244714310 SAP PM Config Document

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PM CONFIGURATION DOCUMENT

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CONFIGURATION

OF

SAP PM MODULEPREPARED BY

(GROUP-6)

1) MAYURSINH DAYATAR (WCL-ERW MECH.MAINT)

2) RAVISINH RATHOD (WIL-ENGG ELECT.INS)


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1)

GETTING INTO CONFIGURATION THE AREA OF SAP

T-Code:-SPRO

Click on SAP Reference IMG


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2. ENTERPRISE STRUCTURE (ORGANIZATION STRUCTURE)

2.1 CONTENTS:

Define Maintenance Planning plant

Assign maintenance planning plant

Define Location

Define Plant structure

Define Planner group.

2.2 Define Maintenance planning plant

Menu path:-Display IMG >Enterprise structure>Definition>Plant Maintenance>Maintain

Maintenance planning plant.

Select the path of maintain maintenance planning plant


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Click on new entry and create new planning plant.


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New planning plant 2700 is created.


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2.3 Assign Maintenance planning plant to maintenance plant

Menu path:-Display IMG>Enterprise structure>assignment>Plant maintenance>Assign

maintenance planning plant to maintenance plant.

Assigning planning plant

2700 planning plant is assigned to maintenance plant.


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2.4 Define Location

Menu path:-Display IMG>enterprise structure>Defination>Logistics general>define

location>save>transport request.

Click on new entry and create plant location.


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P01 & P02 PLANT LOCATION IS CREATED.

2.5 Define plant section

Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant

maintenance & customers services>Techanical object>General data>Define plant

section.


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Click on new entry & create new section for plant


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Plant section forming, Entry & final is created

2.6 Define planner Groups

Menu path: -Display IMG>Plant maintenance & customers services>Master data in plantmaintenance & customers services>Techanical object>General data>Define planner

groups.


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Click on new entry & create new planner group


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New planner group AHM is generated,


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3.

Master data setting

3.1 Define user status(for master data)


maintenance & customers services>Basic setting>Define user status.

Click on new entry


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Select the Equipment profile & add status of equipment

Click on Object type & select the object type.


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3.2 Create authorization keys for user status authorization,


maintenance & customers services>Basic setting>Create Authorization keys for user status

authorization.


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Click on new entry & create the authorization keys.

ERWM authorization key is generated then go to define user status & assign the authorization

key ERWM for master data,


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Authorization key is assigned,

3.3 Define currency for maintenance statics currency


maintenance & customers services>Basic setting>Define currency for maintenance statics

currency.

Note:-it is only created at only time then it is standard.


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3.4 Define permit category.


maintenance & customers services>Basic setting>permit>define permit category.

Click on new entry and create permit category.

Permit category HOT work is created.

3.5Define measuring points category


maintenance & customers services>Basic setting>Measuring point counter & measuring

documents>Define measuring point category.


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Click on new entry and create new measuring point category.

S power pack oil measuring category is created.


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3.6 create no of ranges for measuring point.



documents>Create no ranges for measuring point.


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Click on intervals & create no ranges

2200000-2210000 no ranges is created

3.7 create no of ranges for measuring Documents.



documents>Create no ranges for measuring documents.


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No ranges are created.

3.8Define field selection for measuring point & measuring Documents.



documents>Define field selection for measuring point & measuring Documents.


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Select the file as per requirement

In this DESCRIPTION field is mandatory required done.

3.9Define warranty types.


maintenance & customers services>Basic setting>warranties>define warranty types.


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Click on new entry & create new warrenty type.

Warranty type 7 is created.

3.10Define no of ranges for warranty types.


maintenance & customers services>Basic setting>warranties>Define no ranges warranty types,


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Click on group


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For enter new group go to Group menu>select insert.

No ranges for warranty type is create now assigning the no ranges for warranty type.


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Assign no ranges menu path:-Select the not assigned (7)>click on element>tick on groups (no

ranges for warranty type)>Element/group.

