Calibration Process User Manual

CALIBRATION PROCESS USER MANUAL
BUSINESS PROCESS USER MANUAL

CALIBRATION MAINTENANCE PROCESS
TABLE OF CONTENTS
1. PF-SAPS/4HANA-120-05: Calibration Maintenance Process ............................................................. 2
2. Create Master Inspection Characteristics:............................................................................................. 3

3. Create Sampling Procedure:.................................................................................................................. 8
4. Create General Task List: ................................................................................................................... 10
4.1. Assign Operation: ....................................................................................................................... 11
4.2. Assign Inspection Characteristics: .............................................................................................. 12
4.3. Assign Test Equipment’s (PRT): ................................................................................................ 14
5. Create Maintenance Plan (Single Cycle): ........................................................................................... 18
5.1. Maintenance Plan Cycle: ............................................................................................................ 19
5.2. Assign Task List: ........................................................................................................................ 20
5.3. Maintenance Plan Scheduling Parameter:................................................................................... 23
5.4. Change Maintenance Plan:.......................................................................................................... 25
6. Schedule Maintenance Plan: ............................................................................................................... 27
6.1. Display Maintenance Order: ....................................................................................................... 30
6.2. Scheduling overview list: ............................................................................................................ 31
7. Change Maintenance Order: ............................................................................................................... 32
8. Inspection lot:...................................................................................................................................... 36
8.1. Record Result: ............................................................................................................................. 38
8.2. Record Usage decision:............................................................................................................... 42
9. Time Confirmation: ............................................................................................................................ 47
10. Planned Cost Vs Actual Cost: ......................................................................................................... 49
11. Technical Completion: .................................................................................................................... 50
12. Settlment of Order: ......................................................................................................................... 54
12.1. Settlement of Order: ................................................................................................................ 54
12.2. View Settlement Cost: ............................................................................................................ 54
13. Close maintenance Order: ............................................................................................................... 55
1. PF-SAPS/4HANA-120-05: Calibration Maintenance Process

 Create Master Insp. Characteristics.
 Create Sampling procedure.

 Create General task list
 Create Maintenance Plan
 Schedule Maintenance Plan
 Change Maintenance Order
 Inspection lot (RR & UD recording)
 Time Confirmation of Maintenance Order
 Planned Vs Actual Cost
 Technical Completion of Maintenance Order
 Settlement of Order
 Complete Maintenance Order
2. CREATE MASTER INSPECTION CHARACTERISTICS:
Logistics  Plant maintenance  Preventive Maintenance  Work

Menu path
Scheduling  Environment  Inspection characteristic  Create
Transaction code QS21
1. From the above menu path open the Create Master inspection char. window as shown below &
fill the below details in the below screen.
Field name User action and values Comment
Plant (R) 1000 Choose the plant
Master Insp. Charac. (R) OUTERDIA Enter the req. MIC name.
Valid from (O) 28.12.2018 Choose the date.

2. Press the Enter key to continue to the next screen. & fill the respective fields to create MIC.
Quantitative (R)  Select the Quantitative check box.

Choose the status as released to use in
Status (R) 2 Released
task list.
Ref. Char (R) Completely copy model Choose the ref. char.
Short Text (R) Outer Diameter Enter the short text of Char.
Search field (O) Outer Diameter Enter the search field name.
3. Press enter key & it will show a pop up window as below (or) You click on this icon
.
4. Select the Check box “Lower Specif.limit” & “Upper Specif.limit” in Type.
5. Select the Check box “Sampling Procedure” in sample as in the below screen.
6. Select the Check box “Summarized Recording” in Results confirmation.
7. Press enter key (or) Click on continue icon to process next pop up window.
8. Select the checkbox “Fixed scope” in Inspection scope.
9. Select the check box “Record measured vals” in miscellaneous.

10. Press enter key twice / Click on continue icon twice to process next pop up window.
11. Fill the below details in the respective fields.
Decimal places (R) 2 Choose the decimal places.
Msmt unit (R) “ (Inch) Choose the UOM req.
Target Value (R) 16 Enter the target value of MIC.
Lower limit(R) 15.5 Enter the allowable lower value.
Upper limit (R) 16.5 Enter the allowable upper value.

12. Press enter key (or) click on continue to process further. It will get back to initial first screen.
13. Click on icon to change the value of MIC if needed.
14. Click on icon to Create Master Inspection Char.

