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1. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Project Sarthak
Table of Content.
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2. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
S.No. Page No.
1. Introduction ............................................................................................................ 4
2. Getting Started ....................................................................................................... 6
3. Master Data .......................................................................................................... 18
3.1 Functional Location ................................................................................................................... 18
3.2 Equipment .................................................................................................................................. 29
3.3 Equipment Bill of Material ........................................................................................................ 43
3.4 General maintenance Task lists .................................................................................................. 50
3.5 Work Permit ............................................................................................................................... 59
3.6 Characteristic ............................................................................................................................. 67
3.7 Measuring Points ....................................................................................................................... 71
3.8 Work Center ............................................................................................................................... 80
3.9 Maintenance Planning ................................................................................................................ 85
3.10 Maintenance Plan Scheduling .................................................................................................... 92
4. Maintenance Processing .................................................................................... 102
4.1 Measuring documents .............................................................................................................. 102
4.2 Breakdown Maintenance Process: ........................................................................................... 123
4.3 Preventive Maintenance ........................................................................................................... 160
4.4 Regular Maintenance : ............................................................................................................. 203
4.5 Calibration Process: ................................................................................................................. 209
5. Plant Maintenance Information System .......................................................... 217
5.1 Standard Reports ...................................................................................................................... 217
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3. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
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4. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
1. Introduction
SAP R/3 is an “integrated and industry-independent standard software” which
covers integrates and connects all functional areas in a business. SAP AG defines
integration as "defined communication". Although R/3 is designed for complete
integration, it can also be used for a couple of business areas.
SAP is the abbreviation for “Systems Applications and Products in Data
Processing”.
The purpose of this document is to provide an overview of SAP PM Functionality and
the details of how the transactions are carried out in SAP R/3.
The document has been organized as follows;
Master data maintenance required for PM module is covered first. Master data
maintenance is the most important aspect as these data affects all the transaction
where that Master data is used. It is very much controlled by authorizations as per
the policy of the company.
As a PM user, you will be using various transactions to replicate day-to-day work
in SAP R/3. So all the transactions, which are relevant to you for carrying out
Plant Maintenance activities, are covered in this.
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5. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Master data maintenance and transaction processes are explained with the help of
SAP screen Shots. This will help you in executing the same perfectly.
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6. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
2. Getting Started
LOG ON:
Select SAP Log in Icon
On PC Desktop & press enter key or double click,
Or follow the menu path as shown in following screen:
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7. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
The following screen will appear.
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8. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Select Server and click on Log on icon
Logging onto the SAP R/3 system
Sap R/3 systems are client systems. The client enables you to run
several business operations at the same time in one SAP R/3 system.
Client is, in organizational terms, an independent unit in the system.
Clients have their own data environment and therefore their own user
master and transaction data, assigned user master records and chart
off accounts and specific customizing parameters.
So that you log on to SAP R/3 system, you must have a master record
created for you for corresponding client. For reasons of access
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9. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
protection, you must enter a password when you log onto the sap
system. The system does not display the password you enter.
SAP R/3 system is available in several languages. Use the language
input field to select the logon language for each session.
Elements of the screen layout
Command Field: Use command field (hidden as default) to go to
applications directly by entering the transaction code.
Standard Tool Bar: the push buttons in the standard tool bar are found
on every screen in an SAP R/3 system. Any push buttons that cannot
be used in a particular application are grayed out. If you place your
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10. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
cursor on a push button for a while the system displays a quick info text
that explains the push button function.
The Application Tool bar: shows which functions are available in the
current application.
A Tab page: provides a clearer overview of several information screens
Status bar: the status bar displays information on the current system
status, for example. Warning or error messages
Menu bar: the menus shown here depend on which application you are
working in.
Title bar: the title bar displays the functions that are available for the
user.
Checkboxes: checkboxes enable you to select several options
simultaneously within a group.
Radio Buttons: allow you to choose exactly one item form a selection.
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11. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
The below shown screen gives you a detail explanation.
Menu
bar Standard
toolbar
Title bar
Command
Application
toolbar
Tab Page
Input Fields
Check
boxes,
Radio
Buttons
Status
bar
SAP Easy Access
Sap easy access is the standard entry screen displayed after the logon.
