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© Copyright 1998 SAP AG. All rights reserved.
No part of this brochure may be reproduced or transmitted in any form or for any purpose without
the express permission of SAP AG. The information contained herein may be changed without
prior notice.
SAP AG further does not warrant the accuracy or completeness of the information, text, graphics,
links, or other items contained within these materials. SAP AG shall not be liable for any special,
indirect, incidental, or consequential damages, including without limitation, lost revenues or lost
profits, which may result from the use of these materials. The information in this documentation is
subject to change without notice and does not represent a commitment on the part of SAP AG for
the future.
Some software products marketed by SAP AG and its distributors contain proprietary software
components of other software vendors.
Microsoft®, WINDOWS®, NT®, EXCEL® and SQL-Server® are registered trademarks of
Microsoft Corporation.
IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®,
AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.
OSF/Motif® is a registered trademark of Open Software Foundation.
ORACLE® is a registered trademark of ORACLE Corporation, California, USA.
INFORMIX®-OnLine IRU6$3 is a registered trademark of Informix Software Incorporated.
UNIX® and X/Open® are registered trademarks of SCO Santa Cruz Operation.
ADABAS® is a registered trademark of Software AG.
SAP®, R/2®, R/3®, RIVA®, ABAP/4®, SAP ArchiveLink®, SAPaccess®, SAPmail®,
SAPoffice®, SAP-EDI®, R/3 Retail®, SAP EarlyWatch®, SAP Business Workflow®, ALE/WEB,
Team SAP, BAPI, Management Cockpit are registered or unregistered trademarks of SAP
AG.
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Planning Functions ................................................................................................................... 15
Processing Functions ............................................................................................................... 16
Settlement Functions................................................................................................................ 17
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Header Data ............................................................................................................................. 19
Location and Account Assignment Data .................................................................................. 20
Object Data............................................................................................................................... 21
Cost and Settlement Data ........................................................................................................ 22
Operation Data ......................................................................................................................... 23
Administrative Data and Control Parameters ........................................................................... 24
Default Values for the Order..................................................................................................... 25
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Example of a PM Order for a Notification................................................................................. 32
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Example of Creating an Order Directly From a Notification ..................................................... 34
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Example of an Independent PM Order..................................................................................... 36
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Example of a Different PM Planning Plant ............................................................................... 39
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Planning With Operations......................................................................................................... 50
Planning With Sub-Operations ................................................................................................. 52
Specifying an Assembly ........................................................................................................... 53
Describing the Work Steps ....................................................................................................... 54
Describing an Operation Using a Short Text ...................................................................... 55
Describing an Operation Using a Long Text ....................................................................... 56
Describing an Operation Using Standard Texts.................................................................. 57
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Assigning Work Centers ........................................................................................................... 58

Qualification/Suitability ........................................................................................................ 59
Specifying Qualifications ................................................................................................ 60
Specifying Suitability ...................................................................................................... 61
Example: Qualifications.................................................................................................. 62
Example: Suitability........................................................................................................ 63
Specifying a Control Key .......................................................................................................... 64
Specifying the Execution Factor ............................................................................................... 65
Example: Execution Factor ................................................................................................. 67
Entering Further Data ............................................................................................................... 68
Implementing Capacity Planning and Capacity Leveling ......................................................... 69
Selecting Capacity Planning for Plant Maintenance ........................................................... 72
Deallocating Individual Operation Splits.............................................................................. 73
Splitting and Dispatching Individual Operation ................................................................... 74
Splitting Several Operations at the Same Time and Dispatching Automatically................. 75
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Example: Sub-Orders ............................................................................................................... 77
Creating a Sub-Order ............................................................................................................... 78
Displaying Sub-Orders ............................................................................................................. 79
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Assigning Stock Material .......................................................................................................... 82
Assigning Non-Stock Material .................................................................................................. 83
Assigning Raw Material ............................................................................................................ 85
Assigning Text .......................................................................................................................... 86
Deleting the Material Assigned................................................................................................. 87
Displaying Assigned Materials ................................................................................................. 88
Checking Material Availability................................................................................................... 89
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Example: Permits ..................................................................................................................... 91
Assigning Permits..................................................................................................................... 92
Example: Permits in an Object Hierarchy ........................................................................... 93
Example: Class Selection of Permits .................................................................................. 94
Assigning Permits Manually ................................................................................................ 95
Issuing a Permit........................................................................................................................ 96
Canceling an Issued Permit ..................................................................................................... 97
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Graphic: Estimating Costs for a PM Order ............................................................................. 102
Requirements for Estimating Planned Costs.......................................................................... 103
Estimating Planned Costs ...................................................................................................... 104
Displaying Costs at Cost Element Level ................................................................................ 105
Displaying Costs at Value Category Level ............................................................................. 106
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Receiver Types....................................................................................................................... 108
Defining the Settlement Rule.................................................................................................. 109
Budget Control Using Parallel Project Account Assignment .................................................. 111
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Types of Relationship ............................................................................................................. 114
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Relationship Time Intervals .................................................................................................... 116

Creating Relationships ........................................................................................................... 117
Requirements for Creating Relationships ......................................................................... 118
Creating Relationships Using the Graphics Function ....................................................... 119
Example: Creating Relationships Using the Graphics Function .................................. 121
Creating Operations Using the Graphics Function ...................................................... 122
Creating Relationships Using the List Function ................................................................ 123
Networking Several PM Orders Using Relationships........................................................ 124
Changing Relationships.......................................................................................................... 126
Displaying Relationships ........................................................................................................ 127
Deleting Relationships............................................................................................................ 128
Carrying Out a Loop Analysis................................................................................................. 129
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Scheduling Requirements ...................................................................................................... 131
Important Scheduling Data ..................................................................................................... 132
Maintaining Scheduling Data.................................................................................................. 133
Graphic: Overview of Scheduling Types ........................................................................... 135
Example: Automatic Calculation of Execution Duration.................................................... 136
Example: Entering the Execution Duration Manually........................................................ 137
Scheduling the PM Order ....................................................................................................... 138
Scheduling a PM Order in the Header Data Screen or the Operation Overview.............. 139
Scheduling a PM Order in the Structure Graphic.............................................................. 140
Scheduling Networked PM Orders.................................................................................... 141
Copying Project Dates When Assigning a PM Order............................................................. 143
Displaying Order Start/End Dates .......................................................................................... 145
Displaying Operation Dates.................................................................................................... 146
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Entering Partner Data............................................................................................................. 150
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Selection Functions ................................................................................................................ 159
Example: Operation Selection........................................................................................... 162
Example: Work Center Selection ...................................................................................... 163
Example: Renumbering..................................................................................................... 164
Example: One-Time Complete Inclusion........................................................................... 165
Example: Operation Sorting .............................................................................................. 166
Example: Change of Work Center .................................................................................... 167
Setting Selection Functions .................................................................................................... 168
Including a Task List Directly.................................................................................................. 169
Selecting and Including an Object-Specific Task List ............................................................ 170
Selecting and Including a General Maintenance Task List .................................................... 171
Adapting a Task List ............................................................................................................... 173
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Displaying Included Maintenance Task Lists ......................................................................... 174

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Effects of Assigning Stock Items ............................................................................................ 177
Effects of Assigning Variable-Sized Items ............................................................................. 178
Effects of Assigning Non-Stock Items .................................................................................... 179
Graphic: External Procurement Processing ...................................................................... 180
Effects of Assigning Text Items .............................................................................................. 181
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Assigning Bill of Material Components................................................................................... 183
Displaying Assigned BOM Components ................................................................................ 184
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Assigning PRTs to an Operation ............................................................................................ 187
Graphic: Assignment of PRTs to Order Operations.......................................................... 189
Deleting PRTs from an Operation .......................................................................................... 190
Using Quantity Management for PRTs................................................................................... 191
Scheduling PRTs.................................................................................................................... 192
Checking the Availability of PRTs .......................................................................................... 193
Checking PRT Availability in the Operation ...................................................................... 194
Checking PRT Availability for the Entire Maintenance Order ........................................... 195
Checking PRT Availability Upon Order Release............................................................... 196
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Printing Shop Papers According to System Settings ............................................................. 202
Printing Shop Papers with Individual Settings........................................................................ 203
Making Fax and/or Print Entries ............................................................................................. 204
Printing Shop Papers for Individual Operations ..................................................................... 205
Reprinting Shop Papers ......................................................................................................... 206
Delta Printing .......................................................................................................................... 207
Storing Shop Papers in ArchiveLink....................................................................................... 209
Call Up Print Preview.............................................................................................................. 210
Calling Up the Print Log.......................................................................................................... 211
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Creating Purchase Requisitions ............................................................................................. 217
Changing Order Data Relevant to Purchase Orders.............................................................. 218
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Completing a Maintenance Order Technically ....................................................................... 223
Resetting a Technical Completion.......................................................................................... 224
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Performing the Business Completion of a Maintenance Order .............................................. 226
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Settlement Example ............................................................................................................... 235
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Assigning Individual Operations or Sub-Operations Externally.............................................. 240
Assigning the Entire Order Externally .................................................................................... 242
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External Processing Data for an Operation............................................................................ 244
Ordering External Services..................................................................................................... 245
Confirming External Services ................................................................................................. 246
Invoice Receipt and Debiting the Maintenance Order............................................................ 247
Settling External Services....................................................................................................... 248
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Creating a List and Selecting Orders ..................................................................................... 256
Printing Shop Papers for Several Orders at Once ................................................................. 257
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Displaying Status Information and Allowed Operations ......................................................... 262
Displaying a General Overview of Active Statuses ................................................................ 263
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Create Refurbishment Order .................................................................................................. 279
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The PM System supports the entire plant maintenance department in planning, processing and
settling maintenance tasks. You can enter, plan, monitor and report all the tasks to be carried out
by the plant maintenance department. This includes both tasks that are not planned or that are
due to malfunction, and regular maintenance and inspection measures.
Maintenance processing (PM processing for short) in the PM System covers several levels which
need not necessarily all be processed in full. Each company can determine its own maintenance
processing procedures according to its requirements.
Elements of PM Processing [Page 10]
Main Steps in PM Processing [Page 11]
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Maintenance processing for unplanned tasks consists of three essential elements:
• Maintenance notification
− Reports a malfunction at a technical object
− Requests maintenance tasks
− Describes the condition of a technical object
• Maintenance order
− Plans the execution of maintenance tasks
− Monitors the work progress
− Allocates the costs for the maintenance task
• Maintenance history
− Stores important PM data on a long-term basis
− Makes this data available for evaluations at all times
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The processing of unplanned maintenance tasks in the PM System can be subdivided into the
following steps:
1. Notification of a malfunction or a defect in a system or part of a system, in other
words, a description of the system condition
2. Requesting a maintenance task
3. Creating a maintenance order and planning the task
4. Releasing the maintenance order
5. Executing the order
6. Completing the task and confirming that the order has been completed
7. Entering technical information such as findings, causes and downtimes
8. Completing the maintenance notification and the maintenance order, storing the
relevant data for evaluations and for planning future maintenance activities
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Malfunction, error
Request Requesting a Releasing the
Create the order Execution
Activity maintenance task Planning the task order - material issue
PM Notification - who
- when, for how long
- procuring PRTs
- work steps
- what - what steps
- when - account assignment
Completion
- where - resources
- technical Completion
information Technical information confirmation
- breakdown - breakdown
- causes
- objects affected
- activities

