pm config guide en in

V1.470 Aug 2004 English

Q04 - Plant Maintenance

SAP AG Neurottstr. 16 69190 Walldorf Germany

Building Block Configuration Guide

SAP Best Practices Plant Maintenance: Configuration Guide

Copyright © Copyright 2004 SAP AG. All rights reserved.

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Icons

Icon Meaning

Caution

Example

Note or Tip

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Contents Plant Maintenance: Configuration Guide......................................................................................... 6 1 Purpose .................................................................................................................................... 6 2 Preparation ............................................................................................................................... 6

2.1 Prerequisites .................................................................................................................. 6 3 Installation ................................................................................................................................ 6

3.1 Defining Location ........................................................................................................... 6 3.2 Maintaining Maintenance Planning Plant....................................................................... 7 3.3 Assigning Maintenance Planning Plant to Maintenance Plant....................................... 7 3.4 Defining Permit Categories ............................................................................................ 8 3.5 Defining Object Types.................................................................................................... 9 3.6 Defining Plant Sections ................................................................................................ 10 3.7 Defining Planner Groups.............................................................................................. 12 3.8 Define Object Information Keys ................................................................................... 13 3.9 Creating Structure Indicator for Reference Functional Locs/Fun................................. 13 3.10 Defining Business Views for Equipment Categories.................................................... 14 3.11 Configuring Planner Groups......................................................................................... 15 3.12 Assigning Maintenance Plan Number.......................................................................... 16 3.13 Defining Profiles with Default Values ........................................................................... 17 3.14 Maintaining Value Categories ...................................................................................... 17 3.15 Assigning Cost Elements to Value Categories ............................................................ 19 3.16 Setting Screen Templates for the Notification Type .................................................... 20 3.17 Assigning Notification Types to Order Types............................................................... 21 3.18 Assigning Object Information Key to Notification Types .............................................. 22 3.19 Maintaining Catalog Groups......................................................................................... 23 3.20 Defining Catalog Profile ............................................................................................... 24 3.21 Changing catalogs and catalog profile for notification type ......................................... 25 3.22 Assigning Order Types to Maintenance Plants............................................................ 26 3.23 Defining Default Value for Planning Indicator for Each Order Type ............................ 27 3.24 Creating Default Value Profiles for External Procurement........................................... 28 3.25 Defining Default Values for Task List Data and Profile Assignment ............................ 29 3.26 Defining Default Order Types for Maintenance Items.................................................. 30 3.27 Defining Notification- and Order Integration................................................................. 32 3.28 Assigning Costing Parameters and Results Analysis Keys ......................................... 33 3.29 Defining Change Docs, Collective Purc. Req. Indicator, Operations........................... 34 3.30 Defining Scope of Check.............................................................................................. 36

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3.31 Defining Checking Control ........................................................................................... 37 3.32 Defining Default Values for Component Item Categories ............................................ 38 3.33 Defining Default Values for Units for Operation........................................................... 39 3.34 Setting Scheduling Parameters ................................................................................... 40 3.35 Assigning Object Information Key to Order Types....................................................... 42 3.36 Defining Control Parameters for Completion Confirmations........................................ 43 3.37 Defining Causes for Variances..................................................................................... 46 3.38 Defining Currency for Maintenance Statistics .............................................................. 47 3.39 Assigning Value Categories to Maintenance Cost Key Figures .................................. 47

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Plant Maintenance: Configuration Guide

1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

2 Preparation

2.1 Prerequisites If you want to use Plant Maintenance, install the following Building Blocks in your SAP system:

Building Block Component Description

J00, J02, J03, J04, J05, J08 SAP R/3 Baseline Package India, Layer 0

J30, J32, J33, J17, J38, J35, J20, J34,

J21, J36, J22 SAP R/3 Baseline Package (Delta) India, Layer 0

Q70, Q75, Q76, Q77, Q78, Q79 SAP R/3 Accounting and Controlling Enhancement Package

for SAP Best Practices for Chemicals (India)

Q01 SAP R/3 Personalization

Indian Baseline uses tax procedure TAXINJ, while Best Practices for Chemicals (India) uses tax procedure TAXINN. Due to this migration, there are two steps in J03 and J05 which should not be installed! For details, please refer to Quick Guide.

