PM Config Master Data

SAP PM Configuration
Pack
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INDEX
1. BILLS OF MATERIALS (BOM)..............................................................4
1.1 Set Modification parameters............................................................................................... 5
1.2 Define BOM Status .................................................................................................................. 8
1.3 Define BOM Usage.................................................................................................................. 11
1.4 Define Default values for item status ........................................................................... 15
1.5 Define Valid Material type for BOM Header ............................................................... 19
1.6 Define Item category ............................................................................................................ 22
1.7 Define Material types allowed for BOM item ............................................................. 25
1.8 Define Spare Parts Indicator............................................................................................. 28
1.9 Define Priorities for BOM usage ...................................................................................... 30
1.10 Define user specific setting ............................................................................................... 34
2. WORK CENTERS..................................................................................38
2.1 Define work center type and link to task list application ................................... 39
2.2 Define Field Selection.......................................................................................................... 43
2.3 Set Parameters ........................................................................................................................ 48
2.4 Define Standard value keys ............................................................................................... 52
2.5 Define employee responsible for work center ........................................................... 56
3. TASK LIST .............................................................................................58
3.1 Define Task List usage keys .............................................................................................. 59
3.2 Maintain Control keys ......................................................................................................... 62
3.3 Define Task List status........................................................................................................ 67
3.4 Define Task List usage ......................................................................................................... 69
3.5 Define Profiles with default values................................................................................. 71
3.6 Define User Fields .................................................................................................................. 73

4. PRODUCTION RESOURCE TOOLS ...................................................77
4.1 Define PRT status .................................................................................................................. 78
4.2 Define PRT control Keys..................................................................................................... 81
4.3 Set Formula parameters...................................................................................................... 83
4.4 Configure formula definition ............................................................................................ 87
5. SERIAL NUMBER MANAGEMENT ....................................................92
5.1 Define Serial Number Profile............................................................................................. 93
5.2 Define Serialization Attributes for Movement types.............................................. 98
5.3 Deactivate lock for internal assignment of serial numbers .............................. 102
1. Bills Of Materials (BOM)
A Bills of Material is a collection of item for manufacturing or

for performing maintenance activity for any equipment or
functional location.
In PP point of view, BOM is a data where the entire list of

components required to produce a finished product is
maintained.
In PM, BOM is used to maintain the required component to

make up a technical object or an assembly. Mainly three
types of bills of material used in Plant Maintenance module.
They are
1. Equipment BOM
2. Functional location BOM
3. Material BOM
First two can be termed as technical object BOM. It is mainly

used to describe the structure of technical object and to assign
the spare parts to it.
Two types of assignment of BOM to technical object is

possible.
a. Direct assignment
b. Indirect assignment
In direct assignment method, BOM is created directly for

technical object.
In indirect assignment method, BOM created for material

master, this material master is maintained through a
construction type field in technical object master data.
The indirect assignment method helps to group several similar

technical objects together.
1.1 Set Modification parameters
BACKGROUND
This configuration setting enables to define modification

parameters for BOM.
BOM modification parameters contains
Validity period maintenance

Activating Engineering Change Management
BOM Explosion type
Standard setting is sufficient to work with. We shall discuss

the settings inside parameter.
SCENARIO
Discuss parameter settings.
INSTRUCTIONS
Follow the Menu Path: IMGÆPlant Maintenance and

customer servicesÆ Master data in plant maintenance and
customer service ÆBills of materialsÆ Control data for Bills of
Material ÆSet Modification parameters
Click
Maintain fields as explained below
Field Name Value and Description of field
Tick in this check box will
activate the lowest system
date (1.1.1900) as valid from
date when creating the BOM,
User can not change it.
Tick in this check box indicate
the requirement of Validity
period for BOM.
Tick in this check box
activates the Engineering
Change Management (ECM)
for BOM.
Note: - Detailed ECM setting is
defined in our PP config
document.
Tick in this check box makes
ECM as a mandatory for each
BOM. Each BOM can be
created or changed with ECM
only.
deactivate multi BOM creation
for a material.
deactivate variant BOM
creation.
Click
Impact of this configuration in Master Data /

Transaction
System BOM validity period and other parameters will behave

as per the setting done here.
1.2 Define BOM Status
BACKGROUND
This configuration setting enables to define BOM status.
BOM status is used to define whether the BOM can be used by

any application area or not.
Example: -
¾ In the costing areas in a company, the BOM is exploded

according to the application. While defining the BOM
status, usage in costing area will be defined.
¾ In MRP, the following indicators are checked directly from

the definition of the BOM status:
- Explosion in MRP
- Released for orders
MRP only reads BOMs whose BOM status has at least one of
these indicators.
BOM status defines whether the BOM is active or inactive.
SCENARIO
BOM need to be created for certain for product whose BOM

can be finalized only after some trial and error.
While it is in preparation it is required not to be used by any

application. Status “In preparation” has to be created.
INSTRUCTIONS

customer service ÆBills of materialsÆ Control data for Bills of
Material ÆDefine BOM status
1. Click
…..continuation of the above screen’s right side balance

portion
2. Click
3. Enter usage value. E.g. 6.
4. Leave all the check box as EMPTY.

