Professional Documents
Culture Documents
The R/3 Plant Maintenance (PM) application component provides you with a comprehensive software solution for all
maintenance activities that are performed within a company. The uniform, graphical user interface is particularly user-
friendly and quickly meets with acceptance, thanks to the numerous possibilities that are available for tailoring it to
meet individual requirements.
SAP PM Certification - Plant Maintenance Certification
To find out the latest certification topics or where to attend your SAP PM Certification course at your country, refer to
the SAP Education site: http://www.sap.com/services/education/index.epx
The certification test for becoming an application consultant for the SAP Plant Maintenance area is intended to provide
candidates with the opportunity of proving that they have a fundamental knowledge of this particular area of the PM
component as well as that they are able to apply this knowledge within a project environment.
The examination questions are based on the functionality and features of the SAP PM. The possible topics covers are:
1. Organizational Units and Master Data in Plant Maintenance
Organizational Units
- Maintenance Plant and Planning Plant
- Work Centers
- Storage Locations
Functional Locations
- Structure Indicator
- Reference Location and Functional Location
- Creation Options
- Data Transfer
Equipment
- Installation/Dismantling at Functional Locations
- Equipment Hierarchy
- Change Documentation
- Equipment Category
Material and Serial Numbers
- Serial Number Profile
- Goods Movement and Warehouse Stock
- Valuation Batches
Bills of Material (BOM)
- Assemblies
- BOM Categories
- Item Categories
- Change Documentation
Additional Functions
- Configuration
- Classification
- Measuring Points and Counters
- Partners and Addresses
- Document Link
- Status Management
- Permits and Warranties
- Data Transfer
2. Maintenance Processing
Breakdown Maintenance
Preventive Maintenance Processing
- Notification Types
- Objects and Object Information
- Catalogs and Catalog Profiles
- List Viewer for Notifications and Orders
- Order Type
- Object List
- Operation List
- Relationships
- Material List
- Availability Check
- Order Release and Printing
- Material Withdrawal
- Completion Confirmation in Time
- Technical Completion Confirmation
- Technical Completion
- Action Log and Document Flow
Processing External Services
- External Services as Individual Purchase Order
- External Services with External Work Centers
- External Services with Service Entry Sheets
Processing Refurbishment Tasks
- Valuation Type and Valuation Category in the Material Master
- Refurbishment Without Serial Numbers
- Refurbishment with Serial Numbers
- Inventory Management and Controlling
Processing Maintenance Projects
- Planning and Executing Maintenance Projects
- Completion, Settlement, and Monitoring of Maintenance Projects
CATS - Cross-Application Time Sheets
- Data Entry Profile
- Data Entry Sheet
- Data Transfer
Capacity Planning
- Scheduling
- Work Center and Available Capacity
- Capacity Leveling
- Employee Assignment
3. Controlling Functions in Plant Maintenance
Plant Maintenance in the Organizational Structures of Accounting
- Budget Planning and Monitoring
- Cost Estimation
- Planned/Actual Cost Determination
- Order Settlement
- Logistics Information System (LIS)
- Plant Maintenance Information System (PMIS)
- Enhancement Options
4. Preventive Maintenance
Task List Management
- Task List Types
- Profile and User Fields
- Component Assignment
- Task List and Order
Single Cycle Plan
- Structure
- Scheduling Indicator
- Deadline Monitoring
Strategy Plan
- Maintenance Strategy
- Task List and Maintenance Strategy
Performance-Based Maintenance Planning
- Counters and Measurement Documents
- Maintenance Plan Scheduling
Maintenance Planning with Several Counters
- Cycle Sets
- Link Type
Tcodes used for SAP Plant Maintenance
IA07 Display General Task List
IA03 Display Equipment Task List
IA13 Display Functional Location Task List
IR03 Display Work Centre
KO88 Settle Order (Single)
IW32 Change Work Order
IW31 Create Work Order
IW33 Display Work Order
IW38 Work Order List Editing - Change
IW39 Work Order List Editing - Display
IW40 Work Order List Editing - Display Multi Level
ME21 Create Purchase Order (pre R4.6)
ME21N Create Purchase Order (R4.6 onwards)
IP41 Create Single Cycle Plan (R4 onwards)
IE02 Change Equipment
IE01 Create Equipment
IE03 Display Equipment
IE05 Equipment List Editing - Change
IE08 Equipment List Editing - Display
IW42 Overall Completion Confirmation
IW26 Create Notification
QS42 Display Catalog
ML81 Create Service Entry Sheet
MM03 Display Material
CS03 Display Material BOM
IW13 Material Where Used List
IW66 Change Notification List of Tasks
IW67 Display Notification List of Tasks
IW22 Change Notification
IW23 Display Notification
IH01 Display Functional Location Structure
MB11 Goods Movement
MB31 Goods Receipt
IW8W Goods Receipt for Refurbishment (R4 onwards)
IP02 Change Maintenance Plan
IP03 Display Maintenance Plan
IP10 Schedule Maintenance Plan
IP30 Deadline Monitoring
IP11 Change Maintenance Strategy
IP12 Display Maintenance Strategy
IP19 Maintenance Scheduling Overview Graphic
IP24 Maintenance Scheduling Overview List
IW28 Notification List Editing - Change
IW29 Notification List Editing - Display
IW30 Notification List Editing - Display Multi Level
IW64 Change Notification List of Activities
IW65 Display Notification List of Activities
IW68 Change Notification List of Items
IW69 Display Notification List of Items
IQ03 Display Serial Numbers
IW24 Create Notification
IP42 Create Strategy Maintenance Plan (from R4 onwards)
IW25 Create Notification
IL02 Change Functional Location
IL01 Create Functional Location
IL03 Display Functional Location
IL05 Functional Location List Editing - Change
IL06 Functional Location List Editing - Display
IW41 Time Confirmation - Indvidual Entry
IW48 Time Confirmation - Collective Entry with Selection
IW44 Time Confirmation - Collective Entry no Selection
IA11 Create Functional LocationTask Lists
IA12 Change Functional Location Task List
IL02 Change Functional Location
IA05 Create General Task List
IA06 Change General Task List
IA01 Create Equpment Task List
IA02 Change Equipment Task List
IE03 Display Equipment
IR01 Create Work Centre
IR02 Change Work Centre
CA85 Replace Work Centre
IP13 Strategy Package Sequence
IP14 Strategy Package Sequence
IP04 Create Maintenance Item
IP05 Change Maintenance Item
IP06 Display Maintenance Item
IP17 Maintenance Item List Editing - Change
IP18 Maintenance Item List Editing - Display
IP02 Change Maintenance Plan
IP03 Display Maintenance Plan
IP15 Maintenance Plan List Editing - Change
IP16 Maintenance Plan List Editing - Display
IK11 Create Measurement Documents
IK12 Change Measurement Documents
IK13 Display Measurement Documents
IK22 Measurement Documents List Editing - Create
IK21 Measurement Documents List Editing - Create
IK22 Measurement Documents List Editing - Create
IK18 Measurement Documents List Editing - Change
IK17 Measurement Documents List Editing - Display
IK41 Measurement Documents List Editing - Display Archive
IQ01 Create Serial Numbers
IQ02 Change Serial numbers
IQ04 Serial Numbers List Editing - Create
IQ08 Serial Numbers List Editing - Change
IQ09 Serial Numbers List Editing - Display
IK01 Create Measurment Point
IK02 Change Measurement Point
Ik03 Display Measurement Point
IK08 Measurement Point List Editing - Change
Ik07 Measurement Point List Editing - Display
How to configure system to allow notification type change?
