User Document For Plant Maintenance - Ver1

SAP ECC
USER MANUAL
PLANT
MAINTENANCE
Plant Maintenance
Contents
01. How to Logon In SAP Server.........................................................................4

02. Creating Functional Locations......................................................................8
03. Creating Equipment......................................................................................17
04. Structural Display Functional Location.....................................................29
05. Creating a Material with Serial Number Profile.........................................32
06. Creating Equipment for the Maintenance Planning..................................40
07. Creating a General Maintenance Task List................................................50
08. Creating a Maintenance Plan.......................................................................56
09. Scheduling the Maintenance Plan..............................................................65
10. Viewing the Work List for Orders................................................................71
11. Viewing the Maintenance History of Equipment.......................................75
12. Process Flow of Malfunction Notification..................................................83
12.1 Creating a Malfunction Report.......................................................................................83
13. Entering a Breakdown Maintenance Order................................................90
14. Case: 1 Internal processing with stock item as component....................93
14.1 Goods issue to maintenance order Procedure...........................................................101
14.2 Confirming a Maintenance Order.................................................................................109
14.3 Technically Completing a Maintenance Order............................................................114
14.4 Settling the Maintenance Order...................................................................................119
14.5 Closing the Maintenance Order - Business View.......................................................125
14.6 Show Costs on maintenance order.............................................................................130
15. Case: 2 Internal processing with non stock item as component..........133
15.1 Purchase Requisition in Maintenance Order..............................................................140
15.2 Release of Purchase Requisition.................................................................................145
15.3 Create Purchase Order from Purchase Requisition of Maintenance Order.............150
15.4 Release of purchase order........................................................................................... 157
15.5 Goods receipt to purchase order.................................................................................161
15.6 Confirming a Maintenance Order.................................................................................166
15.8 Settlement of the Maintenance Order..........................................................................176
15.10 Show Costs on maintenance order...........................................................................186
16. Case: 3 Service procurement for maintenance order.............................189
© Pridevel Group 2007 2 Confidential

Plant Maintenance
16.1 Purchase Requisition in Maintenance Order..............................................................199

16.2 Release of Purchase Requisition.................................................................................204
16.3 Create Purchase Order from Purchase Requisition...................................................210
16.4 Release of purchase order........................................................................................... 219
16.5 Service entry sheet against purchase order...............................................................224
16.6 Invoice verification........................................................................................................ 232
16.8 Settling the Maintenance Order...................................................................................242
16.10 Show Costs on maintenance order...........................................................................253
18. Maintenance Bill of Materials....................................................................266
18.1 Creating a Material........................................................................................................ 267
18.2 Creating Bill of Material................................................................................................ 271
18.3 Link BOM to a piece of equipment...............................................................................274
18.4 Structural Display of BOM............................................................................................ 277
19. Scheduling a Maintenance Plan Automatically.......................................280
20. Creating a Quantitative Measuring Point.................................................284
21. Creating a Measuring Point as a Counter................................................288
22. Creating a Qualitative Measuring Point...................................................291
23. Creating Measurement Documents..........................................................295
24. Creating Measurement Documents collectively for a Technical Object
............................................................................................................................301

Plant Maintenance
01. How to Logon In SAP Server
On the Desktop we can see the SAP Logon screen . Double click on it. Next
screen will be as below.
In the above screen we can see 2 types of servers.
1> USCB Prototype 100 & 120 Client.

2> USCB Quality server 200 client.
To start and Login’s.
Double click or select and click on the Log on .
to login to server.

Plant Maintenance
Once we login the next screen will be as follows.
On the above screen enter the User name and Password to go to SAP Easy Access
screen.
After entering the User name and password the main screen will be as under.

Plant Maintenance
The above screen is the SAP Easy Access screen.
In this screen we can enter the Tcodes to go the main

screen of the required Tcode.
For eg. Posting of GL account Tcode  F-02

Plant Maintenance
Note: From the SAP Easy Access screen we can enter directly the Tcode, whereas from
the above screen we must compulsory enter the /N before the Tcode.
Eg: Posting of GL account Tcode /NF-02.

Plant Maintenance
02. Creating Functional Locations

Use
Functional locations are elements of a technical structure (for example functional sub-
units of a plant). Functional locations are created hierarchically and can be structured
according to the following criteria:
 Functional
 Process-oriented
 Spatial
Each functional location is managed individually in the system using a specific master
record. A functional location represents the place where a maintenance task is to be
performed.
Prerequisites
To be able to create functional locations, you must define the structure to be used in the
system. This can be accomplished by using a structure indicator.
A structure indicator is defined in the Plant Maintenance Customizing. With the help of
structure indicators you can:
 Define and control the generic structure of the location label
 Make the hierarchy of the location structure visible within the location label
 Use the automatic system functions to create a generic location structure when
defining the locations
The structure indicator REFX is predefined in the system.

Plant Maintenance
Procedure
Access the transaction choosing one of the following navigation options:
SAP menu Logistics  Plant Maintenance  Management of

Technical Objects  Functional Location  Create
Transaction IL01
code

Plant Maintenance
You are now on the initial screen for creating functional locations. The
following is an example of the kind of data you must maintain in the master
record of a functional location. The data you must enter depend mainly on the
hierarchy level of the functional location you want to create.

Plant Maintenance
On the Create functional location: Initial screen, enter the necessary data:
Field name Description User action Comment

and values
Str Indicator RE-FX: Flexible Real REFX Enter shown
Estate Management value
Functional CRUDE OIL Enter the label
Location STORAGE for Func. Loc.
Func.Loc. Technical system - M Enter shown
Category standard value
Superior Func.Loc. Beatrice Biodiesel U001 As required
Choose Enter

Plant Maintenance
On the Create Functional Location: Master data screen, enter the necessary data (e.g.
Functional Location Description).
Enter reference data and manufacturer data on the General tab:
Field name Description User action and Comment

values
Description CRUDE OIL CRUDE OIL
STORAGE STORAGE
Object Type TANK TANK
Start-up date 01.06.2007
Acquisition Date 01.06.2007
Press Enter

Plant Maintenance
Choose the Location tab.

Maintain/check the following data:

values
Maint Plant BioDiesel Plant U001 Enter the shown
value
Work Center Mechanical MECHANIC Enter as you require
Department
Sort field OIL STORAGE Enter as you require

Plant Maintenance
Choose the Organization tab.

Maintain/ check the following data:

and values
Cost center Maintenance 1004 Enter as required
Planning plant BioDiesel Plant U001 Enter as the value
Planner group Maintenance M01 Enter as required
Main work ctr Mechanical Dept. MECHANIC Enter as required
Catalog profile General Catalog Profile 000000001 Standard

Plant Maintenance
Choose the Structure tab

Maintain/ check the following data:

and values
InstallSpecs Set flag To allow
installation of eqpt.
Save your entries.

Plant Maintenance
Result
You have now created a functional location. Depending on the structure indicator and
the name of the functional location you have assigned on the initial screen, the created
functional location is incorporated automatically into the structure.

Plant Maintenance
03. Creating Equipment

Use
Equipment is an individual object that must be maintained as an autonomous unit. Each
piece of equipment is managed individually in the system. Therefore, for each technical
object you can
Manage individual data from the maintenance point of view
Carry out individual plant maintenance actions
Document each plant maintenance task
Collect and evaluate technical data over long periods of time
Equipment can be installed and dismantled on functional locations. The operating times
of a piece of equipment on a functional location can be documented chronologically.
Prerequisites
 A functional location structure has been defined
 Organization of Plant Maintenance has been defined in configuration
 Cost centers

Plant Maintenance
Procedure
SAP menu Logistics  Plant Maintenance  Management of Technical

Objects  Equipment  Create (General)
Transaction code IE01

Plant Maintenance
On the Create Equipment: Initial screen,
In the Equipment Category field, enter M (Machines), Date comes by default
This category groups individual pieces of equipment according to usage
Choose Enter

Plant Maintenance
On the Create Equipment: General data screen,
Field name Description User action and values Comment

Description Centrifugal Pump
Object Type Pump PUMP
Start-up Date 01.06.2007
Acquisition Value 850 USD
Acquisition Date 01.06.2007
Manufacturer KENT
Model Number 123456
Manuf Serial No 456321
Manuf Country US