5. Mention description as “In preparation”
6. Click Save .

Transaction
BOM with status 6 can not be used for any application.

1.3 Define BOM Usage
BACKGROUND
This configuration setting enables to define Bill Of Material

(BOM) usage.
BOM usage defines the usage of BOM in specific application

area in the SAP.
Example, there can be a separate BOMs for
¾ Design,
¾ Production
¾ Costing.
In this way, each area is dealing only with the specific data it
requires.
Example:
¾ The design BOM includes all the components of the

product and their technical data from the design point of
view. This BOM is generally not linked to any order.
¾ The production BOM contains all the items required from

the production and assembly point of view. Only items
relevant to production, for which production data (such
as the issue storage location) can be entered, are
required. A production BOM does not contain any
packaging materials required in the shipping department.
SCENARIO
Create new BOM usage.
Note:-
Standard BOM usage available with SAP is sufficient. However

any new BOM usage can be created.
INSTRUCTIONS
customer service ÆBills of materialsÆ General Data Æ BOM
Usage Æ Define BOM usages
1. Click
2. Click
3. Enter usage value; it can be either numeric or alphabet.

It is suggested to be numeric.
4. Select +, - or . to indicate to which area this BOM is
meant for like Production, Engineering, Spare, Plant
Maintenance, Sales or for costing relevancy.
E.g. For usage 4, spare parts indicator is maintained as

optional (.).
Note:-Based on this, during BOM explosion, entire

dependent requirements are also planned,
5. Enter Usage text
6. Click Save

Transaction
When creating the BOM, key defined here will appear in the
BOM Usage field.
According to the requirement, BOM usage key has to be

selected during BOM Creation.
Click Match code or F4 in BOM usage field, to select the

desired BOM usage.
Transaction code to create BOM is CS01

1.4 Define Default values for item status
BACKGROUND
This configuration setting enables to define default values for

item status.
Every item in the BOM can be defined whether it is subjected

to
Costing
Sales
Production
Spare part
This configuration setting is used to indicate whether the BOM

component along with the BOM usage.
¾ is to be considered for costing in this BOM or not,
¾ is relevant to sales (normally used in Variant

configuration),
¾ is a spare part group
¾ is related to Production
SCENARIO
Set the default value for items in BOM.
INSTRUCTIONS
customer service ÆBills of materialsÆ General Data Æ BOM
Usage Æ Define Default values for item status
1. Click
2. Click
3. Enter Usage value
4. Update the following fields

Field Name Description Value
BOM usage Field defining the Enter value e.g. 1
BOM usage
Prod Indicating that the Make tick in the
BOM item is related check box
to Production
Eng/des Indicating that the Leave blank.
BOM item is related
to Engineering and
Design
Spare Spare part Enter A or B
indicator. Items
can be grouped
under spare parts
A group or group B.
this will help in
identifying spares
for replacement by
group A or group B
PM Indicating that the Leave blank
BOM item is related
to Plant
Maintenance
Sales Indicating the item Leave blank.
is related to Sales Normally used in
and it will appear variant
in the sales order. configuration.
Relevan Relevant to costing Select X , indicating
relevant to costing.
5. Click Save .

Transaction
Example:-
BOM usage defined 1 indicating relevant to production. The

item status as configured such that all items
¾ are relevant to production
¾ can be relevant to costing
In this example, the indicators are checked as follows:
¾ The Indicator: item relevant to production cannot be

deselected (required entry). In the BOM maintenance
functions, this indicator is set automatically for all items
and cannot be cancelled.
Since the item can be relevant to costing, the default value

X (fully relevant to costing) can be set for the Indicator for
relevance to costing. This value can be overwritten in the
BOM maintenance functions.
BOM item level default setting will appear as per the setting
done here.
Note:- when creating BOM the usage 4 is mentioned, which in

turn identify this BOM as Plant maintenance BOM. Also
indicate item as spare part indicator group A.
This is used while exploding the BOM for spare parts

planning.
1.5 Define Valid Material type for BOM Header
BACKGROUND
This configuration setting enables to control the creation of

BOM to the specific material types.
This configuration is done to the combination of BOM usage

and Material type.
When a new bill of material is created, the system checks the

material type as follows:
The fully qualified (non-generic) entries are checked first.

