PM Config Technical Objects

SAP PM Configuration
Pack
Published by Team of SAP
Consultants at SAPTOPJOBS
Visit us at www.sap-topjobs.com
Copyright 2007-09@SAPTOPJOBS
All rights reserved. No part of this publication may be reproduced, stored in a

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INDEX
1. INTRODUCTION:-...................................................................................4
2. GETTING INTO THE CONFIGURATION AREA OF SAP..................5
3. PM ORGANIZATION STRUCTURE..........................................................9
3.1 Define Planning Plant........................................................................................................... 10
3.2 Assign Planning Plant........................................................................................................... 11
4. TECHNICAL OBJECTS........................................................................12
4.1 Define Types of technical objects................................................................................... 13
4.2 Define Plant Sections ........................................................................................................... 15
4.3 Define Planner Group ........................................................................................................... 17
4.4 Define Technical object view profile ............................................................................. 19
4.5 Define Object Information Keys ...................................................................................... 24
5. FUNCTIONAL LOCATION ...................................................................27
5.1 Create Structure indicator for Functional Location............................................... 28
5.2 Define Category of Functional Location ...................................................................... 32
5.3 Define Field selection for functional Location ......................................................... 35
6. EQUIPMENT ..........................................................................................40
6.1 Maintain Equipment Category ......................................................................................... 42
6.2 Define additional business view for equipment category..................................... 45
6.3 Define Number Range for Equipment............................................................................ 48
6.4 Usage History update ........................................................................................................... 53
6.5 Define Installation at functional Location.................................................................. 55
6.6 Assign user status to equipment category.................................................................. 57
6.7 Define field selection for equipment master record............................................... 59

7. DEFINE USER STATUS.......................................................................61
8. MEASURING POINT.............................................................................67
8.1 Define Measuring point categories................................................................................. 68
8.2 Number Ranges ....................................................................................................................... 71
8.3 Define Field selection for Measuring points and Measuring Documents...... 72
9. PERMITS................................................................................................76
9.1 Define permit category........................................................................................................ 77
9.2 Define Permit Groups........................................................................................................... 79

1. Introduction:-
A Warm Welcome Friends! PM(Plant Maintenance) Module

has always been like the glue which sticks everything
together at least as far as manufacturing organizations are
concerned and so I am really excited in presenting to you
this PM configuration pack.
One of the things you have to understand is that PM

module is more of master data with fewer configurations.
We have attempted to cover the whole gamete for you and I
am sure you will find all this very interesting, time saving
and you will be able to apply this knowledge quickly to your
immediate area of work….
So let us dive right ahead into the PM module …

For the easiness of understanding of PM module, we have
divided it into six topics which you can see below:
1. Master Data - Technical objects
2. Master Data - BOM, Work centre and Task list
3. Preventive Maintenance
4. PM Notification
5. PM Order handling
6. Equipment calibration
In each of the above topics wherever applicable the

configuration is explained in detail. If there are no
configurations relating to that topic you will find only User
manuals. Bear in mind that we have stuck to our style of
keeping all this simple, step-by-step yet very detailed and
comprehensive so that your life at the project place is a breeze.
Having said all this I wish you great success in your SAP
career and hope our paths cross one day.
Take care and good day
Vish
2. Getting into the Configuration area of SAP
BACKGROUND
To make the configuration in SAP, one has to have

authorization to perform transaction in configuration mode.
It is the place where every detail is maintained to make the

transaction happen as per the business mapping.
SCENARIO
It is required to configure various settings in SAP.
INSTRUCTIONS
To do configuration, first one has to logon to the system, and
go to the IMG mode. How to logon to IMG mode is explained
below. From next document onwards, it is mentioned as IMG.
How to get in to the SAP IMG mode?
1. Type spro in the SAP main screen dialog box,
2. Click
3. Click on
Note: - Plant Maintenance related configurations are
available under Node.
4. Click
5. You are inside the IMG for Plant Maintenance Module.
If the menu path is mentioned as “IMG” in the further topics,

you have to follow the above step to reach this place.
3. PM Organization structure
Plant maintenance organization structure includes defining

planning plant and maintenance plant.
Planning Plant: -
Entire planning tasks are carried out in planning plant. In this

plant following activities are carried out:
Maintenance task lists are defined

• Planning Material
• Preparing and managing maintenance plan
• Creation of notification
• PM Order maintenance
It is suggested to use planning plant if maintenance planning

is carried out centrally in one plant covering various plants.
If this is not the case and the entire planning is carried out in
respective plants, then each plant will also be planning plant.
Maintenance Plant:-
In maintenance plant, entire maintenance task is carried out.

