plant maintenance customizing

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Plant Maintenance Customizing IMG – Implementation guide for (R/3) customizing Implementation Guide for R/3 Customizing (IMG) The IMG (Implementation Guide for R/3 Customizing) Lists all actions required for implementing the SAP System Helps you to control and document the implementation Please note that the paper version of the IMG is shorter than the online version. In the online system, additional information is provided. The SIMG_ALL structure is the library that contains all sections for implementing the various components (for example, Materials Management, Sales & Distribution, Financial Accounting). Plant Maintenance and Customer Service This section contains all the information required for the implementation of Plant Maintenance and Customer Service. Topics Master Data in Plant Maintenance and Customer Service Maintenance of Plans, Work Centers, Task Lists and PRT’s (Production Resource Tools). Maintenance and Service Processing Information System for Plant Maintenance and Customer Service Work Clearance Management. See next page Page 1 of 105

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Page 1: Plant Maintenance Customizing

Plant Maintenance Customizing IMG – Implementation guide for (R/3) customizing

Implementation Guide for R/3 Customizing (IMG)  

The IMG (Implementation Guide for R/3 Customizing)

Lists all actions required for implementing the SAP System

Helps you to control and document the implementation

Please note that the paper version of the IMG is shorter than the online version. In the online system, additional information is provided.

The SIMG_ALL structure is the library that contains all sections for implementing the various components (for example, Materials Management, Sales & Distribution, Financial Accounting).

Plant Maintenance and Customer Service

This section contains all the information required for the implementation of Plant Maintenance and Customer Service.

Topics Master Data in Plant Maintenance and Customer Service Maintenance of Plans, Work Centers, Task Lists and PRT’s (Production Resource

Tools). Maintenance and Service Processing Information System for Plant Maintenance and Customer Service Work Clearance Management.

See next page

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1.1. Master Data in Plant Maintenance and Customer Service

Topics : Basic Settings, Technical Objects and Bill of Materials

This menu contains the information for the implementation of Plant Maintenance.

You must have defined the plant maintenance organizational structure in your system before you proceed with customizing.

This involves maintaining the planning plants and maintenance plants as organizational units.

A distinction is made in Plant Maintenance between planning plants and maintenance plants. Maintenance plant

You can manage technical objects and the work centers responsible for for carrying out the work in a maintenance plant.

Planning plant

The planning plant is a plant where you define maintenance task lists, carry out materials planning on the basis of the BOMs in task lists and perform maintenance orders, manage and schedule maintenance plans, enter maintenance notifications and process maintenance orders for the associated maintenance plants.

Recommendation

You should always use planning plants when maintenance planning is to be carried out centrally in one plant for several plants. If each plant is independent from a maintenance point of view, each plant is then also a planning plant.

Note on the implementation of Plant Maintenance

Note that there are many areas that will overlap with the implementation of components 'MM' (Materials Management) and 'PP' (Production Planning) when you are customizing the system for Plant Maintenance.

If you discover settings that are not relevant to Plant Maintenance, you should only change or delete these after consultation with the appropriate project groups.

1.1 Basic Settings

In this step, you maintain the settings that cannot be directly assigned to any master data area.

1.1.1.a Maintain Authorizations for Master Data

In this section, you see which authorization objects are defined in the standard system for the individual application functions. You can maintain authorizations for these objects in the R/3 System.

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The easiest way to maintain authorizations is by using roles.

Note that the maintenance of authorizations using roles is a new function. The previous procedure is still supported and is described below.

This step is used to create Activity groups and generate authorization profiles using the Profile Generator.

Activities

To assign an authorization profile to a user, do the following:

1. Create an activity group2. Enter a description3. Select transactions4. Create and edit authorizations5. Assigns users and compare the user master (in doing so, the profile is entered in the user's master record)6. Transport activity groups, if desired

Detailed documentation

For more information about the procedures, see transaction documentation

Note

You can also use authorization profiles you created manually or were delivered by SAP, in activity groups. You can create an activity group without a menu and include the corresponding profile in the authorization data of the activity group.

In the fourth step, choose "Edit -> Add authorization -> From profile" to add the authorization profile data to the activity group.

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Below, you can find information about the previous procedure for versions up to and including 4.0.

Authorization objects

The following list shows which authorization objects are checked for the individual application functions.

Functions for... Authorization object

Process equipmentI_BEGRP Authorization group

I_IWERK PM planning plant I_SWERK Maintenance plant I_BETRVORG Business operations I_INGRP Maintenance planner group I_KOSTL Cost center

Classify equipment C_TCLA_BKA Class types

Process functional locationsI_BEGRP Authorization group

I_IWERK PM planning plant I_SWERK Maintenance plant I_BETRVORG Business operations I_INGRP Maintenance planner group I_KOSTL Cost center

Classify functionallocations C_TCLA_BKA Class types

Process network links I_BEGRP Authorization groupI_IWERK PM planning plant I_SWERK Maintenance plant

Classify network links C_TCLA_BKA Class types

Material M_MATE_STA Maintenance statusM_MATE_BUK Company codeM_MATE_WRK Plant M_MATE_VKO Distribution channelM_MATE_LGN Warehouse

Classify material C_TCLA_BKA Class type

Bills of material C_STUE_BER Bills of material

Process permits I_SOGEN Permits

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Process measuring pointsI_BEGRP Authorization group

Authorizations for preventive maintenanceMaintenance plansI_INGRP PM planner group maintenance item

I_KOSTL Cost center for maintenance itemI_BEGRP Authorization group

Authorization for PM task listsTask lists I_ROUT General task list maintenance

I_ROUT1 Task list authorization detail

Authorizations for notification processingPM notifications I_IWERK PM planning plant

I_SWERK Maintenance plant I_QMEL Notification types I_VORG_MEL Business operations

You can obtain an overview of the possible operations using transaction 'OIAH'.

Classify notifications C_TCLA_BKA Class types

Authorizations for order processingPM orders C_AFKO_AWK Order types

C_AFKO_DIS MRP controllers C_DRAW_TCD Documents transactions C_DRAW_BGR Authorization group documentsI_IWERK Maintenance planning plant I_SWERK Maintenance plant I_AUART Order typesI_KOSTL Cost centerI_SOGEN PermitsI_INGRP Maintenance planner group I_VORG_ORD Business operations orders

You can obtain an overview of the possible operations using transaction 'OIAH'.

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Classify orders C_TCLA_BKA Class types

Comp.confirmationsI_IWERK maintenance planning plant

Standard settings

In the SAP standard delivery, authorizations are provided for all authorization objects of the application.

You will find for authorization objects

Maintenance authorizations

Display authorizations

The delivered authorizations are valid for all organization units.

Activities1. Check the delivered authorizations as follows:a) Select the object class for the application.You see the list of authorization objects.b) Select an object.You see the list of authorizations for this object.2. If necessary, create new authorizations:a) To do this, select Authorization -> Createb) Enter the authorization and a short text.c) Select a field to maintain individual field values.d) Save and activate the new authorization.

Note

The authorizations listed here refer to functions in Plant Maintenance. Remember that your users may need further authorizations to edit business processes.

You transport authorizations as follows:

1. Display the list of authorizations.2. Select the object class.3. Choose Authorization -> Transport.4. Select the authorizations you wish to transport.5. Confirm your selections and enter the correction number.

1.1.1.b Define User Status

This section explains how to adapt general SAP status management to your requirements.

General information on status profile and status management

Management of the different statuses in the SAP System is divided up according to

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system status and

user statuses

System status

The SAP System contains in a central table a basic store of statuses that are valid for all applications and can be used by all applications.

These statuses are maintained by SAP and cannot be changed. They are referred to as system statuses.

Business transactions

The SAP System contains in a central table a basic store of business transactions that are valid for all applications and can be used by all applications.

These business transactions are maintained by SAP and cannot be changed.

Business transaction - system status

A further central table, also predefined by SAP, defines a system status for every business transaction and indicates whether or not the corresponding system status is deleted or set during the business transaction.

Objects - business transactions

Another table defines the business transactions that are allowed for each SAP object (order, equipment and so on). This allocation is also predefined by SAP.

Result

The allocations listed above define all the system statuses possible for an object and the system statuses that are set for the different individual business transactions.

Status profile

You can define your own status profiles in menu option "User statuses". Every status profile must be allocated to at least one object.

Every status profile contains one or more statuses allowed.

For each of these statuses, you can determine the system response within the business transactions predefined by SAP.

In the status profile you can

define your own statuses (user statuses) and document their function in a respective long text

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determine the sequence numbers for user statuses which predefine the possible sequence for processing user statuses

define an initial status which is activated automatically when creating the object

determine which user status is automatically activated when carrying out a business transaction

define which operations are allowed or prohibited if a certain status is active

Status number

You can define a status order number for every user status.

The status order number determines the sequence in which the user statuses can be activated.

If you do not assign a status order number to a user status, the user status can always be set. However, there can only be one user status with a status order number active at any one time.

If you assign a status order number to a user status, you must also specify a lowest and a highest status order number for the status. These limit the order number interval from which the following user status can be chosen.

Example of status order number

Example of equipment status

SAP supplies the following business transactions for equipment:

set deletion indicator

cancel deletion indicator

install equipment

dismantle equipment

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When maintaining the status profile, you can determine for every status within the profile whether equipment of this status can be installed or dismantled and whether a deletion indicator can be set or not.

You can also determine in status maintenance whether, for example, the deletion indicator is set automatically and whether the system should respond with a warning or an error message when a deletion indicator is set.

Maintenance objects for which status profiles can be maintained: equipment

functional locations

maintenance notifications

Note

In the menu for the configuration of equipment, you can specify a status profile as a default value for each equipment category.

For maintenance notifications, only a single status profile is allowed.

Actions

Define the user statuses for the individual maintenance objects.

1.1.1.c Create Authorization Keys for User Status Authorizations

In this step you define authorization keys which you can use to set up authorization checks when you manually set or delete a user status. When the system sets a user status as a reaction to business transaction, it does not perform an authorization check.

When you set or delete a user status , the system checks whether the user is authorized for this action. In addition to the status profile and the object type, the system also checks the authorization key assigned to the user status in question.

