PM User Manual Advik

ADTIK Plant Maintenance
Project Bramha
Unisoft Infotech Pvt. Ltd. - SAP Services
Project BRAMHA Implementation
At
ADVIK Hi-Tech Pvt. Ltd.,

Chakan, Pune.
mySAP ERP2005 ECC6.0
User Instruction Manual
Plant Maintenance
Prepared by
Pankaj U. Nimkar
Plant Maintenance mySAP ERP 2005 ECC 6.0

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DOCUMENT CONTROL SHEET
GENERAL INFORMATION
Project Name SAP R/3 Implementation Document Version No 1.0
Key User Anil Mahamuni Document Version Date

18.03.2008
Consultant Pankaj U. Nimkar Preparation Date
18.01.2008
Reviewed By Key Users & Consultant Review Date
DOCUMENT TRACKING
Version Date Author Reviewed Changes from previous

by version
V 1.0 18.03.2008 Pankaj U.Nimkar Aruna Kumar B.
ACCEPTANCE:
In witness there of the parties, in signing this acceptance, have agreed that Unisoft
InfoTech has successfully completed the Business Blue Print and has met all the
deliverables as mentioned in the contract.
Name Title, Department Date Signature
Mr. Amol Dagwade Project Co-coordinator
Mr. Anil Mahamuni PM Key User
Mr. Pankaj U. Nimkar PM Consultant
Mr.Mukund Kulkarni Project Manager

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Creating a Functional Location
1. In the initial screen, choose Logistics ÆPlant maintenance Æ Technical

objects. The screen Technical Objects is displayed.
Choose FunctLocation Æ Create. The screen Create Functional Location:
Initial is displayed.
Enter Functional
Location, Check
StrIndicator.
2. Enter the structure indicator you require and choose Continue.

The system displays the edit mask for the functional location number as
well as its hierarchy levels.

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Enter the name of

the functional
location.
3. Enter the functional location number and a technical location as a

reference if necessary, and choose Continue.
The screen Create Functional Location: Location Data is displayed.
4. Make all the necessary entries in this screen. Choose Continue.
The screen Create Functional Location: PM Data is displayed.
5. Make all the necessary entries in this screen.
If you want to classify the functional location, choose Goto Æ
Classification. You go to the classification processing function.
6. Save the master record.

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Changing and displaying a Functional Location

Prerequisites
Changes should only be made in certain cases, for example, if you made a
mistake when entering the data, or if certain data has changed and the
master record has to be updated.
Changing a Functional Location
1. In the main menu, choose Logistics Æ Plant maintenance Æ Technical
objects.
The screen Technical Objects is displayed.
2. Choose FunctLocation Æ Change.
The screen Change Functional Location: Initial is displayed.
Enter the
functional
location

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3. Enter the number of the functional location or use a match code to

search for it.
3. Choose Continue.
The master record of the functional location is displayed.
Change the
data if
required
5. Make necessary changes and save the records.

Displaying a Functional Location
In the main menu, choose Logistics Æ Plant maintenance Æ Technical
objects.

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Choose FunctLocation Æ Display.

The screen Display Functional Location: Initial is displayed.
Enter the number of the functional location or use a match code to search
for it.
Choose Continue.
The master record of the functional location is displayed. If necessary, you

can switch from the display mode to the change mode. In the screen
Display FunctLocation, choose FunctLocation Æ Display Æ Change.

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List Editing Using a Reference Location as Copy

Reference
Prerequisites
You can only use this list editing function for functional locations.
With this list editing option, you refer to an existing reference functional
location.
Procedure
objects.
2. Then choose FunctLocation Æ List editing Æ Create.
The list entry screen is displayed.

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3. Choose Edit Æ Copy reference.

The dialog box Create FunctLocation Structure using Copy Reference is
displayed.
4. Enter the number of a reference functional location to be used as a
copy reference, and the number of the new location structure.
In this dialog box, the functions Structure list and Structure graphic are
also available.
5. The system enters all the locations or those with the new number, in
the list.
Using this option, the functional locations that are created refer in their
master records to the reference functional location that you specified when
creating them. The function Change structure also helps you with this form
of list editing when creating new functional locations. You can use it to
change and enter a structure branch of the copy reference into the new
functional location.
Creating a Piece of Equipment

Prerequisites
Before you create a master record for a piece of equipment, you must know
the following:
• How are the equipment numbers assigned?
• Internally, meaning automatically by the system
• Externally, meaning manually, possibly according to a company-
specific system
• Do you have to enter equipment descriptions according to a particular
company-specific method, in order to simplify the search process?
Procedure
objects.

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2. Choose Equipment Æ Create.
The initial screen is displayed.
3. Make all the necessary entries.

If you want to use another piece of equipment or material as a
reference for the new piece of equipment, enter its number in the block
Reference.
4. Choose Continue.

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If you have specified a piece of equipment as a reference, the system

displays a dialog box, in which you specify which data of the reference
equipment should be copied to the new equipment. Then choose
Continue and you return to the screen General Data.
5. Make all the necessary entries in this screen.

6. Select further master data screens, such as the location and
maintenance data, serialization or partner data screens.
Make all the required entries in these screens too.

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If you want to classify the equipment master record, choose Goto Æ

Classification. You go to the classification processing function.
7. Save the master record.
Using List Editing for Equipment

Use
In addition to the individual entry of equipment master records, you can also
use the list editing function. This allows you to enter quickly a large number
of pieces of equipment in the system with their essential data, using existing
equipment or material master records as a reference where necessary.

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Procedure
1. From the main menu, choose Logistics Æ Plant maintenance Æ
Technical objects Æ Equipment Æ List editing Æ Create.
The screen Equipment List Entry is displayed.

2. In the upper section of the screen, enter the equipment category and
the maintenance plant. These entries will be valid for all the pieces of
equipment that you create using this transaction.

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3. If you want to use a reference when creating the pieces of equipment,

enter either a piece of equipment or a material in the section
Reference.
If you are using a reference, you can specify the number of pieces of
equipment that you want to create. The description of the reference
equipment or material is copied into as many of the list entry fields as
you specify here.
4. In the list entry part of the screen, enter the following data for each
equipment master record that you want to create:
– The equipment number (only if you are using external number
assignment)
– The equipment description (if this has not been copied from the
reference)

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5. Save the new equipment master records.

Depending on the fields in the equipment master record that have been
defined as obligatory fields, processing continues in one of the following
ways:
A .The system saves the master records and issues a message
informing you of the numbers of the pieces of equipment created
B. The system branches into the individual master records in which you
must enter particular data that has been defined as obligatory data.

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After you have made all the required entries, the system saves the
master records and issues a message informing you of the numbers of
the pieces of equipment created.
Changing a Piece of Equipment

Prerequisites
In certain circumstances, you may have to make changes to the data in the
equipment master record. For example, if you made mistakes when the data
was entered or if certain data has changed and has to be updated in the
master record.
Procedure
1. In the screen Technical Objects choose Equipment Æ Change.
The screen Change Equipment: Initial, is displayed.

