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PLANT MAINTENANCE MODULE

END USER MANUAL

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Index of Contents

A. INTRODUCTION.............................................................................................4
B.1.0 MANAGEMENT OF TECHNICAL OBJECTS…………………………..11
B.1.1 CREATE WORK CENTRE………….………………….…….……………11
B.1.2 CHANGE WORK CENTRE………….………………….…………………15
B.1.3 DISPLAY WORK CENTRE……………………………………………….15
B.2.0 CREATE EQUIPMENT.................................................................................16
B.2.1 INSTALLATION EQUIPMENT TO A FUNCTIONAL LOCATION......20
B.2.2 CHANGE EQUIPMENT ............................................................................21
B.2.3 DISPLAY EQUIPMENT...............................................................................21
B.3.0 FUNCTIONAL LOCATION..........................................................................22
B.3.1 CREATE FUNCTIONAL LOCATION:......................................................22
B.3.2 FUNCTIONAL LOCATION STRUCURAL DISPLAY.............................25
B.4 .0 CREATE EQUIPMENT BOM......................................................................30
B.4.1 CHANGE EQUIPMENT BOM ....................................................................31
B.4.2 DISPLAY EQUIPMENT BOM ....................................................................31
B.5.0 GENERAL TASK LIST.................................................................................32
B.5.1 CREATE GENERAL TASL LIST................................................................33
B.5.2 CHANGE GENERAL TASL LIST...............................................................35
B.5.3 DISPLAY GENERAL TASL LIST...............................................................35
B.5.4 CREATE EQUIPMENT TASKLIST….……………………………..……36
B.5.5 CHANGE EQUIPMENT TASK LIST.........................................................38
B.5.6 DISPLAY EQUIPMENT TASK LIST........................................................38
C.1.0 PM PROCESSING........................................................................................39
C.1.1 MAIN PROCESSING STEPS.......................................................................39
C.2.0 CREATE MAINTENANCE PLAN..............................................................40
C.2.1 SHEDULE MAINTENANCE PLAN...........................................................46
C.2.2 DEAD LINE MONITORING OF MAINTENANCE PLAN.....................48
D.1.0 CREATE MAINTENANCE ORDER W.R.T NOTIFICATION..............51

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D.1.1 PRINTING RESERVATION SLIP...............................................................57
D.2.0 MALFUNCTION REPORT...........................................................................60
D.2.1 NOTIFICATION DISPLAY...........................................................................62
D.2.2 ORDERS COMLEATION & CONFIRMATION........................................63
D.2.3 ORDERS TECHNICAL CONFIRMATION................................................65
D.2.4 ORDERS SETTLEMENT..............................................................................67
F. 1.0 PMIS.................................................................................................................77

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Logging on

Required Fields
• Client
• User
• Password
• Language

The SAP Window


Menu Bar

Screen Banner
Standard Tool Bar
Screen Header
Title Bar
Application Tool Bar

Screen Body

Insert/Overtype
Indicator

Server

Status Bar
SAP System ID

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Standard Toolbar

 The Standard Toolbar contains the Command field and the standard
SAP Toolbar buttons.
 Command Field: The Command field is used to enter transaction
codes that take you directly to a system task without using menus.
Keyboard
Keyboard Butto
Button Keyboard
Button
Button Description
Description Description
Description
Shortcut
Shortcut n Shortcut
Shortcut
Enter Key Enter/Continue Ctrl + Page Up First page
Ctrl + S Save to database Page Up Previous page
F3 Back Page Down Next page
Ctrl + Page
Shift + F3 Exit System Task Last page
Down
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Ctrl + F Find F1 F1 Help
Customize Local
Ctrl + G Find next Alt + F12
Layout
Layout

A. INTRODUCTION

This documentation is aimed at providing a preliminary help and understanding of Day to


Day Operation requirements on SAP R/3. As the Options are many and the package is
menu driven, in most of the cases the Operations are self-explanatory.

There are varied Operations, Options, and Screens in the system, it is not practical for all of
them to be documented. Moreover, the system also provides a drill down help at most of
the places and varied selection criteria. Further online help available for the explanation of
the fields, which can be seen by pressing ‘F1’ by positioning the cursor at the relevant
field.

There are short cut methods available as ‘Transaction codes’ which can be seen, noted and
practiced by looking at “ System – Status” at the relevant screen.

