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SAP S/4HANA
September 2017
English
Plant Maintenance General Setting(BFI)
SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
ContentPlant Maintenance General Setting: Configuration Guide.........................................................6
1 Purpose............................................................................................................................. 6
2 Preparation........................................................................................................................ 6
2.1 Prerequisites............................................................................................................6
2.2 Supported Deployments..........................................................................................6
3 Configuration.....................................................................................................................6
3.1 General Setting........................................................................................................6
3.1.1 Define Valuation Classes....................................................................................6
3.1.2 Define Object Types............................................................................................7
3.1.3 Set View Profiles for Technical Objects...............................................................7
3.1.4 Define Object Information Keys...........................................................................8
3.1.5 Create Structure Indicator for Reference Locations/Functional Locations...........9
3.1.6 Define Material Groups......................................................................................10
3.1.7 Maintain Value Categories................................................................................10
3.1.8 Assign Cost Elements to Value Categories.......................................................11
3.1.9 Define Default Values for Value Categories......................................................11
3.1.10 Assign Value Categories to Maintenance Cost Key Figures.............................12
3.1.11 Configure Formula Definition.............................................................................13
3.1.12 Create Default Value Profiles for General Order Data.......................................13
3.1.13 Define Maintenance Activity Types....................................................................14
3.1.14 Check Selection Term for Alternative Determination.........................................15
3.1.15 Define Currency for Maintenance Statistics.......................................................15
3.1.16 Maintain Catalogs, Code Groups, and Codes for Notification Type..................16
3.1.17 Define Catalog Profile........................................................................................19
3.1.18 Create System Conditions or Operating Conditions..........................................21
3.1.19 BOM Setting for Equipment...............................................................................21
3.1.20 Define Category................................................................................................23
3.1.21 Usage History Update.......................................................................................29
3.1.22 Define Transaction-Based Default Values for Object Types..............................30
3.1.23 Define Account Assignment Cat. and Document Type for Purchase Requisitions31
3.1.24 Define Movement Types for Material Reservations...........................................31
3.1.25 Activate Printing in Online Processing...............................................................32
3.1.26 Define Default Equipment Categories for Serial Numbers.................................33
3.1.27 Define Structural Display...................................................................................33
3.1.28 Enterprise Search..............................................................................................50
3.1.29 Activation of Scope-Dependent Application Job Catalog Entries (S/4HANA)....61
3.1.30 Maintain Application Usage...............................................................................62
3.1.31 Define Search Sequence for Viewable File.......................................................62
3.1.32 Define Measuring Point Categories...................................................................63
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.2 Corrective & Emergency Maintenance Setting......................................................63
3.2.1 Define Number Ranges.....................................................................................63
3.2.2 Define Notification Types...................................................................................64
3.2.3 Maintenance Notification Type Number Range.................................................65
3.2.4 Set Screen Templates for the Notification Type................................................65
3.2.5 Define Long Text Control for Notification Types................................................67
3.2.6 Change Catalogs and Catalog Profile for Notification Type...............................68
3.2.7 Assign Object Information Keys to Notification Types.......................................69
3.2.8 Define Priorities.................................................................................................69
3.2.9 Define Priorities.................................................................................................70
3.2.10 Overview of Notification Type............................................................................70
3.2.11 Define Allowed Changes of Notification Type....................................................71
3.2.12 Define Shop Papers, Forms and Output Programs...........................................72
3.2.13 Define Shop Papers, Forms and Output Programs...........................................72
3.2.14 Define Printer....................................................................................................73
3.2.15 Configure Order Types......................................................................................74
3.2.16 Configure Number Ranges................................................................................75
3.2.17 Maintenance Order Number Range...................................................................75
3.2.18 Define Notification and Order Integration..........................................................76
3.2.19 Define Default Value for Planning Indicator for Each Order Type.....................76
3.2.20 Settlement Rule: Define Time and Creation of Distribution Rule.......................77
3.2.21 Define Control Key............................................................................................78
3.2.22 Assign Valid Maintenance Activity Types to Maintenance Order Types............78
3.2.23 Default Values for Maintenance Activity Type for Each Order Type..................79
3.2.24 Define Priorities.................................................................................................80
3.2.25 Assign Object Information Keys to Order Types................................................80
3.2.26 Configure Display of Jobs in the Launchpad.....................................................81
3.2.27 Specify Long Text for Job..................................................................................82
3.2.28 Specify When Status "Job in Process" Is Set....................................................82
3.2.29 Define Shop Papers, Forms and Output Programs...........................................82
3.2.30 Define Shop Papers, Forms and Output Programs...........................................84
3.2.31 Define Printer....................................................................................................85
3.2.32 Define Printer....................................................................................................86
3.2.33 Assign Notification Types to Order Types.........................................................86
3.2.34 Define Overall Status (Fiori)..............................................................................87
3.2.35 Define Partner Determination Procedure and Partner Function........................95
3.2.36 Assign Partner Determination Procedure to Notification Type...........................95
3.2.37 Assign Partner Functions to Notification Type...................................................96
3.2.38 Define Partner Determination Procedure and Partner Function........................97
3.2.39 Assign Partner Determination Procedure to Order Type...................................97
3.2.40 Copy Partner Functions to Master and Movement Data....................................98
3.2.41 Define Operational Effects.................................................................................99
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
4 Manual Build Steps..........................................................................................................99
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Plant Maintenance General Setting: Configuration Guide
1 PurposeThe purpose of this document is to describe the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation.
If you want to install SAP S/4HANA locally (on-premise) and if you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, you can set up a best-practice client and activate the implementation content. For more information, see the Administration Guide for the Implementation of SAP S/4HANA, on premise edition which is linked in the content library (included in the documentation package).
2 Preparation
2.1 PrerequisitesBefore you start installing this scenario, you must install the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix.
2.2 Supported DeploymentsThe configuration guide provides the implementation content for the different SAP S/4HANA products:
SAP S/4HANA Cloud – (CE) minimal scope and content
SAP S/4HANA – (OP) installed locally (on-premise), full scope and content coverage
Depending on the use case/deployment option/ S/4HANA product version, you need to implement the required scope/content starting with the Public cloud chapter and proceed with the next required sections.
For the full scope of the on premise scope & content – PC and OP are required
For the SAP S/4HANA Cloud scope & content – CE is required; OP is not required
3 Configuration
3.1 General Setting3.1.1 Define Valuation Classes
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Materials Management Valuation and Account Assignment - Account Determination - Account Determination Without Wizard -
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Define Valuation Classes- Material Type / Account Category Reference
Transaction Code
OMSK
2. On the Change View "Account Category Reference/Material Type": Overview screen, make the following entries:
MTyp ARef
ERSA 0003
3. Save your settings.
ResultValuation class assigned to material type.
3.1.2 Define Object Types
UseThe purpose of this activity is to define the types of technical objects. Technical objects can be organized into groups using object types. The grouping is used to evaluate master data or maintenance data for technical objects.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Data Define Types of Technical Objects
Transaction Code
SPRO
2. Choose New Entries.
3. On the following screen, make the following entries:
Object Type Description
9100 Motors
9200 Rotary Compressors
9300 Coolers
9400 Valve
9500 Pumps
9600 Dryer
9700 Gear Box
9800 Cooler
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
4. Save your settings.
ResultObjects Types defined.
3.1.3 Set View Profiles for Technical Objects
UseThis Customizing activity allows you to create individual screens for technical objects.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Data Set View Profiles for Technical Objects
Transaction Code
SPRO
2. On the Change View “Definition of view profiles”: Overview screen. Choose New Entries, make the following entries:
Screen grp Profile Profile
H3 Screen group functional location data
YB000002 Functional Location
4. Choose Enter.
5. Choose you created line of H3.
6. in Dialog Structure, choose Activity and layout of views. 7. Choose New Entries, make the following entries:
Number Tab active
Seq. no. Seq. no. Seq. no. Seq. no.
10 Set flag 005 010 015
20 Set flag 020 025 141
30 Set flag 030 035
50 Set flag 040 045
8. Save your settings.
ResultView Profiles for Technical Objects defined.
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.4 Define Object Information Keys
UseThe purpose of this activity is to define the object information key. This key controls a special information window. The parameters set here determine which data is to be shown for a technical object. The key can be assigned to the following objects:
Functional location categories
Equipment categories
Notification types
Order types
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Date Define Object Information Keys
Transaction Code
SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Comment
Object info YB_PM00001
4. The following settings are made for object info YB_PM00001:
Reference for notification and class selection
Object
Info.system – time frame and threshold values
No. days: 365
Notifications created: 0
Orders created: 0
Notifications – selection and automatic display
Selection completed Notifications
Selection days: 365
Contract – automatic display
If contract
5. Save your settings.
ResultThe object information key created.
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.5 Create Structure Indicator for Reference Locations/Functional Locations
UseThe purpose of this activity is to create the structure indicator that determines the edit mask and the number of the hierarchy levels when you create functional location structures.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Create Structure Indicator for Reference Locations/Functional Locations
Transaction Code
SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Comment
Str.Ind YBPM
StructIndText Structure Indicator for Best Practice
Edit mask XXXX-XXX-XXX-XXXXX-XXXX-XXXX
HierLevel 1 2 3 4 5 6
4. Save your settings.
ResultThe structure indicator created.
3.1.6 Define Material Groups
UseThe purpose of this activity is to define material groups.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Logistics – General Material Master Settings for Key Fields Define Material Groups
Transaction Code
OMSF
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Change View “Material Group”: Overview screen choose New entries.
3. On the New Entries: Overview of Added Entries screen, make the following entries:
Matl Group Material Group Description Description 2 for material group
YBPM01 Spare parts Material group for spare parts
YBPM02 Spare parts services Material group for spare parts services
4. Choose Save.
ResultMaterial groups defined.
3.1.7 Maintain Value Categories
UseThe purpose of this activity is to maintain value categories. Value categories are intervals for cost elements. These Value categories are required to update the:
Plant Maintenance Information System
Customer Service Information System
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Maintain Value Categories
Transaction Code
SPRO
2. Make the following entries:
Field User Action or Values
User Component PM
Controlling Area A000
3. Choose New entries.
4. On the following screen, make the following entries:
Val.cat. Text Costs
YB1 Internal Activity
YB2 Stock Material
YB3 3rd party Material
YB4 3rd party Services
5. Save your settings.
ResultValue categories maintained.
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.8 Assign Cost Elements to Value Categories
UseThe purpose of this activity is to define a cost element, a cost element interval, or a cost element group as a value category.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Assign Cost Elements to Value Categories
Transaction Code
SPRO
2. Enter Controlling Area A000.
3. Choose New entries.
4. On the following screen, make the following entries:
Val.cat. From cost elem / Cost Elem. Group
YB1 4500_CE
YB2 1200_CE
YB3 61002000
YB4 65008000
5. Save your settings.
ResultCost elements assigned to value categories.
3.1.9 Define Default Values for Value Categories
UseIn this step, you can define default values for the value categories for the entry of costs.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Define Default Values for Value Categories
Transaction Code
SPRO
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. Enter Controlling Area A000.
3. Choose New entries.
4. On the following screen, make the following entries:
Val.cat. Description User action and values Comment
YB1 Internal Activity
YB2 Stock Material
YB3 3rd party Material
YB4 3rd party Services
5. Save your settings.
ResultDefault values for Value categories defined.
3.1.10 Assign Value Categories to Maintenance Cost Key Figures
UseThe purpose of this activity is to allocate value categories to PM cost key figures predefined by SAP. The value category groups several cost element accounts together.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Information Systems for Plant Maintenance and Customer Service Assign Value Categories to Maintenance Cost Key Figures
Transaction Code
SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
CostKeyFig Value cat. Key figure descript. Value cat. descript.
IAMATKOSE YB2 Internal material Stock material
IAMATKOSF YB3 External material 3rd party material
IAPERKOSE YB1 Internal employees Internal activity
IAPERKOSF YB4 External employees 3rd party services
3. Save your settings.
ResultValue categories to maintenance cost key figures assigned.
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.11 Configure Formula Definition
Use One formula can be used altogether for calculation, scheduling, capacity requirements and costing, using the parameters given with the standard value key setting.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Plans, Work Centers, Task Lists and PRTs Production Resources/Tools Production Resource/Tool Assignments Formulas Configure Formula Definition
Transaction OP21
2. On the Change View "Formula Definition": Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following entries:
Field Description User action and values
Formula YBPM01
Description Proj:RqmtsNetwkMaint
Value SAP_07
Generate X
Allowed for calculation X
Work center for capacity requirements X
4. Save your entries.
3.1.12 Create Default Value Profiles for General Order Data
UseIn this Customizing Activity, you define default values for further order data. When making these settings, you should check carefully to see whether you have to maintain all parameters.
For order processing for maintenance- or service orders, you 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.
Make further settings if you want to use the relationships for operations and their graphic display. Here you can:
Define the view for the graphic display of the relationships
Define a key for the required graphics profile
Define a key for the explosion level for the graphic maintenance of standard networks
Allocate a key for the scheduling of orders that are allocated to WBS elements.
Procedure
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service orders Functions and settings for order types Create default values profiles for general order data
Transaction Code
SPRO
2. Choose New Entries.
3. On the following screen, make the following entries:
Field name Description User action and values Comment
Profile YB_0001
Description PM: Standard profile
Calculation Key 1
Relationship view 1
Level of detail 0
Graphics profile PM Network
4. Choose Back.
5. Save your settings.
ResultProfiles with default values defined.
