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Course ObjectiveCourse Objective
Understand the concepts of
Bills Of Material (BOM)Work Center
Task List
Above tasks are divided in to three parts from Part 1 to Part 3
Part 1 – BOM Course titlesPart 1 – BOM Course titles
Bill of Material
Equipment BOM
Functional Location BOM
Material BOM
BOM Course Objectives BOM Course Objectives
Describe the concepts and criteria for: Functional Location BOM Equipment BOM Material BOM
Understand BOM usage for the planning of maintenance activities
Bill of MaterialsBill of Materials
A Bill of Material (BOM) is a structured list of components that make up an object.
A BOM is used to represent the structure of an object during spare part planning.
Assignment of Bill of MaterialAssignment of Bill of Material
Two ways of assigning BOM to a technical object are:
Direct assignment or Indirect assignment
Direct assignment is done through the creation of an Equipment or Functional location BOM. The BOM is created specifically for that technical object.
Indirect assignment is done through the creation of a Material BOM that is entered into the Construction type field in the technical object record.
Part 1 – Course titlesPart 1 – Course titles
Bill of Material
Equipment BOM
Functional Location BOM
Material BOM
Equipment BOMEquipment BOM
Direct assignment of the bill of materials to the equipment record.
List of components (stock and non-stock) that are regularly used during the maintenance of the equipment.
Will be created when: A new equipment record is created. An existing equipment record
requires a spare parts list.
Creating Equipment BOMCreating Equipment BOM
The BOM is created with reference to an individual piece of equipment.
Components are specific for the individual piece of equipment.
Enables material planning in maintenance orders and task lists to be performed more effectively.
Multiple BOM for an equipment can be created.
Maintaining Equipment BOMMaintaining Equipment BOM
Updating equipment BOM ensure data integrity
Equipment BOM are changed when: Additional component required Existing component needs to be removed
or substituted or quantities changed BOM header description needs to be
changed
Equipment BOM are deleted when: Equipment master record flagged for
deletion
Part 1 – Course titlesPart 1 – Course titles
Bill of Material
Equipment BOM
Functional Location BOM
Material BOM
Functional Location BOMFunctional Location BOM
Direct assignment of the bill of materials to the functional location.
List of components (stock and non-stock) that are regularly used during the maintenance of the functional location.
A functional location BOM is used in the following situations: When identical equipments are installed. Where common spares used for more
than one equipment (Coupling used by motor and gearbox).
Creating Functional Location Creating Functional Location BOMBOM
The BOM is created with reference to an individual functional location.
Components are specific for the individual functional location or equipment installed at the location.
Enables material planning in maintenance orders and task lists to be performed more effectively.
A functional location BOM can contain material BOM.
Maintaining Functional Location Maintaining Functional Location BOMBOM
Functional location BOM are changed when: New component required Existing component needs to be removed or
substituted or quantities changed
Functional location BOM are deleted when: Functional location master record flagged for
deletion Functional location BOM created incorrectly
Updating functional location BOM ensures that accurate information is available for planning
Part 1 – Course titlesPart 1 – Course titles
Bill of Material
Equipment BOM
Functional Location BOM
Material BOM
Material BOMMaterial BOM
A material BOM is created with a direct link to a material master record.
Contains a list of stock or non-stock components
Can be used by multiple technical objects.
A material BOM is used in the following situations: For assemblies For identical equipment that have a
material number.
Material BOM cont..Material BOM cont..
Enables material planning in maintenance orders and task lists to be performed more effectively.
A material BOM can contain other material BOM.
Can be created with reference to another material BOM.
Transaction code tipsTransaction code tips
IB01 – Create Equipment BOMIB02 – Change Equipment BOM
IE02 – Link Material BOM to Equipment
IB11 – Create Functional Location BOMIB12 – Change Functional Location BOM
MMP1 – Create PM Assembly
CS01 – Create Material BOMCS02 – Change Material BOM
Part 2 – Work center Course titlesPart 2 – Work center Course titles
Work center over view
Work center Maintenance
Work center hierarchy
Course Objectives Work Course Objectives Work CentersCenters
Discuss the concepts of work centers
Understand the different work center categories and its usage.