Example

You want to define that certain user statuses can be changed only by a specified employee group.

To do this, create an authorization key and assign it to the relevant user statuses.

In the general authorization maintenance you can then assign authorizations for this key via the authorization object B_USERSTAT.

Activities1. Check whether you want to define authorizations for your user statuses.2. If necessary, create authorization keys as follows:

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a) Choose "New entries".b) Enter a key and an explanatory text in the appropriate fields and choose "Save".You have now created the authorization key.3. Assign the authorization key to one or more user statuses in your status profile.4. Define corresponding authorizations and include them in the relevant authorization profiles.

1.1.1.d Define Currency for Maintenance Statistics

In this step, you can define the currency in which plant maintenance statistical data is to be managed.

When specifying the currency for maintenance statistics, the following points should be considered.

The selected currency is valid for the whole client.

All the fields in plant maintenance that are currency-dependent and that go into the statistical data are automatically translated into the currency for the statistics.

The date with which the exchange rate is calculated is determined by the system on the basis of the field and cannot be changed. For example, the acquisition date of a piece of equipment is taken as a basis for the conversion of the acquisition value. For the conversion of the value fields of a maintenance order, the order creation date is taken as basis.

Recommendation

You should always define a currency for statistics. If you work without a currency for statistics, all the value fields of the Plant Maintenance System are stored in the original currency of the document or master record. This will lead to different currencies also being stored in the statistics file.

As a result, any analysis of the statistics file made on the basis of the currency fields will be of little use, as currency conversion will not be carried out for evaluations and therefore value fields containing different currencies will be added together.

Note on changing the currency for statistics

Changing the statistics currency is also possible even after records have already been stored in the statistics file.

However, this means that the currency fields in the information structures of the statistics file have to be restructured.

You can set up the statistics file again with report 'RMIPS000'. However, this is only necessary if statistical data already exists and the currency for the statistics has been changed.

Activities

Define the currency for the plant maintenance statistical data.

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1.1.2 Permits

In this section you will learn how to customize permits for maintenance order processing.

You can use permits to define certain rules or conditions which are to be observed during the execution of maintenance tasks.

With the master record maintenance transactions, you can allocate the permits to the individual pieces of equipment and functional locations.

Furthermore, you can define permit categories. Every permit can be allocated to a permit category.

Consequently, the permit categories represent a possibility for grouping or classifying permits, and can be used for information and analysis purposes.

Business background

When allocating one or more permits to a PM object, you can define at which time the permits must be issued during order processing.

You have the following options:

permit issue necessary before order release

permit issue necessary before order completion

For every permit, you can define whether

it must be issued (error message if permit is not issued)

it can be issued (warning message if permit is not issued)

there should be no system response when the permit has not been issued.

Example

You define the permit 'Driver's license for industrial trucks' for a piece of equipment. The equipment is installed at a functional location to which the permit 'Special fire-resistance check' is assigned.

'Driver's license for industrial trucks' and 'Special fire-resistance check' are proposed as possible permits.

Note

If you mark the 'Proposal' field when maintaining the permit in the object master record, the permit will be automatically assigned during order processing.

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Further information

Furthermore, you can enter an object-specific and a permit-specific long text for every permit in the PM object master record and define whether the permit and the corresponding text should be printed with the shop papers.

In order processing, you can select via the function 'Assign permits' all permits which are defined for the PM object itself or for the objects above the object in the hierarchy

1.1.2 a Define Permit Categories

Every permit must be allocated to a permit category .

In this step you define these permit categories, which are used for information and documentation purposes.

You can represent groups of permits that belong together via the permit category.

Example

You want your permits divided into:

work permits

safety permits

access permits

Solution: Define three permit categories and allocate each permit to a permit category.

Activities

Define the permit categories.

1.1.2 b Define Permit Groups

In this step, you define a permit group and assign a permit class to it.

You can currently only define one permit group.

The permit class must belong to class type '049', class type for permits.

The permit class currently fulfills the following functions in the maintenance order:

Classification of permits

Automatic selection of permits

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The number and type of possible permits relates directly to the associated maintenance objects. This means that new permits may be necessary at any time due to new equipment master records or new functional locations. Legal requirements can also require the creation of new permits.

For this reason, you maintain new permits using the application menu.

Note

You should maintain the necessary permits here and inform your employees that additional permits can be added at any time using the application menu.

Note that the change of the permit class in the current operation is critical because existing permits can be assigned to the old class and lost in the change.

1.1.2 c Set List Editing for Permits

Here you can set the list of permits.

It is recommended that several variants are defined, so that, for example, outstanding permits and those already issued can be considered separately. Each user can, of course, predefine a selection just for the permits which they can issue themselves.

Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display.

Procedure

When you execute the function, you reach a screen in which you have several selection options.

You usually find the functions:

Selection screen list display mode

Selection screen list change mode

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'.

By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields.

The attributes have the following meaning:

Protected

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This means that this field is displayed in the selection screen, but is not ready for input.For example, you have a selection field with a value which should not be changed by the user.

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion.

Variable

This means that this field is given a variable, not a concrete value.For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note

Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name.

If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'.

Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'.The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction.

Maintenance or user-specific selection screens

This function is not set using Customizing.The individual user maintains the user-specific selection variants by calling up and executing the individual transaction.The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'.The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used.

Setting the field selection settings

You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list.

Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection.

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For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Measuring Points, Counters and Measurement Documents

In this section you make the settings for the measuring points.

You need measuring points if you want to manage measurement readings or counters for technical objects in the system.

Define Measuring Point Categories

In this step, you define categories. You always need measuring point categories if you want to record measurement or counter readings for or functional locations.

Measurement readings and counters refer to characteristics in the classification system and are uniformly managed as measuring points in the system.

You can create measurement readings:

Directly using the transaction

From notification processing

From order processing

From order completion confirmations

Example

You want to define a measurement reading 'tire pressure' for a technical object. To do this, you must first define a measuring point category.

The measuring point category defines:

Whether a measurement position is unique

You can use the unambiguity of the measurement position to allow the same measurement reading to be defined several times for different measurement positions on a technical object (for example, measurement position 1 'pressure in left front tire', measurement position 2 'pressure in right front tire').You can use the unambiguity check for the measurement position to prevent a measurement position from being defined several times for each object or even for all objects.

Which catalog type is used for entering measurement readings

You can also use catalogs to enter measurement and counter readings

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Catalogs can be used to define permissible values for a measuring point that you select when recording a measurement reading using the catalog hierarchy.

You can then use this function when you want to predefine qualitative or descriptive measurement readings in catalogs, or if you also want to use these predefined values when entering counter readings.

System response when the measurement reading is exceeded

Tolerance time allowed for entering future measurement readings

This is specified in seconds.The function is only advisable if the measurement readings are transferred from another system whose CPU time (the time when measurement readings were entered) is different from the CPU time for the SAP System.

You can then enter a characteristic in the classification system which is assigned to a unit of measurement 'Pressure'.

You can use the transaction for master record maintenance to define a measuring point 'Pressure' and assign this to the new characteristic 'Pressure'.

You must use the characteristics in the classification system when you want to define counters.

Requirements

The catalog functions should be maintained.

Standard Settings

The standard system contains one measuring point category.

Recommendation

Before you start maintaining measuring points for your objects, you should create all characteristics, which are used as characteristics for measuring points, in the classification system and provide them with a common group of characteristics.This will help you to select the characteristics that are useful for entering measuring points. These characteristics need not be assigned to a certain class type, and you are also not required to define a class for these characteristics.

Activities1. Check the delivered measuring point category.2. Adapt the delivered measuring point category to your requirements.3. Define new measuring point categories if necessary.

Create Number Ranges for Measuring Points

In this step you define number ranges for measuring points.

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Notes

As the numbers for measuring points are assigned internally, you should work with the standard settings. If you want to make changes, you should always use number range 01.

Activities1. Define number ranges for the measuring points.2. If necessary, change the standard settings.To do this, use number range 01.

You transport number range objects as follows:

In the initial screen, choose Interval -> Transport.

Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export.

Dependent tables are not transported or converted.

Create Number Ranges for Measurement Documents

In this step you definenumber ranges for measurement documents.

Notes

As the numbers for measurement documents are assigned internally, you should work with standard settings. If you want to make changes, you must always use number range 01.

Activities1. Define the number ranges for the measurement documents.2. If necessary, change the standard settings.To do this, use number range 01.

You transport number range objects as follows:

In the initial screen, choose Interval -> Transport.

Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export.

Dependent tables are not transported or converted.

Set List Editing for Measuring Point Lists

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Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display.

Procedure

When you execute the function, you reach a screen in which you have several selection options.

You usually find the functions:

Selection screen list display mode

Selection screen list change mode

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'.

By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields.

The attributes have the following meaning:

Protected

This means that this field is displayed in the selection screen, but is not ready for input.For example, you have a selection field with a value which should not be changed by the user.

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion.

Variable

This means that this field is given a variable, not a concrete value.For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note

Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name.

If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'.

Maintenance of selection variants

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When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'.The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction.

Maintenance or user-specific selection screens

This function is not set using Customizing.The individual user maintains the user-specific selection variants by calling up and executing the individual transaction.The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'.The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used.

Setting the field selection settings

You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list.

Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection.

For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Set List Editing for Measurement Document Lists

Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display.

Procedure

When you execute the function, you reach a screen in which you have several selection options.

You usually find the functions:

Selection screen list display mode

Selection screen list change mode

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'.

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By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields.

The attributes have the following meaning:

Protected

This means that this field is displayed in the selection screen, but is not ready for input.For example, you have a selection field with a value which should not be changed by the user.

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion.

Variable

This means that this field is given a variable, not a concrete value.For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note

Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name.

If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'.

Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'.The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction.

Maintenance or user-specific selection screens

This function is not set using Customizing.The individual user maintains the user-specific selection variants by calling up and executing the individual transaction.The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'.The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used.

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Setting the field selection settings

You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list.

Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection.

For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Warranties

In this section, you make the settings for the warranties. You can make settings for warranties that you can use, as well as for warranties that you give to your contractual partners.

Check Warranty Categories

In this step you check the warranty category .

