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M3 Maintenance Management User Guide
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About this Guide
Capability Management
Allocate People by Multiple Choice
Capability at Repair Situation
Manually Allocate People to a Work Request or Work Order
Setting up Capability Data
Setting Employee Allocation
Complaint Management
Handling Complaints
Register Complaints and Decisions
Register Subsequent Complaint
Document Management
Approve Document Activity
Connect Additional Activities to a Document and Confirm Defaulted Activities
Create Document Type and Connect Activities that need to be Performed
Handling Document Activity Lists
Enabling Maintenance
Application Messages in Maintenance
Authorization Level
Business Chain on Maintenance Customer Order
Configuration - Maintenance
Connect Documents to Maintenance Customer Order Type
Connect Facility-Specific Parameters to a Work Order Type
Create Maintenance Customer Order Type
Create Rental Agreement
Define Complaint Alert Levels
Define Complaint Type
Define Engineering Order Type
Define Maintenance Authorization for a User
Define Principles for Automatic Employee Allocation
Define Settings for Maintenance 1 (CRS788)
Define Settings for Maintenance 2 (CRS789)
Define Settings for Operation Reporting
Define Work Order Type
Define Work Order Type Specific Report Sequence
Defining Maintenance Settings
Defining Order Types for Maintenance Customer Orders
Defining Work Order Types
Event Type
Labor Sell Rate for Maintenance Customer Orders
Managing Several Payers per Maintenance Job
Pricing of Maintenance Material
Rental Check In
Rental Check Out
Rental Invoicing
Rental Logistic Toolbox Process Status
Time Zone Management in MAI
Engineering Orders
Create Engineering Order Header
Create Engineering Order Line
Create Engineering Order Revision
Define Component Modification Reference
Defining Engineering Orders
Defining Engineering Order Program
Defining and Performing Modifications by Using Engineering Orders
Engineering Orders - Maintenance
Generate Engineering Order Program and Confirm Engineering Order
Managing Engineering Order Revisions
Release to Production
Retrieve Affected Serial Number
Specify Item Number Change for Engineering Orders
Enterprise Asset Management
Add Employees to Work Order
Assignment Statuses
Basic Data for Creating Work Center
Create Numbering Series
Feedback of Multiple Labor Hours Against Operation
Generate Recurring Work Order Requests Automatically
Work Center Structure
Work Order Operation Feedback
Equipment and Component Control
Add Condition Report to Equipment
Add Documents to Equipment
Add Documents to Position
Add Specification Report to Equipment
Analysis and Repair Functions for Meter Readings
Basic Prerequisites for As-built Structures
Connect Editions and Levels to Describe Possible Configuration Combinations
Connect Installable Components to Configuration Positions
Create Alternative Structure
Create Attribute Model Table
Create Error Code Structure
Create Equipment Component Link
Create and Install Serialized Item/Equipment Records at a Site
Create Removal/Installation Transaction Types
Create a Site
Create Site Positions
Creating a Site and Installing the Site Equipment
Create Standard Numbering System
Creating an As-built Configuration to Define what Components are Installed in a Model Individual
Create Technical Datasheet
Deactivate Equipment with an As-built Structure
Define Configuration Positions for a Model
Define Effectivity for Components and Configuration Positions
Define Error Code 1
Define Error Code 2
Define Error Code 3
Define a Model for a Configuration
Define Model Editions for a Configuration to Describe Differences and Distinguish between Variants
Define Model Levels for a Configuration to Describe Differences and Distinguish between Variants
Define the Model Type for a Component
Define New Meter and Meter Type for Usage Reporting
Define the Position Effectivity to Limit the Position Validity
Define Required and Forbidden Component Combinations within a Defined Configuration
Defining a Model Configuration
Defining a Model Configuration and Creating an As-built Configuration
Delete Position
Entering Meter Replacements for Broken Meters
Enter Standard Numbering System
Error Code
Error Code 2
Error Code 3
Equipment
Equipment Alias
Equipment Class (Product Group)
Equipment Components
Equipment Group (Item Group)
Equipment Number
Equipment Structure Header
Equipment Type
Install and Remove Equipment
Level Logic
Manage Locked Records in As-Built Structure in (MOS256)
Mandatory Meter Readings for WOs
Manual Feedback of Meter Readings
Operation Plan (MOS380)
Plant Maintenance
Positions