Discuss the concepts of a work center hierarchy
Create and manage work centers
Work CentersWork Centers
A labor work center is a grouping of craftsmen that perform maintenance work.
A work center can also represent a piece of equipment used in maintenance operations
The work center is used to plan maintenance activities in task lists and maintenance orders.
Work Centers DataWork Centers Data
Default values maintained in the work center data are copied to the PM order.
Costing information used to determine the activity cost.
Capacity details are used to schedule the operation.
Operation can be scheduled using scheduling information
Part 2 – Work center Course titlesPart 2 – Work center Course titles
Work center over view
Work center Maintenance
Work center hierarchy
Creating Maintenance Work Creating Maintenance Work CentersCenters
When creating a work center, the work center category must be specified.
Work center can be created by copying from existing work center.
The information from the existing work center is copied into the new work center and can be changed as required.
Work center can be renamed
Main Work CenterMain Work Center
A main work center will be used in the main work center field for the following objects:
Task lists Maintenance orders Maintenance notifications Equipment Functional locations
Used within capacity evaluation to aggregate operational work centers.
PM Machine Work CenterPM Machine Work Center
Represent fixed machines and fleet objects that need to be scheduled and costed in maintenance orders.
PM Machine work centers are used to assign against operations in maintenance task lists and orders.
Used within capacity evaluation.
Work Center CapacityWork Center Capacity
The capacity of a work center is the total number of hours per day a work center can perform maintenance activities.
Commonly used three work center capacity categories are: 001 Machines 002 Labor 022 Pooled capacity
For categories 001 & 002 the capacity is defined within the work center.
Pooled capacity is created outside the work center and assigned to the work center.
Pooled CapacityPooled Capacity
Allows you to assign multi-skilled technicians to more than one work center.
The capacity of the multi-skilled technicians is created as a pooled capacity separate to the work centers.
The pooled capacity is then allocated to all relevant work centers.
When maintenance activities are assigned to the work centers the pool capacity is used in capacity evaluation and leveling reports.
If a change is made to the pool capacity it is reflected in all relevant work centers’ available capacity.
Part 2 – Work center Course titlesPart 2 – Work center Course titles
Work center over view
Work center Maintenance
Work center hierarchy
Work Center HierarchyWork Center Hierarchy
Work centers are grouped together into a work center hierarchy.
Each level within the hierarchy will be represented by a work center(s). Can consists of 3 levels.
Hierarchies are used in capacity planning to cumulate available capacity and capacity requirements.
Can consist of 3 levels.
The lowest level of the hierarchy will consists of operational work centers.
The second lowest level of the hierarchy will consists of main work centers.
Hierarchy work centers are used in the first level of the hierarchy.
Transaction code tipsTransaction code tips
IR01 – Create Work Center
IR02 – Change Work Center
CR11 – Create Capacity
CR22 – Change Hierarchy
Part 3 – Task List Course titlesPart 3 – Task List Course titles
Task List over view
Equipment Task List
Functional Location Task List
General Task List
Course Objectives Task ListsCourse Objectives Task Lists
Describe the concepts and criteria for: General Task Lists Equipment Task Lists Functional location Task Lists
Understand usage of maintenance task lists for the planning of maintenance activities.
Understand usage of maintenance task lists are used within preventive maintenance.
Maintenance Task ListsMaintenance Task Lists
A maintenance task list is a pre-defined sequence of maintenance events that are performed repeatedly within a company.
Maintenance Task ListMaintenance Task List
Task lists are used for preventive and corrective maintenance
Task lists are copied into the Maintenance order
Maintenance Task List StructureMaintenance Task List Structure
Task List Header DescriptionGeneral data
Task List operationOperation sequenceStandard expected hours
Component / PRT assignmentRequired components can be assigned PRT can be assigned to an operation
Task List Header DetailTask List Header Detail
Task list are created for each plant.