Work centre and technical objects (equipment etc.) are
maintained in maintenance plant.
3.1 Define Planning Plant
BACKGROUND
This configuration setting enables to define the planning plant.
Planning plant is the one where the planning of entire

maintenance activities is performed for several plants.
SCENARIO
Define IND6 as planning plant.
INSTRUCTION
Follow the Menu Path: IMGÆEnterprise Structure Æ

Definition Æ Plant Maintenance ÆMaintain maintenance
planning plant
Click
Click
Enter planning plant. E.g. IND6.
Note: - when creating plant by copying from another plant, all

relevant information is copied.
Click
Click
3.2 Assign Planning Plant
BACKGROUND
This configuration setting enables to assign the planning

plant.
Assignment is establishing relation between planning plant

and maintenance plant.
SCENARIO
Assign IND6 planning plant to IND6 maintenance plant.
INSTRUCTION
Follow the Menu Path: IMGÆEnterprise Structure Æ

Assignment Æ Plant Maintenance ÆAssign maintenance
planning plant to maintenance plant
Click
Enter the planning plant against the maintenance plant
Click
Click
4. Technical Objects
It is the process of structuring the existing technical objects.

Technical object is the term used in PM to refer the
equipments and functional location.
Arranging the existing equipments (machineries) according to

the PM module defined structure can be termed as arranging
technical objects.
Technical object contains settings related to
¾ Functional location
¾ Equipment
Technical object maintains the master record of functional

location and Equipment.
Let us discuss the above settings in detail one by one under

technical objects.
4.1 Define Types of technical objects
BACKGROUND
This configuration setting enables to define the technical

object types.
Each equipment and functional location can be assigned to

technical object type. Technical object type is mainly used to
group the equipment of similar usage.
Grouping of equipment helps better reporting.
SCENARIO
Define technical object type.
INSTRUCTION
Follow the Menu Path: IMGÆPlant maintenance and

customer serviceÆ Master data in Plant maintenance and
customer service Æ Technical object ÆGeneral Data Æ Define
Types of Technical Objects
Click
Click to create new technical object type
Maintain fields as explained below

Field Name Value and Description of field
Key identifying the object type.
E.g. 512 to indicate Generator
group.
Description of the object type.
E.g. Diesel Generators.
Click
Click
4.2 Define Plant Sections
BACKGROUND
This configuration setting enables to define the plant sections.
Plant section helps to subdivide the maintenance plant for

production responsibility. Person responsible will coordinate
between production and plant maintenance.
This can be used for evaluation purpose also.
SCENARIO
Define plant sections for IND6.
INSTRUCTION

Plant Sections
Click
Click
Maintain the field as explained below

Key identifying plant. E.g.
IND6
Key identifying the plant
section. E.g. 100
Name of person responsible
Contact phone number
Click
Click
4.3 Define Planner Group
BACKGROUND
This configuration setting enables to define the planner Group.
Planner group is a mandatory entry for maintenance planning

plant. Person or group of person or department can be defined
as a planner group.
Planner group is assigned to each equipment
SCENARIO
Define planner group for IND6.
INSTRUCTION

Planner Group
Click
Click

planning plant Key identifying the planning
plant. E.g. IND6
planning group Planning group. E.g. 100
Name of planner group
Contact number of planner
group.
Click
Click
4.4 Define Technical object view profile
BACKGROUND
This configuration setting enables to define the technical

object view profile.
Technical object view profile controls the screen sequence

when creating the technical object.
Technical object view profile created here is assigned to

equipment category or functional location category and
activated.
When creating equipment, screen sequence will be displayed

as per the setting here.
SCENARIO
Discuss the standard technical object view profile.
INSTRUCTION

customer service Æ Technical object ÆGeneral Data Æ Set
view profile for Technical object
Click
Click to create new entries.