You can determine for each of the warranty categories whether warranties of this warranty category can be classified using the classification system.

Classification of warranties is useful when you want to manage several warranties and grouping warranties by means of the classification system makes it easier to find individual warranties.

Remember that you can define various warranty types, which facilitates the broad structuring of warranties alongside the classification system. Searching via warranty types is possible via matchcodes.

Standard Settings

In the standard system, a distinction is made between two warranty categories.

For warranty category 'I', you are the warrantee.

For warranty category 'O', you are the guarantor.

Notes

You should change the settings only if you do not want to use one of the warranty types.

Delete warranty category 'I', if you are never the warrantee, or you do not want to manage these warranties at your equipment.

Delete warranty category 'O', if you never want to manage warranties that you make available to your customers using your customer equipment.

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Activities1. Check the delivered warranty categories.2. Determine for each warranty category whether you want to use the Classification System for warranties of the corresponding warranty category.

Define Warranty Types

In this section, you can define your own warranty types.

Each warranty type must be allocated to a warranty category.

Example

You can use several warranty types for a warranty category to distinguish, for example, manufacturer warranties from vendor warranties.

Standard Settings

When creating the warranty types, you will see some fields which are not ready for input. These fields are reserved for future developments and cannot, at present, be maintained.

Activities

Define your warranty types.

Allocate each warranty type to a warranty category.

Define Number Ranges for Warranty Types

In this step, you can define number ranges for the individual warranty types .

You have the following options for assigning numbers:

internal number assignment

With internal number assignment, numbers are assigned automatically by the SAP system. The number range 01 must be created.

external number assignment

With external number assignment, numbers are assigned manually by the user. The number range 02 must be created.

Activities

For each warranty type, define an internal or external number range.

You transport number range objects as follows:

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In the initial screen, choose Interval -> Transport.

Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export.

Dependent tables are not transported or converted.

Maintain Transaction Start Default Values for Sample Warranties

In this step, you can define defaults for the transactions:

Create master warranty

Change master warranty

Display master warranty

You can define here which

warranty type is to be proposed;

whether the activity overview screen or

the detail screen for entering a warranty with counters should be displayed, or

whether the initial screen is to be skipped when the transaction is called.

Activities

Check which screen comes next for the individual transactions of your business requirements.

Maintain the defaults for the master warranties.

Define Warranty Counters

In this step you can define warranty counters and specify one warranty counter as a default counter. This counter will be copied automatically when you create a master warranty.

Note

You must make these settings when you set up performance based warranties.

Activities

Define the warranty counters.

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Additional information

It is possible to transport settings into another client or SAP system, but remember that this should be done only if the characteristics in the target system correspond exactly to the characteristics defined here.

Partners

In this section, you adapt the presettings for the field selection for list display of partner data to your requirements.

The settings apply to partner data for:

Functional locations

Equipment

Notifications

Orders

Define Partner Determination Procedure and Partner Function

In this step, you define the partners for service and maintenance processing.

The following partner types are defined in the system:

Customer (customer number)

Contact person

Vendor (vendor number)

User

Personnel number

Organizational unit

Position

You can define partner functions centrally for all the applications in Logistics and assign a particular partner type to these.

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For example, you can assign the partner type "Customer" (with customer master and customer number) to the partner function "Sold-to-party".

You can define

partner determination procedures and assign any number of partner functions to each one.

You can define whether a particular role in the notification or order should be changeable, and whether it is obligatory.

A group of partners (processor, person responsible) belongs to each notification type and order type.

You therefore assign an appropriate partner determination procedure to each notification type and order type. You also assign the partner functions to each notification type and order type. Here you define which role should be assigned to a particular function (for example, employee responsible).

For pieces of equipment, you define the partner determination procedure under Technical objects -> Equipment - Assign partner determination procedure to equipment category . You can synchronise the functions Vendor, current customer, customer, final customer, operator with the partner functions.

Recommendation

Use the partner determination procedures contained in the standard system and their assignments to notification types and order types. If you want to use your own partner determination procedures, you can use the notification types, order types, and partner determination procedures predefined by SAP as a reference.

Activities1. Define the partner functions and partner determination procedures.2. Assign a partner determination procedure to each notification type and order type and name the corresponding partner functions for the header screens of the notifications and orders.

Copy Partner Functions to Master and Movement Data

In this work step, you can define which of your partner functions should be copied automatically into the corresponding movement data.

You can make this assignment unique for each partner profile and each partner function.

In the master data, you can maintain partners for:

Functional locations

Equipment

Serial numbers

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The partner functions can be copied fron the master data objects in:

Notifications

Orders

Special case: Service Management and SD delivery

Partner functions indicated here are copied from SD deliveries in the serial number master records.

Recommendation

You can use this indicator to reduce the manual maintenance requirements for maintaining partner data in the processing of maintenance and service tasks.

If you do not set the indicator, you can still copy the partners in the notification or in the order using the function code or maintain new partners manually.

If the indicator is set, you can, of course, still add new partners to the notification and order.

Define Field Selection for List Display of Customer Data

In this step you can define the fields and their sequence for customer data list displays.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

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Activities

Define the fields and their sequence for customer data list displays.

Define Field Selection for List Display of Vendor Data

In this step you can define the fields and their sequence for vendor data list displays.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the fields and their sequence for vendor data list displays.

Define Field Selection for List Display of Personnel Data

In this step you can define the fields and their sequence for HR data list displays.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

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Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the fields and their sequence for HR data list displays.

Define Field Selection for List Display of Contact People

In this step you can define the fields and their sequence for contact person list displays.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the fields and their sequence for contact person list displays.

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Define Field Selection for List Display of Organizational Units

In this step you can define the fields and their sequence for the list display of organizational units.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the fields and their sequence for the list display of organizational units.

Define Field Selection for List Display of Positions

In this step you can define the fields and their sequence for the list display of positions.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

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An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the fields and their sequence for the list display of positions.

Define Field Selection for List Display of User Data

In this step you can define the fields and their sequence for user data list displays.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the fields and their sequence for user data list displays.

Define Field Selection for List Display of Address Data

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In this step you can define the fields and their sequence for address data list displays.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the fields and their sequence for address data list displays.

Field Selection for Partner Addresses

You can use this step to define which fields should be displayed for creating or changing an address for each partner function. The field selection for each partner function is valid in both notifications and orders. It is not possible to distinguish between the field selections for creating and changing.

Requirements

Create the relevant transaction variant which reflects your field selection. It is advisable to display a transaction variant using only one screen variant.

Create Transaction Variant

Search Helps in Plant Maintenance and Customer Service

In this step, you learn how to revise or redefine the available search helps (previously known as matchcodes).

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You can find information about the functions for search help maintenance in the R/3 Library under Basis -> ABAP Development Workbench -> ABAP Dictionary -> Search Help.

Recommendation

To maintain the search help functions, technical knowledge of the ABAP Dictionary is required. The search help functions should be maintained by the system administration.

Standard Settings

The search helps provided in the standard system will suffice in many cases.

Activities1. Check whether the search helps in the standard system are sufficient for your requirements.2. If necessary, add the search helps for the relevant search help objects.

Further Notes

Search helps are created for all clients.

Note that having a large number of search helps can impair system performance. Check which search helps you want to use for your work area. You can deactivate search helps that you do not use.

To improve performance, it may be necessary to structure indices for the new or changed search helps.

From Release 4.0, the conventional matchcode search has been replaced by an improved search help. The maintenance transaction AD20 is now used for search help objects. Transaction AD21 can now be used to maintain the conventional matchcode objects.

Technical Objects

In this section, you make the necessary settings for the technical objects, for example,

pieces of equipment

functional locations

material master records in Plant Maintenance

General Data

You can maintain the general data for Plant Maintenance master data in this menu option.

This data will then be universally valid for all the master data objects in Plant Maintenance.

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Define Types of Technical Objects

In this step, you define the types of technical objects.

You can assign each piece of equipment and each functional location to a type of technical object . This allows pieces of equipment that have the same use, for example, to be combined into groups. You can use this grouping for evaluating your master data or maintenance data.

The types of technical objects are also used as a grouping instrument in fleet management.

Activities

Assign a key and a description for each type of technical object.

Define Plant Sections

You define your plant sections in this step.

The plant section enables you to subdivide the maintenance plant from the point of view of production responsibility. The person responsible for the plant section is the contact for coordination between production and plant maintenance.The plant section can be used for evaluation purposes.

Every piece of equipment and functional location can be assigned to a plant section.

Note

You can also specify a plant section when processing maintenance tasks.

Activities

Define your plant sections.

Define Planner Groups

This step allows you to define maintenance planner groups.

Planner groups or maintenance planning groups must be defined separately for each planning plant.

Depending on the size and structure of your company, a maintenance planning group may be an individual department (for central work preparation), a group of skilled craftsmen or a workshop.

Every piece of equipment and functional location can be allocated to a maintenance planning group.

Maintenance planning groups can also be used for evaluation purposes.

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Note

You must also specify a maintenance planning group when processing

maintenance tasks.

ActivitiesDefine your maintenance planner groups.

Define ABC Indicators

You can define your 'ABC indicators' with this step.

You can form object categories by means of the ABC indicator.

The characteristics of the ABC indicator can be used as a selection criterion in evaluations.

You can determine which particular values are to be valid as ABC indicators and the meaning that is given to these values.

The ABC indicator can be entered in equipment as well as functional locations .

Actions

Define the ABC indicators

Proceed

Define Authorization Groups

This menu option allows you to create the authorization groups for your technical objects.Authorization groups are used to categorize similar objects from the point of view of authorizations.

Example

You have two maintenance departments, truck fleet and production. There is a series of equipment in the system for both departments. You want to ensure that a user 'A' may edit only equipment of the truck fleet, and a user 'B' only equipment from the production area.

To do this, define two authorization groups and assign these to the two users 'A' and 'B' in their user master record.

The equipment must also be assigned to the two authorization groups.

The two users can then only edit objects from their own user department.

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Note

If no authorization group is entered in an object, the check is not carried out. If this is the case, the user may edit the object.

Activities

Define the authorization groups for your technical objects.

Set View Profiles for Technical Objects

This step enables you to combine screen templates for technical objects.

