Work Management Adapter

If an SAP Maintenance Plan has a Task List that has Operations and Object Lists that meet the criteria defined in the context file, when you run the Work Management Adapter in the APM Connect Administration Center, one or more Task records will be created in APM. The corresponding Task record will be created based on the configuration defined in the context file.

If you modify a Maintenance Plan and then run the Work Management Adapter again, the corresponding Task record will be updated automatically in APM. Likewise, if you add an Order to the Maintenance Plan, the corresponding Task record will also be updated automatically in APM.

For example, suppose you have a Maintenance Plan with two Operations and two Object Lists. When you run the Work Management Adapter, six Tasks will be created and associated with the particular asset in APM as show in the following image:

When transferring Work Management data from SAP to APM, the Desired Interval field is populated with a null value. The Next Date field will populate with the next execution date of the Task (APM) or Operation (SAP) when it is transferred to APM.

The following chart includes the possibilities for the Last Date and Next Date fields upon transferring data from SAP to APM Task records:

The Work Management Adapter creates APM Inspection or Calibration Tasks from SAP Operations on the Task List from the following plan types:

• Single Cycle: Time-Based
• Single Cycle: Performance-Based
• Strategy Plan: Time-Based
• Strategy Plan: Performance-Based
• Multiple Counter Plan

If a Task record was created from SAP data and you modify the SAP data in a way that causes that Task record to become obsolete, you can run the Work Management Job to resolve the differences.

When you run the adapter, the Tasks in APM are validated against the Operations in SAP. The adapter will search for Task records in APM and Operations in SAP to determine associations based on the following values: Equipment or Functional Location, Maintenance Plan, Maintenance Plan Item, Task List, and Operation. If a Task record in APM is found in SAP, it is determined to be valid. If the Task record in APM is not found in SAP, it will be discontinued. The adapter updates the Task record in APM as follows:

• The Task ID for the record will be set to **DISCONTINUED**.
• The value in the Reason field will be prepended with the following:

  <Date> - <User ID> - <Previous Task ID> was discontinued due to changes in SAP. The previous Task ID was <Previous Task ID>.

  Where <Date> is the UTC date and time on which the Task ID was set to **DISCONTINUED** and <User ID> is the user name of the user updating the record.

  For example, suppose a Calibration Task record was created from an Operation with the control key ZMI2. If you later change the control key and run the report, the Calibration Task record will be discontinued.

When the scheduled item that APM delivers for the purpose of creating SAP Orders is executed, the APM system performs a calculation on the Next Date and Call Horizon values in all Task records. The calculated result is passed into the query Get Tasks for Work Order Generation. If the result meets the criteria defined for the query column ([Task].[Next Date] - [Task].[Call Horizon]), the Task record meets the remaining criteria defined in the query, and the Task does not already contain a value in the Work Order Number field, an Order will be created from the Task record.

Using the baseline query, an SAP Order will be created if the Task record meets all query criteria (i.e., the Maintenance Plan field does not contain a value) and the calculated result meets the following criteria:

Task Next Date - Task Call Horizon = A date between the Last Executed Date and the Next Execution Date of the scheduled item.