3 Installation

3.1 Defining Location Use The purpose of this activity is to define locations within a plant. A location allows a plant to be classified according to spatial or situation criteria.

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Procedure 1. Access the activity using one of the following navigation options:

IMG Menu Enterprise Structure → Definition → Logistics - General → Define Location

Transaction Code SPRO

2. Choose New entries.

3. On the following screen, make the following entries:

Field name Description User action and values Note

Plnt BP01

Location 0001

Name Plant BP01 Location 0001

4. Save your settings.

Result The location for Plant BP01 was created.

3.2 Maintaining Maintenance Planning Plant Use The purpose of this activity is to define the maintenance planning plant.


IMG Menu Enterprise Structure → Definition → Plant Maintenance → Maintain maintenance planning plant





Planning plant BP01

Name 1 Planning Plant


Result The maintenance planning plant is defined.

3.3 Assigning Maintenance Planning Plant to

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Maintenance Plant Use The purpose of this activity is to assign planning plant to plant.


IMG Menu Enterprise Structure → Assignment → Plant Maintenance → Assign maintenance planning plant to maintenance plant


2. Choose Change.

3. Select the appropriate row.



Plnt BP01

Name 1 Production Plant

PlPl BP01

Name 1 Production Plant


Result The planning plant is assigned to plant.

3.4 Defining Permit Categories Use The purpose of this activity is to defining permit categories. Regulation or condition that must be observed when maintenance work is to be executed on a technical object.

Division of permits into logical groups.


IMG Menu Plant Maintenance and Customer Service → Master Data in Plant Maintenance and Customer Service → Basic Settings → Permits → Define Permit Categories

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2. Choose Change.




Cat A

Name 1 Work approval

Cat B

Name 1 Safety permit


Result Permit categories are defined.

3.5 Defining Object Types Use The purpose of this activity is to define the types of technical objects. Technical objects can be organized into groups using object types. The grouping is used to evaluate master data or maintenance data for technical objects.


IMG Menu Plant Maintenance and Customer Service → Master Data in Plant Maintenance and Customer Service → Technical Objects → General Data → Define Types of Technical Objects


2. Choose New Entries.



Object Type 3000

Description Motors


Object Type 4000

Description Conveyor

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Object Type 5000

Description Mills and Crusher


Object Type 6000

Description Hopper and Silo


Object Type 7000

Description Tanker and Container


Object Type 8000

Description Controllers


Result Objects Types are defined.

3.6 Defining Plant Sections Use The purpose of this activity is to define plant sections which enable to subdivide the maintenance plant from the point of view of production responsibility. The person responsible for the plant section is the contact for coordination between production and plant maintenance.


IMG Menu Plant Maintenance and Customer Service → Master Data in Plant Maintenance and Customer Service → Technical Objects → General Date → Define Plant Sections





Plant BP01

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Plant section 010

PersResponsible Ellen Smith

Telephone 069-12345678


Plant BP01

Plant section KMA

PersResponsible George Jones



Plant BP01

Plant section LAG

PersResponsible Betty Brown



Plant BP01

Plant section MIS

PersResponsible Henry Miller



Plant BP01

Plant section ROH

PersResponsible Linda Yates



Result Plant sections are defined.

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3.7 Defining Planner Groups Use The purpose of this activity is to define planner groups or maintenance planning groups separately for each planning plant.


IMG Menu Plant Maintenance and Customer Service → Master Data in Plant Maintenance and Customer Service → Technical Objects → General Date → Define Planner Groups





PlPl BP01

PG 010

Name PM-Planner 010

Telephone 605138


PlPl BP01

PG 100

Name PM-Planner Elec.

Telephone 605139


PlPl BP01

PG 200

Name PM-Planner Mech.

