SAP-PM
User Guide
Release V1.0
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1
PM MASTER DATA CREATION
( FUNCTIONAL LOCATION )
Training & User Manual
Functional Location Master
Purpose
The business object “Functional location” is an organizational unit within Logistics that
structures the maintenance objects of a company according to functional, process-related or
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spatial criteria. A Functional location represents the place at which a maintenance task is to
be performed.
1. A Functional location represents the system area at which an object can be installed.
The objects that can be installed at Functional locations are called pieces of
equipment
2. You define and manage each Functional location in the Plant Maintenance (PM)
component in a separate master record.
3. You can build up a separate maintenance history for each Functional location
Prerequisites
SAP R/3 component involved: SAP PM, Master data like Company code, Cost Center etc
have been created.
Process Flow
This scenario shows you how to create new Functional location in the SAP System, Change
the existing Functional location, and displaying Functional location.
In case new machine is installed in the system then either you have to install it in an existing
Functional location or you have to create new Functional location depending on the definition
of object.
1. Creating Functional Location.
1.
2.
To create Functional Location choose the transaction by one of the following
navigation options:
Menu path
Logistics  Plant maintenance  Management of
Technical Objects  Functional Location  Create
Transaction code
IL01
Enter the following data in the Input screen to create Functional location:
Field name
User action and
values
Comment
Structure Indicator
AGIL
Functional
Location Label
1002-CNC4
Description for Structure Indicator
(Functional Location Hierarchy is made
uniform through this indicator.)
Enter the label you wish to give for new
machine or location following the edit
mask format.
To categories Functional Location which
can be used for analysis and reporting.
Functional Location
Category ( R )
M
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3.
Choose Enter.
4.
Go to the tab strip “General Data” and populate the relevant data.
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Field name
Description
5.
User action
and values
(R)
Comment
Functional Location Name /
Description
Weight
Populate the field value if Required
Size/dimension
Populate the field value if Required
Start-up date
System starts up date. ( It is the date
from which the system is in
Operational)
The content of the field is used by the
system - when calculating the mean
time between failures - to calculate
the length of time without
malfunctions occurring during
operation until the first breakdown.
AcquistnValue/Cur
ency
Populate the field value if Required
Manufacturer
Populate the field value if Required.
This will enable you to obtain
Manufacturer analysis in PMIS.
Manufacturer wise analysis of
technical object is possible
Mfg. Country
Populate the field value if Required
Model number
Populate the field value if Required
Constr. yr/mth
Populate the field value if Required
ManufPartNo.
Populate the field value if Required
ManufSerialNo.
Populate the field value if Required
Go to the tab strip “Location” and populate the relevant data.
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6.
Field name
User action
and values
Comment
MaintPlant ( R )
1002
Enter the maintenance plan
Location
(O)
Enter the location (Asset) from the
drop list which can be used for
Location Analysis.
Room
(O)
The field( free text) is used for information
purposes, and can be used as a sort
criterion in reports
An indicator that is assigned by the
procedure of ABC analysis.
You can enter a company-specific sort
term in this field for the technical object.
You can also define a match code for the
field.
ABC indic. ( R )
Sort field
A
(O)
You can fill this field for person specific
responsibility in the organization
Plant Section (O)
7. Enter the following Organization data: Go to the tab strip “Organization” and populate
the relevant data
Field name
Comp Code ( R )
Cost Center ( R )
User
action and
values
Comment
Enter the company code. Automatically
derived once Maintenance plant is
populated.
Enter cost center in which the
maintenance cost will be settled through
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Field name
User
action and
values
Comment
maintenance order settlement.
Planning plant ( R )
Enter the planning Plant
Planner group ( O )
Enter the responsible planner group
Main WorkCtr ( O )
Enter the responsible work centre to
carryout maintenance works
Catalog Profile ( O)
This is used for failure analysis in
Notification. We can assign technical
object wise Catalog profile for individual
functional location through this field
7. Enter the following Structure data: Go to the tab strip “Structure” populate the relevant
data.
Field name
User action
and values
Enter
Superior
Functional
Location.
Automatically derived if the hierarchy is
maintained based on the structure indicator.
Material number under which pieces of
equipment/FL of the same construction are
grouped.
Superior Funct.
Locn.
ConstType
Eqpt Instln allowed
Single Installation
Comment
X
Check this for Equipment installation is allowed.
Check if only one equipment installation allowed
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8.
Choose SAVE or (Ctrl+S).
At the bottom of the screen, the system outputs the message: Functional Location 1002CNC4 is created.
2. Display Functional Location:
1. To display the Functional Location access the transaction choosing one of the following
navigation options:
Menu path
Logistics  Plant maintenance  Management of
Technical Objects  Functional Location 
Display
Transaction code
IL03
2. On the Display Functional Location: Initial screen, enter the following data:
Field name
User action
and values
Comment
Functional loc
1002-CNC4
Enter the Functional Location you want to
display.
Str Indicator
AGIL
AJAY GROUP OF INDUSTRIES LTD
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3. Choose Enter.
The screen will be displayed.
You can then choose Document  Display <-> Change (Ctrl+F1) to switch to the change
mode and change certain details in the screen.
3. Change Functional Location
1.
2.
To change the Functional Location , access the transaction choosing one of the
following navigation options:
Menu path
Logistics  Plant maintenance  Management of
Technical Objects  Functional Location 
Change
Transaction code
IL02
Enter the following data:
Field name
User action
Comment
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and values
Functional loc 1002-CNC4
Str Indicator
AGIL
Enter the Functional location you wanted to
change.
AJAY GROUP OF INDUSTRIES LTD
3. Choose enter
4. Change the required fields you want to change...
5.
Choose Save OR (Ctrl+S)
The document will be saved with necessary changes done.
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4. Functional location Structural Display
1.
For structural display of Functional location , access the transaction choosing one of
the following navigation options:
Menu path
Logistics  Plant maintenance  Management
of Technical Objects  Functional Location
Structural Display
Transaction code
IH01
2.
Enter the following data:
Field name
User action
and values
Comment
Functional Location
1002
Structure Indicator
AGIL
Enter the Functional location you want
structure display.
AJAY GROUP OF INDUSTRIES LTD
3. Choose execute.
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4. Double click on the Functional location you want to display.
5. Choose
to exit of the screen.
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6. It is advisable always to create Maintenance orders and Notifications from this
Transaction IH01 so that the correct functional location and equipment are identified.
Moreover, in case of Maintenance order, correct derivation planner group and fund
center will take place.
7. Select the equipment as shown below. Then go to>Create Notification>General for
creating notification
8. See below that correct equipment and FL has been correctly identified.
9. In case of Maintenance order select the equipment and then Goto>Create order.
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Note: whenever you will go to create Notification or order thru IH01 then all the correct related
to technical object will automatically filled.
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2
PM MASTER DATA CREATION
( Equipment Master)
Training & User Manual
Page 15
Equipment Master
Definition
The business object "Equipment" is an individual, physical object that is to be maintained
independently. It can be installed in a technical system or part of a technical system and
dismantled independently. It can be repaired and fitted (installed) at some other functional
location. During the life cycle of equipment, it may come across several installations,
dismantling process and several change of function location. This independent and individual
nature of the equipment makes it different from Functional location which is characterized as
an object which can’t be moved from one place to other.
You can manage all types of device as pieces of equipment (for example, production utilities,
transportation utilities, test equipment, production resources/tools, buildings, PCs).
Purpose
A piece of equipment is an individual object that is to be maintained independently. Each
piece of equipment is managed independently in the system, so that you can:

