Download - PM Config Guide en In
V1.470 Aug 2004 English
Q04 - Plant Maintenance
SAP AG Neurottstr. 16 69190 Walldorf Germany
Building Block Configuration Guide
SAP Best Practices Plant Maintenance: Configuration Guide
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SAP Best Practices Plant Maintenance: Configuration Guide
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SAP Best Practices Plant Maintenance: Configuration Guide
Contents Plant Maintenance: Configuration Guide......................................................................................... 6 1 Purpose .................................................................................................................................... 6 2 Preparation ............................................................................................................................... 6
2.1 Prerequisites .................................................................................................................. 6 3 Installation ................................................................................................................................ 6
3.1 Defining Location ........................................................................................................... 6 3.2 Maintaining Maintenance Planning Plant....................................................................... 7 3.3 Assigning Maintenance Planning Plant to Maintenance Plant....................................... 7 3.4 Defining Permit Categories ............................................................................................ 8 3.5 Defining Object Types.................................................................................................... 9 3.6 Defining Plant Sections ................................................................................................ 10 3.7 Defining Planner Groups.............................................................................................. 12 3.8 Define Object Information Keys ................................................................................... 13 3.9 Creating Structure Indicator for Reference Functional Locs/Fun................................. 13 3.10 Defining Business Views for Equipment Categories.................................................... 14 3.11 Configuring Planner Groups......................................................................................... 15 3.12 Assigning Maintenance Plan Number.......................................................................... 16 3.13 Defining Profiles with Default Values ........................................................................... 17 3.14 Maintaining Value Categories ...................................................................................... 17 3.15 Assigning Cost Elements to Value Categories ............................................................ 19 3.16 Setting Screen Templates for the Notification Type .................................................... 20 3.17 Assigning Notification Types to Order Types............................................................... 21 3.18 Assigning Object Information Key to Notification Types .............................................. 22 3.19 Maintaining Catalog Groups......................................................................................... 23 3.20 Defining Catalog Profile ............................................................................................... 24 3.21 Changing catalogs and catalog profile for notification type ......................................... 25 3.22 Assigning Order Types to Maintenance Plants............................................................ 26 3.23 Defining Default Value for Planning Indicator for Each Order Type ............................ 27 3.24 Creating Default Value Profiles for External Procurement........................................... 28 3.25 Defining Default Values for Task List Data and Profile Assignment ............................ 29 3.26 Defining Default Order Types for Maintenance Items.................................................. 30 3.27 Defining Notification- and Order Integration................................................................. 32 3.28 Assigning Costing Parameters and Results Analysis Keys ......................................... 33 3.29 Defining Change Docs, Collective Purc. Req. Indicator, Operations........................... 34 3.30 Defining Scope of Check.............................................................................................. 36
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3.31 Defining Checking Control ........................................................................................... 37 3.32 Defining Default Values for Component Item Categories ............................................ 38 3.33 Defining Default Values for Units for Operation........................................................... 39 3.34 Setting Scheduling Parameters ................................................................................... 40 3.35 Assigning Object Information Key to Order Types....................................................... 42 3.36 Defining Control Parameters for Completion Confirmations........................................ 43 3.37 Defining Causes for Variances..................................................................................... 46 3.38 Defining Currency for Maintenance Statistics .............................................................. 47 3.39 Assigning Value Categories to Maintenance Cost Key Figures .................................. 47
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SAP Best Practices Plant Maintenance: Configuration Guide
Plant Maintenance: Configuration Guide
1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually.
If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.
2 Preparation
2.1 Prerequisites If you want to use Plant Maintenance, install the following Building Blocks in your SAP system:
Building Block Component Description
J00, J02, J03, J04, J05, J08 SAP R/3 Baseline Package India, Layer 0
J30, J32, J33, J17, J38, J35, J20, J34,
J21, J36, J22 SAP R/3 Baseline Package (Delta) India, Layer 0
Q70, Q75, Q76, Q77, Q78, Q79 SAP R/3 Accounting and Controlling Enhancement Package
for SAP Best Practices for Chemicals (India)
Q01 SAP R/3 Personalization
Indian Baseline uses tax procedure TAXINJ, while Best Practices for Chemicals (India) uses tax procedure TAXINN. Due to this migration, there are two steps in J03 and J05 which should not be installed! For details, please refer to Quick Guide.