Telephone 605140


Result Planner groups are defined.

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3.8 Define Object Information Keys Use The purpose of this activity is to define the object information key. This key controls a special information window. The parameters set here determine which data is to be shown for a technical object. The key can be assigned to the following objects:

• Functional location categories

• Equipment categories

• Notification types

• Order types


IMG Menu Plant Maintenance and Customer Service → Master Data in Plant Maintenance and Customer Service → Technical Objects → General Date → Define Object Information Keys





Object info YQ

The following settings are made for object info YQ:

a. Reference for notification and class selection

Object

b. Info.system – time frame and threshold values

No. days: 365

Notifications created: 5

Orders created: 5

c. Notifications – selection and automatic display

Selection completed Notifications

Selection days: 365


Result The object information key is created.

3.9 Creating Structure Indicator for Reference

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Functional Locs/Fun Use The purpose of this activity is to create the structure indicator which determines the edit mask and the number of the hierarchy levels when you create functional location structures.


IMG Menu Plant Maintenance and Customer Service → Master Data in Plant Maintenance and Customer Service → Functional Locations → Create Structure Indicator for Reference Locations/Functional Locations





Str.Ind YQCH

StructIndText Structure Indicator CH

Edit mask AANN-AAN/XXXX/XXXX/A/XXXXXX-X


Result The structure indicator is created.

3.10 Defining Business Views for Equipment Categories Use The purpose of this activity is to automatically maintain the assigned data fields and screens if you activate the serial data view.


IMG Menu Plant Maintenance and Customer Service → Master Data in Plant Maintenance and Customer Service → Technical Objects → Equipment → Equipment Categories → Define Additional Business Views for Equipment Categories


2. Choose Change.


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Cat Q

Serialisation date


Result Additional Business Views for Equipment Categories are defined.

3.11 Configuring Planner Groups Use The purpose of this activity is to determine the planner groups for each plant. A planner group is responsible for maintaining task list data.


IMG Menu Plant Maintenance and Customer Service → Maintenance Plans, Task Lists, Work Centers and PRTs → Task lists → General Data → Configure Planner Group





Plnt BP01

Plgrp 1

Description Planner group 1


Plnt BP01

Plgrp 2

Description Planner group 2


Plnt BP01

Plgrp Q

Description Quality assurance


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Result The planner groups for each plant are determined.

3.12 Assigning Maintenance Plan Number Use The purpose of this activity is to assign every maintenance plan a unique number.


IMG Menu Plant Maintenance and Customer Service → Maintenance Plans, Task Lists, Work Centers and PRTs → Maintenance Plans → Define Number Ranges for Maintenance Plans

Transaction Code IP20

2. Choose Change.

3. Detail Element PM.

4. Choose Assign Element/Group.



Group PM, NO

From Number 000000000001

To Number 599999999999

Ext


Group PM, NO

From Number 600000000000

To Number 799999999999

Ext


Result Every maintenance plan is identified by a unique number.

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3.13 Defining Profiles with Default Values Use The purpose of this activity is to define profiles. You can simplify data entry as follows in task list maintenance:

• Data is proposed or used as a reference from the work center

• Data is proposed from the profile


IMG Menu Plant Maintenance and Customer Service → Maintenance Plans, Task Lists, Work Centers and PRTs → Task lists → Control Data → Define Profiles with Default Values


2. Choose Groups.




Profile YQCH01

Purch.Organzation BP01

Purch.Group 001

Currency EUR


Result Profiles with default values are defined.

3.14 Maintaining Value Categories Use The purpose of this activity is to maintain value categories. Value categories are intervals for cost elements. These are required to update the:

• Plant Maintenance Information System

• Customer Service Information System


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → Settings for Display of

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Costs → Maintain Value Categories


2. Enter User Component PM

3. Enter Controlling Area BP01.




Val.cat. 600

Text Internal material

Costs


Val.cat. 610

Text Services

Costs


Val.cat. 620

Text External material

Costs


Val.cat. 630

Text Internal employees

Costs


Val.cat. 649

Text External employees

Costs


Val.cat. 999

Text Miscellaneous

Costs


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Result Value categories are maintained.

