1. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Last changed on: Last changed by: Version: Page:
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Project Sarthak
Table of Content.
2. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
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S.No. Page No.
1. Introduction............................................................................................................4
2. Getting Started .......................................................................................................6
3. Master Data ..........................................................................................................18
3.1 Functional Location ...................................................................................................................18
3.2 Equipment..................................................................................................................................29
3.3 Equipment Bill of Material ........................................................................................................43
3.4 General maintenance Task lists..................................................................................................50
3.5 Work Permit...............................................................................................................................59
3.6 Characteristic .............................................................................................................................67
3.7 Measuring Points .......................................................................................................................71
3.8 Work Center...............................................................................................................................80
3.9 Maintenance Planning................................................................................................................85
3.10 Maintenance Plan Scheduling....................................................................................................92
4. Maintenance Processing ....................................................................................102
4.1 Measuring documents ..............................................................................................................102
4.2 Breakdown Maintenance Process: ...........................................................................................123
4.3 Preventive Maintenance...........................................................................................................160
4.4 Regular Maintenance : .............................................................................................................203
4.5 Calibration Process: .................................................................................................................209
5. Plant Maintenance Information System ..........................................................217
5.1 Standard Reports......................................................................................................................217
3. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Last changed on: Last changed by: Version: Page:
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4. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
Created on: 23 Nov‟10
Last changed on: Last changed by: Version: Page:
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1. Introduction
SAP R/3 is an “integrated and industry-independent standard software” which
covers integrates and connects all functional areas in a business. SAP AG defines
integration as "defined communication". Although R/3 is designed for complete
integration, it can also be used for a couple of business areas.
SAP is the abbreviation for “Systems Applications and Products in Data
Processing”.
The purpose of this document is to provide an overview of SAP PM Functionality and
the details of how the transactions are carried out in SAP R/3.
The document has been organized as follows;
Master data maintenance required for PM module is covered first. Master data
maintenance is the most important aspect as these data affects all the transaction
where that Master data is used. It is very much controlled by authorizations as per
the policy of the company.
As a PM user, you will be using various transactions to replicate day-to-day work
in SAP R/3. So all the transactions, which are relevant to you for carrying out
Plant Maintenance activities, are covered in this.
5. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
Created by: RAVINDER KUMAR
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Master data maintenance and transaction processes are explained with the help of
SAP screen Shots. This will help you in executing the same perfectly.
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Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
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2. Getting Started
LOG ON:
Select SAP Log in Icon
On PC Desktop & press enter key or double click,
Or follow the menu path as shown in following screen:
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Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
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The following screen will appear.
8. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
Release: ECC 6.0
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Select Server and click on Log on icon
Logging onto the SAP R/3 system
Sap R/3 systems are client systems. The client enables you to run
several business operations at the same time in one SAP R/3 system.
Client is, in organizational terms, an independent unit in the system.
Clients have their own data environment and therefore their own user
master and transaction data, assigned user master records and chart
off accounts and specific customizing parameters.
So that you log on to SAP R/3 system, you must have a master record
created for you for corresponding client. For reasons of access
9. End User Manual
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Module: PLANT MAINTENANCE
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protection, you must enter a password when you log onto the sap
system. The system does not display the password you enter.
SAP R/3 system is available in several languages. Use the language
input field to select the logon language for each session.
Elements of the screen layout
Command Field: Use command field (hidden as default) to go to
applications directly by entering the transaction code.
Standard Tool Bar: the push buttons in the standard tool bar are found
on every screen in an SAP R/3 system. Any push buttons that cannot
be used in a particular application are grayed out. If you place your
10. End User Manual
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Module: PLANT MAINTENANCE
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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.
11. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
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The below shown screen gives you a detail explanation.
SAP Easy Access
Sap easy access is the standard entry screen displayed after the logon.
You navigate through the system using the tree structure.
Menu
bar Standard
toolbar
Title bar
Application
toolbar
Tab Page
Command
Input Fields
Check
boxes,
Radio
Buttons
Status
bar
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Title: SAP PM
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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)
You are greeted by your
logo in the right-hand
part of the window
13. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
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By entering “ search_sap_menu” in the command field, you can
display menu paths for the desired SAP transaction.
Field help : F1 and F4
Use F1 to display an explanation of fields, menus, functions and
messages.
F1 Help also provides technical information on the relevant field.
Command Field
SAP easy Access and Favorite
List
Menu
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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.
F1 Help
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Module: PLANT MAINTENANCE
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User – Specific Personalization
The end user has many possibilities for personalizing the system. For
example as shown in the screen below.
F4 help
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SAP – Symbols or icons
Button
Keyboard
Shortcut
Description Button
Keyboard
Shortcut
Description
Enter Key Enter/Continue
Ctrl + Page
Up
First page
Ctrl + S
Save to
database
Page Up Previous page
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F3 Back Page Down
Next page
Shift + F3
Exit System
Task
Ctrl + Page
Down
Last page
F12 Cancel None
Create New
session
Ctrl + P Print None
Create shortcut
on Desktop
Ctrl + F Find F1
F1 Help
Ctrl + G Find next Alt + F12
Customize Local
Layout
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3. Master Data
3.1Functional Location
Functional locations are elements of a technical structure (for example, functional
units within a system). Functional locations can be created according to the
hierarchy, and can be structured based on the following criteria:
Functional
Process-related
Spatial
Each functional location is managed independently in the system, to :
Manage individual data from a maintenance perspective for the object
Perform individual maintenance tasks for the object
Keep a record of the maintenance tasks performed for the object
Collect and evaluate data over a long period of time for the object
Trigger:
Functional locations need to be structured according to functional, process-related or
spatial criteria. Whenever any new location identified we need to create Functional
location.
