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Control the SAP PM Order Type


Suppose you want to control the PM order types PM02 (preventive maintenance) to come only
from the Preventive maintenance plans.

Also, you would like to control the creation of this type of orders via the orders creation option
(transaction IW31).

Well, you can create two order types for preventive maintenance.

The first is used for orders that will be performed by internal personnel.

The second is for orders that will be performed by outside contractors (external).

You can then configured them so that internal orders are automatically released when the
maintenance plan is called.

The external orders are configured so that they are created but not released when the plan is
called. The planner then makes arrangements for the work to be done then he releases the order.

Order types in PM

Where can I define functions and settings for each order type? or at least look at the
notification type for each order type.

SPRO --> PM CS --> Maintenance and Service Processing --> Maintenance and Service
notifications --> Notification Creation --> Notification Types --> Assign Notification types to
Order types.

Tcode: OMI3

This transaction is not in the S000 menu. This is a customizing transaction .... in the IMG
menu.

Work Order Cost Control


I am trying to control costs on work orders that relate to a project that is approved for a
set amount.
We havent implemented PS yet, so we are using PM06 work order types to segregate those
project work
orders.
I am thinking to create a work order hiearchy that settles to an internal order. But, I am
not sure exactly how internal orders work.

In each equipment master related to projects assign internal order number instead of cost center.
In settlement profile give settlement receiver as order instead of cost center.

So whenever you will create order aginst that equipment system will create settlement rule for
Internal order.

If don't want to maintain this way then at the time of creating order you have to modify the
settlement rule
and assign receiver as ORD and provide internal order number.

Dipak Joshi

Impact on Business if PM Order Not Settled


What is the impact on business, if PM order is not settled. That is if settlement of the order
is not done, what
is its impact on the business process.

Manoj

The cost will go to G/l account as soon as the goods movement is done or service entry sheet is
accepted. Only thing is that the cost will not be reflected in the cost center.

Sharma Tarun

The work order is a PM cost object. It can hold costs. for example, when a time confirmation is
done, and it is saved, the cost centre in the tech object is debited and the work order is credited
with those costs.

What then should happen is settelment occurs and the work order is debited and the cost centre
in the work order operation is credited

If settlement does not occur, those costs sit on the work order. The problem with this is that
because the costs do not settle they are not transfered to the operation cost centre. In simple
terms, this then means that the cost centre of the maintainers who did the work, does not get
paid!

It also causes problems with reporting, and cost management from Controlling, and can
significantly affect your maintenance budget (depending upon your business processes)

Mick Windsor


In PM how to Return Material Backflushed
Blackflushing does not mean returning of material to stores.

With backflush infact the component allocated in BOM get consumed at the time of
operation/order confirmation.

If you set the backflush then all materials allocated to the Work Order will get issued from stores
automatically. So there is no need to do a separate MB1A or MIGO Goods Issue.

To return item to store you will have to do a reversal from WO back to stores using Movement
Type 262.

I want to issue spares in advance to engineers without a service work order....Later on the spares
will get consumed or will get returned. How do I do it...and what is the Movement type to be
used for issuing and reversing........can any one help.

Still I have problem in back flushing. Suppose I made the indicator of backflush in creation of
order, then I completed technically, then the actual cost of material not updating, (Note I have
not posted the material in MB1A) what is the problem, pls tell me.

Did you confirm your maintenance order? Unless you confirm it (IW41) your actual cost will not
be updated. Backflushing is a tool so that during confirmation you will not anymore input your
materials. System will confirm your consumption base on the order (IW31) you have created.

I believe T-Code IW41 is used to confirm the operation and not for materials. When backflush
indicator is set in the order for the components reserved then MB1A need not be done and when
we say determine cost thru the main menu, the material cost should appear.

Actually IW41 works like CO11 (PP module), when you tick the backflush indicator in the order
creation the system will automatically copy those materials when you confirm it.

Try doing these steps:

1. Create order (IW31)


2. Assign a component to the order and tick the backflush field. (make sure that the component
you assign has stock and valuated in the material master - check it thru MM03, accounting and
costing fields)
3. Check availability of material and release
4. Goto IW41, enter hours and tick the material icon on the tool bar (you would notice that the
materials that was backflush are already copied in the confirmation, try unticking the backflush
icon in IW31 and you would notice that the component field will be empty because no material
are backflushed)
5. Save
6. Check cost and it would reflect the material consumed. Actually you don't need to go to the
component field for it to confirm your consumption. It will automatically post all materials
backflushed upon saving your confirmation in IW41. In short you still need to confirm your
order, thru IW41, for the materials to be consumed. MB1A are actually used for set-up where in
the one issuing the material to the order are not the same person who is confirming the
maintenance order.