Plant Maintenance
The tabs on this screen are identical to the master record of a functional
location. For more information, refer to the Functional location business
process procedure.
Choose the Location tab.

values
Maint Plant BioDiesel Plant U001 Plant, where equipment
is located
Work Center Mechanical MECHANIC
department
ABC Critical A
indicator
Sort Field CF PUMP

Plant Maintenance
Press Enter
Choose the Organization tab.

values
Cost Center Maintenance 1004
Planning Plant BioDiesel Plant U001
Planner Group Maintenance M01
Main Work Center Mechanical Dept. MECHANIC / U001
Catalog profile General Catalog Profile 000000001

Plant Maintenance
Save
Equipment created with number 10000025

Plant Maintenance

Plant Maintenance
After you have maintained the equipment master data, you can assign the equipment to a
functional location. To do this, access the transaction choosing one of the following navigation
options:

Technical Objects  Equipment  Change

Plant Maintenance
On the Change Equipment: Initial screen, in the Equipment field, enter your
previously-created equipment number and choose Enter

Plant Maintenance
On the Change Equipment: General data screen,

From the menu, choose Structure  Change Install Loc.
On the Change Equipment Installation Overview screen,

in the Functional location field,
enter the functional location (for example, CRUDE OIL STORAGE)
choose Install w. Data transfer
Choose Enter

Plant Maintenance
On the Data Transfer: Install Equipment screen

Choose Install Loc. (whole)
And then Back
On the Change Equipment Installation Location screen,
Choose Enter , the following screen appears,

Plant Maintenance
Choose Save
Result
You have created new equipment and have assigned it to a functional location.
You can check whether your action has been successful by choosing Structural Display
Transaction code IH01. It is shown in next step.

Plant Maintenance
04. Structural Display Functional Location

Procedure

Technical Objects  Functional Location
 Structural Display
Transaction code IH01

Plant Maintenance
On the Functional Location Structure: Selection screen, enter the necessary data
and choose Execute (F8)

values
Functional Location U001
Location hierarchy Set Flag
Equipment installed Set Flag
Equipment hierarchy Set Flag
BOM explosion Set Flag

Plant Maintenance
The system displays a brief overview of the functional location structure. You can see
the first and second level of the functional location structure. If you further expand the
functional location CRUDE OIL STORAGE you will come to a lower level of hierarchy.
Drill down in the structure until you can see the equipment “Centrifugal pump”.
Check whether your previously created equipment has been installed on the functional
location “CRUDE OIL STORAGE” by drilling-down.
Explanation
The functional location represents the place where a technical task is performed. The
equipment is the object that is used to carry out the task. A technical object can be
further structured by bills of materials requiring the definition of maintenance assemblies.

Plant Maintenance
05. Creating a Material with Serial Number Profile

Use
This material is assigned to equipment in the serialization view, enabling a maintenance
history to be created. The material is not used for any other operations.
Prerequisites
Organizational units such as plant and storage location
Material type: spare part (Standard)
Serial number profile: 0001 (Standard)
Procedure

Technical Objects  Material  Create (General)
Transaction code MM01

Plant Maintenance
On the Create Material (Initial Screen), enter the required data:

Material number System generates
Industry sector Chemical industry
Material type Spare parts
Choose Enter

Plant Maintenance
On the Select View(s) dialog box, select the following views and choose Enter
 Basic Data 1
 Purchasing
 General Plant Data / Storage 2
Click on Organization levels Icon

Plant Maintenance
In Organization Levels, enter the following data.

Plant U001
Stor. location 0001
Choose Enter

Plant Maintenance
On the Basic data 1 view tab, make the following entries:

Description PUMP
Base unit of measure EA
Material group 01
Choose Enter

Plant Maintenance
On the Purchasing view tab,

In the Purchasing Group field, enter 001 and choose Enter

Plant Maintenance
On the Storage 2 view tab,

In the Serial no. profile field, enter 0001 and choose Enter
Save

Plant Maintenance
The following screen appears with material number.
Result
A material (Material No.49) with a serial number profile has been created.

Plant Maintenance
06. Creating Equipment for the Maintenance Planning

Use
This equipment is the subject of the maintenance planning. This scenario relates to a
single laboratory weighing scale that requires regular calibration. A material with serial
number is assigned to the equipment so that the calibrations can be documented.
Prerequisites
 Organizational units
 Cost center for the calculation of the orders
 Material with serial number profile

Plant Maintenance
Procedure

Technical Objects  Equipment  Create (General)

Plant Maintenance
On the Create Equipment: Initial Screen,

In the Equipment category field, enter M (Machines)
And choose Enter

Plant Maintenance
On the Create Equipment: General data view,

In the Description field, enter an equipment description (such as MOTOR)
In the Object type field, enter the type (such as MOTOR)
And choose Enter

Plant Maintenance
On the Create Equipment: Location view,

In the MaintPlant field, enter U001
In the ABC Indicator field, enter A – Critical
In the Sort field, enter MOTOR
And choose Enter

Plant Maintenance
Choose the Organization view and enter the following data:
Company Code Beatrice U001

BioDiesel,LLC
Cost center Maintenance 1004
Planning plant BioDiesel plant U001
Planner group Electrical M02
Main WorkCtr Electrical Dept ELECTRIC / U001
Catalog profile General Catalog 000000001
Profile

Plant Maintenance
Choose Enter
On the Change Equipment: General data screen,

From the Menu bar, choose Edit  View selection
The following Create Equipment: View Selection screen appears.
Set flag on Serial Numbers,

Plant Maintenance
Choose Enter
The SerData Tab gets added.

Plant Maintenance
Choose the SerData view and enter the following data:

Plant Maintenance

values
Material 50 The material with serial number
created above
Serial number 1
Choose Enter
Then Save

Plant Maintenance
The following screen appears with equipment number 10000033
Result
Equipment with the serial number has been created for which an order history is
managed.

Plant Maintenance
07. Creating a General Maintenance Task List

Use
The general maintenance task list is a prerequisite for the creation of a maintenance
plan. The operations that are to be carried out in a maintenance order are created in a
general maintenance task list and assigned to the maintenance plan.
Prerequisites
 Organizational data
 Work Centers

Plant Maintenance
Procedure
SAP menu Logistics  Plant Maintenance  Preventive Maintenance 

Work Scheduling  Task Lists  General Maintenance Task
Lists  Create
Transaction code IA05

Plant Maintenance
On the Create General Task List: Initial Screen, the system assigns a task list group
number. Choose Enter

Plant Maintenance
On the Create General Task List: Header General View screen, enter the data:

values
Description Pump maintenance
Planning plant U001
Work center MECHANIC / U001
Usage Plant maintenance 4
Planner group Mechanical Dept. M01
Status Released (General) 4
Inspection points 300 For equipment

Plant Maintenance
Choose Enter and then choose Operation Icon
On the Create General Task List: Operation overview screen, enter the data:

Operation 10
Work center MECHANIC
Control Key PM01
Operation Change the shaft
description
Work 1
Unit Hr
No. 1

Plant Maintenance
Choose Enter and then Save
Result
A general maintenance task list has been created with group number 15 and counter 1

Plant Maintenance
08. Creating a Maintenance Plan

Use
The maintenance plan describes the maintenance cycle and the execution of the
maintenance. A general maintenance task list is assigned to the maintenance plan that
in turn is assigned to equipment.
Prerequisites
 Organizational data
 General maintenance task list
 Equipment must be available.

