The Planner's Bench — Practice Simulator Scenarios

Status: DRAFT | Unverified until owner sign-off. Format follows The Planner's Bench playbook DRAFT v0.2, which is still awaiting owner approval. Terms: PM = Plant Maintenance; TECO = technical completion (technically completed status); I&E = Instrumentation and Electrical These are guided paper scenarios, not a live system. All data is made up and labeled 'Example data'. Screen-level field names aren't sourced: TBD: owner to supply.

Scenario IW31: Create a maintenance order

Setup: Example data: a made-up pump equipment record with a task list. Real IDs: TBD: owner to supply.

Steps

1. Open IW31 and enter the order data and reference object. Screen fields: TBD: owner to supply.
   • SAP transactions: IW31
   • Sources: [S11]
2. Reference the task list and enter the dates. The operations are copied over.
   • SAP transactions: IW31
   • Sources: [S3][S11]
3. Review each operation: work center, hours, duration, number of people, control key. Adjust in IW32 if needed.
   • SAP transactions: IW32
   • Sources: [S11]
4. Assign components. Stock items create reservations, and non-stock items create purchase requisitions (PRs).
   • SAP transactions: IW32
   • Sources: [S12]

Expected result: An order exists with its operations copied from the task list, stock components reserved, and PRs for non-stock items [S3][S11][S12].

Common mistakes

• Typing operations by hand instead of referencing the task list [S3].
• Using an order for routine PM that should come from the plan [S11].

Scenario IP10: Start (schedule) a maintenance plan

Setup: Example data: a made-up single-cycle transmitter calibration plan (IP41) with a 90-day cycle.

Steps

1. Open IP10 for the plan and start it. Start date field details: TBD: owner to supply.
   • SAP transactions: IP10
   • Sources: [S10]
2. Check the call horizon. With 80% on a 90-day cycle, the call comes after 72 days Unverified.
   • SAP transactions: IP10
   • Sources: [S9]
3. Review the scheduled dates.
   • SAP transactions: IP19, Scheduling Overview and Simulation; IP24, Scheduling Overview List Display
   • Sources: [S10]
4. Confirm that ongoing scheduling runs through deadline monitoring.
   • SAP transactions: IP30, Deadline Monitoring (program RISTRA20); IP30H, Mass Schedule Maintenance Plans (newer releases only) Unverified
   • Sources: [S8][S10]

Expected result: The plan is scheduled, call dates are visible in IP19/IP24, and call objects are created when they fall due [S9][S10].

Common mistakes

• Never starting the plan: no call objects are ever created [S10].
• Setting a call horizon too late for material lead time [S9].

Scenario IW41: Individual time confirmation

Setup: Example data: a released, made-up pump PM order with two operations.

Steps

1. Open IW41 for the order and operation. Field layout: TBD: owner to supply.
   • SAP transactions: IW41
   • Sources: [S22]
2. Enter the work center, the person, start and finish, and any readings. I&E variant: on a transmitter calibration order, enter the as-found and as-left values [S23][S7].
   • SAP transactions: IW41
   • Sources: [S23]
3. Confirm one operation partially, then confirm the other finally.
   • SAP transactions: IW41
   • Sources: [S23]
4. Check the order status: partially confirmed until all required operations are finally confirmed.
   • SAP transactions: IW33
   • Sources: [S23][map I]

Expected result: The confirmations are recorded and the order status reflects partial or final confirmation [S23].

Common mistakes

• Setting TECO before all labor is confirmed [S14].
• Leaving out readings such as vibration or as-found values [S23][S7].

Public sources

• [S3] SAP Learning — Using Maintenance Task List: https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/using-maintenance-task-list_d763c67c-2b76-4916-9aab-4625c59c09f6
• [S7] SINTEF PDS — Guideline for follow-up of SIS in the operating phase (2021): https://pds-forum.com/wp-content/uploads/2022/09/SINTEF-pds-report-guideline-for-follow-up-of-sis-in-the-operating-phase-2021-edition.pdf
• [S8] SAP Learning — Using SAP GUI-Based Functions for Single-Cycle Plans (IP41/42/43, IP30, RISTRA20): https://learning.sap.com/courses/exploring-preventive-maintenance-in-sap-s-4hana-asset-management/using-sap-gui-based-functions-for-single-cycle-plans (link returned 404 on Oct 25, 2026; replacement needed); alternative third-party catalogs: https://www.tcodesearch.com/sap-tcodes/IP41 , https://www.tcodesearch.com/sap-tcodes/IP42 , https://www.tcodesearch.com/sap-tcodes/IP43
• [S9] SAP Learning — Scheduling a Single Cycle Plan (call horizon, 90-day example, LOG_EAM_CI_6, monitoring tasks): https://learning.sap.com/courses/exploring-preventive-maintenance-in-sap-s-4hana-asset-management/scheduling-a-single-cycle-plan (link returned 404 on Oct 25, 2026; replacement needed)
• [S10] SAP Learning — Scheduling Maintenance Plans (IP10, IP30H, IP19, IP24; no scheduling = no call objects): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/scheduling-maintenance-plans_a1924dce-60b5-496d-b81a-563df3bb9655
• [S11] SAP Learning — Creating Orders (IW21, IW31, IW32, operations): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/creating-orders_ed9d6206-5dcd-440a-a0d5-9252217d16d9
• [S12] SAP Learning — Planning Material and Services (components, reservations, PRs): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/planning-material-and-services_aef816cb-fcb7-48e6-b9f9-da9247e433af
• [S14] Oxmaint — SAP PM Work Order Completion Checklist (261/262, MIGO, confirm before TECO) [vendor blog, secondary]: https://oxmaint.com/sap-integration/sap-pm-work-order-completion-checklist
• [S22] SAP Learning — Confirming Notifications and Orders (IW41/42/44/48, technical confirmation, history): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/confirming-notifications-and-orders_a770ddba-efe8-4cec-8153-085703160e68
• [S23] SAP Help — Completion Confirmation (contents, partial/final): https://help.sap.com/doc/b183ce53118d4308e10000000a174cb4/700_SFIN3E%20006/en-US/18f4b853dcfcb44ce10000000a174cb4.html
• [map I] https://www.tcodesearch.com/transaction-codes/PM/list

Verification log

• Verified by: [owner] | Date: [ ] | Notes: [ ]