I hope this clarifies everything.

Thank you so much. Yes it works......thanks a ton.


But I have a suggestion. I did whatever you said....but what I noticed was once I reserve a
component in the order thru IW31 trasanction and release the order and go to main function and
say determine cost, the materials cost is automatically copied into the order....Yes the material
should exist in the material master.......

I feel in the same order when we want to calculate the labour charges involved in particular
operations we need to go thru IW41 and confirm the operations so that we can get the labour
charges for the personnal involved in that order.(this will be done by way of calculating the
Activity types).

Your right material cost is automatically copied into the order thru IW31 but these costs are only
planned cost. Meaning no accounting documents is being created and no materials being
consume to the order only reservations.

If you want to have the actual cost reflected you have to go thru IW41 first

Change Maintenance Strategy in General Task List


I want to change Maintenance Strategy in General Task List within Tasklist Group. E.g.
Tasklist "T3" - Counter 3 with Maintenance Strategy

"A" to "B". Tasklist "T3" has been used for several times in scheduling.

I try to use IA06, Goto T3 Header - and found Maintenance Strategy at Header was Gray.
I don't find this documentation in SAP Help.
Is it possible change Maintenance Strategy in Tasklist after created?

To change the strategy of a task list which has already been used, we should check the following
conditions.
1. The task list should be removed from all maintenance items.
2. Then maintenance package ticks in the task list has to be removed.
3. Then system allows you to change the strategy.
4. Then assign the new maintenance packages (Tick marks).
5. Now assign the task list back to maintenance items.

Trust this shall be useful to you.

Once the Task list has been created with one maintenance strategy it is not possible to change it
to another strategy type. You can delete the strategy provided you have not used it in
maintenance items. But in your case it is not possible.

You cannot change a strategy as you know, Copy the task list you want to change, then create the
new strategy on your new task list.
Then create a new maintenance item and allocation of the task list with the correct maintenance
strategy.
Then create a new maintenance plan and link maintenance item.

Maintenance strategies if I am not using any calender

While creation of maintenance strategies if I am not using any calender, then system will
use which calender days shedule plans?

Is it 365 days working?

This depends on the Scheduling indicator you choose for the Plan!

If you select "Time", then, it will be based on 365 days an year.


If you select "Factory Calender", you need to specify the FC.

Maintenance strategy.Transaction code-ip11

I entered following parameters in the strategy.

Scheduling indicator -Time


Strategy unit -MON
Shift factor for late confirmtion -60 %
Tolerence for late confirmation -100%
Factory calender w8.
All above parameters are getting transpered to Strategy Maintenance Plan (Tran.code ip42)
except factory calender.

Can any body tell me what will be the cause of problem.

Scheduling indicator = Time factory calendar does not matter


If you want factory calendar to work choose
scheduling indicator = time-factory calendar.

User Status Set Date in Maintenance order


Which table we can get the information about on which date a particular User status has
been set in a maintenance order? We get that information in Order Log, but I want to
know in which table that information is stored.

Table JEST gives the system /user status associated with an order, but it doesnot give any
information about on which date a given status was set. I tried search infomation in table
CDHDR/CDPOS but no success.

I found out the related table. Its JCDS.

I believe that¶s user status of Equipment, not Maintenance order.

He is correct. JCDS is the change document or version history of JEST which is the primary
status table.

Statuses are handled separately from the object in question since each object can have multiple
statuses and since statuses can be applicable to more than one object type. That means that the
status tables contain statuses for many different objects like equipment, work orders, functional
locations, sales orders, etc.

The status tables are based on object numbers which are a concatenation of the object type and
the table of that object. Order #816025 would be stored as "OR000000816025". Equipment
20701817 would be stored as "IE000000000020701817". Sales order item 10 of 5215 would be
stored as "VB0000005215000010".

Here are some key status tables:


JEST - Object Status
JCDS - Change Documents for Statuses
JSTO - Status Object Information
JCDO - Change Documents for Status Objects
TJ02 - System Statuses
TJ03 - Object Types
TJ04 - Status Control for Object Type
TJ20 - Status Profiles
TJ30 - User Statuses
Just to add in your valuable info on table...
TJ02T - Text for system status
TJ30T - Text for user status.