Plant Maintenance
Procedure
SAP menu Logistics  Plant Maintenance  Preventive Maintenance 

Maintenance Planning  Maintenance Plans  Create 
Single Cycle Plan
Transaction code IP41

Plant Maintenance
On the Create Maintenance Plan: Initial screen,

In the Maint.plan cat field, enter the PM Maintenance Order
And choose Enter

Plant Maintenance
On the Create Maintenance Plan: Single cycle plan view, enter the following data:

Description Change the shaft of pump
Cycle 3
Unit MON
Equipment 10000026
Choose Enter

Plant Maintenance
Part of the following data picks from equipment mater data

If you want to change, can change

values
Order type PM03 Preventive Maintenance
Order
Planning plant U001
Main WorkCtr MECHANIC
Priority High
Planner group M01 Maintenance
Maint Activity 003 Repair
Type
Type A Task list type
Task LstGrp 15
GrpCr 1

Plant Maintenance
Choose Enter

Plant Maintenance
Choose the Maintenance plan scheduling parameters view & enter the data:
Field name Explanation of field User Comment

action
and
values
Shift Factor Late Indicates amount in % of 100% The shift factor for late
Compl. delay by which next completion of a
planned date is shifted. maintenance task defines
the percentage of the
shift to be applied to the
calculation of the next
date.
It is only applied when
the variance between
target and actual date is
outside the tolerance
range.
Tolerance (+) Allowed deviation for late 10 %
confirmation. No date
shift takes place if within
tolerance
Shift Factor Indicates amount in % of 100% See comment above of
Early Compl. earliness by which next SF Late Completion,
planned date is shifted. same functionality, here
for earlier completion
Tolerance (-) See above. 10%
Cycle For short-term 1.00
ModificFactor adjustments without
changing the entire plan
Call horizon Indicates % of cycle end 0% 0% - immediate call
value at which 100% - On scheduled
order/notification is called date/time
Scheduling Indicates period (one 365 DAY
period cycle length and more)
for which maintenance
orders are to be created
(Long-term)
Completion Indicates whether Set flag
Requirement confirmation is required
for order operations. For
monitoring calibration

Plant Maintenance
orders
Start of cycle Blank

Plant Maintenance
The system pop up window comes,

Choose NO and then Enter

Plant Maintenance
Result
A maintenance plan for the equipment has been created 90000000007.
09. Scheduling the Maintenance Plan

Use
Before you can use the created maintenance plan, it must be scheduled and started.
Scheduling is based on the scheduling parameters maintained above.
Prerequisites
The maintenance plan must exist.

Plant Maintenance
Procedure
SAP menu Logistics  Plant Maintenance  Preventive Maintenance

 Maintenance Planning  Scheduling for Maintenance
Plans  Schedule
Transaction IP10
code

Plant Maintenance
On the Schedule Maintenance Plan: Initial screen,

In the Maintenance plan field, enter the maintenance plan number from the previous
step and choose Enter

Plant Maintenance
On the Schedule Maintenance Plan: Single Cycle Plan screen, view the scheduling
parameters for the maintenance plan, manually access maintenance orders and view
manual and scheduled calls.
To start the maintenance plan, choose Start.
The system then defaults to you the current date as the start of the cycle.

Plant Maintenance
On the Start Date dialog box, enter the Date and choose Enter .
The system displays the called and maintained plant maintenance orders in the
Scheduled Calls view.

Plant Maintenance
Select the first call ( Row ) and Click on Green flag to release then
Choose Save

Plant Maintenance
Result
The maintenance plan has been started, and the maintenance orders are set in the work
list according to the call horizon and scheduling period.
The released maintenance order is created automatically when the maintenance plan is
started.

Plant Maintenance
10. Viewing the Work List for Orders

Use
You can use this transaction to display or change orders. By restricting to outstanding
and orders in process, the pool of orders existing in the system can be displayed,
changed and set for processing in the work centers.
Prerequisites
Organizational data must exist.
Called maintenance orders must exist.

Plant Maintenance
Procedure
SAP menu Logistics  Plant Maintenance  Maintenance Processing

 Order  Order List  Change
Transaction code IW38

Plant Maintenance
On the Change PM orders: Selection of Orders screen, enter the required data:
This is a list display that enables a variety of types of evaluations to be carried out. If
you select just the outstanding orders and execute the list display, the system
displays all the outstanding orders. In the same way, you can restrict the selection by
entering a range of parameters so that the system displays just a few or even no
orders.

Order status Outstanding Set flag
In process Set flag
Order type PM03
Equipment 10000026
Period from < current date >
Period to < current date + 1 year >

Plant Maintenance
Choose Execute (F8) .
The system displays a list of all orders in process of order type PM03 for the specified
equipment.
Result
It is possible to display and change the created maintenance order.

Plant Maintenance
11. Viewing the Maintenance History of Equipment

Use
A maintenance history is managed for equipment with serial number. All orders for this
equipment can be viewed via this history. This includes released orders so that after the
start of a maintenance plan you can already view the first order in the history.
Prerequisites
Equipment with serial number
At least one released order for the equipment
Procedure

Technical Objects  Equipment  Change

Plant Maintenance
On the Change Equipment: Initial screen, in the Equipment field, enter the
equipment number of equipment with the serial number, and choose Enter

Plant Maintenance
Choose the SerData tab
Choose History

Plant Maintenance
On the History: Serial number tab, the system displays the released maintenance
order, created when the maintenance plan was started, and a maintenance notification
that was automatically created with the order.
To display the order, select it and choose Document.

Plant Maintenance
On the Display Maintenance Order: Center Header screen,

Choose the Operations tab.

Plant Maintenance
Choose Act. Data to display the completion confirmations. If the completion confirmation
is already created you can display it in the Serial Number History.

Plant Maintenance
To display confirmation details, choose the Icon shown,

Plant Maintenance
Result
All orders for the equipment are documented in the history and can be viewed up to
document level.

Plant Maintenance
12. Process Flow of Malfunction Notification

Repairing the malfunction is demonstrated using the example of the Motor. The cost
center for the order settlement is found via the equipment.
Maintenance Notification
The maintenance notification allows you to describe in detail a technical exception state
on a defective reference object. You request the necessary maintenance task by means
of a maintenance notification and document the tasks carried out.
In the ERP component Plant Maintenance, the notification creation distinguishes
between the following default notification types:
 Malfunction Report: This describes the state or malfunction of a maintenance
object that impairs its performance in some way.
 Maintenance Request: This requests a service or task from the maintenance
department without there being a malfunction.
In this scenario, the maintenance notification means specifically the malfunction report.
This primarily records the malfunctions on a technical object. The notification makes
reference to the Functional Location of the equipment.
The damage is specified in detail via a damage catalog.
Notification type: M2 Malfunction Report
12.1 Creating a Malfunction Report

Use
A malfunction report describes a malfunction on a maintenance object that in some way
impairs the performance of the object. The malfunction report documents that:
A technical system is not functioning correctly.
A technical system is not working as well as it should or is not working at all.
The system is producing poor results.
Prerequisites
Technical objects in the form of functional locations, equipment and maintenance
assemblies
Organizational units such as maintenance planners and work centers
Catalogs for verifying malfunctions for recording technical findings

Plant Maintenance
Procedure

 Notification  Create (General)

Plant Maintenance
On the Create PM Notification: Initial screen,

In the Notification type field, enter M2 and
Choose Enter

Plant Maintenance
On the Create PM Notification: Malfunction Report,
You can enter different equipment using the match code (F4) . After you enter the
equipment and choose Enter , several fields in the notification are filled with
values. You can consider these values as default values stored in the master record of
the equipment.
This ensures that all the required notification data is maintained on the header data
screen of the report. Further down on the same page, you can describe the malfunction
report in more detail with help from the catalogs. The values entered here are updated in
the maintenance history and as a result are available for later evaluations.
After making these entries, you have described the damage and the cause of a
malfunction in detail.
Breakdown duration: If you select the Breakdown field, the system automatically
calculates the duration of a malfunction based on the time data that you entered. The
duration is also updated in the history of the object and is also available for evaluations
in the Plant Maintenance Information System.
Make the following entries in the same sequence mentioned below:

Description Shaft damaged
Equipment PUMP 10000026
Coding System is MECH / 0001
down
Planner group M01 / U001
Main work center MECHANIC / U001
Reported by Lawrence
Breakdown Set flag
Object part Shaft YQ-CHME1 / ME00

Plant Maintenance
Damage Crack YQ-CHME1 / ME01

Cause code Breakage YQ-CHME1 / ME03

Plant Maintenance
Choose Release (Green flag)

Plant Maintenance
System status changes to NOPR notification in process.
Choose Save

Plant Maintenance
The following screen appears
Result
You have now entered a malfunction report.
Explanation
You have now been presented with all of the required fields and possible entries within a
malfunction report. This is just one example of how you can enter a malfunction report. It
is only one method for documenting and reporting malfunctions. In a broader sense, the
malfunction report forms the basis for making Plant Maintenance technically transparent
in the breakdown maintenance process. It mainly depends on how you organize the
process of malfunction processing in your company.
Because experience shows that each malfunction primarily has an individual character
and is not a predictable event, it depends on which data is to be maintained when
entering a malfunction report.

