Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 1

Test Script PUBLIC

SAP S/4HANA - 13-08-21
Proactive Maintenance (4HI_US)

Table of Contents

1 Purpose

2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Business Conditions

3 Preliminary Steps
3.1 Initializing Material Stock
3.2 Configure Flexible Workflow for Maintenance Orders
3.3 Create Planning Bucket
3.4 Create Purchasing Information Record
3.5 Create Maintenance Plan Class (Optional)

4 Overview Table

5 Test Procedures
5.1 Time-Based Single Cycle Plan
 5.1.1 Create General Task List
5.1.2 Create Maintenance Plan
5.1.3 Schedule Maintenance Plan
5.2 Time-Based Strategy Plan
5.2.1 Maintain Maintenance Strategies
5.2.2 Create General Task List
5.2.3 Create Maintenance Plan
5.2.4 Schedule Maintenance Plan
5.3 Performance-Based Single Cycle Plan
5.3.1 Create General Task List
5.3.2 Create Maintenance Plan
5.3.3 Create Measurement Document
5.3.4 Schedule Maintenance Plan
5.4 Performance-Based Strategy Plan
5.4.1 Maintain Maintenance Strategies
5.4.2 Create General Task List
5.4.3 Create Maintenance Plan
5.4.4 Create Measurement Document
5.4.5 Schedule Maintenance Plan
5.5 Multiple Counter Plan
5.5.1 Create General Task List
5.5.2 Create Maintenance Plan
5.5.3 Create Measurement Document
5.5.4 Schedule Maintenance Plan
5.6 Screen Maintenance Requests
5.7 Create and Plan Maintenance Orders
5.8 Submit Maintenance Order for Approval
5.9 Approve Maintenance Order (Optional)
5.10 Review and Release Maintenance Order
5.11 Maintenance Backlog Overview
5.12 Convert Purchase Requisitions into Purchase Orders
5.13 Goods Receipt for Purchase Order
5.14 Post Goods Issue
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 2
5.15 Submit Order for Scheduling
5.16 Schedule Maintenance Orders and Submit for Execution
5.17 Execute Maintenance Order
5.18 Complete Main Work
5.19 Maintain Service Entry Sheet
5.20 Execute Post Work Operations
5.21 Review Maintenance Cost
5.22 Technically Complete Maintenance Order
5.23 Create Supplier Invoice with PO/GR Relation

6 Appendix
6.1 Process Integration
6.1.1 Preceding Processes
6.1.2 Succeeding Processes

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 3
1 Purpose

You can create a maintenance schedule in the form of a maintenance plan. Maintenance plans include task lists and relevant assets. A task list contains a se-
quence of tasks that can be planned for resources such as material, service, capacity, and so on. Maintenance planning is carried out based on the perfor-
mance of an asset or by using time-based strategy or both, which creates maintenance demand. This process supports all the phases of business cycle such
as planning, approval, preparation, scheduling, execution, post execution, and completion.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each
process step, report, or item is covered in its own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the
process but are needed for testing are marked accordingly. Project-specific steps must be added.
Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different
notation, enter values as appropriate.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 4
2 Prerequisites

This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and busi-
ness conditions.

2.1 System Access

Sys- Details
tem
Sys- Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various
tem apps assigned to your role.

2.2 Roles
Assign the following business roles to your individual test users. Alternatively, if available, you can create business roles using the following spaces with
pages and predefined apps for the SAP Fiori launchpad and assign the business roles to your individual test users.
These roles or spaces are examples provided by SAP. You can use them as templates to create your own roles or spaces.
For more information about business roles, refer to Assigning business roles to a user in the Administration Guide to Implementation of SAP S/4HANA with
SAP Best Practices .

Name (Role) ID (Role) Log

On
Maintenance Planner SAP_BR_MAINTENANCE_PLANNER

Maintenance Supervisor SAP_BR_MAINT_SUPERVISOR

Maintenance Technician SAP_BR_MAINTENANCE_TECHNICIAN

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK

Purchaser SAP_BR_PURCHASER

Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 5
 Name (Role) ID (Role) Log
On
Employee SAP_BR_EMPLOYEE

Inventory Manager SAP_BR_INVENTORY_MANAGER

Configuration Expert - Business Process SAP_BR_BPC_EXPERT

Configuration

2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the
structure of your company. The master data represents materials, customers, and vendors, for example, depending on the operational focus of your com-
pany.
Use your own master data or the following sample data to go through the test procedure.

Data Sample Value Details Comments

Maintenance Plant 1710 Plant 1 US

Storage Location 171B Std. storage 2

Spare Parts SP001 Bearing Spare parts

Spare Parts SP002 Coupling Spare parts

Spare Parts SP003 Shaft Spare parts

Spare Parts SP004 Gaskets 1mm Spare parts

Spare Parts SP005 Mechanical Seal Spare parts

Spare Parts SP006 Spur gear IS651 Spare parts

Work Center RES-0100 Mechanics

Work Center RES-0200 Electric

Work Center RES-0300 Instrumentation

Characteristics OPERATING_HOUR Hour Meter Reading

Characteristics PRESSURE Pressure Reading

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 6
 Data Sample Value Details Comments
Counter Measuring XXXXXX Operating Hour 1-999999
Point

Non Counter Measuring XXXXXX Pressure Guage 1-999999

Point

Functional Location 1710-XXX-XXX-XXXXX- 1710 and the substruc-

XXXX-XXXX tures

Equipment 21710XXXX 217100001

~217100092

217100091 With SP001 ~ SP006

assigned

Supplier 17300001 Domestic US Supplier 1

This overview shows the bill of material structure and the usage of each component if you have activated all optional enhancements.
Table 1:
Material Lev Material Un Characteristics of Ma-
el Type it terial
217100091 0 Equipment PC Cooling Water Circulation
Pump
SP001 1 ERSA PC Bearing
SP002 1 ERSA PC Coupling
SP003 1 ERSA PC Shaft
SP004 1 ERSA PC Gaskets 1mm
SP005 1 ERSA PC Mechanical Seal
SP006 1 ERSA PC Spur gear IS651

2.4 Business Conditions

Before this scope item can be tested, the following business conditions must be met.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 7
 Scope Item Business Condition
BNZ - Create New Open MM Post- You have completed the step described in the Create New Open MM Posting Period (BNZ) master data script. The
ing Period posting period is up to date.
To run through this scope item, the materials must be available in stock.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 8
3 Preliminary Steps

3.1 Initializing Material Stock

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In a real business case, the materials are usually purchased from external suppliers. In this case, the process is covered by the standard purchasing or sub-
contracting processes. This process step shows you how to post initial stock directly to the storage locations.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 2:
Test Test Instruction Expected Result Pass/Fail/
Step Step Comments
# Name
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad is displayed.
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 9
 Test Test Instruction Expected Result Pass/Fail/
Step Step Comments
# Name
2 Access Open Manage Stock (F1062). The Manage Stock screen displays.
the App

3 Input Enter the following and choose Enter:

Material ● Material: < material number>. Select one of the spare
parts material mentioned in the section Master Data, Or-
ganizational Data, and Other Data.
● Plant: 1710

4 Select Select the icon beside the stock that you want to add initial A dialog box opens. The Storage Location, Stock Type
Stock stock, for example: and Current Quantity display according to your en-
● Storage Location: 171B tries in the previous steps.

● Unrestricted-Use Stock

5 Add Ini- Make the following entries and choose Post: The system displays Material document XXX created.
tial En- ● Document Date: <today> The stock has been added.
try
● Posting Date: <today>
● Stock Change: initial entry
● Quantity: <quantity number>

3.2 Configure Flexible Workflow for Maintenance Orders

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 10
Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this procedure, you can configure and activate Flexible Workflow for Maintenance Orders.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 3:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log onto Fiori Launch- Log on to the SAP Fiori launchpad as Configuration Expert - Business Process The SAP Fiori
pad Configuration launchpad is dis-
played.

2 Access the App Open Manage Workflows for Maintenance Orders - Asset Management (F4989) The app opens.
app.

3 Check Automatic Ap- In Workflows list, choose Automatic Approval of Maintenance Order, Make sure The workflow item
proval of Maintenance workflow Automatic Approval of Maintenance Order is in active status. If not, se- is activated.
Order lect it and choose Activate.

4 Manage Workflow You can also create custom workflows. When the workflow is triggered, it deter-
mines the agents who can approve the maintenance order.
Below is a custom workflow created for reference
Choose Create and make following entries:
Workflow Name: <Enter Text>
Go to the START CONDITIONS area and choose Maintenance Order Type is <En-
ter Order Type>

5 Create Step Sequence Go to the STEPS area, and choose Create, then make the following entries on
the next screen:

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 11
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
Go to the RECIPIENTS area:
● Assignment By: User
● User: <Enter User ID>
● Step to be completed by: One of the recipients.
● Step Conditions:
Go to the STEP CONDITIONS area and choose Main Work Center of the order is
<Enter Work center>
Choose Create.

6 Save Workflow Choose Save. Workflow is cre-

ated.

7 Activate Workflow Go back to workflow list. Select the required workflow and choose Activate. The workflow is ac-
tivated.

3.3 Create Planning Bucket

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 12
Purpose

With this app, you can create maintenance planning buckets that aid you in effectively managing your maintenance backlog. By defining maintenance plan-
ning buckets, you can divide the maintenance effort into manageable groups based on their scope. The scope of a planning bucket includes time, but also
other important attributes of the maintenance jobs such as the planner group.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 4:
Test Test Step Name Instruction Expected Result Pass/Fail/Com-
Step # ments
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is
displayed.

2 Access the App Open Manage Maintenance Planning Buckets (F3888) The app opens.

3 Create New Planning Choose the Create button and enter the following in the Planning bucket is saved.
Bucket screen that appears:
● Label: <PUMP_1710>
● Description: <Planning Bucket for PUMP Unit>
● Type: Operational Maintenance
● Planning Plant: 1710
● Start Date and Time: Todays date/Time
● Duration: 7 Days
● Recurs Every: 1 WK
● Recurrence: Weekly
● Number of Bucket in Advance: 5
Scope:
● Planner Group: <Entry of your Choice >,
● Maintenance Plant: 1710
● Technical Object: 217100091
● Plant Section: <Entry of your Choice >
● Main Work Center: <Entry of your Choice >

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 13
 Test Test Step Name Instruction Expected Result Pass/Fail/Com-
Step # ments
● Choose Create

3.4 Create Purchasing Information Record

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

The purpose of this activity is to create the info records for materials, for example, NL001 and choose a valid supplier (for example, 17300001).
This step is obsolete if the necessary info records are present. Check the info records supplier 17300001, material NL001 and Purchasing Organization 1710.
The existing info records for this material are displayed on the screen.

Procedure

This section describes test procedures for each process step that belongs to this scope item.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 14
 Table 5:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step # Comments
1 Log On Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is
displayed.

2 Access the App Open the Manage Purchasing Info Records (F1982) app. The app opens.

3 Open New Purchasing Info Choose Create. The Purchasing Info Record
Record screen displays.

4 Enter Header Data Go to header area and enter the following: Header data is added.
● Purchasing Info Record Category: Standard
● Purchasing Organization: 1710
● Supplier: 17300001
● Material: NL001
● Plant: 1710
● Purchasing Group: 001

5 Enter General Information Enter the following: General Information is added.

Available From: Today
Available To: 12/31/9999

6 Enter Purchasing Data Enter the following: Purchasing data is added.

● Incoterm: EXW
● Incoterm Location 1: Vendor

7 Enter Delivery and Quan- Enter the following: Delivery and quantity data
tity Data ● Delivery Time in Days: <XX Days>, for example, 1 are added.

● Under Delivery Tolerance in %: 10.0

● Over Delivery Tolerance in %: 10.0
● Tax Code: <Tax Code>, for example, I0. For Brazil, it is
00.
● Order Unit: PC
● Standard Order Quantity <Standard Order Quantity>,
for example, 10

8 Enter Condition Data Go to the Conditions area, choose the Create button. Enter the Condition data is added

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 15
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step # Comments
following:
● Valid From: <Valid from Date>
● Amount: <Amount>, for example, 1
● Pricing Unit: <Pricing Unit>, for example, 1
● Valid To: <Valid to Date>
● Currency: <Currency>, for example, USD
Choose Apply.

