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Configuration Manual
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Plant Maintenance
Configuration Guide
Presented To
Adhunik Alloys & Power Limited
Adhunik Group Of Companies
By
43/A, Road No. 12, M.L.A. Colony, Banjara Hills, Hyderabad – 500034, INDIA
Tel: +91 40 4455 9999, Fax: +91 40 4455 9900, Website: www.vcentric.com
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Introduction
PurposeThis document describes the Configuration settings of SAP Plant Maintenance Module
Implementation for AAPL (Adhunik Alloys & Power Limited). The purpose of this
configuration document is to document the final configuration settings made for L SAP
R/3 system as per their business requirements.
Scope
This document covers the configuration of SAP-Plant Maintenance module for Adhunik
Alloys & Power Limited.
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Configuration Settings
1. Enterprise Structure 1.1 Maintenance Plant
T.Code SPRO
Menu Path IMG Enterprise StructureDefinitionLogistics
GeneralDefine Copy, Delete, Check plant Define Plant
General Explanation:
In Logistics a plant is an organizational unit for dividing an enterprise according to
production, procurement, maintenance, and materials planning.
A Plant can be defined as a maintenance planning plant
Requirement:
Maintenance plant is required for Orissa Manganese & Minerals Limited organization,
to incorporate maintenance equipments and their activities.
Configuration:
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1.2 Define Location
T.Code SPROMenu Path IMG Enterprise StructureDefinitionLogistics General
Define Location
General Explanation:
A location allows a plant to be classified according to spatial or situation criteria.
Locations are used for informative assignment only. User can only use locations to
structure a match code or as parameter criteria in reporting.
You cannot derive any functionality from locations in terms of hierarchies, etc.
Requirement:
Locations are mainly required to get information and reports to specifically for that
area. This is also required to monitor different history, installations, cost, break downs,Preventive schedule etc location wise. It can be used to track information for Assets
also.Configuration:
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1.3 Maintain Maintenance Planning Plant
T.Code SPROMenu Path IMGEnterprise Structure Definition Plant Maintenance
Maintain Maintenance Planning Plant
General Explanation:
The Maintenance planning plants must first have been created as normal Plants. If the
maintenance planning is carried out centrally for several plants in one plant if from a
PM Perspective each plant stands alone, then each plant is also its own planning plant.
A plant in which maintenance tasks are planned & prepared.
Requirement:
Maintenance plants that do not plan their maintenance tasks are assigned to planning
plants. Planning is performed for the maintenance plants in the planning plants.
Configuration:
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1.4 Assign Maintenance planning Plant
T.Code SPROMenu Path IMG Enterprise Structure Assignment Plant Maintenance
Assign Maintenance planning plant to Maintenance plant
General Explanation:
User must assign a planning plant to each maintenance plant.
A maintenance plant, to which an alternative planning plant is assigned, can not be a
planning plant.
Requirement:
Maintenance plant can not make maintenance plans and its not prepare maintenancetask lists. To prepare Maintenance tasks, plans and activities maintenance planning
plant must assign to maintenance plant.
Configuration:
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2.0 Master data in Plant Maintenance & Customer Service
2.1 Basic Settings
2.1.1 Define Permit Categories
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Basic Settings
Permits
General Explanation:
In this customizing activity we can define the permit categories. These permit
categories are used to group the permits together. Every permit must be assigned to a
permit category.
Requirement:
In AAPL, they are using different types of permit categories and different types of
permits. Based on their requirement permit categories are defined.
Configuration:
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2.1.2 Measuring points, Counters & Measurement Documents
2.1.2. A Make System Settings for Measuring points & M. Documents
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Basic Settings
Measuring points, Counters & Measurement Documents Make
system settings for measuring points & M.documents.
General Explanation:
In this IMG activity user can make global system settings for measuring points, counters
and measurement documents. At the moment there is just one system setting in this
IMG activity:Generation of interval documents for the counter reading transfer.
Requirement:
Generation of interval documents for the counter reading transfer. The counter reading
transfer does not generate any more individual documents.
Configuration:
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2.1.2. B Define Measuring point categories
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Basic Settings
Measuring points, Counters & Measurement Documents Define
Measuring point categories
General Explanation:
User always need measuring point categories if you want to record measurement or
counter readings for equipment or functional location measurement point categories
define whether a measurement item is unique.
Requirement:To identify the measuring points and counters at different equipments and functional
location.
Configuration:
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2.1.2. C Create number ranges for Measuring Points
T.Code IK09Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Basic Settings
Measuring points, Counters & Measurement Documents Create
number ranges for measuring points
General Explanation:
A range of numbers that you can assign to business objects (or their sub-objects) of the
same type.
Each number range has one or more number range intervals and a number assignment
type.
There are the following types of number assignment: Internal -
When storing a data record, the R/3 System assigns a sequential number, which
lies in the relevant number range interval.
External -
The number is assigned by the user or by an external system, both of which must
ensure that the number lies in the relevant number range interval.
Requirement:
To creates sequential measuring points on equipment or functional location for
measuring the measurement readings or counter readings.
Configuration:
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2.2.0 Technical Objects
2.2.1 General Data
2.2.1.A Define Types of Technical Objects
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
General data Define Types of Technical Objects
General Explanation:
A division of a technical object for precise descriptions.
Example
Category of technical object: "Fleet objects" Type of technical object: "Heavy goods vehicle," "Automobile," "Fork-lift
truck"
Requirement:
This allows pieces of equipment that have the same use. Its helps to group instruments
and equipments. Assign a key and a description for each type of technical object.
Configuration:
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2.2.1.B Define Plant sections
T.Code SPRO
Menu Path IMG
Plant Maintenance & Customer Service
Master data inPlant Maintenance & Customer service Technical Objects
General data Define Plant Sections
General Explanation:
The plant section enables you 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.The plant section can be used for evaluation purposes.
Every piece of equipment and functional location can be assigned to a plant section.
Requirement:
To identify or install Machines or sets of machines those are represented in the system
as pieces of equipment or functional locations in plant sections. To indicate the place for
which a maintenance task was requested with the plant section
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Configuration:
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2.2.1.CDefine Planner groups
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
General data Define Planner Groups
General Explanation:
A group of employees responsible for planning and processing maintenance tasks in a
plant. Depending on the size and structure of your company, a maintenance planning
group may be an individual department (for central work preparation), a group of
skilled craftsmen or a workshop.
Every piece of equipment and functional location can be allocated to a maintenanceplanning group.
Maintenance planning groups can also be used for evaluation purposes.
Requirement:
Maintenance planner groups are required for processing maintenance tasks
Configuration:
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2.2.1.D Define ABC Indicators
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
General data Define ABC Indicators
General Explanation:
The characteristics of the ABC indicator can be used as a selection criterion in
evaluations.
The ABC indicator can be entered in equipment as well as functional locations.
Requirement:These ABC indicators will help the user to easily sort out the equipments and functional
location by the form of categories. These are help in selection criterion.