3.1.13 Define Maintenance Activity Types
UseThe key for the type of maintenance activity is provided. Activities are divided into repairs, shutdowns, regular activities, 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.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Maintenance Activity Types Define Maintenance Activity Types
Transaction Code
SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
MAT MAT Description Comment
YB1 Fault Clearance
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
4. Save your settings.
ResultMaintenance activity types defined.
3.1.14 Check Selection Term for Alternative Determination
Use In this step, you define how automatic alternative determination is to run from the point of view of plant maintenance. BOMs are automatically exploded according to this application for plant maintenance.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Production Basic Data Bill of Material Alternative Determination Alternative Determination in Related Application Areas Define Alternative Determination for Plant Maintenance
Transaction OICT
2. On the Change View "BOM application": Overview screen, enter the following entries:
Field Description User action and values
BOM Application INST
Application descripition Plant Maintenance
3. Save your entries.
3.1.15 Define Currency for Maintenance Statistics
UseThe purpose of this activity is to define in which currency plant maintenance statistical data is managed.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Information Systems for Plant Maintenance and Customer Service Define Currency for Maintenance Statistics
Transaction Code
SPRO
2. On the following screen, make the following entries:
Field name Description User action and values Comment
Statistics currency USD
Short text US Dollar
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3. Save your settings.
ResultCurrency for Maintenance Statistics defined.
3.1.16 Maintain Catalogs, Code Groups, and Codes for Notification Type
UseIn this step, you structure the content of the notifications based on the following definition of catalog profiles.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Content Maintain Catalogues
Transaction Code SPRO
2. On upcoming screen Choose Activity select Edit catalogues.
3. On the Edit catalog: Initial screen assign Catalog 2 (Tasks) and confirm with Enter4. Choose Create/Change (F7).5. On the Change view Code groups: Overview screen choose New Entries (F5).6. On the New Entries Overview of Added Entries screen make the following entries:
Field name Description User action and values Comment
Code group YB-PMEL1
Short Text Tasks Electric
Status of code group
Select Released
7. Choose Back (F3).8. On the Change view Code groups: Overview screen select the new assigned code group
by selecting the corresponding row.
9. Choose Codes on screen Dialog structure on left side of the screen.
10. Choose New Entries (F5).11. On the New Entries Overview of Added Entries screen make the following entries:
Field name Description User action and values Comment
Code EL00
Short Text for Code
Check controls
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
12. Repeat step 11 for all necessary codes, which you want to define for this code group.
13. Choose Back.
14. Repeat step 4 – 13 for all code groups, which you want to use of this catalog type.
15. Choose Save.
16. Repeat step 3 for editing another catalog type and afterward step 4 – 13 for the content.
17. Choose Save.
ResultCatalog with specified code groups and codes for technical reporting of maintenance are created and maintained. In the table below all delivered code groups and codes are listed:
Cat. Description Codegroup
Text Code
2 Tasks YB-PMEL1 Tasks Electric EL00 Check controls
EL01 Measure Current
EL02 Change drawing
EL03 Replace part
EL04 Order part
YB-PMME1 Tasks Mechanical ME00 Check lubrication
ME01 Carry out adjustment
ME02 Replace part
ME03 Order part
ME04 Change drawing
5 Causes YB-PMEL1 Causes electrical EL00 Short circuit
EL01 Loose connector
EL02 Operating sequence error
EL03 Incorrect set point
EL04 Operating error
YB-PMME1 Causes mechanical ME00 Insufficient Lubrication
ME01 Deflection
ME02 Corrosion
ME03 Breakage
ME04 Abrasion
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Cat. Description Codegroup
Text Code
A Activities (PM)
YB-PMEL1 Activities electrical EL00 Part replaced
EL01 Process checked
EL02 Temporarily repaired
EL03 Parameter set up
YB-PMME1 Activities mechanical
ME00 Part replaced
ME01 Temporarily repaired
ME02 Part lubricated
ME03 Part adjusted
B Object parts YB-PMEL1 Object parts electrical
EL00 Fuses
EL01 Protective device
EL02 PLC
EL03 Motors and drives
YB-PMME1 Object parts mechanical
ME00 Shaft
ME01 Bearing
ME02 Gear box
ME03 Belts
C Overview of damag
YB-PMEL1 Damages electrical EL00 Protective device activated
EL01 Contact fault
EL02 Control unit fault
EL03 Drive fault
EL04 Transmitter fault
YB-PMME1 Damages mechanical
ME00 Breakage
ME01 Crack
ME02 Difficult to move
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Cat. Description Codegroup
Text Code
ME03 Bearing damage
ME04 Gear box damage
0 Action Reasons
YB-PM001 Reason for Interruption of Work (PM)
0100 Waiting for Parts
0200 Waiting for Approval
0300 Waiting for Tool
0400 Waiting for Trade
3.1.17 Define Catalog ProfileUseThe purpose of this activity is to define a valid combination of code groups, which determine from a technical viewpoint, which codes can be used for document ate technical conditions.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Content Define Catalogue Profile
Transaction Code SPRO
2. On the Change View: Catalog Profiles: Overview screen choose New Entries (F5).
3. On the following screen, make the following entries:
Field name Description User action and values Comment
Catalog profile YB-PM0001
Textfield Catalog profile Plant Mainten.
4. Choose Back (F3).5. On the Change view Catalog profiles: Overview screen select the new assigned code
group by selecting the corresponding row.
6. Execute double-click Catalogs/code groups in screen Dialog structure on left side of the screen.
7. Choose New Entries (F5)
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
8. On the following screen, make the following entries:
Field name Description User action and values Comment
Catalog 2
Codegroup YB-PMEL1
9. Choose Back (F3).10. Choose Save.
11. Repeat the steps 4 to 9 with following values and choose back.
Catalog Code group
2 YB-PMEL1
2 YB-PMME1
5 YB-PMEL1
5 YB-PMME1
A YB-PMEL1
A YB-PMME1
B YB-PMEL1
B YB-PMME1
C YB-PMEL1
C YB-PMME1
0 YB-PM001
12. On the Change View: Catalog Profiles: Overview screen choose New Entries (F5).
13. On the following screen, make the following entries:
Field name Description User action and values Comment
Catalog profile YB-PM0002
Textfield Catalog profile for Elec
14. Choose Back (F3).15. On the Change view Catalog profiles: Overview screen select the new assigned code
group by selecting the corresponding row.
16. Execute double-click Catalogs/code groups in screen Dialog structure on left side of the screen.
17. Choose New Entries (F5)18. On the following screen, make the following entries:
Field name Description User action and values Comment
Catalog 2
Codegroup YB-PMEL1
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
19. Choose Back (F3).20. Choose Save.
21. Repeat the steps 4 to 9 with following values and choose back.
Catalog Code group
5 YB-PMEL1
A YB-PMEL1
B YB-PMEL1
C YB-PMEL1
22. On the Change View: Catalog Profiles: Overview screen choose New Entries (F5).
23. On the following screen, make the following entries:
Field name Description User action and values Comment
Catalog profile YB-PM0003
Textfield Catalog profile for Mech
24. Choose Back (F3).25. On the Change view Catalog profiles: Overview screen select the new assigned code
group by selecting the corresponding row.
26. Execute double-click Catalogs/code groups in screen Dialog structure on left side of the screen.
27. Choose New Entries (F5)28. On the following screen, make the following entries:
Field name Description User action and values Comment
Catalog 2
Codegroup YB-PMME1
29. Choose Back (F3).30. Choose Save.
31. Repeat the steps 4 to 9 with following values and choose back.
Catalog Code group
5 YB-PMME1
A YB-PMME1
B YB-PMME1
C YB-PMME1
ResultCatalog profiles defined.
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.18 Create System Conditions or Operating Conditions
UseIn this Customizing activity, you define the possible asset conditions.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Create System Conditions or Operating Conditions
Transaction Code
SPRO
2. On the Change View “Operating Condition”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, make the following entries:
SystemCondition Operation Condition Reservation by PM
0 not in operation X
1 in operation
4. Save your entries
ResultThe system condition defined.
3.1.19 BOM Setting for Equipment
3.1.19.1 Define Default Values for Item Status
UseIn this step, you can define default values for the various item status indicators for each BOM usage. These values are proposed as defaults when you create new BOM items.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Bill of Material General Data BOM Usage Define BOM Usages Define Default Values for the Item Status
Transaction Code
SPRO
2. On the Change View "Copy defaults for BOM usage – Item statuses": Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following entries:
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
BOM Usg PM. Relevancy to Costing Indicator
4 X X
4. Save your entries.
3.1.19.2 Define Copy Default Values for Item Status
Use In this step, you define the copy default for item status.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Bill of Material General Data BOM Usage Define Copy Default for Item Status
Transaction Code
SPRO
2. On the Change View "Defaults for Copying Item Statuses": Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following entries:
RefUsage UsageNew Prod. Eng/des. Spare PM Sales Relevan
1 4 X
4. Save your entries.
3.1.19.3 Define Valid Material Types for BOM Header
UseIn this step, you specify which material types in conjunction with BOM usages are allowed for the BOM header material.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Bill of Material General Data Define Material Types Allowed for BOM Header
Transaction Code
SPRO
2. On the Change View "Material Types Allowed in BOM Header": Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following entries:
BOM Usg Mat type headr Allowed
4 * +
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
4. Save your entries.
3.1.19.4 Define Material Types Allowed for BOM Item
UseIn this step, you define which material types you want to allow with which BOM usages and which material types for BOM headers for creating BOM items (material items).
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Bill of Material Item Data Define Material Types allowed for BOM Items
Transaction Code
SPRO
2. On the Change View "Material Types Allowed in BOM Items": Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following entries:
BOM Usg Mat type headr Mtype BOM item Allowed
4 * +
4. Save your entries.
3.1.20 Define Category3.1.20.1 Define work center category
Use In this step, you define the work center category.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Production Basic Data Work Center General Data Define work center category
Transaction Code
OP40
2. On the Change View "Work center category": Overview screen, enter the following entries:
Cat. Description Field sel. Scrn seq.
0005 Plant Maintenance 0001 0001
3. Select the 0005 row, then in the Dialog Structure, double-click Application.
4. Choose New Entries and enter the following entries.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Appl. Description
I Maintenance task lists
P Routings for production
R Repetitive manufacturing
5. Save your entries.
3.1.20.2 Maintaining Task List Types and Set SET/GET Parameters
Use In this step, you maintain the task list types and set SET/GET parameters.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Production Basic Data Routing Control Data Maintain Task List Types and Set SET/GET Parameters
Transaction Code
OP8B
2. On the Determine Work Area: Entry dialog box, enter the following entries and choose Enter:
Field Description User action and values
Task List Type A
3. On the Change View "General control data": Overview screen, enter the following entries:
Object NoRange i
NoRange e
Document Mat
TL Doc ACD MatCom
ROUTING_A 01 02 X X
4. Save your entries.
5. Repeat the steps 2 to 4 for the following entries:
Field Description User action and values
Task List Type E
Object NoRange i
NoRange e
Document Mat TL Doc ACD MatCom
ROUTING_E 01 X X
Field Description User action and values
Task List Type T
Object NoRange i
NoRange e
Document Mat TL Doc ACD MatCom
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
ROUTING_T 01 X X
3.1.20.3 Define Task List Usage Keys
Use In this step, you define the task list usage for work center.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Plans, Work Centers, Task Lists and PRTs Task List Data Define Task List Usage Keys
Transaction Code
OIZD
2. On the Change View "Task list usage": Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following entries:
Usage Description
004 Only maintenance task lists
4. Select the 004 row, then in the Dialog Structure, double-click Task list type.
5. Choose New Entries and enter the following entries.
TLType until rel.
A General maintenance task list
E Equipment Task List
T Task List for Funct. Location
6. Save your entries.
3.1.20.4 Define Presetting for Free Assignment of Material
Use 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.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Plans, Work Centers, Task Lists and PRTs Task Lists Control Data Define Presetting for Free Assignment of Material
Transaction SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Code
2. On the Change View "Default value BOM usage for free material allocation": Overview screen, enter the following entries:
BOM Usage Usage text
4 Plant Maintenance
3. Save your entries.
3.1.20.5 Define Category of Functional Location
Use In this activity, you define different categories of functional locations.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Define Category of Functional Location
Transaction Code
SPRO
2. On the Change View "Function Location Category": Overview screen, choose New Entries.
3. On the New Entries: Detail of Added Entries screen, enter the following entries:
Field name Description User action and values Comment
FunctlocCateg. M
Description Technical system - standard
View Profile YB000002
4. Save your entries.
3.1.20.6 Activate Alternative Labeling
Use In this activity, you define different categories of functional locations.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Alternative Labeling of Functional Locations Activate Alternative Labeling
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Transaction Code
SPRO
2. On the Change View "System Settings for Alternative Labeling of FunctLocatio": Overview screen, enter the following entries:
Status altern. label Status altern. label
1 Inactive
3. Save your entries.
3.1.20.7 Define Labeling Systems for Functional Locations
Use In this step, you can define alternative labeling systems and give a corresponding description.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Alternative Labeling of Functional Locations Define Labeling Systems for Functional Locations
Transaction Code
SPRO
2. On the Change View "Labeling System for Functional Locations": Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following entries:
LabelSyst. Description Primary Unique
1 Standard indicator (internal) Set flag
2 Manufacturer indicator
3 External system indicator
4. Save your entries.
3.1.20.8 Maintain Equipment Category
Use
In this IMG activity, you define equipment categories. You use equipment categories to determine the basic properties that you want the corresponding equipment master record to have.