The generic entries are checked afterwards.
You can define that the use of the material type in

combination with Creation of BOM with respect to material
type can be controlled.
Example, it may not be allowed to create BOM for Raw

material. (Material type ROH).
Creation of BOM to material type ROH can be restricted in the

system.
SCENARIO
Creation of BOM for Material type ROH should not be allowed.
INSTRUCTIONS

customer service ÆBills of materialsÆ General Data Æ Define
valid material type for BOM header
Click
Follow the below steps to create new entries.
2. Click
Update required and optional fields:

Field Name Description Value
BOM Usage ### BOM usage according 1 for production
to the application BOM
Material type Header Material type Enter ZSER
header to which BOM services
creation has to be
restricted
Allowed Select the symbol Select Negative
indicator to mention symbol to
allowed or not allowed RESTRICT BOM
creation.
### Generic entry “*” can be made instead of a specific BOM

usage. This indicates, it is applicable to all possible BOM
usages.
2. Click Save .

Transaction
When a new bill of material is created, the system checks the

material type as follows:
Non-generic entries are checked first. The generic entries

are checked afterwards.
Error message will be displayed when creating BOM for ZSER

material.
1.6 Define Item category
BACKGROUND
This configuration setting enables to define item category.
The item category defines the attributes and functions of a

BOM item. It controls field and screen selection for detail
screens in BOM maintenance.
BOM can contain different type of items related to

manufacture the finished product. There are
¾ Pipeline items – i.e. items which are received

through a pipeline from supplier not related to
inventory
¾ Stock items – i.e. materials are always issued from

stock which are relate to inventory
¾ Document item – i.e. Documents are referred in the

BOM as a item trough the Document Management
System (DMS)
¾ Text item – i.e. brief note about the material usage

can be maintained as a Text item. This will be
useful in a long BOM to indicate any specific
assembly.
The above different items are defined through item category in

the BOM.
SCENARIO
Define item category to meet the situation as per the below
example.
Example: - An Item code may be defined as a normal item in

the material master. The same item code for one specific BOM
has to be treated as a phantom material.
In such a situation, item category inside the item detail of the

BOM will be mentioned as a phantom assembly. It is now
applicable only to this BOM.
Let’s look at the standard setting for item category.
Item categories defined by SAP will be sufficient in most of the

cases. If required, any new item category can be created.
INSTRUCTION

customer service ÆBills of materialsÆ Item Data Æ Define
item categories
Click
Click to create new technical object type

Maintain the following fields
Field Name Description

Item category Desired item category to be
mentioned in the BOM
Inv.Mgmt Relevant to Inventory
management
TxtItem It is text item
Vsl Variable size item
Document Item To mention Document
Cls Item To mention as Class item,
used in Variant configuration
PM Str To mention as PM structure
element
IntraM To mention Intra Material
normally used in Master
Recipe-PPPI
+/- sign Negative value allowed in the
BOM or not? This is required
to indicate the by product.
SubI To indicate sub items are
supported.
Item Ctrl Sequence of Item detail
screen.
Select check boxes according to the business requirement
Mention Item category Text
Click

Transaction
While creating the BOM, required item category may be

selected.
1.7 Define Material types allowed for BOM item
BACKGROUND
This configuration setting enables to control the item type

which can be entered as a component in the BOM.
Restriction to BOM item level can be done.
Example: - It may be required NOT to allow any Finished

Goods material type (FERT) to be a member of the BOM.
SCENARIO
It is required to restrict FERT material to be the member of the

BOM.
INSTRUCTIONS

Materials Types allowed for BOM item
1. Click
Click

BOM usage BOM usage to define the
application area
Mat tpe header Header material type to which
this restriction is to be
applicable
Material type BOM Item type inside the BOM to
item be restricted.
Allowed + sign to permit and –sign
NOT to permit
Click Save .
Transaction
While creating the BOM, only allowed component type in this

setting are allowed to be a member of the BOM item.
1.8 Define Spare Parts Indicator
BACKGROUND
This configuration setting enables to define spare parts

indicator.
Spare parts indicator is used to maintain in the BOM at item

level to group spare parts in to various group.
Grouping of spare will help in easy identification of spare for

collective replacement according to specific conditions. E.g.
replace group A spares after 1000 Hrs.
SCENARIO
Define spare parts group.
INSTRUCTIONS

Spare parts indicator
Click
Click

Key identifying the spare part
group. E.g.D
Description of spare parts
group. E.g. Goup D spares
Click
Click

Transaction
While creating the BOM spare part group can be selected and
maintained at item level
1.9 Define Priorities for BOM usage
BACKGROUND
This configuration setting enables to define order of priority for

Bill Of Material to be selected during MRP and Production or
process order creation.
Different Bill Of Material can be created for
• Production
• Costing
• Engg / Design
Selection priority must be defined to pickup the right Bill Of

Material to the right application.
Link between this configuration and Master Data is

established as below:-
• Selection priority will be defined through selection id.
• Selection id will have the sequence of BOM usage.
• BOM usage will be mentioned in the BOM
• Selection id of BOM will be mentioned in the order type

and MRP plant Parameter.
SCENARIO
There are more than one BOM (BOM usage) They are
1 for Production,
2 for Engg/Design
3 for Costing.
It is required to define the order of selection for BOM.
INSTRUCTIONS

customer service ÆBills of materialsÆ Determination of
alternative bills of material ÆDefine priorities for BOM usage
Click
Click to create additional order of priority for BOM
usage.
Maintain the Following fields

Field Description
Selection Id Selection ID numeric
number to be entered.
Selection Priority With in this selection
ID, priority to be
mentioned
BOM usage With in this selection
ID and Priority,
relevant BOM usage to
be selected.
Click Save .