Manage individual data from a maintenance perspective for the object

Perform individual maintenance tasks for the object

Keep a record of the maintenance tasks performed for the object

Collect and evaluate data over a long period of time for the object
Pieces of equipment can be installed and dismantled at Functional Locations.
Prerequisites
SAP R/3 component involved: SAP PM. Master data like Company code, Cost Center etc
have been created.
Process Flow
This scenario shows you how to create new Equipment, Change the equipment and
displaying existing equipment in the SAP System.
Equipment is usually installed at the Functional Locations.
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1. Creating Equipment.
1. To create equipment , access the transaction choosing one of the following navigation
options:
Menu path
Logistics  Plant maintenance  Management of
Technical Objects  Equipment  Create
Transaction code
IE01
2. Enter the following data if the the Input screen to create Equipment:
Field name
User action
and values
Comment
Equipment Category
(R)
M
Mention the category of Equipment
which can be used for analysis and
reporting. Number range and various
screen templates are attributed to
equipment category.
3. Choose Enter.
4. Go to tab strip general data and Populate the relevant data
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Field name
Description
User action and
values
(R)
CNC4
Comment
Equipment Name / Description
Object Type ( O )
Select relevant Object type from the
list
Weight
Populate the field value if Required
Size/dimension
Populate the field value if Required
Start-up date
The content of the field is used by the
system - when calculating the mean
time between failures - to calculate
the length of time without
malfunctions occurring during
operation until the first breakdown.
AcquistnValue/Curr
ency
Populate the field value if Required
Manufacturer
Populate the field value if Required.
This will enable you to obtain
Manufacturer analysis in PMIS.
Manufacturer wise analysis of
technical object is possible
Mfg. Country
Populate the field value if Required
Model number
Populate the field value if Required
ManufPartNo.
Populate the field value if Required
ManufSerialNo.
Populate the field value if Required
Constr.yr/mth
Populate the field value if Required
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5. Go to tab strip Location and Populate the relevant data
Field name
User action
and values
Comment
Maint Plant ( R )
1002
Enter the maintenance plant
Location
(R)
Enter the location (Asset) from the drop
list which can be used for Location
Analysis and reporting. In our Power
Group Hazira will leave it black
Room
(O)
The field( free text) is used for information
purposes, and can be used as a sort
criterion in reports
ABC indic. ( R )
Plant Section (O)
A
Enter the ABC indicator from the drop
down list which can be used for ABC
Analysis.
You have to select particular area in
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Field name
User action
and values
Comment
which this equipment will come under
Ex: SWAS.GTS.PCS.220
Sort field
(O)
CNC4/698
The field(free text) is used for information
purposes, This information is not used for
the user point of view.
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6.
Go to tab strip Organization and populate the relevant data.
Field name
User action
and values
Comment
Company Code ( R )
1002
Enter
the
company
code.
Automatically
derived
once
Maintenance plant is populated.
Enter cost center in which the
maintenance cost will be settled
through maintenance order settlement.
Cost Center
(R)
Planning plant
(R)
Enter the planning Plant
Planner group
(O)
Enter the responsible planner group
Main Work Ctr ( O )
Enter the responsible person for work
centre to carryout maintenance tasks.
Catalog Profile ( O)
This is used for failure analysis in
Notification. We can assign technical
object wise Catalog profile for
individual equipment through this field
7. Go to tab strip Structure and populate the relevant data.
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Field name
Superior
Function
Location OR
Equipment
User action and
values
Comment
1002-CNC4
Here you can specify the Functional
Location where you are installing the
equipment or super equipment under
which this equipment is installed
TechIdentNo.
This Information is useful for Operation
person at the time of Isolation of
equipment.
Construction
Type
Material number under which pieces of
equipment of the same construction are
grouped. Equipment can be defined as
material (MM) through this field.
8. Go to tab strip Characteristic/docs and populate the relevant data.
Field name
User action and
values
Classification
Comment
Here you can specify your Tech
specification which is basically your
name plate or required information
detail.
9. Choose SAVE or (Ctrl+S).
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At the bottom of the screen, the system outputs the message: Equipment 10000113 is
created.
Master data for Equipment 10021624 created
Message no. IS816
Other fields in the equipment master data.
The system manages the master records for pieces of equipment at client level. This means
that their numbers are valid for the entire corporate group.
The equipment master record contains several types of data:

Serial number data
This is data that you specify when you want to manage your pieces of equipment not only as
individual objects, but also from an inventory management perspective. This data comprises
material data as well as stock and customer information.
The following functions are also available:


Measuring Points, Counters,
Permits ( can be defined at equipment level)
2. Change and Display Equipment
1.
To change or display the data of Equipment , access the transaction choosing one
of the following navigation options:
Menu path
Logistics  Plant maintenance  Management of
Technical Objects  Equipment  Change/Display
Tr code
IE02/IE03
2. Enter the following data:
Field name
User action
and values
Comment
Equipment
10021624
Enter the Equipment you want to
Change or display
3. Choose enter
The equipment master data screen will be in change mode where you can change the
required fields with new values.
4. Choose Save OR (Ctrl+S)
The document will be saved with necessary changes done.
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3. Equipment/Function Location Structural Display.
1. To Display equipment structure access the transaction choosing one of the following
navigation options:
Menu path
Logistics  Plant maintenance  Management
of Technical Objects  Equipment/functional
location Structural Display
Transaction code
IH03/IH01
2. Enter the following data:
Field name
User action and values
Equipment
10000090
Comment
Enter the Equipment you want
structure Display
4. Double click on the equipment you want to display.
5.
Choose
to exit of the screen.
Release V1.0
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3
MAINTENANCE PROCESSING
(Installation and Dismantling)
Training & User Manual
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25
Installation and Dismantling
Business process objective
The process involves handing over of a piece of Equipment to Production / Operations after
the rectification / repairs and dismantling an piece of equipment in the event of breakdown..
Business process description
The information like the Equipment is in operation, under breakdown or Stand-by etc. is
not available directly at Equipment level.
The proposed way of getting this information is through the use of ‘User Status’.
A set of User Statuses will be created to support the requirements.
e.g.’ under repairs’, in operation’, ‘Stand-by’.

A piece of Equipment when created in the system gets a system status as
‘Available’.

On installation at a Functional Location, a new status; ‘Installed’ is set
automatically.

On receiving a ‘Malfunction Notification’, the Maintenance department sets a ‘User
status’ as ‘Under repairs. This needs to be done manually for the object affected.

After the rectification activity is complete and the Equipment is ready to be put back
in operation, a running trial is taken in presence of Production person.

On satisfactory trial the Equipment is handed over to Production.(IE02)

The User status, ‘In operation’ is to be set by the Production persons to confirm
that the Equipment is no longer under breakdown.(IE02)
1. Installation & Dismantle of equipment at Functional Location .
You can install the equipment while in creating master data for equipment. Or you can install
the equipment when it is available (System Status – AVLB)
1. To install equipment in functional Location, access the transaction choosing one of the
following navigation options:
Menu path
Logistics -> Plant maintenance -> Management of
Technical Objects -> Equipment -> Change
Transaction code
IE02
2. Enter the following data in the Input screen to change equipment.
Field name
User action
and values
Comment
Page30
Equipment Number
10000086
Mention the Equipment number you
want to install/Dismantle
4. Go to Tab strip – Structure or Menu Structure>Change Install Loc.
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5. Choose the icon install Location
You will get a popup as below
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You have option to choose
with or without data transfer
Enter the functional Location where you want to install your equipment, Populate the
installation date and time.
Installation without data transfer.
Choose
to install the equipment without data transfer, it means system will keep the data
of the equipment as it is.
Installation with data transfer
Choose
to install the document with data transfer. Here the selected
Functional location data will get copied to equipment. The screen for with data
6. Now you have installed the equipment
Note: the equipment status changes from AVLB to INST
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7. Choose save (Ctrl+S)
.
8. For getting action log (changes done by at what time)then you have to go for menu
Extras>Action Log. It will show the date & time and change ion the field content.
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9.
When we want to see the moment of equipment(inst & Dismantle) we can use usage
list report. In IE02 T code go to Menu Extras>Usage List. The report will look like below.
10. When we want to have list of equipments which had been installed and dismantled for a
functional location, then in IL02 T code go to Menu Structure>Usage period.
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Release V1.0
4
PM MASTER DATA CREATION
(Measuring point and Counter)
Training & User Manual
Page 32
Measuring point/Counter.
Purpose
You use this component in Plant Maintenance (PM) to enter measurement and counter
readings for technical objects.
This can be of use in the following situations:

You want to document the condition of a technical object at a particular point in time.
Documenting the condition of a particular object is of great importance in cases where
detailed records regarding the correct condition have to be kept for legal reasons. This could
involve critical values recorded for environmental protection purposes, hazardous working
areas that are monitored for health and safety reasons, the condition of equipment
measurements of emissions and pollution for objects of all types.

You want to perform counter-based maintenance.
Condition and counter-based maintenance tasks are forms of preventive maintenance.
Generally, these tasks should reduce the number of breakdowns for your objects.
In the case of counter-based maintenance, maintenance activities are always performed
when the counter of the technical object has reached a particular counter reading, for
example, every 100 operating hours.

You want to perform condition-based maintenance.
In the case of condition-based maintenance, maintenance activities are always performed
when the measuring point of a technical object has reached a particular state, for example,
every time a brake pad has been worn away to the minimum thickness permitted.
Measuring Point
Definition
Measuring points in the R/3 System describe the physical and/or logical locations at which a
condition is described.
In Plant Maintenance, measuring points are located on technical objects, in other words, on
pieces of equipment or functional locations.
Use
Measurement readings are taken at measuring points in particular measurement units at
particular intervals. For example, the temperature in degrees Celsius of the coolant in the
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coolant pipe that leaves the pressure vessel at the nuclear power station, or the number of
revolutions per minute at the rotor shaft of the wind-driven power plant.
Measurement readings describe a condition at a measuring point at a particular point in time,
and represent the transaction data for measuring points in the R/3 System. They are
documented in the form of measurement documents.
Counter
Definition
Tools that you use to represent the wear and tear of an object, consumption, or the reduction
of an object’s useful life are described as counters in the R/3 System (for example, the
milometer for a vehicle, or an electricity meter for an electric-powered system).
In Plant Maintenance, counters are located on technical objects, in other words, on pieces of
equipment or functional locations
Counters form the basis for counter-based maintenance.
Use
Counters are a special form of measuring point because over the course of time, counter
readings only either continuously rise or fall. Counter overflow is also possible in the case of
most counters. For example, a milometer can display a maximum value of 99,999 miles.
Once this reading has been reached, an overflow occurs, in other words, the counter starts to
count upwards from 00,000 again.
Counter readings can be entered in the system in two different ways. In both cases, a
qualitative valuation is made:


The absolute counter reading is entered in the system as the counter reading that
the counter is currently displaying (for example, 02.01.2000, 14.00, 48,200 running
Hours).
The counter reading difference between the last reading and the current reading is
entered in the system (for example, 02.01.2000, 14.00, 200 run hours (additional)
miles).
Structure
Measuring Point Category
Before you can create measuring points or counters, the valid measuring point categories
must be defined in Customizing for Measuring Points, Counters and Measurement
Documents.
Each measuring point category is identified by a key, which is the first thing you assign to the
measuring point when you create it in the system.
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Measurement Position
Measuring points are uniquely identified by the numbers that they are assigned internally.
Since this number is not descriptive, you have the option of giving the measuring point a text
or a descriptive number to describe the position of a measuring point at a technical object.
You can do this in the field MeasPosition in the master record of the measuring point.
Measuring Point
Measurement Position
Description
261
R-Phase
R Phase Current
262
B-Phase
B Phase Current
Measurement Range
The measurement range represents the values that a measuring instrument or counter can
display. For example, a thermometer can measure temperatures in a measurement range
between -20 and +45 degrees Celsius
Measurement Range Limit
In the case of measuring points, you can define that only readings that fall between the
upper and lower limits are possible. If, for example, the thermometer in your company can
only display temperatures in a measurement range between -20 and +45 degrees Celsius, a
measurement reading of 90 degrees Celsius is outside the measurement range limit.
In the case of counters, the measurement range limits do not apply to the counter readings
that are read, but to the total counter reading determined by the system. For example, a
milometer can display values from 0 to 99,999. Since vehicles of this category have an
expected life of 200,000 miles as a general rule, a counter overflow will occur several times
before this total counter reading is reached. The employee responsible will enter a
measurement range of 0 to 200,000 for the milometer.
Measurement Range Unit
You use the measurement range unit to define the unit in which the measurement is made by
the measuring instrument.
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1. Create Measurement point or Counter
1. To create Measuring Point/Counter , access the transaction choosing one of the following
navigation options:
Logistics  Plant maintenance  Technical
Menu path
objects  Environment  Measuring points 
create.
IK01
Transaction code
2. Enter the following data in the Input screen to create Measuring Point:
Field name
User action
and values
Comment
Measurment Point
Object
IEQ/IFL
To create measurement point against an
Equipment or a Functional Location
Equipment
10021624
Measurement Point
category
G
Enter the equipment no in case
Measurement point Object is IEQ / Enter
FL in case Measurement Point object is
IFL
To group measurement points depend
on the logical criteria
Measurement Point
is Counter
For counter
(X)
Check the box in case measurement
point is a counter.
3. Choose Enter.
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4. Enter the following relevant header data.
Field name
User action and
values
Enter the Measuring Position where the
measurement to be taken.
Measuring
Position
Description
RUNNING HOURS
Char
R_HOURS
Code Group
Target Value
Comment
Enter The Description Of Measuring
Position
Enter the character of Measurement
Position. (Characteristics and values will
be maintained in the master data of
Characteristics )
Enter the code group for qualitative
analysis of measuring Point.
Enter the target value for the Measuring
Point.
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5. Choose SAVE or (Ctrl+S)
6.
.
2. Display/Change Measuring Point or counter.
1
To Display measuring point/ counter access the transaction choosing
one of the following navigation options:
Menu path
Logistics  Plant maintenance  Technical objects 
Environment  Measuring point  Display
Tr code
IK03/IK02
2. Enter the following data:
Field name
Measuring Point
User action
and values
Comment
Enter the measuring Point to be
displayed.
3. Choose Enter You can change or display the particular measuring point screen.
In case you don’t want post any measuring document against a counter or measuring point,
then go to IK02, Menu Measuring Point>Functions>Active<->Inactive>Deactivate as shown b
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7. After necessary repair in the equipment/FL, you can again activate the same as per same
menu path.
8. If you need to do qualitative measurement (like OK/Not Ok, Hot/Cool, Acceptable/ Not
acceptable etc), code group for suitable valuation is to be selected in measuring point
/counter.
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Release V1.0
5
MAINTENANCE PROCESSING
(NOTIFICATION PROCESSING)
Training & User Manual
Page 40
Maintenance Processing
Purpose
Maintenance processing comprises several levels, which do not necessarily all have to be
implemented in full.
It is therefore possible to process a repair using many planning stages, such as preliminary
costing, work scheduling, material provision, resource planning and permits. However, it is
also possible to react immediately to damage events causing production shutdown, and to
produce the required orders and shop papers with the minimum of entries in the shortest
possible time.
Features
Maintenance processing can be divided into the following three areas:

Description of the object condition
The most important element in this area is the maintenance notification. This is used
to describe the condition of the technical object, or to report a malfunction at a
technical object and request the damage is repaired.
All figures like MTBR, MTTR are updated in the system once notifications are
processed. Root cause analysis through catalog profile is possible though notification
processing only.

Execution of maintenance tasks
The most important element in this area is the maintenance order. This is used to
plan the execution of maintenance activities in detail, monitor the progress of work and
settle the costs of maintenance tasks.
Material planning, reservation creation, External Service planning PR creation for
service and repair sub contracting, Fund check (in case of service processing) is
possible though Maintenance order processing. Moreover, we can issue/return
material against reservation generated though a maintenance order and make Service
entry sheet for PR>PO which is account assigned to MO though Maintenance order
processing.
Maintenance order acts like a cost carrier object and should never carry any cost
forever and should finally get settled to a cost center

Completion of maintenance tasks
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The most important element in this area is the maintenance history. This is used for
long-term saving of the most important maintenance data. This data can be called up
for evaluation at any time.
These elements allow you to process all the tasks that must be executed in Plant
Maintenance, as well as operations which do not belong directly to Plant Maintenance, such
as investments, restructuring, and modifications and so on.
Maintenance Notification
Definition
It is a means with which company notifications are created and managed in the area of Plant
Maintenance. The following notification types are predefined in the standard system:

General Maintenance(N1)
Will be created for routine Maintenance work, other then B/down or modification

Problem notification(Breakdown/malfunction)(N2)
Notification of a malfunction or problem that has occurred

Maintenance request(Modification Request)(N3)
Request for tasks to be performed
Documentation of activities that have been performed
In addition to these standard notification types, you can also define your own user-specific
notification types.
Purpose
You use this application component in maintenance processing in the event of a malfunction
or exceptional situation to:



Describe the exceptional technical condition at an object
Request the maintenance department to perform a necessary task
Document work that has been performed
Maintenance notifications document maintenance tasks completely, and make them available
for analysis in the long term.
Use
You can enter all of the above notification types for the following reference objects:
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


Functional location
Equipment
Material and serial number
If functional locations or equipment are further sub-divided into assemblies and material with
the help of maintenance BOM, these assemblies can also serve as reference objects for the
notification. If you use object hierarchies, the system copies all data from the higher-level
technical object to the respective reference object for the notification.
However, you can also create maintenance notifications without entering an object number.
This is the case, for example, when a problem notification refers to an object that is not
managed under a number in the system, or when a maintenance request refers to an object
that is to be set up within the framework of an investment.
The data of the maintenance notification is transferred to the history, and is of great
importance when performing evaluations and future planning.
Structure:
A maintenance notification consists of a notification header and one or more items.
Maintenance header data is information that is used to identify and manage the notification. It
is valid for the whole maintenance notification.
Depending on the notification type, the notification items contain data describing the problem
or malfunction that occurred, or the activity that was performed in greater detail.
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Catalog Profile
Data on problems, malfunctions, damages, causes and problem solutions or malfunction
corrections is recorded in the system or reported to the planner responsible in the form of
technical findings after a visual check, after the object has been inspected or checked, or the
problem has been determined. This data forms part of the service or maintenance notification
and is entered in the maintenance history. The data needs to be formalized, so that it can be
used in evaluations.
Definition: Codes and Code Groups
Codes are the means with which this data is managed in the Customer Service (CS) and
Plant Maintenance (PM) application components. There is a corresponding code for each set
of findings. The codes are grouped together in code groups according to particular
characteristics. For example, there is

A code group with all codes for problems and damage relating to pumps
There are also code groups for problems, causes, object parts, tasks and activities in the CS
and PM application components
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Definition: Catalogs
Code groups that belong together in terms of content are grouped in catalogs. These
catalogs are identified by the catalog type (a number or a letter). For example, in this way you
combine