Using control attributes, you can decide which equipment categories you need and how many. The following control attributes are available:
Assignment of a reference category (used especially to define history-relevant fields of an equipment master record)
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Descriptive name of the equipment category by assigning a short text
Prohibition of alphanumeric numbers in external number assignments
Activation of change documents for documenting master data changes
Triggering of specific Workflow events during master data maintenance
Assignment of a view profile for master data maintenance
Definition of a synchronization between material number and construction type
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Maintain Equipment Category
Transaction Code
SPRO
2. On the Change View: Functional Location: Overview screen choose New Entries.
3. Make the following entries in selected row:
Field name Description User action and values
Comment
Category M
Reference category Machines
Description Machines
equipment category with change documents
Set flag
Object Info YB_PM00001
View Profile YB000001
CC Set flag
4. Save your settings.
ResultEquipment Category defined
3.1.20.9 Define Number Ranges
UseIn this step you can define the number assignment category in the step equipment categories. You must allocate a unique number for each equipment master record.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
You 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.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Define Number Ranges
Transaction Code
SPRO
2. On the Range Maintenance: Equipment number choose change Intervals.
3. On the Maintain Number Range Intervals screen, maintain the following values.
No From Number To Number Ext
01 000000000010000000 000000000019999999
02 000000000020000000 000000000299999999 Set flag
4. Choose Save.
ResultEquipment Number ranges defined.
3.1.20.10 Equipment Number Ranges
Use
In this step you can assign number range to equipment.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Define Number Ranges
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Transaction Code
SPRO
2. On the Range Maintenance: Equipment choose Define Groups (F6).
3. On the Group Maintenance: Number Range EQUIP_NR screen, select M in the area Non Assigned Elements.
4. Choose Element/Group.
5. In the Group Selection dialog box, select Standard Number Range and choose Enter.6. Save your entries.
ResultNumber ranges assigned to Equipment
3.1.21 Usage History Update
Use
In this step, you can define the equipment categories for which you want an ongoing usage history to be kept.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Usage period Usage History Update
Transaction Code
SPRO
2. On the Change View “Usage History for Each Equipment Category”: Overview screen, select the row with Equipment category is M and Equipment Reference Category is M.
3. Make the following entries:
4.
Save your entries.
ResultThe system is to make a new entry in the usage list when a change occurs to the master record data of equipment of this category.
3.1.22 Define Transaction-Based Default Values for Object Types
Use
© SAP SE Page of
Field name
Description User action and values Comment
Time seg. Checked
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
This step allows you to define the default values for the object types for the maintenance transactions associated with the objects in Plant Maintenance.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Define Transaction-Based Default Values for Object Types
Transaction Code
OIAT
2. On the Change View “Technical Object Default Category on Transaction Start” screen, choose New Entries.
3. Make the following entries:
TCode Object Category
IE01 M
IE10 M
IL01 M
IL04 M
4. Save your entries.
ResultTransaction-Based Default Values for Object Types defined.
3.1.23 Define Account Assignment Cat. and Document Type for Purchase Requisitions
UseIn this step you can define the account assignment categories.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Account Assignment Cat. and Document Type for Purchase Requisitions
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Change view: Account assignment categories - choose new entries3. Make the following entries in selected row:
Field name Description User action and values
Comment
Order Category 30
Document Type NB
Account assignment category general
F
Account assignment category project Q
Account assignment category sales order
E
Sales Document – Project D
4. Save your entries.
ResultAccount assignment categories maintained
3.1.24 Define Movement Types for Material Reservations
UseIn this step you can define the movement type for material reservation categories.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Movement Types for Material Reservations
Transaction Code
SPRO
2. On the Change view: Movement Types - choose new entries3. Make the following entries in selected row:
Field name Description User action and values
Comment
Package IWO1
Movement Type Goods Receipt 101
Mvt Type Reversal of Goods Receipt 102
Movement Type Goods Issue 261
Mvt Type Reversal of Goods Issue 262
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field name Description User action and values
Comment
Movement Type GR By-Product 262
Movement Type GR Reversal By-Product
261
Movement Type Part Provided 543
Movement Type Part Provided Reversa
544
Movement Type Part Provided By-Prod
545
Reversal Part Provided By-Product 546
Mvmt Type Goods Receipt WIP Batch
Movement Type GR WIP Batch Reversal
4. Save your entries.
ResultMovement types maintained
3.1.25 Activate Printing in Online Processing
UseIn this step, you can define that collective shop papers for Plant Maintenance and Customer Service are printed from the dialog, and not from the update program.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic SettingsPrint Control Activate Printing in Online Processing
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Change view “Print Control PM/QM (Client)”: Overview screen.3. Make the following entries in selected row:
Field name User action and values
Print online Set flag
4. Save your entries.
ResultPrinting in Online Processing activated.
3.1.26 Define Default Equipment Categories for Serial Numbers
UseIn this step, you define a central default equipment category for the serial number management.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Serial Number Management Define Default Equipment Categories for Serial Numbers
Transaction Code
SPRO
2. On the Change view “Serial Number Parameters”: Overview screen.3. Make the following entries in selected row:
Field name User action and values
Cat. M Machines
IntNR 01
4. Save your entries.
ResultDefault Equipment Categories for Serial Number is defined.
3.1.27 Define Structural Display3.1.27.1 Define Selection Procedure for Structural Display
and BOMs
Use
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Here you can define how the display programs for the structural display of hierarchies and bills of material obtain the data.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Date Define Selection Procedure for Structural Display and BOMs
Transaction Code
SPRO
2. On the Change view: PM/SM central settings”: Overview screen.make the following entries:
Read structures step-by-step Read BOMs step-by-step NumberOfOrders
Set flag Set flag
3. Save your settings.
ResultSelection Procedure for Structural Display and BOMs defined.
3.1.27.2 Define Structural Display for Material Data
UseYou can make the settings for the structural display of the material master records in this step.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Material Data Settings for Plant Maintenance Define Structural Display for Material Data
Transaction Code
SPRO
2. On the Component Structural Display: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Material 1
Component desc. 2
3. Save your settings.
ResultStructural Display for Material Data defined.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.27.3 Define Structural Display for Functional Locations
UseYou can make the settings for the structural display of the material master records in this step.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Define Structural Display for Functional Locations
Transaction Code
SPRO
2. On the Functional Location Structure: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Functional loc. Set flag
Language Set flag
Description 2
PlPlan orig. Set flag
MtPlant orig. Set flag
Loctn. orig. Set flag
RoomNo. orig. Set flag
PlantSect Orig. Set flag
ABC ind. orig. Set flag
SortFld orig. Set flag
CoCode origin Set flag
Asset no. orig. Set flag
Profit. segment Set flag
BusArea orig. Set flag
CCtr orig. Set flag
StdgOrderOrigin Set flag
StlmtOrdOrigin Set flag
EqInst. orig. Set flag
AuthGrp orig. Set flag
ConsType orig. Set flag
Set flag
PP WrkCtr orig. Set flag
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field desc. DispPosition Invisible
WorkCtr origin Set flag
Set flag
MntCatlg orig. Set flag
MPlGroup orig. Set flag
WBS elmt. orig. Set flag
SalesOrg. orig. Set flag
DisCh. orig. Set flag
Div. orig. Set flag
Client Set flag
Address orig. Set flag
Functional Loc. 1
3. Save your settings.
ResultStructural Display for Functional Locations defined.
3.1.27.4 Define Field Selection for Functional Location Fields
UseIn this step you make the field selection for the multi-level functional location list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Field Selection for Multi-Level List Displays of Functional Locations Define Field Selection for Functional Location Fields
Transaction Code
SPRO
2. On the Multi-Lev.FunctLocList-FunctLoc.:Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Functional loc. Set flag
Language Set flag
Description 2
PlPlan orig. Set flag
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field desc. DispPosition Invisible
MtPlant orig. Set flag
Loctn. orig. Set flag
RoomNo. orig. Set flag
PlantSect Orig. Set flag
ABC ind. orig. Set flag
SortFld orig. Set flag
CoCode origin Set flag
Asset no. orig. Set flag
Profit. segment Set flag
BusArea orig. Set flag
CCtr orig. Set flag
StdgOrderOrigin Set flag
StlmtOrdOrigin Set flag
EqInst. orig. Set flag
AuthGrp orig. Set flag
ConsType orig. Set flag
Set flag
PP WrkCtr orig. Set flag
WorkCtr origin Set flag
Set flag
MntCatlg orig. Set flag
MPlGroup orig. Set flag
ContArea orig. Set flag
WBS elmt. orig. Set flag
SalesOrg. orig. Set flag
DisCh. orig. Set flag
Div. orig. Set flag
Client Set flag
Address orig. Set flag
Functional Loc. 1
3. Save your settings.
ResultField Selection for Functional Location Fields defined.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.27.5 Define Field Selection for Equipment Usage Data Fields
UseIn this step you make the field selection for displaying the equipment usage data in the multi-level functional location list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Field Selection for Multi-Level List Displays of Functional Locations Define Field Selection for Equipment Usage Data Fields
Transaction Code
SPRO
2. On the Multi-Lev.FunctLocList-EquipUsage.:Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Equipment 1
Valid To 3
ConsecNumber Set flag
Changed by Set flag
Deletion Ind. Set flag
Valid From 2
PlPlan orig. Set flag
MPlGroup orig. Set flag
Object Type Set flag
Work Center Set flag
WorkCtr origin Set flag
TechID. orig. Set flag
Note Set flag
MntCatlg orig. Set flag
Client Set flag
Loc/AccAssmt Set flag
Functional loc. Set flag
ABC ind. orig. Set flag
SortFld orig. Set flag
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field desc. DispPosition Invisible
MtPlant orig. Set flag
Loctn. orig. Set flag
RoomNo. orig. Set flag
PlantSect Orig. Set flag
Object Type Set flag
PP work ctr Set flag
PP WrkCtr orig. Set flag
BusArea orig. Set flag
ContArea orig. Set flag
CCtr orig. Set flag
WBS elmt. orig. Set flag
SalesOrg. orig. Set flag
DisCh. orig. Set flag
Div. orig. Set flag
Address number Set flag
Address orig. Set flag
Obj. reference Set flag
3. Save your settings.
ResultField Selection for Equipment Usage Data Fields defined.
3.1.27.6 Define Field Selection for Equipment Master Data Fields
UseIn this step you make the field selection for the multi-level functional location list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Field Selection for Multi-Level List Displays of Functional Locations Define Field Selection for Equipment Master Data Fields
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Multi-Lev.FunctLocList-EquipUsage.:Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Client Set flag
Equipment 1
Deletion Ind. Set flag
Inventory no. Set flag
Task list Set flag
Primary lang. Set flag
ConsecNumber Set flag
Warranty date Set flag
Date Set flag
Note Set flag
Field Set flag
Object number Set flag
Number Set flag
Int. object no. Set flag
Referenced Set flag
Revision Level Set flag
Language Set flag
Description 2
More text Set flag
3. Save your settings.
ResultField Selection for Equipment Master Data Fields defined
3.1.27.7 Define Field Selection for Notification Data Fields
UseIn this step you make the field selection for the multi-level functional location list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Field Selection for Multi-Level List Displays of Functional Locations Define Field Selection for Notification Data Fields
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Transaction Code
SPRO
2. On the Multi-Lev.FunctLocList-Notifictn.:Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Notification 1
Notifictn type 2
Description 3
Client Set flag
Scenario Set flag
3. Save your settings.
ResultField Selection for Notification Data Fields defined
3.1.27.8 Define Field Selection for Order Data Fields
UseIn this step you make the field selection for the multi-level functional location list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Field Selection for Multi-Level List Displays of Functional Locations Define Field Selection for Order Data Fields
Transaction Code
SPRO
2. On the Multi-Lev.FunctLocList-Order.:Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Order 1
Order Type 2
Description 3
Breakdown dur. Set flag
Available to Set flag
Available from Set flag
Avail. to time Set flag
Available from Set flag
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field desc. DispPosition Invisible
System status 4
Profit. segment Set flag
3. Save your settings.
ResultField Selection for Order Data Fields defined
3.1.27.9 Define Installation at Functional Location
UseIn this step you define for each equipment category, whether the installation of a piece of equipment is allowed at a functional location.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Usage Period Define Installation at Functional Location
Transaction Code
SPRO
2. On the Change View “Installation at FunctLoc. Dependent on EquipCategory” Overview screen, .make the following entries:
Category Equipment Category description
RefCat. Inst. at FunctLoc.
M Machines M Set flag
X Equipment Services S
3. Save your settings.
ResultInstallation at function location defined
3.1.27.10 Assign Partner Determination Procedure to Equipment Category
UseIn this step you can allocate a partner determination procedure to each equipment category.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Maintenance and Customer Service Technical Objects Equipment Assign Partner Determination Procedure to Equipment Category
Transaction Code
SPRO
2. On the Change View “PartDetermProf./Functions for EQSE/EQUI/EQUZ Stock Remova” screen, .double click Row with Category M,
3. Make the following entry:
Field desc. DispPosition Invisible
PartnDet.Proc. PM
4. Save your settings.
ResultPartner Determination Procedure is assigned to Equipment Category.
