What is SAP PM? The R/3 Plant Maintenance (PM) application component provides you with a comprehensive software solution for all maintenance activities that are performed within a company. The uniform, graphical user interface is particularly user-friendly and quickly meets with acceptance, thanks to the numerous possibilities that are available for tailoring it to meet individual requirements. SAP PM Certification - Plant Maintenance Certification To find out the latest certification topics or where to attend your SAP PM Certification course at your country, refer to the SAP Education site: http://www.sap.com/services/education/index.epx The certification test for becoming an application consultant for the SAP Plant Maintenance area is intended to provide candidates with the opportunity of proving that they have a fundamental knowledge of this particular area of the PM component as well as that they are able to apply this knowledge within a project environment. The examination questions are based on the functionality and features of the SAP PM. The possible topics covers are: 1. Organizational Units and Master Data in Plant Maintenance

Organizational Units - Maintenance Plant and Planning Plant - Work Centers - Storage Locations

Functional Locations - Structure Indicator - Reference Location and Functional Location - Creation Options - Data Transfer

Equipment - Installation/Dismantling at Functional Locations - Equipment Hierarchy - Change Documentation - Equipment Category

Material and Serial Numbers - Serial Number Profile - Goods Movement and Warehouse Stock - Valuation Batches

Bills of Material (BOM) - Assemblies - BOM Categories - Item Categories - Change Documentation

Additional Functions - Configuration - Classification - Measuring Points and Counters - Partners and Addresses - Document Link - Status Management - Permits and Warranties - Data Transfer 2. Maintenance Processing

Breakdown Maintenance Preventive Maintenance Processing

- Notification Types - Objects and Object Information - Catalogs and Catalog Profiles - List Viewer for Notifications and Orders - Order Type

- Object List - Operation List - Relationships - Material List - Availability Check - Order Release and Printing - Material Withdrawal - Completion Confirmation in Time - Technical Completion Confirmation - Technical Completion - Action Log and Document Flow

Processing External Services - External Services as Individual Purchase Order - External Services with External Work Centers - External Services with Service Entry Sheets

Processing Refurbishment Tasks - Valuation Type and Valuation Category in the Material Master - Refurbishment Without Serial Numbers - Refurbishment with Serial Numbers - Inventory Management and Controlling

Processing Maintenance Projects - Planning and Executing Maintenance Projects - Completion, Settlement, and Monitoring of Maintenance Projects

CATS - Cross-Application Time Sheets - Data Entry Profile - Data Entry Sheet - Data Transfer

Capacity Planning - Scheduling - Work Center and Available Capacity - Capacity Leveling - Employee Assignment 3. Controlling Functions in Plant Maintenance

Plant Maintenance in the Organizational Structures of Accounting - Budget Planning and Monitoring - Cost Estimation - Planned/Actual Cost Determination - Order Settlement - Logistics Information System (LIS) - Plant Maintenance Information System (PMIS) - Enhancement Options 4. Preventive Maintenance

Task List Management - Task List Types - Profile and User Fields - Component Assignment - Task List and Order

Single Cycle Plan - Structure - Scheduling Indicator - Deadline Monitoring

Strategy Plan - Maintenance Strategy - Task List and Maintenance Strategy

Performance-Based Maintenance Planning - Counters and Measurement Documents - Maintenance Plan Scheduling

Maintenance Planning with Several Counters - Cycle Sets - Link Type Tcodes used for SAP Plant Maintenance IA07 Display General Task List IA03 Display Equipment Task List IA13 Display Functional Location Task List IR03 Display Work Centre KO88 Settle Order (Single) IW32 Change Work Order IW31 Create Work Order IW33 Display Work Order IW38 Work Order List Editing - Change IW39 Work Order List Editing - Display IW40 Work Order List Editing - Display Multi Level ME21 Create Purchase Order (pre R4.6) ME21N Create Purchase Order (R4.6 onwards) IP41 Create Single Cycle Plan (R4 onwards) IE02 Change Equipment IE01 Create Equipment IE03 Display Equipment IE05 Equipment List Editing - Change IE08 Equipment List Editing - Display IW42 Overall Completion Confirmation IW26 Create Notification QS42 Display Catalog ML81 Create Service Entry Sheet MM03 Display Material CS03 Display Material BOM IW13 Material Where Used List IW66 Change Notification List of Tasks IW67 Display Notification List of Tasks IW22 Change Notification IW23 Display Notification IH01 Display Functional Location Structure MB11 Goods Movement MB31 Goods Receipt IW8W Goods Receipt for Refurbishment (R4 onwards) IP02 Change Maintenance Plan IP03 Display Maintenance Plan IP10 Schedule Maintenance Plan IP30 Deadline Monitoring IP11 Change Maintenance Strategy IP12 Display Maintenance Strategy IP19 Maintenance Scheduling Overview Graphic IP24 Maintenance Scheduling Overview List IW28 Notification List Editing - Change

IW29 Notification List Editing - Display IW30 Notification List Editing - Display Multi Level IW64 Change Notification List of Activities IW65 Display Notification List of Activities IW68 Change Notification List of Items IW69 Display Notification List of Items IQ03 Display Serial Numbers IW24 Create Notification IP42 Create Strategy Maintenance Plan (from R4 onwards) IW25 Create Notification IL02 Change Functional Location IL01 Create Functional Location IL03 Display Functional Location IL05 Functional Location List Editing - Change IL06 Functional Location List Editing - Display IW41 Time Confirmation - Indvidual Entry IW48 Time Confirmation - Collective Entry with Selection IW44 Time Confirmation - Collective Entry no Selection IA11 Create Functional LocationTask Lists IA12 Change Functional Location Task List IL02 Change Functional Location IA05 Create General Task List IA06 Change General Task List IA01 Create Equpment Task List IA02 Change Equipment Task List IE03 Display Equipment IR01 Create Work Centre IR02 Change Work Centre CA85 Replace Work Centre IP13 Strategy Package Sequence IP14 Strategy Package Sequence IP04 Create Maintenance Item IP05 Change Maintenance Item IP06 Display Maintenance Item IP17 Maintenance Item List Editing - Change IP18 Maintenance Item List Editing - Display IP02 Change Maintenance Plan IP03 Display Maintenance Plan IP15 Maintenance Plan List Editing - Change IP16 Maintenance Plan List Editing - Display IK11 Create Measurement Documents IK12 Change Measurement Documents IK13 Display Measurement Documents IK22 Measurement Documents List Editing - Create IK21 Measurement Documents List Editing - Create IK22 Measurement Documents List Editing - Create IK18 Measurement Documents List Editing - Change IK17 Measurement Documents List Editing - Display IK41 Measurement Documents List Editing - Display Archive IQ01 Create Serial Numbers IQ02 Change Serial numbers IQ04 Serial Numbers List Editing - Create IQ08 Serial Numbers List Editing - Change

IQ09 Serial Numbers List Editing - Display IK01 Create Measurment Point IK02 Change Measurement Point Ik03 Display Measurement Point IK08 Measurement Point List Editing - Change Ik07 Measurement Point List Editing - Display How to configure system to allow notification type change? You can define in SPRO the Allowed change of notification type. Please follow the below path: Maintenance and Service Processing --> Maintenance and Service Notification --> Notification Creation --> Notification types --> Allowed change of notification type Why change data not display in order? Please check if the check box for change documents is checked or not in Customizing PATH:- Plant Maintenance & customer service --> Maintenance & service processing --> Maintenance & service Orders -->Functions & settings for order types --> Define Change Docs,Collective Pur.Req.Indicator,Operation No.Interval How overheades are calculated and from where the formula is picked? My client has default setting of 10% overhead and now they want to change. Plant Maintenance and Customer Service--> Maintenance and Service Processing--> Maintenance and Service Orders--> Functions and Settings for Order Types-->Costing Data for Maintenance--> and Service Orders--> Maintain Costing Sheet Select the costing sheet that you are using and push costing sheet rows, next see the column overhead rate, select the row and push overhead rate. How to set Warrant and Partner screen in equpimnet master data? 1. Set the Class active in the warranty category I in the img CM01 2. Plant Maintenance and Customer Service --> Master Data in Plant Maintenance and Customer Service --> Warranties --> Define Warranty Types Set the indicators for warranty in the notification and work order 3. Set the number range BG00 for Master Warranties 4. Create a Characteristic for the Warranty Counter T-Code CT04 Any Description Numberic Format Number of Characters "5" Unit of Measure "Months" No Exponent Single Values 5. Use the Characteristic as a Warranty Counter T-code GM04 and make it the Default and time dependent This will complete the warranty config. Making (ZIP CODE) Field Mandatory in Maintenance Order Follow the path in config: PLant maintenance and customer service----> Maintenance and service Processing -->Maintenance and service Orders-->Define Field Selection for Order Header Data (PM) - Then Execute Now Double Click on "Field Selection for Order Header Data". Now Click on Influencing Then Double Click on Order Type. Enter the Order type here and Press Enter Now change the Tax Jurisdiction Code (CAUFVD-TXJCD) field from Input to Required. I could not find any field called ZIP Code in standard settings. If it is customized then it will appear here. After creating a maintenance plan and scheduling it using IP10. When do I need need to use IP30 in the maintenance plan? You run IP30 when you want to create more work orders. IP30 has to be run on a regular schedule to create future work orders. If you run IP30 for the next month, it will create work orders for all PM Plans that have a call date within the next month. If you have a daily PM Plan then running IP30 for 1 month will create 30 work orders. If you have a weekly PM Plan then running IP30 for 1 month will create 4 work orders. If you have a monthly PM Plan then running IP30 for 1 month will create 1 work order.