3 Installation
3.1 Defining Location Use The purpose of this activity is to define locations within a plant. A location allows a plant to be classified according to spatial or situation criteria.
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SAP Best Practices Plant Maintenance: Configuration Guide
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure → Definition → Logistics - General → Define Location
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plnt BP01
Location 0001
Name Plant BP01 Location 0001
4. Save your settings.
Result The location for Plant BP01 was created.
3.2 Maintaining Maintenance Planning Plant Use The purpose of this activity is to define the maintenance planning plant.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure → Definition → Plant Maintenance → Maintain maintenance planning plant
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Planning plant BP01
Name 1 Planning Plant
4. Save your settings.
Result The maintenance planning plant is defined.
3.3 Assigning Maintenance Planning Plant to
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SAP Best Practices Plant Maintenance: Configuration Guide
Maintenance Plant Use The purpose of this activity is to assign planning plant to plant.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure → Assignment → Plant Maintenance → Assign maintenance planning plant to maintenance plant
Transaction Code SPRO
2. Choose Change.
3. Select the appropriate row.
4. On the following screen, make the following entries:
Field name Description User action and values Note
Plnt BP01
Name 1 Production Plant
PlPl BP01
Name 1 Production Plant
5. Save your settings.
Result The planning plant is assigned to plant.
3.4 Defining Permit Categories Use The purpose of this activity is to defining permit categories. Regulation or condition that must be observed when maintenance work is to be executed on a technical object.
Division of permits into logical groups.
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 → Permits → Define Permit Categories
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Transaction Code SPRO
2. Choose Change.
3. Select the appropriate row.
4. On the following screen, make the following entries:
Field name Description User action and values Note
Cat A
Name 1 Work approval
Cat B
Name 1 Safety permit
5. Save your settings.
Result Permit categories are defined.
3.5 Defining Object Types Use The purpose of this activity is to define the types of technical objects. Technical objects can be organized into groups using object types. The grouping is used to evaluate master data or maintenance data for technical objects.
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 Data → Define Types of Technical Objects
Transaction Code SPRO
2. Choose New Entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Object Type 3000
Description Motors
Field name Description User action and values Note
Object Type 4000
Description Conveyor
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Field name Description User action and values Note
Object Type 5000
Description Mills and Crusher
Field name Description User action and values Note
Object Type 6000
Description Hopper and Silo
Field name Description User action and values Note
Object Type 7000
Description Tanker and Container
Field name Description User action and values Note
Object Type 8000
Description Controllers
4. Save your settings.
Result Objects Types are defined.
3.6 Defining Plant Sections Use The purpose of this activity is to define plant sections which enable to subdivide the maintenance plant from the point of view of production responsibility. The person responsible for the plant section is the contact for coordination between production and plant maintenance.
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 Plant Sections
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plant BP01
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SAP Best Practices Plant Maintenance: Configuration Guide
Field name Description User action and values Note
Plant section 010
PersResponsible Ellen Smith
Telephone 069-12345678
Field name Description User action and values Note
Plant BP01
Plant section KMA
PersResponsible George Jones
Telephone 069-23456789
Field name Description User action and values Note
Plant BP01
Plant section LAG
PersResponsible Betty Brown
Telephone 069-34567890
Field name Description User action and values Note
Plant BP01
Plant section MIS
PersResponsible Henry Miller
Telephone 069-45678901
Field name Description User action and values Note
Plant BP01
Plant section ROH
PersResponsible Linda Yates
Telephone 069-56789012
4. Save your settings.
Result Plant sections are defined.
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SAP Best Practices Plant Maintenance: Configuration Guide
3.7 Defining Planner Groups Use The purpose of this activity is to define planner groups or maintenance planning groups separately for each planning plant.
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 Planner Groups
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
PlPl BP01
PG 010
Name PM-Planner 010
Telephone 605138
Field name Description User action and values Note
PlPl BP01
PG 100
Name PM-Planner Elec.
Telephone 605139
Field name Description User action and values Note
PlPl BP01
PG 200
Name PM-Planner Mech.
Telephone 605140
4. Save your settings.
Result Planner groups are defined.
