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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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 1 of 241
  • 2. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10S.No. Page No.1. Introduction ............................................................................................................ 42. Getting Started ....................................................................................................... 63. 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 .................................................................................................... 924. 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: ................................................................................................................. 2095. Plant Maintenance Information System .......................................................... 217 5.1 Standard Reports ...................................................................................................................... 217Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 2 of 241
  • 3. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 3 of 241
  • 4. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟101. IntroductionSAP R/3 is an “integrated and industry-independent standard software” whichcovers integrates and connects all functional areas in a business. SAP AG definesintegration as "defined communication". Although R/3 is designed for completeintegration, it can also be used for a couple of business areas.SAP is the abbreviation for “Systems Applications and Products in DataProcessing”.The purpose of this document is to provide an overview of SAP PM Functionality andthe 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 4 of 241
  • 5. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Master data maintenance and transaction processes are explained with the help ofSAP screen Shots. This will help you in executing the same perfectly.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 5 of 241
  • 6. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟102. 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:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 6 of 241
  • 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 7 of 241
  • 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 accessLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 8 of 241
  • 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 yourLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 9 of 241
  • 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 10 of 241
  • 11. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10The 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 barSAP Easy Access  Sap easy access is the standard entry screen displayed after the logon. You navigate through the system using the tree structure.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 11 of 241
  • 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)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 12 of 241
  • 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 ListField 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 13 of 241
  • 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 14 of 241
  • 15. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 F4 helpUser – Specific Personalization  The end user has many possibilities for personalizing the system. For example as shown in the screen below.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 15 of 241
  • 16. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10SAP – Symbols or icons Keyboard KeyboardButton Description Button Description Shortcut Shortcut Ctrl + Page First page Enter Key Enter/Continue Up Save to Ctrl + S Page Up Previous page databaseLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 16 of 241
  • 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 LayoutLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 17 of 241
  • 18. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟103. Master Data3.1 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 objectTrigger:Functional locations need to be structured according to functional, process-related orspatial criteria. Whenever any new location identified we need to create Functionallocation. BUSINESS PROCESS PROCEDURE OVERVIEWA functional location is an organizational unit to structure the maintenance objects of acompany according to functional, process-related or spatial criteria.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 18 of 241
  • 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 OVERVIEWA functional location represents the place at which equipment(s) can be installed and amaintenance task is to be performed.Output – Results CommentsFunctional location createdProcedural 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)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 19 of 241
  • 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 screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 20 of 241
  • 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 iconLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 21 of 241
  • 22. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Field name Required User action and allowed values / OptionalDescription 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 /Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 22 of 241
  • 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 manufacturerAfter entering required data click on LOCATION TABLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 23 of 241
  • 24. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Field name Required User action and allowed values / OptionalMaintenance plant O Maintenance plant, where the Functional Location is locatedLocation O Location of the Functional Location, for ex: Building where it is installed.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 24 of 241
  • 25. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Field name Required User action and allowed values / OptionalPlant 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 TABTO GET FOLLOWING SCREEN :Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 25 of 241
  • 26. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Field name Required User action and allowed values / OptionalCompany 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 representscenter the departments like ME, EE, IE, CE & SECatalog profile O For Functional Location history generation all the codes are maintained in a catalog profile.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 26 of 241
  • 27. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10After entering required data click on STRUCTURE TABYou 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 27 of 241
  • 28. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Click on to Save and following message will be given bythe systemThe Functional Location is saved.Through transaction code IL02, required functional location can be opened foreditingIf Functional location installation is to be changed, click on icon on structure tab, to get the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 28 of 241
  • 29. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10First dismantle the already existing installation and then input / select newinstallation location and click on Enter / Continue iconClick on to Save the changes made and followingmessage will be given by the system.3.2 EquipmentA 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 objectPieces of equipment can be installed and dismantled at functional locations. Theusage times for a piece of equipment at a functional location are documented overthe course of time.Trigger:Maintenance history needs to be captured for a physical technical object.Wheneverany 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 OVERVIEWLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 29 of 241
  • 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 OVERVIEWThis document describes how to create Equipment for use in PM functions. Equipmentare master data to manage physical objects in PM and Customer Service. AnEquipment master data object must be created here before it may be associated with aFunctional Location object.Output - Results CommentsEquipment 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)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 30 of 241
  • 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 screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 31 of 241
  • 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:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 32 of 241
  • 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 requiredLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 33 of 241
  • 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 followingscreen 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”Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 34 of 241
  • 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 theLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 35 of 241
  • 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 manufacturerClick on Location Tab to get the followingscreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 36 of 241
  • 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-criticalNow Click on Organization tab to get the followingscreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 37 of 241
  • 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 38 of 241
  • 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 locationLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 39 of 241
  • 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 HierarchyIcon.Click on icon on structure tab, to get the followingscreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 40 of 241
  • 41. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10First dismantle the already existing installation and then input / select newinstallation location and click on Enter / Continue iconIf you select the Superior Equipment Instead of Functional Location then thatEquipment will be called SubEquipment.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 41 of 241
  • 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 DATEClick on to Save the Equipment and following messagewill be given by the systemWarranty is the commitment of the manufacturer, vendor, or retailer to guaranteeservices to a customer either free-of-charge or only charged in part, over a certainperiod of time.Warranty details of equipment can be incorporated during equipment creation or canbe done in equipment data change transaction and can be viewed through displaymodeWhenever we try to create a notification or order, SAP system will alert with awarning message with warranty details if the equipment is still under warranty [periodLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 42 of 241
  • 43. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10To accommodate different warranty conditions against different warranty services, aseparate master warranty is to be created and the same is to be assigned to theequipment 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 warranty3.3 Equipment Bill of MaterialA “Bill Of Material” (BOM) is a complete, formally structured list of the componentsmaking up a technical object or an assembly. The list contains the object numbers ofthe individual components together with their quantity and unit of measure. Thecomponents can be stock or non-stock spares or assemblies, which in turn can bedescribed 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:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 43 of 241