Most businesses set up a batch job to run weekly looking forward xx days to keep creating work orders for the next xx days. IP30 is also used for deadline monitoring of plans. In plan, we have maintenance item & scheduling parameters. With respect to your scheduling parameter & start date / schedule date system will give you the orders if it is in the background job. If the background job is not defined then manually you can get orders by IP10 or IP30. For consumer number, check your maintenance item or plan details. Do we need to run this transaction code IP30 for all the maintenance plans which are scheduled on regularly daily basis or weekly basis so that if any scheduled object exists then it will get converted into the service order? It needs to be run as per business requirements. There are two ways to do so. One way manually as & when you run this transaction for required PM Plans say weekly or monthly with your scheduling parameter you will get the maintenance objects. Another way you create one variant. Now with this variant create one background job as per your need give the time period every day, every week, month & system will generate maintenance calls for you at that specified duration. Is it necessary to run the IP Transaction code for each maintenance plan that we have scheduled? Yes, if it is needed that the plan should generate orders it needs to be scheduled either in background job or needs manually executed. Can a service order be generated automatically without running IP30 if we have scheduled a maintenance plan? Yes, you can get a service order (PM Order) against this plant maintenance order with control key as PM03 you can get PR from PR. You can get service order again here MM integration if the auto PO concept used then auto PO (service order) gets generated. But if you want to avoid lengthy process you can use IP10. During each IP10 run if call falls within the date you will get maintenance call object that is PM order - ------> PR -----> PO PM Order -----> FO (Frame Work Order) PM Order -----> Service Contract ------> Value / Qty (These tab you will get in PM order operation header general data) The list of Plant Maintenance Std Report : Management of Technical Objects IH08 - Display Equipment IE07 - Equipment List (Multilevel) IH04 - Equipment Structural Display IN19 - Display Equipment Object Network IE36 Display Vehicles Vehicle Selection IH06 - Display Functional Location IL07 - Functional Location List (Multilevel) IH01 - Functional Location Structural Display IN16 - Display Functional Location Object Network IH07 - Display Reference Location IH02 - Reference Location Structural Display IH09 - Display Material IH05 - Material Structural Display IK07 - Display Measuring Points IK17 - Display Measurement Documents S_ALR_87013421 - Display Measurement Reading Entry List IK51 - Measurement Reading Transfer: Structural Display IK52 - Display Measurement Reading Transfer (History)

S_ALR_87013422 - Display Measurement Documents From Archive IQ09 - Display Serial Number for Material S_ALR_87013423 - Validate Stock Data (Release 4.5) S_ALR_87013424 - Validate Stock Data (Release 4.0) Work Centers and Capacity CR05 - Work Center List CR06 - Work Center Assignment to Cost Center CR08 - Work Center Hierarchy CR10 - Work Center Change Documents CR07 - Work Center Capacities CR15 - Capacity: Where-Used The list of PM Standard Report Available : Maintenance Processing IW29 - Display Notifications IW30 - Notification List (Multilevel) IW67 - Display Tasks IW69 - Display Notification Items IW68 - Change Notification Items IW65 - Display Activities IW39 - Display Orders IW40 - Display Orders (Multilevel) IW49 - Display Operations S_ALR_87013430 - Postprocessing of PDC Error Records S_ALR_87013431 - Confirmation Using Operation List S_ALR_87013432 - Display Confirmations S_ALR_87013433 - Display Document Flow S_ALR_87013434 - Material Where-Used List IWBK - Material Availability Maintenance Planning IP16 - Display Maintenance Plan IP18 - Display Maintenance Item IP30 - Deadline Monitoring for Maintenance Plan IP19 - Graphical Scheduling Overview IP24 - Maintenance Scheduling Overview S_ALR_87013426 - Maintenance Plan Costing IP14 - Where-Used List by Strategy S_ALR_87013428 - Package Sequence Strategy S_ALR_87013429 - Display Document Flow Maintenance Task Lists IA09 - Display Task Lists IA10 - Display Task Lists (Multilevel) IA16 - Cost Maintenance Task Lists IA17 - Print Maintenance Task Lists IP62 - Where-Used List for Material IA21 - Evaluate Change Documents for Maintenance Task Lists Information Systems MCI1 - PMIS: Object Class Analysis MCI2 - PMIS: Manufacturer Analysis MCI3 - PMIS: Location Analysis

MCI4 - PMIS: Planner Group Analysis MCI5 - PMIS: Single Object - Damage Analysis MCI6 - PMIS: Object Statistics MCI7 - PMIS: Breakdown Analysis MCI8 - PMIS: Cost Analysis MCIA - PMIS: Customer Notification Analysis MCJB - MTTR/MTBR Equipment MCJC - MTTR/MTBR Functional Location Like to know all transparent Table relate with PM module. Try SE80 than fill the program related to PM transaction. View Dictionary structures you'll get all table that related with PM Trasaction code that used in PM eq. IW31, IW21, IW41 Try tcode DB15 Fill the object that related to PM Module PM_EQUI Equipment PM_IBASE IBase PM_IFLOT Functional locations PM_IMRG Measurement documents PM_MPLAN Maintenance plans PM_NET Object links, master data PM_OBJLIST Serial Number History PM_ORDER Service and maintenance orders PM_PLAN Routings PM_QMEL Maintenance Notifications You can get all table that related to PM Object. *-- Nur Heri W What is the table for FUNTIONAL LOCATION BOM? Check for the following tables: TPST Functional Location - BOM Link STAS BOMs - Item Selection STKO BOM Header STPO BOM item STPU BOM Subitem STZU Permanent BOM data Looking for a report which have Reservation No , material, posted quantity along with User ID of person who created the reservation in PM Order? This is one report I am asked for at every business I work at and there isn't a standard SAP report for what you want. MB25 will give you what you want but the Username on the report is the person who picks the reservation not the person who created it. At one business I was at it reported as "Batch" because the picking run was done in the background. The report I create is a query using SQVI Quick viewer and then I transport it to SQ01 SAP Query so everyone can see it. The tables you need to use are; RESB - Reservation, Material number, Requirement date, Required Quantity, Quantity withdrawn, Work order number RSADD - Date created, User ID of person who created the reservation MAKT - Material Description AUFK - Work Order description AFIH - Revision (as a selection field) MBEW - Total valuated stock (SOH) USER_ADDR - The User ID first name & second name RKPF - Reservation Header information if required. How they are joined together is hard to explain but if you can use Quickviewer you should be okay. *-- Graham Johnston Where to get the table which is having user status with Notiifcation number. (not the system status). By : Selva

