maintenanceplan sap pm

7/25/2019 Maintenanceplan Sap Pm

1/71

Create multiple counter Plan IP43

Definition:-

Multiple counter plans are used in counter based or

performance based Maintenance planning.

Following maintenance plans are not used multiple

counter plan

Maintenance strategies and therefore

Maintenance items with strategy

Maintenance plans with strategy

Task lists without strategy associated with them only

can be used in a created for use in a multiple counter

plan.

Maintenance cycles (frequencies) are assigned in the

multiple counter plans for counters with different

dimensions, for example weight or length. Time based

maintenance cycles can also be incorporated into the

multiple counter plans. The time based maintenance

cycle will not have a counter.

In this exercise lets create a Maintenance plan for a

Counter.

Prerequisite:-


2/71

Authorization to create counter plan

Maintenance item without strategy


3/71

Menu Path:-

LogisticsPlant MaintenancePreventive

MaintenanceMaintenance planningMaintenancePlansCreateIP43 Multiple counter plan

Double click IP43

Enter maintenance plan category

Click

Click


4/71

Click

Click

Select the row

Click

Maintain the following fields


5/71

Description for counter based plan

Numeric entry to indicate cycle E.g. 2000 to

indicate 2000 Hr

Unit of measure of cycle. E.g. Hr Maintenance cycle text

Measuring point counter maintained in the

equipment IN60003

Click


6/71

Click

Message appear at the

bottom

Create Maintenance Item IP04

Definition:-

A Maintenance item is an important part. It is used to

pull together the reference object, planning data and

the task list to be used in the Maintenance item.

Prerequisite:-

Relevant PM master data must exist.

Menu Path:-


MaintenanceMaintenance planningMaintenance

PlansMaintenance ItemsIP04 - Create

Double click IP04


7/71

Click


Description

Equipment number

Planning plant

Order type

Main Work center

Main activity type

Priority


8/71

Click to assign task list

Tick only the check box


9/71

Click

Task list will be assigned automatically

Click icon at right side to display or change

Click


10/71

Message at the bottom


11/71

Change Maintenance Item IP05

Definition:-

A Maintenance item is an important part. It is used to

pull together the reference object, planning data and


If required maintenance item can be changed to make

corrections.

Maintenance item cannot be changed is when it is in

use. There is no restriction on number of times to

change the maintenance item.

Following Changes are normally done in maintenance

item

Description

Planning data

Task list allocation

Prerequisite:-

Maintenance item must exist.

Menu Path:-


12/71



PlansMaintenance ItemsIP05 - Change

Double click IP05

Enter maintenance item number

Click

Change the description


13/71

If requird other details as explained above can be

changed.

Click


14/71

Run Deadline Monitoring IP30

Definition:-

Deadline monitoring is a process which is used to

generate maintenance calls for Maintenance plans.

Using the scheduling details within the Maintenance

plans it determines when the next maintenance call is

due and create the call object if required.

Deadline monitoring program will be run automatically

on a regular basis. For our understanding, we shall

perform the Deadline monitoring program manually.

Prerequisite:-

Counter based maintenance plan with counter reading

must be available.

Measure reading must have been maintained.

Menu Path:-


15/71


MaintenanceMaintenance planningScheduling

for Maintenance plansIP30 Deadline Monitoring

Double click IP30

Enter maintenance Plan number


16/71

Click


17/71

Click

Click


18/71

Release Fixed date Maintenance Call IP10

Definition:-

Maintenance call can be released before its due date.

This does not change the date in the Maintenance

order once it is generated.

It is possible to fix the due date of a Maintenance call,

which in effect prevents the planned date from

changing when the Maintenance plan is rescheduled

on a weekly basis.

This may be desirable if the due date of a Preventive

Maintenance task needs to be aligned with some other

maintenance tasks

Prerequisite:-

Maintenance plan must have scheduled maintenance

call.

Menu Path:-



for Maintenance plansIP10 Schedule


19/71

Double click IP10


Click

Click

Enter cycle start date


20/71

Click

Select the required row to fix

Click at the bottom

Enter the fixed plan date

Click

Click


21/71

Release Maintenance Call IP10

Definition:-

Maintenance call can be released before its due date.

This does not change the date in the Maintenance

order once it is generated.

It is also possible to have the Maintenance order

rescheduled and performed earlier than it would have

initially been scheduled.

Once the Maintenance order is technically completed

for the work, the date of technical completion is earlier

than the scheduled date, it will impact the scheduling

of the Maintenance plan.

We shall try to release a maintenance call before its

scheduled release date.

Prerequisite:-

Maintenance plan must have scheduled maintenance

call.


22/71

Menu Path:-


MaintenanceMaintenance planningSchedulingfor Maintenance plansIP10 Schedule

Double click IP10


Click


23/71

Select the row to release. E.g. first row

Click

Click


24/71

Reschedule manual Maintenance Call IP10

Definition:-

Maintenance call can be created manually using the

information in the maintenance plan and maintenance

strategy.

