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    Training Manual: SAP Plant Maintenance 

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    USER MANUALPlant Maintenance  – Master Data

    Submitted to

    WBSEDCL

    By

    TATA CONSULTANCY SERVICES LTD.

    AUGUST 15

    Version: 1.0

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    Table of Contents1. Plant Maintenance Master Data ............................................................................................................

    1.1 Functional Location ...............................................................................................................4

    1.1.1 Structure indicator .................................................................................................................

    1.1.2 Create Functional Location ...................................................................................................

    1.1.3 Change Functional Location ............................................................................................... 1

    1.1.4 Display Functional Location ............................................................................................... 1

    1.2 Work Center ........................................................................................................................15

    1.2.1 Create Work Center ............................................................................................................. 1

    1.3 Equipment ...........................................................................................................................23

    1.3.1 Create Equipment ................................................................................................................ 21.3.2 Change Equipment .............................................................................................................. 2

    1.3.3 Display Equipment .............................................................................................................. 3

    1.4 Maintenance Strategy ..........................................................................................................31

    1.4.1 Create Maintenance Strategy ............................................................................................... 3

    1.5 Maintenance Task List ........................................................................................................38

    1.5.1 Create General Maintenance Task List ............................................................................... 3

    1.5.2 Change General Maintenance Task List.............................................................................. 4

    1.5.3 Display General Maintenance Task List ............................................................................. 4

    1.5.4 Create Functional Location Task List ................................................................................. 5

    1.5.5 Change Functional Location Task List................................................................................ 5

    1.5.6 Display Functional Location Task List ............................................................................... 6

    1.5.7 Create Equipment Task List ................................................................................................ 6

    1.5.8 Change Equipment Task List .............................................................................................. 7

    1.5.9 Display Equipment Task List .............................................................................................. 8

    1.6 Characteristic & Class .........................................................................................................85

    1.6.1 Create Characteristic ........................................................................................................... 8

    1.6.2 Create Class ......................................................................................................................... 8

    1.7 Measuring Point & Measuring Point as a Counter ..............................................................91

    1.7.1 Create Measuring Point ....................................................................................................... 9

    1.7.2 Create Measuring Point as a Counter .................................................................................. 9

    1.8 Maintenance Plans ...............................................................................................................97

    1.8.1 Create Single Cycle Maintenance Plan (Time Based) ...................................................... 10

    1.8.2 Create Strategy Plan (Time or Performance Based) .......................................................... 10

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    1.8.3 Schedule Maintenance Plan ............................................................................................... 11

    1.8.4 Schedule Overview List: Maintenance Plans .................................................................... 11

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    Plant Maintenance Master Data 

    Functional Location

    Information: Functional location represents the place at which a maintenance task is performed.

    The locations of technical system, building, or part thereof, within a plant are structured in

    hierarchical order. Equipment is installed within a functional location.

    1.1.1  Structure indicator

    There will be two different structure indicators which shall be used for WBSEDCL. The details

    are as follows:

    1)  ZDCL1 - General

    Example:

    1111100 Jaldhaka Stage-I

    1111100-CVL Civil

    1111100-CVL-BAR Barrage

    3513009 Asansol(D) Division CCC

    3513100 Asansol(O &M ) Sub Division

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    2)  ZDCL2 - For CCC and Lower Level locations under Sub Station

    Example: 

    1.1.2  Create Functional Location

    3133104-CNR1 PTR C and R Panel 13133104-CNR2 PTR CR PANEL 2

    3133104-PTR1 6.3 PTR 1

    3133104-PTR2 6.3 PTR 2

    3133104-PTR3 6.3 PTR 3

    3133104-SGVCB1 11 VCB SGVCB 1

    3133104-SGVCB10 11 VCB SGVCB 10

    3133104-SGVCB11 11 VCB SGVCB 11

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    Trigger: Perform this procedure when you need to create a functional location master data.

    Access Transaction By: 

    MenuLogistics

    Transaction code IL01 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Create Functional Location: I ni tial Screen

    Enter the „ Functional location category’   and „Structure indicator’   (In this case, the structure

    indicator is „ZDCL1‟ and the functional location category is always „M‟. You can also structure

    indicator ‟ZDCL2‟, if applicable.); click „Enter „key, so that the ‘Edit mask’  appears as shown

    above.

    Click on the „Enter‟  button, to go to the following screen; enter the functional location that

    you want to create as per the edit mask defined.

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    Click on the „Enter‟  button, to go to the next screen.

    2. Create Functional Location: Master Data  

    Enter the „ Description’  of the functional location that you want to create. Entry in this field is

    mandatory.

    3. Create Functional Location: General Data 

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    Enter all the relevant details in fields as shown above. Entry in the „Start-up date’  field is

    mandatory.

    Note: It is a good practice to maintain all the other relevant fields in the above screen in order to

    have optimum data availability in the system, for further reference and analysis.

    Select the tab.

    4. Create Functional Location: Location Data  

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    Enter all the details in fields as shown above.

    Select the tab.

    5. Create Functional Location: Organization Data  

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    Enter all the details in fields as mentioned above. Entry in the ‘Cost Center’  field is mandatory.

    Select the tab.

    6. Create Functional Location: Structure Data  

    Ensure the „SupFunctLoc.’  field is maintained for all sub-functional locations, from the drop

    down list (if not maintained automatically by the system).

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    Ensure the „ Equi-installation allwd’  check box is activated, if you need to install equipment(s).

    Click on the „Save‟  button;

     Now the system displays the following message.

    The system task is now complete.

    1.1.3  Change Functional Location

    Trigger: Perform this procedure when you need to change certain details in a functional locationmaster data.

    Access Transaction By: 

    Menu

    Transaction code IL02 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Change Functional L ocation: I ni tial Screen  

    Enter the value in „ Functional loc.’   field from the drop down list for which the master data

    details need to be changed, and click „Enter‟ key.

    Select the tab.

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    2. Change Functional Location: Organization Data  

    Choose the relevant field that you want to change and click “F4” key to choose the exact data as

    shown above:

    For example, the „ Main WorkCtr ’  field needs to be changed from ‘ O/M WC ’  to

    ‘CIVIL’ . Select the line item called ‘CIVIL’ from the drop down menu and double-click.

    Click on the „Save‟  button;

     Now the system displays the following message.

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    The system task is now complete.

    1.1.4  Display Functional Location

    Trigger: Perform this procedure when you need to display a functional location master data.

    Access Transaction By: 

    MenuDisplay 

    Transaction code IL03 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Display Functional Location: I ni tial screen  

    Enter the value in „ Functional loc.’  field from the drop down list for which you want to display

    the master data details, and click on the „Enter‟  button.

    All the details that you want to view for the above functional location can be viewed.

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    For example, if you want to know the „ Location’ of the functional location as shown above, then

    click on „ Location’  tab and view the details.