Each task list will belong to a task list group and will have its own counter number.
Statuses are used to control the creation and use of the task lists.
A maintenance strategy is entered if the task list is created for use within a strategy controlled maintenance plan.
The profile is used when creating a task list to default details into the task list.
Task List Operation DetailTask List Operation Detail
The operations of the task list detail the activities to be performed within the task list.
A task list can contain multiple operations.
There are two types of operations: Internal Processing Operations External Processing Operations
Depending on the operation control key the operation is planned differently.
Internal Processing OperationsInternal Processing Operations
Following are the required details to create an internal processing operation: Work center Control key Operation description Work effort Number of people
An operation can only have one work center assigned.
Additional work centers can be added to add additional operations.
External Processing OperationExternal Processing Operation
To plan maintenance activities for external processing use:
Defined Control key indicating it as external operation. This control key will allow you to specify services using service master
records for work agreed between the vendor and SABIC. (e.g. motor overhaul, motor rewiring) or using text services
Purchasing information containing following info must be entered.
Planned delivery time Cost element Material group Vendor Purchasing Group Purchasing Organization
Service SpecificationService Specification
Against the external operation the individual services are planned.
Service master records or text services are used to plan the required activities.
For each service the quantity, unit of measure and price is required.
Task List Operation Detail Task List Operation Detail (Cont.) (Cont.)
It is possible to assign the following items for an operation:
Components Production Resource Tools Maintenance Packages Relationships Inspection Characteristics
Additional text to describe the operation can be entered using long text for an operation.
Production Resource & ToolsProduction Resource & Tools
If a PRT is required to complete an operation the PRT is planned against the operation.
The required usage and PRT control key are entered for each PRT assigned to the operation.
Maintenance PackagesMaintenance Packages
If the task list is used for a strategy based preventive maintenance plan, the strategy is entered on the task list header.
One or more maintenance packages are assigned to the individual operations.
The maintenance package defines when the operation is to be performed i.e the frequency.
When the maintenance package falls due, the operations assigned to the package will be included in the maintenance order.
Part 3 – Task List Course titlesPart 3 – Task List Course titles
Task List over view
Equipment Task List
Functional Location Task List
General Task List
Equipment Task ListsEquipment Task Lists
Created specifically for a piece of equipment and is unique for that piece of equipment.
It is possible for an equipment to have more than one task list created.
Each task list is given a counter number to identify it.
Equipment task list can be created by copying and required data can be changed.
Part 3 – Task List Course titlesPart 3 – Task List Course titles
Task List over view
Equipment Task List
Functional Location Task List
General Task List
Functional Location Task ListsFunctional Location Task Lists
Created specifically for a functional location and can only be used for that functional location.
It is possible to have more than one task list created for a functional location.
Each task list is given a counter number to identify it.
When creating a functional location task list is possible to copy from an existing task list and make the necessary changes.
Part 3 – Task List Course titlesPart 3 – Task List Course titles
Task List over view
Equipment Task List
Functional Location Task List
General Task List
General Task ListsGeneral Task Lists
Used as a common task list for equipment or functional locations. Not specific to any equipment and functional location
Logical naming conventions are given to general task list group names. Can also be identified with group name and counter
Each task list within a general task list group has a unique counter.
Used for preventive, corrective and refurbishment maintenance.
Transaction code tipsTransaction code tips
IA01 – Create Equipment Task List
IA02 – Change Equipment Task List
IA11 – Create Functional Location Task ListIA12 – Change Functional Location Task List
IA05 – Create General Task ListIA06 – Change General Task List
SummarySummary
You should have understood the concept of
BOM – Bill Of Material
Work Center
Task List
Course ObjectivesCourse Objectives
Understand the concepts of following:
Functional LocationsEquipmentFleet ObjectsProduction Resource ToolsSerial NumberingWarranties Counters and Measuring points
Create Technical objects hierarchy
Manage technical objects.