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2. Enter the number of the equipment master record or use a matchcode

to search for it.
2. Choose Continue.
The screen Change Equipment: General Data.
3. Make all the necessary changes in this screen. To change further data,
go to the required screens.
4. If necessary, you can change the equipment category. Choose Edit Æ

Change category.

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5. The dialog box Change Equipment Category is displayed. Enter the

required data.
6. Save the changes.
Displaying the Structure List and the Structure

Graphic
Use
You can display a structure graphic or a structure list for a piece of
equipment. This is useful in the following cases:
• When a bill of material exists for the piece of equipment
• When the piece of equipment is part of an equipment hierarchy
• When the piece of equipment is installed at a functional location
The system displays the piece of equipment and the surrounding structure in
either graphic or list form.
Procedure
1. Select the master record for the piece of equipment you require.
2. In any of the master data screens, choose:
– For the structure list Structure Æ Structure list OR ctrl F8
– For the structure graphic Structure Æ Structure graphic OR ctrl F7

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3. Depending on your choice, the system displays a structure list or

structure graphic, which you can hide or break down further using the
function keys, and in which you can see the following:
• The materials in the bill of material, if one exists for the piece of
equipment
• The superior and/or sub-pieces of equipment, if the piece of
equipment is part of an equipment hierarchy

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• The structure of the functional location, if the piece of equipment
is installed at a functional location.
Installing Sub-Equipment in a Piece of Equipment

1. Create master records for all the pieces of equipment you want to
process. To do this, processed as described in creating a Piece of
Equipment.
2. Call up the master record of the piece of equipment that you want to
define as the superior equipment. In the screen Technical Objects use
the menu bar sequence Equipment Æ Change or use the list editing
functions.
3. In any master record screen, use the menu bar sequence Structure Æ
Sub-equipment.

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The screen Installation Location: Install Equipment is displayed.
4. Enter the pieces of sub-equipment that you want to install in the list.
5. When you have installed all the pieces of sub-equipment required, you
can display all the pieces of installed equipment in an overview. To do
this use the menu bar sequence Installation location Æ Equipment
overview
The screen Installation Location: Equipment Overview is displayed.

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6. Return to the master data screen from which you called up the sub-
equipment installation function.
7. Save the equipment master record.

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Displaying the Whole Hierarchy

1. In the screen Technical Objects, choose Equipment Æ Structure.
The screen Equipment Structure: Selection is displayed.
2. Make the selection field entries you require.

3. Choose Program Æ Execute.
You will see a display of the piece of equipment and also any functional
location structure in either graphic or list form, depending on your
entries in the selection screen.

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4. You can explode the display as required. To do this, use the options in
the Edit menu bar.
Creating Data for the Permit

1. In the screen Technical Objects, choose Environment Æ Permits.
The screen Change View "Maintain Permits" is displayed.
2. Enter a permit category for each permit. You can enter a long text by
choosing Goto Æ Long text.
3. To process a Detail screen, select the required permit and choose Goto
Æ Detail.

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Go to the Menu for Maintaining Bills of Material

Maintenance bills of material (BOMs) are maintained in the Technical Objects
menu. To go to this menu, use one of the following menu bar sequences:
Logistics Æ Plant maintenance Æ Technical Objects
or
Logistics Æ Service Management Æ Technical Objects
You will see the menu bar BOM. All the transactions for maintaining BOMs are
contained in the pull-down menus under this menu bar.

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Performing the First Steps

If you want to create a new bill of material (BOM) without a reference,
perform the following four steps:
1. In the Technical Objects menu, use one of the following menu bar
sequences:
To create a use the menu bar sequence
material BOM BOM Æ Material BOM Æ Create
equipment BOM BOM Æ Equipment BOM Æ Create
functional location BOM BOM Æ FunctLocation BOM Æ Create
You are now on the initial screen for creating new BOMs.
2. Make all the necessary entries:
- Object name
- BOM usage
- Plant
The online documentation and possible entries button will help you.

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Creating BOM Items

To create bill of material (BOM) items, perform the following two steps:
1. In the New Material items (1-line) screen, enter the components
making up the object. One entry line is available for each component.
The table below shows you the item categories possible in the standard
system.
The online documentation and possible entries button will also help you
when entering item data.
You must enter a quantity and the item category for each item.
Item Category Enter: You will see Enter
Document item d the screen Item: document

Press General Data information
ENTER
PM Structure i the screen New

element Press Material Items
ENTER (1-line)
Stock item l the screen New

Press Material Items
ENTER (1-line)
Non-stock item n the screen Item: material group

Press Purchasing Data
ENTER
Variable-size Item r the screen Item: size and formula

Press Variable-size key
ENTER Data
Text Item t the screen Item: item text

Press Status/Long text

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ENTER.
When you have entered all your BOM items, you can
• Save your BOM
Displaying Bills of Material

To display a normal maintenance bill of material (BOM) or an individual
variant BOM, perform the following five steps:
1. In the Technical Objects menu, depending on the BOM type, use one of
the following menu bar sequences:
- BOM Æ Material BOM Æ Display
- BOM Æ Equipment BOM Æ Display

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- BOM Æ FunctLocationBOM Æ Display
You are now on the initial screen for displaying BOMs.
2. Make all the necessary entries. See the table below:
To display a: Enter:
BOM - BOM usage

- Technical Object number
- Plant
BOM, valid for a particular - BOM usage

change number - Technical Object number
- Plant
- Change master record number
BOM, valid on a particular day - BOM usage

- Plant
- Date in the Valid from field
- Same date in the Valid to field
BOM, valid from a particular - BOM usage

date - Technical Object number
- Plant
- Date in the Valid from field
BOM, valid to a particular date - BOM usage

- Plant
- Date in the Valid to field

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3. Press ENTER.
You are now on the Material Item Overview screen.
4. Use the Goto and Details menu bars to page through the various
screens of the BOM.
5. To leave the transaction, depending on the BOM type, use one of the
following menu bar sequences:
• Material BOM Æ Exit
• Equipment BOM Æ Exit
• FunctLocation BOM Æ Exit

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Creating Maintenance Task Lists: Initial Screen

If you want to create a maintenance task list, first perform the following four
steps:
1. Use the menu bar sequence:
Logistics Æ Plant maintenance Æ Maintenance task lists.
The screen Maintenance Task Lists is displayed.
2. To create an equipment task list, choose:
Task lists Æ For equipment Æ Create.
To create a functional location task list, choose:
Task lists Æ For functional location Æ Create.