You navigate through the system using the tree structure.
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12. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
You are greeted by your
logo in the right-hand
part of the window
Selecting Functions
You can call functions in the system as follows
o Menu Option
o Favourites
o Entry in the SAP easy Access menu
“/n” ends the current session
“/i” delets the current session
“/oCV01N” opens a new session and branches out to the transaction
specified (CV01N)
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13. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
By entering “ search_sap_menu” in the command field, you can
display menu paths for the desired SAP transaction.
Command Field
Menu
SAP easy Access and Favorite
List
Field help : F1 and F4
Use F1 to display an explanation of fields, menus, functions and
messages.
F1 Help also provides technical information on the relevant field.
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14. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
F1 Help
Use F4 to display possible inputs . you can also access F4 help for a
selected field using the button immediately to the right of that field.
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15. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
F4 help
User – Specific Personalization
The end user has many possibilities for personalizing the system. For
example as shown in the screen below.
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16. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
SAP – Symbols or icons
Keyboard Keyboard
Button Description Button Description
Shortcut Shortcut
Ctrl + Page First page
Enter Key Enter/Continue
Up
Save to
Ctrl + S Page Up Previous page
database
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17. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Next page
F3 Back Page Down
Exit System Ctrl + Page
Shift + F3 Last page
Task Down
Create New
F12 Cancel None session
Create shortcut
Ctrl + P Print None
on Desktop
F1 Help
Ctrl + F Find F1
Customize Local
Ctrl + G Find next Alt + F12
Layout
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18. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
3. Master Data
3.1 Functional Location
Functional locations are elements of a technical structure (for example, functional
units within a system). Functional locations can be created according to the
hierarchy, and can be structured based on the following criteria:
Functional
Process-related
Spatial
Each functional location is managed independently in the system, to :
Manage individual data from a maintenance perspective for the object
Perform individual maintenance tasks for the object
Keep a record of the maintenance tasks performed for the object
Collect and evaluate data over a long period of time for the object
Trigger:
Functional locations need to be structured according to functional, process-related or
spatial criteria. Whenever any new location identified we need to create Functional
location.
BUSINESS PROCESS PROCEDURE OVERVIEW
A functional location is an organizational unit to structure the maintenance objects of a
company according to functional, process-related or spatial criteria.
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19. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
BUSINESS PROCESS PROCEDURE OVERVIEW
A functional location represents the place at which equipment(s) can be installed and a
maintenance task is to be performed.
Output – Results Comments
Functional location created
Procedural Steps
ID: PM Title: Maintaining of Master data – functional
location
Business process: Functional Location
Transaction code: Menu path: Logistics Plant maintenance
IL01, IL02 Management of Technical Objects functional
location Create (IL01)
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20. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Description:
Use this transaction for creating structured location
Double CLICK on selected line or press Enter to get following screen
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21. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Instructions
In the initial screen, enter the values in the following fields:
Field name Required User action and allowed values
/
Optional
Functional location R Functional location code is to be entered as per
the structure
Structure indicator R Structure of func. With hierarchy level
Fuct. loc. cat. R Type of fictional loc.
“Press enter key“ or click on icon
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22. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Description R Functional Location. Name is to be entered
(40characters). If the name exceeds, use long
text.
Ensure General data screen is open or click on GENERAL TAB
Field name Required User action and allowed values
/
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23. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Optional
Weight O Weight of the Functional Location
Size O Size of the Functional Location
Start up date O Actual start date of usage
Acquisition value O Value of the Functional Location at the time of
acquiring
Acquisition date O Date on which the Functional Location was
acquired
Manufacturer O Manufacturer of the Functional Location
Manufacturing O Country, where the Functional Location was
country manufactured
Model number O Model number of the Functional Location
supplied by the manufacturer
Constr. Yr/mth O Year and month of Functional Location
constructed
Manuf Part No. O Part number of the Functional Location as
supplied by the manufacturer
Manuf Serial No. O Serial number of the Functional Location as
supplied by the manufacturer
After entering required data click on LOCATION TAB
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24. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Maintenance plant O Maintenance plant, where the Functional
Location is located
Location O Location of the Functional Location, for ex:
Building where it is installed.