Configuration:
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2.2.1.E Define Object Information Keys
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
General data Define Object Information Keys
General Explanation:
In this step we can define the object information keys an object information key can be
assigned to the following object types.
Functional location categories
Equipment categories
Maintenance & Service notification types
Maintenance & Service order types
Via the parameterization of the object information key, you determine the data of a
technical object (equipment, functional location, structure) that is shown in a special
information window.
The object information also contains history data from the PM Information System and
data from the notifications and orders executed.
Requirement:
To get the earlier instances of damage and number of days required to process theproblem, earlier notifications and / or orders created or completed for the technical
object. Maintenance plans for the technical object.
Configuration:
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2.2.2 Functional Location
2.2.2.A Create Structure Indicator For Functional Location
T.Code OIPK
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Functional Locations Create Structure indicator for Functional
Location
General Explanation:
Structure indicator is a key for the edit mask.
The characters allowed
Numbers Edit mask N Letters Edit mask A
Numbers and letters Edit mask X
Special characters and numbers and letters Edit mask S
Once a functional location already exists for a particular structure indicator,
you receive a warning when you change the edit mask.
Requirement:
To determine the generic structure of the location number & Make the hierarchy levels
in the location structure visible in the location number
Configuration:
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2.2.2.B Define Category of Functional Location
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Functional Location Define category of Functional Location
General Explanation:
In this step we can define “N“number functional location categories.An indicator that lets we differentiate functional locations according to how they are
used.
Each location category required in the system is described using parameters. The
number of functional location categories in a system depends on the number of
parameter constellations required.
Requirement:
To define the following parameters.
Status Profile
Measuring point Categories
Field Selection
Whether change documents are created
Configuration:
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2.2.3.B Define Number Ranges
T.Code OIEN
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects EquipmentEquipment CategoriesDefine Number Ranges
General Explanation:
In this step, define the number assignment category in the step equipment categories.
Must be allocating a unique number for each equipment master record.
We have the following options:
internal number assignment
In this case, the SAP System assigns the numbers.
external number assignment
In this case, the user assigns the numbers.You can define both an internal and an external number range for each equipment
category. The same number ranges can be shared by several equipment categories.
Requirement:
Based on AAPL requirement External number is assigned to Equipment category “B” “C”
and “Q”. They like to give their own numbering style. Different number ranges have
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been allotted to the equipment categories. For “Q” & “E” category internal number
ranges also assigned. When users receipt the material system creates internal
equipment number based on customization as per requirement.
Configuration:
2.2.3.C Usage History Update
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Equipment
Equipment usage period
Usage History Update
General Explanation:
A period of time during which, no changes have occurred to location, maintenance, or
sales data for a piece of equipment. Changes to certain master data fields will be logged
in the usage history.
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Using the usage history define that changes to the account assignment data (e.g. cost
center) are always documented in the system via the usage history. This means that a
change to the cost center in the equipment master record will always be documented bythe system in such a way that you can display the equipment master record with the
data contents at the time of the change to the cost center at any time.
Requirement:
This is required for storing the usage times of equipments at different functional
locations.
Configuration:
2.2.3.D Define Installation at Functional Location
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Equipment Equipment usage period Define Installation at
Functional Location
General Explanation:
In this step we define for each equipment category, whether the installation of a piece of
equipment is allowed at a functional location. We have the option of defining for each
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equipment category whether the installation of equipment at a functional location is
allowed.
Requirement:
All the above equipment categories are allowed to install on functional locations
Configuration:
2.2.3.E Assign User Status Profile To Equipment Categories
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Equipment Assign User Status Profile to Equipment Categories
General Explanation:
Here we can allocate a status profile to each equipment category. We should only usedifferent status profiles for the individual equipment categories when this is necessary
from the view point of our processes.
Requirement:
For AAPL no more user status profiles are customized. Only standard User status
profiles are used.
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Configuration:
2.2.3.F Assign Partner Determination Procedure to Equipment Category
T.Code OIEV
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects Equipment Assign Partner Determination Procedure to
Equipment Category.
General Explanation:
A plan that specifies how, when, and from what sources the system determines partners
in a business transaction, what partner functions are mandatory or suggested in this
transaction, and what rules apply to these partner functions.
Requirement:
For sub equipments purpose different equipment categories are defined based on theAAPL requirement.
Configuration:
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2.2.3.G Allow Multilingual Text Maintenance for Each Equipment Category
T.Code OIEV
Menu Path IMG Plant Maintenance & Customer Service Master data inPlant Maintenance & Customer service Technical Objects
Equipment Allow Multilingual Text Maintenance for Each
Equipment Category.
General Explanation:
In this step we can define for each equipment category whether the maintenance of
equipment texts is allowed in several languages.
Requirement:
SAP Standard settings are adopted.
Configuration:
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2.2.3.H Define Field Selection for the Equipment Master Record.
T.Code OIAD / OIAFMenu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Equipment Define Field Selections for The Equipment master
record.
General Explanation:
In this step, you can define the field selection for the equipment master record.
The fields offered here are common data fields for functional locations and equipment.
For this reason you should always take account of the affected values.
These fields are found in the following objects:
Equipment Functional location
Reference functional location
In the second setting, you can define the field selection for the fields which are only
found in the equipment master record.
Requirement:
To search out the equipments from the data base system in different way by using
different master data information which are given by the users.
Configuration:
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All the standard SAP fields are taken as input fields. Equipment category code as
mandatory field.
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2.2.3.I Define Field Selection for Multi-Level List Displays of Equipment
T.CodeMenu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Equipment Define Field Selection for Multi-Level List Displays
of Equipment
General Explanation:
In this step you maintain the default settings for the multi-level list display for
equipment.
In the subordinate menu options you can determine the field selection for all objects
which are displayed via the list display of a piece of equipment.
The field selection that you define here determines the standard field selection for yourclient.
Requirement:
Standard settings are adopted. These settings are help to view the master data
information at different levels with sequential steps. For all the below settings standard
SAP settings are used.
Configuration:
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2.2.4 Serial Number Management
2.2.4.A Define Serial Number Profile
T.Code OIS2
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Serial Number Management Define Serial Number Profile
General Explanation:
A serial number profile must be assigned to each material that is to be serialized. This
assignment is made at plant level in the material master record. This means that youcan assign a separate serial number profile to a material for each plant. However, a
material can have a mandatory serial number in one plant but not in others.
Requirement:
In AAPL, Electrical & Instrumentation department maintain the serial numbers for their
Motors, Gearboxes, thermocouples & instruments for this purpose serial number
management was activated.
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Configuration:
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2.2.4.B Define Default Equipment Categories for Serial Numbers
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Technical Objects
Serial Number Management Define Default Equipment
categories for Serial Numbers
General Explanation:
In this step, we define a central default equipment category for the serial number
management.
This equipment category is proposed by the system if the system cannot find an
equipment category in the serial number profile for a serialization operation.
Requirement:
As per the AAPL requirement, Production Resource Tools (Equipment Category “P” )
defined. All the Production resource tools are defined under equipment category “P”.