The data fields for the technical objects are sorted by contents, what are termed, screen groups.

For each screen group, for example, pieces of equipment, you can define one or more view profiles.

Each view profile enables you to assign pre-grouped and accompanying data fields to individual screen templates.

These screen templates can be labeled individually using tab pages.

For example, there are screens for:

General data

Location data

Organizational data

Structure data

Fleet object data

To make the tab pages visible in the maintenance transactions, they must be labeled as active.

You can assign a view profile to each equipment category or functional location category, and each fleet object type.

Recommendation

Check the standard system closely.

Define Object Information Keys

In this step you can define different object information keys.

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An object information key can be assigned to

functional location categories

equipment categories

notification types

PM order types

Via the parameterization of the object information key, you determine the data of a technical object (equipment, functional location, structure) that is shown in a special information window.

Furthermore, the object information contains history data from the PM Information System and data from the notifications and orders carried out.

Via the parameterization of the object information, you can define whether the notification and order information should be displayed

for a technical object,

for the higher-level object, or

for the entire structure.

Furthermore, you can determine whether the object information should be displayed

via a pushbutton or

automatically when object information is selected for the object specified.

To activate the display depending on notification and order data, you can define threshold values which are used to select historical data through the PM Information System. When one of the threshold values is reached, the object information is displayed and is indicated with the symbol

@03@ in the object information mask.

Example

You want to make sure that object information is always displayed if a contract is created for an object or if at least 5 notifications or at least 4 orders were carried out in the last 365 days. The system should take the last 365 days as well as completed notifications into account when selecting notifications.

Completed and outstanding notifications should be displayed in the object information.

To do this, you need to make the following settings.

Mark the field automatically.

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Mark the field Contract.

Enter 365 in the field No. days for notifications in the information system.

Enter 5 for NotifsCreated.

Enter 4 for Orders created.

Enter 365 for Notifications selection as well.

Mark the field SelComplNotifs.

Mark OutstdgNotifs and CompletedNotifs to display the last notifications in the object information.

Further Information

Object information is always automatically shown when one of the threshold values defined above is reached.

The object information can continue to be included automatically, if:

the outstanding notifications indicator

contract indicator

completed notifications

contract indicator or

classification is set automatically.

Further Notes

In the data fields for classification, you can specify the views in classification whose data should be displayed in the object information.

Note that the views for each class type can be defined freely in Customizing. For this reason, no

F4 Help is possible. Here, you can check the Customizing of class types.

You can maintain three fields for the classification:

Automatic view: When you enter the number of a view in this field, the object information is included automatically if a characteristic of the class of the reference object is assigned to the chosen view.

Display view: In this field, you can enter the view of a class whose characteristics should be entered in the object information screen. These characteristics are indicated with the symbol

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@03@.

By selecting the characteristics field, the features of the characteristics are entered in the object information.

You should use the standard class types of your objects for the object information.

Information system and notification selection fields

Note that a search will be performed via the PM Information System and also via the notification file if the fields for notification selection are marked.

If you select the field 'SelComplNotifs', completed notifications will also be selected from the notification file.

The entries in the next line refer to the display of the notifications selected.

You can define there whether the object information display is to contain

outstanding and/or

completed notifications

Define Selection Procedure for Structural Display and BOMs

Here you can define how the display programs for the structural display of hierarchies and bills of material obtain the data.

The settings are only used for performance and do not influence the scope of the data displayed.

Example

You have defined very broad and deep structures for your functional locations.

If a user chooses the stuctural display of a functional location as far as the fourth level, the next level down is read automatically by the program.

This means that under certain circumstances tree-type structures may take much longer to read which adversely affects performance.

The same also applies for BOM structures. If a user chooses a bill of material, normally the complete bill of material is imported with all the sub-nodes.

Standard Settings

In the standard setting, more data is read than the user originally selected.

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If you have performance problems with your system for the structural display or listing of BOM hierarchies, you can set the program up so that only the list selected by the user is read.

For BOM structures and functional location structures, only the desired levels are read and expanded.

Further Notes

This setting applies for all clients. For this reason, you can only maintain one entry.

Functional Locations

You will find all the actions required for the implementation of the functional locations and reference functional locations in this step.

Create Structure Indicator for Reference Locations/Functional Locations

You can define your structure indicators for functional locations and reference functional locations in this step. The structure indicator determines the edit mask and the number of the hierarchy levels when you create functional loction structures.

The edit mask defines:

the total length of the functional location number

the lengths of the individual blocks of the functional location number

the characters allowed

Numbers

Numbers --> Edit mask N

Letters

Letters --> Edit mask A

Numbers and letters

Numbers and letters --> Edit mask X

Note The characters allowed can be defined by field.

Once a functional location has been created for a particular structure indicator, the edit mask can no longer be changed.

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Activities

Define the possible edit masks for functional locations and reference functional locations.

Alternative Labeling of Functional Locations

In this step you can define whether you want to use alternative labeling systems for functional locations.

Example

You use a graphical information system in which the functional locations are managed using different labels or numbers to those in the R/3 System.

You want it to be possible for specific users to address the same functional location using the label from the graphical information system. A different label should be available for other users.

In the following settings, you can define whether different labeling systems are permitted for functional locations, and if so, how many.

Technical Information

These functions can be used to ensure that the key for the functional location is not linked to the display of the label on the screen.

This means that you can address the same functional location using different labels.

For this, the program uses an internal, unique number that is not transparent for the end-user.

Activate Alternative Labeling

In this step, you can activate alternative labeling for functional locations.

Example

You are using a geographical information system, in which the functional locations are managed using different labels and/or numbers to those in the R/3 System.

You want it to be possible for specific users to address the same functional location with the label from the geographical information system. A different label should be available for other users.

When maintaining the functional locations, each user can select one of the labeling systems and save it in their own personal user profile.

Technical Information

This functionality is made possible by the key of the functional location which is not dependent on the representation of the label on the screen. This means that you can address the same functional location using different labels. For this, the program uses an internal, unique number that is not transparent for the end-user.

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When these functions are activated, the length of the label for the functional location is increased from 30 to 40 characters and can be changed. When the label is changed, the system automatically creates a labeling history and prevents historical labels from being reused without this first being checked. The labeling history enables the interpretation of historical location labels in non-changeable documents outside the R/3 System.

Standard Settings

Alternative labeling is not active in the standard system.

Recommendation

To optimize performance, you should execute program RI_IFLOT2IFLOS after activating alternative labeling.

Define Labeling Systems for Functional Locations

In this step, you can define alternative labeling systems and give a corresponding description.

You can also define whether the labels should be checked for uniqueness across all labeling systems. Uniqueness is always checked within any individual labeling system.

One of the labeling systems must also be selected as a primary labeling system. This should be the system used by the majority of users.

The users can switch between the different labeling systems by means of user profiles. If the user has not created their own profile, then they automatically work with the primary labeling system.

Recommendation

For labeling systems 1, 2 and 3, the domains TPLNR_1, TPLNR_2 and TPLNR_3 are delivered with the relevant conversion routines in the standard system. You can use these domains to access specific labeling systems in list reports and print programs.

Therefore, you should not work with an unnecessary number of alternative labeling systems. For example, if you are using several CAD systems, you should not define as many labeling systems.

Further Notes

When creating a functional location, the user must normally assign a labeling system, structure indicator and location category. However, if in Customizing, only one feature is defined for one of these parameters, then the corresponding entry field is hidden automatically by the system and completed internally.

Define Category of Reference Functional Location

Reference functional locations help you to save time when entering locations. Changes to PM data, for example, only have to be made once to the reference functional location.

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For each category of reference functional location you can define the following:

the status profile

the default value for categories

These changes are then valid for all the 'genuine' functional locations that are derived from this reference functional location.

You can define various categories of reference functional locations here.

Note

You should always use reference functional locations when you use several systems of the same category and you want to represent them with functional locations.

Example

You have three filling machines with the same structure in your company. These filling machines are to be managed in the system with three different functional locations. You want to enter changes made by the manufacturer, for example, to the structure or to the technical data just once in the system.

Solution: You create a reference functional location for a filling machine. The actual functional locations or the actual filling machines are created with reference to the reference functional location "Filling machine". In the case of changes which affect all three filling machines the reference functional location is always changed. When the reference functional location is changed the actual functional locations, in other words, the actual filling machines, are also changed automatically.

Recommendation

The reference functional location category is used only for field selection. When a reference functional location refers to 'genuine' functional locations, the categories of the functional locations can be different. If you do not need a particular kind of field selection in the case of reference functional locations, you do not need to create any new categories of reference functional location.

Actions

Define the categories for the reference functional locations.

Define Structural Display for Reference Functional Locations

In this step you define the appearance of the structural display for reference functional locations.

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The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the appearance of the structural display for your reference functional locations.

Define Category of Functional Location

You can create different functional location categories in this step.

You can define the following for each functional location category:

status profile

partner determination procedure

default value for categories

field selection

whether change documents are created

a key defining the appearance of the dialog box for the object information.

Activities

Define your categories of functional locations.

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Note for the allocation of the partner determination procedure

When you allocate a partner determination procedure, you only define the possible partner functions. If you have defined mandatory functions in a partner determination procedure, the system tries to assign values to the mandatory partner functions (e.g. a vendor number).

Partner functions that are not identified as mandatory roles in the partner determination procedure are not assigned values by the application programs.

Define Field Selection for Data Screen for Reference Functional Locations

In this step, you can define the field selection for reference functional locations.

Note that this relates exclusively to data fields for reference functional locations.

The programs for functional locations and equipment master records were remodelled for version 4.5.

For this reason, the field selection also has its own transaction with different screens.

The field selection for functional locations and equipment can be defined together. Here you maintain the data fields for the reference functional location.

Equipment

In this step you configure the equipment master records.

Equipment Categories

You must allocate an equipment category to every equipment master record that you create.

You determine the features of an equipment master by its equipment category.

Decide which equipment categories you need to create on the basis of the control features:

screen sequence during the maintenance of master data

number interval and number assignment

ongoing usage history

option of installation at functional locations

documents verifying changes to master data

use as a production resource/tool

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status profile

equipment texts in several languages

In the following steps, you must group equipments you wish to manage under the SAP system in accordance with the criteria above and define characteristics for each equipment category.