PM History
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Steps 1, 2 and 7 refer to the maintenance notification and are described in 300DLQWHQDQFH
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Steps 3, 4, 5 and 6 refer to the maintenance order and are described in this document.
Step 8 refers to the maintenance notification and the maintenance order, and is described in 30
0DLQWHQDQFH1RWLILFDWLRQV for notifications and in this document for maintenance orders.
The maintenance history is described in the document 300DLQWHQDQFH+LVWRU\.
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Regular maintenance tasks are described in detail in 300DLQWHQDQFH3ODQQLQJ.
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The person or the department reponsible for carrying out these steps, and the level of detail of
the data that has to be entered for the individual steps, varies depending on the organization of
your company and in particular of your maintenance department.
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If, for example, a technical object malfunctions or is damaged, maintenance tasks may have to
be carried out to restore the ideal condition of the object.
You make the initial request for the necessary tasks using a maintenance notification.
However, to plan the necessary tasks in detail and to monitor their processing, you need to use a
maintenance order. You can choose whether to refer the maintenance order to the relevant
maintenance notification or not.
Functions of the Maintenance Order [Page 14]
Completion of a Maintenance Order [Page 26]
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In the malfunction report, you describe the current condition of a technical object and outline the
maintenance tasks required; in the maintenance order you can describe the repairs required in
greater detail.
The system provides a wide range of functions for planning, processing and settling the order:
• Planning Functions [Page 15]
• Processing Functions [Page 16]
• Settlement Functions [Page 17]
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The following functions are available in the maintenance order to help you plan maintenance
tasks. You can:
• Schedule the tasks for one or more technical objects.
• Describe the tasks to be carried out in detail.
• Specify which work centers are to carry out the tasks.
• Describe the individual operations which are to be carried out in detail and specify the
planned execution time and the number of persons involved.
• Plan materials, using object-specific bills of material if required.
• Specify the settlement rules.
• Include task lists in the PM order to assist in preparing the maintenance task.
• Plan the tasks to be carried out by your own employees or an external company.
Processing Functions [Page 16]
Settlement Functions [Page 17]
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The following functions are available in the maintenance order to help you carry out the
maintenance task and monitor the work. You can:
• Print shop papers for the maintenance order.
• Make planned or unplanned material withdrawals from the warehouse for the order.
• Enter confirmations which document the work progress.
Planning Functions [Page 15]
Settlement Functions [Page 17]
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You can settle the costs resulting from a maintenance task in one of the following five ways:
• To a cost center
• To a fixed asset
• To a project
• To another order
• To a G/L account
Planning Functions [Page 15]
Processing Functions [Page 16]
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Header data is information which is used to identify and manage the maintenance order and
applies to the whole order. Header data is contained in the header of every maintenance order
and comprises:
• Number, description and type of order
• Assignment to a main work center and, where necessary, to a person responsible for
the order
• Schedule dates for order execution, priority of the task, allocation to a revision
• Reference object (see object data [Page 21].)
• Administrative data
− Name of the person who created and last changed the maintenance order
− Dates the order was created and last changed
• Maintenance activity type
• Regular maintenance data
The order header also contains additional data, including the following:
• Special allocations valid for the maintenance order (for example, company code,
allocation group, profit center and WBS element)
• Dates (start/end dates, scheduled dates and actual dates)
• Notification number, if the maintenance order was created with reference to a
notification
On the central header data screen, you will also find the first order operation.
A customer enhancement is available for the order header:

You can make customer-specific enhancements in the table of order headers
using the customer enhancement IWO10018. The new fields can be maintained
on their own screen.
Before you use the enhancement, read the corresponding documentation.
To do this, from the initial SAP screen, choose 7RROV→$%$3:RUNEHQFK→
8WLOLWLHV→(QKDQFHPHQWV→'HILQLWLRQ.
Enter the name of the enhancement.
Then select 'RFXPHQWDWLRQ and choose 'LVSOD\.
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The system copies the location data and the default account assignment from the master record
of the reference object; this is valid for the entire maintenance order:
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Location data This describes where the functional location or the equipment is
sited within the company.
Account assignment data This specifies the account to which the maintenance costs are
normally to be debited. It is proposed from the master record of
the reference object and can be changed when you maintain
the first settlement rule for the order.
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As a rule, a maintenance order refers to one or more objects, where the term "object" can mean
the following:
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Functional locations You enter these in the order header as reference
objects and/or in the object list.
Equipment
You can display further information on the reference
Assemblies
object for a maintenance order (for example, existing
Material (if necessary, with serial maintenance notifications or orders for the object,
number) inclusion in an object structure or object network and
so on) using object information.
To do this, in the header data screen, select ([WUDV
→5HIREMHFW→2EMHFWLQIRUPDWLRQ.
Maintenance notifications You enter notifications in the object list. If the
notifications refer to functional locations, equipment,
assemblies or materials, then these objects appear in
the list in addition to the notification number.
A notification appears automatically in the object list
and on the order header if the order has been
created with reference to it.
Objects without master record In this case you do not enter any of the objects listed
above. Instead, you must maintain location and
account assignment data for the order manually.
You create a maintenance order for sweeping a hall.

No technical object master record has been created
in the system for the hall.
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The Object List [Page 43]
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This data tells you:
• The planned and actual costs in the value categories for this order
• Whether the costs are to be settled to a cost center, an asset, an order or a project
• Which cost elements are relevant for the order
• Which key figures from the Plant Maintenance Information System are updated using
the value categories, and how these key figures are updated by the actual order costs
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Using operations, you describe the work to be done when carrying out the maintenance order.
Operations can be subdivided into sub-operations.
Operation data can be subdivided into the following three groups:
• Data contained in both operations and sub-operations
• Data contained only in operations
• Data contained only in sub-operations
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The following data is contained in both operations and sub-operations:
• General data
This includes, for example, a description of the work to be carried out, the work center
that is to carry out the work and the operating condition of the object while the work is
being carried out.
• Standard values
This includes data that refers to the type of work to be carried out, the amount of work
and the time required.
• Wage data
This data refers to the qualifications required of the persons carrying out the work and
their wages.
• External processing data
This data is specified if an operation is to be carried out by an external company.
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Operations contain data relevant to scheduling. This includes:
• The length of the operation
• Date restrictions
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Since sub-operations are not scheduled using the scheduling function, they only contain the
intervals for the tasks they describe relative to the start and end dates of the operation to which
they belong.
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The administrative data and control parameters of a maintenance order contain the following
information:
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Administrative data This indicates when the maintenance order was created and changed
and by whom.
This data is entered automatically by the system and cannot be
changed.
Profiles These propose certain order data:
• When using external materials
• When processing operations externally
• During processing (for example, key word ID,
calculation key, relationship view)
Parameters This involves data that is either determined or proposed on the basis
of the order type you selected. It concerns, for example, costing, user
status and settlement.
You can specify the data in the order yourself for certain parameters,
or change the default values.
Planning indicator This indicates whether the order is planned, unplanned or a rush
order. This indicator is important for later order evaluations.
This indicator is proposed automatically by the system, depending on
the order type. You can change it if necessary.
Administrative data and control parameters are displayed on a separate screen in the order. You
call it up with +HDGHU → $GPLQ'DWD3DUDPHWHUV.
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You use this function to:
• Prespecify certain constant data as default values for the order you are creating
• Set certain user-specific process flows in the system
This makes it easier to enter the data and accelerates the implementation of the order entry.
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You can define define default values in the system for the following data groups and functional
process flows:
• General default values
This relates to data which should be provided as default values for fields that involve
processing and organization.
• Data for the reference object
This relates to data which should be provided as default values for field that involve
the order reference object. Here you can also define which view of the reference
object should be provided on the initial screen of the order.
• Control data
Here you can define which system process flows should be valid if you:
− Put the order in process
− Maintain the settlement rule for the order
− Copy the task lists into the order
• External processing data
external service and procurement options.
• External procurement
purchasing data.
• Sales data
In the standard system, this tab page is only provided for service orders.
This relates to data which should be provided as default values for fields which
involve the sales organization.
$FWLYLWLHV
To select the tab page for the default values in the order, choose ([WUDV→6HWWLQJV→'HIDXOW
YDOXHV.
-XQH
You can create a maintenance order in response to one or more maintenance notifications. You
can also subsequently create a maintenance notification for a maintenance order that was
created directly, for example, in order to enter machine breakdown data or system availability
data with reference to the work carried out at particular objects.
Both the maintenance notification and the maintenance order are completed, once the repairs
that were requested have been carried out. There are two completion procedures:
• 7HFKQLFDO completion
For information on this, refer to Technical Maintenance Order Completion [Page 221]
• %XVLQHVV completion
For information on this, refer to Business Completion of a Maintenance Order [Page
225]
-XQH
7KH:RUN&HQWHU
7KH:RUN&HQWHU
:KDWLVDZRUNFHQWHU"
Work centers in plant maintenance or service management generally involve groups of craftsmen
with a specific qualification. For example, there can be the following work centers for plant
maintenance or service management in a company:
:RUNFHQWHU $PRXQWRIODERU
Mechanics 1 4
Mechanics 2 4
Electronics 2
Machine center 2
,QGLYLGXDOFDSDFLW\PDLQWHQDQFHIRUWKHSODQWPDLQWHQDQFHZRUNFHQWHU
If you manage the individual employees in your company using the SAP human resources
system you can specify, for every work center, which individual capacities, that is people, work
there.
30:RUNFHQWHU (PSOR\HHV
Mechanics 1 John Searle
Mary Midgely
Donald Davidson
Elizabeth Anscombe
Mechanics 2 Janet Radcliffe-Richards
Robert Nozick
Judith Jarvis-Thompson
John Rawls
5HTXLUHPHQWVSURILOHVDQGTXDOLILFDWLRQVIRUWKHZRUNFHQWHU
You can enter requirements profiles and qualifications for every work center in plant maintenance
and service management:
:RUNFHQWHU 5HTPWVTXDOLILFDWLRQV
Mechanics 1 Welding exam
-XQH
7KH:RUN&HQWHU
Mechanics 2 Welding course
If an employee with particular qualifications is required in an operation for a plant maintenance

order, then the qualifications from the work center and the operation are combined to form an
overall qualification. The qualification of the individual employee at the work center is compared
to this overall qualification. The suitability of the employee depends upon how well the
qualification of the individual employee matches up to the overall qualification.
An employee who has passed a welding exam is required for an operation in a

plant maintenance order.
However, for the work center “Mechanics 2” to which an operation has been dispatched, only the
qualification “welding course” is valid. Since none of the employees at the work center
“Mechanics 2” has passed a welding exam, each of them only has a suitability level of 60% for
the operation to be processed.
-XQH
&UHDWLQJD302UGHU
&UHDWLQJD302UGHU
8VH
You can use this function to create maintenance orders in different ways in the system.
3UHUHTXLVLWHV
The different options are only available if the necessary settings are made in the Customizing of
Plant Maintenance.
)HDWXUHV
1. You create an order for a maintenance notification in order to plan the maintenance
tasks requested.
This procedure is advisable if maintenance tasks have been requested for a technical
object in a maintenance notification. If the maintenance planner determines that the
tasks requested should be planned and performed using a maintenance order, they
create a maintenance order for the notification. The reference object specified in the
maintenance notification automatically becomes the reference object of the order
(Example [Page 32]).
See Creating a PM Order for a PM Notification [Page 31].
2. You create an order directly from a maintenance notification.
This procedure is advisable in particularly urgent cases, in which you want to proceed
immediately with planning the maintenance tasks necessary (Example [Page 34]).
See Creating a PM Order Directly from a PM Notification [Page 33].
If you create an order from a notification or subsequently for a notification, the