BUSINESS PROCESS PROCEDURE OVERVIEW
A functional location is an organizational unit to structure the maintenance objects of a
company according to functional, process-related or spatial criteria.
19. End User Manual
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Module: PLANT MAINTENANCE
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BUSINESS PROCESS PROCEDURE OVERVIEW
A functional location represents the place at which equipment(s) can be installed and a
maintenance task is to be performed.
Output – Results Comments
Functional location created
Procedural Steps
ID: PM Title: Maintaining of Master data – functional
location
Business process: Functional Location
Transaction code:
IL01, IL02
Menu path: Logistics Plant maintenance
Management of Technical Objects functional
location Create (IL01)
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Description:
Use this transaction for creating structured location
Double CLICK on selected line or press Enter to get following screen
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Instructions
In the initial screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
Functional location R Functional location code is to be entered as per
the structure
Structure indicator R Structure of func. With hierarchy level
Fuct. loc. cat. R Type of fictional loc.
“Press enter key“ or click on icon
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Module: PLANT MAINTENANCE
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Field name Required
/
Optional
User action and allowed values
Description R Functional Location. Name is to be entered
(40characters). If the name exceeds, use long
text.
Ensure General data screen is open or click on GENERAL TAB
Field name Required
/
User action and allowed values
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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
country
O Country, where the Functional Location was
manufactured
Model number O Model number of the Functional Location
supplied by the manufacturer
Constr. Yr/mth O Year and month of Functional Location
constructed
Manuf Part No. O Part number of the Functional Location as
supplied by the manufacturer
Manuf Serial No. O Serial number of the Functional Location as
supplied by the manufacturer
After entering required data click on LOCATION TAB
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Field name Required
/
Optional
User action and allowed values
Maintenance plant O Maintenance plant, where the Functional
Location is located
Location O Location of the Functional Location, for ex:
Building where it is installed.
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Module: PLANT MAINTENANCE
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Field name Required
/
Optional
User action and allowed values
Plant section O Further low level identification of location.
Work center O Production work center, for blocking from
production during maintenance work.
ABC Indic O As detailed below :
After entering required data click on ORGANISATION TAB
TO GET FOLLOWING SCREEN :
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Field name Required
/
Optional
User action and allowed values
Company code R R/3 will copy the respective company of the
maintenance plant.
Business area O For viewing profit and loss statement/area wise
costing.
Asset O Appropriate asset number should be assigned
to the Functional Location.
Cost center O All the costs incurred at the Functional Location
level are collected at these cost centers level.
Planning Plant O Maintenance planning plant, defaulted as that of
maintenance plant.
Planner group O Planner groups as per the maintenance
planning activities.
Maintenance work
center
O Maintenance work center, currently represents
the departments like ME, EE, IE, CE & SE
Catalog profile O For Functional Location history generation all
the codes are maintained in a catalog profile.
27. End User Manual
Title: SAP PM
Module: PLANT MAINTENANCE
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After entering required data click on STRUCTURE TAB
You will reach the following screen
Field name Required
/
Optional
User action and allowed values
Functional Location O Functional location under which the Functional
Location is functioning.
Superior Functional
Location
O Superior Functional Location under which the
Functional Location is functioning.
Tech Ident. no O Technical identification number of the
Functional Location.
Const Type O Material of construction.
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Click on to Save and following message will be given by
the system
The Functional Location is saved.
Through transaction code IL02, required functional location can be opened for
editing
If Functional location installation is to be changed, click on icon
on structure tab, to get the following screen
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First dismantle the already existing installation and then input / select new
installation location and click on Enter / Continue icon
Click on to Save the changes made and following
message will be given by the system.
3.2 Equipment
A piece of equipment is an individual object that is to be maintained independently.
Each piece of equipment is managed independently in the system, so that you can:
Manage individual data from a maintenance perspective for the object
Perform individual maintenance tasks for the object
Keep a record of the maintenance tasks performed for the object
Collect and evaluate data over a long period of time for the object
Pieces of equipment can be installed and dismantled at functional locations. The
usage times for a piece of equipment at a functional location are documented over
the course of time.
Trigger:
Maintenance history needs to be captured for a physical technical object.Whenever
any new Machine/Computer etc. Purchased we need to create Equipment Master.
Correct Equipment Type has to be choosen always for proper functioning.
BUSINESS PROCESS PROCEDURE OVERVIEW
30. End User Manual
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Module: PLANT MAINTENANCE
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BUSINESS PROCESS PROCEDURE OVERVIEW
This document describes how to create Equipment for use in PM functions. Equipment
are master data to manage physical objects in PM and Customer Service. An
Equipment master data object must be created here before it may be associated with a
Functional Location object.
Output - Results Comments
Equipment Master created
ID: PM Title: Maintaining of Master data - Equipment
Transaction code:
IE01, IE02, IE03,
Menu path: Logistics Plant maintenance
Management of Technical Objects Equipment
Create (IE01)
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Description:
Use this transaction for creating & maintaining Equipment
Double click or press Enter Key to reach the following screen
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Instructions
In the initial screen, enter the values in the following fields:
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Field name Required
/
Optional
User action and allowed values
Equipment No in put is required as system creates an
internal no,
Valid on R By default system proposes current date, one
can change to the appropriate valid from date.
