The document provides a detailed configuration guide for the SAP PM (Plant Maintenance) module in SAP ECC 6.0, comprising setup instructions across various functionalities such as maintenance planning, master data configuration, and notifications. It outlines menu paths and steps for defining user statuses, planner groups, equipment categories, and service processing notifications. This comprehensive guide spans across 205 pages, detailing each aspect of the configuration process intended for enhancing maintenance operations.

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SAP ECC 6.0
PLANT MAINTENANCE MODULE
GROUP-3
MR.KAMLESH GUPTA & MR.M.V.RAMANA MURTY

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1. Getting into the configuration area of SAP.
TYPE SPRO THEN PRESS ENTER KEY
CLICK ON SAP REFERENCE IMG

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PM ORGANIZATION STRUCTURE CONFIGURATION
MAINTAIN MAINTENANCE PLANNING PLANT
MENU PATH: Display IMG > ENTERPRISE STRUCTURE > DEFINATION > PLANT
MAINTENANCE > MAINTAIN MAINTENANCE PLANNING PLANT
CLICK ON NEW ENTRY FOR MAINTAIN MAINT. PLANNING PLANT

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Then Save
ASSIGN MAINTENANCE PLANNING PLANT TO MAINTENANCE PLANT:
MENU PATH: DISPLAY IMG > ENTERPRISE STRUCTURE > ASSIGNMENT > PLANT
MAINTENANCE > ASSIGN MAINTENANCE PLANNING PLANT TO MAINTENANCE PLANT

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Then Save
DEFINE LOCATION
MENU PATH: DISPLAY IMG > ENTERPRISE STRUCTURE > DEFINATION > LOGISTICS-
GENERAL> DEFINE LOCATION

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CLICK ON NEW ENTRY FOR MAINTAINING LOCATION
Then Save

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DEFINE PLANT SECTION
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects> General Data > Define Plant
Sections
EXECUTE DEFINE PLANT SECTION
CLICK ON NEW ENTRY FOR MAINTAINING PLANT SECTION

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Then Save
DEFINE PLANNER GROUP
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects> General Data > Define
Planner Groups

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EXECUTE DEFINE PLANNER GROUP
Click on new entries tab maintaining planner group
Then Save
PLANT MAINTENANCE MASTER DATA CONFIGERATION
DEFINE USER STATUS
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Define User Status

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EXCUTE DEFINE USER STATUS
CLICK ON NEW ENTRY

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Click on object types after maintaining all entries as below screen
ASSIGN THE OBJECT TYPE

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Then Save

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CREATE AUTORIZATION KEYS FOR USER STATUS AUTHORIZATION
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Create Authorization Keys for
User Status Authorizations
EXECUTE AUTHORIZATIONS KEYS FOR USER STATUS AUTHORIZATION

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Then Save
ASSIGN AUTHORIZATION KEYS TO USER STATUS
Then Save

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DEFINE CURRENCY FOR MAINTENANCE STATISTICS
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Define Currency for
Maintenance Statistics
EXCUTE DEFINE CURRENCY FOR MAINTENANCE STATISTICS
DEFINE PERMIT CATEGORIES
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Permits > Define Permit
Categories

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EXCUTE THE PERMIT CATEGORIES
CLICK ON NEW ENTRY FOR MAINTAINING PERMIT CATEGORIES

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DEFINE MEASURING POINT CATEGORIES
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Measuring Points, Counters
and Measurement Documents > Define Measuring Point Categories
EXCUTE DEFINE MEASURING POINT CATEGORIES
CLICK ON NEW ENTRY FOR MAINTAINING MEASURING POINT
CTEGORIES

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CREATE NO.RANGE FOR MEASURING POINTS
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Measuring Points, Counters
and Measurement Documents > Create Number Ranges for Measuring Points

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CREATE NO.RANGE FOR MEASURING DOCUMENT
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Measuring Points, Counters
and Measurement Documents > Create Number Ranges for Measurement documents

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CLICK ON CHANGE INTERVAL
Insert new no range by click on interval

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DEFINE FIELD SELCTION FOR MEASURING POINT & MEASURING
POINT CATEGORY
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Measuring Points, Counters
and Measurement Documents > Define Field Selection for Measuring Points and
Measurement Documents

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T

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DEFINE WARRANTY TYPE
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Warranties > Define Warranty
Types
FOR MAINTAINIG NEW WARRANTY TYPE CLICK ON NEW ENTRY

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DEFINE NO. RANGE FOR WARRANY TYPE
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Warranties > Define Number
Ranges for Warranty Types
FOR MAINTAIN NEW GROUP