Course DirectionCourse Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point
Structure of Technical ObjectStructure of Technical Object
Maintenance Plant
A maintenance plant is a place where operational systems of a company are installed which requires periodic maintenance.
Each manufacturing or maintenance setup will form a separate maintenance plant.
Planning Plant
A maintenance planning plant is the organizational unit where the planning for maintenance are performed.
Each manufacturing or maintenance setup will form as maintenance planning plant.
Course DirectionCourse Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point
Functional LocationsFunctional Locations Functional location
A functional location is a position within the hierarchical structure and represents a location where technical objects can be installed.
Functional Location Structure (FLS)
A logical break down of a plant or section of a plant that allows both operations and maintenance personnel to easily find the correct area of the plant and specific pieces of equipment that require maintenance.
Structure of IND6 (FLS)Structure of IND6 (FLS)
Plant structure is broken into four parts:
AAZZ-NN-ZZZZZ-ZZZZZ
1 2 3 4
Level 1: Plant & Processing AreaLevel 2: Processing Lines / FacilitiesLevel 3: Major Processes / FacilitiesLevel 4: Sub-Processes / Facilities
It is suggested to use standard abbreviations for the naming convention for each level.
Structure Example (FLS)Structure Example (FLS)IND6
Production ofProduct A
IND6-01Line 1
IND6-01-PPS01
Piping System
IND6-01-FPS01Fire Prevention
Systems
IND6-03Line 3
Level 1
Level 3
Level 2 IND6-02Line 2
IND6-01-PTS01 Production system
IND6-01-PTS01-MAC01
Machine 1
IND6-01-PTS01-MAC02
Machine 2Level 4
Functional Location MasterFunctional Location Master
Functional Location Master data contains
General Data – reference data and manufacturer data
Location -- Location data, address
Account data -- Cost center, company code
Structure -- Functional location structure info.
Data links -- Data link to master records. E.g. Measuring point
Functional Location CategoryFunctional Location Category
Initially functional locations and structures are part of PM master data.
The functional location category controls the layout of the functional location master record.
The functional locations can be broken up into the different categories:
Creating Functional LocationsCreating Functional Locations
New functional locations are created when:
A new plant is built
An existing plant is expanded
Functional location can be created by copying from an existing functional location.
Copied details from the existing functional location into the new functional location can be changed.
Functional Functional Location Location MaintenanceMaintenance A functional location will need to be maintained when:
Functional location is activatedMaintenance responsibility changesFinancial responsibility changesFunctional location is no longer required
When several functional locations are to be changed, the Change Functional Locations Using List Editing transaction(IL05) can be used.
If a functional location is no longer required it should be deactivated.
Transaction code tipsTransaction code tips
IH01 - Display Functional Location Structure
IL01 – Create Functional Location
IL04 –Create Functional Location using List Editing
IL02 – Change Functional Location
IL05 – Change Functional Location using
List Editing
Course DirectionCourse Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point
EquipmentEquipment
Equipment is an individual physical object.
It is maintained as an independent unit to track maintenance costs and technical history.
Equipment RecordEquipment Record
Equipment record represents physical object in the plant.
Equipment can be installed and dismantled from functional locations.
Maintenance is planned and executed with equipment
Maintenance records are kept against each equipment
Installing & Dismantling of Installing & Dismantling of EquipmentEquipment
Equipment can be installed in the functional location at right level
Equipment can be installed only at ONE location at a time
Installing and dismantling indicates the physical movement of equipment
Measuring point and counter transfers are broken during installation or dismantling
Equipment Record infoEquipment Record infoMaster record contains following information
Equipment general data Equipment location Equipment usage Equipment classification Serial number data Classification Measuring points and counters Warranties
Equipment record can be linked to an asset number
Equipment CategoryEquipment Category
Equipment records can be broken up into the categories.