- screen group to select the screen group from
identify the technical object. the available entreis.
Key identifying profile. Enter

profile. E.g. MACH
profile description Profile description to be
maintained here. E.g. All
Kinds of machine
Click
Select the row which was created as above
Double Click in the left side of the screen.
Click

number Number to identify the
sequence. Select from
available entries
Description of the field.
Displayed after selection of
number.
Indicates the tab screen is
active
sequence number Sub screen sequence number
to be displayed under main
screen.
Note: - Repeat the sequence number maintenance by selecting
the proper required screen from the available entries.
Click
Select the row created as above

Double click
Maintain the screen number by selecting from available

entries
Maintain icon
Maintain title for the tab screen
Repeat the above steps to create new number range interval.
Click
Click
Impact of this configuration in Master Data /

Transaction
This view profile is assigned to an equipment category.

When creating the equipment of type Machine system screen
sequence display will be as per this setting.
Let us create equipment of type machine

4.5 Define Object Information Keys
BACKGROUND
This configuration setting enables to define the object

information keys.
This setting determines the data of information displayed for

technical object thro special information window.
This key can be assigned to equipment, functional location

and functional location structure
SCENARIO
Discuss the object information keys standard setting.
INSTRUCTIONS

Object Information keys
Click

Key identifying the object info.
E.g. PM
Tick in this check box will
check for the information in
the object and displayed. Also
system performs the warranty
check.
Reference for notification.
System navigates to the
object.
Number of days in the past for
PM info structure to select
data.
Number of breakdown
reported
Reported number of
notification.
Number of PM orders created.
Number of Processing days
from day of notification
created until it is completed.
Number of completed
notifications.
Number of completed orders
to be displayed.
display the number of
completed notification.
display the number of
outstanding notifications
Enter the number of days to
which the completed
notification is to be displayed.
To display the contract
information.
display the class
characteristics.
Click
Click

Transaction
This object information key is assigned to the equipment

category. When displaying Equipment, info according to this
setting is displayed.
5. Functional Location
Functional location indicates the location where the

maintenance activities are carried out.
Functional location represents the place where the technical

object can be installed.
Functional location is a structured arrangement of

maintenance area. Example, a functional location can be
arranged as below.
Based on functional criteria – pumping station

Based on process – Mixing, evaporating, condensing
In short, it is used to define functionally where equipment is

located. E.g. Valve, there can be many valves but using
functional location, the exact location of each valve can be
identified.
Hope you got an idea of functional location, let us go into its

configuration details now.
5.1 Create Structure indicator for Functional Location
BACKGROUND
This configuration setting enables to define the structure for

functional location.
This structure helps to identify the functional location exactly.
SCENARIO
Create functional location structure for IND6 as above.
INSTRUCTIONS

customer service Æ Technical object Æ Functional Locations
Æ Create Structure indicator for Reference
Locations/Functional Locations
Click

Key identifying the structure
indicator. E.g. IND6
Structure text. E.g. Structure
for IND6.
*** Enter the way the functional
locations is to be structure.
E.g.
hierarchy level *** Hierarchy level to indicate the
number of hierarchies.
*** - Edit mask field indicates the allowed type of character to

be created during functional location creation.
Allowed letters and signs are given below for ready reference.
"A" only letters can be entered

"N" only numbers can be entered
"X" both numbers and letters can be entered
"S" numbers, letters, and special characters can be entered
The following special characters are allowed:
&()+,./:;<=>
The following signs can be used:
- Hyphen
/ slash
' ' blank
. Period
_ Underscore
= equals sign
+ Plus sign
; Semicolon
: Colon
*** - Hierarchy level indicates the number of hierarchy. Each
number must be entered at the end of first level as shown
above. Numbers from 0 to 9 can be used for this. Level 10 is
represented by the figure 0, level 11 by the figure 1, and so on.
Click
Click

