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Equipment Master in SAP PM
Equipment Master in SAP PM Definition: An individual, physical object that is maintained as an autonomous unit. You should create a machine as equipment, if and only if you want to track its maintenance history and cost of maintenance periodically. How to create Equipment in SAP PM: Step 1: Run t code IE01 to create an Equipment, or go to Logistics > Plant Maintenance > Management of Technical Objects > Equipment > IE01 (General) Step 2: Create Equipment – Initial Screen will appear. Here you can select the relevant equipment category. Generally we use „M-Machines‟ category. Other Equipment Categories available in standard SAP are: P-Production Resource/Tools, Q-Test/measurement equipment S-Customer equipment Step 3: Press enter and go to equipment master data main screen. Step 4: Enter the short text (not more than 40 characters). There is option of entering long text also. Step 5: In standard SAP there will be four tabs- General, Location, Organization and Structure. You may add more tabs as per client‟s requirement. Complete layout of Equipment Master Data can be configured in SPRO.
SAMSUNG etc. To bring the class. This class name is very important because it allows you to classify your technical objects into various classes in such a manner that you can maintain their specifications. Create a class with name MOTOR. Once you assign the class to the equipment all the characteristics will be available to the equipment. Consulting Tip: Always recommend to use Authorization Group. then you may choose to scrap out the equipment. In such cases create Authorization ELE and MEC and give authorization to respective user. Object type is a division of technical object for precise description. and start-up date also. SIEMENS. General Data tab is divided into three parts General Data. click on the Class Overview button. Size. Pump. 50 KW etc. For ex: Suppose there are 1500 motors in your plant and you want to maintain their specifications such as Voltage. Step 7: Here we should enter object type. Step 6a: The first filed is Class. where you can maintain its values like 440 Volt. Step 9: You can enter Weight.Step 6: Click on General Data Tab. For example: ABB. then you may select object type as Motor. inventory no. This field is grey out (Display mode). Step 10: In Reference Data you may enter the Acquisition value (with currency) and Acquisition date. This is Text field. Then you must use class and characteristics. Authorization Group can be configured in SPRO. This field can be configured in SPRO. For example: If Equipment Category is “M‟. Consulting Tip: This field is important because in future you can compare the maintenance cost and acquisition value on real-time basis. Step 8: Enter Authorization Group. Dimensions. Step 11: Then enter the Manufacturer Name and other details. if Client wants that Electrical Department users should not be able to see Mechanical Equipment and vice-versa. Users who have the Authorization group in their role will be able to access and process that equipment. L&T. Current. power etc. Turbine etc. 45 Ampere. . If Maintenance cost exceeds the Acquisition Value. Now select the Class type 002 for equipment. Authorization Group is used when you want to give access to certain users to process data. Afterwards enter the class. Reference Data and Manufacturing Data. Create the specifications as characteristics and assign them on the class.
This will allow the Production in-charge to see which equipment will be under maintenance in future.Consulting Tip: This field is very important. in order to avoid the clashes between the production activity and maintenance activity. because there is an SAP Standard Report MCI3 based on Plant Section. Step 13: Enter the Maintenance Plant. It is configurable in SPRO. because there is an SAP Standard Report MCI2 based on Manufacturer. We can also include the name and contact no. Step 17: Enter the Work Center from the drop down. Now. Therefore it is available in all the maintenance order and notification . Admin etc. Thus. he/ she will not plan production with that equipment. For example: A – Very Critical.Medium Critical. It is a text field. However. Step 18: Enter ABC Indicator. Whenever. Integration: Assigning PP Work Center in the Equipment Master in an integration of PM and PP Module. Step 16: Enter Plant Section. Consulting Tip: ABC indicator must be entered with equipment. Location is configured in SPRO. ABC indicator automatically copied to the notification or maintenance order. It indicates a specific room for asset or machinery. This field can be used for information purpose. Step 14: Enter Location. B. Step 12: Click on Location tab. of Production In-charge of respective plant section. Consulting Tip: This field is very important. ABC indicator can be used to define the criticality of technical objects. It is generally used in Real Estate Industry. Select the Maintenance Plant where equipment is physically installed. Consulting Tip: This field is very important. This field is configurable in SPRO. Location can be Production Area. Plant Section indicates the production area in maintenance plant. Warehouse. This work centre is actually PP Work Centre linked to the maintenance equipment. because there is an SAP Standard Report MCI3 based on Location. it is needed to link the PP work center and maintenance equipment. Step 15: Next field is Room. maintenance department does maintenance activities on the same equipment. Production department uses the equipment to produce goods. we execute any maintenance activity in SAP. C-Non-critical. Production in-charge can see the scheduled maintenance activities in the Planning board.