9 Enter Reference Data (Op- You can enter quotation and from which date the quotation is Reference data is added.
tional) valid.

10 Create a Purchasing Infor- Choose Create. A purchasing information

mation Record record is created.

3.5 Create Maintenance Plan Class (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 16
Purpose

The following procedure provides instructions for creating maintenance plan class data.

Procedure

Table 6:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step # Comments
1 Log On Log on to the SAP Fiori launchpad as a Mainte- The SAP Fiori launchpad is displayed.
nance Planner.

2 Open the App Open Manage Classes (CL02) The screen is displayed.

3 Enter Class Name On the Class screen, make the following entries: A new screen opens with details such as basic
and Class Type ● Class: <Class Name> data, keywords, char., and texts.

● Class Type: <080> Maintenance Plans

Choose Create or press Enter.

4 Enter Basic Data In the Create Class screen, on the Basic Data tab,
make the following entries:
● Description: for example, maintenance plan
class
● Status: RELEASED
● Same classification: Select Warning message.

5 Enter Characteristic In the Char tab, enter the required characteris-

tics.

6 Save Your Data Choose Save. Class type 080: Class XXXXXX created.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 17
4 Overview Table

This scope item consists of several process steps provided in the table below.
Table 7:
Process Step Business Role Transaction/App Expected Results
Proactive Maintenance - Time-Based Single Cycle Plans

Create General Task List Maintenance Planner Create Task List (EAMS_WDA_TL_OIF_V2) The Create Task List screen appears.

Create Maintenance Plan Maintenance Planner Create Maintenance Plan The Create Maintenance Plan screen ap-
pears.

Schedule Maintenance Plan Maintenance Planner Mass Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan: Initial
screen appears.

Proactive Maintenance - Time-Based Strategy Plans

Maintain Maintenance Strate- Maintenance Planner Maintain Maintenance Strategies (IP11) The Change Maintenance Strategies: Over-
gies view screen appears.

Create General Task List Maintenance Planner Create Task List (EAMS_WDA_TL_OIF_V2) The Create Task List screen appears.

Create Maintenance Plan Maintenance Planner Create Maintenance Plan The Create Maintenance Plan screen ap-
pears.

Schedule Maintenance Plan Maintenance Planner Mass Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan: Initial
screen appears.

Proactive Maintenance - Performance Based Single Cycle Plan

Create General Task List Maintenance Planner Create Task List (EAMS_WDA_TL_OIF_V2) The Create Task List screen appears.

Create Measurement Docu- Maintenance Techni- Create Measurement Document (IK11) The Create Measurement Document screen
ment cian appears

Create Maintenance Plan Maintenance Planner Create Maintenance Plan The Create Maintenance Plan screen ap-
pears.

Schedule Maintenance Plan Maintenance Planner Mass Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan: Initial
screen appears.

Proactive Maintenance - Performance Based Strategy Plan

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 18
 Process Step Business Role Transaction/App Expected Results
Maintain Maintenance Strate- Maintenance Planner Maintain Maintenance Strategies (IP11) The Change Maintenance Strategies: Over-
gies view screen appears.

Create General Task List Maintenance Planner Create Task List (EAMS_WDA_TL_OIF_V2) The Create Task List screen appears.

Create Maintenance Plan Maintenance Planner Create Maintenance Plan The Create Maintenance Plan screen ap-
pears.

Create Measurement Docu- Maintenance Techni- Create Measurement Document (IK11) The Create Measurement Document screen
ment cian appears

Schedule Maintenance Plan Maintenance Planner Mass Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan: Initial
screen appears.

Proactive Maintenance - Multiple Counter Plan

Create General Task List Maintenance Planner Create Task List (EAMS_WDA_TL_OIF_V2) The Create Task List screen appears.

Create Maintenance Plan Maintenance Planner Create Maintenance Plan The Create Maintenance Plan screen ap-
pears.

Create Measurement Docu- Maintenance Techni- Create Measurement Document (IK11) The Create Measurement Document screen
ment cian appears

Schedule Maintenance Plan Maintenance Planner Mass Schedule Maintenance Plans (F2774) The Schedule Maintenance Plan: Initial
screen appears.

Proactive Maintenance - Order Processing

Screen Maintenance Request Maintenance Super- Screen Maintenance Requests (F4605) Accept / Reject Maintenance Request.
visor

Create and Plan Maintenance Maintenance Planner Manage Maintenance Notifications and Orders Maintenance Order creation wrt Mainte-
Order (F4604) nance Notification and Plan for resources

Submit Order for Approval Maintenance Planner Manage Maintenance Notifications and Orders Maintenance Order Is submitted for Ap-
(F4604) proval.

Approve Maintenance Order As per agent deter- My Inbox (F0862) Maintenance Order is Approved
mined in workflow

Review and Release Mainte- Maintenance Planner Manage Maintenance Notifications and Orders Maintenance Order is Released.
nance Order (F4604)

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 19
 Process Step Business Role Transaction/App Expected Results
Maintenance Backlog Over- Maintenance Planner Maintenance Backlog Overview (F5105) Maintenance Backlog is reviewed
view

Convert Purchase Requisitions Purchaser Process Purchase Requisitions - Formerly Manage Purchase requisitions are converted to pur-
to Purchase Orders Purchase Requisitions (F1048) chase orders.

Goods Receipt for Purchase Warehouse Clerk Post Goods Movement (MIGO) Goods receipt is posted.
Order

Post Goods Issue Warehouse Clerk Post Goods Movement (MIGO) Good Issued

Submit Order for Scheduling Maintenance Planner Find Maintenance Order (F2175) Maintenance Orders are Ready to Schedule

Schedule Maintenance Order Maintenance Planner Find Maintenance Order (F2175) Maintenance Orders are scheduled
and Submit it for Execution

Execute Maintenance Order Maintenance Techni- Perform Maintenance Jobs (F5104A) Time confirmation of pre and main mainte-
cian nance order operations.

Complete Main Work Maintenance Super- Find Maintenance Order (F2175) Pre and main work is completed.
visor

Maintain Service Entry Sheet Purchaser Manage Service Entry Sheets (F2027) The service entry sheet is created.

Execute Post Work Operations Maintenance Techni- Perform Maintenance Jobs (F5104A) Post work operations are completed.
cian

Review Maintenance Cost Maintenance Planner Maintenance Order Costs (F4603) Maintenance cost is reviewed

Technically Complete Mainte- Maintenance Planner Find Maintenance Order (F2175) Maintenance order is technically com-
nance Order pleted.

Create Supplier Invoice with Accounts Payable Create Supplier Invoice - Advanced (MIRO) Supplier invoice is posted.
PO/GR Relation Accountant

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 20
5 Test Procedures

5.1 Time-Based Single Cycle Plan

5.1.1 Create General Task List

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Using task lists, you can centrally define and manage maintenance tasks for your technical objects. General task lists can also help you to prepare mainte-
nance plans and orders.
A task list group combines one or more task lists according to their logical features. Within a task list group, each task list is identified by a group counter.
This enables you, for example, to combine several task lists in one group. Within the group, the system allocates a sequential number (the group counter) to
each individual task list.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 21
Prerequisites

● Technical objects in the form of functional locations, equipment, and maintenance assemblies.
● Organizational units such as maintenance planners and work centers.
● Cost centers defined in the master data of the technical objects.
● Maintenance spare parts and assemblies in the MM (Materials Management) module.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step Name Comment
#
1 Log on Log on to the SAP Fiori Launchpad as Maintenance Planner. The SAP Fiori Launchpad displays.

2 Open Create Open Create Task List . The Create Task List page ap-
Task List pears.

3 Choose Task Choose Task List Type: General Maintenance Task List. The Create General Maintenance
List Type Task List screen displays.

4 Enter Creation Enter the following and choose Continue. The Create General Maintenance
Parameters ● Task List Group: Task List page displays.
Comment: Task List Group uses internal number range.
● Planning Plant: 1710
● Group Counter:
Comment: The group counter would increase automatically if you
create another task list under the same task list group.
● Overall Status: Released (general)
● Select the relevant profile for the plant.
● Key Date: <Today>
Choose Continue.

5 Maintain Gen- Make the following entries: The Operation Data tab appears.
eral Data ● Description: <Description> Enter a description. For example, Me-
chanical Inspection.
● Status: Released (General)
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 22
 Test Test Step Instruction Expected Result Pass / Fail /
Step Name Comment
#
● Planner Group: YB1
● Work Center: RES-0100
● Work Center Plant: 1710
● Usage: 4
● Assembly:
● System Condition: not in operation
Choose Operation Data.

6 Maintain Opera- Make the following entries and choose Enter. The general task list is created.
tion Data ● Operation: 0010
● Description: Check the pump
● Work: 2
● Unit: H
● Capacities: 2
● Stage: PRE
● Operation: 0020
● Description: Check the bearings
● Work: 1
● Unit: H
● Capacities: 1
● Stage: MAIN
● Operation : 0030
● Description: Check the coupling
● Work: 2
● Unit: H
● Capacities: 2
● Stage: MAIN
● Operation: 0040
● Description: Check the shaft

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 23
 Test Test Step Instruction Expected Result Pass / Fail /
Step Name Comment
#
● Work: 3
● Unit: H
● Capacities: 3
● Stage: POST
Choose the Operation 0010.
In the lower part of the screen, Details: Operation 0010, Check the
pump section, choose Materials.
Make the following entries and choose Enter.
● Material: SP005
● Quantity: 1
Repeat the above step for other operations.
● Operation Item: 0020
● Material: SP001
● Quantity: 2
● Operation Item: 0030
● Material: SP002
● Quantity: 1
● Operation Item: 0040
● Material: SP003
● Quantity: 2
Choose Save

5.1.2 Create Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 24
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Maintenance plan will have maintenance or inspection activities to be carried out for technical objects.
The frequency or strategy and, scope of the activities are defined in the maintenance plan.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Com-
ment
1 Log On Log on to the Fiori launchpad as Maintenance Planner. The SAP Fiori launch-
pad is displayed.

2 Open the App Open Create Maintenance Plan . The app opens.

3 Maintain Mainte- Make the following entries: The Create Mainte-

nance Plan Pa- ● Maintenance Plan For: Maintenance Request YM nance Plan: Plan
rameters %xxxxxxxxxxx page
● Maintenance Plan Type: Single Cycle (Time Based)
displays.
Choose Continue.
The default view is
If you wish to generate an order from a maintenance plan then select Maintenance Items.
Plan for field as Maintenance Order. You also need to select Order Type as YA02 while
plan creation.
If you want order to go though order approval process, check Do not Release Immedi-
ately button while maintenance plan creation and this option will be available only if you
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 25
 Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment
select maintenance plan category as the maintenance order.

4 Maintain Mainte- In the Items part, enter the following: The maintenance plan
nance Plan Item ● Item Description: Mechanical Inspection for Pump planning data view is
Data displayed.
● Technical Object: 21710XXXX
● Notification Type: Proactive Work Y2
● Plant: 1710
● Work Center: <Work Center>
The work center is filled according to the technical object.
● Plant of Work Center: 1710
● Planner Group: <Planner Group>
The planner group is filled according to the technical object.
In the General Data tab, Task List section, choose Assign Task List.
On the Assign Task List screen, make the following entries and choose OK.
● Task List Type: General Maintenance Task List
● Task List Group: <Task List Group>
Note Please fill in the task list group number which is created in the previous step. Or
use the Search to choose.
● Group Counter:
Please fill in the group counter created in the previous step.
Choose OK.
A valid task list is now assigned to the maintenance plan.
Choose the Planning Data tab.
Choose Enter.