3. CREATE SAMPLING PROCEDURE:

Menu path Scheduling  Environment  Inspection characteristic  Sampling
Procedure  Create.
Transaction code QDV1
1. From the above menu path open the Create Sampling procedure window as shown below & fill
the below details in the below screen.
Sampling procedure (R) SAM-CALI Enter the name of Sampling procedure.
2. Press enter key to process on next screen & fill the below details.
Sampling Procedure- Enter the description of sampling

Description (R)
Calibration Pro. procedure.
Sampling Type (R) 100 Fixed sample Choose the sampling type.
700 Mean Value with
Valuation mode (R) Choose the valuation mode you req.
tolerance range
Inspection points (R) Plant maintenance Select the Plant maint. For Insp. Points
3. Press Enter key to process on next screen & Click on icon to fill the details as below in
the pop up window.
4. Enter the sample value required & Click on continue icon.
5. Click on icon to create the sampling procedure.

4. CREATE GENERAL TASK LIST:

Menu path Scheduling  Task Lists  General Maintenance Task Lists 
Create
Transaction code IA05
15. From the above menu path open the Create General Task List window as shown below.
16. Press the Enter key to continue to the next screen.

17. Enter the relevant data in screen “Create General Task List: Header General View “.
Group Counter 1 Enter the group counter
Short description (R) Calibration process testing Enter the description of task list.
Planning Plant (R) 1000 Enter the planning plant.
Work Center / Plant (R) 1000-MEC / 1000 Enter the required work center.
Enter Usage of task list.
Usage (R) 4
Always 4 – Plant Maintenance.
Planner Group (R) JZ Enter the Planner group.
Choose Status as “4 – Released
Status (R) 4
(general)” (For all task list)
Inspection Points (R) 300 Choose the inspection point 300 for

plant maintenance equipment’s
4.1. Assign Operation:

18. Click on Operation overview button or use the menu path – “Goto  Operation
overview” to continue to the next screen to assign the list of operation to be performed.
19. Enter the relevant data in “Create General Task List: Internal Processing Operation” screen.
Sample Data: (For One Operation)
Operation Number 0010 Operation Sequence.
Work ctr 1000-MEC These fields will take the work center, Plant
Plnt 1000 which is given in the header.
Ctrl PM01 Choose the control key.
Operation short text (R) Shaft Outer dia check Enter the Operation name.
Work (O) 2 Time taken for the activity.
Work Unit (O) H Unit of Time
No of Persons (O) 1 No of persons working on activity.
Duration (O) 2 Total Duration (Work / No of Persons)
Duration unit (O) H Duration unit
Activity Type (O) L1 For calculating internal labor cost
20. As like the above sample data, you can enter no.of operation as in the below screen.
4.2. Assign Inspection Characteristics:
21. Select the operation line item & click on icon, to assign the inspection
characteristics.
22. Fill the below details in the respective fields.
Master Inspection Char. (R) OUTERDIA Choose the MIC.
Sampling Procedure (R) SAM-CALI Choose the sampling procedure.
23. Same as assign the master inspection char. & sampling procedure for the next operation.
24. Select the line item & Click on icon to view the upper & lower limits
value which is assigned to that MIC.
25. As same as click on icon to view the scope & type of MIC.
4.3. Assign Test Equipment’s (PRT):

Test Equipment can be assigned in the task list for the calibration process.
26. Select the line item & click on icon to assign the test equipment for the respective
operation as below.
27. It will navigate to next screen with pop up window as below. Click on Equipment to change the
field from “Material”.
28. Then place the cursor on the “Equipment “field & click on F4 to choose the PRT Equipment from
the Equipment list.
Choose the equipment cat. As “P” for

Equipment Cat. (R) P
PRT equipment’s
Maintenance plant (R) 1000 Choose the plant

29. Click on Execute icon to view the list of PRT equipment’s.

30. Double click on the equipment that you want to assign in the task list.
31. Click on continue icon to assign the PRT equipment as Test Equipment in task list as below.
32. Once the Operation, Inspection Char. & PRT Equipment has been assigned, Click on save
icon to create the “General Task List”.
5. CREATE MAINTENANCE PLAN (SINGLE CYCLE):

It defines exactly one time based or one performance based maintenance cycle, in which you can
specify only one interval at which the maintenance plan will be executed.
Logistics  Plant maintenance  Preventive Maintenance  Maint.