order copies certain data (for example, work center, text, objects, dates) from the
notification.
3. You create an order directly as an independent order, without first creating a PM
notification.
This procedure is intended for persons who are authorized to create a maintenance
order directly and to plan the required maintenance tasks without first issuing a
malfunction report (Example [Page 36]).
See Creating a PM Order Without First Creating a Notification [Page 35].
Within the maintenance order, the person entering the data has the option of
creatiing a maintenance notification for this order at a later date, in order, for
example, to enter a damage description or a machine breakdown report.
4. You create an order and a notification together
-XQH
&UHDWLQJD302UGHU
This procedure is intended for persons who are authorized to create a maintenance
order directly and want to enter an order and certain notification data (malfunction
data, damage and notification dates) in one single work step.
See Creating a PM Order and Notification Together [Page 37]
5. You create an order for a planning plant which does not correspond to the one in the
master record of the reference object.
The maintenance planning plant responsible for planning the maintenance tasks for a
technical object is indicated in the master record of the technical object. When you
create a maintenance order for the technical object, the system automatically enters
the PM planning plant indicated in the master record in the maintenance order. In
certain cases, however, you may need to enter a different planning plant for a
particular technical object contained in an order (Example [Page 39]).
See Creating a PM Order With a Different PM Planning Plant [Page 38].
6. You create an order automatically from a maintenance plan.
In regular maintenance, for which you use maintenance plans, maintenance orders
are generated automatically from scheduled maintenance plans at regular intervals.
For information on how to create maintenance orders automatically from maintenance
plans, see the SAP document 300DLQWHQDQFH3ODQQLQJ.
7. You create a calibration order.
This can relate to an order generated for calibration inspection from a maintenance
plan or an order created directly for a calibration inspection.
See Creating a Calibration Order [Page 40]
For more information about calibration inspection, see the SAP document 40
4XDOLW\0DQDJHPHQW.
You FDQQRW remove the link between the PM notification and PM order in the
following cases:
• When the maintenance order was created directly from the maintenance
notification
• When the maintenance order is completed
• When the notification is entered in the order header
-XQH
1. In the initial SAP screen, choose /RJLVWLFV → 3ODQW0DLQWHQDQFH → 0DLQWHQDQFH
SURFHVVLQJ → 2UGHUV → &UHDWHQRWLILFDWLRQ.
You reach the screen &UHDWH302UGHUI1RWLILFDWLRQ,QLWLDO6FUHHQ.
2. Enter the order type and number of the maintenance notification for which you want to
create an order and choose &RQWLQXH.
You reach the header data screen for the new maintenance order. The system has
already entered the reference object of the maintenance notification as the reference
object of the maintenance order and copied other data such as the text, maintenance
planner group and start/end dates.
3. Enter any further relevant data and check the data copied from the notification.
4. Save the maintenance order.
To find out how to return to the maintenance notification from the maintenance order, see
Accessing a Maintenance Notification From an Order.
You can navigate as required between the order and notification. To do this, you
can use the pushbuttons 1RWLILFDWLRQ and 2UGHU.
Only when you save the order or notification, is:
• The order saved together with the notification
• The link between the notification and order saved
-XQH
([DPSOHRID302UGHUIRUD1RWLILFDWLRQ
An employee in production reports damage to equipment 100001234 by entering a malfunction
report in the system. The maintenance planner decides to plan and carry out the repairs using a
maintenance order and creates a maintenance order for the notification.
In the course of planning, the maintenance planner allocates three further malfunction reports
which include requests for similar tasks to the maintenance order. Equipment 100001234 from
the first maintenance notification remains the reference object in the maintenance order. The
object list contains the first maintenance notification for which the maintenance order was
created, as well as the three further maintenance notifications which were subsequently allocated
to the maintenance order.
-XQH
1. To create a PM notification, choose /RJLVWLFV → 3ODQW0DLQWHQDQFH→0DLQWHQDQFH
SURFHVVLQJ in the initial screen and then choose the required maintenance notification
type to create a maintenance notification under 1RWLILFDWLRQV.
2. Complete the screens of the maintenance notification as described in 30 -
0DLQWHQDQFH1RWLILFDWLRQV.
3. You now have the following options:
− &UHDWLQJWKHRUGHUIURPWKHQRWLILFDWLRQ
In the unsaved PM notification or in the saved notification, choose 1RWLILFDWLRQ →
)XQFWLRQV → 2UGHU → &UHDWH.
Complete the dialog box as required and choose &RQWLQXH
The system saves the maintenance notification and creates a maintenance order
for it. The system copies the reference object of the notification as the reference
object of the order as well as other data, for example, text, maintenance planner
group and start/end dates. The system informs you of the order number in an
online message. You can now select it in change mode and start the order
planning. To find out how to do this, see Planning in the PM Order [Page 48].
− &UHDWLQJDQGLPPHGLDWHO\SURFHVVLQJWKHRUGHUIURPWKHQRWLILFDWLRQ
In the unsaved PM notification or in the saved notification, choose 1RWLILFDWLRQ →
)XQFWLRQV → 2UGHU→&UHDWHQRWLILFDWLRQ.
Complete the dialog box as required and choose &RQWLQXH
You reach the header data screen of the new maintenance order. The system
has already entered the reference object of the notification as the reference
object of the order as well as copied other data, for example, text, maintenance
planner group and start/end dates. You can now start your order planning. To find
out how to do this, see Planning in the PM Order - Overview [Page 48].
You can navigate as required between the order and notification. To do this, you
can use the pushbuttons 1RWLILFDWLRQ and 2UGHU.
Only when you save the order or notification, is:
• The order saved together with the (if applicable, still unsaved) notification
• The link between the notification and the order saved
• The number of the notification entered in the order header, if the notification
had not been saved first
-XQH
([DPSOHRI&UHDWLQJDQ2UGHU'LUHFWO\)URPD1RWLILFDWLRQ
The maintenance planner responsible checks the newly-created PM notifications outstanding in
the system. A maintenance task needs to be planned and carried out immediately for one of the
notifications. The maintenance planner therefore creates a maintenance order directly from the
maintenance notification selected.
-XQH
&UHDWLQJD302UGHU:LWKRXW)LUVW&UHDWLQJD
1RWLILFDWLRQ
SURFHVVLQJ → 2UGHUV → &UHDWH
You reach the screen &UHDWH302UGHU,QLWLDO6FUHHQ
2. Complete the screen according to your requirements. Note that you have the option
of entering a reference order and changing the view of the reference object.
5HIHUHQFHRUGHU
You can also enter another order on the initial screen, which you want to use as a
reference for the new ordere. The system copies the planning data for operations,
material components, production resources/tools and external services from the
reference order as default values for the new order.
You cannot use historical orders as a reference.

9LHZRIWKHUHIHUHQFHREMHFW
– To display each business process appropriately, you can set the view of the
reference object in the initial SAP screen by choosing ([WUDV → 6HWWLQJV→
5HIHUHQFHREMHFWYLHZ. In the standard system, different versions are available,
for example:
– Functional location, equipment and assembly
– Material number and serial number
– Equipment
– Without reference object
3. Press ENTER.
You see the screen &UHDWH0DLQWHQDQFH2UGHU&HQWUDO+HDGHU.
4. If you entered a specific object for the new maintenance order, for example, a
functional location or piece of equipment, this is the reference object of the new
maintenance order. The system completes some of the header data fields with data
from the object master record. Check the data and complete any other relevant fields.
5. If you need more lines for the description than are available in the short text, call up
the long text editor with +HDGHU → /RQJWH[W.
You reach the text editor screen, where you can enter a long text for the order
header. Save the long text and return to the header data screen with *RWR → %DFN.
-XQH
([DPSOHRIDQ,QGHSHQGHQW302UGHU
An employee discovers some damage at a piece of equipment when a maintenance planner is
present. The maintenance planner does not enter a malfunction report in the system, but instead
immediately creates a maintenance order to plan the repair.
-XQH
3UHUHTXLVLWHV
In the Customizing of Plant Maintenance, you must have defined the following for an order type:
• That notification data can be entered on the header data screen of the order
• The type of notification that should be created in this case
3URFHGXUH
1. Choose /RJLVWLFV → 3ODQW0DLQWHQDQFH → 0DLQWHQDQFHSURFHVVLQJ → 2UGHUV →
&UHDWHJHQHUDOin the initial SAP screen.
2. Enter an order type for which it has been defined in Customizing that notification data
can be entered on the header data screen of the order.
3. Complete the screen according to your requirements, and proceed with the creation
of the order as described in Creating a PM Order Without First Creating a Notification
[Page 35].
4. Enter the required notification data on the header data screen of the order.
5. Save the order.
The system saves the orderand automatically creates a notification for the order
based on the data entered and the valid Customizing settings. The number of the
notification is contained in the order header.
-XQH
SURFHVVLQJ → 2UGHUV → &UHDWHJHQHUDO.
2. Complete the screen according to your requirements. Enter also the required
technical object that represents the reference object.
3. Enter the number of the different planning plant in the field 3ODQQLQJSODQW.
4. Press ENTER.
The system displays a dialog box, asking you to select either the PM planning plant
entered in the master record of the technical object, or the one you just entered.
You FDQQRW change the PM planning plant that you now choose for the PM order.
5. Select the correct planning plant.
You see the screen &UHDWH302UGHU&HQWUDO+HDGHU.
6. Complete the relevant fields in the header data screen.
If you need more lines for the description than are available in the short text, call up
the long text editor with +HDGHU → /RQJWH[W.
This takes you to the text editor screen, where you can create a long text for the order
header. Save the long text and return to the header data screen with *RWR → %DFN.
7. Save the PM order.
-XQH
([DPSOHRID'LIIHUHQW303ODQQLQJ3ODQW
An aircraft needs to be repaired. It is assigned to PM planning plant 0001 (Frankfurt Airport) in its
master record. However, the repair needs to be carried out in Great Britain. The plant responsible
for planning there is PM planning plant 0002 (Heathrow Airport). The maintenance planner
should therefore enter the different PM planning plant 0002 in the maintenance order for the
aircraft.
-XQH
8VH
You create a calibration order if you want to check the accuracy of a piece of test equipment or a
technical object.
• If you want to do this regularly, you use a maintenance plan which regularly creates
calibration orders.
To ensure that a caliper gauge measures exactly, you create it as a piece of

equipment and create a maintenance plan for it which regularly creates
calibration orders for the caliper gauge.
• If you do not want to do it regularly (= spontaneously), you create a calibration order
directly.
You determine that a caliper gauge is no longer measuring exactly. It must be

recalibrated. For this, you use a calibration order.
,QWHJUDWLRQ
The calibration inspection combines functions from the application components PM (Plant
Maintenance) and QM (Quality Management).
3UHUHTXLVLWHV
• You must define an internal order type for calibration orders in your system using the
Customizing function.
In the standard system, the order type 30 (calibration order) is used for this.
• The equipment, for which you want to create a calibration order, must be created as a
piece of test equipment. To do this, you must define a special equipment category for
test equipment in your system using the Customizing function.
In the standard system, the equipment category 4 (test equipment) is used for this.
• If you want to update the measurement documents as an automatic follow-up action
for the inspection lot:
− The characteristic entered in the measuring point/counter must have been
created using the classification system
− The measuring point/counter and the master characteristic must both be created
with reference to the same general characteristic of the classification system
• Using the Customizing functions for Quality Management, you must continue to
create the following prerequisites in your system:
− An inspection type for Plant Maintenance must be defined. This inspection type
must be created for origin (Plant Maintenance).
-XQH
In the standard system, inspection type 14 (inspection for Plant Maintenance) is

