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Task Lists
 Business Process  Task List Management  Task List and Order  Configurable Task Lists  Customizing

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LO810

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Business Process

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Switch off Dismantle Clean Reassemble

Material PRT Target time Inspection characteristic

Which operations have to be performed?
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In your company, specific maintenance tasks are to be performed for all pumps at regular intervals. This work consists of a number of standard operations such as deactivation, safety check, disconnecting power supply of pump and so on. Therefore, these operations are grouped together in one maintenance task list which can be used repeatedly for different maintenance orders.

(C) SAP AG

LO810

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Unit Objectives:
At the conclusion of this unit, you should be able to
 Create task lists  Assign material, PRTs and so on to

operations
 Manage where-used lists  Perform mass changes  Analyze costs  Copy task lists into orders  Make the most important settings in

Customizing
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(C) SAP AG

LO810

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4 Topic Overview  Business Process  Task List Management  Task List and Order  Configurable Task Lists  Customizing R © SAP AG (C) SAP AG LO810 1-4 .0.

General maintenance task list (A) Each type can be used for routine and for planned maintenance.  (C) SAP AG LO810 1-5 .Functional location task list (T) . They are distinguished by an indicator: .Equipment task list (E) .0.5 Maintenance Task List Types E Equipment task list A T General maintenance task list Functional location task list R © SAP AG  The PM System provides three types of maintenance task lists.

Therefore.   (C) SAP AG LO810 1-6 . The group numbers for equipment and functional location task lists are only assigned internally. you should subdivide your maintenance task lists into several small groups to facilitate processing.6 Maintenance Task Lists: Organization Group counters Task list header Pump_Wtg.0. The maintenance task lists within a task list group are identified by the group counter which numbers the task lists within a group sequentially. The group number for general task lists can be assigned internally or externally. Pumps Group counter = 3 Operation 10 Operation 20 Operation 30 Group counter = 2 Group counter = 1 R © SAP AG  The maintenance task lists in the PM System are combined into task list groups. The task list group is of particular importance for the general maintenance task lists because they are called up using the group number. The PM System handles all the maintenance task lists within a group as a unit. The data volume that the system has to process upon access to a task list group will thus be reduced and the system response times will be shorter. A task list group contains all maintenance task lists with the same or with similar maintenance job steps. Group counter: 1 Plangruppe Plangruppe Pump_Wtg.

Counter 01 02 03 04 Internal number assignment © SAP AG Task list group Pump_Wtg.0. The first task list that you create for a particular piece of equipment or functional location is identified by a task list group number and a group counter. loc. Further task lists for the same piece of equipment or functional location are identified by the task list group counter within the group. This means that the system assigns the number when you create the task list and informs you of the number under which the task list is saved.7 Maintenance Task Lists: Number Assignment K1-M01 Funct. Counter 01 02 03 04 Internal and external number assignment R Number assignment for equipment and functional location task lists  The numbers for equipment and functional location task lists are assigned internally. Number assignment for general maintenance task lists The numbers for general maintenance task lists can be assigned internally or externally.  (C) SAP AG LO810 1-7 . Task list group Counter 742 01 02 03 Internal number assignment 200125 Equipment Task list group 395 Pump_Wtg.

Profile (C) SAP AG LO810 1-8 .Work center .0.Maintenance strategy .8 Maintenance Task Lists: Structure I Plant Task list header Work center Planner group Maintenance strategy Operation 10 Operation 20 Operation 30 QM data Insp ecti on p o 3m on 6 m ths ont hs 12 mo nth s ints R © SAP AG The task list header contains the following assignments: .Planner group .Plant .QM data .Status .Condition of the technical system .

you can specify the key for the profile containing the required data in the initial screen. The data is automatically entered in the new maintenance task list. you can create a profile. Currency . .   (C) SAP AG LO810 1-9 . In order to reduce the time required to fill out these fields.0. The profile data can be overwritten at any time. . 0005 H 0001 US $ Operation 05 Operation 10 Operation 15 Operation 20 Time H H H H R © SAP AG  It is quite often the case that particular fields contain the same value or data in different maintenance task lists. Profiles are maintained in Customizing. When you create a task list. A profile contains standard information which is required in the same or in similar combinations during the processing of maintenance task lists.9 Maintenance Task Lists: Profile General maintenance task list Profile B Profile A Increment Unit Purchasing org.