All code groups for particular problems for a catalog type
All code groups for causes for another catalog type and
All code groups for activities for a further catalog type
Note: It is advisable create notification or order thru IH01 path to pick
correct Tech object data.
Creating Notification
1. To crate a simple notification request type notification , access the transaction choosing
one of the following navigation options:
Menu path
Logistics -> Plant maintenance -> Maintenance
processing Notification Create (General)
Transaction code
IW21/IH01
2. Enter the following data in the Input screen to create notification.
Field name
User action
and values
Comment
Notification Type
N1/N2/N3
Type of Notification
3. Choose Enter.
4. Enter the following Header Data
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Field name
User action
and values
Comment
Description (R)
Enter the Description for the notification
Status
System status will be updated
automatically thro standard transactions
and User status can be set your own
Reference
object(O)
Mention the Object against which you
are creating notification
Planner Group ( R)
Responsible person
Main Work
Center( R)
Responsible person of work center to
carryout maintenance tasks
Reported By ( R)
Name of the Reporting Person
Start/End dates (O)
Depend on the priority level you can
mention the required start n end dates,
or you can select the priority directly
from the selected list which is a
customized date settings
Object part (O)
Mention the Object type which has got
affected
Damage (O)
Mention the Damage like what
happened
Cause Code(O)
Mention the Reason for that damage to
the part
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6. Go to tab strip “Location “
Populate the location data parameters like Maintenance Plant, Location, Company Code, and
Cost center. If all the relevant data is maintained in the master data of the reference data
then the field values will be copied.
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7. Go to Tab strip “Item” and populate the relevant fields.
If you want to mention the faulty part of reference object.
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8. To put in process Release the maintenance Notification and Save the Notification.
To release click on
9.
to put in Process or to release the notification.
Choose Save (Ctrl + S)
Processing of maintenance Notification
10. Go in change mode of notifications
To change created notification, access the transaction choosing one of the following
navigation options:
Menu path
Logistics -> Plant maintenance -> Maintenance
processing Notification -> Change
Transaction code
IW22
Enter the Notification number created, choose enter now you will be in change mode screen.
Note the system status changed from OSNO to NOPR,
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11. Go to the tab strip Task and mention the Cause & Activity carried for the fault part you
had mentioned.
Completing the notifications
12. To complete the notification click on
or (shift + F4).
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The system will ask reference time to close the notification, enter the reference time and
date.
16. Choose enter
At the bottom the message will be displayed as notification 100000033 completed.
The system status will set to NOCO – Notification Completed.
Same Process will be followed by other type of Notifications.
Note:You have to remember that whenever you will create notification type
N2(Breakdown/Malfunction Notification) then you have to tick on breakdown indicator it will
help you to calculate the Breakdown duration.
Release V1.0
Page 51
6
PM MASTER DATA CREATION
( Measurement Document)
Training & User Manual
Page 52
Purpose
To document reading for measuring point and counter.
Prerequisites
Measuring Point/counter Master Data should be created.
1. Create Measurement Document
1. To create Measurement Document access the transaction choosing one of the following
navigation options:
Logistics  Plant maintenance  Technical
Menu path
objects  Functional Location/Equipment 
Measurement Documents  Create
IK11
Transaction code
2. Enter the following data if the the Input screen to Post Document:
Field name
User action
and values
Comment
Measurement Point
72
Enter the measurement point number
you want to post the Document
3. Enter the following relevant reading in the difference or counter reading field and save the
Document
Populate the text field for further Information about the reading.
Enter the valuation code for qualitative analysis of the Measuring Document.
Shown below is how to enter counter reading.
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4. Choose SAVE or (Ctrl+S).
At the bottom of the screen, outputs the message:
2. Display/change Measurement Document
1. To Display measurement Document access the transaction choosing one of the following
navigation options:
Menu path
Logistics  Plant maintenance  Technical
objects  Functional Location/Equipment 
Measurement Documents  Display/Change
Transaction code
IK13/IK12
2. Enter the following data:
Field name
Measuring Point
User action and
values
Comment
Enter the Measurement Document
to be displayed.
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3. Choose Enter
Created Measurement Document screen will be displayed.
4. To cancel the created Document or to set reversal Indicator
Choose measuring Document -> Functions -> Reversal Indicator -> Set
You can not change the measuring document but you can cancel the meas doc entered. If
required post another document with the new measuring readings.
There will be popup saying 1 measurement documents canceled, 0 measurement
Documents changed
Choose Enter there will be reversal Indicator set in the screen.
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Save the Document.
5. To see the trend for measuring point, go to T code IK17, put the meas point and period as
shown below and execute.
6. The report will look like below. Select the values as shown below and press
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7. The trend will look like below. Moreover, we can have trend comparison of various
measuring points.
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8. Sometimes, you may need to reset the counter reading to initial i.e to start from zero, then
go to IK11 as shown below, the menu Edit>Replace Counter> select total counter reading
set externally >ok (the msg)
You can enter new counter reading here.
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Release V1.0
7
Maintenance Processing
( Maintenance Order –Genral & Breakdown)
Training & User Manual
Page 59
Maintenance Order types
Definition
The order type is a categorization for orders. It consists of control information that is
important for managing orders.
The order type is client-based. This means that each order type can be used in all controlling
areas.
Purpose
Orders form an important part of the detailed planning of tasks and their accompanying
documentation in Plant Maintenance
Use
Order types are primarily used to group orders according to application components. More
detailed structuring also considers the realization and subsequent processing options of
individual orders.
For example, the following order types are available in the standard system:
M01 General Maintenance Order
M02 Breakdown Maintenance Order
M03 Preventive Maintenance Order
M04 Calibration Maintenance Order
M05 Refurbishment Maintenance Order
Structure
An order consists of:






Order header
Operation
Material component list/ External Service packages
Production resources/tools
Settlement rule
Costs
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
Object list
An order contains operations that describe the individual work steps. For greater detail,
operations can be divided into sub-operations.
Operations can be performed sequentially, in parallel or overlapping. Their sequence is
defined in relationships. Operations and sub-operations can be processed internally or
externally.
An operation or sub-operation to be processed internally is assigned to a work center, which
is responsible for its execution. The necessary capacity requirements can be planned for
performing the operation or sub-operation.
For complex and extensive maintenance work, several lower-level orders can be assigned to
one order. In this way, order hierarchies can be created.
Maintenance Order
Definition
Maintenance Order is defined as detailed planning assistance for maintenance tasks to be
performed.
Use
You can use a Maintenance order to:




Plan tasks in detail with regard to type, scope, dates and resources
Monitor the execution of tasks
Define rules for account assignment, settlement and budgets /Fund check
Enter, assign and settle the costs which arise from tasks
You can create a Maintenance Order with or without reference to the notification. It is
possible to assign the Maintenance Order subsequently to one or more notifications.
Process Flow
A PM order can be generated in three ways

From Maintenance Plan

From Maintenance Notification

Direct Maintenance Order or through IH01
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Once the order is generated, arrangement of resources will be the priority. Resources
includes