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To create a general task list, choose:
Task lists Æ General task list Æ Create.
You are now on the initial screen for creating maintenance task lists.
3. Make all the necessary entries, as described in the table below.
To create... Enter... You will go to...
Equipment task list Equipment number a) TL Overview,

Press ENTER. if an equipment task list

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already exists
b) Header General View,
if no equipment task list
exists
Equipment number a) TL Overview,

and existing profile if an equipment task list
number already exists
Press ENTER. b) Header General View,
if no equipment task list
exists
Functional location task Functional location a) TL Overview,

list number if a FL task list already
Press ENTER. exists
b) Header General View
if no FL task list exists
Functional location a) TL Overview,

number and existing if FL task list already
profile number exists
Press ENTER. b) Header General View
if no FL task list exists
General task list Nothing Header General View

Press ENTER.
Existing group number TL Overview

Press ENTER.
External Header General View

alphanumerical group
number
Press ENTER.

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Existing profile number Header General View
only
Press ENTER.
4. Task List Overview

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In the TL Overview screen you can create a new maintenance task list by
using the following menu bar sequence:
Edit Æ New Lines.
You are now on the Header General View screen where you can process all
the relevant data.

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Creating Operations
Operations are components within a maintenance task list that describe the
individual maintenance tasks to be performed. Specify time, work center and
other control information required for the maintenance task. The task list is
linked with the maintenance order during order processing and the operations
become operations in the order. These operations are used as the basis for
performing the maintenance tasks. (See Operation Types).

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Procedure
To create operations for a maintenance task list, perform the following three
steps:
1. In the Header General View screen, use the menu bar sequence
Goto Æ Operation overview.
You are now on the screen for entering operations.
2. Make all the necessary entries for all the operations you require. The
online documentation and possible entries button will help you.
3. When you have entered all the data for the operations, you can either:
• Save the data entered and exit the transaction, or
• Create further data for the operations

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Procedure: Entering Detail Data

To create detail data for internally or externally processed operations,
perform the following six steps:
1. In the Operation Overview screen, select the operation(s) for which you
want to enter detail data.
2. To create detail data for internally processed operations, use the menu
bar sequence
Operation Æ Internal processing.
You are now on the screen for maintaining detail data for internally
processed operations.

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To create detail data for externally processed operations, use the menu
bar sequence:
Operation Æ External processing
You are now on the screen for maintaining detail data for externally
processed operations.

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4. The online documentation and possible entries button will help you.
You can:
- Go to the next selected operation to enter detail data (see step 4).
- Go to the screen for maintaining the other group of detail data. If you
have just entered detail data for internally processed operations, enter
the detail data for externally processed operations and vice versa (see
step 5).

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- Go back to the Operation Overview (see step 6).
- Save your entries and exit the transaction.
5. To go to the next selected operation, use the menu bar sequence
Operation Æ Add. Operations Æ Next operation.
You go to the same data entry screen for the next selected operation.
You can only go to the operations you have selected in the Operation
Overview screen.
The system will issue a message when you reach the last selected
operation.
6. To go to the other detail screen, use one of the following menu bar
sequences
Operation Æ Internal processing
or
Operation Æ External processing
depending on the detail screen you are currently maintaining.
Make all the necessary entries as described in step 3 onwards.
7. To go back to the Operation overview screen, use the menu bar
sequence
Goto Æ Back.
You can then:
• Either save your entries and exit the transaction.

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Creating Sub-Operations
In the PM system, you can create sub-operations for all the operations in a
maintenance task list. Sub-operations form a further level of detail for an
operation.
You can divide the operation "Inspection" into two sub-operations:
• Motor inspection
• Building inspection
You can also add a sub-operation to your operation if it is to be
processed externally. For example, the sub-operation "motor
inspection" could be performed by a third party. In this case, the sub-
operation will contain a purchase requisition for the external labor.
The duration of sub-operations is not taken into account in scheduling; within
maintenance order processing, only operations are relevant for scheduling.

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However, you can plan the sub-operations within the schedule relative to the
start or end of the corresponding operation.
Sub-operations, however, are relevant for capacity planning and costing of
the maintenance orders in which the task lists are included.
Sub-Operation Types
As with operations, there are two types of sub-operations in the PM System:
• Sub-operations for internal processing
• Sub-operations for external processing
Sub-operations can contain the same information as operations, for example:
• Work center allocation
• Control key
• Start and end dates
You cannot allocate material components or maintenance packages to

sub-operations.
You can create different types of sub-operation for one operation. For
example, you can create externally processed sub-operations for an internally
processed operation and vice versa.
Procedure
To create sub-operations for the operations in your maintenance task list,
perform the following seven steps:
1. In the Operation Overview screen, enter an operation as described in
Creating Operations. Press ENTER.
2. In the data entry line below the operation you have just entered, the
system has proposed the next sequential number.
You have just created the operation with the number 0030.
In the next operation line you will see the number 0040.
3. Overwrite the number proposed by the system with the number of the
operation you have just created (in the above example 0030). Enter
the sub-operation number in the SbOp column. Make all the necessary

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entries in the other fields. The online documentation and possible
entries button will help you.
4. To create more sub-operations for the same or another operation,
repeat step 3 as often as required.
5. To insert a sub-operation in a list of existing operations, position your
cursor on the operation line following the operation for which you want
to create a sub-operation.
If you want to create a sub-operation for operation 0030, position your
cursor on the operation 0040.
Use the menu bar sequence Edit Æ Insert.
The system inserts a line that is ready for input and you can make all
the necessary entries as described in the above steps.
6. To display your entries, use the menu bar sequence

Goto Æ Operation Overview

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7. If you allocate a sub-operation to the wrong operation, you can easily

change it by overwriting the operation number with the number of the
operation to which the sub-operation should be allocated, and pressing
ENTER.
8. When you have created all the sub-operations you require, you can
either:
• Save your entries and exit the transaction, or
• Enter further data for the sub-operations.
Allocating Material Components

To allocate material components to a maintenance task list, perform the
following two steps:
1. Select all the operations to which you want to allocate material
components in the Operation Overview. Use the menu bar sequence:
Operation Components.

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You are now on the Component Overview PM screen of the first selected
operation.
You cannot allocate material components to a sub-operation.

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2. Allocate the material components you require to each selected

operation in the task list. There are three different methods of
allocating material components to the operations in your task list:
• Allocating components by entering the material number (see a)
• Allocating components using the structure graphic (see b)
• Allocating components using the structure list (see c)
a) Allocating Components by Entering the Material Number
When you know the number of the material (stock item or bill of material
item) you want to allocate, enter the number in the field Material and
press ENTER.

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The system automatically enters further data for the material. For
example:
• Bill of material number
• Item number
• Unit of measure
• Item category
Allocate all the required components to the operation. If you like, you can
sort the components differently in the list
Save your entries
If you allocate an extra material, the item will automatically be
assigned the sort term Standard. This indicates that the item is not

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from the object bill of material. If you want to include these materials
in the object bill of material, you can look for these items using the sort
term.
b) Allocating Components Using the Structure Graphic
If you do not know the number of the material you want to allocate, you
can select it using the structure graphic for the bill of material. To call up
the structure graphic, use the menu bar sequence:
Extras Æ Component selection Æ Structure graphic
The system displays a graphic of the material components in the bill of
material allocated to the maintenance task list. You can explode or hide
the individual levels within the bill of material using the appropriate
function buttons.
Select the material components you require and allocate them to the task
list. To do this, use the menu bar sequence:
Extras Æ Choose.
For more information about the structure graphic, see Working With the
Structure Graphic.
In the Component Overview PM you will see the components you selected
in the graphic.
Save your entries.
c) Allocating Components Using the Structure List
Instead of working with the structure graphic, you can also allocate
components using the structure list. To call up the structure list, use the
menu bar sequence:
Extras Æ Component overview Æ Structure list.