1. From table QMEL get OBJNR(object number) using the QMNUM( notification number). 2. Using this OBJNR get STSMA( Status Profile) from table JSTO. 3. Using the OBJNR get STAT(object status) from table JEST. You may/ may not get multiple object status for an Object number. System status number will start from E. User status number will start from I. 4. To get the text of the status, use the status number (STAT) and STSMA to get the status text from table TJ30T. Which table to extract the equipment hierarchy installed under functional location? Please try one of following: EQKT Equipment Short Texts Technical Objects, Equipment EQUI Equipment master data Technical Objects, Equipment EQUZ Equipment time segment Technical Objects, Equipment IE4N_CGP General IE4N Settings for Installation/Removal Technical Objects, Equipment IE4N_USP Definition of User-Specific Settings Technical Objects, Equipment IE4N_USPI Definition of User-Specific Settings: Installation Technical Objects, Equipment IE4N_USPR Definition of User-Specific Settings: Removal Technical Objects, Equipment T370T Equipment categories Technical Objects, Equipment T370U Language-dependent texts for T370T Technical Objects, Equipment TA22EQU Equipment Types Technical Objects, Equipment V_EQUI Equipment (view) Technical Objects, Equipment IFLOS Functional Location Labels Technical Objects, Functional Location IFLOS_VS Functional Location Labels (Version Table) Technical Objects, Functional Location IFLOT Functional Location (Table) Technical Objects, Functional Location IFLOT_VS Functional Location (Version Table) Technical Objects, Functional Location IFLOTX Functional Location: Short Texts Technical Objects, Functional Location IFLOTX_VS Functional Location Data Fields: Short Texts (Version Table) Technical Objects, Functional Location Which table to extract the equipment and class information? Answer: This table is extracted from the Logical Database EQI : Remove the "DI" to get the table name. Data fields Technical name Log. database EQI Equipment DIEQUI Equipment DIEQUI Partner PM/QM DIIHPA Permits DIIHSG Equipment Usage Period DIEQUZ Equipment Usage Period DIEQUZ Functional Location DIIFLO Functional Location DIIFLO PM Notification DIQMEL PM Notification DIQMEL PM Order DIAUFK PM Order DIAUFK Class DICLASS (

Object Link DIINET Measuring Point: Output Structure for ABAP Lists DIIMPT Measuring Point: Output Structure for ABAP Lists DIIMPT Measurement Doc.: Output Structure for ABAP Lists DIIMRG Measurement Doc.: Output Structure for ABAP Lists DIIMRG For example as per subject Title, I am trying to find the table to link the equipment master with the class overview. Table KSSK is the right one to used. Pass the equipment number (with the Padded zeros, if the equipment number is an internal number) in the OBJKEY field of the table KSSK, you should be able to get the class (Internal class number value) along with the class type assigned to this piece of equipment. e.g. Equipment (EQUI-EQUNR) : 500544419 Class (KSSK-OBJEK from EQUI-EQUNR with Padded zeros) : 000000000500544419 Class Description (KLAH-CLINT from KSSK-CLINT) : 949 Notes: Also take a look at this table, it is quite useful: ITOB - PM technical objects (EQUI, functional location) Question: Explain the meaning of equipment master. Answer: 1. Equipment Master pertains to one of the master data elements within the domain of Operations & Maintenance i.e. The SAP Plant Maintenance Module. 2. The business object "Equipment" is an individual, physical object that is to be maintained independently. It can be installed in a technical system or part of a technical system. You can manage all types of device as pieces of equipment (for example, production utilities, transportation utilities, test equipment, production resources/tools, buildings, PCs). Since many of these physical objects are managed as "assets" in Asset Management, the term "piece of equipment" was chosen for objects defined from a technical perspective, in order to avoid confusion with the activated tangible assets. You define and manage each piece of equipment in the Plant Maintenance (PM) System in a separate master record and can set up an individual maintenance history for each one. Question: For an equipment master record what fields need to be filled in? Answer:

Depends upon the Equipment. Normally, the fields which used to maintain in an Equipment master are: Equipment Category, Constr.type (serialized), Planning Plant, Work center, Plant, Maintenance plant, Location. You can attach an equipment to another using superior Equipment filed. Before customizing the Master Data in SAP Plant Maintenance and Customer Service 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. The Maintenance plant is a plant where you can manage technical objects and the work centers responsible for carrying out the work in a maintenance 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. The recommendation is that yo 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. Please 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. PM - Material Master Vs. Equipment Master If maintenance activities are to be carried out for an equipment and at the same time if an identical replacement is to be maintained for it in inventory then is it better to create it from the material master rather than from PM -> Technical Objects -> Create -> Equipment. What is the significance of maintaining Functional Location BOM. I would do both create a material number for consistency and the replenishment of equipment in the future and also assign it a unique equipment master record number. In the equipment master record (I believe PM DATA screen), there is a construction type field which is by default an IBAU material. Link the material number to the equipment master. If you want to get real slick, create the equipment master record with reference to the material number. This way the description (short text) of the equipment is automatically populated by the Construction Type (IBAU material) as well as populating the Construction Type field. The Functional Location BOM further enhances the hierarchy of the equipment master BOM via Component lists. Lets say you have several equipment (large assemblies) BOM's made up of smaller components (material). You could then create several large assemblies in the material master which would be the equivalent to the equipment (large assemblies) which have BOM's of smaller components (material) . Next, create a Functional Location BOM made up of several of these larger assemblies (material) . This will provide you with a nice hierarchy when running List Edit Display (multi level). This is a rather complex situation because if the equipment is an asset then the repair costs should reflect the asset value too in some cases. Also the replacing equipment has its own cost record and I think you want to know which equipment number has the most costs collected. There are a few other ways to control this situations: 1. Creating a sub work order linked to the main work order with the repaired material. So this sub work order should collect the repair cost. This has the advantage that the main work order cannot be closed unless the repair has been closed. (or a disadvantage in some cases) 2. You can also use the serialization utility, meaning creating a material number and link it to the equipment and activate this utility in the material master record. For every movement in MM , it will ask for the related serial number and accordingly to the proper equipment. So if you send this to the vendor I think this is an advantage to see how much time this particular equipment has been send out for repair. But as I said before, the whole process can be very complex if you want to follow it up properly.

In SAP, On what basis we decide to create either material master record or Equipment master record. And what is the basic difference between Material Master record and Equipment master record. In SAP a material is a representation of an object that can be procured, produced, assembled, sold, and replaced (among a couple other things). A material can exist as a physical object as stock and it can also exist as a virtual representation of a structure or process. Usually materials are handled as groups of objects (like 100 fenders or a dozen cookies of batch A or 4 panels in restricted stock). An equipment is a representation of a single physical object that is handled at a much more granular level than materials. An equipment is typically installed somewhere and can have extra information (like warranty or measurement data) and can have maintenance done on it. Usually it's the individualization and maintenance aspect that determines if an object is an equipment or a material (a single entity for which you want to track data like maintenance work, history, or costs). An equipment can also be linked to a material by indicating that the equipment is made of the material (as a generalization - construction type) and/or indicating that the equipment is actually an instance of a material (material plus serial number in the serial data tab). SAP PM Equipment FAQ Q1: How do you distinguish, in a simple manner, between Equipment that is being charged and not charged for service? A1: Define different equipment categories. Standard equipment reference categories for 'Internal Machines' and 'Customer Equipment' exist. Q2: How do you distinguish between company and customer owned equipment? Equipment on land owned by the company and land leased by the company? A2: Same as Q1. Explore combinations of equip. category and equipment types to achieve the design objective. Q3: How do you define equipment/material loaned/leased to a customer? A3: Read documentation on 'Structuring Technical Systems' in 'Plant Maintenance / Service management' modules. You need to define sales area (sales org/dist channel/division) for an equipment with equipment category being one for which the equipment reference category is 'Customer Equipment'. Q4: How can we block service to a customer? It has to be done through the FL, since most of the Equipment belongs to the company and is loaned to the customer. A4: Deactivate the FL. This allows no further creation of transaction data (service orders, etc.). However, the existing orders can be processed and closed. The deactivation can be reversed at a later date. Q5: Where is a Service Contract assigned to a piece of equipment? A5: Service contract is assigned to a material. Material is assigned to the equipment in the equipment master. This functionality is not intended for managing equipment bought from vendors (where we are getting service rather than providing service). Q6: Is purchasing information (Vendor, date of purchase, etc.) copied from MM to the equipment when it is being created? A6: Not in the standard system. But it can be done with ABAP batch jobs. Q7: When you maintain an assembly in a piece of equipment, is it possible to get maintenance history of the assembly? Do you have to create it as a piece of equipment? A7: As maintenance orders are created for FL/equipment only, maintenance history can only be tracked at that level, not at assembly level. Assemblies are mere structuring devices to have spare parts linked to an equipment in a structured manner. However, in PM orders, you can mention the assembly along with the FL/Eq. Depending on your reporting needs, an ABAPer could use the 'PM Assembly' field in PM orders. Q8: What is the use of the field "Standing order"? What kind of order is it? A8: Standing orders are used to carry out on-going maintenance jobs and settle them at month end rather than creating a fresh PM order every time. Using order hierarchies, you could attach sub-orders to the standing order and settle them to the standing order to provide you with more precise recording of maint costs at sub-order level as well as a budget monitoring at the standing order level. Q9: Is it possible to accumulate maintenance history for an assembly (not part of an equipment) for which no equipment record exists?