Configuration:
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2.3.0 Bill of Material
2.3.1 Control Data for Bills of Material
2.3.1.A Set Modification Parameters
T.Code OICB
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Bills Of Materials
Control Data for Bills Of Materials Set Modification Parameters
General Explanation:
The modification parameters set here are valid both for material BOMs and equipment
BOMs. This is, as a rule, a one-time setting which should not be changed once the
system is productive.The following settings are supplied in the standard system:
validity maintenance and EC management are active
the current date is proposed
Requirement:
As per the AAPL requirement, for maintaining the material BOM and equipment BOM,
these BOM configurations are done.
All Standard SAP settings are adopted.
Configuration:
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2.3.1.B Define BOM Status
T.Code OICH
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Bills Of Materials
Control Data for Bills Of Materials Define BOM Status
General Explanation:
A tool used to control processing of a BOM in different application areas.
SAP recommends that you accept the settings defined in the standard system. In this
case, no action is required on your part. The BOM status controls other activities indifferent areas (for example, engineering, costing, material requirements planning).
Requirement:
SAP Standard settings are adopted.
Configuration:
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2.3.1.C Define Default Values
T.Code OICCMenu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Bills Of Materials
Control Data for Bills Of Materials Define Default Values
General Explanation:
This menu option allows you to define the following default values for the maintenance
of BOMs:
Base quantity
BOM status
Size unit Unit of measure for variable-size part
The default values that you enter here are valid both for material BOMs and for
equipment BOMs.
Requirement:
SAP Standard settings are adopted.
Configuration:
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2.3.2
General Data
2.3.2.A BOM Usage / Define BOM Usage
T.Code OICD
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Bills Of Materials
General Data BOM Usage Define BOM Usages
General Explanation:
When you maintain BOM usage, you define the user departments (production, plant
maintenance, engineering and so on) by which a BOM of a particular usage can be used.
Note
BOM components that are needed by several user departments (for example,
production and plant maintenance) can also be used jointly in material
BOMs.
Once BOMs exist for a BOM usage, the usage can no longer be deleted.
Furthermore, the usage can also only be changed to a limited extent.
The indicator that shows the usage is relevant to plant maintenance shouldonly be used when this is the case.
Requirement:
Standard settings are adopted.
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Configuration:
2.3.2.B
Define Default Values for Item Status
T.Code OICE
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Bills Of Materials
General Data BOM Usage Define Default values for Item
Status
General Explanation:
The item status is proposed in BOM maintenance when you create new BOM items.
Bear in mind that the status spare part indicator refers to the production BOMS and not
to the maintenance BOMs. This means that you may not use the item status spare part
indicator in maintenance BOMs.
In the case of maintenance BOMs, you should always check the indicator maintenance
relevant.
Configure the default values as necessary for the item status of the individual BOM
usages.
Requirement:
SAP Standard settings are adopted.
Configuration:
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2.3.2.C
Define Copy Default values for Item Status
T.Code OICF
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Bills Of Materials
General Data BOM Usage Define Copy Default Values for
Item Status
General Explanation:
If you want to use the BOMs of other user departments as a reference when creating
maintenance BOMs, you can specify in this menu option that the item status of the
copied item is to take on certain features for maintenance BOMs.
If you only use the item status 'PM' for maintenance BOMs, you do not need to maintain
default copy values, as the system copies all the item statuses that can be copied on the
basis of the BOM usage, which in this case is simply only the item status 'PM'.
Requirement:
As per SAP Recommendation Standard settings are adopted with out changing any
thing.
Configuration:
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2.3.2.D Define Valid Material Types for BOM Header
T.Code OICG
Menu Path IMG Plant Maintenance & Customer Service Master data in
Plant Maintenance & Customer service Bills Of Materials
General Data BOM Usage Define Valid Material Types for
BOM Header
General Explanation:
We can define whether BOMs can be created for materials of a particular type for each
BOM usage in this menu option.
We have the option of making the material type entry.
When we create a new BOM, the material type is checked as follows:
The entries that are fully qualified (those not masked) are checked first. The
masked entries are checked last.
Our choice of control indicator determines whether the entry is allowed or
not
Requirement:
SAP Standard Settings are adopted as per sap recommendation.
Configuration:
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Remaining Item Data settings and Determination of Alternative bills of Material aremaintained with standard SAP settings only. Nothing is changed in these customization
areas.
3.0 Maintenance Plans, WorkCenters, Task Lists and PRTs
3.1 Maintenance Plans
3.1.1 Set Maintenance Plan Categories
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Maintenance Plans
Set Maintenance Plans Categories
General Explanation:
In this IMG activity, we can make the settings for maintenance plan categories.
We can use the maintenance plan categories to control different business processes for
maintenance planning.
The functions for maintenance plans can be used, for example, for generating:
Maintenance- and service notifications
Maintenance- and service orders
Service entry sheets (purchasing) Service procurement
Inspection lots
Since this involves different business processes, different screens are also required.
We recommend that the screen numbers should not be changed.
Reference object is understood to cover the material, equipment, functional location or
other objects, for which you create the maintenance plan.
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Requirement:
IN AAPL, they are having different plans as per their business processes. Accordingbusiness process they required different reference objects in maintenance plans with
different call objects.
Configuration:
3.1.2 Define NumberRanges for Maintenance Plans
T.Code IP20
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Maintenance Plans
Define Number Ranges for Maintenance Plans
General Explanation:
In this step, we define the type of number assignment for the maintenance plans. Every maintenance plan must be identified by a unique number.
We can define a number range for both external and internal number assignment for
maintenance plans.
For this, we have the following options:
Internal number assignment
In this case, numbers are assigned by the SAP System. A number range must be
selected for internal number assignment.
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External number assignment
In this case, the user assigns the numbers manually. A number range must be
selected for external number assignment
Requirement:
A unique number must identify every maintenance plan. Here Internal Number ranges
are assigned for all the maintenance plan categories with different number intervals for
easy identification by seeing the number series.
Configuration:
3.1.3 DefineNumberRanges for Maintenance items
T.Code IP21
Menu Path IMG Plant Maintenance & Customer Service MaintenancePlans, WorkCenters, Task Lists and PRT’s Maintenance Plans
Define Number Ranges for Maintenance Items
General Explanation:
A description of the maintenance and inspection tasks required at regular intervals for
maintenance objects.
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We can specify the reference objects directly in the maintenance item or by using an
object list.
We can describe the required activities in a maintenance task list that you assign to themaintenance item.
In the standard SAP R/3 System, the number range is defined with internal number
assignment.
In the standard system, there are two number ranges:
01 for internal number assignment
02 for external number assignment
Requirement:
A Unique number must identify every maintenance item. Here Internal number ranges
are assigned for maintenance items.Configuration:
3.1.4 Define Sort Fields for Maintenance Plan
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, Work Centers, Task Lists and PRT’s Maintenance Plans
Define Sort fields for Maintenance Plan
General Explanation:
In this step, you can define sort fields for the maintenance plan.