    2. Display Functional Location: L ocation Tab  

    Note: To view the list of all the functional locations within the plant, use the following

    transaction codes:

    •  IH01: Functional Location Structure: Structure List•  IH06: Display Functional Location: Functional Location List

    The system task is now complete.

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    Work Centre

    Information: A work center is an organizational unit within an operational system.

    A Plant Maintenance work center can be one of the following:

    -  Person (for maintenance purposes)

    -  Group of people (for maintenance purposes)

    In Plant Maintenance, work centers are used as:

    -  Main work center in the master record for the equipment or functional location

    -  Main work center in a maintenance item

    -  Main work center in the task list header-  Performing work center in the operations for a task list-  Main work center in the order header

    -  Performing work center in the operations for an order

    1.2.1  Create Work Centre

    Trigger: Perform this procedure when you need to create a Work Center master data, for plant

    maintenance use.

    Access Transaction By: 

    Menu

    Create 

    Transaction code IR01 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

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    1. Create Work Center: I ni tial Screen  

    Enter the values in „ Plant’, ‘Work Center’ & ‘Work Center Category’  fields shown in screenshot

    as above.

    Click on the „Enter‟  button.

    Select the tab.

    2. Create Work Center: Basic Data  

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    Enter values in the fields shown in screenshot as above.

    Select the tab.

    3. Create Work Center: Defaul t Values

    Enter the value in „Control key’  field shown in screenshot as above.

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     Now select the tab.

    4. Create Work Center: Capacity  

     Now click on the „Goto’  button as shown in screenshot below:

    5. Create Work Center: Capacity  

    Further, follow the path as shown in screenshot as above.

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    Click on the line; the following screen will appear.

    6. Change Work Center Capacity: H eader  

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    Enter the values in fields shown in screenshot as above. Click

    on the „Enter‟  button.

    7. Create Work Center: Capacity Overview  

    Enter the value in field shown in screenshot as above.

     Now select the tab.

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    8. Create work Center: Scheduling  

     Now enter the values shown in screenshot as above.

     Now select the tab.

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    9. Create Work Center: Cost Center Assignment  

    Enter values in fields shown in screenshot as above.

    Click on the „Save‟  button; the system displays the following message.

    The system task is now complete.

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    Equipment

    Information: The technical object, equipment is an organizational unit within logistics that

    structures the maintenance objects of a plant, which is repaired / replaced / maintained

    independently and installed / dismantled at a functional location.

    A piece of equipment is an individual object that is to be maintained independently. Each piece

    of equipment is managed independently in the system to,

    •  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

    1.3.1  Create Equipment

    Trigger: Perform this procedure when you need to create new equipment master.

    Access Transaction By: 

    Menu

    Transaction code IE01 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

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    1. Create Equipment: I ni tial Screen  

    Enter the value in „ Equipment category’  field from the drop down menu as shown in screen

    above. Entry in this field is mandatory.

    Click on the „Enter‟  button to go to the following screen.

    2. Create Equipment: Location  

    Enter the „ Description’  of the equipment. Entry in this field is mandatory.

    Note: The equipment number proposed by the system as shown above is temporary.

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    Select the tab.

    3. Create Equipment: L ocation Tab  

    Maintain relevant fields in „ Location’  tab as shown above.

    Select the tab.

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    4. Create Equipment: Organization Tab  

    Maintain relevant fields in „Organization’  tab as shown above. Entry in the „Cost Center’  field is

    mandatory.

     Now choose the tab.

    5. Create Equipment: Structure Tab  

    Follow the steps as shown in the screenshot above.

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     Now you have installed the equipment to the functional location of your choice, as shown above.

    6. Create Equipment: War ranty Data Tab  

     Now choose the tab.

    In this screen, you can maintain the „Warranty’  details for the equipment.

    Click on „Save‟  button.

     Now the system displays the following message.

    The system task is now complete.

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    1.3.2  Change Equipment

    Trigger: Perform this procedure when you need to change certain details to an equipment master

    data.

    Access Transaction By: 

    Menu

    Transaction code IE02 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Change Equi pment: I ni tial Screen  

    Enter the equipment number as shown in the above screen and click on the „Enter‟  button,

    to go to the following screen.

    Select the tab;

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    2. Change Equi pment: Location Tab  

    For example, change the ‘Work center’  as shown in the following screen.

    Note: Basically the change mode is used to enter a new value in fields which are blank (these

    values are entered manually) or to change the existing values in fields to another value (chosen

    from the drop down list), if required.

     Now click on the „Save‟  button.

     Now the system displays the following message;

    The system task is now complete.

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    1.3.3  Display Equipment

    Trigger: Perform this procedure when you need to display equipment master data.

    Access Transaction By: 

    MenuManagement of Technical 

    Transaction code IE03 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Di splay Equipment: Ini tial Screen  

    Enter the equipment number as shown in the above screen and click on the „Enter‟  button,

    to go to the following screen.

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    2. Di splay Equipment: Location 

     

    The system task is now complete.

    Note: To view the list of all the equipments within the plant, use the following transaction codes:

    •  IH08: Display Equipment: Equipment List•  IE07: Multi-Level Equipment List: List of Equipment•  IH03: Equipment Structure: Structure List 

    Maintenance Strategy

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    Information: Maintenance strategy consists of several maintenance packages and incorporates

    the scheduling rule for preventive maintenance. Maintenance strategies

    (Time based and performance based) are assigned to task lists.

    Maintenance packages are a part of a maintenance strategy. Maintenance packages define the

    frequency at which specific operations are carried out. They are assigned to operations in a task

    list. In this way, the frequency with which the operations should be executed is defined.

    A task list with a maintenance strategy consisting of maintenance packages is assigned to a

    maintenance plan.

    1.4.1  Create Maintenance Strategy

    Trigger: Perform this procedure when you need to create a Maintenance Strategy master data,

    for Plant Maintenance use.

    Access Transaction By: 

    Menu

    Transaction code IP11 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Change Maintenance Strategies: Overview  

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    The following screen appears shown as above.

     Now click on the button.

    2. Change Maintenance Strategies: Details  

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    Enter the values in fields shown in screenshot as above.

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    3. Change Maintenance Strategies: Maintain Package  

     Now, click on the button; as the screen changes, click on the

    Button.

    Enter the values in fields for the ‘maintenance package’  that you want to create based on the ‘strategythat you want to create.

    For example, enter details shown in screenshot as above.

    Click on the „Save‟  button; to view the details of the maintenance package that was created by yo

    click on the button.

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    Maintenance Task List

    Information: Maintenance task lists (General, Equipment specific or Functional location specifi

    describe a sequence of individual maintenance activities, which are performed repeatedly within

    maintenance plant. Task lists are plant specific in nature. Maintenance task lists are used for recurrin

    and planned maintenance activities such as inspection, preventive maintenance and planned repairs.

    In Plant Maintenance, there are three different types of task lists used. They are,

    •  General Maintenance Task List (A)

    •  Equipment Task List (E)

    •  Functional Location Task List (T)

    1.5.1  Create General Maintenance Task List

    Trigger: Perform this procedure when you need to do create a General Task List master data, for Plan

    Maintenance use.