Many "check" tables (like TJ02 and TJ03) also have text tables as you've mentioned. You can
easily find a text table for another table by going to "goto --> Text table" (not to mention that
they're usually suffixed with a "T" anyway).

SAP Tips by: Tim

SAP to best handle Repeat Maintenance Jobs


Has anyone got a good idea or method how to use SAP to best handle repeat maintenance
jobs?

Actually, we are in the process of trying to sort out repetative jobs from thousands of
notifications from last few years, which is by itself an arduous task. After that maybe we
can think of a way how to handle the process to reduce these jobs to make the system more
efficient. Anyone done something like this before in your Company?

By analysing all of your equipment's and having a clear mapping about the frequencies from
your task-lists, makes the process relatively simple. You can then group the same type of
frequencies into one Maint. Plan for example.

We operate a sleek mechanism to ensure all orders are produced only on the week they're due,
using IP30 - deadline monitoring (RISHTA20) as a scheduled job.

We customised the "Sort Code" used in the Maint.Plan, in a way that reflects the frequencies as
mention above. So the scheduled jobs are then created in exact accordance with those sort codes
(i.e. frequencies). The maint. planner only has to assign which "sort code" for new plans and the
scheduled job is doing the rest.

You should think only of a Notification as a polite request for a further action, like to create a
maint. order etc. For example in our company, we don't generate any notifications, as we see
them as additional handling for no great benefit. We always create orders direct from the
scheduled job. These orders then go to the maint. supervisor's "..workflow..", and they then
distribute the orders at their discretion However, if your organisation is huge with many
divisions, then perhaps it makes sense to use notification, but only you can decided.

I always tell our project team's... Always do what's necessary and not always what is possible...

SAP PM Tips by: Tom Duffy


Recording Measuring Docs. Against Work Orders
Has anyone recorded measuring documents (for an object/measuring point) against a work
order. We can do it through notifications, but I was interested to see if someone has used
work orders to capture measuring docs. if so then how did you do it. Measurement
documents can be created during the order completion confirmation process (IW41/42).
You don't need a notification.

You are right - we can recording measuring doc via IW42 - click in the Meaurement/counter
readings button and the pop up windows appear.

You can also directly create measurement documents via your measurement points.
Identify your measurement points first and use IK11
Thanks Shirley, I forgot about the profile set up for completion confirmation config. You have to
set the profile to show the meausring doc button. Thanks for the refresher, I had forgotten about
it... :))

SAP PM Tips by : Shirley Lee

Stop Complete Confirmation (IW41) before (IW32)


Any way we can stop the complete confirmation (IW41) being done with out doing (IW32)?

This will help you on your way forward:

In the SAP standard business model, if the user technically completes the works order, the
following consequences occur:
1. Any reservations for which goods issues have physically been completed, but which have not
applied in the SAP system, are deleted. There is then no way of recording the consumption of
spares against the appropriate works order.
2. Any purchase requisitions that have not been converted into purchase orders are deleted.

The system does not provide any warning that these deletions have taken place. Furthermore,
since the system permits simultaneous completion of multiple works orders (via IW38) there is a
tendency to blindly close these works orders without adequate reviewing.

Because of these issues, I suggest the following method:

Block technical completion where there is any work planned and this has not been progressed to
a point of final confirmation completeness; this process can be further enhanced by checking that
key details on the related Breakdown/Unplanned Notification are complete.

This can be achieved by user exit "exit_saplcoih_004" when trying to do the TECO via IW38,
which broadly proceeds as follows.
1. Evaluate the works order plan against actual confirmations, and determine if the activity is
complete in quantity or by explicit completed flag.
2. Check the required fields on the breakdown/unplanned or call-out/after hours notification.
3. Confirm that no part of the tests in 1 and 2 failed. Where the works order and notification
have failed, a report can then be generated explicitly defining all activity and information that
must be completed in order to achieve technical completion.
4. If the user is allowed to override this block block, and elects to do so, then the order is closed
according to the SAP standard method. This method clears open reservations and any purchase
requisitions which have not been converted to purchase orders. I suggest a separate authorisation
for the override so that you can still achieve control via segregation of duties.