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25. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Plant section O Further low level identification of location.
Work center O Production work center, for blocking from
production during maintenance work.
ABC Indic O As detailed below :
After entering required data click on ORGANISATION TAB
TO GET FOLLOWING SCREEN :
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26. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Company code R R/3 will copy the respective company of the
maintenance plant.
Business area O For viewing profit and loss statement/area wise
costing.
Asset O Appropriate asset number should be assigned
to the Functional Location.
Cost center O All the costs incurred at the Functional Location
level are collected at these cost centers level.
Planning Plant O Maintenance planning plant, defaulted as that of
maintenance plant.
Planner group O Planner groups as per the maintenance
planning activities.
Maintenance work O Maintenance work center, currently represents
center the departments like ME, EE, IE, CE & SE
Catalog profile O For Functional Location history generation all
the codes are maintained in a catalog profile.
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27. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
After entering required data click on STRUCTURE TAB
You will reach the following screen
Field name Required User action and allowed values
/
Optional
Functional Location O Functional location under which the Functional
Location is functioning.
Superior Functional O Superior Functional Location under which the
Location Functional Location is functioning.
Tech Ident. no O Technical identification number of the
Functional Location.
Const Type O Material of construction.
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28. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Click on to Save and following message will be given by
the system
The Functional Location is saved.
Through transaction code IL02, required functional location can be opened for
editing
If Functional location installation is to be changed, click on icon
on structure tab, to get the following screen
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29. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
First dismantle the already existing installation and then input / select new
installation location and click on Enter / Continue icon
Click on to Save the changes made and following
message will be given by the system.
3.2 Equipment
A piece of equipment is an individual object that is to be maintained independently.
Each piece of equipment is managed independently in the system, so that you can:
Manage individual data from a maintenance perspective for the object
Perform individual maintenance tasks for the object
Keep a record of the maintenance tasks performed for the object
Collect and evaluate data over a long period of time for the object
Pieces of equipment can be installed and dismantled at functional locations. The
usage times for a piece of equipment at a functional location are documented over
the course of time.
Trigger:
Maintenance history needs to be captured for a physical technical object.Whenever
any new Machine/Computer etc. Purchased we need to create Equipment Master.
Correct Equipment Type has to be choosen always for proper functioning.
BUSINESS PROCESS PROCEDURE OVERVIEW
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30. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
BUSINESS PROCESS PROCEDURE OVERVIEW
This document describes how to create Equipment for use in PM functions. Equipment
are master data to manage physical objects in PM and Customer Service. An
Equipment master data object must be created here before it may be associated with a
Functional Location object.
Output - Results Comments
Equipment Master created
ID: PM Title: Maintaining of Master data - Equipment
Transaction code: Menu path: Logistics Plant maintenance
IE01, IE02, IE03, Management of Technical Objects Equipment
Create (IE01)
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31. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Description:
Use this transaction for creating & maintaining Equipment
Double click or press Enter Key to reach the following screen
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32. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Instructions
In the initial screen, enter the values in the following fields:
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33. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Equipment No in put is required as system creates an
internal no,
Valid on R By default system proposes current date, one
can change to the appropriate valid from date.
Equipment category R Appropriate equipment category to be selected
from the list
REFERENCE
Equipment O Already existing equipment can be used to copy
the data
Material Not applicable this is required when a
material/equipment link is required
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34. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Press Enter key or click on Enter / Continue icon to reach the following
screen
Enter the parameters as detailed below: in „General‟ screen
Screen fields data entry instruction:
Field name Required User action and allowed values
/
Optional
Description R Equipment Name is to be entered
(40characters). If the name exceeds, use long
text.
Object type O Type of machine ex: “select from list”
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35. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Weight O Weight of the equipment
Size O Size of the equipment
Start up date O Actual start date of usage
Acquisition value O Value of the equipment at the time of acquiring
Acquisition date O Date on which the equipment was acquired
Manufacturer O Manufacturer of the equipment
Manufacturing O Country, where the equipment was
country manufactured
Model number O Model number of the equipment supplied by the
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36. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
manufacturer
Constr. Yr/mth O Year and month of equipment constructed
Manuf Part No. O Part number of the equipment as supplied by
the manufacturer
Manuf Serial No. O Serial number of the equipment as supplied by
the manufacturer
Click on Location Tab to get the following
screen
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37. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Maintenance plant R Maintenance plant, where the equipment is
located
Location O Location of the equipment, for ex: Building
where it is installed.