The Plant Maintenance Module is basically divided as:

1. Functional locations
2. Equipment Master
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3. Equipment Boms

4. Work centre
5. Maintenance Task Lists
6. Maintenance Planning
7. Maintenance Processing
8. Information System

Each section in the Module has its set of Options and Transactions. In brief these are
explained below:

Functional Location
A functional location is an element in a technical structure, representing an area of a system
at which an object can be installed.

Equipment Master
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.

Equipment Boms
A “Bill Of Material” (BOM) is a complete, formally structured list of the components
making up a technical object or an assembly. The list contains the object numbers of the
individual components together with their quantity and unit of measure. The components
can be stock or non-stock spares or assemblies, which in turn can be described using
maintenance BOMs

Work Centers: This deals with defining a set of establishment of an Organization which
actually performs a given task or job. This master data is created to the extent required in
the beginning and can be appended based on requirements.

Maintenance Task Lists: These are set of operations which are expected to be repeatedly
used are listed and attached with requirements like components, PRTs etc and kept for
usage whenever required.

Maintenance Planning: The Task lists with frequency attached can be planned by the
system and the same are Planned initially for first time by giving the start date and the
system keeps the track from then onwards. The orders for the system-planned tasks are
obtained by running ‘Deadline monitoring’ at fixed intervals for a specified number of days
for which orders are to be created.

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Maintenance Processing: This section deals with requests for jobs (Notifications), Planning
the jobs through Orders, entry of actual job details, settling the order and completion of the
order.

Information System: The transactional data captured in the above systems is available for
the analysis based on various parameters, such as Planner group wise, Equipment wise,
Damage wise, etc.

TERMINOLOGY:

 Functional Location
A functional location is an element in a technical structure, representing an area of a
system at which an object can be installed.

The functional location is to be defined in a definite structure, where it represents


various levels of the locations
In case of Shakti met-dor, the structure name is ‘SML0’ with a structure as follows
Structure :XXX-XXXX
Hierarchy Levels : 1 2
X - Alphanumeric
Example : SML-PRBK

 Equipment
Euipment is an individual, physical object, which is to be maintained independently. It
can be installed in a technical system or part of a technical system.

Example: Press brake machine,CO2 welding machine

 Hierarchical Equipment Structure


A superior piece of equipment is a complex system that is made up of several
individual pieces of equipment. You can represent the structure of the system by
allocating individual pieces of equipment to the superior piece of equipment. All the
elements of the structure represented by the superior pieces and their corresponding

sub-pieces of equipment are themselves pieces of equipment. They are objects, which
are to be maintained as autonomous units and for which an individual maintenance
history is to be built up.

 Maintenance Plant
The maintenance plant of a technical object is the plant at which it is installed. The
technical object is physically located in this plant, eg, SM01

 Maintenance Planning Plant


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The maintenance planning plant of a equipment is the plant in which the maintenance
tasks for the object are planned and prepared. In case of Sakthi met-dor Ltd, both
Maintenance and Maintenance Planning plant are the same (SM01)

 Bill of Material
A bill of material (BOM) is a complete formally structured list of the components
making up a technical object or assembly. The list contains the object number of each
component together with the quantity and unit of measure. The components can be
stock or non-stock spares or assemblies, which in turn can be described by BOMs.

 Maintenance Task List


Maintenance task lists describe a sequence of individual maintenance tasks, which must
be repeatedly performed within a company. They are used to standardize repetitive
work processes, to plan them more effectively and to save time when creating
maintenance orders and maintenance plans. In case of SML, the Preventive
Maintenance schedules are considered as the Task Lists. However, any similar
requirements can be prepared and attached to Equipment and Functional locations as
the case may be.

 Work Center
A work center is where an operation or activity is carried out within a production plant.
A work center can represent a machine or a group of machines as well as a person or a
group of people.

Example: SMLWORK – MAINTENANCE WORK CENTRE

 Main Work Center


A main work center is maintenance work center, which carries out maintenance
activities on a equipment.
These Work centers are identified with the Equipment Master and will appear as default
while raising any Notification against that equipment or location. However a
different agency other than default is to take up the job, then, the same can be changed
in the notification prior to saving the notification

 Maintenance Strategy
The maintenance strategy controls the sequence of regular maintenance tasks.
The following is determined by the maintenance strategy:
 the scheduling rule for individual maintenance tasks
 the allocation of maintenance packages

 Maintenance Package
A maintenance package is nothing but the frequency of carrying out preventive
maintenance operations.

 Maintenance Item
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A maintenance item provides information on technical objects, operations to be
performed and operation frequency.
One or more maintenance items can be allocated to a maintenance plan.