  • 44. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Trigger:A piece of maintenance equipment requires a bill of material for maintenancepurposes.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 OVERVIEWCreate a bill of material for a piece of maintenance equipment to describe theequipment components, maintenance requirements or the assignment of spare parts.Output - Results CommentsEquipment 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 materialEquipment BOMIB01 createLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 44 of 241
  • 45. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Description: Use this transaction for creating & maintaining Equipment bill of materialPress Enter key or use mouse double click to get following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 45 of 241
  • 46. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Equipment no PlantBOMUSAGE 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 MaintenancePress Enter Key or Click on Enter / Continue iconTo get the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 46 of 241
  • 47. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 CategoryLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 47 of 241
  • 48. 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 Component R Select item codeLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 48 of 241
  • 49. 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 Component R System defaults description of selected description component Quantity R Enter installed quantity Units R System defaults UOM of selected componentClick on to save the entered dataLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 49 of 241
  • 50. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟103.4 General maintenance Task listsTask Lists.Task list is defined as the set of work instructions that will help a maintenanceplanner schedule his day-to-day job in a predefined mannerMaintenance task lists describe a sequence of individual maintenance activities,which must be performed repeatedly within a company. Task lists are used tostandardize 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 areidentified 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 beused both for equipment and functional location and also for more than oneequipment or functional location of the same type or different types.Similar general task lists can be grouped and several individual general maintenancetask lists can be created.General task lists can be used to reduce the time spent creating individual functionallocation/equipment task lists.Trigger:Need to prepare a sequence of activities that must be repeatedly performed within acompany. BUSINESS PROCESS PROCEDURE OVERVIEWLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 50 of 241
  • 51. 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 OVERVIEWMaintenance task lists describe a sequence of individual maintenance activities whichmust be repeatedly performed within a company. They are used to standardizerepetitive work processes, to plan them more effectively, and to save time whencreating maintenance orders and maintenance plans.Output – Results CommentsGeneral Task List createdFor General Task Lists ID: PM Title: Maintaining of Master data - Functional location Business process: General Task List Transaction code: Menu path: Logistics Plant IA05 maintenancepreventive maintenance Work schedulingtask listGeneral maintenance Task lists  Create (IA05)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 51 of 241
  • 52. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Description: Use this transaction for creating & maintaining General task list Press Enter Key to get the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 52 of 241
  • 53. 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 Group R Enter a group name (8 characters only) Profile R PDIL Key date R Date from which the task list is to be usedLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 53 of 241
  • 54. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 enteredLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 54 of 241
  • 55. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Work Center O Select responsible work center from the list Usage O Select 4 for plant maintenance R Select 4 for plant maintenance StatusLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 55 of 241
  • 56. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Click on operation tab Following screen can be viewedLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 56 of 241
  • 57. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 centerLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 57 of 241
  • 58. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 58 of 241
  • 59. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Material O Select required item code Qty O Enter the required qtyClick on to save the task list.3.5 Work PermitPermits are to ensure that special approval must be obtained before maintenanceorders are executed. Permits can be assigned to the following objects:  Technical objects (functional locations and equipments)  Maintenance orders Different types of work permit are requiredLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 59 of 241
  • 60. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 placesTrigger: 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 CommentsPermit master created Master record can be viewed again by selecting row and choosing details.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 60 of 241
  • 61. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 permitsSelect the transaction as shown in the following screen Press enter key or double click to reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 61 of 241
  • 62. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 To view the next screen press Enter key or click on icon AND THEN ON to view the following screen :Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 62 of 241
  • 63. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 listLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 63 of 241
  • 64. 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 Order release O Select required control on order releasing from the drop down list 1 – while releasing order system will only warnLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 64 of 241
  • 65. 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 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 onlyLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 65 of 241
  • 66. 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 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 theLong Text. Maintain required permit instructions and click on ICON Click on save button to save the Permit.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 66 of 241
  • 67. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟103.6 CharacteristicThe 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 almostall standard “units of measurement” are available in the system. If a standard Unit ofMeasurement is not available, contact administrator for creation of the same.Trigger:Format need for characteristic values and the need to display characteristics whenclassifying master dataOutput – Results CommentsList of characteristics Used to classify and identify objectsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 67 of 241
  • 68. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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”Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 68 of 241
  • 69. 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 / OptionalLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 69 of 241
  • 70. 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 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 calendarLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 70 of 241
  • 71. 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 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 PointsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 71 of 241
  • 72. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 captureits current condition. Business Process Procedure OverviewMeasurement will be at a measuring point or a counter.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 72 of 241
  • 73. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Output – Results CommentsMeasurement 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  EnvironmentMeasuring pointCreate (IK01)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 73 of 241
  • 74. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 IFLLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 74 of 241
  • 75. 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 / 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 followingscreen Screen fields data entry instruction:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 75 of 241
  • 76. 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 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 isto be given then click on Additional data tab. This data will determine for automaticgeneration of notification whenever entered reading is beyond extreme limits.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 76 of 241
  • 77. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Additional data TABGo 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.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 77 of 241
  • 78. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 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 boxLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 78 of 241
  • 79. 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 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:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 79 of 241
  • 80. 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 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 CenterTrigger:Need identified for a new Work Center within a plant. Business Process Description OverviewA work center is an organizational unit that defines where and when an operationshould be carried out within a plant. A work center is unique within a plant. Workcenters can be machines, people or production lines. Operations that need to beexecuted are defined on a task list and executed at the corresponding user assignedwork center. This transaction enables the user to create basic data, set defaults,assignments, and define capacities and scheduling data pertinent to a work center.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 80 of 241
  • 81. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Work centers contain default values that are copied or referenced in operations at thetime of task list creation. They also contain costing, scheduling and capacity datarequired for leadtime scheduling and capacity planning.Output – Results CommentsNew work center within a plantLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 81 of 241
  • 82. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 82 of 241
  • 83. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 83 of 241
  • 84. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 84 of 241
  • 85. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟103.9 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 onecycle parameter. Business Process Procedure OverviewMaintenance plans merge the records of specific strategies, task lists, items andmeasuring points (when necessary) to generate a recurring maintenance schedule forthe resultant orders which are copied from the task lists.In addition, they can be used for condition-based maintenance which can generatenotifications or orders based on pre-established performance parameters.There can be multiple maintenance items in a maintenance plan. A separate order willgenerated from the plan for each item.Output – Results CommentsMaintenance plan is created. The outputs of all three types of maintenance plansLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 85 of 241
