Plant Maintenance Customizing IMG – Implementation guide for (R/3) customizing

Implementation Guide for R/3 Customizing (IMG)
The IMG (Implementation Guide for R/3 Customizing) • • Lists all actions required for implementing the SAP System Helps you to control and document the implementation

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).

Plant Maintenance and Customer Service
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
Topics : Basic Settings, Technical Objects and Bill of Materials 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 on the implementation of Plant Maintenance 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.

1.1 Basic Settings
In this step, you maintain the settings that cannot be directly assigned to any master data area. 1.1.1.a Maintain Authorizations for Master Data 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
To assign an authorization profile to a user, do the following: 1. Create an activity group 2. Enter a description 3. Select transactions 4. Create and edit authorizations 5. Assigns users and compare the user master (in doing so, the profile is entered in the user's master record) 6. Transport activity groups, if desired Detailed documentation For more information about the procedures, see transaction 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.

Functions for... Process equipment I_BEGRP Authorization group

Authorization object

Classify equipment Process functional locations 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 C_TCLA_BKA Class types

I_IWERK PM planning plant I_SWERK Maintenance plant I_BETRVORG Business operations I_INGRP Maintenance planner group I_KOSTL Cost center Classify functional locations Process network links C_TCLA_BKA Class types I_BEGRP Authorization group I_IWERK PM planning plant I_SWERK Maintenance plant C_TCLA_BKA Class types M_MATE_STA Maintenance status M_MATE_BUK Company code M_MATE_WRK Plant M_MATE_VKO Distribution channel M_MATE_LGN Warehouse C_TCLA_BKA Class type C_STUE_BER Bills of material I_SOGEN Permits

Classify network links Material

Classify material Bills of material Process permits

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Page 5 of 85 .Process measuring points I_BEGRP Authorization group Authorizations for preventive maintenance Maintenance plans I_INGRP PM planner group maintenance item I_KOSTL Cost center for maintenance item I_BEGRP Authorization group Authorization for PM task lists Task lists I_ROUT General task list maintenance I_ROUT1 Task list authorization detail Authorizations for notification processing PM notifications I_IWERK PM planning plant I_SWERK Maintenance plant I_QMEL Notification types I_VORG_MEL Business operations You can obtain an overview of the possible operations using transaction 'OIAH'. Classify notifications C_TCLA_BKA Class types Authorizations for order processing PM orders C_AFKO_AWK Order types C_AFKO_DIS MRP controllers C_DRAW_TCD Documents transactions C_DRAW_BGR Authorization group documents I_IWERK Maintenance planning plant I_SWERK Maintenance plant I_AUART Order types I_KOSTL Cost center I_SOGEN Permits I_INGRP Maintenance planner group I_VORG_ORD Business operations orders You can obtain an overview of the possible operations using transaction 'OIAH'.

Note The authorizations listed here refer to functions in Plant Maintenance. select Authorization -> Create b) Enter the authorization and a short text.Classify orders Comp. 5. authorizations are provided for all authorization objects of the application.b Define User Status This section explains how to adapt general SAP status management to your requirements. b) Select an object. 3. Remember that your users may need further authorizations to edit business processes. Confirm your selections and enter the correction number. Select the object class. 4. You see the list of authorization objects. create new authorizations: a) To do this.1. Choose Authorization -> Transport. 2. If necessary. You see the list of authorizations for this object. You transport authorizations as follows: 1. Select the authorizations you wish to transport. Display the list of authorizations. Check the delivered authorizations as follows: a) Select the object class for the application. c) Select a field to maintain individual field values.confirmations I_IWERK maintenance planning plant C_TCLA_BKA Class types Standard settings In the SAP standard delivery. 2.1. d) Save and activate the new authorization. Activities 1. You will find for authorization objects • • Maintenance authorizations Display authorizations The delivered authorizations are valid for all organization units. 1. General information on status profile and status management Management of the different statuses in the SAP System is divided up according to Page 6 of 85 .

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. Business transaction . 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. Every status profile contains one or more statuses allowed. 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.business transactions Another table defines the business transactions that are allowed for each SAP object (order. These business transactions are maintained by SAP and cannot be changed. Every status profile must be allocated to at least one object.• • 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. also predefined by SAP. In the status profile you can • define your own statuses (user statuses) and document their function in a respective long text Page 7 of 85 . Objects . equipment and so on). They are referred to as system statuses. Status profile You can define your own status profiles in menu option "User statuses".system status A further central table. This allocation is also predefined by SAP. For each of these statuses. These statuses are maintained by SAP and cannot be changed. you can determine the system response within the business transactions predefined by SAP.

These limit the order number interval from which the following user status can be chosen. However. the user status can always be set.• 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 define which operations are allowed or prohibited if a certain status is active • • • Status number You can define a status order number for every user status. you must also specify a lowest and a highest status order number for the status. If you assign a status order number to a 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. there can only be one user status with a status order number active at any one time. Example of status order number Example of equipment status SAP supplies the following business transactions for equipment: • • • • set deletion indicator cancel deletion indicator install equipment dismantle equipment Page 8 of 85 .

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 specify a status profile as a default value for each equipment category. You can also determine in status maintenance whether.1. Maintenance objects for which status profiles can be maintained: • • • equipment functional locations maintenance notifications Note In the menu for the configuration of equipment. for example. When you set or delete a user status .c Create Authorization Keys for User Status Authorizations 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. In addition to the status profile and the object type. the system checks whether the user is authorized for this action. In the general authorization maintenance you can then assign authorizations for this key via the authorization object B_USERSTAT. the system also checks the authorization key assigned to the user status in question. Activities 1. When the system sets a user status as a reaction to business transaction. it does not perform an authorization check. Example You want to define that certain user statuses can be changed only by a specified employee group. Page 9 of 85 . only a single status profile is allowed. For maintenance notifications. create an authorization key and assign it to the relevant user statuses. To do this. 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. Check whether you want to define authorizations for your user statuses. 1.1. Actions Define the user statuses for the individual maintenance objects.

You can set up the statistics file again with report 'RMIPS000'. If necessary. 1. any analysis of the statistics file made on the basis of the currency fields will be of little use. For the conversion of the value fields of a maintenance order. you can define the currency in which plant maintenance statistical data is to be managed. Note on changing the currency for statistics Changing the statistics currency is also possible even after records have already been stored in the statistics file.2. This will lead to different currencies also being stored in the statistics file. As a result. However. Activities Define the currency for the plant maintenance statistical data. as currency conversion will not be carried out for evaluations and therefore value fields containing different currencies will be added together. However. all the value fields of the Plant Maintenance System are stored in the original currency of the document or master record. • • The selected currency is valid for the whole client. If you work without a currency for statistics. Define corresponding authorizations and include them in the relevant authorization profiles. For example.1. this is only necessary if statistical data already exists and the currency for the statistics has been changed. 4. You have now created the authorization key. the order creation date is taken as basis. 3. the following points should be considered. The date with which the exchange rate is calculated is determined by the system on the basis of the field and cannot be changed.d Define Currency for Maintenance Statistics In this step. Assign the authorization key to one or more user statuses in your status profile. 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. Page 10 of 85 . When specifying the currency for maintenance statistics. Recommendation You should always define a currency for statistics. the acquisition date of a piece of equipment is taken as a basis for the conversion of the acquisition value. this means that the currency fields in the information structures of the statistics file have to be restructured. b) Enter a key and an explanatory text in the appropriate fields and choose "Save". create authorization keys as follows: a) Choose "New entries".1.

Page 11 of 85 . The equipment is installed at a functional location to which the permit 'Special fire-resistance check' is assigned. you can define whether • • • it must be issued (error message if permit is not issued) it can be issued (warning message if permit is not issued) there should be no system response when the permit has not been issued. Consequently. you can define at which time the permits must be issued during order processing. With the master record maintenance transactions. you can define permit categories. Furthermore.1. the permit categories represent a possibility for grouping or classifying permits. and can be used for information and analysis purposes. 'Driver's license for industrial trucks' and 'Special fire-resistance check' are proposed as possible permits.2 Permits In this section you will learn how to customize permits for maintenance order processing. Every permit can be allocated to a permit category. Example You define the permit 'Driver's license for industrial trucks' for a piece of equipment. you can allocate the permits to the individual pieces of equipment and functional locations.1. You can use permits to define certain rules or conditions which are to be observed during the execution of maintenance tasks. You have the following options: • • permit issue necessary before order release permit issue necessary before order completion For every permit. Business background When allocating one or more permits to a PM object.

Activities Define the permit categories.Note If you mark the 'Proposal' field when maintaining the permit in the object master record. The permit class currently fulfills the following functions in the maintenance order: Page 12 of 85 . In this step you define these permit categories.1. class type for permits. In order processing. 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. You can currently only define one permit group.2 b Define Permit Groups In this step. The permit class must belong to class type '049'. you define a permit group and assign a permit class to it. You can represent groups of permits that belong together via the permit category. the permit will be automatically assigned during order processing. which are used for information and documentation purposes.1. 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 1. 1. Example You want your permits divided into: • • • work permits safety permits access permits Solution: Define three permit categories and allocate each permit to a permit category. Further information Furthermore.2 a Define Permit Categories Every permit must be allocated to a permit category .

Procedure When you execute the function. for example. Each user can. This means that new permits may be necessary at any time due to new equipment master records or new functional locations. so that. you reach another screen in which you can specify attributes for the selections fields. Page 13 of 85 .2 c Set List Editing for Permits Here you can set the list of permits. outstanding permits and those already issued can be considered separately. 1.1. It is recommended that several variants are defined. Legal requirements can also require the creation of new permits. you reach a screen in which you have several selection options. of course. you reach an additional window. 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. you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. in which you must mark 'Variant for all selection screens'. By choosing 'Continue'. You usually find the functions: • • • Selection screen list display mode Selection screen list change mode Maintain field selection list When you choose selection fields.Classification of permits Automatic selection of permits The number and type of possible permits relates directly to the associated maintenance objects. predefine a selection just for the permits which they can issue themselves. 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. Here. For this reason.