Adapt the equipment categories configured to your company's requirements or define new categories if required.

Maintain Equiment Category

In this step you define the description for an equipment category and assign a reference category to this equipment category.

You use the equipment category to define the characteristics for an equipment master record.

Using the control characteristics, you can decide how many and which equipment categories you require.

The following control characteristics are available:

View profile for master data maintenance

Number interval and number assignment (you can choose between numerical and alphanumerical numbers)

Update of a usage history

Installation options at functional locations

Verification documents for master data changes

Usage as production resources/tools

Status profile

Equipment texts in several languages

Notes

You must define for each equipment category whether a usage history should be written.

Field selection is defined using the equipment reference categories.

In addition to the view profile, which provides you with a user-friendly set-up of the screen templates, you can also assign additional equipment views to each equipment category, for example, other data for internal enhancements, or sales data which is only required in special cases for equipment maintenance.

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However, these assignments are used solely to enable the system to be operated more easily; a deactivated view can always be reactivated again for each equipment master record. It is therefore an uncritical setting that can be canceled at any time.

Activities1. Specify the indicators for your equipment categories.2. Enter the descriptions for your equipment categories.3. Assign a reference category to each equipment category.

Define Additional Business Views for Equipment Categories

In this step, you can define other views for each equipment category. The views represent additional data screens for the equipment master record.

You can activate or deactivate the following views.

Sales data view

PRT view

Equipment configuration

Serial data view

View for other data

If you activate a view, the assigned data fields and screens can be automatically maintained.

If the views are deactivated, you can maintain the data fields and screens. However, you must call them up explicitly using one of the function keys.

Notes

You can change the views at any time.

The rigid assignment between reference equipment category and screen sequence (up to Version 3.1I) is replaced by the settings options for views.

Activities

Define the possible views for each equipment category by activating or deactivating the views.

Define Number Ranges

In 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.

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You have the following options:

internal number assigmnent

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 range for each equipment category. The same number ranges can be shared by several equipment categories.

Recommendation

SAP recommend that you use internal number assignment.As you can select pieces of equipment according to different criteria using matchcodes , you do not need to use a descriptive external number as a general rule.

Activities1. Define the number assignment category (internal and/or external) for each equipment category.2. Set up a group for each different number interval.3. Define the number interval for each group.4. Allocate each equipment category to a group.

You transport number range objects as follows:

In the initial screen, choose Interval -> Transport.

Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export.

Dependent tables are not transported or converted.

Settings for Fleet Management

In this section, you can make settings for fleet management.

You should use fleet management if, for example, you want to use technical objects to:

Represent fleets of vehicles with specific vehicle data

Perform consumption calculations

Assign View Profile and Equipment Categories to Fleet Object Types

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In this step, you define different types of fleet objects, for example:

Heavy goods vehicles

Cars

Fork-lift trucks

Trailers

An individual view profile, which defines the screen template layout for the fleet object-specific data, can be assigned to each of these fleet object types.

You can still define equipment categories allowed for the fleet object types.

Note, however, that in this setting undefined equipment categories can be used for fleet objects. When creating a fleet object, the system highlights the incompatibility with a warning message.

If you only define one equipment category for each fleet object type, this is proposed automatically when a new fleet object is created.

Example

For example, you can configure the screen templates differently for fork-lift trucks and heavy goods vehicles differently.

Requirements

The fleet object types must be defined in Customizing first as types of technical object.

Define Consumable Types

In this step, you can define consumable types. You can assign three consumable types to each fleet object.

Example

For example, you can define that a particular fleet object requires:

Lead-free petrol

A certain type of engine oil

A certain type of gear lubricant oil

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Further Notes

The settings are used solely for checking the permitted values and can be used for reporting functions.

Define Usage Types for Fleet Objects

In this work step, you can define different usage types for fleet objects.

The usage type can be freely defined by you. It is considered as a criterion for usage-related categorization.

Example

Here you can define, for example, whether a fleet object can be used:

Exclusively for business

Privately and for business

As company transport

For Executive Board purposes and so on.

Further Notes

The settings are used solely for checking the permitted values and can be used for reporting functions.

Define Engine Types for Fleet Objects

In this step, you can define different engine types for fleet objects.

The engine type can be defined freely by you. It is intended as a criterion for usage-related categorization.

Example

For example, you can define the following engine types for fleet objects:

Electric

Diesel

4-cylinder petrol

6-cylinder petrol and so on.

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Further Notes

The settings are used solely for checking the permitted values and can be used for reporting functions.

Make Settings for Units of Measurement for Monitoring of Consumption

In this step, you can make the settings for determining the energy and fuel consumption of your fleet objects.

Note that the common ways in which energy consumption is measured are already contained in the standard settings.

The design of the settings is outlined below.

Energy consumption for fleet objects can be calculated based on:

Time - for example, liters per hour

Distance - for example, liters per 100 km

However, the representation of consumption can vary in different countries. For example, you would define for Europe that fleet object consumption is usually specified in liters per 100 km, whereas in the United States, this would be miles per gallon (MPG). Nevertheless, the latter is still a distance-based calculation.

Technically speaking, consumption is represented as volume consumption per unit of time, or per unit of distance.

You can also find both these settings in the first table, and you must then only change them if you have defined a new unit of measurement for consumption. There is no reason to do this for fuel consumption.

All display units of the same dimension (for example, volume consumption per unit of distance) are grouped together with the display units of the inverse dimension (for example, distance per unit of volume consumption). On the detail screen, you can assign the accompanying display units to a unit group.

Standard Settings

Check the standard settings. Generally, you do not have to make any changes.

Define Special Measurement Positions for Fleet Objects

In this step, you can create special measurement positions, which contain special functions for fleet management.

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The measurement positions are used to perform fleet object-specific calculations, such as those for consumption, to create measuring points automatically, and as a basis for evaluation for the information system. The last two points have not been developed for Version 4.6A, but should be considered for your Customizing activities in the future.

You can assign certain attributes to each measurement position.

Define Calculation Method for Fleet Consumption Values

Here you can define the procedures for how the consumption values for fleet objects are calculated. Note that the most commonly used procedures are already delivered in the standard system, and you only need to make the relevant assignments.

First you define the unit required (for example, liters / 100 km, miles per gallon). This unit must first be assigned to a unit group.

You can assign any number of counters to a fleet object. To calculate the consumption, you must define here which fleet object counter is used for calculating the consumption. You enter this counter in the column 'Fuel'.

You have thereby defined the first basis of measurement for calculating the consumption.

In another column, you can enter the primary counter. The primary counter is the vehicle counter used to measure the distance or operating time, to which the vehicle consumption measured refers.

The following display units are provided:

Liters per 100 km

Miles per US gallon

Liters per hour

US gallons per hour

The next two settings define the period of time, for which the system should analyze service and consumption. You have the option of specifying a value in days for a short-term analysis and a long-term analysis.

Requirements

The counters and dimensions must be maintained completely. The required display unit must be assigned to a unit group.

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Standard Settings

One entry is available for each standard calculation method. You only have to make the relevant assignments.

Set Field Selection for Specific Fields in Fleet Management

In this step, you can define the field selection for the equipment master record.

The fields provided here are specific data fields from the equipment master record for fleet management.

For this reason, you should always consider influencing values.

If you select the influencing fields, you can find fields on the list which enable object-related field selection.

General Information on Field Selection

All screens, for which a field selection is possible, are summarized into individual screen modification groups (e.g. all detail screens for the confirmation of a maintenance order).

Modifiable and influencing fields are defined for each screen modification group:

For the modifiable fields, use indicators to specify how the individual fields in the screen are represented:

The field is ready for input (default setting)

The field requires an input (required field)

The field is only displayed

The field is suppressed

The field is highlighted

If, for example, in the list and detail screens of the confirmation in the order, you specify that the work center is a required entry, you must maintain the work center for all confirmations.

For the influencing fields, you specify how the modifiable screen is represented in the screen, depending on a value (e.g. that the work center is a required entry for a certain order type).

Your Options for Defining the Field Selection

You maintain the indicators of the modifiable fields, independently of a influencing value

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1. Place the cursor on a screen modification group.2. Press the function key Modifiable.You maintain a influencing value for an influencing field and then the indicators for the modifiable fields 1. Place the cursor on a screen modification group.2. Press the function key Influencing.All of the fields, for which you can enter influencing values, appear on the screen.3. Double-click on the influencing field, to which you wish to assign a concrete value.All of the fields, which can be modified depending on the influencing value, appear on the screen.4. Maintain a value in the field Influence value and the corresponding indicator for the modifiable fields.5. Press Enter.The inputs are copied.6. Maintain other values for the influencing field or choose other fields using the function key Influencing.7. Save your inputs.

You maintain an indicator for a modifiable field and specify the values of the influencing fields.

1. Place the cursor on a screen modification group.2. Press the function key Modifiable.All fields, which you can modify for this screen modification group, appear on the screen.3. Double-click on a modifiable field, for which you wish to maintain influencing values.All influencing fields appear on the screen.4. Place the cursor on a influencing field, for which you wish to assign a value, and press New Values.A dialog box appears on the screen.5. Maintain the value and indicator for the influencing field, and press Continue.The values are copied.6. Save your inputs.

Object Links

In this menu option you can make the settings for the object links.

Object Links

In this menu option you can make the settings for the object links.

Define Media for Object Links

In this step you can define the media that are allowed for object links.

The medium indicates the kind of link (electricity, gas, telecommunications cable etc.) and you can define it freely.

You can enter the material number for an object link for informative purposes in the field provided.

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Example

You are defining a medium for a cooling system. Only one particular type of coolant is allowed in this cooling system, and so you enter the number of the permitted coolant in the "Material" field.

Note

You should also supply a descriptive text for each medium, as this will be displayed in the associated transactions.

Activities

Define the media for your object links.

Define Number Ranges for Object Links

Use this menu option to define the number ranges for object links .

You have the following options:

internal number assignment

With internal number assignment, the numbers are assigned automatically by the SAP system. The number range 01 must be created.

external number assignment

With external number assignment, the numbers are assigned manually by the user. The number range 02 must be created.