The following Business rules need to be met for successful technical completion and should to
be coded into the user-exit via your ABAP developers:
For the Works order:
- Internal operations: All final confirmations are required, or, if the operation is not to be
completed then it is to be deleted.
- External operations and spares procurement: All purchase requisitions must be turned into
purchase orders, which must be goods receipted. Alternatively, if the external spare or item of
labour is no longer required then the PR, together with any follow on PO must be deleted.
- Internal spares: All reservations must either have the final goods issue completed or those items
not required for the completion of the works order must be deleted.

For the Notification:


- Only applies to breakdown/unplanned and call-out/after hours notifications.
- Check that each of these fields is complete: the Breakdown flag, malfunction start and end date
and time. For related Catalogs details for the Notification (if you are using them):
- For notification item number 0010: Check that the following fields have been completed:
object part, failure code or text.
- For each of the notification causes: Check for a cause that is not deleted. Check that the code
or text field is complete.
- For each of the notification activities. Check that each activity is complete.

To help your developers, the following tables will need to be accessed while processing the user-
exit:

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SAP PM Tips by : Gordon
Difference Between TECO & Business Completion
TECO, mean from PM point of view the order is closed. You cannot change anything , say time
or dates in the order. But you can book a invoice say, the order contains a externally procured
items.. So you might have done a GR and your PM order work is over.. you can do a Tech and
still you can do a MIRO( ie invoice posting )

But if you do a Business Closing , you will not be able to do a MIRO..

Business closing means all the costs are posted and you dont expect any more cost posting. This
business closing is a requirment of CO. If you don't do business closing and leave the order at
TECH , the cost will recide in the order itself. As per the settlement rule , the cost should get
transfer to the cost centre you have defined. But in TECH stage the cost is still in Order. Once
you do a KO88 and then a business closing, the cost get transferred to a cost centre..

You need to make sure that all financial postings hav ben completed before doing a business
completion.

You can use transaction CO99 to Business Complete your orders. Using this transaction allows
you to select the number of days an order has been TECO'd before you business complete it. E.g
if you are confident that all financial postings will be complete within 60 days, you cal select 60
days as the retention period. This means that orders have to be TECO'd for a period of 60 days
before the system will select them for completion.

Batch completion PM orders is done with transaction CO99.


As a consequence, orders are completed if:
- Not yet administrative completed
- Technical completed longer than ³a number of days´ ago
- No open liabilities (open purchase orders ± not yet invoiced purchase orders)

In our company we do Order closing in the following way:

1. IW41 - Complete confirmation


2. IW32 - Technical completion & Business completion
3. KO88 - Cost Settlement

Tips by : Debajit, Dougie

TECO Set Deletion Flag Into The Service PR


When I am going to TECO the order system is automatically set deletion flag into the
service PR. According to business process here deletion flag should not set even if order is
in TECO status. Why this is happening and what would be remedy of this problem?

By: Graham Johnston / Bill


This is standard functionality. If the work order is finished (TECO) how can you add more costs?
My best suggestion would be to ABAP a fix to stop the TECO if there is an outstanding PR.

The requirement for a customer check at TECO is quite common, considering the standard SAP
TECO process of setting a deletion flag for outstanding external operations with requisition and
components (both non stock and stock).

Typically the user exit IW010004 is used to do this. Checks are coded to prevent TECO if
outstanding reservation components exist or where purchase materials or external processed
operations exist An outstanding purchase material or service in this case is determined if no PO
exists for the requisition line items created via the work order.

If a PO has been raised then the deletion flag will not be set by SAP for the relevant items, the
order can then be TECO¶ed and the outstanding components receipted afterwards. This
obviously raises business process issues in that by TECOing you are saying complete, so do you
really need the parts / services or is it the case that they have been fulfilled but the receipt
process follows TECO?

Outstanding stock reservation items will always be deleted at TECO unless a customer check
prevents it.

If you go down the customer check path, you should also consider how you will post process the
orders once the material components are fulfilled or turned into purchase orders. Considering
using a user status highlighting a TECO attempt so that you know which orders are complete so
it¶s easier to track those through the list edits.

You should also consider at the time of attempting TECO you may want to complete the
notifications attached to the work order and have their reference date and time stamped as the
actual completion date. Get the user exit to do this but not complete the work order (set NOCO
on the notifications).

Pointers for what you need to look at for the check at TECO:

Ô External processed operation: External control key, status of EODL at the operation, PO
exists flag.
Ô Reservation: Final issue indicator, required quantity vs. withdrawn quantity.
Ô Purchase requisition: PO exists and/or required quantity vs. received quantity.