Plant section R Further low level identification of location.
Work center O Production work center, for blocking from
production during maintenance work.
ABCD O As detailed below:
Indicator Strategy
A Critical
B Important
C Non-critical
Now Click on Organization tab to get the following
screen
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38. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Company code R R/3 will copy the respective company of the
maintenance plant.
Business area O For viewing profit and loss statement/area wise
costing.
Asset O Appropriate asset number should be assigned
to the equipment.
Cost center R All the costs incurred at the equipment level are
collected at these cost centers level.
Planning Plant O Maintenance planning plant, defaulted as that of
maintenance plant.
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39. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Planner group O Planner groups as per the maintenance
planning activities.
Maintenance work O Maintenance work center, currently represents
center the departments like ME, EE, IE, CE & SE
Catalog profile O For equipment history generation all the codes
are maintained in a catalog profile.
Now Click on Structure tab to get the following screen
Click here for
Installation
at functional
location
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40. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Field name Required User action and allowed values
/
Optional
Functional Location O Functional location under which the equipment
is functioning.
Superior Equipment O Superior equipment under which the equipment
is functioning.
Tech Ident. no O Technical identification number of the
equipment.
Const Type O Material of construction.
The field in the Function location blank, so it is to be selected for the Hierarchy
Icon.
Click on icon on structure tab, to get the following
screen
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41. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
First dismantle the already existing installation and then input / select new
installation location and click on Enter / Continue icon
If you select the Superior Equipment Instead of Functional Location then that
Equipment will be called SubEquipment.
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42. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
WARRANTY
END DATE
WARRANTY START DATE
Click on to Save the Equipment and following message
will be given by the system
Warranty is the commitment of the manufacturer, vendor, or retailer to guarantee
services to a customer either free-of-charge or only charged in part, over a certain
period of time.
Warranty details of equipment can be incorporated during equipment creation or can
be done in equipment data change transaction and can be viewed through display
mode
Whenever we try to create a notification or order, SAP system will alert with a
warning message with warranty details if the equipment is still under warranty [period
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To accommodate different warranty conditions against different warranty services, a
separate master warranty is to be created and the same is to be assigned to the
equipment master data
Field name Required User action and allowed values
/
Optional
Master Warranty O N.A
Begin guarantee O Start date of warranty
Warranty end O End date of warranty
3.3 Equipment Bill of Material
A “Bill Of Material” (BOM) is a complete, formally structured list of the components
making up a technical object or an assembly. The list contains the object numbers of
the individual components together with their quantity and unit of measure. The
components can be stock or non-stock spares or assemblies, which in turn can be
described using maintenance BOMs.
BOMs are primarily used for the following purposes:
Structure description
BOM describes the structure of a technical object or material. Using maintenance
BOMs maintenance tasks can be planned
Assignment of spare parts
BOM is used in plant maintenance to assign spares for a technical object or
material. This is shown in the figure below:
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Trigger:
A piece of maintenance equipment requires a bill of material for maintenance
purposes.Whenever any Equipment created we can create its BOM for Structuring.
But Before creating Equipment BOM we need to create Material Master.
BUSINESS PROCESS PROCEDURE OVERVIEW
Create a bill of material for a piece of maintenance equipment to describe the
equipment components, maintenance requirements or the assignment of spare parts.
Output - Results Comments
Equipment BOM created
ID: PM Title: Maintaining of Master data – Equipment
Business process: Bill of Material
Transaction Menu path: Logistics Plant maintenance
code:IB01, IB02 Management of Technical Objects Bill of
materialEquipment BOMIB01 create
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Description:
Use this transaction for creating & maintaining Equipment bill of material
Press Enter key or use mouse double click to get following screen
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Equipment no
Plant
BOM
USAGE
Press enter key
In the initial screen, enter the values in the following fields:
Field name Required User action and allowed values
/
Optional
Equipment R Select Equipment for which BoM is being
created
Plant R Enter plant
BOM usage R Select – 4 for Plant Maintenance
Press Enter Key or Click on Enter / Continue icon
To get the following screen
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Enter the parameters as detailed below : in „Material‟ screen
Screen fields data entry instruction:
Field name Required User action and allowed values
/
Optional
Item category R Select Item Category
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Field name Required User action and allowed values
/
Optional
Component R Select item code
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Field name Required User action and allowed values
/
Optional
Component R System defaults description of selected
description component
Quantity R Enter installed quantity
Units R System defaults UOM of selected component
Click on to save the entered data
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3.4 General maintenance Task lists
Task Lists.