A9: No. But, if the assembly is included in a FL BOM, then PM orders at the FL can be used to carry maint at assembly level (no equipment is required). Show Equipments Characteristics in a List SAP PM Question: How can I show equipments characteristics in a list? I need to list one characteristics of all equipaments. How can I do this? How is the simple way to do this? Try this. Go to IH08 In CLASS on the selection screen, select the class desired. In Valuation, select the Characteristic value desired. Execute This will list all Equipments of a particular class having a particular Characteristic value. or You may also try this. Go to Object List (CL6B) Mention the Class and Class Type. Tick on "Select Characteristics" and "With assigned values" Execute. This takes you to another screen wherein all characteristics of the class selected on the first screen are listed. Select the Characteristic you want and "Copy" This lists all Equipments of a particular Class with a particular characteristic. How to configure the scenario of rotating equipment , i.e a Sub assembly which can be used on line 1, line 2 and can also be kept in store . History of the equipment should move along with it to each line. Create the item as an equipment (IE01) this will fit into your scenario. Then you can install and dismantle the equipment as it moves around functional locations. My Scenario is to move as well as store the equipment in stores as an material but with its history. A Equipment X is used in line 1, and removed and provided in line 2 and after some repairs kept in stores .from where it can be issued against W/O for line 3/1/2 I feel equipment serial number management can help , but don't know how to configure and use it . Yes, you are right the serialisation process will help track where your equipment is and has been. You will need assistance for the MM people to have the serialisation activated in the material master (a special material type may have to be created). It is hard to explain how it works but I will give you an indication of the process I used at a previous business. They had Material types "ROTO" & REPA" which could be both serialised for Rotable equipment. The serial number used in the material master was the equipment number of the Rotable equipment.

1. Work Order created to replace equipment X on line 1. 2. Equipment Y book out of the store which changed the status to "AVLB"(the serial number must be added before

the equipment can be issued). 3. Equipment X physically replaced with equipment Y. 4. Equipment X position changed to "DISM" to show it is not currently in that position. 5. Equipment Y is installed to the Functional Location and the position is "INST" (including the correct date of

installation). 6. Equipment X is repaired using the same Work Order (total costing reasons). 7. Equipment X is repaired and is ready to be booked back into the store. 8. The Work Order is Technically completed. (this must be done before dismantling the equipment otherwise the

link to the Functional location costing is lost A serialised equipment carries no costing detail in the master data because it gets it from the Functional Location it is installed on). Once TECOed the data is locked.

9. Equipment X is dismantled from the Functional Location. 10. Equipment X is booked into the store which changes the status to "ESTO" 11. M3 Activity report detailing the repairs is created to equipment X. 12. What are the sample standard list of failure/damage code which I can use for Petrochem companies?

13. Basically for failure / damage we have created one catalogue including some GENERIC CODING, I think it can be applicable to any of companies using generic codification.

14. Some common object element 9 & 40 generic damage code group are there where we can add damage code group etc.

15. Catalog Code grou Short text (esc) Status Code Short text for code 16. 17. B OBJPRT Object Parts of All Mach 2 A01 Coolant Object Part 18. 2 A02 Electrical Object Part 19. 2 A03 Heating Object Part 20. 2 A04 Hydraulic Object Part 21. 2 A05 Instrumentation Object Part 22. 2 A06 Lubrication Object Part 23. 2 A07 Mechanical Object Part 24. 2 A08 Pneumatic Object Part 25. 2 A09 Refrigeration Object Part 26. C DAMAGES Problems 2 P01 Abnormal condition 27. 2 P02 Accident 28. 2 P03 Air Lock 29. 2 P04 Bend 30. 2 P05 Blow Off 31. 2 P06 Broken 32. 2 P07 Burnt 33. 2 P08 Clogged 34. 2 P09 Crack 35. 2 P10 Damaged 36. 2 P11 Deterioration 37. 2 P12 Disengaged 38. 2 P13 Dry Solder 39. 2 P14 Earthling 40. 2 P15 Enlarged 41. 2 P16 High Level 42. We have a requirement to check that sold-to partner function is mandatory during equipment creation (IE01).

This can be done via configuration. However, the requirement is also to allow users to delete this partner using IE02. Hence they only want the partner to be mandatory during IE01 and not IE02.

43. I believe only way to do this is using a user-exit. We know of a user-exit IEQM0003 that is allows us to put in logic before equipment is saved. However, this user-exit doesn't have parameters to partner data.

44. Is there any other user-exit that can be used? 45. Answer: 46. You could check to see if you could read the partner from the memory within the FM. However you could

potentially accomplish the same using the following steps without programming. 47. You could use the View profile settings in configuration and transaction variant functionality (SHD0) to

accomplish this. 48. -> As a first step Make sure to add the Partner view as a sub screen to the very first screen using View profile

settings for the equipment category in SPRO. (This will force the partner field to be available directly on the initial screen when a piece of equipment is created).

49. ---> Now create a Transaction variant for the standard transaction IE01 and here select the sold to partner custom type and leave the value field blank.

50. - Now on the configuration for the Transaction set the Partner type to be imported with value "SP" and mark the content field to be mandatory.

51. -- Leave all other settings to default and save and exit. 52. ---> Now set this Transaction variant as a standard variant for this transaction. 53. This should do the trick. The user will be forced to enter the sold to party on the screen. 54. - However for change transaction (IE02) the user can delete this partner type without any issues.

How do you calibrate a reference equipment --> when the test passed --> the equipment is calibrated for a certain period of time, for example = 1 year. This information is needed to be register on the test equipment for later used. Solution: The following steps are in accord to our business. It will be good as reference for your own company. 1. Create Test Equipments ( IE01) 2. Create MIC ( Master Inspection Characteristic ) : for what parameter you want to record results ( QS21 ). 3. Create a Maintenance Task List With Header. - a. QM Data as --> 300 ( Inspection Point for a Equipment) - b. Refer MIC ( Master Inspection Characteristic ) by Selecting Inspection Characteristic Overview 5. Create a Maintenance Plan with Test Equipment by mentioning order Type as a Calibration Order ( IP01 ). - (Give required Plan Parameters and cycle length etc.) 6. Attach the calibration Task List created earlier. 7. Schedule PM Order ( IP10 ) 8. This will create a Maintenance Order Linked with Inspection Lot. 9. Record Results and Do Valuation for the Equipment by Using QA32 . What is serial 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 A produces three different types of Batteries : Type X Type Y Type Z There is a material master record for each type in the system. For control purposes, the company wants to know which customer received which battery type, and which serial number(s) of the battery type were supplied to the customer, when the individual batteries 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. Create Serial Number for material -Tcode IQ04 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 batteries 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 serial number profiles. The serial number profile defines how and under which conditions a serial number is assigned for a material. Use T.Code OIS2 1. Create a serial number profile by entering an alphanumeric key with a maximum of four characters as well as a description. 2. Choose "Serialization transactions". 3. With Table view -> Other view , you reach the data screen on which you can define the serial number usage and equipment required. 4. In addition, specify whether the allocation of the serial number should be carried out mandatorily or optionally. If serial numbers are not required, they can be created during document processing. 5. Enter the equipment category for serial numbers We are having one equipment as reference object in maintenance order. My client want multiple equipment in reference object in maintenance order so that we can reduce the number of orders and we can assign components to multiple equipments separately. Answer: No, it is not possible to have the multiple equipment in reference object screen. But you can put all related equipment into object list of the orders. Disadvantage of this is while viewing equipment history you cannot view that order for the equipment which are assigned in object list. You can only display the order in the history of equipment which is assigned in reference object screen. For reducing maintenance orders per reference object you can use object list. The object list does not control the order-no adjustment of work to be performed, update of history or cost distribution will take place. You can use customer exit IWO10027 to distribute the order cost proportionately to objects in the object list. According to my knowledge, you can get Maintenance history of Multiple equipments assigned in object list & Order without any User Exit. You have to run IW37N or IW38 , Check Mark "incl Object List " & input Equipments Number Range you will find the Order & Equipments included in Object List. For distributing Cost to Equipments in Object List You need to use User Exits. One More disadvantage of using Object List is even I do Assignment of Equipment in Object List to Each Operation in Order & I book Some Materials in each Operation, I Cannot find this Report inIW13 or S_ALR_87013434 - Material Where-Used List . This Material Reports Works only for Main Header Equipment. I would suggest go for Object List only if are Working with Group of Equipments Carrying Same Operations where Cost Booking is not so important but you need Maintenance History. For Ex , Lubrication of All Pumps , Calibration of No equipments , Check of Oil Level in Gearboxes , Lubricating Motors bearings , Checking of Temperature gauges where you need ensure Maintenance is done for All equipments. Even if you want to Distribute Cost Proportionately you can use Object List , for Example I have Calibrated 10 Equipments using One Maintenance Order , with 10 Equipments in Object List , Cost of Calibration is 1000 Rs , So Cost of Calibration of Each Equipments is 100 Rs or 10% of Total Cost , I Settlement Rule I can mention this 10% & I can pass this to individual equipments easily , Take Other case One Equipment have Costed me 70 Rs , Other Equipment 130 Rs who is going to sit & calculate the Percentage Cost Share of Each equipments. For Overhauling of particular pump or during shutdown or major overhauling better Use Order & Sub Order for Easy Cost Capturing & Maintenance History. Work Center and Cost Center in PM Difference between work center & main work center. SAP Definition for Work Center: An organizational unit that defines where and when an operation must be performed. The work center has an available capacity. The activities performed at or by the work center are valuated by charge