used for this.
The inspection type must be assigned to the order type for calibration orders
(order type 30 in the standard system) using the Customizing functions.
− An inspection point from the category (TXLSPHQW must be defined.
)HDWXUHV
2UGHU&UHDWLRQ
A calibration order can be created in two different ways:
• Automatically using a preventive maintenance plan (calibration plan)
You use a preventive maintenance plan to control how often the accuracy of a piece
of calibration equipment or technical object should be checked. If the preventive
maintenance plan is due, the system automatically creates a maintenance order
(calibration order).
• By direct input
For this, you use the functions for creating a PM order.
,QVSHFWLRQ/RW&UHDWLRQ
When the maintenance order is created, the system creates an inspection lot. The inspection lot
appears in the worklist of the results recording for Quality Management.
5HVXOWV5HFRUGLQJ
The results recording and usage decision for the test equipment is performed using the Quality
Management functions.
(QKDQFHG0HDVXUHG9DOXH)XQFWLRQV
Calibration inspection makes available an enhanced measured value function with which you can
monitor created test and measurement equipment as equipment.
Th objective is to enter inspection results in addition to maintenance or calibration. You can also
use the measurement readings and counters in Plant Maintenance to enter the values, but
processing from Quality Management using inspection characteristics offers additional functions
for planning and measurement results. You can, for example:
• Enter limiting values for upper and lower tolerances
• Perform classified results recording
• Confirm multiple measurements for a characteristic
• Specify samples
• Enter control charts
'HILQLWLRQRI)ROORZ8S$FWLRQV
When the usage decisions are made, automatic follow-up actions are performed, for example,
status change of the test equipment (“Ready for use” → “Not ready for use”) or updating
measured values.
For more information about maintenance planning, see PM - Maintenance Planning [Ext.]
-XQH
For more information about calibration inspection and Quality Management, see Test Equipment
Management [Ext.].
-XQH
7KH2EMHFW/LVW
7KH2EMHFW/LVW
'HILQLWLRQ
A list od objects (pieces of equipment, functional locations, notifications, materials with serial
numbers) which are assigned to a maintenance notification, a maintenance order or a
maintenance item.
8VH
The object list is a central part of the maintenance order. You use it to assign technical objects
and/or maintenance notifications to the maintenance order.
When you make entries in the object list for a maintenance order, you are linking it to the
technical objects and/or maintenance notifications you enter. The maintenance order is valid for
any reference object you have entered in the header data screen, as well as further objects and
maintenance notifications you entered in the object list.
Even if no reference object has been entered for the maintenance order in the
header data screen, you can still assign technical objects and/or maintenance
notifications to the maintenance order in the object list.
6WUXFWXUH
There are two features of the object list:
1. An object list, in which you can enter technical objects (pieces of equipment,
functional locations, assemblies) and notifications
2. An object list, in which you can enter objects, which are identified by a combination of
material and serial numbers, and notifications.
Which of these two versions is used in the order, depends on:
• The choice of reference object in the notification/order
• The view setting for the section 5HIHUHQFHREMHFW in the notification/order
If you create the maintenance order with reference to a maintenance notification which has a
reference object, the system copies the reference object from the maintenance notification to the
order and enters the notification number in the object list. You can assign further technical
objects and/or maintenance notifications to the order in the object list.
6HHDOVR
Rules For Object List [Page 44]
Selecting the Object List [Page 46]
Entering Objects and Exiting the List [Page 47]
-XQH
5XOHV)RU2EMHFW/LVW
5XOHV)RU2EMHFW/LVW
8VH
You must observe these rules if you want to:
• Make entries in the object list
• Process entries in the object list
)HDWXUHV
,I\RX 7KHQ
Enter a PM notification The system displays the reference object of the PM
notification in the other fields of the list block. If this is a
piece of equipment, the functional location at which it is
installed is also displayed. You cannot make entries in these
fields.
Enter a piece of equipment The system displays the functional location at which it is
installed. You cannot make an entry in this field. If the
equipment is not installed, the field for the functional location
is empty.
Enter a functional location The system does not display any further functional location
data.
Want to enter a können Sie dies nur, wenn die Sicht des Bezugsobjekts
combination of material and dafür eingestellt ist. In einer Objektliste, in der schon
serial number technische Objekte (Equipments, Technische Plätze)
angegeben wurden, können Sie keine Kombination aus
Material- und Serialnummer angeben.
Want to create or process a For this, use the icon in the corresponding line of the object
notification for an object in list.
the list
Do QRW use the button 1RWLILFDWLRQ in the order

header for this function, because you use this
button to assign a notification to the order
KHDGHU.
If there are already notifications in the object
list, but no notification is assigned to the order
header, the system assigns to it the first
notification from the object list, if you use this
button.
Want to remove the link You can only do this, if:

again between
maintenance notification • The PM order was QRWcreated directly
-XQH
5XOHV)RU2EMHFW/LVW
and order from the PM notification