3.11 Define partner determination procedure.


maintenance & customers services>Basic setting>partners>Define partner determination

procedure.


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Select the Plant Mint. And click on change partner


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If required then select responsibility.


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3.12 Define object information keys.


maintenance & customers services>Basic setting>define object information key.

Click on new entry and create the object information key,

New object information key is generated.


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3.13 Define types of technical object.


maintenance & customers services>Technical object>General data>Define types of technical

object.


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Click on new entry to create new technical object.

Technical object HPP created.


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3.14 Define ABC indicator.


maintenance & customers services>Technical object>General data>Define ABC indicator.

Click on new entry and create ABC indicator.


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3.15 Define Authorize group for Techanical object .


maintenance & customers services>Technical object>General data>Define Authorize group for

Techanical object.

Click on new entry and create the authorize group.

ERWM authorization group is created.


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3.16 Set view profile for Techanical object.


maintenance & customers services>Technical object>General data>Set view profile for

Techanical object.

It is standard setting select the line item (screen group equipment data) & double click on

Activity and layout view,


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3.17 Define object information keys.


maintenance & customers services>Technical object>General data>Define object information

keys.

Click on new entry and create the object information key,


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New object ERWOBJT1 information key is generated.

3.18Create structure indicator for reference location/function location.


maintenance & customers services>Technical object>Function location>Create structure

indicator for reference location/function location.


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Click on new entry for create new function location.

ERW16 structure indicator is created.


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3.19. Define category for function location.


maintenance & customers services>Technical object>Function location>Define category for

function location.


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Click on new entry and creat function location catagory

ERW16 function location is created


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3.20. Define field selection for function location.


maintenance & customers services>Technical object>Function location>Define field selection

for function location.

Planner group & planning plant field is mandatory.


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3.21. Define Equipment category.


maintenance & customers services>Technical object>Equipment>Equipment

categories>Maintain equipment category.


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Click on new entry and define a new equipment category

New equipment category ERW MACHINES is created.


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3.22. Define additional business view for Equipment category.


maintenance & customers services>Technical object>Equipment>Equipment categories>Define

additional business view for Equipment category


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3.23. Define no ranges.


maintenance & customers services>Technical object>Equipment>Equipment categories>Define

no Ranges.

Click on Groups and create the no ranges for Equipment, and insert the new group and create

no ranges for equipment, and assigning for equipment category,

No ranges for equipment are assigned.


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3.24. Define usage history update.


maintenance & customers services>Technical object>Equipment>Equipment usage

period>Equipment usage history update.


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3.25. Define installation at function location.


maintenance & customers services>Technical object>Equipment>Equipment usage

period>Define installation at function location.

Equipment category is installed at function location


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3.26. Assign user status profile to equipment category.


maintenance & customers services>Technical object>Equipment>Assign user status profile to

equipment category.

ZEQUIP status profile is assiged to equipment category.


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3.27. Assign partner determination procedure to equipment category.


maintenance & customers services>Technical object>Equipment>Assign partner determination

procedure to equipment category.

3.28. Define field selection for equipment master record.


maintenance & customers services>Technical object>Equipment>Define field selection for

equipment master record.

Function location and company code is mandatory.


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3.29. Allow multilingual text maintenance for each equipment category.


maintenance & customers services>Technical object>Equipment>Allow multilingual text

maintenance for each equipment category.


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3.30. Define serial no profile.


maintenance & customers services>Technical object>Serial no management>Define serial no

profile.

Click on new entry and create the serial no profile,


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SNRP profile is created then select the profile and double click on serializing procedure,


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3.31. Define default equipment category for serial no.


maintenance & customers services>Technical object>Serial no management> Define default

equipment category for serial no.

3.32. Define Responsible designers and laboratories

Menu path:-Display IMG>Plant maintenance & customers services>Master data in plantmaintenance & customers services>Bills of material>general data> Define Responsible

designers and laboratories.