  • 86. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 are work orders (and notifications) automatically created based on pre-established work requirements and planning parameters. In addition, the upcoming maintenance can be budgeted. You will be able to look at what orders are coming due in up to the next several days, months or years (scheduled calls). In addition, you can use date monitoring to create the orders as far in advance as necessary. In this case, all the maintenance events produced from this type of plan will be due with at the same time and in the same frequency. Refer to business process procedure „Display Maintenance Plan‟ to verify results. ID: PM Title: PREVENTIVE MAINTENANCE –SINGLE CYCLE PLAN Business process: 6.4.2.2 – Single cycle Maintenance Plan Transaction code: Menu path: Logistics Plant maintenance IP41 Preventive maintenance  Maintenance Planning  Maintenance Plans Create  Single Cycle Plan (IP41)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 86 of 241
  • 87. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Select the transaction and Double click or press Enter Key to reach thefollowing screen In the initial screen, enter the values in the following fields:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 87 of 241
  • 88. 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 Plan R Choose the Maintenance Plan Category: Category “Maintenance Order” Press Enter to get the following screen In the screen, enter the values in the following fields: Field name Required User action and allowed values / Optional Maintenance plan R Enter appropriate description for theLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 88 of 241
  • 89. 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 maintenance plan. Ex: “Periodic shutdown plan for BI/BWM/01 SOP:BI0003” Cycle/unit R The maintenance period and the unit of period should be entered. Ex: 2 mon, 30 day etc. Cycle text O Enter proper text to describe the cycle duration. Offset/unit O The time period by which the first scheduled call object should be postponed. Counter O If the maintenance activity is performance based, counter should be used. Example “Number of operations/hrs a motor is run” etc. Reference object: O/R Reference object on which the maintenance Functional Location activity should be carried out. Reference object: O/R Reference object on which the maintenance Equipment activity should be carried out. After selecting equip press enter key so that system selects data from master Planning plant R Planning plant Order type R Enter maintenance order type: Ex: PM02 on which the maintenance call objects will be created. Main Work Center R Main Work Center Business Area R Business Area Task list O Assign a task list either general, equipment ofLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 89 of 241
  • 90. 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 task list. Click on icon to reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 90 of 241
  • 91. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 In the screen, enter the values in the following fields: Field name Required User action and allowed values / Optional Call horizon O % of scheduling period that should be considered in planning. If nothing is mentioned 100% will be considered. Scheduling period O Planning period during which call objects will be created as per the cycle duration”. Start of cycle O Enter the date on which the planning cycle should start. Scheduling O If a day of a month is critical and cycle period is indicator in months choose Time-key date other wise choose Time. If only the working days are to be considered, choose time-factory calendar. Equipments O New equipments or functional locations that are to be added in the same plan should be created and added in the same plan. Completion O If the fresh maintenance order to be created by requirement the system after successful completion of the previous maintenance order, then check completion requirement check box. In item overview all the maintenance items that are considered in the currentplan are displayed. To add a counter for performance based preventive maintenance:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 91 of 241
  • 92. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Enter required counter no. in “Counter” Field (Counter no. can also be searched using icon )After entering all the planning data click on to save the plan3.10 Maintenance Plan Scheduling Maintenance Scheduling: Scheduling for maintenance jobs as per prepared maintenance plans During a schedule run, system schedules the planned dates and the call dates Call date is the advance date of order generation by the system (as defined in maintenance scheduling parameters) to facilitate maintenance planner to arrange for execution of maintenance activity on planned date. The call date is the date on which a maintenance order is created in the system. This is determined by the call horizon of the maintenance plan.Trigger:To schedule the maintenance plan and monitor its progress, including makingscheduling modifications as necessary.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 92 of 241
  • 93. 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 OverviewMaintenance plans in SAP are designed to automatically generate calls for orders,notifications, or service requests when the parameters attached to the item are met.When an order is created, a request for the resources outlined in the order is made.However, they are not reserved until the order is released. Once released an order mayhave goods, labor, and services charged to it. Releasing a work order gives the othersthe authority to reserve its resources, purchase additional ones, and start chargingcosts. If you decide not to do this work you can release and technically complete theorder immediately.Note:The plan is constantly adjusting itself to keep consistent with the cycle lengths linked tothe items. Thus, each time a call is closed outside the cycle length and the associatedtolerances, the plan is adjusted accordingly. If this is a recurring practice, futureplanned call dates will be fluctuate sporadically and could be difficult to keep track of.Output – Results CommentsA view of the scheduled callsfor a maintenance plan ID: PM Title: PREVENTIVE MAINTENANCE–MAINTENANCE PLANNINGLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 93 of 241
  • 94. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Business process: Maintenance Scheduling Transaction code: Menu path: Logistics Plant maintenance IP10 Preventive maintenance  Maintenance Planning Scheduling for Maintenance Plans  Schedule (IP10) Select the transaction and Double click or press Enter Key to reach the followingscreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 94 of 241
  • 95. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 In the initial screen, enter the values in the following fields: Field name Required User action and allowed values / Optional Maintenance Plan R Select the Maintenance Plan from the listPress Enter key or click on Enter / Continue icon to get the following screenand then Click on the “Start” or the “start in cycle” Push button as per Requirement.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 95 of 241
  • 96. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10The plan is ready for a schedule run. Press start button to Run Scheduling from theStart. If you want to Start the Plan from within the Cycle then one needs to use “Startin Cycle‟. Use “Start” when Use “Start in Cycle” you need to start when you need to the Plan from the start the Plan from Start of the Cycle. with in the cycle. The Following Screen appears.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 96 of 241
  • 97. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Click on “Scheduling Overview. The scheduled call object will be displayed as above. If the overview list is to beanalyzed click on Scheduling overview list. Release the scheduled plan for creating themaintenance orders. The Overview will appear as belowLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 97 of 241
  • 98. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 For list displays of schedule plans and call objects: Use the following transactions for various list displays;Trigger:To list the scheduled calls for a maintenance plan or group of plans Business Process Procedure OverviewTo view the scheduled calls for a maintenance plan in a list formatOutput – Results CommentsList of scheduled calls forreviewLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 98 of 241
  • 99. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 For viewing plan / execution status select transaction IP24 and press Enterkey to reach the Following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 99 of 241
  • 100. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Select by maint plan category as PM (or use the available fields fordifferent search criteria) click on to view the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 100 of 241
  • 101. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Calibration process is as same as Preventive maintenance in PDIL Case.So Kindly follow the same Process.( Only maintenane Order type, PlannerGroup, Work Center will be changed as per the Calibration)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 101 of 241
  • 102. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟104. Maintenance Processing4.1 Measuring documents Measurement readings are to be taken at measuring points in particular measurement units at particular intervals. (For example, the feed water temperature in degrees Celsius of the boiler daily at 6.00 am) Measurement readings describe a condition at a measuring point at a particular point in time, and represent the transaction data for measuring points in the MY SAP ERP System. They are documented in the form of measurement documents. An optimum value for a particular measuring point to which the device concerned is calibrated can be maintained as a target value for the measuring point.Creation of Measuring Document:Measuring documents can be created for Functional location & equipment measuringpoints.Trigger:A measurement or counter reading from a measurement point needs to be enteredinto the system. Business Process Procedure OverviewAfter a measurement has been taken at a measuring point or a counter, the data needsto be entered into the system. A measurement document comprises the data entered inthe systemOutput - Results CommentsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 102 of 241
  • 103. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Measurement Document Document may be verified by running transaction IK13created (display measurement document). Refer to business process procedure „Display Measurement Document‟ to verify results.Case 1 : Normal Measuring PointTransaction code: Menu path: Logistics Plant maintenanceIK11 Management of Technical Objects functional location/equipment measuring document  create (IK11). Double click or press Enter Key to reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 103 of 241
  • 104. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 In the initial screen, enter the values in the following fields: Field name Required User action and allowed values / Optional Measurement point R Select the measuring point on which the measuring point to be enteredLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 104 of 241
  • 105. 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 Measurement time R Enter date & time when measurement is takenRead by R Enter the name of person who has taken reading . Press Enter Key Case 1- if the measuring point is a counter following screen will appear asbelowLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 105 of 241
