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'.

Check the delivered authorizations as follows: a) Select the object class for the application. 4. Select the authorizations you wish to transport. Remember that your users may need further authorizations to edit business processes. d) Save and activate the new authorization. You transport authorizations as follows: 1.confirmations I_IWERK maintenance planning plant C_TCLA_BKA Class types Standard settings In the SAP standard delivery. Choose Authorization -> Transport. You will find for authorization objects • • Maintenance authorizations Display authorizations The delivered authorizations are valid for all organization units. 3. Activities 1. Confirm your selections and enter the correction number. You see the list of authorization objects.1.1. Display the list of authorizations. Select the object class. You see the list of authorizations for this object. 2. select Authorization -> Create b) Enter the authorization and a short text. 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 . If necessary. authorizations are provided for all authorization objects of the application. 2.b Define User Status This section explains how to adapt general SAP status management to your requirements. Note The authorizations listed here refer to functions in Plant Maintenance. 5.Classify orders Comp. c) Select a field to maintain individual field values. create new authorizations: a) To do this. 1. b) Select an object.

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

However. 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 . you must also specify a lowest and a highest status order number for the status. 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. the user status can always be set. If you assign a status order number to a user status. These limit the order number interval from which the following user status can be chosen. The status order number determines the sequence in which the user statuses can be activated.• 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.

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

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

you can allocate the permits to the individual pieces of equipment and functional locations.2 Permits In this section you will learn how to customize permits for maintenance order processing. The equipment is installed at a functional location to which the permit 'Special fire-resistance check' is assigned. You have the following options: • • permit issue necessary before order release permit issue necessary before order completion For every permit.1. you can define permit categories. Every permit can be allocated to a permit category. you can define at which time the permits must be issued during order processing. You can use permits to define certain rules or conditions which are to be observed during the execution of maintenance tasks.1. the permit categories represent a possibility for grouping or classifying permits. 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. Example You define the permit 'Driver's license for industrial trucks' for a piece of equipment. 'Driver's license for industrial trucks' and 'Special fire-resistance check' are proposed as possible permits. and can be used for information and analysis purposes. Business background When allocating one or more permits to a PM object. Consequently. With the master record maintenance transactions. Page 11 of 85 . Furthermore.

class type for permits.1.2 a Define Permit Categories Every permit must be allocated to a permit category . You can represent groups of permits that belong together via the permit category. Activities Define the permit categories. 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. In order processing. In this step you define these permit categories. The permit class currently fulfills the following functions in the maintenance order: Page 12 of 85 . 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.Note If you mark the 'Proposal' field when maintaining the permit in the object master record. you define a permit group and assign a permit class to it. You can currently only define one permit group.1. which are used for information and documentation purposes. 1. The permit class must belong to class type '049'.2 b Define Permit Groups In this step. 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. Further information Furthermore. the permit will be automatically assigned during order processing.

By choosing 'Continue'. you reach another screen in which you can specify attributes for the selections fields. 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 maintain new permits using the application menu. you reach an additional window.Classification of permits Automatic selection of permits The number and type of possible permits relates directly to the associated maintenance objects. for example. This means that new permits may be necessary at any time due to new equipment master records or new functional locations. You usually find the functions: • • • Selection screen list display mode Selection screen list change mode Maintain field selection list When you choose selection fields. so that. 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. you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. 1. outstanding permits and those already issued can be considered separately.2 c Set List Editing for Permits Here you can set the list of permits. It is recommended that several variants are defined. predefine a selection just for the permits which they can issue themselves. Each user can. Page 13 of 85 . Procedure When you execute the function.1. Here. in which you must mark 'Variant for all selection screens'. of course. Legal requirements can also require the creation of new permits. you reach a screen in which you have several selection options. For this reason.