Menu path
Planning  Maintenance Plans  Create  Single Cycle Plan
Transaction code IP41
1. From the above menu path open the Create Maintenance Plan window as shown below.
Maint.plan cat. PM Maintenance Order Choose “Maintenance order” for all plan.
5.1. Maintenance Plan Cycle:

2. Press the Enter key to continue to the next screen. And fill the below details in the screen.
Calibration process for

Description (R) Enter the plan description.
Equip. 13A/2
Maintenance Plan frequency (Interval at
Cycle/Unit (R) 3 / MON
which order need to be generated)
Cycle Text (O) Every 3 months Frequency short text.
Equipment (R) 13A/2 Choose the Equipment
Functional Loc. OEN-1000-MFG-ASY1-35R
Planning Plant 1000 These data’s will be copied from

Equipment master data after assigning the
Maint. Planner Group JZ Equipment.
Main Workctr / Plant 1000-ENS / 1000

Choose the Order “PM05” for calibration
Order Type (R) PM05
process
5.2. Assign Task List:

3. Scroll down on the same screen. You will get the below screen to assign the task list.
4. Click on Select task list icon to find the task list which had created at the beginning.
5. It will get you to the below screen & all required details will be copied from task list as in the
below.
6. Select the task list type, which you had created as in the above screen. Click on execute
icon. It will list out all task lists.
7. Double click on the task list which you want to assign to the maintenance plan.
8. You can display the task list by click on icon.

5.3. Maintenance Plan Scheduling Parameter:

9. Enter the following data in "Maintenance plan scheduling parameters" tab.
User action and

Field name Comment
values
How many in advance system need to generate

Call horizon (R) 90
order for planning the next activities.
Scheduling period to determine the length of time
Scheduling period (R) 365 / DAY for which the system creates maintenance calls
during maintenance plan scheduling
Date at which the system should start the
Start of cycle (R) 05.01.2019
maintenance plan (It should in past).
Selection of which form of time-based
Scheduling Indicator (R) Time – key date
maintenance is involved.
The shift factor in the event of late completion of
Shift Factor Late a maintenance task defines the percentage of the
100
Compl. (O) shift to be applied to the calculation of the next
date
The tolerance in the case of late completion
determines the time span in which positive
Tolerance(+) ( O ) 10
variances between actual and planned date do not
influence subsequent scheduling
The shift factor in the event of early completion of
Shift Factor Early a maintenance task defines the percentage of the
100
Compl. (O) shift to be applied to the calculation of the next
date
User action and

Field name Comment
values
The tolerance in the case of early completion

determines the time span in which negative
Tolerance(-) ( O ) 10
variances between actual and planned date do not
influence subsequent planning
NOTE: Scheduling Indicator:

To know about the details of fields, Place the cursor on the respective field & Click F1-Help key.
10. Click on save icon to create “Preventive maintenance plan (Single cycle).
5.4. Change Maintenance Plan:

Menu path
Planning  Maintenance Plans  Create  Single Cycle Plan
11. From the above menu path open the Change Maintenance Plan window as shown below.
Maintenance Plan (R) 44 Maintenance plan created in above steps.

12. Click enter key to process further on the next screen.
13. Once the changes has made, Click on save icon to save the changes.
6. SCHEDULE MAINTENANCE PLAN:

Menu path
Planning  Scheduling for Maintenance Plans  Schedule
1. From the above menu path open the Schedule Maintenance Plan window as shown below.
Maintenance Plan (R) 44 Maintenance plan created in above steps.
2. Press Enter Key to schedule the plan on the next screen. Initial screen appear as below without
future plan date/call date.
3. Click on the start icon, to create a schedule with respect to the maintenance plan. It will
show a pop up window as below.
4. Confirm the “Start of cycle” date & Press enter key.
5. It will schedule the maintenance plan with respect to the given input such as Cycle/Unit, Call
Horizon, Scheduling Period, Time-Key date & etc.
6. Now the Maintenance Plan has been Scheduled. Click on save icon to save the plan.
NOTE:- Once the call date has been reached, the maintenance order will be created automatically.
6.1. Display Maintenance Order:

7. Once the maintenance order created, you can view in the schedule screen as below.
8. Select the line item, Click on Display call object icon to display the created maintenance
order.
6.2. Scheduling overview list:

Logistics  Plant Maintenance  Preventive Maintenance  Maint.
Menu path Planning  Scheduling for Maintenance Plans  Scheduling Overview 
List Display
9. From the above menu path open the Scheduling overview list window as shown below.
10. Enter the below details in the respective fields.
Maintenance Plan (R) 44 Choose the plan which you to view the list.
11. Click on Execute icon to view the list of plant as below.
7. CHANGE MAINTENANCE ORDER:

Logistics  Plant maintenance  Maint. processing  Order  Order List
Menu path
 Change
Transaction code IW38
1. From the above menu path open the Change PM Orders window as shown below.
Order Type (R) PM05 Select the Order type “PM05”.
Maintenance Plant (R) 1000 Choose the plant number & respective dates
2. Click on Execute icon to get the list of preventive maintenance orders.
3. You will get list of multiple orders if available. Dobule click the required order to change.
NOTE: - Inspection lot will be created for the maintenance order.