  • 106. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Screen fields data entry instruction: Field name Required User action and allowed values / Optional Counter reading R Either counter or difference reading has to be entered to calculate the second parameter Enter the display reading of counter if the physical counter is maintained press enter to calculate difference of reading in the systemLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 106 of 241
  • 107. 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 Counter reading R Either counter or difference reading has to be entered to calculate the second parameter Enter the display reading of counter if the physical counter is maintained press enter to calculate difference of reading in the system difference R Either counter or difference reading has to be entered to calculate the second parameter Enter the difference of reading & press enter the system will calculate counter reading Click on to save the readingsCase 2- if the measuring point is not a counter following screen will appearLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 107 of 241
  • 108. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Screen fields data entry instruction: Field name Required User action and allowed values / Optional Meas rdg R Enter the reading of measurementClick on to save the readingsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 108 of 241
  • 109. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10MEASURING POINT ENTRY LISTTrigger:A measurement or counter reading from a measurement point needs to be enteredinto the system. Business Process Procedure OverviewAfter a measurement has been taken at a measuring point or a counter, the data needsto be entered into the system. A measurement document comprises the data entered inthe systemOutput - Results CommentsMeasurement Document Document may be verified by running transaction IK13created (display measurement document). Refer to business process procedure „Display Measurement Document‟ to verify results.Creating Entry List Transaction code: Menu path: Logistics Plant maintenance IK31 Management of Technical Objects Environment measuring points  measuring reading entry list (IK31).Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 109 of 241
  • 110. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Double click or press Enter Key to reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 110 of 241
  • 111. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Type entry list nameType entry list name & press Enter key or click on Enter / Continue iconTo reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 111 of 241
  • 112. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 In the initial screen, enter the values in the following fields: Field name Required User action and allowed values / Optional MeasPoint/ Counter R Select the measuring point on which the measuring point to be enteredLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 112 of 241
  • 113. 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 Measu point short R System defaults from master data text Meas Position O System defaults from master data Click on Following message will appear on the screenMeasurement readings entry through Measurement readings EntryListLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 113 of 241
  • 114. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Transaction code: Menu path: Logistics Plant IK34 maintenanceMaintenance Processing completion confirmation measurement documents  collective entry  with entry list (IK34).Press Enter Key or Double click on selectionTo reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 114 of 241
  • 115. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 In the initial screen, enter the values in the following fields: Field name Required User action and allowed values / Optional Entry list R Enter the entry list number or select from the drop down list Measurement time R Enter date & time when measurement is taken Read by R Enter the name of person who has taken reading.Press Enter Key or Click on tabTo reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 115 of 241
  • 116. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Reading/Counter Required For measuring point enter read value or reading / For counter either counter reading or Optional difference reading has to be entered to calculate the second parameter by the system (Enter the display reading of counter if the physical counter is maintained press enter to calculate difference of reading in the system) Difference (for R Either counter or difference reading has to counters) be entered to calculate the secondLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 116 of 241
  • 117. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Reading/Counter Required For measuring point enter read value or reading / For counter either counter reading or Optional difference reading has to be entered to calculate the second parameter by the system (Enter the display reading of counter if the physical counter is maintained press enter to calculate difference of reading in the system) parameter Enter the difference of reading & press enter the system will calculate counter readingClick on to save the dataNotificationsNotification is a means, by which internal company notifications like equipmentmalfunctions; breakdowns, maintenance requests or activity reports etc are enteredand managed in Plant Maintenance.Notifications can be created on Equipment and Functional locations.Trigger:An internal problem or maintenance request needs to be logged for problemreporting and technical resolution.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 117 of 241
  • 118. 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 OverviewThis document describes how to create a PM notification for any notification type. Anotification is used to capture technical information and assign tasks that do not involvethe tracking of costs. The user can create a maintenance order or a quality notificationfrom the PM notification.Note: With this transaction, the screen layout will differ based on the notification type asdefined in customizing. Refer to Business Procedure document for Create MaintenanceRequest, Create PM Malfunction Report and Create PM Activity Report.Output – Results CommentsCreation of a notification Refer to Business Process Procedure „Display PM Notification, to verify this result. ID: PM Title: CREATING NOTIFICATION Business process: 6.4.3.1 - Maintenance Processing - Notifications Transaction code: Menu path: Logistics Plant maintenance IW21 Maintenance Processing  Notification  create (IW21)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 118 of 241
  • 119. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Use this transaction for creating Notifications on Functional Locations andEquipment.As technical objects like buildings are installed as Functional locations, all jobs thatare required to be carried for buildings are to be created on Functional Locations.Maintenance Request (M1)Maintenance requests are notifications used to request the maintenance departmentto perform an activity. Unlike malfunctions reports, maintenance requests are notused in the event of malfunctions. They are typically used in conjunction withinvestments, reconstruction or replacement.Malfunction Report (M2)A malfunction report describes a malfunction of an object, which restricts theperformance of that object in some way. A user can use a malfunction report toinform the maintenance department that a system is not functioning correctly, is notLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 119 of 241
  • 120. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10working at all, or is producing poor results. Malfunction reports are intended toprompt the maintenance department to carry out a maintenance task to restore thetarget condition of the object.Activity Report (M3)An activity report describes a maintenance activity that has already been carried outand was not necessitated by a malfunction, problem or damage. An activity report isa technical document and is used to verify which activities were carried out when,and for what reason, as well as the result of these activities. Typical examples ofactivity reports include inspection or maintenance findings. These documents all theresults of an inspection, or the technical values of an object determined during orafter regular preventive maintenance work. Inspection tasks are not requestedexplicitly via a malfunction report and are usually based on inspection orders.Preventive maintenance work is carried out to preserve the target condition of theobject, and is based on preventive maintenance plans.IT Report (IT)An IT report describes a malfunction of an object, which restricts the performance ofthat object in some way. A user can use a malfunction report to inform themaintenance department that a system is not functioning correctly, is not working atall, or is producing poor results. Malfunction reports are intended to prompt themaintenance department to carry out a maintenance task to restore the targetcondition of the object.After selecting the transaction, press Enter key or double click to reach the followingscreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 120 of 241
  • 121. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10In the Initial screen , you can select the type of Notification and press ENTER key orclick on Enter / Continue icon to reach the next screen Type Of Notification:Maintenance OrdersTo carry out internal maintenance jobs or external services as per the maintenancerequests or according to day to day observations and for preventive maintenanceactivities, a maintenance order is to be prepared to plan for material, manpowerand services requirement.On the basis of maintenance orders only, maintenance jobs costing, reservation formaterial and manpower planning can be done.Maintenance Orders are to be created by Maintenance dept on:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 121 of 241
  • 122. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Functional Locations EquipmentsMaintenance Orders can be created against: Notifications Direct/AdhocMaintenance plans (thro. maintenance plans and schedules)Maintenance Orders are to be created on the following conditions: When a material is to be drawn from the storage location When External Services are required. When history of activities are need to be captured.The different types of Maintenance Orders configured in the system are as follows: Type Description PM01 Breakdown/malfunction maintenance order PM02 Preventive Maintenance order PM05 Calibration order PM07 Regular MaintenancePlease use appropriate type of order, for capturing the data under various categories.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 122 of 241
  • 123. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10As technical objects like buildings are installed as Functional locations, for jobs thatare required to be carried out, Maintenance orders are to be created on FunctionalLocations.4.2 Breakdown Maintenance Process:Malfunction Report (M2)A malfunction report describes a malfunction of an object, which restricts theperformance of that object in some way. A user can use a malfunction report toinform the maintenance department that a system is not functioning correctly, is notworking at all, or is producing poor results. Malfunction reports are intended toprompt the maintenance department to carry out a maintenance task to restore thetarget condition of the object. i) Create Notification for reporting Machinery malfunctions/Breakdown (M2)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 123 of 241
  • 124. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10>Fill the Description of the Problem>Fill/Select Functional location & Equipment>Fill the Reported BY>Press ENTER>WE find this screen which show last 3 activities status on that particular equipmentNotification HeaderLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 124 of 241