Material

Internal Service

External service
After the execution and completion confirmation will be done.
1. Breakdown Maintenance Order (M01)
1. Creating Maintenance Order
1. To create a Maintenance Order, access the transaction choosing one of the following
navigation options:
Menu path
Logistics -> Plant maintenance -> Maintenance
processing -> Order -> Create General
Transaction code
IW31
2. Enter the following data in the Input screen to create notification.
Field name
Order Type
User
action Comment
and values
Breakdown Maintenance Order
M02
3. Choose Enter.
4. Enter the relevant data in tab “Header Data “
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Field name
Description
User action Comment
and values
(R)
Status
Enter the Description for the notification
CRTD/MOIP
PM Activity Type( O)
Planner Group (R)
System status will be updated
automatically thro standard transactions
and User status cab be set your own
Select the relevant activity type form the
drop down list. System will propose
default set for a order type.
ELE
Responsible person
Main Work Center(R)
Responsible person of work center to
carryout maintenance tasks
Start/End dates(O)
Depend on the priority level you can
mention the required start n end dates,
Reference object(O)
Mention the Object against which you
are creating notification
Reported By(R)
This ‘reported by’
Notification screen.
field
is
from
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Since the maintenance order has direct relation with the notification to capture the breakdown
hours of the reference Object --- Populate the following Notification related data. For Order
type M01 direct creation, system creates one notification reference to the MO in
background.
6. Go to Tab strip “Operations”.
Here you can mention all the Operations to carryout the maintenance task with the hours of
works for each operation.
You can see there is a field called Ctrl key where you can define your work as whether the
operation is carried internally or externally, or its sub contracting purpose.
PM01- For internally carried Operation, PM02 for Sub Contracting, PM03 for Externally
processed Operation (Service).
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Now you have entered the Operation to be carried out. (Ctrl key PM01)
Or you have an option to select standard set of task list from the task list master data,
refer below.
Select the task list, the operation mentioned in the task list will be get copied here.
7. Go to tab strip “Components”.
Assign the material required if any to carryout the maintenance operations,
To assign material select the operation and go to tab material or directly go in the material
screen and assign the operation number for which the material is required. Enter the other
relevant data like Material Quantity Required, Storage Location, and batch.
To know the availability of the material in the store dropdown on the storage location field you
will get the list of storage location and the balance quantity available in the store.
Or you can refer theT Code: MMBE,MM03, and MB52 to check the availability of the material.
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Or if you have BOM identified for reference object, then press
button to have
related BOM item, double click on the material required. The system will propose the installed
quantities specified in BOM, you can change the quantities based on the requirement.
8. Go to tab strip “Costs” to see the Cost Overview of planned activities.
9. Go to assignment of fund centres.
Fund center is assigned to a maintenance order at header level, which means it will be active
at order level. Budget is allocated in FM module for a fund center and commitment item
combination.
Fund centers are created at Planner group level and will be automatically derived in
Maintenance order based on the planner group. Hence it is important to have correct Planner
group in maintenance order. This can happen if we correctly identify the equipment in
Maintenance order.
If MO is generated for a functional location, if functional location master don’t have planner
group in its master, then we have to manually assign the fund center as per below.
As Fund management is active for only procurement, hence Fund check will be active for PR
and PO processing. In case of Maintenance order, fund center derivation will be statistical if
the maintenance order have only material and without external service items. In case of the
service item present in MO, Service PR will be generated when the MO is released, fund
check will take place at maintenance order level. Commitment item in Maintenance order will
be derived automatically from the service master valuation class, in case service without
service it will be derived from material group.
For material( MRP controlled) PRs will be updated by the corresponding fund center based
on the MRP controller maintained in material master date by a scheduled update program
after scheduled MRP run.
Fund centres are assigned to order to control the budget on the planner group. An internal
assignment is made for the assignment of planner group to a fund centres.
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The popup will appear as below, if the assignment is already exists then check otherwise
assign the relevant fund centre from the drop down list. The Order status have ‘FMAI’
means ,fund center is not assigned properly to the Maintenance order.
13. Release and save the order.
To release the order choose
and save the order choose
.
2. Processing the Maintenance Order,
14. Open the Order in change mode assign if any additional material is required or services if
any.
Material Planning will take place as per below.
1. Material commonly used material: These materials will be taken care of by central
store. Fund check will be at Store level for all PR and PO creation. MRP controller will
be store. Demand will be generated by M order and reservation. MRP will create a PR.
2. Material specific to a dept: These materials will be taken care of by individual dept.
Fund check will be at individual dept level for All PR and PO creation. MRP controller
will be specific dept. Demand will be generated by M order and reservation. MRP will
create a PR.
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3. Material for which specific Dept wants to keep stock: Min, Max, Safety stock and
reorder point etc to be maintained in Material master. For these there won’t be any MO
for demand generation. As soon as material is issued from store, automatically the PR
will be generated.
When you attach any material requirement in the maintenance Order the reservation will
be created against each material through which the material will be issued in case stock is
available and if the material is not available in the store the reservation will be converted into
PR thro MM MRP Procedure; material will be procured thro MM Purchasing route.
To Change Breakdown type Maintenance Order, access the transaction choosing one of
the following navigation options:
Menu path
Logistics -> Plant maintenance -> Maintenance
processing -> Order -> Change
Transaction code
IW32
Enter the following data in the Input screen to create notification.
Field name
Order no
User
action Comment
and values
Breakdown Maintenance Order number
30003
Go to the “Components “tab; select the component line and general data
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In the above screen you can see the reservation no and other component parameters,
And also you can see the requirement quantities, withdrawal quantity etc.
15. If any external services to be done then proceed as follows,
Go to tab Operations and for external services create a another operation description with the
control key as PM03,
A pop up will appear when you enter the key or you can directly choose the operation line
and populate the below said fields like material group, purchasing group, Vendor if you know,
Recipient, Unloading Point and so on.
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You will go to the screen and enter the services to be carried out or you have an option to
select a service from standard set of services.
In case of service selection with service master, the valuation class attached to a service will
decide the cost element which in turn commitment item for fund check along with fund
already derived at header level though Planner group.
In case of service selection without service master, it will be derived by Material group.
Save the order and come against in change mode, select the service operation line go to
actual data you can able to see a requisition generated. That is the account assigned service
requisition.
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The requisition will be converted into PO from the MM procedure.
Against PO the service entry sheet will be made using the T Code ML81,
You can enter the service entry sheet partially against which the payment will be made.
3.Order Confirmation
Definition
A completion confirmation documents the status of the processing of operations and suboperations for a maintenance or service order. It is a part of order monitoring.
Purpose
You use the Completion Confirmations component to document the status of the processing
of a maintenance order.
As soon as an order has been released and the work is begun, the employees involved can
enter completion confirmations in the system.
Use
You use completion confirmations to document:



From which work center the operation was performed
Who performed the operation
That operations or sub-operations were started or executed
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









When the work was started and when it was completed
How the work is progressing
How high are the costs for internal processing?
What materials were used
Which services were executed internally
What measurement or counter readings were entered for the technical objects during
or after execution
Whether and where pieces of equipment were dismantled from, or installed at
functional locations
The extent to which the order has been processed
Where additional capacity is needed and where surplus capacity can be reduced
Which technical data should be retained
Structure
You can enter completion confirmations at operation and sub-operation level.
You enter technical data in activity reports for the order or the objects to which the order
refers. This part of the completion confirmation is known as the technical completion
confirmation.
Partial Completion Confirmation
If completion confirmations have been entered for the operations/sub-operations of an order,
but the processing has not yet been completed, the operations/sub-operations automatically
receives the status "partially confirmed" from the system.
Final Completion Confirmation
As soon as all order operations/sub-operations, which are planned for a completion
confirmation (the control key is the decisive factor), have been finally confirmed, the order
itself also receives the status "finally confirmed".
Individual Time Confirmation
You use the individual time confirmation primarily if you want to enter detailed time
confirmations for individual operations and splits, and only occasionally enter additional data,
such as materials used or information about damage.
Individual Time Confirmation Using Order/Operation Number
1. Call up the individual time confirmation.
Menu path
Logistics

Plant
maintenance

Maintenance
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processing  Completion confirmation  Entry 
Individual time confirmation
Transaction code
IW41
The initial screen for individual time confirmation appears.
2. Enter the order number.
If the order is a standing order, you can enter the technical object, in whose master
record the standing order was entered, instead of the order number.
You can use the confirmation parameters to make additional settings (for
example, delimiting the operation selection, requesting logs or default values for
the detail screen for the operation confirmation).
To do this, choose Goto  Parameters on the initial confirmation screen.
The system displays a dialog box in which you can enter the required
parameters.
Choose Continue.
You return to the initial confirmation screen.
3. Choose Continue.
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An overview appears of all the operations and sub-operations for the order that satisfy
the parameters set.
4. Select the operations/sub-operations for which you want to enter the completion
confirmation and choose Actual data.
If you save the confirmation the following message will appears.
Overall Completion Confirmation
You use the overall completion confirmation if, in addition to the work time required, you also
regularly confirm other data, such as materials used, information about damage, the work
and services performed (tasks, activities) or measurement and counter readings.
Using the Overall Completion Confirmation
1. Call up the overall completion confirmation.
Menu path
Logistics  Plant maintenance  Maintenance
processing  Completion confirmation  Entry 
Overall completion confirmation
Transaction code
IW42
2. Enter data as required in the header data section and choose Continue.
Depending on the combination of entries, the following data appears in the tables
displayed below:
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o If you enter the order number, you see:



All the operations to be confirmed for the order in the time confirmation
table
All measurement and counter readings which have already been entered
for the order
All causes and activities already entered in the notification for the order
header
o If you enter the order number and the required operation number, you see:


The operation in the time confirmation table
The materials planned for the operation
Although materials for the operation, which have already been used for a
previous completion confirmation, are displayed again in the table as
ready for input, no quantity is proposed for them.


All measurement and counter readings which have already been entered
for the operation
All causes and activities already entered in the notification for the order
header
o If you enter the confirmation number, you see:


The operation in the time confirmation table
The materials planned for the operation
Although materials for the operation, which have already been used for a
previous completion confirmation, are displayed again in the table as
ready for input, no quantity is proposed for them.
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