1993 Pers.10. User fields are:  10 or 20-character text fields  Quantity fields  Value fields  Date fields  Indicator fields (C) SAP AG LO810 1-10 .10 Maintenance Task Lists: User Fields Gen. user-specific data in the maintenance task list which are assigned at operation level. User fields are maintained in Customizing. maint. Shaft 1435 mm 38 tons 01.0. R © SAP AG    User fields constitute additional. power: Last check: Usage Hydropneum. task list Preventive maintenance: Diesel locomotive 05 Operation Field key 1 Drive: Transmission: Rail gauge: Tract. Field key 2: Motor Text (20) Text (10) Quantity Gear shift Mount Power Field key 1: Diesel locomotive Text (20) Text (10) Quantity Value Date Indicator Control type Transmission Rail gauge Tractive power Last check Usage Pers.

Control keys are maintained in Customizing. R Operation 20 Operation 30 Info record © SAP AG   The control key defines whether an operation is to be processed internally (own labor) or externally (external labor).0.11 Control of Operations Internal processing Task list header Control key PM01 Content: Work center Standard text key Work required Oper. duration Wage data Operation 10 Sub-operation 10 Sub-operation 20 External processing Control key PM02 Content: Vendor Purchasing grp Net price Purchasing org. (C) SAP AG LO810 1-11 .

which are not listed in the bill of material for the maintenance object. The material components assigned to the maintenance task list are copied into the maintenance order when the maintenance task list is exploded in the maintenance order. to the maintenance task list directly.0. the bill of material corresponds exactly to the content of the structure list.   (C) SAP AG LO810 1-12 . functional location or header assembly) which is assigned to the maintenance task list. In this case. you can retrieve these material components from the bill of material for the maintenance object (equipment. On the other hand. On the one hand. In this case. the assignment is made using the material number. you can freely assign materials.12 Maintenance Task Lists: Component Assignment Task list header is t ture l struc Using Operation Operation 10 Sub-operation 10 Sub-operation 20 Using structure graphics Dire ct as Operation 20 Operation 30 mat eria l nu mbe r R © SAP AG  You can assign material components to the operations in the maintenance task lists.

13 General Task Lists: Component Assignment Gen. you must therefore enter an assembly in the general task list header first. You can assign material components to a general maintenance task list from the assembly bill of material (assembly 1) or from the sub-assembly bill of material (assembly 2) or from the general list of materials. the assembly in the general task list header can no longer be changed. task list Assembly 1 Bill of material Assembly 1 Material Operation 10 Operation 20 Operation 30 Material Assembly 2 1 2 Bill of material Assembly 2 Material Material 3 4 R © SAP AG  Material components in the general maintenance task list are assigned by the assembly in the general task list header. maint.0.   (C) SAP AG LO810 1-13 . In order to assign material components to a general task list. Once material components have been assigned to the general maintenance task list from the assembly.

The system does not automatically add the freely assigned material to the bill of material. The initial bill of material is kept in its original form so that you can call it up again at any time. your system administrator has to specify a BOM usage for maintenance-relevant BOMs (for example usage 4 in the SAP standard system) within the Customizing for maintenance task lists.14 FL / Equipment Task Lists: Component Assignment FL/equipment task list Bill of material FL/equipment 1 FL/ Material Operation 10 Operation 20 Operation 30 Material Assembly 1 2 1 Bill of material Assembly 1 Material Material Material R 3 4 5 © SAP AG   You can assign material components from the bill of material for the functional location/equipment or from the bill of material for the sub-assemblies to functional location/equipment task lists. Failure to observe this requirement may result in existing free material assignments being lost. The material components you wish to assign to an equipment task list or functional location-task list do not have to be available in the bill of material when the assignment is made. In order to enable the free assignment of materials for maintenance task lists. no more changes may be made to the assigned BOM usage.    (C) SAP AG LO810 1-14 . As soon as material has been freely assigned.0. You can also freely assign material.

This means being able to link or network them to one another. . network technology and relationships are available in the system. .SF relationship: The start of an operation is linked with the end of the following operation. The type of relationship defines how the individual operations are linked with each other. . A relationship describes the logical dependency between two operations in a maintenance task list.15 Relationships OP 010 OP 020 FS relationship OP 010 OP 020 SS relationship OP 010 OP 020 FF relationship OP 010 OP 020 SF relationship R © SAP AG  The chronological order and time-based dependency of the individual operations is very important for efficient planning and implementation of comprehensive maintenance work.SS relationship: The start of an operation is linked with the start of the following operation. For this. The relationship indicates whether an operation preceeds or follows another operation. There are four types of relationship: .   (C) SAP AG LO810 1-15 . Therefore.FF relationship: The end of an operation is linked with the end of the following operation. it is important to set up the individual operations for a maintenance task list with one another based on time.FS relationship: The end of an operation is linked with the start of the following operation.0.