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The system displays a list of the material components in the bill of

material allocated to the maintenance task list. You can explode or hide
the individual levels within the bill of material using the appropriate
function buttons.

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Select the material components you require and allocate them to the task
list.
In the Component Overview PM you will see the components you selected
from the list.

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Save your entries.
Relationships
Definition
You can use relationships to network operations for maintenance task lists
(PM task lists).
A relationship describes the chronological interdependence between two
operations in a maintenance task list. A relationship specifies, for example,
that one operation can only begin once another operation has been
completed, or that an operation can only be completed when another
operation is also completed. You can use relationships to make an operation
a predecessor or successor of another operation.

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Prerequisites for Creating Relationships

You can only connect operations using relationships. You cannot connect sub-
operations. In maintenance task list processing, you must first create a task
list with operations, before you can connect the individual operations. You
can create relationships for all three types of maintenance task list. However,
you can only connect the operation within one individual task list.
The following prerequisites must be met, before you can create and maintain
relationships:
• The profile for standard networks and networks must be set using the
Customizing function so that the profile group, name, relationships and
the specifications for graphic display appear on your screen.
• A maintenance task list must be created.
• The maintenance task list must contain several operations.
• The group in which the operations are to be connected must not be for
regular maintenance. As soon as a maintenance strategy is entered in
the header, you can no longer connect the operations using
relationships.
Creating a Relationship in the Graphic

Procedure
1. Choose: Goto Æ Network graphic.
You reach the SAP Graphical Editor screen. It displays all the operations
which have been entered previously for the maintenance task list.
2. Press the Connect push-button.
3. Press and hold the left mouse button on the operation from which you
want to create a relationship. The position of the pointer specifies the type
of relationship (see the figure "Maintaining Relationships in the Graphic"
below).
A dotted line appears on the screen.

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4. Drag the line to the operation, for which you want to create the
relationship. The position of the pointer specifies the type of relationship
(see the figure "Maintaining Relationships in the Graphic" below).
5. Release the mouse button.
The system will connect the two operations with a line and will record the
type of relationship above the line. The line extends from the right edge of
the predecessor to the left edge of the successor, and therefore only
shows that a relationship exists; the type of relationship is always written
above the line.
Creating a Relationship in the List

Procedure
1. In the Operation Overview screen, select the operations for which you
want to create relationships.
2. Then choose Operation Æ Relationship.
You reach the screen Operation Relationships.
3. In the screen Operation Relationships in the upper part of the screen,
you will see the first operation selected from which you want to create
the relationship.
In the data section Relationships, enter the operations with which you
want to connect the operation mentioned above, enter the type of
relationship and any additional data.
The help functions support you when entering data.
From the list, you can call up the screens for the data from internally
and externally processed operations, enter or change the data and then
return to the relationships list.
4. To call up the next selected operation, choose Operation Æ Add
operation Æ Next operation.
5. Proceed in the same way for all the other operations you selected.

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When you reach the last selected operation, the system will issue a
message informing you of this. You can either return to the Operation
Overview screen by using Go to Æ Back, and call up further functions
for the maintenance task list, or perform step 6 immediately.
6. Save the maintenance task list.
Creating Maintenance Strategies

Purpose of Maintenance Strategies
It is recommended that you create all the maintenance strategies you require
when you begin maintenance planning in the PM application component.
Maintenance strategies contain general scheduling information, which you will
require in all of your strategy-based maintenance plans and maintenance
task lists. Once you have created a maintenance strategy and included it in
different maintenance plans or maintenance task lists, any changes you make
will affect all the maintenance plans and maintenance task lists to which it
has been assigned.
If in your company you want to perform simple preventive
maintenance, for which it is sufficient to specify one maintenance cycle,
then you can work with single cycle plans. You create single cycle plans
without a strategy.
Purpose of Cycle Sets
When you create multiple counter plans, you can use cycle sets as a copy
model for the maintenance cycles.
Process Flow
1. Create the strategy header.
2. Then choose one of the following options:
– Creating Maintenance Packages
– Creating a Cycle Set
3. Save your maintenance strategy or cycle set.

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Result
The following results are possible:
• You have created a maintenance strategy which you can assign to
maintenance plans and maintenance task lists.
• You have created a cycle set which you can use in multiple counter
plans as a copy model for the maintenance cycles.
Creating a Strategy Header

1. Choose Logistics Æ Plant maintenance Æ Maintenance planning Æ
Prev.MaintStrategies Æ Change.

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You reach the maintenance strategy overview screen.
2. To create a new strategy, choose Edit Æ New Entries.

You reach the maintenance strategy detail screen, where you can enter
header data.

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3. Enter the necessary data.

4. Save the maintenance strategy header.
5. Return to the overview screen using Goto Æ Back.
Creating Maintenance Packages

Prerequisites
You have created a strategy header.
Procedure
1. Select the maintenance strategy for which you want to create
maintenance packages.

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2. Choose Table view Æ Other view

A dialog box appears.
3. Place the cursor on the field Packages and choose Choose.
You reach the maintenance packages overview screen.

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4. To open the entry fields for the maintenance packages, choose Edit Æ
New lines.
You will see that the maintenance entry fields are ready for input.
6. To save the maintenance packages, choose Table view Æ Save.

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Go Back

To create a one-time package, proceed as described above, but leave
the field for the cycle duration blank, and enter the offset at which
maintenance is to be performed, for example, one year and once only.
Creating a Cycle Set

Prerequisites
You have created a strategy header.
Procedure
1. Select the maintenance strategy you want to create as a cycle set.
2. Choose Table view Æ other view.
A dialog box appears.
3. Place the cursor on the field Packages and choose Choose.
You reach the maintenance packages overview screen.

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4. To open the entry fields for the maintenance packages, choose Edit Æ
New lines.
You will see that the maintenance entry fields are ready for input. Enter
the necessary data.
In contrast to strategy packages, you cannot assign any hierarchies or
define scheduling parameters for the packages you create in a cycle
set.
5. Save the cycle set.
Result
You have created a cycle set which you can use as a copy model for creating
a multiple counter plan.
Creating Maintenance Items

1. In the Maintenance Planning menu, choose Prev.MaintPlans Æ
MaintItems Æ Create.

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You reach the initial screen for creating a maintenance item.