Additional dates can be included in manual

Maintenance calls without affecting the normal

scheduling. The user can specify the required call date

and Maintenance packages that will be due on this

date.

TheCall Horizonis not considered for a manual

Maintenance call. A manual call will typically be

created when a scheduling window has opened in the

Production unit to perform a Preventive Maintenance

task and the next maintenance call has yet to be

called.

It is not possible to create a manual call for a Multiple

counter Maintenance plan.

Prerequisite:-

Maintenance plan must exist.
http://r3help.dha.aramco.com.sa:8084/SAPdoc46C/helpdata/EN/3c/abb377413911d1893d0000e8323c4f/content.htmhttp://r3help.dha.aramco.com.sa:8084/SAPdoc46C/helpdata/EN/3c/abb377413911d1893d0000e8323c4f/content.htm


25/71

Menu Path:-


MaintenanceMaintenance planningSchedulingfor Maintenance plansIP10 Schedule

Double click IP10


Click


26/71

Click tab screen

Click

Enter start date

Click


27/71

Select the row 1Y for yearly maintenance

Click

Click


28/71

Schedule Maintenance Plan (Counter based) IP10

Definition:-



The process of scheduling and starting a Maintenance

plan begins after a Maintenance plan has been

created.

Maintenance plans are created when a new Functional

location or Equipment is installed within the plant.

These may require a Preventive Maintenance plan to be

set up.


29/71

Lets schedule a counter based maintenance plan

created earlier.

Prerequisite:-

Counter based maintenance plan with counter reading

must be available.

Menu Path:-



for Maintenance plansIP10 Schedule

Double click IP10


Click


30/71

Select the row

Click

Click


31/71

Click

Click for information messages.

Note down the next call date

Click


bottom


32/71

Schedule Maintenance Plan IP10

Definition:-



The process of scheduling and starting a Maintenance

plan begins after a Maintenance plan has beencreated.

Maintenance plans are created when a new Functional

location or Equipment is installed within the plant.


33/71


34/71

Select the row

Click

Enter the start of cycle

Click


35/71

Click

Since the scheduling period is 365 days, it is

scheduled for a year.

Click

Double click on Strategy.


36/71

Select strategy IND61

Click

Click two times


37/71

Click

Scheduling Over view list for maintenance plan IP24

Definition:-

We have now completed the following tasks:

Created technical objects

Created task list

Created maintenance item

Created maintenance plan

Using deadline monitoring maintenance schedules

were created.

Released the maintenance call.

Now it is required to look at the list of maintenance

schedule along with the maintenance call object.

Let us try to look at the list for maintenance plan

category I6.

Prerequisite:-

All above mentioned previous tasks must have been

completed.

Menu Path:-




38/71

for Maintenance plansScheduling Over viewIP24

List

Double click IP24

Enter maintenance Plan category. E.g. I6.

Click


39/71

Select the desired row to view more details. E.g.

maintenance item 472

Click

Click


40/71

Click to select all

Follow the menu path from the top of the screen

Click to display all maintenanceorders

Select the desired row to view more details. E.g.

maintenance order 814461

Click


41/71

Click


42/71

Change Single cycle Maintenance Plan IP02

Definition:-

Once a Maintenance plan is created, the user can

change/update the information within the plan.

The Maintenance plan can be changed many times.

Prerequisite:-

Maintenance plan must exist.

Menu Path:-


MaintenanceMaintenance planningMaintenancePlansIP02 Change

Double click IP02

Enter maintenance plan


43/71

Click

Change the required field


44/71

Click

Click the required tab screen and make changes

Click

Create Single cycle Maintenance Plan IP41


45/71

Definition:-

A Maintenance plan is an important part. It is used topull together the reference object, planning data and


A Single Cycle plan is created for a simple Preventive

Maintenance item where maintenance is carried out at

the same single frequency. The cycle can be measured

using both time and performance.

Prerequisite:-

Maintenance master data must exist.

Menu Path:-

LogisticsPlant MaintenancePreventiveMaintenanceMaintenance planningMaintenance

PlansCreateIP41 Single cycle Plan

Double click IP41



46/71

Click


Text

Cycle/Unit


47/71


Click

Maintain

Click

Select General task list check box

Click

Select general task list


48/71

Click

Note:-

Date determination shift factors and tolerance limits

are used to determine the next maintenance date. If

the actual present completion dates fall out side the

limit or with in the limit, by how much % an offset to

be considered when calculating the next date is

determined by the entries here.

Maintain the entries under scheduling parameter as

shown below.


49/71

Click

Message appear at the bottom


50/71

Change Strategy Plan IP02

Definition:-

A strategy based Maintenance plan is used when an

item of Equipment requires maintenance at two

different levels.

Once a Strategy plan is created, changes can be made

to it. This can be done at any time, except when the

Maintenance plan is in use.

