Professional Documents
Culture Documents
Please note that the paper version of the IMG is shorter than the online version. In the online
system, additional information is provided.
The SIMG_ALL structure is the library that contains all sections for implementing the various
components (for example, Materials Management, Sales & Distribution, Financial Accounting).
This section contains all the information required for the implementation of Plant Maintenance
and Customer Service.
Topics
• Master Data in Plant Maintenance and Customer Service
• Maintenance of Plans, Work Centers, Task Lists and PRT’s (Production Resource
Tools).
• Maintenance and Service Processing
• Information System for Plant Maintenance and Customer Service
• Work Clearance Management.
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1.1. Master Data in Plant Maintenance and Customer Service
This menu contains the information for the implementation of Plant Maintenance.
You must have defined the plant maintenance organizational structure in your system before you
proceed with customizing.
This involves maintaining the planning plants and maintenance plants as organizational units.
A distinction is made in Plant Maintenance between planning plants and maintenance plants.
• Maintenance plant
You can manage technical objects and the work centers responsible for for carrying out the work
in a maintenance plant.
• Planning plant
The planning plant is a plant where you define maintenance task lists, carry out materials
planning on the basis of the BOMs in task lists and perform maintenance orders, manage and
schedule maintenance plans, enter maintenance notifications and process maintenance orders
for the associated maintenance plants.
Recommendation
You should always use planning plants when maintenance planning is to be carried out centrally
in one plant for several plants. If each plant is independent from a maintenance point of view,
each plant is then also a planning plant.
Note that there are many areas that will overlap with the implementation of components 'MM'
(Materials Management) and 'PP' (Production Planning) when you are customizing the system for
Plant Maintenance.
If you discover settings that are not relevant to Plant Maintenance, you should only change or
delete these after consultation with the appropriate project groups.
In this step, you maintain the settings that cannot be directly assigned to any master data area.
In this section, you see which authorization objects are defined in the standard system for the
individual application functions. You can maintain authorizations for these objects in the R/3
System.
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The easiest way to maintain authorizations is by using roles.
Note that the maintenance of authorizations using roles is a new function. The previous
procedure is still supported and is described below.
This step is used to create Activity groups and generate authorization profiles using the Profile
Generator.
Activities
Detailed documentation
Note
You can also use authorization profiles you created manually or were delivered by SAP, in activity
groups. You can create an activity group without a menu and include the corresponding profile in
the authorization data of the activity group.
In the fourth step, choose "Edit -> Add authorization -> From profile" to add the authorization
profile data to the activity group.
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Below, you can find information about the previous procedure for versions up to and
including 4.0.
Authorization objects
The following list shows which authorization objects are checked for the individual application
functions.
Process equipment
I_BEGRP Authorization group
I_IWERK PM planning plant
I_SWERK Maintenance plant
I_BETRVORG Business operations
I_INGRP Maintenance planner group
I_KOSTL Cost center
Classify equipment C_TCLA_BKA Class types
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Process measuring points
I_BEGRP Authorization group
You can obtain an overview of the possible operations using transaction 'OIAH'.
You can obtain an overview of the possible operations using transaction 'OIAH'.
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Classify orders C_TCLA_BKA Class types
Comp.confirmations
I_IWERK maintenance planning plant
Standard settings
In the SAP standard delivery, authorizations are provided for all authorization objects of the
application.
• Maintenance authorizations
• Display authorizations
Activities
1. Check the delivered authorizations as follows:
a) Select the object class for the application.
You see the list of authorization objects.
b) Select an object.
You see the list of authorizations for this object.
2. If necessary, create new authorizations:
a) To do this, select Authorization -> Create
b) Enter the authorization and a short text.
c) Select a field to maintain individual field values.
d) Save and activate the new authorization.
Note
The authorizations listed here refer to functions in Plant Maintenance. Remember that your users
may need further authorizations to edit business processes.
This section explains how to adapt general SAP status management to your requirements.
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• system status and
• user statuses
System status
The SAP System contains in a central table a basic store of statuses that are valid for all
applications and can be used by all applications.
These statuses are maintained by SAP and cannot be changed. They are referred to as system
statuses.
Business transactions
The SAP System contains in a central table a basic store of business transactions that are valid
for all applications and can be used by all applications.
A further central table, also predefined by SAP, defines a system status for every business
transaction and indicates whether or not the corresponding system status is deleted or set during
the business transaction.
Another table defines the business transactions that are allowed for each SAP object (order,
equipment and so on). This allocation is also predefined by SAP.
Result
The allocations listed above define all the system statuses possible for an object and the system
statuses that are set for the different individual business transactions.
Status profile
You can define your own status profiles in menu option "User statuses". Every status profile must
be allocated to at least one object.
For each of these statuses, you can determine the system response within the business
transactions predefined by SAP.
• define your own statuses (user statuses) and document their function in a respective long
text
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• determine the sequence numbers for user statuses which predefine the possible
sequence for processing user statuses
• define an initial status which is activated automatically when creating the object
• determine which user status is automatically activated when carrying out a business
transaction
Status number
You can define a status order number for every user status.
The status order number determines the sequence in which the user statuses can be activated.
If you do not assign a status order number to a user status, the user status can always be set.
However, there can only be one user status with a status order number active at any one time.
If you assign a status order number to a user status, you must also specify a lowest and a highest
status order number for the status. These limit the order number interval from which the following
user status can be chosen.
• install equipment
• dismantle equipment
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When maintaining the status profile, you can determine for every status within the profile whether
equipment of this status can be installed or dismantled and whether a deletion indicator can be
set or not.
You can also determine in status maintenance whether, for example, the deletion indicator is set
automatically and whether the system should respond with a warning or an error message when
a deletion indicator is set.
• equipment
• functional locations
• maintenance notifications
Note
In the menu for the configuration of equipment, you can specify a status profile as a default value
for each equipment category.
Actions
In this step you define authorization keys which you can use to set up authorization checks when
you manually set or delete a user status. When the system sets a user status as a reaction to
business transaction, it does not perform an authorization check.
When you set or delete a user status , the system checks whether the user is authorized for this
action. In addition to the status profile and the object type, the system also checks the
authorization key assigned to the user status in question.
Example
You want to define that certain user statuses can be changed only by a specified employee
group.
To do this, create an authorization key and assign it to the relevant user statuses.
In the general authorization maintenance you can then assign authorizations for this key via the
authorization object B_USERSTAT.
Activities
1. Check whether you want to define authorizations for your user statuses.
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2. If necessary, create authorization keys as follows:
a) Choose "New entries".
b) Enter a key and an explanatory text in the appropriate fields and choose "Save".
You have now created the authorization key.
3. Assign the authorization key to one or more user statuses in your status profile.
4. Define corresponding authorizations and include them in the relevant authorization profiles.
In this step, you can define the currency in which plant maintenance statistical data is to be
managed.
When specifying the currency for maintenance statistics, the following points should be
considered.
• All the fields in plant maintenance that are currency-dependent and that go into the
statistical data are automatically translated into the currency for the statistics.
The date with which the exchange rate is calculated is determined by the system on the basis of
the field and cannot be changed. For example, the acquisition date of a piece of equipment is
taken as a basis for the conversion of the acquisition value. For the conversion of the value fields
of a maintenance order, the order creation date is taken as basis.
Recommendation
You should always define a currency for statistics. If you work without a currency for statistics, all
the value fields of the Plant Maintenance System are stored in the original currency of the
document or master record. This will lead to different currencies also being stored in the statistics
file.
As a result, any analysis of the statistics file made on the basis of the currency fields will be of
little use, as currency conversion will not be carried out for evaluations and therefore value fields
containing different currencies will be added together.
Changing the statistics currency is also possible even after records have already been stored in
the statistics file.
However, this means that the currency fields in the information structures of the statistics file have
to be restructured.
You can set up the statistics file again with report 'RMIPS000'. However, this is only necessary if
statistical data already exists and the currency for the statistics has been changed.
Activities
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1.1.2 Permits
In this section you will learn how to customize permits for maintenance order processing.
You can use permits to define certain rules or conditions which are to be observed during the
execution of maintenance tasks.
With the master record maintenance transactions, you can allocate the permits to the individual
pieces of equipment and functional locations.