You can define in SPRO the ‘Allowed change of notification type’. Please follow the below path:
Maintenance and Service Processing --> Maintenance and Service Notification --> Notification Creation --> Notification
types --> Allowed change of notification type
Why change data not display in order?
Please check if the check box for change documents is checked or not in Customizing
PATH:- Plant Maintenance & customer service --> Maintenance & service processing --> Maintenance & service Orders --
>Functions & settings for order types --> Define Change Docs,Collective Pur.Req.Indicator,Operation No.Interval
How overheades are calculated and from where the formula is picked?
My client has default setting of 10% overhead and now they want to change.
Plant Maintenance and Customer Service--> Maintenance and Service Processing--> Maintenance and Service Orders-->
Functions and Settings for Order Types-->Costing Data for Maintenance--> and Service Orders--> Maintain Costing Sheet
Select the costing sheet that you are using and push costing sheet rows, next see the column overhead rate, select the
row and push overhead rate.
How to set Warrant and Partner screen in equpimnet master data?
1. Set the Class active in the warranty category I in the img CM01
2. Plant Maintenance and Customer Service --> Master Data in Plant Maintenance and Customer Service --> Warranties -
-> Define Warranty Types
Set the indicators for warranty in the notification and work order
3. Set the number range BG00 for Master Warranties
4. Create a Characteristic for the Warranty Counter T-Code CT04
Any Description
Numberic Format
Number of Characters "5"
Unit of Measure "Months"
No Exponent
Single Values
5. Use the Characteristic as a Warranty Counter T-code GM04 and make it the Default and time dependent
This will complete the warranty config.
Making (ZIP CODE) Field Mandatory in Maintenance Order
Follow the path in config:
PLant maintenance and customer service----> Maintenance and service Processing -->Maintenance and service Orders--
>Define Field Selection for Order Header Data (PM) - Then Execute
Now Double Click on "Field Selection for Order Header Data".
Now Click on Influencing
Then Double Click on Order Type.
Enter the Order type here and Press Enter
Now change the Tax Jurisdiction Code (CAUFVD-TXJCD) field from Input to Required. I could not find any field called ZIP
Code in standard settings. If it is customized then it will appear here.
After creating a maintenance plan and scheduling it using IP10. When do I need need to use IP30 in the maintenance
plan?
You run IP30 when you want to create more work orders.
IP30 has to be run on a regular schedule to create future work orders.
If you run IP30 for the next month, it will create work orders for all PM Plans that have a call date within the next month.
If you have a daily PM Plan then running IP30 for 1 month will create 30 work orders.
If you have a weekly PM Plan then running IP30 for 1 month will create 4 work orders.
If you have a monthly PM Plan then running IP30 for 1 month will create 1 work order.
Most businesses set up a batch job to run weekly looking forward xx days to keep creating work orders for the next xx
days.
Do we need to run this transaction code IP30 for all the maintenance plans which are scheduled on regularly daily
basis or weekly basis so that if any scheduled object exists then it will get converted into the service order?
It needs to be run as per business requirements.
There are two ways to do so.
One way manually as & when you run this transaction for required PM Plans say weekly or monthly with your scheduling
parameter you will get the maintenance objects.
Another way you create one variant. Now with this variant create one background job as per your need give the time
period every day, every week, month & system will generate maintenance calls for you at that specified duration.
Is it necessary to run the IP Transaction code for each maintenance plan that we have scheduled?
Yes, if it is needed that the plan should generate orders it needs to be scheduled either in background job or needs
manually executed.
Can a service order be generated automatically without running IP30 if we have scheduled a maintenance plan?
Yes, you can get a service order (PM Order) against this plant maintenance order with control key as PM03 you can get
PR from PR. You can get service order again here MM integration if the auto PO concept used then auto PO (service
order) gets generated.
But if you want to avoid lengthy process you can use IP10.
During each IP10 run if call falls within the date you will get maintenance call object that is PM order -
------> PR -----> PO
PM Order -----> FO (Frame Work Order)
PM Order -----> Service Contract ------> Value / Qty
(These tab you will get in PM order operation header general data)
The list of Plant Maintenance Std Report :
Management of Technical Objects
IH08 - Display Equipment
IE07 - Equipment List (Multilevel)
IH04 - Equipment Structural Display
IN19 - Display Equipment Object Network
IE36 – Display Vehicles – Vehicle Selection
IH06 - Display Functional Location
IL07 - Functional Location List (Multilevel)
IH01 - Functional Location Structural Display
IN16 - Display Functional Location Object Network
IH07 - Display Reference Location
IH02 - Reference Location Structural Display
IH09 - Display Material
IH05 - Material Structural Display
IK07 - Display Measuring Points
IK17 - Display Measurement Documents
S_ALR_87013421 - Display Measurement Reading Entry List
IK51 - Measurement Reading Transfer: Structural Display
IK52 - Display Measurement Reading Transfer (History)
S_ALR_87013422 - Display Measurement Documents From Archive
IQ09 - Display Serial Number for Material
S_ALR_87013423 - Validate Stock Data (Release 4.5)
S_ALR_87013424 - Validate Stock Data (Release 4.0)
Maintenance Planning
IP16 - Display Maintenance Plan
IP18 - Display Maintenance Item
IP30 - Deadline Monitoring for Maintenance Plan
IP19 - Graphical Scheduling Overview
IP24 - Maintenance Scheduling Overview
S_ALR_87013426 - Maintenance Plan Costing
IP14 - Where-Used List by Strategy
S_ALR_87013428 - Package Sequence Strategy
S_ALR_87013429 - Display Document Flow
Information Systems
MCI1 - PMIS: Object Class Analysis
MCI2 - PMIS: Manufacturer Analysis
MCI3 - PMIS: Location Analysis
MCI4 - PMIS: Planner Group Analysis
MCI5 - PMIS: Single Object - Damage Analysis
MCI6 - PMIS: Object Statistics
MCI7 - PMIS: Breakdown Analysis
MCI8 - PMIS: Cost Analysis
MCIA - PMIS: Customer Notification Analysis
MCJB - MTTR/MTBR Equipment
MCJC - MTTR/MTBR Functional Location
Like to know all transparent Table relate with PM module.
Try SE80 than fill the program related to PM transaction.
View Dictionary structures you'll get all table that related with PM
Trasaction code that used in PM eq. IW31, IW21, IW41
Try tcode DB15
Fill the object that related to PM Module
PM_EQUI Equipment
PM_IBASE IBase
PM_IFLOT Functional locations
PM_IMRG Measurement documents
PM_MPLAN Maintenance plans
PM_NET Object links, master data
PM_OBJLIST Serial Number History
PM_ORDER Service and maintenance orders
PM_PLAN Routings
PM_QMEL Maintenance Notifications
You can get all table that related to PM Object. *-- Nur Heri W
What is the table for FUNTIONAL LOCATION BOM?
