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.
• To prevent creation of multiple Y3 notifications for the same Maintenance Event, an enhancement will be implemented under “ERP-349 UI Extensions in Create Maintenance Notification App.” This enhancement will ensure control and validation during notification creation.

• 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

The enhancement will follow SAP standard security and authorization framework to ensure data integrity and controlled access during the creation of Settlement Rules in Maintenance Orders.

Configuration Requirements

Not Applicable

Language Requirements

Not Applicable

Special Requirements

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

• 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

When the system starts creating a settlement rule for an order, the exit IWO10027 is called.

Data Source Considerations

Data Validation Considerations

Custom Tables

Not Applicable

Master Data

Not Applicable

Configuration Table

Not Applicable

Selection Screen Enhancement

Not Applicable

Processing Logic

• Trigger Point:

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

  • The exit IWO10027 is called.

• 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

Please provide some guidance and/or test data to help the developer unit test the enhancement. Please include both positive and negative testing (to validate error situations handling). The developer will need to test repeatedly, so where appropriate provide instructions to reverse the actions performed so the test may be run again or explain how to create new input data to the test. The developer will need logons for test users representing the various roles within the approval process.

Test Conditions and Expected Results

Test Considerations/Dependencies

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Other Information

Development Details

Package

Enhancement Implementation

Other Development Objects

Appendix

Custom Authorization Group Naming Convention

This table is based on the Syensqo development standards document. It provides the naming conventions for authorization groups to associated with custom reports and tables to comply with security requirements.

See also

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Change log