Furthermore, you can define permit categories. Every permit can be allocated to a permit
category.
Consequently, the permit categories represent a possibility for grouping or classifying permits,
and can be used for information and analysis purposes.
Business background
When allocating one or more permits to a PM object, you can define at which time the permits
must be issued during order processing.
• there should be no system response when the permit has not been issued.
Example
You define the permit 'Driver's license for industrial trucks' for a piece of equipment. The
equipment is installed at a functional location to which the permit 'Special fire-resistance check' is
assigned.
'Driver's license for industrial trucks' and 'Special fire-resistance check' are proposed as possible
permits.
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Note
If you mark the 'Proposal' field when maintaining the permit in the object master record, the
permit will be automatically assigned during order processing.
Further information
Furthermore, you can enter an object-specific and a permit-specific long text for every permit in
the PM object master record and define whether the permit and the corresponding text should be
printed with the shop papers.
In order processing, you can select via the function 'Assign permits' all permits which are defined
for the PM object itself or for the objects above the object in the hierarchy
In this step you define these permit categories, which are used for information and documentation
purposes.
You can represent groups of permits that belong together via the permit category.
Example
• work permits
• safety permits
• access permits
Solution: Define three permit categories and allocate each permit to a permit category.
Activities
The permit class must belong to class type '049', class type for permits.
The permit class currently fulfills the following functions in the maintenance order:
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Classification of permits
The number and type of possible permits relates directly to the associated maintenance objects.
This means that new permits may be necessary at any time due to new equipment master
records or new functional locations. Legal requirements can also require the creation of new
permits.
For this reason, you maintain new permits using the application menu.
Note
You should maintain the necessary permits here and inform your employees that additional
permits can be added at any time using the application menu.
Note that the change of the permit class in the current operation is critical because existing
permits can be assigned to the old class and lost in the change.
It is recommended that several variants are defined, so that, for example, outstanding permits
and those already issued can be considered separately. Each user can, of course, predefine a
selection just for the permits which they can issue themselves.
Here, you can define the possible selection fields which occupy selection fields with concrete
values and make the field selection for the list display.
Procedure
When you execute the function, you reach a screen in which you have several selection options.
When you choose selection fields, you reach an additional window, in which you must mark
'Variant for all selection screens'.
By choosing 'Continue', you reach another screen in which you can specify attributes for the
selections fields.
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The attributes have the following meaning:
• Protected
This means that this field is displayed in the selection screen, but is not ready for input.
For example, you have a selection field with a value which should not be changed by the user.
• Invisible
This means that this field is hidden in the selection screen and cannot be used as a selection
criterion.
• Variable
This means that this field is given a variable, not a concrete value.
For example, if the selection is always performed using a certain call horizon (for example, the
current month). In this case, you would enter the variable 'current month'. The current month
would therefore be proposed as a selection criterion.
Note
Each user can also create their own selection screen. The selection screen defined by you is only
then proposed by the system, if no individual selection screen has been defined for the user
under their user name.
If you want to define an individual selection screen for each user, and the user-specific selection
screen should be proposed automatically when the report is called up, the name of the report
variant must begin with 'U_USERNAME'.
When you execute the function, you reach the initial screen with all the selection fields.
There you can define the standard selection screen. This selection screen is then always
proposed if no individual selection screen has been defined for the user under the name
'U_USERNAME'.
The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the
relevant application transaction.
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You maintain the field selection for the list by executing the report, and then choosing
'Settings' -> 'Display variants' in the list.
Note that the setting you make here for the field selection becomes a presetting, which is
then always used if the individual user has not defined their own field selection.
For more information about working with lists, see "PM - Cross-Application Functions"
in the R/3 library.
You need measuring points if you want to manage measurement readings or counters for
technical objects in the system.
Measurement readings and counters refer to characteristics in the classification system and are
uniformly managed as measuring points in the system.
Example
You want to define a measurement reading 'tire pressure' for a technical object. To do this, you
must first define a measuring point category.
You can use the unambiguity of the measurement position to allow the same measurement
reading to be defined several times for different measurement positions on a technical object (for
example, measurement position 1 'pressure in left front tire', measurement position 2 'pressure in
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right front tire').
You can use the unambiguity check for the measurement position to prevent a measurement
position from being defined several times for each object or even for all objects.
You can also use catalogs to enter measurement and counter readings
• Catalogs can be used to define permissible values for a measuring point that you select
when recording a measurement reading using the catalog hierarchy.
• You can then use this function when you want to predefine qualitative or descriptive
measurement readings in catalogs, or if you also want to use these predefined values
when entering counter readings.
You can then enter a characteristic in the classification system which is assigned to a unit of
measurement 'Pressure'.
You can use the transaction for master record maintenance to define a measuring point 'Pressure'
and assign this to the new characteristic 'Pressure'.
You must use the characteristics in the classification system when you want to define counters.
Requirements
Standard Settings
Recommendation
Before you start maintaining measuring points for your objects, you should create all
characteristics, which are used as characteristics for measuring points, in the classification
system and provide them with a common group of characteristics.
This will help you to select the characteristics that are useful for entering measuring points. These
characteristics need not be assigned to a certain class type, and you are also not required to
define a class for these characteristics.
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Activities
1. Check the delivered measuring point category.
2. Adapt the delivered measuring point category to your requirements.
3. Define new measuring point categories if necessary.
Notes
As the numbers for measuring points are assigned internally, you should work with the standard
settings. If you want to make changes, you should always use number range 01.
Activities
1. Define number ranges for the measuring points.
2. If necessary, change the standard settings.
To do this, use number range 01.
Note that all intervals for the selected number range object are deleted in the target system first.
After the import, only the intervals you export are present. The number statuses are imported with
their values at the time of export.
Notes
As the numbers for measurement documents are assigned internally, you should work with
standard settings. If you want to make changes, you must always use number range 01.
Activities
1. Define the number ranges for the measurement documents.
2. If necessary, change the standard settings.
To do this, use number range 01.
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Note that all intervals for the selected number range object are deleted in the target system first.
After the import, only the intervals you export are present. The number statuses are imported with
their values at the time of export.
Procedure
When you execute the function, you reach a screen in which you have several selection options.
When you choose selection fields, you reach an additional window, in which you must mark
'Variant for all selection screens'.
By choosing 'Continue', you reach another screen in which you can specify attributes for the
selections fields.
• Protected
This means that this field is displayed in the selection screen, but is not ready for input.
For example, you have a selection field with a value which should not be changed by the user.
• Invisible
This means that this field is hidden in the selection screen and cannot be used as a selection
criterion.
• Variable
This means that this field is given a variable, not a concrete value.
For example, if the selection is always performed using a certain call horizon (for example, the
current month). In this case, you would enter the variable 'current month'. The current month
would therefore be proposed as a selection criterion.
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Note
Each user can also create their own selection screen. The selection screen defined by you is only
then proposed by the system, if no individual selection screen has been defined for the user
under their user name.
If you want to define an individual selection screen for each user, and the user-specific selection
screen should be proposed automatically when the report is called up, the name of the report
variant must begin with 'U_USERNAME'.
When you execute the function, you reach the initial screen with all the selection fields.
There you can define the standard selection screen. This selection screen is then always
proposed if no individual selection screen has been defined for the user under the name
'U_USERNAME'.
The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the
relevant application transaction.
You maintain the field selection for the list by executing the report, and then choosing
'Settings' -> 'Display variants' in the list.
Note that the setting you make here for the field selection becomes a presetting, which is
then always used if the individual user has not defined their own field selection.
For more information about working with lists, see "PM - Cross-Application Functions"
in the R/3 library.
Procedure
When you execute the function, you reach a screen in which you have several selection options.
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You usually find the functions:
When you choose selection fields, you reach an additional window, in which you must mark
'Variant for all selection screens'.
By choosing 'Continue', you reach another screen in which you can specify attributes for the
selections fields.
• Protected
This means that this field is displayed in the selection screen, but is not ready for input.
For example, you have a selection field with a value which should not be changed by the user.
• Invisible
This means that this field is hidden in the selection screen and cannot be used as a selection
criterion.