Transaction
When creating functional location structure, it will be created

as per the structure setting maintained here.
Select the right structure indicator before creating functional
location.
5.2 Define Category of Functional Location
BACKGROUND
This configuration setting enables to define the functional

location category.
Functional Location category contains

¾ Status profile
¾ Partner determination procedure
¾ Default value for measuring point
¾ Field selection
¾ Permit change document
¾ Object info key
SCENARIO
Discuss functional location category.
INSTRUCTIONS

Æ Define category of Functional Locations
Click

Key identifying the functional
location category. E.g. M
Enter description of functional
location category.
document the change
document in the master
record.
identify the functional location
category as customer object.
provide other data screen
when maintaining technical
objects.
Respective profile, object info,
view profiles are maintained
here.
Click
Click

Transaction
When creating functional location structure, functional

location category defined here will be used.
5.3 Define Field selection for functional Location
BACKGROUND

location field selection.
Through this configuration setting it is possible to make a field

mandatory, optional, hide or view only.
It is required to make certain field to make mandatory

according to the business requirement.
SCENARIO
Make Manufacturer field as mandatory for functional location

category M
INSTRUCTIONS

Æ Define field selection for Functional Locations
Click
Double click
Identify the manufacturer field as shown below

Double click on Manufacturer field
Click on
Click
Enter the functional location category as “M”
select radio button

Click
Transaction
When creating functional location with category M,

manufacturer field become mandatory.
6. Equipment
An individual machine or tool is defined as equipment in the

PM module. Every equipment is managed individually.
Equipment can hold the following individual records:
9 Year of construction
9 Warranty period
9 Usage
9 Maintenance task to be performed
9 Record of maintenance task performed. (gauge
calibration)
9 Technical data to be analyzed
Where ever the above records are to be maintained for an

individual object that has to be created as equipment in SAP
PM Module.
Use of equipment in other logistics modules are:
¾ PRT – Production Resource Tool in PP

¾ Test Equipment in QM
¾ Serialized material in MM
¾ Customer devices in SD
Any items, which can not be repaired due to its low cost and
that can be replaced should be defined as material assembly.
Objects which can be installed, repaired and maintenance

history are to be monitored are to be defined as technical
object. I.e. as equipment or functional location
Friends, I am sure, now you have a doubt, what objects are to

be defined as equipment and what are to be defined as
functional locations?
Equipment:-
Requirement Processing as Equipment

To handle in Inventory By defining as equipment, it
Management can be serialized by assigning
material number and serial
number to it.
Configuring equipment Equipment can be configured
by super BOM.
Install equipment Equipment can be installed in
functional location if required.
It can exist without installing
also. i.e as a individual object.
It should be a fleet object Equipment can also be
defined as fleet object.
Note:-
Equipment number cannot be changed once it is created.
If an object needs to have above functions, it has to be created

as equipment.
Functional Location:-
9 Functional locations are automatically ordered in the

structure when created,
9 It is possible to summarize data for individual hierarchy

levels as the functional location structure is strictly
hierarchical.
9 A functional location that is installed in another

functional location cannot store the history of its
installation location. It only shows the current
installation location.
OK, let us go to the Equipment configuration.

6.1 Maintain Equipment Category
BACKGROUND
This configuration setting enables to define the equipment

category. Equipment category is a mandatory entry for each
equipment master record.
Equipment category contains
9 Screen sequence
9 Number range assignment
9 Usage history
9 Option to install at functional location
SCENARIO
Discuss equipment category
INSTRUCTIONS

customer service Æ Technical object Æ Equipment Æ
Equipment categories Æ Maintain Equipment category
Click
Click to create new entries

Category Key identifying the equipment
category E.g. Y
Reference category Indicating the type of
category. Select from available
entries.
Available entries are
equipment category Description of equipment

category. E.g. IND6 Machine
- alpha numeric eqp.no. Tick in this check box will not
allow alpha numeric
numbering of equipment.
change document Tick in this check box will
maintain the change
document.
work flow Tick in this check box will
generate work flow event
during create, change or when
changing location.
object info Object info parameter id.
Over view profile to be
displayed during display of
equipment.
construction type To ensure the construction
type* and Material master is
same in the master record of
serialized equipment.
* Note about construction type:
• - A number of a material master which is entered in the
equipment or functional location master record.
Following are Two types of relation (construction type):
Method 1:
9 Define BOM and Task list for the material.
9 Assign this material to technical objects.
9 This will avoid defining BOM & Task list these separately
for each technical object
Method 2:
9 When replacing equipment in the functional location,
right equipment can be determined with a particular
material number in its master record.
Click
Click