rates, which are determined by cost centers and activity types. Work centers can be: - Machines - People - Production lines Main work center for maintenance tasks. Key which uniquely identifies the responsible work center for this technical object. Definition: responsible work center: - Plant Maintenance (PM). - A work center that is in charge when a maintenance task is performed. Difference between cost center and work center. Cost center is place where you incur your costs. Work center is a place where an operation is performed by a person/machine (group). Link between them: The activities performed at or by the work center are valuated using charge rates which are defined/determined by cost centers and activity types. What is meant by work center category? What is the link between work center category and work center? How to configure? What is the tcode for that? Basically work center category decides the capacity (means ability to do work). The category defines the activity type for costing and scheduling the categories mainly we come accross in the production are labour and machine. Hence to define labour cost, machine cost and setup cost we define work center category to create work center and we enter defaults therein. For a period of time if there are no much changes we generally prefer production line, and if there are much changes in the production we prefer activity type for individual order which we call production order. By this you can understand cat type 001 for machine and cat type for labour. Work center category used to define which screen selection & field selection for a particular work center. OP40 is the T. Code for Work Center Category. With reference to the Work Center category, you will know which type of Work Center it is. Either a Machine Work center or Production line or Plant maintenance etc. will be known. Company want to use the functionality of operation split in SAP PM and assign the personal numbers (integration with HR-work centers) to each split to capture the people names. Also can I schedule the work at the person level instead of work center. Suggestion: You can split an operation into sub-operations. You can create sub operations at Operation overview screen of main operation. Insert the "Main operation number" again at Operation field and give the "new number" for Sub operation number at SOp.field. Steps are as follows: 1. Create the operation as usual (say 0010) 2. In the next line again give the main operation number & in the Sub operation column i.e. column next to operation i.e. in Sop. enter the sub operation no. you want i.e. say 0002. The moment you enter Sub operation no. and press enter; system will prompt you to enter time for activities and finally it is created. You will observe that whenever there is a sub operation; there is no check box under sub operation where as in 0010 you can see that check box (Column before Base Qty). Also you click on that Sub operations and can see the details within it.

Regarding scheduling the work at person level, you need to assign the work/operation to person. Assign the Work, Duration & number to operation in your Maintenance Order and save the order. Now, open the order, then select the operation & go to Internal tab. Then you will find then the requirements Assignments Tab where you can assign the individual personnel with each work hours and schedule the same. And take care if you want to assign personal numbers to Work centers, to do it on the correct level. You need to go to the details of the capacity first and than assign your personal numbers. Quantity Splitting in Operation Suppose we have PRODUCTION ORDER for material A for 10 pc in which operation are: 10-Turning 20-Plating 30-Deliver to Store Now, we want to perform operation 10 on two work center w1 and w2 each for 5 pc of A. Now how I can do this in SAP as we cannot confirm operation 10 two times for two work center. So we need a way through which we can confirm 5 pc of A on work center W1 and 5 pc of A on work center W2 for operation 10. Total for INPUT FROM OPERATION 10 TO operation 20 is 10 pc. Suggestion: You need a Parallel sequence with : Seq0 Op10 Work Center A, Seq1 Op10 Work Center B, Reference Seq. 0, Branch Op10, Return Operation10. So in Operation 10, you have 2 process running parallel. To control the quantity, you may need to modify your BOM example: BOM For Material X = Component Y required 10pcs Split 10 pcs into 5 each in BOM as below. Item 0010 Component Y 5 pcs, in routing assign to Seq0, Op10 Item 0011 Component Y 5 pcs, in routing assign to Seq1, Op10 Control the SAP PM Order Type Suppose you want to control the PM order types PM02 (preventive maintenance) to come only from the Preventive maintenance plans. Also, you would like to control the creation of this type of orders via the orders creation option (transaction IW31). Well, you can create two order types for preventive maintenance. The first is used for orders that will be performed by internal personnel. The second is for orders that will be performed by outside contractors (external). You can then configured them so that internal orders are automatically released when the maintenance plan is called. The external orders are configured so that they are created but not released when the plan is called. The planner then makes arrangements for the work to be done then he releases the order. Order types in PM Where can I define functions and settings for each order type? or at least look at the notification type for each order type.

SPRO --> PM CS --> Maintenance and Service Processing --> Maintenance and Service notifications --> Notification Creation --> Notification Types --> Assign Notification types to Order types. Tcode: OMI3 This transaction is not in the S000 menu. This is a customizing transaction .... in the IMG menu. Work Order Cost Control I am trying to control costs on work orders that relate to a project that is approved for a set amount. We havent implemented PS yet, so we are using PM06 work order types to segregate those project work orders. I am thinking to create a work order hiearchy that settles to an internal order. But, I am not sure exactly how internal orders work. In each equipment master related to projects assign internal order number instead of cost center. In settlement profile give settlement receiver as order instead of cost center. So whenever you will create order aginst that equipment system will create settlement rule for Internal order. If don't want to maintain this way then at the time of creating order you have to modify the settlement rule and assign receiver as ORD and provide internal order number. In PM how to Return Material Backflushed Blackflushing does not mean returning of material to stores. With backflush infact the component allocated in BOM get consumed at the time of operation/order confirmation. If you set the backflush then all materials allocated to the Work Order will get issued from stores automatically. So there is no need to do a separate MB1A or MIGO Goods Issue. To return item to store you will have to do a reversal from WO back to stores using Movement Type 262. I want to issue spares in advance to engineers without a service work order....Later on the spares will get consumed or will get returned. How do I do it...and what is the Movement type to be used for issuing and reversing........can any one help. Still I have problem in back flushing. Suppose I made the indicator of backflush in creation of order, then I completed technically, then the actual cost of material not updating, (Note I have not posted the material in MB1A) what is the problem, pls tell me. Did you confirm your maintenance order? Unless you confirm it (IW41) your actual cost will not be updated. Backflushing is a tool so that during confirmation you will not anymore input your materials. System will confirm your consumption base on the order (IW31) you have created. I believe T-Code IW41 is used to confirm the operation and not for materials. When backflush indicator is set in the order for the components reserved then MB1A need not be done and when we say determine cost thru the main menu, the material cost should appear. Actually IW41 works like CO11 (PP module), when you tick the backflush indicator in the order creation the system will automatically copy those materials when you confirm it. Try doing these steps: 1. Create order (IW31) 2. Assign a component to the order and tick the backflush field. (make sure that the component you assign has stock and valuated in the material master - check it thru MM03, accounting and costing fields) 3. Check availability of material and release 4. Goto IW41, enter hours and tick the material icon on the tool bar (you would notice that the materials that was backflush are already copied in the confirmation, try unticking the backflush icon in IW31 and you would notice that the component field will be empty because no material are backflushed) 5. Save 6. Check cost and it would reflect the material consumed. Actually you don't need to go to the component field for it to confirm your consumption. It will automatically post all materials backflushed upon saving your confirmation in IW41. In