Register a Component as a Serialized Item and Generate the As-built List
Register Configuration Model as Component
Register Installed Components in an As-built Configuration
Removal/Installation Transaction Types (MOS123)
Set Up and Report System Level Meters in an As-built Structure
Specify Whether Deviations in a Model Edition are Additions or Reductions
Technical Datasheets
Update Meter Readings and Operation Plan from Manufacturing Orders
Update Operation Plan
Using Services with Related Type I for Removal and Installations
Specify Whether Deviations in a Model Level are Additions or Reductions
Source of Meter Readings
Follow up Maintenance
Analyze Complaint Alarms
Maintenance Customer Order Statistics
Update Complaint Alert
Initial Provisioning
Define Document Structure
Enter Hourly Costs per Work Center
Enter Work Center
Initial Provisioning (IP)
IP - M3 Basic Data
Mnt/Ovh/Rep Class
Register Operation Plan
Report Operation
Report Operation with Employee Information
Split Work Order Operation
End to End Processes
Field Service with Direct Purchase (Reported as Misc Cost)
Perform Field Inspection Service for Equipment
Subcontract Service
Warranty Work Order - 100% Settled
MCO Processing
Automatically Create Supplier Invoice Batch for Miscellaneous Cost
Changing Existing Maintenance Customer Order
Check and Adjust Preliminary Invoice Specification
Close Meter Based MCO Lines
Connect an Additional Payer to a Maintenance Customer Order
Creating a Maintenance Customer Order
Create a Maintenance Customer Order Header
Create Miscellaneous Cost Type Defined as an Item
Create Project Budget or Financial Budget from a Maintenance Agreement Quote
Create Service Price Information (Quotation) for a Maintenance Customer Order
Credit an Invoice for Maintenance Customer Order
Credit Limits for Maintenance Customer Orders
Define Maintenance Customer Order Line Charge
Define Maintenance Customer Order Line Discount
Deliver Maintenance Object to Customer
Discounts for Maintenance Customer Orders
Eliminate Redundancies for MCO Quotations
Estimating and Quoting against Work Order
Estimating and Quoting against Work Request
Financial Reconciliation of Warranty Claim
Handling Material Exchange Orders
Handling Material Loan Orders
Handling Material Sales Orders
Handling Normal Maintenance Customer Orders
Identify Fully Estimated Work Order and Create Quotation
Identify Fully Estimated Work Requests and Create Quotation
Identify Planned Operations for Estimate
Manage Maintenance Customer Order with Fixed Pricing Based on Meter
Managing Advanced MCO Quotations
Managing Agreement Contents
Managing Basic Maintenance Customer Order Quotations
Managing Extended Warranty
Managing Insurance Maintenance Customer Orders
Managing Maintenance Customer Order Invoicing
Managing Maintenance Customer Order Quotations
Managing Quotations
Managing Warranty Agreements
Mark Estimate as Complete
Miscellaneous Cost Registration
Move Transactions Between Maintenance Customer Orders and Work Orders
MCO Invoice Error Handling
OEM Claim Processing
OEM Claim Settlement
Override MCO Invoice Payer
Print MCO Invoice
PBH Invoicing for Maintenance Service Agreements
Print and Send Quotation to Customer
Processing Maintenance Customer Orders
Quick Entry of Normal Maintenance Customer Order
Receive Maintenance Object and Update Object Information
Receiving Maintenance Customer Order Object
Release Maintenance Customer Order Line
Release Quoted and Approved Work Orders to Production
Regenerate Invoice Specification
Register Customer Response
Register Maintenance Customer Order Details for Material Exchange Order
Register Maintenance Customer Order Details for Material Loan Order
Register Maintenance Customer Order Details for Material Sales
Register Normal Maintenance Customer Order Details
Repairing Equipment Covered by Warranty
Request Estimate against Work Request
Restart Invoicing
Set WO Status to Indicate that Estimate is Complete and Confirm Estimate
Settings for Credit Limits for Maintenance Customer Orders
Transfer Maintenance Customer Order Transactions to Financial System
VAT on MCO Invoice
Warranty Claim Creation from Maintenance Customer Order Line
Warranty Claim Processing
Warranty Claim Settlement
Warranty Entitlements for Sold Equipment
MCO Maintenance Agreements
Close Maintenance Agreements
Connect an Additional Payer to a Maintenance Agreement Line
Connect Model Individuals and Objects to a Maintenance Agreement to Limit the Agreement Validity
Connect and Prioritize Additional Warehouse to Maintenance Agreement
Create Maintenance Agreement Quote
Define an Agreement-specific Price per Work Center
Define and Apply Price Index for a Maintenance Agreement
Define Charges for a Loan Maintenance Agreement