Activities

Define the number ranges for your object links, depending on whether you require internal or external number assignment.

You transport number range objects as follows:

In the initial screen, choose Interval -> Transport.

Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export.

Dependent tables are not transported or converted.

Set List Editing for Object Links from Equipment

Sie können hier die möglichen Selektionsfelder festlegen, die Selektionsfelder mit konkreten Werten belegen und die Feldauswahl für die Listdarstellung vornehmen.

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Vorgehensweise

Wenn Sie die Funktion ausführen, erhalten Sie eine Maske, auf der Sie mehrere Selektionsmöglichkeiten haben.

In der Regel finden Sie die Funktionen

Selektionsbild Liste Anzeigemodus

Selektionsbild Liste Änderungsmodus

Feldauswahl Liste pflegen.

Bei der Auswahl der Selektionsfelder erhalten Sie ein weiteres Fenster, auf dem Sie das Feld 'Variante für alle Selektionsbilder' ankreuzen müssen.

Mit 'Weiter' gelangen Sie auf eine weitere Maske, in der Sie bestimmte Attribute für die Selektionsfelder vergeben können.

Die Attribute haben folgende Bedeutung:

Geschützt

Dies bedeutet, daß dieses Feld auf der Selektionsmaske angezeigt wird, jedoch nicht eingabebereit ist.Beispielsweise haben Sie ein Selektionsfeld mit einem Wert belegt, der vom Anwender nicht verändert werden soll.

Unsichtbar

Dies bedeutet, daß dieses Feld auf der Selektionsmaske ausgeblendet wird und als Selektionskriterium nicht einsetzbar ist.

Variable

Dies bedeutet, daß dieses Feld nicht mit einem konkreten Wert, sondern mit einer Variablen belegt wird.Beispielsweise soll die Selektion immer über einen bestimmten Zeithorizont (z.B. den aktuellen Monat) durchgeführt werden. In diesem Fall würden Sie die Variable 'Aktueller Monat' eintragen. Damit würde automatisch der aktuelle Monat als Selektionskriterium vorgeschlagen.

Hinweis

Jeder Anwender kann sich zusätzlich sein eigenes Selektionsbild erstellen. Das von Ihnen hier definierte Selektionsbild wird nur dann vom System vorgeschlagen, wenn für den Anwender unter seinem Benutzernamen kein individuelles Selektionsbild definiert wurde.

Wenn Sie für jeden Anwender ein individuelles Selektionsbild definieren wollen und das anwenderindividuelle Selektionsbild beim Aufruf des Reports automatisch vorgeschlagen werden soll, muß der Name der Reportvariante mit 'U_BENUTZERNAME' beginnen.

Pflege der Selektionsvarianten

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Wenn Sie die Funktion ausführen, erhalten Sie das Startbild mit allen Selektionsfeldern. Damit können Sie das Standardselektionsbild definieren. Dieses Selektionsbild wird immer dann vorgeschlagen, wenn für den Anwender unter dem Namen 'U_BENUTZERNAME' kein individuelles Selektionsbild definiert wurde.Der Name der Selektionsvariante ist immer 'SAP_TCODE_XXXX'. XXXX steht für die entsprechende Anwendungstransaktion.

Pflege der anwenderspezifischen Selektionsbilder

Diese Funktion wird nicht über das Customizing eingestellt.Die Pflege der anwenderspezifischen Selektionsvarianten nimmt der einzelne Anwender vor, indem er die einzelne Transaktion aufruft und ausführt.Aus der Liste heraus kann er die Funktion 'Einstellungen' aufrufen und dort mit der Funktion 'Varianten einstellen' sein eigenes Selektionsbild erzeugen.Das System generiert dabei automatisch die Variante 'U_BENUTZERNAME', die nach dem Sichern bei späteren Transaktionsaufrufen für den Benutzer immer aufgerufen wird.

Einstellungen für die Feldauswahl setzen

Die Feldauswahl für die Liste pflegen Sie, indem Sie den Report ausführen und auf der Liste den Menüpfad 'Einstellungen' -> 'Anzeigevarianten' -> 'Verwaltung' ausführen.

Bitte beachten Sie, daß Sie mit der hier vorgenommenen Einstellung für die Feldauswahl eine Vorbelegung treffen, die immer dann genutzt wird, wenn der einzelne Benutzer für sich keine eigene Feldauswahl definiert hat.

Alles zu Arbeiten mit Listen finden Sie in der R/3-Bibliothek unter "PM - Anwendungsübergreifende Funktionen".

Set List Editing for Object Links from Functional Locations

Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display.

Procedure

When you execute the function, you reach a screen in which you have several selection options.

You usually find the functions:

Selection screen list display mode

Selection screen list change mode

Maintain field selection list

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When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'.

By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields.

The attributes have the following meaning:

Protected

This means that this field is displayed in the selection screen, but is not ready for input.For example, you have a selection field with a value which should not be changed by the user.

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion.

Variable

This means that this field is given a variable, not a concrete value.For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note

Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name.

If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'.

Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'.The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction.

Maintenance or user-specific selection screens

This function is not set using Customizing.The individual user maintains the user-specific selection variants by calling up and executing the individual transaction.The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'.

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The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used.

Setting the field selection settings

You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list.

Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection.

For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Define Transaction-Based Default Values for Object Types

This step allows you to define the default values for the object types for the maintenance transactions associated with the objects in Plant Maintenance.

Recommendation

Before you maintain the default values, you should check which of the object categories that you have entered will be used most often in the productive system.

This should then be set as the default value in the case of the appropriate transaction.

Requirements

You must have maintained the following object categories:

equipment category

functional location category

reference functional location category

Activities

Define the object category default values for the maintenance transactions associated with the objects in Plant Maintenance.

Material Data Settings for Plant Maintenance

You can make the settings specific to Plant Maintenance for material master records in this step.

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Requirements

You must have edited the settings for Materials Management (material master data) already before you process this step.

Define Structural Display for Material Data

You can make the settings for the structural display of the material master records in this step.

These settings apply exclusively to the Plant Maintenance area.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities

Define the structural display for the material data.

Set List Editing for Material Data

Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display.

Procedure

When you execute the function, you reach a screen in which you have several selection options.

You usually find the functions:

Selection screen list display mode

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Selection screen list change mode

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'.

By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields.

The attributes have the following meaning:

Protected

This means that this field is displayed in the selection screen, but is not ready for input.For example, you have a selection field with a value which should not be changed by the user.

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion.

Variable

This means that this field is given a variable, not a concrete value.For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note

Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name.

If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'.

Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'.The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction.

Maintenance or user-specific selection screens

This function is not set using Customizing.The individual user maintains the user-specific selection variants by calling up and

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executing the individual transaction.The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'.The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used.

Setting the field selection settings

You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list.

Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection.

For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Serial Number Management

In this section, you can make settings for number management.

Serial number management allows you to distinguish between individual items of a material that are managed with a single material number.

Example

Company X produces three different types of solar collectors:

Type A

Type B

Type C

There is a material master record for each type in the system. For control purposes, the company wants to know which customer received which collector type, and which serial number(s) of the collector type were supplied to the customer, when the individual solar collectors were delivered.

It is therefore necessary to assign a serial number to the customer delivery in addition to the material number.

A serial number master record is created with the assignment of the serial number. You can maintain data fields specific to the serial number in the master record.

Examples of data fields specific to serial numbers are:

Location of a serialized material within the company

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Location of a serialized material at an external company

Last business transaction which was performed for the serialized material

At a later date, it may be necessary to enter equipment master records for materials that have already been serialized and delivered to customers, for example, if the producer of the solar collectors also has to perform maintenance activities for the customers and therefore wants to use all the functions available in the equipment master record for a serialized material.

In order to keep this option open at any time, you must define a number range for serial numbers. The numbers assigned from this number range are not the serial numbers but reserved keys that stand for the combination of material number and serial number and the equipment number that may possibly be assigned.

You can also define one or more profiles.

The serial number profile defines how and under which conditions a serial number is assigned for a material.

Note

A material can only be assigned serial numbers after the required serial number profile has been entered in the material master for a specific plant.

Define Serial Number Profiles

In this step, you define profiles.

A serial number profile must be assigned to each material that is to be serialized. This assignment is made at plant level in the material master record.

This means that you can assign a separate serial number profile to a material for each plant. However, a material can have a mandatory serial number in one plant but not in others.

In a serial number profile, you define the following:

Thebusiness operations for which a serialization:

Can be performed

Must be performed

Is performed automatically

Is not performed

Information about whether for a business operation:

Serial numbers for which no master record exists in the system can be assigned

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Serial numbers which already exist in the system must be entered

Information about whether a stock validation is made for stock-relevant operations and how the system should deal with inconsistencies.Note that this setting can only deliver meaningful results in combination with the setting of whether an operation requires serial numbers.

The business operations, for which an equipment master record must or must not be created for each serial number

The equipment category which the system should propose for the automatic assignment of serial numbers in the case of equipment master records

Activities

Define the serial number profiles.

Define Serialization Attributes for Movement Types

In this work step, you can define the serialization attributes of individual movement types or movement type groups.

Maintaing this setting is only necessary if you think the assignment of the serialization attributes at operation level is too rough.

Example

For example, you can define serial number usage 'can' in the serial number profile for the serialization procedure using the key 'MMSL' (maintain goods issue and receipt document).

For certain movement types, however, you want to ensure that serial numbers must be used.

To do this, you could define a movement type group here with the corresponding assignments and assign this movement type group to the required movement types in the next step.

Recommendation

You should only perform settings if you really require control of the serialization attributes which is specifc to the movement type.

Further Notes

If you do not assign any movement type group to a movement type, the system always uses the definitions from the serial number profile which are defined for each operation key.

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Define Default Equipment Categories for Serial Numbers

In this step, you define a central

default equipment category for the serial number management.

This equipment category is proposed by the system if the system cannot find an equipment category in the serial number profile for a serialization operation.

Exception

If you create master records for serial numbers, the system always automatically proposes the default equipment categories defined here.

The internal number range of the equipment category you selected is copied automatically.