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Continue

If you want to allocate the maintenance item to a time-based or
performance-based maintenance plan, you must enter the associated
maintenance strategy. If you do not enter a strategy for your
maintenance item, you will only be able to allocate it to a multiple
counter plan.
3. Choose Continue.

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Item
Equipment or Description
functional
Location
Find
Task list
4. Enter a description for the maintenance item. You should make a

meaningful entry in the description field, as this will make it easier to
recognize the appropriate maintenance item when allocating it to a
maintenance plan (see Assigning Maintenance Items to a Maintenance
Plan).
5. Enter the necessary data in the item data screen.
6. To maintain the location and account assignment data for a
maintenance item, choose Goto Æ Location data.

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Item Location
Data
If you have assigned a reference object to the maintenance item, you

can only display the data which the system has copied from the
reference object.
7. To maintain a settlement rule, choose Goto Æ Settlement rule.

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Create
Settleme
nt Rule

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Go Back
Enter Respective Cost centre as

per function like Mechanical or
Electrical.

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SAVE

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Rules for Processing an Object List

You must observe these rules if you want to:
• Enter objects in the object list
• Process entries in the object list
If you enter Then
A piece of equipment The system shows you the functional location at

which it is installed. This field is not ready for input.
If the equipment is not installed, the field for the
functional loacation is blank.
A functional location The system displays no more data for the location.
A combination of You can only do this if the reference object view is

material and serial set for it. In an object list, in which technical
numbers objects (pieces of equipment; functional locations)
have already been entered, you cannot enter any
combination of material and serial numbers.
A material number You can only do this if the reference object view is
set for it. In an object list, in which technical
objects (pieces of equipment; functional locations)
have already been entered, you cannot enter any
combination of material and serial numbers.
Assigning Technical Objects to a Maintenance Item

Use
You can assign one or more technical objects to a maintenance item:
• You assign one technical object directly in the item data screen.
• You assign several technical objects in the object list.

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Creating a Maintenance Plan

Purpose
The type of maintenance plan that you create depends on how you want
preventive maintenance to be carried out on your technical object.
Process Flow
1. You create a maintenance plan. When creating, you reach the item data
screen directly. This means that a maintenance plan always
automatically contains at least one maintenance item. To create a
maintenance item, you have the following options:
– Creating Single Cycle Plans
– Creating Time-Based Maintenance Plans
– Creating Performance-Based Maintenance Plans
– Creating Multiple Counter Plans
Alternatively, you can create a maintenance plan for service

procurement in Purchasing. An extensive description of how to create
such a maintenance plan is given there, since the process flow differs
from the one outlined here.
Creating a maintenance plan for service procurement in purchasing.
2. You assign a task list to the maintenance item in the maintenance plan.
You have the following options:
– Assigning a Functional Location or Equipment Task List
– Assigning a General Maintenance Task List
– Creating a General Maintenance Task List from the Maintenance Item
3. You assign additional maintenance items to the maintenance plan if
necessary by:
– Creating a Maintenance Item in the Maintenance Plan
– Assigning Maintenance Items to a Maintenance Plan

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4. You schedule the maintenance plan by:
• Scheduling a Maintenance Plan for the First Time
• Rescheduling a Maintenance Plan
• Monitoring Maintenance Plan Dates and Scheduling Automatically
Creating Time-Based Maintenance Plans

1. Choose Logistics Æ Plant Maintenance Æ Maintenance planning.
Prev.MaintPlans Æ Create

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You reach the initial screen for creating a maintenance plan.
CONTINUE
Maintenance Plan
Category
MAINTENANCE
STRATEGY
2. Enter the necessary data:

– If your company uses external number assignment, enter an
alphanumeric sequence for the maintenance plan.
– Enter a maintenance plan category.
– Enter a time-based strategy.
3. Choose Continue.
You reach the item data screen.

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4. Enter a short text to describe the maintenance plan and its first
maintenance item. If necessary, you can also enter a long text.

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FIND TASK
LIST

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CYCLES
5. If you want to distinguish the maintenance plan text and the text for
the first maintenance item from one another, then proceed as follows:
a. In the item data screen, choose Goto Æ Additional data.
You reach a dialog box.
b. Enter the new name of the maintenance plan in the section
Maintenance plan and choose Continue.
The system changes the maintenance plan text, the maintenance keeps
the name which previously applied to the maintenance item and the
maintenance plan.
6. Maintain the scheduling parameters for the maintenance plan. For this,
choose Goto Æ Sched. parameters.

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SCHEDULLING
PARAMETER
CHECK
CHECK
Displaying a Maintenance Plan

1. In the Maintenance Planning menu, choose Prev.MaintPlans Æ Display

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CLICK
HERE
You reach the initial screen for displaying maintenance plans.

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2. Enter the number of the maintenance plan you want to display and
choose Continue.
Dependent on the number of maintenance items assigned to the
maintenance plan, you reach one of the following screens:
If the maintenance plan has Then you reach
A maintenance item The item data screen
More than one maintenance item The maintenance plan overview

Select the maintenance item you
want to edit and choose Goto Æ
MaintItemDetail.
3. Use the various menu bars to display the different screens in the
maintenance plan.

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If you want to move between the individual maintenance items, choose

Edit Æ <Next item/Previous item>.
4. To leave the display, choose Goto Æ Back.
Scheduling a Maintenance Plan for the First Time

Use
When you schedule a maintenance plan for the first time, you are initiating
the maintenance cycle. The system uses the scheduling information
contained in the maintenance plan to calculate which maintenance package is
due next.
The procedure depends on the type of maintenance plan. You have the
following options:
• Scheduling a time-based maintenance plan for the first time
• Scheduling a performance-based maintenance plan for the first time
• Scheduling a multiple counter plan for the first time
For information on how to reverse scheduling before saving, see

Reversing the Scheduling Function.
Prerequisites
If you schedule a maintenance plan, the following conditions must be
fulfilled:
• The scheduling data is maintained.
• The maintenance plan contains at least one maintenance item.
• Task lists are assigned to the maintenance items.

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Scheduling a Time-Based Maintenance Plan for the

First Time
Prerequisites
fulfilled:
Procedure
1. In the Maintenance Planning menu, choose Time scheduling Æ
Schedule.
CLICK
HERE

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You reach the initial screen for scheduling a maintenance plan.
NAME OF THE
MAINT. PLAN.
2. Enter the maintenance plan you want to schedule and choose Continue.
You reach the maintenance schedule screen.

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START
3. To start the scheduling function, choose Edit Æ Start.