3.1.27.11 Allow Multilingual Text Maintenance for Each Equipment Category
UseIn this step you can define for each equipment category whether the maintenance of equipment texts is allowed in several languages.
Procedure 5. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Allow Multilingual Text Maintenance for Each Equipment Category
Transaction Code
SPRO
6. On the Change View “Multilingual Text Maintenance”: Overview screen, .make the following entries:
Category Equipment Category description
RefCat. Multilingual texts
M Machines M Set flag
X Equipment Services S Set flag
7. Save your settings.
ResultMultilingual Text Maintenance for Each Equipment Category allowed.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.27.12 Define List Structure for Structural Display
UseIn this step you define the appearance of the structural display for equipment.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Define List Structure for Structural Display
Transaction Code
SPRO
2. On the Equipment Structure Display: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Equipment 1
Language Set flag
Description 2
Referenced Set flag
Inventory no. Set flag
Loc/AccAssmt Set flag
Object number Set flag
Address number Set flag
Client Set flag
Profit. segment Set flag
Int. object no. Set flag
ConsecNumber Set flag
TS created on Set flag
TS created by Set flag
TS changed on Set flag
TS changed by Set flag
NxtUsgePeriod Set flag
3. Save your settings.
ResultList Structure for Structural Display defined
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.1.27.13 Define List Structure for Structural Display of Installed Bases
UseIn this step, you define the layout of the structural display for installed bases.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Define List Structure for Structural Display of Installed Bases
Transaction Code
SPRO
2. On the Installed Base Structural Display: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Description 2
Obj. type icom 1
3. Save your settings.
ResultList Structure for Structural Display defined
3.1.27.14 Define Field Selection for Equipment Master Data Fields
UseIn this step you make the field selection for the multi-level equipment list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Define Field Selection for Multi-Level List Displays of Equipment Define Field Selection for Equipment Master Data Fields
Transaction Code
SPRO
2. On the Multi-Lev.EquipList – Equipment: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Client Set flag
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field desc. DispPosition Invisible
Equipment 1
Deletion Ind. Set flag
Inventory no. Set flag
Task list Set flag
Primary lang. Set flag
ConsecNumber Set flag
Warranty date Set flag
Date Set flag
Note Set flag
Field Set flag
Object number Set flag
Number Set flag
Int. object no. Set flag
Revision Level Set flag
Language Set flag
Description 2
More text Set flag
3. Save your settings.
ResultField Selection for Equipment Master Data Fields defined.
3.1.27.15 Define Field Selection for Equipment Usage Data Fields
UseIn this step you make the field selection for the multi-level equipment list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Define Field Selection for Multi-Level List Displays of Equipment Define Field Selection for Equipment Usage Data Fields
Transaction Code
SPRO
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Multi-Lev.EquipList – EquipUsage: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Equipment 1
Valid To 3
ConsecNumber Set flag
Changed by Set flag
Deletion Ind. Set flag
Valid From 2
PlPlan orig. Set flag
MPlGroup orig. Set flag
Object Type Set flag
Work Center Set flag
WorkCtr origin Set flag
TechID. orig. Set flag
Date Set flag
Note Set flag
MntCatlg orig. Set flag
Client Set flag
Loc/AccAssmt Set flag
Functional loc. Set flag
ABC ind. orig. Set flag
SortFld orig. Set flag
MtPlant orig. Set flag
Loctn. orig. Set flag
RoomNo. orig. Set flag
PlantSect Orig. Set flag
Object Type Set flag
PP work ctr Set flag
PP WrkCtr orig. Set flag
BusArea orig. Set flag
ContArea orig. Set flag
CCtr orig. Set flag
WBS elmt. orig. Set flag
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field desc. DispPosition Invisible
CoCode origin Set flag
Asset no. orig. Set flag
Data origin Set flag
StdgOrderOrigin Set flag
StlmtOrdOrigin Set flag
FLoc. orig. Set flag
SalesOrg. orig. Set flag
DisCh. orig. Set flag
Div. orig. Set flag
Address number Set flag
Address orig. Set flag
Obj. reference Set flag
Functional Loc. 4
3. Save your settings.
ResultField Selection for Equipment Usage Data Fields defined.
3.1.27.16 Define Field Selection for Functional Location Fields
UseIn this step you make the field selection for the multi-level equipment list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Define Field Selection for Multi-Level List Displays of Equipment Define Field Selection for Functional Location Fields
Transaction Code
SPRO
2. On the Multi-Lev.EquipList – FunctLocation: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Functional loc. Set flag
Language Set flag
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field desc. DispPosition Invisible
Description 2
PlPlan orig. Set flag
MtPlant orig. Set flag
Loctn. orig. Set flag
RoomNo. orig. Set flag
PlantSect Orig. Set flag
ABC ind. orig. Set flag
SortFld orig. Set flag
CoCode origin Set flag
Asset no. orig. Set flag
Profit. segment Set flag
BusArea orig. Set flag
CCtr orig. Set flag
StlmtOrdOrigin Set flag
EqInst. orig. Set flag
AuthGrp orig. Set flag
ConsType orig. Set flag
Set flag
PP WrkCtr orig. Set flag
WorkCtr origin Set flag
Set flag
MntCatlg orig. Set flag
MPlGroup orig. Set flag
ContArea orig. Set flag
WBS elmt. orig. Set flag
SalesOrg. orig. Set flag
DisCh. orig. Set flag
Div. orig. Set flag
Client Set flag
Address orig. Set flag
Functional Loc. 1
3. Save your settings.
Result
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field Selection for Functional Location Fields defined.
3.1.27.17 Define Field Selection for Notification Data Fields
UseIn this step you make the field selection for the multi-level equipment list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Define Field Selection for Multi-Level List Displays of Equipment Define Field Selection for Notification Data Fields
Transaction Code
SPRO
2. On the Multi-Lev.EquipList – Notification: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Notification 1
Notifictn type 2
Description 3
Client Set flag
Scenario Set flag
3. Save your settings.
ResultField Selection for Notification Data Fields defined.
3.1.27.18 Define Field Selection for Order Data Fields
UseIn this step you make the field selection for the multi-level equipment list.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Define Field Selection for Multi-Level List Displays of Equipment Define Field Selection for Order Data Fields
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Multi-Lev.EquipList – Order: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Order 1
Order Type 2
Description 3
Breakdown dur. Set flag
Available to Set flag
Available from Set flag
Avail. to time Set flag
Available from Set flag
System status 4
Profit. segment Set flag
3. Save your settings.
ResultField Selection for Order Data Fields defined.
3.1.27.19 Define Field Selection for List Display of User Data
UseIn this step you can define the fields and their sequence for user data list displays.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Basic Settings Partners Define Field Selection for List Display of User Data
Transaction Code
SPRO
2. On the FieldSel. PartnType User: Field Selection screen, .make the following entries:
Field desc. DispPosition Invisible
Client Set flag
Name 1
Telephone 2
Fax 3
Search Term 1 4
3. Save your settings.
Result
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field Selection for List Display of User Data defined.
3.1.28 Enterprise Search
3.1.28.1 Define the Context Menu
UseIn this Customizing activity, you can assign a LaunchPad or a service group to an object type. All corresponding items are shown as context menu items.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components Processes and Tools for Enterprise Applications Settings for BO Framework and Navigation Navigation, Parameter Mapping, and Services Define the Context Menu
Transaction Code
SPRO
2. On the Change View “Context Menus”: Overview screen, .make the following entries:
Object Type ABB ID Role Instance Service GroupEAMS_CHAR EAMS CM_CHAR
EAMS_DIR EAMS CM_DIR EAMS_ALL
EAMS_DIR EAMS_IC EAMS CM_DIR EAMS_ALL
EAMS_DIR EAMS_WO_GF EAMS CM_DIR EAMS_ALL
EAMS_DIR NAV EAMS CM_DIR EAMS_ALL
EAMS_EQUI EAMS CM_EQUI EAMS_ALL
EAMS_EQUI EAMS_IC EAMS CM_EQUI EAMS_ALL
EAMS_EQUI EAMS_SV EAMS CM_EQUI EAMS_EQUI
EAMS_EQUI EAMS_WO_GF EAMS CM_EQUI EAMS_ALL
EAMS_EQUI NAV EAMS CM_EQUI EAMS_ALL
EAMS_FL EAMS CM_FL EAMS_ALL
EAMS_FL EAMS_IC EAMS CM_FL EAMS_ALL
EAMS_FL EAMS_SV EAMS CM_FL EAMS_FL
EAMS_FL EAMS_WO_GF EAMS CM_FL EAMS_ALL
EAMS_FL NAV EAMS CM_FL EAMS_ALL
EAMS_JOB EAMS CM_JOB EAMS_JOB
EAMS_MAT EAMS CM_MAT EAMS_ALL
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Object Type ABB ID Role Instance Service Group
EAMS_MAT EAMS_IC EAMS CM_MAT EAMS_ALL
EAMS_MAT EAMS_WO_GF EAMS CM_MAT EAMS_ALL
EAMS_MAT NAV EAMS CM_MAT EAMS_ALL
EAMS_MD EAMS CM_MD EAMS_ALL
EAMS_MD EAMS_IC EAMS CM_MD EAMS_ALL
EAMS_MD EAMS_WO_GF EAMS CM_MD EAMS_ALL
EAMS_MD NAV EAMS CM_MD EAMS_ALL
EAMS_MHIO EAMS CM_MPLAN
EAMS_MHIS EAMS CM_MPLAN
EAMS_MP EAMS CM_MP EAMS_ALL
EAMS_MP EAMS_IC EAMS CM_MP EAMS_ALL
EAMS_MP EAMS_WO_GF EAMS CM_MP EAMS_ALL
EAMS_MP NAV EAMS CM_MP EAMS_ALL
EAMS_MPLAN EAMS CM_MPLAN EAMS_ALL
EAMS_MPLAN EAMS_IC EAMS CM_MPLAN EAMS_ALL
EAMS_MPLAN EAMS_WO_GF EAMS CM_MPLAN EAMS_ALL
EAMS_MPLAN NAV EAMS CM_MPLAN EAMS_ALL
EAMS_MPOS EAMS CM_MPOS EAMS_ALL
EAMS_MPOS EAMS_IC EAMS CM_MPOS EAMS_ALL
EAMS_MPOS EAMS_WO_GF EAMS CM_MPOS EAMS_ALL
EAMS_MPOS NAV EAMS CM_MPOS EAMS_ALL
EAMS_NTF EAMS CM_NOTIF EAMS_ALL
EAMS_NTF EAMS_IC EAMS CM_NOTIF EAMS_ALL
EAMS_NTF EAMS_WO_GF EAMS CM_NOTIF EAMS_ALL
EAMS_NTF NAV EAMS CM_NOTIF EAMS_ALL
EAMS_OLNK EAMS CM_OLNK EAMS_ALL
EAMS_ORD EAMS CM_ORDER EAMS_ALL
EAMS_ORD EAMS_IC EAMS CM_ORDER EAMS_ALL
EAMS_ORD EAMS_WO_GF EAMS CM_ORDER EAMS_ALL
EAMS_ORD NAV EAMS CM_ORDER EAMS_ALL
EAMS_ORDCO EAMS CM_CONF EAMS_ALL
EAMS_ORDOP EAMS CM_ORDER
EAMS_PO EAMS CM_PO EAMS_ALL
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Object Type ABB ID Role Instance Service Group
EAMS_PR EAMS CM_PR EAMS_ALL
EAMS_PRT_O EAMS CM_PRT
EAMS_RDJOB EAMS CM_RDJOB EAMS_ALL
EAMS_RDJOB EAMS_IC EAMS CM_RDJOB EAMS_ALL
EAMS_SGAP EAMS CM_SGAP
EAMS_TASK EAMS CM_NOTIF
EAMS_TL EAMS CM_TL EAMS_ALL
EAMS_TL EAMS_IC EAMS CM_TL EAMS_ALL
EAMS_TL EAMS_WO_GF EAMS CM_TL EAMS_ALL
EAMS_TL NAV EAMS CM_TL EAMS_ALL
EAMS_TLOP EAMS CM_TL
EAMS_WAP EAMS CM_WAP EAMS_ALL
EAMS_WCA EAMS CM_WCA EAMS_ALL
EAMS_WCD EAMS CM_WCD EAMS_ALL
EAMS_WCDT EAMS CM_WCDT EAMS_ALL
3. Save your settings.
ResultContext Menu defined.