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Click on new entry to create Responsible designers and laboratories.


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3.33. Define item category


maintenance & customers services>Bills of material>item data >define item category.


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4 Maintenance planning

4.1 define maintenance planner group.

Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work

center, Task list and PRTS>Basic setting>define maintenance planner group.

Planner group AHM is already created which is highlighted above.


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4.2 Set maintenance plan category.


center, Task list and PRTS>Basic setting>Maintenance plans>Set maintenance plan category.

Click on new entry to createmaintenance plan category


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New maintenance plan category EP is created.

4.3 Define number ranges for maintenance plan.


center, Task list and PRTS>Basic setting>Maintenance plans> Define number ranges for

maintenance plan.


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New

Number ranges EP is created for maintenance plan


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4.4 Define number ranges for maintenance items.


center, Task list and PRTS>Basic setting>Maintenance plans> Define number ranges formaintenance items

4.5 Define short field for maintenance plans .


center, Task list and PRTS>Basic setting>Maintenance plans> Define short field for maintenance

plan.


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.

New short field PL is created.


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4.6 Configure special function for maintenance planning .


center, Task list and PRTS>Basic setting>Maintenance plans>Configure special function formaintenance planning.

4.7Define employee responsible for work center.


center>General data>Define employee responsible for work center.

Click on new entry to create employee responsible for work center


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NEW employee ERW responsible for work center is created.

4.8 Configure planner group,.


center>Task list>General data>Configure planner group.

Click on new entry and create planner group.


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New planner group AHM is created,

4.9 Define no ranges for general maintenance task list.


center>Task list>Control data>Define no ranges for general maintenance task list.

No ranges is created


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4.10 Define no ranges for Equipment task list.


center>Task list>Control data>Define no ranges for Equipment task list.

No ranges for equipment task list are created.

4.11 Define no ranges for task list for function location.

Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Workcenter>Task list>Control data> Define no ranges for task list for function location.


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4.12 Define PRT authorization group .


center>Production resources tools>General data>Define PRT authorization group.

Click on new entry and create PRT group

New group is created


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4.13 Define PRT group keys.


center>Production resources tools>General data>Define PRT group keys.

Click on new entry and create PRT tools

GD & WR is created,


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5 Maintenance service Notification

5.1Define notification type.

Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services

processing>Maintenance and services notification>notification creation>Notificationtypes>Define notification types.


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Click on new entry and create the notification type.


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Notification type EB & EC is created

5.2Set screen template for notification type.


processing>Maintenance and services notification>notification creation>Notification types>Set

screen template for notification type.


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All tab is selected and entries done


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5.3 Define long text control for notification type.


processing>Maintenance and services notification>notification creation>Notification

types>Define long text control for notification type.

Select the notification type and go to details.

Tick mark on highlighted item


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5.4Set field selection for notification.


processing>Maintenance and services notification>notification creation>Notification types>Set

field selection for notification.

Double click on field selection for maintenance notification,


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5.5Define no ranges.



types>Define no ranges.


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EB no ranges is defined.

5.6 Maintain catalogs.



content>Maintain Catalogs>


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5.7 Define catalogs profile.


processing>Maintenance and services notification>notification creation>Notificationcontent>Define Catalog Profile.


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Click on new entry and create the new profile for

Double click on catalog code group and maintain code group for catalog profile.


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5.8 Change catalog & catalogs profile for Notification.



content>Change catalog & catalogs profile for Notification.

Select our profile and click on detail. And maintain data.


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5.9 Define Partner Determination Procedure and Partner Function.


processing>Maintenance and services notification>notification creation>partner>Define

Partner Determination Procedure and Partner Function.


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5.10 Define Priorities.


processing>Maintenance and services notification>notification processing>Response Time

Monitoring>Define Priorities.

Double click on define priority types.


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Click on new entry and define priority type.

EB priority type is created.


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Click on new entry and define priority type.

New priority type is defined for each priority.


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Select the notification type and click on the details.