• The PM order is QRW completed
• The notification is QRW entered in the order header
6HHDOVR
Selecting the Object List [Page 46]
Entering Objects and Exiting the List [Page 47]
-XQH
1. Select the required maintenance order from the 303URFHVVLQJscreen with 2UGHUV →
&KDQJH or 2UGHUV → /LVWHGLWLQJ → &KDQJH.
2. In the header data screen of the maintenance order, choose *RWR → 2EMHFWOLVW.
You reach the object list of the order.
For more information on how to enter objects in the object list, see Entering Objects and Exiting
the List [Page 47].
When working with the object list, note the Rules For Object List [Page 44].
-XQH
Once you have selected the object list, enter the technical objects and maintenance notifications
that you want to assign to the maintenance order in the list. To do this, carry out the following
four steps:
1. Make the list ready for input by choosing (GLW → 1HZOLQHV.
When working with the object list, note the Rules For Object List [Page 44].
2. Enter each object on a separate line of the list. Where necessary, use the selection
options which are available in the pushbutton line.
You can also immediately create a notification for an object entered. For this, you
use the Create notification icon in the desired line of the object list. To save, you
have the following options:
• You can save the notifications immediately. This also saves the order and
object list.
• After the notification data has been entered, you can return to the order to
enter additional data. If you save the order, the notification is also saved.
• After the notification data has been entered, you can return to the object
list to enter additional objects. If you save the object list, the notification
and order are also saved.
3. To exit the object list, choose *RWR → %DFN.
You reach the screen from which you selected the object list.
-XQH
The maintenance tasks that are to be carried out at a technical object often require detailed
advance planning, in order to minimize the time that the object is not productive. Planning a
maintenance task as accurately as possible enables the employees on site to carry it out in a
specific and efficient manner. This is extremely important in the case of objects which cause
bottlenecks and may lead to a shutdown when they are out of order.
This section covers the following topics on planning in maintenance orders:
• Work Scheduling With Operations and Sub-Operations [Page 49]
• Work Scheduling with Sub-Orders [Page 76]
• Material Planning [Page 80]
• Permits [Page 90]
• Estimating Costs [Page 98]
• Budget Management [Page 99]
• Estimating Planned Costs [Page 101]
• Settlement Rule [Page 107]
• Operation Networking Using Relationships [Page 112]
• Scheduling [Page 130]
• Revision Assignment [Page 147]
• Other Order Assignments [Page 148]
• Entry of Partner Data [Page 149]
-XQH
To schedule the work to be carried out in the maintenance order, you use:
• 2SHUDWLRQV
An operation describes the activity in a work step in a maintenance order.
• 6XERSHUDWLRQV
A sub-operation is an operation assigned hierarchically below another operation. You
can use sub-operations, for example, to assign the different work centers required to
carry out the work step to an operation.
You use operations and sub-operations to describe the individual work steps.
Planning With Operations [Page 50]
Planning With Sub-Operations [Page 52]
Specifying an Assembly [Page 53]
Describing the Work Steps [Page 54]
Assigning Work Centers [Page 58]
Specifying a Control Key [Page 64]
Specifying the Execution Factor [Page 65]
Entering Further Data [Page 68]
Implementing Capacity Planning and Capacity Leveling [Page 69]
-XQH
3ODQQLQJ:LWK2SHUDWLRQV
When using operations in work scheduling, you can plan at three different levels of detail,
depending on the type of maintenance order involved and the extent of the work being planned:
1. Short orders containing only one operation (fast entry)
For these orders, you can enter data for a single operation in the lowest block of the
header data screen, without having to use any further screens. The operation can be
for internal or external processing. You can still access all the operation detail
screens you require for this operation. To do this, select the menu path *RWR →
2SHUDWLRQ → GHWDLOVFUHHQ!.
2. Long orders without detailed planning
You can use the operation overview for these orders to enter as many operations as
required in list form.
Select the operation overview from the header data screen with *RWR → 2SHUDWLRQ
RYHUYLHZ.
3. Short or long orders with detailed planning
You can use the operation overview as well as the operation detail screens for these
orders to enter the following data:
− For detailed information on internal processing, use the screen ,QWHUQDO
3URFHVVLQJ2SHUDWLRQ.
− For detailed information on external processing, use the screen ([WHUQDO
3URFHVVLQJ2SHUDWLRQ
(See also Contents: External Assignment of Maintenance Tasks [Page 237].)
− For detailed information on the dates of an operation, use the screen 2SHUDWLRQ
'DWHV
(See also Scheduling [Page 130] and Scheduling a PM Order in the Header Data
Screen or the Operation Overview [Page 139].)
− To assign material components to an operation, use the screen &RPSRQHQW
$OORFDWLRQ2SHUDWLRQ
(See also Material Planning [Page 80].)
− To assign production resources/tools to an operation, use the screen 3571HZ
/LQHV.
(See also Contents: Production Resources/Tools (PRT) [Page 185].)
− To enter qualifications, use the screen 4XDOLILFDWLRQV
(See also Qualification/Suitability [Page 59])
− To enter company-specific user data, use the screen 8VHUGDWD
(See also Entering Further Data [Page 68])
-XQH
If you initially created and saved an order with header data only and no operation,
the system automatically creates a first operation for the order header when
saving. This is necessary, because you need at least one operation to be able to
plan, schedule and confirm the order.
The operation created automatically contains the same data as the order header.
You can change it as required.
-XQH
3ODQQLQJ:LWK6XE2SHUDWLRQV
3ODQQLQJ:LWK6XE2SHUDWLRQV
If several work centers are required to process an operation, it is possible to divide the operations
into sub-operations. For each sub-operation, you can plan a different work center which is
involved in carrying out the operation. The operation itself may contain a work center which, for
example, coordinates the work centers in the sub-operations.
You can carry out capacity planning for the work centers in sub-operations. However, you cannot
schedule sub-operations independently, since scheduling is carried out at operation level.
You create sub-operations in the same way as operations in the 2SHUDWLRQ2YHUYLHZ. In addition,
you have to specify the number of the operation to which they are assigned.
-XQH
6SHFLI\LQJDQ$VVHPEO\
6SHFLI\LQJDQ$VVHPEO\
For each operation and sub-operation, you can specify the assembly of the technical reference
object at which the work described is to be carried out. You make the entry in the appropriate
detail screen. To do this, carry out the following seven steps:
1. Select the maintenance order and display the 2SHUDWLRQ2YHUYLHZ.
2. Select the operations for which you want to enter an assembly.
3. Choose:
− 2SHUDWLRQ → ,QWHUQDOSURFHVVLQJ if the operation is being processed internally.
− 2SHUDWLRQ → ([WHUQDOSURFHVVLQJ if the operation is being processed externally.
You see the detail screen for the first operation selected.
4. Enter the assembly in the appropriate field.
If you do not know the number of the assembly required, you can select it from the bill
of material of the reference object. In the detail screen, choose:
− ([WUDV → $VVHPEO\RSHUDWLRQ → 6WUXFWXUHJUDSKLFfor a graphical display
− ([WUDV → $VVHPEO\RSHUDWLRQ → 6WUXFWXUHOLVWfor a display in list form
5. When you have entered the required assembly for the first operation selected, go to
the detail screen of the next operation with 2SHUDWLRQ → $GGRSHUDWLRQV → 1H[W
RSHUDWLRQ
6. When you have edited all the operations selected, choose *RWR → %DFNto return to
the 2SHUDWLRQ2YHUYLHZ.
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Each operation and sub-operation contains a description of the individual work step to be
performed.
You can describe operations in the overview screen or in one of the detail screens. The header
data screen contains an operation mask for orders that contain only a single operation.
You can enter the description as a:
• Short text
• Long text
• Standard text
For more information on how to proceed in each case, see the following topics:
• Describing an Operation Using a Short Text [Page 55]
• Describing an Operation Using a Long Text [Page 56]
• Describing an Operation Using Standard Texts [Page 57]
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'HVFULELQJDQ2SHUDWLRQ8VLQJD6KRUW7H[W
Each operation contains a line of short text. This is the first text line of the operation description,
which can be extended using the long text.
In many cases, this line is long enough for describing the work to be performed.
The short text for each operation is ready for input in:
• The operation overview
• The detail screen for internal or external processing
If you need to enter a long text for an operation, see Describing an Operation Using a Long Text
[Page 56].
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'HVFULELQJDQ2SHUDWLRQ8VLQJD/RQJ7H[W
In some cases, you will need to provide a detailed description for operations that are complicated
or that require particular caution. You can do this using the SAPVFULSW long text editor.
To call up the text editor and enter a text, perform the following five steps:
1. Select the operation for which you want to enter a long text in the operation list.
2. You now have the following two options:
– First select the detail screen for the operation selected and then 2SHUDWLRQ →
/RQJWH[W.
– Choose 2SHUDWLRQ → /RQJWH[W directly.
In both cases, you see the screen &KDQJH7H[W2SHUDWLRQRSHUDWLRQQXPEHU!
/DQJXDJHODQJXDJHNH\!.
3. Enter the long text for the operation.
4. Save the long text and return to the operation detail screen or the operation list with
*RWR → %DFN.
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'HVFULELQJDQ2SHUDWLRQ8VLQJ6WDQGDUG7H[WV
Certain operations and sub-operations will occur repeatedly in the same form in orders. It is
therefore useful to use a standardized text description for them. You do this using standard texts.
Standard texts are predefined texts that can be used as a reference for the operation description.
You can edit them, thus reducing the amount of text you need to enter.
To use standard texts, perform the following six steps:
1. Select the maintenance order and access the operation overview screen using*RWR
→ 2SHUDWLRQRYHUYLHZ.
You can enter standard text keys in this screen or in a detail screen for the relevant
operation.
2. Enter a standard text key in the appropriate field and press ENTER.
If the text is longer that the short text line available, the field 7H[W is selected for that
operation.
3. Check the long text and edit it if necessary. To do this, select the operation and
choose 2SHUDWLRQ → /RQJWH[W.
The system branches to the text editor screen. If you also entered a short text for the
operation and specified that this should not be overwritten by the standard text, you
will see the short text displayed in the first line of the editor. The following lines
contain the standard text.
4. Check the standard text and change it if necessary.
5. Save the final version of the text and return to the previous screen with *RWR→ %DFN
Standard texts are created for your system by your system administrator using
the Customizing function.
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You have to specify who is to carry out each individual operation and sub-operation. In general,
internal work centers such as "mechanics" or "electricians" are used here. However, it is also
possible to have individual operations carried out by external companies.
For more information on external processing, see Contents: External Assignment of Maintenance
Tasks [Page 237].
You enter work centers in the operation overview or the operation detail screens.
If a responsible work center has been entered in the master record of the reference object or in
the order, the system proposes it as a default for the individual operations, but you can overwrite
this if necessary.
If you want to enter additional work center information, see also Qualification/Suitability [Page
59].
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4XDOLILFDWLRQ6XLWDELOLW\
4XDOLILFDWLRQ6XLWDELOLW\
If you need employees with particular qualifications to carry out the work, you can specify these
for an operation or sub-operation. You can do this in one of the following ways:
• 4XDOLILFDWLRQGDWD
This data comprises entries in the form of requirement profiles, jobs and positions.
Example [Page 62]
For information on how to enter qualifications for an operation, see Specifying
Qualifications [Page 60].
The qualification data you use is maintained in the Human Resources System (HR).
• 6XLWDELOLW\GDWD
Example [Page 63]
For information on how to enter a suitability for an operation, see Specifying
Suitability [Page 61].
The suitability data you use is maintained by your system administrator using the
appropriate Customizing function.
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6SHFLI\LQJ4XDOLILFDWLRQV
6SHFLI\LQJ4XDOLILFDWLRQV
To enter HR-specific qualifications for a work center in an operation, carry out the following five
steps:
1. Select the maintenance order.
2. Make the required operation entries.
3. Select the qualification screen:
– For the operation in the KHDGHUGDWDVFUHHQ, choose *RWR → 2SHUDWLRQ →
4XDOLILFDWLRQV in the header data screen.
– For an operation in theRSHUDWLRQRYHUYLHZ, first select the relevant operation
and then choose 2SHUDWLRQ → 4XDOLILFDWLRQV.
4. In the top part of the 4XDOLILFDWLRQ screen, you see information that you have already
entered for the operation selected.
Enter the qualification specifications you require in the block 4XDOLILFDWLRQVUHTXLUHG
-XQH
6SHFLI\LQJ6XLWDELOLW\
To specify a suitability for a work center in an operation, carry out the following five steps:
1. Select the maintenance order.
2. Make the required operation entries.
3. Select the relevant operation and go to the internal processing screen for that
operation.
4. Enter the required suitability in the appropriate field.
-XQH
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An employee with a welding qualification is required to carry out repair work on a boiler.
The following options are available to the maintenance planner responsible when completing the
block4XDOLILFDWLRQVUHTXLUHG:
• Entering a requirements profile which includes the qualification “Welding”.
Example: welding and soldering qualification
• Entering the job “Welder”.
• Entering the position “Welder in Mechanics, Plant 0001”.
The position need not necessarily refer to a person. For example, there may be three
welders working in Plant 0001 in Mechanics.
-XQH
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A welder is required to carry out repair work on a boiler. Since the work involved in this case is
quite complex, the employee needs to have an advanced welding certificate, with evidence of a
certain degree of relevant experience.
The maintenance planner responsible enters the advanced welding certificate in the field
6XLWDELOLW\ for the operation.
-XQH
6SHFLI\LQJD&RQWURO.H\
6SHFLI\LQJD&RQWURO.H\
In the operation overview or the operation detail screen for each operation and sub-operation,
you have to enter a control key, which states how an operation or a sub-operation should be
dealt with. It determines, for example, whether shop papers are to be printed for the operation,
whether it is to be scheduled and/or costed and whether an operation or sub-operation requires
confirmation upon completion.
If a default value for the control key has been specified in your system using the Customizing
function, the system proposes it as an entry, which you can overwrite if necessary.
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You can specify the number of times that each operation is to be carried out for an order. This is
particularly useful if you are using task lists.
Example [Page 67]
The execution factor affects the following operation data:
• Work
• Duration
• Material quantity
The entries in these fields refer in each case to the current execution factor specified for the
operation in the order. In other words, the system multiplies the entries for work, duration and
material quantity by the execution factor entered.
The execution factor of a sub-operation is determined by the execution factor of the operation to
which it belongs.
For operations in maintenance orders, the system sets a default value of . You
can change this value.
As a rule, the execution factor valid for operations in task lists is 1. If a different
execution factor was entered in the task list, this becomes the default value for
the execution factor used in order processing.
If the indicator )L[HGTW\ is set (in the BOM item under *HQHUDOGDWD, the
execution factor of the components is not taken into account for the component
quantity.
If the indicator )L[HGRSTXDQWLW\ is set (in the external processing screen of the
operation), the execution factor is not taken into account.
&KDQJLQJWKH([HFXWLRQ)DFWRUIRUDQ2SHUDWLRQ
To specify an execution factor other than that selected by the system for an operation, carry out
the following six steps:
1. Select the maintenance order in Create or Change mode.
2. Go to the operation overview.
3. Select the operation you require and choose 2SHUDWLRQ → ([HFXWLRQIDFWRU
The system displays a dialog box.
4. Enter the execution factor and choose &RQWLQXH.
5. Check the entries converted by the system for work and duration. Check the material
quantities for the operation in the operation component screen by using 2SHUDWLRQ →
2YHUYLHZV→ &RPSRQHQWV.
Make any necessary changes.
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Winter tires are to be fitted to three vehicles of the same type.
The vehicles are represented in the system as pieces of equipment. To carry out the work, you
create a maintenance order for the three vehicles, using a task list that was created for the
reference object. Operation 0030, for carrying out the work step has the text “Fit winter tires”. The
material components assigned to it are “4 tires” and the work duration is 20 minutes.
You enter execution factor for operation 0030.
The system increases the number of tires required to 12 and the work duration to 60 minutes.
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It may not be possible to enter certain data that is important to your company in the predefined
fields in the SAP standard system. In this case, you can use the fields in the screen 8VHU'DWD for
each operation and sub-operation.
The screen 8VHU'DWDcontains up to twelve fields for entering data. You assign a meaning to
each of the fields using a NH\ZRUG,'.
The key word ID entries are maintained by your system administrator in