  • 125. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Click / Press ENTERLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 125 of 241
  • 126. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Notification Description >For M2 type Notification >we have to click in box of Breakdown > In this screen we can correct the date/time of Malfunctioning start >Click/Press ENTERLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 126 of 241
  • 127. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Here we can see Warranty Status of Equipment Long Text Can be Written at this place Field name Required User action and allowed values / Optional Notification R Description of activity to be carried out Description Functional location/ O Select from the List of Equipment. Equipment Required start O System copies the present date, a different date and time also can be entered, as required. Priority O Select the priority as required Required End O Enter the date and time on which the job to be completedLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 127 of 241
  • 128. 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 Reported by R Mention the Name of the Person, for identification Purpose Malfunction start O Time of Malfunction Malfunction end O Time of end of malfunction. Cause text O Give reason for failure Long text O Mention required detailsIMPORTANT : If it is a Breakdown, checkbox „Breakdown to be selected.After entering all the required values, click on to save theNotification. ii) Notification ProcessingInitially Notification will have the status “OSNO” when it is created,Notification is to be released for changing the status as “NOPR” and after completingthe notification, status will change to “NOCO”, if any order is assigned to thisnotification, status “ORAS” will be there.Different Notification Status codes are shown belowLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 128 of 241
  • 129. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10After entering all the required values, click on to save theNotification. And following message will appear on the screenIf NO cost is involve we can document all work in Notification Only.There is no needto create Maintenance Order.Notification – Put in process :Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 129 of 241
  • 130. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Check for status change from OSNO to NOPR iii) Notification CompletionNotification is to be selected by using transaction codes IW22 / IW28 to reach thefollowing screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 130 of 241
  • 131. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Enter the notification number in Notification box or select from the listPress Enter key or click on “Notification” to reach the following screen Click completion flag to get the completion screenEnter completion details as explained in following table Field name Required User action and allowed values / Optional Malfunction start R Time of malfunction begin Malfunction end R Time of end of malfunctionComplete the notification by clicking on Complete Flag.Observe status change from NOPR to NOCO (Notification completion.)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 131 of 241
  • 132. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10The Notification is completed, If the activity is unsatisfactory, the notification canagain be opened and again put into operation.With reference to this notification, If Maintenance order is to be created for carryingout the above work,then click on create Icon. Click hereOr go to menu path PM Notification -> Order -> Create -> Direct as shown in thefollowing screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 132 of 241
  • 133. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10You will reach the following screenEnter / check Order Type, Main work center and click on Enter / ContinueiconTo reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 133 of 241
  • 134. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10For planning in terms of manpower and material and for further processing of order,After entering required details, save the order and following message willappear on the screen. iv) Maintenance Order Creation/ChangeTrigger:Internal work hours and costs need to be captured and transferred to other costobjects for maintenance / service work.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 134 of 241
  • 135. 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 OverviewA detailed work planning document which holds details on resources, components,costs, and labor required to complete specific maintenance work. Can be created withor without a notification.The costs are settled to other cost objects, such as cost center.Output - Results CommentsCreation of a PM Order Refer to Business Process Procedure „Display PM Order to verify this result Observe the system status, during creation and order processing : CRTD - Order createdLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 135 of 241
  • 136. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 MANC - Material availability not checked NTUP - Dates Not updated NMAT - No Material components PRC - Order Precosted SETC - Settlement Rule created TECO - Technical Completion CNF - Complete confirmation REL - Order released CLSD - Order Closed PCNF - Partial confirmation Enter the field values in different tabs like as explained in following table Field name Required User action and allowed values / Optional Header data : Planner Group O Default is copied from the system by Master data Maint .work center R Default is copied from the Equipment, but it can be changed , if required. This is required for tracking purpose. Costs O The approx. cost can be givenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 136 of 241
  • 137. 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 PM Activity type O Activity type can be selected from the drop down list. System condition O This activity is to be carried out when the Equipment/System is in operation or to be stopped Basic start O Enter the proposed date of start Basic Finish O Enter the proposed date of end Priority O Copied form the system, if already given. Revision O Revision is to be selected form the drop down list (Pl see the Notes.#1) Reference object R The functional location or Equipment is copied form the initial screen First Operation Operation R Name of the operation Work Center R Work center Control key R To be mentioned whether „PM01‟ or „PM03‟ – PM01 indicates the job to be done internally,Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 137 of 241
  • 138. 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 PM03 - if the job to be carried out externally Work duration, O Depending on the calculation key, enter any 2 Number, Operation or 3 values, so that the 3rd value will be duration calculated automatically / manually. Calculation key O Select from the drop down list Notes:  If the operations are more than one operation, use the operation tab strip, and enter as many operations as required.  The work centers for different operations can be different. (If required).  Control Key PM01 Denotes – Work done by Own Employee & PM03 denotes work done by External Vendor. For PM03 Purchase Requisition will be created automatically. Which will go for Release Process & then PurchaseLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 138 of 241
  • 139. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Order will be created.This is MM Module Process, can be viewd in MM User Manual. Fill the Material Group,Purchasing Group,Requisitioner name,Tracking No. Then Click on thisLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 139 of 241
  • 140. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Purchase Requisition Number Genrated.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 140 of 241
  • 141. 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 Component R Indicate Material code of the component. Requirement Qty O Indicate the quantity of the components Description and O Automatically copied from the system. UM I Category R Indicate whether it is stockable or Non- stockable, „L‟ or „N‟ S LOC O Stock can be checked thro. this. Notes : Item category - significance of „L‟ and „N‟ . L – Generally stockable item, when a component is selected „L‟ - areservation is created . Reservation creation is irrespective of material stock. (Means, even if thematerial is not available in the storage Location, reservation will be created.).Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 141 of 241
  • 142. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 N – means Non-stockable, but coded item. – Even if stock is available , „N‟ canbe indicated. The system will create a PR for the Items for which „N‟ is indicated.Reservation Number Generated for Stock Item. Material Issue against Reservationprocess can be viewd in MM End User Manual as it is MM Process.Click on to save the Orderv) PROCESSING THE ORDER1.RELEASING THE ORDERORDER CAN BE RELEASED WHILE CREATING OR AFTER CREATION ALSO.RELEASING WHILE CREATINGLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 142 of 241
  • 143. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10CLICK ON RELEASE FLAG , THE SYSTEM STATUS WILL CHANGEFROM “CRTD” TO “REL” RELEASE FLAGRELEASING AFTER CREATION and then SAVE the Order.SELECT THE ORDER WHICH IS TO BE RELEASED BY TRANS CODE “IW32”Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 143 of 241
  • 144. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 144 of 241
  • 145. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10ENTER THE ORDER NO OR SELECT FROM THE DROP DOWN LISTSelect the Release Button to release the orderThe order will be released., Check status as below..Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 145 of 241
  • 146. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Check for status changed to REL v) COMPLETION CONFIRMATIONA.TIME CONFIRMATIONTrigger:Actual hours worked and materials used need to be recorded and posted to the PMorder. Business Process Procedure OverviewThe actual hours worked per operation are recorded/posted to the PM/CS order via timeconfirmation.Any materials used may be posted at this time.Technical reporting to the notification may also be performed at this time.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 146 of 241
  • 147. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Output – Results CommentsTime confirmed to PM order Refer to Business Process Procedure Display PM Order (and view cost report) or Display PM Order Confirmation to verify results. The document flow on the PM order will also show any time confirmations posted.Press Enter key or double click (with mouse Left key) to reach the followingscreen;Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 147 of 241
  • 148. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 ENTER ORDER NO OR SELECT FROM LISTPRESS ENTER KEY TO REACH THE FOLLOWING SCREENSELECT THE OPERATIONS TO BE CONFIRMEDAND FOLLOW THE MENU PATH SHOWN IN THE NEXT SCREENLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 148 of 241
  • 149. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10DOUBLE CLICK ON THE ACTUAL DATAFOLLOWING SCREEN WILL APPEARLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 149 of 241
  • 150. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 FOR NEXT OPERATIONENTER THE OPERATIONENTER THE START & END DATE WITH TIMECONFIRM ACTUAL MAN HOURSIF WE ARE DOING FINAL CONFIRMATION SELECT THE FINAL CONFIRMATIONBOXCLICK ON CLEAR OPEN RES. IF NO MORE MATERIALS ARE REQUIREDAGAINST THE RESERVATION.IF THERE IS NO REMAINING JOBS TICK THE NO REMAIN WORK BOXCLICK ON RIGHT ARROW KEY FOR NEXT OPERATIONSAVE THE CONFIRMATION BY CLICKING ONAND FOLLOWING MESSAGE WILL APPEAR ON THE SCREENLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 150 of 241