Equipment category R Appropriate equipment category to be selected
from the list
REFERENCE
Equipment O Already existing equipment can be used to copy
the data
Material Not applicable this is required when a
material/equipment link is required
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Press Enter key or click on Enter / Continue icon to reach the following
screen
Enter the parameters as detailed below: in „General‟ screen
Screen fields data entry instruction:
Field name Required
/
Optional
User action and allowed values
Description R Equipment Name is to be entered
(40characters). If the name exceeds, use long
text.
Object type O Type of machine ex: “select from list”
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Field name Required
/
Optional
User action and allowed values
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
country
O Country, where the equipment was
manufactured
Model number O Model number of the equipment supplied by the
36. End User Manual
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Field name Required
/
Optional
User action and allowed values
manufacturer
Constr. Yr/mth O Year and month of equipment constructed
Manuf Part No. O Part number of the equipment as supplied by
the manufacturer
Manuf Serial No. O Serial number of the equipment as supplied by
the manufacturer
Click on Location Tab to get the following
screen
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Field name Required
/
Optional
User action and allowed values
Maintenance plant R Maintenance plant, where the equipment is
located
Location O Location of the equipment, for ex: Building
where it is installed.
Plant section R Further low level identification of location.
Work center O Production work center, for blocking from
production during maintenance work.
ABCD O As detailed below:
Indicator Strategy
A Critical
B Important
C Non-critical
Now Click on Organization tab to get the following
screen
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Field name Required
/
Optional
User action and allowed values
Company code R R/3 will copy the respective company of the
maintenance plant.
Business area O For viewing profit and loss statement/area wise
costing.
Asset O Appropriate asset number should be assigned
to the equipment.
Cost center R All the costs incurred at the equipment level are
collected at these cost centers level.
Planning Plant O Maintenance planning plant, defaulted as that of
maintenance plant.
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Field name Required
/
Optional
User action and allowed values
Planner group O Planner groups as per the maintenance
planning activities.
Maintenance work
center
O Maintenance work center, currently represents
the departments like ME, EE, IE, CE & SE
Catalog profile O For equipment history generation all the codes
are maintained in a catalog profile.
Now Click on Structure tab to get the following screen
Click here for
Installation
at functional
location
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Field name Required
/
Optional
User action and allowed values
Functional Location O Functional location under which the equipment
is functioning.
Superior Equipment O Superior equipment under which the equipment
is functioning.
Tech Ident. no O Technical identification number of the
equipment.
Const Type O Material of construction.
The field in the Function location blank, so it is to be selected for the Hierarchy
Icon.
Click on icon on structure tab, to get the following
screen
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First dismantle the already existing installation and then input / select new
installation location and click on Enter / Continue icon
If you select the Superior Equipment Instead of Functional Location then that
Equipment will be called SubEquipment.
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Click on to Save the Equipment and following message
will be given by the system
Warranty is the commitment of the manufacturer, vendor, or retailer to guarantee
services to a customer either free-of-charge or only charged in part, over a certain
period of time.
Warranty details of equipment can be incorporated during equipment creation or can
be done in equipment data change transaction and can be viewed through display
mode
Whenever we try to create a notification or order, SAP system will alert with a
warning message with warranty details if the equipment is still under warranty [period
WARRANTY START DATE
WARRANTY
END DATE
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To accommodate different warranty conditions against different warranty services, a
separate master warranty is to be created and the same is to be assigned to the
equipment master data
Field name Required
/
Optional
User action and allowed values
Master Warranty O N.A
Begin guarantee O Start date of warranty
Warranty end O End date of warranty
3.3 Equipment Bill of Material
A “Bill Of Material” (BOM) is a complete, formally structured list of the components
making up a technical object or an assembly. The list contains the object numbers of
the individual components together with their quantity and unit of measure. The
components can be stock or non-stock spares or assemblies, which in turn can be
described using maintenance BOMs.
BOMs are primarily used for the following purposes:
Structure description
BOM describes the structure of a technical object or material. Using maintenance
BOMs maintenance tasks can be planned
Assignment of spare parts
BOM is used in plant maintenance to assign spares for a technical object or
material. This is shown in the figure below:
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Trigger:
A piece of maintenance equipment requires a bill of material for maintenance
purposes.Whenever any Equipment created we can create its BOM for Structuring.
But Before creating Equipment BOM we need to create Material Master.
BUSINESS PROCESS PROCEDURE OVERVIEW
Create a bill of material for a piece of maintenance equipment to describe the
equipment components, maintenance requirements or the assignment of spare parts.
Output - Results Comments
Equipment BOM created
ID: PM Title: Maintaining of Master data – Equipment
Business process: Bill of Material
Transaction
code:IB01, IB02
Menu path: Logistics Plant maintenance
Management of Technical Objects Bill of
materialEquipment BOMIB01 create
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Description:
Use this transaction for creating & maintaining Equipment bill of material
Press Enter key or use mouse double click to get following screen
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Press enter key
In the initial screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
Equipment R Select Equipment for which BoM is being
created
Plant R Enter plant
BOM usage R Select – 4 for Plant Maintenance
Press Enter Key or Click on Enter / Continue icon
To get the following screen
Equipment no
Plant
BOM
USAGE
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Enter the parameters as detailed below : in „Material‟ screen
Screen fields data entry instruction:
Field name Required
/
Optional
User action and allowed values
Item category R Select Item Category
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Field name Required
/
Optional
User action and allowed values
Component R Select item code
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Field name Required
/
Optional
User action and allowed values
Component
description
R System defaults description of selected
component
Quantity R Enter installed quantity
Units R System defaults UOM of selected component
Click on to save the entered data
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3.4 General maintenance Task lists
Task Lists.