Define and Connect a General Charge to a Maintenance Agreement
Define Maintenance Agreement for Periodic Accrual Revenues
Define Maintenance Agreement Line Charges
Define a Maintenance Agreement for Calendar-based Periodic Invoicing
Define a Maintenance Agreement Header for a Customer-specific Agreement
Define a Maintenance Agreement Header for a General Maintenance Agreement
Define Maintenance Agreement Line Discount
Define Maintenance Agreement Line with Fixed Labor Cost
Define Maintenance Agreement Line with a Fixed Price Total
Define Maintenance Agreement Line with a Loan Charge
Define Maintenance Agreement Line with Dynamic Price
Define Maintenance Agreement Line with Meter-based Pricing
Define Maintenance Agreement Line with Service Pricing for Time and Material
Define Maintenance Agreement Material Handling Charge per Price Interval
Define Material Handling Charge per Item Group for a Maintenance Agreement
Defining new Maintenance Agreements and Adjusting Existing Agreements
MCO Agreement Monitoring List
Service Agreement Workbench - Overview
Service Agreement Workbench
Service Definitions
Add Activity List to Service Revision
Add Additional Meter to Service Revision
Add Documents to Service
Add Documents to Service Revision
Add Documents to Service Revision Operations
Add Materials and Purchase Requirements to Service Revision
Add Meters to Service
Add Multiple Products to Service
Add Operations and Subcontract Requirements to Service Revision
Add Skill Requirements to Service Revision
Add Tool Requirements to Service Revision
Approve Activities Connected to a Service
Approve Activities Related to Engineering Order Revision
Condition Based Inspections
Connect Activities to Service
Connect Operation Elements to a Service Operation
Connect Operation to Alternate Routing
Connect Preferred Supplier to WO Subcontracting Operation
Connect Related Services to a Service
Connect Related Services to Service Revision
Create a Service by Copying a Work Order
Create Service Revision
Define Basic Settings for Services
Define New Service - Standard Entry
Define New Service – Quick Entry
Define Operations and Material Consumption for a Service
Define Service Effectivity
Defining Basic Service Revision Information
Defining Services to Describe the Jobs that are Performed on an Object
Display in What Other Services a Service Is Used
Enter Operation in Routing
Enter Quantity Limit for Alternate Routing
Enter Queue and Transportation Times
Link Specific Requirements to Work Order Types
Linking Operations, Materials, Skills and Tool Requirements to Service Revision
Maintain Parameters for Queue and Transportation Times
Managing Related Services with Relation Type Z
Managing Service Revisions
Mandatory Relation
Meters
Service Hierarchy
Services
Transfer Service Revision to Production
Work Order Processing
Add Employees to a Work Order Operation
Add Materials to a Work Order Operation
Add Operations to Work Order
Add Permits to Work Order Operation
Add Skills to a Work Order Operation
Add Tools to a Work Order Operation
Change Operation Sequence Number
Change Work Order Operation
Check Component Availability against a Work Order
Check Component Availability for a Work Request
Check Employee Availability for a Work Request
Check Load/Resource Availability - Chart
Check Load/Resource Availability – Graphical
Check Skills Availability for a Work Request
Check Tools Availability and Allocate Tools against a Work Order
Check Tools Availability for a Work Request
Close Work Order
Close Work Order - Return to Service
Close Work Order - Return to Stock
Close Work Order and Update Service History
Complaint - Register Decision
Copy a Work Order to a Planned Work Order
Create Loan / Exchange Purchase Order
Create Planned Work Order
Create a Workscope
Data Collection and Monitoring
Date and Time Calculation for WOs
De-allocate Tools from Work Orders
Defer a Work Order
Define Selection Query for Work Requests
Define a Work Schedule View
Delete Work Order
Deleting Work Order
Delete Work Order Operation
Delete Work Orders and Work Order Operations
Detailed Scheduling
Display Deliveries for Consignee
Display Workload against Work Center
Disturbance Management
Error Code
Estimating Job Content
Estimate Work Request Job Content - Job Instructions
Estimate Work Request Job Content – Labor and Time
Estimate Work Request Job Content – Non-Stocked Materials
Estimate Work Request Job Content - Permits
Estimate Work Request Job Content - Skills
Estimate Work Request Job Content – Stocked Materials
Estimate Work Request Job Content - Tools
Generate Emergency Work Request - Quick Entry
Generate Emergency Work Request - Standard Method
Generate Interval-Based Work Requests - Quick Entry
Generate Interval Based Work Request Manually - Standard Entry