The current month would therefore be proposed as a selection criterion. • Variable This means that this field is given a variable. but is not ready for input. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. if no individual selection screen has been defined for the user under their user name. The user can call up the function 'Settings' from the list. the current month). which is always called up for the user after saving for subsequent transactions used. the name of the report variant must begin with 'U_USERNAME'. you would enter the variable 'current month'. The system thereby automatically generates the variant 'U_USERNAME'. Setting the field selection settings Page 14 of 85 . The name of the selection variant is always 'SAP_TCODE_XXXX'. and generate their own selection screen there using the function 'Set variants'. If you want to define an individual selection screen for each user. • Invisible This means that this field is hidden in the selection screen and cannot be used as a selection criterion. you have a selection field with a value which should not be changed by the user. Note Each user can also create their own selection screen. you reach the initial screen with all the selection fields. if the selection is always performed using a certain call horizon (for example.The attributes have the following meaning: • Protected This means that this field is displayed in the selection screen. For example. and the user-specific selection screen should be proposed automatically when the report is called up. The selection screen defined by you is only then proposed by the system. There you can define the standard selection screen. not a concrete value. XXXX stands for the relevant application transaction. Maintenance or user-specific selection screens This function is not set using Customizing. Maintenance of selection variants When you execute the function. In this case. For example. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction.

You need measuring points if you want to manage measurement readings or counters for technical objects in the system. You always need measuring point categories if you want to record measurement or counter readings for or functional locations. To do this. Measurement readings and counters refer to characteristics in the classification system and are uniformly managed as measuring points in the system. and then choosing 'Settings' -> 'Display variants' in the list. measurement position 1 'pressure in left front tire'. see "PM .Cross-Application Functions" in the R/3 library.You maintain the field selection for the list by executing the report. you define categories. Measuring Points. Counters and Measurement Documents In this section you make the settings for the measuring points. Note that the setting you make here for the field selection becomes a presetting. you must first define a measuring point category. For more information about working with lists. You can create measurement readings: • • • • Directly using the transaction From notification processing From order processing From order completion confirmations Example You want to define a measurement reading 'tire pressure' for a technical object. The measuring point category defines: • Whether a measurement position is unique 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 2 'pressure in Page 15 of 85 . Define Measuring Point Categories In this step. which is then always used if the individual user has not defined their own field selection.

• Which catalog type is used for entering measurement readings 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. The function is only advisable if the measurement readings are transferred from another system whose CPU time (the time when measurement readings were entered) is different from the CPU time for the SAP System. System response when the measurement reading is exceeded Tolerance time allowed for entering future measurement readings • • • This is specified in seconds. 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.right front tire'). you should create all characteristics. You can then enter a characteristic in the classification system which is assigned to a unit of measurement 'Pressure'. Requirements The catalog functions should be maintained. You can then use this function when you want to predefine qualitative or descriptive measurement readings in catalogs. 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. These characteristics need not be assigned to a certain class type. Page 16 of 85 . in the classification system and provide them with a common group of characteristics. Standard Settings The standard system contains one measuring point category. or if you also want to use these predefined values when entering counter readings. which are used as characteristics for measuring points. This will help you to select the characteristics that are useful for entering measuring points. and you are also not required to define a class for these characteristics. Recommendation Before you start maintaining measuring points for your objects.

If you want to make changes. 3. you should work with standard settings. you should always use number range 01. If necessary. Note that all intervals for the selected number range object are deleted in the target system first. you should work with the standard settings. To do this. use number range 01. You transport number range objects as follows: In the initial screen. Define the number ranges for the measurement documents. 2. 2. Notes As the numbers for measurement documents are assigned internally. change the standard settings. Create Number Ranges for Measurement Documents In this step you definenumber ranges for measurement documents.Activities 1. Activities 1. use number range 01. After the import. choose Interval -> Transport. 2. change the standard settings. Create Number Ranges for Measuring Points In this step you define number ranges for measuring points. The number statuses are imported with their values at the time of export. Define number ranges for the measuring points. you must always use number range 01. choose Interval -> Transport. Adapt the delivered measuring point category to your requirements. only the intervals you export are present. Notes As the numbers for measuring points are assigned internally. You transport number range objects as follows: In the initial screen. Activities 1. If you want to make changes. If necessary. To do this. Page 17 of 85 . Define new measuring point categories if necessary. Check the delivered measuring point category. Dependent tables are not transported or converted.

Dependent tables are not transported or converted. By choosing 'Continue'. The current month would therefore be proposed as a selection criterion. Page 18 of 85 . you would enter the variable 'current month'. if the selection is always performed using a certain call horizon (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.Note that all intervals for the selected number range object are deleted in the target system first. the current month). you reach another screen in which you can specify attributes for the selections fields. but is not ready for input. The attributes have the following meaning: • Protected This means that this field is displayed in the selection screen. you reach a screen in which you have several selection options. The number statuses are imported with their values at the time of export. you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. For example. in which you must mark 'Variant for all selection screens'. only the intervals you export are present. you reach an additional window. After the import. Procedure When you execute the function. • Variable This means that this field is given a variable. not a concrete value. Set List Editing for Measuring Point Lists Here. For example. You usually find the functions: • • • Selection screen list display mode Selection screen list change mode Maintain field selection list When you choose selection fields. In this case.

you reach the initial screen with all the selection fields. The system thereby automatically generates the variant 'U_USERNAME'. XXXX stands for the relevant application transaction. and generate their own selection screen there using the function 'Set variants'. Procedure When you execute the function. If you want to define an individual selection screen for each user. For more information about working with lists. Setting the field selection settings You maintain the field selection for the list by executing the report. Note that the setting you make here for the field selection becomes a presetting. Maintenance or user-specific selection screens This function is not set using Customizing. if no individual selection screen has been defined for the user under their user name.Note Each user can also create their own selection screen. and the user-specific selection screen should be proposed automatically when the report is called up. and then choosing 'Settings' -> 'Display variants' in the list. Maintenance of selection variants When you execute the function. see "PM . you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. which is then always used if the individual user has not defined their own field selection.Cross-Application Functions" in the R/3 library. The user can call up the function 'Settings' from the list. the name of the report variant must begin with 'U_USERNAME'. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. Page 19 of 85 . There you can define the standard selection screen. The selection screen defined by you is only then proposed by the system. you reach a screen in which you have several selection options. which is always called up for the user after saving for subsequent transactions used. Set List Editing for Measurement Document Lists Here. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. The name of the selection variant is always 'SAP_TCODE_XXXX'.

if no individual selection screen has been defined for the user under their user name. you reach another screen in which you can specify attributes for the selections fields. There you can define the standard selection screen. • Invisible This means that this field is hidden in the selection screen and cannot be used as a selection criterion. For example. the name of the report variant must begin with 'U_USERNAME'. if the selection is always performed using a certain call horizon (for example. you reach the initial screen with all the selection fields. the current month). but is not ready for input. • Variable This means that this field is given a variable. Note Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system. The attributes have the following meaning: • Protected This means that this field is displayed in the selection screen. The current month would therefore be proposed as a selection criterion. you have a selection field with a value which should not be changed by the user. Maintenance of selection variants When you execute the function. In this case. you reach an additional window. Page 20 of 85 . in which you must mark 'Variant for all selection screens'. you would enter the variable 'current month'. For example. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. 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. not a concrete value. By choosing 'Continue'.You usually find the functions: • • • Selection screen list display mode Selection screen list change mode Maintain field selection list When you choose selection fields.

which is always called up for the user after saving for subsequent transactions used. a distinction is made between two warranty categories. Page 21 of 85 . Setting the field selection settings You maintain the field selection for the list by executing the report. as well as for warranties that you give to your contractual partners. For more information about working with lists. and generate their own selection screen there using the function 'Set variants'. The user can call up the function 'Settings' from the list. XXXX stands for the relevant application transaction. You can make settings for warranties that you can use. which facilitates the broad structuring of warranties alongside the classification system. The system thereby automatically generates the variant 'U_USERNAME'. see "PM .Cross-Application Functions" in the R/3 library.The name of the selection variant is always 'SAP_TCODE_XXXX'. Standard Settings In the standard system. and then choosing 'Settings' -> 'Display variants' in the list. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. You can determine for each of the warranty categories whether warranties of this warranty category can be classified using the classification system. Warranties In this section. Maintenance or user-specific selection screens This function is not set using Customizing. you make the settings for the warranties. Remember that you can define various warranty types. Check Warranty Categories In this step you check the warranty category . which is then always used if the individual user has not defined their own field selection. Searching via warranty types is possible via matchcodes. 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. Note that the setting you make here for the field selection becomes a presetting.

or you do not want to manage these warranties at your equipment. For warranty category 'O'. • Delete warranty category 'I'. you can define number ranges for the individual warranty types . Delete warranty category 'O'. manufacturer warranties from vendor warranties.For warranty category 'I'. • Activities 1. 2. you will see some fields which are not ready for input. be maintained. if you never want to manage warranties that you make available to your customers using your customer equipment. Each warranty type must be allocated to a warranty category. Standard Settings When creating the warranty types. you are the guarantor. Define Warranty Types In this section. These fields are reserved for future developments and cannot. Activities Define your warranty types. Determine for each warranty category whether you want to use the Classification System for warranties of the corresponding warranty category. Notes You should change the settings only if you do not want to use one of the warranty types. Example You can use several warranty types for a warranty category to distinguish. you can define your own warranty types. if you are never the warrantee. Check the delivered warranty categories. at present. you are the warrantee. for example. Allocate each warranty type to a warranty category. You have the following options for assigning numbers: • internal number assignment Page 22 of 85 . Define Number Ranges for Warranty Types In this step.