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SAP Best Practices Plant Maintenance: Configuration Guide
3.8 Define Object Information Keys Use The purpose of this activity is to define the object information key. This key controls a special information window. The parameters set here determine which data is to be shown for a technical object. The key can be assigned to the following objects:
• Functional location categories
• Equipment categories
• Notification types
• Order types
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 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 Note
Object info YQ
The following settings are made for object info YQ:
a. Reference for notification and class selection
Object
b. Info.system – time frame and threshold values
No. days: 365
Notifications created: 5
Orders created: 5
c. Notifications – selection and automatic display
Selection completed Notifications
Selection days: 365
4. Save your settings.
Result The object information key is created.
3.9 Creating Structure Indicator for Reference
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SAP Best Practices Plant Maintenance: Configuration Guide
Functional Locs/Fun Use The purpose of this activity is to create the structure indicator which determines the edit mask and the number of the hierarchy levels when you create functional location structures.
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 → 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 Note
Str.Ind YQCH
StructIndText Structure Indicator CH
Edit mask AANN-AAN/XXXX/XXXX/A/XXXXXX-X
4. Save your settings.
Result The structure indicator is created.
3.10 Defining Business Views for Equipment Categories Use The purpose of this activity is to automatically maintain the assigned data fields and screens if you activate the serial data view.
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 Categories → Define Additional Business Views for Equipment Categories
Transaction Code SPRO
2. Choose Change.
3. Select the appropriate row.
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4. On the following screen, make the following entries:
Field name Description User action and values Note
Cat Q
Serialisation date
5. Save your settings.
Result Additional Business Views for Equipment Categories are defined.
3.11 Configuring Planner Groups Use The purpose of this activity is to determine the planner groups for each plant. A planner group is responsible for maintaining task list data.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service → Maintenance Plans, Task Lists, Work Centers and PRTs → Task lists → General Data → Configure Planner Group
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plnt BP01
Plgrp 1
Description Planner group 1
Field name Description User action and values Note
Plnt BP01
Plgrp 2
Description Planner group 2
Field name Description User action and values Note
Plnt BP01
Plgrp Q
Description Quality assurance
4. Save your settings.
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SAP Best Practices Plant Maintenance: Configuration Guide
Result The planner groups for each plant are determined.
3.12 Assigning Maintenance Plan Number Use The purpose of this activity is to assign every maintenance plan a unique number.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service → Maintenance Plans, Task Lists, Work Centers and PRTs → Maintenance Plans → Define Number Ranges for Maintenance Plans
Transaction Code IP20
2. Choose Change.
3. Detail Element PM.
4. Choose Assign Element/Group.
5. On the following screen, make the following entries:
Field name Description User action and values Note
Group PM, NO
From Number 000000000001
To Number 599999999999
Ext
Field name Description User action and values Note
Group PM, NO
From Number 600000000000
To Number 799999999999
Ext
6. Save your settings.
Result Every maintenance plan is identified by a unique number.
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SAP Best Practices Plant Maintenance: Configuration Guide
3.13 Defining Profiles with Default Values Use The purpose of this activity is to define profiles. You can simplify data entry as follows in task list maintenance:
• Data is proposed or used as a reference from the work center
• Data is proposed from the profile
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service → Maintenance Plans, Task Lists, Work Centers and PRTs → Task lists → Control Data → Define Profiles with Default Values
Transaction Code SPRO
2. Choose Groups.
3. Select the appropriate row.
4. On the following screen, make the following entries:
Field name Description User action and values Note
Profile YQCH01
Purch.Organzation BP01
Purch.Group 001
Currency EUR
5. Save your settings.
Result Profiles with default values are defined.
3.14 Maintaining Value Categories Use The purpose of this activity is to maintain value categories. Value categories are intervals for cost elements. These are required to update the:
• Plant Maintenance Information System
• Customer Service Information System
Procedure 1. 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
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Costs → Maintain Value Categories
Transaction Code SPRO
2. Enter User Component PM
3. Enter Controlling Area BP01.
4. Choose New entries.
5. On the following screen, make the following entries:
Field name Description User action and values Note
Val.cat. 600
Text Internal material
Costs
Field name Description User action and values Note
Val.cat. 610
Text Services
Costs
Field name Description User action and values Note
Val.cat. 620
Text External material
Costs
Field name Description User action and values Note
Val.cat. 630
Text Internal employees
Costs
Field name Description User action and values Note
Val.cat. 649
Text External employees
Costs
Field name Description User action and values Note
Val.cat. 999
Text Miscellaneous
Costs
6. Save your settings.
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Result Value categories are maintained.