5 Maintain Mainte- In the Planning Data part, enter the following:

nance Plan Plan- ● Sort Field: electrical
ning Data
Assign the sort field in the maintenance plan, which facilitates the selection and
grouping of maintenance plans.
● Start Date for Scheduling: Current date

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 26
 Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment
The start date is needed for mass schedule maintenance plans.
● End Date for Scheduling: End date
● Shift Factor for Early Completion: 100
● Shift Factor for Late Completion: 100
The shift factor in the event of early/late completion of a maintenance task defines
the percentage of the shift to be applied to the calculation of the next date.
● Tolerance (+): 10
● Tolerance (-): 10
The tolerance, in the case of early/late completion, determines the time span in
which variances between actual and planned dates do not influence subsequent
scheduling. The tolerance is defined as a percentage rate of the smallest interval be-
tween the maintenance cycles of the maintenance strategy.
● Cycle Modification Factor: 1
● Lead Float:
In the Call Control section, enter the following:
● Scheduling Period: 365
You can use the scheduling period to determine the length of time for which the sys-
tem creates maintenance calls during maintenance plan scheduling.
● Call Horizon: 50
The call horizon determines when a maintenance call object, for example, a mainte-
nance order should be generated for a maintenance call.
● Completion Required: X
If you set this indicator, the system only generates the next call object once the pre-
ceding call object has been confirmed.
In the Cycle section, make the following entries:
● Cycle / Unit: 1 MON
Cycle /unit defines the duration in which the maintenance is to be executed.
● Cycle Description: Monthly
● Offset/Unit:
Choose Enter.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 27
 Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment
6 Maintain Mainte- In the Classification part, Classes section, choose Assign Using Class Hierarchy Classification is as-
nance Plan Clas- On the Assign Using Class Hierarchy screen, enter the following and choose OK. signed to the mainte-
sification (Op- nance plan.
Initial Class: Class Name of Class type 080
tional)
After you have created classes and characteristics, assign one or more classes to the
maintenance plan , please fill in the class name Or use the Search to choose.
In the Characteristic Values section, enter the following:
Characteristic Values: Ex For a Characteristic like “Pressure Reading” : 20 Pascal
Depending on your settings in the classification system, you can copy the characteristic
values that are valid for the maintenance plan from the input help or enter them manu-
ally.
Choose OK.
A valid classification is now assigned to the maintenance plan.
Choose Enter.

7 Create Mainte- Choose Save. The maintenance plan

nance Plan is created.

5.1.3 Schedule Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 28
Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

When you schedule your maintenance plan for the first time, you trigger the maintenance cycle. The system uses the scheduling information in the mainte-
nance plan to calculate the due date of maintenance call object.

Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.

2 Open the Open Schedule Maintenance Plan (IP10). The app opens.
App

3 Search Main- Enter the following and choose Enter. The Schedule Maintenance Plan:
tenance Plan ● MaintenancePlan: <Maintenance Plan number> Single Cycle Plan <Maintenance
Plan number> page displays.
Please use the single cycle plan (time based) created in the previous step.

4 Schedule Choose Start. Maintenance plan has been sched-

Maintenance On the Start Date screen, enter a start date. For example, enter current date. uled
Plan
Start of cycle: <Current Date>
Choose Continue.
You receive an overview of scheduled calls with plan date and call date of a
schedule call based on the start date you entered and based on the scheduling
parameters that are maintained in the maintenance plan.
Comment: The scheduling list shows scheduled calls with assigned call dates.
Each call has its own system status with scheduling type. The first call has the
Type New Start with status Hold.
When you want to create a Proactive Request/Order for the first time before
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 29
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
reaching the call date, you can use the function release call.
Flag the first row in Scheduling List.
Choose Release Call.
Choose Save and confirm all the messages that appear.
To check the automatically created proactive work request, follow these steps:
● Open Schedule Maintenance Plan again.
● Enter the maintenance plan number.
● Choose Enter.
In the Scheduling List, choose the first line you have called.
Choose Display Call Object.
Note the Proactive Maintenance Request number.

Result

The maintenance plan has been scheduled.

Hint: In case you want to use mass scheduling instead of manually scheduling maintenance plan, you can use tile Mass Schedule Maintenance Plans with
business role Maintenance Planner.
To start mass scheduling, you must have entered a start date in the maintenance plan or have scheduled the maintenance plan once.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 30
5.2 Time-Based Strategy Plan

5.2.1 Maintain Maintenance Strategies

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

A maintenance strategy represents a rule for the sequence of planned maintenance and inspection tasks.
A time-based maintenance strategy contains the maintenance packages that define the cycle in which the tasks must be performed, for example, every 10
days, every 3 months, and so on. It contains additional scheduling parameters such as shift factor, preliminary and follow-up buffers, and hierarchy. Mainte-
nance strategies are required in strategy plans.
For each plant, you may use the same maintenance strategy. You can skip this step if the maintenance strategy exists.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is displayed.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 31
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
2 Open the App Open Maintain Maintenance Strategies (IP11). The Change Maintenance Strategies: Over-
view page is displayed.

3 Create Mainte- Choose New Entries. Enter the following. The new maintenance strategy is created.
nance Strategy ● Name:EAM_<XX>
● Description: <Description> for example: Mechanical In-
spection
● Scheduling Indicator: Time
● Strategy unit: MON
Choose Save.

4 Add Maintenance On the left side of the screen, in the Dialog Structure, dou- The Change Maintenance Packages page is
Packages ble-click on the Packages folder. displayed.
Choose New Entries. The maintenance packages are maintained
Enter the following: in maintenance strategy.
● Package No.: 1
● Cycl. Length: 1
● Unit: MON
● Maintenance cycle text: Monthly
● Cycle short text: 1M
● Hierarchy: 1
● Hierarchy short text: 1H
Repeat the above step for further cycles. Create the fol-
lowing packages.
● Package No.: 2
● Cycl. Length: 3
● Unit: MON
● Maintenance cycle text: Quarterly
● Cycle short text: 3M
● Hierarchy: 1
● Hierarchy short text: 1H
● Package No.: 3
● Cycl. Length: 6
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 32
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
● Unit: MON
● Maintenance cycle text: Half-yearly
● Cycle short text: 6M
● Hierarchy: 1
● Hierarchy short text: 1H
● Package No.: 4
● Cycl. Length: 12
● Unit: MON
● Maintenance cycle text: Yearly
● Cycle short text: 1Y
● Hierarchy: 1
● Hierarchy short text: 1H
Choose Save.

5.2.2 Create General Task List

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 33
Purpose

Using task lists, you can centrally define and manage maintenance tasks for your technical objects. General task lists can also help you to prepare mainte-
nance plans and orders.
A task list group combines one or more task lists according to their logical features. Within a task list group, each task list is identified by a group counter.
This enables you, for example, to combine several task lists in one group. Within the group, the system allocates a sequential number (the group counter) to
each individual task list.

Prerequisite

● Technical objects in the form of functional locations, equipment, and maintenance assemblies.
● Organizational units such as maintenance planners and work centers.
● Costs centers defined in the master data of the technical objects.
● Maintenance spare parts and assemblies in the MM (Materials Management) module.
● Maintenance strategy.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step Comment
#
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad dis-
plays.

2 OPen the App Open Create Task List (EAMS_WDA_TL_OIF_V2). The app opens.

3 Choose Task List Choose Task List Type: General Maintenance Task List. The Create General Maintenance
Type Task List screen displays.

4 Enter Creation Pa- Enter the following: The Create General Maintenance
rameters ● Task List Group: Task List page displays.
Comment: Task list group uses internal number range.
● Planning Plant: 1710
● Group Counter:
Comment: The group counter would increase automatically if you
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 34
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step Comment
#
create another task list for the same technical object.
● Overall Status: Released (general)
● Select the relevant profile for the plant.
● Key Date: <Today>
Choose Continue.

5 Maintain General Enter the following: The Operation Data tab appears.
Data ● Description: <Description>
Make your own description. For example, Mechanical Inspection
● Status:Released (General)
● Planner Group: YB1
● Work Center: RES-0100
● Work Center Plant: 1710
● Usage: 4
● Assembly:
● Maintenance Strategy: EAM_<XX>
Comment: Please use the maintenance strategy created in the previ-
ous step.
● System Condition: not in operation
● Choose Operation Data.

6 Maintain Operation Enter the following entries and choose Enter. The Maintenance Packages tab
Data ● Operation: 0010 appears.
● Description: Check the pump
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Pre
● Operation: 0020
● Description: Check the Bearings
● Work: 1

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 35
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step Comment
#
● Unit: H
● Capacities: 1
● Stage : Main
● Operation : 0030
● Description: Check the coupling
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Main
● Operation: 0040
● Description: Check the shaft
● Work: 3
● Unit: H
● Capacities: 3
● Stage : Post
● Choose the operation 0010.
In the lower part of the screen, Details: Operation 0010, Check the
pump section, choose Materials.
Make the following entries and choose Enter.
● Material: SP005
● Quantity : 1
Repeat the above step for other operations
● Operation Item: 0020
● Material: SP001
● Quantity: 2
● Operation Item: 0030
● Material: SP002
● Quantity: 1
● Operation Item: 0040
● Material: SP003
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 36
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step Comment
#
● Quantity: 2
Choose Maintenance Packages.

7 Maintain Mainte- Make the following entries and choose Save. The general task list is created.
nance Packages ● For operation 0010, set flag for Monthly, Quarterly, Half-yearly,
Yearly
● For operation 0020, set flag for Monthly,Quarterly
● For operation 0030, set flag for Half-yearly,Yearly
● For operation 0040, set flag for Monthly, Quarterly, Half-yearly,
Yearly

5.2.3 Create Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Maintenance plan will have maintenance or inspection activities to be carried out for technical objects.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 37
The frequency or strategy and, scope of the activities are defined in the maintenance plan.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Com-
ment
1 Log On Log on to the Fiori Launchpad as Maintenance Planner. The SAP Fiori launchpad is
displayed.

2 Open the App Open Create Maintenance Plan . The app opens.

3 Maintain Mainte- Enter the following: The Create Maintenance

nance Plan Parame- ● Maintenance Plan For: Maintenance Request YM Plan: Strategy Plan
ters %xxxxxxxxxxx page dis-
● Maintenance Plan Type: Strategy
plays.
● Maintenance Strategy: EAM_<XX>
The default view is Items.
Comment: You can use the maintenance strategy created in the previous
step.
Choose Continue
If you wish to generate an order from maintenance plan then kindly select
maintenance plan for field as a maintenance order. Also, you need to select or-
der type as YA02 while plan creation.
If you want order to go though order approval process, check Do not release
Immediately button while maintenance plan creation and this option will be
available only if you select a maintenance plan category as a maintenance or-
der.

4 Maintain Mainte- In the Items part, make the following entries for the first item: The maintenance plan Plan-
nance Plan Item ● Item Description: Mechanical Inspection for Pump ning Data view is displayed.
Data
● Technical Object: 21710XXX
● Notification Type: Proactive Work Y2
● Plant: 1710
● Work Center: <Work Center>
The work center is filled according to the technical object.
● Plant of Work Center: 1710
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 38
 Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment
● Planner Group: <Planner Group>
The planner group is filled according to the technical object.
In the General Data tab, Task List section, choose Assign Task List.
On the Assign Task List screen, enter the following:
● Task List Type: General Maintenance Task List
● Task List Group: <Task List Group>
Please fill in the task list group number which is created in the previous step.
Or use the Search help to choose.
● Group Counter:
Please fill in the Group Counter created in the previous step.
Choose OK.
A valid task list is now assigned to the maintenance plan.
Choose Planning Data tab.

5 Maintain Mainte- In the Planning Data part, enter the following: The maintenance plan is cre-
nance Plan Plan- ● Sort Field: electrical ated.
ning Data
Assign the sort field in the maintenance plan, which facilitates the selection
and grouping of maintenance plans.
In the Date Determination section, enter the following:
● Start Date for Scheduling: <Current date>
The start date is needed for mass schedule maintenance plans.
● End Date for Scheduling: <End date>
● Shift Factor for Early Completion: 100
● Shift Factor for Late Completion: 100
● Tolerance (+): 10
● Tolerance (-): 10
● Cycle Modification Factor: 1
● Lead Float:
In the Call Control section, enter the following:
● Scheduling Period: 365.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 39
 Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment
● Call Horizon: 50
● Completion Required: X

6 Maintain Mainte- In the Classification part, Classes section, choose Assign Using Class Hierarchy Classification is assigned to
nance Plan Classifi- On the Assign Using Class Hierarchy screen, make the following entries and the maintenance plan.
cation (Optional) choose OK.
Initial Class: Class Name of Class type 080
After you have created classes and characteristics, assign one or more classes
to the maintenance plan, please fill in the class name Or use the Search to
choose.
In the Characteristic Values section, make the following entries:
Characteristic Values: Example, For a characteristic like “Pressure Reading”: 20
Pascal
Depending on your settings in the classification system, you can copy the char-
acteristic values that are valid for the maintenance plan from the input help or
enter them manually.
Choose OK.
A valid classification is now assigned to the maintenance plan.
Choose Enter.