With internal number assignment. After the import. The number range 01 must be created. whether the activity overview screen or the detail screen for entering a warranty with counters should be displayed. only the intervals you export are present. you can define defaults for the transactions: Create master warranty Change master warranty Display master warranty You can define here which • • • • warranty type is to be proposed. Page 23 of 85 . define an internal or external number range. or whether the initial screen is to be skipped when the transaction is called. Activities For each warranty type. Activities Check which screen comes next for the individual transactions of your business requirements. Maintain the defaults for the master warranties. Maintain Transaction Start Default Values for Sample Warranties In this step. You transport number range objects as follows: In the initial screen. • external number assignment With external number assignment. numbers are assigned automatically by the SAP system. numbers are assigned manually by the user. Dependent tables are not transported or converted. The number statuses are imported with their values at the time of export. The number range 02 must be created. Note that all intervals for the selected number range object are deleted in the target system first. choose Interval -> Transport.

you define the partners for service and maintenance processing.Define Warranty Counters In this step you can define warranty counters and specify one warranty counter as a default counter. Activities Define the warranty counters. This counter will be copied automatically when you create a master warranty. The settings apply to partner data for: • • • • Functional locations Equipment Notifications Orders Define Partner Determination Procedure and Partner Function In this step. Partners In this section. Note You must make these settings when you set up performance based warranties. 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. you adapt the presettings for the field selection for list display of partner data to your requirements. • • • • The following partner types are defined in the system: Customer (customer number) Contact person Vendor (vendor number) Page 24 of 85 .

• • • • • 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. You therefore assign an appropriate partner determination procedure to each notification type and order type. If you want to use your own partner determination procedures. operator with the partner functions. customer. final customer. Page 25 of 85 . • • You can define partner determination procedures and assign any number of partner functions to each one. • A group of partners (processor. Activities 1. 2. order types. and whether it is obligatory.Assign partner determination procedure to equipment category . you can assign the partner type "Customer" (with customer master and customer number) to the partner function "Sold-to-party". current customer. and partner determination procedures predefined by SAP as a reference. Define the partner functions and partner determination procedures. employee responsible). person responsible) belongs to each notification type and order type. You can synchronise the functions Vendor. you define the partner determination procedure under Technical objects -> Equipment . You also assign the partner functions to each notification type and order type. Recommendation Use the partner determination procedures contained in the standard system and their assignments to notification types and order types. you can use the notification types. You can define whether a particular role in the notification or order should be changeable. Here you define which role should be assigned to a particular function (for example. For example. 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. • For pieces of equipment.

The fields that you choose at this point are used for the field selection. Page 26 of 85 . Recommendation You can use this indicator to reduce the manual maintenance requirements for maintaining partner data in the processing of maintenance and service tasks. you can still copy the partners in the notification or in the order using the function code or maintain new partners manually. you can maintain partners for: • • • Functional locations Equipment Serial numbers The partner functions can be copied fron the master data objects in: • • Notifications Orders Special case: Service Management and SD delivery Partner functions indicated here are copied from SD deliveries in the serial number master records. you can define which of your partner functions should be copied automatically into the corresponding movement data.Copy Partner Functions to Master and Movement Data In this work step. of course. In the master data. 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'. still add new partners to the notification and order. If you do not set the indicator. you can. Define Field Selection for List Display of Customer Data In this step you can define the fields and their sequence for customer data list displays. You can make this assignment unique for each partner profile and each partner function. If the indicator is set.

and so on. The fields that you choose at this point are used for the field selection. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. the field with the number '2' second. However. the fields you have activated will be displayed to him. Numbering fields defines the sequence in the list. so that the field with the number '1' appears first in the list. However. • • • Activities Define the fields and their sequence for customer data list displays. • • • Page 27 of 85 . If you provide fields with a number. these fields are displayed to the user in the relevant application transactions in the lists. Define Field Selection for List Display of Vendor Data In this step you can define the fields and their sequence for vendor data list displays. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. 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'. the field with the number '2' second. so that the field with the number '1' appears first in the list. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. these fields are displayed to the user in the relevant application transactions in the lists.Numbering fields defines the sequence in the list. An individual can define his own user-specific list from the field list you have defined. An individual can define his own user-specific list from the field list you have defined. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. If a user does not define his own field selection. the fields you have activated will be displayed to him. and so on. If a user does not define his own field selection. If you provide fields with a number.

The fields that you choose at this point are used for the field selection. Define Field Selection for List Display of Personnel Data In this step you can define the fields and their sequence for HR data list displays. 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'. and so on. An individual can define his own user-specific list from the field list you have defined. the field with the number '2' second. the fields you have activated will be displayed to him. so that the field with the number '1' appears first in the list. 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'. If you provide fields with a number.Activities Define the fields and their sequence for vendor data list displays. If a user does not define his own field selection. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. Page 28 of 85 . so that the field with the number '1' appears first in the list. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. Define Field Selection for List Display of Contact People In this step you can define the fields and their sequence for contact person list displays. and so on. these fields are displayed to the user in the relevant application transactions in the lists. • • • 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. Numbering fields defines the sequence in the list. the field with the number '2' second. Numbering fields defines the sequence in the list. However.

Numbering fields defines the sequence in the list. If a user does not define his own field selection. The fields that you choose at this point are used for the field selection. the fields you have activated will be displayed to him. Define Field Selection for List Display of Organizational Units In this step you can define the fields and their sequence for the list display of organizational units. However. so that the field with the number '1' appears first in the list. If you provide fields with a number. • • • Activities Define the fields and their sequence for contact person list displays. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. If you provide fields with a number. • • • Page 29 of 85 . the fields you have activated will be displayed to him. the field with the number '2' second. An individual can define his own user-specific list from the field list you have defined. 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'. However. and so on. 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. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. these fields are displayed to the user in the relevant application transactions in the lists. An individual can define his own user-specific list from the field list you have defined.

Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. Page 30 of 85 . 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'. The fields that you choose at this point are used for the field selection. Define Field Selection for List Display of Positions In this step you can define the fields and their sequence for the list display of positions. the fields you have activated will be displayed to him. and so on. An individual can define his own user-specific list from the field list you have defined. Numbering fields defines the sequence in the list. However. 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. 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'. The fields that you choose at this point are used for the field selection. and so on. the field with the number '2' second. so that the field with the number '1' appears first in the list. so that the field with the number '1' appears first in the list. Numbering fields defines the sequence in the list. Define Field Selection for List Display of User Data In this step you can define the fields and their sequence for user data list displays. the field with the number '2' second. If you provide fields with a number.Activities Define the fields and their sequence for the list display of organizational units. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. • • • Activities Define the fields and their sequence for the list display of positions.

If a user does not define his own field selection. The fields that you choose at this point are used for the field selection. and so on. If a user does not define his own field selection. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. these fields are displayed to the user in the relevant application transactions in the lists.Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. Define Field Selection for List Display of Address Data In this step you can define the fields and their sequence for address data list displays. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. An individual can define his own user-specific list from the field list you have defined. However. • • • Activities Define the fields and their sequence for user data list displays. so that the field with the number '1' appears first in the list. • • • Page 31 of 85 . the field with the number '2' second. 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'. If you provide fields with a number. these fields are displayed to the user in the relevant application transactions in the lists. Numbering fields defines the sequence in the list. If you provide fields with a number. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. the fields you have activated will be displayed to him. An individual can define his own user-specific list from the field list you have defined. the fields you have activated will be displayed to him. However.

It is advisable to display a transaction variant using only one screen variant. Standard Settings The search helps provided in the standard system will suffice in many cases. If necessary. The field selection for each partner function is valid in both notifications and orders. add the search helps for the relevant search help objects. Create Transaction Variant Search Helps in Plant Maintenance and Customer Service In this step. Check which search helps you want to use for your work area. Activities 1. Page 32 of 85 . Requirements Create the relevant transaction variant which reflects your field selection. It is not possible to distinguish between the field selections for creating and changing. You can deactivate search helps that you do not use. you learn how to revise or redefine the available search helps (previously known as matchcodes). technical knowledge of the ABAP Dictionary is required.Activities Define the fields and their sequence for address data list displays. 2. 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. Check whether the search helps in the standard system are sufficient for your requirements. Recommendation To maintain the search help functions. The search help functions should be maintained by the system administration. Note that having a large number of search helps can impair system performance. Field Selection for Partner Addresses You can use this step to define which fields should be displayed for creating or changing an address for each partner function. Further Notes Search helps are created for all clients.

for example. You can assign each piece of equipment and each functional location to a type of technical object . The types of technical objects are also used as a grouping instrument in fleet management. Define Types of Technical Objects In this step.To improve performance. it may be necessary to structure indices for the new or changed search helps. The person responsible for the plant section is the contact for coordination between production and plant maintenance. Activities Assign a key and a description for each type of technical object. The maintenance transaction AD20 is now used for search help objects. Page 33 of 85 . you make the necessary settings for the technical objects. This allows pieces of equipment that have the same use. Every piece of equipment and functional location can be assigned to a plant section. The plant section can be used for evaluation purposes. You can use this grouping for evaluating your master data or maintenance data. for example. Define Plant Sections You define your plant sections in this step. The plant section enables you to subdivide the maintenance plant from the point of view of production responsibility. From Release 4. • • • pieces of equipment functional locations material master records in Plant Maintenance General Data You can maintain the general data for Plant Maintenance master data in this menu option. the conventional matchcode search has been replaced by an improved search help. Transaction AD21 can now be used to maintain the conventional matchcode objects. you define the types of technical objects.0. Technical Objects In this section. to be combined into groups. This data will then be universally valid for all the master data objects in Plant Maintenance.

You can form object categories by means of the ABC indicator. Maintenance planning groups can also be used for evaluation purposes. Actions Define the ABC indicators Page 34 of 85 . The ABC indicator can be entered in equipment as well as functional locations . Depending on the size and structure of your company.Note You can also specify a plant section when processing maintenance tasks. Activities Define your maintenance planner groups. Define Planner Groups This step allows you to define maintenance planner groups. Note You must also specify a maintenance planning group when processing maintenance tasks. Activities Define your plant sections. You can determine which particular values are to be valid as ABC indicators and the meaning that is given to these values. a group of skilled craftsmen or a workshop. Planner groups or maintenance planning groups must be defined separately for each planning plant. Every piece of equipment and functional location can be allocated to a maintenance planning group. The characteristics of the ABC indicator can be used as a selection criterion in evaluations. Define ABC Indicators You can define your 'ABC indicators' with this step. a maintenance planning group may be an individual department (for central work preparation).