Choose your priority by going to the dropdown for the priority type & save.


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5.11Define Shop Papers, Forms and Output Programs.


processing>Maintenance and services notification>notification processing>Notification Print

Control>Define Shop Papers, Forms and Output Programs.


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Click on new entry and create the new profiler.


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ZEB status profile is created. Then select the profile and click on detail.

Click on object type and select the object type


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Assign the status profile for notification.


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Select the profile and click on detail,

Profile is assigned.


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ERWM authorization key is generated,

5.14 Assign the Object Information Keys for notification type.


processing>Maintenance and services notification>notification processing>object

information>Define Object Information Keys.


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ERWOBJNOTI is generated.


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5.15 Overview of notification type.


processing>Maintenance and services notification>notification processing>objectinformation>Assign the Object Information Keys for notification type.

Select our notification type and double click on screen areas in notification.


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Click on new entry and create the new entry.


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IW21 show all setting.


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MAINTENANCE AND SERVICE ORDER

6 Configure order types.


processing>Maintenance and Service Orders>Functions and Settings for Order Types>Configureorder types.

Click on new entry to Configure order types.


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HFBD is configured as Break down ORDER.

HFPM is configured as PREVENTIVE MAINTENANCE ORDER


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HFCL is configured as CALIBRATION ORDER.

HFRF is configured as REFURBISHMENT ORDER


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Highlighted orders are created.

6.2 Indicate Order Types for Refurbishment Processing

Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and servicesprocessing>Maintenance and Service Orders>Functions and Settings for Order Types> Indicate

Order Types for Refurbishment Processing


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Check the mark on the refurbishment order type as highlighted.

6.3 Configure Number Ranges.

Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and servicesprocessing>Maintenance and Service Orders>Functions and Settings for Order Types>Configure

Number Ranges.

Under new group PM (Plant Maintenance), all the order types number ranges are assigned,

Which are highlighted.


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6.4 Assign Order Types to Maintenance Plants.


processing>Maintenance and Service Orders>Functions and Settings for Order Types> Assign

Order Types to Maintenance Plants.


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Click on new entry and assigning order types to maintenance plant.

Order types are assigned to maintenance plants which are highlighted.


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6.5Assign Inspection Types to Maintenance/Service Order Types


processing>Maintenance and Service Orders>Functions and Settings for Order Types>Assign

Inspection Types to Maintenance/Service Order Types

Put 14 for the calibration order types as highlighted.


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6.6Define Default Value for Planning Indicator for Each Order Type


processing>Maintenance and Service Orders>Functions and Settings for Order Types>Define

Default Value for Planning Indicator for Each Order Type

Default Value for Planning Indicator are defined & highlighted.


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Default Value Profiles for External Procurement are created and highlighted.


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The highlighted (standard) profile are taken as Default Value Profiles for External Procurement


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6.8 Default Values for Task List Data and Profile Assignments


processing>Maintenance and Service Orders>Functions and Settings for Order Types>Default

Values for Task List Data and Profile Assignments


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Click on new entry to create Default Values for Task List Data and Profile Assignments


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The above highlighted are the 4 types order profile.

6.9Settlement Rule: Define Time and Creation of Distribution Rule


processing>Maintenance and Service Orders>Functions & Settings for Order Types>Settlement

Rule: Define Time and Creation of Distribution Rule

Settlement rule for the order are assigned as distribution rule for release.


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6.10 Define Proposed Reference Time for Technical Completion


processing>Maintenance and Service Orders>Functions & Settings for Order Types>DefineProposed Reference Time for Technical Completion

6.11 Define Default Order Types for Maintenance Items


processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define

Default Order Types for Maintenance Items


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6.12Define Notification and Order Integration



Notification and Order Integration


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Select the order types and go to detail.

Defined PM01 (Plant maintenance-internal) for all order types.