• Variable
This means that this field is given a variable, not a concrete value.
For example, if the selection is always performed using a certain call horizon (for example, the
current month). In this case, you would enter the variable 'current month'. The current month
would therefore be proposed as a selection criterion.
Note
Each user can also create their own selection screen. The selection screen defined by you is only
then proposed by the system, if no individual selection screen has been defined for the user
under their user name.
If you want to define an individual selection screen for each user, and the user-specific selection
screen should be proposed automatically when the report is called up, the name of the report
variant must begin with 'U_USERNAME'.
When you execute the function, you reach the initial screen with all the selection fields.
There you can define the standard selection screen. This selection screen is then always
proposed if no individual selection screen has been defined for the user under the name
'U_USERNAME'.
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The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the
relevant application transaction.
You maintain the field selection for the list by executing the report, and then choosing
'Settings' -> 'Display variants' in the list.
Note that the setting you make here for the field selection becomes a presetting, which is
then always used if the individual user has not defined their own field selection.
For more information about working with lists, see "PM - Cross-Application Functions"
in the R/3 library.
Warranties
In this section, you make the settings for the warranties. You can make settings for warranties
that you can use, as well as for warranties that you give to your contractual partners.
You can determine for each of the warranty categories whether warranties of this warranty
category can be classified using the classification system.
Classification of warranties is useful when you want to manage several warranties and grouping
warranties by means of the classification system makes it easier to find individual warranties.
Remember that you can define various warranty types, which facilitates the broad structuring of
warranties alongside the classification system. Searching via warranty types is possible via
matchcodes.
Standard Settings
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For warranty category 'I', you are the warrantee.
Notes
You should change the settings only if you do not want to use one of the warranty types.
• Delete warranty category 'I', if you are never the warrantee, or you do not want to
manage these warranties at your equipment.
• Delete warranty category 'O', if you never want to manage warranties that you make
available to your customers using your customer equipment.
Activities
1. Check the delivered warranty categories.
2. Determine for each warranty category whether you want to use the Classification System for
warranties of the corresponding warranty category.
Example
You can use several warranty types for a warranty category to distinguish, for example,
manufacturer warranties from vendor warranties.
Standard Settings
When creating the warranty types, you will see some fields which are not ready for input. These
fields are reserved for future developments and cannot, at present, be maintained.
Activities
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With internal number assignment, numbers are assigned automatically by the SAP system. The
number range 01 must be created.
With external number assignment, numbers are assigned manually by the user. The number
range 02 must be created.
Activities
Note that all intervals for the selected number range object are deleted in the target system first.
After the import, only the intervals you export are present. The number statuses are imported with
their values at the time of export.
• the detail screen for entering a warranty with counters should be displayed, or
Activities
Check which screen comes next for the individual transactions of your business requirements.
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Define Warranty Counters
In this step you can define warranty counters and specify one warranty counter as a default
counter. This counter will be copied automatically when you create a master warranty.
Note
You must make these settings when you set up performance based warranties.
Activities
Additional information
It is possible to transport settings into another client or SAP system, but remember that this
should be done only if the characteristics in the target system correspond exactly to the
characteristics defined here.
Partners
In this section, you adapt the presettings for the field selection for list display of partner data to
your requirements.
• Functional locations
• Equipment
• Notifications
• Orders
• Contact person
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• User
• Personnel number
• Organizational unit
• Position
• You can define partner functions centrally for all the applications in Logistics and assign
a particular partner type to these.
For example, you can assign the partner type "Customer" (with customer master and customer
number) to the partner function "Sold-to-party".
• partner determination procedures and assign any number of partner functions to each
one.
You can define whether a particular role in the notification or order should be changeable, and
whether it is obligatory.
You therefore assign an appropriate partner determination procedure to each notification type and
order type. You also assign the partner functions to each notification type and order type. Here
you define which role should be assigned to a particular function (for example, employee
responsible).
• For pieces of equipment, you define the partner determination procedure under
Technical objects -> Equipment - Assign partner determination procedure to
equipment category . You can synchronise the functions Vendor, current customer,
customer, final customer, operator with the partner functions.
Recommendation
Use the partner determination procedures contained in the standard system and their
assignments to notification types and order types. If you want to use your own partner
determination procedures, you can use the notification types, order types, and partner
determination procedures predefined by SAP as a reference.
Activities
1. Define the partner functions and partner determination procedures.
2. Assign a partner determination procedure to each notification type and order type and name
the corresponding partner functions for the header screens of the notifications and orders.
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Copy Partner Functions to Master and Movement
Data
In this work step, you can define which of your partner functions should be copied automatically
into the corresponding movement data.
You can make this assignment unique for each partner profile and each partner function.
• Functional locations
• Equipment
• Serial numbers
The partner functions can be copied fron the master data objects in:
• Notifications
• Orders
Partner functions indicated here are copied from SD deliveries in the serial number master
records.
Recommendation
You can use this indicator to reduce the manual maintenance requirements for maintaining
partner data in the processing of maintenance and service tasks.
If you do not set the indicator, you can still copy the partners in the notification or in the order
using the function code or maintain new partners manually.
If the indicator is set, you can, of course, still add new partners to the notification and order.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
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Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
Activities
Define the fields and their sequence for customer data list displays.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
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Activities
Define the fields and their sequence for vendor data list displays.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
Activities
Define the fields and their sequence for HR data list displays.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
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Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
Activities
Define the fields and their sequence for contact person list displays.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
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Activities
Define the fields and their sequence for the list display of organizational units.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
Activities
Define the fields and their sequence for the list display of positions.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
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Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
Activities
Define the fields and their sequence for user data list displays.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
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Activities
Define the fields and their sequence for address data list displays.
Requirements
Create the relevant transaction variant which reflects your field selection. It is advisable to display
a transaction variant using only one screen variant.
You can find information about the functions for search help maintenance in the R/3 Library under
Basis -> ABAP Development Workbench -> ABAP Dictionary -> Search Help.
Recommendation
To maintain the search help functions, technical knowledge of the ABAP Dictionary is required.
The search help functions should be maintained by the system administration.
Standard Settings
The search helps provided in the standard system will suffice in many cases.
Activities
1. Check whether the search helps in the standard system are sufficient for your requirements.
2. If necessary, add the search helps for the relevant search help objects.
Further Notes
Note that having a large number of search helps can impair system performance. Check which
search helps you want to use for your work area. You can deactivate search helps that you do not
use.
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To improve performance, it may be necessary to structure indices for the new or changed search
helps.
From Release 4.0, the conventional matchcode search has been replaced by an improved search
help. The maintenance transaction AD20 is now used for search help objects. Transaction AD21
can now be used to maintain the conventional matchcode objects.
Technical Objects
In this section, you make the necessary settings for the technical objects, for example,
• pieces of equipment
• functional locations
General Data
You can maintain the general data for Plant Maintenance master data in this menu option.
This data will then be universally valid for all the master data objects in Plant Maintenance.
You can assign each piece of equipment and each functional location to a type of technical
object . This allows pieces of equipment that have the same use, for example, to be combined
into groups. You can use this grouping for evaluating your master data or maintenance data.
The types of technical objects are also used as a grouping instrument in fleet management.
Activities
The plant section enables you to subdivide the maintenance plant from the point of view of
production responsibility. The person responsible for the plant section is the contact for
coordination between production and plant maintenance.
The plant section can be used for evaluation purposes.
Every piece of equipment and functional location can be assigned to a plant section.
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Note
You can also specify a plant section when processing maintenance tasks.
Activities
Planner groups or maintenance planning groups must be defined separately for each planning
plant.
Depending on the size and structure of your company, a maintenance planning group may be an
individual department (for central work preparation), a group of skilled craftsmen or a workshop.
Every piece of equipment and functional location can be allocated to a maintenance planning
group.
Note
maintenance tasks.
Activities
Define your maintenance planner groups.
The characteristics of the ABC indicator can be used as a selection criterion in evaluations.
You can determine which particular values are to be valid as ABC indicators and the meaning that
is given to these values.
Actions
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Proceed
Example
You have two maintenance departments, truck fleet and production. There is a series of
equipment in the system for both departments. You want to ensure that a user 'A' may edit only
equipment of the truck fleet, and a user 'B' only equipment from the production area.