Note If no authorization group is entered in an object.Proceed Define Authorization Groups This menu option allows you to create the authorization groups for your technical objects. These screen templates can be labeled individually using tab pages. If this is the case. You want to ensure that a user 'A' may edit only equipment of the truck fleet. pieces of equipment. The data fields for the technical objects are sorted by contents. what are termed. There is a series of equipment in the system for both departments. To do this. For each screen group. and a user 'B' only equipment from the production area. for example. For example. there are screens for: • • General data Location data Page 35 of 85 . Activities Define the authorization groups for your technical objects. Example You have two maintenance departments. Authorization groups are used to categorize similar objects from the point of view of authorizations. the check is not carried out. Set View Profiles for Technical Objects This step enables you to combine screen templates for technical objects. Each view profile enables you to assign pre-grouped and accompanying data fields to individual screen templates. truck fleet and production. The equipment must also be assigned to the two authorization groups. screen groups. The two users can then only edit objects from their own user department. you can define one or more view profiles. define two authorization groups and assign these to the two users 'A' and 'B' in their user master record. the user may edit the object.

Via the parameterization of the object information. Recommendation Check the standard system closely. structure) that is shown in a special information window. You can assign a view profile to each equipment category or functional location category. you can define whether the notification and order information should be displayed • • • for a technical object. the object information contains history data from the PM Information System and data from the notifications and orders carried out. Furthermore.• • • Organizational data Structure data Fleet object data To make the tab pages visible in the maintenance transactions. Furthermore. functional location. you can determine whether the object information should be displayed • via a pushbutton or Page 36 of 85 . An object information key can be assigned to • • • • functional location categories equipment categories notification types PM order types Via the parameterization of the object information key. Define Object Information Keys In this step you can define different object information keys. they must be labeled as active. or for the entire structure. for the higher-level object. you determine the data of a technical object (equipment. and each fleet object type.

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 @03@ in the object information mask.

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. Completed and outstanding notifications should be displayed in the object information. To do this, you need to make the following settings. • • • • • • • • Mark the field automatically. Mark the field Contract. Enter 365 in the field No. days for notifications in the information system. Enter 5 for NotifsCreated. Enter 4 for Orders created. Enter 365 for Notifications selection as well. Mark the field SelComplNotifs. 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. The object information can continue to be included automatically, if: • • • the outstanding notifications indicator contract indicator completed notifications

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• •

contract indicator or classification is set automatically.

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 You can maintain three fields for the classification: 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. Customizing of class types.

Information system and notification selection fields
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

Define Selection Procedure for Structural Display and BOMs

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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.

Create Structure Indicator for Reference Locations/Functional Locations
You can define your structure indicators for functional locations and reference functional locations in this step. The structure indicator determines the edit mask and the number of the hierarchy levels when you create functional loction structures. The edit mask defines: • the total length of the functional location number

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the lengths of the individual blocks of the functional location number the characters allowed

Numbers Numbers --> Edit mask N Letters Letters --> Edit mask A Numbers and letters Numbers and letters --> Edit mask X

Note
• • The characters allowed can be defined by field. 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.

Alternative Labeling of Functional Locations
In this step you can define whether you want to use alternative labeling systems for 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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the program uses an internal. Standard Settings Alternative labeling is not active in the standard system. This means that you can address the same functional location using different labels.For this. unique number that is not transparent for the end-user. The labeling history enables the interpretation of historical location labels in non-changeable documents outside the R/3 System. A different label should be available for other users. You want it to be possible for specific users to address the same functional location with the label from the geographical information system. Recommendation To optimize performance. the system automatically creates a labeling history and prevents historical labels from being reused without this first being checked. unique number that is not transparent for the end-user. the length of the label for the functional location is increased from 30 to 40 characters and can be changed. Example You are using a geographical information system. you can define alternative labeling systems and give a corresponding description. Activate Alternative Labeling In this step. For this. you should execute program RI_IFLOT2IFLOS after activating alternative labeling. When these functions are activated. You can also define whether the labels should be checked for uniqueness across all labeling systems. 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. the program uses an internal. each user can select one of the labeling systems and save it in their own personal user profile. 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. When maintaining the functional locations. When the label is changed. Page 41 of 85 . Uniqueness is always checked within any individual labeling system. Define Labeling Systems for Functional Locations In this step. you can activate alternative labeling for functional locations. in which the functional locations are managed using different labels and/or numbers to those in the R/3 System.

for example. Solution: You create a reference functional location for a filling machine. However. then the corresponding entry field is hidden automatically by the system and completed internally. for example. Further Notes When creating a 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. to the structure or to the technical data just once in the system. only have to be made once to the reference functional location. you should not work with an unnecessary number of alternative labeling systems. TPLNR_2 and TPLNR_3 are delivered with the relevant conversion routines in the standard system. only one feature is defined for one of these parameters. the domains TPLNR_1. you should not define as many labeling systems. then they automatically work with the primary labeling system. Example You have three filling machines with the same structure in your company.The users can switch between the different labeling systems by means of user profiles. You can define various categories of reference functional locations here. the user must normally assign a labeling system. if in Customizing. You can use these domains to access specific labeling systems in list reports and print programs. 2 and 3. For each category of reference functional location you can define the following: • • the status profile the default value for categories These changes are then valid for all the 'genuine' functional locations that are derived from this reference functional location. if you are using several CAD systems. For example. Recommendation For labeling systems 1. These filling machines are to be managed in the system with three different functional locations. You want to enter changes made by the manufacturer. If the user has not created their own profile. Changes to PM data. structure indicator and location category. Define Category of Reference Functional Location Reference functional locations help you to save time when entering locations. Therefore. In the case of changes which affect all three filling machines the Page 42 of 85 . The actual functional locations or the actual filling machines are created with reference to the reference functional location "Filling machine".

An individual can define his own user-specific list from the field list you have defined. If a user does not define his own field selection. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.reference functional location is always changed. you do not need to create any new categories of reference functional location. If you provide fields with a number. When a reference functional location refers to 'genuine' functional locations. When the reference functional location is changed the actual functional locations. the field with the number '2' second. The fields that you choose at this point are used for the field selection. in other words. so that the field with the number '1' appears first in the list. Actions Define the categories for the reference functional locations. • • • Activities Define the appearance of the structural display for your reference functional locations. Recommendation The reference functional location category is used only for field selection. are also changed automatically. Page 43 of 85 . If you do not need a particular kind of field selection in the case of reference functional locations. and so on. 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'. these fields are displayed to the user in the relevant application transactions in the lists. However. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. Numbering fields defines the sequence in the list. Define Structural Display for Reference Functional Locations In this step you define the appearance of the structural display for reference functional locations. the categories of the functional locations can be different. the fields you have activated will be displayed to him. the actual filling machines.

Define Field Selection for Data Screen for Reference Functional Locations In this step.g. the system tries to assign values to the mandatory partner functions (e. a vendor number). Activities Define your categories of functional locations. The field selection for functional locations and equipment can be defined together.5. Here you maintain the data fields for the reference functional location. Note for the allocation of the partner determination procedure When you allocate a partner determination procedure. Page 44 of 85 . the field selection also has its own transaction with different screens. Note that this relates exclusively to data fields for reference functional locations. you only define the possible partner functions.Define Category of Functional Location You can create different functional location categories in this step. If you have defined mandatory functions in a partner determination procedure. you can define the field selection for reference functional locations. You can define the following for each functional location category: • • • • • • status profile partner determination procedure default value for categories field selection whether change documents are created a key defining the appearance of the dialog box for the object information. Partner functions that are not identified as mandatory roles in the partner determination procedure are not assigned values by the application programs. The programs for functional locations and equipment master records were remodelled for version 4. For this reason.

Using the control characteristics. Adapt the equipment categories configured to your company's requirements or define new categories if required. You determine the features of an equipment master by its equipment category. You use the equipment category to define the characteristics for an equipment master record. Maintain Equiment Category In this step you define the description for an equipment category and assign a reference category to this equipment category. Decide which equipment categories you need to create on the basis of the control features: • • • • • • • • screen sequence during the maintenance of master data number interval and number assignment ongoing usage history option of installation at functional locations documents verifying changes to master data use as a production resource/tool status profile equipment texts in several languages In the following steps. you can decide how many and which equipment categories you require.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. The following control characteristics are available: • View profile for master data maintenance Page 45 of 85 . 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.

or sales data which is only required in special cases for equipment maintenance. Enter the descriptions for your equipment categories. The views represent additional data screens for the equipment master record. You can activate or deactivate the following views. Define Additional Business Views for Equipment Categories In this step. 2. Activities 1. In addition to the view profile. you can define other views for each equipment category.• Number interval and number assignment (you can choose between numerical and alphanumerical numbers) Update of a usage history Installation options at functional locations Verification documents for master data changes Usage as production resources/tools Status profile Equipment texts in several languages • • • • • • Notes You must define for each equipment category whether a usage history should be written. 3. However. Field selection is defined using the equipment reference categories. a deactivated view can always be reactivated again for each equipment master record. these assignments are used solely to enable the system to be operated more easily. for example. • • Sales data view PRT view Page 46 of 85 . you can also assign additional equipment views to each equipment category. which provides you with a user-friendly set-up of the screen templates. other data for internal enhancements. Assign a reference category to each equipment category. It is therefore an uncritical setting that can be canceled at any time. Specify the indicators for your equipment categories.

you can maintain the data fields and screens. You have the following options: • internal number assigmnent In this case. you do not need to use a descriptive external number as a general rule. you must call them up explicitly using one of the function keys. the SAP System assigns the numbers. Define Number Ranges In this step you can define the number assignment category in the step equipment categories .1I) is replaced by the settings options for views. Recommendation SAP recommend that you use internal number assignment. Activities Define the possible views for each equipment category by activating or deactivating the views. The rigid assignment between reference equipment category and screen sequence (up to Version 3. the assigned data fields and screens can be automatically maintained. As you can select pieces of equipment according to different criteria using matchcodes . • external number assignment In this case. Activities 1. Notes You can change the views at any time. You must allocate a unique number for each equipment master record. However. the user assigns the numbers. If the views are deactivated. You can define both an internal and an external range for each equipment category. Page 47 of 85 . The same number ranges can be shared by several equipment categories.• • • Equipment configuration Serial data view View for other data If you activate a view. Define the number assignment category (internal and/or external) for each equipment category.