You will also need to think about what messages are returned to the user indicating the
cancellation of TECO. You may want this as a warning or you may want to prevent TECO
altogether.

Also consider how the system will behave when you try and bulk TECO using IW38 etc.
Settlement Rule In Maintenance Order
In Maintenance Order, in settlement rule screen, there comes two lines with same cost
center that it picks from Equipment Master. In one, it is FULL and other Periodic. What
does it means or if there is any discrepancy?

If work is compleated 100% in one instant we will do the settlement rule in full, other wise if
work is compleated half we will go for PER and remaining activity may be settelment rule other
PER.

Maintenance Order settlement rule having 2 lines that is Per & Ful. Peroidic Settlement- in this
settlement rule system settle whatever cost occurs upto today & suppose in future if you want to
charge some more cost on the same Maint. Order then system will accept it. And when ful or
Final settlement runs the rest of the cost will settle to the cost receiver.

But if you run final settlement then in future you will not able to chargeany cost to the same
maint. order.

Does this means everytime when we are completing the Order we have deleted one of these
two lines.

You need not to delete any line whether this is PER or FUL.

Its depends upon the settlement job which is done manually or schedule batch job. Suppose you
has created schedule batch job for PER and FUL both. And the schedule frequency of PER is
weekly and schedule frequency of FUL is monthly.

Just think that you have created one planned maint order on 2nd of December. And this job will
start on 12th of December to 13th December and you have mentioned spares, internal manpower
& contract in the maint order.

Now stores deliver the required spares on 10th of December and its cost is 10 lacks. Your
internal manpower cost is 10,000/= INR and it is booked through IW41 on 13th of December.
External / contractor cost is nearly 1 lacks and for this S. E. Sheet created on 20th December and
accepted on 23rd of December.

Suppose the PER settlement job runs on 8th of December. So next PER settlement job will run
on 16th December. This settlement job will settle the spares & internal manpower cost to cost
receiver. Now next PER settlement job will run on 24th December. But this job never settle the
remaining cost of the maint order because the PER settlement already finished.

So the remaining cost of the maint order will settle when FUL settlement job will start. When
FUL settlement jobs runs system checks all the Maint. Order which is created in this month and
carry any cost which is not settled then this cost will settle through FUL settlement.

*-- Rajiv Ranjan


PM Users Not To Change Value In Settlement Receiver
How can I prevent users not to change the settlement receiver of a mainatenance order?

I created a settlement rule that only cost center is allowed and assigned it to the
maintenance order. Now I want the system to allow only cost center that were defined in
the equipment master and nothing else. User will not be allowed to change the value in the
settlement receiver.

by : Mujeeb

Make this following setting your issue will be solved.

IMG: PM/CS --> Maintenace & Service Processing --> Basic Settings --> General Order
Settlement --> Maintain Settlement Profiles.

Select 40 Maintenace order and make the following changes as shown:


Integration Between PM, QM and PP in SAP
What is the integration between PM and QM in SAP?

There are many interwoven activities.

Let us consider one practical issue of Spare Parts purchase.

We prefer to inspect incoming material for compliance of our requirement.

1.While creation of material master, tick the 'Post to insp. stock' box in the Purchasing Tab.

2. If we do not want a task list / Result recording oriented inspection, in Quality tab, choose
appropriate selections,

3.When that Spare is received, it will go to Quality Stock.

4. Maint. person can check it and transfer the stock to "Unrestricted Stock" through MB1B via
261 movement, giving a reason as Accepted after Inspection or Rejected.

5. Above procedure is a practical example of PM QM integration.

Tips by : Jamez Prabahran

Real SAP PM Ticket Raise :

When I schedule an equipment for preventive maintenance for a particular day say after 3-
months, for that particular day, PP people will also schedule for their production, which
should not happen. In equipment master data, if I put the PP work centre, it should solve
the problem but I do not how is it going to solve? Another problem is PP people wants to
create work centre as group of equipment but I will schedule only one equipment for
preventive maintenance. So, if I put the group of equipment as work centre but I will
schedule only for one equipment and when PP people will schedule for their production,
machine availability of all the machines will be shown as zero?