Note on serial number range

The numbers assigned via this setting are irrelevant for actual serial number management, since you work with serial numbers or material numbers in the application transactions. The numbers assigned here, however, are keys for the equipment file, as a basic equipment master record is created in the background for each serial number.

For this reason, the internal number range of the selected equipment category will be proposed.

Note

You can always make only one valid entry in this setting.

Deactivate Lock for Internal Assignment of Serial Numbers

In this activity, you can deactivate the lock, which is set in the standard system for the internal assignment of serial numbers. Several users can thereby create serial numbers for a material at the same time.

Note

If the lock is deactivated, the system automatically updates the created serial numbers to the database when internal serial numbers are assigned.

This results in gaps in the serial numbers created, as soon as you cancel the create operation without saving . However, you can fill in these gaps at any time by creating the missing serial numbers manually.

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Transfer of Stock Check Indicator to Serial Numbers

You must only execute this activity if you have changed the stock check indicator in the serial number settings and goods movements were already performed with serial numbers.

Further Notes

Since the indicator, as to whether stocks should be checked for individual stocks, is copied from the presettings in the data records, for this to be subsequently changed, the existing serial numbers must be adjusted to the changed presettings.

These adjustments are made using a report which you can start here. Execute program 'RISERNR9'

The runtime can be long depending on the number of data records.

Note the report documentation

Set List Editing for Serial Numbers

Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display.

Procedure

When you execute the function, you reach a screen in which you have several selection options.

You usually find the functions:

Selection screen list display mode

Selection screen list change mode

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'.

By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields.

The attributes have the following meaning:

Protected

This means that this field is displayed in the selection screen, but is not ready for input.For example, you have a selection field with a value which should not be changed by the user.

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Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion.

Variable

This means that this field is given a variable, not a concrete value.For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note

Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name.

If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'.

Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'.The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction.

Maintenance or user-specific selection screens

This function is not set using Customizing.The individual user maintains the user-specific selection variants by calling up and executing the individual transaction.The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'.The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used.

Setting the field selection settings

You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list.

Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection.

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For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Field Selection for Multi-Level List Display of Serial Numbers

In this section, you adapt the presettings for multi-level lists for serial numbers to your requirements.

This is a list which you can call up as a serial number history from the serial number master record.

The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes The individual user cannot activate fields which are selected as 'suppressed' for his user-

specific field selection.

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Bills of Material

You can set up your BOMs in this section. You will be editing the following on the basis of key points:

Central configuration for controlling EC management and BOM history

Definition of the technical areas in which the BOMs are to be used

Configuration of default values

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Configuration of the link with other areas (for example, Materials Management, Material Requirments Planning, Costing and so on)

Note

Check whether the BOMs have already been configured during customizing of the Production Planning System (PP).

If this is the case, you should only edit this section after consulting the person responsible for the customizing of the PP BOMs.

This is particularly important in the case of central settings (engineering change management, control data, modification parameters, default values and general data).

Control Data for Bills of Material

You can maintain the central parameters for your BOMs in this section.

Set Modification Parameters

This step allows you to define the following central settings for your BOMs:

Activating validity maintenance

If you activate validity maintenance, you then have the option of specifying a "valid from" date when maintaining a BOM. If validity maintenance is not active, BOMs are created with the current date or if necessary with the internal system low date (1.1.1990).

Activating the low date

If you activate the low date (1.1.1990), this will be proposed as the "valid from" date instead of the current date.

Activating management

If you activate engineering change management, you have the option of making BOM changes with a history in reference to a change number (in other words the state of the BOM before and after the change will be recorded in the system).

If you deactivate engineering change management, you cannot make any changes in the BOM with a historical record.You only determine in this step whether or not BOM maintenance can be carried out with engineering change management. You specify in the menu option " Determine history requirement for BOMs " whether the use of engineering change management is compulsory in particular cases.

Size unit for 'piece'

Here you can define a proposed unit of measurement for the BOM header and the BOM items. Remember that the base unit of measure for equipment BOMs and functional location BOMs is always 'piece'.

Explosion type BOM item

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You only use this indicator when you have activated the BOM engineering change management. Activating the CAD switch

If you want to maintain BOMs from a CAD system, activate the CAD switch. This switch ensures that an additional field appears in the BOM header and BOM item. This field tells you whether the BOM header or BOM item was maintained from the CAD system.

Note

The modification parameters set here are valid both for material BOMs and equipment BOMs. This is, as a rule, a one-time setting which should not be changed once the system is productive.

Default settings

The following settings are supplied in the standard system:

validity maintenance and EC management are active

the current date is proposed

CAD is active

Recommendation

It is recommended that you use the SAP standard settings.

Activities

Define the central settings for BOMs.

Define BOM Status

You can define the possible BOM statuses in this menu option.

The BOM status controls other activities in different areas (for example, engineering, costing, material requirements planning).

Example of default settings

1 - BOM active

This BOM can be exploded in material requirements planning, for example, and can be released for the planned order.

2 - BOM inactive

The editing options above are not possible.

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Recommendation

SAP recommends that you accept the settings defined in the standard system. In this case, no action is required on your part.

Activities

Define the possible BOM statuses.

Define Default Values

This menu option allows you to define the following default values for the maintenance of BOMs:

Base quantity

All compoment quantities in a BOM refer to the quantity. The SAP System proposes the base quantity when you create a BOM.

BOM status

The BOM statuscontrols activities in other organizational areas. The SAP System proposes the BOM status when you create a BOM.

Size unit

The size unit entered here will be used for variable-size items if you do not maintain a unit for them. It will be specified in millimeters (= mm).

Unit of measure for variable-size part

The unit of measure of the variable-size part will be proposed when you maintain variable-size items.

Further Notes

The default values that you enter here are valid both for material BOMs and for equipment BOMs.

Requirements

You must have already processed menu option" Define BOM status".

Recommendation

You should use the default value supplied by SAP for the unit of measure for variable-size parts. It does not make sense to change this value.

Activities

Define the following default values for maitaining BOMs:

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base quantity

BOM status

size unit

unit of measure for variable-size part

General Data

You can define the following in this section:

BOM usage in plant maintenance

control data and default values for the header data

history requirement for particular BOMs depending on their usage and status

BOM Usage

You can create various BOMs for a material:

Production BOMs

You can create a production BOM for a material that you produce yourself, for example. The production BOM contains all the parts needed for production.

Maintenance BOMs

The maintenance BOM contains only the parts that can be repaired or replaced during regular maintenance tasks or repair tasks.

In this section, you maintain the BOM usage . You define which user departments (production, plant maintenance, engineering and so on) a BOM of a particular usage can be used in.

The BOM usage must be specified when a BOM is created. If you then add components of the BOM, you can enter for each BOM item an item status which defines the possible usages of this special item. If you only allow the area of Plant Maintenance in theBOM usage, this means that even the individual items can only be relevant to Plant Maintenance.

Standard settings

BOM usage '4' is supplied as plant maintenance in the standard system. This means that BOMs defined as usage '4' are exclusively relevant to plant maintenance. Other areas such as production, for example, cannot use usage '4'.

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Note

You can create BOMs for materials within maintenance BOM management for which no plant data is maintained. This function is only possible for BOMs that are exclusively relevant to plant maintenance.

Define BOM Usages

When you maintain BOM usage, you define the user departments (production, plant maintenance, engineering and so on) by which a BOM of a particular usage can be used.

Note BOM components that are needed by several user departments (for example, production

and plant maintenance) can also be used jointly in material BOMs.

Once BOMs exist for a BOM usage , the usage can no longer be deleted. Furthermore, the usage can also only be changed to a limited extent.

The indicator that shows the usage is relevant to plant maintenance should only be used when this is the case.

Recommendation

You should decide first of all whether you want to use separate BOMs for the individual areas within the company or whether you want to use joint BOMs for several areas.

If you have BOMs that are related to a particular area, you can maintain the BOMs separately for each area. However, this may involve an increase in the amount of time it takes to maintain all the BOMs.

Use the BOM usages that have already been set up and change the item status control if necessary. Define any further BOMs according to your requirements.

Activities

Define the BOM usages.

Define Default Values for Item Status

You can define default values for the item status for each BOM usage in this menu option. The item status is proposed in BOM maintenance when you create new BOM items.

Bear in mind that the status spare part indicator refers to the production BOMS and not to the maintenance BOMs. This means that you may not use the item status spare part indicator in maintenance BOMs.

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Requirements

You must have already defined the

BOM usage.

Recommendation

When defining the default values, pay attention to the settings allowed in the definition of the BOM usages. The SAP System checks the consistency of the settings automatically.

In the case of maintenance BOMs, you should always check the indicator maintenance relevant.

Note

You should at least define default values for the item status indicators that you have already specified as required entries when defining the BOM usage.

Activities

Configure the default values as necessary for the item status of the individual BOM usages.

Define Copy Default Values for Item Status

If you want to use the BOMs of other user departments as a reference when creating maintenance BOMs, you can specify in this menu option that the item status of the copied item is to take on certain features for maintenance BOMs.

Example

You want to use production BOMs as a reference for plant maintenance. The item statuses 'production' and 'construction' are allowed in the production BOM. You only want the item status 'PM' allowed when the maintenance BOM is maintained.

Define for the corresponding BOM usage (reference) and the BOM that is to be created (e.g. usage '4' for plant maintenance) the item statuses that are to be assigned to the individual items when a BOM is created with a reference.

The following rules apply:

If a BOM usage has default copy values, they will be followed whenever items are copied.

If a BOM usage has no default copy values, all the indicators that are allowed in the new BOM will be copied when an item is copied.

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Note

If you only use the item status 'PM' for maintenance BOMs, you do not need to maintain default copy values, as the system copies all the item statuses that can be copied on the basis of the BOM usage, which in this case is simply only the item status 'PM'.

Actions

Configure the necessary default copy values.

Define Material Types Allowed for BOM Header

You can define whether BOMs can be created for materials of a particular type for each BOM usage in this menu option.

You have the option of masking the material type entry.

When you create a new BOM, the material type is checked as follows:

The entries that are fully qualified (those not masked) are checked first. The masked entries are checked last.

Your choice of control indicator determines whether the entry is allowed or not.