In this case. and generate their own selection screen there using the function 'Set variants'. not a concrete value. • Invisible This means that this field is hidden in the selection screen and cannot be used as a selection criterion. Maintenance or user-specific selection screens This function is not set using Customizing. and the user-specific selection screen should be proposed automatically when the report is called up. If you want to define an individual selection screen for each user. but is not ready for input. The system thereby automatically generates the variant 'U_USERNAME'. • Variable This means that this field is given a variable. the name of the report variant must begin with 'U_USERNAME'. you have a selection field with a value which should not be changed by the user. For example. if the selection is always performed using a certain call horizon (for example. which is always called up for the user after saving for subsequent transactions used. For example. you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion. The selection screen defined by you is only then proposed by the system. you reach the initial screen with all the selection fields. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction.The attributes have the following meaning: • Protected This means that this field is displayed in the selection screen. Setting the field selection settings Page 14 of 85 . There you can define the standard selection screen. Maintenance of selection variants When you execute the function. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. Note Each user can also create their own selection screen. The user can call up the function 'Settings' from the list. The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction. the current month). 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.Cross-Application Functions" in the R/3 library. To do this. Measuring Points. measurement position 2 'pressure in Page 15 of 85 . 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. see "PM . Counters and Measurement Documents In this section you make the settings for the measuring points. Define Measuring Point Categories In this step. you define categories.You maintain the field selection for the list by executing the report. You need measuring points if you want to manage measurement readings or counters for technical objects in the system. 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. you must first define a measuring point category. measurement position 1 'pressure in left front tire'. For more information about working with lists. and then choosing 'Settings' -> 'Display variants' in the list. You always need measuring point categories if you want to record measurement or counter readings for or functional locations. Measurement readings and counters refer to characteristics in the classification system and are uniformly managed as measuring points in the system. which is then always used if the individual user has not defined their own field selection.

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

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

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

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

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

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

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

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

Additional information It is possible to transport settings into another client or SAP system. you define the partners for service and maintenance processing. Partners In this section.Define Warranty Counters In this step you can define warranty counters and specify one warranty counter as a default counter. but remember that this should be done only if the characteristics in the target system correspond exactly to the characteristics defined here. The settings apply to partner data for: • • • • Functional locations Equipment Notifications Orders Define Partner Determination Procedure and Partner Function In this step. This counter will be copied automatically when you create a master warranty. you adapt the presettings for the field selection for list display of partner data to your requirements. Activities Define the warranty counters. • • • • The following partner types are defined in the system: Customer (customer number) Contact person Vendor (vendor number) Page 24 of 85 . Note You must make these settings when you set up performance based warranties.

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

you can. 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. 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'. of course. The fields that you choose at this point are used for the field selection. still add new partners to the notification and order. 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. In the master data. you can define which of your partner functions should be copied automatically into the corresponding movement data. If the indicator is set.Copy Partner Functions to Master and Movement Data In this work step. you can still copy the partners in the notification or in the order using the function code or maintain new partners manually. 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. If you do not set the indicator. You can make this assignment unique for each partner profile and each partner function.

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

so that the field with the number '1' appears first in the list. Page 28 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'. and so on. the fields you have activated will be displayed to him. 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.Activities Define the fields and their sequence for vendor data list displays. and so on. If a user does not define his own field selection. • • • Activities Define the fields and their sequence for HR data list displays. these fields are displayed to the user in the relevant application transactions in the lists. If you provide fields with a number. so that the field with the number '1' appears first in the list. 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. However. Numbering fields defines the sequence in the list. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. 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. Numbering fields defines the sequence in the list. 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. The fields that you choose at this point are used for the field selection. the field with the number '2' second.