----.----Work center 1 Work center 1 Pump_WTG 1 Pump_WTG 9 Pump_WTG 7 ? Work center 1 Work center 1 PRT R © SAP AG  It is often necessary to work out the usage of work centers or production resources and tools (PRTs) in different task lists in order to be able to plan capacities efficiently.--------.--Task lists----.0.----.--. (C) SAP AG LO810 1-16 .16 Mass Functions: Where-used List Usage work center 1: IH-Anleitungen IH-Anleitungen --IH-Anleitungen --.----.----.--.

--.----.----. (C) SAP AG LO810 1-17 .0.----- Work center 2 XX X X PRT Work center 1 R © SAP AG  Existing assignments of work centers and production resources and tools to task lists can be changed.17 Mass Functions: Changes IH-Anleitungen IH-Anleitungen --IH-Anleitungen --.--Task lists----.----.----.--------.--.

material XYZ $ 300 Non-stock material: Total: R $ 500 $ 1450 © SAP AG  You can only execute the cost analysis program for one task list type. you must run the program once for equipment task lists and once for functional location task lists. for example. for example. whether all the activity types and valuation segments for the assigned materials are maintained. 30: Contractors 1hr Internal processing: $ 500 External processing: $ 150 Stock material: Stock material 2 pc.All costs for external processing . there are the relevant system messages in the cost analysis log.    (C) SAP AG LO810 1-18 . you can request a log which checks all the master data relevant to the calculation for completeness and consistency. to determine the costs for equipment and functional location task lists. all external processing operations).All costs for internal processing In the cost analysis. The following are all entered into the cost analysis: . You can either refer the cost analysis to complete maintenance task lists or single out individual operations (for example. This means that if you want. 20: Electricians 1hr External processing Op.All material costs . 10: Mechanics 3hrs Op. The system checks. In the case of errors or inaccuracies.18 Maintenance Task List: Cost Analysis Task list header Costs Internal processing Op. material ABC Non-stock material 2 pc.0.

19 Topic Overview  Business Process  Task List Management  Task List and Order  Configurable Task Lists  Customizing R © SAP AG (C) SAP AG LO810 1-19 .0.

0. As from Release 4.For all operations using the task list factor .20 Task List Transfer Task list Order 902059 1 PM01 Task list factor Work center: Mechanics Fct X X 1 1 Operation 10 Operation 20 Operation 10 Operation 20 Operation 30 Operation 40 Operation 50 Operation 60 Operation 70 Operation selection Change possible R © SAP AG  To make creating orders for preventive maintenance much easier. you will be able to change the work center.0. existing task lists can be integrated directly into the order.For individual operations using the factor (fct) in the operation   (C) SAP AG LO810 1-20 . You can also determine how often an operation is to be executed: .

0.21 Selection Procedure for Task Lists I Order 902059 PM01 Pump_Wtg 7 Direct entry Pump_Wtg 7 Operation 10 Operation 20 Operation 30 Operation 40 Operation 50 Operation 60 Operation 70 R © SAP AG  Task lists can be selected in different ways within an order. (C) SAP AG LO810 1-21 .0A). If the task list group and task list group counter are known. the task list can be selected by direct entry (as from 4.

General task lists .For the object structure .0.22 Selection Procedure for Task Lists II Selection of general task lists: Pump_WTG Pump_WTG Pump_WTG Pump_WTG 1 2 3 4 Order 902059 PM01 List Selection For the object structure For the assembly R © SAP AG  Further selection procedures for task lists: .For the assembly (C) SAP AG LO810 1-22 .

all equipment task lists and functional location task lists for the piece of equipment concerned will be supplied as well as all general task lists with an assembly in the task list header that corresponds to the construction type for the equipment.0.23 Selection Procedure for Task Lists III Order 902059 PM01 Selection object-related Equipment / Functional location Construction type P-1000 Pump_Wtg 7 Pump_Wtg Assembly: Pump_Wtg 7 P-1000 7 Operation Operation 10 10 Operation Operation 10 20 20 Operation Operation Operation 20 30 30 Operation Operation Operation 30 40 40 Operation Operation 40 R © SAP AG  The object-related selection procedure enables task lists to be selected based on the reference object. If the specified reference object is a piece of equipment with construction type.  (C) SAP AG LO810 1-23 .