3.1.28.2 Assign the Navigation Target
UseIn this Customizing activity, you can assign navigation targets in combination with object types to identify a LaunchPad item.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components Processes and Tools for Enterprise Applications Settings for BO Framework and Navigation Navigation, Parameter Mapping, and Services Assign the Navigation Target
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Change View “Generic navigation by object type + navigation target”: Overview screen, .make the following entries:
Object Type
ABB ID Navigation Target
Role Instance Launchpad Application Alias
EAMS_INFOCENTER
EAMS LAUNCHPAD EAMS_INFOCENTER
EAMS_JOBCARD_PREVIEW
EAMS GENERAL_NAVIGATION
LPD_JOBCARD_PRVW
EAMS_JOBLIST_CONFIRM
EAMS LAUNCHPAD EAMS_JOBLIST_CONFIRM
EAMS_JOBLIST_DISPLAY
EAMS LAUNCHPAD EAMS_JOBLIST_DISPLAY
EAMS_JOB_CONFIRM
EAMS GENERAL_NAVIGATION
LPD_JOBCC_CONFIRM
EAMS_OIF_NAVIGATOR
EAMS GENERAL_NAVIGATION
LPD_ASSET_VIEWER
EAML_LRP
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_LRP_DISPLAY
EAMS_DIR
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_DIR_DISPLAY
EAMS_DIR
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_DIR_DISPLAY
EAMS_DIR
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_DIR_DISPLAY_IN_TR
EAMS_EQUI
EAMS_OBJECT_CHANGE
EAM GENERAL_NAVIGATION
EAM_EQ_TECHOBJ_CHG_OIF
EAMS_EQUI
EAMS_OBJECT_CREATE
EAMS GENERAL_NAVIGATION
LPD_NTF_CREATE_SIMPLE_M1
EAMS_EQUI
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_TO_DISPLAY
EAMS_EQUI
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_TO_DISPLAY
EAMS_EQUI
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_EQUI_DISPLAY_IN_TR
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Object Type
ABB ID Navigation Target
Role Instance Launchpad Application Alias
EAMS_FL EAMS_OBJECT_CHANGE
EAM GENERAL_NAVIGATION
EAM_FL_TECHOBJ_CHG_OIF
EAMS_FL EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_TO_DISPLAY
EAMS_FL EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_TO_DISPLAY
EAMS_FL EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_FL_DISPLAY_IN_TR
EAMS_MAT
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_MAT_DISPLAY
EAMS_MAT
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_MAT_DISPLAY
EAMS_MAT
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_MAT_DISPLAY_IN_TR
EAMS_MD
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_MD_DISPLAY
EAMS_MD
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_MD_DISPLAY
EAMS_MD
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_MD_DISPLAY_IN_TR
EAMS_MP
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_MP_DISPLAY
EAMS_MP
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_MP_DISPLAY
EAMS_MP
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_MP_DISPLAY_IN_TR
EAMS_MPLAN
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_MPLAN_DISPLAY
EAMS_MPLAN
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_MPLAN_DISPLAY
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Object Type
ABB ID Navigation Target
Role Instance Launchpad Application Alias
EAMS_MPLAN
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_MPLAN_DISPLAY_IN_TR
EAMS_MPOS
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_MPOS_DISPLAY
EAMS_MPOS
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_MPOS_DISPLAY
EAMS_MPOS
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_MPOS_DISPLAY_IN_TR
EAMS_NTF
EAMS_OBJECT_CREATE
EAMS GENERAL_NAVIGATION
LPD_NTF_CREATE
EAMS_NTF
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_NTF_DISPLAY
EAMS_NTF
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_NTF_DISPLAY
EAMS_NTF
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_NTF_DISPLAY_IN_TR
EAMS_OLNK
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_OLNK_DISPLAY_IN_TR
EAMS_OLNK
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_OLNK_DISPLAY_IN_TR
EAMS_ORD
EAMS_JOB_CONFIRM_UNPLANNED
EAMS GENERAL_NAVIGATION
LPD_JOBUC_CONFIRM
EAMS_ORD
EAMS_OBJECT_CREATE
EAMS GENERAL_NAVIGATION
LPD_ORD_CREATE
EAMS_ORD
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_ORD_DISPLAY
EAMS_ORD
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_ORD_DISPLAY
EAMS_ORD
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_ORD_DISPLAY_IN_TR
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Object Type
ABB ID Navigation Target
Role Instance Launchpad Application Alias
EAMS_ORDCO
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_CONF_DISPLAY_IN_TR
EAMS_PO
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_PO_DISPLAY_IN_TR
EAMS_PR EAMS_MM_PR_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_PR_DISPLAY
EAMS_PR EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_PR_DISPLAY_IN_TR
EAMS_PRMT
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_PRMT_DISPLAY_IN_TR
EAMS_PRT_O
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_PRT_O_DISPLAY_IN_TR
EAMS_RDJOB
EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_JOB_DISPLAY
EAMS_RDJOB
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_JOB_DISPLAY
EAMS_SESHT
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_SESHT_DISPLAY_IN_TR
EAMS_TL EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_TL_DISPLAY
EAMS_TL EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_TL_DISPLAY
EAMS_TL EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_TL_DISPLAY_IN_TR
EAMS_WAP
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_WAP_DISPLAY_IN_TR
EAMS_WCA
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_WCA_DISPLAY_IN_TR
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Object Type
ABB ID Navigation Target
Role Instance Launchpad Application Alias
EAMS_WCD
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_WCD_DISPLAY_IN_TR
EAMS_WCDT
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_WCDT_DISPLAY_IN_TR
EAMS_WCMT
EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_WCMT_DISPLAY_IN_TR
EAM_WCM_CT
EAMS_OBJECT_CREATE
EAMS GENERAL_NAVIGATION
LPD_WCM_SCT_CREATE
EAM_WCM_CT
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_WCM_SCT_DISPLAY
EAM_WCM_WP
EAMS_OBJECT_CREATE
EAMS GENERAL_NAVIGATION
LPD_WCM_WP_CREATE
EAM_WCM_WP
EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_WCM_WP_DISPLAY
PLMN_N_EQ
NET_CHANGE
EAM NETWORK EAM_NET_CHANGE
PLMN_N_EQ
NET_DISP_GRAPHICS
EAM NETWORK EAM_NET_DISP_IN_GRAPHICS
PLMN_N_EQ
NET_DISP_TABLE
EAM NETWORK EAM_NET_DISP_IN_TABLE
PLMN_N_FL
NET_CHANGE
EAM NETWORK EAM_NET_CHANGE
PLMN_N_FL
NET_DISP_GRAPHICS
EAM NETWORK EAM_NET_DISP_IN_GRAPHICS
PLMN_N_FL
NET_DISP_TABLE
EAM NETWORK EAM_NET_DISP_IN_TABLE
PLM_DIR EAMS_OBJECT_DEFAULT
EAMS GENERAL_NAVIGATION
LPD_DIR_DISPLAY
PLM_DIR EAMS_OBJECT_DISPLAY
EAMS GENERAL_NAVIGATION
LPD_DIR_DISPLAY
PLM_DIR EAMS_OBJECT_DISPLAY_IN_TR
EAMS GENERAL_NAVIGATION
LPD_DIR_DISPLAY_IN_TR
3. Save your settings.
Result
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Navigation Target Assigned.
3.1.28.3 Make Settings for Object Navigator
UseIn this Customizing activity, you make settings for the object types that you can display on the object navigator screen, as well as which views (which appear as tab pages on the user interface. you can see for each central object type and how the relations between objects in these views are displayed.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Roles Maintenance Worker Asset Viewer Object Navigator Make Settings for Object Navigator
Transaction Code
SPRO
2. On the Change View “Views”: Overview screen, On the Dialog Structure screen, Choose Views, make the following entries:
Views Description of View
EQUI_ASG_WCDT Work Clearance Document Templates
EQUI_ASG_RPRM Permits
EQUI_ASG_TL Task Lists
EQUI_ASG_MP Measuring Points
EQUI_ASG_DIR Documents
EQUI_ASG_ORDNTF Orders/Notifications
EQUI_ASG_CHAR Characteristics
EQUI_ASG_MAT Materials
EQUI_ASG_EQUI Equipment
EQUI_ASG_MPOS Maintenance Items
EQUI_ASG_JOB Jobs
EQUI_ASG_OLNK Object Links
EQUI_ASG_USGLIST Usage List
EQUI_ASG_TL_TLOP Task List and Operations
FL_ASG_CHAR Characteristics
FL_ASG_DIR Documents
FL_ASG_EQUI Equipment
FL_ASG_FL Functional Locations
FL_ASG_JOB Jobs
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Views Description of View
FL_ASG_MAT Materials
FL_ASG_MP Measuring Points
FL_ASG_MPOS Maintenance Items
FL_ASG_OLNK Object Links
FL_ASG_ORDNTF Orders/Notifications
FL_ASG_RPRM Permits
FL_ASG_TL Task Lists
FL_ASG_TL_TLOP Task List and Operations
FL_ASG_WCDT Work Clearance Document Templates
ORD_ASG_WAP Work Clearance Management
WAP_ASG_WCA WC Applications
WCA_ASG_WCD Work Clearance Document
WCDT_ASG_WCI Items
WCD_ASG_WCI Items
ORD_ASG_RPRM Permits
TL_ASG_RPRM Permits
DIR_ASG_EQUI Equipment
DIR_ASG_EQUIFL Technical Objects
DIR_ASG_FL Functional Locations
DIR_ASG_MAT Linked Materials
DIR_ASG_MAT_EAMS Materials
DIR_ASG_ORDNTF Orders/Notifications
DIR_ASG_ORIG Originals
DIR_ASG_TL Task Lists
JOB_ASG_DIR Documents
JOB_ASG_TASKORDOP Work Items
MAT_ASG_CHAR Characteristics
MAT_ASG_DIR Linked Documents
MAT_ASG_DIR_EAMS Documents
MAT_ASG_MAT Materials
MPOS_ASG_MHIO Maintenance Call Objects
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Views Description of View
MPOS_ASG_MHIS Maintenance Calls (Table)
MPOS_ASG_MHIS_TREE Maintenance Calls (Tree)
MPOS_ASG_MPOS All Maintenance Items
MPOS_ASG_OBJK Object List
MPOS_ASG_ORDNTF Orders/Notifications
MP_ASG_MD Measurement Documents
NTF_ASG_DIR Documents
OLNK_ASG_CHAR Characteristics
OLNK_ASG_DIR Documents
ORDOP_ASG_ORDCO Confirmations
ORDOP_ASG_PRT Production Resources/Tools
ORD_ASG_DIR Documents
ORD_ASG_EQUI Equipment
ORD_ASG_EQUIFL Technical Objects
ORD_ASG_FL Functional Locations
ORD_ASG_MAT Materials
ORD_ASG_OBJK Object List
ORD_ASG_ORDOP Operations
PRT_O_ASG_ORDOP Order Operations
PRT_O_ASG_TLOP Task List Operations
TLOP_ASG_PRT Production Resources/Tools
TL_ASG_DIR Documents
TL_ASG_TLOP Operations
3. Save your settings.
ResultObject Navigator description defined.
3.1.28.4 Activate Enterprise Search for the Input Help.
UseIn this IMG activity you specify whether you want to use the Enterprise Search when you open the input help on the SAP Web UI. You can activate the Enterprise Search in the input help for a
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
combination of field name and search category. By default, the Enterprise Search is not selected, which means, the simple search opens for the input help.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Roles Maintenance Worker Activate Enterprise Search for the Input Help
Transaction Code
SPRO
2. On the Change View “ Activate Enterprise Search for the Input Help“: Overview, make the following entries:
Field Name Category Related Field Activate
DOKNR DOCUMENT_MODEL_H OBJECT_TYPE X
EAMS_AUFNR EAM_ORDER X
EAMS_MDOCM EAM_MEASDOC X
EAMS_PLNNR EAM_TASKLIST X
EAMS_POINT EAM_MEAS X
EAMS_QMNUM EAM_NOTIFICATION X
EAMS_QWRNUM EAM_NOTIFICATION X
EAMS_REFNR EAM_ORDER X
EAMS_TASK_LIST_NUMBER
EAM_TASKLIST X
EAMS_TEC_OBJ_NO EAM_TECHOBJ X
EAMS_TEC_OBJ_NO_EQ
EAM_EQUI X
EAMS_TEC_OBJ_NO_FL
EAM_FL X
EAMS_WAPOS EAM_MAINTPLAN X
EAMS_WARPL EAM_MAINTPLAN X
EQUIPMENT EAM_EQUI X
IDNRK EAM_MAT X
MATERIAL EAM_MAT X
NOTIF_NO EAM_NOTIFICATION X
ORDERID EAM_ORDER X
REFEQ EAM_EQUI X
TL_CC EAM_TASKLIST X
TL_DIR_REF EAM_TASKLIST X
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field Name Category Related Field Activate
TPLCP EAM_FL X
TPRNR EAM_FL X
3. Save your settings.
ResultActivate Enterprise Search for the Input Help defined.
3.1.28.5 Activate Functions for Enterprise Asset Management
Use
In this IMG activity you can activate additional functions for Enterprise Asset Management. You can choose the relevant Customizing parameters from the dropdown list and select the Active checkbox to activate it.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service System Enhancements and Data Transfer Activate Functions for Enterprise Asset Management
Transaction Code
SPRO
2. On the Change View “ Activate of Additional Functions“: Overview, Choose New Entries and then make the following entries:
Additional Function ActivateCOMP_ENH X
3. Save your settings.
ResultActivate of Additional Functions defined.
3.1.29 Activation of Scope-Dependent Application Job Catalog Entries (S/4HANA)
Procedure1. Access the activity using one of the following navigation options:
IMG Menu SAP NetWeaver Application Server System Administration Activation of Scope-Dependent Application Job Catalog Entries (S/4HANA)
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Transaction Code
SPRO
2. Choose New Entries.
3. On the following screen, make the following entries:
Job catalog entry name Comment
SAP_PM_EAM_ATP_RIAUFK20 Job catalog for Material Availablity Check
SAP_PM_EAM_MASS_SCHED_MPLAN Job catalog for Maintenance Plans Mass Scheduling
4. Save your settings.
ResultThe Schedule Material Availability Check and Maintenance Plans Mass Scheduling application jobs have been maintained in Application Job Catalog.