then we will have to enter the company code manually from drop down list. Cost center the organization element where entire cost of maintenance is settled. This configuration is available in SAP FI configuration nodes. whenever any new asset is created with a certain category. Planner Group. If you have entered the Maintenance Plant in Location tab. main work center and catalog profile Step 21: Enter Company Code. Like Equipment Master in SAP PM Module. Step 20: Click on Organization tab. This will help in tracking and filtering of notification in reports. then planning plant will automatically copied to it. However. Sort field is a simple text field. Once a one-to-one relationship is established between Asset and Equipment it makes very easy for Finance department to track the depreciated value and maintenance cost of an equipment. Every asset requires integration with the respective Equipment. which can be used for tracking of equipment. there is an Asset master in SAP FI Module. Integration: This I is an integration of SAP PM Module with SAP CO Module. Step 22: Enter Assent number. Account assignment contains the company code. how many critical equipment are under maintenance? This can also help in const control and cost reduction. This entry is important because cost center entered here is automatically copied to the respective maintenance notification and maintenance order. we can see how many equipments with indicator A are under maintenance i. Integration: This is integration with Finance Module. cost center etc. if there is no entry there. Based on organization structure business people can easily decide the respective planning plant for the equipment. Integration: This is an integration of SAP PM Module and SAP Finance Module. Organization tab is divided into two parts. Account Assignment and Responsibilities. This entry is important because when production in-charge creates any notification with reference to equipment. asset no. Consulting Tip: We can configure the asset and equipment synchronization. Assent is created by Finance department.reports. . Responsibilities contains Planning Plant. automatically it will create new equipment with a certain category and vice-versa. Planning plant can be configured in SPRO. Cost Center is SAP CO Master Data.e. Step 19: Enter sort field. For example: In IW38 report. We can use them for further analysis. Planning Plant is the plant where entire planning of maintenance activities carried out. It means. It is created by controlling department.. Step 23: Enter Cost Center. then company code of that plant will automatically appear here. Step 24: Enter Planning Plant.
MEC – Mechanical. An equipment specific catalog profile will have catalog codes related to that equipment. This helps in tracking and reporting on main work centre basis. main work centre is automatically copied to it in the responsibility sub-screen. It can also be created as 100. Consulting Tip: Generally Planner Groups are created like ELE – Electrical. Step 27: Enter Catalog Profile. But there is a small icon at the right extreme of functional location field. Step 29: This is the time to install this equipment to the respective functional location. a new window will pop up.. IW69 etc. Planner Group is created with respect to planning plant. You can not enter this field. Step 26: Enter Main Work Centre. Here you can enter the functional location from drop down. If you want to transfer all the master data like ABC indicator. If there is a catalog profile for notification then equipment specific catalog profile will override notification specific catalog profile. IW39. Main Work Centre is the group of persons or machines responsible to execute the maintenance task in the field or plant area. Catalog Profile contains the catalog. Functional location field in this tab is grey out (Display mode). Step 25: Enter Planner Group. catalog codes and code texts. It should always be recommended to have a scope of expansion while creating planner groups. planning plant. Asset no. and 300 up to 999. IW65.Consulting Tips: This field is important and must be entered because there are many reports based on planning plant. CVL – Civil etc. We can see how many maintenance jobs are pending on a particular main work centre. MECHWRK etc. 200.Cost Center. You can also enter the superior equipment and position of equipment on the functional location. It is configured in SPRO. planner group etc from the functional location then there is no need to maintain all the . MECH0001. catalog groups. We must enter the planner group in equipment master because we have SAP Standard Report MCI4 based on planner group. planner group is automatically copied to it in the responsibility sub-screen. IW29. Click here. At the bottom of this window there is a button Install with Transfer. When we create a maintenance notification. IW38. INS – Instrumentation. When you create a notification or maintenance order with reference to equipment. This helps in tracking and reporting on planner group basis. equipment specific catalog profile will be available to for maintaining the technical history in notification. When you create a notification or maintenance order with reference to equipment. This button is very important. Planner Group is the group of persons who are responsible for planning of maintenance activities. It is a generally created like ELEC0001. Step 28: Click on Structure Tab. For ex: IW28.
it will assign a system generated number. Now at the time of maintenance you can open this list in the maintenance order in the component tab. Here system gives an option to maintain the technical id no. brush etc. You can also assign external number. Once you save your equipment. This is a simple text field. Step 32: Next field is Construction Type.master data entries in equipment. of technical object as per the engineering drawing or any other number. . but this depends upon the number range definition in SPRO. Construction type is a very important field. superior equipment and position field will have values. System also gives option to the users if they want to copy only specific fields from functional location like user want to copy only planning data not the account assignment. All the entries are completed. This material bill of material will have all the materials which are commonly used during maintenance like cotton waste. Now you can SAVE your Equipment. Simply enter the maintenance plant and come to structure tab and enter the functional location and click on this button. Here you can maintain the material bill of material. silica gel. Step 31: Enter Technical ID no. There is a button with a flower on it at the bottom of component tab with name “List”. lubricant. All the master data will automatically copy from functional location to the equipment. Step 30: Now functional location. This reduces the efforts to maintain entries in equipment master.
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