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FOR MAINTAINING NEW GROUP

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ASSIGN NO. RANGE FOR GRUOP
DEFINE PARTNER DETERMINATION PROCEDURE & PARTNER
FUNCTION
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Partners > Define Partner
Determination Procedure and Partner Function

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CLICK ON CHANGE PARTNER FOR MAINTAINING NEW PARTNER
CLICK ON NEW ENTRY FOR MAINTAINING PARTNER FUNCTION

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DEFINE OBJECT INFORMATION KEY
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Basic Settings > Define Object Information
Keys
CLICK ON NEW ENTRY FOR MAINTAINING OBJECT INFO.KEY

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DEFINE TYPES OF TECHNICAL OBJECTS
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > General Data > Define
Types of Technical Objects
CLICK ON NEW ENTRY FOR MAINTAINING OBJECT TYPES

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DEFINE ABC INDICATOR
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > General Data > Define ABC
Indicators
CLICK ON NEW ENTRY FOR MAINTAINING ABC INDICATOR

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DEFINE AUTHORIZATION GROUP (TECHNICAL OBJECT)
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > General Data > Define
Authorization Groups

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SET VEIW PROFILE FOR TECHNICAL OBJECTS
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > General Data > Set View
Profiles for Technical Objects

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VEIW PROFILE FOR EQUIPMENT
VEIW PROFILE FOR FUNCTIONAL LOCATION

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DEFINE OBJECT INFORMAION KEY FOR TECHNICAL OBJECTS
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > General Data > Define
Object Information Keys

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CREATE STRUCTURE INDICATOR FOR REF RENCE LOCATION / FUNCTIONAL LOCTION
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Functional Locations >
Create Structure Indicator for Reference Locations/Functional Locations
CLICK ON NEW ENTRIES FOR MAINTAINING STRUCTURE INDICATOR

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MAINTAIN ENTRY FOR STRUCTURE INDICATOR
Then Save

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DEFINE CATEGORY OF FUNCTIONAL LOCATION
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Functional Locations >
Define Category of Functional Location
CLICK ON NEW ENTRY FOR MAINTAINING FUNCTIONAL LOCATION

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MAINTAIN ENTRIES FOR FUNCTIONAL LOCATION CATEGORY
Then Save
DEFINE FIELD SELECTION FOR FUNCTIONAL LOCATION
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Functional Locations >
Define Field Selection for Functional Locations

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Maintaining field selection for functional location category 5
MAINTAIN EQUIPMENT CATEGORY
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Equipment > Equipment
Categories > Maintain Equipment Category

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CLICK ON NEW ENTRY FOR MAINTAINING EQUIPMENT CATEGORY

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DEFINE ADDTIONAL BUSSINESS VIEWS FOR EQUIPMENT
CATEGORIES
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Equipment > Equipment
Categories > Define Additional Business Views for Equipment Categories

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DEFINE NO.RANGE FOR EQUIPMENT
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Equipment > Equipment
Categories > Define Number Ranges
CLICK ON CHANGE GROUPS

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SELECT GROUP AND CLICK ON INSERT
MAINTAIN NO. RANGE FOR THE GROUP
AFTER DEFINING NO. RANGE CLICK ON INSERT & THEN SAVE

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EQUIPMENT USAGE HISTORY UPDATE
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Equipment > Equipment
Usage Period > Usage History Update

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Define Installation at Functional Location:
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Equipment > Equipment
Usage Period > Define Installation at Functional Location

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Assign User Status Profile to Equipment Category
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Equipment> Assign User
Status Profile to Equipment Category

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Assign Partner Determination Procedure to Equipment Category
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Assign Partner
Determination Procedure to Equipment Category

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SCREEN BEFORE ASSIGN THE PARTNER DITERMINATION
SCREEN AFTER ASSIGN THE PARTNER DITERMINATION

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Define Field Selection for the Equipment Master Record
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Equipment > Define Field
Selection for the Equipment Master Record

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MAKING FIELD MANDATORY FOR EQUIP.CATEGORY 5
Allow Multilingual Text Maintenance for Each Equipment Category
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Equipment > Allow
Multilingual Text Maintenance for Each Equipment Category

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Define Serial Number Profiles
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Serial Number
Management > Define Serial Number Profiles

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Click on new entry for maintaining serial no.profile

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Then Save
Define Default Equipment Categories for Serial Numbers
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Technical Objects > Serial Number
Management > Define Default Equipment Categories for Serial Numbers

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Define Responsible Designers/Laboratories
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Bills of Material > General Data > Define
Responsible Designers/Laboratories

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Click on new entries for maintaining designers/laboratories
Then Save

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Define Item Categories
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Master Data in
Plant Maintenance and Customer Service > Bills of Material > Item Data > Define Item
Categories