Check for the following tables:
TPST Functional Location - BOM Link
STAS BOMs - Item Selection
STKO BOM Header
STPO BOM item
STPU BOM Subitem
STZU Permanent BOM data
Looking for a report which have Reservation No , material, posted quantity along with User ID of person who created
the reservation in PM Order?
This is one report I am asked for at every business I work at and there isn't a standard SAP report for what you want.
MB25 will give you what you want but the Username on the report is the person who picks the reservation not the
person who created it. At one business I was at it reported as "Batch" because the picking run was done in the
background.
The report I create is a query using SQVI Quick viewer and then I transport it to SQ01 SAP Query so everyone can see it.
The tables you need to use are;
RESB - Reservation, Material number, Requirement date, Required Quantity, Quantity withdrawn, Work order number
RSADD - Date created, User ID of person who created the reservation
MAKT - Material Description
AUFK - Work Order description
AFIH - Revision (as a selection field)
MBEW - Total valuated stock (SOH)
USER_ADDR - The User ID first name & second name
RKPF - Reservation Header information if required.
How they are joined together is hard to explain but if you can use Quickviewer you should be okay. *-- Graham
Johnston
Where to get the table which is having user status with Notiifcation number. (not the system status).
By : Selva
1. From table QMEL get OBJNR(object number) using the QMNUM( notification number).
2. Using this OBJNR get STSMA( Status Profile) from table JSTO.
3. Using the OBJNR get STAT(object status) from table JEST.
You may/ may not get multiple object status for an Object number.
System status number will start from E.
User status number will start from I.
4. To get the text of the status, use the status number (STAT) and STSMA to get the status text from table TJ30T.
Which table to extract the equipment hierarchy installed under functional location?
Please try one of following:
EQKT Equipment Short Texts Technical Objects, Equipment
EQUI Equipment master data Technical Objects, Equipment
EQUZ Equipment time segment Technical Objects, Equipment
IE4N_CGP General IE4N Settings for Installation/Removal Technical Objects, Equipment
IE4N_USP Definition of User-Specific Settings Technical Objects, Equipment
IE4N_USPI Definition of User-Specific Settings: Installation Technical Objects, Equipment
IE4N_USPR Definition of User-Specific Settings: Removal Technical Objects, Equipment
T370T Equipment categories Technical Objects, Equipment
T370U Language-dependent texts for T370T Technical Objects, Equipment
TA22EQU Equipment Types Technical Objects, Equipment
V_EQUI Equipment (view) Technical Objects, Equipment
For example as per subject Title, I am trying to find the table to link the equipment master with the class overview.
Table KSSK is the right one to used. Pass the equipment number (with the Padded zeros, if the equipment number is an
internal number) in the OBJKEY field of the table KSSK, you should be able to get the class (Internal class number value)
along with the class type assigned to this piece of equipment.
e.g.
Notes:
Answer:
1. Equipment Master pertains to one of the master data elements within the domain of Operations & Maintenance i.e.
The SAP Plant Maintenance Module.
2. The business object "Equipment" is an individual, physical object that is to be maintained independently. It can be
installed in a technical system or part of a technical system.
You can manage all types of device as pieces of equipment (for example, production utilities, transportation utilities, test
equipment, production resources/tools, buildings, PCs).
Since many of these physical objects are managed as "assets" in Asset Management, the term "piece of equipment" was
chosen for objects defined from a technical perspective, in order to avoid confusion with the activated tangible assets.
You define and manage each piece of equipment in the Plant Maintenance (PM) System in a separate master record and
can set up an individual maintenance history for each one.
Question:
Answer:
Depends upon the Equipment. Normally, the fields which used to maintain in an Equipment master are:
Equipment Category, Constr.type (serialized), Planning Plant, Work center, Plant, Maintenance plant, Location. You can
attach an equipment to another using superior Equipment filed.
Before customizing the Master Data in SAP Plant Maintenance and Customer Service
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.
The Maintenance plant is a plant where you can manage technical objects and the work centers responsible for carrying
out the work in a maintenance 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.
The recommendation is that yo 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.
Please 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.
PM - Material Master Vs. Equipment Master
If maintenance activities are to be carried out for an equipment and at the same time if an identical replacement is to
be
maintained for it in inventory then is it better to create it from the material master rather than from
PM -> Technical Objects -> Create -> Equipment.
What is the significance of maintaining Functional Location BOM.
I would do both create a material number for consistency and the replenishment of equipment in the future and also
assign it a unique equipment master record number.
In the equipment master record (I believe PM DATA screen), there is a construction type field which is by default an
IBAU material. Link the material number to the equipment master. If you want to get real slick, create the equipment
master record with reference to the material number. This way the description (short text) of the equipment is
automatically populated by the Construction Type (IBAU material) as well as populating the Construction Type field.
The Functional Location BOM further enhances the hierarchy of the equipment master BOM via Component lists. Lets
say you have several equipment (large assemblies) BOM's made up of smaller components (material). You could then
create several large assemblies in the material master which would be the equivalent to the equipment (large
assemblies) which have BOM's of smaller components (material) . Next, create a Functional Location BOM made up of
several of these larger assemblies (material) . This will provide you with a nice hierarchy when running List Edit Display
(multi level).
This is a rather complex situation because if the equipment is an asset then the repair costs should reflect the asset
value too in some cases. Also the replacing equipment has its own cost record and I think you want to know which
equipment number has the most costs collected.
There are a few other ways to control this situations:
1. Creating a sub work order linked to the main work order with the repaired material. So this sub work order should
collect the repair cost. This has the advantage that the main work order cannot be closed unless the repair has been
closed. (or a disadvantage in some cases)
2. You can also use the serialization utility, meaning creating a material number and link it to the equipment and
activate
this utility in the material master record. For every movement in MM , it will ask for the related serial number and
accordingly to the proper equipment. So if you send this to the vendor I think this is an advantage to see how much
time this particular equipment has been send out for repair.
But as I said before, the whole process can be very complex if you want to follow it up properly.
In SAP, On what basis we decide to create either material master record or Equipment master record.
And what is the basic difference between Material Master record and Equipment master record.
In SAP a material is a representation of an object that can be procured, produced, assembled, sold, and replaced (among
a couple other things). A material can exist as a physical object as stock and it can also exist as a virtual representation
of a structure or process. Usually materials are handled as groups of objects (like 100 fenders or a dozen cookies of
batch A or 4 panels in restricted stock).
An equipment is a representation of a single physical object that is handled at a much more granular level than
materials. An equipment is typically installed somewhere and can have extra information (like warranty or
measurement data) and can have maintenance done on it. Usually it's the individualization and maintenance aspect
that determines if an object is an equipment or a material (a single entity for which you want to track data like
maintenance work, history, or costs).
An equipment can also be linked to a material by indicating that the equipment is made of the material (as a
generalization - construction type) and/or indicating that the equipment is actually an instance of a material (material
plus serial number in the serial data tab).
SAP PM Equipment FAQ
Q1: How do you distinguish, in a simple manner, between Equipment that is being charged and not charged for
service?
A1: Define different equipment categories. Standard equipment reference categories for 'Internal Machines' and
'Customer Equipment' exist.
Q2: How do you distinguish between company and customer owned equipment? Equipment on land owned by the
company and land leased by the company?
A2: Same as Q1. Explore combinations of equip. category and equipment types to achieve the design objective.