Transaction
During MRP run, Maintenance order processing, BOM selected

according to this selection id priority.
1.10 Define user specific setting
BACKGROUND
This configuration setting enables to configure the parameters

specific to the user.
Following parameters
Item category
Item increment
BOM Reporting specification are can be set for a specific

user.
SCENARIO
Define user specific setting for user SAPUSER
INSTRUCTIONS

customer service ÆBills of materialsÆ Make User-specific
settings
Click
Click
To view more details, select the required row and click
Click to create new entries

Select the entries and tick the check box as shown above.
Field name Field value and description

User Name of the user to whom the
default settings are to be
done.
Item increment While creating the BOM,
incremental number to be
displayed.
Mat. Item cat. Item category to be displayed
by default.
To indicate the item as part of
technical object.
While using the where used
list query, this check box in
the selection box will appear
as ticked by default.
While using the where used
list query, this check box in
the selection box will appear
as ticked by default.
Click

Transaction
User SAPUSER when creating the BOM, this default setting

will appear. This will help to reduce BOM creation time.
2. Work Centers
Machines may be referred as work center. It is defined as the

place where operations are carried out.
Apart from machine, group of persons (e.g. in maintenance

department, certain group of people may be employed for any
machinery movements etc.) may be treated as a labor work
center.
Data in work center used for
¾ Scheduling – start and end of operation
¾ Costing – Cost incurred during production
¾ Capacity planning - to plan the required capacity
Let’s see the configuration related to Work center.

2.1 Define work center type and link to task list
application
BACKGROUND
This configuration setting enables to define work center

category.
Work center category is the major classification of work center

by SAP. E.g. Machine, processing unit, labor are defined as a
different work center category.
Work center category controls the field selection inside the

work center.
SCENARIO
Discuss the standard setting work center category.
INSTRUCTIONS

customer servicesÆ Maintenance plans, work centers, Task
lists and PRTs Æ Work Centers Æ General Data Æ Define work
centers types and link to task list application
Click
Click

Field Description
Cat Capacity category. Any new
value may be entered. E.g.
ZPM1
Description Description of the desired
capacity category. E.g. PM
Machine WC
Field Selection Contains the fields required to
this capacity category. Enter
standard SAP value according
to the capacity category. E.g.
0005
Screen sequence Sequence of tab screen to be
appeared in the work center
master data. Enter the
standard SAP value. E.g. 0001
Click Enter
Select Created capacity category
Double Click
Click
Enter Application – Area in SAP where this work center

category can be used. E.g. I – Maintenance Task List
Note:- If this work center category is to be applicable to all,

maintain all the entry in this application field.
Click .

Transaction
When creating the work center for PM Machines, work center

category is to be mentioned as it is a mandatory entry.
2.2 Define Field Selection for Work center
BACKGROUND
This configuration setting enables to make the field in work

center master data as
Mandatory
Optional
Highlight
Hide
Field selection will be used to make certain field as mandatory

entry or to hide certain fields during creation of work center
master data.
SCENARIO
Make field person responsible for work center category ZPM1

as mandatory field.
INSTRUCTIONS

lists and PRTs Æ Work Centers Æ General Data Æ Define Field
Selection
Click
Double click Basic data
Select Req. radio button against
Double click Person responsible
Click Field selection Req. radio button for the required work
center category. Contents column indicate the work center
category.
click on to modify field selection

for new work center category.
Click If the desired work center category is not

available. E.g. ZPM1 category is not available.
Click to add more entry.

Enter content ZPM1 or any work center category.
Click radio button Req.
Click
Click

Transaction
When work center with category ZPM1 is created, person

responsible field become mandatory.
2.3 Set Parameters
BACKGROUND
This configuration setting enables to define Parameter

(activities) for formula.
Parameter is one of the required settings to calculate the

conversion cost incurred in the Work center during
manufacturing.
Work center while in use can consume
• Power
• Labour
• Setup time
• Depreciation
• Steam etc.
The above costs incurred during conversion will be captured

through the activity. Parameter is the structure to capture this
activity.
This will be assigned to the standard value key. Standard

value key will be assigned in the work center.
SCENARIO
Create a Parameter. Note: - Standard SAP setting is sufficient.

