Friday, February 3, 2017

PM-MM Integration (Material Availability Check for Maintenance Order in SAP)


Hello,

Material availability check is one of the key integrations provided by SAP to check if the required material available or not during different order processing. Material Availability check in the maintenance order is one of the useful functionalities that integrates PM and MM module. When we plan materials in the maintenance order, we can either check the availability before the order is released or the system can do it automatically when the order is released.

Pre-requisites
  1. Plant Maintenance Configuration
  2. Material Master data Maintenance 


Plant Maintenance Configuration
1. Define Checking Rules
     Plant Maintenance and Customer Service – Maintenance and Service Processing – Maintenance and Service Orders – Functions and Settings for Order Types – Availability Check for Material, PRTs, and Capacities – Define Checking Rules

2. Define Scope of Check
     Plant Maintenance and Customer Service – Maintenance and Service Processing – Maintenance and Service Orders – Functions and Settings for Order Types – Availability Check for Material, PRTs, and Capacities – Define Scope of Check
For Individual Requirements





This document will deal only with Availability Check 02 (Individual Requirement)
3. Define Inspection Control
     Plant Maintenance and Customer Service – Maintenance and Service Processing – Maintenance and Service Orders – Functions and Settings for Order Types – Availability Check for Material, PRTs, and Capacities – Define Inspection Control
This configuration needs to be done with a combination of Plant / Order type / Availability Check
Check availability during order creation





* Check material availability when saving order
* Assign the Checking rule created in Step 2
* Collect. Conversion is used to determine the action you want to do in case of Material not available. This will not be relevant when then Order is in creation phase
Check availability during order release



If Status Check is used, an availability check does not have to run ever time an order is released. This reduces the system load. (SAP help)

4. Define Change Documents, Collective Purchase Requisition, MRP relevance

This configuration plays a vital role on checking the Material Availability in SAP PM.
You need to make sure Res / Pur Req is set Immediately, else during Work Order Creation, Material availability check will not work.





Material Master data Maintenance
Availability check needs to be maintain for the Material in MRP3 view.



Availability Check 02 is maintained for the Material.


Case 1 : Check availability during Order creation
             
Scenario 1: Before Saving the Work Order

A work order creation in progress, after entering the Material availability icon highlighted below will give the pop-up “Non-Availability of Material See log”



System Status MSPT – Material Shortage will be updated.

Click the Log icon to see the messages.



Click the Display log in Total to view all messages.



Please make a note, this will not stop you on saving the Work Order in CRTD status.

Scenario 2: After the Work Order is saved

Material Availability was not checked manually





During creation System Status is set as MANC (Material Availability not checked)

After saving the Work Order








System Status MSPT (Material Shortage) is set automatically on save.



Work Order can be reviewed using System Status itself

Case 2 : Check availability during Order release

             
Scenario 1: Define Inspection Control – User decides on release  if parts are missing

When the Order is created, material planning is done and saved. Upon clicking the release flag, system gives below message
  








Based on the configuration, user have authority to bypass and release the order.

Click on Missing Parts List icon
  






Scenario 2: Define Inspection Control – No release if parts is missing



When the release flag is clicked, system pop-up below error message
  




In this configuration setting, you cannot release the work order.



These are the very basic configuration to check material availability for PM order. More roaming on configuration will provide more scenarios.

**Cases are accumulated from other sources to elucidate the scenarios.

                                                              Happy Learning