Plant Maintenance
13. Entering a Breakdown Maintenance Order
Maintenance Order Processing

The notification is converted into an order. The following are determined from the master
data of the Functional Location:
Account assignment information
Responsible work center and the
Assigned PM item.
The following aspects can be planned for the maintenance order:
Spare parts required (internal/external)
Affected work centers
Decision whether internal or external processing
In particular, the maintenance order is used for the following purposes:
Managing maintenance activities respective to their planning and implementation
Collecting costs arising from tasks
As a subsequent maintenance history for the technical objects
The respective position of an investment program can be found via the equipment to
display the PM costs in reporting (PM budget).
Maintenance Order Release and Implementation

Before order release, the issuing of permits is shown using the example of a general
work permit.
The following actions can only be carried out if the order has been released:
Printing the shop papers for the maintenance order
Making planned and unplanned withdrawals of material for the order from the warehouse
Executing purchase orders for requirement coverage requests
Posting goods receipts
Entering external services
Posting the invoice receipt
Entering time confirmations
After granting order release, the individual activities can be carried out by internal
maintenance workshops or external service companies (external services).
In our example, the spare parts required for order execution are taken for the order from
warehouse stocks via spare parts BOMs.

Plant Maintenance
Maintenance Confirmation
The following confirmation types can be carried out via the order confirmation:
Time confirmations
Goods receipts
Invoice receipts
Service entries
Goods issues from the warehouse
Technical report
Measurement and counter readings
Changes to the equipment
Maintenance Completion and Settlement

Both the maintenance notification and the maintenance order are settled after the
required maintenance work has been carried out. There are two completion phases
relating to this:
Technical completion
Business completion
The technical completion reduces all the purchase requisitions, open reservations and
capacities still outstanding for the maintenance order.
Nevertheless, the order can still continue to receive costs, for example, through invoice
receipts for delivered and used materials, however it is blocked for all changes in the
processing.
The order settlement transfers the costs incurred that were temporarily collected for the
maintenance order, to the recipient, for example, to the cost center for the maintained
object.
The business completion signifies that the order is completed in accounting terms. It
cannot receive any further postings.
In our example, the order costs are settled to the assigned Workshop/Maintenance cost
center using an all-inclusive cost element.
Entry of Technical Findings

The documentation of the work performed takes place via technical findings. Catalogs
are available as an entry tool.
Reporting
Key figures have been set up in PM-IS for the examples ball mill and container.
Result
Breakdown maintenance is carried out for the example.

Plant Maintenance
Use
Order processing helps you to plan maintenance tasks in greater detail, for example,
those from a malfunction report. You decide whether the tasks to be carried out should
be processed internally or externally and which components (materials) you need for
them.
Furthermore, the maintenance order is used to collect all costs for a maintenance task
and to debit the cost center that incurred the costs using the settlement functions in the
CO module (Controlling).
Prerequisites
Technical objects in the form of functional locations, equipment and maintenance
assemblies
Organizational units such as maintenance planners and work centers
Costs centers defined in the master data of the technical objects
Cost elements
Procurement processing in the MM (Materials Management) module for entering
purchase requisitions in the maintenance order

Plant Maintenance
Procedure
14. Case: 1 Internal processing with stock item as component

 Order  Create (General)

Plant Maintenance
On the Create Order: Initial screen, enter the required data:

values
Order type Malfunction Maintenance PM02
order
Equipment PUMP 10000026
Choose Enter
In the initial screen for entering maintenance orders, you only need to specify the order
type and the equipment. All required data are then entered in the order from the
equipment master record, as in notification processing. You are now in the Create order:
Central Header screen. As you can see, all the fields for the responsibilities and the
reference object have been filled except for the assembly field.

Plant Maintenance
Make the following entries:

Order short text Shaft is broken
Costs <Optional> Estimated cost
PMActType Preventive 002 Default value can be
maintenance changed
System <Optional>
condition
Basic start 01.07.2007 Order start date
Basic finish 01.07.2007 Order finish date
Choose the Operations tab

Plant Maintenance
On the Operation overview, enter the following data for Operation 10:

and values
Operation Shaft is broken Activity to be carried out
text
Work 4H Time planned required for
duration execution
Number 2 Number of people required for
operation to be carried out
Choose Enter
The system calculates the duration of the operation based on the time you entered in the
Work field and on how many people you schedule in the Number field to carry out this
operation. You have now made all of the entries in the header data screen of the order.
On the Operations tab, add another operation to the operation list if required. When
doing so, ensure that the control key contains the default value PM01.

Plant Maintenance
Assignment of components: To assign components to an operation, select the

operation and choose Components tab and give the components. You can also select
components using F4 help. Quantity and Item category are must for all components
assigned.

Material 48
Description SHAFT
Unit of measure EA
Quantity 1
IC L
Choose Check Material Availability .
The availability check tells you if the material has been allocated to you. A reservation is
created for the order in Materials Management for this material.

Plant Maintenance
Return to the order header. You have now made all the required minimum specifications
for a maintenance order. This concludes the planning phase of a maintenance order.
To execute the order, you must release it or put it in process. From the menu, choose
Order  Functions  Release or Put in process or
Choose Release Icon(Green flag)

Plant Maintenance
System status changes to REL and planned costs updates.
Choose Save

Plant Maintenance
Both functions (Release or Put in process) release the order. This means that purchase
requisitions are created for external processing or for including components to be
procured. Reservations are created in Materials Management via availability checks.
The difference between the two functions is that in the Put in process function, the shop
papers can be printed. You can determine which shop papers are printed and what kind
of layout the papers have by using Customizing.
Result
You have created a maintenance order 4000545.

Plant Maintenance
14.1 Goods issue to maintenance order Procedure

SAP menu Logistics  Materials Management  Inventory

Management  Goods Movement  Goods Movement
Transaction code MIGO

Plant Maintenance
On the Goods issue Order screen, enter the required data:

and values
Action to be carried out Goods issue Different options are
in transaction MIGO available for using in the
MIGO transaction
Reference Document Order Different options are
for transaction MIGO available for using in the
MIGO transaction
Choose Enter
Good issue: Reservation can also be executed .In this case you have to give
reservation number which was generated by the system after the release of order.

Plant Maintenance
On the Material tab, select the Item OK checkbox and choose Check

Plant Maintenance
On the Where tab,

Enter the Plant U001, and Storage Location 0001 (Std. warehouse)

Plant Maintenance
On the Reservation tab, select the Final issue checkbox

Plant Maintenance
And choose Check give Serial number if material is serialized.

Plant Maintenance
Message Document is OK displays. Choose Post or Save icon

Plant Maintenance
Document gets posted

Plant Maintenance
14.2 Confirming a Maintenance Order

Procedure
SAP menu Logistics  Plant Maintenance  Maintenance Processing 

Completion Confirmation  Entry  Individual Time
Confirmation

Plant Maintenance
On the Create PM Order Confirmation: Initial screen, in the Order number field,
enter your maintenance order number and choose Enter . The system generates
an overview of the operations you have planned for this order.

Plant Maintenance
Select an operation, and then choose Actual data (F8)
On the Actual data detail screen, make the following entries:

and values
Actual work 4H Working time only
Work start Date and time
Work end Date and time
Final Set flag Documents that the operation is
confirmation finally completed
No remaining Set flag Documents that there is no
work remaining work for this operation
Clear open Set flag Open reservations(if any) gets
reservations cleared
Explanation of Confirmation Function: If all of the operations of a

maintenance order have been confirmed as a final confirmation, the order is
given status CNF. If not all of the operations have been finally confirmed, the
order has status PCNF. This means that the order still has at least one
operation that is still outstanding.
You can also enter a PM notification in the form of an activity report in the
confirmation detail screen for an operation. This enables you to document the
operation, technically supported by catalogs (see malfunction report). In this
way, several PM notifications can be created and assigned for an order.
Usually, material withdrawals are always posted for an order by Materials
Management. The activities of external companies are handled in exactly the
same way. However, you can carry out these movements or confirmations
yourself. For this, refer to the MM (Materials Management) module
documentation.