To do this, define two authorization groups and assign these to the two users 'A' and 'B' in their
user master record.
The two users can then only edit objects from their own user department.
Note
If no authorization group is entered in an object, the check is not carried out. If this is the case,
the user may edit the object.
Activities
The data fields for the technical objects are sorted by contents, what are termed, screen groups.
For each screen group, for example, pieces of equipment, you can define one or more view
profiles.
Each view profile enables you to assign pre-grouped and accompanying data fields to individual
screen templates.
• General data
• Location data
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• Organizational data
• Structure data
To make the tab pages visible in the maintenance transactions, they must be labeled as active.
You can assign a view profile to each equipment category or functional location category, and
each fleet object type.
Recommendation
• equipment categories
• notification types
• PM order types
Via the parameterization of the object information key, you determine the data of a technical
object (equipment, functional location, structure) that is shown in a special information window.
Furthermore, the object information contains history data from the PM Information System and
data from the notifications and orders carried out.
Via the parameterization of the object information, you can define whether the notification and
order information should be displayed
Furthermore, you can determine whether the object information should be displayed
• via a pushbutton or
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• automatically when object information is selected for the object specified.
To activate the display depending on notification and order data, you can define threshold values
which are used to select historical data through the PM Information System. When one of the
threshold values is reached, the object information is displayed and is indicated with the symbol
Example
You want to make sure that object information is always displayed if a contract is created for an
object or if at least 5 notifications or at least 4 orders were carried out in the last 365 days. The
system should take the last 365 days as well as completed notifications into account when
selecting notifications.
• Enter 365 in the field No. days for notifications in the information system.
• Mark OutstdgNotifs and CompletedNotifs to display the last notifications in the object
information.
Further Information
Object information is always automatically shown when one of the threshold values defined
above is reached.
• contract indicator
• completed notifications
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• contract indicator or
Further Notes
In the data fields for classification, you can specify the views in classification whose data should
be displayed in the object information.
Note that the views for each class type can be defined freely in Customizing. For this reason, no
F4 Help is possible. Here, you can check the Customizing of class types.
Automatic view: When you enter the number of a view in this field, the object information is
included automatically if a characteristic of the class of the reference object is assigned to the
chosen view.
Display view: In this field, you can enter the view of a class whose characteristics should be
entered in the object information screen. These characteristics are indicated with the symbol
@03@.
By selecting the characteristics field, the features of the characteristics are entered in the object
information.
You should use the standard class types of your objects for the object information.
Note that a search will be performed via the PM Information System and also via the notification
file if the fields for notification selection are marked.
If you select the field 'SelComplNotifs', completed notifications will also be selected from the
notification file.
The entries in the next line refer to the display of the notifications selected.
You can define there whether the object information display is to contain
outstanding and/or
completed notifications
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Here you can define how the display programs for the structural display of hierarchies and bills of
material obtain the data.
The settings are only used for performance and do not influence the scope of the data displayed.
Example
You have defined very broad and deep structures for your functional locations.
If a user chooses the stuctural display of a functional location as far as the fourth level, the next
level down is read automatically by the program.
This means that under certain circumstances tree-type structures may take much longer to read
which adversely affects performance.
The same also applies for BOM structures. If a user chooses a bill of material, normally the
complete bill of material is imported with all the sub-nodes.
Standard Settings
In the standard setting, more data is read than the user originally selected.
If you have performance problems with your system for the structural display or listing of BOM
hierarchies, you can set the program up so that only the list selected by the user is read.
For BOM structures and functional location structures, only the desired levels are read and
expanded.
Further Notes
This setting applies for all clients. For this reason, you can only maintain one entry.
Functional Locations
You will find all the actions required for the implementation of the functional locations and
reference functional locations in this step.
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• the lengths of the individual blocks of the functional location number
Numbers
Letters
Note
• Once a functional location has been created for a particular structure indicator, the edit
mask can no longer be changed.
Activities
Define the possible edit masks for functional locations and reference functional locations.
Example
You use a graphical information system in which the functional locations are managed using
different labels or numbers to those in the R/3 System.
You want it to be possible for specific users to address the same functional location using the
label from the graphical information system. A different label should be available for other users.
In the following settings, you can define whether different labeling systems are permitted for
functional locations, and if so, how many.
Technical Information
These functions can be used to ensure that the key for the functional location is not linked to the
display of the label on the screen.
This means that you can address the same functional location using different labels.
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For this, the program uses an internal, unique number that is not transparent for the end-user.
Example
You are using a geographical information system, in which the functional locations are managed
using different labels and/or numbers to those in the R/3 System.
You want it to be possible for specific users to address the same functional location with the label
from the geographical information system. A different label should be available for other users.
When maintaining the functional locations, each user can select one of the labeling systems and
save it in their own personal user profile.
Technical Information
This functionality is made possible by the key of the functional location which is not dependent on
the representation of the label on the screen. This means that you can address the same
functional location using different labels. For this, the program uses an internal, unique number
that is not transparent for the end-user.
When these functions are activated, the length of the label for the functional location is increased
from 30 to 40 characters and can be changed. When the label is changed, the system
automatically creates a labeling history and prevents historical labels from being reused without
this first being checked. The labeling history enables the interpretation of historical location labels
in non-changeable documents outside the R/3 System.
Standard Settings
Recommendation
You can also define whether the labels should be checked for uniqueness across all labeling
systems. Uniqueness is always checked within any individual labeling system.
One of the labeling systems must also be selected as a primary labeling system. This should be
the system used by the majority of users.
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The users can switch between the different labeling systems by means of user profiles. If the user
has not created their own profile, then they automatically work with the primary labeling system.
Recommendation
For labeling systems 1, 2 and 3, the domains TPLNR_1, TPLNR_2 and TPLNR_3 are delivered
with the relevant conversion routines in the standard system. You can use these domains to
access specific labeling systems in list reports and print programs.
Therefore, you should not work with an unnecessary number of alternative labeling systems. For
example, if you are using several CAD systems, you should not define as many labeling systems.
Further Notes
When creating a functional location, the user must normally assign a labeling system, structure
indicator and location category. However, if in Customizing, only one feature is defined for one of
these parameters, then the corresponding entry field is hidden automatically by the system and
completed internally.
For each category of reference functional location you can define the following:
These changes are then valid for all the 'genuine' functional locations that are derived from this
reference functional location.
Note
You should always use reference functional locations when you use several systems of the same
category and you want to represent them with functional locations.
Example
You have three filling machines with the same structure in your company. These filling machines
are to be managed in the system with three different functional locations. You want to enter
changes made by the manufacturer, for example, to the structure or to the technical data just
once in the system.
Solution: You create a reference functional location for a filling machine. The actual functional
locations or the actual filling machines are created with reference to the reference functional
location "Filling machine". In the case of changes which affect all three filling machines the
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reference functional location is always changed. When the reference functional location is
changed the actual functional locations, in other words, the actual filling machines, are also
changed automatically.
Recommendation
The reference functional location category is used only for field selection. When a reference
functional location refers to 'genuine' functional locations, the categories of the functional
locations can be different. If you do not need a particular kind of field selection in the case of
reference functional locations, you do not need to create any new categories of reference
functional location.
Actions
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
Activities
Define the appearance of the structural display for your reference functional locations.
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Define Category of Functional Location
You can create different functional location categories in this step.
You can define the following for each functional location category:
• status profile
• field selection
• a key defining the appearance of the dialog box for the object information.
Activities
When you allocate a partner determination procedure, you only define the possible partner
functions. If you have defined mandatory functions in a partner determination procedure, the
system tries to assign values to the mandatory partner functions (e.g. a vendor number).
Partner functions that are not identified as mandatory roles in the partner determination
procedure are not assigned values by the application programs.
Note that this relates exclusively to data fields for reference functional locations.
The programs for functional locations and equipment master records were remodelled for version
4.5.
For this reason, the field selection also has its own transaction with different screens.
The field selection for functional locations and equipment can be defined together. Here you
maintain the data fields for the reference functional location.
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Equipment
In this step you configure the equipment master records.
Equipment Categories
You must allocate an equipment category to every equipment master record that you create.
