Point abouts stock& Non-stock items:
1. We need material to do maintenance of equipments.
2. Either this material is available in store or it is not available in stock.
3. If it is a stockable material then store keeper will take care of its availability in store. He
will monitor its stock quantity and purchase it when ever there is any shortage.
4. You can issue the stockable material thru reservation.
4. For those material which are not stockable but still they are used by maintenance
department or there is a new material required for maintenance, then maintenance
department will create a Purchase requisition.
5. When you are working in SAP for stockable material you will select item category ' L'. You
will get a reservation no. since this material is stockable therefore it will be available in store.
6. For material which is not available (other than stock material) in store, choose item
category 'N'. PR will triggered from maintenance order and purchase department will take
care of rest of the activities.
Please don't get confused. Coordinate with MM consultant in your team.
That's probably why PR is getting generated. Please use Item category "L" for all stock items.
You can default the item category based on Material type through config(SPRO > PM>
Maintenance and service processing > Maintenance orders> General data > Define default
values for component item categories. You can use the user exit CNEX0026 For additional
checks to make sure that the user doesn't manually enter "N" item category for stock
material types.
Picture Description
The flowchart illustrates the Break-Down Maintenance Order process for Stock or Non-
stock Material within an SAP system, covering integrated modules like PM (Plant
Maintenance), MM (Materials Management), and FICO (Financial Accounting &
Controlling). Below is a detailed breakdown of the flowchart’s steps:
Plant Maintenance (PM) Activities
Create Malfunction Notification (Transaction Code: IW21): A malfunction
notification is created to document the breakdown.
Analyze the Break-Down Issue & Update Mal-fun Start Date: The maintenance team
analyzes the breakdown and updates the malfunction start date.
Attend the Machine & Check the Break-Down Condition: Technicians physically
inspect the machine to assess the breakdown condition.
If Any Spares Required? (Yes/No): A decision is made on whether spare parts are
needed:
Yes: Proceed to create a break-down maintenance order.
No: If no spares are required, the notification downtime is updated, and the
notification is closed.
Create Break-Down Maintenance Order (Transaction Code: IW31): A break-down
maintenance order is created based on the analysis.
Assign Work Permits if Required: If necessary, work permits are assigned to the
maintenance order.
Plan Components for Break-Down Order: Planning for the required components
begins.
Stocks Available? (Yes/No): A decision is made on whether the required components
are in stock:
Yes: A Reservation for Stock Item is created (Transaction: MB21).
No: A Purchase Requisition for Non-stock Item is generated.
Time Confirmation for Operations (Transaction: IW41): Work time is recorded and
confirmed for task completion.
Update the Malfunction End Date (TECO) for Order: The malfunction end date is
updated, marking the technical completion of the order.
📦 Materials Management (MM) Actions
Goods Issue against Reservation (Transaction Code: MIGO): The goods issue process
is triggered for stock items reserved for the maintenance order.
Create PO against Non-stock PR (Transaction Code: ME21N): A purchase order is
created based on the purchase requisition for non-stock items.
Goods Receipt Process (Transaction Code: MIGO): The goods receipt process is
carried out for received non-stock materials.
💰 Finance/Controlling (FICO) Steps
Invoice Verification (Transaction: MIRO): Process vendor invoices for purchased
materials.
Business Completion for Order: Finalize the order from a business perspective.
Settlement for Order (Transaction: KO88): Settle costs associated with the
maintenance order.
🔗 Key Integration Points:
PM to MM: Material requirements trigger goods issue or purchase processes.
MM to FICO: Material movements and purchases initiate financial transactions.
PM to FICO: Completed maintenance orders are settled in the controlling module.