Plant Maintenance
Choose Save

Plant Maintenance
Confirmation is saved.
Result
You have confirmed the operations

Plant Maintenance
14.3 Technically Completing a Maintenance Order

Use
If an order has been executed, it must be completed in the system. This shows that the
order has been dealt with. In the PM module, there are two types of completion,
technical completion and business completion.
Technical completion shows that an order was technically successful or can be
considered as being technically completed by Plant Maintenance.
The following shows how technical completion works.
Procedure
SAP menu Logistics  Plant Maintenance  Maintenance

Processing  Order  Change

Plant Maintenance
On the Change Order: Initial screen,

In the Order field, enter the Order number
Choose Enter

Plant Maintenance
Choose Complete (technically) to technically complete the order.

Plant Maintenance
In the dialog box, change the proposed date and time,

Then choose Continue
System gives the message that order is saved.

Plant Maintenance
To check the change in the system status, Choose Enter ,
The system status TECO Technically completed

Plant Maintenance
Result
The order has been technically completed. The case is technically completed with
regards to Plant Maintenance.

Plant Maintenance
14.4 Settling the Maintenance Order

Use
In this activity, you settle the actual costs of the maintenance order to the cost center,
WBS element or asset under construction.
Procedure
Access the transaction using one of the following navigation options:
SAP Menu Logistics  Plant Maintenance  Maintenance Processing

 Completion  Individual Processing  Settle
Transaction code KO88

Plant Maintenance
If the transaction is accessed the first time, from the

Menu  Extras  Set controlling area
In the Controlling area field, enter U001 and choose Enter

Plant Maintenance
On the Actual Settlement: Order screen, make the following entries:
Field Name Description User Action and Values Comment

Order 4000545
Settlement period 01 ( July )
Fiscal year 2007
Test run Set flag
Choose Execute

Plant Maintenance
Ensure the ‘Settlement execution in test run’
Choose Back

Plant Maintenance
In the processing options, Unset the flag in the Test run checkbox and
Choose Execute again.

Plant Maintenance
The settlement log is displayed. Check the data and choose Back .

Plant Maintenance
14.5 Closing the Maintenance Order - Business View

Use
In this activity, you complete the maintenance order.
Business completion takes place when purchasing or invoice verification has posted
outstanding invoices for external services or external materials for the order and the
order is then settled via the settlement functions in the CO (Controlling) module.
Procedure

 Order  Change

Plant Maintenance
Enter the Order number and choose Enter .

Plant Maintenance
From the menu, choose Order  Functions  Complete  Complete business or

choose the Completion button. The service order now has the system status CLSD
and you cannot assign any more costs or revenues to it.

Plant Maintenance
System gives the message that order is saved.
To check the change in the system status, Choose Enter again

Plant Maintenance
The system status CLSD closed is displayed

Plant Maintenance
14.6 Show Costs on maintenance order

Procedure

 Order  Display

Plant Maintenance
Enter the PM Order Number created above and choose Costs.

Plant Maintenance
Check if the costs have been posted to the correct Group
.
Choose Back

Plant Maintenance
15. Case: 2 Internal processing with non stock item as

component


Plant Maintenance

values
Order type Malfunction PM02
Maintenance
order
Equipment PUMP 10000026 Equipment number for
Pump
Choose Enter .
In the initial screen for entering maintenance orders, you only need to specify
the order type and the equipment. All required data are then entered in the
order from the equipment master record, as in notification processing. You
are now in the Create order: Central Header screen. As you can see, all the
fields for the responsibilities and the reference object have been filled except
for the assembly field.

Plant Maintenance

and values
Order short text Shaft is broken
Costs < Optional > Estimated total cost
PMActType Preventive 002 Default value can be changed
maintenance
Basic start 01.07.2007 Default value can be changed
Basic finish 01.07.2007 Default value can be changed
Choose the Operations tab.

Plant Maintenance

values
Operation text Shaft is broken Default value can be changed
Work duration 4
Number 2 Number of people required for
operation to be carried out
Work Ctr MECHANIC Default value can be changed
Control key PM01 Default value can be changed
Choose Enter
The system calculates the duration of the operation based on the time you entered in the
Work field and on how many people you schedule in the Number field to carry out this
operation. You have now made all of the entries in the header data screen of the order.
doing so, ensure that the control key contains the default value PM01.

Plant Maintenance
Assignment of components: To assign components to an operation, select the

operation and choose Components tab and give the components. You can also select
components using F4 help. Quantity and Item category are must for all components
assigned

Material Induction 42
motor
Quantity 1
IC N Non-Stock item
Storage location Std. 0001
Warehouse
Choose Enter and then
Choose Release Icon(Green flag)

Plant Maintenance
System status changes to REL and planned costs updates
Choose Save

Plant Maintenance
Both functions (Release or Put in process) release the order. This means that purchase
requisitions are created for external processing or for including components to be
procured.
The difference between the two functions is that in the Put in process function, the shop
papers can be printed. You can determine which shop papers are printed and what kind
of layout the papers have by using Customizing.
Result

Plant Maintenance
15.1 Purchase Requisition in Maintenance Order

 Order  Change

Plant Maintenance
In the Order field, enter the maintenance order number and
Choose Enter

Plant Maintenance
On Components overview screen, choose Purchasing data Icon

Plant Maintenance
Note the Purchase requisition number, shown in Actual Data
Choose Save

Plant Maintenance
The order is saved.

Plant Maintenance
15.2 Release of Purchase Requisition
SAP menu Logistics  Materials Management Purchasing 

Purchase requisition  Release  Individual Release
Transaction code ME54N

Plant Maintenance
Click on other Purchase requisition Icon shown
On Select Document screen, enter the Purchase requisition number
Press Enter

Plant Maintenance
The item details are picked from the corresponding maintenance order.
Choose Release Icon as shown

Plant Maintenance
System gives the message effecting the release
The change in the icons will be observed.
Choose Save

Plant Maintenance
The system displays the following screen
Choose Back

Plant Maintenance
15.3 Create Purchase Order from Purchase Requisition of

Maintenance Order
Procedure
SAP menu Logistics  Materials Management  Purchasing 

Purchase Order  Create  Vendor/Supplying Plant
Known

Plant Maintenance
Choose Document Overview On.

Plant Maintenance
Select the purchase requisition Click the icon shown to adapt
Or Drag the required purchase requisition into the shopping basket that is to the left
of the field filled with Purchase Order.

Plant Maintenance
Enter a price for the item, such as 1000 USD.

And Confirm the messages Can delivery date be met?
Choose Enter
Choose Check

Plant Maintenance
No messages are issued.

Plant Maintenance
Save the purchase order

Plant Maintenance
Purchase order is created with number 4500000126

Plant Maintenance
15.4 Release of purchase order


Plant Maintenance

Purchase order  Release  Individual release


Plant Maintenance
Click on the release Icon to release
Choose Save
On Release strategy Tab, the Status is shown as marked.

Plant Maintenance
Choose Back
The PO is released

Plant Maintenance

Plant Maintenance
15.5 Goods receipt to purchase order

Procedure
SAP menu Logistics  Materials Management  Inventory Management

 Goods Movement  Goods Receipt  For Purchase Order
 PO Number Known
Transaction MIGO
code

Plant Maintenance
Enter the required data on the Goods receipt purchase order screen:

values
Executable Action in Goods receipt Different options
transaction MIGO are available
Reference Document for Purchase Order
transaction MIGO 4500000126
Choose Enter

Plant Maintenance
Double-click each of the line items from the desired purchase order number.
The purchase order and corresponding line item then displays on the upper
half of the main Goods receipt purchase order screen.
On the Material tab, select the Item OK checkbox, and then choose Next Item (Incase
of multiple items).
Set flag in the Item OK checkbox. Repeat this procedure until all items have been
accepted. Choose Check.

Plant Maintenance
The message Document is OK displays, choose Post or Save .

Plant Maintenance
Material document posted with number 5000000088

Plant Maintenance
15.6 Confirming a Maintenance Order

Procedure

 Completion Confirmation  Entry  Individual Time
Confirmation

Plant Maintenance
On the Create PM Order Confirmation: Initial screen, in the Order field, enter your
maintenance order number and choose Enter . The system generates an overview
of the operations you have planned for this order.