You transport number range objects as follows: In the initial screen. that in this setting undefined equipment categories can be used for fleet objects. You should use fleet management if. Note. 4. you define different types of fleet objects. Allocate each equipment category to a group. You can still define equipment categories allowed for the fleet object types. Settings for Fleet Management In this section. you can make settings for fleet management. this is proposed automatically when a new fleet object is created. After the import. The number statuses are imported with their values at the time of export. 3. however. choose Interval -> Transport. Page 48 of 85 . can be assigned to each of these fleet object types. Define the number interval for each group. Dependent tables are not transported or converted.2. the system highlights the incompatibility with a warning message. Set up a group for each different number interval. for example: • • • • Heavy goods vehicles Cars Fork-lift trucks Trailers An individual view profile. for example. you want to use technical objects to: • • Represent fleets of vehicles with specific vehicle data Perform consumption calculations Assign View Profile and Equipment Categories to Fleet Object Types In this step. which defines the screen template layout for the fleet object-specific data. When creating a fleet object. only the intervals you export are present. If you only define one equipment category for each fleet object type. Note that all intervals for the selected number range object are deleted in the target system first.

It is considered as a criterion for usage-related categorization. you can configure the screen templates differently for fork-lift trucks and heavy goods vehicles differently. you can define consumable types. for example. you can define that a particular fleet object requires: • • • Lead-free petrol A certain type of engine oil A certain type of gear lubricant oil Further Notes The settings are used solely for checking the permitted values and can be used for reporting functions. whether a fleet object can be used: • • • • Exclusively for business Privately and for business As company transport For Executive Board purposes and so on. Example Here you can define. Requirements The fleet object types must be defined in Customizing first as types of technical object. Example For example. Page 49 of 85 . You can assign three consumable types to each fleet object. The usage type can be freely defined by you.Example For example. you can define different usage types for fleet objects. Define Usage Types for Fleet Objects In this work step. Define Consumable Types In this step.

Energy consumption for fleet objects can be calculated based on: • • Time .Further Notes The settings are used solely for checking the permitted values and can be used for reporting functions.for example. you can define different engine types for fleet objects. The engine type can be defined freely by you. liters per hour Distance . Further Notes The settings are used solely for checking the permitted values and can be used for reporting functions. It is intended as a criterion for usage-related categorization. you can make the settings for determining the energy and fuel consumption of your fleet objects. The design of the settings is outlined below.for example. Note that the common ways in which energy consumption is measured are already contained in the standard settings. Make Settings for Units of Measurement for Monitoring of Consumption In this step. Example For example. liters per 100 km Page 50 of 85 . you can define the following engine types for fleet objects: • • • • Electric Diesel 4-cylinder petrol 6-cylinder petrol and so on. Define Engine Types for Fleet Objects In this step.

to create measuring points automatically. You have thereby defined the first basis of measurement for calculating the consumption. The measurement positions are used to perform fleet object-specific calculations. Standard Settings Check the standard settings. distance per unit of volume consumption). consumption is represented as volume consumption per unit of time. Note that the most commonly used procedures are already delivered in the standard system. and as a basis for evaluation for the information system. Page 51 of 85 . whereas in the United States. You can assign certain attributes to each measurement position. volume consumption per unit of distance) are grouped together with the display units of the inverse dimension (for example. you can assign the accompanying display units to a unit group. and you only need to make the relevant assignments. The last two points have not been developed for Version 4. This unit must first be assigned to a unit group.6A. you would define for Europe that fleet object consumption is usually specified in liters per 100 km. you can create special measurement positions. you must define here which fleet object counter is used for calculating the consumption. To calculate the consumption. the representation of consumption can vary in different countries. this would be miles per gallon (MPG). such as those for consumption. You can also find both these settings in the first table. Define Special Measurement Positions for Fleet Objects In this step. For example. All display units of the same dimension (for example. but should be considered for your Customizing activities in the future. Technically speaking. Generally. or per unit of distance. You can assign any number of counters to a fleet object. the latter is still a distance-based calculation.However. On the detail screen. Nevertheless. which contain special functions for fleet management. liters / 100 km. You enter this counter in the column 'Fuel'. There is no reason to do this for fuel consumption. Define Calculation Method for Fleet Consumption Values Here you can define the procedures for how the consumption values for fleet objects are calculated. miles per gallon). and you must then only change them if you have defined a new unit of measurement for consumption. First you define the unit required (for example. you do not have to make any changes.

you should always consider influencing values. The following display units are provided: • • • • Liters per 100 km Miles per US gallon Liters per hour US gallons per hour The next two settings define the period of time.In another column. Set Field Selection for Specific Fields in Fleet Management In this step. General Information on Field Selection All screens. for which the system should analyze service and consumption. Requirements The counters and dimensions must be maintained completely. to which the vehicle consumption measured refers. The required display unit must be assigned to a unit group. for which a field selection is possible. you can enter the primary counter. Standard Settings One entry is available for each standard calculation method. For this reason. all detail screens for the confirmation of a maintenance order). you can define the field selection for the equipment master record. The fields provided here are specific data fields from the equipment master record for fleet management. You only have to make the relevant assignments. Modifiable and influencing fields are defined for each screen modification group: Page 52 of 85 . are summarized into individual screen modification groups (e.g. If you select the influencing fields. you can find fields on the list which enable object-related field selection. The primary counter is the vehicle counter used to measure the distance or operating time. You have the option of specifying a value in days for a short-term analysis and a long-term analysis.

depending on a value (e. 3. Place the cursor on a screen modification group. 6. 5. which you can modify for this screen modification group. All fields. Double-click on the influencing field.• For the modifiable fields. Press the function key Modifiable. appear on the screen. The inputs are copied. Maintain a value in the field Influence value and the corresponding indicator for the modifiable fields. you must maintain the work center for all confirmations. for example. for which you wish to maintain influencing values. for which you wish to assign a value. that the work center is a required entry for a certain order type). Press the function key Influencing. which can be modified depending on the influencing value. you specify how the modifiable screen is represented in the screen. All of the fields. 2. Place the cursor on a screen modification group. use indicators to specify how the individual fields in the screen are represented: The field is ready for input (default setting) The field requires an input (required field) The field is only displayed The field is suppressed The field is highlighted • • • • • If. Page 53 of 85 .g. All of the fields. Maintain other values for the influencing field or choose other fields using the function key Influencing. A dialog box appears on the screen. 7. • For the influencing fields. to which you wish to assign a concrete value. in the list and detail screens of the confirmation in the order. independently of a influencing value 1. Save your inputs. appear on the screen. 3. for which you can enter influencing values. 2. Press Enter. appear on the screen. and press New Values. 1. You maintain an indicator for a modifiable field and specify the values of the influencing fields. 4. you specify that the work center is a required entry. Press the function key Modifiable. 2. You maintain a influencing value for an influencing field and then the indicators for the modifiable fields 1. Place the cursor on a screen modification group. 4. Double-click on a modifiable field. Place the cursor on a influencing field. Your Options for Defining the Field Selection You maintain the indicators of the modifiable fields. All influencing fields appear on the screen.

Object Links In this menu option you can make the settings for the object links. Activities Define the media for your object links. 6. as this will be displayed in the associated transactions. Define Number Ranges for Object Links Use this menu option to define the number ranges for object links .) and you can define it freely. The values are copied. Define Media for Object Links In this step you can define the media that are allowed for object links. the numbers are assigned automatically by the SAP system.5. Maintain the value and indicator for the influencing field. Only one particular type of coolant is allowed in this cooling system. You have the following options: • internal number assignment With internal number assignment. Save your inputs. You can enter the material number for an object link for informative purposes in the field provided. • external number assignment Page 54 of 85 . The medium indicates the kind of link (electricity. Object Links In this menu option you can make the settings for the object links. Note You should also supply a descriptive text for each medium. gas. The number range 01 must be created. and press Continue. telecommunications cable etc. and so you enter the number of the permitted coolant in the "Material" field. Example You are defining a medium for a cooling system.

auf der Sie mehrere Selektionsmöglichkeiten haben. Mit 'Weiter' gelangen Sie auf eine weitere Maske. You transport number range objects as follows: In the initial screen. Bei der Auswahl der Selektionsfelder erhalten Sie ein weiteres Fenster. daß dieses Feld auf der Selektionsmaske angezeigt wird.With external number assignment. in der Sie bestimmte Attribute für die Selektionsfelder vergeben können. Activities Define the number ranges for your object links. choose Interval -> Transport. Page 55 of 85 . After the import. the numbers are assigned manually by the user. jedoch nicht eingabebereit ist. In der Regel finden Sie die Funktionen • • • Selektionsbild Liste Anzeigemodus Selektionsbild Liste Änderungsmodus Feldauswahl Liste pflegen. Set List Editing for Object Links from Equipment Sie können hier die möglichen Selektionsfelder festlegen. Beispielsweise haben Sie ein Selektionsfeld mit einem Wert belegt. Note that all intervals for the selected number range object are deleted in the target system first. The number statuses are imported with their values at the time of export. Dependent tables are not transported or converted. Vorgehensweise Wenn Sie die Funktion ausführen. erhalten Sie eine Maske. der vom Anwender nicht verändert werden soll. Die Attribute haben folgende Bedeutung: • Geschützt Dies bedeutet. auf dem Sie das Feld 'Variante für alle Selektionsbilder' ankreuzen müssen. The number range 02 must be created. die Selektionsfelder mit konkreten Werten belegen und die Feldauswahl für die Listdarstellung vornehmen. only the intervals you export are present. depending on whether you require internal or external number assignment.