In the equipment Master, under the location tab, mention the PP work center, and in the task list
under the Header give the system condition "0" ie M/C not in operation, before doing this in the
custimosation under Maintenace and service order---general data---- "Create System Conditions
or Operating Conditions" check the box for PM reservation.so when ever a maintenance order is
raised against that equipment, it will block the prod.

One doubt still remains that if PP people takes work centre as group of machine (say there are 4
lathe machines, now they want to take work centre as lathe for the whole group). So, if I enter
this work centre in the location tab pages of the equipment master (in one lathe machine),
whenever maintenace order is raised for only one lathe, will it block the production for the whole
4 nos of lathe machines or only for one lathe machine.

Since the order is raised against only one equipment, the work center for that particular
equipment will be blocked.

Tips by : Giri

The linking is like this (my understanding)

PP work center is recorded in the PM equip master and PM order is created/rel for that particular
PM equip.

a. If 4 m/cs together are defined as one PP work center and each of these 4 m/cs are individually
defined as PM equipment and this PP w/c is recorded in each of the 4 PM equip master then a
PM order for any or all of these PM equip will affect the PP w/c

b. If 4 m/cs have one to one relation as PP w/c and PM equip and have been respectively entered
in the each equip master then whenever a PM order is created for a particualr equip only that
particualr PP w/c will get affected.

Define the relation between the PP w/c and the PM equip based on how it is required for the
business.

Tips by : Hari

How to configure the integration of PP and PM, where it is being done in SPRO, what are
the pre-requisite and what are the steps.

By Bala:

In SPRO - Under Maintenanace and Service order ---> general data ----> "Create System
Conditions or Operating Conditions" --> check the box for PM Reservation.

In the equipment Master,

Under the Location tab, mention the PP work center and

In the Order Header data,

Give the system condition as "0" ie M/C not in operation.

SAP PM Integration With Other Modules


MM-PM Integration
Tell me the integration of MM-PM , and generallyin what type of scenarios, and in which
industries .

The integration aspects of MM-PM are:


1) for non stock materials requirement, purchase requsition can be created from the plant
maintenance order. PR is converted to the Purchase order. when ever goods receipt is done , the
cost is directly booked to the plant maintenace order.
2) for stock materials requirement,,reservation can be created from the plant maintenance order
and the material can be issued to the order against the reservation.
3) Like materials , for services also PRs can be created from the plant maintenace order.

Another integration is BOM - Bill Of Material.


With Equipment BOM, you can create a list of material through which equipment is created or in
othre words you can mention the spares that you may require during the maintenance of the
equipment.

FICO-MM-PM Integration

Explain the integration points between PM and MM/FICO during the PM configuration.

Below are some integration aspects:

Integration with MM:


1.Material master record for Batch Managed material as Equipment
2.Reservations and Goods Issue for Maintenance Order
3.Material valuation class/types for refurbishment materials as equipment
4.Triggering PR from Maintenance Order

Integration with FICO:


1.Asset/Sub-Asset numbering in Equipment Master Data
2.Activity based costing for Operations performed through Maintenance Order
3.Settlement of accrued costs in Maintenance Order to G/L Account,Cost Center, Asset etc., *-
- Ravi

?   


  
The way to control maintenance budget in PM.

by : Santosh Satapathy

Maintenance budget

1) Hi, I just see some desperate attempt to know about maintenace budget and control but I hope
can clear you all. Budget and control of order can be done to all the order type of sap pm orders
functional background
As we know when creating equipment in maintenance master data we are using two work
centeres one is location work center and the other one is responsibile work center. The location
work center describes the line or area or section of production the equipment belongs and in the
order the work center we maintain it maintains the cost per activity we define.
Suppose our maintenance team goes and do some work, say for two hours, so for this activity
type what is defined in the controlling will be debited from the production line or section or area
as it is maintained in pp. Of cousre when we settle the order and at the same time from the
budget that much of fund deducted

Integration Part
a) actually this is done by co people
b) go to trans koab
c) tick the commit management in control indicators
maintain co-partner as semi active
you can maintain other things as maintaenance status and settlement profile
d) you should maintain object class as overhead costs orif you have service module you can do
profitably analysis
e) you must maintain collective order without automatic goods movement
f) you can maintain status profile as your wish
g) for residence time i amintaied one month

2) then you have to maintain budget profile


for maintaining budget profile you have to goto trs ok0b
crate a budhet profile these are co people job