Normally following changes can be done

Description,

Scheduling parameters,

adding/removing Maintenance items and

Changing associated planning data.

In this exercise add a new Maintenance item and

remove one. Also change the Scheduling parameters

for the Maintenance plan created in the previous

exercise.

Prerequisite:-

Maintenance strategy plan must be available.


51/71

Menu Path:-


MaintenanceMaintenance planningMaintenancePlansChangeIP02 Change

Double click IP02

Enter maintenance plan

Click

Click

Enter the equipment number. E.g. IN60001


52/71

Click

Select the row

Click


53/71

Click

Select the first row

Click at the bottom

Click

Change the scheduling period to 365 days.


54/71

Click


55/71

Display Maintenance Plan after Deadline Monitoring

Run IP03

Definition:-

Deadline monitoring is a process which is used to

generate maintenance calls for Maintenance plans.

Using the scheduling details within the Maintenance

plans it determines when the next maintenance call is

due and create the call object if required.

Deadline monitoring program will be run automatically

on a regular basis. For our understanding, we shall

perform the Deadline monitoring program manually.

Displaying a Maintenance plan allows the user to view

all the relevant Maintenance calls for the plan. The

user can then view the relevant Maintenance orders

(This is a Call Object) for the plans. The user can see

an overview of the Maintenance orders against a

planned date for maintenance.

Prerequisite:-

Deadline monitoring run must have been carried out.

Menu Path:-


56/71



PlansIP03 Display

Double click IP03


Click

Click

Click


57/71

Click

Click

Display Maintenance Strategy IP12

Definition:-

A maintenance strategy defines the maintenance

packages or conditions under which Maintenance

items should occur.

Three types of possible scheduling are

Time-based maintenance plans

Performance based

Cycle set or multiple counter plan


58/71

Time Based:-

Schedule a preventive maintenance plan with a

strategy containing a monthly package (for schedulingpurposes a month is taken to be 30 days):

Time

Current date: 04/10/1995

Next planned date: 03/11/1995 -> current date

+ 30 days

Key date

Current date: 04/10/1995 Next planned date: 04/11/1995 -> on the 4th

day of each month

Factory calendar

Current date: 04/10/1995

Next planned date: 16/11/1995 -> current date

(or next workday)+ 30 workdays

Performance and counter based maintenance

plans:-

Schedule a preventive maintenance plan on

the basis of operating hours, kilometers

traveled, and so on. The system calculatesthe planned date in respect of the following

counter data:

annual estimate

current counter reading


59/71

current date

A maintenance strategy defines the maintenance

packages, which also consists of the maintenancesequence and cycles.

Prerequisite:-

Maintenance strategy must exist to display.

Menu Path:-



StrategiesIP12 - Display

Double click IP12


60/71

Select

Click


61/71

Double click

Click


62/71

For your reference:

Maintain the fields as shown belowField name Field description and

value

Package number Serial number of package

Maintenance cycle length.

E.g. 1, 2 or 3

Unit of cycle length. E.g.

MON to indicate monthsMaintenance cycle text.

short text Short text to indicate the

maintenance cycle.

hierarchy number Maintenance package

hierarchy number. If more

than one maintenance to

be performed in a sametime, same hierarchy must

be maintained.

hierarchy text Short text for hierarchy Initial offsetting days.

Number of days float to

start order.

Follow up float days fororder finish.


63/71

Create Strategy Plan IP42

Definition:-

A strategy based Maintenance plan is used when an

item of Equipment requires maintenance at two

different levels.

Example it requires a visual inspection after a month

and a full overhaul after two months and quarterly

checking. The Strategy based Maintenance item allows

the user to create a Maintenance plan that contains

three Maintenancepackages covering each level of

maintenance.

Lets create a Strategy based plan for a piece of

Equipment.

Prerequisite:-

Maintenance master data must exist.

Menu Path:-


64/71



PlansCreateIP42 Strategy Plan

Double click IP42


Enter Strategy

Click

Maintain the Description to the strategic plan. E.g.

Quarterly plan


65/71

Maintain the planning data as shown below

Click

Maintain priority

Click in row

Click if you get any message.


66/71

Click

Select the row

Click


67/71

Click

Click

Click

Maintain the scheduling period as 180 days


68/71

Click

Select

Note:- Start can be maintained when scheduling plan.

Click


bottom

Create measurement Document IK11


69/71

Definition:-



A Measuring point for technical object

(Equipment/Functional location) is a gauge or counter.

Example: a Pressure gauge on a piece of Equipment.

They can be used to monitor the condition of the

Equipment and schedule planned maintenance tasks.

A Measuring document is a gauge reading taken at a

specific moment in time.

In this exercise create a Measurement document for a

Measuring point.

Prerequisite:-

Equipment master data with measurement point must

exist.

Menu Path:-

LogisticsPlant MaintenanceMaintenance

processingCompletion confirmation

Measurement documentsIK11 - Create


70/71


71/71


bottom

maintenanceplan sap pm

Documents