3.15 Assigning Cost Elements to Value Categories Use The purpose of this activity is to define a cost element, a cost element interval or a cost element group as a value category.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → Settings for Display of Costs → Assign Cost Elements to Value Categories


2. Enter Controlling Area BP01.




Val.cat. 600

Seq.nr. 010

From cost elem 604000

To cost elem 606000


Val.cat. 610

Seq.nr. 010


To cost elem


Val.cat. 620

Seq.nr. 010


To cost elem

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Val.cat. 630

Seq.nr. 010


To cost elem 949130


Val.cat. 649

Seq.nr. 010


To cost elem


Val.cat. 999

Seq.nr. 010


To cost elem


Result Cost elements are assigned to value categories.

3.16 Setting Screen Templates for the Notification Type Use The purpose of this activity is to assemble the screens for the notification types individually. Malfunction report, notification type M2, with view "System availability".


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notification → Notification Creation → Notification Types → Set Screen Templates for the Notification Types

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2. Select Notif. type M2.

3. Open Screen Structure for Extended View.




Notifictn type M2

Activity cat.

Register 10\TAB04

Description System availability

Tab

6. Select 10\TAB04 and set indicator TAB.


3.17 Assigning Notification Types to Order Types Use The purpose of this activity is to define which order type is generated from which notification type.


SAP R/3 Role Menu

Configuration → Assigning Notification Types to Order Types


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notification → Notification Creation → Notification Types → Assign Notification Types to Order Types


3. Choose Change.




Typ M1

Notification Type Maintenance request

Type PM01

Order type text Maintenance order

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Typ M2

Notification Type Malfunction report

Type PM01



Typ M3

Notification Type Activity report

Type PM01



Result Notification types are assigned to order types.

3.18 Assigning Object Information Key to Notification Types

Use The object information key could be assigned to different objects within the pm module. Here we are assigning the object information key to the notification types.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notification → Notification Processing → Object Information → Assign Object Information Key to Notification Types





Notification type M2

Object Information YQ

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Result The object information key is assigned to notification types.

3.19 Maintaining Catalog Groups Use The purpose of this activity is to maintain Code groups and Codes for notifications. In the first step code groups are to be maintained.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notifications → Notification Creation → Notification Content → Maintain Catalogs

Transaction Code QS41




Catalog 2

Code group YQ-CHEL1

4. Choose Enter.

5. Enter the data for the code group.

6. To create more code groups for different catalogs, make the following entries:


Catalog 5

Code group YQ-CHEL1


Catalog A

Code group YQ-CHEL1


Catalog B

Code group YQ-CHEL1

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Catalog C

Code group YQ-CHEL1


Catalog 2

Code group YQ-CHME1


Catalog 5

Code group YQ-CHME1

Field name Description R/O/C User action and values Note

Catalog R A

Code group R YQ-CHME1


Catalog R B



Catalog R C



Result Catalog groups are maintained.

3.20 Defining Catalog Profile Use The purpose of this activity is to define the catalog profile for notifications. In the first step catalogs are to be defined.

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IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notification → Notification Creation → Notification Content → Define Catalog Profile





Cat.prof. YQ-CH001

Catalog profile CH catalog profile

4. Select Catalogs/code groups




Cat.prof. YQ-CH001

Catalog profile CH Catalog Profile

Catalog 2, 5, A, B, C

* YQ*


Result The catalog profile for notifications is defined.

3.21 Changing catalogs and catalog profile for notification type

Use The purpose of this activity is to assign the catalog profile to notifications types.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notification → Notification Creation → Notification Content → Change catalogs and catalog profile for notification type

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2. Select notification type M2 and make the following entries.


Catalog profile YQ-CH001


Result The catalog profile is assigned to notification types.

