Work Management Adapter

About the Work Management Adapter

Note: You can run the Work Management Adapter only if the SAP Work Management license is active.

The Work Management Adapter facilitates integration with the SAP planning and scheduling modules for condition assessment activities. The adapter allows you to manage scheduled work in SAP and Predix Essentials.

About Task Records

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 Predix Essentials. 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 Predix Essentials. Likewise, if you add an Order to the Maintenance Plan, the corresponding Task record will also be updated automatically in Predix Essentials.

When you run the Work Management Adapter, it creates Tasks in Predix Essentials using the following items in SAP:

•Operations

•Object Lists

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 Predix Essentials as show in the following image:

About Last and Next Date from SAP

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

Note: Last Date and Next Date values are calculated in SAP, not in Predix Essentials.

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


Workflow Step	Step Narrative	Last Date Field	Next Date Field
The Plan is created, but not scheduled, and the Work Management Job is run.	The Tasks of a Plan are created in Predix Essentials when the Work Management Job is run.	Null	Null
The Plan is scheduled, but not called, and the Work Management Job is run.	The Plan is scheduled. The Task created previously is updated in Predix Essentials.	Null	If the Plan is On Hold, the field will contain the next execution date. Otherwise, the field is Null.
The Plan is called for the first time, and the Work Management Job is run.	The Task previously created will be updated with information from the Work Order from SAP.	Null	The next date that the task is scheduled to run.
The Task is executed in Predix Essentials.	An Inspection Event is linked to the Task. The Inspection Hours field is set, and the Inspection is closed. A Confirmation record is created.	Date is set to Date of Confirmation.	The next date that the task is scheduled to run.

SAP Maintenance Plans Supported

The Work Management Adapter creates Predix Essentials 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

About Discontinued Task Records

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 Predix Essentials 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 Predix Essentials is found in SAP, it is determined to be valid. If the Task record in Predix Essentials is not found in SAP, it will be discontinued. The adapter updates the Task record in Predix Essentials 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.

Notes:

When a Task ID in a Task record has been set to **DISCONTINUED**, if you run Work Management Adapter again and the data is still not valid, the Task record will be skipped. In other words, its Reason field will not contain more than one instance of the text **DISCONTINUED**.
If you modify the SAP data so that it corresponds to the existing discontinued Task record, running the adapter will reactivate the discontinued Task record.

About Call Horizon

When the scheduled item that Predix Essentials delivers for the purpose of creating SAP Orders is executed, the Predix Essentials 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.

Suppose the scheduled item contains the following values:


Last Executed Date	Next Execution Date
July 1, 2008 1:00:00 A.M.	July 2, 2008 1:00:00 A.M.

Based on these values, an SAP Maintenance Order will be created automatically if the Next Date of the Task record minus its Call Horizon is between July 1, 12:00:00 A.M. and July 2, 12:00:00 A.M.

Suppose a Task record contains the following values:


Next Date	Call Horizon
July 11, 2008 3:00:00 A.M.	10

Using these Task record values, if you subtract the Call Horizon, 10 days, from the Next Date, July 11, 2008 3:00:00 A.M., the result is July 1, 2008 3:00:00 A.M.

Because July 1, 2008 3:00:00 A.M. falls between the Last Executed Date of July 1, 2008 1:00:00 A.M. and July 2, 2008 1:00:00 A.M., the Task record will be used to generate an Order (assuming that the Task record meets the remaining query criteria).

In other words:

July 11, 2008 3:00:00 A.M. (Task Next Date) - 10 (Call Horizon) = July 1, 2008 3:00:00 A.M. (A date between the Last Executed Date and the Next Execution Date of the scheduled item)

Note: If the scheduled item is being executed for the first time, Predix Essentials assumes a Last Executed Date of 1/1/1900. Also, if the Call Horizon field does not contain a value, the value is treated as zero (0).

Create a Task Record

Before You Begin

Note:

To complete the following steps, use the Task datasheet that is configured for use with the SAP Adapter. For Inspection Task records, use the Inspection Task for SAP Integration Adapter datasheet. For Calibration Task records, use the Calibration Task for SAP Integration datasheet. These datasheets are defined on the corresponding Task family in the baseline database, but they are not set as the default datasheets.

To create the Task record, make sure to use the Task Builder and not the Record Manager. Otherwise, the Task record will not be linked to the Equipment or Functional Location record, and the Work Management Adapter will not work as expected.

You can create an SAP Order from a Task record only if all of the following conditions are true:

The Work Order Number field in the Task record is blank.
The Task record was not created automatically from SAP data.

Procedure

In Predix Essentials, create an Inspection Task or Calibration Task record
In the Task record, in the Task List field, select .

The Locate Task List window appears.
In the Search Criteria section, enter the desired search criteria.

Note: If you accept the default criteria, the search results will return all Task Lists.
Select Search.
The Task Lists that meet the search criteria appear in the Search Results section.
In the Search Results section, select the row containing the desired Task List, and then select OK.
The Task List field on the Task record is updated with the Task List group number.
In the Last Date field, enter or select the last date on which the task was executed.
In the Desired Interval field, enter the desired interval.
The value in the Next Date field is updated automatically based on the Last Date and the Desired Interval.
In the Call Horizon field, enter the desired call horizon.