    Access Transaction By: 

    Menu 

    Transaction code IA05 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Create General Task L ist: I ni tial Screen  

    Enter the task list date in field shown in screenshot as above.

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    Click on the „Enter‟  button to go to the next screen;

    2. Create General Task L ist: H eader General View  

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    Enter information in the fields shown in screenshot as above. Make use of the information

    furnished in the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R” = Required, “O” = Optional, “C” = 

    Conditional.

    Field Name  Description R/O/  User Action and 

    Comments C  Values 

    Leave blank. System

    GroupA name for a group of one will automaticallyOr more task lists. assign an internal

     Number.

    Group counter. Identifies Leave blank. SystemGroup each task list that is a part will automatically

    counter of the Group (1 in the assign an internalScreen shot above). Number.

    A long textIs available.

    The text onDescriptive name of the this screen

    Task list Task list. This is a free textR

    Enter the description is

    description field to enter a name for the Of the task list. transferredTask list. to the first

    line of the

    long text

    Screen.

    PlanningPlant in which maintenancetasks are planned or R

     plantPrepared.

    Key for identifying the work

    Work centercenter responsible for the

    R Enter the work center.completion of the

    Maintenance tasks.

     Number which identifiesEnter the number of

    Maintenance The maintenance plant.R the maintenance

    Plant

    This is the plant that thePlant.

    Work center belongs to.

    Usage 4 will

    limit the

    UsageIndicates the area(s) where

    R Enter usage 4usage to

    The task list can be used. only PlantMaintenance.

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    Status

    Indicates the processing

    R Enter status 4.Status of the task list.

    Condition of the equipmentservice tasks must beThe maintenance strategy

    Maintenance that controls the sequenceO

    Enter a strategy, if

    strategy of planned maintenance Applicable.

    Tasks.

     Now click on the button to go to the next screen.

    3. Create General Task li st: Operation Overview  

    Enter information in the fields shown in screenshot as above. Make use of the information

    furnished in the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R”=Required, “O”=Optional, 

    “C”=Conditional 

    Field Name  Description  R/O/C User Action and 

    Comments Values 

    OpAc Number of the operation or

    R  The system supplies

    Activity. These numbers.

    Sub-operation number.For the sub-operationline, change the

    Sub-operations are used tooperation field to the This function

    allocate persons andoperation number in will be

    SOp machines to an operation Owhich the sub- seldom

    for which several personsOperation refers. Used.

    or machines are needed atEnter a sub-operation

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     Number.

    If required,

    An organizational unit that Defaults from the this can bechanged to

    defines where and when an Main work centerWork ctr R   the desired

    operation should be carried entered on thework center

    Out. Header. of your

    choice.

    Maintenance plant is the Will default from the

    Plnt place where the work will R  

    Planning plant on the

    header data screen. be performed. In the

    illustration above, the plantnumber is the planning plant.

    Control key for theoperation that determines

    PM01 =which business

    Accept or modify the Internal.Ctrl transactions should be R

    Default (PM01). PM03 =Executed for the operation.

    External.For example scheduling or

    Costing.

    Enter a description ofLong textcan be

    the operation to beOperationDescription Short text of the operation. R added to

     performed (max 40give further

    characters).information.

    To enter a long text, press the key

    at this time so that the

    system will accept theentries made up to

    this point. Highlight

    the line you are

    working on by clicking

    LTIndicator that a long text

    Oon the blank box at

    Exists for this operation. the extreme left end

    of the line. Click on

    the Long text buttonat the top of the

    Screen. Type the

    Desired long text. Toreturn to the Overview

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    screen, click on the

    Back button.

    Amount of work involved in Enter the valueWork R involved for the

    Performing the activity.Particular operation.

    Enter the valueUn. Unit for work. R involved for the

    Particular operation.

     Number of the persons Enter the value No. required to carry out the R involved for the

    Operation. Particular operation.

    The normal duration

    Enter the value involved

    for the particularoperation.

    Duration

    Required to carry out the

    activity. R

    Unit in which the normal Enter the valueUn. duration of the activity is R involved for the

    Expressed. Particular operation.

    If one of the lines of data needs to be deleted, highlight the line and click on the ‟Delete‟  

     button;

    Additional fields are visible in this view by scrolling to the right. Procedures for additional fields

    are covered by selecting the button „Internal‟ (Internal Processing –  

    Shift+F5) or „External‟ (External Processing –  Shift+F6).

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    4. Create General Task L ist: I nternal Processing Operati on  

    Click on the „Back‟  button to return to the screen, “Create General Task List: Operation Overview”. Click on the selection box next to the operation that needs to be processed;

    further click on the „External processing‟ button.

    5. Create General Task L ist: External Processing Operati on  

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    Additional information can be added to the task list in the same way that can be done with the PM

    orders. Selecting various buttons attached to the operation enters the additional information.

    Listed below are the various functions available:

    •  : Material Components Overview 

    Components or material can be added to each operation by selecting this button.

    •  : Relationship Overview 

    Relationships can be established between the operations.

    Select a specific line item no. of a specific operation and then click onButton to view the following screen as shown below:-

    Select the specific package (or packages) for the operation (or operations) as shown in the abovescreenshot.

    Click on the „Save‟  button to save the task list;

    The system displays the following message.

    The system task is now complete.

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    1.5.2  Change General Maintenance Task List

    Trigger: Perform this procedure when you need to do certain changes to an already created Gener

    Maintenance Task List master data.

    Access Transaction By: 

    Menu 

    Transaction code IA06 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    Tips & Tri cks:  

    By using the „Copy Reference’   function from another general, equipment, or functional location tas

    list, you can create a new task list.

    The PM System manages all maintenance task lists within a group as one unit. It is recommended th

    you divide task lists into several smaller and more manageable groups. This reduces the volume of da

     processed when the group is accessed and has a positive effect on the system response time.

    1. Change General Task L ist: I ni tial Screen  

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    Enter the values in „Group’ & ‘Group counter’  fields (if there are more than one group counter for th

    group selected) that you want to change, shown in screenshot as above.

    Click on the „Save‟  button to go to the next screen;

    2. Change General Task L ist: Operati on Overview  

     Now click on the button to go to the screen shown as below.

    3. Change General Task L ist: H eader General View  

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    Here we have added the „maintenance strategy’  field called „PMPKG1‟ to the task list.

     Now select the button.4. Change General Task L ist: H eader General View  

    Here, in the above screen, we can find the „maintenance package’  tab at the bottom left corner. Click

    on the button, to go to the next screen.

    5. Change General Task L ist: Maintenance Package Overview  

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    Click on the „Save‟  button to save the task list. The system displays the following message.

    The system task is now complete.

    1.5.3  Display General Maintenance Task List

    Trigger: Perform this procedure when you need to view details in an already createdGeneral

    Maintenance Task List master data.