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6.14 Define Maintenance Activity Types


processing>Maintenance and Service Orders>Functions & Settings for Order

Types>Maintenance Activity Type>Define Maintenance Activity Types

6.15Assign Valid Maintenance Activity Types to Maintenance Order Types



Types>Maintenance Activity Type>Assign Valid Maintenance Activity Types to Maintenance

Order Types


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Valid Maintenance Activity Types to Maintenance Order Types is assigned.

6.16 Default Values for Maintenance Activity Type for Each Order Type



Types>Maintenance Activity Type>Default Values for Maintenance Activity Type for Each Order

Type.


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Default Values for Maintenance Activity Type for Each Order Type are highlighted.

6.17 Assign Costing Parameters and Results Analysis Keys


processing>Maintenance and Service Orders>Functions & Settings for Order Types>Costing

Data for Maintenance and Service Orders>Assign Costing Parameters and Results Analysis Keys


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Select the our plant and click on detail.

Select all order and assigned PM01 for all order types.


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6.18Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval



Change Docs, Collective Purc. Req. Indicator, Operation No. Interval.


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6.19 Define Documentation for Goods Movements for the Order


processing>Maintenance and Service Orders>Functions & Settings for Order Types>Goods

Movements for Order>Define Documentation for Goods Movements for the Order.

6.20 Define Inspection Control,


processing>Maintenance and Service Orders>Functions & Settings for Order Types> Availability

Check for Material, PRTs, and Capacities> Define Inspection Control.


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Click on new entry and create the inspection control.

1) Check availibilty during oreder creation


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2) Check availibity during order release.

Same both process done for all 04 nos order type.


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6.22 Define Priorities.


processing>Maintenance and Service Orders> General Data>Define Priorities


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Existing priority whichj is creted during notification it is taken same for order.


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Priority type is assined for all order type


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6.23 Activate Default Value for Current Date as Basic Date.


processing>Maintenance and Service Orders> General Data>Activate Default Value for Current Date

as Basic Date.

Default Value for Current Date as Basic Date is assined to [planning plant.


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6.24 Define Default Values for Units for Operation.


processing>Maintenance and Service Orders> General Data>Define Default Values for Units for

Operation.

.

It is assigned for plannning plant.

6.24 Define Status Profile.


processing>Maintenance and Service Orders> General Data>User Status for Orders>Define Status

Profile.


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Click on new entry and create new status profile for order.


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Click on object type and select the object for order profile.


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6.25 Create Authorization Keys for User Status Authorizations.


processing>Maintenance and Service Orders> General Data>User Status for Orders>Create

Authorization Keys for User Status Authorizations.

6.27 Define Partner Determination Procedure and Partner Function


processing>Maintenance and Service Orders> Partner>Define Partner Determination Procedure and

Partner Function.


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6.28 Set Scheduling Parameters.


processing>Maintenance and Service Orders> Scheduling>Set Scheduling Parameters.

Create on new entry and specify scheduling parameter.


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6.29 Create Revisions.


processing>Maintenance and Service Orders>Create Revisions.


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6.30 Assign Default Values for Settlement Areas to Order Types


processing>Maintenance and Service Orders>Assign Default Values for Settlement Areas to

Order Types.


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Select the order type and click on detail.

6.31 Assign Object Information Keys to Order Types


processing>Maintenance and Service Orders>Object Information>Assign Object Information

Keys to Order Types


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6.31 Assign Notification Types to Order Types.


processing>Maintenance and Service Notifications>Notification Creation>Notification

Types>Assign Notification Types to Order Types.


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HFBD is assigned

7. Completion Confirmations

7.1 Define Control Parameters for Completion Confirmations


processing> Completion Confirmations> Define Control Parameters for Completion

Confirmations.


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Click on new entry and create the confirmation parameter.


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7.2 Define Causes for Variances.


processing> Completion Confirmations> Define Causes for Variances.

Click on new entry and create the causes.


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8 Configuration Control

8.1 Make General Settings for Installation/Dismantling


processing> Configuration Control> Make General Settings for Installation/Dismantling.


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