Let us discuss the creation of new parameter.
INSTRUCTIONS

lists and PRTs Æ Work Centers Æ General Data Æ Set
Parameters
Click
Click
Field Description
Parameter Parameter to hold the value.
Any alphanumeric six digit
may be entered. E.g. LABOUR
Origin Place where from the value is
to be taken. E.g. To indicate
value to be taken from task
list maintain 2 in this field.
Short key word Short description
Key work Key word to identify
Dimension Dimension of the parameter.
E.g. Any thing related to
Duration may have TIME as
dimension.
Standard Value Unit Unit of this parameter. E.g.
Time dimension may have
unit as MIN.
Note: - If any parameter for which there is no unit, it may be

mentioned as no unit.
Click Save .

Transaction
Link between the parameter and the master data is as below.
a. This parameter will be assigned to the standard value

key.
b. Standard value key will be attached with the work center.
c. Work center will be attached in the task list. I.e. in the

routing or in the master recipe.
d. Standard value (i.e. duration of labor hours required) will

be maintained in the task list as a master data.
2.4 Define Standard value keys
BACKGROUND
This configuration setting enables to define the standard value

key.
Standard value key is very essential to capture the cost

incurred in the work center.
Standard value key will contain the activities. One standard

value key can contain up to six activities. Each activity refers
to the cost.
Example:-
• Production cost
• Set up cost
• Labour cost
• Quality Cost
• Power cost
• Steam cost
One work center can have only one standard value key.
SCENARIO
Create a standard value key to have the activities of setup,

machine, labor, steam and water.
INSTRUCTIONS

lists and PRTs Æ Work Centers Æ General Data Æ Define
standard value keys
Click
Click
Field Description
Standard value key Enter any alpha numeric to
indicate standard value key.
E.g. STD1
Description Maintain standard value key
description. E.g.
setup/machine/labor/Power
Parameter Maintain the parameters. Up
to six parameters can be
maintained.
Tick this check box to
generate formula.
Click Save .

Transaction
When creating the work center, standard value key STD1 to be

mentioned.
2.5 Define employee responsible for work center
BACKGROUND
This configuration setting enables to define the person

responsible for work center.
Every work center will have a responsible person to schedule

the work load to that machine and to monitor the working
hours and output from that work center. It can refer to a
department also.
This field can be used for reporting purpose also.
SCENARIO
Create a work center responsible person for plant IND6.
INSTRUCTIONS

lists and PRTs Æ Work Centers Æ General Data Æ Define
Employees Responsible for Work centers
Click
Click
Update the Following fields
Field Description
Plant Name of the plant e.g. IND6
Person Responsible Three digit alpha numeric
entry to mention the
responsible person to the
work center. E.g. IN1
Person responsible description Detailed description of the
person responsible. E.g. Water
line Area
Click Save .

Transaction
When creating the work center, person responsible has to be

entered.
3. Task List
Maintenance task lists defines a sequence of activities to be

carried out to perform maintenance task. It helps to
standardize the repeatedly performed tasks more orderly and
effectively.
Task list can be used in following area in PM
9 Planned maintenance
9 Ongoing maintenance
Important information in the Maintenance task lists are
9 Required Tools (PRT)

9 Work steps
9 Time required performing the work
Three types of maintenance task lists are:
9 Equipment Task List

9 Functional Location Task List
9 General Maintenance Task List
Hope you got an idea about task list. Let us look into its
configuration details now.
3.1 Define Task List usage keys
BACKGROUND
This configuration setting enables to define the task list usage

to the work center.
Usage of work center to the specific task list (i.e. only in the
maintenance task list) can be defined to restrict its usage.
SCENARIO
Define the work center usage to the specific task list types.
INSTRUCTIONS

lists and PRTs ÆWork Centers Æ Task list Data Æ Define task
list usage keys.
Click
Select
Double click Task list type
Click
Field Description
Task List type A for General maintenance
task list
E – Equipment task list
T – functional location task
list
Click Save .

Transaction
When creating Work center usage is to be mentioned as 004.
Once this is maintained, then it will not be possible to use this

Work center in Master Recipe or in Rate routing.
3.2 Maintain Control keys
BACKGROUND
This configuration setting enables to define control key.
Control key governs
• Scheduling of operation
• Cost calculation for an operation
• Capacity calculation for an operation
• Confirmation for an operation
Control key is mapped with the work center in the task list
(i.e. in the routing and in the master recipe).
SCENARIO
Create a control key with confirmation as mandatory and it

should calculate the cost and capacity, it should also schedule
the operation.
INSTRUCTIONS

lists and PRTs ÆWork Centers Æ Task list Data Æ Define
control keys.
Click
Click
Field Description
Control Key Enter any alphanumeric four
digit key. E.g. YPM1
Description Maintain description of this
control key. E.g.
Sched,capacity,Cost,
Mustconfirm
Indicators Tick the check box as shown
above in the screen.
Tick in the Check box will
perform the respective
function to the operation /
phase which is having this
control key.
Click Save .
Click to maintain any long text to this