 Maintenance Plan
A maintenance plan describes the dates and scope of the maintenance and inspection
activities to be performed, and can therefore be used to ensure that technical objects run
optimally.

 Maintenance Notification
A maintenance notification is used to describe the condition of a technical object in the
PM System, to refer the maintenance department to a task that needs to be carried out
and to document the work performed.

There are three types of maintenance notification in the standard version of the PM
System:
 Malfunction Report
 Activity Report
 Maintenance Request

 Malfunction Report
A malfunction report describes a malfunction at an object, which affects its
performance in some respect. Using a malfunction report, for example, an employee in
Production can report that performance of a system is reduced or that its output is of a
reduced quality.

 Activity Report
An activity report describes a maintenance activity which has already been carried out,
and which was not necessary due to a malfunction or a damage. It simply provides
technical documentation that record which activities were carried out when, at what
time and with what results.

 Maintenance Request
A maintenance request is a targeted instruction to the maintenance department to carry
out an activity in the manner described. The decisive factor in this case is that there is
no malfunction.
 Maintenance Order
A maintenance order can be used to plan execution of maintenance tasks, monitor the
work progress and allocate the costs for maintenance tasks. A maintenance order can
be created with reference to one or more notifications or without referencing to a
notification. It gets generated when a maintenance plan is scheduled.

 Maintenance History

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The PM history is structured largely automatically by the PM system. The data which
will make up the PM history is derived by maintaining the master data, entering and
processing PM notifications, scheduling maintenance plans or executing orders.
The PM history is made up of the following sections:
 Usage list of equipment at functional locations
 Notification history and technical confirmation documentation
 Order history

 Usage List
The usage of a piece of equipment can be relevant to performance, damage frequency,
breakdown behavior and the comparison of products from different manufacturers. For
the purposes of maintenance, therefore, it is important that you can find out at any time,
when and where a piece of equipment is or was installed. This information may be
found in the usage list in the PM system.

 Notification History
Data concerning past problems and malfunctions arising at a technical object, and
maintenance activities that were carried out on a technical object, can have a significant
bearing on future maintenance activities. For this reason, it is important that
information on malfunctions, causes, downtime, etc. is stored on a long-term basis and
can be called at any time. Only by evaluating past maintenance activities, in particular
those involving malfunctions, useful changes can be made to ensure smooth

operation in future. This historical data may be found in the PM system in the
maintenance history.

 Order History
Certain data from completed and historical PM orders is particularly important for a
meaningful analysis of the performance of past maintenance activities, and for effective
and well-founded planning of future maintenance tasks. This data is stored in two
places in the PM system:
 Completed PM orders in the order database.

 Historical PM orders in summarized form in the order history.

B. MANAGEMENT OF TECHNICAL OBJECTS

This chapter deals with the various options of the master data related to Equipment,
functional locations, etc. which are referred as the ‘Technical Objects’ in SAP terminology

B.1 CREATE WORK CENTRE

A main work center is maintenance work center, which carries out maintenance
activities on a equipment.
These Work centers are identified with the Equipment Master and will appear as default
while raising any Notification against that equipment or location. However a

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different agency other than default is to take up the job, then, the same can be changed
in the notification prior to saving the notification

Create work centre with SMLWORK


Menu path – Logistics>Plant Maintenance>Preventive Maintenance>Work Scheduling> Environment
>Work canters>Work centre>Create (IR01)

Enter Plant Work centre Name

Enter

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In Basic Data View Enter Text Person responsible=003 Usage as All task types and
standard value key as SAP0

Go to default Values View

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Enter Control Key as PM01
And Go to Capacities View

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Enter capacity category as 001, Setup formula = SAP004 and Other formula = SAP008
And Click on capacity

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Enter Planner Group as A , Factory calendar , Base Unit of measure as HR, Capacity
utilization as 100, No of individual capacities as 125( no of M/Cs) and activate long term
planning and Go back

And Save
Now Work Centre created for Plant SM01

And we can Change and Display the Work centre using the following Menu path

B.1.2 CHANGE WORK CENTRE

Menu path – Logistics>Plant Maintenance>Preventive Maintenance>Work Scheduling> Environment


>Work canters>Work centre>Change (IR02)
Enter the work centre earlier created and change any data.
Save the changes.