Tip: For details about call horizons, see the SAP Help, which is located at http://help.sap.com/.
Save the Task record.

Create an Event Record or Inspection Record

About This Task

Note:

The following instructions work correctly only if the SAP Interfaces - Work Management license is active.

When creating the Inspection record or Calibration Event record, be sure to use the process defined by the module rather than the Record Manager. Otherwise, the record will not be linked to the Equipment or Functional Location record, and the Work Management Adapter will not work as expected.

Procedure

Using the process defined by the module, create an Inspection record or Calibration Event record. As you proceed through the Event Builder, on the Task(s) Selection screen, select the appropriate Task record. This could be:
- A Task record that was generated from SAP.
- A Task record that you created manually to generate an SAP Order automatically.
If the Event record is an Inspection record, select values in the Commencement Date and Completion Date fields. Ensure that the Completion Date is a date after the Commencement Date.

Close a Work Order

Procedure

Access the event record linked to the task record you want to mark as complete.
In the Tasks Addressed box, select the task ID for the record you transferred from SAP by running the Work Management Adapter.
In the Actual Work Time box, enter a value for the number of hours worked to complete the task.
In the Event record, in the Actual Work Time box, enter the time (in hours) that you spent completing the work.
Do one of the following:
- If the Event record is a Calibration Event record, select the Calibration Close check box.
- If the Event record is an Inspection record, select the Inspection Task Complete check box.
Save the Event record.
The event record is saved, and the work order is closed. A confirmation record is created in Predix Essentials and in SAP.
Important: When transferring Work Management data from SAP into Predix Essentials, the Desired Interval field is populated with a null value. After the Plan is called, the Next Date field will populate with the next execution date based on calculations made by SAP.

Results

After saving the record, the following occurs:

A Confirmation record is created and linked to the Event record and the Task records to which the Event record is linked. The number of Confirmation records created equals the number of Task records that are linked to the Event record. In addition, a Confirmation is created in SAP for each Confirmation record that is created in Predix Essentials.
If only one Confirmation record is created, the Actual Work Time in the Confirmation record matches the Actual Work Time in the Event record. If more than one Confirmation record is created, the Actual Work Time in the Event record is split evenly between those Confirmation records.
For example, if an Event record is linked to two Task records, two Confirmation records will be created. If the Actual Work Time in the Event record is 14, the Actual Work Time in each Confirmation record will be 7 (14/2).
The Work Order Numbers in the Task records that are linked to the Event record are removed.
The Confirmation that is created in SAP is marked as final.

Update an SAP Confirmation by Updating the Actual Work Time in a Confirmation Record

Procedure

Access the Confirmation record that you want to modify.
Modify the Actual Work Time value, and then save the record.

Results

The associated SAP Confirmation is canceled in SAP, and a new SAP Confirmation is created. The counter in the new SAP Confirmation is one digit higher than the counter in the canceled SAP Confirmation.
The Actual Work Time field in the Inspection record or Calibration Event record to which this Confirmation record is linked is updated automatically to reflect the updated value in the Confirmation record. If this is the only Confirmation record that is linked to the Inspection or Calibration Event record, the Actual Work Time in the Inspection or Calibration Event record will match the value in the Confirmation record.
If more than one Confirmation record is linked to the Inspection or Calibration Event record, the Actual Work Time in the Event record is updated to be the sum of the values in the Actual Work Time fields in all of those Confirmation records.
For example, if an Event record is linked to this Confirmation record and two other Confirmation records, and the final values in the Actual Work Time fields of those Confirmation records are 7, 6, and 5, the Event record will contain the value 18 (7 + 6 + 5) in the Actual Work Time field.

Validate SAP Confirmations Against Predix Essentials Confirmation Records

About This Task

After you have created SAP Confirmations from Predix Essentials Confirmation records, you can validate the information in the SAP Confirmations against the information in the Predix Essentials Confirmation records.

Procedure

In SAP, run the following transaction: IW43.
The (Display PM Order Confirmation: Initial) window appears.
Do one of the following:
- If you know the Confirmation number of the Confirmation that you want to validate, in the Confirmation text box enter the Confirmation number, which appears in the Confirmation Number field on the Confirmation datasheet in the Predix Essentials system.
- If you know the Order number associated with the Confirmations that you want to validate, in the Order text box, enter the Order number, which appears in the Work Order Number field on the Confirmation datasheet in the Predix Essentials system.
Select .
If only one Confirmation meets the specified criteria, the Display PM Order Confirmation: Actual Data screen appears, displaying the values that appear on the Confirmation datasheet in the Predix Essentials system.
If more than one Confirmation meets the specified criteria, the Display PM Order Confirmation: Confirmation Overview screen appears, displaying a list of the Confirmations that meet the specified criteria. In the list, you can see the values that appear on the Confirmation datasheet in the Predix Essentials system.