Configurable Tasklist

Introduction:
Often there are requirements like having a common large tasklist for a category of equipments and choosing
the operations selectively into the Maintenance Order depending upon the equipment specifications on which
the order is being made.
Let me explain with an example:.
Suppose there are 100 motors falling into 6 categories as under:
SN

Type

Capacity (KW)

Population

Squirrel Cage Induction

(SQI)

5.5

20

7.5

30

11.5

Slip Ring (SLR)

5.5

10

7.5

15

11.5

20

Now the operations to carry-out the work on these machines vary with different ratings (specifications), often
due to the variance in the amount of work involved.
We can have all operations of such 6 categories of 100 equipments in a single large tasklist, yet use in
maintenance orders created on these equipments.
i.e., While creating the maintenance order, system would choose only those operations from the tasklist which
are relevant to the equipment on which the order is being made .
Such tasklist is called a Configurable Tasklist.
Lets assume the common large tasklist (General Maintenance tasklist) we have for all these
motors is the one shown here, which is to be configured.

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Configurable Tasklist

Now let us see how, the tasklist is configured.

1. Create the characteristics (CT04)
Create a capacity characteristic for MOTOR_CAP.

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Configurable Tasklist

Now, specify the values and save.

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Configurable Tasklist

Similarly create a Type characteristic for MOTOR_MDL.

Specify the values and save.

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Configurable Tasklist

2. Create a class (CL02) ,

Say class MOTOR_TYPES (type '300'),
Assign characteristics created above and save.

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Configurable Tasklist

3. Object dependencies (CU01)

Create object dependencies as below:
Here dependency SQI5.5 illustrated.

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Configurable Tasklist

Go to Dependency Editor and specify the dependency as shown here.

Come back to CU01 initial screen and set the Status to 'Released'
Similar dependencies to be made for all combinations of Capacity and Type, viz.,
SQI7.5,
SQI11.5,
SLR5,5,
SLR7.5 and
SLR11.5
Here another illustration is given for dependency SQI7.5.

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Configurable Tasklist

Come back to CU01 initial screen and set the Status to 'Released'

4. Tasklist configuration profile (CU41)

Create a Configuration Profile selecting General Maintenance Tasklist.

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Configurable Tasklist

Create as shown below.

When you click on Class assignment icon (2) above, you will be in the screen below.
Here, do not give values in the Characteristic value fields and Do not forget to select the 'Std Class' check-box.

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Configurable Tasklist

5. Assign the class to equipments (IE02).

Assign class MOTOR_TYPES to the these 100 equipments, with respective characteristic values
as shown below:
(Go to 'Class Overview' screen and assign)

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Configurable Tasklist

6. Assign the dependencies to tasklist operations (IA06):

As shown here:

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Configurable Tasklist

Assign dependencies to all the tasklist operations which are equipment specific, in a similar way.
Leave the common operations untouched.
Now, the configuration is complete.

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Configurable Tasklist
Lets see what effect this exrecise has while selecting tasklist in an order (IW31/32).
Menu : Extras --> Tasklist selection --> Direct Entry
In the popup, give the Tasklist group and counter, as shown.

In the resulting screen, give the characteristic values of the order equipment,

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Configurable Tasklist

Click Back and go to the operations tab.

Here is the result:

System has chosen the relevant dependency operation (0040) and two operations, where no
dependencies were specified. (0070, 0080).

This work can be extended to a tasklist of 100's of operations covering 1000s of equipments.
In my experience, very common application has been in Repair shops where equipments like Motors are
repaired. Here very few numbers of Configurable tasklists are maintained covering 1000s of motors.
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Related content:
http://scn.sap.com/docs/DOC-44023

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