Decide which equipment categories you need to create on the basis of the control features:
• status profile
In the following steps, you must group equipments you wish to manage under the SAP system in
accordance with the criteria above and define characteristics for each equipment category.
Adapt the equipment categories configured to your company's requirements or define new
categories if required.
You use the equipment category to define the characteristics for an equipment master record.
Using the control characteristics, you can decide how many and which equipment categories you
require.
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• Number interval and number assignment (you can choose between numerical and
alphanumerical numbers)
• Status profile
Notes
You must define for each equipment category whether a usage history should be written.
In addition to the view profile, which provides you with a user-friendly set-up of the screen
templates, you can also assign additional equipment views to each equipment category, for
example, other data for internal enhancements, or sales data which is only required in special
cases for equipment maintenance.
However, these assignments are used solely to enable the system to be operated more easily; a
deactivated view can always be reactivated again for each equipment master record. It is
therefore an uncritical setting that can be canceled at any time.
Activities
1. Specify the indicators for your equipment categories.
2. Enter the descriptions for your equipment categories.
3. Assign a reference category to each equipment category.
• PRT view
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• Equipment configuration
If you activate a view, the assigned data fields and screens can be automatically maintained.
If the views are deactivated, you can maintain the data fields and screens. However, you must
call them up explicitly using one of the function keys.
Notes
The rigid assignment between reference equipment category and screen sequence (up to Version
3.1I) is replaced by the settings options for views.
Activities
Define the possible views for each equipment category by activating or deactivating the views.
You can define both an internal and an external range for each equipment category. The same
number ranges can be shared by several equipment categories.
Recommendation
Activities
1. Define the number assignment category (internal and/or external) for each equipment category.
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2. Set up a group for each different number interval.
3. Define the number interval for each group.
4. Allocate each equipment category to a group.
Note that all intervals for the selected number range object are deleted in the target system first.
After the import, only the intervals you export are present. The number statuses are imported with
their values at the time of export.
You should use fleet management if, for example, you want to use technical objects to:
• Cars
• Fork-lift trucks
• Trailers
An individual view profile, which defines the screen template layout for the fleet object-specific
data, can be assigned to each of these fleet object types.
You can still define equipment categories allowed for the fleet object types.
Note, however, that in this setting undefined equipment categories can be used for fleet objects.
When creating a fleet object, the system highlights the incompatibility with a warning message.
If you only define one equipment category for each fleet object type, this is proposed
automatically when a new fleet object is created.
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Example
For example, you can configure the screen templates differently for fork-lift trucks and heavy
goods vehicles differently.
Requirements
The fleet object types must be defined in Customizing first as types of technical object.
Example
For example, you can define that a particular fleet object requires:
• Lead-free petrol
Further Notes
The settings are used solely for checking the permitted values and can be used for reporting
functions.
The usage type can be freely defined by you. It is considered as a criterion for usage-related
categorization.
Example
Here you can define, for example, whether a fleet object can be used:
• As company transport
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Further Notes
The settings are used solely for checking the permitted values and can be used for reporting
functions.
The engine type can be defined freely by you. It is intended as a criterion for usage-related
categorization.
Example
For example, you can define the following engine types for fleet objects:
• Electric
• Diesel
• 4-cylinder petrol
Further Notes
The settings are used solely for checking the permitted values and can be used for reporting
functions.
Note that the common ways in which energy consumption is measured are already contained in
the standard settings.
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However, the representation of consumption can vary in different countries. For example, you
would define for Europe that fleet object consumption is usually specified in liters per 100 km,
whereas in the United States, this would be miles per gallon (MPG). Nevertheless, the latter is
still a distance-based calculation.
Technically speaking, consumption is represented as volume consumption per unit of time, or per
unit of distance.
You can also find both these settings in the first table, and you must then only change them if you
have defined a new unit of measurement for consumption. There is no reason to do this for fuel
consumption.
All display units of the same dimension (for example, volume consumption per unit of distance)
are grouped together with the display units of the inverse dimension (for example, distance per
unit of volume consumption). On the detail screen, you can assign the accompanying display
units to a unit group.
Standard Settings
Check the standard settings. Generally, you do not have to make any changes.
The measurement positions are used to perform fleet object-specific calculations, such as those
for consumption, to create measuring points automatically, and as a basis for evaluation for the
information system. The last two points have not been developed for Version 4.6A, but should be
considered for your Customizing activities in the future.
First you define the unit required (for example, liters / 100 km, miles per gallon). This unit must
first be assigned to a unit group.
You can assign any number of counters to a fleet object. To calculate the consumption, you must
define here which fleet object counter is used for calculating the consumption. You enter this
counter in the column 'Fuel'.
You have thereby defined the first basis of measurement for calculating the consumption.
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In another column, you can enter the primary counter. The primary counter is the vehicle counter
used to measure the distance or operating time, to which the vehicle consumption measured
refers.
The next two settings define the period of time, for which the system should analyze service and
consumption. You have the option of specifying a value in days for a short-term analysis and a
long-term analysis.
Requirements
The counters and dimensions must be maintained completely. The required display unit must be
assigned to a unit group.
Standard Settings
One entry is available for each standard calculation method. You only have to make the relevant
assignments.
The fields provided here are specific data fields from the equipment master record for fleet
management.
If you select the influencing fields, you can find fields on the list which enable object-related field
selection.
All screens, for which a field selection is possible, are summarized into individual screen
modification groups (e.g. all detail screens for the confirmation of a maintenance order).
Modifiable and influencing fields are defined for each screen modification group:
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• For the modifiable fields, use indicators to specify how the individual fields in the screen
are represented:
If, for example, in the list and detail screens of the confirmation in the order, you specify that the
work center is a required entry, you must maintain the work center for all confirmations.
• For the influencing fields, you specify how the modifiable screen is represented in the
screen, depending on a value (e.g. that the work center is a required entry for a certain
order type).
You maintain the indicators of the modifiable fields, independently of a influencing value
You maintain an indicator for a modifiable field and specify the values of the influencing
fields.
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5. Maintain the value and indicator for the influencing field, and press Continue.
The values are copied.
6. Save your inputs.
Object Links
In this menu option you can make the settings for the object links.
Object Links
In this menu option you can make the settings for the object links.
The medium indicates the kind of link (electricity, gas, telecommunications cable etc.) and you
can define it freely.
You can enter the material number for an object link for informative purposes in the field provided.
Example
You are defining a medium for a cooling system. Only one particular type of coolant is allowed in
this cooling system, and so you enter the number of the permitted coolant in the "Material" field.
Note
You should also supply a descriptive text for each medium, as this will be displayed in the
associated transactions.
Activities
With internal number assignment, the numbers are assigned automatically by the SAP system.
The number range 01 must be created.
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With external number assignment, the numbers are assigned manually by the user. The number
range 02 must be created.
Activities
Define the number ranges for your object links, depending on whether you require internal or
external number assignment.
Note that all intervals for the selected number range object are deleted in the target system first.
After the import, only the intervals you export are present. The number statuses are imported with
their values at the time of export.
Vorgehensweise
Wenn Sie die Funktion ausführen, erhalten Sie eine Maske, auf der Sie mehrere
Selektionsmöglichkeiten haben.
Bei der Auswahl der Selektionsfelder erhalten Sie ein weiteres Fenster, auf dem Sie das Feld
'Variante für alle Selektionsbilder' ankreuzen müssen.
Mit 'Weiter' gelangen Sie auf eine weitere Maske, in der Sie bestimmte Attribute für die
Selektionsfelder vergeben können.
• Geschützt
Dies bedeutet, daß dieses Feld auf der Selektionsmaske angezeigt wird, jedoch nicht
eingabebereit ist.
Beispielsweise haben Sie ein Selektionsfeld mit einem Wert belegt, der vom Anwender nicht
verändert werden soll.
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• Unsichtbar
Dies bedeutet, daß dieses Feld auf der Selektionsmaske ausgeblendet wird und als
Selektionskriterium nicht einsetzbar ist.
• Variable
Dies bedeutet, daß dieses Feld nicht mit einem konkreten Wert, sondern mit einer Variablen
belegt wird.