7 Create Maintenance Choose Save. The maintenance plan is cre-

Plan ated.

5.2.4 Schedule Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 40
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

When you schedule your maintenance plan for the first time, you trigger the maintenance cycle. The system uses the scheduling information in the mainte-
nance plan to calculate the maintenance package that is due next.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step Name Comment
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Planner.

2 Open the App Open Schedule Maintenance Plan (IP10). The app opens.

3 Search Mainte- Enter the following and choose Enter. The Schedule Maintenance Plan: Strategy Plan <Main-
nance Plan ● MaintenancePlan: <Maintenance Plan num- tenance Plan number> page displays.
ber>
Please use the maintenance strategy created in
the previous step.

4 Schedule Mainte- Choose Start. Maintenance plan has been scheduled.

nance Plan On the Start Date screen, enter a start date. For
example, enter current day's date.
Start of cycle: <Current Date>
Choose Continue.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 41
Result

The maintenance plan has been scheduled.

Hint: In case you want to use mass scheduling instead of manually scheduling a maintenance plan, you can use the tile Mass Schedule Maintenance Plans
(IP30H) with business role Maintenance Planner.
To start mass scheduling, you must have entered a start date in the maintenance plan or scheduled the maintenance plan once.

5.3 Performance-Based Single Cycle Plan

5.3.1 Create General Task List

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Using task lists, you can centrally define and manage maintenance tasks for your technical objects. General task lists can also help you prepare maintenance
plans and orders.
A task list group combines one or more task lists according to their logical features. Within a task list group, each task list is identified by a group counter.
This enables you, for example, to combine several task lists in one group. Within the group, the system allocates a sequential number (the group counter) to
each individual task list.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 42
Prerequisite

● Technical objects in the form of functional locations, equipment, and maintenance assemblies.
● Organizational units such as maintenance planners and work centers.
● Costs centers defined in the master data of the technical objects.
● Maintenance spare parts and assemblies in the Materials Management (MM) module.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step Name Comment
#
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner . The SAP Fiori launchpad is dis-
played.

2 Open the App Open Create Task List . The app opens.

3 Choose Your Choose Task List Type : General Maintenance Task List The Create General Maintenance
Task List Type Task List screen appears.

4 Enter Creation Enter the following: The Create General Maintenance

Parameters ● Task List Group: Task List screen is displayed.
Comment: The task list group uses internal number range.
● Planning Plant: 1710
● Group Counter:
Comment: The group counter would increase automatically if you
create another task list for the same technical object.
● Overall Status: Released (general)
● Select the relevant profile for the plant.
● Key Date: <Today>
● Choose Continue.

5 Maintain Gen- Enter the following: The Operation Data tab is displayed.
eral Data ● Description: Description
Make your own description. For example, Mechanical Inspection
● Status: Released (General)
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 43
 Test Test Step Instruction Expected Result Pass / Fail /
Step Name Comment
#
● Planner Group: YB1
● Work Center: RES-0100
● Work Center Plant: 1710
● Usage: 4
● Assembly:
● System Condition: not in operation
Choose Operation Data.

6 Maintain Opera- Enter the following entries and choose Enter. The general task list is created.
tion Data ● Operation: 0010
● Description: Check the pump
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Pre
● Operation: 0020
● Description: Check the Bearings
● Work: 1
● Unit: H
● Capacities: 1
● Stage : Main
● Operation : 0030
● Description: Check the coupling
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Main
● Operation: 0040
● Description: Check the shaft
● Work: 3
● Unit: H
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 44
 Test Test Step Instruction Expected Result Pass / Fail /
Step Name Comment
#
● Capacities: 3
● Stage : Post
Choose the operation 0010.
In the lower part of the screen, Details: Operation 0010, Check the
pump section, choose Materials.
Enter the following and choose Enter.
● Material: SP005
● Quantity : 1
Repeat the above step for other operations
● Operation Item: 0020
● Material: SP001
● Quantity: 2
● Operation Item: 0030
● Material: SP002
● Quantity: 1
● Operation Item: 0040
● Material: SP003
● Quantity: 2

5.3.2 Create Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 45
Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Maintenance plan will have maintenance or inspection activities to be carried out for technical objects.
The frequency or strategy and, scope of the activities are defined in the maintenance plan.

Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad
is displayed.

2 Open the App Open Create Maintenance Plan The app opens.

3 Maintain Main- Make the following entries, choose Continue: The Create Mainte-
tenance Plan ● Maintenance Plan For: Maintenance Request YM nance Plan: Plan
Parameters %xxxxxxxxxxx screen is
● Maintenance Plan Type: Single Cycle (Performance Based)
displayed.
If you wish to generate an order from maintenance plan then kindly select Maintenance
The default view is
Plan for field as Maintenance Order. Also You need to select Order Type as YA02 while
Items.
plan creation.
If you want order to go though order approval process, check Do not release Immediately
button while maintenance plan creation and this option will be available only if you select
Maintenance plan category as Maintenance Order

4 Maintain Main- In the Items part, enter the following for the first item: The Maintenance Plan
tenance Plan ● Item Description: Mechanical Inspection for Pump Planning Data screen is
Item Data displayed.
● Technical Object: 21710XXXX

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 46
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
● Notification Type: Proactive Work Y2
● Plant: 1710
● Work Center: <Work Center>
The work center is filled according to the technical object.
● Plant of Work Center: 1710
● Planner Group: <Planner Group>
The planner group is filled according to the technical object.
ln the General Data tab, Task List section, choose Assign Task List.
On the Assign Task List screen, make the following entries:
● Task List Type: General Maintenance Task List
● Task List Group: <Task List Group>
Please fill in the task list group number which is created in the previous step. Or use the
Search help to choose.
● Group Counter:
Please fill in the Group Counter created in the previous step.
Choose OK.
A valid task list is now assigned to the maintenance plan.
Choose Planning Data tab.

5 Maintain Main- In the Planning Data part, enter the following:

tenance Plan ● Sort Field: electrical
Planning Data
Assign the sort field in the maintenance plan, which facilitates the selection and group-
ing of maintenance plans.
In the Date Determination section, enter the following:
● Start Counter reading < Counter reading >
Counter reading can be entered here which can be used at the time of scheduling the
plan
● End counter reading < Counter reading >
● End scheduling date < Date>
For performance-based single cycle plans and strategy plans, you can also define an

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 47
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
end counter. The system considers these dates during the scheduling process. When the
end date or end counter are due, the last maintenance call retains the status Hold so
that no further maintenance call objects are created for this maintenance plan.
The end dates and end counters are considered during scheduling no matter whether
you start the scheduling of individual maintenance plans or select multiple maintenance
plans or all maintenance plans within a specific time-frame for automatic scheduling.
● Shift Factor for Early Completion: 100
● Shift Factor for Late Completion: 100
● Tolerance (+): 10
● Tolerance (-): 10
● Cycle Modification Factor: 1
● Lead Float:
In the Call Control section, make the following entries:
● Scheduling Period: 365 DAY
● Call Horizon: 50
● Completion Required: X
● In the Cycle section, make the following entries:
● Cycle / Unit: 100 H
● Cycle Description: Every 100 Hours
● Offset/Unit:
● Counter:< Measuring Point No >
Enter the measuring point number created for the technical object type. Based on read-
ings entered according to the mentioned measuring point, maintenance call will be
trigerred once the plan is scheduled.

6 Create Main- Choose Save The maintenance plan

tenance Plan is created.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 48
5.3.3 Create Measurement Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

The Maintenance Planner needs to record initial reading of the technical objects (equipment / functional location) in the SAP system. Atleast one measure-
ment document is required for scheduling the plan. Once the scheduling is done, regular readings must also be recorded in the system by the Maintenance
Technician. This process can also be automated my making use of systems which get the reading from technical objects and load to SAP system through in-
terfaces.
Time-to-time recording of these readings are relevant for accurate determination of maintenance due dates.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Technician. The SAP Fiori launchpad dis-
plays.

2 Open the Open Create Measurement Document for Technical Object The app opens.
App (EAMS_WDA_MD_OIF).
On the Create Measurement Documents screen, make the follow-ing
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 49
 Test Test Step Instruction Expected Result Pass / Fail /
Step # Name Comment
entries:
● Basis for measurement reading:Measuring Point
Measuring Point: <Measuring Point No>
Comment: Enter the measuring point number created against the
technical object.
● Choose Continue.

3 Enter A new screen appears with the measuring point that was entered. The measurement document is
Counter ● Enter Reading: <Counter reading> created.
● Choose Save.

5.3.4 Schedule Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

When you schedule your maintenance plan for the first time, you trigger the maintenance cycle. The system uses the scheduling information in the mainte-
nance plan to calculate the due date of the maintenance call object.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 50
Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad displays.

2 Open the Open Schedule Maintenance Plan (IP10). The app opens.
App

3 Search Main- Enter the following and choose Enter. The Schedule Maintenance Plan: Sin-
tenance Plan MaintenancePlan: <Maintenance Plan num-ber> gle Cycle Plan <Maintenance Plan
number> screen displays.
Please use the single cycle plan (perfomance based) created in the previous
step.

4 Schedule Choose Start. Maintenance plan has been sched-

Maintenance On the Start Date screen, enter a start date. For example, enter current date. uled
Plan
Start of cycle:<Counter reading >
Comment: If a start counter reading was entered during the maintenance
plan creation, the system will propose that reading as the start counter read-
ing. It can be changed to a different reading as well, if required.
Choose Continue.

5.4 Performance-Based Strategy Plan

5.4.1 Maintain Maintenance Strategies

Test Administration

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 51
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

A maintenance strategy represents a rule for the sequence of planned maintenance and inspection tasks. A maintenance strategy for performance plan con-
tains the maintenance packages that define the cycle in which the tasks must be performed. For example, every 5000 km, every 500 operating hours, and so
on. It contains addi-tional scheduling parameters such as shift factor, preliminary and followup buffers, and hierarchy. Maintenance strategies are required in
strategy plans.
For each plant, you may use the same maintenance strategy. You can skip this step if the maintenance strategy exists.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Plan- The SAP Fiori launchpad is displayed.
ner.

2 Open the App Open Maintain Maintenance Strategies (IP11). The app opens.

3 Switch to Change Choose More > Table View > Display > Change or click The Change Maintenance Strategies: Over-
mode on Edit button on top right. view page is displayed.

4 Create Mainte- Choose New Entries. Make the following entries. The new maintenance strategy is created.
nance Strategy ● Name: EAM_<XX>
● Description: <Description> for example: Mechanical
Inspection
● Scheduling Indicator: Activity
● Strategy unit: H

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 52
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Choose Save.

5 Add Maintenance On the left side of the screen, in Dialog Structure, dou- The Change Maintenance Packages page is
Packages ble-click on the Packages folder. displayed.
Choose New Entries. The maintenance packages are maintained
Enter the following: in maintenance strategy.
● Package No.: 1
● Cycl. Length: 100
● Unit: H
● Maintenance cycle text: 100 OPH
● Cycle short text: 1H
● Hierarchy: 1
● Hierarchy short text: 1H
Repeat the above step for further cycles. Create the fol-
lowing packages.
● Package No.: 2
● Cycl. Length: 250
● Unit: H
● Maintenance cycle text: 250 OPH
● Cycle short text: 2H
● Hierarchy: 1
● Hierarchy short text: 1H
● Package No.: 3
● Cycl. Length: 500
● Unit: H
● Maintenance cycle text: 500 OPH
● Cycle short text: 3H
● Hierarchy: 1
● Hierarchy short text: 1H
● Package No.: 4
● Cycl. Length: 1000 OPH
● Unit: H
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 53
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
● Maintenance cycle text: 1000 OPH
● Cycle short text: 4H
● Hierarchy: 1
● Hierarchy short text: 1H
Choose Save.