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GETTING COFIGERATION FOR MAINTENANCE PLANNING
Define Maintenance Planner Groups
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs> Basic Settings > Define Maintenance Planner
Groups
Execute define maintenance planner group

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Set Maintenance Plan Categories
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs> Maintenance Plans> Set Maintenance Plan
Categories
Click on new entries tab

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Define Number Ranges for Maintenance Plans
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs> Maintenance Plans> Define Number Ranges for
Maintenance Plans
Click on change interval for maintaining new interval

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For maintaining text & no.range for the group
Click on insert after maintaining text & no.range for group

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Define Number Ranges for Maintenance Items
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs> Maintenance Plans> Define Number Ranges for
Maintenance Items
Click on change interval for maintaining new interval

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Define Sort Fields for Maintenance Plan
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs> Maintenance Plans> Define Sort Fields for
Maintenance Plan
Click on new entry for maintaining short field

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Configure Special Functions for Maintenance Planning
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs> Maintenance Plans> Configure Special Functions
for Maintenance Planning

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Define Employees Responsible for Work Centres
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs > Work Canters > General Data > Define
Employees Responsible for Work Canters

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Configure Planner Group
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs > Task Lists > General Data > Configure Planner
Group

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Define Number Ranges for General Maintenance Task Lists
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs > Task Lists > Control Data> Define Number
Ranges for General Maintenance Task Lists
CLICK ON CHANGE INTERVAL

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CLICK ON INSERT TAB
MAINTAIN NO.RANGE
AFTER MAINTAINING NO.RANGE PRESS ENTER KEY & THEN SAVE

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Define Number Ranges for Equipment Task Lists
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs > Task Lists > Control Data > Define Number
Ranges for Equipment Task Lists

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CLICK ON CHANGE INTERVAL
CLICK ON INSERT TAB

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Define Number Ranges for Task Lists for Functional Locations
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs > Task Lists > Control Data > Define Number
Ranges for Task Lists for Functional Locations

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Define PRT Authorization Group
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs > Production Resources/Tools > General Data >
Define PRT Authorization Group

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Click on new entries tab for maintaining PRT authorization group

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Define PRT Group Keys
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
Plans, Work Centres, Task Lists and PRTs > Production Resources/Tools > General Data >
Define PRT Group Keys
Click on new entries tab for maintaining PRT group keys

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GETTING INTO CONFIGERATION FOR MAINTENANCE & SERVICE
PROCESSING
Define Notification Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Notification Types > Define Notification Types

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Click on new entries tab for maintaining PRT group keys

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Set Screen Templates for the Notification Type
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Notification Types > Set Screen Templates for the Notification Type

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CLICK ON NEW ENTRTY
Maintain the notification data
AFTER ENTRY SAVE THEN BACK (F3)

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CLICK ON NEW ENTRTY
AFTER ENTRY SAVE THEN BACK(F3)

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CLICK ON NEW ENTRTY
AFTER ENTRY SAVE THEN BACK(F3)

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CLICK ON NEW ENTRTY
AFTER ENTRY SAVE THEN BACK(F3)

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CLICK ON NEW ENTRTY
AFTER ENTRY SAVE THEN BACK(F3)

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CLICK ON NEW ENTRTY
AFTER ENTRY SAVE THEN BACK(F3)

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CLICK ON NEW ENTRTY
AFTER ENTRY SAVE THEN BACK(F3)

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CLICK ON SAVE

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Define Long Text Control for Notification Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Notification Types > Define Long Text Control for Notification Types

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THEN SAVE

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Set Field Selection for Notifications
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Notification Types > Set Field Selection for Notifications

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Define Number Ranges
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Notification Types > Define Number Ranges

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Maintain Catalogs
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Notification Content > Maintain Catalogs

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CLICK ON NEW ENTRIES TAB FOR MAINTAINING NEW CATELOG TYPE OTHER THAN
STANDARD IF REQUIRED

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PRESS ENTER KEY

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CLICK ON NEW ENTRIES TAB

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Then Save

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Define Catalog Profile
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Notification Content > Define Catalog Profile

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Change Catalogs and Catalog Profile for Notification Type
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Notification Content > Change Catalogs and Catalog Profile for Notification Type

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Define Partner Determination Procedure and Partner Function
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Creation >
Partners > Define Partner Determination Procedure and Partner Function

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Define Priorities
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Processing>
Response Time Monitoring > Define Priorities

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Define Shop Papers, Forms and Output Programs
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Processing>
Notification Print Control> Define Shop Papers, Forms and Output Programs

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Define Status Profile
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Processing>
User Status for Notifications > Define Status Profile

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Create Authorization Keys for User Status Authorizations
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Processing>
User Status for Notifications > Create Authorization Keys for User Status Authorizations