Task list is defined as the set of work instructions that will help a maintenance
planner schedule his day-to-day job in a predefined manner
Maintenance task lists describe a sequence of individual maintenance activities,
which must be performed repeatedly within a company. Task lists are used to
standardize these recurring work sequences and to plan them more effectively.
Task lists can be grouped, for example in to two groups - "Inspection" and
"Mechanical Repairs".
The individual maintenance task lists within the group "Mechanical Repairs" and are
identified by the task list counter numbers 01 and 02 as shown in following fig.
General Maintenance Task List
This type of task list is generic in nature i.e. the same general task list can be
used both for equipment and functional location and also for more than one
equipment or functional location of the same type or different types.
Similar general task lists can be grouped and several individual general maintenance
task lists can be created.
General task lists can be used to reduce the time spent creating individual functional
location/equipment task lists.
Trigger:
Need to prepare a sequence of activities that must be repeatedly performed within a
company.
BUSINESS PROCESS PROCEDURE OVERVIEW
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BUSINESS PROCESS PROCEDURE OVERVIEW
Maintenance task lists describe a sequence of individual maintenance activities which
must be repeatedly performed within a company. They are used to standardize
repetitive work processes, to plan them more effectively, and to save time when
creating maintenance orders and maintenance plans.
Output – Results Comments
General Task List created
For General Task Lists
ID: PM Title: Maintaining of Master data - Functional
location
Business process: General Task List
Transaction code: Menu path: Logistics Plant
IA05 maintenancepreventive maintenance Work
schedulingtask listGeneral maintenance Task
lists Create (IA05)
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Description:
Use this transaction for creating & maintaining General task list
Press Enter Key to get the following screen
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Field name Required User action and allowed values
/
Optional
Group R Enter a group name (8 characters only)
Profile R PDIL
Key date R Date from which the task list is to be used
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Enter the field value according to the following table
Field name Required User action and allowed values
/
Optional
Group CNTR R System defaults grp cntr is to be entered
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Work Center O Select responsible work center from the list
Usage O Select 4 for plant maintenance
R Select 4 for plant maintenance
Status
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Click on operation tab
Following screen can be viewed
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In the initial screen, enter the values in the following fields:
Field name Required User action and allowed values
/
Optional
Work center R Select work center
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Plant code R Define plant code like for Noida Engineering=
1100
Ctrl key R Pm 01 for internal operations & PM 03 for
external operations
Operation O Describe the operation to be carried out
description
Work O System will automatically calculate by
calculation key
UN O Unit of measurement for mh
NO O No of persons required to perform the activity
Duration O Duration of Operation
Unit O Unit of measurement for duration
C O Calculation key –2 ( for calculating duration )
Repeat the same above operation for required no of activities
Select components tab for allotting spares required for that activity.
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Material O Select required item code
Qty O Enter the required qty
Click on to save the task list.
3.5 Work Permit
Permits are to ensure that special approval must be obtained before maintenance
orders are executed.
Permits can be assigned to the following objects:
Technical objects (functional locations and equipments)
Maintenance orders
Different types of work permit are required
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Permits can be grouped into permit categories, like
Work permit – General jobs
Hot work permit - Hot job
Confined space work permit - permit to work at confined areas
High reach work permit-Permit to work at elevated places
Trigger:
A regulation or condition needing to be observed when maintenance work is being
performed.
BUSINESS PROCESS PROCEDURE OVERVIEW
A permit is a regulation or condition that must be observed when maintenance work
is to be performed on a technical object. The creation of the permit master record is
covered in this procedure.
The permit can be attached to a Functional Location, Equipment master, or directly to
a work order.