We can assign the sort field in the maintenance plan, which facilitates the selection and
grouping of maintenance plans.
We should consider and assign this sort field from the point of view of grouping and
selection, particularly for maintenance plan scheduling.
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Requirement:
For sort out the required maintenance plan from the “N” number of maintenance plans
list.
Configuration:AAPL Pending
3.1.5 Define Field Selection for Maintenance Plan
T.Code OIW0
Menu Path IMG
Plant Maintenance & Customer Service
MaintenancePlans, WorkCenters, Task Lists and PRT’s Maintenance Plans
Define field selection for Maintenance Plan
General Explanation:
We can define the field selection for maintenance schedule overview lists for the
maintenance plan data in this step.
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The fields that you choose at this point are used for the field selection. Here we can
define the layout of maintenance lists or the structure display by numbering the fields
which should appear in the lists or by marking them as 'suppressed'.Numbering fields defines the sequence in the list, so that the field with the number '1'
appears first in the list, the field with the number '2' second, and so on.
Requirement:
Standard SAP settings are adopted. Nothing changed in standard settings.
Configuration:
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3.1.6 Configure Special Functions for Maintenance Planning
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Maintenance Plans
Configure Special Functions for Maintenance Planning
General Explanation:
In this IMG activity we can configure special functions for maintenance plans. We can
use this indicator to activate additional functions in the multiple counter plans. The
additional functions are also available to pre-existing multiple counter plans after
saving. Without this enhancement, only one "cycle set" (that is, a combination of various
cycles) can be defined in a plan. This is used to calculate all the schedules, and generatesa corresponding maintenance call object for all the maintenance items for each
schedule.
The enhancement allows the maintenance of multiple cycle sets in one plan. Thus you
can define different cycle sets, and thus cycles, for calculating the dates within a plan.
You can use the assignment between cycle sets and the maintenance item to control
that only certain maintenance items generate a call object for certain dates.
Requirement:
As per the AAPL requirement, some of the equipments required maintenance plans at
different intervals with different cycle sets. That type of cycle sets are customized by
using this type of customization.
Configuration:
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3.3.0 Work Centers
3.3.1 General Data
3.3.1.A Define WorkCenter Types and Link to Task List Application
T.Code OIZA
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, Work Centers, Task Lists and PRT’s Work Centers
General Data Define Work Center Types and Link to Task List
Application
General Explanation:
In this IMG activity we define the work center types. Every work center is assigned to a
work center type during creation, which determines the following: The allowed task list application (for example, plant maintenance,
production)
The screen sequence (for example, basic data, capacity data)
The field selection
Whether changes to the work center should be documented with change
documents.
In the standard system, task list application I is used for task lists in plant maintenance.
Requirement:
Standard SAP settings are adopted.
Configuration:
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3.3.1.B Define Field Selection
T.Code OPFA
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, Work Centers, Task Lists and PRT’s Work Centers
General Data Define Work Center Types and Link to Task List
Application
General Explanation:
In this step, we can select fields for the following screens:
Task lists
Header screens
Sequence screens
Operation screens
PRT overview
PRT details
For each screen group we define the modifiable and influencing fields: For modifiable
fields, we use an indicator to determine how the individual fields are displayed on the
screen:
Field is ready for input (standard setting)
Field requires an entry (required entry)
Field is display only
Field is hidden
Field is highlighted
If, for example, we determine for the list and detail screens for confirmation within the
network that "work center" is a required entry, we must maintain the work center in all
confirmations. For the influencing fields, you determine how the modifiable field is
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displayed on the screen, depending on a value (for example, "work center" is a required
entry for a certain order type).
Requirement:
As per requirement standard settings are adopted. Nothing changed in standard
settings.
Configuration:
3.3.1.C Set Parameters
T.Code OP7B
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Work Centers
General Data Set Parameters
General Explanation:
In this menu option, we define the parameters. We assign these parameters to thedefault value key.
The most commonly used default value in Plant Maintenance is the "duration of
internal processing".
Under certain circumstances, you must also be able to plan other default values such as
"personnel times" and/or "cleaning times".
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Requirement:
As per requirement standard parameters are used for AAPL.
Configuration:
3.3.1.D Define Standard Value Keys
T.Code OIZ2
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Work Centers General Data Define Standard Value Keys
General Explanation:
The standard values are planned values for calculating the execution time maintenance
task list and service task list. Maintenance processing and service processing only take
into account the duration of an operation for the scheduling of the orders. For work
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centers that are used by maintenance or service only, use the standard value key for
which no standard values are defined.
Requirement:
Standard settings are adopted.
Configuration:
3.3.1.E Define Employees Responsible for Work Centers
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Work Centers
General Data Define Employees Responsible for Work Centers
General Explanation:
In this key, we can store the person or the group of people responsible for maintaining
the master data of a particular work center.
This area of responsibility does not refer to possible planning activities but to the
management of the work center in the sense of parameter maintenance instead.
Requirement:
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To define responsible person for each work center to handle all the activities which are
related to maintenance?
Configuration:
3.3.2 Task List Data
3.3.2.A Define Task list Usage Keys
T.Code OIZD
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Work Centers
Task list Data Define Task List Usage Keys
General Explanation:
In this IMG activity, we can specify the task lists in which a work center or production
resource/tool may be used. For example, we can categorize work centers into
maintenance work centers or inspection work centers according to their relevance and
their usage in maintenance plans or inspection plans.
We can also allow multiple, cross-application uses in any combination.
Requirement:
SAP Standard settings are adoptedas per the business requirement.
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Configuration:
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3.3.2.B Maintain Control Keys
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Work Centers
Task list Data Maintain Control Keys
General Explanation:
Control keys are assigned to every work center in the master data screen "Default
values".
Use the control key of the operation to determine
the business functions we want to carry out
How we want to deal with the operation.
Requirement:
For calculating capacity planning, costing, external processing, completion confirmation
& general activity of all operations which are done in maintenance orders.
Configuration:
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Plant Maintenance Internal Control Keys:
The following settings are adopted in Internal Control keys (Standard SAP Settings)
Plant Maintenance External Services Control Keys:
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3.3.2.C Configure Screen Sequence for Work Center
T.Code OIZUMenu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Work Centers
Task list Data Configure Screen Sequence for WorkCenter
General Explanation:
In this step, we determine the screen selection for each work center category.
We can control the following parameters the sequence of the screens by means of the
consecutive number, for example:
Basic data
Default values
Capacities
Scheduling data
Cost center allocation
Technology, etc.
The need to maintain data when creating for example, allocation of a cost center is
mandatory
Requirement:
SAP standard settings are adopted.
Configuration:
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3.4 Task Lists
3.4.1 General Data
3.4.1.A Maintain Task List Status
T.Code OIL1
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Task List General
Data Maintain Task List Status
General Explanation:
In this step we define the possible status of a task list. The status of the task list
determines in which other application areas the respective task list may be used. The
status controls the following functions: Release for costing
Release for use in the order
Requirement:
SAP Standard settings are adopted.