B.1.3 DISPLAY WORK CENTRE

Menu path – Logistics> Logistics>Plant Maintenance>Preventive Maintenance>Work Scheduling>


Environment >Work canters>Work centre>Display (IR03)

Enter the work centre earlier created and display the data
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B.2 CREATE EQUIPMENT

Create equipment with name SML-PUNCH-001


Menu path – Logistics>Plant Maintenance>Management of Technical objects>Equipment> Create
(General) (IE01)

Enter equipment category as Mechanical (M) and then press enter.

Enter the following data

General data - Equipment description (say Punching machine), Object type, Weight,
Acquisition date & value, manufacturer, Manufacturer part no., Authorisation group

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Go to Location data

Location data - Maintenance Plant as SM01, ABC indicator as A.

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Go to Organization ; Give details of company code, business area ,planning plant and cost
centre

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Cost Centre Planning Plant

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B.2.1 INSTALLATION OF EQUIPMENT IN A FUNCTIONAL LOCATION

Go to Tab “Structure” and press “change install Loc.”.

Change Inst Loc

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Select the functional location as. SML-PNCH

B.2.3 CHANGE EQUIPMENT

Menu path – Logistics>Plant maintenance>Management of Technical Objects>Equipment>Change


(IE02)

Enter the number of equipment earlier created and change any data.
Save the changes.

B.2.4 DISPLAY EQUIPMENT

Menu path – Logistics>Plant maintenance>Management of Technical objects>Equipment>Display


(IE03)

Enter the number of equipment earlier created and display the data.

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B.3.0 FUNCTIONAL LOCATION

B.3.1 FUNCTIONAL LOCATION CREATE

Menu path: Logistics>Plant Maintenance>Management of Technical Objects>Functional location>


Create (IL01).

Enter the Functional location number as SML-PNCH. Functional location category as


Technical system-Standard M and enter structure indicator as SML0, press Enter

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Enter any description (Say Punching section) and enter the required information in General,

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Enter required data in Location and organization tabs. Save the functional location.

Cost Centre Planning plant Business area

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B.3.2 FUNCTIONAL LOCATION STRUCTURE DISPLAY

Menu path – Logistics>Plant Maintenance>Management of Technical objects> Functional location>


Structural Display (IH01)

Enter the functional location no. Say SML

In the “explosion of levels below” tick “Location Hierarchy” equipment installed, Eqpt hierarchy and
bom explosion. & then execute (F8).

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Functional Location – Structure display (IH01)
One wants to see how a particular location details are structured, Click

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In the above screen, enter the Functional Locations in its format at which level the details
are to be seen. Then the levels above and below are the hierarchical levels defined in the
system. E.g., SML (Shakti met dor) is one level next SML- PNCH (Punching Section);
SML- PNCH -001 (Punching machine) is two levels below SML, and the bearing is the
Bom for punching machine.

The relevant options have to be ticked, for Functional Location hierarchy, Equipment
installed, etc. to allow the system to take into account for the data to be displayed. E.g., if
BOM explosion is not ticked, the same cannot be seen in the result screen.
In the Plant field, one should be careful to enter a right plant matching the functional
location other wise kept blank. Entry of wrong plant will not allow the system to show the
BOM.

If the viewing to be in graphic, the same is to be ticked in ‘Representation’ Field.

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In case one needs only to see the BOM and sub-equipments under it one can see the same
with the options of Equipment – Structure (IH03) and the following display can be seen:

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EQUIPMENT/FUNCTIONAL LOCATION:

The master data of these can be viewed by ‘Display’ option under them. In case of listing
of locations or equipments, the same can be done by

Menu path: Logistics – Plant maintenance – Technical Objects – (FunctLoc /Equipment) - List
Editing – display’ (IH08) option under them and the system displays a screen requesting some
fields for the selection criteria. On entering the data in the relevant fields, and executing,
the list display appears. The system shows the list with standard fields. User can set the
fields of the choice for display, as is the case in any other listing criteria through display
field selection in Settings – Variants.

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In the above screen the a double click on the equipment number or ticking the check box
and click the details button in the tool bar will take to the Master data.
Similarly a list of Functional Locations can be obtained.
There are many other options available on the same screen which are self explanatory and
the description of each Icon is displayed on placing the mouse pointer at the respective
Icons

B.4.0 CREATE EQUIPMENT BOM

Menu path – Logistics>Plant Maintenance>Management of Technical objects>Bills of Material


>Equipment BOM> Create (IB01)

Enter the Equipment PRESSBRAKE-001 earlier created.