Transaction
When creating equipment, equipment category must be

maintained.
6.2 Define additional business view for equipment
category
BACKGROUND
At equipment category level, additional following views can be

activated.
9 Sales Data - to hold sales org. info

9 PRT view – Info related PRT
9 Serial number assignment view – Contains material
master and serial number info
9 Equipment configuration view – holds configurable
material details
9 Configuration control – holds related links to info on
product and process engineering.
SCENARIO
Define additional views for equipment category.
INSTRUCTIONS

Equipment categories Æ Define additional business views for
equipment categories.
Click

- equipment Equipment category, appear
as default from previous
setting. Maintain the details
against category M
Selection of PRT screen. Select
radio button or selection.
sales data Tick in this check box will
include sales data in
equipment master.
configuration data Tick in this check box will
provide the configuration data
screen/
serial number data Tick in this check box will
provide the serial number
maintenance screen in
equipment master.
Configuration control Tick in this check box will
data provide the configuration
control data which has link to
product and process data info.
Click
Click

Transaction
When creating equipment, screens defined for a specific

equipment category will be displayed.
6.3 Define Number Range for Equipment
BACKGROUND
This configuration setting enables to define the number range

for equipment category.
Equipment number range is controlled through equipment

category.
Note: - Number range is directly maintained in the production

system.
SCENARIO
Discuss number range for equipment category
INSTRUCTIONS

Equipment categories Æ Define Number Range.
Click
Click
Equipment category C, T and Y are not assigned with any

number range.
Click on required category. E.g. Y
Click
Tick the check box in group

Click
Note: Y equipment category is assigned with number range.
To create another group
From the top of the menu Group Æinsert
Maintain text . E.g. machine group
Maintain From number and To number. E.g. 20000000 to

29999999
Click
Click
Click
Click

Transaction
When creating equipment master record, number range will be

assigned as per the setting defined here.
6.4 Usage History update
BACKGROUND
This configuration setting enables to define the update history

for equipment category.
SCENARIO
Define update history for equipment category M.
INSTRUCTIONS

Equipment usage period Æ Usage History Update.
Click
Tick the check box in column.
Click
Click
6.5 Define Installation at functional Location
BACKGROUND
This configuration setting enables to permit the installation of

equipment in functional location.
Equipment may be installed in the functional location.
SCENARIO
Define installation at functional location for equipment

category M.
INSTRUCTIONS

Equipment usage period Æ Define installation at functional
location.
Click
Tick the check box if the equipment is to be
installed at functional location.
Click
Click
6.6 Assign user status to equipment category
BACKGROUND
This configuration setting enables to assign the user defined

status to an equipment category.
User status can be used to assign specific status to a

equipment and to control further business transaction.
SCENARIO
Discuss assigning user defined status to equipment category.
INSTRUCTIONS

customer service Æ Technical object Æ Equipment Æ Assign
user status profile to Equipment category.
Click
Assign the user status profile against equipment

category.
Click
Click
6.7 Define field selection for equipment master record
BACKGROUND
This configuration setting enables to define the Equipment

field selection.


SCENARIO
Make Manufacturer field as mandatory for Equipment

category M
INSTRUCTIONS

customer service Æ Technical object Æ Equipment Æ Define
field selection for equipment master record
Click
Double click
Note: - Rest of the steps is same as explained to that of

functional location field selection.
7. Define User Status
BACKGROUND
This configuration setting enables to define the user specific

status and to control the further business transaction.
User defines status profile is assigned to the object. i.e to

equipment category or to functional location.
SCENARIO
Discuss user status profile.
INSTRUCTIONS

customer service Æ Basic settings Æ Define User status
Click
Double click
Click to create new status
Click to create new status by copying from existing one
Let’s create by copying from status profile 1000