Example:

Example of allowed material types in BOM

Recommendation

SAP recommends that you accept the settings defined in the standard system. In this case, no action is required on your part.

Actions1. Define the allowed material types for the BOM header.2. Enter new material types if necessary.

Define Responsible Designers/Laboratories

You can allocate a main engineering office or laboratory to each BOM.

The engineering office or laboratory is maintained in the BOM header.

The entries for laboratory and office are also used by the Materials Management (MM) component. You should contact the person responsible for the MM component before you delete any entries.

You can use this assignment for evaluation purposes.

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Activities

Define the engineering offices or laboratories.

Define History Requirement for Bills of Material

You can define in this menu option whether changes can only be made with a history ( change master record) to BOMs of a particular BOM usage and BOM status.

Note

If you do not make any settings, you can maintain BOMs either with or without a history.

Once a BOM has been changed with a history, you can only change it again with a history.

Exception:

There is a special authorization that lets you change BOMs without a history that have previously been changed with a history.

Example

You want changes to active maintenance BOMs to be documented in the system. This means that you must activate the history requirement for BOM usage '4' and status '1' when you are working with the default settings.

Requirements

If you want BOMs to be maintained with a history, the following conditions must be fulfilled:

EC management must be active

validity maintenance must be active

Activities

Define the BOM usages and statuses for which BOM changes must occur with a history.

Item Data

You can make the settings that relate to the BOM items in this section.

You define the following amongst other things:

item categories

object types

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spare part indicators

Define Item Categories

When you enter a new BOM item, you must allocate it an item category. This category defines the features and functions of the item. Screen selection and structure of the item detail screens in BOM maintenance is also controlled by the item category.

The item category answers the following questions:

Is the entry of a material required?

Is inventory management by quantity carried out for this item?

Is the item a text item without any functionality?

Is the entry of individual sizes to be possible for this item (variable-sized item)?

Which quantity sign is defined?

Are sub-items supported?

Is it a structure element in plant maintenance?

No plant check is made for the material in the case of maintenance structure elements. You should only use an item category like this exclusively for items that are used purely for structuring maintenance BOMs.

Is the item a document item?

In the case of document items, you can enter a document that you have created in the system . What is the screen selection and item detail screen structure?

Screen selection is defined for each item category by means of the item control key.

Note Note that you cannot combine all the features and functions with one another when you

are defining new item categories. The system carries out the corresponding checks.

It is also important that you choose the correct item control key. Use the item categories that exist as a guide or ask your consultant for his or her advice. The definition of new item control keys is not supported.

Do not delete item categories that still have BOM items.

Default settings

The following item categories are supplied in the standard system:

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document item

stock item

text item

non-stock item

variable-sized item

PM structure element (plant maintenance)

Recommendation

You should use the standard item categories supplied by SAP. You should not change them. You should only create new item categories when you cannot represent the required functionality using the standard item categories supplied.

Actions

Define any item categories required.

Proceed

Define Object Types

BOM items differ according to their objects. There are BOM items with materials, documents and without objects (for example, text items). You can define an object category here for each type of BOM item that will show you the type of item in each case in the general item overview screen.

The assignments are for information purposes only.

You should plan to use only simple BOM structures with few object categories. For example, if you do not use document administration you can easily avoid great deviance in the object categores.

Example

Object category BOM item object

----------------------------------------M MaterialD Document' ' No object

Actions

Define the object categories for each BOM item.

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Define Material Types Allowed for BOM Item

You can define in this menu option the types supported in the creation of BOM items in relation to the BOM usage and the BOM header material type.

You can mask the entries in the fields "BOM usg", Mat type BOM h" and "Mtype BOM item", in other words you can enter an "*" (wildcard) instead of a particular usage. This then represents all the possible usages.

The SAP System checks the material type when you enter new BOM items as follows:

The entries that are fully qualified are checked first and then the masked entries.

Your choice of a "(not) allowed" indicator determines whether or not the entry is allowed.

Example

You can define the material types allowed in the creation of new BOM items as follows:

--------------------------------------------------------------------

BOM Material type Material type Allowed/usage BOM header BOM item not allowed--------------------------------------------------------------------1 HALB * +1 HALB VERP ---------------------------------------------------------------------

* = masked (i.e. all the entries supported for a field)

Material type VERP is not allowed in the creation of BOM items (indicator -) for usage 1 "Production" and material type HALB in the BOM header. All other material types are allowed (indicator +).

Requirements

You must have edited the following menu options already:

" Define BOM usages"

"

Define allowed material types for BOM header "

Default settings

All material types are allowed for the creation of BOM items for all BOM usages supplied in the standard system with all material types in the BOM header.

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Recommendation

If you use the BOM usages supplied in the standard system, you can also use the default settings in this menu option.

Actions

Define the material types that are allowed for the creation of BOM items for each BOM usage as required.

Maintain Variable-Size Item Formulas

Variable-sized items allow you to record the cutting measurements for a basic material (raw material) in the BOM item.

You can define formulas for variable-sized parts in this menu option, which can then be used to calculate the quantity of the variable-sized part.

The quantity of a variable-sized part is calculated as follows:

If you have not entered a formula key in the BOM item , the measurements are multiplied by one another.

If you have entered a formula key in the BOM item, calculation occurs on the basis of the algorithm recorded in the appropriate formula key.

Activities

Enter new formulas for variable-sized items if necessary.

Define Spare Part Indicators

You can define various spare part indicators in this menu option.

The spare part indicator identifies BOM items as spare parts in production BOMs. You can create lists of spares on the basis of this indicator.

You can classify spares on the basis of the spare part indicator (for example, A spares, B spares and so on, and a country-specific classification of spares is possible similar to this).

Note

The spare part indicator is not needed for maintenance BOMs, as these consist solely of spare parts.

Define Material Provision Indicators

In this step you define the material provision indicators.

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The material provision indicator identifies BOM items for material provision. It is evaluated in material requirements planning. You can also use the material provision indicator in BOM evaluations as a selection criterion.

There are two types of material provision:

material provided by a customer

material provided by a vendor

Activities1. Decide which types of material provision apply in your case.2. Define the material provision indicators accordingly.

Determination of Alternative Bills of Material

A material can have several BOMs of different usages. There may be several alternatives for each usage in the case of multiple BOMs .

You can allow several usages for equipment , but you can only create one BOM for each usage, in other words you cannot create a multiple BOM for a piece of equipment.

Note

You can skip this menu option if you are only defining one usage for your maintenance BOMs and if you are not using multiple BOMs in the case of multi-level equipment BOMs (in the material assemblies below the equipment).

Define in this section:

the priority with which the individual BOM usages are to be observed

the alternative that is to be selected within a usage

Determination of the BOM usage or the alternative BOM is realized in the following steps:

The BOM selection ID and other features defined by the BOM status are determined by the particular application ID of the user department in each case. A BOM usage priority order is connected with selection ID.

The preferred BOM usage for a selection ID is determined by a priority order.

An alternative must be specified within the BOM usage in the case of multiple BOMs. The SAP System checks the alternative selected by

plant

material number

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"valid from" date

Processingstatus: not yet maintained

Define Priorities for BOM Usage

You can define your selection priorities in this menu option for the automatic selection of a BOM usage:

The selection of a suitable BOM usage depends on the selection ID of the user department (plant maintenance is '03' in the standard system).

You can define within the selection ID the BOM usage that is to have priority. To do this, enter an order of priority for the BOM usages.

Note:

The allocation of applications ('INST' in the standard system) to selection IDs ('03' in the standard system) is dealt with in the chapter 'Defining application-dependent selection IDs'.

Recommendation

Find out the BOM usages that you are using for plant maintenance. If you are only working with one usage ('04' in the standard system), you only need to check the default settings.

Activities

Define the BOM usage priorities.

PM-Specific Selection Criteria for Alternative Determination

You can define the criteria and selection terms for the determination of BOM alternatives in this menu option.

Define Selection Criteria for Alternative Determination

You can define a selection ID in this menu option that can be used for determining alternatives on the basis of priorities.

Example:

You are using the standard application INST for plant maintenance. You can now allocate a selection ID (03 in the standard system) to the standard application INST, by means of which you can define the determination of BOM usages by priorities. BOM usage 4 is assigned to

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selection ID 03 in the standard system with the highest and only priority. If you have several BOM usages for plant maintenance, you define the order of the usages here. This assumes that you have already defined several BOM usages for plant maintenance.

Standard settings

In the standard SAP delivery, the BOM usage 4 is assigned to the selection ID 03 with first and sole priority.

Note

If you have changed the selection term INST for the selection of an alternative, you must use the appropriate selection term here for the alternative selection.

Recommendation

SAP recommends that you accept the settings defined in the standard system. In this case, no action is required on your part.

Activities

Configure the selection IDs for your maintenance BOMs.

Check Selection Term for Alternative Determination

You can define the selection term in this menu option by means of which an alternative is selected for maintenance BOMs.

Standard settings

The sytem can only work with a single selection term.

This selection term is defined as 'INST' in the standard system and you cannot change it.

Note

If you have chosen a different term to 'INST' in the selection criteria, you must enter the new term here.

Activities

Check the selection term.

Define Alternative Selection by Material

You can define the selection of an BOM on the basis of material numbers in this menu option.

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The SAP System determines an alternative BOM for the required BOM usage by

plant

material number

"valid from" date

Note

This method of selecting an alternative BOM is not allowed for equipment BOMs and BOMs for functional locations.

Recommendation Edit this menu option when you want to use multiple BOMs.

Configuring an alternative selection is only of use when the system is running.

Activities

Define the alternative selection.

Make User-Specific Settings

This menu option allows you to specify default values for users who work with bills of material. You can change the default values at any time if necessary.

You can specify the following default values:

item increment

item category for the "New Materials Items" screen

item category for the "New Document Items" screen

item category for the "New Class Item" screen

material provision indicator

PM assembly (maintenance BOMs)

dialog print options (BOM evaluations)

Recommendation

You should maintain the following values:

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item category for the "New Material Items" screen

item category for the "New Document Items" screen

You can define default values which are valid for all users by making entries for a user 'DUMMY'.

Activities

Specify the user-specific default values.

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