Example of equipment categories B for Safety K for Electrical F for Fleet E for Instrument M for Mechanical P for Production
Resources & Tools The equipment category controls the
layout of the equipment record. The equipment numbering can be
internal generated numbering.
Equipment ClassificationEquipment Classification
Helps to organize equipment master records and describe them in a structured way.
A class hierarchy will help to assist in the search for equipment classes.
Only required equipment can be classified.
The class can be used to search for equipment master records.
Each class will contain several characteristics.
The characteristics are used to store specific information against the equipment master records.
CharacteristicsCharacteristics
Each class will contain a required characteristics: Example Data Sheet Code Drawing code Instrument Drawing code
Additional characteristics can also be included in the class.
A value should be entered for each of the characteristics.
The characteristic data can be viewed from within the equipment master record.
Equipment StatusesEquipment StatusesUser status and system status helps to manage equipment
System status is always attached to the equipment
User status can be attached to an equipment as optional
E.g. Available status of equipment system status will allow it to install
Equipment DismantlingEquipment Dismantling
Equipment can be dismantled from the functional location when it is required. E.g. removed from the functional location.
Upon dismantling the equipment the following step should be taken into account: Update the account assignment (i.e. cost center) Update the user status (if applicable) Deactivate maintenance plans (if applicable)
A usage period will be created upon dismantling.
The system status will change to AVLB for ‘Available’.
Equipment InstallingEquipment Installing
An equipment can be installed at a functional location or a superior equipment.
Upon installing the equipment the following step should be taken into account:
Update the account assignment (i.e. cost center)
Update the user status (if applicable)
Activate maintenance plans (if applicable)
The system status changes to INST for ‘Installed’.
A usage period is created for the equipment record.
Equipment ScrapingEquipment Scraping When scrapping an equipment the following steps should be
performed.
Delete any task lists, BOM and measuring points.
De-activate maintenance plans (if applicable)Equipment dismantledUpdate the account assignment (i.e. cost
center) Update the user status to SCRP for ‘Scrapped’
All serialized equipment that are to be scrapped should be returned to the warehouse.
Transaction code tipsTransaction code tips
IE01 – Create Equipment
IE02 – Install Equipment
IE02 – Change Equipment
IE05 – Change Equipment using List Editing
IE02 – Dismantle Equipment
Course DirectionCourse Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point
Fleet ObjectsFleet Objects
A fleet object is an equipment that moves from one location to another to perform maintenance functions.
Example: ForkliftsTrucks
Fleet ObjectsFleet Objects A fleet object is a special category of equipment.
It has the same functionality as a normal piece of equipment.
Includes additional tabs to record fleet information: Identification details Dimensions Weight specifications Load specifications Engine details Fuel and lubricant details
Need not be installed at a functional location.
Fleet ObjectFleet Object
A fleet object can also be created as a PRT and a work center.
To create a PRT record for a Fleet object, maintain entries in the PRT tab of the Fleet object record.
A fleet object as a work center allows: Scheduling of fleet object Costing
A fleet object as a PRT allows the fleet object to be assigned to an operation within the order.
Creating Fleet ObjectsCreating Fleet Objects
A fleet object master record is created to represent a mobile device that requires maintenance history to be recorded.
A new fleet object master record is created when; A new fleet object is purchased or An existing fleet object replaced.
During the creation of the fleet object it is possible to: Create measuring points and counters Assign warranties
Fleet Object CountersFleet Object Counters
Counters can be used for fleet objects to assist in:
Calculating fuel and oil consumption
Determining replacement or maintenance of object
For each individual fleet object counters can be created using measurement positions.
Course DirectionCourse Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)Serial Numbering
Warranties
Measuring Point
Production Resource & ToolProduction Resource & Tool
A PRT is a special resource required by a crew to perform a maintenance task.
A PRT could be a special tool.
Production Resource & ToolProduction Resource & Tool
A PRT equipment is a special category of equipment.
It has the same functionality as a normal piece of equipment.
Includes an additional tab for PRT information: Usage details Default values Ability to lock
An equipment PRT can be planned as a requirement against an operation within a maintenance order.
