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Lesson 5 of 5

Testing call generation

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Preventive maintenance fails quietly. A broken corrective process is noticed the same day; a broken maintenance plan is noticed months later, when a compressor that should have been serviced in April fails in June. That is why call generation needs deliberate tests, with dates worked out in advance and compared with what the system actually creates.

Design the expected dates first

For each test plan, write down the cycle start, cycle, offset, call horizon, shift factors and tolerance, and calculate by hand the expected planned dates and call dates for the next three calls. Then schedule the plan and compare. SAP's scheduling overview and simulation (IP19) let you check future dates without creating orders, which is useful before go-live. Because testers cannot change the system date, Priya's team uses cycle start dates in the past and short test cycles in CMQ to bring calls into the window.

TestSetupExpected result and evidence
Single-cycle startHoist plan, 12-month cycle, start date 11 months ago, horizon 90%One call now; order PM02 with the inspection operations; planned date one month out
Strategy hierarchyCompressor plan with 1M, 3M and 12M packages; date when all are dueOne order with the operations of the highest-hierarchy package due, not three orders
Late completion shiftComplete a call 15 days late; late shift factor 100%Next planned date 15 days later than the original rhythm
ToleranceComplete 2 days early; tolerance 10% of 30 daysNo change to the next date
Completion requirementLeave the hoist call open; run deadline monitoringNo new call until the open one is completed
Performance-based callEnter readings that pass the 2,000 h threshold minus horizonOverhaul order created on the next deadline monitoring run
Bad readingEnter a reading lower than the previous oneSystem rejects it unless counter replacement is used
Deadline monitoring jobRun the scheduled job for plant 1710Only due plans called; job log shows calls created

Contoso's call generation tests.

  1. ExpectedPlanned and call dates worked out by hand, with operations per call
  2. ScheduleStart the plan or run deadline monitoring
  3. Scheduling listCompare planned and call dates in the plan's scheduling overview
  4. OrderCheck type, object, operations, components and dates on the created order
  5. CompleteTECO the order and check the next date against the expected shift
The test loop for each maintenance plan.
The Sign-Off Table · thesignofftable.com/academy/sap-eam-203

Conversion: converted plans and cutover

Contoso's plans come across from ECC with their scheduling history. Two risks follow. First, during the 60-hour cutover window nothing runs, so on Monday morning deadline monitoring may create several days of calls at once; that is expected, but the volume must be understood. Second, if the deadline monitoring job runs in both EP1 and the new production system around cutover, duplicate calls appear. Luis's cutover plan stops the job in EP1 before the conversion starts and releases it in CMP only after the business validation step. Priya's test compares the scheduling overview of a sample of plans in EP1 and SAP S/4HANA after each mock conversion.

Deadline monitoring around cutover: stopped in EP1 before the window, released in CMP only after business validation, with a known catch-up volume on Monday.
The Sign-Off Table · thesignofftable.com/academy/sap-eam-203

What would you do?

After mock conversion 2, a tester finds that the compressor plan in CMQ shows its next planned date one month earlier than in EP1. All other sampled plans match. What should Priya's team do first?

PlanExpected call dateExpected planned dateExpected operationsActual
Hoist 10000480, single cycle 12MTodayToday + 1 monthAnnual safety inspectionMatch
Compressor 10000460, 3M packageMar 17Apr 10010, 0020Match
Winding machine 10000451, 2,000 hNext run after reading crosses 1,800 hAbout when 2,000 h is reachedSpindle overhaulOrder one run late: defect logged
A call generation test record: expected against actual.
The Sign-Off Table · thesignofftable.com/academy/sap-eam-203

Do not forget the orders the calls create. A call on the right date with the wrong operations, a missing component or the wrong order type is still a failure. Check each created order against the task list and the maintenance item, then run it through release, confirmation and technical completion so the next date can be checked too. The full loop is what proves the plan works year after year.

The cutover pauses deadline monitoring; the first run in SAP S/4HANA creates catch-up calls, and Rosa compares them with an expected list prepared before the weekend.
The Sign-Off Table · thesignofftable.com/academy/sap-eam-203

In SAP S/4HANA Cloud Public Edition, deadline monitoring runs as a scheduled application job set up in the Fiori job apps rather than an IP30 background job; the logic and the tests are the same.

Key points
  • Calculate expected planned and call dates before testing, then compare.
  • Test the parameters you rely on: hierarchy, shift factors, tolerance, completion requirement, readings.
  • Evidence is orders created on the expected dates with the expected operations.
  • In a conversion, control deadline monitoring around cutover and compare converted plans with ECC.

Check your understanding · not graded

Lesson check

  1. 1. What is the core evidence for a call generation test?

  2. 2. How can testers check future plan dates without creating orders?

  3. 3. Why does Luis stop deadline monitoring in EP1 before the conversion?

  4. 4. Why does Rosa prepare an expected list of calls before the cutover weekend?