Workshop:
Preventive
Maintenance
June 20, 2006
Project Goals
Implement SAP Plant Maintenance system





Provide integration with Financials, HR, and Materials
Allow enhanced scheduling and planning for work assignments
Provide work scheduling as well as management reporting tools
Accommodate the use of mobile technology to reduce paperwork
Accommodate the use of GIS with SAP
 Improve automated updates to customers about the status of work
 Implement a Preventive Maintenance system for buildings, areas, and
equipment
 Utilize standard SAP functionality to collect utility usage and cost
information for recharge calculations
Agenda
Introduction
Discussion of Task Lists
Discussion of Maintenance Plans
Discussion of Plan Scheduling
Preview of Next Blueprinting Session
Other Discussion
What is a Task List?
A task list is a maintenance procedure.
It includes planned labor and materials.
There are three types of task lists:
General Task Lists
Functional Location Task Lists
Equipment Task Lists
A task list looks very much like a planned order, without dates!
What is a Task List?
Why 3 Types?
The General Task List is used as a “model” maintenance procedure. The
work goes into the procedure planning and then this is copied to
specific Functional Location (building, room) and Equipment task lists.
A Functional Location task list may ONLY be used for preventive
maintenance for that specific functional location.
An Equipment Task list may ONLY be used for preventive maintenance for
that specific piece of equipment.
STOCK materials and labor may be planned on any task list type.
NON-STOCK materials, services, and text items from the Equipment or
Functional Location BOM may be planned on Equipment or Functional
Location Task Lists.
Naming a Task List
Functional Location and Equipment task lists have sequentially assigned
numbers. The task lists are found using the Equipment or Functional
Locations.
General Task lists may have either numbers assigned by SAP or may have
alphanumeric names. The length of the name field is 8 characters.
(This may be useful for Medical Center WHUPOS).
Creating a General Task List
There are separate transactions for Functional
Location, Equipment, and General Task Lists.
Creating a General Task List
This task list is being given the name
“TEST0613,” rather than allowing SAP to
assign a name.
Creating a General Task List
The task list is given a description and default
work center.
Creating a General Task List
A short description, labor estimate, number of
workers is entered.
Creating a General Task List
As much long text as is required may be
added. This is copied to the work order when it
is created.
Creating a General Task List
A stock part is added and the task list is saved.
Creating an Equipment Task List
Creating an Equipment Task List
The equipment number is the “name” of the
task list.
Creating an Equipment Task List
A task list already exists for this equipment.
Select “+” to add another.
Creating an Equipment Task List
A description and default work center are
entered.
Creating an Equipment Task List
A description for the operation, the labor, and
number of workers is entered.
Creating an Equipment Task List
From the component screen, the Component
Selection button is chosen to select parts
from the Bill of Material.
Creating an Equipment Task List
As many parts as are appropriate are
selected.
Creating an Equipment Task List
Notice that stock, non-stock, and text items
may be chosen from the BOM.
The Functional Location Task List is similar
to the Equipment Task List.
What is a Maintenance Plan?
A maintenance plan associates:
A Task List
An object to be maintained
Functional Location
Task List
A maintenance cycle
Some parameters around order creation
Creating a Maintenance Plan
This example will create a simple “singlecycle” maintenance plan based on the
calendar (rather than a measurement point).
Creating a Maintenance Plan
There are also “strategy” and “multiple
counter” maintenance plans.
Creating a Maintenance Plan
SAP may assign a number or one may be
entered. This is a 12 character alphanumeric
field.
Creating a Maintenance Plan
Creating a Maintenance Plan
Creating a Maintenance Plan
The “Call Horizon” determines how far into the maintenance cycle the order
should be generated. This is a monthly plan, so 90% will generate the order 3
days before it is due.
The “Time-Key Date” tells SAP to generate the order on the same day each
month (rather than every 30 days).
Scheduling a Maintenance Plan
Creating the Maintenance Plan assigns a cycle and some order parameters.
Scheduling start this plan running to create orders.
Scheduling a Maintenance Plan
Enter the plan number.
Scheduling a Maintenance Plan
Notice that no scheduling has been done.
Scheduling a Maintenance Plan
Click “Start”. SAP suggests the current date to start the plan.
Note: The first order is created at the END of the cycle. (If you want an order
from a monthly plan tomorrow, start it 29 days in the past.)
Scheduling a Maintenance Plan
The first order will be created with a start date of 6/14/2006.
Topics For Next Blueprinting Session
Determine High Level Reporting Requirements
Please bring your thoughts on current reports which are
used frequently in your area.