3) go to oioa here you assign budget profile to order type

4) in mantain budget profile


time frame -past means how many years past you can plan here start year is the referenace
point
same with future
you must tick total values
annual values
exchange rate should be m-standard translation at average rate
activation type should be 1-automaticactivated when budget allocation done
budgeting currency-i choose controlling currency

5) then go to ko22 and assign the budget profile to order or group of order

This is the way I maintain budget for pm orders

PM Orders and Change Documents


How to activate change documents fuctionality in order to know who changes PM order?
by : Gina

In T code OIOE for your plant and order type you have to mark the change documents for
material, order header, change documents etc

Change documents records the changes to the order header are displayed in the form of an action
log. Therefore, if you want to know who released or completed an order, you must enter an X
here for the relevant order type.

Change document is activate for the combination of planning plant and order type.

Path:-
Plant Maintenance and Customer Service --> Maintenance and Service Orders --> Functions and
Settings for Order Types --> Define Change Docs, Collective Purc. Req. Indicator, Operation
No. Interval

How to active the action log for goods movement in PM?

Check in the following path:-


IMG -> PM/CS -> Maintenance and service processing -> Maintenance and service order ->
Functions and settings of order type -> Goods movement for order -> Define Documentation for
Goods Movements for the Order

What is equipment category change documents indicator. What will happen if I set this flag
in SPRO?

If you check mark change documents then system will create the documents in which you can
find the information who ,when and what has changed in the equipment master records.

You can find the change documents in IE02 -> Extras -> Display changes

?        


?  
Our client want to cost level approval required on order. For example PM order cost is
10000 then manager will approved order if cost is above from 10000 then HOD and also
manager both will approved PM order. Is any method in ECC 6.0.

i) Ensure only one Permit category maintained in SPRO --> Plant Maintenance and Customer
Service --> Basic Settings --> Permits --> Define Permit Categories.

Or else permit will not work for approval system.

ii) Create Characteristics for ³Total Planned Cost´


Basic data :

Data Type : Currency, No of Chars : 15 and Decimal Places : 2 ( Any way these will Get
defaulted after once you are referring the field Total Planned Cost PKOSTEN.)

Currency : INR.

Value assignment : Single , Interval Values allowed Checked ( Since we are defining approval
values in the range).

Values : Blank ( Since we are picking values by reference fields)

Additional Data :

Reference to table : CSEVPERMIT, Field Name : PKOSTEN, Value assignment : Not ready for
input.

Save the characteristic ³Total Planned Cost´ .

iii) Create a class ³PM_PERMIT_VALUE´ with class type : 049 Licenses.

And assign the above created characteristic to this class.

iv) Ensure only one Permit category maintained in SPRO --> Plant Maintenance and Customer
Service --> Basic Settings --> Permits --> Define Permit Groups (PM) and assign above created
class ³PM_PERMIT_VALUE´

iv) Go to IPMD --> change Mode --> create new entries --> Assign class PM_PERMIT_VALUE
--> Go to classification in the header.

Here you have to assign the value range for which you want different levels of Approval:

Release Group 1 : Value range 0 to 10,000 INR. This range we need to assign in value
assignment for the above class and Object release group1.

Now When you are creating a Maintenance order automatically based on the value range system
will pick up the required permit in to the order, then you can control authorizations by basis
team.

I am maintaining one equipment which needs the approval for the maintenance based on
the hierarchy (From bottom level to the top level). Also it is required the information about
the status of the equipment whenever it is going for approval at each level. Once the
concerned person is approved at his level, the mail should trigger to the next level person so
that he would come to know the updated status of the equipment to enable further
approval.
1. Is it possible to map in PM as a sign of approval for maintenance in equipment master or
by any method ?
2. Is it possible to trigger the mail automatically once the concerned in charge approved his
part ?

Plz find the mentioned user status for order approval, admin, financial approval before release.

1. statno status text low range higher range

a) PFA Pendi Apprv 1 3

b) ADMA Adm apprv 2 3

c) FINA Finan apprv 3 3

Now your object type;- is order

for PFA:- Select this is initial status

for ADMA;- Select business transaction ;-release mentioned forbidden button, create
authorization key1 and give it here for this status

for FINA:- Select business transaction:- release mention allowed button create authorization
key2 and give it here for this status

2. Assign this key in authorisation profile and this is mentioned in role and for this role user is
assigned. Take basis help from here.