All measurement and counter readings which have already been entered
for the operation
All causes and activities already entered in the notification for the order
header
3. Choose Continue.
4. If required, use the functions Data for the Operation and Proposing Actual Data.
5. Enter data as required for the completion confirmation.
Before you save, note the following:
The overall completion confirmation saves all the data, which has been displayed in one step
on the entry screen or the accompanying dialog boxes. It also saves proposal data. If you do
not want to save certain confirmation or proposal data, you must delete these lines from the
tables before saving.
6. Save the confirmation data.
Technically completing the order
To complete the order technically follow as shown below, Note that the technical completion
of order indicates all the maintenance works have been carried out. Material have been used,
Services have been procured.
You have to click on
or press Ctrl+ F12 or follow the menu path
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A popup will appear asking the malfunction time, populate the relevant information and enter.
The status of the system will contain as TECO.
Closing the Maintenance Order.
To close the maintenance order the material/Service documents should be completed, Order
is a cost carrier which is to get settled to Cost Centers. After MM & FI/CO Activities you can
now close your maintenance order. Incase zero cost in the maintenance Order you can close
your maintenance Order directly.
You have to click on
or press Ctrl+ shift+F12 or follow the menu path
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Now the system status will contain as closed.
2. General Maintenance Order (M01)
The purpose of creating regular maintenance Order is
1. To create a regular maintenance Order, access the transaction choosing one of the
following navigation options:
Menu path
Logistics -> Plant maintenance -> Maintenance
processing -> Order -> Create General
Transaction code
IW31
2. Enter the following data in the Input screen to create notification.
Field name
Order Type(R)
Priority(R)
User
action Comment
and values
Regular Maintenance Order
M01
Priority decided the basic start date and
basic end date as per customizing
setting
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3. Choose Enter
4. Enter the all the required and relevant data in the header screen tab
The difference between breakdown maintenance Order and the regular maintenance order is
only the notification screen is not available here. Here MO is created to have request to
execute a maintenance activity which may incur cost. This the corresponding MO for
Maintenance request type of Notification.
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Follow the procedure as said above up to completion of the maintenance order.
3. Preventive maintenance Order (M03)
The preventive Maintenance Order will be created thro the maintenance Plan. The procedure
to process the maintenance order is same as said above. You can also directly create
Preventive Maintenance Order as follow
1. To create a Preventive Maintenance Order, access the transaction choosing one of the
following navigation options:
Menu path
Logistics -> Plant maintenance -> Maintenance
processing -> Order -> change
Transaction code
IW32
2. Enter the following data in the Input screen to create Preventive maintenance Order
Fi Field name
Order Type
User
action Comment
and values
Preventive Maintenance Order
M03
3. Follow the procedure as said above.
Incase if the Preventive Maintenance Order is created through a maintenance plan then you
can see the Planning data where you will get the information about the Maintenance Plan.
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4. Shut down Order (M03)
Shut down order will be created to capture the data when planned shut down will be taken.
You are supposed to use revision facility to carryout the required pending maintenance
orders.
Shutdown order will be created Preventive Maintenance order but if you want to postpone
these order then you have to use the revision feature..
2. Enter the following data in the Input screen to create notification.
Field name
Order Type
Act. Type
User
action Comment
and values
Shut down order
M03
Planned/Opportunity Shutdown
3. Choose Enter
4. Enter the all the required and relevant data in the header screen tab.
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5. To assign the revision to list of maintenance Order pending jobs to carryout jobs in
Shutdown.
First you have to create a revision with the relevant date (TCODE: OIOB)
Select the Order from the selection criteria list.
6. Select the relevant maintenance Orders to be assign revision,
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7. All the maintenance order will be assigned with new start date and time, revision end date
and time…
Process all the maintenance orders similar to breakdown, regular maintenance and
preventive maintenance steps.
8. If the revision date has been changed due to any reason, then go the MO list editing
( IW38), select the orders and go to menu Orders>Revision>Refresh Dates. It will change
the basic dates of all order which assigned to a revision.
We can handle shutdown by order hierarchy or revision assignment, however, it is advisable
to use revision assignment as revision will be created or changed based on authorization.
Reporting will be uniform if we use single strategy for shutdown.
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Release V1.0
8
PM MASTER DATA CREATION
(Class and Characteristics)
Training & User Manual
Page 128
Class and Characteristics
Purpose
When you are managing a large number of objects, you must be able to group these objects
according to particular features. In this way, you can logically organize them according to
various criteria, find them easily, and group them together when performing analyses.
Using the Classification System you can create a hierarchically structured classification
system for your company. The hierarchical structure of the Classification System enables
you to find easily existing special classes - starting from a superior class.
A class hierarchy could look like this, for example:
Pumps  Rotary pumps  Magnetically-coupled pumps
In Plant Maintenance, you can classify all technical objects that are represented by a master
record in the system. You classify an individual object in its master record either when
creating the master record or later when changing it.
Process Flow
1. First you create Characteristics, with which you describe the technical objects in
more detail.
This also enables you to manage technical data that is not contained in the master
records of the maintenance objects.
For a solar collector class you could, for example, specify the effectiveness in % and
the conductor used as characteristics.
2. Afterwards, you create the necessary Classes. Classes are created within the class
type for the respective technical objects.
In plant maintenance, for example, there are class types for pieces of equipment,
functional locations and reference functional locations.
You assign a suitable characteristic to the class. You can assign keywords to the
class to make it easier to find.
For example, you could assign to a class of solar collectors, the keywords "solar
collector", "collector" and "alternative energy source".
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3. You perform the classification in the master record of the technical object, by
assigning one or more classes to it.
4. You can perform characteristic valuation based on the classification data in the master
record of the technical object. To do this, you enter one value for the class and the
characteristic respectively.
1. Creating /Changing Characteristics
1. To Create/Change Characteristics, access the transaction choosing one of the
following navigation options:
Menu path
Tr code
Logistics  Plant maintenance  Technical objects 
Environment  Classes  Master Data  Characteristic 
Create/Change
CT04
2. Enter the following data in the Input screen to Characteristics:
Field name
User action and values
Char Name
RESISTANCE_M
Comment
Enter the Naming Convention you
want to give to Characteristics
Choose Create
3. Enter the relevant data in the screen
Field name
User action and
values
Comment
Description
RESISTANCE OF
MOTOR
Descriptions for the Characteristics
Page 86
Status
Released
Data Type
Numeric Format
Use the status as released in case you
want
to
use
Characteristics
in
transactions
Enter the format for the characteristics
Enter the fields required for formatting as Numeric Format Like Number of Chars, Decimal
Places, Unit of measure, template for value assign, option to have exponent or not, and value
assignment parameters.
4. Assign the values for the characteristics if any
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5.
Choose SAVE or (Ctrl+S).
Note:
2.
Always create the characteristic first and then the class
Create and Change Classes
1. To create/Change Class access the transaction choosing one of the following navigation
options:
Logistics  Plant maintenance  Technical
Menu path
objects  Environment  Classes  Master Data
 Class
CL02
Transaction code
2. When you create a class, you must first determine the class type and then the initial
screen for
class maintenance is displayed. When you change a class, you access this
screen directly.
Field name
User action and
values
Comment
Class
MOTOR_R
Descriptions for the Class
Page 88
Class Type
002
Select the Class type for the class
from the drop down list.
Choose from the menu bar Class -> create or change
3.
Enter the required data.
Field name
User action
and values
Comment
Description
MOTOR
RESESTAN
CE
Descriptions for the Class
Status
Released
Use the status as released in case you
want to use Class in transactions
Page 89
4. Assign characteristics to the class by choosing Goto -> Characteristics. Or go to tab strip
Characteristics to assign the characteristics to the class.
The screen for maintaining characteristics is displayed. Enter the Charateristics which you
want to assign to class.
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5.
Choose SAVE or (Ctrl+S).
Release V1.0
10
PM MASTER DATA CREATION
( Task List )
Training & User Manual
Page 91
Task List
Definition
Maintenance task lists describe a sequence of individual maintenance activities which must
be performed repeatedly within a company.
There are three types of maintenance task lists that can be distinguished from one another
using indicators:



Functional Location Task List
Equipment Task List
General Maintenance Task List
Maintenance task lists (PM task lists) are grouped into task list groups. A task list group
includes all maintenance task lists with similar maintenance flows (for example, oil changes
for cars and trucks). Task lists within a task list group are identified by a group counter.
Functional Location Task List
A functional location task list is assigned to a specific functional location. Using a functional
location task list, you can centrally define and manage maintenance tasks for your functional
location. Functional location task lists can also help you to prepare maintenance plans and
maintenance orders for functional locations.
Equipment Task List
Equipment task lists have a specific link to a piece of equipment. Using equipment task lists,
you can centrally define and manage maintenance tasks for your pieces of equipment.
Equipment task lists can also help you to prepare maintenance plans and orders.
General Task List
General maintenance task lists are task lists that are used for common maintenance tasks.
They do not refer to a specific technical object. Using general maintenance task lists, you can
define and manage sequences of maintenance tasks centrally, and use them for work
scheduling.
Use
You can use all three task list types for ongoing and planned maintenance.
If you want to use the general maintenance task list for planned maintenance you must
assign the task list to a maintenance plan or one or more maintenance items. The operations
described in the general maintenance task list are performed for all technical objects that you
have assigned to the maintenance item
Page 156
Structure
You can group together all similar maintenance task lists for groups. The Task list group
contains a series of maintenance task lists that describe similar maintenance tasks, for
example, oil changes for cars and trucks.
You describe the maintenance tasks to be performed in the individual elements of the
maintenance task list. The most important elements are:






Operations
Sub-operations
Material Components
Maintenance Packages
Production Resources/Tools
Master Inspection caracteristics
1. Creating Maintenance Task Lists
1. To create Maintenance Task Lists, access the transaction choosing one of the
following navigation options:
Logistics  Plant maintenance  Maintenance task lists.
Preventive Maintenance Work Scheduling Task Lists
Menu path
IA01/IA11/IA05
Transaction code
Function
Menu path
Create equipment task list
Task lists  For equipment  Create (IA01 )
Create functional location task list
Task lists  For functional location  Create (IA11)
General maintenance task list
Task lists  General task lists  Create (IA05)
2. Enter the following data in the Input screen to create General Task list:
Field name
User action
and values
Comment
Group
MIXER1
Enter the General Task list name
Page 93
Enter the required data as described in the table: Group your task list name in case if it is
external numbering.
Function
Data entry
Screen
Create equipment task list
Enter the equipment number If an equipment task list
already exists, the Task list
overview screen is displayed.
If no equipments task list
exists, the General overview
screen is displayed.
Create functional location Enter the identification of the If a functional location task list
task list
functional location.
already exists, the Task list
overview screen is displayed.
If no functional location task
list exists, the General
overview screen is displayed.
Create
general Enter no data and choose If a general maintenance task
maintenance task list
Continue.
list exists, the Operations
overview screen is displayed.
or:
If no general maintenance
Enter the existing group task list exists, the General
number
and
choose overview screen is displayed.
Continue.
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3.
Choose Enter
4.
Enter all the relevant fields in the screen
Field name
User action
and values
Comment
MIXER5
Enter the name for the task list
group(External)
Description for Task list Group counter.
Planning Plant
1002
Enter the plant
Work Center
ELEC
Usage
4
Planner Group
ELE
Enter the work center from the
dropdown list
Enter the usage – Plant maintenance
Usage
Enter the Planner group
Status
4
Maintenance
Strategy
A
Group
Group Counter
Description
Inspection point
Enter the Status from the list as
Released
Enter the strategy to be followed by
Task list
If you want to assign MICs to the task
list for equipment calibration
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5. Go to Operation Tab
If the Operation is to be carried internally use control key PM01, mention all the operations to
carryout the maintenance tasks with time and no of person required to carryout the work.
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6. Select the Operation and go to Maintenance package.
Assign the relevant Cycle to each Operation. Based on this package assignment to an
operation of a task list, system decides to choose the operation inclusion/exclusion for
strategy based maintenance plan. (You can select relevant cycles to each operation)
7. Operation with external assignment.
If you want to carryout maintenance tasks externally use control key PM03 for the
Operations.
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And populate relevant external parameters.
Choose enter and the screen to populate the services will open. Enter the service and details
related to service.
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Choose back.
Note: When the call object (Maintenance Order) is called from maintenance plan containing
the task list with external Operation an account assigned PR will be created.
8. Incase if you want to attach operations for calibration purposes (master Inspection
Characteristics)
You need to mention
You can mention another Operation in the Operation tab. Select the Operation and go to the
icon
Populate the MIC from the master data of the MIC. Attaching MIC in Task List and assigning
it to a call object (MO) will lead you to create Inspection lot in the maintenance Order.
Assignment of PRT to the Operation where you can compare the standard values with the
reading value of the equipment to be calibrated.
You can assign PRT to the Operation which contains MIC to perform calibration...
Select the Operation and choose
, select for equipment as your PRT.
Populate the relevant information in the popup screen. Control key 1 which says it is for all
functions.
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9. Choose SAVE or (Ctrl+S).
2. Display & Change General Task List.
1. To Display or change general task list access the transaction choosing one of
the following navigation options:
Menu path
Logistics  Plant maintenance  Maintenance
task lists.
Transaction code
IA07/IA13/IA03/ IA06/IA12/IA02
2. Enter the following data:
Field name
User action
and values
Comment
Group (general
Task List )
MIXER5
Enter the General Task list Group
Displayed
3. Choose Enter
Page 100
Release V1.0
11
PREVENTIVE MAINTENANCE PLANS
( WORK PLANNING )
Page 101
Training & User Manual
Page 102
Maintenance Plan
Definition
Description of the preventive maintenance and inspection tasks to be performed at
maintenance objects. The maintenance plans describe the dates and scope of the tasks.
Use
You can create maintenance plans for the technical objects in your company, thereby
ensuring that your technical objects function optimally.
There are different maintenance plan types in maintenance planning. The maintenance plan
you select depends on the type of maintenance planning that you would like to use in your
plant.

Single Cycle Plan or Strategy Plan (Time-Based or Performance-Based)
If you want to perform time or performance-based (counter-based) maintenance
planning, you can work with both single cycle plans as well as strategy plans.
Time- Based Maintenance Plan
Definition
Maintenance is performed in specific cycles for time-based maintenance planning, for
example, every two months or every six months.
To represent simple maintenance cycles, you can create a single cycle plan. To represent
complex maintenance cycles, you can create a strategy plan based on a time-based
maintenance strategy.
Performance-Based Maintenance Plan
Definition
With performance-based maintenance plans, you can plan regular maintenance based on
counter readings maintained for measuring points at pieces of equipment and functional
locations. To represent simple maintenance cycles, you can create a single cycle plan. To
represent complex maintenance cycles, you can create a strategy plan based on a
performance-based maintenance strategy.
Assign a counter to the maintenance plan. Maintenance takes place when the counter for the
technical object has reached a certain reading, for example, every 100 operating hours, every
500 moulding cycles. The calculated planned date depends on the counter reading at the
time of planning, and the estimated annual performance that has been defined for the
counter.
Structure
A maintenance plan basically consists of the following elements:

Maintenance item(s)
Definition
A maintenance item describes which preventive maintenance tasks should take place
regularly at a technical object or a group of technical objects.
A maintenance item could, for example, be "perform safety test". You then assign exactly the
objects (for example, equipment, functional locations or assemblies) at which you want to
perform the maintenance task "safety test" to a maintenance item.
For some call objects, (for example, maintenance order), you can describe the activities that
are necessary for the maintenance item "Perform safety test" using a maintenance task list,
which you assign to the maintenance item. If, for example, the system generates a
Maintenance order for a due date, the operations will be copied from the task list to the
Maintenance order.
Use
You can assign one or more maintenance items to a maintenance plan
You can assign maintenance items to a maintenance plan in the following ways:



You create a maintenance plan and create a maintenance item directly in the
maintenance plan by entering the required data in the tab strip Item.
You create additional maintenance items in a maintenance plan.
You create a maintenance item without assignment and subsequently assign it to a
maintenance plan.
The following rules apply if you assign a maintenance item to a maintenance plan:
o A maintenance item can only be assigned to one maintenance plan.
o You must have created the maintenance item you want to assign to a single
cycle plan or counter plan without reference to a maintenance strategy.
o The maintenance item you assign to a strategy plan must have the same
maintenance strategy as the maintenance plan.
The easiest way is to create maintenance items directly in the maintenance plan.
A maintenance item describes which preventive maintenance tasks should take place
regularly at a technical object or a group of technical objects.
A maintenance plan always automatically contains at least one maintenance item.
You can create additional maintenance items directly in the maintenance plan, or
assign existing maintenance items which have not yet been assigned. Only
maintenance plans for service procurement and maintenance plans which refer to an
outline agreement have only one maintenance item.
For the call objects, maintenance order (PM order) or service order, you can describe
the necessary activities using a maintenance task list which you assign to the
maintenance item.

Maintenance Plan
The maintenance plan contains scheduling information from the following sources:
o For strategy plans from the maintenance strategy assigned to the maintenance
plan
o For single cycle plans, from the maintenance cycle
o For multiple counter plans from the maintenance cycles
o From the scheduling parameters specific to this maintenance plan
When you schedule the maintenance plan, this information is used to calculate the due
dates for the maintenance operations to be performed on the assigned technical
objects.
Single Cycle and Strategy Plan
Definition
Single cycle plans or strategy plans are maintenance plans with which you can show
time-based or performance-based maintenance cycles.
Use

You use single cycle plans to show simple maintenance cycles.
A single cycle plan is the simplest form of maintenance plan. You create a single cycle
plan and define exactly one time-based or performance-based maintenance cycle, in
which you specify the interval at which the maintenance plan should be executed. It
might be used, for example, for the annual maintenance of a car or for the repair of a
photocopier after every 10,000 copies.