Plant Maintenance
Select an operation, and then choose Actual data (F8)
On the Actual data detail screen, make the following entries:

and values
Actual work 4H Working time only
Work start Date and time
Work end Date and time
Final Set flag Documents that the operation is
confirmation finally completed
No remaining Set flag Documents that there is no
work remaining work for this operation
Clear open Set flag Open reservations(if any) gets
reservations cleared
Explanation of Confirmation Function: If all of the operations of a

maintenance order have been confirmed as a final confirmation, the order is
given status CNF. If not all of the operations have been finally confirmed, the
order has status PCNF. This means that the order still has at least one
operation that is still outstanding.
You can also enter a PM notification in the form of an activity report in the
confirmation detail screen for an operation. This enables you to document the
operation, technically supported by catalogs (see malfunction report). In this
way, several PM notifications can be created and assigned for an order.
Usually, material withdrawals are always posted for an order by Materials
Management. The activities of external companies are handled in exactly the
same way. However, you can carry out these movements or confirmations
yourself. For this, refer to the MM (Materials Management) module
documentation.

Plant Maintenance
Choose Save

Plant Maintenance
Confirmation is saved
Result
You have confirmed the operations

Plant Maintenance

Use
Procedure


Plant Maintenance
On the Change Order: Initial screen, in the Order field, enter the maintenance order
number and choose Enter .

Plant Maintenance
In the dialog box, change the proposed date and time, then choose Continue .

Plant Maintenance
Result
To view change in system status, choose Enter again

Plant Maintenance
System status TECO technically complete
Choose Save

Plant Maintenance
15.8 Settlement of the Maintenance Order

Use
Procedure


Plant Maintenance

In the Controlling area field, enter U001 and choose Enter .

Plant Maintenance

Order 4000546
Settlement period 01 ( July )
Fiscal year 2007
Processing type Automatic
Test run Set flag
Choose Execute .

Plant Maintenance

Choose Back

Plant Maintenance
In the processing options, Unset flag in the Test run checkbox and

Plant Maintenance
The settlement log is displayed. Check the data and choose Back

Plant Maintenance

Use
Procedure


Plant Maintenance
Enter the Order number and choose Enter

Plant Maintenance

choose the Completion button. The service order now has the system status CLSD and
you cannot assign any more costs or revenues to it.

Plant Maintenance
Order is Completed(Business)
To check the system status,
Choose Enter

Plant Maintenance

Procedure


Plant Maintenance

Plant Maintenance
Choose Save

Plant Maintenance
16. Case: 3 Service procurement for maintenance order



Plant Maintenance

values
Order type Malfunction PM02
Maintenance
order
Equipment PUMP 10000026 Equipment number for
Pump
Choose Enter
In the initial screen for entering maintenance orders, you only need to specify the order
type and the equipment. All required data are then entered in the order from the
equipment master record, as in notification processing. You are now in the Create
order: Central Header screen. As you can see, all the fields for the responsibilities and
the reference object have been filled except for the assembly field.

Plant Maintenance

and values
Order short text Impeller
damaged
Costs < Optional > Estimated total cost
PMActType Preventive 002 Default value can be changed
maintenance
Basic start Default value can be changed
Basic finish Default value can be changed
Choose the Operations tab

Plant Maintenance

values
Operation text Shaft is broken Default value can be changed
Work Ctr MECHANIC Default value can be changed
Control key PM03 Default value can be changed
Choose Enter
doing so, ensure that the control key contains the value PM03.

Plant Maintenance
Choose Enter for pop up window with message’ External operation – please
enter material group’ as control key PM03 is an external operation.

Plant Maintenance
Give material group, purchasing organization and Choose Enter

Plant Maintenance
Select the operation and choose ‘External Icon ‘ and enter the services required

Plant Maintenance
Enter the services required in Short text,Quantity,Unit and Gross price fields
Services can be selected from Service No. field provided service master
is maintained using F4 help
Return to the order Header data. You have now made all the required minimum
specifications for a maintenance order. This concludes the planning phase of a
maintenance order.

Plant Maintenance
To execute the order, you must release it or put it in process.

From the menu, choose Order  Functions  Release or Put in process.
System status changes to REL and planned costs updates
Both functions (Release or Put in process) release the order. This means that
purchase requisitions are created for external processing
Choose Save

Plant Maintenance
Result

Plant Maintenance
16.1 Purchase Requisition in Maintenance Order

 Order  Change

Plant Maintenance
Enter the maintenance order number
Choose Enter

Plant Maintenance
On Operations Tab, choose Actual Data

Plant Maintenance
In purchasing data, Requisition number is displayed (System generated)
Choose Save

Plant Maintenance
Order gets saved.

Plant Maintenance

Plant Maintenance
16.2 Release of Purchase Requisition
SAP menu Logistics  Materials Management Purchasing 

Purchase requisition  Release  Individual Release

Plant Maintenance
Click on Other Purchase requisition Icon shown
Enter the Purchase requisition number
Press Enter

Plant Maintenance
The item details are picked from the corresponding maintenance order.
Choose Pencil Icon as shown to get the change mode from display mode

Plant Maintenance
Choose Release Icon as shown

Plant Maintenance
System gives the message affecting the release
The change in the icons will be observed.
Choose Save

Plant Maintenance
The system displays the following screen
Choose Back

Plant Maintenance
16.3 Create Purchase Order from Purchase Requisition

Procedure

Purchase Order  Create  Vendor/Supplying Plant Known

Plant Maintenance

Plant Maintenance
In the Document Overview area, select purchase requisition and click on Adopt icon
OR Drag the required purchase requisition into the shopping basket that is
to the left of the field filled with Purchase Order.

Plant Maintenance
Click on Document Overview off

Plant Maintenance
Enter the Vendor or Select vendor using F4 help

Enter price for the item, such as 1000 USD.
And Confirm the messages Can delivery date be met?
Choose Enter

Plant Maintenance
Choose Check

Plant Maintenance
No messages are issued

Plant Maintenance
Save the purchase order

Plant Maintenance
Purchase order is saved.

Plant Maintenance
16.4 Release of purchase order

Purchase order  Release  Individual release

Plant Maintenance

Click on the release Icon to release

Plant Maintenance
Choose Check

Plant Maintenance
No message is issued. Choose Save

Plant Maintenance
The PO is released

Plant Maintenance
16.5 Service entry sheet against purchase order

Procedure

Purchase Order  Follow-on functions  Service Entry
Sheet  Maintain (ML81N)
Transaction code ML81N

Plant Maintenance
Click on Other Purchase Order Icon
Enter the Purchase Order number
Choose Enter

Plant Maintenance
Select the Purchase Order (Description) and Click on Create Icon

Plant Maintenance
Service Entry sheet with System generates number corresponding to selected purchase
Order
Choose Service selection Icon

Plant Maintenance
Choose From Purchase order

Tick Adopt full quantity, Choose Enter
Choose Services to adapt services

Plant Maintenance
Services adapted
Give Short Text
Choose Release icon (Green Flag)

Plant Maintenance
Service will be accepted
Choose Save

Plant Maintenance
Services Accepted
Choose Back

Plant Maintenance
16.6 Invoice verification
SAP menu Logistics  Materials Management  Logistics Invoice

Plant Maintenance
Verification  Document Entry  Enter Invoice (MIRO)

Transaction code MIRO
Enter the Invoice date
Tick on Calculate tax, Choose I1

Plant Maintenance
Choose Purchase Order and enter the number
Choose Enter
System calculates the balance amount
Enter the amount equal to balance amount

Plant Maintenance
Choose Simulate
Enter the Baseline date

Plant Maintenance
Choose Save
Document is saved

Plant Maintenance
Choose Back

Plant Maintenance

Use
Procedure


Plant Maintenance
On the Change Order: Initial screen, in the Order number field, enter the maintenance
order number and choose Enter

Plant Maintenance
In the dialog box, change the proposed date and time, then choose Continue .