5.4.2 Create General Task List

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Using task lists, you can centrally define and manage maintenance tasks for your technical objects. General task lists can also help you to prepare mainte-
nance plans and orders.
A task list group combines one or more task lists according to their logical features. Within a task list group, each task list is identified by a group counter.
This enables you, for example, to combine several task lists in one group. Within the group, the system allocates a sequential number (the group counter) to
each individual task list.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 54
Prerequisite

● Technical objects in the form of functional locations, equipment, and maintenance assemblies.
● Organizational units such as maintenance planners and work centers.
● Costs centers defined in the master data of the technical objects.
● Maintenance spare parts and assemblies in the Materials Management (MM) module.
● Maintenance strategy.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step Comment
#
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.

2 Open the App Open Create Task List . The app opens.

3 Choose Task List Choose Task List Type: General Maintenance Task List. The Create General Maintenance
Type Task List screen is displayed.

4 Enter Creation Pa- Enter the following: The Create General Maintenance
rameters ● Task List Group: Task List screen is displayed.
Comment: Task List Group uses internal number range.
● Planning Plant: 1710
● Group Counter:
Comment: The group counter would increase automatically if you
create another task list for the same technical object.
● Overall Status: Released (general)
● Select the relevant profile for the plant.
● Key Date:<Today>
Choose Continue.

5 Maintain General Enter the followin: The Operation Data tab appears.
Data ● Description:<Description>
Make your own description. For example: Mechanical Inspection
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 55
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step Comment
#
● Status: Released (General)
● Planner Group: YB1
● Work Center: RES-0100
● Work Center Plant: 1710
● Usage: 4
● Assembly:
● Maintenance Strategy: EAM_<XX>
Comment: You can use the maintenance strategy created in the
previous step.
● System Condition: not in operation
● Choose Operation Data.

6 Maintain Operation Enter the following and choose Enter. The Maintenance Packages tab ap-
Data ● Operation: 0010 pears.
● Description: Check the pump
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Pre
● Operation: 0020
● Description: Check the Bearings
● Work: 1
● Unit: H
● Capacities: 1
● Stage : Main
● Operation : 0030
● Description: Check the coupling
● Work: 2
● Unit: H
● Capacities: 2

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 56
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step Comment
#
● Stage : Main
● Operation: 0040
● Description: Check the shaft
● Work: 3
● Unit: H
● Capacities: 3
● Stage : Post
● Choose the operation 0010.
In the lower part of the screen, Details: Operation 0010, Check the
pump section, choose Materials.
Enter the following and choose Enter.
● Material: SP005
● Quantity : 1
Repeat the above step for other operations
● Operation Item: 0020
● Material: SP001
● Quantity: 2
● Operation Item: 0030
● Material: SP002
● Quantity: 1
● Operation Item: 0040
● Material: SP003
● Quantity: 2
Choose Maintenance Packages.

7 Maintain Mainte- Enter the following entries and choose Save. The general task list is created.
nance Packages ● For Operation 0010, set flag for 100,250,500,1000 OPH
● For Operation 0020, set flag for 100,250 OPH
● For Operation 0030, set flag for 500,1000 OPH
● For Operation 0040, set flag for 100,250,500,1000 OPH

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 57
5.4.3 Create Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Maintenance plan will have maintenance or inspection activities to be carried out for technical objects.
The frequency or strategy and, scope of the activities are defined in the maintenance plan.

Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is
displayed.

2 Open the App Open Create Maintenance Plan . The app opens.

3 Maintain Main- Enterr the following and choose Continue: The Create Maintenance
tenance Plan ● Maintenance Plan For: Maintenance Request YM Plan: Strategy Plan
Parameters %xxxxxxxxxxx screen is
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 58
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
● Maintenance Plan Type: Strategy displayed.
● Maintenance Strategy: EAM_<XX> The default view is Items.
Comment: You can use the maintenance strategy created in the previous step.
If you wish to generate an order from maintenance plan then kindly select Maintenance
Plan for field as Maintenance Order. Also You need to select Order Type as YA02 while
plan creation.
If you want order to go though order approval process, check “Do not release Immedi-
ately” button while maintenance plan creation and this option will be available only if
you select Maintenance plan category as Maintenance Order

4 Maintain Main- In the Items part, make the following entries for the first item: The Maintenance Plan
tenance Plan ● Item Description: Mechanical Inspection for Pump Planning Data screen is
Item Data displayed.
● Technical Object: 21710XXXX
● Notification Type: Proactive Work Y2
● Plant: 1710
● Work Center: <Work Center>
The work center is filled according to the technical object.
● Plant of Work Center: 1710
● Planner Group: <Planner Group>
The planner group is filled according to the technical object.
In the lower screen, choose General Data tab. Enter the following and choose Enter.
In the General Data tab, Task List section, choose Assign Task List.
On the Assign Task List screen, enter the following and choose OK.
● Task List Type: General Maintenance Task List
● Task List Group: <Task List Group>
Comment: You can fill in the task list group number which was created in the previ-
ous step. Or use the Search help to choose.
● Group Counter:
Comment: You can fill in the group counter that was created in the previous step.
A valid task list is now assigned to the maintenance plan.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 59
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
● Choose Planning Data tab.

5 Maintain Main- In the Planning Data part, enter the following:

tenance Plan ● Sort Field: <electrical>
Planning Data
Assign the sort field in the maintenance plan, which facilitates the selection and
grouping of maintenance plans.
In the Date Determination section, enter the following:
● Counter: <Measuring Point No>
Comment: Enter the measuring point number created for the technical object type.
Based on readings entered for measuring point, the maintenance call will be
trigerred once the plan is scheduled.
Comment: Counter reading can be entered here which can be used at the time of
scheduling the plan
● End counter reading < Counter reading >
● End scheduling date < Date>
● Shift Factor for Early Completion : 100
● Shift Factor for Late Completion: 100
The shift factor in the event of early/late completion of a maintenance task defines
the percentage of the shift to be applied to the calculation of the next date.
● Tolerance (+): 10
● Tolerance (-): 10
The tolerance in the case of early / late completion, determines the time span in
which variances between actual and planned date do not influence subsequent
scheduling. The tolerance is defined as a percentage rate of the smallest interval be-
tween the maintenance cycles of the maintenance strategy.
● Cycle Modification Factor: 1
● Lead Float:
In the Call Control section, enter the following:
● Scheduling Period: 365
You can use the scheduling period to determine the length of time for which the sys-
tem creates maintenance calls during maintenance plan scheduling.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 60
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
● Call Horizon: 50
The call horizon determines when a maintenance call object, for example, a mainte-
nance order should be generated for a maintenance call.
● Completion Required: X
If you set this indicator, the system only generates the next call object once the pre-
ceding call object has been confirmed.

6 Create Mainte- Choose Save. The maintenance plan is

nance Plan created.

5.4.4 Create Measurement Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Maintenance Planner needs to record initial reading of the technical objects (equipment / functional location) in the SAP system. Atleast one measurement
document is required for scheduling the plan. Once scheduling is done, regular readings must also be recorded in the system by the Maintenance Tehnician.
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 61
This process also can be automated my making use of the systems which gets the reading from technical objects and loads to SAP system through inter-
faces.
Time-to-time recording of these readings are relevant for accurate determination of maintenance due dates.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Technician. The SAP Fiori launchpad
displays.

2 Open the App Open Create Measurement Document for Technical Object The app opens.
(EAMS_WDA_MD_OIF)
On the Create Measurement Documents screen, make the following en-
tries:
● Basis for measurement reading: Measuring Point
● Measuring Point: < Measuring Point No>
Comment: Enter the measuring point number that was created
against the technical object.
● Choose Continue.

3 Enter Counter A new screen appears with the measuring points you entered: Measurement document is
Reading ● Reading: <Counter reading > created.

● Choose Save

5.4.5 Schedule Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 62
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

When you schedule your maintenance plan for the first time, you trigger the maintenance cycle. The system uses the scheduling information in the mainte-
nance plan to calculate the maintenance package that is due next.

Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is displayed.

2 Open the Open Schedule Maintenance Plan (IP10). The app opens.
App

3 Search Main- Enter the following and choose Enter. The Schedule Maintenance Plan:
tenance Plan ● Maintenance Plan: <Maintenance Plan number> Strategy Plan <Maintenance Plan
number> screen is displayed.
You can use the maintenance strategy created in the previous step.

4 Schedule Follow these steps: Maintenance plan has been sched-

Maintenance 1. Choose Start. uled.
Plan
Start of cycle: <Current counter reading>
2. Choose Continue.
You receive an overview of scheduled calls with plan date and call date of
a schedule call based on the start date you entered and on the schedul-

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 63
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
ing parameters maintained in the maintenance plan.
Comment: The scheduling list shows scheduled calls with assigned call
dates. Each call has its own system status with the scheduling type.
The first call has the Type New Start with Status Hold. When you want to
create a planned order for the first time before reaching the call date you
can use the function Release Call.
3. Flag the first row in Scheduling List.
4. Choose Release Call.
5. Choose Save and confirm all the messages that appear.
To automatically check the created Proactive maintenance order, follow
these steps:
1. Open Schedule Maintenance Plan again
2. Enter the maintenance plan number.
3. Choose Enter
4. In the Scheduling List, choose the first line you have called.
5. Choose Display Call Object.
Note the maintenance order number.

Result

The maintenance plan has been scheduled.

Hint: In case you want to use mass scheduling instead of manually scheduling maintenance plans, you can use the tile Mass Schedule Maintenance Plans
(IP30H) with business role Maintenance Technician.
To start mass scheduling, you must have entered a start date in the maintenance plan or have scheduled the maintenance plan once.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 64
5.5 Multiple Counter Plan

5.5.1 Create General Task List

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Using task lists, you can centrally define and manage maintenance tasks for your technical objects. General task lists can also help you to prepare mainte-
nance plans and orders.
A task list group combines one or more task lists according to their logical features. Within a task list group, each task list is identified by a group counter.
This enables you, for example, to combine several task lists in one group. Within the group, the system allocates a sequential number (the group counter) to
each individual task list.

Prerequisite

● Technical objects in the form of functional locations, equipment, and maintenance assemblies.
● Organizational units such as maintenance planners and work centers.
● Costs centers defined in the master data of the technical objects.
● Maintenance spare parts and assemblies in the MM (Materials Management) module.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 65
Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step Name Comment
#
1 Log on Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.

2 Open the App Open Create Task List . The app opens.

3 Choose Task Choose Task List Type: General Maintenance Task List. The Create General Maintenance
List Type Task List screen displays.

4 Enter Creation Enter the following: The Create General Maintenance

Parameters ● Task List Group: Task List screen displays.
Comment: The task list group uses internal number range.
● Planning Plant: 1710
● Group Counter:
Comment: The group counter would increase automatically if you
create another task list for the same technical object.
● Overall Status: Released (general)
● Select the relevant profile for the plant.
● Key Date: <Today>
Choose Continue.

5 Maintain Gen- Enter the following: The Operation Data tab appears.
eral Data ● Description:<Description>
Make your own description. For example: Mechanical Inspection
● Status: Released (General)
● Planner Group: YB1
● Work Center: RES-0100
● Work Center Plant: 1710
● Usage: 4
● Assembly:
● System Condition: not in operation
Choose Operation Data.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 66
 Test Test Step Instruction Expected Result Pass / Fail /
Step Name Comment
#
6 Maintain Opera- Enter the following and choose Enter. The general task list is created.
tion Data ● Operation: 0010
● Description: Check the pump
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Pre
● Operation: 0020
● Description: Check the Bearings
● Work: 1
● Unit: H
● Capacities: 1
● Stage : Main
● Operation : 0030
● Description: Check the coupling
● Work: 2
● Unit: H
● Capacities: 2
● Stage : Main
● Operation: 0040
● Description: Check the shaft
● Work: 3
● Unit: H
● Capacities: 3
● Stage : Post
Choose the operation 0010.
In the lower part of the screen, Details: Operation 0010, Check the
pump section, choose Materials.
Enter the following and choose Enter.
● Material: SP005

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 67
 Test Test Step Instruction Expected Result Pass / Fail /
Step Name Comment
#
● Quantity : 1
Repeat the above step for other operations
● Operation Item: 0020
● Material: SP001
● Quantity: 2
● Operation Item: 0030
● Material: SP002
● Quantity: 1
● Operation Item: 0040
● Material: SP003
● Quantity: 2

5.5.2 Create Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 68
Purpose

Maintenance plan will have maintenance or inspection activities to be carried out for technical objects.
The frequency or strategy and, scope of the activities are defined in the maintenance plan.

Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is
displayed.

2 Open the App Open Create Maintenance Plan The app opens.

3 Maintain Mainte- Enter the following: The Create Maintenance

nance Plan Pa- Maintenance Plan For: Maintenance Request YM Plan: Plan %xxxxxxxxxxx
rameters screen is displayed.
Maintenance Plan Type: Multiple Counter
The default view is Planning
Choose Continue.
Data.
If you wish to generate an order from maintenance plan then kindly select Mainte-
nance Plan for field as Maintenance Order. Also You need to select Order Type as
YA02 while plan creation.
If you want order to go though order approval process, check “Do not release Im-
mediately” button while maintenance plan creation and this option will be avail-
able only if you select Maintenance plan category as Maintenance Order

4 Maintain Mainte- In the Planning Data part, enter the following:

nance Plan Plan- ● Description: Pump Maintenance Plan
ning Data
● Sort Field: <electrical>
Assign the sort field in the maintenance plan, which facilitates the selection
and grouping of maintenance plans.
In Date Determination section, enter the following.
● Start Date: <Current Date>
Counter reading can be entered here which can be used at the time of schedul-
ing the plan

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 69
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
● End Date for Scheduling: < Date>
● Start Time:
● Cycle Modification Factor: 1
● Lead Float:
In the Call Control section, enter the following:
● Scheduling Period: 365 DAY
You can use the scheduling period to determine the length of time for which
the system creates maintenance calls during the maintenance plan scheduling.
● Completion Required: X
If you set this indicator, the system only generates the next call object once the
preceding call object has been confirmed.
● Operation Type: OR Operation
If you select OR Operation, it means that an order will be created for the earli-
est planned date. It is the case that occurs first.
If you select AND Operation, it means that an order will be created for the last
planned date. It is the case that occurs last.
In the Cycles section, make the following entries:
● Cycle / Unit: 100 H
Cycle / unit defines the duration in which the maintenance is to be executed.
● Description of Cycle: Every 100 Hours
● Counter: <Counter No>
Enter the counter number created for the technical object type. Readings en-
tered according to the mentioned counter number will be used to trigger the
maintenance call object.
● Offset:
● Cycle / Unit: 6 MON
Cycle / unit defines the duration in which the maintenance is to be executed.
● Description of Cycle: Every 6 Months
In the Items part, make the following entries for the first item:
● Item Description: Mechanical inspection of pump

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 70
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
● Technical Object: 21710XXXX
● Notification Type: Proactive Work Y2
If you wish to generate an order from maintenance plan then kindly select
Maintenance Plan for field as Maintenance Order PM. Also You need to select
Order Type as YA02. Notification Type: Proactive Work Y2
If you wish to generate an order from maintenance plan then kindly select
Maintenance Plan for field as Maintenance Order PM. Also You need to select
Order Type as YA02.
● Plant: 1710
● Work Center: <Work Center>
The work center is filled according to the technical object.
● Plant of Work Center: 1710
● Planner Group: <Planner Group>
The planner group is filled according to the technical object.
In the lower part of the screen, choose General Data tab. Enter the following and
choose Enter.
● In the General Data tab, Task List section, choose Assign Task List.
● On the Assign Task List screen, enter the following and choose OK.
● Task List Type: General Maintenance Task List
● Task List Group: <Task List Group>
Enter the task list group number which is created in the previous step. Or use
the Search help to choose.
● Group Counter:
Comment: Enter the group counter created in the previous step.
A valid task list is now assigned to the maintenance plan.

5 Create Mainte- Choose Save. The maintenance plan is

nance Plan created.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 71
5.5.3 Create Measurement Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

The Maintenance Planner needs to record initial reading of the technical objects (equipment / functional location) in the SAP system. Atleast one measure-
ment document is required for scheduling the plan.
Once the scheduling is done, regular readings must also be recorded in the system by the Maintenance Technician.
This process can also be automated my making use of systems which get the reading from technical objects and loads to SAP system through interfaces.
Time-to-time recording of these readings are relevant for accurate determination of maintenance due dates.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Maintenance Techni- The SAP Fiori launchpad is displayed.
cian.

2 Create Measurement Open Create Measurement Document for Technical Object The Create Measurement Documents
Document (EAMS_WDA_MD_OIF). screen is displayed.
On the Create Measurement Documents screen, make the
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 72
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
following entries:
● Basis for measurement reading: Measuring Point
● Measuring Point: <Measuring Point No>
Comment: Enter the measuring point number created
against the technical object.
● Choose Continue.

3 Enter Counter Read- A new screen appears with measuring point you entered. The measurement document is cre-
ing Reading: <Counter Reading> ated.

Choose Save.

Result

Measurement documents are created and these will help to schedule maintenance plan.

5.5.4 Schedule Maintenance Plan

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 73
Purpose

When you schedule your maintenance plan for the first time, you trigger the maintenance cycle. The system uses the scheduling information in the mainte-
nance plan to calculate the maintenance package that is due next.

Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is dis-
played.

2 Open the Open Schedule Maintenance Plan (IP10). The app opens.
App

3 Search Enter the following and choose Enter: The Schedule Maintenance Plan:
Mainte- ● Maintenance Plan: <Maintenance Plan number> Single Cycle Plan <Maintenance
nance Plan Plan Number screen is dis-
You can use the multiple counter plan created in the previous step.
played.

4 Schedule 1. Choose Start. Maintenance plan has been

Mainte- 2. Choose Continue button on the information screens which appear. scheduled
nance Plan
3. Choose Save button
You receive an overview of scheduled calls with plan date and call date of the
scheduled call. This is based on your start of cycle counter reading, annual esti-
mate (entered against respective measuring point), and the scheduling parame-
ters maintained in the maintenance plan.
Comment: The Scheduling List shows scheduled calls with assigned call dates.
Each call has its own system status with scheduling type. The first call has the
type New Start with status Hold.
When you want to create a planned order for the first time before reaching the
call date, you can use the function Release Call.
4. Flag the first row in Scheduling List.
5. Choose Release Call.
6. Choose Save and confirm all the messages if appear.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 74
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
To check the automatically created Proactive maintenance order, follow these steps:
1. Open Schedule Maintenance Plan again.
2. Enter the maintenance plan number.
3. Choose Enter.
4. In the Scheduling List, choose the first line you have called.
5. Choose Display Call Object.
Note the maintenance order number.

Result

The maintenance plan has been scheduled.

Hint: If you want to use mass scheduling instead of manually scheduling the maintenance plan, you can use the tile Mass Schedule Maintenance Plans
(IP30H) with the business role Maintenance Planner.
To start mass scheduling, you must have entered a start date in the maintenance plan or have scheduled the maintenance plan once.

5.6 Screen Maintenance Requests

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 75
Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

This is Screening phase of the process where the supervisor might need to review the maintenance request and change responsibility of the requests and
take appropriate decision to proceed with request or reject the request.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 8:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervisor. The SAP Fiori launchpad is dis-
played.

2 Access the App Open Screen Maintenance Requests (F4605) The app opens.

3 List Display of Mainte- By default, the app displays a list of maintenance requests that List of maintenance requests is
nance Requests are open. displayed based on filter criteria.
It is possible to switch between the list of maintenance requests
in Accepted, Rejected, Action Required or Completed status.
In the field Notification Type enter Proactive Work and choose
Go.

4 Review and Modify the Select the maintenance request which needs to be reviewed. Maintenance request is reviewed
Maintenance Request Maintenance request gets opened and details can be seen. or modified.
Choose Edit and if required, change the person responsible.
Update the priority of the maintenance request in the malfunc-
tion information section.

5 Accept the Mainte- On top right of the screen, options to accept and reject are avail- Maintenance request is ac-
nance Request able cepted.
Accept the maintenance request if the work needs to be per-
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 76
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
formed
The reason code needs to be selected if maintenance request is
rejected.
If you reject the request,the same wont be processed anymore
and can be seen under rejected tab of My Maintenance Requests
app.

5.7 Create and Plan Maintenance Orders

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Once the proactive maintenance request is approved, we are in Planning phase of this process. The approved request will be called Maintenance Notification.
This process step shows how to convert a maintenance notification into a maintenance order and details planning the resources for the order.
Order processing helps you to plan maintenance tasks in greater detail. You decide the tasks to be performed and what components (materials) are needed,
and so on.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 77
Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 9:
Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
1 Log On Log on to the SAP Fiori launchpad as Mainte- The SAP Fiori launchpad is displayed.
nance Planner.

2 Access the Open the Manage Maintenance Notifications The app opens.
App and Orders (F4604) app.

3 Get list of In the field Execution Object Type select Main- A list of accepted notifications is displayed based on the filter
Maintenance tenance Notification. criteria.
Notifications

4 Create or As- To create or assign an order, follow these The maintenance order is created and is assigned to the main-
sign Mainte- steps: tenance notification.
nance Order 1. Select a single maintenance notification or The ID of the maintenance order is displayed in the column As-
a list of maintenance notifications for which sociated With.
maintenance order needs to be created.
2. Choose Create Order button on the top of
the screen. The options appear.
3. Select the Order Type: Proactive Mainte-
nance (YA02)
4. Chooose Create.
Alternatively, it is possible to assign existing
maintenance order to a maintenance notifica-
tion using the Assign Order button.
Order will be assigned with operations and
components if the maintenance plan was as-
signed with tasklist.

5 Add Non Stock Choose line of operation (example 0010) and

Material choose Materials tab at the bottom of the
screen. Enter the following:
Variant: Standard
Material: NL001

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 78
 Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
Item Category: Non-stock Item N
Quantity: <1>
Plant: 1710
Purchasing Org: 1710
G/L Account: 61002000
To duplicate a material line in the list with all
item data, choose Copy Material. You can then
change specific fields in the copied line.

6 Add Services Choose line of operation (example, 0010) and

choose services tab at the bottom of the
screen.
Service without Service Material
Enter the following:
● Description: <Description of service>
● Quantity: <1>
● Unit:<H>
● Plant:1710
● Price:Entry of your choice
● Purchasing Org: 1710
● Purchasing Group: 001
● Supplier: 17300001
● G/L Account: 65008000
● Material Group: YBMM01
Service with service material
Enter the following:
Product : SM0001
Quantity: <1>
Press Enter. The system will fill up other fields
from Service Product Master.

7 Cost Review Go to Costs tab. On the top of the screen se- Planned / estimated costs reviewed / updated

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 79
 Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
lect Additional Functions > Determine Costs .
Planned costs to be shown as per the value
category
Estimated costs can be updated against each
value category

8 Check Entries Choose Check Entries in the upper left corner Entries have been checked.
of the screen.

9 Save Order Choose Save Order 4000XXX is saved.

The maintenance order is In Planning phase
The selected stock material is reserved automatically.
To check, log on to the SAP Fiori launchpad as a Warehouse
Clerk. Open Display Stock Overview. Enter the stock material,
plant, and storage location and choose Environment. Choose
Reservation.

5.8 Submit Maintenance Order for Approval

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 80
Purpose

After you have planned resources for the maintenance order, it can be submitted for approval to the supervisor. This will set the status of the maintenance
order to Ready to Prepare subphase.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 10:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Planner.

2 Access the App Open the Manage Maintenance Notifications and Or- The app opens.
ders (F4604) app.

3 Get list of Mainte- Enter the following: A list of maintenance notifications is displayed
nance Orders ● Execution Object Type: Maintenance Order based on search criteria.
● Order Type: Proactive Maintenance

4 Submit Order for Select single maintenance order or a list of mainte- Maintenance order has been submitted for ap-
Approval nance orders which are ready for approval. proval.
On top right side of the screen, choose Submit for The order goes for approval as per the workflow
Approval. that you have maintained.
If custom workflows have not been maintained,
the order gets approved automatically.

5.9 Approve Maintenance Order (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 81
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

This process step shows you how to approve a maintenance order from My Inbox (F0862) app. Kindly note that this step involves a flexible workflow which
can be set up to approve the maintenance order.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 11:
Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance Supervisor. The SAP Fiori launchpad is displayed.