Damit können Sie das Standardselektionsbild definieren. Das System generiert dabei automatisch die Variante 'U_BENUTZERNAME'.• Unsichtbar Dies bedeutet. muß der Name der Reportvariante mit 'U_BENUTZERNAME' beginnen. Dieses Selektionsbild wird immer dann vorgeschlagen. Die Pflege der anwenderspezifischen Selektionsvarianten nimmt der einzelne Anwender vor. indem Sie den Report ausführen und auf der Liste den Menüpfad 'Einstellungen' -> 'Anzeigevarianten' -> 'Verwaltung' ausführen. Beispielsweise soll die Selektion immer über einen bestimmten Zeithorizont (z. Page 56 of 85 . indem er die einzelne Transaktion aufruft und ausführt. wenn für den Anwender unter dem Namen 'U_BENUTZERNAME' kein individuelles Selektionsbild definiert wurde. Damit würde automatisch der aktuelle Monat als Selektionskriterium vorgeschlagen.B. Das von Ihnen hier definierte Selektionsbild wird nur dann vom System vorgeschlagen. XXXX steht für die entsprechende Anwendungstransaktion. Aus der Liste heraus kann er die Funktion 'Einstellungen' aufrufen und dort mit der Funktion 'Varianten einstellen' sein eigenes Selektionsbild erzeugen. die nach dem Sichern bei späteren Transaktionsaufrufen für den Benutzer immer aufgerufen wird. daß dieses Feld nicht mit einem konkreten Wert. Hinweis Jeder Anwender kann sich zusätzlich sein eigenes Selektionsbild erstellen. Der Name der Selektionsvariante ist immer 'SAP_TCODE_XXXX'. Einstellungen für die Feldauswahl setzen Die Feldauswahl für die Liste pflegen Sie. Wenn Sie für jeden Anwender ein individuelles Selektionsbild definieren wollen und das anwenderindividuelle Selektionsbild beim Aufruf des Reports automatisch vorgeschlagen werden soll. wenn für den Anwender unter seinem Benutzernamen kein individuelles Selektionsbild definiert wurde. erhalten Sie das Startbild mit allen Selektionsfeldern. • Variable Dies bedeutet. Pflege der anwenderspezifischen Selektionsbilder Diese Funktion wird nicht über das Customizing eingestellt. sondern mit einer Variablen belegt wird. Pflege der Selektionsvarianten Wenn Sie die Funktion ausführen. In diesem Fall würden Sie die Variable 'Aktueller Monat' eintragen. den aktuellen Monat) durchgeführt werden. daß dieses Feld auf der Selektionsmaske ausgeblendet wird und als Selektionskriterium nicht einsetzbar ist.

but is not ready for input. you reach a screen in which you have several selection options. For example. Alles zu Arbeiten mit Listen finden Sie in der R/3-Bibliothek unter "PM Anwendungsübergreifende Funktionen". Set List Editing for Object Links from Functional Locations Here. Page 57 of 85 . wenn der einzelne Benutzer für sich keine eigene Feldauswahl definiert hat. • Variable This means that this field is given a variable. you have a selection field with a value which should not be changed by the user. in which you must mark 'Variant for all selection screens'. you reach another screen in which you can specify attributes for the selections fields. The attributes have the following meaning: • Protected This means that this field is displayed in the selection screen. You usually find the functions: • • • Selection screen list display mode Selection screen list change mode Maintain field selection list When you choose selection fields. not a concrete value. By choosing 'Continue'. die immer dann genutzt wird. • Invisible This means that this field is hidden in the selection screen and cannot be used as a selection criterion. Procedure When you execute the function. you reach an additional window.Bitte beachten Sie. you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. daß Sie mit der hier vorgenommenen Einstellung für die Feldauswahl eine Vorbelegung treffen.

Maintenance or user-specific selection screens This function is not set using Customizing. For more information about working with lists. The user can call up the function 'Settings' from the list. which is then always used if the individual user has not defined their own field selection.For example. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. if no individual selection screen has been defined for the user under their user name. The current month would therefore be proposed as a selection criterion. you reach the initial screen with all the selection fields. The selection screen defined by you is only then proposed by the system.Cross-Application Functions" in the R/3 library. and generate their own selection screen there using the function 'Set variants'. and the user-specific selection screen should be proposed automatically when the report is called up. the current month). If you want to define an individual selection screen for each user. Maintenance of selection variants When you execute the function. Note that the setting you make here for the field selection becomes a presetting. which is always called up for the user after saving for subsequent transactions used. Setting the field selection settings You maintain the field selection for the list by executing the report. and then choosing 'Settings' -> 'Display variants' in the list. Note Each user can also create their own 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'. XXXX stands for the relevant application transaction. There you can define the standard selection screen. The system thereby automatically generates the variant 'U_USERNAME'. the name of the report variant must begin with 'U_USERNAME'. Define Transaction-Based Default Values for Object Types Page 58 of 85 . if the selection is always performed using a certain call horizon (for example. In this case. see "PM . The name of the selection variant is always 'SAP_TCODE_XXXX'. you would enter the variable 'current month'.

These settings apply exclusively to the Plant Maintenance area. Material Data Settings for Plant Maintenance You can make the settings specific to Plant Maintenance for material master records in this step. Requirements You must have edited the settings for Materials Management (material master data) already before you process this step. Page 59 of 85 . and so on.This step allows you to define the default values for the object types for the maintenance transactions associated with the objects in Plant Maintenance. Numbering fields defines the sequence in the list. Recommendation Before you maintain the default values. This should then be set as the default value in the case of the appropriate transaction. Requirements You must have maintained the following object categories: • • • equipment category functional location category reference functional location category Activities Define the object category default values for the maintenance transactions associated with the objects in Plant Maintenance. you should check which of the object categories that you have entered will be used most often in the productive system. the field with the number '2' second. Define Structural Display for Material Data You can make the settings for the structural display of the material master records in 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'. so that the field with the number '1' appears first in the list.

these fields are displayed to the user in the relevant application transactions in the lists. you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. you reach a screen in which you have several selection options. An individual can define his own user-specific list from the field list you have defined. However. Set List Editing for Material Data Here. you have a selection field with a value which should not be changed by the user. For example. • • • Activities Define the structural display for the material data. the fields you have activated will be displayed to him. Procedure When you execute the function. in which you must mark 'Variant for all selection screens'. you reach another screen in which you can specify attributes for the selections fields. If you provide fields with a number. If a user does not define his own field selection.Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. The attributes have the following meaning: • Protected This means that this field is displayed in the selection screen. You usually find the functions: • • • Selection screen list display mode Selection screen list change mode Maintain field selection list When you choose selection fields. you reach an additional window. but is not ready for input. By choosing 'Continue'. Page 60 of 85 .

Maintenance of selection variants When you execute the function. The name of the selection variant is always 'SAP_TCODE_XXXX'. Maintenance or user-specific selection screens This function is not set using Customizing. For example. and then choosing 'Settings' -> 'Display variants' in the list. Page 61 of 85 . the current month). XXXX stands for the relevant application transaction. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. you would enter the variable 'current month'. if the selection is always performed using a certain call horizon (for example. The system thereby automatically generates the variant 'U_USERNAME'. 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. Note that the setting you make here for the field selection becomes a presetting. • Variable This means that this field is given a variable.• Invisible This means that this field is hidden in the selection screen and cannot be used as a selection criterion. In this case. not a concrete value. Setting the field selection settings You maintain the field selection for the list by executing the report. which is always called up for the user after saving for subsequent transactions used. There you can define the standard selection screen. the name of the report variant must begin with 'U_USERNAME'. If you want to define an individual selection screen for each user. which is then always used if the individual user has not defined their own field selection. The user can call up the function 'Settings' from the list. you reach the initial screen with all the selection fields. Note Each user can also create their own 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 current month would therefore be proposed as a selection criterion. and the user-specific selection screen should be proposed automatically when the report is called up. and generate their own selection screen there using the function 'Set variants'.

it may be necessary to enter equipment master records for materials that have already been serialized and delivered to customers. for example. Example Company X produces three different types of solar collectors: • • • Type A Type B Type C There is a material master record for each type in the system. Examples of data fields specific to serial numbers are: • • • Location of a serialized material within the company Location of a serialized material at an external company Last business transaction which was performed for the serialized material At a later date.Cross-Application Functions" in the R/3 library. you can make settings for number management. and which serial number(s) of the collector type were supplied to the customer. see "PM . Serial Number Management In this section. For control purposes. A serial number master record is created with the assignment of the serial number. You can also define one or more profiles.For more information about working with lists. In order to keep this option open at any time. you must define a number range for serial numbers. the company wants to know which customer received which collector type. It is therefore necessary to assign a serial number to the customer delivery in addition to the material number. when the individual solar collectors were delivered. Serial number management allows you to distinguish between individual items of a material that are managed with a single material number. 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. 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. You can maintain data fields specific to the serial number in the master record. Page 62 of 85 .

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 material can have a mandatory serial number in one plant but not in others. 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 • • Page 63 of 85 . This means that you can assign a separate serial number profile to a material for each plant. However. Note that this setting can only deliver meaningful results in combination with the setting of whether an operation requires serial numbers.The serial number profile defines how and under which conditions a serial number is assigned for a material. you define the following: • • • • • • • • • Thebusiness operations for which a serialization: Can be performed Must be performed Is performed automatically Is not performed Information about whether for a business operation: Serial numbers for which no master record exists in the system can be assigned Serial numbers which already exist in the system must be entered Information about whether a stock validation is made for stock-relevant operations and how the system should deal with inconsistencies. This assignment is made at plant level in the material master record. you define profiles. The business operations. A serial number profile must be assigned to each material that is to be serialized. In a serial number profile. Define Serial Number Profiles In this step.