The requirement can be observed at the release or the completion of a work order.
The permit can only be for reference, provide a warning, or cause an error message
unless issued.
Output – Results Comments
Permit master created Master record can be viewed again by selecting row
and choosing details.
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ID: PM Title: Maintaining of Master data – Work Permits
Business process: Work permits
Transaction code: Menu path: Logistics Management of tech.
IPMD objects Environment IPMD permits
Select the transaction as shown in the following screen
Press enter key or double click to reach the following screen
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To view the next screen press Enter key or click on icon
AND THEN ON
to view the following screen :
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Enter the filed values as explained in following table :
Field name Required User action and allowed values
/
Optional
Permit R Enter permit name
Text R Enter description of the permit
Category R Select category of permit from the list
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Field name Required User action and allowed values
/
Optional
Order release O Select required control on order releasing from
the drop down list
1 – while releasing order system will only warn
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Field name Required User action and allowed values
/
Optional
about the issue of assigned permit to the order
2 – Order release is possible after issuing the
permit only
(Blank) – No need for issue of Permit
Order Completn O Select required control on order releasing from
the drop down list
1 – while completing order system will only
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Field name Required User action and allowed values
/
Optional
warn about the issue of assigned permit to the
order
2 – Order completion is possible after issuing
the permit only
(Blank) – No need for issue of Permit
Permit class R System defaults Permit class
Print O Select the Print
Not modifiable O N.A
Click on
If you want to write some more thing about the permit. You can use the
Long Text.
Maintain required permit instructions and click on ICON
Click on save button to save the Permit.
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3.6 Characteristic
The pre-requisite for creating a Measuring Point is characteristic.
Creation of a Characteristic:
The Pre-requisite for creating a characteristic is “Unit of Measurement”, and almost
all standard “units of measurement” are available in the system. If a standard Unit of
Measurement is not available, contact administrator for creation of the same.
Trigger:
Format need for characteristic values and the need to display characteristics when
classifying master data
Output – Results Comments
List of characteristics Used to classify and identify objects
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Double click or press Enter Key to reach the following screen
In the initial screen, enter the values in the following fields:
Field name Required User action and allowed values
/
Optional
Characteristics R Select characteristics & characteristic screen
appear & (If you want to change a Existing
Charecteristic) Select find by group & click. The
next screen appears & select plant maint. From
drop down list. If you want to create a new
characteristic please enter the new
characteristic name and then go to the menu
bar “Charecteristic” and click on “new”
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Field name Required User action and allowed values
/
Optional
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Field name Required User action and allowed values
/
Optional
After selecting the above screen double click
you get the following screen. Then select the
required characteristic & double click
Change no O If require fill
Validity O Select the date of validity from the calendar
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Field name Required User action and allowed values
/
Optional
If the values are of standard type , values can be entered e.g., Speed of pumps
1500 RPM, 3000 RPM, 1000 RPM, 750 RPM etc.,
OR
If Make is a characteristic, the values could be Akay, KSB. Maag etc.,
Click on
The Characteristic is saved.
3.7 Measuring Points
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Measuring Points:
Measuring points in MY SAP ERP System describe the physical and/or logical
locations at which a condition is described (for example, the feed water temperature
of a boiler, or the number of run hours of a machine)
In Plant Maintenance, measuring points are located on technical objects, in other
words, on pieces of equipment or functional locations.
Measuring points are classified into:
Measuring points
Normal inspection points like temperature, pressure readings
Counters
Counter is a provision in my SAP ERP to represent the wear and tear of an object,
consumption, or the reduction of an object‟s useful life
Counters can be used to accumulate the readings like equipment run hours,
Energy
Consumption readings, etc.
Trigger:
A measurement or counter reading for any Equipment/ Functional location to capture
its current condition.
Business Process Procedure Overview
Measurement will be at a measuring point or a counter.
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Output – Results Comments
Measurement Point created
Creation of Measuring Point :
Measuring Points can be created for Functional location and Equipment.