Task list is defined as the set of work instructions that will help a maintenance
planner schedule his day-to-day job in a predefined manner
Maintenance task lists describe a sequence of individual maintenance activities,
which must be performed repeatedly within a company. Task lists are used to
standardize these recurring work sequences and to plan them more effectively.
Task lists can be grouped, for example in to two groups - "Inspection" and
"Mechanical Repairs".
The individual maintenance task lists within the group "Mechanical Repairs" and are
identified by the task list counter numbers 01 and 02 as shown in following fig.
General Maintenance Task List
This type of task list is generic in nature i.e. the same general task list can be
used both for equipment and functional location and also for more than one
equipment or functional location of the same type or different types.
Similar general task lists can be grouped and several individual general maintenance
task lists can be created.
General task lists can be used to reduce the time spent creating individual functional
location/equipment task lists.
Trigger:
Need to prepare a sequence of activities that must be repeatedly performed within a
company.
BUSINESS PROCESS PROCEDURE OVERVIEW
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BUSINESS PROCESS PROCEDURE OVERVIEW
Maintenance task lists describe a sequence of individual maintenance activities which
must be repeatedly performed within a company. They are used to standardize
repetitive work processes, to plan them more effectively, and to save time when
creating maintenance orders and maintenance plans.
Output – Results Comments
General Task List created
For General Task Lists
ID: PM Title: Maintaining of Master data - Functional
location
Business process: General Task List
Transaction code:
IA05
Menu path: Logistics Plant
maintenancepreventive maintenance Work
schedulingtask listGeneral maintenance Task
lists Create (IA05)
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Description:
Use this transaction for creating & maintaining General task list
Press Enter Key to get the following screen
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Field name Required
/
Optional
User action and allowed values
Group R Enter a group name (8 characters only)
Profile R PDIL
Key date R Date from which the task list is to be used
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Enter the field value according to the following table
Field name Required
/
Optional
User action and allowed values
Group CNTR R System defaults grp cntr is to be entered
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Work Center O Select responsible work center from the list
Usage O Select 4 for plant maintenance
Status
R Select 4 for plant maintenance
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Click on operation tab
Following screen can be viewed
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In the initial screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
Work center R Select work center
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Plant code R Define plant code like for Noida Engineering=
1100
Ctrl key R Pm 01 for internal operations & PM 03 for
external operations
Operation
description
O Describe the operation to be carried out
Work O System will automatically calculate by
calculation key
UN O Unit of measurement for mh
NO O No of persons required to perform the activity
Duration O Duration of Operation
Unit O Unit of measurement for duration
C O Calculation key –2 ( for calculating duration )
Repeat the same above operation for required no of activities
Select components tab for allotting spares required for that activity.
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Material O Select required item code
Qty O Enter the required qty
Click on to save the task list.
3.5 Work Permit
Permits are to ensure that special approval must be obtained before maintenance
orders are executed.
Permits can be assigned to the following objects:
Technical objects (functional locations and equipments)
Maintenance orders
Different types of work permit are required
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Permits can be grouped into permit categories, like
Work permit – General jobs
Hot work permit - Hot job
Confined space work permit - permit to work at confined areas
High reach work permit-Permit to work at elevated places
Trigger:
A regulation or condition needing to be observed when maintenance work is being
performed.
BUSINESS PROCESS PROCEDURE OVERVIEW
A permit is a regulation or condition that must be observed when maintenance work
is to be performed on a technical object. The creation of the permit master record is
covered in this procedure.
The permit can be attached to a Functional Location, Equipment master, or directly to
a work order.
The requirement can be observed at the release or the completion of a work order.
The permit can only be for reference, provide a warning, or cause an error message
unless issued.
Output – Results Comments
Permit master created Master record can be viewed again by selecting row
and choosing details.
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ID: PM Title: Maintaining of Master data – Work Permits
Business process: Work permits
Transaction code:
IPMD
Menu path: Logistics Management of tech.
objects Environment IPMD permits
Select the transaction as shown in the following screen
Press enter key or double click to reach the following screen
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To view the next screen press Enter key or click on icon
AND THEN ON
to view the following screen :
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Enter the filed values as explained in following table :
Field name Required
/
Optional
User action and allowed values
Permit R Enter permit name
Text R Enter description of the permit
Category R Select category of permit from the list
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Field name Required
/
Optional
User action and allowed values
Order release O Select required control on order releasing from
the drop down list
1 – while releasing order system will only warn
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Field name Required
/
Optional
User action and allowed values
about the issue of assigned permit to the order
2 – Order release is possible after issuing the
permit only
(Blank) – No need for issue of Permit
Order Completn O Select required control on order releasing from
the drop down list
1 – while completing order system will only
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Field name Required
/
Optional
User action and allowed values
warn about the issue of assigned permit to the
order
2 – Order completion is possible after issuing
the permit only
(Blank) – No need for issue of Permit
Permit class R System defaults Permit class
Print O Select the Print
Not modifiable O N.A
Click on
If you want to write some more thing about the permit. You can use the
Long Text.
