Master Data
Daily
Quartely /Semi-Annual
BKU Activities
Overview
Logistic Monitoring
Monthly Activities
Weekly
Resources
Click on icons to discover more
BKU Activities Completed!
Complete the task below to jump to the next chapter
Monthly Activities
As a BKU, some activities that you need to do monthly are:
- Check AutoOpen SP-Lean Organization - Power BI
- Check Zero Cost Closed Orders Lean Organization - Power BI
- Clean old COPS Processing error not handled by planners/Dispatcher.
- Read the Act! Monthly release note and communicate the most essential remarks back to your colleagues, Business Process Management & Transformation - Release Notes - Release_Notes_Overview.
- Plan (bi)monthly trainings to communicate (30 minutes to a 2-hour session, "lunch-n-learn"?…)(re)training calendar - (eg. share and train new functionality from COPS or the BKU Quarterly call)
Links in Resource Icon
Logistic Monitoring
Depending on your customer center, the responsibilities might differ, In general, there is a benefit to monitor, correct, and own all of these cases/flows/setups by a single person/team, for both service and logistic flows. It does require that a single person identify training requirements or corrections in the order entry process or setup for both flows to prevent these errors! Our recommendation for this ownership would be with the Logistics Team as they have the required deeper understanding of system functionality, limitation and or dependencies.
Weekly activities
As BKU, you need to check weekly on some KPIs to control your process. Click on the chain next to every KPI to check its details ( All of them can be found in Vision Air OPS)
- Check notification in Backlog
- Clean late delivery orders
- Clear Order TECO not CLSD
Ensure that all WIP/Backlog orders with a backlog of more than 90 days have a WIP code (entry date less than one month).
Is your Data still accurate?
Having the correct setup data is key to a good start. There are some questions that you can ask yourself and your team for better performance. Request support to your GPE.
- Is the Auto Open table still accurate?
- All plannergroups listed with correct planners in SAP?
- Are you satisfied with your Autoclose results? Should you increase limits or introduce new order types?
- Did your sales regions/plannergroup setup change?
- Are Additional services orders being created against the correct equipment with the right material number?
- Create and maintain basic setup for (new) users
- SAP 'own data’
- Worklist
- Epad filters
COPS & MAM2 Quarterly / Semi-Annual
COPS public holiday & absences planning. Mass load the public holidays through the settings menu!. Avoid your planners spending time on manually putting in the public holidays!!
MAM2, Is the technician's list up to date? , check in the following link:
Vision Air People
Did you stop MAM² accounts for FSEs who left the company or changed position? This will also remove FSE from the planning board and VisionairOPS
Check if their PCNF orders have been reassigned?
Resources
*Click on the Picture above to access (except COPS)
Vision Air:
Master Data:
COPS: Feedback Button
Master Data Management
OrderEvaluation (newWAnT), MAM², ECB Tool, VisionAIR: MyQuest:
SAP/Epad: service-now Global ERP Systems SAP Act! Global ERP Systems
*Click on the Picture above to access (except COPS)
Click here to continue
Daily Activities
- Keep your business, your customer center, your colleagues, and your customers up and running!
- Answering questions from users, support, looking for the answer in:
- CTS Encyclopedia
- Text Search
- Training Material
- Creation and follow-up of Snow/MyQuest tickets.
- Global ERP Systems - Atlas Copco Group Service Desk (service-now.com)
- MyQUEST (atlascopco.com)
- Escalate/ ask GPE when you did everything you could and couldn't find a solution
Overview
An Overview of those daily, weekly, monthly, maybe even quarterly to yearly activities/tasks that you need to check as BKU responsibilities for CTS.
- Daily
- Weekly
- Monthly
- Quarterly / Semiannual
Go back to the main Page and explore other Activities
Quartely /Semi-Annual
Fernando Serna
Created on October 8, 2025
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Advent Calendar
View
Tree of Wishes
View
Witchcraft vertical Infographic
View
Halloween Horizontal Infographic
View
Halloween Infographic
View
Halloween List 3D
View
Magic and Sorcery List
Explore all templates
Transcript
Master Data
Daily
Quartely /Semi-Annual
BKU Activities
Overview
Logistic Monitoring
Monthly Activities
Weekly
Resources
Click on icons to discover more
BKU Activities Completed!
Complete the task below to jump to the next chapter
Monthly Activities
As a BKU, some activities that you need to do monthly are:
Links in Resource Icon
Logistic Monitoring
Depending on your customer center, the responsibilities might differ, In general, there is a benefit to monitor, correct, and own all of these cases/flows/setups by a single person/team, for both service and logistic flows. It does require that a single person identify training requirements or corrections in the order entry process or setup for both flows to prevent these errors! Our recommendation for this ownership would be with the Logistics Team as they have the required deeper understanding of system functionality, limitation and or dependencies.
Weekly activities
As BKU, you need to check weekly on some KPIs to control your process. Click on the chain next to every KPI to check its details ( All of them can be found in Vision Air OPS)
- Clear Order TECO not CLSD
Ensure that all WIP/Backlog orders with a backlog of more than 90 days have a WIP code (entry date less than one month).Is your Data still accurate?
Having the correct setup data is key to a good start. There are some questions that you can ask yourself and your team for better performance. Request support to your GPE.
COPS & MAM2 Quarterly / Semi-Annual
COPS public holiday & absences planning. Mass load the public holidays through the settings menu!. Avoid your planners spending time on manually putting in the public holidays!!
MAM2, Is the technician's list up to date? , check in the following link:
Vision Air People
Did you stop MAM² accounts for FSEs who left the company or changed position? This will also remove FSE from the planning board and VisionairOPS Check if their PCNF orders have been reassigned?
Resources
*Click on the Picture above to access (except COPS)
Vision Air:
Master Data:
COPS: Feedback Button
Master Data Management
OrderEvaluation (newWAnT), MAM², ECB Tool, VisionAIR: MyQuest:
SAP/Epad: service-now Global ERP Systems SAP Act! Global ERP Systems
*Click on the Picture above to access (except COPS)
Click here to continue
Daily Activities
Overview
An Overview of those daily, weekly, monthly, maybe even quarterly to yearly activities/tasks that you need to check as BKU responsibilities for CTS.
Go back to the main Page and explore other Activities