3.22 Assigning Order Types to Maintenance Plants

Use The purpose of this activity is to determine the allowed maintenance order types for the individual maintenance plants.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Assign Order Types to Maintenance Plants





PlPl BP01

Name 1 Produktionswerk BP01

Type PM01



PlPl BP01


Type PM02


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PlPl BP01


Type PM03

Order type text Maintenance order/-message


PlPl BP01


Type PM04

Order type text Refurbishment order


PlPl BP01


Type PM05

Order type text Calibration order


PlPl BP01


Type PM06

Order type text Capital investment order


Result Order types are assigned to maintenance plants.

3.23 Defining Default Value for Planning Indicator for Each Order Type

Use The purpose of this activity is to define a default value for each order type for the order planning indicator.

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The order planning indicator is used for selection and statistical analyses in the Plant Maintenance and Customer Service Information System.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Default Value for Planning Indicator for Each Order Type

Transaction Code OIOD



Order Type PM01

Unplanned order

Immediate order X

Planned order


Order Type PM02

Unplanned order

Immediate order

Planned order X


Order Type PM06

Unplanned order

Immediate order

Planned order X

Result A default value for each order type for the order planning indicator is defined.

3.24 Creating Default Value Profiles for External Procurement

Use The purpose of this activity is to define the profiles for external procurement of services and materials.

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In the external processing profile, you can store default values to generate purchase requisitions from maintenance orders.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Create Default Value Profiles for External Procurement





ExternProfile YQCH001

Profile CH External material

Cost element 610510

Purchasing org. BP01

Purch. group 001

Material group 01



Profile CH Procured services

Cost element 6100000

Purchasing org. BP01

Purch. group 001

Material group 01


Result The profiles for external procurement of services and materials are defined.

3.25 Defining Default Values for Task List Data and Profile Assignment

Use The purpose of this activity is to define which default values are copied into the order data during the order processing.

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In the previous steps, you have maintained a profile for the procurement of material, external processing profiles and a general order profile.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Default Values for Task List Data and Profile Assignments





Plant BP01

Order type PM01


Mat. Profile YQCH001

Maint.Profile 0000001

MeasUnit ExternOp

H

OperSelection

WrkCntrSelect

Renumber

Incl.once.comp.

Oper. sorting

4. Repeat the same entries for order types PM02 – PM06.


Result Default values for task list data are defined and profiles are assigned.

3.26 Defining Default Order Types for Maintenance Items Use The purpose of this activity is to define default values for the creation of maintenance items for the maintenance order types.

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IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Default Order Types for Maintenance Items


2. Select row.



PlPl BP01

PlannerGrp 010

PM planner grp name

PM-Planner 010

Order type PM02

Default order type text

Maintenance order


PlPl BP01

PlannerGrp 100

PM planner grp name

IH-Planner Elec

Order type PM01


Maintenance order


PlPl BP01

PlannerGrp 200

PM planner grp name

IH-Planner Mech.

Order type PM01


Maintenance order


Result Default values for the creation of maintenance items for the maintenance order types are defined.

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3.27 Defining Notification- and Order Integration Use The purpose of this activity is to define whether you want to maintain notification data and order data in the one screen. This means that you can create another notification directly when entering the order. In the order header data screen, you find some central data fields for the notification, which you can maintain completely if desired. Because the notification is created automatically by the system, here you can define the order types for which these functions should be used and which notification type the system should use.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Notification- and Order Integration




Order type PM01

Notif.type M1

Notifictn


Order type PM02

Notif.type M1

Notifictn


Order type PM03

Notif.type M3

Notifictn


Order type PM04

Notif.type

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Notifictn


Order type PM05

Notif.type M1

Notifictn


Order type PM06

Notif.type M1

Notifictn


Result Indicator for notification and order data is maintained.

3.28 Assigning Costing Parameters and Results Analysis Keys

Use The purpose of this activity is to set the costing parameters for maintenance orders.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance Orders → Assign Costing Parameters and Results Analysis Keys


2. Select the rows with Plant BP01 and Order types PM01 – PM06.

3. Choose Details.



Planned var. cal. PM01

Actual var. calc. PM01

5. Choose Next entry.

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6. Repeat the same entries for the selected Plant and Order types.