Enter the Plant as SM01 & BOM usage as 4(Plant maintenance) and press Enter

Select the material number as


Bearing qty-2 & item category as stock item(L)
400000011 (M6 G.I nuts) qty-2 & item category as stock item(L)
400000014 (M6 Plain washer GI) qty-2 & item cat as stock item(L)

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Then save the BOM.

B.4.1 CHANGE EQUIPMENT BOM

Menu path – Logistics>Plant Maintenance>Management of Technical objects>Bills of Material


>Equipment BOM> Change (IB02)

Enter the number of BOM earlier created and change any data.
Save the changes

B.4.2 DISPLAY EQUIPMENT BOM

Menu path – Logistics>Plant Maintenance>Management of Technical objects>Bills of Material


>Equipment BOM> Display (IB03)

Enter the number of BOM earlier created and view the data.

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B.5.0 GENERAL TASK LISTS

The maintenance task lists are the List of Operations, which are listed and kept for repeated
usage. This includes, details like work center will take up an activity, Operation
description, carried out and Components attached, etc..These are used / copied to any order
whenever required.

In case of regular Preventive Maintenance Schedules, the Task lists are created and
attached to Plans, which will be prompted by the system from time to time, based on the
frequency defined. The critical PM schedules are those schedules for equipments which are
having defined set of Operations and cannot be planned on a frequency basis, but are to be
carried out during Shutdowns. Those operations are listed as Task Lists without allocating
the Frequency and they can be viewed, listed, attached to Orders created for execution
during Shut down. These are to be listed with ‘Usage’ field as ‘4’ For the

Task List to be allowed to be used further, the Task List status is to be given as ‘4 –
Released general’ in the header info.

The description of operation in the Task List are not required to be defined, if standard text
for that operation is entered in the ‘Std Txt’ field. This also enables the system to list these
operations, when one needs to list all Operations in All Task lists.

These General Task lists are used where the ‘n’ number of equipments are having
identical Operations. OR if the Equipments are having different task lists for each
equipment then we have to create task lists for each equipment wise.

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CREATE GENERAL TASK LIST

Menu path – Logistics>Plant Maintenance>Preventivemaintenance>Work Scheduling


>Tasklists> General Maintenance tasklists>Create (IA05)

Enter

Give description of maint.plan


Work centre Usage = 4 status= Released general strategy =A

Click Operations Tab

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Enter Operations (Jobs) to be done to the particular Plan and unit of measure as Hour(HR)

Select all the fields and Click Tab MntPack, appears bellow screen

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Select Schedule periods for Jobs ( As Monthly, quarterly etc,.)

And Save General task list saves giving the group number

B.5 .2 CHANGE GENERAL TASK LISTS

Menu path – Logistics>Plant Maintenance>Preventive maintenance>Work


Scheduling >Task lists> General Maintenance task lists>Change (IA06)

Enter the number of task list earlier created and change any data.
Save the changes

B.5.3 DISPLAY GENERAL TASK LISTS

Menu path – Logistics>Plant Maintenance>Preventive maintenance>Work


Scheduling >Task lists> General Maintenance task lists>Display (IA07)

Enter the number of task list earlier created and view the data.

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B.5.4 CREATE EQUIPMENT TASK LISTS

Menu path – Logistics>Plant Maintenance>Preventive maintenance>Work


Scheduling >Task lists> For Equipment>Create (IA01)

Enter equipment number and press

Click to Operations Tab

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Enter all task lists to be carried to the particular equipment

Next select all line items and click on Mnt Pack Tab

The following screen will appear

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Here we have to define schedules to the given Task lists like Weekly, Monthly and Quarterly
etc,.
And Save

B.5.5 CHANGE EQUIPMENT TASK LISTS

Menu path – Logistics>Plant Maintenance>Preventive maintenance>Work


Scheduling >Task lists> For Equipment>Change (IA02)

Enter the number of task list earlier created and change any data.
Save the changes

B.5.6 DISPLAY EQUIPMENT TASK LISTS

Menu path – Logistics>Plant Maintenance>Preventive maintenance>Work


Scheduling >Task lists> For Equipment>Display (IA03)

Enter the number of task list earlier created and view the data

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C.1.0 PM – PROCESSING

This chapter deals with processing of unplanned jobs reported using Maintenance
Notifications and processing of Maintenance Orders created
a) With reference to Maintenance Notification,
b) from Maintenance Plans,
c) Directly without a Notification or Plan.