Configuration:
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3.4.1.B Define Task List Usage
T.Code OIL1Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Task List General
Data Define Task List Usage
General Explanation:
We can define your task list usages in this step. With the task list usage we can define
different categories of task lists for Plant Maintenance. We can use the different task list
usages for analysis purposes.In the standard SAP R/3 System, task list usage '4' is
supplied for Plant Maintenance. This task list usage covers all maintenance
requirements.
Requirement:
SAP Standard settings are adopted.
Configuration:
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3.4.1.C Configure Planner Group
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Task List General
Data Configure Planner Group
General Explanation:
In this step, we can determine the planner groups for each plant. A planner group is
responsible for maintaining task list data.Key which identifies the planner group
responsible for maintaining the task list.
Requirement:
As per the AAPL requirement different task list planner groups are defined.
Configuration:
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3.4.2 Control Data
3.4.2.A Define NumberRanges for General Maintenance Task Lists
T.Code OIL4
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Task List Control
Data Define Number Ranges for General Maintenance Task
Lists
General Explanation:
We can determine the type of number assignment for the general maintenance task lists
in menu option "General maintenance task list number ranges". Here we have two
options: Internal number assignment
In this case, the SAP System assigns the numbers.
External number assignment
In this case, the user assigns the numbers.
In each case, we can set up an internal and external number range for the general
maintenance task lists.
Requirement:
Internal Number ranges are assigned to general maintenance task lists.
Configuration:
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3.4.2.B Define NumberRanges for Equipment Task Lists
T.Code OIL5Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Task List Control
Data Define Number Ranges for Equipment Task Lists
General Explanation:
In this step, we can define the type of number assignment for equipment task lists.
The numbers are assigned internally.
Requirement:
SAP Standard settings are adopted.
Configuration:
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3.4.2.C Define NumberRanges for Task Lists for Functional Locations
T.Code OIL0Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, Work Centers, Task Lists and PRT’s Task List Control
Data Define Number Ranges for Task Lists for Functional
Locations
General Explanation:
In this step we determine the type of number assignment for task lists for functional
locations.
The numbers are assigned internally.
Requirement:
SAP Standard settings are adopted.
Configuration:
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3.4.2.D Define Profiles with Default Values
T.Code OIL6Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Task List Control
Data Define Profiles with Default Values
General Explanation:
We 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
When maintaining a task list, we can enter a profile ID. When creating a new task list or
a task list object (for example, header, and operation), the values from this profile ID isproposed. We can overwrite this data if necessary.
Maintenance of default values for header data, the values of the fields "Use" and "Task
list status" are also used for task list maintenance. The header data in the task list is
automatically filled out with the settings defined here.
1. Check which useful default values can minimize the required input in your
company.
2. Define several different profiles if necessary.
3. Maintain the default values in task list management.
Requirement:
For simplifying the data entry in maintenance task lists. To save the users from re-enter
default values in maintenance task list data from the maintenance transaction.
Configuration:
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3.4.2.E Define Presetting for Free Assignment of Material
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, Work Centers, Task Lists and PRT’s Task List Control
Data Define Presetting for Free Assignment of Material
General Explanation:
In this section you determine the BOM usage for materials which are allocated freely
(they are not a component of a bill of material) in the task list. SAP recommends that
you use the BOM usage which is primarily used in the Plant Maintenance area. The
usage is an important selection criterion in the BOM application, which controls theautomatic explosion of BOMs.
With the free material allocation, you can allocate materials at any time to general task
lists, equipment task lists or task lists for functional locations. This means that you can
create a task list for a PM object and allocate materials to it without the material being a
component of the object BOM (for example, equipment bill of material). For these 'free'
materials that are not allocated to the object BOM, the system creates a bill of material
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in the background. Here you can only define the BOM usage of the internal bill of
material.
In all cases, only one entry is valid per client. The standard BOM usage for PlantMaintenance is '4'.
Requirement:
SAP Standard settings are adopted.
Configuration:
3.4.2.F Define Field Selection
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Task List Control
Data Define Field Selection
General Explanation:
In this IMG activity, we can define the field selection for the screens of the task lists.
Note that you cannot hide fields which are mandatory fields in the standard or lock
them for entry.All screens, for which a field selection is possible, are summarized into individual
screen modification groups (e.g. all detail screens for the confirmation of a maintenance
order).
Requirement:
SAP Standard settings are adopted.
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Configuration:
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3.5 Production Resources/Tools
3.5.1 General Data
3.5.1.A Define PRT Status
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Production Resource
tools General Data Define PRT Status
General Explanation:
We can define the PRT status in this step. The status controls the usage of a production
resource/tool in the functional application.
The status allows you to release production resource/tools for different tasks whenmaintaining master data.
The PRT status is only relevant for the PRT master record (others).
Requirement:
SAP Standard settings are adopted.
Configuration:
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3.5.1.B Define PRT Group Keys
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Production Resource
tools General Data Define PRT Group Keys
General Explanation:
In this menu option, we define production resource / tool group keys. With this key, we
can combine production resources/tools into groups. We can use the PRT group key to
set up match codes or use it for informational purposes in printing.
The group key is only relevant for the following PRT categories:
PRTs with material master records (material PRTs) PRTs with PRT master records (miscellaneous PRTs)
The PRT group key does not have as large a range of functional uses as the PRT
category.
Requirement:
As per AAPL requirement PRT Group keys are customized.
Configuration:
Pending
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3.5.2. Production Resource/Tool Assignments
3.5.2.A Define PRT Control Keys
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
Plans, WorkCenters, Task Lists and PRT’s Production Resource
tools Production resource tools assignment Define PRT
Control keys
General Explanation:
The PRT control key determines whether PRTs that are allocated to a task list or an
order are included in the following business functions:
scheduling costing
printing production order printing
completion confirmation
Requirement:
SAP standard settings are adopted.
Configuration:
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4.0 Maintenance and Service Processing
4.1 Basic Settings
4.1.1 General Order Settlement
4.1.1.A Maintain Settlement Profiles
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Basic Settings General Order
Settlement Maintain Settlement Profiles
General Explanation:
A requirement for creating a settlement rule allowed settlement receivers (such as cost
center or asset) settlement rule that determines which portions of a sender's costs are
allocated to which receivers.
A settlement rule contains distribution rules, one or more of which are assigned to eachsender. In most cases, there will be one distribution rule for each receiver. In the
settlement profile, you define a range of control parameters for settlement. You must
define the settlement profile before you can enter a settlement rule for a sender. If we
want to settle the costs each time to just one cost center or just one G/L account, you
need a settlement profile. As you cannot maintain the settlement parameters during
settlement to a receiver, you must save the settlement profile either in the order type or
in the model order or reference order.
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Requirement:
As per the AAPL requirement, settlement profile created for settle the incurred cost ofmaintenance orders.
Configuration:
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4.1.2 Settings for Display of Costs
4.1.2.A Maintain Value Categories
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Basic Settings Settings for Display of
Costs Maintain Value Categories
General Explanation:
In this step, we define value categories. Value categories are intervals for cost elements.