Plant Maintenance
Result
To view change in system status, choose Enter

Plant Maintenance
System status TECO technically complete
Choose Back

Plant Maintenance
16.8 Settling the Maintenance Order

Use
Procedure


Plant Maintenance

In the Controlling area field, enter U001 and choose Enter

Plant Maintenance

Order Enter the order number
Settlement period For example, 01 for July
Fiscal year Current fiscal year 2007
Processing type Automatic
Test run Set flag
Choose Execute

Plant Maintenance

Choose Back

Plant Maintenance
In the processing options, deselect the Test run checkbox and


Plant Maintenance
The settlement log is displayed. Check the data and choose Back

Plant Maintenance

Use
Procedure


Plant Maintenance
Enter the maintenance Order number and choose Enter

Plant Maintenance

choose the Completion button. The service order now has the system status CLSD and
you cannot assign any more costs or revenues to it.

Plant Maintenance
To view change in system status, choose Enter

Plant Maintenance
System status is CLSD Closed i.e. Completion (Business)
Choose Back

Plant Maintenance

Procedure


Plant Maintenance

Plant Maintenance
Choose Back

Plant Maintenance
17. Completion of notification

Procedure

 Notification  Change

Plant Maintenance
Enter the Notification number
Choose Enter

Plant Maintenance
Choose the System availability tab. On this tab, you can describe the effects of the
malfunction on the system or on another system whose performance has been impaired
by the malfunction.

and values
Functional If Functional Location is
Location affected affected
Equipment PUMP 10000026 It picks from reference
affected object
Effect Production 3 Effect on
breakdown plant/production
Availability before 100 It is a percentage
malfunction
Availability after 0 It is a percentage
malfunction
Availability after 100 It is a percentage
task
Condition before Operational 1 1 = Operational
malfunction
Condition after Out of order 3 3 = Out of order
malfunction
Condition after Operational 1 1 = Operational
task
System Availability: System availability is an important key figure in Plant Maintenance.

This is expressed in percentage. The percentage expresses the availability of the
affected technical object before and after the malfunction occurred and the extent to
which it was available after the malfunction was repaired (task). Using this data, it is
possible to create the system availability key figure over a period of time, object-related,
System condition: The system condition describes the condition of the affected system
before and after the malfunction occurred as well as after it has been repaired (task).
Various statuses are made available for this. You can adjust the statuses to the
requirements of your company in Customizing. This data is updated on an object-related
basis in the Plant Maintenance Information System and as a result is available for later
evaluations.

Plant Maintenance

Plant Maintenance
Choose the Malfunction, breakdown Tab and fill the following data

and values
Malfunction start Enter a date The time when the malfunction
and a time occurred
Malfunction end Enter a date The time when the malfunction
and a time was repaired
Breakdown Select Indicates that a system is in
breakdown condition
Breakdown No entry System calculates
duration
Breakdown duration: If you select the Breakdown field, the system automatically
calculates the duration of a malfunction based on the time data that you entered. The
duration is also updated in the history of the object and is also available for evaluations

Plant Maintenance
Choose the Activities tab. You can enter the activities here that have been carried out
to repair the malfunction. When you do this, you are supported by catalogs.

Activity Part YQ-CHME1 / ME00 The activity is coded
code replaced
Choose Enter
Activity text Shaft replaced Short description of

coded activity
Explanation of Activities tab: You can also adjust the catalogs to the requirements of
your company via Customizing. However, you do not have to use these catalogs.
Because each malfunction is an individual occurrence, the activities for repairing the
malfunction can also be individual. If none of the specified coded activities is sufficient,
maintain the MATXT (activity text) field only. This way you ensure that the repair of the
malfunction gets documented. By entering date and time data, you can also document
the time required for the individual activities.

Plant Maintenance
Choose the Tasks tab.

Explanation of Tasks Tab: If a malfunction has not been repaired or if, for production
reasons, only provisional maintenance has been carried out, you can use this tab to
document which tasks still must be undertaken to finally repair the malfunction. Here too
the catalogs provide support as you enter data. You can also adjust these catalogs to
the requirements of your company using Customizing.

Task code Replace part YQ-CHME1 / ME02 (Replace part) The task is
coded
Choose Enter .
In the Task text field, enter a short text for the task (for example, Shaft replaced) and
Choose Enter .

Plant Maintenance
Every task is monitored using an individual system status. You can also document the
progress or technical success of a task by choosing Release, Complete and
Successful.

Plant Maintenance
System status ATCO All tasks completed
Choose Complete Icon or F7

Plant Maintenance
Enter the date and time
Choose Enter
Notification Completed

Plant Maintenance

Plant Maintenance
18. Maintenance Bill of Materials

Structuring with maintenance BOMs covers the following tasks:
 Specification of a technical object in its individual parts from a Plant Maintenance
point of view
 Exact specification of a location within a technical object to localize errors or
during maintenance procedure
 Supplemented with Materials Management (Assignment of Spare parts) to
facilitate the planning of maintenance tasks
Prerequisites
Maintenance assemblies must exist.
Spare parts as material master records must exist in module MM
(Material Management).
Procedure
Because maintenance assemblies are a precondition for maintenance BOMs, it is
important you know how to create an assembly in the PM module. Refer to the MM
module documentation on material master records (spare parts).

Plant Maintenance
18.1 Creating a Material

Technical Objects  Material  Create(General)
Transaction code MM01

Plant Maintenance
On the Create maintenance assembly: Initial screen, enter the necessary data:

Material Number Generates
Automatically
Industry sector Industry sector of the Chemical Industry
material
Material Type ERSA Spare Parts
Choose Enter .

Plant Maintenance
In the dialog box,

Select the Basic data 1, 2 ,
Purchasing , General Plant Date/Storage1 and Accounting 1 views
And choose Enter .
In the dialog box,

Choose Plant as U001
Stor. Location as 0001
And choose Enter .

Plant Maintenance
Look at the individual fields in the tabs. You can store different kinds of information about an
assembly in the master record, all of which is important for Plant Maintenance. However, at a
minimum, the following specifications must be entered:

Description Drive mechanism As required
Base unit of measure EA As required
Material Group 007 As required

Plant Maintenance
Choose Save .
Note the number of the PM assembly. Define the following assemblies by the same procedure
and note the respective numbers:
Description (PM assembly) Number

Drive mechanism 16
18.2 Creating Bill of Material

To create the Drive mechanism BOM using the maintenance assembly list, access the
transaction choosing one of the following navigation options:
SAP menu Logistics  Plant Maintenance  Management of Technical

Objects  Bill of Material  Material BOM  Create
Transaction code CS01

Plant Maintenance
On the Create material BOM: Initial screen, enter the necessary data:

Material Drive 16
mechanism
Plant U001 Plant, where BOM is
valid
BOM Usage 4 (Plant Maintenance) BOM is only valid for

Plant Maintenance
plant maintenance
Choose Enter .
In the Create material BOM: General item overview, enter the assemblies you have
created item by item as follows:

and values
Component 1 Bearing for motor Bearing-11
Quantity 1 ( EA )
Item Category (ICt) PM structure element I

Plant Maintenance
Component 2 Shaft Shaft

Quantity 1 ( EA )
Item Category (ICt) PM structure element I
Choose Enter .
Choose Save . You have now entered the BOM for the Drive mechanism
assembly. Match codes provide help when you enter the data.
If you also maintain the spare parts in the MM module now, you can also
include them in the BOM.
18.3 Link BOM to a piece of equipment

To access the transaction choosing one of the following navigation options:
SAP menu Logistics  Maintenance  Management of Technical

Objects  Bill of material  Equipment BOM  Create
Transaction code IB01

Plant Maintenance
On the Create Equipment BOM: Initial screen, enter the necessary data:

Equipment 10000006
Plant U001
BOM Usage 4 Plant Maintenance

Plant Maintenance
Choose Enter .
You are now in the equipment BOM general item overview.

Enter the number of the drive mechanism maintenance assembly in the first item as
described above in the maintenance BOM:

Item Category I PM structure

Plant Maintenance
(ICt) element
Component Drive 16
mechanism
Quantity 1
Choose Enter .
Choose Save .
18.4 Structural Display of BOM

Procedure

Plant Maintenance

Technical Objects  Functional Location
 Structural Display
Transaction code IH01
On the Functional Location Structure: Selection screen, enter the necessary data
and choose Execute (F8)

Plant Maintenance
values
Functional Location U001
Location hierarchy Set Flag
Equipment installed Set Flag
Equipment hierarchy Set Flag
BOM explosion Set Flag
The system displays a brief overview of the functional location structure. You can see
the first and second level of the functional location structure. If you further expand the
functional location WATER DISTRIBUTION you will come to a lower level of hierarchy.