&XVWRPL]LQJ.
To select the screen 8VHU'DWD and enter the data you require, carry out the following seven
steps:
1. Select the maintenance order and *RWR → 2SHUDWLRQRYHUYLHZto access the
operation overview screen.
2. Select the operation for which you want to enter user data.
3. Choose 2SHUDWLRQ → 8VHUGDWD
You see the user data screen.
4. Enter the field key valid for you and press ENTER.
5. The system displays the field labels valid for the key word ID selected.
6. Make the entries you require.
Two customer enhancements are also available for the operation user data:
• You can use the customer enhancement IWO10015 in a user data field to
request possible entries.
• You can use the customer enhancement IWO10016 for the user data fields to
perform individual checks.
Before you use the enhancements, read the corresponding documentation.
To do this, choose 7RROV→$%$3:RUNEHQFK→8WLOLWLHV→(QKDQFHPHQWV→
'HILQLWLRQin the initial SAP screen.
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8VH
&DSDFLW\3ODQQLQJ
In Plant Maintenance, the capacity planning functions are used for:
• To determine the capacity available at the individual maintenance work centers, and
to optimize its use with respect to daily changing requirements.
• To utilize fully the productive work centers affected by maintenance tasks.
&DSDFLW\/HYHOLQJ
The large numbers of maintenance orders required both for unplanned and regular maintenance
work often make it impossible to obtain an even distribution of the load on all the available
maintenance work centers at the time of order creation. Often, more capacity is planned than is
available for some work centers, while other work centers have free capacity available. To
ensure an even distribution of the capacity load, the maintenance planner must perform capacity
leveling on a regular basis.
3UHUHTXLVLWHV
• In order to get the best out of the capacity planning and capacity leveling functions,
your system must first be set up in a particular way. Your system administrator carries
out the system configuration using the &XVWRPL]LQJ function.
For more information, see PP - Capacity Planning [Ext.].
• If you want to utilize fully the PP work centers affected by maintenance tasks, the
following prerequisites must be fulfilled:
− The maintenance object refers to a PP work center.
For this, the PP work center must be entered in the location data of the
equipment or functional location.
− The indicator 6\V&RQG(system condition) is set in the order at header level.
This causes the system to create capacity requirement records.
You can set the indicator for the system condition both in the maintenance item
(for regular orders) and in the orders directly entered.
)HDWXUHV
The following functions are available for capacity planning and capacity leveling:
6SOLWWLQJ
For each individual operation, you can enter the following information as required:
• That it is to be processed by several employees, if necessary in given time segments
• That it is to be processed by a single employee in given time segments
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You can create splitting records automatically for all operations for which the same main work
center is entered as on the order header data screen.
For this, the following prerequisites must be fulfilled:
• Persons must be assigned to the main work center entered in the order header.
• In the Customizing of Plant Maintenance, a partner determination procedure must be
entered for the order type. For the responsible employee, a partner function of the
determination procedure must be entered. This function must be of the type “person”.
• If the created splits are to be dispatched automatically by the system, the field /RDG
for the order type must also be selected in the Customizing of Plant Maintenance.
'LVSDWFKLQJ
You can dispatch individual operations for specific planning periods of a maintenance work
center. Dispatching means that the maintenance work center is bound to carry out the
maintenance tasks.
In the planning board, the following functions are available for dispatching:
• From the quantity of undispatched operations/splits, you can dispatch individual
operations/splits in certain planning periods of a work center in the planning board.
With dispatching, you determine the execution of maintenance tasks by the work
center and thereby reduce the available capacity of the work center.
The data for dispatched operations/splits is also not changed should the order be
rescheduled.
• You can also dispatch operations for a different work center from the original in the
operation entered.
'HDOORFDWLQJ
You can deallocate individual operations from specific planning periods of a maintenance work
center. This cancels the requirement for the work center to carry out the maintenance tasks. You
can then redispatch the operations to another period.
&KDQJLQJWKH0DLQWHQDQFH2UGHU
During capacity leveling, you may determine that certain entries in the maintenance order need
to be changed and make the necessary changes.
'LVSOD\LQJWKH$YDLODEOH&DSDFLW\
You can display the capacity available at a maintenance work center over several planning
periods.
&KDQJLQJWKH$YDLODEOH&DSDFLW\
You can change the capacity available at a maintenance work center in the individual planning
periods.
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For the order, you can create a capacity requirement for the PP work center entered in the
master record of the reference object.
6HHDOVR
For functions which are available within order processing, read the following:
• Selecting Capacity Planning for Plant Maintenance [Page 72]
• Splitting and Dispatching Individual Operation [Page 74]
• Splitting Several Operations at the Same Time and Dispatching Automatically [Page
75]
• Deallocating Individual Operation Splits [Page 73]
For more information about capacity planning and the planning board, see PP - Capacity
Planning [Ext.].
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6HOHFWLQJ&DSDFLW\3ODQQLQJIRU3ODQW0DLQWHQDQFH
6HOHFWLQJ&DSDFLW\3ODQQLQJIRU3ODQW0DLQWHQDQFH
You choose capacity planning for Plant Maintenance using /RJLVWLFV→3ODQW0DLQWHQDQFH→
0DLQWHQDQFHSURFHVVLQJ→&DSDFLW\SODQQLQJ → UHTXLUHGIXQFWLRQ!.
For capacity leveling, you use the desired options in the menu /HYHOLQJ. For this, there is a
tabular and a graphical planning board.
For more information about tabular and graphical planning boards, see PP - Capacity Planning
[Ext.].
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'HDOORFDWLQJ,QGLYLGXDO2SHUDWLRQ6SOLWV
1. On the operation overview screen for the order, select the required operation and
choose 2SHUDWLRQ→5HTXLUHPHQWDVVLJQPHQW.
You reach the requirements assignment screen in which you see all the split records
for the operation.
2. Cancel the selection for the dispatching of splits.
3. Save the order.
The system deallocates the splits no longer marked for this operation.
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6SOLWWLQJDQG'LVSDWFKLQJ,QGLYLGXDO2SHUDWLRQ
This function is available LQWKHRUGHUDQGLQWKHSODQQLQJWDEOH. To perform it in

the order, proceed as follows:
1. In the operation overview screen of the order, select the required operation and
choose 2SHUDWLRQ→5HTXLUHPHQWDVVLJQPHQW.
You reach the requirements assignment screen.
2. Enter the data regarding persons and time for the required splits. In addition, specify
whether or not the splits should be dispatched.
3. Save the order.
The system creates the split records for the operation and dispatches the splits
indicated.
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6SOLWWLQJ6HYHUDO2SHUDWLRQVDWWKH6DPH7LPHDQG'LVSDWFKLQJ$XWRPDWLFDOO\
6SOLWWLQJ6HYHUDO2SHUDWLRQVDWWKH6DPH7LPHDQG
'LVSDWFKLQJ$XWRPDWLFDOO\
This function is RQO\ available LQWKHRUGHU.

1. In the header data screen of the order, enter the desired main work center and in the
field 3HUVRQ, enter the person responsible.
2. Ensure that all operations for the order, which you want to split and dispatch
automatically, contain the same work center as the order header.
3. Save the order.
The system now creates split records for all operations whose work center
corresponds to the work center in the order header. If the field /RDG is selected in
Customizing, it also dispatches the splits for these operations automatically.
-XQH
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There are times when it is not sufficient to divide a maintenance order into operations and sub-
operations. This is often the case with very extensive orders, which may for example involve
several maintenance planner groups.
In his case you can create sub-orders for an order that acts as a superior order.
Example [Page 77]
:KDW5XOHV$SSO\WR6XE2UGHUV"
The following rules apply to sub-orders:
• You can create sub-orders for other sub-orders. In this way, you obtain an order
hierarchy.
• You can organize the dates of different sub-orders in such a way that they need to be
processed in a particular chronological order.
• You can only technically complete a superior order when all the sub-orders for that
order have been technically completed.
For information on how to create a sub-order for a maintenance order, see Creating a Sub-Order
[Page 78].
For information on how to obtain an overview of all the sub-orders for a maintenance order, see
Displaying Sub-Orders [Page 79].
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A large production system has broken down. The maintenance order “Repair system XPZ” is
created to plan its repair.
The following, extensive jobs need to be carried out at the system:
• Welding
• Work on the power supply
• Exchanging electronic components
• Preparing and carrying out an industry standard check
Since each of these jobs need to be processed in detail by the responsible maintenance
planners, the planner responsible for the superior order creates sub-orders for the individual jobs.
The planner responsible for a particular job is specified in the relevant order. This enables you to
plan the tasks in the orders assigned to you at the required level of detail.
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&UHDWLQJD6XE2UGHU
To create a sub-order for a maintenance order, carry out the following six steps:
SURFHVVLQJ.
2. In the 0DLQWHQDQFH3URFHVVLQJ screen, choose 2UGHUV → &UHDWHVSHFLDO→&UHDWH
VXERUGHU
You reach the initial screen for creating sub-orders.
3. Make all the necessary and required entries and enter the number of the order for
which you want to create the sub-order.
4. Press ENTER.
You reach the header data screen of the sub-order. The system automatically enters
the superior order in the order header and copies the reference object. You can
change this if necessary.
5. To plan the sub-order, proceed in the same way as when planning a normal order
(see Contents: Planning in the PM Order [Page 48]).
6. Save the sub-order.
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'LVSOD\LQJ6XE2UGHUV
'LVSOD\LQJ6XE2UGHUVLQWKH2UGHU
The existence of sub-orders for an order is displayed by the system using the icon $OOHV
H[SDQGLHUHQ.
If there are no sub-orders for an order, this icon is not displayed.

If you choose the icon ([SDQGDOO or the menu path ([WUDV→6XERUGHUV→2YHUYLHZ, you see
all the sub-orders which have been assigned to this maintenance order.
'LVSOD\LQJ6XE2UGHUVLQWKH0XOWL/HYHO2UGHU/LVW
To display the sub-orders for a specific number of maintenance orders, proceed as follows:
1. Select the multi-level order display function from the SAP menu with /RJLVWLFV →
3ODQW0DLQWHQDQFH → 0DLQWHQDQFHSURFHVVLQJ → 2UGHUV → /LVWHGLWLQJ → 'LVSOD\
PXOWLOHY.
You reach a selection screen.
2. Complete the selection screen according to your requirements, using the on-line help
functions to assist you.
3. In the section )LOWHU, complete the fields you require and select the field 6XERUGHUV.
4. Start the selection with 3URJUDP → ([HFXWH
The system creates a multi-level list of the orders matching your selection criteria, and
containing any sub-orders assigned to the different orders.
6HHDOVR
For information about list editing, see:
• Selection of Maintenance Orders and Operations Using Lists [Page 250]
• Working with Lists [Ext.]
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0DWHULDO3ODQQLQJ
For each operation in a maintenance order, you can dispatch the materials required for carrying
out the task. Materials can be BOM components of the reference object, or materials that were
created in the system in Materials Management.
The materials that you plan for the maintenance order are reserved for it in the warehouse,
provided they are held in stock. You can define when the reservation should be performed using
the Customizing function. For each order type, you can:
• Automatically create the reservation immediately
In this case, the system enters the indicator “Reservation applicable to MRP” in the
header data screen for each maintenance order of this type. This indicator applies to
the entire order and cannot be reversed.
• Individually define when the reservation is to be created
In this case, you can define yourself when the indicator “Reservation applicable to
MRP” is to be set. In this way, you can individually define for each maintenance order
when the reservation is to be created.
The indicator “Reservation applicable to MRP” is automatically set when you

release the maintenance order.
Once the order has been released, the materials can be removed from the warehouse by the
persons carrying out the job. Non-stock materials need to be ordered and delivered for the order.
Using the Customizing function, you can define for each order type whether
material reservation or purchase requisition creation should occur immediately or
once the order has been released. You can, however, change this indicator in
the order header when processing the order. Note that you FDQQRW reverse this
change.
You can basically allocate the material needed to carry out the activity described in an operation
to every operation of a maintenance order. You can use the following standard material types, or
material types you have defined yourself, which have the same properties:
• Stock material
• Non-stock material
• Raw material
• Text
You cannot allocate materials to sub-operations. For information on how to

dispatch material using bills of material in order processing, see Contents: Work
Scheduling with Bills of Material [Page 175].
For information on how to allocate the individual material types, see the following topics:
-XQH
0DWHULDO3ODQQLQJ
• Assigning Stock Material [Page 82]