C.1.1 MAIN PROCESSING STEPS

1. Reporting a Maintenance Requirement either involving or not involving a


malfunction using Maintenance Notification.
2. Creation of Maintenance Order by the system with respect to the Preventive
Maintenance schedule for which the master data exists in the system
3. Creation of a Maintenance Order
4. Releasing a Maintenance Order

5. Planning the Maintenance Order


6. Technical Completion of Maintenance Order
7. Settlement of the Order
8. Completing the order

PM NOTIFICATION

Notification is of Three types:


M1: Maintenance Request
M2: Malfunction Report
M3: Activity Report

MAINTENANCE REQUEST (M1)

Production department to notify all the maintenance requests uses this. This can also be
used for requesting the jobs between sections, such as request for Cranes, request for
Calibration, etc..

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C.2.0 CREATE MAINTENANCE PLAN

Menupath–Logistics>PlantMaintenance>PreventiveMaintenance>Maintenance
Planning>Maintenance Plans>Create-Strategy Plan (IP42)

Enter Maintenance Plan cat. as PM Maintenance Order and Strategy as ‘A’

Enter

Enter Order and Strategy

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Enter Fields of Maintenance plans, Functional location = SML-WELD, Equipment
= CO2 welding M/C, Planning Plant = SM01, Maint.work centre = SML_WORK
and then Enter

CLICK to display Task lists

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Select Equipment task list and execute

Attach Task lists to Strategy Plan

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Select Task list and

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Task list and Schedules attached

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Specify a cycle start for the maintenance plan
Pop-up menu gives cycle start date

And Save

Maintenance plan created with plan No xx

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C.2.1 SCHEDULE MAINTENANCE PLAN

Menupath–Logistics>PlantMaintenance>PreventiveMaintenance>Maintenance
Planning>Scheduling for Maintenance Plans>Schedule (IP10)

Enter Maintenance Plan No xx

Enter

CLICK on START TAB , A Pop-up menu appears start cycle and gives date

Enter And Save

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Select Line , Release And Save Now maintenance Plan No xx Scheduled

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C.2.2 DEADLINE MONITORING OF MAINTENANCE PLAN(BATCH INPUT IP10)

Menupath–Logistics>PlantMaintenance>PreventiveMaintenance>Maintenance
Planning>Scheduling for Maintenance Plans>Deadline monitoring(IP30)

After Scheduling the maintenance plan deadline monitoring is to be done for maintenance
plan date monitoring and system will create automatic maintenance Orders for the
schedules

The system helps in planning the preventive maintenance schedules automatically. The
activities and their frequencies are mentioned in the Task Lists. These task lists are used in
creating the Maintenance plans. For the first time the planning cycle is to be given by the
user to enable the system to continue to plan the schedules by taking earlier activities which
are already planned. Subsequent planning is done by the system automatically by using the
deadline monitoring.

The ‘Dead line’ monitoring will make the system to generate the Orders for next
stipulated number of days and these orders are used for further working
T.C = IP30

Enter

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Click

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D.1 .0 CREATE MAINTENANCE ORDER wrt. NOTIFICATION

Menu Path: Logistics – Plant maintenance – Maintenance processing – Notifications – Create (general)
– IW21

Following screen appears in which the notification type screen comes with the Pull down
help:

Select malfunction Report (M2)


The notification type to be entered and then press ‘Enter’. The next screen appears as
follows.

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Create
Order

After pressing creation TAB a pop-up window will appear asking some required fields
Like Order type = PM01, planning plant =SM01 and Maint.work centre = SML-WORK

And select

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Enter Text for break down maintenance job, Planner group, work center, Dates,
Func.Loc, Equip, Malfunction Start /end date, Start /End Time and Tick breakdown tab

Go to operations Tab

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Enter Operations done during maintenance

Go to Components Tab

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Enter Components and quantity used during the breakdown and mention which operation
it was used

Asks Operation list Select Operation

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Click on Gen Tab

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Go to Back Release and Save

The material reservation print is obtained with the following path

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D.1.1 PRINTING RESERVATION SLIP

Menu Path: Logistics – Plant maintenance – Maintenance processing – Order – Change – IW32

Enter

Go to Components TAB CLICK

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Click On Order and select Print Order

Following Pop-Up window will appear, select Material slip line

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Click on Print View for viewing slip OR print for hard copy

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Print View of Material slip

Reservation Number

D.2.0 MALFUNCTION REPORT

This is the notification used to report the emergency jobs such as breakdown. The only
difference in the screen is the Reqd start and End dates are referred as Malfunction start
and end as the job is supposed to be attended immediately.