short you still need to confirm your order, thru IW41, for the materials to be consumed. MB1A are actually used for set-up where in the one issuing the material to the order are not the same person who is confirming the maintenance order. I hope this clarifies everything. Thank you so much. Yes it works......thanks a ton. But I have a suggestion. I did whatever you said....but what I noticed was once I reserve a component in the order thru IW31 trasanction and release the order and go to main function and say determine cost, the materials cost is automatically copied into the order....Yes the material should exist in the material master....... I feel in the same order when we want to calculate the labour charges involved in particular operations we need to go thru IW41 and confirm the operations so that we can get the labour charges for the personnal involved in that order.(this will be done by way of calculating the Activity types). Your right material cost is automatically copied into the order thru IW31 but these costs are only planned cost. Meaning no accounting documents is being created and no materials being consume to the order only reservations. If you want to have the actual cost reflected you have to go thru IW41 first. Change Maintenance Strategy in General Task List I want to change Maintenance Strategy in General Task List within Tasklist Group. E.g. Tasklist "T3" - Counter 3 with Maintenance Strategy "A" to "B". Tasklist "T3" has been used for several times in scheduling. I try to use IA06, Goto T3 Header - and found Maintenance Strategy at Header was Gray. I don't find this documentation in SAP Help. Is it possible change Maintenance Strategy in Tasklist after created? To change the strategy of a task list which has already been used, we should check the following conditions. 1. The task list should be removed from all maintenance items. 2. Then maintenance package ticks in the task list has to be removed. 3. Then system allows you to change the strategy. 4. Then assign the new maintenance packages (Tick marks). 5. Now assign the task list back to maintenance items. Trust this shall be useful to you. Once the Task list has been created with one maintenance strategy it is not possible to change it to another strategy type. You can delete the strategy provided you have not used it in maintenance items. But in your case it is not possible. You cannot change a strategy as you know, Copy the task list you want to change, then create the new strategy on your new task list. Then create a new maintenance item and allocation of the task list with the correct maintenance strategy. Then create a new maintenance plan and link maintenance item. Maintenance strategies if I am not using any calender While creation of maintenance strategies if I am not using any calender, then system will use which calender days shedule plans? Is it 365 days working? This depends on the Scheduling indicator you choose for the Plan! If you select "Time", then, it will be based on 365 days an year. If you select "Factory Calender", you need to specify the FC. Maintenance strategy.Transaction code-ip11 I entered following parameters in the strategy. Scheduling indicator -Time Strategy unit -MON Shift factor for late confirmtion -60 %

Tolerence for late confirmation -100% Factory calender w8. All above parameters are getting transpered to Strategy Maintenance Plan (Tran.code ip42) except factory calender. Can any body tell me what will be the cause of problem. Scheduling indicator = Time factory calendar does not matter If you want factory calendar to work choose scheduling indicator = time-factory calendar. User Status Set Date in Maintenance order Which table we can get the information about on which date a particular User status has been set in a maintenance order? We get that information in Order Log, but I want to know in which table that information is stored. Table JEST gives the system /user status associated with an order, but it doesnot give any information about on which date a given status was set. I tried search infomation in table CDHDR/CDPOS but no success. I found out the related table. Its JCDS. I believe thats user status of Equipment, not Maintenance order. He is correct. JCDS is the change document or version history of JEST which is the primary status table. Statuses are handled separately from the object in question since each object can have multiple statuses and since statuses can be applicable to more than one object type. That means that the status tables contain statuses for many different objects like equipment, work orders, functional locations, sales orders, etc. The status tables are based on object numbers which are a concatenation of the object type and the table of that object. Order #816025 would be stored as "OR000000816025". Equipment 20701817 would be stored as "IE000000000020701817". Sales order item 10 of 5215 would be stored as "VB0000005215000010". Here are some key status tables: JEST - Object Status JCDS - Change Documents for Statuses JSTO - Status Object Information JCDO - Change Documents for Status Objects TJ02 - System Statuses TJ03 - Object Types TJ04 - Status Control for Object Type TJ20 - Status Profiles TJ30 - User Statuses Just to add in your valuable info on table... TJ02T - Text for system status TJ30T - Text for user status. Many "check" tables (like TJ02 and TJ03) also have text tables as you've mentioned. You can easily find a text table for another table by going to "goto --> Text table" (not to mention that they're usually suffixed with a "T" anyway). SAP to best handle Repeat Maintenance Jobs Has anyone got a good idea or method how to use SAP to best handle repeat maintenance jobs? Actually, we are in the process of trying to sort out repetative jobs from thousands of notifications from last few years, which is by itself an arduous task. After that maybe we can think of a way how to handle the process to reduce these jobs to make the system more efficient. Anyone done something like this before in your Company? By analysing all of your equipment's and having a clear mapping about the frequencies from your task-lists, makes the process relatively simple. You can then group the same type of frequencies into one Maint. Plan for example. We operate a sleek mechanism to ensure all orders are produced only on the week they're due, using IP30 - deadline monitoring (RISHTA20) as a scheduled job. We customised the "Sort Code" used in the Maint.Plan, in a way that reflects the frequencies as mention above. So the scheduled jobs are then created in exact accordance with those sort codes (i.e. frequencies). The maint. planner only has to assign which "sort code" for new plans and the scheduled job is doing the rest. You should think only of a Notification as a polite request for a further action, like to create a maint. order etc. For example in our company, we don't generate any notifications, as we see them as additional handling for no great

benefit. We always create orders direct from the scheduled job. These orders then go to the maint. supervisor's "..workflow..", and they then distribute the orders at their discretion However, if your organisation is huge with many divisions, then perhaps it makes sense to use notification, but only you can decided. Settlement Rule In Maintenance Order In Maintenance Order, in settlement rule screen, there comes two lines with same cost center that it picks from Equipment Master. In one, it is FULL and other Periodic. What does it means or if there is any discrepancy? If work is compleated 100% in one instant we will do the settlement rule in full, other wise if work is compleated half we will go for PER and remaining activity may be settelment rule other PER. Maintenance Order settlement rule having 2 lines that is Per & Ful. Peroidic Settlement- in this settlement rule system settle whatever cost occurs upto today & suppose in future if you want to charge some more cost on the same Maint. Order then system will accept it. And when ful or Final settlement runs the rest of the cost will settle to the cost receiver. But if you run final settlement then in future you will not able to chargeany cost to the same maint. order. Does this means everytime when we are completing the Order we have deleted one of these two lines. You need not to delete any line whether this is PER or FUL. Its depends upon the settlement job which is done manually or schedule batch job. Suppose you has created schedule batch job for PER and FUL both. And the schedule frequency of PER is weekly and schedule frequency of FUL is monthly. Just think that you have created one planned maint order on 2nd of December. And this job will start on 12th of December to 13th December and you have mentioned spares, internal manpower & contract in the maint order. Now stores deliver the required spares on 10th of December and its cost is 10 lacks. Your internal manpower cost is 10,000/= INR and it is booked through IW41 on 13th of December. External / contractor cost is nearly 1 lacks and for this S. E. Sheet created on 20th December and accepted on 23rd of December. Suppose the PER settlement job runs on 8th of December. So next PER settlement job will run on 16th December. This settlement job will settle the spares & internal manpower cost to cost receiver. Now next PER settlement job will run on 24th December. But this job never settle the remaining cost of the maint order because the PER settlement already finished. So the remaining cost of the maint order will settle when FUL settlement job will start. When FUL settlement jobs runs system checks all the Maint. Order which is created in this month and carry any cost which is not settled then this cost will settle through FUL settlement.