    Access Transaction By: 

    reventive Maintenance Menu 

    Transaction code IA07 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Display General Task L ist: I ni tial Screen  

    Enter the values in ‘Group’ & ‘Group counter’  fields in the screenshot as above; click on the „Enter‟

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     button to go to the next screen.

    2. Display General Task L ist: Operation Overview  

    Click on the button to go to the next screen.

    3. Display General Task L ist: Maintenance Package Overview  

    The above screen displays the „maintenance package’  attached to the task list, for all the operations.

    Similarly you can display the components attached, by selecting any operation and clicking on the

     button, and so on.

    Similarly „ Header’  data , ‘Operation’  data (Internal & External) and „Task list’  data can be displayed b

    clicking on the respective buttons.

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    The system task is now complete.

    1.5.4  Create Functional Location Task List

    Trigger: Perform this procedure when you need to create a Functional Location Task List master data

    Access Transaction By: 

    Maintenance Menu 

    Transaction code IA11 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Create Functional Location Task L ist: I ni tial screen  

    Enter the value in ‘Functional location’  from the drop down list for which you want to create the tasklist, shown in screenshot as above.

     Now click on the „Enter‟  button to go to the next screen.

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    2. Create Functional L ocation Task List: H eader General View  

    Enter information in the fields shown in screenshot as above. Make use of the information

    furnished in the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R”=Required, “O”=Optional,“C”=Conditional 

    Field Name  Description  R/O/C User Action and 

    Comments Values 

    Leave blank. System

    GroupA name for a group of one will automaticallyor more task lists. assign an internal

    number.

    Group counter. Identifies Leave blank. SystemGroup each task list that is a part will automatically

    counter of the Group (1 in the assign an internal

    Screen shot above). Number.

    A long textis available.

    The text onDescriptive name of the A name that will

    describe

    this screen

    Task list

    description Task list. This is a free text is

    R  

    The Task list.(Bidhannagar Division

     –  I).field to enter a name for transferred

    The task list. to the first

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    line of the

    long text

    screen.Planning

    Plant in which maintenancetasks are planned or R  

     plantPrepared.

    Key for identifying the Work

    Work center

    Center responsible for the

    completion of the maintenance

    task. R   Enter the work center. 

     Number which identifiesEnter the number of

    Maintenance the maintenance plant.R the maintenance plant This is the plant that the

    Plant.Work center belongs to.

    Usage 4 willlimit the

    UsageIndicates the area(s) where

    R Enter usage 4.usage to

    The task list can be used. only PlantMaintenance

    e.

    Key which identifies the Enter a planner group

    Status

    Indicates the processing

    R Enter status 4.Status of the task list.The maintenance strategy

    Maintenance that controls the sequenceO Enter a strategy.strategy of planned maintenance

    Tasks.

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     Now choose button to go to the next screen.

    3. Create Functional L ocation Task L ist: Operati on Overview  

    Enter information in the fields shown in screenshot as above. Make use of the

    information furnished in the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R”=Required, “O”=Optional, 

    “C”=Conditional. 

    Field Name  Description  R/O/C User Action and 

    Comments Values 

    OpAc Number of the operation or

    R  The system supplies

    Activity. These numbers.

    Sub-operation number.For the sub-operationline, change the

    Sub-operations are used toThis functiooperation field to the

    allocate persons andoperation number in will be

    SOp machines to an operation Owhich the sub- seldom

    for which several personsOperation refers. Used.

    or machines are needed at

    Enter a sub-operationThe same time.  Number.

    An organizational unit that Defaults from the

    Work ctrdefines where and when

    R  Main work center

    an operation should be entered on the

    Carried out. Header.

    Maintenance plant is the

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     place where the work will Will default from the

    Plnt be performed. In the R   planning plant on the

    illustration above, the plant Header data screen.

    number is the planning

     plant.

    Control key for theoperation that determines

    which businessAccept or modify the

    The valueCtrl transactions should be R will usually

    Default.Executed for the operation. be PM01.

    For example scheduling orCosting.

    Enter a description ofthe operation to be

    Description Short text of the operation. R Performed. Long text

    can be added to give

    further information

    To enter a long text, press the key

    at this time so that the

    system will accept theentries made up to

    this point. Highlight

    the line you areworking on by clicking

    LTIndicator that a long text

    O

    on the blank box at

    the extreme left endExists for this operation. Of the line. Click on

    the Long text button

    at the top of the

    Screen. Type theDesired long text. To

    return to the

    Overview screen,

    click on the Back

    Button.

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    If one of the lines of data needs to be deleted, highlight the line and click on the

    „Delete‟  button.

     Now select the „Operation 0010’  and click on the button.

    4. Create Functional L ocation Task L ist: I nternal Pr ocessing Operation  

     Now revert back by clicking „Enter‟  button to go to the “Create Functional Location

    Task list: Operation Overview” screen.

    Select the Operation 0020 and choose button.

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    5. Create Functional L ocation Task L ist: External Processing Operati on  

    Click on the „Save‟  button to save the task list; the system displays the following

    message.

    The system task is now complete.

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    1.5.5  Change Functional Location Task List

    Trigger: Perform this procedure when you need to do certain changes to an already created

    Functional Location Task List master data.

    Access Transaction By: 

    Menu 

    Location 

    Transaction code IA12 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Change Functional Location Task L ist: I ni tial Screen  

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    Enter information in the fields shown in screenshot as above. Make use of the information

    furnished in the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R”=Required,

    “O”=Optional,“C”=Conditional 

    Field Name  Description  R/O/C 

    User Action and 

    Comments Values 

    If you are creating anew group, enter a New group name. If

    you are adding a If you are

    A task list group combinescounter to an existing creating agroup, select the new group,

    one or more task listsGroup R   group name from the the data

    according to their logicalDrop down list. If you fields on the

    Features. are adding a task to a screens will

    task list that is already  be blank.in the system, select

    the group name from

    The drop down list.

    Default values and settingsfor routings or standard

    Profile Networks. Use profiles to

    OEnter a profile, if

     predefine fields such as Needed.

     plant, purchasing section,

    Or unit of measure.

     Number identifying theChange Engineering Change

     NA Not used at this time.number Management master

    Record.

    Date on which the task list The system willKey date is to be edited or created R   default the current

    For use. Date.

    Click on the „Enter‟  button, to continue to the next screen.

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     Now select the tab to go to the next screen.

    2. Change Functional Location Task L ist: Header General View  

     Now click the tab to go to the next screen.

    3. Change Functional Location Task L ist: Operation Overview

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    1.5.6  Display Functional Location Task List

    Trigger: Perform this procedure when you need to view details in an already created Functional

    Location Task List master data.

    Access Transaction By: 

    Menu 

    Transaction code IA13 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Display Functional Location Task L ist: I ni tial Screen  

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    Select the „ Functional location’  that you want to display from the drop down list; click on the

    „Enter‟  button to go to the next screen.