The system displays the Start of cycle field as ready for input.
4. Enter the date on which you want the scheduling to start, and choose
Continue.
The system automatically calculates the planned dates and call dates
on the basis of the maintenance packages and the scheduling
parameters.
5. To display the results and to make any changes before you save, see:
Call History
Special Scheduling Functions

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6. To save the scheduled maintenance plan, choose MaintPlan Æ Save.
Scheduling a Performance-Based Maintenance Plan

for the First Time
Prerequisites
fulfilled:
• The overall counter reading of the counter assigned to the maintenance
plan is current.
Procedure
Schedule.
You reach initial screen for scheduling a maintenance plan.
You reach the maintenance schedule screen.
The system displays the Start of cycle field as ready for input.
4. Enter the counter reading at which you want the scheduling to start,
and choose Continue.
Scheduling a Multiple Counter Plan for the First

Time
Prerequisites
fulfilled:

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• The overall counter reading of the counter assigned to the maintenance
plan is current.
Procedure
Schedule.
You reach the initial screen for scheduling a maintenance plan.
You reach the initial screen for scheduling a multiple counter plan.
The system takes the current date as the start date and automatically
calculates the planned dates on the basis of the maintenance cycles,
the scheduling parameters, the annual estimates and the last counter
readings and displays the following:
– Counter units
– Last counter readings
– Next planned counter readings and the planned dates
The planned date which will be used for generating a maintenance
order depends on the operation type of the maintenance plan. In the
case of an OR operation, the system will select the earliest of the
planned dates. In the case of an AND operation, the system will select
the last of the planned dates.
Call History
The system automatically calculates the planned date and call date on
the basis of the maintenance packages, the scheduling parameters, the

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annual estimate and the counter reading at the start of the cycle and
displays the:
– Counter unit
– Counter reading at the planned date
The first planned date cannot be in the past. If it is in the past, then the
system sets the planned date as the current date.
Call History
Monitoring Maintenance Plan Dates and Scheduling

Automatically
Procedure
1. In the Maintenance Planning menu, choose Time scheduling Æ Date
monitoring.

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DOUBLE
CLICK
You reach the initial date monitoring screen.

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EXECUTE
2. Enter the maintenance plans or maintenance strategies for which you

want scheduling to be performed.
3. If you want to call up all due maintenance dates and reschedule the
plan simultaneously, select the field Include Reschedule.
4. Choose between the modes Call transaction or BDC session (batch
input) by selecting the appropriate field. The Call Transaction mode is
proposed as a default value.

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5. To start the report, choose Program Æ Execute.

Output
The system provides a list of all the maintenance plans that were processed
when the deadline monitoring report ran. You can request a list of all the
maintenance calls generated during the deadline monitoring. To do this,
proceed as follows:
1. Choose one of the following options:
Logistics Æ Plant Maintenance Æ PM processing Æ Orders Æ List editing
Æ Change.
Logistics Æ Plant Maintenance Æ PM processing Æ Orders Æ List editing
Æ Display.
You reach the selection screen for PM orders.
2. Select a status in the field Order Status.
3. In the field Creator, enter the group name that the system suggests in
the initial scheduling report screen.
The system displays a list of all maintenance plans which were edited
using the date monitoring function.
Activating or Deactivating a Maintenance Plan

1. In the Maintenance Planning menu, choose Prev.MaintPlans Æ Change.

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DOUBLE
CLICK
You reach the initial screen for changing maintenance plans.

2. Enter the maintenance plan you want to change and choose Continue.
You reach the item data screen.

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3. Choose Preventive maintenance plan Æ Functions Æ Active <->

Inactive Æ <Deactivate/Activate>.

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The system sets the status Inactive or activates the maintenance plan.
4. Save the maintenance plan.

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Creating and Processing Maintenance Notifications

To call up the individual functions in the table, choose Logistics Æ Plant
Maintenance Æ Maintenance processing.
Function Menu path What you should know
Creating a Notifications Æ Create If you are creating a

malfunction report (special) Æ Malfunction malfunction report after

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report having rectified a
malfunction, create the
malfunction report and, at
the same time, enter all
the activities that were
performed to rectify the
problem
Creating an activity Notifications Æ Create

report (special) Æ Activity
report
Creating a Notifications Æ Create

maintenance request (special) Æ
Maintenance request
Create a user- Notifications Create Here, you create

specific maintenance (general) notifications
notification • for all notification
types differing from
the standard type,
that are used are
used in your
company
• for standard
notification types
Specify the notification
type and the notification
number in the initial
screen.
If internal number
assignment for

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maintenance notifications
is used at your company,
do not enter a number.
Creating a Notifications Æ Create To reduce the amount of

maintenance (general) data that needs to be
notification with entered, you can use an
reference existing maintenance
notification as a copy
reference. You can use
any notification type as a
reference, independent of
which notification type the
new notification should
have.
When you save the
maintenance notification,
the notification that serves
as a reference is saved at
the same time in the
notification. This means
that later, you have the
option of selecting
maintenance notifications
that were created using
certain references.
For more information on
which data is copied, see
Data From the Copy
Reference.

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Changing a Notifications Æ Change
maintenance
notification
Displaying a Notifications Æ Display

maintenance
notification
Defining user default On every screen: Here, you define default

values Extras Æ Setting Æ values to help you when
Default values..., and performing data entry
then General, (see Setting User Default
Reference object or Values).
Sales data.
Creating an Order from a Notification in the

Background
1. Call up the notification header in the create or change mode.
The screen < Create/Change> PM Notification: <Notification Type> is
displayed.

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CHOOSE
CREATE
2. Choose PM notification Æ Functions Æ Order Æ Create....

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CHOOSE
CONTINUE
The system displays a dialog box containing fields for the order type
and the main work center with the corresponding plant. The order type
is proposed as a default value, based on the notification type, and the
work center on the basis of the piece of equipment or functional
location entered. You can overwrite these default values.
If there is no default entry for the work center, you must enter one
3. Choose Continue.
Result
The system saves the maintenance notification, creates the maintenance
order, and creates an object list where necessary. It then displays a
corresponding message.

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The maintenance notification now has the statuses assigned to an order
and in process. The new maintenance order number is entered by the
system in the field Order in the notification header data screen.
The new order contains the start/end dates and the reference object that
you specified in the maintenance notification. The maintenance notification
number is contained in the order object list.

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Creating an Order from a Notification for Immediate

Processing
1. Call up the notification header in the create or change mode.
The screen < Create/Change> PM Notification: <Notification Type> is
displayed.
2. Choose PM notification Æ Functions Æ Order Æ Create for notification.

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a. If the plant was not previously entered, the screen Create PM

Order for PM Notification: Initial is displayed.
Enter the plant and choose Enter. The central header data screen
of the order is displayed.
b. If the plant was already entered, the screen Create PM Order:
Central Header is displayed.
3. Enter the short text and the main work center, together with any other
data you need.