Q3: How do you define equipment/material loaned/leased to a customer?
A3: Read documentation on 'Structuring Technical Systems' in 'Plant Maintenance / Service management' modules. You
need to define sales area (sales org/dist channel/division) for an equipment with equipment category being one for
which the equipment reference category is 'Customer Equipment'.
Q4: How can we block service to a customer? It has to be done through the FL, since most of the Equipment belongs
to the company and is loaned to the customer.
A4: Deactivate the FL. This allows no further creation of transaction data (service orders, etc.). However, the existing
orders can be processed and closed. The deactivation can be reversed at a later date.
Q5: Where is a Service Contract assigned to a piece of equipment?
A5: Service contract is assigned to a material. Material is assigned to the equipment in the equipment master. This
functionality is not intended for managing equipment bought from vendors (where we are getting service rather than
providing service).
Q6: Is purchasing information (Vendor, date of purchase, etc.) copied from MM to the equipment when it is being
created?
A6: Not in the standard system. But it can be done with ABAP batch jobs.
Q7: When you maintain an assembly in a piece of equipment, is it possible to get maintenance history of the
assembly? Do you have to create it as a piece of equipment?
A7: As maintenance orders are created for FL/equipment only, maintenance history can only be tracked at that level, not
at assembly level. Assemblies are mere structuring devices to have spare parts linked to an equipment in a structured
manner. However, in PM orders, you can mention the assembly along with the FL/Eq. Depending on your reporting
needs, an
ABAPer could use the 'PM Assembly' field in PM orders.
Q8: What is the use of the field "Standing order"? What kind of order is it?
A8: Standing orders are used to carry out on-going maintenance jobs and settle them at month end rather than creating
a fresh PM order every time. Using order hierarchies, you could attach sub-orders to the standing order and settle them
to the standing order to provide you with more precise recording of maint costs at sub-order level as well as a budget
monitoring at the standing order level.
Q9: Is it possible to accumulate maintenance history for an assembly (not part of an equipment) for which no
equipment record exists?
A9: No. But, if the assembly is included in a FL BOM, then PM orders at the FL can be used to carry maint at assembly
level (no equipment is required).
Show Equipments Characteristics in a List
SAP PM Question:
How can I show equipments characteristics in a list?
I need to list one characteristics of all equipaments.
How can I do this? How is the simple way to do this?
Try this.
Go to IH08
In CLASS on the selection screen, select the class desired.
In Valuation, select the Characteristic value desired.
Execute
This will list all Equipments of a particular class having a particular Characteristic value.
or
You may also try this.
Go to Object List (CL6B)
Mention the Class and Class Type.
Tick on "Select Characteristics" and "With assigned values"
Execute.
This takes you to another screen wherein all characteristics of the class selected on the first screen are listed.
Select the Characteristic you want and "Copy"
This lists all Equipments of a particular Class with a particular characteristic.
How to configure the scenario of rotating equipment , i.e a Sub assembly which can be used on line 1, line 2 and can
also be kept in store . History of the equipment should move along with it to each line.
Create the item as an equipment (IE01) this will fit into your scenario. Then you can install and dismantle the equipment
as it moves around functional locations.
My Scenario is to move as well as store the equipment in stores as an material but with its history.
A Equipment X is used in line 1, and removed and provided in line 2 and after some repairs kept in stores .from where it
can be issued against W/O for line 3/1/2
I feel equipment serial number management can help , but don't know how to configure and use it .
Yes, you are right the serialisation process will help track where your equipment is and has been. You will need
assistance for the MM people to have the serialisation activated in the material master (a special material type may
have to be created).
It is hard to explain how it works but I will give you an indication of the process I used at a previous business.
They had Material types "ROTO" & REPA" which could be both serialised for Rotable equipment. The serial number used
in the material master was the equipment number of the Rotable equipment.
1. Work Order created to replace equipment X on line 1.
2. Equipment Y book out of the store which changed the status to "AVLB"(the serial number must be added before
the equipment can be issued).
3. Equipment X physically replaced with equipment Y.
4. Equipment X position changed to "DISM" to show it is not currently in that position.
5. Equipment Y is installed to the Functional Location and the position is "INST" (including the correct date of
installation).
6. Equipment X is repaired using the same Work Order (total costing reasons).
7. Equipment X is repaired and is ready to be booked back into the store.
8. The Work Order is Technically completed. (this must be done before dismantling the equipment otherwise the
link to the Functional location costing is lost A serialised equipment carries no costing detail in the master data
because it gets it from the Functional Location it is installed on). Once TECOed the data is locked.
9. Equipment X is dismantled from the Functional Location.
10. Equipment X is booked into the store which changes the status to "ESTO"
11. M3 Activity report detailing the repairs is created to equipment X.
12. What are the sample standard list of failure/damage code which I can use for Petrochem companies?
13. Basically for failure / damage we have created one catalogue including some GENERIC CODING, I think it can be
applicable to any of companies using generic codification.
14. Some common object element 9 & 40 generic damage code group are there where we can add damage code
group etc.
15. Catalog Code grou Short text (esc) Status Code Short text for code
16.
17. B OBJPRT Object Parts of All Mach 2 A01 Coolant Object Part
18. 2 A02 Electrical Object Part
19. 2 A03 Heating Object Part
20. 2 A04 Hydraulic Object Part
21. 2 A05 Instrumentation Object Part
22. 2 A06 Lubrication Object Part
23. 2 A07 Mechanical Object Part
24. 2 A08 Pneumatic Object Part
25. 2 A09 Refrigeration Object Part
26. C DAMAGES Problems 2 P01 Abnormal condition
27. 2 P02 Accident
28. 2 P03 Air Lock
29. 2 P04 Bend
30. 2 P05 Blow Off
31. 2 P06 Broken
32. 2 P07 Burnt
33. 2 P08 Clogged
34. 2 P09 Crack
35. 2 P10 Damaged
36. 2 P11 Deterioration
37. 2 P12 Disengaged
38. 2 P13 Dry Solder
39. 2 P14 Earthling
40. 2 P15 Enlarged
41. 2 P16 High Level
42. We have a requirement to check that sold-to partner function is mandatory during equipment creation (IE01).
This can be done via configuration. However, the requirement is also to allow users to delete this partner using
IE02. Hence they only want the partner to be mandatory during IE01 and not IE02.
43. I believe only way to do this is using a user-exit. We know of a user-exit IEQM0003 that is allows us to put in logic
before equipment is saved. However, this user-exit doesn't have parameters to partner data.
44. Is there any other user-exit that can be used?
45. Answer:
46. You could check to see if you could read the partner from the memory within the FM. However you could
potentially accomplish the same using the following steps without programming.
47. You could use the View profile settings in configuration and transaction variant functionality (SHD0) to
accomplish this.
48. -> As a first step Make sure to add the Partner view as a sub screen to the very first screen using View profile
settings for the equipment category in SPRO. (This will force the partner field to be available directly on the
initial screen when a piece of equipment is created).
49. ---> Now create a Transaction variant for the standard transaction IE01 and here select the sold to partner
custom type and leave the value field blank.
50. - Now on the configuration for the Transaction set the Partner type to be imported with value "SP" and mark the
content field to be mandatory.
51. -- Leave all other settings to default and save and exit.