Define Serialization Attributes for Movement Types In this work step. the system always automatically proposes the default equipment categories defined here. Define Default Equipment Categories for Serial Numbers In this step. To do this. Page 64 of 85 . the system always uses the definitions from the serial number profile which are defined for each operation key. you define a central default equipment category for the serial number management. Exception If you create master records for serial numbers. 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). Further Notes If you do not assign any movement type group to a movement type. 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. you can define the serialization attributes of individual movement types or movement type groups. you want to ensure that serial numbers must be used.Activities Define the serial number profiles. 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. however. Example For example. For certain movement types. Maintaing this setting is only necessary if you think the assignment of the serialization attributes at operation level is too rough. Recommendation You should only perform settings if you really require control of the serialization attributes which is specifc to the movement type.

are keys for the equipment file. Deactivate Lock for Internal Assignment of Serial Numbers In this activity. These adjustments are made using a report which you can start here. However. This results in gaps in the serial numbers created. Further Notes Since the indicator. as to whether stocks should be checked for individual stocks. you can fill in these gaps at any time by creating the missing serial numbers manually. Note You can always make only one valid entry in this setting. the internal number range of the selected equipment category will be proposed. is copied from the presettings in the data records. you can deactivate the lock. the system automatically updates the created serial numbers to the database when internal serial numbers are assigned. The numbers assigned here. Page 65 of 85 . as soon as you cancel the create operation without saving . Transfer of Stock Check Indicator to Serial Numbers You must only execute this activity if you have changed the stock check indicator in the serial number settings and goods movements were already performed with serial numbers. as a basic equipment master record is created in the background for each serial number. the existing serial numbers must be adjusted to the changed presettings.The internal number range of the equipment category you selected is copied automatically. since you work with serial numbers or material numbers in the application transactions. for this to be subsequently changed. however. Execute program 'RISERNR9' The runtime can be long depending on the number of data records. Note If the lock is deactivated. which is set in the standard system for the internal assignment of serial numbers. Several users can thereby create serial numbers for a material at the same time. For this reason. Note on serial number range The numbers assigned via this setting are irrelevant for actual serial number management.

In this case. if no individual selection screen has been defined for the user under their user name. The current month would therefore be proposed as a selection criterion. Note Each user can also create their own selection screen.Note the report documentation Set List Editing for Serial Numbers Here. Procedure When you execute the function. you would enter the variable 'current month'. not a concrete value. you reach a screen in which you have several selection options. For example. By choosing 'Continue'. The selection screen defined by you is only then proposed by the system. but is not ready for input. the current month). in which you must mark 'Variant for all selection screens'. you reach another screen in which you can specify attributes for the selections fields. you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. Page 66 of 85 . you reach an additional window. You usually find the functions: • • • Selection screen list display mode Selection screen list change mode Maintain field selection list When you choose selection fields. you have a selection field with a value which should not be changed by the user. • Variable This means that this field is given a variable. • Invisible This means that this field is hidden in the selection screen and cannot be used as a selection criterion. For example. if the selection is always performed using a certain call horizon (for example. The attributes have the following meaning: • Protected This means that this field is displayed in the selection screen.

The fields that you choose at this point are used for the field selection. Maintenance or user-specific selection screens This function is not set using Customizing. Setting the field selection settings You maintain the field selection for the list by executing the report. and the user-specific selection screen should be proposed automatically when the report is called up. The user can call up the function 'Settings' from the list. Field Selection for Multi-Level List Display of Serial Numbers In this section.Cross-Application Functions" in the R/3 library. There you can define the standard selection screen. see "PM . the name of the report variant must begin with 'U_USERNAME'. For more information about working with lists. you adapt the presettings for multi-level lists for serial numbers to your requirements. you reach the initial screen with all the selection fields. and generate their own selection screen there using the function 'Set variants'. This is a list which you can call up as a serial number history from the serial number master record. Note that the setting you make here for the field selection becomes a presetting. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. which is always called up for the user after saving for subsequent transactions used. which is then always used if the individual user has not defined their own 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'. Maintenance of selection variants When you execute the function. The system thereby automatically generates the variant 'U_USERNAME'. Page 67 of 85 .If you want to define an individual selection screen for each user. The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction. and then choosing 'Settings' -> 'Display variants' in the list. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'.

Costing and so on) Note Check whether the BOMs have already been configured during customizing of the Production Planning System (PP). This is particularly important in the case of central settings (engineering change management. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. You will be editing the following on the basis of key points: • • • • Central configuration for controlling EC management and BOM history Definition of the technical areas in which the BOMs are to be used Configuration of default values Configuration of the link with other areas (for example. Control Data for Bills of Material Page 68 of 85 . control data. you should only edit this section after consulting the person responsible for the customizing of the PP BOMs. so that the field with the number '1' appears first in the list. • • • Bills of Material You can set up your BOMs in this section. modification parameters. An individual can define his own user-specific list from the field list you have defined.Numbering fields defines the sequence in the list. default values and general data). Materials Management. Material Requirments Planning. If you provide fields with a number. If this is the case. he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose. the field with the number '2' second. However. If a user does not define his own field selection. these fields are displayed to the user in the relevant application transactions in the lists. the fields you have activated will be displayed to him. and so on.

you then have the option of specifying a "valid from" date when maintaining a BOM.1. This field tells you whether the BOM header or BOM item was maintained from the CAD system. • Activating the low date If you activate the low date (1. You only determine in this step whether or not BOM maintenance can be carried out with engineering change management.You can maintain the central parameters for your BOMs in this section. If validity maintenance is not active. a one-time setting which should not be changed once the system is productive. • Explosion type BOM item You only use this indicator when you have activated the BOM engineering change management. • Activating the CAD switch If you want to maintain BOMs from a CAD system.1990). BOMs are created with the current date or if necessary with the internal system low date (1. activate the CAD switch. • Size unit for 'piece' Here you can define a proposed unit of measurement for the BOM header and the BOM items.1990). This switch ensures that an additional field appears in the BOM header and BOM item.1. You specify in the menu option " Determine history requirement for BOMs " whether the use of engineering change management is compulsory in particular cases. Set Modification Parameters This step allows you to define the following central settings for your BOMs: • Activating validity maintenance If you activate validity maintenance. 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. Note The modification parameters set here are valid both for material BOMs and equipment BOMs. Remember that the base unit of measure for equipment BOMs and functional location BOMs is always 'piece'. you cannot make any changes in the BOM with a historical record. as a rule. Page 69 of 85 . this will be proposed as the "valid from" date instead of the current date. This is. • • Activating management If you activate engineering change management.

Default settings The following settings are supplied in the standard system: • • • validity maintenance and EC management are active the current date is proposed CAD is active Recommendation It is recommended that you use the SAP standard settings. engineering. and can be released for the planned order. The BOM status controls other activities in different areas (for example. for example.BOM active This BOM can be exploded in material requirements planning. In this case. Example of default settings 1 . no action is required on your part. 2 . Activities Define the central settings for BOMs. Activities Define the possible BOM statuses. Define BOM Status You can define the possible BOM statuses in this menu option. Define Default Values Page 70 of 85 .BOM inactive The editing options above are not possible. material requirements planning). costing. Recommendation SAP recommends that you accept the settings defined in the standard system.

The SAP System proposes the base quantity when you create a BOM. Requirements You must have already processed menu option " Define BOM status". The SAP System proposes the BOM status when you create a BOM. Further Notes The default values that you enter here are valid both for material BOMs and for equipment BOMs. Recommendation You should use the default value supplied by SAP for the unit of measure for variable-size parts. • Unit of measure for variable-size part The unit of measure of the variable-size part will be proposed when you maintain variable-size items. • BOM status The BOM status controls activities in other organizational areas.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. It will be specified in millimeters (= mm). Activities Define the following default values for maitaining BOMs: • • • • base quantity BOM status size unit unit of measure for variable-size part Page 71 of 85 . • Size unit The size unit entered here will be used for variable-size items if you do not maintain a unit for them. It does not make sense to change this value.

This function is only possible for BOMs that are exclusively relevant to plant maintenance. Other areas such as production. for example. If you then add components of the BOM. you define the user departments (production. 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. In this section. engineering and so on) a BOM of a particular usage can be used in. plant maintenance. you can enter for each BOM item an item status which defines the possible usages of this special item. for example. You define which user departments (production. this means that even the individual items can only be relevant to Plant Maintenance. plant maintenance.General Data You can define the following in this section: • • • BOM usage in plant maintenance control data and default values for the header data 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. Note You can create BOMs for materials within maintenance BOM management for which no plant data is maintained. cannot use usage '4'. The BOM usage must be specified when a BOM is created. • Maintenance BOMs The maintenance BOM contains only the parts that can be repaired or replaced during regular maintenance tasks or repair tasks. you maintain the BOM usage . Define BOM Usages When you maintain BOM usage. The production BOM contains all the parts needed for production. Page 72 of 85 . If you only allow the area of Plant Maintenance in theBOM usage. engineering and so on) by which a BOM of a particular usage can be used.

The indicator that shows the usage is relevant to plant maintenance should only be used when this is the case. Furthermore. Define Default Values for Item Status You can define default values for the item status for each BOM usage in this menu option. Page 73 of 85 . The item status is proposed in BOM maintenance when you create new BOM items. Use the BOM usages that have already been set up and change the item status control if necessary. If you have BOMs that are related to a particular area. Recommendation When defining the default values. Define any further BOMs according to your requirements. production and plant maintenance) can also be used jointly in material BOMs. • • 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. However. you can maintain the BOMs separately for each area. Bear in mind that the status spare part indicator refers to the production BOMS and not to the maintenance BOMs.Note • BOM components that are needed by several user departments (for example. Requirements You must have already defined the BOM usage. the usage can no longer be deleted. Activities Define the BOM usages. pay attention to the settings allowed in the definition of the BOM usages. In the case of maintenance BOMs. you should always check the indicator maintenance relevant. this may involve an increase in the amount of time it takes to maintain all the BOMs. The SAP System checks the consistency of the settings automatically. the usage can also only be changed to a limited extent. This means that you may not use the item status spare part indicator in maintenance BOMs. Once BOMs exist for a BOM usage .