Maintain required permit instructions and click on ICON
Click on save button to save the Permit.
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3.6 Characteristic
The pre-requisite for creating a Measuring Point is characteristic.
Creation of a Characteristic:
The Pre-requisite for creating a characteristic is “Unit of Measurement”, and almost
all standard “units of measurement” are available in the system. If a standard Unit of
Measurement is not available, contact administrator for creation of the same.
Trigger:
Format need for characteristic values and the need to display characteristics when
classifying master data
Output – Results Comments
List of characteristics Used to classify and identify objects
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Double click or press Enter Key to reach the following screen
In the initial screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
Characteristics R Select characteristics & characteristic screen
appear & (If you want to change a Existing
Charecteristic) Select find by group & click. The
next screen appears & select plant maint. From
drop down list. If you want to create a new
characteristic please enter the new
characteristic name and then go to the menu
bar “Charecteristic” and click on “new”
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Field name Required
/
Optional
User action and allowed values
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Field name Required
/
Optional
User action and allowed values
After selecting the above screen double click
you get the following screen. Then select the
required characteristic & double click
Change no O If require fill
Validity O Select the date of validity from the calendar
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Field name Required
/
Optional
User action and allowed values
If the values are of standard type , values can be entered e.g., Speed of pumps
1500 RPM, 3000 RPM, 1000 RPM, 750 RPM etc.,
OR
If Make is a characteristic, the values could be Akay, KSB. Maag etc.,
Click on
The Characteristic is saved.
3.7 Measuring Points
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Measuring Points:
Measuring points in MY SAP ERP System describe the physical and/or logical
locations at which a condition is described (for example, the feed water temperature
of a boiler, or the number of run hours of a machine)
In Plant Maintenance, measuring points are located on technical objects, in other
words, on pieces of equipment or functional locations.
Measuring points are classified into:
Measuring points
Normal inspection points like temperature, pressure readings
Counters
Counter is a provision in my SAP ERP to represent the wear and tear of an object,
consumption, or the reduction of an object‟s useful life
Counters can be used to accumulate the readings like equipment run hours,
Energy
Consumption readings, etc.
Trigger:
A measurement or counter reading for any Equipment/ Functional location to capture
its current condition.
Business Process Procedure Overview
Measurement will be at a measuring point or a counter.
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Output – Results Comments
Measurement Point created
Creation of Measuring Point :
Measuring Points can be created for Functional location and Equipment.
ID: PM Title: Maintaining of Master data - Equipment
Business process: 6.4.1.7 – Measuring Points
Transaction
code:IK01
Menu path: Logistics Plant maintenance
Management of Technical Objects
EnvironmentMeasuring pointCreate (IK01)
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Case 1 : Normal Measuring Point
As shown in the following screen, Select the transaction
Double click or press Enter Key to reach the following screen
Screen fields data entry instruction:
Field name Required
/
Optional
User action and allowed values
Measurement
Object
R Select IEQ for equipment /IFL for Functional
Location. Now press enter key if corresponding
field is not displayed as per IEQ or IFL
Meas. Point category
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Field name Required
/
Optional
User action and allowed values
Equipment / fuct.loc R Equip/Flo code is to be selected
Meas Pnt Cat R Select required cato. Or use gen cato.
Measuring point
counter check box
O Select if measuring point is counter or leave
blank
Press Enter Key or click on Details icon to reach the following
screen
Screen fields data entry instruction:
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Field name Required
/
Optional
User action and allowed values
Measurement
Position
O Position of the measuring point on the
equipment or functional location.
Characteristic
Name
R Characteristic for Unit of Measurement
Description of the
measuring point
R Detailed description of the measuring point
Target Value O Normal operating value should be entered:
Example: 10.0kg/cm2
Text O Text can be entered: Example: Pressure under
ambient condition.
If measuring point is normal measuring point and if data like max. and min. range is
to be given then click on Additional data tab. This data will determine for automatic
generation of notification whenever entered reading is beyond extreme limits.
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Go to : Additional data for entering Maximum and Minimum Values :
Screen fields data entry instruction:
Field name Required
/
Optional
User action and allowed values
Upper Range Limit O The Maximum pressure condition
Lower Range Limit O The Minimum pressure condition
Click on
The Measuring Point is saved.
Additional data TAB
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Case 2 : Measuring Point as Counter
Screen fields data entry instruction:
Field name Required
/
Optional
User action and allowed values
Measurement
Object
R Select IEQ for equipment /IFL for Functional
Location. Now press enter key if corresponding
field is not displayed as per IEQ or IFL
Equipment / fuct.loc R Equip/Flo code is to be selected
Meas Pnt Cat R Select required cato. Or use gen cato.
Measuring point R Select Check box
Check this box if the
measuring point is a
counter
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Field name Required
/
Optional
User action and allowed values
counter check box
Press Enter Key to view the following screen
Screen fields data entry instruction:
Counter over reading /
Reset value
Annual Estimate
Note : This is required for
Counter based planning
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Field name Required
/
Optional
User action and allowed values
Measurement
Position
O Position of the measuring point on the
equipment or functional location.
Characteristic
Name
R Characteristic for Unit of Measurement
Description of the
measuring point
O Detailed description of the measuring point
Counter Reading O Max displayable reading of the counter
Annual Estimate O Annual Estimate of readings
Click on
The Measuring Point (Counter) is saved.