Integration Between PM, QM and PP in SAP

What is the integration between PM and QM in SAP? There are many interwoven activities. Let us consider one practical issue of Spare Parts purchase. We prefer to inspect incoming material for compliance of our requirement. 1.While creation of material master, tick the 'Post to insp. stock' box in the Purchasing Tab. 2. If we do not want a task list / Result recording oriented inspection, in Quality tab, choose appropriate selections, 3.When that Spare is received, it will go to Quality Stock. 4. Maint. person can check it and transfer the stock to "Unrestricted Stock" through MB1B via 261 movement, giving a reason as Accepted after Inspection or Rejected. 5. Above procedure is a practical example of PM QM integration. Tips by : Jamez Prabahran Real SAP PM Ticket Raise : When I schedule an equipment for preventive maintenance for a particular day say after 3-months, for that particular day, PP people will also schedule for their production, which should not happen. In equipment master data, if I put the PP work centre, it should solve the problem but I do not how is it going to solve? Another problem is PP people wants to create work centre as group of equipment but I will schedule only one equipment for preventive maintenance. So, if I put the group of equipment as work centre but I will schedule only for one equipment and when PP people will schedule for their production, machine availability of all the machines will be shown as zero? In the equipment Master, under the location tab, mention the PP work center, and in the task list under the Header give the system condition "0" ie M/C not in operation, before doing this in the custimosation under Maintenace and service order---general data---- "Create System Conditions or Operating Conditions" check the box for PM reservation.so when ever a maintenance order is raised against that equipment, it will block the prod.

One doubt still remains that if PP people takes work centre as group of machine (say there are 4 lathe machines, now they want to take work centre as lathe for the whole group). So, if I enter this work centre in the location tab pages of the equipment master (in one lathe machine), whenever maintenace order is raised for only one lathe, will it block the production for the whole 4 nos of lathe machines or only for one lathe machine. Since the order is raised against only one equipment, the work center for that particular equipment will be blocked. Tips by : Giri The linking is like this (my understanding) PP work center is recorded in the PM equip master and PM order is created/rel for that particular PM equip. a. If 4 m/cs together are defined as one PP work center and each of these 4 m/cs are individually defined as PM equipment and this PP w/c is recorded in each of the 4 PM equip master then a PM order for any or all of these PM equip will affect the PP w/c b. If 4 m/cs have one to one relation as PP w/c and PM equip and have been respectively entered in the each equip master then whenever a PM order is created for a particualr equip only that particualr PP w/c will get affected. Define the relation between the PP w/c and the PM equip based on how it is required for the business. Tips by : Hari How to configure the integration of PP and PM, where it is being done in SPRO, what are the pre-requisite and what are the steps. By Bala: In SPRO - Under Maintenanace and Service order ---> general data ----> "Create System Conditions or Operating Conditions" --> check the box for PM Reservation. In the equipment Master, Under the Location tab, mention the PP work center and In the Order Header data, Give the system condition as "0" ie M/C not in operation. SAP PM Integration With Other Modules MM-PM Integration Tell me the integration of MM-PM , and generallyin what type of scenarios, and in which industries . The integration aspects of MM-PM are: 1) for non stock materials requirement, purchase requsition can be created from the plant maintenance order. PR is converted to the Purchase order. when ever goods receipt is done , the cost is directly booked to the plant maintenace order. 2) for stock materials requirement,,reservation can be created from the plant maintenance order and the material can be issued to the order against the reservation. 3) Like materials , for services also PRs can be created from the plant maintenace order. Another integration is BOM - Bill Of Material. With Equipment BOM, you can create a list of material through which equipment is created or in othre words you can mention the spares that you may require during the maintenance of the equipment. FICO-MM-PM Integration Explain the integration points between PM and MM/FICO during the PM configuration. Below are some integration aspects: Integration with MM: 1.Material master record for Batch Managed material as Equipment 2.Reservations and Goods Issue for Maintenance Order 3.Material valuation class/types for refurbishment materials as equipment 4.Triggering PR from Maintenance Order Integration with FICO: 1.Asset/Sub-Asset numbering in Equipment Master Data 2.Activity based costing for Operations performed through Maintenance Order 3.Settlement of accrued costs in Maintenance Order to G/L Account,Cost Center, Asset etc.

Have a customer who wants to simplify the PM process creating the PM Order, like doing it automatically with a predefined pattern. How can we do it? Create a Maintenance Item with a Maintenance Plan. Using standard SAP is the best thing you can do. Prepare a general maintenance task list beforehand for corrective maintenance. Make sure you have a good list of possible operations, material components etc. When a failure occurs it's easy to create an order with IW31 transaction and copy the task list to the order. Now you only need to adjust the order accordingly. How do it: a) Go to IP42 and complete all fields, create the task list in the TASK LIST field or IA05, remember: to run automatically you need customizing Maintenance PACs and measuring points to use IK21 or IK11 for inputting (hours, days, Km, etc) b) Use IP10 to program a plan one-to-one or IP30 to run a list plans in background period and automatically creating a PM order (PM02 / Standard Preventive) that you can find weekly by IW38 / PM02. Notes: If your SAP PM is connected to plant control system, it's possible to generate work order in a few seconds for the breakdown equipment. If not connected, then operations staff have to create notification immediately after equipment breakdown or manual call a maintenance plan for the breakdown equipment to create order. For random failures, I think notification can be generated automatically if SAP PM is connected to facility / plant control system. Otherwise there are a few options to choose: 1) Operations personnel creates notification as soon as the failure occurs. 2) Manual call a maintenance plan for the broken down equipment. 3) Do the job first and then use historical notification type. 4) Have a dedicated planner for managing work orders. 5) Improve users SAP skills to use SAP because creating notification / order won't take more than 1 minute doing it. Computers will not do any good if humans don't know how to do it in the first place.

The Steps Regarding Refurbishment Order

1. The order use for repairable spares ( combination of material and serial number, for which an equipment master record can also be created. ) 2. The repairable spares disentail first & change the valuation type Defective. ( In case of valuation types are new, refurbished, defective ) 3. Creation a Refurbishment Order a) The header data screen appears for the refurbishment order, enter the material number. b) In the section Quantities, enter the total number of repairable spares which should be refurbished for this order. c) The plant and storage location from which you want to withdraw the repairable spares to be refurbished ( Valuation Type : Defective ) d) The plant and storage location to which you will return the repairable spares to be refurbished. (Valuation Type : Refurbished ) e) Save the refurbishment order. 4. The employees responsible for the refurbishment withdraw the repairable spares to be refurbished from the warehouse, along with all the other materials scheduled in the order that you require for the refurbishment. The goods issue is entered. ( Movement Type 261) 5. The employees responsible for the refurbishment enter completion confirmations for the refurbishment order. These completion confirmations provide an indication of how much work has been done. 6. A goods receipt ( movement Type 101 ) is posted for the refurbished repairable spares. This automatically updates the valuation type (Refurbished) in the serial number master record. The repairable spares are now in full working order again and can be used. 7.The quantity delivered is displayed in the order header. 8. Refurbishment orders can be settled to the material to be refurbished. 9.The order balance is subsequently settled to the material account according to the current price. ( The material price for that valuation type i.e. refurbished is update ) For creating refurbishment order for material, you should have 3 valuation types for material, e.g C1-New, C2-Refurbished, C3-Defective, these valuation types are defined in system by MM consultant.

Explain in detail what is the use of Refurbishment Order and for what purpose it is used? Normally refurbishment will be done for repairable materials (Spare part of equipment's). These materials will be split valuated. Type of equipment is any equipment which will be repairable. You use refurbishment when you have to repair equipments which are in stock and after repairing send them back to stock. The other case is when you have field service where the equipment is in the field and you have to repair it. The service engineer visits the equipment. You use normal maintenance order for field service. In case of refurbishment material movements occur for the equipments and hence impact inventory. Imagine you are servicing Airtel's radio towers. That is field service. On the contrary a laptop repair happens in your service center. And hence will reflect in your inventory. Refurbishment Order is very much like other maintenance order except that it is always settled to a material instead of to a cost center. During a breakdown, e.g. burning of motor of a machine, we normally creates a breakdown order, issues the motor from our store on the basis of this order & get the machine work. Meanwhile we will put back the burnt motor in our storage location which is nothing but a store for us. But now what is to be done with the burnt motor. Here we uses the refurbishment order, repair order for the motor. We creates a Maintenance order with order type PM04, issues the burnt motor for this order, maintains the components required for repairing this motor, we get the work done on the motor & confirms our order operation like other orders. Now we have to return this material to the store with upgraded valuation type i.e. from Damaged to Refurbished. So the cost here is not going to settle the cost center but to material resulting in increased value of motor. The refurbishment of repairable spares is important for companies, for which system availability is a critical factor (for example, the process industry, oil producing and processing, steel processing) and for which repairable spares guarantee a high level of system availability. The refurbishment of - usually high value - faulty repairable spares is of considerable economic importance for these companies and is often a core process in Plant Maintenance. It is often much more cost-effective than a brand new purchase. In production plants or other technical objects, high value components are often used (pumps, motors and so on) which are replaced in case of damage by a functional repairable spare and then refurbished using a separate order. In addition to the functions for Plant Maintenance, functions from inventory management and materials planning are also used for the refurbishment of repairable spares. No distinction is made between "good parts" (functional parts) and "bad parts" (non-functional parts) in materials planning. Steps To Follow In Creating Master Warranty What are the steps to be followed in creation of master warranty - (BGM1)? Follow the process steps as: 1. Define the characteristics for the counter e.g. Noofhours with data type Numeric & UOM as Hrs. 2. Go to SPRO, Plant Maintenance & Customer Service - Master Data in PM & CS - Basic settings - Warranties - Define warranty counters