These are required to update the:
Plant Maintenance Information System
1. Define a key and description for the value category.
2. If we want to evaluate quantities in the order, assign a unit of measure
to the value category.
3. Enter the load category for the value category:
Costs and outgoing payments
Revenues and incoming payments
Requirement:
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As per AAPL requirement, different types of value categories are created for capture the
cost of maintenance orders.
Configuration:
4.1.2.B Assign Cost Elements to Value Categories
T.Code OIK2
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Basic Settings Settings for Display of
Costs Assign Cost Elements to Value Categories
General Explanation:
In this section, we define a cost element, a cost element interval or a cost element group
as a value category.
Choose a value category and call up the detail screen.
Define a cost element, a cost element interval or a cost element group as avalue category.
Requirement:
As per AAPL, requirement cost elements are assigned to value categories.
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Configuration:
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4.1.2.C Define Default Values for Value Categories
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Basic Settings Settings for Display of
Costs Define Default Values for Value Categories
General Explanation:
In this step, we can define default values for the value categories for the entry of costs.
This setting applies to the creation of historical orders and cost estimates in normal
orders. we can choose from the same value categories as for the cost display of non-
historical orders.
Requirement:
As per the AAPL, requirement default value categories are defined.
Configuration:
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4.2 Maintenance and Service Notifications
4.2.1 Notification Creation
4.2.1.A Notification Types / Define Notification Types
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification Creation Notification Types / Define
Notification Types
General Explanation:
In this step, we define notification types. Each notification type references a notification
category and an origin. Notifications have the category predefined on the basis of theorigin. We can define notification types for the following origins:
Maintenance Notification
General maintenance notification
Malfunction report
Activity report
The origin requires a suitable screen control in the notification transactions.
Comprehensive controls are linked to the notification type. Due to the wide range of
functions that are
Requirement:
As per the AAPL, requirement notification types and notification settings are
customized.
Configuration:
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A1: AAPL: Gen Maint Request
A2: AAPL: Malfunction:-
A3: AAPL: Activity Report:-
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A4: AAPL: Conditional Notification:-
Set Screen Templates for the Notification Type
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Define Long Text Control for Notification Types
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4.2.1.A Notification Types / Define Number Ranges
T.Code IW20
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification Creation Notification Types / Define
NumberRanges
General Explanation:
In this work step, we define the accompanying number range interval for each
notification type.
We can define a number range interval for each notification type, whereby we can
choose between internal and external number assignment.
Note the following for our settings.
We can also enter a notification from the maintenance order processing. This means
that a notification is created automatically in the background. To guarantee the use of
these functions, we must allow internal number assignment for these notification types
because you want to create a notification automatically from the order. If you create all
your notifications in the SAP System, SAP recommends always using an internal
number
Requirement:
SAP Standard settings are adopted.
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Configuration:
Pending
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4.2.1.A Notification Types / Assign Notification Types to Order Types
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification Creation Notification Types / Assign
Notification Types to Order Types
General Explanation:
In this step, we can define which order type is generated from which notification type.
we can work with different notification types and order types. In this step, we can
assign a single order type to a single notification type in each case. Check the activities
that you have performed in this step after processing the "Maintenance and ServiceOrders" section in Customizing.
If you want orders to be generated automatically from notifications, internal number
assignment must be defined for the order type concerned.
Requirement:
As per the AAPL, requirement notification types are assigned to order types.
Configuration:
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4.2.1.B Notification Content / Define Catalog Profile
T.Code OQN6
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification Creation Notification Content / Define Catalog
Profile
General Explanation:
In this step, we define the catalog profiles for notifications. we define:
Which catalogs and code groups from the individual catalogs are to be
accessed by the system for notifications? We can make a selection of code
groups from the catalog by entering a generic key for these code groups. The
catalogs that are to be used for the notifications have already been defined.
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Define that the system displays a warning (type W) if the catalog profile is
not followed.
Requirement:
As per AAPL requirement catalog profile is defined and assigned to notification types.
Configuration:
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4.2.1.B Notification Content / Change Catalog and Catalog Profile for
Notification Type
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification Creation Notification Content / Change Catalogs
and Catalog Profile for Notification Type
General Explanation:
Define the information that is to be entered for the notification item and
choose the most appropriate catalog.
Define the catalog profile for the notification type, if this did not alreadytake place when the notification type was created.
Requirement:
As per AAPL requirement catalogs and catalog profiles are assigned to notification
types
Configuration:
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4.2.2 Notification Processing
4.2.2.A Response Time Monitoring
4.2.2.A Response Time Monitoring / Define Priorities
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification ProcessingResponse time monitoring / Define
Priorities
General Explanation:
In this step, we define the priorities for the notifications. We can define different
priority types and assign a priority type to each notification type. For each priority type,
we define:
Which priority (rank) a notification warrants
Which start date and finish date (based on the creation date) the
notifications should have
Determine which priorities and target basic dates will be valid for the notification types
used in your company.1. First define the different priority types.
2. For each priority type, define its priority (rank) and basic dates.
3. Assign a suitable priority type to each notification type.
Notes
The system finds the basic dates for the notification header with the help of the priority;
the system automatically suggests tasks to be included in the notification header using
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the response profile and specifies the processing deadlines. These two scheduling
functions work independently of one another.
If you choose the unit "day" for the relative start and end time of the notification, thesystem takes the factory calendar into account. If you choose other units, for example,
"hour" or "week", non-working hours are not considered.
Requirement:
SAP standard settings are adopted.
Configuration:
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4.2.2.A Response Time Monitoring / Define Response Monitoring
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification Processing Response time monitoring / Define
Response Monitoring
General Explanation:
In this step, we define the response time monitoring functions for notifications. For this
purpose, we must first define response profiles and service profiles. we must thenassign these profiles to the notification types.
In the response profile, we define a sequence of standard tasks (based on the priority of
the notification) that can be proposed in the notification and which must be carried out
within a predefined period of time.
When the system processes a notification, it always assigns the tasks that have been
selected on the basis of a response profile to the notification header.
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Requirement:
SAP standard settings are adopted.
Configuration:
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4.2.2.B Object Information
4.2.2.B Object Information / Define Object Information Keys
T.Code OIMD
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification Processing Object Information / Define Object
Information Keys
General Explanation:
In this step we can define different object information keys.
An object information key can be assigned to the following object types:
functional location categories equipment categories
maintenance and service notification types
maintenance and service order types
Via the parameterization of the object information key, you determine the data of a
technical object (equipment, functional location, structure) that is shown in a special
information window.
The object information also contains history data from the PM Information System and
data from the notifications and orders executed.
Requirement:
Standard SAP settings are adopted.
Configuration:
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4.2.2.B Object Information / Assign Object Information Keys to Notification
Types
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Notifications
Notification Processing Object Information / Assign Object
Information Keys to Notification Types
General Explanation:
In this step we can assign an object information key to each notification type.