3.8 Work Center
Trigger:
Need identified for a new Work Center within a plant.
Business Process Description Overview
A work center is an organizational unit that defines where and when an operation
should be carried out within a plant. A work center is unique within a plant. Work
centers can be machines, people or production lines. Operations that need to be
executed are defined on a task list and executed at the corresponding user assigned
work center. This transaction enables the user to create basic data, set defaults,
assignments, and define capacities and scheduling data pertinent to a work center.
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Work centers contain default values that are copied or referenced in operations at the
time of task list creation. They also contain costing, scheduling and capacity data
required for leadtime scheduling and capacity planning.
Output – Results Comments
New work center within a plant
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3.9 Maintenance Planning
Maintenance Plan (Single Cycle):
Single cycle plan allows only one cycle frequency, whereas strategy plan allows
multiple frequencies.
Single cycle maintenance plan adopts exactly one time-based or performance
based maintenance cycle, with interval at which the maintenance plan should be
executed.
Trigger:
To plan maintenance events to occur in a regular, periodic manner, based on one
cycle parameter.
Business Process Procedure Overview
Maintenance plans merge the records of specific strategies, task lists, items and
measuring points (when necessary) to generate a recurring maintenance schedule for
the resultant orders which are copied from the task lists.
In addition, they can be used for condition-based maintenance which can generate
notifications or orders based on pre-established performance parameters.
There can be multiple maintenance items in a maintenance plan. A separate order will
generated from the plan for each item.
Output – Results Comments
Maintenance plan is created. The outputs of all three types of maintenance plans
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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:
IP41
Menu path: Logistics Plant maintenance
Preventive maintenance Maintenance Planning
Maintenance Plans Create Single Cycle Plan
(IP41)
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Select the transaction and Double click or press Enter Key to reach the
following screen
In the initial screen, enter the values in the following fields:
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Field name Required
/
Optional
User action and allowed values
Maintenance Plan
Category
R Choose the Maintenance Plan Category:
“Maintenance Order”
Press Enter to get the following screen
In the screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
Maintenance plan R Enter appropriate description for the
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Field name Required
/
Optional
User action and allowed values
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:
Functional Location
O/R Reference object on which the maintenance
activity should be carried out.
Reference object:
Equipment
O/R Reference object on which the maintenance
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 of
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Field name Required
/
Optional
User action and allowed values
functional location task list.
Click on icon to reach the following screen
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In the screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
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
indicator
O If a day of a month is critical and cycle period is
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
requirement
O If the fresh maintenance order to be created by
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 current
plan are displayed.
To add a counter for performance based preventive maintenance:
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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 plan
3.10 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 making
scheduling modifications as necessary.
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Business Process Procedure Overview
Maintenance 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 may
have goods, labor, and services charged to it. Releasing a work order gives the others
the authority to reserve its resources, purchase additional ones, and start charging
costs. If you decide not to do this work you can release and technically complete the
order immediately.
Note:
The plan is constantly adjusting itself to keep consistent with the cycle lengths linked to
the items. Thus, each time a call is closed outside the cycle length and the associated
tolerances, the plan is adjusted accordingly. If this is a recurring practice, future
planned call dates will be fluctuate sporadically and could be difficult to keep track of.
Output – Results Comments
A view of the scheduled calls
for a maintenance plan
ID: PM Title: PREVENTIVE MAINTENANCE–MAINTENANCE
PLANNING
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Business process: Maintenance Scheduling
Transaction code:
IP10
Menu path: Logistics Plant maintenance
Preventive maintenance Maintenance Planning
Scheduling for Maintenance Plans Schedule
(IP10)
Select the transaction and Double click or press Enter Key to reach the following
screen
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In the initial screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
Maintenance Plan R Select the Maintenance Plan from the list
Press Enter key or click on Enter / Continue icon to get the following screen
and then Click on the “Start” or the “start in cycle” Push button as per Requirement.
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The plan is ready for a schedule run. Press start button to Run Scheduling from the
Start. If you want to Start the Plan from within the Cycle then one needs to use “Start
in Cycle‟.
The Following Screen appears.
Use “Start in Cycle”
when you need to
start the Plan from
with in the cycle.
Use “Start” when
you need to start
the Plan from the
Start of the Cycle.
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The scheduled call object will be displayed as above. If the overview list is to be
analyzed click on
Scheduling overview list. Release the scheduled plan for creating the
maintenance orders. The
Overview will appear as below
Click on “Scheduling
Overview.
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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 Overview
To view the scheduled calls for a maintenance plan in a list format
Output – Results Comments
List of scheduled calls for
review
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For viewing plan / execution status select transaction IP24 and press Enter
key to reach the
Following screen
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Select by maint plan category as PM (or use the available fields for
different search criteria)
click on to view the following screen
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Calibration process is as same as Preventive maintenance in PDIL Case.
So Kindly follow the same Process.( Only maintenane Order type, Planner
Group, Work Center will be changed as per the Calibration)
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4. Maintenance Processing
4.1 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 measuring
points.
Trigger:
A measurement or counter reading from a measurement point needs to be entered
into the system.
Business Process Procedure Overview
After a measurement has been taken at a measuring point or a counter, the data needs
to be entered into the system. A measurement document comprises the data entered in
the system
Output - Results Comments
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Measurement Document
created
Document may be verified by running transaction IK13
(display measurement document). Refer to business
process procedure „Display Measurement Document‟
to verify results.
