end user manual_master data part2
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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‟