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Assign Object Information Keys to Notification Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Notifications > Notification Processing>
Object Information > Assign Object Information Keys to Notification Types

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Overview of Notification Type
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Overview of Notification Type

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Assign Notification Types to Order Types

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Configure Order Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Configure Order Types

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PRESS ENTER KEY

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PRESS ENTER KEY

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PRESS ENTER KEY

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THEN PRESS ON SAVE TAB

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Indicate Order Types for Refurbishment Processing
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Indicate Order Types for Refurbishment Processing

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Configure Number Ranges
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Configure Number Ranges

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Assign Order Types to Maintenance Plants

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MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Assign Order Types to Maintenance Plants
Assign Inspection Types to Maintenance/Service Order Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Assign Inspection Types to Maintenance/Service Order Types

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Define Default Value For Planning Indicator For Each Order Type
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Define Default Value for Planning Indicator for Each Order Type

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Create Default Value Profile For External Procurement
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Create Default Value Profiles for External Procurement

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Default Values For Task List Data & Profile Assignment
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Default Values for Task List Data and Profile Assignments

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Settlement Rule :Define Time & Creation of settlement Rule
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Settlement Rule: Define Time and Creation of Distribution Rule
Define Proposed Reference time For Technical Completion

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MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Define Proposed Reference Time for Technical Completion
Define Default Order Types For Maintenance Items

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MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Define Default Order Types for Maintenance Items

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Define Notification & Order Integration
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Define Notification and Order Integration

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Maintain default Values For control Keys For Order Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Control Key > Maintain Default Values for Control Keys for Order Types

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Define Maintenance Activity Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Maintenance Activity Type > Define Maintenance Activity Types

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Then Save
Assign Valid Maintenance types to maintenance Order Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Maintenance Activity Type > Assign Valid Maintenance Activity Types to
Maintenance Order Types

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Default Values For Maintenance Activity Type For each Order type
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Maintenance Activity Type > Default Values for Maintenance Activity Type
for Each Order Type

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Then Save
Assign Costing Parameters & Results Analysis Keys
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Costing Data for Maintenance and Service Orders > Assign Costing
Parameters and Results Analysis Keys

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Define Change documents, Collective Purchase Requisition
Indicator, operation No. interval
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval

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Then Save
Define Documentation for The Goods Movements For Order
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Goods Movements for Order > Define Documentation for Goods
Movements for the Order

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Define Inspection Control
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Availability Check for Material, PRTs, and Capacities

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THEN CLICK ON SAVE ICON
Define Account Assignment Categories For Document Types For
Purchase Requisition
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > General Data> Define Account
Assignment Cat. and Document Type for Purchase Requisitions

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Define priorities
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > General Data> Define
Priorities

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Activate Default value For current Date as Basic Date
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > General Data> Activate
Default Value for Current Date as Basic Date

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Define Default Value For units For Operation
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > General Data> Define Default
Values for Units for Operation

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th

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Define Status Profile
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > General Data> User Status for
Orders> Define Status Profile

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The Click on continue tab

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Then Save

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Create Authorization Keys For User Status Authorization
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > General Data> User Status for
Orders> Create Authorization Keys for User Status Authorizations

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Define Partner Determination Procedure And Partner Function
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Partner > Define Partner
Determination Procedure and Partner Function

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Sets Scheduling Parameter
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Scheduling > Set Scheduling
Parameters

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Then Save

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Create Revisions
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Create Revisions

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Then Save
Assign Default Values For Settlement Areas To Order Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Functions and Settings for
Order Types> Assign Order Types to Maintenance Plants

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Then Save

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Assign Object information key To Order Types
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Maintenance and Service Orders > Object Information > Assign
Object Information Keys to Order Types

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Completion Confirmations
Define Control Parameters for Completion Confirmations
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Completion Confirmations > Define Control Parameters for
Completion Confirmations

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AFTER MAINTAINING ALL FIELD PRESS ENTER KEY
AFTER MAINTAINING ALL FIELD PRESS ENTER KEY

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AFTER MAINTAINING ALL FIELD PRESS ENTER KEY

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AFTER MAINTAINING ALL FIELD PRESS ENTER KEY

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THEN SAVE
Define Causes for Variances
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing > Completion Confirmations > Define Causes for Variances

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Configuration Control
Make General Settings for Installation/Dismantling
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing Configuration Control> Make General Settings for
Installation/Dismantling

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Determine Properties of Notifications for Installing and Dismantling
Parts
MENU PATH: Display IMG > Plant Maintenance and Customer Service > Maintenance
and Service Processing Configuration Control> Determine Properties of Notifications for
Installing and Dismantling Parts

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