Plant Maintenance
Drill down in the structure until you can see the equipment “Boiler Feed Water Supply
Motor” for which BOM is created
Check whether your previously created BOM has been displayed for the equipment
“Boiler Feed Water Supply Motor” by drilling-down.
Result
The technical system structure is represented in your system. These functions enable
you to represent each individual technical structure hierarchically in the system. You can
link several BOMs to a BOM and then assign them to a technical object.
The representation of a technical system structure in the SAP ERP system is a
precondition for the success of the BOM module. You should carefully consider how you
want to represent the technical system structures in the system. All PM module
applications will be based on this structure.
19. Scheduling a Maintenance Plan Automatically

(Dead Line Monitoring)

Plant Maintenance
Use
You can use the automatic deadline monitoring to schedule a maintenance plan again or
for the first time. For further information, see scheduling and rescheduling.
Prerequisites
You have entered a start date or an initial counter reading in the scheduling parameters
for the maintenance plan, or you have already scheduled the maintenance plan once
(see First-Time Scheduling).
Procedure
SAP menu Logistics  Plant Maintenance  Preventive Maintenance

Plant Maintenance
 Maintenance Planning  Scheduling for Maintenance

Plans  Deadline Monitoring
Transaction code IP30
On the Deadline Monitoring for Maintenance Plans (Batch Input IP10) screen
Enter the Maintenance plans (Like from 900000000006 to 900000000007).

Plant Maintenance
Enter he Interval for Call Objects (Like 365 DAY)
Choose Execute .
The system generates maintenance calls and/or maintenance call objects for the
maintenance plan(s) selected

Plant Maintenance
The plans are scheduled
20. Creating a Quantitative Measuring Point


Plant Maintenance
Technical Objects  Environment  Measuring points

Create
Transaction code IK01
On the “Create Measuring Point: Initial screen”
Enter MeasPointObject, Measuring Pt Category and Equipment fields

Plant Maintenance
Choose Continue .
On the Create Measuring Point: General Data screen
Measuring point number 14 is generated by the system

Plant Maintenance
Enter MeasPosition,Description,Characteristic,Decimal places
And choose Enter
Then choose Additional data
On Additional Data screen,

Plant Maintenance
Enter values in Upper range limit, Lower range limit fields, Choose Enter
‘Create measuring point: General data’ Screen appears,
Choose Save

Plant Maintenance
21. Creating a Measuring Point as a Counter


Create
From the point of view of technical data, a counter represents a
Particular type of measuring point.

Plant Maintenance
Set flag in MeasPoint is counter field and Choose Continue

Plant Maintenance
On the “Create Measuring Point: General Data” screen
Enter MeasPosition,Description,Characteristic,Decimal places fields
Enter CntrOverReadg, Annual Estimate values
Counter data can be entered in the fields in the lower half of the screen.
If the counter is to be used for scheduling maintenance plans, you must
make an entry in the field Annual Estimate.
And choose Enter and then choose Save

Plant Maintenance
22. Creating a Qualitative Measuring Point


Create

Plant Maintenance
Choose Continue

Plant Maintenance
On the Create Measuring Point: General Data screen
Enter MeasPosition, Description,Characteristic,Decimal places, Code group,
Set flag for Value code sufficient field,
You can only enter a valuation code on its own when the indicator
ValCode sufficient has been set in the master record of the measuring point.
Enter Target value
And choose Enter
Then choose Additional data

Plant Maintenance
On Additional Data screen,
Enter values in Upper range limit, Lower range limit fields, Choose Enter
‘Create measuring point: General data’ Screen appears,
Choose Save

Plant Maintenance
23. Creating Measurement Documents

Prerequisites
Please note the following rules when creating a measurement document for a
measuring point:
You can only enter a valuation code on its own when the indicator ValCode sufficient
has been set in the master record of the measuring point.
Please note the following rules when creating a measurement document for a counter:
Enter either the counter reading, or the difference between the current reading and the
last reading. The system will automatically calculate the other value in each case.

Plant Maintenance
Procedure
Creating a Measurement Document

Technical Objects  Equipment  Measurement
Documents Create
Choose Enter

Plant Maintenance
On ‘Create Measurement Document: Initial Screen’
Enter the Measuring point (Directly or Select using F4 help)
Selection of measuring point:
Place cursor in Measuring Point field, choose icon or F4
The following screen appears,
Enter the equipment number and choose Enter

Plant Maintenance
The list of measuring points for that equipment will be displayed,
Select the Measuring point and choose Enter
Measuring point gets copied in the field. Choose Enter

Plant Maintenance
On ‘Create Measurement Document: General Data’ screen,
Enter MeasRdg for example 155
In case of Qualitative Measuring point Value code to be selected.

Plant Maintenance
Measurement document is created with number 52

Plant Maintenance

Plant Maintenance
24. Creating Measurement Documents collectively for a

Technical Object

Technical Objects  Equipment  Measurement
Documents  List Editing  Create
You use this function if you want to create measurement documents for several
measuring points or counters of a single technical object Equipment.

Plant Maintenance
In the Equipment field, enter the equipment number
Choose Enter

Plant Maintenance
On the ‘Collective Entry of Measurement Documents: Overview’ screen
Choose ‘All measuring points on object’ icon

Plant Maintenance
All measuring points assigned to the object can be seen
Enter the readings in corresponding fields
For Measuring point 17 value code to be selected as it is a qualitative measuring point
Place the cursor in the corresponding field and choose of F4
Choose Code and choose

Plant Maintenance
Code selected is displayed
Choose Save

Plant Maintenance

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SAP ECC

01. How to Logon In SAP Server.........................................................................4

© Pridevel Group 2007 2 Confidential

16.1 Purchase Requisition in Maintenance Order..............................................................199

© Pridevel Group 2007 3 Confidential

01. How to Logon In SAP Server

In the above screen we can see 2 types of servers.

1> USCB Prototype 100 & 120 Client.

To start and Login’s.

Double click or select and click on the Log on .

© Pridevel Group 2007 4 Confidential

Once we login the next screen will be as follows.

© Pridevel Group 2007 5 Confidential

The above screen is the SAP Easy Access screen.

In this screen we can enter the Tcodes to go the main

For eg. Posting of GL account Tcode  F-02

© Pridevel Group 2007 6 Confidential

Eg: Posting of GL account Tcode /NF-02.

© Pridevel Group 2007 7 Confidential

02. Creating Functional Locations

© Pridevel Group 2007 8 Confidential

SAP menu Logistics  Plant Maintenance  Management of

© Pridevel Group 2007 9 Confidential

© Pridevel Group 2007 10 Confidential

Field name Description User action Comment

© Pridevel Group 2007 11 Confidential

Enter reference data and manufacturer data on the General tab:

Field name Description User action and Comment

© Pridevel Group 2007 12 Confidential

Choose the Location tab.

Field name Description User action and Comment

© Pridevel Group 2007 13 Confidential

Choose the Organization tab.

Field name Description User action Comment

© Pridevel Group 2007 14 Confidential

Choose the Structure tab

Field name Description User action Comment

Save your entries.

© Pridevel Group 2007 15 Confidential

© Pridevel Group 2007 16 Confidential

03. Creating Equipment

© Pridevel Group 2007 17 Confidential

SAP menu Logistics  Plant Maintenance  Management of Technical

© Pridevel Group 2007 18 Confidential

On the Create Equipment: Initial screen,

In the Equipment Category field, enter M (Machines), Date comes by default

This category groups individual pieces of equipment according to usage

© Pridevel Group 2007 19 Confidential

On the Create Equipment: General data screen,

Field name Description User action and values Comment

© Pridevel Group 2007 20 Confidential

Field name Description User action and Comment

© Pridevel Group 2007 21 Confidential

Choose the Organization tab.

Field name Description User action and Comment

© Pridevel Group 2007 22 Confidential

Equipment created with number 10000025

© Pridevel Group 2007 23 Confidential

© Pridevel Group 2007 24 Confidential

SAP menu Logistics  Plant Maintenance  Management of

© Pridevel Group 2007 25 Confidential

© Pridevel Group 2007 26 Confidential

On the Change Equipment: General data screen,