Keep the cursor on status profile 1000
Click
Enter the new status profile. E.g. 100099
Click
Double click 100099

status number Enter number to identify
status.
user defined status Enter four digit user defined
status.
short text Status text
Initial status Check box to identify the
initial status. At least one
status must be defined as
initial status.
lowest status number Number indicating the lowest
number.
Number indicating the highest
number.
Note: - this status row can be
assigned with status number
from lowest number to highest
number.
Authorization key to control
the use of status
Note:- Create all the required status row as explained above.
Double click the status for which the further business process
is to be restricted. E.g. 0003 Equipment damaged in
warehouse.
Let us try to restrict installing this equipment at this status.
Note: - Presently there are two business transaction

controlled.
Click to create additional business transaction.
Select the radio button in column in install equipment

row.
Click
Click

Transaction
Status profile created can be assigned to equipment category.

8. Measuring Point
Measuring points are used to enter the reading or count for

technical objects. It is mainly used to
9 Document the condition of a technical object at

given point of time.
9 Perform counter based maintenance
9 Perform condition based maintenance
Documentation requirement situations:
9 Legal requirements
9 Critical values for environmental protection
9 Critical values for health and safety
Counter based maintenance
9 Preventive maintenance
9 To reduce breakdown maintenance
Condition based maintenance
9 Maintenance performed on certain condition
To achieve the above objectives, preventive maintenance is

used.
Ok let us get in to configuration of measuring point. There are

more master record than customizing.
8.1 Define Measuring point categories
BACKGROUND
This configuration setting enables to define the measuring

point categories.
Measuring point categories are mandatory requirement for

measuring point.
It defines the following:
9 Measurement item uniqueness

9 Use of catalog type to enter readings
9 System response control when reading exceeds the
range
9 Tolerance time allowed for entering the reading in
future
SCENARIO
Discuss measuring point category setting.
INSTRUCTIONS

customer serviceÆ Master Data in Plant maintenance and
customer service Æ Basic settings Æ Measuring point,
counters and measurement document Æ Define Measuring
Point categories
Click
Click
Key identifying the measuring
point category. E.g. G
Description of measuring point
category. E.g. IND6 measuring
point category
Uniqueness of the measurement
position of this measuring point
category. This measurement
category may be used in many
places, if the measurement
position is required to be unique,
it can be achieved thro this
setting.
Select.1 from available entries
Allowed catalog type for entering

values. E.g. C. Select from
available entry.
Type of message when the
measurement reading is out of
range.
E.g. W for warning message.
Tolerance period in seconds to
record the measurement reading.
It is difficult to enter the reading
exactly at the exact SAP time i.e
measuring point.
E.g. 300 to indicate five minutes.
Click
Click
Transaction
When creating a measuring point inside the technical object,

measurement category must be maintained.
8.2 Number Ranges
BACKGROUND
This configuration setting enables to define the number range

for measuring point.
Number range for measuring point and measuring document

has to be defined.
Number range definition is already explained for equipment.
The process is similar to that of explained above and hence

not repeated here
Please note, number range must be confirmed for
Measuring point and

Measuring document in this configuration settings
SCENARIO
Define number range for measuring point.
INSTRUCTIONS

counters and measurement document
Æ Create number ranges for measuring point
Æ Create number ranges for measuring document
8.3 Define Field selection for Measuring points and
Measuring Documents.
BACKGROUND

location field selection.


SCENARIO
Make Measurement position as mandatory for measuring

point category G
INSTRUCTIONS

counters and measurement document ÆDefine field selection
for measuring point and measurement document
Click
Click Page down
Double click on
Click on
Click
Enter measuring point category. E.g. G
Select Req radio button
Click
Click

Transaction
When creating a measuring point inside the technical object,

measurement position becomes mandatory entry
9. Permits
Permits are used to control the PM order processing to ensure
¾ All required safety precautions have been taken care

¾ financial resources are available
¾ The work has been approved at higher level
Permits are created as a master data and assigned to order or

technical objects.
Steps involved with permits are:
9 Create permits master data

9 Assign to order or technical objects
9 Permits automatically get assigned to PM order
9 Issue permits to the order either by printout of permits
9 Orders executed
Settings in permit are:
¾ Define permit category

