7/15 Repair & Overhaul Case Management – IW52, Z-Tasking & Documentation

20 question-and-answer flashcards covering key procedures: IW52 navigation, Z-task codes, documentation upload, warranty lookup, and best practices in R&O case management.

Which SAP T-code is the “central hub” for Repair & Overhaul service notifications and Z-tasking?

IW52

In IW52, which tab lists the internal action codes (Z-tasks) and their status?

The TASK tab.

What does the Z-task code Z135 indicate?

Escalation to CSR / CSR action required.

Which Z-task closes a hold by signalling the work can continue?

Z129 – “OK to Proceed.”

What does Z128 "Ready to Release" signify?

All required actions are complete and the unit can be released / shipped.

If a customer wants a unit back with no work performed, which Z-task is used?

Z100 – Return As-Is.

Which Z-task is used when the site wants OMS to offer an exchange unit?

Z104 – Exchange Available / Offer Exchange.

Where in IW52 can you confirm if a unit is under warranty and see warranty dates?

The WARRANTY tab.

What information is typically found in the IW52 General tab header?

Material number, serial number, notification number, sales order, sold-to party, customer PO, contract, etc.

Which IW52 tab shows Sales Org 1000 / Distribution Channel 01 / Division 01?

The ORG DATA tab.

What does ‘SLT’ next to a task line generally mean?

See Long Text – detailed notes are stored in the task’s long-text box.

Steps to upload an amended PO or 8130 tag in IW52 (short version)?

1) Task → Add & Display Photos/Docs 2) Click glasses icon (Display/Change) 3) Choose “Add Photos/Docs” 4) Select file, set Group = General, Export flags = No/No, Save.

How do you view a document already attached to the notification?

Highlight the file in Add & Display Photos/Docs and click “View Details.”

Why should you always record Z-tasks rather than rely only on e-mails?

They create a formal, traceable communication trail that the site, planners, and auditors can see inside SAP.

Difference between the Activities tab and the Task tab in IW52?

Activities tab is mainly for site logging; Task tab holds Z-tasks and CSR/site communication.

What two mandatory fields must be filled when putting a Salesforce case On-Hold?

Escalated To (owner/group) and Case Comments (reason / next update).

Where can you quickly locate the customer’s contract number inside IW52?

In the General tab header (Contract field).

What document proves airworthiness and is often requested post-shipment?

FAA Form 8130 (Airworthiness Approval Tag).

Which two values can be used to enter ZIWBN to fetch docs?

Sales Order number or Notification number.

If a Z-task you sent was ‘completed’ but no answer was given, what should you do?

Check ‘Completed By’ in the task line, IM or e-mail that person for details, and escalate if needed.