2 Access the App Open My Inbox (F0862) app. A list of orders that are ready for ap-
proval is displayed.

3 Approve or Re- In the My Inbox screen, select the workflow request for mainte- The maintenance order is approved and
ject Maintenance nance order. In the details, review general data ,responsibilities, the order will be removed from the list
Order account assignment, cost and dates. in My Inbox app.
Update comment in Comments section. The maintenance order is in Ready to
Approve the maintenance order and add decision note if re- Prepare phase.
quired.
If the maintenance order is rejected,it can be further processed
with required details and can be sent for approval again.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 82
5.10 Review and Release Maintenance Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

We are in Ready to Prepare subphase. In this process step, you can review a list of approved maintenance orders and release them to Preparation phase.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 12:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori
launchpad is dis-
played.

2 Access the App Open Manage Maintenance Notifications and Orders (F4604) app. The app opens.

3 Review List of Mainte- On top there are list of filters available. Enter the following: A list of mainte-
nance Order nance orders is
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 83
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
● Execution object: Maintenance Order Number which was approved in the displayed.
previous step
Choose Go.

4 Release Maintenance Select the order by selecting the check box on the left hand side. Choos Release. Maintenance or-
Order Plan costs at the time of releasing the order will be taken as baseline cost and will der is released for
be displayed in detailed cost analysis section of cost tab. Even if there is a change preparation.
in plan cost later the ,baseline cost will remain the same and this will help to un-
derstand the deviation from plan costs.

5 Purchase Requisition When the maintenance order is released, purchase requisition is created for the The purchase req-
Number for Non-Stock maintenance order. uisition number is
Material Items and ser- 1. Choose the selected maintenance order. The Maintenance Order screen is dis- displayed.
vices played.
2. Select the row for operation 0010 and choose the Material tab.
3. Note the purchase requisition number for non-stock material or services in the
Purchase Requisition column.

5.11 Maintenance Backlog Overview

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 84
Purpose

The maintenance order is in Preparation phase now. Maintenance Backlog Overview screen will allow you to view various cards. You can check Maintenance
Backlog Card which shows backlog of maintenance orders based on phase or buckets.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 13:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Planner.

2 Access the App Open the Maintenance Backlog Overview (F5105) The app opens.
app.

3 Open Maintenance Order Use the filter on the top to get the list of orders based The Maintenance Backlog card, External
via Maintenance Backlog on planning bucket template Procurement card and Quick Link card are
Card ● Planning Bucket Template: PUMP_1710 displayed.

● Past Buckets: 1
● Future Buckets: 5

4 Manage Maintenance Select the drop-down criteria to show list of orders. The maintenance backlog card is displayed
Backlog Card Below criteria are available for selection: using different selection criteria.
● By Phase
● By Maintenance Activity Type
● By Order and Notification Type
● By priority

5 Review Maintenance Or- Choose the bar chart to review the maintenance order The Manage Maintenance Notifications and
ders and Maintenance No- or the maintenance notification in that. Orders app opens.
tifications If the total count on the bar segment is 1,
then it will directly open the Maintenance
Order or Maintenance Notification screen.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 85
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
6 Manage Maintenance Select By Phase in the maintenance backlog card and The Manage Maintenance Backlog screen
Backlog Card (By Phase) choose the bar that indicates preparation. opens and the order list is displayed along
with their corresponding statuses in the Or-
ders in Preparation tab.

6.1 Manage Maintenance Select Stock Components, Non-Stock Components The maintenance order details have been
Backlog Card (By Phase) Services and Resources tabs to review the corre- reviewed.
sponding details.

6.2 Manage Maintenance To keep the committed quantity and to fulfill the The system assigns the available stock ma-
Backlog Card (By Phase) - shortage quantity, follow these steps: terial to the maintenance order if there is a
Keep Commitment- Acti- 1. Go to the Stock Components tab. shortage.
vate (Optional)
2. Go to the Orders In Preparation tab.
3. Choose Keep Commitment > Activate .
You can schedule the job through the Schedule Mate-
rial Availability Check Report to perform an ATP check
for stock components.

6.3 Manage Maintenance To change the scheduling of the maintenance orders, The basic start date or the end date is
Backlog Card (By Phase) – follow these steps: changed and the order is moved to the next
Schedule Order (Optional) 1. Go to the Orders tab. or the previous bucket respectively.
2. Go to the Orders In Preparation tab. The maintenance order moves into the
scheduling phase.
3. Choose Change Scheduling and select any of the
options. You can assign the order to the next or
the previous bucket or you can change the basic
start date or the end date.
To submit the order for scheduling, choose Submit for
Scheduling.

7 Manage External Procure- Click on the bar chart to review the purchase requisi- The purchase requisition or the purchase or-
ment Card tion or the purchase order for the corresponding mile- der is displayed.
stone.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 86
5.12 Convert Purchase Requisitions into Purchase Orders

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

This process step shows you how to assign purchase requisitions to a source of supply and to convert assigned source purchase requisitions to purchase or-
ders.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 14:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Purchaser. The SAP Fiori launchpad is displayed.

2 Access the App Open the Process Purchase Requisitions - Formerly Man- The Process Purchase Requisitions screen is
age Purchase Requisitions (F1048) app. displayed

3 Search for Pur- On the Process Purchase Requisitions screen,enter the A list of purchase requisitions is displayed.
chase Requisition
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 87
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
following and choose Go.
● Plant: 1710
● Purchasing Group: 001
● Purchasing Organization: 1710

4 Select Purchase Select the purchase requisitions you created in the pre- The Select Source of Supply screen is dis-
Requisition vious step. played.
Choose the link for 1 source under the Assigned Sup-
plier field.

5 Assign Source to In the Select Source of Supply screen, select a displayed The assignment of one source to the requisi-
Purchase Requisi- source with a real price (not zero), for example, tion is done. A list of purchase requisitions is
tion 17300001. displayed.

6 Prepare the Pur- Select the purchase requisition for which the assigned The Process Purchase Requisitions screen dis-
chase Order supplier is displayed. plays.
Choose Create Purchase Order.

7 Create the Pur- On Purchase Order Type, choose Standard PO and The purchase order is created.
chase Order choose Save.
On the popup screen, the system displays the message
Standard PO created under the number 450000XXXX.
Choose OK.
Please note down PO number

5.13 Goods Receipt for Purchase Order

Test Administration

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 88
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

This process step shows you how to post the goods receipt for the purchase order.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 15:
Test Test Step Instruction Expected Result Pass/Fail/
Step # Name Comments
1 Log On Log on to the SAP Fiori launchpad as Warehouse Clerk. The SAP Fiori launchpad is displayed.

2 Access the App Open Post Goods Movement (MIGO) app. The Post Goods Movement screen is dis-
played.

3 Enter Goods Re- Enter the following and press Enter: The GR order is entered.
ceipt Order ● First top-left frame: Goods Receipt
● Second top-left frame: Purchaser Order
● Order: <Enter the Purchase order number in the pre-
vious step>
● GR goods receipt: 101
Choose Execute.

4 Enter Date Enter the following:

● Document date: default
● Posting date: default

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 89
 Test Test Step Instruction Expected Result Pass/Fail/
Step # Name Comments
5 Quantity Choose the Quantity tab.

6 Enter Quantity Enter the following: The quantity is entered.

Qty in Unit of Entry: Enter the quantity you confirmed in
the previous step. For example: 1

7 Set Item OK and Select the Item OK checkbox and choose Post at the bot- The system displays the message: Material
Post tom of the screen. document 500xxxxxxx posted.

5.14 Post Goods Issue

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

You are now in Execution phase of the process. This process step shows you how to post the goods issue from storage location.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 90
Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 16:
Test Test Step Instruction Expected Result Pass/Fail/
Step # Name Comments
1 Log On Log on to the SAP Fiori launchpad asWarehouse Clerk . The SAP Fiori launchpad is displayed.

2 Access the App Open Post Goods Movement (MIGO) app. The Post Goods Movement screen is displayed.

3 Enter Goods Is- Enter the following and press Enter: The goods issue order is entered.
sue Order ● First top-left frame: Goods Issue
● Second top-left frame: Order
● Order: <Enter the maintenance order number>
● GI for Order: 261
● Choose Execute.

4 Enter Date Enter the following: The date is entered.

● Document date: default
● Posting date: default

5 Select Quantity Choose the Quantity tab.

6 Enter Quantity Enter the following: The quantity is entered.

Qty in Unit of Entry: Enter the quantity you confirmed in
the previous step. For example: 1

7 Set Item OK and Select the Item OK checkbox and choose Post at the bot- The system displays the message Material
Post tom of the screen. document 500xxxxxxx posted.

5.15 Submit Order for Scheduling

Test Administration

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 91
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

Once Preparation is done and backlog is reviewed, the order can be set for Ready to Schedule to start Scheduling phase.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 17:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Planner .

2 Access the App Open the Find Maintenance Order (F2175) app. Find Maintenance Order App will display list of or-
ders.

3 Review List of Filter the list based on filtering options provided on A list of maintenance orders is displayed.
Maintenance Or- top and choose Go .
ders

4 Set Orders for Select the orders to be scheduled by clicking the The maintenance order is ready to be scheduled.
Ready for Schedul- check box.Choose Change Status > Ready to This will set the status of all order operations to
ing Schedule. ORSC.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 92
5.16 Schedule Maintenance Orders and Submit for Execution

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this step, you can schedule the order operations and set the operations to ready for execution.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 18:
Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance Planner. The SAP Fiori launchpad is displayed.

2 Access the App Open Find Maintenance Order (F2175) app. The app opens.

3 Review List of On top there are list of filters available. Enter technical ob- A list of maintenance orders are reviewed and
Maintenance ject 217100091 and choose Go. Adjust dates, capacity, and are ready for scheduling.
Order so on if required.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 93
 Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
4 Set Orders to After reviewing the maintenance order, you can choose Dis- The maintenance order is submitted for execu-
Ready for Exe- patch Operations button to let the order enter the Execution tion and the status of all the order operations
cution phase and Ready to Execute subphase. are set to Dispatched status DSPT.
If SI-43R (Resource Scheduling) is activated, the respective
applications can be used for dispatching the operations.

5.17 Execute Maintenance Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In Execution phase, technician will execute pre and main operations.

Procedure

This section describes test procedures for each process step that belongs to this scope item.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 94
 Table 19:
Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Technician.

2 Access the App Open the Perform Maintenance Jobs (F5104A) app. The app opens.

3 Filter the list of Use the filter on the top to enter the order ID which A list of dispatched operations of the selected order
Orders for Exe- was dispatched for execution and choose Go. will be displayed.
cution

4 Assign Opera- Select the operation and click on Assign to Me The operation is assigned to you.
tion (Optional) If the order operation is not assigned to anyone then
only the Assign To Me button is enabled.

5 Select Opera- Choose the operations in PRE and MAIN stages to It will display the Perform Maintenance Job screen for
tion for Process- navigate to the Perform Maintenance Job screen. the operation which was selected on the list page.
ing

6 Start the Opera- Choose Start The subphase is changed to work in execution.
tion

7 Review Compo- Check the components which are associated with It will show the list of components that are associated
nents the order in the respective section on the Perform with the order.
Maintenance Jobs screen.

8 Goods Issue / Go to Components tab Material is issued or returned.

Return (Op- Choose Post
tional)
Post Goods Issue screen opens. Update the required
quantity and choose Post.
Choose Return corresponding to the material that
has to be returned
The Return Goods screen opens. Update the re-
quired quantity and choose the Return button.
A new line item for the material is generated
Choose Post
The Post Goods Return screen opens. Update the re-
quired quantity and choose Post button.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 95
 Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
9 Review Attach- Check the Attachments tab which is associated to It will show the list of attachments associated with the
ments the order in the respective section on Perform Main- order.
tenance Jobs.

10 Pause and Re- Choose Pause to pause the work. For a paused operation, the subphase will be Work
sume Work After pausing the work, you can resume the work us- Paused. After resuming the work, the subphase
ing the Resume button. changes back to Work in Execution.

11 Time Confirma- Choose Record Time button at the top left corner of Success message is displayed and confirmations are
tion the operation object page to perform time confirma- posted. You can view the number of confirmations
tion. posted in the Operation Details tab.
In the Record Time screen, enter the following: The work progress is shown as 100 %.
● Enter the actual work. For example, 4 hours The subphase is changed to Work Finished.
● Enter the remaining work if any. For example, 2
hours
● Enter the confirmation text as required .
● Select the check box Final Confirmation.Choose
OK.when the time confirmation for the operation
is completed.
It needs to be repeated for all the operations in PRE
and MAIN execution stages.