If a BOM usage has no default copy values. Example You want to use production BOMs as a reference for plant maintenance. as the system copies all the item statuses that can be copied on the basis of the BOM usage. they will be followed whenever items are copied. The following rules apply: • If a BOM usage has default copy values. You only want the item status 'PM' allowed when the maintenance BOM is maintained. Define Material Types Allowed for BOM Header You can define whether BOMs can be created for materials of a particular type for each BOM usage in this menu option. which in this case is simply only the item status 'PM'. all the indicators that are allowed in the new BOM will be copied when an item is copied. Activities Configure the default values as necessary for the item status of the individual BOM usages. Define Copy Default Values for Item Status If you want to use the BOMs of other user departments as a reference when creating maintenance BOMs. 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. • Note If you only use the item status 'PM' for maintenance BOMs. you can specify in this menu option that the item status of the copied item is to take on certain features for maintenance BOMs. Define for the corresponding BOM usage (reference) and the BOM that is to be created (e. Page 74 of 85 . you do not need to maintain default copy values.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. You have the option of masking the material type entry.g. Actions Configure the necessary default copy values. The item statuses 'production' and 'construction' are allowed in the production BOM.

Enter new material types if necessary. you can only change it again with a history. Activities Define the engineering offices or laboratories. The engineering office or laboratory is maintained in the BOM header. you can maintain BOMs either with or without a history. no action is required on your part. In this case. You can use this assignment for evaluation purposes. Exception: Page 75 of 85 . Your choice of control indicator determines whether the entry is allowed or not. • Example: Example of allowed material types in BOM Recommendation SAP recommends that you accept the settings defined in the standard system. Note If you do not make any settings. Define the allowed material types for the BOM header.When you create a new BOM. 2. You should contact the person responsible for the MM component before you delete any entries. Define History Requirement for Bills of Material You can define in this menu option whether changes can only be made with a history ( change master record) to BOMs of a particular BOM usage and BOM status. The masked entries are checked last. The entries for laboratory and office are also used by the Materials Management (MM) component. Once a BOM has been changed with a history. Define Responsible Designers/Laboratories You can allocate a main engineering office or laboratory to each BOM. the material type is checked as follows: • The entries that are fully qualified (those not masked) are checked first. Actions 1.

Screen selection and structure of the item detail screens in BOM maintenance is also controlled by the item category. 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.There is a special authorization that lets you change BOMs without a history that have previously been changed with a history. The item category answers the following questions: • • • Is the entry of a material required? Is inventory management by quantity carried out for this item? Is the item a text item without any functionality? Page 76 of 85 . You define the following amongst other things: • • • item categories object types spare part indicators Define Item Categories When you enter a new BOM item. This category defines the features and functions of the item. you must allocate it an item category. Item Data You can make the settings that relate to the BOM items in this section. the following conditions must be fulfilled: • • EC management must be active validity maintenance must be active Activities Define the BOM usages and statuses for which BOM changes must occur with a history. Example You want changes to active maintenance BOMs to be documented in the system.

• Is the item a document item? In the case of document items. Use the item categories that exist as a guide or ask your consultant for his or her advice. you can enter a document that you have created in the system . Note • Note that you cannot combine all the features and functions with one another when you are defining new item categories.• • • • Is the entry of individual sizes to be possible for this item (variable-sized item)? Which quantity sign is defined? Are sub-items supported? Is it a structure element in plant maintenance? No plant check is made for the material in the case of maintenance structure elements. The system carries out the corresponding checks. • • Default settings The following item categories are supplied in the standard system: • • • • • • document item stock item text item non-stock item variable-sized item PM structure element (plant maintenance) Page 77 of 85 . You should only use an item category like this exclusively for items that are used purely for structuring maintenance BOMs. • What is the screen selection and item detail screen structure? Screen selection is defined for each item category by means of the item control key. Do not delete item categories that still have BOM items. It is also important that you choose the correct item control key. The definition of new item control keys is not supported.

if you do not use document administration you can easily avoid great deviance in the object categores. Define Material Types Allowed for BOM Item You can define in this menu option the types supported in the creation of BOM items in relation to the BOM usage and the BOM header material type. in other words you can enter an "*" (wildcard) instead of a particular usage. documents and without objects (for example. Proceed Define Object Types BOM items differ according to their objects. You should only create new item categories when you cannot represent the required functionality using the standard item categories supplied. You can define an object category here for each type of BOM item that will show you the type of item in each case in the general item overview screen. You should plan to use only simple BOM structures with few object categories. text items). You can mask the entries in the fields "BOM usg". You should not change them. The assignments are for information purposes only. Example Object category BOM item object ---------------------------------------M Material D Document ' ' No object Actions Define the object categories for each BOM item. Mat type BOM h" and "Mtype BOM item". The SAP System checks the material type when you enter new BOM items as follows: Page 78 of 85 . For example. This then represents all the possible usages.Recommendation You should use the standard item categories supplied by SAP. Actions Define any item categories required. There are BOM items with materials.

Recommendation If you use the BOM usages supplied in the standard system.e. Page 79 of 85 . Requirements You must have edited the following menu options already: • • • " Define BOM usages" " Define allowed material types for BOM header" 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. Actions Define the material types that are allowed for the creation of BOM items for each BOM usage as required. all the entries supported for a field) 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. Example You can define the material types allowed in the creation of new BOM items as follows: -------------------------------------------------------------------BOM Material type Material type Allowed/ usage BOM header BOM item not allowed -------------------------------------------------------------------1 HALB * + 1 HALB VERP -------------------------------------------------------------------* = masked (i.• • 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. All other material types are allowed (indicator +). you can also use the default settings in this menu option.

You can classify spares on the basis of the spare part indicator (for example. Note The spare part indicator is not needed for maintenance BOMs. You can define formulas for variable-sized parts in this menu option. Define Material Provision Indicators In this step you define the material provision indicators. If you have entered a formula key in the BOM item. A spares. It is evaluated in material requirements planning. You can also use the material provision indicator in BOM evaluations as a selection criterion. Define Spare Part Indicators You can define various spare part indicators in this menu option. which can then be used to calculate the quantity of the variable-sized part. 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. • Activities Enter new formulas for variable-sized items if necessary. There are two types of material provision: • • material provided by a customer material provided by a vendor Page 80 of 85 . The material provision indicator identifies BOM items for material provision. The quantity of a variable-sized part is calculated as follows: • If you have not entered a formula key in the BOM item . B spares and so on. and a country-specific classification of spares is possible similar to this). the measurements are multiplied by one another.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. as these consist solely of spare parts. calculation occurs on the basis of the algorithm recorded in the appropriate formula key.

Determination of Alternative Bills of Material A material can have several BOMs of different usages. You can allow several usages for equipment . in other words you cannot create a multiple BOM for a piece of equipment. but you can only create one BOM for each usage. Decide which types of material provision apply in your case. A BOM usage priority order is connected with selection ID. 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).Activities 1. There may be several alternatives for each usage in the case of multiple BOMs . 2. Define in this section: • • the priority with which the individual BOM usages are to be observed the alternative that is to be selected within a usage 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. Define the material provision indicators accordingly. 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 "valid from" date • • • • • Processingstatus: not yet maintained Define Priorities for BOM Usage You can define your selection priorities in this menu option for the automatic selection of a BOM usage: Page 81 of 85 . The preferred BOM usage for a selection ID is determined by a priority order.

If you have several BOM usages for plant maintenance. PM-Specific Selection Criteria for Alternative Determination You can define the criteria and selection terms for the determination of BOM alternatives in this menu option. You can define within the selection ID the BOM usage that is to have priority. If you are only working with one usage ('04' in the standard system). BOM usage 4 is assigned to selection ID 03 in the standard system with the highest and only priority. Page 82 of 85 . • 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'. Define Selection Criteria for Alternative Determination You can define a selection ID in this menu option that can be used for determining alternatives on the basis of priorities. Example: You are using the standard application INST for plant maintenance. by means of which you can define the determination of BOM usages by priorities. You can now allocate a selection ID (03 in the standard system) to the standard application INST. enter an order of priority for the BOM usages. Standard settings In the standard SAP delivery. you only need to check the default settings. you define the order of the usages here. Recommendation Find out the BOM usages that you are using for plant maintenance. This assumes that you have already defined several BOM usages for plant maintenance. To do this. the BOM usage 4 is assigned to the selection ID 03 with first and sole priority. Activities Define the BOM usage priorities.• The selection of a suitable BOM usage depends on the selection ID of the user department (plant maintenance is '03' in the standard system).

Note If you have chosen a different term to 'INST' in the selection criteria. In this case.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. Activities Configure the selection IDs for your maintenance BOMs. Recommendation SAP recommends that you accept the settings defined in the standard system. no action is required on your part. Activities Check the selection term. Standard settings The sytem can only work with a single selection term. you must enter the new term here. The SAP System determines an alternative BOM for the required BOM usage by • • • plant material number "valid from" date Page 83 of 85 . This selection term is defined as 'INST' in the standard system and you cannot change it. Define Alternative Selection by Material You can define the selection of an BOM on the basis of material numbers in this menu option. Check Selection Term for Alternative Determination You can define the selection term in this menu option by means of which an alternative is selected for maintenance BOMs.

Page 84 of 85 . You can change the default values at any time if necessary. Make User-Specific Settings This menu option allows you to specify default values for users who work with bills of material. You can specify the following default values: • • • • • • • item increment item category for the "New Materials Items" screen item category for the "New Document Items" screen item category for the "New Class Item" screen material provision indicator PM assembly (maintenance BOMs) dialog print options (BOM evaluations) Recommendation You should maintain the following values: • • item category for the "New Material Items" screen item category for the "New Document Items" screen You can define default values which are valid for all users by making entries for a user 'DUMMY'. Activities Define the alternative selection.Note This method of selecting an alternative BOM is not allowed for equipment BOMs and BOMs for functional locations. Configuring an alternative selection is only of use when the system is running. Recommendation • • Edit this menu option when you want to use multiple BOMs.

Activities Specify the user-specific default values. Page 85 of 85 .

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