Maintenance can be performed and history recorded for a PRT equipment.
Creating PRTsCreating PRTs
A PRT equipment is created for an object when it needs to be planned within a maintenance order.
PRT not installed at a functional location.
During the creation of the PRT equipment it is possible to: Create measuring points and
counters Assign warranties
Course DirectionCourse Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point
Serial NumberSerial Number Serialization is the
assignment of a unique SAP serial number to a Material and Equipment master record.
The Serial number is the common link between Material number and Equipment number.
Equipment SerializationEquipment Serialization
New serial number will be given by warehouse for new material.
Equipment record is created automatically.
The serial number will always stay unique to the equipment
Transaction code tipsTransaction code tips
IE02 – Maintain Serialization for Equipment
IQ09 – Display Serial Numbers using List Editing
MMBE – Display Serial Numbers from
Stock Overview
Course DirectionCourse Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point
WarrantiesWarranties
A warranty is given to the customer by a vendor or manufacturer.
This assures to the customer that the product is reliable and free from known defects.
It also assures customer to undertake the responsibility for any defect within stipulated period
WarrantiesWarranties Two types of warranties available:
Inbound -- Vendor / Manufacturer Outbound -- Customer
Both a Vendor/Manufacturer and a Customer warranty can be assigned to an equipment.
A warranty can be assigned to the equipment by:Entering the warranty start or finish
dates directly in the technical object record or
Assigning a master warranty
Warranties that are maintained without a master warranty on the equipment record can only be time based.
Master WarrantyMaster Warranty
To define more complex warranties for an equipment a master warranty can be used.
A master warranty is broken into three parts. Header Item Counter
Master Warranty CountersMaster Warranty Counters Warranty counters are used to define the
conditions and requirements for the master warranty.
Warranty counters can be: Time based Performance based counters Combination of both
If the master warranty contains more than one warranty counter an “and/or” relationship must be entered.
If performance based counters are used within the warranty master the corresponding counters must be first created for the technical object.
Master Warranty (Cont.)Master Warranty (Cont.)
When assigning a master warranty to an equipment a warranty start date must be entered.
Once a master warranty is assigned to an equipment record a warranty check is performed each time a maintenance notification or order is created against the equipment.
The user can then investigate if the maintenance activities are covered by the warranty and take the necessary actions.
Transaction code tipsTransaction code tips
IE02 – Maintain Time Based Warranty for Equipment
BGM1 – Create Master Warranty
BGM2 – Change Master Warranty
IE02 – Assign Master Warranty to Equipment
Course DirectionCourse Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point
Measuring PointsMeasuring Points A measuring point is a physical or logical
position for a technical object (Equipment) where a condition can be recorded.
A counter is a kind of measuring point that accumulates performance based readings.
A Technical object (equipment) can have multiple measuring point
Measuring PointsMeasuring Points
Measuring points and counters are created for technical objects to record a condition for the technical object at a given point in time.
Examples of the type of conditions: Temperature as measurement points Flow rate as counters Operating hours as counters
The measuring point or counter defines the location and the specific condition to be recorded for the technical object.
Each measuring point or counter will have its own ID number.
Measuring PointsMeasuring Points
A technical object can have multiple measuring points and counters.
Use of Measuring pointsUse of Measuring points
Measuring points can be used for condition monitoring of a piece of equipment.
Upper and lower limits can be set for a measuring point.
corrective maintenance notification is automatically created, If a measurement reading is outside the tolerance limit.
Counter Measuring PointsCounter Measuring PointsA counter is used to record continuous
values. (e.g accumulative values, run time hours)
Counters can be used in maintenance plans to schedule preventive maintenance.
An annual estimate is entered for a counter.
Transaction code tipsTransaction code tips
IK04 – Create Measuring Point for Object
IK05 – Change Measuring Point for Object
IK08 – Change Measuring Points using
List Editing
IK31 – Create Measurement Reading Entry List