12 Add Measure- You can add measurement for the technical object Measurement data is updated.
ment (Optional) using Add Measurement button.

5.18 Complete Main Work

Test Administration

Customer project: Fill in the project-specific parts.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 96
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

After execution of Pre and Main work by the technician, the maintenance supervisor will review the work and change the status from Main Work Completed to
Post Execution phase.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 20:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Supervisor.

2 Access the App Open Find Maintenance Order (F2175) app. A list of maintenance orders is displayed.

3 Review List of Maintenance On top there are list of filters available. Enter A list of maintenance orders is displayed.
Order Technical object: 217100091 and click on Go.
You can also search based on other filter criteria.

4 Review and Set Order Sta- Select the order and choose Change Status > The status of the maintenance order is
tus Main Work Completed Main Work Completed . changed to subphase Main Work Completed.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 97
5.19 Maintain Service Entry Sheet

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this activity, you report the services that are performed, in the service entry sheet.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 21:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Purchaser. The SAP Fiori launch-
pad is displayed.

2 Access the App Open the Manage Service Entry Sheets (F2027) app. The app opens.

3 Enter Field Values Choose Create.

Case 1: Purchase service On the Service Entry Sheets screen, enter the following:

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 98
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
without material number ● Name of Service Entry Sheet: <SES Name>, for example, Vincent
Case 2: Purchase service Sun
with material number ● Reference Purchase Order: <Purchase order you created>
● Posting Date for Goods Receipt: <Today’s date>
● Press Enter
In the Add Purchase Order Items screen that opens, select the check
boxes for the product and choose Add.
You can increase service entry sheet items by using the increase button
and you can use the search to look for purchase order items.
In the Items area, enter the following for each item:
● Performance Period: <Enter the date range>
● Stated Quantity: <Stated Quantity>, for example,10

4 Add Attachments in Ser- You can upload files using the Upload button or add a link to the service
vice Entry Sheet (Op- entry sheet and view the existing attachments by following one of these:
tional) On the header level, go to tab Attachments
On the item level, go to tab Items, open the details and go to tab Attach-
ments.
If the attachments are not required any longer, you can delete them.
You can view the attachments and save them on your device regardless
of the status of the service entry sheet.
You can add or delete attachments only while editing the service entry
sheet. This means that the status of the service entry sheet must be In
Process.

5 Create the Service Entry Choose Create The service entry sheet
Sheet is created.

6 Send for approval Choose Send for Approval. The service entry sheet
is sent for approval.

7 Check the status of the On the Manage Service Entry Sheets screen, follow these steps:
service entry sheet. 1. Search for the service entry sheet that you had created above
2. Check the status of the service entry sheet.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 99
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
3. Send service entry sheet for approval if approval is required.
If the status is Approved, do not send the service entry sheet for approval
with flexible workflow.

5.20 Execute Post Work Operations

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

In this process step the technician will execute post operations activities (if any) and also update the malfunction details and failure data.

Procedure

This section describes test procedures for each process step that belongs to this scope item.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 100
 Table 22:
Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Technician.

2 Access the App Open the Perform Maintenance Jobs (F5104A) app. The app opens.

3 Filter the list of Use the filter on the top to enter the order ID which A list of dispatched operations of the selected order will
Orders for exe- was dispatched for execution and choose Go. be displayed.
cution

4 Select the Or- Choose the operations in POST stage to navigate to It will display the Perform Maintenance Job screen for the
der Operation the Perform Maintenance Job screen.. operation which was selected on the list page.
for Processing

5 Edit Malfunc- Choose Edit button available in Malfunction Data The saved details are shown in the malfuction data.
tion Data (Op- section.
tional) This will open the Edit Malfunction Data screen.
● Select an effect from dropdown list.
● Select a failure mode from dropdown list.
● Enter the malfunction start date and time as to-
day's date “09:00:00” am
● Enter the malfunction end date and time as to-
day's date “11:00:00” am.
● Select the checkbox if it is a breakdown. The
breakdown duration is automatically calculated.
● Describe the breakdown.
Click on Save button
You can edit the details in the Malfunction Data sec-
tion only if there is a maintenance notification asso-
ciated with the maintenance order.

6 Record Mal- Choose Add icon available in Malfunction Details The saved details are shown in the malfuction details.
function De- section. The Add Malfunction Details screen is dis-
tails (Optional) palyed. Enter the following details in the Damage
Details tab:
● Select the object part from dropdown list.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 101
 Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
● Select the damage code from dropdown list.
● Enter a description for the damage.
Enter the following details on the Cause Tab
● Select the cause code from dropdown list.
● Enter a description for the cause.
● Select the Root Cause radio button
Enter the following details on the Activity tab:
● Select the activity code from dropdown list
Enter a description for the activity.
Choose OK.
You can add additional causes and activities using
the New Cause and New Activity buttons respec-
tively.
Note This section will become editable only if there
is a maintenance notification associated with the
maintenance order.

7 Time Confirma- Choose Record Time at the top left corner of the op- You will receive a message informing you that the time
tion eration object page to perform time confirmation. confirmations have been posted. You can view the num-
In the Record Time screen that opens, enter the fol- ber of confirmations that have been posted in the Opera-
lowing details: tion Details screen.
● Actual Work: For example, 4 hours The work progress is shown as 100 %.
● Remaining work if any. For example , 2 hours The subphase is changed to Work Finished.
● Confirmation text as required
Select the Final Confirmation checkbox. Choose OK
button when the time confirmation for that opera-
tion is completed.
This step needs to be repeated for all the opera-
tions in Post execution stages.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 102
5.21 Review Maintenance Cost

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

This phase will allow the maintenance planner to review the cost of maintenance orders.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 23:
Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Planner.

2 Access the Open the Maintenance Order Costs (F4603) app. The app opens.
App

3 Enter De- Use the filter option available to search for mainte- Detailed cost can be viewed based on whether it is es-
tails
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 103
 Test Test Step Instruction Expected Result Pass/Fail/
Step Name Comments
#
nance orders. Enter the following details: timated, planned, baseline, and actual.
● Relative Date Function: Previous30days
● G/L Account Hierarchy: YPS2
● Ledger: OL
● Company Code: 1710
Choose Go.

4 Review Cost Select any order to see operation-wise cost split. Detailed cost of each order is reviewed.
Details

5.22 Technically Complete Maintenance Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

The maintenance notification is completed and the maintenance order is technically completed after the required maintenance work has been performed.
The technical completion reduces all the purchase requisitions, open reservations, and capacities still outstanding for the maintenance order.
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 104
Nevertheless, the order can continue to receive costs, for example, through invoice receipts for delivered and used materials. However it is blocked for all
changes in the processing.
The order settlement transfers the costs incurred that were temporarily collected for the maintenance order, to the recipient, for example, to the cost center
for the maintained object. This process step shows you how to technically complete a maintenance order.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 24:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step # Comments
1 Log On Log on to the SAP Fiori launchpad as Maintenance The SAP Fiori launchpad is displayed.
Planner.

2 Access the App Open the Find Maintenance Order (F2175) app. The app opens.

3 Search for Order Num- In the Maintenance Order screen, enter: List of orders displayed as per the filter crite-
ber Order Type: Proactive Maintenance ria
Choose GO.

5 Set Complete (Techni- Select the orders to be technically completed using The Complete (Technically) screen displays.
cally) Status the check box on right side.
Choose Change Status > Complete Technically .

6 Reference Data Enter the following: The Complete (Technically) status for the
● Reference Date: <Date> maintenance order is set.
● Reference Time: <Time>
● Complete Assigned Notifications: flag set
Choose OK

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 105
5.23 Create Supplier Invoice with PO/GR Relation

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibil- <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
ity

Purpose

This process step shows you how to create the invoice with reference to the purchase order.

Procedure

This section describes test procedures for each process step that belongs to this scope item.
Table 25:
Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
1 Log On Log on to the SAP Fiori launchpad as Accounts Payable Accountant. The SAP Fiori launchpad is dis-
played.

2 Access the App Open Create Supplier Invoice - Advanced (MIRO). The app opens.

3 Navigation If the system prompts you, make the following entries and choose Con- The Enter Incoming Invoice

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 106
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
tinue: screen is displayed.
Company Code: 1710

4 Enter Basic Data Enter the following: Basic data is entered.

● Transaction: Invoice
● Invoice Date: Today
● Posting Date: Today
● Reference: <Reference invoice number from invoicing party>
● Amount: <Amount according to the invoice value>
● Currency: Enter the currency
● Calculated Tax: Selected
● Tax Code: If there is no tax, specify the tax code I0 (for Brazil, it is
00).
If G/L account is subjected to tax, ensure that you enter an appropri-
ate tax code.

5 Enter Purchase Or- On the Purchase Order References screen, make the following entries: The Purchase Order References
der References Reference Document Category: Purchase Order/ Scheduling Agreement screen is displayed.
Purchase Order: Enter the purchase order you posted in the previous
step.

6 Check the Pur- Check the amount, the quantity and the tax code. The amount and the quantity
chase Order Items correspond to the values of the
data goods receipts.

7 Check Tax code In the Tax area, check the tax code information and the tax amount.

8 Simulate Supplier Choose Simulate.

Invoice and Check If there are no differences (or if the value is within the defined tolerance),
Messages the Simulation screen is displayed. You can check the results in the Sim-
ulation Overview and Simulation Details areas.
Review the Gross Invoice Amount against the items plus tax amount (if
tax code is I0 (for Brazil, it is 00), you do not have any tax amount)

9 Post Invoice Choose Post. The invoice is posted.

Invoice document 51XXXXXXXX was posted (Journal Entry:
Proactive Maintenance (4HI_US) PUBLIC
Purpose Error: Reference source not found 107
 Test Test Step Name Instruction Expected Result Pass/Fail/
Step Comments
#
51XXXXXXXX ) message is displayed.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 108
6 Appendix

6.1 Process Integration

6.1.1 Preceding Processes

You must first complete the following processes before you start with the test steps:
Table 26:
Process Business Condition
Create New Open MM Posting Period A new MM period must exist
(BNZ)

Period-End Closing - Maintenance Or- Activity types rates to be

ders (BF7) maintained

Create Measuring Point master data Measuring point creation

script (5MI)

6.1.2 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:
Table 27:
Process Business Condition
Accounts Payable (J60) Use the master data from this test script and execute the
following steps:
● Invoice payment preparation
● Payment run
● Single outgoing payment
● Manual Payment online

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 109
 Process Business Condition
Period-End Closing - Maintenance Or- A maintenance order is technically completed as part of
ders (BF7) this script.

Proactive Maintenance (4HI_US) PUBLIC

Purpose Error: Reference source not found 110
Typographic Conventions

Type Description
Style

Example Words or characters quoted from the screen. These include field names, screen titles, push-
buttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
www.sap.com/contactsap
Example Emphasized words or expressions.
EXAMPLE Technical names of system objects. These include report names, program names, transaction
codes, table names, and key concepts of a programming language when they are surrounded
by body text, for example, SELECT and INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages,
names of variables and parameters, source text, and names of installation, upgrade and data-
base tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they
appear in the documentation.
<Exam- Variable user entry. Angle brackets indicate that you replace these words and characters with
ple> appropriate entries to make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .
© 2021 SAP SE or an SAP affiliate company. All rights re-
served.
No part of this publication may be reproduced or transmitted
in any form or for any purpose without the express permis-
sion of SAP SE or an SAP affiliate company. The information
contained herein may be changed without prior notice.
Some software products marketed by SAP SE and its distribu-
tors contain proprietary software components of other soft-
ware vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate
company for informational purposes only, without representa-
tion or warranty of any kind, and SAP or its affiliated compa-
nies shall not be liable for errors or omissions with respect to
the materials. The only warranties for SAP or SAP affiliate
company products and services are those that are set forth in
the express warranty statements accompanying such prod-
ucts and services, if any. Nothing herein should be construed
as constituting an additional warranty.
SAP and other SAP products and services mentioned herein
as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Ger-
Proactive Maintenance (4HI_US) PUBLIC
many and other countries. All other product and service
Purpose names mentionedError: Reference
are the source
trademarks not found
of their respective 111
companies.

See www.sap.com/copyright for additional trademark infor-

mation and notices.