Requirement:
Standard SAP settings are adopted.
Configuration:
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4.3 Maintenance and Service Orders4.3.1 Functions and Settings for Order Types
4.3.1.A Configure Order Types
T.Code OIOA
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Configure Order Types
General Explanation:
In this step, we set up our order types for Plant Maintenance.In addition to the business reasons for configuring several order types, there are also
technical controls which depend on the order type and may require the creation of
different order types. A tool that categorizes orders according to business purpose.
The order type contains information which is necessary for managing orders. Order
types are client-specific. The same order type can be used in all controlling areas in one
client.
Example
Maintenance orders
Capital investment orders
Requirement:
As per the AAPL, requirement 7 types of orders are configured.
Configuration:
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ZA02 AAPL: Breakdown Maint. Order
ZA03 AAPL: Preventive Maintenance Order
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ZA04 AAPL:Refurbishment Maint Order
ZA05 AAPL: Calibration Maint. Order
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ZA06 AAPL: Capital Investment Order
ZA07 AAPL: Shutdown Maintenance Order
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4.3.1.C Assign Order Types to Maintenance Plants
T.Code OIODMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Assign Order Types to
Maintenance Plants
General Explanation:
In this Customizing activity, we determine the order types allowed for the individual
planning plants.
Note
If we want to allow all order types for all planning plants, we must enter all the ordertypes for each plant.
Requirement:
SAP Standard settings are adopted.
Configuration:
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4.3.1.D Assign Inspection Types to Maintenance/Service Order Types
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Assign Inspection
Types to Maintenance/Service Order Types
General Explanation:
In this work step, we assign the QM inspection types to the PM/CS order types. These
settings result in an inspection lot being generated automatically for the corresponding
order when a PM / CS order is released. This inspection lot can then be processed
further in QM, within the framework of results recording and of a usage decision.
Requirement:
As per AAPL, requirement Inspection types are assigned to ZA05 order type.
Configuration:
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4.3.1.E Define Default Value for Planning Indicator for Each Order Type
T.Code OIOSMenu Path IMG Plant Maintenance & 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
General Explanation:
In this section, we can define a default value for each order type for the order planning
indicator.
The order planning indicator is used for selection and statistical analyses in the Plant
Maintenance and Customer Service Information System.Three order planning indicators are predefined by SAP:
Planned order. You should use this indicator for order types, for which tasks
can be anticipated.
Unplanned order. You should use this indicator for order types, for which the
task cannot be anticipated, but also need not be performed immediately.
Immediate order. You should use this indicator for order types, for which the
necessity of the task cannot be anticipated, but where the task must be
performed immediately.
Requirement:
Standard SAP settings are adopted.
Configuration:
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4.3.1.F Create Default Value Profiles for External Procurement
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Create Default Value
Profiles for External Procurement
General Explanation:
In this step, we define the profiles for external procurement of services and materials.
In the external processing profile, we can store default values to generate purchase
requisitions from maintenance- or service orders.
In each profile, we can store a default value for the following values:
Cost element account Purchasing organization
Purchasing group
Material group
During external processing, a distinction is made between the external procurement of
materials and the allocation of complete order operations to vendors.
Since both of these procurement processes generally require different data for
purchasing, for example, different purchasing groups or different cost element
accounts, you should also define different profiles for them.
You should therefore define different profiles for:
External processing or external assignment of complete order operations
Procurement of materials (material profile)In a further step, you can assign two profiles to each user.
Requirement:
To reduce the data entry work at maintenance order creation time and task list creation
time, these default value profiles are customized.
Configuration:
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4.3.1.G Create Default Value Profiles for General Order Data
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Create Default Value
Profiles for General Order Data
General Explanation:
In this Customizing Activity, we define default values for further order data. When
making these settings, we should check carefully to see whether you have to maintain
all parameters.
For order processing for maintenance- or service orders, we should Define a key word ID to select the user-defined fields from the task list and
Allocate a calculation key to calculate the capacity of the operation.
Requirement:
As per AAPL, requirement to reduce the data entry work in maintenance order and task
list.
Configuration:
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4.3.1.H Default Values for Task List Data and Profile Assignments
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Default Values for TaskList Data and Profile Assignments
General Explanation:
In this IMG activity we define which default values should be copied to the order data
for order processing.
In previous IMG activities, we maintained the profile for procuring material, external
processing profile and general order profile which you now assign here:
we can define the profile assignment individually for each plant and each
order type.
If the profile should be independent of the order type, only make oneassignment for the plant.
If we want the assignment to be cross-company for all plants, only define one
entry without plant and without order type.
we can perform the masking of the entries by entering the value **** in the
entry field.
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Requirement:
Standard SAP settings are adopted.
Configuration:
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4.3.1.I Settlement Rule: Define Time and Creation of Distribution Rule
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Settlement Rule: Define
Time and Creation of Distribution Rule
General Explanation:
In this step, we can define for each order type the time by which the settlement rule
must be maintained during order processing. We can also define a default value for the
distribution rule for each order type, according to which the settlement rule should be
calculated, if an order of this order type has a superior order.Example
To settle an order, a settlement rule must be defined. This settlement rule can either be
generated by the system based on the default value for the distribution rule, or it must
be maintained manually.
To settle a sub-order, you can define here, for example, that the main order is a
settlement receiver of the sub-order.
If you enter a settlement receiver manually in a sub-order, this is not changed by the
default value for the distribution rule.
Requirement:
SAP Standard settings are adopted.
Configuration:
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4.3.1.J Define Notification and Order Integration
T.Code SPROMenu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order TypesDefine Notification and
Order Integration
General Explanation:
In this Customizing activity,we can define
Whether you want to maintain notification- and order data in one screen.
This means that you can create another notification automatically when
entering the order. Whether the long text of the notification header should be automatically
copied to the order header
Whether and in what range you allow the assignment of operations to object
list entries of the order
Note that for all notification types which you enter here, an internal number assignment
is strictly necessary.
Requirement:
SAP Standard Settings are adopted.
Configuration:
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4.3.1.L Maintenance Activity Type / Define Maintenance Activity Types
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Maintenance Activity
Type / Define Maintenance Activity Types
General Explanation:
In this step, we determine the allowed maintenance activity types. A key for the type of
maintenance activity provided. Activities are divided into repairs, shutdowns, regularactivities, inspections and so on.
In cost evaluations, for example, total costs or number of orders for each technical
object, you can classify data according to maintenance activity type. The maintenance
activity types should not be confused with activities in the CO system.
The maintenance activity types are stored in the header of each maintenance order.
The maintenance activity types are used in the PM Information System as a grouping
element for maintenance orders.
Requirement:
As per AAPL, requirement some of the activities are customized.
Configuration:
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4.3.1.L Maintenance Activity Type / Assign Valid Maintenance Activity
Types to Maintenance Order Types
T.Code OIO5
Menu Path IMG Plant Maintenance & Customer Service Maintenanceand Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Maintenance Activity
Type / Assign Valid Maintenance Activity Types to Maintenance
Order Types
General Explanation:
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In this step, we can determine which maintenance activity types allowed with which
order types.