control key.
Maintain the long text.
Click Save .
Click
Click if you get the Other language screen.
Click Save .
Transaction
Link between control key and Transaction:-
Control key is attached in the task list with work center

for each operation
While performing order creation, confirmation, MRP run

system will behave according to this configuration
setting.
3.3 Define Task List status
BACKGROUND
This configuration setting enables to define the routing status.
Task list status helps to use the task list only for specified
purpose. I.e. it use can be restricted only for costing purpose
till the costing trial is completed.
Task List status can be
In Process
Released for costing only
Released for production
Selection of routing during plant maintenance order creation

is based on the task list status.
Task list status has to be maintained in the header.
SCENARIO
Create a task list status.
INSTRUCTIONS

lists and PRTs ÆTask Lists Æ General Data Æ Maintain Task
List status.
Click
Click

Field Description
Status number Enter numeric value
Description Description of the status
number. E.g. Under creation,
or only for costing.
RelInd Released Indicator, when this
is set, routing will be used in
Orders.
Costing Indicates, task list is released
for costing.
Consistency Chk Consistency check is carryout
automatically when saving.
Click Save .

Transaction
While creating the task list, this status is maintained.

3.4 Define Task List usage
BACKGROUND
This configuration setting enables to define task list usage.
Task list usage defines its specific purpose.
There are four important usage of task list.
• Production usage
• Costing only
• Sales and Distribution
• Universal ( all purpose)
SCENARIO
Discuss task list usage. Standard setting is sufficient to work

with.
INSTRUCTIONS

lists and PRTs ÆTask Lists Æ General Data Æ Define Task
List usage.
Click
Click to create new entry.

Field Description
Usage Enter the usage number. Any
numeric number. E.g. 3
Description Description of the usage. E.g.
Universal
Click Save .

Transaction
Usage of task list has to be mentioned while creating.

3.5 Define Profiles with default values
BACKGROUND
This configuration setting enables to define the profile. Profile

contains certain default values which are used when creating
maintenance task list.
Details in the profiles are:-
9 Operational increment
9 User defined field key
9 Default UOM for work
9 Purchase org. for external processing
9 Currency
9 Vendor
9 Usage
9 Status
SCENARIO
Create profile ZPM1.
INSTRUCTIONS

lists and PRTs ÆTask Lists Æ Control Data Æ Define profiles
with default values.
Click
Click
Fields are self explanatory, not explained.
Click

Transaction
When creating maintenance task list, profiles can be used as
an optional.
3.6 Define User Fields
BACKGROUND
This configuration setting enables to define user fields.
User field can be used in the operation heading in the task list
to define your own reference data.
Maximum of six fields can be defined through the user field.
SCENARIO
Create user defined field.
INSTRUCTIONS

lists and PRTs ÆTask Lists Æ Operation Data Æ Define User
fields
Click
Click

Field Description
Field Key Enter the name of the field.
E.g. OPERDT
Description of the field key Enter the description. E.g.
Operation detail user field
Maintain the text field as shown above

Transaction
User field may be maintained at task list operation level. Below

screen shows the user field, where the details of created by
and other details can be maintained.
4. Production Resource Tools
Production Resource tools are used to perform the

maintenance task and production task. PRTs used in
production may have to be checked for as a preventive
maintenance process.
PRTs are normally assigned to the task list and production

routing or master recipe.
It is possible to monitor the PRT usage based on hours or

number of times used.
Settings related to PRTs are defining the PRT usage, PRT

control key and defining formula for PRT.
Let us discuss that one by one.

4.1 Define PRT status
BACKGROUND
This configuration setting enables to define the PRT status.

Status of PRT restricts its usage in the functional application.
PRT status must be “available” for its to be used in the

business
SCENARIO
Define the PRT status for plant IND6
INSTRUCTIONS

lists and PRTs ÆTask Lists Æ Production Resource/Tool Æ
General Data Æ Define PRT status
Click
-- indicates PRTs to be allowed for planning
-- indicates PRTs available for use.
Click

Transaction
4.2 Define PRT control Keys
BACKGROUND
This configuration setting enables to define PRT control key.
PRT control key controls following functions of PRT
9 Scheduling
9 Costing
9 Printing
9 Completion confirmation
SCENARIO
Define PRT control keys
INSTRUCTIONS

Production Resource/Tool assignment Æ Define PRT Control
Keys
Click
Click

Field Description
Key identifying the PRT
control key. E.g. ZIN6
Description: IND6 all function
Tick the all check box to
activate all functions. i.e to
Schedule
Calculate cost
Order PRT Confirmation
To print additional info
attached to the PRT
PRT printed on the Shop
floor paper.
Click

Transaction
Control key created here is maintained in the PRT.