In contrast, you use strategy plans to show complex maintenance cycles.
You create a strategy plan and assign a maintenance strategy in which you have
defined the maintenance cycles (in the strategy maintenance packages). A
maintenance strategy contains general scheduling information, and can therefore be
assigned to as many maintenance plans and maintenance task lists as required.
1.
Creating a Time-Based Strategy Plan
1. To create Single cycle Plan access the transaction choosing one of the following
navigation options:
Logistics  Plant maintenance  Maintenance
planning  Maintenance plans  Create 
Strategy plan
IP42/ IP01
Menu path
Transaction code
2. Enter the following data if the the Input screen to create Maintenance Plan.
Field name
User action
and values
Comment
Miantenance Plan
102SAPB
Maintenance Plan
Category
Maintenance
Order
Put in the Format Planner Group
( External Numbering)
Enter the call object to be generated
3.
Choose Enter.
4.
Enter the necessary data.
If you specify a performance unit for the cycle, the system automatically selects the
first counter suitable for the reference object as a default value .
Relation ship table between Number of plan, Items and the number call object and
Number of affected reference object.
No. of Maint No of Maint No of call object
plan
item
1
1
1
1
N
N
1
1
1
No of
catered
ref.
objects
1
N(Without object List)
N( With obj list)
5. Maintain the scheduling parameters if necessary on the tab strip Scheduling
parameters for the maintenance plan.
6. Enter the necessary data for the maintenance item.
7.
You assign a task list if necessary to the maintenance item:
o To assign a task list, choose
.
o To create a task list (category: General task list), choose
Create general task list.
with quick info
8.
Assign further technical objects to the maintenance item if necessary using the tab strip
Object list. This will get populated in the object list tab of the Maintenance order (if the call
object is maintenance order only).
Note that there will be not be any call Object generated for the Object list. The Maintenance
call will be always against a header maintenance item. The history will be always against
header object only.
9.
If you want to create further maintenance items, choose
Item.
with quick info Create Main
You can assign multiple maintenance items for a plan; here the number of call object will be
same as the number of maintenance Item attached.
o
o
o
o
Enter the necessary data, or select an unassigned maintenance item using .
Assign a task list if necessary to each of the maintenance items.
Assign other technical objects if necessary to the maintenance item.
In order to cancel the assignment of a maintenance item to the maintenance
plan, choose . This may be done during equipment dismantling for which
there is an active maintenance plan exists. This is to be carried out manually.
Assign right equipment which has been installed in that location. To avoid this,
Maintenance plan should created against a functional location.
10.
Save the maintenance plan. (Ctrl+S)
3.
Creating a Performance-Based Strategy Plan
1. To create performance based strategy plan access the transaction choosing one of
the following navigation options:
Logistics  Plant maintenance  Maintenance
planning  Maintenance plans  Create 
Strategy plan.
IP42/IP01
Menu path
Transaction code
2.
3.
Enter the following data if the Input screens to create maintenance Plan.
Field name
User action
and values
Comment
Miantenance Plan
102SAPB2
Maintenance Plan
Category
Maintenance
Order(PM)
Put in the Format Planner Group and
plan text(External Numbering)
Enter the call object to be generated
Maintenance
Strategy
A
Choose
Select the strategy for the Plan
.
You reach the initial screen for creating a strategy plan.
4. Enter the maintenance plan text and maintenance item details and choose
.
Enter the counter whose readings is to be serve as a basis for scheduling the counter.
Counter unit must have the same dimension as the maintenance strategy
Counter should be created for the reference object prior to assign to maintenance
plan.
In case multiple counters exist you have to select the relevant counter.
Note that Start counter reading should be less than or equal to the measuring document
reading created against the assigned counter.
Before scheduling the maintenance plan you should post at least one measuring document
against the counter.
9. Save the maintenance plan. (Ctrl+S)
Release V1.0
12
Maintenance Plan Scheduling
Training & User Manual
1. Maintenance Scheduling
Use
You schedule a maintenance plan with which the system generates maintenance call objects
(for example, maintenance orders, Notifications) for the defined cycles.
Scheduling
For each scheduling, the system calculates the due date (planned date) for a maintenance
call object based on the scheduling parameters and the maintenance cycles or packages and
generates maintenance calls. It ensures that at least one maintenance call has the status on
hold. When the maintenance call is due, the system generates a maintenance call object for
each due maintenance item. Which object the system generates for the due date is
determined by the maintenance plan category.
Note: It is planned to have scheduling of maintenance plan i.e. dead line monitoring (IP30) in
background, hence users don’t have schedule it manually. But to fix a call, manual call,
skipping a call, we need to have IP10 transaction
1. To put maintenance plan in scheduling access the transaction choosing one of the
following navigation options:
Menu path
Transaction code
Logistics  Plant maintenance  Preventive
Maintenance
Maintenance
planning

Scheduling for Maintenance Plans  Schedule
IP10
2. Mention the maintenance Plan name that you want to schedule in the input screen.
3. To Schedule the maintenance plan, Go to start button and click, you will get a popup
asking start of Cycle,
4. The system will generate the list of plan and Call dates depend on the Maintenance Plan
Scheduling Parameters.
5. You have Option to restart the cycle, manual calls, and list view of scheduled calls.
To call manually select the manual tab and assign the start date whenever, you want one
call object urgently for which you have already maintenance plan available. You need not
have to create manually the order or notification.
6. You have an option to release a call
required date to call an object
, fixing the call
, displaying the call Object
, skip the call
, selecting the
, Complete the call
.
7. Save the Scheduled plan (Ctrl + S)
8. For skipping call, select the call the press
so you need not to process the call. If you
have problem with the due date you can fix the call
, It is always advisable to fix, skip and
do manual call in Preventive maintenance plan so that we can have reporting that based the
shop floor dynamics, the call generation has been changed. Moreover, our ultimate aim is to
make the condition of technical object ready for production.
Automatic Deadline Monitoring (This will be run in Background)
You can use this function to simplify the generation of maintenance call objects for
maintenance plans. Start the deadline monitoring at regular intervals using an internally
programmed report (for example, weekly or for a weekly cycle). The system then generates
the maintenance call objects according to the cycles defined.
A start date or an initial counter reading must have been entered in the scheduling
parameters for the maintenance plan, or you must have already scheduled the maintenance
plan once (see First-Time Scheduling).
When you run the deadline monitoring function, the system converts all the maintenance
calls, for which the call horizon has been reached, into maintenance call objects. The system
also performs a complete rescheduling of the maintenance plan and ensures that
maintenance calls are always available for the period which you have defined as the
scheduling period.
Scheduling period
30 days
Deadline monitoring on:
01. January, 19XX
Scheduling performed up to:
01. February, 19XX
Even if you do not specify a scheduling period in the maintenance plan, scheduling is
performed at least once, and the system generates at least one maintenance call. The
maintenance plan is automatically extended. You no longer need to schedule the
maintenance plan manually using the scheduling function.
Scheduling parameters
You can control special scheduling requirements using the scheduling parameters in the
maintenance plan. The system calculates the cycles in which maintenance call objects
should be generated, based on these scheduling parameters. The following data is also
considered:

For performance-based or time-based strategy plans: the maintenance strategy

For single cycle plans: the maintenance cycles defined in the maintenance plan

For multiple counter plans: the maintenance cycles defined in the maintenance plan
You schedule a maintenance plan which contains a 2-month and a 6-month
package. The first due package is the 2-month package. After four months, the
2-month package is due again. After six months, both the 2-month package and
the 6-month package are due.
If you specify a scheduling period for a maintenance plan in the scheduling parameters, the
system calculates the due dates for this period of time, and generates maintenance calls. For
example, you can enter a scheduling period of 365 days or 6 months to obtain an overview of
the due dates for the entire year or half year.
2. Scheduling a Maintenance Plan Automatically (Dead Monitoring)
1. To create Single cycle Plan access the transaction choosing one of the following
navigation options:
Menu path
Transaction code
Logistics  Plant maintenance  Preventive
Maintenance
Maintenance
planning

Scheduling for Maintenance Plans  Deadline
monitoring
IP30
You reach the initial screen for deadline monitoring.
2. Enter the maintenance plans or maintenance strategies for which the system should
perform scheduling.
Field name
User action
and values
Comment
Maintenance Plan
(R)
102SAP2
Maintenance Plan
Category
(O)
PM
Enter the Maintenance plan(s) you want
to schedule or in background variant
may be created.
Depend on the Plan category you can
sort your maintenance Plan populate
this field
Maintenance
Startegy (O)
A
Interval for call
Objects
Depend on the maintenance strategy
you can sort your maintenance Plan
populate this field
You use this parameter to control the period
of time for which the system generates
maintenance call objects for on-hold calls.
3. Select either Call transaction or BDC session (batch input). The Call Transaction mode
is proposed by the system.
4.
Start the program using Program  Execute.
The system generates maintenance calls and/or maintenance call objects for the
maintenance plan(s) selected.
5. Choose
to exit out of the screen.
Management of Technical Objects
IH08
Display Equipment
IE07
Equipment List (Multi-level)
IH04
Equipment Structure
IH06
Display Functional Location
IL07
Funct. Location List (Multi-Level)
IH07
Display Reference Location
IH02
Reference Location Structure
IK17
Display Measuring Points
IK51
MeasReading Transfer Structure
IK52
MeasReading Transfer History
IQ09
Material Serial Number
CR05
Work Center List
CR06
Work Center Assignment to Cost Ctr
CR10
Work center change documents
CS14
BOM Comparison
Preventive Maintenance
IP16
Display Maintenance Plan
IP18
Display Maintenance Item
IP19
Graphical scheduling overview
IP24
Scheduling overview list form
IA09
Display Task Lists
IA10
Display Task Lists (Multilevel)
IA16
Cost Maintenance Task Lists
IA17
Print Maintenance Task Lists
Maintenance Processing
IW39
Display PM orders
IW40
Display Orders (Multi-Level)
IW49
Display Operations
IW65
Display activities
IW68
Change Notification Items
IW69
Display Notification Items
Standard Analysis
MCI2
PMIS: Manufacturer Analysis
MCI3
PMIS: Location Analysis
MCI4
PMIS: Planner Group Analysis
MCI5
PMIS: Object Damage Analysis
MCI6
PMIS: Obj.Statistic.Analysis
MCI7
PMIS: Breakdown Analysis
MCI8
PMIS: Cost Evaluation
MCJE
PMIS: Info System
MCJB
MTTR/MTBR for Equipment
MCJC
MTTR/MTBR for Functional Location