52. ---> Now set this Transaction variant as a standard variant for this transaction.
53. This should do the trick. The user will be forced to enter the sold to party on the screen.
54. - However for change transaction (IE02) the user can delete this partner type without any issues.
How do you calibrate a reference equipment --> when the test passed --> the equipment is calibrated for a certain period
of time, for example = 1 year.
This information is needed to be register on the test equipment for later used.
Solution:
2. Create MIC ( Master Inspection Characteristic ) : for what parameter you want to record results ( QS21 ).
5. Create a Maintenance Plan with Test Equipment by mentioning order Type as a Calibration Order ( IP01 ).
You have to run IW37N or IW38 , Check Mark "incl Object List " & input Equipments Number Range you will find the
Order & Equipments included in Object List.
For distributing Cost to Equipments in Object List You need to use User Exits.
One More disadvantage of using Object List is even I do Assignment of Equipment in Object List to Each Operation in
Order & I book Some Materials in each Operation, I Cannot find this Report inIW13 or S_ALR_87013434 - Material
Where-Used List .
This Material Reports Works only for Main Header Equipment.
I would suggest go for Object List only if are Working with Group of Equipments Carrying Same Operations where Cost
Booking is not so important but you need Maintenance History.
For Ex , Lubrication of All Pumps , Calibration of No equipments , Check of Oil Level in Gearboxes , Lubricating Motors
bearings , Checking of Temperature gauges where you need ensure Maintenance is done for All equipments.
Even if you want to Distribute Cost Proportionately you can use Object List , for Example I have Calibrated 10
Equipments using One Maintenance Order , with 10 Equipments in Object List , Cost of Calibration is 1000 Rs , So Cost of
Calibration of Each Equipments is 100 Rs or 10% of Total Cost , I Settlement Rule I can mention this 10% & I can pass this
to individual equipments easily ,
Take Other case One Equipment have Costed me 70 Rs , Other Equipment 130 Rs who is going to sit & calculate the
Percentage Cost Share of Each equipments.
For Overhauling of particular pump or during shutdown or major overhauling better Use Order & Sub Order for Easy
Cost Capturing & Maintenance History.
Work Center and Cost Center in PM
Difference between work center & main work center.
SAP Definition for Work Center:
An organizational unit that defines where and when an operation must be performed.
The work center has an available capacity. The activities performed at or by the work center are valuated by charge
rates, which are determined by cost centers and activity types. Work centers can be:
- Machines
- People
- Production lines
Suggestion:
You can split an operation into sub-operations. You can create sub operations at Operation overview screen of main
operation.
Insert the "Main operation number" again at Operation field and give the "new number" for Sub operation number at
SOp.field.
2. In the next line again give the main operation number & in the Sub operation column i.e. column next to operation i.e.
in Sop. enter the sub operation no. you want i.e. say 0002.
The moment you enter Sub operation no. and press enter; system will prompt you to enter time for activities and finally
it is created.
You will observe that whenever there is a sub operation; there is no check box under sub operation where as in 0010
you can see that check box (Column before Base Qty). Also you click on that Sub operations and can see the details
within it.
Regarding scheduling the work at person level, you need to assign the work/operation to person.
Assign the Work, Duration & number to operation in your Maintenance Order and save the order. Now, open the order,
then select the operation & go to Internal tab. Then you will find then the requirements Assignments Tab where you can
assign the individual personnel with each work hours and schedule the same.
And take care if you want to assign personal numbers to Work centers, to do it on the correct level. You need to go to
the details of the capacity first and than assign your personal numbers.
Suppose we have PRODUCTION ORDER for material A for 10 pc in which operation are:
10-Turning
20-Plating
30-Deliver to Store
Now, we want to perform operation 10 on two work center w1 and w2 each for 5 pc of A. Now how I can do this in
SAP as we cannot confirm operation 10 two times for two work center. So we need a way through which we can
confirm 5 pc of A on work center W1 and 5 pc of A on work center W2 for operation 10. Total for INPUT FROM
OPERATION 10 TO operation 20 is 10 pc.
Suggestion:
To control the quantity, you may need to modify your BOM example:
If you set the backflush then all materials allocated to the Work Order will get issued from stores automatically. So
there is no need to do a separate MB1A or MIGO Goods Issue.
To return item to store you will have to do a reversal from WO back to stores using Movement Type 262.
I want to issue spares in advance to engineers without a service work order....Later on the spares will get consumed or
will get returned. How do I do it...and what is the Movement type to be used for issuing and reversing........can any one
help.
Still I have problem in back flushing. Suppose I made the indicator of backflush in creation of order, then I completed
technically, then the actual cost of material not updating, (Note I have not posted the material in MB1A) what is the
problem, pls tell me.
Did you confirm your maintenance order? Unless you confirm it (IW41) your actual cost will not be updated.
Backflushing is a tool so that during confirmation you will not anymore input your
materials. System will confirm your consumption base on the order (IW31) you have created.
I believe T-Code IW41 is used to confirm the operation and not for materials. When backflush indicator is set in the
order for the components reserved then MB1A need not be done and when we say determine cost thru the main menu,
the material cost should appear.
Actually IW41 works like CO11 (PP module), when you tick the backflush indicator in the order creation the system will
automatically copy those materials when you confirm it.
Try doing these steps:
1. Create order (IW31)
2. Assign a component to the order and tick the backflush field. (make sure that the component you assign has stock and
valuated in the material master - check it thru MM03, accounting and costing fields)
3. Check availability of material and release
4. Goto IW41, enter hours and tick the material icon on the tool bar (you would notice that the materials that was
backflush are already copied in the confirmation, try unticking the backflush icon in IW31 and you would notice that the
component field will be empty because no material are backflushed)
5. Save
6. Check cost and it would reflect the material consumed. Actually you don't need to go to the component field for it to
confirm your consumption. It will automatically post all materials backflushed upon saving your confirmation in IW41. In
short you still need to confirm your order, thru IW41, for the materials to be consumed. MB1A are actually used for set-
up where in the one issuing the material to the order are not the same person who is confirming the maintenance order.
I hope this clarifies everything.
Your right material cost is automatically copied into the order thru IW31 but these costs are only planned cost. Meaning
no accounting documents is being created and no materials being consume to the order only reservations.
If you want to have the actual cost reflected you have to go thru IW41 first.
Change Maintenance Strategy in General Task List
I want to change Maintenance Strategy in General Task List within Tasklist Group. E.g. Tasklist "T3" - Counter 3 with
Maintenance Strategy
"A" to "B". Tasklist "T3" has been used for several times in scheduling.
I try to use IA06, Goto T3 Header - and found Maintenance Strategy at Header was Gray. I don't find this
documentation in SAP Help.
Is it possible change Maintenance Strategy in Tasklist after created?
To change the strategy of a task list which has already been used, we should check the following conditions.
1. The task list should be removed from all maintenance items.
2. Then maintenance package ticks in the task list has to be removed.
3. Then system allows you to change the strategy.
4. Then assign the new maintenance packages (Tick marks).
5. Now assign the task list back to maintenance items.
Trust this shall be useful to you.
Once the Task list has been created with one maintenance strategy it is not possible to change it to another strategy
type. You can delete the strategy provided you have not used it in maintenance items. But in your case it is not possible.