3.15 Assigning Cost Elements to Value Categories Use The purpose of this activity is to define a cost element, a cost element interval or a cost element group as a value category.
Procedure 1. 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 BP01.
3. Choose New entries.
4. On the following screen, make the following entries:
Field name Description User action and values Note
Val.cat. 600
Seq.nr. 010
From cost elem 604000
To cost elem 606000
Field name Description User action and values Note
Val.cat. 610
Seq.nr. 010
From cost elem 610000
To cost elem
Field name Description User action and values Note
Val.cat. 620
Seq.nr. 010
From cost elem 610510
To cost elem
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Field name Description User action and values Note
Val.cat. 630
Seq.nr. 010
From cost elem 943120
To cost elem 949130
Field name Description User action and values Note
Val.cat. 649
Seq.nr. 010
From cost elem 660000
To cost elem
Field name Description User action and values Note
Val.cat. 999
Seq.nr. 010
From cost elem 616300
To cost elem
5. Save your settings.
Result Cost elements are assigned to value categories.
3.16 Setting Screen Templates for the Notification Type Use The purpose of this activity is to assemble the screens for the notification types individually. Malfunction report, notification type M2, with view "System availability".
Procedure 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 Types → Set Screen Templates for the Notification Types
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Transaction Code SPRO
2. Select Notif. type M2.
3. Open Screen Structure for Extended View.
4. Choose New entries.
5. On the following screen, make the following entries:
Field name Description User action and values Note
Notifictn type M2
Activity cat.
Register 10\TAB04
Description System availability
Tab
6. Select 10\TAB04 and set indicator TAB.
7. Save your settings.
3.17 Assigning Notification Types to Order Types Use The purpose of this activity is to define which order type is generated from which notification type.
Procedure 1. Access the activity using one of the following navigation options:
SAP R/3 Role Menu
Configuration → Assigning Notification Types to Order Types
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notification → Notification Creation → Notification Types → Assign Notification Types to Order Types
2. Select the appropriate row.
3. Choose Change.
4. Choose New entries.
5. On the following screen, make the following entries:
Field name Description User action and values Note
Typ M1
Notification Type Maintenance request
Type PM01
Order type text Maintenance order
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SAP Best Practices Plant Maintenance: Configuration Guide
Field name Description User action and values Note
Typ M2
Notification Type Malfunction report
Type PM01
Order type text Maintenance order
Field name Description User action and values Note
Typ M3
Notification Type Activity report
Type PM01
Order type text Maintenance order
6. Save your settings.
Result Notification types are assigned to order types.
3.18 Assigning Object Information Key to Notification Types
Use The object information key could be assigned to different objects within the pm module. Here we are assigning the object information key to the notification types.
Procedure 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 Processing → Object Information → Assign Object Information Key to Notification Types
Transaction Code SPRO
2. Select the appropriate row.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Notification type M2
Object Information YQ
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4. Save your settings.
Result The object information key is assigned to notification types.
3.19 Maintaining Catalog Groups Use The purpose of this activity is to maintain Code groups and Codes for notifications. In the first step code groups are to be maintained.
Procedure 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 Creation → Notification Content → Maintain Catalogs
Transaction Code QS41
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Catalog 2
Code group YQ-CHEL1
4. Choose Enter.
5. Enter the data for the code group.
6. To create more code groups for different catalogs, make the following entries:
Field name Description User action and values Note
Catalog 5
Code group YQ-CHEL1
Field name Description User action and values Note
Catalog A
Code group YQ-CHEL1
Field name Description User action and values Note
Catalog B
Code group YQ-CHEL1
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Field name Description User action and values Note
Catalog C
Code group YQ-CHEL1
Field name Description User action and values Note
Catalog 2
Code group YQ-CHME1
Field name Description User action and values Note
Catalog 5
Code group YQ-CHME1
Field name Description R/O/C User action and values Note
Catalog R A
Code group R YQ-CHME1
Field name Description R/O/C User action and values Note
Catalog R B
Code group R YQ-CHME1
Field name Description R/O/C User action and values Note
Catalog R C
Code group R YQ-CHME1
7. Save your settings.
Result Catalog groups are maintained.