Beispielsweise soll die Selektion immer über einen bestimmten Zeithorizont (z.B. den aktuellen
Monat) durchgeführt werden. In diesem Fall würden Sie die Variable 'Aktueller Monat' eintragen.
Damit würde automatisch der aktuelle Monat als Selektionskriterium vorgeschlagen.
Hinweis
Jeder Anwender kann sich zusätzlich sein eigenes Selektionsbild erstellen. Das von Ihnen hier
definierte Selektionsbild wird nur dann vom System vorgeschlagen, wenn für den Anwender unter
seinem Benutzernamen kein individuelles Selektionsbild definiert wurde.
Wenn Sie für jeden Anwender ein individuelles Selektionsbild definieren wollen und das
anwenderindividuelle Selektionsbild beim Aufruf des Reports automatisch vorgeschlagen werden
soll, muß der Name der Reportvariante mit 'U_BENUTZERNAME' beginnen.
Wenn Sie die Funktion ausführen, erhalten Sie das Startbild mit allen Selektionsfeldern.
Damit können Sie das Standardselektionsbild definieren. Dieses Selektionsbild wird
immer dann vorgeschlagen, wenn für den Anwender unter dem Namen
'U_BENUTZERNAME' kein individuelles Selektionsbild definiert wurde.
Der Name der Selektionsvariante ist immer 'SAP_TCODE_XXXX'. XXXX steht für die
entsprechende Anwendungstransaktion.
Die Feldauswahl für die Liste pflegen Sie, indem Sie den Report ausführen und auf der
Liste den Menüpfad 'Einstellungen' -> 'Anzeigevarianten' -> 'Verwaltung' ausführen.
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Bitte beachten Sie, daß Sie mit der hier vorgenommenen Einstellung für die Feldauswahl
eine Vorbelegung treffen, die immer dann genutzt wird, wenn der einzelne Benutzer für
sich keine eigene Feldauswahl definiert hat.
Alles zu Arbeiten mit Listen finden Sie in der R/3-Bibliothek unter "PM -
Anwendungsübergreifende Funktionen".
Procedure
When you execute the function, you reach a screen in which you have several selection options.
When you choose selection fields, you reach an additional window, in which you must mark
'Variant for all selection screens'.
By choosing 'Continue', you reach another screen in which you can specify attributes for the
selections fields.
• Protected
This means that this field is displayed in the selection screen, but is not ready for input.
For example, you have a selection field with a value which should not be changed by the user.
• Invisible
This means that this field is hidden in the selection screen and cannot be used as a selection
criterion.
• Variable
This means that this field is given a variable, not a concrete value.
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For example, if the selection is always performed using a certain call horizon (for example, the
current month). In this case, you would enter the variable 'current month'. The current month
would therefore be proposed as a selection criterion.
Note
Each user can also create their own selection screen. The selection screen defined by you is only
then proposed by the system, if no individual selection screen has been defined for the user
under their user name.
If you want to define an individual selection screen for each user, and the user-specific selection
screen should be proposed automatically when the report is called up, the name of the report
variant must begin with 'U_USERNAME'.
When you execute the function, you reach the initial screen with all the selection fields.
There you can define the standard selection screen. This selection screen is then always
proposed if no individual selection screen has been defined for the user under the name
'U_USERNAME'.
The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the
relevant application transaction.
You maintain the field selection for the list by executing the report, and then choosing
'Settings' -> 'Display variants' in the list.
Note that the setting you make here for the field selection becomes a presetting, which is
then always used if the individual user has not defined their own field selection.
For more information about working with lists, see "PM - Cross-Application Functions"
in the R/3 library.
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This step allows you to define the default values for the object types for the maintenance
transactions associated with the objects in Plant Maintenance.
Recommendation
Before you maintain the default values, you should check which of the object categories that you
have entered will be used most often in the productive system.
This should then be set as the default value in the case of the appropriate transaction.
Requirements
• equipment category
Activities
Define the object category default values for the maintenance transactions associated with the
objects in Plant Maintenance.
Requirements
You must have edited the settings for Materials Management (material master data) already
before you process this step.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
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Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
Activities
Procedure
When you execute the function, you reach a screen in which you have several selection options.
When you choose selection fields, you reach an additional window, in which you must mark
'Variant for all selection screens'.
By choosing 'Continue', you reach another screen in which you can specify attributes for the
selections fields.
• Protected
This means that this field is displayed in the selection screen, but is not ready for input.
For example, you have a selection field with a value which should not be changed by the user.
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• Invisible
This means that this field is hidden in the selection screen and cannot be used as a selection
criterion.
• Variable
This means that this field is given a variable, not a concrete value.
For example, if the selection is always performed using a certain call horizon (for example, the
current month). In this case, you would enter the variable 'current month'. The current month
would therefore be proposed as a selection criterion.
Note
Each user can also create their own selection screen. The selection screen defined by you is only
then proposed by the system, if no individual selection screen has been defined for the user
under their user name.
If you want to define an individual selection screen for each user, and the user-specific selection
screen should be proposed automatically when the report is called up, the name of the report
variant must begin with 'U_USERNAME'.
When you execute the function, you reach the initial screen with all the selection fields.
There you can define the standard selection screen. This selection screen is then always
proposed if no individual selection screen has been defined for the user under the name
'U_USERNAME'.
The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the
relevant application transaction.
You maintain the field selection for the list by executing the report, and then choosing
'Settings' -> 'Display variants' in the list.
Note that the setting you make here for the field selection becomes a presetting, which is
then always used if the individual user has not defined their own field selection.
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For more information about working with lists, see "PM - Cross-Application Functions"
in the R/3 library.
Serial number management allows you to distinguish between individual items of a material that
are managed with a single material number.
Example
• Type A
• Type B
• Type C
There is a material master record for each type in the system. For control purposes, the company
wants to know which customer received which collector type, and which serial number(s) of the
collector type were supplied to the customer, when the individual solar collectors were delivered.
It is therefore necessary to assign a serial number to the customer delivery in addition to the
material number.
A serial number master record is created with the assignment of the serial number. You can
maintain data fields specific to the serial number in the master record.
• Last business transaction which was performed for the serialized material
At a later date, it may be necessary to enter equipment master records for materials that have
already been serialized and delivered to customers, for example, if the producer of the solar
collectors also has to perform maintenance activities for the customers and therefore wants to
use all the functions available in the equipment master record for a serialized material.
In order to keep this option open at any time, you must define a number range for serial numbers.
The numbers assigned from this number range are not the serial numbers but reserved keys that
stand for the combination of material number and serial number and the equipment number that
may possibly be assigned.
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The serial number profile defines how and under which conditions a serial number is assigned for
a material.
Note
A material can only be assigned serial numbers after the required serial number profile has been
entered in the material master for a specific plant.
A serial number profile must be assigned to each material that is to be serialized. This
assignment is made at plant level in the material master record.
This means that you can assign a separate serial number profile to a material for each plant.
However, a material can have a mandatory serial number in one plant but not in others.
• Can be performed
• Must be performed
• Is performed automatically
• Is not performed
• Serial numbers for which no master record exists in the system can be assigned
• Information about whether a stock validation is made for stock-relevant operations and
how the system should deal with inconsistencies.
Note that this setting can only deliver meaningful results in combination with the setting of
whether an operation requires serial numbers.
• The business operations, for which an equipment master record must or must not be
created for each serial number
• The equipment category which the system should propose for the automatic assignment
of serial numbers in the case of equipment master records
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Activities
Maintaing this setting is only necessary if you think the assignment of the serialization attributes
at operation level is too rough.
Example
For example, you can define serial number usage 'can' in the serial number profile for the
serialization procedure using the key 'MMSL' (maintain goods issue and receipt document).
For certain movement types, however, you want to ensure that serial numbers must be used.
To do this, you could define a movement type group here with the corresponding assignments
and assign this movement type group to the required movement types in the next step.
Recommendation
You should only perform settings if you really require control of the serialization attributes which
is specifc to the movement type.
Further Notes
If you do not assign any movement type group to a movement type, the system always uses the
definitions from the serial number profile which are defined for each operation key.
This equipment category is proposed by the system if the system cannot find an equipment
category in the serial number profile for a serialization operation.