    2. Di splay Functional Location Task List: Operati on Overview  

    Select the „Operation 0010’  (line item 1) and click on the tab to display the

    material components assigned to the operation as shown in the following screen.

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    3. Task List for Functional Location D isplay: Component Overview  

     Now click on the button to view the header details.

    4. Display Functional Location Task L ist: Header General View  

    Select the tab.

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    5. Di splay Functional Location Task List: Task List Overview  

    The system task is now complete.

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    1.5.7  Create Equipment Task List

    Trigger: Perform this procedure when you need to create an Equipment Task List master data.

    Access Transaction By: 

    Menu

    Transaction code IA01 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Create Equipment Task L ist: I ni tial Screen  

    Enter the value in „ Equipment’   field that you want to display from the drop down list; click on th

    „Enter‟  button to go to the next screen.

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    2. Create Equipment Task List: H eader General View  

    Enter information in the fields shown in screenshot as above. Make use of the information

    furnished in the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R”=Required, “O”=Optional, 

    “C”=Conditional 

    Fields  Description  R/O/C User Action and 

    Comments Values 

    Leave blank. System

    GroupA name for a group of one will automatically

    or more task lists. assign an internal

     Number.

    Group counter. Identifies Leave blank. SystemGroup each task list that is a part will automatically

    counter of the Group (1 in the assign an internal

    Screen shot above). Number.A long textis available.

    Descriptive name of theThe text on

    this screenTask list Task list. This is a free text A name to describe

    R isdescription field to enter a name for The Task list.

    transferred

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    to the first

    line of the

    long text

    screen.

    PlanningPlant in which

    maintenance tasks are R BS01 plant

    Planned or prepared.

    Key for identifying the

    Work centerwork center responsible

    REnter the work center.

    for the completion of the MAINT

    Maintenance tasks.

     Number which identifiesEnter the number of

    Maintenance The maintenance plant. R the maintenance plant This is the plant that the

     plant. (CH01)Work center belongs to.

    Usage 4 will

    Indicates the area(s)limit theusage to

    Usage where the task list can be R Enter usage 4.only Plant

    Used. Maintenanc

    e.

    Key which identifies the Enter a planner group

    Status

    Indicates the processing

    R Enter status 4.Status of the task list.Condition of the

    The maintenance strategyMaintenance that controls the sequence

    O Enter a strategy.strategy of planned maintenance

    Tasks.

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     Now select the tab.

    3. Create Equipment Task L ist: Task L ist Overview  

    All the values are popped up from the earlier screen ( Header  details) as shown above.

     Now click on the tab.

    4. Create Equipment Task L ist Operati on Overview  

    Enter information in the fields shown in screenshot as above. Make use of the information furnished in

    the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R”=Required, “O”=Optional,“C”=Conditional 

    Field Name  Description  R/O/C 

    User Action and 

    Comments Values 

    OpAc Number of the operation or

    R  The system supplies

    Activity. These numbers.

    Sub-operation number.For the sub-operationline, change the

    Sub-operations are used tooperation field to the This function

    allocate persons andoperation number in will be

    SOp machines to an operation O

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    for which several personsOperation refers. Used.

    or machines are needed atEnter a sub-operation

    The same time. Number.

    An organizational unit that Defaults from the

    Work ctrdefines where and when an

    R  Main work center

    operation should be carried entered on the

    Out. Header.

    Maintenance plant is the place where the work will

    Will default from theBe performed. In the

    Plnt R   planning plant on theillustration above, the plant

    Header data screen.number is the planning

    Plant.

    Control key for theoperation that determines

    which businessAccept or modify the

    The valueCtrl transactions should be R   will usually

    Default.Executed for the operation. Be PM01.

    For example scheduling or

    Costing.

    Enter a description ofthe operation to be

    Description Short text of the operation. R   Performed. Long textcan be added to give

    further information

    To enter a long text, press the key

    at this time so that thesystem will accept the

    LTIndicator that a long text

    Oentries made up to

    exists for this operation. this point. Highlightthe line you are

    working on by clickingon the blank box at

    the extreme left end

    Of the line. Click on the Longtext button at the top of the

    screen. Type the desired long

    text. To return to the Overview

    screen, click on the Back

     button. 

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    If one of the lines of data needs to be deleted, highlight the line and click on the „Delete‟  button.

    Additional fields are visible in this view by scrolling to the right. Procedures for additional fields ar

    covered by selecting the buttons „Internal‟ (Internal Processing  –  Shift+F5) or „External‟  (Externa

    Processing –  Shift+F6).

    5. Create Equipment Task L ist: I nternal Processing Operation  

    Enter information in the fields shown in screenshot as above. Make use of the information furnished i

    the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R”=Required, “O”=Optional, 

    “C”=Conditional 

    Field 

    Description  R/O/C 

    User Action and 

    Comments Name  Values 

    Operations/ Number of the operation

    Should default in

    R from the previousSub-op And sub-operation.

    Screen.

    Standard Text Keyidentifies a text that is

    Std text frequently used toO

    Select a standard textkey describe certain key, if needed

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     processes, for example

    Turning or milling.

    Enter a short text if not

    Short Text

    Short text of the

    O

    done in overview. A

    long text can be addedOperation.  by selecting the long

    text button.

    An organizational unitDefaults from the main

    Work that defines where andR work center entered on

    center when an operationThe header data screen.

    Should be carried out.

    Maintenance plant isthe place where the

    Defaults from the plantWork will be performed.

    Plnt R entered on the headerIn the illustration above,

    Data screen.the plant number is thePlanning plant.

    Control key for theoperation that

    determines whichDefaults from the

    Control key business transactionsR operation overview

    (Ctrl) should be executed forScreen.the operation, for

    example scheduling or

    Costing.

    Part of a piece of

    Equipment. Equipment Enter the materialcan be sub-divided into

    number or equipmentAssemblies. This field

    Assembly O number or select thecan identify the task list

    hierarchy button toas being particular

    Choose the assembly.assembly or

    Construction type.

    Condition of theequipment or functional Will default in if

    System location at the time theR

    Enter the system entered on the

    condition maintenance / service Condition. header data

    tasks must be Screen. performed

    Execution factor or the

    Executionnumber of times the

    operation should be O Enter if more than one.factor carried out during

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    Processing.

    Specifies whether theIf selected, the

    cost for externallyFix. system will not

     processed operation isOperation O Check box as required. take the

    to be calculated with orqty (LFExt) execution factorwithout regard to lot

    into account.Size.

    If the calculation

    Amount of total work Enter the total work ofkey is set to

    Work O determine theRequired for the activity. the operation work duration,

    Leave blank.

    Unit of measure for theEnter unit of measure.

    Usually “H” Un O (May default based on

    Work. (Hours) is used.Profile).