• Assigning Non-Stock Material [Page 83]
• Assigning Raw Material [Page 85]
• Assigning Text [Page 86]
The following functions are also available:
Deleting the Material Assigned [Page 87]
Displaying Assigned Materials [Page 88]
Checking Material Availability [Page 89]
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You can assign stock material to an operation in the component overview screen for the material
components of all the order operations, or in the individual component screen for a specific
operation:
• To access the FRPSRQHQWRYHUYLHZVFUHHQIRUWKHPDWHULDOFRPSRQHQWVRIDOO
WKHRUGHURSHUDWLRQV, choose *RWR→&RPSRQHQWRYHUYLHZ in the header data
screen or the operation overview of the maintenance order.
You reach the component overview for the maintenance order.
• To access the FRPSRQHQWVFUHHQRIDVSHFLILFRSHUDWLRQ, select the operation
overview of the maintenance order, select the operation you require and then use
2SHUDWLRQ → 2YHUYLHZV→ &RPSRQHQWV.
You reach the component overview for the operation.
Proceed with the following two steps:
1. Enter all the stock materials required, together with any further information needed for
the operation in the list.
Stock materials are defined by a particular item category, which you have to specify
for each stock material item in the list. You can find the item category valid for stock
materials in your system using the on-line help for possible entries.
If you are in the component overview screen for the material components of all the
order operations, you must also enter the operation to which each component is
being assigned.
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You can assign non-stock material to an operation in the component overview screen for the
material components of all the order operations, or in the individual component screen for a
specific operation:
screen or the operation overview of the maintenance order
You see the component overview for the maintenance order.
You see the component overview for the operation.
Proceed with the following three steps:
1. Enter all the non-stock materials required, together with any further information
necessary for the operation in the list.
Non-stock materials are defined by a particular item category, which you have to
specify for each non-stock material item in the list. You can find the item category for
non-stock materials using the on-line help for possible entries.
being assigned.
2. Press ENTER.
For each non-stock item where purchasing data has to be completed, the system
displays a screen, in which you have to enter the purchasing data for the non-stock
material. Make all the necessary specifications in the screen.
When you have entered all the specifications for the non-stock material, choose *RWR
→ %DFN to return to the screen for allocating components.
3. If you want the non-stock material to be delivered to a certain address, you have the
following possible entries:
± 0DQXDOHQWU\
Select the required component and choose &RPSRQHQWV→'HOLYHU\DGGUHVV.
You reach a dialog box in which you can enter the delivery address.
If you must enter the same delivery address for a number of non-stock
components in the order, the can use the function 9RUKHULJHHLQVHW]HQ in the
dialog box. The system then automatically creates in the box those delivery
addresses which were entered for the previous non-stock material.
± $XWRPDWLFGHWHUPLQDWLRQ
For this, choose 2UGHU→)XQFWLRQV→5HGHILQHGHOLYHU\DGGUHVV on the
component assignment screen.
-XQH
The system now determines the delivery address automatically according to the
specifications which have been maintained in the purchasing data in the
Customizing of Plant Maintenance for the access sequence for the proposed
address.
You reach a dialog box in which you enter, if necessary, whether delivery
addresses which have already been created manually should be overwritten or
not.
If necessary, check the delivery address determined by selecting the desired non-
stock components and calling up the address dialog box with &RPSRQHQW →
'HOLYHU\DGGUHVV.
The system automatically writes the delivery address to the purchase requisition for
non-stock material. If it cannot determine an address, and you have not made any
manual entries, the system automatically uses the plant address.
-XQH
$VVLJQLQJ5DZ0DWHULDO
$VVLJQLQJ5DZ0DWHULDO
You can assign raw material to an operation in the component overview screen for the material
operation:
Proceed with the following five steps:
1. Enter all the raw materials required, together with any further information necessary
for the operation in the list. Raw materials are defined by a particular item category,
which you have to specify for each raw material item in the list. You can find the item
category for raw materials using the on-line help for possible entries.
being assigned.
2. Press ENTER.
3. Select the variable-sized items for which you want to specify additional data. Then
choose &RPSRQHQW → 9DU6L]H3DUWGDWD.
You see the screen for entering variable-size data for the first variable-sized item
selected.
4. Make all the necessary entries in this screen. Press ENTER to go to the variable-size
data screen for the next item.
When you have made all the necessary specifications for the raw materials entered,
you return to the list of material components assigned with *RWR→%DFN.
-XQH
$VVLJQLQJ7H[W
$VVLJQLQJ7H[W
You can assign text to an operation in the component overview screen for the material
operation:
Proceed with the following two steps:
1. In the list, enter all the texts you require as well as any further necessary information
for the operation. Texts require a certain item category, which you must specify for
each text item in the list. You will find the valid item category for texts in the possible
entries online help.
being assigned.
-XQH
'HOHWLQJWKH0DWHULDO$VVLJQHG
'HOHWLQJWKH0DWHULDO$VVLJQHG
In some cases, you may need to delete previously allocated material components from the
maintenance order. This is possible both in a maintenance order that has the system status
"created" and in one that has the system status "released", although with different effects:
'HOHWLQJLQD +DVWKHIROORZLQJFRQVHTXHQFHV
Maintenance order with the status The material item is deleted from the list.
"created"
Maintenance order with the status The system sets a deletion indicator for the item.
"released"
The line is still displayed for documentation purposes,
since shop papers may already have been printed, or
the material may already have been withdrawn from the
warehouse. However, you can no longer edit the line.
To delete material components for an operation of the maintenance order, carry out the following
three steps:
1. Select the screen &RPSRQHQW$OORFDWLRQ2SHUDWLRQ for the required operation by
selecting it in the operation screen and choosing 2SHUDWLRQ→2YHUYLHZV
→ &RPSRQHQWV.
2. Select the material item that you want to delete and select (GLW→'HOHWH.
3. Confirm that the item selected is to be deleted and save the maintenance order.
-XQH
'LVSOD\LQJ$VVLJQHG0DWHULDOV
'LVSOD\LQJ$VVLJQHG0DWHULDOV
You can display all the materials that have been allocated to an order in an overview list. To do
this, choose *RWR→&RPSRQHQWRYHUYLHZin the header data screen or the operation overview.
-XQH
&KHFNLQJ0DWHULDO$YDLODELOLW\
&KHFNLQJ0DWHULDO$YDLODELOLW\
When dispatching stock materials for carrying out order operations, you can have the system
check whether all the materials in the maintenance order are available in sufficient quantity. You
do this using the $YDLODELOLW\FKHFN function.
To check the availability of materials planned for the maintenance order, proceed as follows:
1. Dispatch the materials for the relevant operations as described in the following topics:
– Assigning Stock Material [Page 82]
– Assigning Non-Stock Material [Page 83]
– Assigning Raw Material [Page 85]
– Assigning Text [Page 86]
– Deleting the Material Assigned [Page 87]
2. In the header data screen, choose 2UGHU → )XQFWLRQV → $YDLODELOLW\→ 0DWHULDO
Depending on your system settings and the data entered in the material master
records, the system performs an availability check for all the materials allocated to the
operations in the order. It displays an on-line message with the result. If there is not
sufficient material available, you can display the error log containing detailed
information on the results of the check, with *RWR → 3URWRFROV → 0DWDYDLODELOLW\.
Depending on your system settings in &XVWRPL]LQJ, the system automatically