Result Costing Parameters and Results Analysis Keys are assigned.

3.29 Defining Change Docs, Collective Purc. Req. Indicator, Operations

Use The purpose of this activity is to specify in which plant and for which order type specific functions are active.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval


2. Select the rows with Plant BP01 and Order types PM01 – PM06.

3. Choose Change.



Plnt BP01

Type PM01

Increment 0010

OrdStChgDc

CollReqstn

Res./PReq From release

PDC aktiv

Workflow

Change document

Net order price


Plnt BP01

Type PM02

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Increment 0010

OrdStChgDc

CollReqstn

Res./PReq From release

PDC aktiv

Workflow

Change document

Net order price


Plnt BP01

Type PM03

Increment 0010

OrdStChgDc

CollReqstn

Res./PReq Immediately

PDC aktiv

Workflow

Change document

Net order price


Plnt BP01

Type PM04

Increment 0010

OrdStChgDc

CollReqstn


PDC aktiv

Workflow

Change document

Net order price

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Plnt BP01

Type PM05

Increment 0010

OrdStChgDc

CollReqstn


PDC aktiv

Workflow

Change document

Net order price


Plnt BP01

Type PM06

Increment 0010

OrdStChgDc

CollReqstn


PDC aktiv

Workflow

Change document

Net order price


Result Order type specific functions are specified.

3.30 Defining Scope of Check Use The purpose of this activity is to define the scope of check. Checking group and checking rule together specify the scope of the check.


IMG Menu Plant Maintenance and Customer Service → Maintenance and

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Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs and Capacities → Define Scope of Check





Av 01

Description Daily requirements

ChR PM

Checking rule Checking rule for plant maintenance


Av 02

Description Individ.requirements

ChR PM

Checking rule Checking rule for plant maintenance


Result The scope of check is defined.

3.31 Defining Checking Control Use The purpose of this activity is to define the check control. The checking rule together with the checking group specifies the scope of the check.

The checking rule as well as the actual check itself depends on the following parameters:

• Plant, order type, operation

The operation can have the following characteristics:

• Order created, release(d) order, scope of the check.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check

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for Material, PRTs and Capacities → Define Inspection Control





Plant BP01

Description Produktionswerk BP01

Type PM01

Business function 1

Text Check availability during order creation


Plant BP01

Description Produktionswerk BP01

Type PM01

Business function 2

Text Check availability during order release

4. Repeat the same entries in Business function and Text for the order types PM02 – PM06.


Result The check control is defined.

3.32 Defining Default Values for Component Item Categories

Use The purpose of this activity is to determine the proposal values for the item categories of the order components. The proposal values can be determined dependent on the material type and the maintenance plant.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → General Data → Define Default Values for Component Item Categories

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Mat.type

Plnt BP01

ItemCategory L


Mat.type DIEN

Plnt BP01

ItemCategory N


Result The proposal values for the item categories of the order components are determined.

3.33 Defining Default Values for Units for Operation Use The purpose of this activity is to specify the default values for units of the duration and the work output of an operation.


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → General Data → Define Default Values for Units for Operation





Planning plant BP01

Norm.duratn un. H

Unit text h

Unit for work H

Unit text h

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Result The default values for units of the duration and the work output of an operation are specified.