    If the calculation

     Number of capacities orkey is set to

    Enter the number of determine the Number persons to perform the O

    Persons, or leave blank. number ofOperation. capacities, leave

     blank

    Actual duration of theIf the calculationkey is set to

     Normal Operation. Normally Enter the duration of theO determine theduration   based on the number of   o erat on

    duration, leavePersons.

    Blank.

    Unit of measure for the Enter unit of measure. Usually “H” Un R (May default based on

    work duration (Hours) is used.Profile).

    Activity types areDefaults from the work set up in the CO

    Activity type or internalCenter. Can be changed (Controlling) area

    Activity if needed. Not the and need to becost rate for the O

    type same as PM valid in the periodOperation. maintenance activity and cost center

    type. used before it

    Can be used.

    Indicates what The system will

    Pct percentage of work

    OEnter percentage factor use 100% unless

    should be used for the if needed. indicated

    calculations Otherwise.

    Calculation key forCalculation duration, number of

    RMay default based on

    key (Calc) people or operation profile

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    duration

    Int. dist.Formula for distributionof capacity O Enter or select from list.

    keyRequirements.

    Click on the „Back‟  button to return to the screen, “Create Equipment Task List:

    Operation Overview”. Click on the „Selection box‟ which is next to the operations that needs

    to be processed. Now click on the „External processing‟ button.

    6. Create Equipment Task L ist: External Processing Operati on  

    Enter information in the fields shown in screenshot as above. Make use of the information

    furnished in the table below, while entering details in the fields.

    Note: In the table below, in column “R/O/C”, “R”=Required, “O”=Optional,“C”=Conditional 

    Field Name  Description R/O/C

     

    User Action and 

    Comments Values  Should

    Operation/ Number of the operationalready be

    R entered fromSub-op And sub-operation. the overview

    Screen.

    The standard text key

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    identifies a text that isSelect a standard text

    Std text key frequently used to describe O Key, if needed.certain processes, for

    Example turning or milling.

    Long text canalso be

    Short Text Short text of the operation. O added with

    Shift+F4 or

    selecting

    Button.

    An organizational unit that Defaults from the

    Work centerdefines where and when an

    Rmain work center

    operation should be carried entered on the header  

    Out. Data screen.

    Maintenance plant is the

     place where the work will Defaults from the be performed. In the

    Plnt R plant entered on theillustration above, the plant

    Header data screen.number is the planning

    Plant.

    Control key for theoperation, which

    Control keydetermines the business Defaults from the

    transactions that should be R operation overview(Ctrl) executed for the operation, Screen.

    for example scheduling or

    Costing.Part of a piece ofEquipment. Equipment can

    Enter the material be sub-divided into

    number or equipmentAssemblies. This field can

    Assembly O  number, or select theidentify the task list as

    hierarchy button to being for a particular

    Choose the assembly.assembly or construction

    type.

    Condition of the equipmentWill default in

    System or functional location at theEnter the system if entered on

    Condition time the O Condition. the header(C) maintenance/service tasks

    Data screen.Must be performed.

    Execution factor or theExecution number of times the

    OEnter if more than

    factor (Fct) operation should be carried One.

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    Out.

    Specifies whether the costIf selected,the system

    Fix. for externally processedCheck box as will not take

    Operation operation is to be O

    Required. the executionqty (LFExt) calculated with or withoutfactor into

    Regard to lot size.Account.

    ExternalSection heading

     processing

    PurchOrdQuantity of the activity to

    Enter the number be ordered for external O

    Quant. Needed.Processing.

    OrderPurchase order quantity

    Enter the unit ofunit of measure for external O

    quantity unit Measure.Processing.

    Enter a gross price. The price willThe net price for the be calculated

    After conditions areexternal operation after by the system

     Net price O maintained for thetaking into accounts the based on the

    item, the net price canDiscounts and surcharges. purchasingBe calculated. info record.

    Curr. Currency RChange only if Will default.

     Needed. EUR

    Specifies how many unitsEnter if different than

    Per the purchase price is valid OOne.

    For.

    Plnddely  Number of calendar days Enter if a factor inneeded to obtain the O

    time Scheduling.External service.

    Costelements are

    set up in the

    Cost element to be used forCO

    Cost Enter for external (Controlling) posting the cost for the O

    element Process. area andExternal operation. need to be

    valid in the

     period andcost center

     before they

    can be used.

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    Materialgroups are

    Material Material group to be usedEnter for external

    set up in the

    group (Matl for the external operation O MMProcess.group) For analysis purposes. (Materials

    Management)

    Area.

    ReferenceSection heading

    options

    Purchasinggroups are

    Purch.Purchasing group

    Enter for externalset up in the

    responsible for the external R MM

    Group (PGr) Process.Operation. (Materials

    Management)

    Area.

    Vendor who supplies the Enter if vendor isVendors are

    Vendor R set up in theexternal operation. known.

    MM area.

    Purchasing organizationPurchasing

    Purchasing Enter purchasing Organizationsresponsible for the external R

    Org. (Porg) Organization. are set up inOperation.

    the MM area.

    Outline Purchasing documentOutline

    Enter outline Agreementsagrmnt number for the outline O Agreement. are set up in(Purch doc.) Agreement.

    the MM area.

    OutlineOutline Unique number or line item

    Enter outlineAgreement

    agrmnt item in the purchasing O items are setAgreement item.(Item) Document. up in the MM

    Area.

    Sort stringSort string to sub-divide the

    OEnter an additional

    Material group if needed. Sort if needed.

    Purchasing info record Info records

    Info record used for procuring the O Enter if known. are set up inService from the vendor. The MM area.

    Additional information can be added to the task list in the same way it can be done with the PM

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    orders. Selecting various buttons attached to the operation enters the additional information.

    Click on the „Save‟  button to save the task list; the system displays the following message.

    The system task is now complete.

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    1.5.8  Change Equipment Task List

    Trigger: Perform this procedure when you need to do certain changes to an already created

    Equipment Task List.

    Access Transaction By: 

    Menu

    Change 

    Transaction code IA02 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Change Equipment Task List: I ni tial Screen  

    Enter the value in ‘Equipment’  field shown in the screenshot as above; click on the „Enter‟

    Button to go to the next screen.

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    2. Change Equipment Task L ist: Operation Overview  

     Now choose the tab to go to the next screen.

    3. Change Equipment Task L ist: Maintenance Package Overview  

    In the above screen, assign the operations to the maintenance packages by clicking the check boxes

    as shown above.

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     Now select „Save‟  button to save the changes made to the „ Equipment task list’ .The system displays the following message.

    The system task is now complete.

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    1.5.9  Display Equipment Task List

    Trigger: Perform this procedure when you need to do view details in an already created

    Equipment Task List master data.

    Access Transaction By: 

    Menu

    Display 

    Transaction code IA03 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Display Equipment Task List: I ni tial Screen  

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    Enter the value in ‘Equipment’  field shown in the screenshot as above; click on the

    „Enter‟  button to go to the next screen.

    2. Display Equipment Task L ist: Operation Overview  

     Now choose the tab to go to the next screen.