3.1.30 Maintain Application Usage
Use
In this Customizing activity you specify the applications for which the search sequence to view a viewable file for a document is defined.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components Document Management Visual Enterprise Generator Maintain Application Usage
Transaction Code
SPRO
2. On the Change View “ View for Usage Application Maintenance“: Overview, Choose New Entries and then make the following entries:
Usage Appl. DescriptionPM Plant Maintenance
3. Save your settings.
ResultApplication Usage is maintained.
3.1.31 Define Search Sequence for Viewable File
Use
In this Customizing activity, you define the search sequence for choosing files from SAP objects to be displayed as a thumbnail, in the Viewer, and so on.
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components Document Management Visual Enterprise Generator Define Search Sequence for Viewable File
Transaction Code
SPRO
2. On the Change View “Search Sequence for Viewable File“: Overview, Choose New Entries and then make the following entries:
SAP object VAppl Usage Sequence Ty. AppEQUI T Thumbnail PM 100 YBO JPG
IFLOT T Thumbnail PM 100 YBO JPG
MARA T Thumbnail PM 100 YBO JPG
PMAUFK T Thumbnail PM 100 YP1 JPG
PMQMEL T Thumbnail PM 100 YP1 JPG
3. Save your settings.
ResultSearch Sequence for Viewable File is defined.
3.1.32 Define Measuring Point Categories
Use
In this IMG activity, you define measuring point categories. You always need measuring point categories when you want to enter counter readings or measurement readings for equipment or functional locations.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Basic Settings Measuring Points, Counters and Measurement Documents Define Measuring Point Categories
Transaction Code
SPRO
2. On the Change View “Measuring Point Category“: Overview, Choose New Entries and make the following entries:
MeasPtCategory
Description MeasPosUniqnss
Catalog type
MeasRge message
TolPeriod (sec)
M MeasPoint (general)
2 W
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3. Save your settings.
ResultMeasuring Point Category has been maintained.
3.2 Corrective & Emergency Maintenance Setting3.2.1 Define Number Ranges
UseIn this work step, you define the accompanying number range interval for each notification type.
You can define a number range interval for each notification type, whereby you can choose between internal and external number assignment.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Types Define Number Ranges
Transaction Code
SPRO
2. Choose Change Intervals.
3. On the following screen, make the following entries:
No From Number To Number Ext
01 000010000000 000099999999
4. Save your settings.
ResultNotification number range defined.
3.2.2 Define Notification Types
UseIn this step, you define notification types.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Types Define Notification Types
Transaction Code
SPRO
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. Choose New Entries.
3. On the following screen, make the following entries:
Field name Description User action and values Comment
Notifictn type M1
Notif.cat 01
Text Maintenance Request
Notification origin 01 General maintenance notification
Catalog profile YB-PM0001
Use in Request Maintenance App
Checked
4. Choose Back.5. On the following screen, make the following entries:
Field name Description User action and values Comment
Notifictn type M2
Notif.cat 01
Text Malfunction Report
Notification origin 02 Malfunction Report
Catalog profile YB-PM0001
Use in Request Maintenance App Checked
6. Choose Back.7. Save your settings.
ResultNotification types defined.
3.2.3 Maintenance Notification Type Number Range
Use
In this step you can assign number range to notification type.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Types Define Number Ranges
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Range Maintenance: Notificat.no.range choose Define Groups (F6).
3. On the Group Maintenance: Number Range QMEL_NR screen, select M2 in the area Non Assigned Elements.
4. Choose Element/Group.
5. In the Group Selection dialog box, select Standard Number Range and choose Enter.6. Save your entries.
ResultNumber ranges assigned to Notification.
3.2.4 Set Screen Templates for the Notification Type
UseThe purpose of this activity is to assemble the screens for the notification types individually. Malfunction Rep(PPL), notification type M2, with view System availability.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Types Set Screen Templates for the Notification Types
Transaction Code
SPRO
2. Select Notification type M1 and choose Enter.3. Choose New entries.
4. On the following screen, make the following entries:
Field name Description User action and values Comment
Activity cat. Notification 1
Tab 10\TAB01
Tab Header
Tab
Screen area 1 005
Screen area 2 032
Screen area 3 010
Screen area 4 040
Screen area 5 015
5. Choose Back.
6. Save your settings.
7. Repeat steps 3 – 6 for all necessary screen templates for this notification type. See overview:
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Register Description Tab Header ActionCat Tab
10\TAB05 Malfunction data Malfunction Data
10\TAB10 Item Item
10\TAB11 Tasks
10\TAB12 Activities
20\TAB01 Item overview
20\TAB02 Item causes
20\TAB03 Item tasks
20\TAB04 Item activities
8. Select Notification type M2 and choose Enter.9. Choose New entries.
10. On the following screen, make the following entries:
Field name Description User action and values Comment
Activity cat. Notification 1
Tab 10\TAB01
Tab Header
Tab
Screen area 1 005
Screen area 2 032
Screen area 3 010
Screen area 4 040
Screen area 5 015
11. Choose Back.
12. Save your settings.
13. Repeat steps 3 – 6 for all necessary screen templates for this notification type. See overview:
Register Description Tab Header ActionCat Tab
10\TAB05 Malfunction data Malfunction Data
10\TAB10 Item Item
10\TAB11 Tasks
10\TAB12 Activities
20\TAB01 Item overview
20\TAB02 Item causes
20\TAB03 Item tasks
20\TAB04 Item activities
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
ResultScreen templates of Notification types maintained defined.
3.2.5 Define Long Text Control for Notification Types
UseIn this step, you can define for each notification type whether:
A long text that has already been entered can be changed later
The long text entered should be logged with the user ID, date, and time
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Types Define long text control for notification types
Transaction Code
SPRO
2. Select Notif. type M13. Choose Details.
4. On the following screen, make the following entries:
Field name Description User action and values Comment
Log Line X
No text change X
5. Choose Back (F3).6. Select Notification type M2 and repeat step 3-5 to define long text control for this
notification type.
7. Save your settings.
ResultLong text control for each Notification type defined.
3.2.6 Change Catalogs and Catalog Profile for Notification Type
UseThe purpose of this activity is to assign the created profile to the used notification type for technical reporting of conditions of appeared breakdowns during the production process.
Procedure
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Content Change Catalogues and Catalogue profile for Notification Types
Transaction Code
SPRO
2. Select Notif. type M1.3. Choose Details (Ctrl+Shift+F2).4. On the following screen, make the following entries:
Field name Description User action and values Comment
Catalogue profile YB-PM0001
Coding D
Problems C
Causes 5
Tasks 2
Activities A
Object Parts B
Class.active Set flag
5. Choose Back (F3).6. Select Notif. type M2 and Details (Ctrl+Shift+F2).7. Repeat step 4-5 with same value input for Catalog Profile for this notification type.
8. Save your settings.
ResultValid Catalogue profile assigned to the notification type.
3.2.7 Assign Object Information Keys to Notification Types
UseIn this step, you can assign an object information key to each notification type.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Processing Object Information Assign Object Information Key to Notification types
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Change View Object Information Allocation to Notification: Overview screen select row with notification type M1.
3. Make to following entries:
Field name Description User action and values Comment
ObjectInfo YB_PM00001
4. Repeat step for Notification Type M2 with same value entry.
5. Save your settings.
ResultObject Information key assigned to the relevant notification type.
3.2.8 Define Priorities
UseYou define priority types in this Customizing activity.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Response Time Monitoring Define Priorities
Transaction Code
SPRO
2. On up-coming dialog box Choose Activity select Define Priority Types.3. On the Change View: Priority Types: Overview screen choose New Entries.
4. Make the following entries in selected row:
Field name Description User action and values Comment
PrTyp PM
Priority type PM priorities
5. Choose Back (F3).6. Save your settings.
ResultPriority Types defined.
3.2.9 Define Priorities
UseYou define priority types in this Customizing activity.
Procedure
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Response Time Monitoring Define Priorities
Transaction Code
SPRO
2. On up-coming dialog box Choose Activity select Define Priorities for Each Priority Type.3. On the Change View: Priorities for Each Priority Type: Overview screen choose New
Entries.
4. Make the following entries in selected row:
Prtyp Prior Priority Type Rel.start Rel.end Priority Text SDUn EDUn.
PM 1 PM priorities 0 1 1-Very high D
PM 2 PM priorities 0 4 2-High D
PM 3 PM priorities 1 3 3-Medium D D
PM 4 PM priorities 2 5 4-Low D D
5. Choose Back (F3).6. Save your settings.
ResultPriorities for Each Priority Type defined.
3.2.10 Overview of Notification Type
UseThis step gives you an overview of:
The notification types that are available in the system. All notification types for all notification categories and notification origins are listed.
The settings of a particular notification type You can display all assignments of notification parameters for one notification type.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Overview of notification types
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Display View Notification type Overview screen select row with notification type M1.
3. In the Dialog box on left side of the screen select Screen Areas in Notification Header.4. On the following screen, make the following entries:
Field name Description User action and values Comment
Screen type hdr H100
ScrnType Object O100
5. Save your settings.
6. In the Dialog box on left side of the screen select Priority Types.
7. On the following screen, make the following entries:
Field name Description User action and values Comment
Priority type PM
8. Save your settings
9. Choose Back (F3).10. Repeat step 3-9 with same value entry for Notification Type M2.
ResultSettings Notification type finalized.
3.2.11 Define Allowed Changes of Notification Type
UseIn this Customizing activity, you define which changes of notification type are allowed.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Notification Types Define Allowed Changes of Notification Type
Transaction Code
SPRO
2. On the Change View “Allowed Changes of Notification Type“: Overview screen.3. Choose New Entries (F5).4. On the following screen, make the following entries:
Field name Description User action and values Comment
Orig. notif. type M1
Target notif. type M2
Extended
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SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
5. Repeat step 4 and make the following entries:
Field name Description User action and values Comment
Orig. notif. type M2
Target notif. type M1
Extended
6. Save your settings.
3.2.12 Define Shop Papers, Forms and Output Programs
UseThe purpose of this activity is to maintain shop papers description of notification.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Processing Notification Print Control Define Shop Papers, Forms, and Output Programs
Transaction Code
SPRO
2. On the Choose Activity screen select Define Shop Papers.
3. On the following screen, make the following Shop paper description:
Pap. Shop paper description Comment
1010 Activity Report
1020 Breakdown Report
1030 Notification Overview
1500 Service Notification
4. Save your settings.
3.2.13 Define Shop Papers, Forms and Output Programs
UseThe purpose of this activity is to assign valid shop papers to the used notification types.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Processing Notification Print Control Define Shop Papers, Forms, and Output Programs
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Transaction Code
SPRO
2. On the Choose Activity screen select Assign Shop Papers to Notif. Type.
3. Choose New Entries (F5).
4. On the following screen, make the following entries:
Field name Description User action and values Comment
Document Type M1
Shop Paper 1020
Selection Text Maintenance Request
Selection
5. Choose Back (F3).6. Choose New Entries (F5).
7. On the following screen, make the following entries:
Field name Description User action and values Comment
Document Type M2
Shop Paper 1020
Selection Text Malfunction report
Selection
8. Save your settings.
ResultAllowed shop papers for notification types are assigned.
3.2.14 Define Printer
UseThe purpose of this activity is to assign valid
Procedure9. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Processing Notification Print Control Define Printer
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
10. On the Choose Activity screen choose User-specific Print control.11. Choose New Entries (F5).12. On the following screen, make the following entries:
Field name Description User action and values Comment
User *
No. of copies 1
Storage Mode 1
New Spool Request Set flag
Print Now Set flag
Delete After Output Set flag
13. Choose Back (F3).14. Save your settings.
ResultSpecific Output device is defined.
3.2.15 Configure Order Types
UseIn this step, you set up your order types for Plant Maintenance. The order type contains information that is necessary for managing orders. Order types are client-specific. The same order type can be used in all controlling areas in one client.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and settings for order types Configure order types
Transaction Code
SPRO
2. On the Change View Maintenance order types: Overview screen choose New Entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Order type YBA1
Text Corrective Maintenance
Order category 30
Settlement profile YEAM01
4. Repeat the above step to make entry for order type YBA3
5. Choose Back (F3).
6. Save your settings.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
ResultOrder types for operational maintenance defined.
3.2.16 Configure Number Ranges
UseIn this step, you define the number ranges for the individual order types. From the point of view of program control and selections, it is not necessary to define different number ranges for the individual order types.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and settings for order types Configure Number Ranges
Transaction Code
SPRO
2. Choose Change Intervals.
3. On the following screen, make the following entries:
No From Number To Number Ext
15 000004000000 000004999999
4. Save your settings.
ResultOrder type number range defined.
3.2.17 Maintenance Order Number Range
UseIn this step, you assign the number ranges to the order types.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and settings for order types Configure Number Ranges
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Range Maintenance: Order screen choose Maintenance Groups (F6).
3. On the Group Maintenance: Number Range AUFTRAG screen, select order type YBA1 and YBA3 in the area Non Assigned Elements.
4. Choose Element/Group.
5. In the Group Selection dialog box, select Modules and choose Enter.6. Save your entries.
ResultCreated order types assigned to a valid number range.