Exception
If you create master records for serial numbers, the system always automatically proposes the
default equipment categories defined here.
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The internal number range of the equipment category you selected is copied automatically.
The numbers assigned via this setting are irrelevant for actual serial number management, since
you work with serial numbers or material numbers in the application transactions. The numbers
assigned here, however, are keys for the equipment file, as a basic equipment master record is
created in the background for each serial number.
For this reason, the internal number range of the selected equipment category will be proposed.
Note
You can always make only one valid entry in this setting.
Note
If the lock is deactivated, the system automatically updates the created serial numbers to the
database when internal serial numbers are assigned.
This results in gaps in the serial numbers created, as soon as you cancel the create operation
without saving . However, you can fill in these gaps at any time by creating the missing serial
numbers manually.
Further Notes
Since the indicator, as to whether stocks should be checked for individual stocks, is copied from
the presettings in the data records, for this to be subsequently changed, the existing serial
numbers must be adjusted to the changed presettings.
These adjustments are made using a report which you can start here. Execute program
'RISERNR9'
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Note the report documentation
Procedure
When you execute the function, you reach a screen in which you have several selection options.
When you choose selection fields, you reach an additional window, in which you must mark
'Variant for all selection screens'.
By choosing 'Continue', you reach another screen in which you can specify attributes for the
selections fields.
• Protected
This means that this field is displayed in the selection screen, but is not ready for input.
For example, you have a selection field with a value which should not be changed by the user.
• Invisible
This means that this field is hidden in the selection screen and cannot be used as a selection
criterion.
• Variable
This means that this field is given a variable, not a concrete value.
For example, if the selection is always performed using a certain call horizon (for example, the
current month). In this case, you would enter the variable 'current month'. The current month
would therefore be proposed as a selection criterion.
Note
Each user can also create their own selection screen. The selection screen defined by you is only
then proposed by the system, if no individual selection screen has been defined for the user
under their user name.
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If you want to define an individual selection screen for each user, and the user-specific selection
screen should be proposed automatically when the report is called up, the name of the report
variant must begin with 'U_USERNAME'.
When you execute the function, you reach the initial screen with all the selection fields.
There you can define the standard selection screen. This selection screen is then always
proposed if no individual selection screen has been defined for the user under the name
'U_USERNAME'.
The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the
relevant application transaction.
You maintain the field selection for the list by executing the report, and then choosing
'Settings' -> 'Display variants' in the list.
Note that the setting you make here for the field selection becomes a presetting, which is
then always used if the individual user has not defined their own field selection.
For more information about working with lists, see "PM - Cross-Application Functions"
in the R/3 library.
This is a list which you can call up as a serial number history from the serial number master
record.
The fields that you choose at this point are used for the field selection. Here you can define the
layout of maintenance lists or the structure display by numbering the fields which should appear
in the lists or by marking them as 'suppressed'.
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Numbering fields defines the sequence in the list, so that the field with the number '1' appears
first in the list, the field with the number '2' second, and so on.
Notes
• The individual user cannot activate fields which are selected as 'suppressed' for his user-
specific field selection.
• An individual can define his own user-specific list from the field list you have defined.
However, he can only use those fields which are numbered and those marked as 'not
suppressed' for this purpose.
• If you provide fields with a number, these fields are displayed to the user in the relevant
application transactions in the lists.
• If a user does not define his own field selection, the fields you have activated will be
displayed to him.
Bills of Material
You can set up your BOMs in this section. You will be editing the following on the basis of key
points:
• Configuration of the link with other areas (for example, Materials Management, Material
Requirments Planning, Costing and so on)
Note
Check whether the BOMs have already been configured during customizing of the Production
Planning System (PP).
If this is the case, you should only edit this section after consulting the person responsible for the
customizing of the PP BOMs.
This is particularly important in the case of central settings (engineering change management,
control data, modification parameters, default values and general data).
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You can maintain the central parameters for your BOMs in this section.
If you activate validity maintenance, you then have the option of specifying a "valid from" date
when maintaining a BOM. If validity maintenance is not active, BOMs are created with the current
date or if necessary with the internal system low date (1.1.1990).
If you activate the low date (1.1.1990), this will be proposed as the "valid from" date instead of the
current date.
• Activating management
• If you activate engineering change management, you have the option of making BOM
changes with a history in reference to a change number (in other words the state of the
BOM before and after the change will be recorded in the system).
If you deactivate engineering change management, you cannot make any changes in the BOM
with a historical record.
You only determine in this step whether or not BOM maintenance can be carried out with
engineering change management. You specify in the menu option " Determine history
requirement for BOMs " whether the use of engineering change management is compulsory in
particular cases.
Here you can define a proposed unit of measurement for the BOM header and the BOM items.
Remember that the base unit of measure for equipment BOMs and functional location BOMs is
always 'piece'.
You only use this indicator when you have activated the BOM engineering change management.
If you want to maintain BOMs from a CAD system, activate the CAD switch. This switch ensures
that an additional field appears in the BOM header and BOM item. This field tells you whether the
BOM header or BOM item was maintained from the CAD system.
Note
The modification parameters set here are valid both for material BOMs and equipment BOMs.
This is, as a rule, a one-time setting which should not be changed once the system is productive.
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Default settings
• CAD is active
Recommendation
Activities
The BOM status controls other activities in different areas (for example, engineering, costing,
material requirements planning).
1 - BOM active
This BOM can be exploded in material requirements planning, for example, and can be released
for the planned order.
2 - BOM inactive
Recommendation
SAP recommends that you accept the settings defined in the standard system. In this case, no
action is required on your part.
Activities
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This menu option allows you to define the following default values for the maintenance of BOMs:
• Base quantity
All compoment quantities in a BOM refer to the quantity. The SAP System proposes the base
quantity when you create a BOM.
• BOM status
• Size unit
The size unit entered here will be used for variable-size items if you do not maintain a unit for
them. It will be specified in millimeters (= mm).
The unit of measure of the variable-size part will be proposed when you maintain variable-size
items.
Further Notes
The default values that you enter here are valid both for material BOMs and for equipment BOMs.
Requirements
Recommendation
You should use the default value supplied by SAP for the unit of measure for variable-size parts.
It does not make sense to change this value.
Activities
• base quantity
• BOM status
• size unit
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General Data
You can define the following in this section:
• history requirement for particular BOMs depending on their usage and status
BOM Usage
You can create various BOMs for a material:
• Production BOMs
You can create a production BOM for a material that you produce yourself, for example. The
production BOM contains all the parts needed for production.
• Maintenance BOMs
The maintenance BOM contains only the parts that can be repaired or replaced during regular
maintenance tasks or repair tasks.
In this section, you maintain the BOM usage . You define which user departments (production,
plant maintenance, engineering and so on) a BOM of a particular usage can be used in.
The BOM usage must be specified when a BOM is created. If you then add components of the
BOM, you can enter for each BOM item an item status which defines the possible usages of this
special item. If you only allow the area of Plant Maintenance in theBOM usage, this means that
even the individual items can only be relevant to Plant Maintenance.
Standard settings
BOM usage '4' is supplied as plant maintenance in the standard system. This means that BOMs
defined as usage '4' are exclusively relevant to plant maintenance. Other areas such as
production, for example, cannot use usage '4'.
Note
You can create BOMs for materials within maintenance BOM management for which no plant
data is maintained. This function is only possible for BOMs that are exclusively relevant to plant
maintenance.
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Note
• BOM components that are needed by several user departments (for example, production
and plant maintenance) can also be used jointly in material BOMs.
• Once BOMs exist for a BOM usage , the usage can no longer be deleted. Furthermore,
the usage can also only be changed to a limited extent.
• The indicator that shows the usage is relevant to plant maintenance should only be used
when this is the case.
Recommendation
You should decide first of all whether you want to use separate BOMs for the individual areas
within the company or whether you want to use joint BOMs for several areas.
If you have BOMs that are related to a particular area, you can maintain the BOMs separately for
each area. However, this may involve an increase in the amount of time it takes to maintain all the
BOMs.
Use the BOM usages that have already been set up and change the item status control if
necessary. Define any further BOMs according to your requirements.