    3. Display Equipment Task List: Maintenance Package Overview  

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    The „maintenance package’  is displayed shown in the screenshot as above.

    The system task is now complete.

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    Characteristic & Class

    Information: 

    Characteristic: In SAP, the term „characteristic‟ is used to describe the properties of objects.

    Characteristics are created centrally in the SAP R/3 System (e.g. head in meters of a pump,

    delivery pressure in PSI of a compressor unit, etc.).

    Class: The Classification system allows using characteristics, to describe all types of objects and

    to group similar objects in classes to classify objects. Classes will then be used to help user to find

    objects more easily, using the characteristics defined in them as search criteria. This ensures that

    user can find objects with similar or identical characteristics as quickly as possible. The

    classification system allows classifying all types of object.

    1.6.1  Create Characteristic

    Trigger: Perform this procedure when you need to do create a Characteristic.

    Access Transaction By: 

    Menu

    Characteristics 

    Transaction code CT04 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Character istics  

    Enter the value in „Characteristic’ & ‘Valid from’  fields, as shown above. Then, click on the

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    „Create‟  button to create the new characteristic, as shown above.

     Now the system will go to the next screen as follows:

    2. Create Characteristic  

    A new screen is displayed as shown above.

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    3. Create Characteristic  

    Enter the details in fields shown in screenshot as below:

    Click on the „Save‟  button to save the characteristic; the system displays the following

    message.

    The system task is now complete.

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    1.6.2  Create Class

    Trigger: Perform this procedure when you need to do create a Class.

    Access Transaction By: 

    Menu

    Classes 

    Transaction code CL02 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Class  

    Enter the value in „Class’ & ‘Valid from’  fields, as shown above.

    Then, click on the „Create‟  button to create the new class, as shown above.

     Now the system will go to the next screen as follows:

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    2. Create Class  

    A new screen is displayed as shown above.

    3. Create Class  

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    Enter the details in fields shown in screenshot as above. Now select the tab.

    4. Create Class  

    Enter the value in ‘Char’  field from the drop down menu (in this case, “Attribute”), as shown

    above.

    Click on the „Enter‟  button.

    Likewise, you can assign more than one characteristic for a class, by using the drop down list (for

    example, hour meter reading, power production, temperature, etc.).

     Now click on the „Save‟  button to save the class. The system displays the following message.

    The system task is now complete.

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    Measuring Point & Measuring Point as a Counter 

    Information: Measurement Points / Counters are created for functional locations /equipmentand assigned to their master data. Each and every operational parameter

    (e.g. pressure, temp, flow, hours run, km run, etc.) Measured at various time intervals for a

    measuring point assigned to a technical object shall be entered in the system. For each and every

    measurement entry, system generates a measurement document along with reference time, date,

     person entered, etc., which can be used as a record at any point of time.

    1.7.1  Create Measuring Point

    Trigger: Perform this procedure when you need to do create a Measuring Point.

    Access Transaction By: 

    Menu

    Transaction code IK01 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    Note: The measuring point needs to be created as a master data prior to creating the

    measurement document.

    1. Create Measur ing Point: I ni tial Screen  

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    Select the „ MeasPt Category’ & ‘MeasPointObject’   values from the drop down list as shown

    above. In this case, the measuring point is created for the equipment.

    2. Create Measur ing Point: I ni tial Screen  

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    Enter the value in ‘Equipment’  field by selecting from the drop down list, for which the

    measuring point has to be created, as shown above:

    Click on the „Enter‟  button, to go to the next screen.

    3. Create Measur ing Point: General Data  

    Enter details in fields shown in screenshot as shown above.

    Note: The ‘measurement document’   number is assigned internally by the system. The

    ‘characteristic unit’ and the ‘decimal places’ are automatically proposed by the system when the

    value in ‘Characteristic‟ was entered. 

     Now click on the „Details‟  button, to go to the next screen shown as above.

    4. Additi onal Data  

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    A new screen is displayed shown as above. Enter the „Upper range limit’ & ‘Lower  range limit’

    in the fields shown in screenshot as below:

     Now click on the „Save‟  button.

    The system displays the following message.

    The system task is now complete.

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    1.7.2  Create Measuring Point as a Counter

    Trigger: Perform this procedure when you need to do create a Measuring Point Counter.

    Access Transaction By: 

    Menu

    Transaction code IK01 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    Note: As a prerequisite, the measuring point counter needs to be created as a master data, before

    creating the measurement document.

    1. Create Measur ing Point: I ni tial Screen  

    Select the „ MeasPtCategory’  & ‘MeasPointObject’   from the drop down list. In addition to the

    above, activate the „Check box‟  button in „ MeasPoint is Counter’  field.

    In this case, the measuring point is created for the equipment. Hence, enter the equipment

    number from the drop down list, for which the measuring point has to be created, as shown

    above.

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    Click on the „Enter‟  button, to go to the next screen.

    2. Create Measur ing Point: General Data  

    Enter details in fields shown in screenshot as shown below:

    Note: The  ‘measurement   document number’ s assigned internally by the system. The

    characteristic unit and the decimal places are automatically proposed by the system based on the

    characteristic entered. The screen fields are different for a counter based measuring point.

     Now click on the „Save‟  button. The system displays the following message.

    The system task is now complete.

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    Maintenance Plans 

    Information: Maintenance plan is the fourth and last major step in the maintenance planning

    cycle.

    The four steps involved in setting up a maintenance plan are illustrated as below:

    The use of maintenance plan contributes to the efficiency of the maintenance department.

    Maintenance plans contain maintenance and/or inspection tasks to be performed on maintenance

    objects. The dates and scope of the tasks are also defined in the maintenance plan.

    In SAP, there are 03 types of maintenance plans available:

    •  Single Cycle Plan (Time or Performance based)

    •  Strategy Based Plan (Time or Performance based)

    A maintenance plan is created to plan and schedule preventive maintenance. The purpose of

     preventive maintenance is to ensure a high availability of equipment in the long term. The system

    generates maintenance call objects during the scheduling process. Once the maintenance plan has been scheduled, it calculates planned dates

    (Calls), which will eventually be generated into the call-object (e.g. a maintenance order). The

    frequency of these calls is determined by the single cycle specified in the plan. The tasks to be

     performed in these maintenance orders are specified in the task list. The object to be worked on

    is specified in the maintenance item.

    A single cycle plan is used as opposed to a strategy-based plan, for a simple and quick way to use

     preventive or inspection plans, where maintenance is performed on the same single frequency. A

    single-cycle plan only permits one cycle/ frequency, whereas a strategy-based plan permits

    multiple frequencies. The cycle or frequency of a single cycle plan will vary and is based on

    either time or performance. If a simple preventive maintenance plan is desired and one

    maintenance cycle is sufficient, then a single cycle plan is created.