You cannot change a strategy as you know, Copy the task list you want to change, then create the new strategy on your
new task list.
Then create a new maintenance item and allocation of the task list with the correct maintenance strategy.
Then create a new maintenance plan and link maintenance item.
This depends on the Scheduling indicator you choose for the Plan!
If you select "Time", then, it will be based on 365 days an year.
If you select "Factory Calender", you need to specify the FC.
Statuses are handled separately from the object in question since each object can have multiple statuses and since
statuses can be applicable to more than one object type. That means that the status tables contain statuses for many
different objects like equipment, work orders, functional locations, sales orders, etc.
The status tables are based on object numbers which are a concatenation of the object type and the table of that
object. Order #816025 would be stored as "OR000000816025". Equipment 20701817 would be stored as
"IE000000000020701817". Sales order item 10 of 5215 would be stored as "VB0000005215000010".
Normally refurbishment will be done for repairable materials (Spare part of equipment's). These materials will be split
valuated.
Type of equipment is any equipment which will be repairable.
You use refurbishment when you have to repair equipments which are in stock and after repairing send them back to
stock. The other case is when you have field service where the equipment is in the field and you have to repair it. The
service engineer visits the equipment. You use normal maintenance order for field service.
In case of refurbishment material movements occur for the equipments and hence impact inventory.
Imagine you are servicing Airtel's radio towers. That is field service. On the contrary a laptop repair happens in your
service center. And hence will reflect in your inventory.
Refurbishment Order is very much like other maintenance order except that it is always settled to a material instead
of to a cost center.
During a breakdown, e.g. burning of motor of a machine, we normally creates a breakdown order, issues the motor from
our store on the basis of this order & get the machine work. Meanwhile we will put back the burnt motor in our storage
location which is nothing but a store for us. But now what is to be done with the burnt motor. Here we uses the
refurbishment order, repair order for the motor. We creates a Maintenance order with order type PM04, issues the
burnt motor for this order, maintains the components required for repairing this motor, we get the work done on the
motor & confirms our order operation like other orders. Now we have to return this material to the store with
upgraded valuation type i.e. from Damaged to Refurbished. So the cost here is not going to settle the cost center but to
material resulting in increased value of motor.
The refurbishment of repairable spares is important for companies, for which system availability is a critical factor (for
example, the process industry, oil producing and processing, steel processing) and for which repairable spares guarantee
a high level of system availability. The refurbishment of - usually high value - faulty repairable spares is of considerable
economic importance for these companies and is often a core process in Plant Maintenance. It is often much more cost-
effective than a brand new purchase.
In production plants or other technical objects, high value components are often used (pumps, motors and so on) which
are replaced in case of damage by a functional repairable spare and then refurbished using a separate order.
In addition to the functions for Plant Maintenance, functions from inventory management and materials planning are
also used for the refurbishment of repairable spares.
No distinction is made between "good parts" (functional parts) and "bad parts" (non-functional parts) in materials
planning.
1. Define the characteristics for the counter e.g. Noofhours with data type Numeric & UOM as Hrs.
2.1 In the warranties node, for vendor/Customer warranty check for all the 3 check boxes.
3. Go to T-code: BGM1
Select the appropriate warranty type (customer warranty for CS & vendor warranty for PM).
Select the row for service text & click on count tab.
Enter the warranty counter value as 365 D & click on save. System will save the master warranty with some number.
Go to equipment master, in warranty tab enter the warranty number & start date.
Now, whenever you create a notification / order in the system , you will get an pop up for warranty details of the
equipment.
To used it:
A material master record must be created in the system for the repairable spares.
Unique identification is only possible if the individual pieces of material have been serialized.
It is advisable to use the Customizing function in your system to define an internal order type, which you indicate for
refurbishment. However, you can also use an existing order type for the refurbishment.
What is the difference between Pass on warranty and Inherit warranty?
Pass on warranty
You can also set the indicator Pass on warranty when you create a master warranty.
If the indicator is set in the master warranty, it is automatically copied when you enter the master warranty in the
technical object. This indicator specifies whether the master warranty of the technical object should be passed on to the
technical objects lower down in the hierarchy.
If this indicator is set, both the warranties of the object being checked and those of the superior technical objects in the
hierarchy are displayed in a list during the warranty check.
The system searches for the next-highest equipment and the next-highest functional location for which the indicator
Pass on warranty is set, and to which a master warranty or a warranty period is assigned. A maximum of two higher
technical objects per warranty type are displayed.
Inherit warranty
This indicator specifies whether the master warranty or the warranty period can or cannot be inherited from the next-
highest technical object in the hierarchy level.
If the indicator is set, both the warranties that have been passed on and the warranties for the technical object are
displayed in a list for the warranty check.
If the indicator is not set, only the warranties for the technical object are displayed.
For example:
If you have a Car and now if you have created a CAR as an equipment and any major part of Car like engine, if you have
created engine as an equipment then Car would be a superior eqpt for engine, thus engine is installed in Car, now if both
have same warranty details then you can maintain warranty details for CAR and pass on the same to Engine. Thus here,
engine would inherit the warranty from CAR.
It would work in this way. You can maintain warranty details for CAR like start date, Master warranty & tick pass on
warranty. Now in engine, just enter the start date, tick inherit warranty and on creating Maintenance Order on Engine.
If it is in warranty you would get a warranty pop up.
Explain the use of warranty claim?
In our scenario, we have equipment that are under warranty from our vendor/supplier. How can I use warranty claim
in this scenario?
Answer:
1. Customer Warranty
2. Vendor Warranty
For these two type of warranties, we can made active and define in the transaction "GM01 & GM02".
For the default values, we need to maintain in GM03 and then you define the characteristic as warranty counter in
"GM04".
To do this, choose Logistics -> Central functions -> Classification -> Characteristic -> Create
3. Enter a short text for the characteristic in the block Basic data.
4. Choose Continue.
5. Enter the number of characters, decimal places and the unit of measure for the warranty counter (for example, the
unit Year for the characteristic Warranty period).
Plant Maintenance and Customer Service -> Master Data in Plant Maintenance and Customer Service -> Basic Settings ->
Warranties ->Define warranty counter.
How do I change Notification Type once it is created?
by: Malay Ghosh
Under certain circumstances, you can change the notification type when you create or change a notification using the
functions for simplified notification processing.
In the standard System, certain settings are active in Customizing that control or restrict the ability to change the
notification types. If you want to override the Customizing settings in the standard system that control the notification
type change, your system administration can achieve this using a customer enhancement.
The settings that control a notification type change are predefined in Customizing for Cross-Application Components for
each notification type :
Notification --> Overview of Notification Type --> Allowed Notification Types
For each notification type, this table specifies which new notification types can be selected for a change.
When you process a notification, the system will only allow you to choose the notification types that are defined in this
table.
When you create or change a notification, you can only change the notification type if the notification has the status
OSNO (Outstanding notification).
- If the notification has already been put in process, you can no longer change the notification type.
- In addition, when you change a notification, you can only change the notification type if the notification has the origin
G0 (General notification).
Using customer enhancement QQMA00028, you can override the settings that control a notification type change in the
standard system. For example:
- You can disallow notification type changes that are possible in the standard system. You cannot, however, allow
notification type changes that are not permitted in the standard system.