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

and so on. 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. If a user does not define his own field selection. the field with the number '2' second. so that the field with the number '1' appears first in the list. The fields that you choose at this point are used for the field selection. • • • Activities Define the fields and their sequence for the list display of positions. the fields you have activated will be displayed to him. 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. 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'. 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'. and so on. 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. The fields that you choose at this point are used for the field selection. However. 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. If you provide fields with a number.Activities Define the fields and their sequence for the list display of organizational units. Numbering fields defines the sequence in the list. 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.

the field with the number '2' second. so that the field with the number '1' appears first in the list. the fields you have activated will be displayed to him. 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. However. 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. these fields are displayed to the user in the relevant application transactions in the lists. 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. Numbering fields defines the sequence in the list. the fields you have activated will be displayed to him. The fields that you choose at this point are used for the field selection. • • • Activities Define the fields and their sequence for user data list displays. If you provide fields with a number. 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. 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. and so on. 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. If you provide fields with a number. • • • Page 31 of 85 . If a user does not define his own field selection.

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

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

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

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

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

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

Define Category of Reference Functional Location Reference functional locations help you to save time when entering locations. to the structure or to the technical data just once in the system. then they automatically work with the primary labeling system. 2 and 3. only have to be made once to the reference functional location. For example. you should not define as many labeling systems. 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. However. 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. You can define various categories of reference functional locations here. the user must normally assign a labeling system. 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. only one feature is defined for one of these parameters. the domains TPLNR_1. You can use these domains to access specific labeling systems in list reports and print programs. then the corresponding entry field is hidden automatically by the system and completed internally. Example You have three filling machines with the same structure in your company. Therefore. Changes to PM data. These filling machines are to be managed in the system with three different functional locations. for example. Solution: You create a reference functional location for a filling machine. for example. if you are using several CAD systems. If the user has not created their own profile. 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". You want to enter changes made by the manufacturer.The users can switch between the different labeling systems by means of user profiles. Further Notes When creating a functional location. Recommendation For labeling systems 1. if in Customizing. structure indicator and location category.

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

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

Equipment In this step you configure the equipment master records. You use the equipment category to define the characteristics for an equipment master record. 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. Using the control characteristics. 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. Equipment Categories You must allocate an equipment category to every equipment master record that you create. You determine the features of an equipment master by its equipment category. you can decide how many and which equipment categories you require. Adapt the equipment categories configured to your company's requirements or define new categories if required.

a deactivated view can always be reactivated again for each equipment master record. for example. other data for internal enhancements. 3. The views represent additional data screens for the equipment master record. Activities 1. • • Sales data view PRT view Page 46 of 85 . which provides you with a user-friendly set-up of the screen templates. Assign a reference category to each equipment category. It is therefore an uncritical setting that can be canceled at any time. Enter the descriptions for your equipment categories. you can also assign additional equipment views to each equipment category. these assignments are used solely to enable the system to be operated more easily. However. 2. You can activate or deactivate the following views. Field selection is defined using the equipment reference categories. In addition to the view profile. Specify the indicators for your equipment categories. you can define other views for each equipment category. Define Additional Business Views for Equipment Categories In this step. or sales data which is only required in special cases for equipment maintenance.• 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.

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

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

Requirements The fleet object types must be defined in Customizing first as types of technical object. Define Consumable Types In this step. you can define consumable types. you can configure the screen templates differently for fork-lift trucks and heavy goods vehicles differently. Page 49 of 85 . Example Here you can define. It is considered as a criterion for usage-related categorization. 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.Example For example. Example For example. The usage type can be freely defined by you. you can define different usage types for fleet objects. Define Usage Types for Fleet Objects In this work step. whether a fleet object can be used: • • • • Exclusively for business Privately and for business As company transport For Executive Board purposes and so on. for example. You can assign three consumable types to each fleet object.