4. Click on inspection lot icon, it will navigate to below screen in display mode.
8. INSPECTION LOT:
Logistics  Plant maintenance  Maint. Processing  Order 
Menu path
Inspection Processing  Inspection Lot  Worklist  Change Data
Transaction code QA32
1. From the above menu path open the Inspection lot selection window as shown below & fill the
below details.
Plant (R) 1000 Plant in which Inspection lot is created

Inspection type 14 for Plant Maintenance , Lot
Insp.lot origin (R) 14 created from calibration order will be having
inspection type 14
29.12.2018 –
Lot created on (O) Date on which Inspection lot is created
05.05.2019
Select only inspection
List settings (R) lots without usage Inspection lots without usage decision
decision
2. List of inspection lots will be displayed which is not completed the usage decision.
8.1. Record Result:

3. Select the the appropriate Inspection lot which needs to be inspected . Select the line item
and click on Results .
4. A pop up window will appear, click on first opeation .
NOTE: Synbol indicates that MIC has assigned in task list for the 1st operation.
Symbol indicates that MIC has not assigned in task list for the 2nd operation.
5. It will navigate to next screen with a pop up window. On that click on Assigned Insp. Points
.
6. Enter Results for each MIC as in the below screen for Qualitative and Quantitative .
7. After results has been entered, click on Valuate icon to valuate the MIC whether “Accept” or
“Reject”.
 If the result values are in the limit, valuation will be accepted

 If the result values are not in the limit, valuation will be rejected.
8. And then click on close icon to close the MIC. It will be get locked.
NOTE:- After the valuation the above marked status will be changed to 3-Valuated.
After the Close the MIC, status will be changed to 5-Processing is completed.
9. Click on save icon. A pop up screen will appears to make final valuation for Inspection lot.
10. Provide the valuation by click on Valuation icon. It will navigate to

below screen.
11. Choose the respective valuation & click on continue icon . The system will return back to
the inspection lot screen with saving of current inspection lot.
8.2. Record Usage decision:
12. Select the same inspection lot and click on Usage decision button.
13. Record Usage Decision: Characteristic Overview screen appears as below.
14. Click on the drop down icon of the UD Code field. You will get the below screen.
15. Double click on code (A / A1 / R1 / R2) to select the usage decision.
16. Click on save icon to save the usage decision for the inspection lot.
Note – When usage decision is completed automatically technical completion (TECO) will be completed
for maintenance order.
PRINT INSPECTION LOT:
17. Select the the appropriate Inspection lot which needs to be printed by clicking the line item and
click on inspection report ..
18. It will navigate to the below screen. Click on execute icon.
19. It will get you to the next screen. & Choose/Enter the output device in the respective fields.
20. Then click on to display the inspection report as below.

9. TIME CONFIRMATION:
Logistics  Plant maintenance  Maint. processing Completion
Menu path
Confirmation  Entry  Individual Time Confirmation
1. From the above menu path open the PM Order confirmation window as shown below.
Order (R) 50000037 Enter the order number
2. Press enter key to confirm the operations on the next screen. It will show you the list of operation.
3. Select all line item & double click on operation 0010 to enter next screen as below.
4. Before confirming the order, first check the below mentioned fields in the above screen.
For Operation: 0010
 Work Center
 Acutal Work
 Activity Type
 Final Confirmation & No Remain. Work Check box as 
 Work Start & Work Finish.
5. You can change actual work if any changes from the planned work. And these changes & these
values only will reflect in the costing of maintenance order.
6. Click icon in the header to confirm the second operation. Check the above mentioned fields.
7. Once you reach the last operation Click on save icon to Save the Confirmation of
maintenance order.
10. PLANNED COST VS ACTUAL COST:

 Actual Labour cost will reflect in Maint. Order after “PM order confirmation” done.
Menu path Logistics  Plant maintenance  Maint. Processing  Order  Change

1. From the above menu path open the Change Orders window as shown below.

2. Press enter key to process further on next screen.
3. Go to  Cost tab & Click icon to view the Planned cost vs Actual
cost variation as in the below screen.
4. It will show you the variation between planned work & actual work cost.
11. TECHNICAL COMPLETION:

Once the maintenance activity had completed, technical completion should be done.
Menu path Logistics  Plant maintenance  Maint. Processing  Order  Change

1. From the above menu path open the Change Orders window as shown below.

2. Press enter key to process further on next screen.
3. Click on Complete (technically) icon in the header page. It will show a pop up window as
below.
Reference Date (R) 05.04.2019 Enter the Reference date of technical comp.
Reference time (R) 12:19:00 Enter the Reference time of technical comp.
4. Click on Continue icon to complete the maintenace order.
5. You can view the status of maintenance order by using transaction code IW32-Change
maintenance order.
NOTE: You can view the detailed status of order by click on icon.
12. SETTLMENT OF ORDER:
12.1. Settlement of Order:
NOTE:- Settlement of Orders will be done FI-CO team.
12.2. View Settlement Cost:

Once the settlement has done by FI-Co team, those details will be available in maintenance order
1. Go to  IW32 (Change maintenance order)  Cost tab  Rep. Plan/Act.
2. You will get the below screen with settlement cost details.
13. CLOSE MAINTENANCE ORDER:
NOTE:- Closing of maintenance orderwill be done FI-CO team.
1. Once the order has closed/completed by the FI-CO team, you can view the status.
2. Go to IW32 (Change maintenance order), enter the order number& click continue.
3. You can view the detailed status by click on icon as below.

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CALIBRATION PROCESS USER MANUAL

BUSINESS PROCESS USER MANUAL

2. Create Master Inspection Characteristics:............................................................................................. 3

1. PF-SAPS/4HANA-120-05: Calibration Maintenance Process

 Create Sampling procedure.

2. CREATE MASTER INSPECTION CHARACTERISTICS:

Logistics  Plant maintenance  Preventive Maintenance  Work

Transaction code QS21

Field name User action and values Comment

Plant (R) 1000 Choose the plant

Valid from (O) 28.12.2018 Choose the date.

Field name User action and values Comment

Quantitative (R)  Select the Quantitative check box.

6. Select the Check box “Summarized Recording” in Results confirmation.

8. Select the checkbox “Fixed scope” in Inspection scope.

9. Select the check box “Record measured vals” in miscellaneous.

11. Fill the below details in the respective fields.

Field name User action and values Comment

Decimal places (R) 2 Choose the decimal places.

Msmt unit (R) “ (Inch) Choose the UOM req.

Target Value (R) 16 Enter the target value of MIC.

Lower limit(R) 15.5 Enter the allowable lower value.

Upper limit (R) 16.5 Enter the allowable upper value.

13. Click on icon to change the value of MIC if needed.

14. Click on icon to Create Master Inspection Char.

3. CREATE SAMPLING PROCEDURE:

Logistics  Plant maintenance  Preventive Maintenance  Work

Transaction code QDV1

Field name User action and values Comment

Sampling procedure (R) SAM-CALI Enter the name of Sampling procedure.

Field name User action and values Comment

Sampling Procedure- Enter the description of sampling

4. Enter the sample value required & Click on continue icon.

5. Click on icon to create the sampling procedure.

4. CREATE GENERAL TASK LIST:

Logistics  Plant maintenance  Preventive Maintenance  Work

Transaction code IA05

16. Press the Enter key to continue to the next screen.

Field name User action and values Comment

Group Counter 1 Enter the group counter

Planning Plant (R) 1000 Enter the planning plant.

Field name User action and values Comment

4.1. Assign Operation:

Field name User action and values Comment

Sample Data: (For One Operation)

Operation Number 0010 Operation Sequence.

Ctrl PM01 Choose the control key.

Work (O) 2 Time taken for the activity.

Work Unit (O) H Unit of Time

No of Persons (O) 1 No of persons working on activity.

Duration (O) 2 Total Duration (Work / No of Persons)

Duration unit (O) H Duration unit

Activity Type (O) L1 For calculating internal labor cost

4.2. Assign Inspection Characteristics:

22. Fill the below details in the respective fields.

Field name User action and values Comment

Master Inspection Char. (R) OUTERDIA Choose the MIC.

Sampling Procedure (R) SAM-CALI Choose the sampling procedure.

4.3. Assign Test Equipment’s (PRT):

Field name User action and values Comment

Choose the equipment cat. As “P” for

Maintenance plant (R) 1000 Choose the plant

29. Click on Execute icon to view the list of PRT equipment’s.

5. CREATE MAINTENANCE PLAN (SINGLE CYCLE):