- You can control which notification data will be copied into or deleted from the new notification following a notification
type change. In the standard system, all notification data is copied following a notification type change. If you do not
want this to occur, you can use this customer enhancement to delete selected data.
1. What is mean by action box? What is the use of action box?
Answer:
Action Box:
When you process notifications, you can use the action box to execute follow-up functions. A follow-up function is a
function that:
- Can either be executed as part of an overall business process or independently of such a process.
- You can select and execute in the action box by means of a mouse click while you are processing a notification or task.
You can also use the Action Box for further follow-up in processing of Notification.
e.g. You can send mails to SAP users (other than using Service Objects) by creating an Icon using this Action box-Follow-
up action.
Once you do/create an Icon, that will be appearing in the respective Notification type (on the right side). By clicking the
icon, we can do the further follow ups/process.
Modules Path:
Quality Management -> Quality Notifications -> Notification Processing -> Additional Notification Functions -> Define
Action Box
or
Plant Maintenance and Customer Service -> Maintenance and Service Processing -> Maintenance and Service
Notifications -> Notification Processing -> Additional Functions -> Define Action Box
How to hide the information icon (i) in notification header? This icon is located in notification subject (above the long
text box).
Answer:
Go to
SPRO -> Plant Maintenance and Customer Service -> Maintenance and Service Processing -> Maintenance and Service
Notifications -> Overview of Notification Type
Select the notification type for which you are facing that problem and in "Dialog Structure" (left side) double click
"Screen Structure for Extended View". Select the all lines and click on "Detail" icon (Ctrl+Shift+F2). Then click next entry
and check which sub screen has 032 in reference to your requirement and just clear it.
Notes:
Using the Configuration Settings as described above would remove the Information icon but it would also remove the
Subject Tab and the Coding Catalog from the Notification Type. The Information icon is linked with the Coding catalog as
defined in your catalog Profile. It displays the information for the Coding Codegroup and Code you have used in your
notification. If you would remove the coding catalog from your catalog profile then the information icon would be
hidden but also the coding catalog.
The only way to achieve the removal of information icon in front of coding catalog without the removal of coding catalog
or Subject Tab, is using Screen Painter (SE51) or using SHD0 to create a screen variant for the Create Notification
Transaction.
How to identify whether Notification is closed (or) not?
While trying to extract the QM data into BW system. I have some doubts about notifications
1) Once a Notification is created , will it be changed (or) directly closed .
I mean, Notification Creation ----> Notification Changed--> Notification Closed (or) Notification Creation --
>Notification Closed
2) If a Notification is closed then how can I identify whether it is closed (or) not.
Answer:
Check Notification status at QN header level.
OSNO - Outstanding notification
NOPR - Notification in process
NOCO - Notification completed
Once you create QN then system will put status as OSNO. This one would be initial status.
Once you release(green flag) QN then system will status as NOPR.
Once you close (black flag) QN then system will put status as NOCO. This would be final status.
Same way you can find task status at task level.
TSOS - Task Outstanding
TSRL - Task Released
TSCO - Task Completed
TSSC - Task successful
I received a material from vendor, dimension is over size, so ud is rejected. in QM11, I could not see notification
generated for this defect. Is there any setting required in spro? How to view the notification generated and what
setting need to be done?
Answer:
First understand status of QN.
Once you create new QN then system will create QN with status OSNO - outstanding
Once you release QN & start to work on task of QN then system will update status as NOPR - In process.
Once you complete QN then system will put status to as NOCO - complete.
Here in your case, QN status would be OSNO & you are selecting in process checkbox, b'se of this you are not getting
your QN in QM11 list.
or
In QM10 --> Enter the material --> Select all notifications which are incomplete status --> OSNO
Execute
You will get list of all notifications for that material number.
If notification is not generated then
QCC0 ---> Quality inspection--> Inspection lot creation ---> Define Inspection type --> Select inspection type 01 --> Check
default notification here is it active
Check here F2 type ia maintain or not.
If it is active then notification will be generated otherwise not.
Plant Maintenance Reservations
When creating a material reservation or requisition via the PM order, the G/L account is defaulted by the automatic
account assignment in the material master.
The default G/L can be changed for a material requisition on the purchasing data screen.
How / where do you change the default G/L for a reservation?
A manual update is not allowed to a reservation that has been created via a PM order.
Other companies are having the same problem.
Currently, the only way to do it is doing a manual goods issue, without using the reservation.
In this way you can, of course, change the default G/L account.
Q: What transaction is used to allow the equipment category to be installed at the functional location also what
transaction is used for the usage of equipment to be defined, what other settings are possible?
A: Transaction OIEP, define installation at functional location, indicator for install. OIEH for defining usage history,
mark the time segment field with an X (yes).
Q: To review changes made to an equipment over a period of time what functionality is used, what settings are
made in customising?
A: Extras>action log displays changes in the master data, change documents must be activated in customising.
Bills of Materials
Q: What is the usage type for BOMs in plant maintenance, where in customising is this defined, what usage
indicators are available?
A: Usage 4 is for PM, transaction OICD ‘change BOM usage’ details the usage options, production, end/design, spare
parts, pm, sales and costing.
Q: What default item categories are predefined in the system, what customising transaction is used?
A: Transaction OICK, define item categories in customising is used, D - document item, I – PM structure element, K –
class item, L – stock item, M – intra material, N – son stock item, R – variable size item and T – text item.
Plant Maintenance Q & A - Rept & Analyses - Mgt of Task Lists
Reporting & Analyses
Q: What are the components of the maintenance history?
A: Completed notifications, completed and historical orders, usage lists.
Q: How can you display a list of install locations for a piece of equipment?
A: In transaction IE02, change equipment use the menu path >extras>usage list, ensure location field is displayed in
the
current variant.
Q: What are the central modules for evaluations and analysis in the PMIS?
A: Information structures form the basis for standard analysis, they contain a combination of characteristics and key
figures with time base (period) The available information structures are: S016, S062, S063, S065, S115 and S116.
Q: How does the control key come into the task list as default?
A: The control key is copied from the work centre default values screen
Q: Making a cost estimate for a task list, how would you proceed?
A: Use transaction IA16, evaluations>task list costing.
Q: What options are available for entry of task lists into a work order?
A: Direct entry, to reference object, general task lists for assembly, general task lists for object structure and general
task lists.
Q: Generate a where used list for a work centre, how do you proceed?
A: Evaluations>work centre where used, transaction CA82.
1) Go to change mode of Equipment ( IE02) put the equipment no. for which you have to attach the file & enter.
2) On left hand side on top you will find the button, services for object click on it.
3) Go to Create --- Create attachment now the sytem will allow you to attach the file.
4) To view the attachment again click on same button & click on attachment list. *-- Hemant
Any one can give idea to attach , some document templet ( doc , htms , text etc.) to notification?
Our appliction entails WHY-WHY analysis sheet attachment to notification.
1) selecting notification type, why - why sheet should be attached automatically.
2) why why format will be a templet and will be fixed cutomer based format.
3) on notification display report, if document is attached the there should be visible link .
In the notification creation screen there is a button for "Services for Object". In that select "Create Attachment". Locate
the file and attach it. The attachment list will be shown if you again click the same button and select "Attachment list".