3. Now it will work in this way ;-

a) when your order is created, your initial user status is PFA,

b) after saving, it goes to admin dept, for admin approval, user has to change the user status
manually - here system checks wither the user is authorised to perform this function via key.
This user cannot release the order.

c) then order is checked financially and user status is changed manually to FINA, and once order
gets this status order can be released by this users mentioned in business transaction

Automatic Mail is possible through work flow.

        


By : Sameer
These are the steps regarding refurbishment order:

Steps for Refurbishment order:

1. The order use for repairable spares ( combination of material and serial number, for which an
equipment master record can also be created. )

2. The repairable spares disentail first & change the valuation type Defective. ( In case of
valuation types are new, refurbished, defective )

3. Creation a Refurbishment Order


a) The header data screen appears for the refurbishment order, enter the material number.
b) In the section Quantities, enter the total number of repairable spares which should be
refurbished for this order.
c) The plant and storage location from which you want to withdraw the repairable spares to be
refurbished ( Valuation Type : Defective )
d) The plant and storage location to which you will return the repairable spares to be
refurbished. (Valuation Type : Refurbished )
e) Save the refurbishment order.

4. The employees responsible for the refurbishment withdraw the repairable spares to be
refurbished from the warehouse, along with all the other materials scheduled in the order that
you require for the refurbishment. The goods issue is entered. ( Movement Type 261)

5. The employees responsible for the refurbishment enter completion confirmations for the
refurbishment order. These completion confirmations provide an indication of how much work
has been done.

6. A goods receipt ( movement Type 101 ) is posted for the refurbished repairable spares. This
automatically updates the valuation type (Refurbished) in the serial number master record. The
repairable spares are now in full working order again and can be used.

7.The quantity delivered is displayed in the order header.

8. Refurbishment orders can be settled to the material to be refurbished.

9.The order balance is subsequently settled to the material account according to the current price.
( The material price for that valuation type i.e. refurbished is update )

For creating refurbishment order for material, you should have 3 valuation types for material, e.g
C1-New, C2-Refurbished, C3-Defective, these valuation types are defined in system by MM
consultant.

      ?   !


How to remove the tasklist data that are marked for deletion completely from the system?

Please use transaction code IA25


Click YES.
Press Continue button.

After this log go to back.

And see in the task list.

* 
 
 "#$  ?  
In calibration plan when we create with functional location and equipment, while releasing
order, inspection lot is not creating. But same when I use only functional location, it is
allowing to create inspection lot. *-- Haresh Patel

Please check following configuration and try it :

SPRO-->Plant Maintenance and Customer Service-->Maintenance and Service Processing--


>Maintenance and Service Orders-->Functions and Settings for Order Types-->Assign
Inspection Types to Maintenance/Service Order Types

and put inspection type 14 against ORDER TYPE PM05


Viewing Documents in Planned Order
I have attached a document against a functional location. I can see this getting pulled into
the automatically created works order in the header. However I am not able to view the
document from the order. When you double click into it shows me the document number
etc. but I cannot double click etc into the document. I¶m not sure if it¶s an authorisation
issue.

By: Graham Johnston

When you assign a document to a functional location it will travel wherever that functional
location is assigned. On a work order or notification you should see a button next to the
functional location.

Once you click on that button it will list the documents.


All the user does then is double click on the attachment and the file opens.

This button as far as I know is standard SAP and appears when a document is assigned if you
aren¶t seeing it then I don¶t know but if you see a blank window with no document once you
click it then check your authorisations and you may have to set up the authorisation checks by
transaction in SU24.

SU24

How To See The Material for Preventive Maintenance


How can I see the material for preventive maintenance for next one year, (no order is
created for next one year) and what is the use of IP19 (stimulation)? It will give the value
added for this requirement?

By: Graham Johnston

To report material required in the future in Maintenance Plans first of all they have to be
assigned to the task lists that is assigned to the Maintenance Items. The report I use is IP17
where you can list the Maintenance Items using functional location, equipment, planner group
etc. Select the items to be analysed and select ³Cost Estimate´. Add your period of analysis and
the report looks like below. The report is based on the cost elements assigned to the parts of the
task list e.g. Internal labour, external labour, internal material, external material etc.

The second question about IP19. This is a graphical representation to when the work orders will
be due in the future. This report is good if you just want to see how your preventive work will
look and clash with others for work load. There are some good graphical options for resource
loads per month, week & daily just select the relevant button (see below for graph). Have a play
because you can get some good reports from this transaction.