Case 1 : Normal Measuring Point
Transaction code:
IK11
Menu path: Logistics Plant maintenance
Management of Technical Objects functional
location/equipment measuring document create
(IK11).
Double click or press Enter Key to reach the following screen
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In the initial screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
Measurement point R Select the measuring point on which the
measuring point to be entered
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Field name Required
/
Optional
User action and allowed values
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
Case 1- if the measuring point is a counter following screen will appear as
below
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Screen fields data entry instruction:
Field name Required
/
Optional
User action and allowed values
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
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Field name Required
/
Optional
User action and allowed values
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 readings
Case 2- if the measuring point is not a counter following screen will appear
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Screen fields data entry instruction:
Field name Required
/
Optional
User action and allowed values
Meas rdg R Enter the reading of measurement
Click on to save the readings
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MEASURING POINT ENTRY LIST
Trigger:
A measurement or counter reading from a measurement point needs to be entered
into the system.
Business Process Procedure Overview
After a measurement has been taken at a measuring point or a counter, the data needs
to be entered into the system. A measurement document comprises the data entered in
the system
Output - Results Comments
Measurement Document
created
Document may be verified by running transaction IK13
(display measurement document). Refer to business
process procedure „Display Measurement Document‟
to verify results.
Creating Entry List
Transaction code:
IK31
Menu path: Logistics Plant maintenance
Management of Technical Objects Environment
measuring points measuring reading entry list
(IK31).
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Double click or press Enter Key to reach the following screen
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Type entry list name & press Enter key or click on Enter / Continue icon
To reach the following screen
Type entry list name
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In the initial screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
MeasPoint/ Counter R Select the measuring point on which the
measuring point to be entered
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Field name Required
/
Optional
User action and allowed values
Measu point short
text
R System defaults from master data
Meas Position O System defaults from master data
Click on
Following message will appear on the screen
Measurement readings entry through Measurement readings Entry
List
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Transaction code:
IK34
Menu path: Logistics Plant
maintenanceMaintenance Processing
completion confirmation measurement
documents collective entry with entry list
(IK34).
Press Enter Key or Double click on selection
To reach the following screen
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In the initial screen, enter the values in the following fields:
Field name Required
/
Optional
User action and allowed values
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 tab
To reach the following screen
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Reading/Counter
reading
Required
/
Optional
For measuring point enter read value or
For counter either counter reading or
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
counters)
R Either counter or difference reading has to
be entered to calculate the second
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Reading/Counter
reading
Required
/
Optional
For measuring point enter read value or
For counter either counter reading or
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 reading
Click on to save the data
Notifications
Notification is a means, by which internal company notifications like equipment
malfunctions; breakdowns, maintenance requests or activity reports etc are entered
and 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 problem
reporting and technical resolution.
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Business Process Procedure Overview
This document describes how to create a PM notification for any notification type. A
notification is used to capture technical information and assign tasks that do not involve
the tracking of costs. The user can create a maintenance order or a quality notification
from the PM notification.
Note: With this transaction, the screen layout will differ based on the notification type as
defined in customizing. Refer to Business Procedure document for Create Maintenance
Request, Create PM Malfunction Report and Create PM Activity Report.
Output – Results Comments
Creation 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:
IW21
Menu path: Logistics Plant maintenance
Maintenance Processing Notification create
(IW21)
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Use this transaction for creating Notifications on Functional Locations and
Equipment.
As technical objects like buildings are installed as Functional locations, all jobs that
are 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 department
to perform an activity. Unlike malfunctions reports, maintenance requests are not
used in the event of malfunctions. They are typically used in conjunction with
investments, reconstruction or replacement.
Malfunction Report (M2)
A malfunction report describes a malfunction of an object, which restricts the
performance of that object in some way. A user can use a malfunction report to
inform the maintenance department that a system is not functioning correctly, is not
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working at all, or is producing poor results. Malfunction reports are intended to
prompt the maintenance department to carry out a maintenance task to restore the
target condition of the object.
Activity Report (M3)
An activity report describes a maintenance activity that has already been carried out
and was not necessitated by a malfunction, problem or damage. An activity report is
a 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 of
activity reports include inspection or maintenance findings. These documents all the
results of an inspection, or the technical values of an object determined during or
after regular preventive maintenance work. Inspection tasks are not requested
explicitly via a malfunction report and are usually based on inspection orders.
Preventive maintenance work is carried out to preserve the target condition of the
object, and is based on preventive maintenance plans.
IT Report (IT)
An IT report describes a malfunction of an object, which restricts the performance of
that object in some way. A user can use a malfunction report to inform the
maintenance department that a system is not functioning correctly, is not working at
all, or is producing poor results. Malfunction reports are intended to prompt the
maintenance department to carry out a maintenance task to restore the target
condition of the object.
After selecting the transaction, press Enter key or double click to reach the following
screen
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In the Initial screen , you can select the type of Notification and press ENTER key or
click on Enter / Continue icon to reach the next screen
Type Of Notification:
Maintenance Orders
To carry out internal maintenance jobs or external services as per the maintenance
requests or according to day to day observations and for preventive maintenance
activities, a maintenance order is to be prepared to plan for material, manpower
and services requirement.
On the basis of maintenance orders only, maintenance jobs costing, reservation for
material and manpower planning can be done.
Maintenance Orders are to be created by Maintenance dept on:
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Functional Locations
Equipments
Maintenance Orders can be created against:
Notifications
Direct/Adhoc
Maintenance 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 Maintenance
Please use appropriate type of order, for capturing the data under various categories.