The list will show the documents attached and you can view by clicking them.
We also do Why-why analysis but in a different way. Instead of bothering with the existing format/template, we looked
into the contents of the analysis. We found that the information actually was which part got damaged, what was the
damage and the cause for the damage.
These information can easily be codified and included in the notification itself as 'object part', 'damage code' and 'cause
code'. The user has to only select the relevant codes which pertains to the why-why analysis. Later on you can also
conduct a search on the number of notifications pertaining to "how many times a "shaft of a pump" (object part) got
"sheared" (damage)..." and know the causes for it.
The codes for these - object part, damage code and cause code can be created through the maintenance of Catalog
profile.
*-- Sundar
What are Order Steps in Plant Maintenance?
Following are the steps:
1) There are 2 ways to create the order, you can create directly by using t-code IW31 or you can create through
notification also.
2) Release the order.
3) Assign the operations, & components if required for that order.
4) Goods movement for order t-code MB11
5) Confirmation of order t-code IW41
6) Teco the order t-code IW32
7) Settlement of order t-code KO88
8) Closing of order t-code IW32
While executing the Maintenance Order, is it possible at Components Tab for default existing of Item Category 'L'?
You can set a default based on the material type and plant. Customizing path is as follows:
IMG
-Plant Maintenance and Customer Service
-Maintenance and Service Processing
-Maintenance and Service Orders
-General Data
*Define Default Values for Component Item Categories
Is there any t-code for displaying maintenance report equipment wise. In that report I could see pending
maintenance, service order & completed maintenance order & service order?
You can use the T-code IW38 or IW39 In that, you can select in process, or completed order to display what are all the
order which has not completed.
System will not show the order which are pending because of want of material, man etc unless you have activated the
user status for the order which show the respective one
Another option provided by IW38 /IW39 is that you can see the report by adding "Maintenance Activity type" from the
selection fields.
If you have different activity types as "preventive", "unplanned" etc, it will meet your requirement.
What is the difference between functional location and location?
In functional location master, field location, what exactly does it means?
Answer:
Functional location
-- An organizational unit in Logistics that structures the maintenance objects of a company according to functional,
process-oriented, or spatial criteria.
-- A functional location represents the place at which a maintenance task is performed.
Location
-- A place in a maintenance plant at which a technical object is physically located.
-- The key in this field indicates a location within a plant
-- A location allows a plant to be classified according to spatial or situation
Q: What are the available standard maintenance plan categories, what is the purpose of the category?
A: The available maintenance plan categories are: MM for services which places a call object of a service entry sheet
and PM for plant maintenance which calls a maintenance order, a notification can also be a call object. The category
links the plan with the call object that is to be produced.
Q: How must the scheduling parameters in the maintenance plan be configured so that the call date falls exactly on
the planned date?
A: The call horizon must be set to 100%. The call horizon dictates when the order should be called.
Q: Describe the process for attaching multiple notifications to one work order?
A: Plant maintenance>planned maintenance>maintenance planning>maintenance plans>change. Enter selection
criteria as required and execute, select the required notifications and press the button create order.
Q: What function (transaction) schedules and generates orders for maintenance plans?
A: Deadline monitoring offers this facility, transaction IP30 can be used to schedule and generate orders for
maintenance plans, this function can also be set as a automatic batch job.
Q: In the scheduling of maintenance plans what options are available for the manipulation of calls placed on the
scheduled call board (tab)?
A: The following options are available: release call (immediate release to create order) fix call (change date of call) skip
call (cancel call) restart (restart scheduling of plan) manual call (place a manual cal)
Q: What settings can be defined for the Serialisation of Equipment, what transaction in customising is used?
A: IMG>master data in plant maintenance>technical objects>serial number management>define serial number profiles,
OIS2. The available settings are: existing requirement (created first indicator) equipment category assignment, stock
check and serialisation procedures by usage and proposal type for equipment (on processing of procedure)
What is meant by Service contract?
Answer:
A Service contract is a legal bond between user and the service provider.
It is basically used to initiating automatic billing of routine services at regular intervals (e.g.is your AMC (annual
maintenance cost))
Remember that the service order do not have a delivery note as there are no physical items to be delivered.
You use service contracts to record the details of the service package that you have agreed to provide a service recipient
with over a specified period of time.
The service contract is made up of a header and one or more items.
At header level you specify:
- Partner data such as the partner who is to be provided with the services and the partner who is to be billed for the
services
- Contract-specific data:
- Start and end dates
- Cancellation terms
- Follow-up actions
- Texts
- Status information
- Price agreements
- At item level you specify:
The services to be provided:
- Partner data
- Contract-specific data
- Start and end dates
- Cancellation terms
- Technical objects
- Texts
- Status information
- Price agreements
- Billing plan data
1. Estimated costs is an approximate value, entered during creation of maintenance order. This value is for information
purposes only and will not be validated anywhere.
Estimated cost: You can enter this cost manually in order Header.
Service cost is entered manually while creation of maintenance order. These costs are calculated when the order is
brought to Release status, and appear as planned costs in the costs tab.
IW41 & IW42 are used for confirming the task/operation with the time. This will accrued the cost of internal operation
to the order.
3. Subsequent purchasing activity PR to PO conversion is done and when the material is inwarded, the actual cost as per
PO, flows to maintenance order and populated as Actual costs.
Same case happens when service entry sheet is created for external services.
4. Now the cost sits with the maintenance order. This must be settled to a cost center, assigned to the equipment, for
which maintenance order is processed.
When actual settlement is done for the order, the actual cost moves to the cost center and the order value becomes
zero. This activity is required from FI Controlling point of view, to accrued the total expenses done on the equipment
and adding them to the production cost incurred, using that equipment.
Where as a repair order would be created when a customer finds a defect in say a product and the requests for a
repair of replacement.
The cycle is:
The business scenario
1. Enter repair request
The customer calls the service organization to request a repair. The agent enters the repair request. The system checks
whether a warranty exists.
2. Send in defective product
The customer sends in the product using the given return material authorization number.
3. Plan repair steps
A service representative performs the technical analysis and enters the inspection result (causes, tasks, etc.). He decides
what action should be taken based on the inspection result.
4. Create service quotation
The system calculates the price for the planned repair and required spare parts, according to the price agreements in the
service contract, and the warranty costs. The agent generates a service quotation.
5. Perform confirmation
The customer accepts the quotation. The service representative repairs the product and confirms his working times and
materials used. He also documents the inspection results.
6. Return repaired product
The service representative returns the repaired product to the customer.
7. Create invoice
The service representative triggers customer billing, based on the confirmed time and spare parts used, and in
accordance with existing warranties and specific price agreements.
8. Analyze defect reasons
Using predefined queries and reports, the service manager analyzes the most important defect reasons.
How to get the authorisation objects for SAP PM?
You can get this from tcode SU21 select the required module and you will have these objects.
or
You Can Get the details of Authorization Object & Their Authorisation field from Table TOBJ by using T code SE16 &
select object Class as PM.
Notes:
If the maintenance order will be created by one person & it will be released by Manager. How can I map this
functionality with Authorisation Objects.
Solution:
Kindly Use Authorization object I_BETRVORG - PM: Business Operation in two different roles and assign these roles
respectively to Creator & Manager for Required function.
Change Status of Preceding Document.