Enter the characteristics NOOFHOURS as warranty counter & check for Default & time dependant. 2.1 In the warranties node, for vendor/Customer warranty check for all the 3 check boxes. 3. Go to T-code: BGM1 Enter the description for master warranty e.g. Truck warranty. Select the appropriate warranty type (customer warranty for CS & vendor warranty for PM). Enter the service text e.g. AshokLeyland yearly warranty. Select the row for service text & click on count tab. Enter the warranty counter value as 365 D & click on save. System will save the master warranty with some number. Go to equipment master, in warranty tab enter the warranty number & start date. Now, whenever you create a notification / order in the system , you will get an pop up for warranty details of the equipment. To used it: A material master record must be created in the system for the repairable spares. Unique identification is only possible if the individual pieces of material have been serialized. It is advisable to use the Customizing function in your system to define an internal order type, which you indicate for refurbishment. However, you can also use an existing order type for the refurbishment. What is the difference between Pass on warranty and Inherit warranty? Pass on warranty You can also set the indicator Pass on warranty when you create a master warranty. If the indicator is set in the master warranty, it is automatically copied when you enter the master warranty in the technical object. This indicator specifies whether the master warranty of the technical object should be passed on to the technical objects lower down in the hierarchy. If this indicator is set, both the warranties of the object being checked and those of the superior technical objects in the hierarchy are displayed in a list during the warranty check. The system searches for the next-highest equipment and the next-highest functional location for which the indicator Pass on warranty is set, and to which a master warranty or a warranty period is assigned. A maximum of two higher technical objects per warranty type are displayed. Inherit warranty This indicator specifies whether the master warranty or the warranty period can or cannot be inherited from the next-highest technical object in the hierarchy level. If the indicator is set, both the warranties that have been passed on and the warranties for the technical object are displayed in a list for the warranty check. If the indicator is not set, only the warranties for the technical object are displayed. For example: If you have a Car and now if you have created a CAR as an equipment and any major part of Car like engine, if you have created engine as an equipment then Car would be a superior eqpt for engine, thus engine is installed in Car, now if both have same warranty details then you can maintain warranty details for CAR and pass on the same to Engine. Thus here, engine would inherit the warranty from CAR.

It would work in this way. You can maintain warranty details for CAR like start date, Master warranty & tick pass on warranty. Now in engine, just enter the start date, tick inherit warranty and on creating Maintenance Order on Engine. If it is in warranty you would get a warranty pop up. Explain the use of warranty claim? In our scenario, we have equipment that are under warranty from our vendor/supplier. How can I use warranty claim in this scenario? Answer: Warranties can be of two types: 1. Customer Warranty 2. Vendor Warranty For these two type of warranties, we can made active and define in the transaction "GM01 & GM02". Number range for warranties will be done "BG00". For the default values, we need to maintain in GM03 and then you define the characteristic as warranty counter in "GM04". The following steps will helps you to understand better: Creation of warranty counter steps: 1. Create the warranty counter as a characteristic in the Classification System. To do this, choose Logistics -> Central functions -> Classification -> Characteristic -> Create 2. Enter the name of the characteristic and choose Create. The screen Create Characteristic is displayed. 3. Enter a short text for the characteristic in the block Basic data. In the block Formatting, enter a numeric data type. 4. Choose Continue. 5. Enter the number of characters, decimal places and the unit of measure for the warranty counter (for example, the unit Year for the characteristic Warranty period). 6. Save the characteristic. 7. Define the warranty counter in Customizing. Plant Maintenance and Customer Service -> Master Data in Plant Maintenance and Customer Service -> Basic Settings -> Warranties ->Define warranty counter. How do I change Notification Type once it is created? by: Malay Ghosh

Under certain circumstances, you can change the notification type when you create or change a notification using the functions for simplified notification processing. In the standard System, certain settings are active in Customizing that control or restrict the ability to change the notification types. If you want to override the Customizing settings in the standard system that control the notification type change, your system administration can achieve this using a customer enhancement. The settings that control a notification type change are predefined in Customizing for Cross-Application Components for each notification type : Notification --> Overview of Notification Type --> Allowed Notification Types For each notification type, this table specifies which new notification types can be selected for a change. When you process a notification, the system will only allow you to choose the notification types that are defined in this table. When you create or change a notification, you can only change the notification type if the notification has the status OSNO (Outstanding notification). - If the notification has already been put in process, you can no longer change the notification type. - In addition, when you change a notification, you can only change the notification type if the notification has the origin G0 (General notification). Using customer enhancement QQMA00028, you can override the settings that control a notification type change in the standard system. For example: - You can disallow notification type changes that are possible in the standard system. You cannot, however, allow notification type changes that are not permitted in the standard system. - You can control which notification data will be copied into or deleted from the new notification following a notification type change. In the standard system, all notification data is copied following a notification type change. If you do not want this to occur, you can use this customer enhancement to delete selected data. 1. What is mean by action box? What is the use of action box? 2. How to create action box? 3. How to assign the action box to notification? Answer: Action Box: When you process notifications, you can use the action box to execute follow-up functions. A follow-up function is a function that: - Can either be executed as part of an overall business process or independently of such a process. - You can select and execute in the action box by means of a mouse click while you are processing a notification or task. You can also use the Action Box for further follow-up in processing of Notification. e.g. You can send mails to SAP users (other than using Service Objects) by creating an Icon using this Action box-Follow-up action. Once you do/create an Icon, that will be appearing in the respective Notification type (on the right side). By clicking the icon, we can do the further follow ups/process. Modules Path: Quality Management -> Quality Notifications -> Notification Processing -> Additional Notification Functions -> Define Action Box

or Plant Maintenance and Customer Service -> Maintenance and Service Processing -> Maintenance and Service Notifications -> Notification Processing -> Additional Functions -> Define Action Box How to hide the information icon (i) in notification header? This icon is located in notification subject (above the long text box). Answer: Go to SPRO -> Plant Maintenance and Customer Service -> Maintenance and Service Processing -> Maintenance and Service Notifications -> Overview of Notification Type Select the notification type for which you are facing that problem and in "Dialog Structure" (left side) double click "Screen Structure for Extended View". Select the all lines and click on "Detail" icon (Ctrl+Shift+F2). Then click next entry and check which sub screen has 032 in reference to your requirement and just clear it. Notes: Using the Configuration Settings as described above would remove the Information icon but it would also remove the Subject Tab and the Coding Catalog from the Notification Type. The Information icon is linked with the Coding catalog as defined in your catalog Profile. It displays the information for the Coding Codegroup and Code you have used in your notification. If you would remove the coding catalog from your catalog profile then the information icon would be hidden but also the coding catalog. The only way to achieve the removal of information icon in front of coding catalog without the removal of coding catalog or Subject Tab, is using Screen Painter (SE51) or using SHD0 to create a screen variant for the Create Notification Transaction. How to identify whether Notification is closed (or) not? While trying to extract the QM data into BW system. I have some doubts about notifications 1) Once a Notification is created , will it be changed (or) directly closed . I mean, Notification Creation ----> Notification Changed--> Notification Closed (or) Notification Creation -->Notification Closed 2) If a Notification is closed then how can I identify whether it is closed (or) not. Answer: Check Notification status at QN header level. OSNO - Outstanding notification NOPR - Notification in process NOCO - Notification completed Once you create QN then system will put status as OSNO. This one would be initial sta