Work Order Generation Workflow

EAM Work Management: Work Order Generation Workflow

Work Management Integration workflows manage the collection of detailed condition assessment data like inspections and calibrations, while accounting for resources and costs on orders in the EAM system. The Work Order Generation Workflow documents the approach where the schedule is managed in APM. The adapter generates work orders in SAP based on APM Inspection or Calibration Tasks triggered by the call horizon interval on the APM task.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.

Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.

Create Task in APM Linked to Asset Record

Persona: Technician

In this process flow, the work is managed in APM and related to objects in the EAM system. This step creates the Task in APM that is linked to the Equipment record.

Link SAP Task List to APM Task

Persona: Technician

A query is made on the SAP system to return Task Lists that exist in SAP, so that the users can select the required task list that should be linked to the APM Task.

Trigger Call Horizon

Persona: Technician

A call horizon is entered on the APM task, which controls the interval at which work orders are generated in SAP.

Work Order Generation Job Run

Persona: APM

The job creates a Work Order in SAP based on the associated Task List/Maintenance Plan, and the work order number is copied back to the task in APM.

Validate Work Order Data

Persona: Technician

This is not a required step in the workflow, but can be used to validate the process. The process can be validated by searching for the Equipment in the Global Search, verifying the relationships, and verifying that the task includes the EAM work order data.