4.3 Set Formula parameters
BACKGROUND
This configuration setting enables to define the parameter for

the formula.
Formulas are to be defined to calculate
Cost
Capacity requirements
Schedule the operation
Formula parameter will be used in the formulas. Formulas are

used in the work center capacity view, scheduling view and
costing view to
Calculate capacity
Schedule the operation
Calculate the activity cost.
SCENARIO
Discuss the formula parameter.
INSTRUCTIONS

Production Resource/Tool assignment Æ Formulas Æ set
formula parameters
Click
Click
Field Description
Parameter Parameter to hold the value.
Any alphanumeric six digit
may be entered. E.g. LABOUR
Origin Place where from the value is
to be taken. E.g. To indicate
value to be taken from task
list maintain 2 in this field.
Short key word Short description
Key work Key word to identify
Dimension Dimension of the parameter.
E.g. Any thing related to
Duration may have TIME as
dimension.
Standard Value Unit Unit of this parameter. E.g.
Time dimension may have
unit as MIN.
Note: - If any parameter for which there is no unit, it may be

mentioned as no unit.
Click Save .

Transaction
This formula parameter is used in defining formulas.

4.4 Configure formula definition
BACKGROUND
This configuration setting enables to define the formulas.
Formulas are used in
• Calculate capacity requirement
• Count the usage quantity for PRT
• Calculate the cost
Formulas will be assigned in the PRT.
SCENARIO
Create the formula to calculate the used quantity.
Note: - standard formula given by SAP will meet many

requirements. Let’s discuss the standard formula.
INSTRUCTIONS

Production Resource/Tool assignment Æ Formulas Æ
Configure formula definition
Click
Click Pagedown to Locate PRT formula
Double click
Note: - Formula to count the PRT usage.

Note:-
SAP_11 is the operation split
SAP_15 is the standard value quantity.
Operation split * quantity gives the total quantity
Click

Transaction
Formula defined here used in PRT.

5. Serial Number Management
Serial number management permits to distinguish between

individual items of a material which are handled with single
item code number.
The serial number profile defines how and under which

conditions a serial number is assigned for a material.
Serial number can be assigned to the material at different
transactions. E.g. During GR.
Let us look at an example to have better understanding.
Example
Assume we purchase three different types of pumps. Material

record may be available for each type of pump or it can be only
one record for pumps if is of same types only the
manufacturer is different.
For the purpose of control and traceability, it is required to

monitor which manufacturer pump is supplied to the
customer and with which serial number. It is therefore
required to assign a serial number to the customer delivery in
addition to the material number.
A serial number master record is created with the assignment

of the serial number. It may be necessary to enter equipment
master records for materials that have already been serialized
and delivered to customers.
Serial numbering process:-

¾ Serial number profile created
¾ Serial number profile assigned to the material master at
plant level (storage 2 view)
¾ It is plant specific.
5.1 Define Serial Number Profile
BACKGROUND
This configuration setting enables to define the Serial number

profile.
Serial number profile must be assigned to material which is to

be handled with serial number. It is a plant level assignment.
It is possible to assign different profile in different plants.
Serial number profile controls

9 Assignment of serial numbers
9 Requirement of serial number to equipment type
9 System control on stock validation
9 Serial number proposal with equipment category
SCENARIO
Create Serial number profile for IND6 plant application
INSTRUCTIONS

customer servicesÆ Master Data in Plant maintenance and
customer service Æ Technical objects Æ Serial number
management Æ Define serial number profiles
Click
Click

Field Description of field and value
Key identifying the serial
number profile. E.g. IND6
Text for serial number profile.
E.g. Equipment Sl.No.IND6
Tick in this check box will make
serial number mandatory before
performing the transaction. If it
is not ticked, serial number can
be assigned later.
E.g. Tick this check box for our
example purpose.
Equipment category to which
the serial number assignment
must be proposed. If not
specified, serial number from
internal number range will be
assigned automatically. E.g. Y
to pop up the serial number for
equipment category with Y.
Stock validation. Leave it blank.
Available entries are
Click
Select the above created row
Double click in the left side of the screen

Click

Field name Field description and value
Serial number assignment
procedure. I.e indicating the
business transaction at which
the serial number is to be
assigned. Available entries are
Select QMSL – to maintain the

serial number when
performing inspection for
equipment.
Indicating the assignment of
serial number as mandatory,
optional. Available entries are
Let us select Optional.

