2.

References: 1: Using Bills of Materials (BOMs) - SAP Learning 2: SAP PM Bills of Material Tutorial - Free SAP PM Training - ERProof 3: Serialization Data (SAP Library - Material Master (LO-MD-MM))

Orders with Operation Account Assignment (OAA) are a special type of PM/CS orders that allow the detailed planning, capture and reporting of costs at the order operation level. The operations have their own settlement rules enabling more accurate cost updating of multiple assets maintained using a single PM/CS order. The mandatory characteristics of OAA orders are:

A technical object must be assigned to an order operation. This ensures that the operation is linked to a specific asset and can be settled accordingly. The technical object can be an equipment, a functional location, or a material.

Costs are stored only for the operation object. This means that the order header does not have any costs associated with it. The costs are allocated to the operations based on the actual postings of goods movements, confirmations, and invoices.

Purchase requisitions have the operation as account assignment. This means that the purchase requisitions created from the order components are assigned to the operation instead of the order header. This allows the tracking of costs at the operation level.

The characteristics that are not mandatory for OAA orders are:

Overall costs are dynamically summed up on the header level. This is an optional feature that can be activated by using the business function LOG_EAM_SIMPLICITY_2. This allows the display of the total costs of the order operations on the order header level.

The settlement rule is maintained on the header level. This is not a characteristic of OAA orders, but rather a limitation. The settlement rule for OAA orders can only be maintained on the operation level, not on the header level. This means that each operation has its own settlement rule and can be settled to different receivers.

References:

Operation Account Assignment

Operation Account Assignment 2

 

 When you settle a refurbishment order with the batches (valuation types) having price control standard price, the following effects occur:

The effective costs are posted as a credit memo to a price difference account. This means that the difference between the actual costs of the refurbishment and the standard price of the batch is recorded as a variance in the accounting document. This ensures that the inventory value of the batch is not affected by the refurbishment costs1

The goods receipt for the batch refurbished is posted with the value of the standard price. This means that the inventory value of the batch is updated with the predefined price that is maintained in the material master. This ensures that the inventory value of the batch is consistent and stable1

The other options are incorrect because:

The effective costs are not posted to the respective batch (valuation type). The batch valuation is based on the standard price, not the actual costs of the refurbishment1

The goods receipt for the batch refurbished is not posted with the value of the moving average price. The moving average price is only used for batches with price control moving average price, not standard price1

References: 1: Settlement Receiver | SAP Help Portal

 A maintenance request within the phase-based process differs from a maintenance notification in the standard process in that it contains an additional screening phase where requests can be acceptedor rejected. In the standard process, a maintenance notification is created and processed without any screening. In the phase-based process, a maintenance request is created and submitted for screening. The screening phase allows the supervisor to review the request and decide whether to accept it or reject it. If the request is accepted, it becomes a maintenance notification and moves to the planning phase. If the request is rejected, it is closed and no further action is taken1.

The other options are incorrect because:

A maintenance request does not always use the risk-based assessment for prioritization. It can also use a predefined priority list2.

A maintenance request is not a new business object with no connection to a maintenance notification. It is a maintenance notification that is in the initiation or screening phase3.

It is not mandatory to assign a task list to the maintenance request. A task list can be assigned to the maintenance order in the planning phase4.

References: Explaining the Phase-based Process, New Phase Model for the Maintenance Processes in S/4HANA Cloud, SAP S/4HANA Cloud release of 2011 – Asset Management (Maintenance Management), Introducing Reactive Maintenance (4HH)

The SAP Service and Asset Manager application enables maintenance workers to perform various tasks related to asset management, such as:

Confirm time sheets: Maintenance workers can record the time spent on work orders and operations, and submit them for approval. They can also view the status of their time confirmations and edit or delete them if needed. This functionality helps to track the labor costs and efficiency of the maintenance work1.

Attach documents: Maintenance workers can attach documents, such as photos, videos, audio files, or PDFs, to work orders, notifications, or equipment. This functionality helps to provide additional information or evidence for the maintenance work2.

Display maps: Maintenance workers can view the location of assets, work orders, or notifications on a map. They can also use the map to navigate to the destination, filter the map items, or switch between different map layers. This functionality helps to improve the spatial awareness and planning of the maintenance work3.

Display and maintain technical objects: Maintenance workers can view the details of technical objects, such as equipment, functional locations, or linear assets, and perform actions on them, such as creating notifications, work orders, or measurements. They can also edit the technical object data, such as the status, serial number, or manufacturer. This functionality helps to manage the lifecycle and performance of the assets.

The functionalities that are not available in the SAP Service and Asset Manager application for a maintenance worker are:

Schedule resources: This functionality is available in the SAP S/4HANA Asset Management application, which is a web-based application that supports the planning and scheduling of maintenance work. Maintenance planners and schedulers can use this application to assign resources, such as technicians, tools, or materials, to work orders and operations, and optimize the resource utilization and availability.

Change task list: This functionality is also available in the SAP S/4HANA Asset Management application, which allows maintenance planners and engineers to create and modify task lists, such as general task lists, equipment task lists, or functional location task lists. Task lists are used to define the sequence of operations and activities for recurring maintenance work.

Change BOM: This functionality is also available in the SAP S/4HANA Asset Management application, which allows maintenance engineers and technicians to create and change bills of materials (BOMs) for technical objects, such as equipment or functional locations. BOMs are used to list the components and materials that are required for the maintenance work.