¾ Define permit group and assign class of type 049
Note: - Only one permit group is allowed to create with class

assignment. By this way permits get assigned to the order
automatically.
9.1 Define permit category
BACKGROUND
This configuration setting enables to define the permit

category.
Permit category is used when creating permit master record.
SCENARIO
Discuss permit category
INSTRUCTIONS

customer service Æ Basic settings Æ Permits Æ Define permit
categories
Click
Click

Key identifying the permit
category. E.g. W
Text identifying permit
category key. E.g. Work Permit
Click
Click

Transaction
When creating a permit master record, permit category is

maintained.
9.2 Define Permit Groups
BACKGROUND
This configuration setting enables to define the permit group.
SCENARIO
Discuss permit group
INSTRUCTIONS
customer service Æ Basic settings Æ Permits Æ Define permit
groups
Click
Maintain permit group and permit class
Note: - Permit class is for approval with class type 049.
Click
Click
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2. GETTING INTO THE CONFIGURATION AREA OF SAP..................5

3.1 Define Planning Plant........................................................................................................... 10

3.2 Assign Planning Plant........................................................................................................... 11

4.1 Define Types of technical objects................................................................................... 13

4.2 Define Plant Sections ........................................................................................................... 15

4.3 Define Planner Group ........................................................................................................... 17

4.4 Define Technical object view profile ............................................................................. 19

4.5 Define Object Information Keys ...................................................................................... 24

5. FUNCTIONAL LOCATION ...................................................................27

5.1 Create Structure indicator for Functional Location............................................... 28

5.2 Define Category of Functional Location ...................................................................... 32

5.3 Define Field selection for functional Location ......................................................... 35

6.1 Maintain Equipment Category ......................................................................................... 42

6.2 Define additional business view for equipment category..................................... 45

6.3 Define Number Range for Equipment............................................................................ 48

6.4 Usage History update ........................................................................................................... 53

6.5 Define Installation at functional Location.................................................................. 55

6.6 Assign user status to equipment category.................................................................. 57

6.7 Define field selection for equipment master record............................................... 59

8.1 Define Measuring point categories................................................................................. 68

8.2 Number Ranges ....................................................................................................................... 71

9.1 Define permit category........................................................................................................ 77

9.2 Define Permit Groups........................................................................................................... 79

A Warm Welcome Friends! PM(Plant Maintenance) Module

One of the things you have to understand is that PM

So let us dive right ahead into the PM module …

In each of the above topics wherever applicable the

Take care and good day

To make the configuration in SAP, one has to have

It is the place where every detail is maintained to make the

How to get in to the SAP IMG mode?

1. Type spro in the SAP main screen dialog box,

5. You are inside the IMG for Plant Maintenance Module.

If the menu path is mentioned as “IMG” in the further topics,

Plant maintenance organization structure includes defining

Entire planning tasks are carried out in planning plant. In this

Maintenance task lists are defined

It is suggested to use planning plant if maintenance planning

In maintenance plant, entire maintenance task is carried out.

This configuration setting enables to define the planning plant.

Planning plant is the one where the planning of entire

Define IND6 as planning plant.

Follow the Menu Path: IMGÆEnterprise Structure Æ

Enter planning plant. E.g. IND6.

Note: - when creating plant by copying from another plant, all

This configuration setting enables to assign the planning

Assignment is establishing relation between planning plant

Assign IND6 planning plant to IND6 maintenance plant.

Follow the Menu Path: IMGÆEnterprise Structure Æ

Enter the planning plant against the maintenance plant

It is the process of structuring the existing technical objects.

Arranging the existing equipments (machineries) according to

Technical object contains settings related to

Technical object maintains the master record of functional

Let us discuss the above settings in detail one by one under

This configuration setting enables to define the technical

Each equipment and functional location can be assigned to

Grouping of equipment helps better reporting.

Define technical object type.

Follow the Menu Path: IMGÆPlant maintenance and

Maintain fields as explained below

This configuration setting enables to define the plant sections.