Activities
Bear in mind that the status spare part indicator refers to the production BOMS and not to the
maintenance BOMs. This means that you may not use the item status spare part indicator in
maintenance BOMs.
Requirements
BOM usage.
Recommendation
When defining the default values, pay attention to the settings allowed in the definition of the
BOM usages. The SAP System checks the consistency of the settings automatically.
In the case of maintenance BOMs, you should always check the indicator maintenance relevant.
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Note
You should at least define default values for the item status indicators that you have already
specified as required entries when defining the BOM usage.
Activities
Configure the default values as necessary for the item status of the individual BOM usages.
Example
You want to use production BOMs as a reference for plant maintenance. The item statuses
'production' and 'construction' are allowed in the production BOM. You only want the item status
'PM' allowed when the maintenance BOM is maintained.
Define for the corresponding BOM usage (reference) and the BOM that is to be created (e.g.
usage '4' for plant maintenance) the item statuses that are to be assigned to the individual items
when a BOM is created with a reference.
• If a BOM usage has default copy values, they will be followed whenever items are
copied.
• If a BOM usage has no default copy values, all the indicators that are allowed in the new
BOM will be copied when an item is copied.
Note
If you only use the item status 'PM' for maintenance BOMs, you do not need to maintain default
copy values, as the system copies all the item statuses that can be copied on the basis of the
BOM usage, which in this case is simply only the item status 'PM'.
Actions
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When you create a new BOM, the material type is checked as follows:
• The entries that are fully qualified (those not masked) are checked first. The masked
entries are checked last.
• Your choice of control indicator determines whether the entry is allowed or not.
Example:
Recommendation
SAP recommends that you accept the settings defined in the standard system. In this case, no
action is required on your part.
Actions
1. Define the allowed material types for the BOM header.
2. Enter new material types if necessary.
The entries for laboratory and office are also used by the Materials Management (MM)
component. You should contact the person responsible for the MM component before you delete
any entries.
Activities
Note
If you do not make any settings, you can maintain BOMs either with or without a history.
Once a BOM has been changed with a history, you can only change it again with a history.
Exception:
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There is a special authorization that lets you change BOMs without a history that have previously
been changed with a history.
Example
You want changes to active maintenance BOMs to be documented in the system. This means
that you must activate the history requirement for BOM usage '4' and status '1' when you are
working with the default settings.
Requirements
If you want BOMs to be maintained with a history, the following conditions must be fulfilled:
Activities
Define the BOM usages and statuses for which BOM changes must occur with a history.
Item Data
You can make the settings that relate to the BOM items in this section.
• item categories
• object types
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• Is the entry of individual sizes to be possible for this item (variable-sized item)?
No plant check is made for the material in the case of maintenance structure elements. You
should only use an item category like this exclusively for items that are used purely for structuring
maintenance BOMs.
In the case of document items, you can enter a document that you have created in the system .
Screen selection is defined for each item category by means of the item control key.
Note
• Note that you cannot combine all the features and functions with one another when you
are defining new item categories. The system carries out the corresponding checks.
• It is also important that you choose the correct item control key. Use the item categories
that exist as a guide or ask your consultant for his or her advice. The definition of new
item control keys is not supported.
Default settings
• document item
• stock item
• text item
• non-stock item
• variable-sized item
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Recommendation
You should use the standard item categories supplied by SAP. You should not change them. You
should only create new item categories when you cannot represent the required functionality
using the standard item categories supplied.
Actions
Proceed
You should plan to use only simple BOM structures with few object categories. For example, if
you do not use document administration you can easily avoid great deviance in the object
categores.
Example
----------------------------------------
M Material
D Document
' ' No object
Actions
You can mask the entries in the fields "BOM usg", Mat type BOM h" and "Mtype BOM item", in
other words you can enter an "*" (wildcard) instead of a particular usage. This then represents all
the possible usages.
The SAP System checks the material type when you enter new BOM items as follows:
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• The entries that are fully qualified are checked first and then the masked entries.
• Your choice of a "(not) allowed" indicator determines whether or not the entry is allowed.
Example
You can define the material types allowed in the creation of new BOM items as follows:
--------------------------------------------------------------------
Material type VERP is not allowed in the creation of BOM items (indicator -) for usage 1
"Production" and material type HALB in the BOM header. All other material types are allowed
(indicator +).
Requirements
• "
Default settings
All material types are allowed for the creation of BOM items for all BOM usages supplied in the
standard system with all material types in the BOM header.
Recommendation
If you use the BOM usages supplied in the standard system, you can also use the default settings
in this menu option.
Actions
Define the material types that are allowed for the creation of BOM items for each BOM usage as
required.
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Maintain Variable-Size Item Formulas
Variable-sized items allow you to record the cutting measurements for a basic material (raw
material) in the BOM item.
You can define formulas for variable-sized parts in this menu option, which can then be used to
calculate the quantity of the variable-sized part.
• If you have not entered a formula key in the BOM item , the measurements are
multiplied by one another.
• If you have entered a formula key in the BOM item, calculation occurs on the basis of the
algorithm recorded in the appropriate formula key.
Activities
The spare part indicator identifies BOM items as spare parts in production BOMs. You can create
lists of spares on the basis of this indicator.
You can classify spares on the basis of the spare part indicator (for example, A spares, B spares
and so on, and a country-specific classification of spares is possible similar to this).
Note
The spare part indicator is not needed for maintenance BOMs, as these consist solely of spare
parts.
The material provision indicator identifies BOM items for material provision. It is evaluated in
material requirements planning. You can also use the material provision indicator in BOM
evaluations as a selection criterion.
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Activities
1. Decide which types of material provision apply in your case.
2. Define the material provision indicators accordingly.
You can allow several usages for equipment , but you can only create one BOM for each usage,
in other words you cannot create a multiple BOM for a piece of equipment.
Note
You can skip this menu option if you are only defining one usage for your maintenance BOMs and
if you are not using multiple BOMs in the case of multi-level equipment BOMs (in the material
assemblies below the equipment).
• the priority with which the individual BOM usages are to be observed
Determination of the BOM usage or the alternative BOM is realized in the following steps:
• The BOM selection ID and other features defined by the BOM status are determined by
the particular application ID of the user department in each case. A BOM usage priority
order is connected with selection ID.
• An alternative must be specified within the BOM usage in the case of multiple BOMs. The
SAP System checks the alternative selected by
• plant
• material number
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• The selection of a suitable BOM usage depends on the selection ID of the user
department (plant maintenance is '03' in the standard system).
• You can define within the selection ID the BOM usage that is to have priority. To do this,
enter an order of priority for the BOM usages.
Note:
The allocation of applications ('INST' in the standard system) to selection IDs ('03' in the standard
system) is dealt with in the chapter 'Defining application-dependent selection IDs'.
Recommendation
Find out the BOM usages that you are using for plant maintenance. If you are only working with
one usage ('04' in the standard system), you only need to check the default settings.
Activities
Example:
You are using the standard application INST for plant maintenance. You can now allocate a
selection ID (03 in the standard system) to the standard application INST, by means of which
you can define the determination of BOM usages by priorities. BOM usage 4 is assigned to
selection ID 03 in the standard system with the highest and only priority. If you have several BOM
usages for plant maintenance, you define the order of the usages here. This assumes that you
have already defined several BOM usages for plant maintenance.
Standard settings
In the standard SAP delivery, the BOM usage 4 is assigned to the selection ID 03 with first and
sole priority.
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Note
If you have changed the selection term INST for the selection of an alternative, you must use the
appropriate selection term here for the alternative selection.
Recommendation
SAP recommends that you accept the settings defined in the standard system. In this case, no
action is required on your part.
Activities
Standard settings
This selection term is defined as 'INST' in the standard system and you cannot change it.
Note
If you have chosen a different term to 'INST' in the selection criteria, you must enter the new term
here.
Activities
The SAP System determines an alternative BOM for the required BOM usage by
• plant
• material number
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Note
This method of selecting an alternative BOM is not allowed for equipment BOMs and BOMs for
functional locations.
Recommendation
• Edit this menu option when you want to use multiple BOMs.
Activities
• item increment
Recommendation
You can define default values which are valid for all users by making entries for a user 'DUMMY'.
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Activities
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