Note: For the above notification, clicking the ‘Order’ Field in the notification can directly
generate an order.
The history updating in the notification or history available only in notification means the
analysis on Object Part, Damage, Cause and Activity analyses. Rest of the detailed history
is to be maintained in the long text available in the PM order next to ‘Description’ field.

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In all the notifications, the pull down menu at the Field of Object part, Cause, Damage and
activity gives the relevant codes. The equipment master contains its relevant catalog profile
which makes the display limited to its connected parts, provided, the Equipment is entered
in the Reference object

ACTIVITY REPORT

An activity report describes a maintenance activity which has already been carried out, and
which was not necessary due to a malfunction or a damage. As in above two types of
notifications, this also provides technical documentation that record which activities were
carried out when, at what time and with what results for historical analysis. Only
Maintenance Departments will use this type of Maintenance Notification for those
Maintenance Orders where no notification exists.

The difference from the above two types is that there is no start and end dates fields, but,
the field for entering the activity carried out is directly displayed instead of going through
‘Activities’ button in the header.

This is useful, where the Order is directly generated by the system for Preventive
Maintenance Schedule.

GENERAL NOTES ON NOTIFICATIONS

1. Correct Work Center or Planner group must be entered, without which, the notification
will not appear in the list displays and goes unnoticed by the section that is supposed to
take action.

2. The system with the help of the master data will copy the Planner group and
Maintenance Work centers, on pressing ‘Enter’ button after entering an Equipment in
the Reference Object. If an agency other than that is suggested by the system is to
work, the person raising the notification must change it to the relevant planner group
and the work center.

3. Activity report is to be used only by the maintenance section to record the activities
performed in case of there is no notification exist for the job. If the notification already
exists, the updating is to be done in the respective notification.

4. Any section to know what are all the requests made to them by various sections is
obtained by:

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Logistics – Plant maintenance – Maintenance processing – Notifications – List editing – display
(IW29)

The options Outstanding/ In process / Completed is to be checked whichever is


required. An entry in the PM Plnr group field is to be given with their respective group
name. There are many other fields available which make the selection criteria more and
more compact.

5. The data in the fields of Object Part, Damage, Cause and Activity are important as
these are useful for Historical analysis of the data, such as Number of failures of a
particular part, Type or repetition of damages, etc.

D.2.1 NOTIFICATIONS DISPLAY

LOGISTICS – PLANT MAINTENANCE – MAINTENANCE PROCESSING –


NOTIFICATIONS – LIST EDITING – DISPLAY (IW29)

Enter

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D.2 .2 ORDER COMPLETION CONFIRMATION

Once the order is completed the one need to enter the actual data, which is the actual
historical record of the activities, performed.
Menu Path: Logistics – Plant Maintenance – Maintenance processing – Completion confirmation –
Individual entry – Entry (IW41)

Give a order Number

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In the above screen the Order number to be entered for which the actual data to be entered.
If the order has more than one operation and only a particular operation to be confirmed,
then the operations number also to be entered. Then a screen appears for entry of actual
data, the field being self-explanatory.

Apart from the confirmation of actual time for the job, a check box need to be ticked if any
pending reservations (reserved but not drawn) are to be cleared.

However, the fields ‘Personal No’, Wage Type’ and ‘Activity Type’ need not be entered, as
these are associated with some other Cross Applications.

To view the Goods


movement
To view the notification

Save

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D.2.3 TECHNICAL COMPLETION

On job completion the system needs the method of the costs of the maintenance orders is to
be settled, that are to a cost center. There could be a case where the same order costs are to
be split among various cost centers. This rule is created at this stage.
This is to be done as follows:

Logistics – Plant maintenance – Maintenance processing – Orders – Change (IW32)

In the change mode of the order, there would be an icon on the Application bar

The Technical completion also means the relevant job actual entries are completed. The
system also prompts for “Check” the completion of the notification. Once this is done no
further changes are allowed either in Notification or the Order. Hence the Technical
completion is to be done on completion of all the data required be maintained.

On performing the above step, the system status in the order will be shown as ‘TECO’

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Technically Complete

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D.2.4 ORDER SETTLEMENT

In the above steps the order creation for planning, entry of actual data, and rule for cost
settlement is done. Now in this step the Actual Order costs are to be settled to a cost center.
Menu Path: Logistics – Plant Maintenance – Maintenance processing – Environment – Order
settlement – Single (KO88)

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In the above screen the Order number is to be given for which the settlement is to be run.
The period to be mentioned for which the settlement to be effected.