    The single cycle plan is either based on time or performance, depending on the requirements of

    the maintenance object. In contrast to strategy based plans, no maintenance strategies are defined

    or assigned for a single cycle plan. The scheduling parameters are maintained directly in thesingle cycle plan. All operations in the allocated task list will be performed at the same frequency

    in the single cycle plan.

    The single cycle plan also includes one or more maintenance items. The maintenance itemcontains the task list (list of operations or events) and the maintenance object (functional location

    or equipment). It is very important to note that maintenance item(s) (and the task lists linked in

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    them) do not refer to a maintenance strategy. The maintenance item is assigned a unique number

    and entered in the single cycle plan.

    Maintenance plans cannot be scheduled without the selection of a maintenance items from the

    database.

    After scheduling the maintenance plan, the system will automatically generate call objects

    (orders or notifications) based on the scheduling parameters in the maintenance plan.

    The various parameters which decide scheduling a maintenance plan described below:

    Cycle/Unit: The maintenance cycle defines the interval after which a maintenance task  becomes

    due.

    For a time based or performance based cycle, the maintenance intervals are derived from the

     preventive maintenance package entered in the maintenance strategy. 

     Example: Time-based  

    • A task is to be performed every 3 months. The cycle is therefore 3 months. 

     Example: Performance based  

    • A task is to be performed every 1000 hours. The cycle is therefore 1000 hours. 

    Cycle Text: You can use this text to describe a preventive maintenance cycle. 

    •  Within a maintenance strategy  you can set out the description for a  preventive maintenance package. 

     Example: 

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    •  Monthly

    •  Every 100 kilometers

    Offset/Unit: The offset of a preventive maintenance package or maintenance cycle determines the

    time after which a maintenance package first becomes due.

    •  You must enter an offset when the first time a maintenance package is to be performed does not correspond with the cycle length.

    •  In the case of multiple counter plans or maintenance cycles, you can use the offset to

     perform a maintenance package once only, by maintaining the offset.

     Example: 

    •  Cycle length of maintenance package: every two years First

    time due (offset): after three years

    Counter: Key identifying the measuring point. 

    Dependency: This key is assigned internally by the system when you create the measuring point.

    Cycle start: Start date for calculating planned and call dates.

    Call horizon: Determines when a maintenance call object (for example, a maintenance order)

    should be generated for a waiting maintenance call.

    Scheduling period: Determines the period of time, for which the system generates planned or

    call dates during scheduling.

    Shift factors: The shift factors for early/delayed confirmation of a maintenance task define what

     percentage of the shift should be considered for the next date.

    Tolerances for shift factors: The tolerances for early/delayed confirmation define the time

     period, for which positive or negative differences between actual and planned dates do not affect

    subsequent scheduling.

    Factory calendar: For the single cycle plan, the factory calendar for the planning plant is copied

    into the scheduling parameters as a default value. It can be changed for each single cycle plan.

    Scheduling indicator: Specifies the type of time based scheduling involved.

    •  Time = Dates are calculated in calendar days.

    •  Time key based = Dates are calculated from the cycle start always for the respective key

    date.

    •  Time factory calendar = Dates are calculated in workdays.

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    When you create a single cycle plan, the cycle is assigned, that is, the period until each planned

    date. Orders are generated based on the planned date. However, the actual call date - the time

    when the order is, in fact, generated, can differ from the planned date.

    The cycle start defines the date from which the calculation of the planned dates should begin.

    The scheduling period is one of the scheduling parameters in the maintenance plan.

    The scheduling period specifies the period for which planned dates should be calculated in

    advance.

    The scheduling period can be used for time-based and performance-based preventive

    maintenance.

    The call horizon scheduling parameter is used to define when the order is actually generated

    compared to the planned date.

    This detailed control of order generation enables you to make a preliminary run of planning the

    order before the planned date. The due maintenance task can thereby be performed and

    completed punctually on the planned date.

    The call horizon is specified as a percentage of the cycle: 100% means that the order is

    generated exactly on the planned date. 0% would mean that the order is generated when the

    maintenance plan is started.

    For a call horizon of 90% and a cycle of 3 months (= 90 days), the call - the generation of the

    order - would therefore occur after 81 days (= 90% of 90 days).

    Important note: Specifying the call horizon is not sufficient for the order to be generated, the

    maintenance plan must be scheduled for this.

    The shift factor enables you to react to an early or late completion of a call object. If the shift

    factor is 100%, the difference (delay/time ahead of schedule) will be added in full to the

    completion date to determine the new planned date.

    If „confirmation requirement‟ check box is activated, the system only generates the next

    call object once the previous call object has been confirmed (Technically Completed).  

    This has the following effect:

    •  The next order is only created once the previous order has been technically completed.

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    1.8.1  Create Single Cycle Maintenance Plan (Time Based)

    Trigger: Perform this procedure when you need to do create a Single Cycle Maintenance Plan

    (Time Based).

    Access Transaction By: 

    Menu 

    Single Cycle Plan 

    Transaction code IP41 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Create Maintenance Plan: I ni tial  

    Enter the field shown in screenshot as above; Click on the „Enter‟  button to go to the next

    screen.

    2. Create Maintenance Plan: Single Cycle Plan (Maintenance Plan Cycle Data)  

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    Enter details shown in screenshot as above; scroll down to view the rest of the screen. 

    3. Create Maintenance Plan: Single Cycle Plan (Maintenance I tem Data)  

    Enter details in fields shown in screenshot as above.

    Click on button to go the next tab.

    4.  Create Maintenance Plan: Single Cycle Plan (Maintenance Plan Scheduli ng Parameters)

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    Enter details in fields shown in screenshot as above.

    Click on tab to go the next tab.

    5.  Create Maintenance Plan: Single Cycle Plan (Maintenance Plan Additional Data)

    Enter details in fields shown in screenshot as above.

    Note:  Now, a maintenance plan for single equipment has been defined. If there is a need for

    more equipment, which is similar in construction, and has similar maintenance cycle/periodicity,

    then it is possible to define the same within this maintenance plan.

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    To do that, click on the „add more items‟  button to add more items (i.e. equipments), asshown in screenshot below:

    6. Create Maintenance Plan: Single Cycle Plan (Create More I tems)  

    Enter details in fields shown in screenshot as above.

    Note: In order to ensure that the details defined were correct while creating this maintenance

     plan, it is a good practice to double check all the details entered in all the fields.

     Now click on the „Save‟  button. The system displays the following message.

    The system task is now complete.

    1.8.2  Create Strategy Plan (Time or Performance Based)

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    Trigger: Perform this procedure when you need to do create a Strategy based Maintenance Plan

    (Time or Performance Based).

    Access Transaction By: 

    Menu 

    Strategy Plan 

    Transaction code IP42 

    Procedure: 

    Start the transaction using the menu path or transaction code, as above.

    1. Create Maintenance Plan: I ni tial  

    Enter the value in „ Maint. Plan Cat.’ & ‘Strategy’  fields, shown in screenshot as above.

    Click on the „Enter‟