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As technical objects like buildings are installed as Functional locations, for jobs that
are required to be carried out, Maintenance orders are to be created on Functional
Locations.
4.2 Breakdown Maintenance Process:
Malfunction Report (M2)
A malfunction report describes a malfunction of an object, which restricts the
performance of that object in some way. A user can use a malfunction report to
inform the maintenance department that a system is not functioning correctly, is not
working at all, or is producing poor results. Malfunction reports are intended to
prompt the maintenance department to carry out a maintenance task to restore the
target condition of the object.
i) Create Notification for reporting Machinery malfunctions/Breakdown
(M2)
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>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 equipment
Notification Header
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Click / Press
ENTER
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>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 ENTER
Notification Description
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Field name Required
/
Optional
User action and allowed values
Notification
Description
R Description of activity to be carried out
Functional location/
Equipment
O Select from the List of 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
completed
Here we can see Warranty
Status of Equipment
Long Text Can be Written
at this place
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Field name Required
/
Optional
User action and allowed values
Planner group O Planner groups as per the maintenance
planning activities.
Maintenance work
center
O Maintenance work center, currently represents
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 details
IMPORTANT : If it is a Breakdown, checkbox „Breakdown to be selected.
After entering all the required values, click on to save the
Notification.
ii) Notification Processing
Initially Notification will have the status “OSNO” when it is created,
Notification is to be released for changing the status as “NOPR” and after completing
the notification, status will change to “NOCO”, if any order is assigned to this
notification, status “ORAS” will be there.
Different Notification Status codes are shown below
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After entering all the required values, click on to save the
Notification. And following message will appear on the screen
If NO cost is involve we can document all work in Notification Only.There is no need
to create Maintenance Order.
Notification – Put in process :
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iii) Notification Completion
Notification is to be selected by using transaction codes IW22 / IW28 to reach the
following screen
Check for status
change from
OSNO to NOPR
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Enter the notification number in Notification box or select from the list
Press Enter key or click on “Notification” to reach the following screen
Enter completion details as explained in following table
Field name Required
/
Optional
User action and allowed values
Malfunction start R Time of malfunction begin
Malfunction end R Time of end of malfunction
Complete the notification by clicking on Complete Flag.
Observe status change from NOPR to NOCO (Notification completion.)
Click completion flag to get
the completion screen
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The Notification is completed, If the activity is unsatisfactory, the notification can
again be opened and again put into operation.
With reference to this notification, If Maintenance order is to be created for carrying
out the above work,
then click on create Icon.
Or go to menu path PM Notification -> Order -> Create -> Direct as shown in the
following screen
Click here
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You will reach the following screen
Enter / check Order Type, Main work center and click on Enter / Continue
icon
To reach the following screen
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For planning in terms of manpower and material and for further processing of order,
After entering required details, save the order and following message will
appear on the screen.
iv)Maintenance Order Creation/Change
Trigger:
Internal work hours and costs need to be captured and transferred to other cost
objects for maintenance / service work.
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Business Process Procedure Overview
A detailed work planning document which holds details on resources, components,
costs, and labor required to complete specific maintenance work. Can be created with
or without a notification.
The costs are settled to other cost objects, such as cost center.
Output - Results Comments
Creation 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 created
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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
/
Optional
User action and allowed values
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 given
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Field name Required
/
Optional
User action and allowed values
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,
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Field name Required
/
Optional
User action and allowed values
PM03 - if the job to be carried out externally
Work duration,
Number, Operation
duration
O Depending on the calculation key, enter any 2
or 3 values, so that the 3rd
value will be
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 Purchase
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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 this
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Purchase Requisition Number Genrated.
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Field name Required
/
Optional
User action and allowed values
Component R Indicate Material code of the component.
Requirement Qty O Indicate the quantity of the components
Description and
UM
O Automatically copied from the system.
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‟ - a
reservation is created .
Reservation creation is irrespective of material stock. (Means, even if the
material is not available in the
storage Location, reservation will be created.).
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N – means Non-stockable, but coded item. – Even if stock is available , „N‟ can
be indicated.
The system will create a PR for the Items for which „N‟ is indicated.
Reservation Number Generated for Stock Item. Material Issue against Reservation
process can be viewd in MM End User Manual as it is MM Process.
Click on to save the Order
v) PROCESSING THE ORDER
1.RELEASING THE ORDER
ORDER CAN BE RELEASED WHILE CREATING OR AFTER CREATION ALSO.
RELEASING WHILE CREATING
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CLICK ON RELEASE FLAG , THE SYSTEM STATUS WILL CHANGE
FROM “CRTD” TO “REL”
RELEASING AFTER CREATION and then SAVE the Order.
SELECT THE ORDER WHICH IS TO BE RELEASED BY TRANS CODE “IW32”
RELEASE
FLAG
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ENTER THE ORDER NO OR SELECT FROM THE DROP DOWN LIST
Select the Release Button to release the order
The order will be released., Check status as below..
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v) COMPLETION CONFIRMATION
A.TIME CONFIRMATION
Trigger:
Actual hours worked and materials used need to be recorded and posted to the PM
order.
Business Process Procedure Overview
The actual hours worked per operation are recorded/posted to the PM/CS order via time
confirmation.
Any materials used may be posted at this time.
Technical reporting to the notification may also be performed at this time.
Check for status
changed to REL