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The number of the maintenance notification is entered automatically in

the object list of the order. For more information on the functions in the
object list of the maintenance order, see PM - Maintenance Orders.
4. Choose Order Æ Save to save the order.
Result
The system saves the maintenance notification, the order, and the object
list. The maintenance notification, which up until now had the status
outstanding, is given the statuses assigned to an order and in process.
The new maintenance order number is entered by the system in the field
Order in the notification header data screen.
Creating a PM Order Directly from a PM Notification

1. To create a PM notification, choose Logistics Æ Plant Maintenance Æ
Maintenance processing in the initial screen and then choose the
required maintenance notification type to create a maintenance
notification under Notifications.
2. Complete the screens of the maintenance notification as described in
PM - Maintenance Notifications.
3. You now have the following options:
• Creating the order from the notification
In the unsaved PM notification or in the saved notification, choose
Notification Æ Functions Æ Order Æ Create.
Complete the dialog box as required and choose Continue.
The system saves the maintenance notification and creates a
maintenance order for it. The system copies the reference object of the
notification as the reference object of the order as well as other data,
for example, text, maintenance planner group and start/end dates. The
system informs you of the order number in an online message. You can

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now select it in change mode and start the order planning. To find out
how to do this, see Planning in the PM Order.
• Creating and immediately processing the order from the
notification
In the unsaved PM notification or in the saved notification, choose
Notification Æ Functions Æ Order Æ Create/notification.
Complete the dialog box as required and choose Continue.
Creating a PM Order without First Creating a

Notification
1. In the initial SAP screen, choose Logistics Æ Plant Maintenance Æ
Maintenance processing Æ Orders Æ Create.
You reach the screen Create PM Order: Initial Screen.
2. Complete the screen according to your requirements. Note that you
have the option of entering a reference order and changing the view of
the reference object.
Reference order
You can also enter another order on the initial screen, which you want
to use as a reference for the new order. The system copies the planning
data for operations, material components, production resources/tools
and external services from the reference order as default values for the
new order.
You cannot use historical orders as a reference.
View of the reference object
– To display each business process appropriately, you can set the view
of the reference object in the initial SAP screen by choosing Extras Æ
Settings Æ Reference object view. In the standard system, different
versions are available, for example:
– Functional location, equipment and assembly

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– Material number and serial number

– Equipment
– Without reference object
3. Press ENTER.
You see the screen Create Maintenance Order: Central Header.
4. If you entered a specific object for the new maintenance order, for
example, a functional location or piece of equipment, this is the
reference object of the new maintenance order. The system completes
some of the header data fields with data from the object master record.
Check the data and complete any other relevant fields.
5. If you need more lines for the description than are available in the
short text, call up the long text editor with Header Æ Long text.
You reach the text editor screen, where you can enter a long text for
the order header. Save the long text and return to the header data
screen with Goto Æ Back.
6. Save the maintenance order.
Scheduling a PM Order in the Header Data Screen

or the Operation Overview
To schedule a maintenance order in the header data screen or the operation
overview, carry out the following two steps:
1. Enter all the necessary scheduling data in the header data screen, the
operation overview and the detail data screens of the maintenance
order, as described in Maintaining Scheduling Data.
2. In the header data screen or the operation overview, Order Æ
Functions Æ Schedule.
The system schedules the order.

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If the system is unable to carry out scheduling, you can display the reason
for this in a log, with the menu option Goto Æ Protocols Æ Scheduling.
Scheduling a PM Order in the Structure Graphic

To schedule a maintenance order, in the structure graphic, perform the
following steps:
1. Select the maintenance order in Change mode.
2. Enter all the necessary scheduling data in the header data screen, the
operation overview and the detail data screens of the maintenance
order as described in Maintaining Scheduling Data.
3. In the operation overview, choose Goto Æ Graphic Æ Network
structure.
You see the structure graphic, containing the operations of the order
and its networked orders and any relations created between the
operations
Entry of Completion Confirmations for Orders

Purpose
You use this process if you enter completion confirmations for maintenance or
service orders.
Prerequisites
You can only enter completion confirmations if the order to which you are
referring is released for execution.
Confirming a Particular Order Operation

Procedure
1. From the initial SAP menu, choose one of the following menu paths:

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• Logistics Æ Plant maintenance Æ Maintenance processing Æ

Completion confirmation Æ Individual entry Æ Enter.
• Logistics Æ Service management Æ Service processing Æ Completion
confirmation Æ Individual entry Æ Enter.
You reach the initial completion confirmation screen.

1. Enter the order number.
If the order is a standing order, you can also enter the technical object,
in whose master record the standing order was entered, instead of the
order number.
2. You can use the confirmation parameters to do the following:
- Restrict the operations selected
- Request default values for the detail screen for the operation
confirmation
- Request logs
- Activate or deactivate checks
To do this, choose Goto Æ Parameters in the initial confirmation screen.
The system displays a dialog box in which you can enter the required
parameters.
Choose Continue.
You return to the initial confirmation screen.
3. Press ENTER .
You reach an overview of all the operations and sub-operations of the
order that satisfy the parameters set.
4. Select the operations/sub-operations for which you want to enter the
completion confirmation and choose Edit Æ Choose.
Result
You reach the actual data confirmation screen for the first operation/sub-
operation selected. Here you enter the required confirmation data.

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Confirming Operations Using the General Operation

List
Procedure
1. From the initial SAP menu, choose Logistics Æ Plant maintenance Æ
Maintenance processing Æ Completion confirmation Æ Multiple entry Æ
With operation list.
You reach the selection screen for order operations.
2. Enter the required selection criteria.
Make sure that the field Multiple entry is not selected.
If you select the field Multiple entry in the selection screen, you go
directly to the multiple entry (see Confirming Operations from Different
Orders Collectively) after the program has been executed.
The system creates a list of all the maintenance operations
corresponding to your selection criteria.
4. Select the operations you want to confirm in the operation list.
5. Choose Operation Æ Individual confirmation.
Result
operation selected. Here you enter the required confirmation data
Confirming Operations Using the General Operation

List
Procedure
1. From the initial SAP menu, choose Logistics Æ Plant maintenance Æ
Maintenance processing Æ Completion confirmation Æ Multiple entry Æ

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With operation list.

Make sure that the field Multiple entry is not selected.
If you select the field multiple entry in the selection screen, you go
directly to the multiple entry (see Confirming Operations from Different
Orders collectively) after the program has been executed.
4. Select the operations you want to confirm in the operation list.
5. Choose Operation Æ Individual confirmation.
Result
operation selected. Here you enter the required confirmation data.
Confirming Operations from Different Orders

Collectively
For this multiple entry, you work with two Table Controls. Note the
following:
• In the top Table Control, you enter data that is valid for all the
operations in the list. You can save this data specific to the
user so that it is proposed again when you choose the multiple
entry function.
• In the bottom Table Control, you enter the data for the
individual operations.
The default data from the top block will be set in the entry fields of the
bottom block if you press ENTER.