ID: PM Title: Maintaining of Master data - Equipment
Business process: 6.4.1.7 – Measuring Points
Transaction Menu path: Logistics Plant maintenance
code:IK01 Management of Technical Objects
EnvironmentMeasuring pointCreate (IK01)
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Case 1 : Normal Measuring Point
As shown in the following screen, Select the transaction
Double click or press Enter Key to reach the following screen
Meas. Point category
Screen fields data entry instruction:
Field name Required User action and allowed values
/
Optional
Measurement R Select IEQ for equipment /IFL for Functional
Object Location. Now press enter key if corresponding
field is not displayed as per IEQ or IFL
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Field name Required User action and allowed values
/
Optional
Equipment / fuct.loc R Equip/Flo code is to be selected
Meas Pnt Cat R Select required cato. Or use gen cato.
Measuring point O Select if measuring point is counter or leave
counter check box blank
Press Enter Key or click on Details icon to reach the following
screen
Screen fields data entry instruction:
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Field name Required User action and allowed values
/
Optional
Measurement O Position of the measuring point on the
Position equipment or functional location.
Characteristic R Characteristic for Unit of Measurement
Name
Description of the R Detailed description of the measuring point
measuring point
Target Value O Normal operating value should be entered:
Example: 10.0kg/cm2
Text O Text can be entered: Example: Pressure under
ambient condition.
If measuring point is normal measuring point and if data like max. and min. range is
to be given then click on Additional data tab. This data will determine for automatic
generation of notification whenever entered reading is beyond extreme limits.
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Additional data TAB
Go to : Additional data for entering Maximum and Minimum Values :
Screen fields data entry instruction:
Field name Required User action and allowed values
/
Optional
Upper Range Limit O The Maximum pressure condition
Lower Range Limit O The Minimum pressure condition
Click on
The Measuring Point is saved.
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Case 2 : Measuring Point as Counter
Check this box if the
measuring point is a
counter
Screen fields data entry instruction:
Field name Required User action and allowed values
/
Optional
Measurement R Select IEQ for equipment /IFL for Functional
Object Location. Now press enter key if corresponding
field is not displayed as per IEQ or IFL
Equipment / fuct.loc R Equip/Flo code is to be selected
Meas Pnt Cat R Select required cato. Or use gen cato.
Measuring point R Select Check box
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Field name Required User action and allowed values
/
Optional
counter check box
Press Enter Key to view the following screen
Counter over reading /
Reset value
Annual Estimate
Note : This is required for
Counter based planning
Screen fields data entry instruction:
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Field name Required User action and allowed values
/
Optional
Measurement O Position of the measuring point on the
Position equipment or functional location.
Characteristic R Characteristic for Unit of Measurement
Name
Description of the O Detailed description of the measuring point
measuring point
Counter Reading O Max displayable reading of the counter
Annual Estimate O Annual Estimate of readings
Click on
The Measuring Point (Counter) is saved.
3.8 Work Center
Trigger:
Need identified for a new Work Center within a plant.
Business Process Description Overview
A work center is an organizational unit that defines where and when an operation
should be carried out within a plant. A work center is unique within a plant. Work
centers can be machines, people or production lines. Operations that need to be
executed are defined on a task list and executed at the corresponding user assigned
work center. This transaction enables the user to create basic data, set defaults,
assignments, and define capacities and scheduling data pertinent to a work center.
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Work centers contain default values that are copied or referenced in operations at the
time of task list creation. They also contain costing, scheduling and capacity data
required for leadtime scheduling and capacity planning.
Output – Results Comments
New work center within a plant
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3.9 Maintenance Planning
Maintenance Plan (Single Cycle):
Single cycle plan allows only one cycle frequency, whereas strategy plan allows
multiple frequencies.
Single cycle maintenance plan adopts exactly one time-based or performance
based maintenance cycle, with interval at which the maintenance plan should be
executed.
Trigger:
To plan maintenance events to occur in a regular, periodic manner, based on one
cycle parameter.
Business Process Procedure Overview
Maintenance plans merge the records of specific strategies, task lists, items and
measuring points (when necessary) to generate a recurring maintenance schedule for
the resultant orders which are copied from the task lists.
In addition, they can be used for condition-based maintenance which can generate
notifications or orders based on pre-established performance parameters.
There can be multiple maintenance items in a maintenance plan. A separate order will
generated from the plan for each item.
Output – Results Comments
Maintenance plan is created. The outputs of all three types of maintenance plans
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