  • 151. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 vi) SERVICE ENTRY SHEETSERVICE ENTRY SHEET HAS TO BE FILLED FOR CLEARING THE INVOICE.Trigger:Requirement for recording services performed by service provider Business Process Description OverviewThis document describes the procedure for creating a service entry sheet. Withinpurchasing, this service entry sheet document is designed for the recording of theservices that have been performed by the service provider. The service entry sheet is alist of all planned services that have actually been performed. It can also be used tolust and specify unplanned services that have been performed and whose precisescope and nature were unknown at time of planning phase. Output – Results CommentsService Entry SheetMenu PathVia Menus Logistics> Plant Maintenance> Maintenance Processing> Completion Confirmation> ServicesVia Transaction Code ML81nLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 151 of 241
  • 152. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10or use transaction code “ML81N” to reach the following screen ClickLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 152 of 241
  • 153. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10select Purchase order number as shown in next screenclick on the Enter / Continue iconLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 153 of 241
  • 154. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Click on This tab create service entry sheetClick on the service selection tab SERVICE SELECTION TABLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 154 of 241
  • 155. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Following screen will appearFollowing screen will appearLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 155 of 241
  • 156. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Click here then click on Services Push button Click to Select line itemThe following screen will appearACCEPTING SERVICE ENTRY SHEETLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 156 of 241
  • 157. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 3. Click on this flag for accepting 2. Service Entry sheet Number 2. Confirm the required quantityClick on the green flag for accepting the services.Save the transaction clicking save buttonFollowing message will appearB.GOODS ISSUE Part will be taken care in MM User manual. vii) ORDER TECHNICAL COMPLETIONSELECT THE ORDER FROM MENU PATHLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 157 of 241
  • 158. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Complete the order by clicking on Complete Flag.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 158 of 241
  • 159. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Click on Tech. Nov‟10 Completion flagWHILE COMPLETING TECHNICALLY SYSTEM DEFAULTS CURRENT DATE &TIME BUT STILL IT CAN BE CHANGED FOR PAST CONFIRMATIONSCheck status – TECO viii) Order SettlementOrder settlement is used to control costs and to identify where maximum costs arebeing incurred for maintenance. Costs associated with the maintenance work areassigned to Cost centres. Costs arising out of executing an order are initiallycollected on the order. These costs are then transferred to a receiver, for e.g. Costcentre. The receiver of costs are specified in the order and settlement carried out atregular intervals by FI.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 159 of 241
  • 160. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 ix) Business CompletionThe business completion of an order is usually performed when no further costs areexpected to be posted to the order.An order can only have business completion when:It has been technically completedIt has been settled and the order balance is 0No outstanding purchase orders (commitments) exist for itAll data that refers to the reference object of the maintenance order is available andcorrectAll relevant data in the operations and sub-operations is available and correctThe business completion function for an order defines the following information forthe order:The order obtains the status Completed. It is indicated as fully completed.The order cannot receive any more postings, even for posting of costs. It is locked forall collective-processing changes.Business completion can be performed forAn individual orderSeveral orders using collective processingBusiness completion of the order can also be cancelled.4.3 Preventive MaintenanceTo ensure higher equipment availability and reliability, preventive maintenance plansare required for critical equipments and systems.The preventive maintenance plans can generate PM order/Notification /serviceEntry Sheet as per the pre-defined schedules, based on time elapsed or any otherLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 160 of 241
  • 161. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10performance criteria. i) Maintenance task listsMaintenance task lists describe a sequence of individual maintenance activities,which must be performed repeatedly within a company. In PDIL we are using onlyone maintenance task list: i.e. General Maintenance Task ListTcode :IA05Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 161 of 241
  • 162. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 ii) Maintenance PlanMaintenance plan describes the maintenance and inspection tasks to be performedat maintenance objects with the dates and scope of the tasks.Time-Based maintenance PlansIn time-based maintenance planning maintenance is performed in specific cycles, forexample, every two months or every six months.Maintenance Planning:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 162 of 241
  • 163. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Maintenance planning is done to describe the dates and scope of correctivemaintenance and inspection activities at technical objects. This ensures that thetechnical objects are maintained on time and thereby function optimally.Based on analysis by the maintenance personnel, equipments are identified, whereplanned maintenance needs to be carried out. Apart from the experience,maintenance person may refer manufactures‟ recommendations and the history ofthe equipment to define the basis.The maintenance planner also needs to identify the units for the maintenance plans -time (weekly, monthly, yearly, etc.) or performance (every 100 running hours, every10,000 shots etc.). For performance based maintenance plans, relevant measuringcounter needs to be defined for the technical object and measurement readings needto be updated regularly.The maintenance planner decides the maintenance call objects for the plan. The callobject can be maintenance order, notification or service entry sheet. Based on theselection, system generates a call object for a maintenance plan, when amaintenance call is due. The maintenance planner decides initially which call objectis required.As mentioned earlier, maintenance plans can be single cycle, strategy based ormultiple counters, as per the requirement of each equipment / functional location.Maintenance task lists shall be prepared for equipments / functional location, as perthe requirement. The task lists contains detailed sequence of activities to beperformed, spares and estimated time required for completing the job.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 163 of 241
  • 164. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10For the activities, which are common amongst group of equipments, a general tasklist may be prepared.A maintenance plan includes the task list, maintenance strategy along with otherscheduling parameters.Tcode :IP01 Fill here maintenance plan category- Maintenance Order.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 164 of 241
  • 165. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Fill the maintenance plan cycle with its unit i.e. when we require the Maintenance order to be generated. As we select yearly cycle then the order will generate every year. Here fill the detail of maintenance item on which the Maintenance Order will generate.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 165 of 241
  • 166. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Here fill the detail of calibration task list. As its type & its no.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 166 of 241
  • 167. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Call horizon – here fill percentage when the call to be come for maintenance. Exp.- If cycle = 100 days, & call horizon =90%, means at 90th day we will receive the order, for planning the man & material required to complete the maintenance order. Scheduling Period Now we fill the maintenance plan scheduling parameters i.e. the time for which we will schedule this plan. If we take sch. Period 10 year then total 10 Nos. maintenance orders will generate with yearly cycle. & then Save iii) Maintenance Plan SchedulingOnce the maintenance plans are created, then these plans are scheduled. It isimportant to input “Start date” or “Starting counter reading” in the individualmaintenance plan. This date or counter reading decides the schedule dates.Scheduling can be done manually as well as by system. It is recommended to do thescheduling by system to avoid manual errors.Whenever a schedule falls due, the system creates a maintenance order, notificationLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 167 of 241
  • 168. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10or service entry sheet depending on definition of the call object of the plan.The maintenance planner shall schedule the maintenance plan. Before the callobjects are created by the system, maintenance planner may manually call the job orskip the job, depending on the situation.If the call object is a maintenance order, then maintenance planner shall release itmanually after checking the order.There is provision in the system to shift the next scheduled maintenance date of amaintenance plan, if there is considerable delay in completing the order or the ordersare completed much ahead of the schedule. These tolerance ranges for shifting canbe decided while defining maintenance plan by the maintenance planner dependingon the nature of the job.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 168 of 241
  • 169. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Tcode:IP10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 169 of 241
  • 170. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 170 of 241
  • 171. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 171 of 241
  • 172. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Tcode : IW39 iv) Maintenance Order ProcessingThe maintenance order is a detailed planning assistance for maintenance tasks to beperformed. The order is used to:  Add tasks (if required) in Task List attached in Preventive Maintenance Order with detail regard to type, scope, dates and resources  Monitor the execution of tasks (operations)  Define rules for account assignment, settlement and budgets  Enter, assign and settle the costs which arise from tasksLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 172 of 241
  • 173. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10The order can be processed internally by own employees, or can be processedexternally, that is, assign it to another company for processing.An order consists of: Order header Object list Operations Material list Settlement rule Costs Observe the system status, during creation and order processing : CRTD - Order created MANC - Material availability not checked NTUP - Dates Not updated NMAT - No Material components PRC - Order Precosted SETC - Settlement Rule created TECO - Technical Completion CNF - Complete confirmation REL - Order released CLSD - Order Closed PCNF - Partial confirmationOrder ReleaseLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 173 of 241