----.--IH-Anleitungen --.0A).----.24 Included Task Lists .--.Overview Task lists ----IH-Anleitungen PM01----.----.----- R © SAP AG  If operations from several different task lists are used in an order.--.----.----. the list of all task lists used can be displayed (as from 4.0. (C) SAP AG LO810 1-24 .--.----- Order 902059 Pump_WTG 8 Pump_WTG 23 Pump_WTG 6 Pump_Inst 4 0010 Operation 0020 Operation 0030 Operation 0040 Operation ----.--.--.--.

25 Topic Overview  Business Process  Task List Management  Task List and Order  Configurable Task Lists  Customizing R © SAP AG Configurable work lists are available in release 4.0.0A. (C) SAP AG LO810 1-25 .

26 What are Configurable Task Lists? General task list Pumps Order 902059 Variant 1 Operation 10 Operation 20 Operation 30 Operation 40 Operation 50 Operation 10 Operation 20 Operation 30 Operation 40 Operation 50 Operation 60 Operation 70 Variant 1 Variant 2 Pump = Variant 1 Variant 3 R © SAP AG   Configurable task lists enable you to combine operations for objects which only differ to a small degree. the selection of operations is based on characteristics.0. When a configurable task list is included in an order. a combination of characteristics and values. the characteristic value is requested. Thus. (C) SAP AG LO810 1-26 . in other words. Operations use object dependencies. When a task list is selected. you only need to create one single task list for different variants.

An object dependency is assigned to the operations in the general maintenance task list which should be made configurable (example: pressure head = 20). A configurable class must be assigned as the class type (class type 300 in the standard system).0. A configuration profile is created in the variant configuration. the class and the class type.: Pressure head Operation 10 Operation 20 Operation 30 Operation 40 Operation 50 Operation 60 Operation 70 Object dependency Pressure head = 30 Pressure head = 20 Pressure head = 10 Variant configuration Profil Object: Pump_Wtg 5 Class: Pumps Class type: 300 © SAP AG s listt sk i task l ce a nc e t na n na aiintte ane rall m a m e ne r l e ge n e ge urab l urab g fig Con fi Con R  The prerequisites for creating configurable task lists (general maintenance task lists) are:A A class must be created for the relevant objects in the classification system. This profile links the general maintenance task list (task list group and task list group counter).27 Functions I Classification system General maintenance task list Task list grp: Pump_Wtg TLGC: 5 Class Class: Pumps Class type: 300 Charac. The characteristics which play a role in the differentiation between objects are assigned to the class.     (C) SAP AG LO810 1-27 .

0. the operations which have this value for this characteristic in their object dependency are selected from the task list. When a value is entered.   (C) SAP AG LO810 1-28 .28 Functions II Order 902059 General maintenance task list Task list grp: Pump_Wtg TLGC: 5 Operation 10 Operation 20 Operation 30 Operation 40 Object dependency Operation 50 Operation 60 Operation 70 Pressure head ? R © SAP AG  When the configurable general task list is included into an order. the characteristic value is requested. The values available can be displayed using F4.

29 Topic Overview  Business Process  Task List Management  Task List and Order  Configurable Task Lists  Customizing R © SAP AG (C) SAP AG LO810 1-29 .0.

information regarding quantities. unit of measure for work and so on. general costs activity. deadlines.30 Customizing Profile User Fields Control Key R © SAP AG  Profile The profile can be used to perform settings when creating task lists such as increment of the operations. completion confirmation. Control key The control key defines the following parameters for the operations in the task list: Scheduling. costing. User fields The user fields can be used to define user-specific fields for texts.   (C) SAP AG LO810 1-30 . date. indicator and so on. long text available). service. unit of measure for duration. external processing. determining capacity requirements.0. values. text (calling up the long text. Selection is performed using a field key. printing. printing the time ticket. calculation key. printing the completion confirmation.

R © SAP AG (C) SAP AG LO810 1-31 .31 Summary (1)  Task lists enable recurring work steps to be summarized. maintenance strategies and relationships can be assigned to the operations in task lists.  Task lists can be related to a piece of equipment or a functional location.  Material. inspection characteristics. or they can be created as a general maintenance task list. production resources/tools.0.

0. The operations can be selected based on characteristics depending on the variant. R © SAP AG (C) SAP AG LO810 1-32 .32 Summary (2)  Task lists can be included fully or in part in maintenance orders.  Configurable task lists enable operations for different variants of an object in a task list to be summarized.