High- Level Specification

Functional Overview

The purpose of this enhancement is to introduce a validation and logic control during the creation of Settlement Rules in Plant Maintenance Orders.
Settlement rules are created automatically in line with standard SAP behavior, based on the order type configuration and assigned settlement profile. For Turnaround scenarios, the settlement should go to the WBS Element associated with the Turnaround event.

The enhancement will intervene at the moment of Settlement Rule creation (not necessarily during Order Release), check whether the Maintenance Order is part of a Turnaround (via Revision/Maintenance Event field), and assign the correct receiver type accordingly.

Scope and Objectives

• Enhancement of Settlement Rule creation logic in PM Orders (via BAdI or Enhancement Spot).

• Automatic determination of WBS element for Turnaround-related orders.

• Preserve standard settlement behavior for all non-Turnaround orders (no impact or modification).

To ensure correct and automated determination of the appropriate settlement receiver (WBS element for Turnaround scenarios), while all other PM orders follow the standard settlement rule logic, maintaining compliance with project cost accounting principles.

Assumptions

• Y3 notification type is available and configured in the system.

• Relevant users have Fiori app access (Change Maintenance Order)

• Each Turnaround Order has at least one Maintenance Event/Revision assigned.

• Notifications with the same REVNR contain the correct WBS element to be used for settlement.

• Standard SAP PM settlement logic is assumed to be functioning correctly for non-turnaround orders.

• Users creating maintenance orders have appropriate authorization for reading notifications and WBS elements.

Dependencies

• Fiori app configuration for notifications and orders.

• Y3 Notification must have WBS element assigned.

• Y3 notification type is configured.

• BADI implementation must be activated in the system for settlement rule enhancement.

• Integration with PS module (for WBS element retrieval) must be in place.

• Other custom developments interacting with AFIH, VIQMEL, or settlement rules must not conflict with this logic.

Security, Integrity and Controls

TBD

Configuration Requirements

The following configuration changes are required to support the enhancement:

• Implementing BADI for settlement rule creation

• No additional customizing required for standard settlement logic.

Language Requirements

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Special Requirements

• Ensure performance is not impacted when processing large numbers of orders or notifications.

• In case of multiple notifications for the same Maintenance Event, implement a rule to select the correct WBS.

• If future integrations consume WBS or settlement data, ensure compliance with their data structure and format.

Design Rationale

Functional Requirements

• Check Order:

  • Validate if the order is PM Order AUFK-AUTYP.

  • Check if the Maintenance Event/Revision (REVNR) field is filled in the order (AFIH).

• Retrieve Maintenance Event:

  • If REVNR exists, go to the maintenance notification (VIQMEL) and populate Y3 (QMART) with the REVNR value from the order.

• Identify WBS Element:

  • For the maintenance notification matching this Maintenance Event/Revision (REVNR), retrieve the associated WBS element (PSP_NR).

• Settlement Rule Creation:

  • For all orders with this Maintenance Event/Revision, create settlement rule to the retrieved WBS element.

  • If no REVNR is found, continue with the standard settlement rule logic.

Proposed Technology to Use

TBD

Data Source Considerations

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Data Validation Considerations

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Custom Tables

Not Applicable

Master Data

<Title Custom Table 1>

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Configuration Table

Not Applicable

Selection Screen Enhancement

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Processing Logic

• Trigger Point:

  • Enhancement is triggered when the system attempts to create a settlement rule for a maintenance order.

• Check Maintenance Event:

  • Validate if the order is PM Order from table AUFK, 

    • Fill AUFNR, check if AUTYP = ''30'' 
  • If it is, then read the order from table AFIH, field AUFNR

    • If field REVNR (Maintenance Event) is blank, proceed with standard SAP settlement rule logic.

• Check Related Notification:

  • If REVNR is filled, check table VIQMEL for any notification where:

    • QMART = 'Y3' 

    • REVNR = <Order’s REVNR>

• Determine Settlement Receiver:

  • If such a notification exists:

    • Read PSP_NR (WBS element) from the notification.

    • Create settlement rule for WBS element.

  • If no matching notification found:

    • Contunie with standard SAP settlement rule logic.

• Validation Checks:

  • Ensure WBS element or Cost Center is valid and open for posting.

Volumetrics

Not Applicable

Performance Considerations

Not Applicable

Error Handling

Testing

How to Test

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Test Conditions and Expected Results

Test Considerations/Dependencies

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Other Information

Development Details

Package

Enhancement Implementation

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Appendix

Custom Authorization Group Naming Convention

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See also

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Change log