  • 174. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Preventive Maintenance orders will be already released. If order has been releasedand subsequently additional operations are entered for it, these are automaticallyreleased.Following activities can only be performed when order is released: Printing shop papers Withdrawing material Posting goods receipts Entering time completion confirmationsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 174 of 241
  • 175. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Tcode:IW32Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 175 of 241
  • 176. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 176 of 241
  • 177. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Fill the Material Group,Purchasing Group,Requisitioner name,Tracking No.Then Click on thisLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 177 of 241
  • 178. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Fill the various components /spares with No. (From component list) & quantity required for completing the work. Notes : Item category - significance of „L‟ and „N‟ . L – Generally stockable item, when a component is selected „L‟ - areservation is created . Reservation creation is irrespective of material stock. (Means, even if thematerial is not available in theLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 178 of 241
  • 179. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 storage Location, reservation will be created.). N – means Non-stockable, but coded item. – Even if stock is available , „N‟ canbe indicated. The system will create a PR for the Items for which „N‟ is indicated.Reservation Number Generated for Stock Item. Material Issue against Reservationprocess can be viewd in MM End User Manual as it is MM Process.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 179 of 241
  • 180. 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 Component R Indicate Material code of the component. Requirement Qty O Indicate the quantity of the components Description and O Automatically copied from the system. UM I Category R Indicate whether it is stockable or Non- stockable, „L‟ or „N‟ S LOC O Stock can be checked thro. this.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 180 of 241
  • 181. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 181 of 241
  • 182. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Change of Purchase Requisition (Tcode : ME52N) We Need to fill the DOP Clause & Pre Qualification for each PR.Creation of PO & Material Issue is covered under MM Module. v) SERVICE ENTRY SHEETSERVICE ENTRY SHEET HAS TO BE FILLED FOR CLEARING THE INVOICE.Trigger:Requirement for recording services performed by service providerLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 182 of 241
  • 183. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Business Process Description OverviewThis document describes the procedure for creating a service entry sheet. Withinpurchasing, this service entry sheet document is designed for the recording of theservices that have been performed by the service provider. The service entry sheet is alist of all planned services that have actually been performed. It can also be used tolust and specify unplanned services that have been performed and whose precisescope and nature were unknown at time of planning phase. Output – Results CommentsService Entry SheetMenu PathVia Menus Logistics> Plant Maintenance> Maintenance Processing> Completion Confirmation> ServicesVia Transaction Code ML81nLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 183 of 241
  • 184. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10or use transaction code “ML81N” to reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 184 of 241
  • 185. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Clickselect Purchase order number as shown in next screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 185 of 241
  • 186. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10click on the Enter / Continue iconLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 186 of 241
  • 187. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Click on the service selection tab SERVICE SELECTION TABLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 187 of 241
  • 188. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 then click on Services Push button Click to Select line itemThe following screen will appearACCEPTING SERVICE ENTRY SHEETLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 188 of 241
  • 189. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 1. Service Entry sheet Number 2. Confirm the required quantityLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 189 of 241
  • 190. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Only Authorized person can release the Service Entry Sheet.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 190 of 241
  • 191. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 3. SaveTcode ML85 or ML81n Can be used to release the Service Entry Sheet with properautherization.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 191 of 241
  • 192. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Fill the release code & release Group then ExecuteLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 192 of 241
  • 193. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 2. Release 1.Select the LineLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 193 of 241
  • 194. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 194 of 241
  • 195. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Released Saved vi) COMPLETION CONFIRMATIONA.TIME CONFIRMATIONTrigger:Actual hours worked and materials used need to be recorded and posted to the PMorder. Business Process Procedure OverviewThe actual hours worked per operation are recorded/posted to the PM/CS order via timeconfirmation.Any materials used may be posted at this time.Technical reporting to the notification may also be performed at this time.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 195 of 241
  • 196. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Output – Results CommentsTime confirmed to PM order Refer to Business Process Procedure Display PM Order (and view cost report) or Display PM Order Confirmation to verify results. The document flow on the PM order will also show any time confirmations posted.Press Enter key or double click (with mouse Left key) to reach the followingscreen;Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 196 of 241
  • 197. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 ENTER ORDER NO OR SELECT FROM LISTPRESS ENTER KEY TO REACH THE FOLLOWING SCREENSELECT THE OPERATIONS TO BE CONFIRMEDAND FOLLOW THE MENU PATH SHOWN IN THE NEXT SCREENLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 197 of 241
  • 198. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10CLICK ON THE ACTUAL DATAFOLLOWING SCREEN WILL APPEARLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 198 of 241
  • 199. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 FOR NEXT OPERATIONENTER THE OPERATIONENTER THE START & END DATE WITH TIMECONFIRM ACTUAL MAN HOURSIF WE ARE DOING FINAL CONFIRMATION SELECT THE FINAL CONFIRMATIONBOXCLICK ON CLEAR OPEN RES. IF NO MORE MATERIALS ARE REQUIREDAGAINST THE RESERVATION.IF THERE IS NO REMAINING JOBS TICK THE NO REMAIN WORK BOXCLICK ON RIGHT ARROW KEY FOR NEXT OPERATIONSAVE THE CONFIRMATION BY CLICKING ONAND FOLLOWING MESSAGE WILL APPEAR ON THE SCREENLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 199 of 241
  • 200. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 vii) ORDER TECHNICAL COMPLETIONSELECT THE ORDER FROM MENU PATHLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 200 of 241
  • 201. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Complete the order by clicking on Complete FlagLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 201 of 241
  • 202. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10WHILE COMPLETING TECHNICALLY SYSTEM DEFAULTS CURRENT DATE &TIME BUT STILL IT CAN BE CHANGED FOR PAST CONFIRMATIONSCheck status – TECO viii) Order SettlementOrder settlement is used to control costs and to identify where maximum costs arebeing incurred for maintenance. Costs associated with the maintenance work areassigned to Cost centres. Costs arising out of executing an order are initiallycollected on the order. These costs are then transferred to a receiver, for e.g. Costcentre. The receiver of costs are specified in the order and settlement carried out atregular intervals by FI.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 202 of 241
  • 203. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 ix) Business CompletionThe business completion of an order is usually performed when no further costs areexpected to be posted to the order.An order can only have business completion when:It has been technically completedIt has been settled and the order balance is 0No outstanding purchase orders (commitments) exist for itAll data that refers to the reference object of the maintenance order is available andcorrectAll relevant data in the operations and sub-operations is available and correctThe business completion function for an order defines the following information forthe order:The order obtains the status Completed. It is indicated as fully completed.The order cannot receive any more postings, even for posting of costs. It is locked forall collective-processing changes.Business completion can be performed forAn individual orderSeveral orders using collective processingBusiness completion of the order can also be cancelled.4.4 Regular Maintenance : i) Notification Creation:Notification for new Requirement/or any kind of Modification request.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 203 of 241
  • 204. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10>Fill the Description of the Request/Modification>Fill/Select Functional location & Equipment>Fill the Reported BY>Press ENTERLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 204 of 241
  • 205. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Click / Press ENTER>WE find this screen which show last 3 activities status on that particular equipment& then Save notification.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 205 of 241
  • 206. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Notification number generated.You can see the list of Notifications through Tcode :IW29Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 206 of 241
  • 207. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Select the Desired Notification & create the Regular maintenance Order(Type:PM07).Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 207 of 241
  • 208. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 208 of 241
  • 209. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 ii) Maintenance OrderDo your Planning in Regular Maintenance Order. Tcode:IW32After that whole Process is same as Breakdown Maintenance Process. So Kindlyfollow the Breakdown process( mentioned Above).4.5 Calibration Process:Test equipment is used for performing quality inspections. In order to ensure that thetest equipment used always fulfils the defined performance criteria, we have toregularly test and calibrate these test equipment.Using the functions in the component Test Equipment Management, we can manageequipment data, plan and schedule inspections, and perform calibration inspectionsfor the equipment.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 209 of 241
  • 210. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 i) Task List for CalibrationCalibration task lists describe a sequence of individual calibration activities, whichmust be performed repeatedly within a company.Creation of Task List Transaction code – IA05 Fill the External AlphaNumeric Number for Calibration TaskList & the in Profile fill -PDIL And press enter.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 210 of 241