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For both Table Controls, you can set individually which columns should
be visible and in which sequence they should appear. When printing,
you can also decide individually which columns should be printed.
Choosing Multiple Entry Directly

• Logistics Æ Plant maintenance Æ Maintenance processing Æ Æ

Completion confirmation Æ Multiple entry Æ Direct.
• Logistics Æ Service management Æ Service processing Æ
You reach the list screen for the multiple entry of confirmation data.
If necessary, use the pool function. This is useful if you need to process
specific maintenance orders or operations several times. You can call
them up for processing again using the work list. For more information
about the pool function, see Using the Pool Function for Multiple Entry.
2. Select the operations for which you want to enter additional data in the
confirmation screen for actual data:
3. Choose Goto Æ Actual data.
You reach the actual data confirmation screen for the first operation
selected.
Choosing Multiple Entry Using the General

Operation List

Completion confirmation Æ Multiple entry Æ With operation list.
confirmation Æ multiple entry Æ with operation list.

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1. Enter the selection criteria you require.
When you select the field multiple entry, the system lists the operation
you selected directly in the collective confirmation screen without
displaying an additional selection list. If you have selected this field,
perform step 3 and then continue from step 6.
3. In the operation list, select the operations that you want to confirm
using multiple entries.
4. Choose Operation Æ Collective confirmation.
You reach the list screen for the multiple entry of confirmation data.
The system has already copied the data from the selected operations to
the list.
5. Enter the required data for the operations.
In multiple entry, the functions Attend./Absences and Time collation are
also available under Environment. For more information, see Entering
General Data on Attendance and Absence and Time Collation.
1. Select the operations for which you want to enter additional data from
the screen Create PM Order Confirmation: Actual Data.
2. Choose Goto Æ Actual data.
You reach the actual data confirmation screen for the first operation
selected.
Using the Pool Function for Multiple Entry
You need to distinguish between the following functions when using the pool
function in the collective confirmation:
• Generating a pool
• Calling up a pool for processing

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• Calling up a pool for post processing

• Deleting a pool
Generating a Pool
You can generate a pool in one of two ways:
A When using the multiple entry function.
B When using the general operation list.
A: Generating a Pool When Using the Multiple Entry Function
1. Choose the multiple entry function from the initial SAP menu using one
of the following menu paths:

confirmation Æ Multiple entry Æ Direct.
You reach the list entry screen for collective confirmations.

1. You now have the following options:
– Make all the necessary entries in the screen and save the operations
entered as a pool.
To save the pool, first select the operations you want to assign to the
pool.
Then choose Confirmation Æ Create pool.
Give the pool a name and save it.
– The system creates a pool itself.
This is the case if, for example, errors occur whilst transferring PDC
data. The system groups all the incorrect data records in a single work
list which you can later call up for post processing.
B: Generating a Pool While Using the General Operation List

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Completion confirmation Æ multiple entry Æ With operation list.
confirmation Æ multiple entry Æ with operation list.

3. In the operation list, select the operations you want to assign to the
pool.
4. Choose Operation Æ Create conf. pool.
The system displays a dialog box.
5. Give the pool a name and save it.
Calling up a Pool for Processing



1. Choose Confirmation Æ Open pool.
3. Press ENTER.
The pool data is displayed in the list entry screen for collective
confirmations, where you can edit it.

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Calling up a Pool for Post processing


Completion confirmation Æ Post processing Æ Error pool.
confirmation Æ Post processing Æ Error pool.
If there are error records in your system, the system displays a list of
these records.
1. Choose one of the pools displayed in the list.
The system puts the completion confirmations to be post processed in
the list entry screen for collective confirmations.
2. If you want to display the system message given when the pool was
generated, select the required line in the collective confirmation screen
and choose Edit Æ Check Comp Confirmations.
– If the error has still not been removed, the system issues a message
in the status line.
– If the error has been removed from the line in the meantime, the
system indicates in the list that the line is now correct.
4. Save the completion confirmations.
Deleting a Pool


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1. Choose Confirmation Æ Delete pool.
2. Enter the name of the pool to be deleted.
3. Press ENTER.
The system deletes the pool.
You return to the list entry screen for collective confirmations.

PM_Key User Manual
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ADTIK Plant Maintenance

Unisoft Infotech Pvt. Ltd. - SAP Services

Project BRAMHA Implementation

ADVIK Hi-Tech Pvt. Ltd.,

mySAP ERP2005 ECC6.0

User Instruction Manual

Plant Maintenance mySAP ERP 2005 ECC 6.0

DOCUMENT CONTROL SHEET

Project Name SAP R/3 Implementation Document Version No 1.0

Key User Anil Mahamuni Document Version Date

Version Date Author Reviewed Changes from previous

Name Title, Department Date Signature

Mr. Amol Dagwade Project Co-coordinator

Mr. Anil Mahamuni PM Key User

Mr. Pankaj U. Nimkar PM Consultant

Mr.Mukund Kulkarni Project Manager

Plant Maintenance mySAP ERP 2005 ECC 6.0

Creating a Functional Location

1. In the initial screen, choose Logistics ÆPlant maintenance Æ Technical

2. Enter the structure indicator you require and choose Continue.

Plant Maintenance mySAP ERP 2005 ECC 6.0

Enter the name of

3. Enter the functional location number and a technical location as a

Plant Maintenance mySAP ERP 2005 ECC 6.0

Changing and displaying a Functional Location

Plant Maintenance mySAP ERP 2005 ECC 6.0

3. Enter the number of the functional location or use a match code to

5. Make necessary changes and save the records.

Plant Maintenance mySAP ERP 2005 ECC 6.0

Choose FunctLocation Æ Display.

The master record of the functional location is displayed. If necessary, you

Plant Maintenance mySAP ERP 2005 ECC 6.0

List Editing Using a Reference Location as Copy

Plant Maintenance mySAP ERP 2005 ECC 6.0

3. Choose Edit Æ Copy reference.

Creating a Piece of Equipment

Plant Maintenance mySAP ERP 2005 ECC 6.0

The screen Technical Objects is displayed.

3. Make all the necessary entries.

Plant Maintenance mySAP ERP 2005 ECC 6.0

If you have specified a piece of equipment as a reference, the system

5. Make all the necessary entries in this screen.

Plant Maintenance mySAP ERP 2005 ECC 6.0

Plant Maintenance mySAP ERP 2005 ECC 6.0

If you want to classify the equipment master record, choose Goto Æ

Using List Editing for Equipment

Plant Maintenance mySAP ERP 2005 ECC 6.0

The screen Equipment List Entry is displayed.

Plant Maintenance mySAP ERP 2005 ECC 6.0

3. If you want to use a reference when creating the pieces of equipment,

Plant Maintenance mySAP ERP 2005 ECC 6.0

5. Save the new equipment master records.

Plant Maintenance mySAP ERP 2005 ECC 6.0

Changing a Piece of Equipment

Plant Maintenance mySAP ERP 2005 ECC 6.0

2. Enter the number of the equipment master record or use a matchcode

4. If necessary, you can change the equipment category. Choose Edit Æ

Plant Maintenance mySAP ERP 2005 ECC 6.0

5. The dialog box Change Equipment Category is displayed. Enter the

Displaying the Structure List and the Structure

Plant Maintenance mySAP ERP 2005 ECC 6.0

3. Depending on your choice, the system displays a structure list or