3.34 Setting Scheduling Parameters Use The purpose of this activity is to set scheduling parameters for every maintenance order type and every maintenance plant. In addition to the scheduling type, you can determine further scheduling parameters:

• Automatic scheduling

• Display scheduling log automatically after scheduling

• Maximum number of days for start in the past

• Automatic adjustment of the start/finish dates

• Shift order indicator

• Scheduling to incorporate breaks (breaks at the work center are taken into account when scheduling is created)


IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Scheduling → Set Scheduling Parameters





Plant BP01

Order type PM01

Production scheduler

*

Adjust dates Adjust basic dates

Dependent requirement

Operation dates

Scheduling type Forward

Start in the past

Automatic scheduling

X

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Plant BP01

Order type PM02


*

Adjust dates Do not adjust basic dates


Operation dates

Scheduling type Forward

Start in the past


X


Plant BP01

Order type PM03


*



Operation dates

Scheduling type Backward

Start in the past 5


X


Plant BP01

Order type PM04


*



Operation dates


Start in the past 5


X

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Plant BP01

Order type PM05


*



Operation dates


Start in the past 5


X


Plant BP01

Order type PM06


*

Adjust dates Adjust basic dates


Operation dates


Start in the past



Result The scheduling parameters for every maintenance order type and every maintenance plant are set.

3.35 Assigning Object Information Key to Order Types Use The object information key could be assigned to different objects within the pm module. Here we are assigning the object information key to the order types.

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IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Object Information Assign Object Information Keys to Order Types





Order type PM01



Order type PM02



Order type PM06



Result The object information key is assigned to order types.

3.36 Defining Control Parameters for Completion Confirmations

Use The purpose of this activity is to maintain the control parameters for completion confirmations in maintenance orders. You can set control parameters for each order type. Using the completion parameters, you define:

• Which data is proposed for entry

• The severity with which inspections should be performed

• How the completion confirmation processes are controlled

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IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Define Control Parameters for Completion Confirmations





Plant BP01

Order type PM01

Final confirmation

Post open reserves

Propose dates

Propose activities

Mat. movement: All components

Goods movement


Plant BP01

Order type PM02

Final confirmation

Post open reserves

Propose dates

Propose activities


Goods movement


Plant BP01

Order type PM03

Final confirmation

Post open reserves

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Propose dates

Propose activities


Goods movement


Plant BP01

Order type PM04

Final confirmation

Post open reserves

Propose dates

Propose activities


Goods movement


Plant BP01

Order type PM05

Final confirmation

Post open reserves

Propose dates

Propose activities


Goods movement


Plant BP01

Order type PM06

Final confirmation

Post open reserves

Propose dates

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Propose activities


Goods movement


Result Control parameters for completion confirmations are defined.

3.37 Defining Causes for Variances Use The purpose of this activity is to define reasons or causes for deviations.



IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Define Causes for Variances




Plnt BP01

Description Machine malfunction


Plnt BP01

Description Operating error


Plnt BP01

Description Defective material


Result Reasons or causes for deviations are defined.

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3.38 Defining Currency for Maintenance Statistics Use The purpose of this activity is to define in which currency plant maintenance statistical data is managed.


IMG Menu Plant Maintenance and Customer Service → Information Systems for Plant Maintenance and Customer Service → Define Currency for Maintenance Statistics




Statistics currency EUR

Short text Euro


Result Currency for Maintenance Statistics is defined.

3.39 Assigning Value Categories to Maintenance Cost Key Figures

Use The purpose of this activity is to allocate value categories to PM cost key figures predefined by SAP. The value category generally groups several cost element accounts together.


IMG Menu Plant Maintenance and Customer Service → Information Systems for Plant Maintenance and Customer Service → Assign Value Categories to Maintenance Cost Key Figures





CostKeyFig IADIENKOS

Value cat. 610

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Key figure descript. Services

Value cat. descript. Services


CostKeyFig IAMATKOSE

Value cat. 600

Key figure descript. Internal employees

Value cat. descript. Internal activities


CostKeyFig IAMATKOSF

Value cat. 620

Key figure descript. External material

Value cat. descript. Subcontracting


CostKeyFig IAPERKOSE

Value cat. 630

Key figure descript. Internal employees

Value cat. descript. Internal activity


CostKeyFig IAPERKOSF

Value cat. 649

Key figure descript. External employees

Value cat. descript. External employees


CostKeyFig IASONSTKOS

Value cat. 999

Key figure descript. Miscellaneous costs

Value cat. descript. Miscellaneous


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