Generate Recurring Work Order Requests Manually
Generate a Selection of Work Requests or Work Orders
Generate Work Request Manually - Quick Entry
Generate Work Request Manually - Standard Entry
Generate Work Request at Work Order Inspection Reporting
Generating Work Requests
Handing Back Equipment and Returning Materials and Tools
Handling Dates in Work Order Scheduling
Handling Work Requests
Hold Work Order
Hose and Kit Assembly Process for Companies Using Maintenance Order
Item Replacement on Work Orders with Kit
Issuing Tools and Materials and Handling Permits
Issuing Work Order Job Instructions
Loan / Exchange Purchase Orders
Loan / Exchange Purchase Order - Receipt
Loan Purchase Order - Return
Maintenance Work Orders
Manage Work Requests in Status 60 or 65
Managing Work Orders with Serialized Items and Quantity Greater Than One
Manually Close Work Order
Master Scheduling
Material Flow for Field Servicing
Monitor Employees Working on Operation
OEM Codes: Single-Level Setup
OEM Codes: Multi-Level Setup
Operation Reporting
Order Initiated Distribution Order or Purchase Order for Work Order Material Line
Order Preparation and Release
Performing Maintenance
Performing Maintenance Availability Checks for Work Order Requests
Planning and Releasing Maintenance Work Requests
Planning Using the M3 Planning Workbench
Prioritize Operations within Work Center
Product Structure
Print Work Order Documents from (MOS146)
Print Work Order Documents as Separate Documents
Print Work Order Documents - Operations per Day
Print Work Order Documents from Work Schedule
Print Work Order Documents from Work Order
Print Work Order Documents from Work Order Survey
Quick Entry of Retrospective Work Order
Reschedule Work Order Operations Using Maintenance Planning Board
Release Work Requests Manually and Individually
Release Work Requests Manually by Fixed Selection
Release Work Requests Manually by Selection Query
Release Work Requests Manually by Work Scope
Releasing Work Requests
Rental Inspection of Non-Lot Controlled Items on Work Orders
Report Operation Start/Stop
Reschedule a Work Order
Reschedule a Work Order Operation
Reschedule a Work Order Operation by Schedule Number
Reset a Stopped Work Order
Restart an Operation by Stopping an Interruption
Return Material on a Work Order Operation
Run Selection Query and Approve or Reject Work Requests
Scheduling Using Maintenance Scheduling Board
Scrap Maintenance Object
Selecting and Approving Work Requests
Update Work Request Status from Planned Work Schedule
Update Work Request Status from Work Request
Updating Work Request Status
Updating Maintenance History Manually
Using OEM Codes in M3
Viewing Maintenance WOs in (PMS230)
Work Orders
Work Order Generation
Work Order Closure
Work Order Pick List for Repairable Items
Work Requests - Maintenance
Work Schedules in Maintenance
Work Order Enabling Work Orders
Set Basic Parameters for Entry of Work Requests
Set Basic Parameters for Quick Entry of Work Requests
Work Order Maintenance Follow-up
Analyze Maintenance Statistics
Analyzing Reliability
Calculate and Display Product Costing for a Service
Create Diagnostics against Equipment
Define Cost Totals
Define Settings for Maintenance Statistics
Define Sorting Orders for Maintenance Statistics
Define Views for Maintenance Statistics
Defining Basic Settings for Maintenance Statistics
Downtime Cost
Maintenance Performance and Costing
Managing Diagnostics
Monitoring Maintenance Statistics
Statistics for Maintenance
Update Maintenance Statistics
Update Maintenance Statistics Initially
Work Order Material Management
Issue Materials Against a Work Order
Issue Materials Linked to a Work Order
Receive Goods Against a Work Order
Register Non-Stocked Materials for a Work Order
Return Work Order Materials
Trigger a Non-Stocked PO Request from a Work Order
Warehouse Priority Rules
Extended Catalog Item in Work Order
Work Order Operation Reporting
Approve Work Order Operation
Close Work Order Operation
Mandatory Approval of Time and Miscellaneous Costs on Work Orders
Processing Time and Miscellaneous Cost Transactions that Require Approval
Report and Close Repair Order Operations
Report Details of Operation - Inspections
Report Details of Work Order Operations with Work Orders
Report Interruption Start for a Work Order Operation
Report Operation Details for Emergency Work Without Work Order
Report Work Order Operation Stop
Report Work Start
Reporting Maintenance
Reporting Operations and Inspections
Reschedule Multiple Work Order Operations
Service Error Report
Start and Stop Permits
Starting Work Order Operations
Stopping, Delaying and Replanning Work Order Operations
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