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

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

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

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

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

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

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

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

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

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

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

the current month).• Invisible This means that this field is hidden in the selection screen and cannot be used as a selection criterion. 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. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. Maintenance or user-specific selection screens This function is not set using Customizing. XXXX stands for the relevant application transaction. In this case. The name of the selection variant is always 'SAP_TCODE_XXXX'. The selection screen defined by you is only then proposed by the system. If you want to define an individual selection screen for each user. The user can call up the function 'Settings' from the list. Note that the setting you make here for the field selection becomes a presetting. if no individual selection screen has been defined for the user under their user name. and the user-specific selection screen should be proposed automatically when the report is called up. The system thereby automatically generates the variant 'U_USERNAME'. Note Each user can also create their own selection screen. which is then always used if the individual user has not defined their own field selection. Maintenance of selection variants When you execute the function. • Variable This means that this field is given a variable. the name of the report variant must begin with 'U_USERNAME'. For example. which is always called up for the user after saving for subsequent transactions used. Page 61 of 85 . you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion. There you can define the standard selection screen. not a concrete value. if the selection is always performed using a certain call horizon (for example. and generate their own selection screen there using the function 'Set variants'. you reach the initial screen with all the selection fields. Setting the field selection settings You maintain the field selection for the list by executing the report.

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

In a serial number profile. 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.The serial number profile defines how and under which conditions a serial number is assigned for a material. 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 . Note that this setting can only deliver meaningful results in combination with the setting of whether an operation requires serial numbers. you define profiles. 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. This assignment is made at plant level in the material master record. The business operations. a material can have a mandatory serial number in one plant but not in others. However. Define Serial Number Profiles In this step. This means that you can assign a separate serial number profile to a material for each plant. A serial number profile must be assigned to each material that is to be serialized.

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

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

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

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

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. If a user does not define his own field selection. default values and general data). the fields you have activated will be displayed to him. If you provide fields with a number. control data. 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. An individual can define his own user-specific list from the field list you have defined. you should only edit this section after consulting the person responsible for the customizing of the PP BOMs. Material Requirments Planning. the field with the number '2' second. Materials Management. Costing and so on) Note Check whether the BOMs have already been configured during customizing of the Production Planning System (PP). If this is the case. Notes • The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection. so that the field with the number '1' appears first in the list. This is particularly important in the case of central settings (engineering change management. • • • Bills of Material You can set up your BOMs in this section. Control Data for Bills of Material Page 68 of 85 .Numbering fields defines the sequence in the list. However. modification parameters. and so on.

this will be proposed as the "valid from" date instead of the current date. If validity maintenance is not active. This switch ensures that an additional field appears in the BOM header and BOM item. Note The modification parameters set here are valid both for material BOMs and equipment BOMs.1. This is. you then have the option of specifying a "valid from" date when maintaining a BOM. BOMs are created with the current date or if necessary with the internal system low date (1. 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). activate the CAD switch.1990). Remember that the base unit of measure for equipment BOMs and functional location BOMs is always 'piece'. as a rule. • Activating the low date If you activate the low date (1.1990).You can maintain the central parameters for your BOMs in this section. • Size unit for 'piece' Here you can define a proposed unit of measurement for the BOM header and the BOM items. • • Activating management If you activate engineering change management. You specify in the menu option " Determine history requirement for BOMs " whether the use of engineering change management is compulsory in particular cases. If you deactivate engineering change management. You only determine in this step whether or not BOM maintenance can be carried out with engineering change management. you cannot make any changes in the BOM with a historical record. a one-time setting which should not be changed once the system is productive. Page 69 of 85 .1. This field tells you whether the BOM header or BOM item was maintained from the CAD system. • 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. Set Modification Parameters This step allows you to define the following central settings for your BOMs: • Activating validity maintenance If you activate validity maintenance.