3.20 Defining Catalog Profile Use The purpose of this activity is to define the catalog profile for notifications. In the first step catalogs are to be defined.
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Procedure 1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Notification → Notification Creation → Notification Content → Define Catalog Profile
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Cat.prof. YQ-CH001
Catalog profile CH catalog profile
4. Select Catalogs/code groups
5. Choose New entries.
6. On the following screen, make the following entries:
Field name Description User action and values Note
Cat.prof. YQ-CH001
Catalog profile CH Catalog Profile
Catalog 2, 5, A, B, C
* YQ*
7. Save your settings.
Result The catalog profile for notifications is defined.
3.21 Changing catalogs and catalog profile for notification type
Use The purpose of this activity is to assign the catalog profile to notifications types.
Procedure 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 catalogs and catalog profile for notification type
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Transaction Code SPRO
2. Select notification type M2 and make the following entries.
Field name Description User action and values Note
Catalog profile YQ-CH001
3. Save your settings.
Result The catalog profile is assigned to notification types.
3.22 Assigning Order Types to Maintenance Plants
Use The purpose of this activity is to determine the allowed maintenance order types for the individual maintenance plants.
Procedure 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 → Assign Order Types to Maintenance Plants
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
PlPl BP01
Name 1 Produktionswerk BP01
Type PM01
Order type text Maintenance order
Field name Description User action and values Note
PlPl BP01
Name 1 Produktionswerk BP01
Type PM02
Order type text Maintenance order
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SAP Best Practices Plant Maintenance: Configuration Guide
Field name Description User action and values Note
PlPl BP01
Name 1 Produktionswerk BP01
Type PM03
Order type text Maintenance order/-message
Field name Description User action and values Note
PlPl BP01
Name 1 Produktionswerk BP01
Type PM04
Order type text Refurbishment order
Field name Description User action and values Note
PlPl BP01
Name 1 Produktionswerk BP01
Type PM05
Order type text Calibration order
Field name Description User action and values Note
PlPl BP01
Name 1 Produktionswerk BP01
Type PM06
Order type text Capital investment order
4. Save your settings.
Result Order types are assigned to maintenance plants.
3.23 Defining Default Value for Planning Indicator for Each Order Type
Use The purpose of this activity is to define a default value for each order type for the order planning indicator.
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The order planning indicator is used for selection and statistical analyses in the Plant Maintenance and Customer Service Information System.
Procedure 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 → Define Default Value for Planning Indicator for Each Order Type
Transaction Code OIOD
2. On the following screen, make the following entries:
Field name Description User action and values Note
Order Type PM01
Unplanned order
Immediate order X
Planned order
Field name Description User action and values Note
Order Type PM02
Unplanned order
Immediate order
Planned order X
Field name Description User action and values Note
Order Type PM06
Unplanned order
Immediate order
Planned order X
Result A default value for each order type for the order planning indicator is defined.
3.24 Creating Default Value Profiles for External Procurement
Use The purpose of this activity is to define the profiles for external procurement of services and materials.
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SAP Best Practices Plant Maintenance: Configuration Guide
In the external processing profile, you can store default values to generate purchase requisitions from maintenance orders.
Procedure 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 Value Profiles for External Procurement
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
ExternProfile YQCH001
Profile CH External material
Cost element 610510
Purchasing org. BP01
Purch. group 001
Material group 01
Field name Description User action and values Note
ExternProfile YQCH002
Profile CH Procured services
Cost element 6100000
Purchasing org. BP01
Purch. group 001
Material group 01
4. Save your settings.
Result The profiles for external procurement of services and materials are defined.
3.25 Defining Default Values for Task List Data and Profile Assignment
Use The purpose of this activity is to define which default values are copied into the order data during the order processing.
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In the previous steps, you have maintained a profile for the procurement of material, external processing profiles and a general order profile.
Procedure 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 → Default Values for Task List Data and Profile Assignments
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plant BP01
Order type PM01
ExternProfile YQCH002
Mat. Profile YQCH001
Maint.Profile 0000001
MeasUnit ExternOp
H
OperSelection
WrkCntrSelect
Renumber
Incl.once.comp.