Assignment of serial number
to equipment master record.
01 – Serial number can be

assigned later
02 – Serial must be assigned
at the time of equipment
creation.
Note: - This setting can NOT
be changed later.
Click
Click

Transaction
Serial number profile defined here can be maintained in the

material master storage 2 view.
Also when making GR, serial number has to be assigned.
5.2 Define Serialization Attributes for Movement types
BACKGROUND
This configuration setting enables to define the Serial number

attributes for movement type wise.
It is possible to define a different procedure to different

movement types. By this, serial number assignment during
goods movement can be controlled per movement type wise.
SCENARIO
Discuss serialization attributes for movement types
INSTRUCTIONS

management Æ Define serialization Attributes for movement
types
Click
Double click
Click

Field name Field description and value
Key identifying the profile
already created. E.g. IND6
Procedure to be applicable.
E.g. MMSL
Movement type group for
serial number profile. Four
digit key linking Profile,
procedure and other control.
Indicating the assignment of
serial number as mandatory,
optional. Available entries are
Let us select Optional.

Assignment of serial number
to equipment master record.
01 – Serial number can be

assigned later
02 – Serial must be assigned
at the time of equipment
creation.
Note: - This setting can NOT
be changed later.
Click
Click
Double click
Assign the key mentioned under in the previous

setting. E.g. key 561 maintained in the previous setting.
By this that procedure and serial number creation control will

be more specific to movement type.
If for a specific movement type, if the serial number is to be
optional it can be done through this settings.

Transaction
Serial number requirement for each movement type will be

required according to the settings maintained here.
5.3 Deactivate lock for internal assignment of serial
numbers
BACKGROUND
This configuration setting enables to define the locking control

of object when assigning the serial to an object.
This setting is to enable or disable multi user to work on an

object when serial number is being assigned to it.
SCENARIO
Discuss the setting
INSTRUCTIONS

management Æ Deactivate lock for internal assignment of
serial numbers
Click
Tick in the check box will unlock the master record while
assigning the serial number.
This setting is at equipment category level.

PM Config Master Data

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SAP PM Configuration

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1.1 Set Modification parameters............................................................................................... 5

1.2 Define BOM Status .................................................................................................................. 8

1.3 Define BOM Usage.................................................................................................................. 11

1.4 Define Default values for item status ........................................................................... 15

1.5 Define Valid Material type for BOM Header ............................................................... 19

1.6 Define Item category ............................................................................................................ 22

1.7 Define Material types allowed for BOM item ............................................................. 25

1.8 Define Spare Parts Indicator............................................................................................. 28

1.9 Define Priorities for BOM usage ...................................................................................... 30

1.10 Define user specific setting ............................................................................................... 34

2.2 Define Field Selection.......................................................................................................... 43

2.3 Set Parameters ........................................................................................................................ 48

2.4 Define Standard value keys ............................................................................................... 52

2.5 Define employee responsible for work center ........................................................... 56

3. TASK LIST .............................................................................................58

3.1 Define Task List usage keys .............................................................................................. 59

3.2 Maintain Control keys ......................................................................................................... 62

3.3 Define Task List status........................................................................................................ 67

3.4 Define Task List usage ......................................................................................................... 69

3.5 Define Profiles with default values................................................................................. 71

3.6 Define User Fields .................................................................................................................. 73

4.1 Define PRT status .................................................................................................................. 78

4.2 Define PRT control Keys..................................................................................................... 81

4.3 Set Formula parameters...................................................................................................... 83

4.4 Configure formula definition ............................................................................................ 87

5. SERIAL NUMBER MANAGEMENT ....................................................92

5.1 Define Serial Number Profile............................................................................................. 93

5.2 Define Serialization Attributes for Movement types.............................................. 98

A Bills of Material is a collection of item for manufacturing or

In PP point of view, BOM is a data where the entire list of

In PM, BOM is used to maintain the required component to

First two can be termed as technical object BOM. It is mainly

Two types of assignment of BOM to technical object is

In direct assignment method, BOM is created directly for

In indirect assignment method, BOM created for material

The indirect assignment method helps to group several similar

This configuration setting enables to define modification

BOM modification parameters contains

Validity period maintenance

Standard setting is sufficient to work with. We shall discuss

Discuss parameter settings.

Follow the Menu Path: IMGÆPlant Maintenance and

Impact of this configuration in Master Data /

System BOM validity period and other parameters will behave

This configuration setting enables to define BOM status.

BOM status is used to define whether the BOM can be used by

¾ In the costing areas in a company, the BOM is exploded

¾ In MRP, the following indicators are checked directly from

- Released for orders

BOM status defines whether the BOM is active or inactive.

BOM need to be created for certain for product whose BOM

While it is in preparation it is required not to be used by any

Follow the Menu Path: IMGÆPlant Maintenance and

…..continuation of the above screen’s right side balance

3. Enter usage value. E.g. 6.

4. Leave all the check box as EMPTY.

Impact of this configuration in Master Data /

BOM with status 6 can not be used for any application.

This configuration setting enables to define Bill Of Material

BOM usage defines the usage of BOM in specific application

Example, there can be a separate BOMs for

¾ The design BOM includes all the components of the

The fully qualified (non-generic) entries are checked first.

You can define that the use of the material type in

Non-generic entries are checked first. The generic entries