3.2.18 Define Notification and Order Integration
UseIn this Customizing activity, you can define:
Whether you want to maintain notification- and order data in one screen. This capability 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
Maintain notification- and order data in one screenIn the order header data screen, you find some central data fields for the notification that you can maintain completely if desired. The notification is created automatically by the system. You can define the order types for which these functions should be used and which notification type the system should use. For all notification types entered here, an internal number assignment is strictly necessary.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and settings for order types Define Notification and order integration
Transaction Code
SPRO
2. On the Change View Maintain notification data in the order header: Overview screen make the following entries in the row of order type YBA3:
Field name Description User action and values Comment
NotigType M2
Notifcn Set flag
3. Save your settings.
ResultOrder and Notification integration realized.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.2.19 Define Default Value for Planning Indicator for Each Order Type
UseIn this section, you 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, and can be performed later.
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.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and settings for order types Define Default value for planning indicator for each order type
Transaction Code
SPRO
2. On the following screen, make the following entries:
Field name Description User action and values Comment
OrdType YBA1
Immediate order Set flag
3. Repeat the above step to make entry for order type YBA3.
4. Save your settings.
ResultPlanning indicator for each order type set.
3.2.20 Settlement Rule: Define Time and Creation of Distribution Rule
UseIn this step, you can define for each order type the time by which the settlement rule must be maintained during order processing. You 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.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and 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
Transaction Code
SPRO
2. On the Change view Time for Settlement Rule, Distribution Rule for Sub-order screen assign in row for order type YBA1 and YBA3 Time Mandatory for release in column the Settlement Rule.
3. On the Change view Time for Settlement Rule, Distribution Rule for Sub-order screen assign in row for order type YBA1 and YBA3 No special handling of sub order in column the Distrib. Rule Sub-order.
4. Save your settings.
ResultTime and Distribution Rule for settlement rule per each order type defined.
3.2.21 Define Control Key
UseIn this step, you define the control key of an operation. The control key specifies the business functions you want to carry out with an operation and how the SAP System processes an operation.
Procedure 1. Access the transaction using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Plans, Work Centers, Task Lists and PRTs Task Lists Operation Data Maintain Control Keys
Transaction Code
SPRO
2. On the Change View "Control Keys for Operations": Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, enter the following entries:
Field name User action and values
Control key YBM1
Description Plant maintenance - internal
Scheduling Set flag
Det.Cap.Reqmnts
Set flag
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Print Time Tickets Set flag
Print confirmation Set flag
Print Set flag
Cost Set flag
External Processing
Confirmations 2
4. Save your entries.
ResultControl key defined.
3.2.22 Assign Valid Maintenance Activity Types to Maintenance Order Types
UseIn this step, you can determine which maintenance activity types allowed with which order types.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and settings for order types Maintenance Activity Type Assign valid MAT to Maintenance order Types
Transaction Code
SPRO
2. On the Change View Valid Maintenance Activity Types for each order type: Overview screen choose New Entries.
3. On the Change New Entries: Overview of Added Entries screen make the following entries:
Field name Description User action and values Comment
Order Type YBA1
MAT YB1
Order Type YBA1
MAT YB2
Order Type YBA1
MAT YB3
Order Type YBA1
MAT YB4
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field name Description User action and values Comment
Order Type YBA1
MAT YB5
4. Repeat the above step to make entry for order type YBA3.
5. Choose Back (F3).6. Save your settings.
ResultValid Maintenance Activity Types assigned to order types.
3.2.23 Default Values for Maintenance Activity Type for Each Order Type
UseIn this step, you can assign a maintenance activity to an order type. This activity is proposed during order processing.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and settings for order types Maintenance Activity Type Default values for MAT for each order Types
Transaction Code
SPRO
2. On the Change View MaintActivType Default f. Order Types: Overview screen choose New Entries.
3. On the Change New Entries: Overview of Added Entries screen make the following entries:
Field name Description User action and values Comment
Order Type YBA1
MAT YB1
4. Repeat the above step to make entry for order type YBA3.
5. Choose Back (F3).6. Save your settings.
ResultDefault MAT as proposal assigned to order type.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.2.24 Define Priorities
UseYou define priority types in this Customizing activity.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Priorities
Transaction Code
SPRO
2. On up-coming dialog box Choose Activity select Define Priority Type for Orders.3. On the Change View: Priority Type per Order Type: Overview screen choose New
Entries.
4. Make the following entries in selected row:
Field name Description User action and values Comment
Oder Type YBA1
PrTyp PM
Oder Type YBA3
PrTyp PM
5. Choose Back (F3).6. Save your settings.
ResultPriority Types for order types defined.
3.2.25 Assign Object Information Keys to Order Types
UseIn this step, you can assign an object information key to each order type.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Object Information Assign Object Information Key to Order Type
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Change View: Object Info for Order Type: Overview screen make the following entries:
Field name Description User action and values Comment
Order type YBA1
Object Info YB_PM00001
Order type YBA3
Object Info YB_PM00001
3. Save your settings.
ResultObject Information key assigned to order types.
3.2.26 Configure Display of Jobs in the Launchpad
UseIn this Customizing activity, you can specify whether or not maintenance workers are informed about the number of jobs waiting for them when they open the Maintenance Worker Launchpad.
This setting applies to both jobs waiting for processing and jobs waiting for confirmation.
Performance is the only reason not to have the number of jobs displayed.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Roles Maintenance Worker Configure Display of Jobs in the Launchpad
Transaction Code
SPRO
2. On the Change view: Configure Display of Jobs in the Launchpad- choose new entries3. Make the following entries in selected row:
Field name Description User action and values Comment
User Name Default
Job Display Mine and My Team’s
4. Save your entries.
ResultJob Display maintained
3.2.27 Specify Long Text for Job
Use
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
In this Customizing activity, you specify whether the description of a job is taken from the underlying maintenance order or notification.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Roles Maintenance Worker Specify Long Text for Job
Transaction Code
SPRO
2. On the Change view: Specify Long Text for Job- choose new entries3. Make the following entries in selected row:
Field name Description User action and values Comment
Used Log Text Notification
4. Save your entries.
ResultLong Text setting maintained
3.2.28 Specify When Status "Job in Process" Is Set
UseIn this Customizing activity, you specify when the status of a job is set to Job in Process.
A job must have the status Job in Process before confirmation is possible.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Roles Maintenance Worker Specify When Status "Job in Process" Is Set
Transaction Code
SPRO
2. On the Change view: Specify When Status "Job in Process" Is Set- choose new entries3. Make the following entries in selected row:
Field name Description User action and values Comment
Define event
On Selection of shop Papers (in front end system)
4. Save your entries.
ResultSettings for Status ‘Job in Process” set
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.2.29 Define Shop Papers, Forms and Output Programs
UseThe purpose of this activity is to assign valid shop papers to the used order types.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service ProcessingMaintenance and Service Orders Print ControlDefine Shop Papers, Forms and Output Programs
Transaction Code
SPRO
2. On the Choose Activity screen select Define Shop Papers. 3. Choose New Entries (F5).4. On the following screen, make the following entries:
Shop paper
Program Name
ABAP form
Form Description
Archive Obj ID
Operation Stat
Material Status
Time tckt ind
Completion slip
2010 RIPRCT00
PRINT_PAPER
PM_COMMON
Operation Control Ticket
PMOWORKPAP
Set flag
5. Choose Back (F3).6. Save your settings.
7. Repeat steps 3 – 6 for all necessary codes, make the following entries:
Shop paper
Program Name
ABAP form
Form Description
Archive Obj ID
Operation Stat
Material Status
Time tckt ind
Completion slip
2010 RIPRCT00
PRINT_PAPER
PM_COMMON
Operation Control Ticket
PMOWORKPAP
Set flag
2020 RIPRGI00
PRINT_PAPER
PM_COMMON
Material Issue Slip
PMOWORKPAP
Set flag
2030 RIPRJT00
PRINT_PAPER
PM_COMMON
Job Ticket
PMOWORKPAP
Set flag
Set flag
2040 RIPRMP00
PRINT_PAPER
PM_COMMON
Pick List
PMOWORKPAP
Set flag
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Shop paper
Program Name
ABAP form
Form Description
Archive Obj ID
Operation Stat
Material Status
Time tckt ind
Completion slip
2060 RIPRTT00
PRINT_PAPER
PM_COMMON
Time Ticket
PMOWORKPAP
Set flag
Set flag
2062 RIPRTTS0
PRINT_PAPER
PM_COMMON
Time Ticket for Split Records
PMOWORKPAP
Set flag
Set flag
2070 RIPRCS00
PRINT_PAPER
PM_COMMON
Completion Confirmation Slip
PMOWORKPAP
Set flag
Set flag
2072 RIPRCSS0
PRINT_PAPER
PM_COMMON
Compl.Conf.Slip for Split Recs
PMOWORKPAP
Set flag
Set flag
ResultShop papers for order types are defined.
3.2.30 Define Shop Papers, Forms and Output Programs
UseThe purpose of this activity is to define shop papers for order type.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service ProcessingMaintenance and Service Orders Print ControlDefine Shop Papers, Forms and Output Programs
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Choose Activity screen select Define Shop Papers for Order Type. 3. Choose New Entries (F5).4. On the following screen, make the following entries:
Document Type Shop paper Selection text Selection
* 2010 Default - (X) Selected
Set flag
5. Choose Back (F3).6. Save your settings.
7. Repeat steps 3 – 6 for all necessary codes, make the following entries:
Document Type
Shop paper Selection text Selection
* 2020 Default - (X) Selected
Set flag
* 2030 Default - (X) Selected
Set flag
* 2040 Default - (X) Selected
Set flag
* 2060 Default - (X) Selected
Set flag
* 2062 Default - ( ) Not selected
* 2070 Default - ( ) Not selected
* 2072 Default - ( ) Not selected
ResultShop papers for order types are defined.
3.2.31 Define Printer
UseThe purpose of this activity is to assign valid
Procedure
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service ProcessingMaintenance and Service Orders Print ControlDefine Printer
Transaction Code
SPRO
2. On the Choose Activity screen choose User-specific Print control.3. Choose New Entries (F5).4. On the following screen, make the following entries:
Field name Description User action and values Comment
User *
Shop paper *
Used for Job Card Set flag
No. of copies 1
Storage Mode 1
New Spool Request Set flag
Print Now Set flag
Delete After Output Set flag
5. Choose Back (F3).6. Save your settings.
ResultSpecific Output device defined.
3.2.32 Define Printer
UseThe purpose of this activity is to assign valid
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service ProcessingMaintenance and Service Orders Print ControlDefine Printer
Transaction Code
SPRO
2. On the Choose Activity screen choose Define Print Diversion.3. Choose New Entries (F5).4. On the following screen, make the following entries:
Field name Description User action and values Comment
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
5. Choose Back (F3).6. Save your settings.
ResultPrint Diversion defined.
3.2.33 Assign Notification Types to Order Types
UseIn this step, you can define which order type is generated from which notification type.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service ProcessingMaintenance and Service Notification Notification CreationNotification Types Assign Notification Types to Order Types
Transaction Code
SPRO
2. On the Change View Order type by Notification Type: Overview screen make the following entries in the row of notification type M2.
3. On the following screen, make the following entries:
Field name Description User action and values Comment
Order Type YBA1
4. Save your settings.
ResultOrder type is assigned to the notification type.
3.2.34 Define Overall Status (Fiori)
UseIn this step, you can define Overall Status which is used by Fiori App Report Malfunction.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Fiori Apps for Maintenance Processing General Settings Define Overall Status
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On the Change View Profile for Overall Status: Details screen choose Profile for Overall Status.
3. Choose New Entries (F5).4. On the following screen, make the following entries:
Field name Description User action and values Comment
Overall Status Profile MAINTJOB
Description Maintenance Job
5. On the Change View Overall Status: Overview screen choose Overall Status.6. Choose New Entries (F5).7. On the following screen, make the following entries:
Profile Status Sequence
Entity Description Is Logged
Is Skippable
MAINTJOB 0001 1 QMI Notification Header
Created Checked
MAINTJOB 0010 2 ORI Order Header
Created Checked Checked
MAINTJOB 0011 3 ORI Order Header
Planning Started
Checked
MAINTJOB 0012 4 ORI Order Header
Planning Finished
Checked
MAINTJOB 0020 5 ORI Order Header
Requires Review
Checked
MAINTJOB 0021 6 ORI Order Header
Awaiting Approval
Checked
MAINTJOB 0022 7 ORI Order Header
Approved Checked
MAINTJOB 0023 8 ORI Order Header
Approval Rejected
Checked
MAINTJOB 0030 9 ORI Order Header
Released Checked
MAINTJOB 0031 10 ORI Order Header
Parts Missing
Checked
MAINTJOB 0032 11 ORI Order Header
Hold Checked
MAINTJOB 0033 12 ORI Order Header
Ready for Scheduling
Checked
MAINTJOB 0034 13 ORI Order Header
Scheduled Checked
MAINTJOB 0040 14 ORI Order Header
In Process Checked Checked
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Profile Status Sequence
Entity Description Is Logged
Is Skippable
MAINTJOB 0041 15 ORI Order Header
Work is Done
Checked
MAINTJOB 0050 16 ORI Order Header
Work Completed
MAINTJOB 0051 17 QMI Notification Header
Report Closed
MAINTJOB O001 1 OVG Order Operation
Created
MAINTJOB O010 2 OVG Order Operation
Ready for Work
MAINTJOB O020 3 OVG Order Operation
In Process Checked
MAINTJOB O021 4 OVG Order Operation
Waiting Checked Checked
MAINTJOB O030 5 OVG Order Operation
Work Is Done
8. Save your settings.
9. On the Change View Overall Status: Overview screen choose row 0001 and double click Condition.
10. On the Change View Condition: Overview screen
11. Choose New Entries (F5).
12. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity QMI Notification Header
Status OSNO
Condition Qualifier I is set
13. Choose Back (F3).14. On the Change View Overall Status: Overview screen choose row 0010 and double click
Condition.