Oper. sorting
4. Repeat the same entries for order types PM02 – PM06.
5. Save your settings.
Result Default values for task list data are defined and profiles are assigned.
3.26 Defining Default Order Types for Maintenance Items Use The purpose of this activity is to define default values for the creation of maintenance items for the maintenance order types.
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Procedure 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 → Define Default Order Types for Maintenance Items
Transaction Code SPRO
2. Select row.
3. On the following screen, make the following entries:
Field name Description User action and values Note
PlPl BP01
PlannerGrp 010
PM planner grp name
PM-Planner 010
Order type PM02
Default order type text
Maintenance order
Field name Description User action and values Note
PlPl BP01
PlannerGrp 100
PM planner grp name
IH-Planner Elec
Order type PM01
Default order type text
Maintenance order
Field name Description User action and values Note
PlPl BP01
PlannerGrp 200
PM planner grp name
IH-Planner Mech.
Order type PM01
Default order type text
Maintenance order
4. Save your settings.
Result Default values for the creation of maintenance items for the maintenance order types are defined.
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3.27 Defining Notification- and Order Integration Use The purpose of this activity is to define whether you want to maintain notification data and order data in the one screen. This means that you can create another notification directly when entering the order. In the order header data screen, you find some central data fields for the notification, which you can maintain completely if desired. Because the notification is created automatically by the system, here you can define the order types for which these functions should be used and which notification type the system should use.
Procedure 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 → Define Notification- and Order Integration
Transaction Code SPRO
2. On the following screen, make the following entries:
Field name Description User action and values Note
Order type PM01
Notif.type M1
Notifictn
Field name Description User action and values Note
Order type PM02
Notif.type M1
Notifictn
Field name Description User action and values Note
Order type PM03
Notif.type M3
Notifictn
Field name Description User action and values Note
Order type PM04
Notif.type
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Field name Description User action and values Note
Notifictn
Field name Description User action and values Note
Order type PM05
Notif.type M1
Notifictn
Field name Description User action and values Note
Order type PM06
Notif.type M1
Notifictn
3. Save your settings.
Result Indicator for notification and order data is maintained.
3.28 Assigning Costing Parameters and Results Analysis Keys
Use The purpose of this activity is to set the costing parameters for maintenance orders.
Procedure 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 → Costing Data for Maintenance Orders → Assign Costing Parameters and Results Analysis Keys
Transaction Code SPRO
2. Select the rows with Plant BP01 and Order types PM01 – PM06.
3. Choose Details.
4. On the following screen, make the following entries:
Field name Description User action and values Note
Planned var. cal. PM01
Actual var. calc. PM01
5. Choose Next entry.
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6. Repeat the same entries for the selected Plant and Order types.
7. Save your settings.
Result Costing Parameters and Results Analysis Keys are assigned.
3.29 Defining Change Docs, Collective Purc. Req. Indicator, Operations
Use The purpose of this activity is to specify in which plant and for which order type specific functions are active.
Procedure 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 → Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval
Transaction Code SPRO
2. Select the rows with Plant BP01 and Order types PM01 – PM06.
3. Choose Change.
4. On the following screen, make the following entries:
Field name Description User action and values Note
Plnt BP01
Type PM01
Increment 0010
OrdStChgDc
CollReqstn
Res./PReq From release
PDC aktiv
Workflow
Change document
Net order price
Field name Description User action and values Note
Plnt BP01
Type PM02
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Field name Description User action and values Note
Increment 0010
OrdStChgDc
CollReqstn
Res./PReq From release
PDC aktiv
Workflow
Change document
Net order price
Field name Description User action and values Note
Plnt BP01
Type PM03
Increment 0010
OrdStChgDc
CollReqstn
Res./PReq Immediately
PDC aktiv
Workflow
Change document
Net order price
Field name Description User action and values Note
Plnt BP01
Type PM04
Increment 0010
OrdStChgDc
CollReqstn
Res./PReq Immediately
PDC aktiv
Workflow
Change document
Net order price
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Field name Description User action and values Note
Plnt BP01
Type PM05
Increment 0010
OrdStChgDc
CollReqstn
Res./PReq Immediately
PDC aktiv
Workflow
Change document
Net order price
Field name Description User action and values Note
Plnt BP01
Type PM06
Increment 0010
OrdStChgDc
CollReqstn
Res./PReq Immediately
PDC aktiv
Workflow
Change document
Net order price
5. Save your settings.
Result Order type specific functions are specified.