Allocate the corresponding maintenance activities to the PM and CS order types.Requirement:
As per AAPL, requirement maintenance activities are assigned to maintenance order
types.
Configuration:
4.3.1.L Maintenance Activity Type / Default Values for Maintenance Activity
Type for Each Order Type
T.Code OIO4
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types
Maintenance ActivityType / Default Values for Maintenance Activity Type for Each
Order Type
General Explanation:
In this step, we can assign a maintenance activity to an order type. This activity is
proposed during order processing.
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Requirement:
Standard SAP settings are adopted.
Configuration:
Costing Data for Maintenance and Service Orders
Assign Costing Parameters and Results Analysis Keys
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4.3.1.M Define Change Docs, Collective Purc. Req. Indicator, Operation No.Interval
T.Code SPRO
Menu Path IMG Plant Maintenance & 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
General Explanation:
In this step, we can define:
Whether changes to the order header are recorded using documents and are
displayed in the form of an action log
The increment at which numbers for the individual operations should be
assigned
Whether just one purchase requisition (collective purchase requisition)
should be generated for external material and operations for each order
Whether reservations or purchase requisitions relevant to materials
planning should be generated when an order is created or only when the
order is released
Requirement:
As per AAPL, requirement some of the settings are customized in standard SAP.
Configuration:
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Goods Movements for Order
Define Documentation for Goods Movements for the Order
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4.3.1.N Availability Check for Material, PRTs, and Capacities / Define
Checking Rules
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Availability Check for
Material, PRTs, and Capacities / Define Checking Rules
General Explanation:
In this step, we can define checking rules for the following applications:
Sales and distribution
MRP
Production order processing
Maintenance order processing
Service processing
Inventory management
Requirement:
SAP Standard settings are adopted.
Configuration:
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4.3.1.O Availability Check for Material, PRTs, and Capacities / Define
Inspection Control
T.Code OIOI
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Availability Check for
Material, PRTs, and Capacities / Define Inspection Control
General Explanation:
In this activity, we define the check control. The checking rule together with the
checking group specify the scope of the check.
we can make the checking rule as well as the actual check itself dependent on the
following parameters:
plant
order type
operation
The operation can have the following characteristics:
order created
release(d) order
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Control parameters for the operation 'create'
In addition to this, you can specify whether a planned order can be converted to
a production order or process order using collective conversion in the case of:
missing parts
missing PRTs or
insufficient capacity
'Release' control parameters for operation
In addition, you can control whether an order can be released in the case of
missing materials
missing PRTs
insufficient capacity
Requirement:
Standard SAP settings are adopted.
Configuration:
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4.3.2.B Define Account Assignment Cat. and Document Type for Purchase
Requisitions
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
General Data Define Account Assignment Cat. and Document
Type for Purchase Requisitions
General Explanation:
In this Customizing activity we define the purchasing account assignment category and
purchasing document type for purchase requisitions for maintenance and service
orders. For the document type, we can choose whether we always want to generate
purchase requisitions for standard purchase orders, contracts or other document typesof the purchasing system.
Purchase requisitions for PM/SM orders must always be assigned to PM/SM orders.
This means that you must change the standard setting for the account assignment
category only if you defined a new account assignment category for order-account
assignment in Customizing for the purchasing system.
In the standard delivery, account assignment categories and a document type for the
purchase requisitions are provided.
Requirement:
As per AAPL, requirement account assignment and document types are assigned tomaintenance orders for generate the purchase requisition.
Configuration:
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Define Priorities
Define Priority Type for Orders
4.3.2.C Create System Conditions or Operating Conditions
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
General Data Create System Conditions or OperatingConditions
General Explanation:
In this Customizing activity, we define the possible asset conditions. Effects on the
capacity load in production In the reference objects functional location and equipment,
we have the option of defining a production work center.
We can enter a system condition in the maintenance order for every operation. Using
this system condition, we can determine whether the operation must be carried out in
production or when the system is shut down, for example.
This asset status does not affect capacities in production.
Requirement:
SAP standard settings are adopted.
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Configuration:
4.3.2.D Activate Default Value for Current Date as Basic Date
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
General Data Activate Default Value for Current Date as Basic
Date
General Explanation:
In this step, we can define for which plants the current date should be proposed as abasic date for the order.
Requirement:
SAP Standard settings are adopted.
Configuration:
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4.3.2.E Define Default Values for Units for Operation
T.Code OIO9Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
General DataDefine Default Values for Units for Operation
General Explanation:
In this step, you can specify the default values for units of the duration and the work
output of an operation.
Bear in mind that you can only use units of the dimension 'ZEIT' as units of
measurement for the default values.
The processing time of individual operations should be specified in hours, the total timeof the task should be specified in days.
To achieve this, specify 'STD' as a time unit for work; the time unit for the duration is
'TAG'.
Requirement:
Standard SAP settings are adopted.
Configuration:
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4.3.3 Scheduling
4.3.3.A Maintain Scheduling Types
T.Code OIOT
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
SchedulingMaintain Scheduling Types
General Explanation:
In this step, you can maintain the allowed scheduling types. An indicator that shows
how the maintenance due date was generated.
Scheduling types are:
New start
Scheduled
Manual call
Start within the current cycle
Before you delete existing scheduling types because they are not needed for maintenance or service
processing, you should check whether they are used by other user departments.
Requirement:
SAP standard settings are adopted.
Configuration:
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4.3.4 Object Information4.3.4.A Assign Object Information Keys to Order Types
T.Code OIOJ
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Maintenance and Service Orders
Object Information Assign Object Information Keys to Order
Types
General Explanation:
In this step you can assign an object information key to each order type.
Requirement:
SAP standard settings are adopted.
Configuration:
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4.4 Completion Confirmations
4.4.1 Define Control Parameters for Completion Confirmations
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenance
and Service Processing Completion Confirmations Define
Control Parameters for Completion Confirmations
General Explanation:
In this work step, you maintain the control parameters for completion confirmations for
maintenance- and service orders. You can set control parameters for each order type.
Define the parameter settings for the completion confirmations in your plant for the
possible order types.
Requirement:
SAP standard settings are adopted.
Configuration:
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4.4.2 Define Causes for Variances
T.Code SPRO
Menu Path IMG Plant Maintenance & Customer Service Maintenanceand Service Processing Completion Confirmations Define
Causes for Variances
General Explanation:
In this work step you can define reasons or causes for deviations. The definition of
deviations can be plant-specific.
Example
You plan duration of 5 hours for a particular operation. Because the necessary material
was not available or a certain tool was defective, you could not complete the task within
the time originally planned.In this situation, you could define reasons for deviation such as:
'Insufficient material' or
'Defective tool'.
Requirement:
As per AAPL, requirement some causes of variances are customized.
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Configuration:
Following of the customization settings are done in quality management module which
are relevant to Plant maintenance module.
Maintain Settings at Plant Level
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Define Identifier for Inspection Points
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