  • 211. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Fill the header data for the Calibration task list. As Usage-4, Status-4, System condition-0, Work Center, planner Goup And Now click on operations. Fill the operations required to carry out the calibration process with estimated time & manpower required.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 211 of 241
  • 212. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Calibration Task list is saved with number generated. ii) Creation of Calibration Plan Tcode :IP01Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 212 of 241
  • 213. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Fill here maintenance plan category- Maintenance Order. Fill the maintenance plan cycle with its unit i.e. when we require the Maintenance order to be generated. As we select yearly cycle then the order will generate every year. Here fill the detail of maintenance item on which the Maintenance Order will generate.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 213 of 241
  • 214. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Here fill the detail of maintenance item on which the Maintenance Order will generate. Order Type of Calibration Order should be PM05. Here fill the detail of calibration task list. As its type & its no.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 214 of 241
  • 215. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Call horizon – here fill percentage when the call to be come for maintenance. Exp.- If cycle = 100 days, & call horizon =90%, means at 90th day we will receive the order, for planning the man & material required to complete the maintenance order. Now we fill the maintenance plan scheduling parameters i.e. the time for which we will schedule this plan. If we take sch. Period 10 year then total 10 Nos. maintenance orders will generate with yearly cycle. Now save the maintenance plan. Number displays here.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 215 of 241
  • 216. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10After Wards Calibration Process is same as Prevntive Maintenance. So Kindly FollowPreventive Maintenance Cycle.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 216 of 241
  • 217. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟105. Plant Maintenance Information System5.1 Standard Reports There are so many Standard Reports in PM. Some of the UseFul reports are shown below: Transaction code : IK17Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 217 of 241
  • 218. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Trigger:Need to display measurement documents with similar characteristics. Business Process Procedure OverviewSearch for measurement documents by various search criteria to compile a list ofmeasurement documents to display. You may search for a measurement documentwhose number is unknown or perform collective processing for measurementdocuments that have particular characteristics in common.Output – Results CommentsOne or many measurementdocuments selected for displayInput – Required Fields Field Value/CommentsProcedural StepsVia Menus Logistics  Plant Maintenance  Maintenance Processing  Completion Confirmation  Measurement Document  List Editing  DisplayVia Transaction Code IK17 Select the transaction as shown in following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 218 of 241
  • 219. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 on double click you will reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 219 of 241
  • 220. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Input data for selection , you can get the report based on the input data like Measuring points Equipment Functional location etc., After the entry of required data click on to execute the transaction and you will get the following reportLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 220 of 241
  • 221. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Spares and consumables consumption Report Transaction code : MB51Trigger:User wishes to search for material movements by material. Business Process Description OverviewThis process describes the method to search for and display the material movementsby material.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 221 of 241
  • 222. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Output – Results CommentsMaterials with the associatedmovement types.Procedural StepsVia Menus (a) Logistics > Materials Management > Inventory Management > Environment > List Displays > Material Documents Logistics > Materials Management > Physical Inventory >Environment > Mat. Doc. For MaterialVia Transaction Code MB51 Select the transaction as shown in following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 222 of 241
  • 223. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 on double click you will reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 223 of 241
  • 224. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Enter required data like Plant, Storage Location, Movement type etc., as per your report requirement After the entry of required data click on to execute the transaction and you will get the following report Report of spares consumption against Maintenance Orders Transaction code : IW3M Reach the selection screen with help of following menuLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 224 of 241
  • 225. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Selection screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 225 of 241
  • 226. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Enter required selection filed values like Order no, Material, storage location as per your requirement requirement and click on click on to execute the transaction and you will get the reportLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 226 of 241
  • 227. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Status Report of Notifications Transaction codes : IW28 / IW29 Reach the selection screen with help of following menuLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 227 of 241
  • 228. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Selection screen Status check boxes Enter Plant Enter the selection screen values like Maint. Plants, Start & end dates, Notification no., Equipment or Function locations and select required check boxes according to the status. Click on to execute the transaction and you will get the following reportLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 228 of 241
  • 229. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Status Report of Maintenance Orders Transaction codes : IW38 / IW39Trigger:To review a list of maintenance orders and make any necessary changes Business Process Procedure OverviewTo generate a work list of maintenance orders to modify.Output – Results CommentsA list of orders. Orders will be displayed based on the selection criteria.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 229 of 241
  • 230. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Procedural StepsVia Menus A: Logistics  Plant Maintenance  Maintenance Processing  Order  Order List Change B: Logistics  Plant Maintenance  Maintenance Processing  History  List of Orders ChangeVia Transaction Code IW38 Reach the selection screen with help of following menu Selection screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 230 of 241
  • 231. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Status check boxes Enter the selection screen values like Start & end dates, Notification no., Equipment aor Function locations and select required check boxes according to the status. Click on to execute the transaction and you will get the following reportLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 231 of 241
  • 232. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Display (Multi Level) : List of Orders Transaction code : IW40Trigger:To review a list of PM orders and associated documents and master records Business Process Procedure OverviewThis transaction allows the planner to review a specific order along with severalselected master records and documents associated with the notification.Output – Results CommentsA list of orders with associateddocuments and master recordsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 232 of 241
  • 233. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Procedural StepsVia Menus Logistics  Plant Maintenance  Maintenance Processing  Order  List of Orders  Display (Multi-level)Via Transaction Code IW40 Reach the selection screen with help of following menu Selection ScreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 233 of 241
  • 234. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Select Required Order type, Enter period dates and select different parameters for the multilevel display Now click on to execute the transaction and you will get the following reportLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 234 of 241
  • 235. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Functional Location ListTransaction code : IH06Trigger:Need to look up Functional Locations. Business Process Procedure OverviewYou wish to search for Functional Locations by various search criteria. You may searchfor a location whose label is unknown, compile a list of locations that have particularcharacteristics in common.Output – Results CommentsList of Functional LocationsProcedural StepsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 235 of 241
  • 236. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Via Menus Logistics  Plant Maintenance  Technical Objects  Functional location  List editing  DisplayVia Transaction Code IH06 Reach the selection screen with help of following menu Selection ScreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 236 of 241
  • 237. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Select Required Planning Plant, Maintenenace Plant, Planner Gorup etc. different parameters for the display Now click on to execute the transaction and you will get the following reportLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 237 of 241
  • 238. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Equipment List Transaction code : IH08Trigger:To display a list of equipment by certain selection criteria. Business Process Procedure OverviewThis report is used to output a list of equipment. Equipment data comprises generaldata, serial number data, location data, maintenance data and sales/distribution data.You can use an equipment list to:  Search for a piece of equipment whose number you do not know  Compile a list of equipment based on particular criteria  Perform collective processing for pieces of equipment with particular characteristicsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 238 of 241
  • 239. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10Output – Results CommentsA list of equipment recordsProcedural StepsAccess transaction by:Via Menus A. Logistics  Plant Maintenance  Information System  Report Selection Management of Technical Objects  Display Equipment B. Logistics  Plant Maintenance  Planned Maintenance  Maintenance Task Lists  Environment  Engineering  Environment  Technical Objects  Equipment  List Editing  DisplayVia Transaction Code IH08 Reach the selection screen with help of following menuLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 239 of 241
  • 240. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Selection ScreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 240 of 241
  • 241. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release: ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov‟10 Select Required Planning Plant, Maintenenace Plant, Planner Gorup etc. different parameters for the display Now click on to execute the transaction and you will get the following report.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 241 of 241

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