Create a work order on the ESRI map: This functionality is not available in the SAP Service and Asset Manager application, which only supports viewing the existing work orders on the map. To create a work order on the map, the maintenance worker would needto use the SAP Work Manager application, which is another mobile application that integrates with the ESRI ArcGIS platform. The SAP Work Manager application allows the maintenance worker to create a work order by tapping on a map location, and assign the work order to a technician or a crew.

References: 1: SAP Service and Asset Manager User Guide - Maintenance Persona - Time Management 2: SAP Service and Asset Manager User Guide - Maintenance Persona - Attachments 3: SAP Service and Asset Manager User Guide - Maintenance Persona - Maps : [SAP Service and Asset Manager User Guide - Maintenance Persona - Technical Objects] : [SAP S/4HANA Asset Management - Resource Scheduling] : [SAP S/4HANA Asset Management - Task Lists] : [SAP S/4HANA Asset Management - Bills of Material] : [SAP Work Manager User Guide - Creating Work Orders on the Map]

 

 Material planning in the maintenance order is the process of determining the type, quantity, and availability of the materials required for carrying out the maintenance tasks. There are some considerations regarding material planning in the maintenance order, such as:

Material can be assigned at the operation level or the sub-operation level, but not at the order header level. This is because the material requirement is linked to the specific work that needs to be done in the order. Therefore, option A is incorrect1.

For stock material, you always need a reservation to ensure that the material is available when needed. A reservation is a request to the warehouse to keep a certain amount of material ready for withdrawal at a certain time. Therefore, option B is correct1.

A goods issue is the physical withdrawal of material from the warehouse. It can be entered for both planned and unplanned material in the maintenance order. Planned material is the material that is specified in the order before the actual execution of the work. Unplanned material is the material that is added to the order during or after the execution of the work. Therefore, option C is correct2.

The pick list is a document that lists all the materials that are required for a maintenance order. It can be printed after the order release, not before. The order release is the step that confirms that the order is ready to be executed and the materials can be withdrawn from the warehouse. Therefore, option D is incorrect3.

References: 1: Modelling Maintenance Processing - SAP Learning 2: [Manage Maintenance Orders - SAP Help Portal] 3: SAP S/4HANA Asset Management: Plants from a Maintenance … - SAP PRESS

The Maintenance Planning Overview app allows the planner to analyze critical factors in a chosen reference period, such as outstanding notifications, maintenance orders, purchase requisitions, and purchase orders. The app displays the data in multiple cards that show the number of objects and their status. The planner can use the default filters or adapt them according to their needs.

The activities that the planner can perform by using the app with the default filters are:

Display approved purchase requisitions for which NO purchase orders have been generated. This is shown in the card “Purchase Requisitions Not Released” which displays the number of purchase requisitions that have been approved but not converted into purchase orders. The planner can navigate to the list of purchase requisitions and take further actions, such as creating purchase orders or changing the requirement date.

Analyze overdue maintenance orders that have NOT been finally confirmed. This is shown in the card “Overdue Orders” which displays the number of maintenance orders that have been released but not completed within the planned end date. The planner can navigate to the list of overdue orders and check the status of the operations, confirmations, and goods movements.

Analyze maintenance orders that are still in planning and have NOT been released. This is shown in the card “Orders in Planning” which displays the number of maintenance orders that have not been released for execution. The planner can navigate to the list of orders in planning and complete the planning activities, such as assigning task lists, materials, and resources.

The activities that the planner cannot perform by using the app with the default filters are:

Display approved purchase requisitions for which purchase orders have been generated. This is not shown in any of the cards in the app. The planner can use the app “Manage Purchase Requisitions” to display this information.

Analyze confirmed maintenance orders that have NOT been settled. This is not shown in any of the cards in the app. The planner can use the app “Maintenance Order Costs Analysis” to display this information.

References:

SAP S/4HANA : New app in Plant Maintenance (Asset Management) – Maintenance Planning Overview

Highlights for Asset Management in SAP S/4HANA 2021

Maintenance Management | SAP Help Portal

 The Report and Repair Malfunction app is a Fiori app that uses SAPUI5 as the UI technology. SAPUI5 is a modern, HTML5-based, JavaScript UI library that enables developers to create rich and responsive web applications. Web Dynpro, SAP GUI for HTML, and Business Server Pages are older UI technologies that are not used for Fiori apps. References:

Report and Repair Malfunction | SAP Help Portal

First Fiori App for Maintenance Technician: “Report and Repair Malfunction” for SAP S/4HANA Cloud 1708 and 1709 | SAP Blogs

After a maintenance order is technically completed, the responsible person can perform the following operations1:

Lock or unlock the order: This prevents or allows further changes to the order data, such as actual costs, settlement rule, or confirmation data.

Change the settlement rule: This allows the responsible person to adjust the distribution of costs to the relevant receivers, such as cost centers, assets, or orders.

Post goods movements: This allows the responsible person to record the consumption or return of materials that were used for the maintenance work.

Enter measurement documents: This allows the responsible person to record the measurement readings of the technical objects that were maintained.

The responsible person cannot perform the following operations after a maintenance order is technically completed1:

Update the estimated costs: This is only possible before the order is released or during the execution phase.

Change the planned costs: This is only possible before the order is released or during the execution phase.

Change the order type: This is only possible before the order is released.

Change the order status: This is only possible before the order is technically completed or after it is reversed.

Therefore, the correct answers are A and C. References: 1: Maintenance Order Types | SAP Help Portal