15. On the Change View Condition: Overview screen
16. Choose New Entries (F5).
17. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity ORI Order Header
Status CRTD
Condition Qualifier I is set
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
18. Choose Back (F3).19. On the Change View Overall Status: Overview screen choose row 0020 and double click
Condition.
20. On the Change View Condition: Overview screen
21. Choose New Entries (F5).
22. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity ORI Order Header
Status RELR
Condition Qualifier I is set
23. Choose Back (F3).24. On the Change View Overall Status: Overview screen choose row 0030 and double click
Condition.
25. On the Change View Condition: Overview screen
26. Choose New Entries (F5).
27. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity ORI Order Header
Status REL
Condition Qualifier I is set
28. Choose Back (F3).29. On the Change View Overall Status: Overview screen choose row 0040 and double click
Condition.
30. On the Change View Condition: Overview screen
31. Choose New Entries (F5).
32. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity ORI Order Header
Status JIPR
Condition Qualifier I is set
33. Choose Back (F3).34. On the Change View Overall Status: Overview screen choose row 0040 and double click
Condition.
35. On the Change View Condition: Overview screen
36. Choose New Entries (F5).
37. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity OVG Order Operation
Status JBFI
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field name Description User action and values Comment
Condition Qualifier I is set
Condition Quantifier 1.* Applies to at least one element
38. Choose Back (F3).39. On the Change View Overall Status: Overview screen choose row 0041 and double click
Condition.
40. On the Change View Condition: Overview screen
41. Choose New Entries (F5).
42. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity OVG Order Operation
Status JBFI
Condition Qualifier I is set
Condition Quantifier M.M Applies to all element
43. Choose Back (F3).44. On the Change View Overall Status: Overview screen choose row 0041 and double click
Condition.
45. On the Change View Condition: Overview screen
46. Choose New Entries (F5).
47. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity ORI Order Header
Status CNF
Condition Qualifier I is set
48. Choose Back (F3).49. On the Change View Overall Status: Overview screen choose row 0050 and double click
Condition.
50. On the Change View Condition: Overview screen
51. Choose New Entries (F5).
52. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity ORI Order Header
Status TECO
Condition Qualifier I is set
53. Choose Back (F3).54. On the Change View Overall Status: Overview screen choose row 0051 and double click
Condition.
55. On the Change View Condition: Overview screen
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
56. Choose New Entries (F5).
57. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity QMI Notification Header
Status NOCO
Condition Qualifier I is set
58. Choose Back (F3).59. On the Change View Overall Status: Overview screen choose row O001 and double click
Condition.
60. On the Change View Condition: Overview screen
61. Choose New Entries (F5).
62. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity OVG Order Operation
Status CRTD
Condition Qualifier I is set
Condition Quantifier 1.* Applies to at least one element
63. Choose Back (F3).64. On the Change View Overall Status: Overview screen choose row O010 and double click
Condition.
65. On the Change View Condition: Overview screen
66. Choose New Entries (F5).
67. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity OVG Order Operation
Status REL
Condition Qualifier I is set
Condition Quantifier 1.* Applies to at least one element
68. Choose Back (F3).69. On the Change View Overall Status: Overview screen choose row O020 and double click
Condition.
70. On the Change View Condition: Overview screen
71. Choose New Entries (F5).
72. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity OVG Order Operation
Status JIPR
Condition Qualifier I is set
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field name Description User action and values Comment
Condition Quantifier 1.* Applies to at least one element
73. Choose Back (F3).74. On the Change View Overall Status: Overview screen choose row O030 and double click
Condition.
75. On the Change View Condition: Overview screen
76. Choose New Entries (F5).
77. On the following screen, make the following entries:
Field name Description User action and values Comment
Entity OVG Order Operation
Status JBFI
Condition Qualifier I is set
Condition Quantifier 1.* Applies to at least one element
78. Choose Back (F3).79. Save your settings.
80. On the Change View Overall Status: Overview screen choose row 0040 and double click Alternative Sequence.
81. On the Change View Alternative Sequence Overview screen, choose New Entries (F5).
82. On the following screen, make the following entries:
Field name Description User action and values Comment
Profile MAINTJOB
From Status 0040
To Status 0050
83. Choose Back (F3).84. On the Change View Overall Status: Overview screen choose row O010 and double click
Alternative Sequence.
85. On the Change View Alternative Sequence Overview screen, choose New Entries (F5).
86. On the following screen, make the following entries:
Field name Description User action and values Comment
Profile MAINTJOB
From Status O010
To Status O030
87. Choose Back (F3).88. Save your settings.
89. On the Change View Overall Status: Overview screen choose row 0030 and double click Event.
90. On the Change View Events: deteails screen, choose New Entries (F5).
91. On the following screen, make the following entries:
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field name Description User action and values Comment
Ovrl Sts Profile MAINTJOB
Overall Status 0030
+ USRACT User Action
Affected Entity ORI Order Header
Excute Business Transaction BFRE Release
Action Description: Release
92. Choose Back (F3).93. On the Change View Overall Status: Overview screen choose row 0050 and double click
Event.
94. On the Change View Events: deteails screen, choose New Entries (F5).
95. On the following screen, make the following entries:
Field name Description User action and values Comment
Ovrl Sts Profile MAINTJOB
Overall Status 0050
+ USRACT User Action
Affected Entity ORI Order Header
Excute Business Transaction BTAB Technically Complete
Action Description: Complete
96. Choose Back (F3).97. On the Change View Overall Status: Overview screen choose row 0051 and double click
Event.
98. On the Change View Events: deteails screen, choose New Entries (F5).
99. On the following screen, make the following entries:
Field name Description User action and values Comment
Ovrl Sts Profile MAINTJOB
Overall Status 0051
+ USRACT User Action
Affected Entity QMI Notification Header
Excute Business Transaction PMM4 Complete notification
Action Description: Close Report
100. Choose Back (F3).101. On the Change View Overall Status: Overview screen choose row O020 and double
click Event.
102. On the Change View Events: deteails screen, choose New Entries (F5).
103. On the following screen, make the following entries:
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field name Description User action and values Comment
Ovrl Sts Profile
MAINTJOB
Overall Status
O020
+ F2023 SAP Fiori APP“Report & Repair Malfunction“
Usage INPROC Work Item in Process
104. Choose Back (F3).105. On the Change View Events: deteails screen, choose New Entries (F5).
106. On the following screen, make the following entries:
Field name Description User action and values Comment
Ovrl Sts Profile MAINTJOB
Overall Status O020
+ USRACT User Action
Affected Entity OVG Order Operation
Excute Business Transaction RMJP Put Job in Process
Action Description: Start Work
107. Choose Back (F3).108. On the Change View Overall Status: Overview screen choose row O030 and double
click Event.
109. On the Change View Events: deteails screen, choose New Entries (F5).
110. On the following screen, make the following entries:
Field name Description User action and values Comment
Ovrl Sts Profile
MAINTJOB
Overall Status
O030
+ F2023 SAP Fiori APP“Report & Repair Malfunction“
Usage CONF Confirmation Phase
111. Choose Back (F3).112. On the Change View Events: deteails screen, choose New Entries (F5).
113. On the following screen, make the following entries:
Field name Description User action and values Comment
Ovrl Sts Profile MAINTJOB
Overall Status O030
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Field name Description User action and values Comment
+ USRACT User Action
Affected Entity OVG Order Operation
Excute Business Transaction RMJF Set Job to Finished
Action Description: Work is done
114. Choose Back (F3).115. Save your settings.
ResultOverall Status and profile is defined.
3.2.35 Define Partner Determination Procedure and Partner Function
UseDefines the partners determination procedure for processing notifications
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Partners Define Partner Determination Procedure and Partner Function
Transaction Code
SPRO
2. On up-coming dialog box Choose Activity select Define Partner Determination Procedure.3. On the Maintain: Partner Determination screen select Plant Maint and then choose
Change Partner.4. On the Change view Partner Determination Procedure screen, choose New Entries and
make following entries:
PartnDet.Proc. Description
PM Plant Maintenance
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
5. On the Change view Partner Determination Procedure screen, choose entry PM from subdialog Partner Determination Procedure and double click Functions in Determination Procedure in Dialog Structure.
6. Make the following entries:
PartnDet.Proc. Fnct Name No change
Partner mandat.
Unique Appointment
PM AB Department resp.
PM VW Person respons.
7. Choose Back (F3).8. Save your settings.
ResultPartner Determination Procedure and Partner Function are defined.
3.2.36 Assign Partner Determination Procedure to Notification Type
UseAssign Partner Determination Procedure to Notification Type
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Partners Define Partner Determination Procedure and Partner Function
Transaction Code
SPRO
2. On up-coming dialog box Choose Activity select Assign Partner Determination Procedure to Notification Type.
3. On the Change view Partner Determination Procedure for Notification Type, in the M2 entry, make the following entries:
Field name Description User action and values Comment
Partn.DetProc PM
4. Choose Back (F3).5. Save your settings.
ResultPartner Determination Procedure is assigned to Notification Type.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.2.37 Assign Partner Functions to Notification Type
UseAssign Partner Functions to Notification Type
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Creation Partners Define Partner Determination Procedure and Partner Function
Transaction Code
SPRO
2. On up-coming dialog box Choose Activity select Assign Partner Functions to Notification Type.
3. On the Change view Partner function for Notification Type: Overview, double click on Row M2.
4. On the Change view Partner function for Notification Type: details, make following entries
5.
Field name Description User action and values Comment
Implementing dept. AB Department Responsible
Person responsible VW Person respons.
Task Processor VW Person respons.
6. Choose Back (F3).7. Save your settings.
ResultPartner functions is assigned to Notification Type.
3.2.38 Define Partner Determination Procedure and Partner Function
UseDefines the partners for processing order
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Partner Define
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Partner Determination Procedure and Partner Function
Transaction Code
SPRO
2. On up-coming dialog box Choose Activity select Define Partner Determination Procedure.3. On the Maintain: Partner Determination screen select Plant Maint and then choose
Change Partner.4. On the Change view Partner Determination Procedure screen, choose entry PM from
subdialog Partner Determination Procedure and double click Functions in Determination Procedure in Dialog Structure.
5. Make the following entries:
PartnDet.Proc. Fnct Name No change
Partner mandat.
Unique Appointment
PM AB Department resp.
PM VW Person respons.
6. Choose Back (F3).7. Save your settings.
ResultPartner Determination Procedure and Partner Function are defined.
3.2.39 Assign Partner Determination Procedure to Order Type
UseAssign Partner Determination Procedure to Order Type
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Partner Define Partner Determination Procedure and Partner Function
Transaction Code
SPRO
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
2. On up-coming dialog box Choose Activity select Assign Partner Determination Procedure to Order
3. On the Change view Assignment of Partner Determination Procedure to Order Type, in the YBA1 entry, make the following entries:
Field name Description User action and values Comment
PartnerSchema PM
Function of order VW
Spl.crtn. funct
4. Choose Back (F3).5. Save your settings.
ResultPartner Determination Procedure is assigned to order Type.
3.2.40 Copy Partner Functions to Master and Movement Data
UseIn the activity, you shall copy Partner Functions to Master and Movement Data.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master data in Plant Maintenance and customer service Basic settings Partner Copy Partner Functions to Master and Movement Data
Transaction Code
SPRO
2. On On the Change view Define Transfer of Partner Function in the Movement Data: Overview screen, in the row AB and VW for Partner determination procedure PM, make the following entries
Field name Description User action and values Comment
Copy partner Checked
3. Choose Back (F3).4. Save your settings.
ResultPartner Functions are copied to master and movement data.
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
3.2.41 Define Operational Effects
UseIn this activity, Operational Effects can be defined.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notification Notification Processing Condition Indicator Define Operation Effect
Transaction Code
SPRO
2. On the Change view Effects on Operating Function: Overview screen, choose New Entries.
3. Make the following entries:
Effect Effect
1 No effect
2 Production restricted
3 Production breakdown
4. Choose Back (F3).5. Save your settings.
ResultOperation Effects are defined.
4 Manual Build StepsSome settings cannot automatically be transported between systems or clients. In these cases, you either transport the settings manually, if possible, or make the settings in the target system or client.
The following table lists the configuration activities where automatic transport is not possible. Refer to the details and sequence in the sections above.
Configuration activity Manual transport possible
Manual action in target system / client required
Remarks
Equipment Number Ranges No Yes – only for OP
For Cloud not relevant
Maintenance Notification No Yes – only for OP
© SAP SE Page of
SAP Best Practices Plant Maintenance General Setting (BFI): Configuration Guide
Configuration activity Manual transport possible
Manual action in target system / client required
Remarks
For Cloud not relevant
Maintenance Order NumberRange
No Yes – only for OP
For Cloud not relevant
We recommend that you plan especially for doing these manual build steps and rehearse the sequence in advance, if possible well before cut over.
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