3.30 Defining Scope of Check Use The purpose of this activity is to define the scope of check. Checking group and checking rule together specify the scope of the check.
Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service → Maintenance and
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Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs and Capacities → Define Scope of Check
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Av 01
Description Daily requirements
ChR PM
Checking rule Checking rule for plant maintenance
Field name Description User action and values Note
Av 02
Description Individ.requirements
ChR PM
Checking rule Checking rule for plant maintenance
4. Save your settings.
Result The scope of check is defined.
3.31 Defining Checking Control Use The purpose of this activity is to define the check control. The checking rule together with the checking group specifies the scope of the check.
The checking rule as well as the actual check itself depends on the following parameters:
• Plant, order type, operation
The operation can have the following characteristics:
• Order created, release(d) order, scope of the check.
Procedure 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 → Availability Check
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for Material, PRTs and Capacities → Define Inspection Control
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plant BP01
Description Produktionswerk BP01
Type PM01
Business function 1
Text Check availability during order creation
Field name Description User action and values Note
Plant BP01
Description Produktionswerk BP01
Type PM01
Business function 2
Text Check availability during order release
4. Repeat the same entries in Business function and Text for the order types PM02 – PM06.
5. Save your settings.
Result The check control is defined.
3.32 Defining Default Values for Component Item Categories
Use The purpose of this activity is to determine the proposal values for the item categories of the order components. The proposal values can be determined dependent on the material type and the maintenance plant.
Procedure 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 → General Data → Define Default Values for Component Item Categories
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Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Mat.type
Plnt BP01
ItemCategory L
Field name Description User action and values Note
Mat.type DIEN
Plnt BP01
ItemCategory N
4. Save your settings.
Result The proposal values for the item categories of the order components are determined.
3.33 Defining Default Values for Units for Operation Use The purpose of this activity is to specify the default values for units of the duration and the work output of an operation.
Procedure 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 → General Data → Define Default Values for Units for Operation
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Planning plant BP01
Norm.duratn un. H
Unit text h
Unit for work H
Unit text h
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4. Save your settings.
Result The default values for units of the duration and the work output of an operation are specified.
3.34 Setting Scheduling Parameters Use The purpose of this activity is to set scheduling parameters for every maintenance order type and every maintenance plant. In addition to the scheduling type, you can determine further scheduling parameters:
• Automatic scheduling
• Display scheduling log automatically after scheduling
• Maximum number of days for start in the past
• Automatic adjustment of the start/finish dates
• Shift order indicator
• Scheduling to incorporate breaks (breaks at the work center are taken into account when scheduling is created)
Procedure 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 → Scheduling → Set Scheduling Parameters
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plant BP01
Order type PM01
Production scheduler
*
Adjust dates Adjust basic dates
Dependent requirement
Operation dates
Scheduling type Forward
Start in the past
Automatic scheduling
X
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Field name Description User action and values Note
Plant BP01
Order type PM02
Production scheduler
*
Adjust dates Do not adjust basic dates
Dependent requirement
Operation dates
Scheduling type Forward
Start in the past
Automatic scheduling
X
Field name Description User action and values Note
Plant BP01
Order type PM03
Production scheduler
*
Adjust dates Do not adjust basic dates
Dependent requirement
Operation dates
Scheduling type Backward
Start in the past 5
Automatic scheduling
X
Field name Description User action and values Note
Plant BP01
Order type PM04
Production scheduler
*
Adjust dates Do not adjust basic dates
Dependent requirement
Operation dates
Scheduling type Backward
Start in the past 5
Automatic scheduling
X
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Field name Description User action and values Note
Plant BP01
Order type PM05
Production scheduler
*
Adjust dates Do not adjust basic dates
Dependent requirement
Operation dates
Scheduling type Backward
Start in the past 5
Automatic scheduling
X
Field name Description User action and values Note
Plant BP01
Order type PM06
Production scheduler
*
Adjust dates Adjust basic dates
Dependent requirement
Operation dates
Scheduling type Backward
Start in the past
Automatic scheduling
4. Save your settings.
Result The scheduling parameters for every maintenance order type and every maintenance plant are set.