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

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

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

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

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

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

Item Data You can make the settings that relate to the BOM items in this section. Requirements If you want BOMs to be maintained with a history. you must allocate it an item category. This category defines the features and functions of the item.There is a special authorization that lets you change BOMs without a history that have previously been changed with a history. 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. 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 . Example You want changes to active maintenance BOMs to be documented in the system. You define the following amongst other things: • • • item categories object types spare part indicators Define Item Categories When you enter a new BOM item. 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.

you can enter a document that you have created in the system . Use the item categories that exist as a guide or ask your consultant for his or her advice. • 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. • Is the item a document item? In the case of document items.• • • • 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. Note • Note that you cannot combine all the features and functions with one another when you are defining new item categories. The system carries out the corresponding checks. You should only use an item category like this exclusively for items that are used purely for structuring maintenance BOMs. Do not delete item categories that still have BOM items. It is also important that you choose the correct item control key. • • 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 . The definition of new item control keys is not supported.

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. You should not change them. This then represents all the possible usages. 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. There are BOM items with materials. text items). in other words you can enter an "*" (wildcard) instead of a particular usage. The SAP System checks the material type when you enter new BOM items as follows: Page 78 of 85 . documents and without objects (for example.Recommendation You should use the standard item categories supplied by SAP. You should plan to use only simple BOM structures with few object categories. For example. You should only create new item categories when you cannot represent the required functionality using the standard item categories supplied. You can mask the entries in the fields "BOM usg". Proceed Define Object Types BOM items differ according to their objects. Mat type BOM h" and "Mtype BOM item". Actions Define any item categories required. if you do not use document administration you can easily avoid great deviance in the object categores. 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.

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. Actions Define the material types that are allowed for the creation of BOM items for each BOM usage as required. 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.e. Page 79 of 85 . Your choice of a "(not) allowed" indicator determines whether or not the entry is allowed. you can also use the default settings in this menu option. All other material types are allowed (indicator +).• • The entries that are fully qualified are checked first and then the masked entries. 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. Recommendation If you use the BOM usages supplied in the standard system.

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

Decide which types of material provision apply in your case. An alternative must be specified within the BOM usage in the case of multiple BOMs. There may be several alternatives for each 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 . A BOM usage priority order is connected with selection ID. 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. The preferred BOM usage for a selection ID is determined by a priority order.Activities 1. in other words you cannot create a multiple BOM for a piece of equipment. Determination of Alternative Bills of Material A material can have several BOMs of different usages. 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). Define the material provision indicators accordingly. but you can only create one BOM for each usage. 2. You can allow several usages for equipment .

Standard settings In the standard SAP delivery. the BOM usage 4 is assigned to the selection ID 03 with first and sole priority. Activities Define the BOM usage priorities. you define the order of the usages here. enter an order of priority for the BOM usages. If you have several BOM usages for plant maintenance. You can define within the selection ID the BOM usage that is to have priority. This assumes that you have already defined 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 only need to check the default settings. BOM usage 4 is assigned to selection ID 03 in the standard system with the highest and only priority. To do this. Recommendation Find out the BOM usages that you are using for plant maintenance. 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. 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. • 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'.• The selection of a suitable BOM usage depends on the selection ID of the user department (plant maintenance is '03' in the standard system). Example: You are using the standard application INST for plant maintenance. If you are only working with one usage ('04' in the standard system). Page 82 of 85 .

no action is required on your part. In this case. Note If you have chosen a different term to 'INST' in the selection criteria. Define Alternative Selection by Material You can define the selection of an BOM on the basis of material numbers in this menu option. you must use the appropriate selection term here for the alternative selection.Note If you have changed the selection term INST for the selection of an alternative. Standard settings The sytem can only work with a single selection term. 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. 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. Activities Check the selection term. Activities Configure the selection IDs for your maintenance BOMs. Recommendation SAP recommends that you accept the settings defined in the standard system. you must enter the new term here.

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'.Note This method of selecting an alternative BOM is not allowed for equipment BOMs and BOMs for functional locations. Make User-Specific Settings This menu option allows you to specify default values for users who work with bills of material. Page 84 of 85 . Activities Define the alternative selection. Recommendation • • Edit this menu option when you want to use multiple BOMs. Configuring an alternative selection is only of use when the system is running. You can change the default values at any time if necessary.

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

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