A test run can be done with the tick mark on which comes by default. This will indicate,
errors if any, during settlement. Then run the same by removing the tick mark for actual
settlement when there are no errors in test run.

Once the above operation is done, the Order is ready for closing. Following step ensures
the same.

After the execution of the maintenance plan then go to display PM orders.

Menu path: Logistics>Plant maintenance>Maintenance processing>Order>Order list>display- (IW39)

The system displays a screen requesting some fields for the selection criteria on entering
the data in the relevant fields, and then execute the list display appears. The system
shows the list with standard fields. User can set the fields of the choice for display, as is

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the case in any other listing criteria through display field’s selection in Settings – Variants.
The list of orders can viewed in the following screen..

E.1 SKIPPING AN ORDER


If for any reason, an order (generated in the system automatically for PM schedule or
Manual creation for regular orders) is to be closed without doing any activities, the system
permits to do so, provided the order is not put into process. If the system status is “REL”
in the order, then it is to be closed as per the process mention in the previous sections. The
Preventive maintenance schedule orders generated by the system are created with system
status “CRTD” and hence skipping of the same is possible as follows:

Menu Path: Logistics – Plant maintenance – Maintenance processing – Orders – Change (IW32)

In the order change mode, one can put short description as “Skipped” with a reason in the
short description. Further explanations can be maintained in the Long text available next to
the Short text. Then further follow the path in the same screen as:

Order – Functions – Complete – Do not execute.

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This will give the order a “CLSD” status and further PM schedule can be generated
automatically.

E.2 ORDERS RESHEDULING

For any reason an order to be rescheduled, the same can be done as follow:

Menu Path: Logistics – Plant maintenance – Maintenance processing – Orders – Change – Functions –
Scheduling

Also the Basic start and end dates can be modified in the Order itself and saved. However
Re-scheduling of the order is considered as an open order by the system for PM schedule
generation. Hence if the same activity is due, an order will not be generated unless the
previous activity is closed.

E.3 ORDERS SCHEDULING FOR A SHUTDOWN OR TURN AROUND

In case of any Order created and to be scheduled to a Turnaround, then the field ‘Revision’
is to be used for the same.
Usually the ‘Revision’ numbers are to be created by a central agency based on the decision
for the annual shut down dates. This number will be available in the pull down help. If
separate identity is to be given for Shutdown jobs and Turnaround jobs, different Revision
numbers will be created.
Once the order is assigned to a ‘Revision’ number, the Basic start and End dates will be
automatically taken same as the “Revision” dates. This will help in keeping the
reservations effective during those dates. Exact start and end dates can be modified when
required.
In case the Revision dates themselves are modified, eg, Turnaround in May is postponed to
August, then the Revision dates will be modified by the central Agency. This will not
automatically reschedule the dates in the individual maintenance orders. For such cases,
following method is to be followed.

Menu Path: Logistics – Plant Maintenance – Maintenance processing – Orders – List Editing –
Change(IW38)

While giving the options in the List editing, “Revision” field must be entered along with
the concerned planner groups and then execute.

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The system lists out all the Orders attached to the Revision.

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Now in the same screen, on the menu bar, go to Order number – Revision – Refresh dates

In case the Orders are to be accounted separately against ‘Revision’, a detailed structure
will be created by the Central Planning cell and will be available at the Pull down help. The
correct WBS (Work Breakdown Structure) element is to be entered in the field available on
clicking ‘Additional data’ in the Order screen.

In the above screen the list of orders are displayed select the order and click on details.

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GRAPHICAL OVER VIEW OF MAINTENANCE SCHEDULES

Menu path: Logistics>Plant maintenance> Maintenance Processing>Order> Inspection


Processing>Environment>Information System>Plant Maintenance>Planned
maintenance>Maintenance Item>Scheduling Over view (IP19)

GIVE FROM TO DATES AND SELECT REQUIRED FIELDS


EXECUTE

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F. PMIS

The Plant Maintenance Information System is available for the overall analysis for the
Planner group, Object damages, Equipment and other cost analysis.

Menu Path: Logistics – Plant maintenance – Information System

The Planner group analysis gives the analysis on number of notifications generated against
that planner group, Orders generated, costs incurred, etc

Menu path: Logistics>Plant maintenance> Information system>Standard Analysis> Planner group


(MCI4)

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Equipment Cost analysis report

Menu path: Logistics>Plant maintenance> Information system>Standard Analysis> Cost Analysis


(MCI8)

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Give Equipment number and required dates (period) and execute

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Graphical View

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