3.35 Assigning Object Information Key to Order Types Use The object information key could be assigned to different objects within the pm module. Here we are assigning the object information key to the order types.
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Procedure 1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Object Information Assign Object Information Keys to Order Types
Transaction Code SPRO
2. Select the appropriate row.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Order type PM01
Object Information YQ
Field name Description User action and values Note
Order type PM02
Object Information YQ
Field name Description User action and values Note
Order type PM06
Object Information YQ
4. Save your settings.
Result The object information key is assigned to order types.
3.36 Defining Control Parameters for Completion Confirmations
Use The purpose of this activity is to maintain the control parameters for completion confirmations in maintenance orders. You can set control parameters for each order type. Using the completion parameters, you define:
• Which data is proposed for entry
• The severity with which inspections should be performed
• How the completion confirmation processes are controlled
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Procedure 1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Define Control Parameters for Completion Confirmations
Transaction Code SPRO
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plant BP01
Order type PM01
Final confirmation
Post open reserves
Propose dates
Propose activities
Mat. movement: All components
Goods movement
Field name Description User action and values Note
Plant BP01
Order type PM02
Final confirmation
Post open reserves
Propose dates
Propose activities
Mat. movement: All components
Goods movement
Field name Description User action and values Note
Plant BP01
Order type PM03
Final confirmation
Post open reserves
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Field name Description User action and values Note
Propose dates
Propose activities
Mat. movement: All components
Goods movement
Field name Description User action and values Note
Plant BP01
Order type PM04
Final confirmation
Post open reserves
Propose dates
Propose activities
Mat. movement: All components
Goods movement
Field name Description User action and values Note
Plant BP01
Order type PM05
Final confirmation
Post open reserves
Propose dates
Propose activities
Mat. movement: All components
Goods movement
Field name Description User action and values Note
Plant BP01
Order type PM06
Final confirmation
Post open reserves
Propose dates
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Field name Description User action and values Note
Propose activities
Mat. movement: All components
Goods movement
4. Save your settings.
Result Control parameters for completion confirmations are defined.
3.37 Defining Causes for Variances Use The purpose of this activity is to define reasons or causes for deviations.
Procedure 1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Define Causes for Variances
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plnt BP01
Description Machine malfunction
Field name Description User action and values Note
Plnt BP01
Description Operating error
Field name Description User action and values Note
Plnt BP01
Description Defective material
4. Save your settings.
Result Reasons or causes for deviations are defined.
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3.38 Defining Currency for Maintenance Statistics Use The purpose of this activity is to define in which currency plant maintenance statistical data is managed.
Procedure 1. 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 Note
Statistics currency EUR
Short text Euro
3. Save your settings.
Result Currency for Maintenance Statistics is defined.
3.39 Assigning Value Categories to Maintenance Cost Key Figures
Use The purpose of this activity is to allocate value categories to PM cost key figures predefined by SAP. The value category generally groups several cost element accounts together.
Procedure 1. 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:
Field name Description User action and values Note
CostKeyFig IADIENKOS
Value cat. 610
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Field name Description User action and values Note
Key figure descript. Services
Value cat. descript. Services
Field name Description User action and values Note
CostKeyFig IAMATKOSE
Value cat. 600
Key figure descript. Internal employees
Value cat. descript. Internal activities
Field name Description User action and values Note
CostKeyFig IAMATKOSF
Value cat. 620
Key figure descript. External material
Value cat. descript. Subcontracting
Field name Description User action and values Note
CostKeyFig IAPERKOSE
Value cat. 630
Key figure descript. Internal employees
Value cat. descript. Internal activity
Field name Description User action and values Note
CostKeyFig IAPERKOSF
Value cat. 649
Key figure descript. External employees
Value cat. descript. External employees
Field name Description User action and values Note
CostKeyFig IASONSTKOS
Value cat. 999
Key figure descript. Miscellaneous costs
Value cat. descript. Miscellaneous
4. Save your settings.
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Result Value categories to maintenance cost key figures are assigned.
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