carries out an availability check for the materials dispatched when you release a
maintenance order. If the check shows that some of the dispatched material is not
available in sufficient quantity, your system settings determine whether or not you
are still able to release the order.
-XQH
3HUPLWV
3HUPLWV
8VH
When planning certain tasks, it may be necessary to fulfill specific regulations or requirements in
the form of permits.
Example: Permits [Page 91]
Permits are displayed as master data in the system. You can find more information about
displaying permits for permits in your system in the SAP document 306WUXFWXULQJ7HFKQLFDO
6\VWHPV.
,QWHJUDWLRQ
Permits can be:
• Specified in the master data of the reference object
• Noted in the master records of objects which are VXSHULRU to the reference object
• Entered PDQXDOO\ by the maintenance planner
They are valid for the whole maintenance order.
The printing of permits is integrated in the printing of shop papers. For more information, see
Printing/Faxing Shop Papers [Page 200].
Permits are represented in the system as master data, using the &XVWRPL]LQJ function. For more
information on representing permits in your system, refer to 306WUXFWXULQJ7HFKQLFDO6\VWHPV.
3UHUHTXLVLWHV
To be able to use permits, these mus thave been created in your system.
To be able to use the class selection for permits, these must:
• Belong to a permit group to which a class of class type 049 has been assigned
• Have been classified using the class characteristics
6HHDOVR
• Assigning Permits [Page 92].
• Issuing a Permit [Page 96].
• Canceling an Issued Permit [Page 97].
-XQH
3HUPLWV
([DPSOH3HUPLWV
Below are some examples of possible permits:
• Welding permit
• Boiler examination permit
• Mains switch authorization
• Authentication certificate
-XQH
$VVLJQLQJ3HUPLWV
$VVLJQLQJ3HUPLWV
Assigning permits to a maintenance order has the following effects:
Until the assigned permit has been issued, the order has the status 3HUPLWVRXWVWDQGLQJ.
Depending on the indicators you set for your permit allocations or the permits in your master
record, the permits must be issued before the order can be released or technically completed. In
each case, the maintenance order cannot be released or technically completed until the
necessary permits are issued.
The permits you assign to a maintenance order can be entered in the following ways:
$ They can be flagged in the PDVWHUGDWDRIWKHUHIHUHQFHREMHFW for the maintenance
order.
These permits are automatically assigned to the maintenance order by the system, if
the indicator 'HIDXOW was set for them in the object master data. If they were not
indicated in this way, you can allocate them manually (see &).
% They can be noted in the PDVWHUGDWDRIREMHFWVwhich are VXSHULRU to the reference
object of the order (for example, to a superior piece of equipment or to the functional
location at which the equipment is installed).
Example [Page 93]
These permits are allocated to the maintenance order by the system automatically, if
the indicator 'HIDXOW was set for them in the object master data. If they were not
indicated in this way, you can allocate them manually (see &).
& They can be HQWHUHGPDQXDOO\IRUD30RUGHUby the maintenance planner.
For more information on how to proceed, see Assigning Permits Manually [Page 95].
' They can be determined by the system DXWRPDWLFDOO\XVLQJFODVVVHOHFWLRQ and
assigned to the order.
To do this, you must have permits in your system which:
− Belong to a permit group to which a class of class type 049 has been assigned
− Have been classified using the class characteristics
The permits are determined by the system if you call up the permits in the order. For
this, the system compares the order data with the characteristic features of the
classified permits available in the system. Permits for which the data corresponds,
are automatically assigned to the order.
Example [Page 94]
If you change the order data and then call up the permits again, the system performs
the class selection again. It then changes, if necessary, the permit entries for the
order and marks this in the ORJ. You can call up the log in the order using *RWR →
/RJV → 'HWHUPLQHORJ. This is where all system messages which occur for permit
determination are logged.
-XQH
$VVLJQLQJ3HUPLWV
([DPSOH3HUPLWVLQDQ2EMHFW+LHUDUFK\
A pump (C1-B01-1) is situated at a pumping station (C1-B01), which in turn is located at a
clarification plant (functional location C1).
You generally require hearing protection when working in the pumping station. The safety
requirement was entered as a permit for functional location C1-B01.
A welding permit must be issued for welding work carried out at the pump. The permit was
created for functional location C1-B01-1.
In a maintenance order for the pump, the system proposes the safety regulations for functional
location C1-B01 and the welding permit for functional location C1-B01-1, since functional location
C1-B01 is hierarchically superior to functional location C1-B01-1.
-XQH
([DPSOH&ODVV6HOHFWLRQRI3HUPLWV
([DPSOH&ODVV6HOHFWLRQRI3HUPLWV
The permit “Authorize modification” is issued to a permit group to which a class of the class type
049 is assigned. It is classified by the characteristic 0DLQWHQDQFHDFWLYLW\W\SH with the
characteristic (= modification).
A maintenance planner creates a maintenance order. For operation 0010, they enter the
maintenance activity type and then call up the permits.
The system determines a correspondence between the order data (maintenance activity type
) and the characteristic feature of the classified permit “Authorize modification” and assigns
this automatically to the order.
-XQH
$VVLJQLQJ3HUPLWV0DQXDOO\
$VVLJQLQJ3HUPLWV0DQXDOO\
1. Select the maintenance order you require in Create or Change mode.
2. Choose +HDGHU → 3HUPLWV
The system displays a dialog box where you can enter the permits. It may also
contain permits already proposed, permits determined by the class selection or ones
you entered previously.
If you require further lines for entering permits, choose 1HZOLQHV.
3. Enter all the permits you require, using the on-line help functions if necessary.
If you want to enter further permits that were defined in the master record of the
technical object, proceed as follows:
– Choose 3UHGHFHVVRU.
You see a multi-level object list containing the permits assigned in each case.
– Select the permits you require and copy them to the permit list in the order.
4. Enter all the information you need for the permits, using the on-line help functions if
necessary.
5. Choose &RQWLQXH.
Provided that an assigned permit has not yet been issued, you can delete it at
any time.
-XQH
,VVXLQJD3HUPLW
,VVXLQJD3HUPLW
3UHUHTXLVLWHV
You can issue permits only when you have the necessary authorization in your user master
record.
Permits which have been issued can no longer be deleted.
3URFHGXUH
1. Select the required maintenance order in Create or Change mode.
2. Choose +HDGHU → 3HUPLWV.
The system displays a dialog box containing all the permits currently valid for the
maintenance order.
If necessary, you can enter additional permits. To do this, proceed as described in
Assigning Permits Manually [Page 95].
3. Select one of the following options:
– Issuing permits \RXUVHOI
To do this, select the permits you want to issue and press 3HUPLWVIn this way
you issue the selected permits and the system writes the relevant data into the
fields provided.
– Enter that VRPHRQHHOVH issued the permit
To do this, enter the name of the person who issued the permit and press ENTER.
This issues the permit and the system writes the relevant data into the fields
provided.
4. Choose &RQWLQXH
-XQH
&DQFHOLQJDQ,VVXHG3HUPLW
&DQFHOLQJDQ,VVXHG3HUPLW
You can cancel a previously issued permit, only if you have not already started
executing the tasks planned in the maintenance order.
To cancel a permit that has already been issued, perform the following six steps:
1. Select the required maintenance order in Create or Change mode.
2. Choose +HDGHUH → 3HUPLWV.
The system displays a dialog box containing all the permits valid for the maintenance
order.
3. Select the permit you want to cancel.
4. Choose 'HDFWLYDWH.
The system removes the issue data from the relevant fields. The permit must now be
reissued to be valid.
5. Choose &RQWLQXH.
-XQH
(VWLPDWLQJ&RVWV
(VWLPDWLQJ&RVWV
You can specify for an order how high you estimate the performance costs. This makes sense
when you do not have any data relevant for planning the maintenance order, but can
approximately estimate the performance costs.
There are two methods of specifying estimated costs for a maintenance order:
1. Summed together for the entire order in the header data screen of the order
2. Divided into so-called value categories in the screen 0DLQWDLQRUGHUFRVWV, which you
can go to from the header data screen of the order by choosing *RWR→&RVW
RYHUYLHZ
Value categories can be understood as a combination of cost elements, This
combination is performed by the System Administrator using the Customizing function
The cost elements 692000 and 6939000 are combined as the value category
“Internal labor”.
You can only specify estimated costs using value categories for your
maintenance order if your System Administrator has entered a cost estimate
version in Customizing.
You can specify estimated costs for a maintenance order until it is released.
When you specify estimated costs, the system assigns the maintenance order the status “Costs
estimated”.
In contrast to planned and actual costs, estimated costs are QRW updated in the PM-IS
Maintenance Information System.
-XQH
%XGJHW0DQDJHPHQW
%XGJHW0DQDJHPHQW
The budget is the approved cost framework for a maintenance order. It differs from project costs
planning (see Budget Control Using Parallel Project Account Assignment [Page 111] in that it is
binding. Whilst the project costs must be estimated as precisely as possible in the planning
phase, the funds are presented in the form of the budget in the permit phase.
Even in order hierarchies, the budget is valid only for the respective individual
maintenance order.
The following budget types exist:
• 2ULJLQDOEXGJHW
The original budget is the budget that was originally allocated, and not changed by
correction measures.
• %XGJHWXSGDWH
Unforeseen events, additional necessary tasks, increases in external processing
costs and other factors can make necessary corrections to a budget. These
corrections are known as budget updates. Updating can take the following forms:
− Supplement
− Return
• &XUUHQWEXGJHW
The current budget is derived from the original budget and the budget updates carried
out. The system performs the following calculation:
Original budget
+ Supplements
Returns
= Current budget
You choose the functions for the budget management of an order using /RJLVWLFV→3ODQW
0DLQWHQDQFH→0DLQWHQDQFHSURFHVVLQJ→2UGHUV→2UGHUREMHFWEXGJHW→UHTXLUHG
IXQFWLRQ!.
With regard to budget controls for a maintenance order, you must choose
between the following options:
• You allocate a budget to the maintenance order directly
• You allocate the maintenance order to a project, with which you control the
budget (see Budget Control Using Parallel Project Account Assignment [Page
111]
-XQH
%XGJHW0DQDJHPHQW
The method of budget allocation, budget updating and budget availability check
for maintenance orders corresponds to that for projects, with the distinction that
projects are concerned with hierarchically structured objects.
For further information on budget management, refer to the SAP document PS
Project System [Ext.].
-XQH
Several different types of costs can be incurred when executing a maintenance order. To obtain
an overview of the likely costs before actually carrying out the work, you can use the system to
pre-cost the work planned and display the costs.
Graphic: Estimating Costs for a PM Order [Page 102]
5HTXLUHPHQWV
A number of requirements exist for estimating planned costs. For more information, see
Requirements for Estimating Planned Costs [Page 103].
&RVWLQJ
For more information on how to use the system to estimate planned costs, see Estimating
Planned Costs [Page 104].
'LVSOD\
You can display the estimated costs:
• At FRVWHOHPHQW level
For more information, see Displaying Costs at Cost Element Level [Page 105].
• At YDOXHFDWHJRU\ level
For more information, see Displaying Costs at Value Category Level [Page 106].
-XQH
*UDSKLF(VWLPDWLQJ&RVWVIRUD302UGHU
302UGHU &RVWV
Internal processing
Op. 10: ME 3 hrs
Op. 20: EL 1 hr Internal processing: US$ 500
External processing
Op. 30: EXTERN 1 hr. External processing: US$ 150
Stock material
2 pcs Material ABC Stock material: US$300
Non-stock material
2 pcs Material XYZ Non-stock material: US$ 500
Total: US$ 1,450
-XQH
5HTXLUHPHQWVIRU(VWLPDWLQJ3ODQQHG&RVWV
5HTXLUHPHQWVIRU(VWLPDWLQJ3ODQQHG&RVWV
To display planned costs for a maintenance order, you need to have allocated a control key to
the individual operations in the maintenance order, which includes them in the costing process.
Operations that do not have an appropriate control key allocated to them are disregarded when
estimating the costs.
If dispatched material components are QRW to be included in costing, you must

delete the indicator 5HOHY&RVWLQJ in the general data screen of the individual
components.
For information on how to display planned costs, see Displaying Costs at Cost Element Level
[Page 105].
-XQH
You can use the system to calculate the planned costs for a maintenance order in two ways:
• By saving the order
• Using the function'HWHUPLQHFRVWV
(VWLPDWLQJ3ODQQHG&RVWVE\6DYLQJWKH2UGHU
When you have entered all the data in the maintenance order header and the order operations,
save the order. The system automatically determines the costs for the work planned when it
saves the order.
When you select the order again in Change or Display mode, you can display the costs. To do
this, see Displaying Costs at Cost Element Level [Page 105] and Displaying Costs at Value
Category Level [Page 106].
(VWLPDWLQJ3ODQQHG&RVWV'LUHFWO\
If you want to know the costs for the work planned before saving the maintenance order, you can
also call up the costing function directly.
To do this, go to the header data screen of the maintenance order and choose 2UGHU →
)XQFWLRQV → 'HWHUPLQHFRVWV.
The system determines the costs for the work planned from the order data.
You can now display the calculated costs directly. To do this, proceed as described in Displaying
Costs at Cost Element Level [Page 105] and Displaying Costs at Value Category Level [Page
106].
The following applies to both types of costing:

If the system is unable to determine the costs, you can see the reason in a log.
To do this, choose *RWR → /RJV → 'HWHUPLQHFRVWV.
-XQH
'LVSOD\LQJ&RVWVDW&RVW(OHPHQW/HYHO
'LVSOD\LQJ&RVWVDW&RVW(OHPHQW/HYHO
To display the costs determined by the system for the maintenance order at cost element level,
proceed as follows:
1. Select the required maintenance order.
2. In the header data screen or the operation overview, choose ([WUDV → &RVWUHSRUWV
→UHTXLUHGFRVWUHSRUW!.
If you have selected the planned/actual comparison option, you see an overview of
the costs determined in the screen $QDO\]H&RVWV5HVXOW.
If you have selected the budget/liabilities option, you see the budget report for the
maintenance order on the screen %XGJHWUHSRUW2UGHUV5HVXOW
-XQH
'LVSOD\LQJ&RVWVDW9DOXH&DWHJRU\/HYHO
'LVSOD\LQJ&RVWVDW9DOXH&DWHJRU\/HYHO
9DOXH&DWHJRULHV
Value categories are groupings of cost elements. Value categories are defined by your system
administrator, using the Project System &XVWRPL]LQJ function.
Cost elements 692000 and 693000 are grouped under value category “Internal
activities”.
&DOOLQJ8SWKH&RVW'LVSOD\
To display the costs determined by the system for the maintenance order at value category level,
proceed as follows:
2. In the header data screen or the operation screen, choose *RWR → &RVWRYHUYLHZ.
You see an overview of the costs determined for the value categories created in your
system in &XVWRPL]LQJ.
'LVSOD\LQJ'HWDLOHG9DOXH&DWHJRU\,QIRUPDWLRQ
You can display more detailed information on the individual value categories. To do this, proceed
as follows:
1. Select the value category in the overview screen.
2. Choose *RWR → 'HWDLOHGLQIR.
The system displays a dialog box, with information that includes
− The value category number
− Whether or not the value category is relevant for key figures
− Which key figures from the Plant Maintenance Information System are updated
by the value category
-XQH
6HWWOHPHQW5XOH
6HWWOHPHQW5XOH
You have to enter the correct settlement rule into the system, to ensure that the costs incurred in
the execution of the maintenance task can be settled correctly.
For each order type, the system proposes a particular account assignment which has been
defined for the order type in your company. If the receiver is specified in the location and account
assignment data, the system automatically creates a settlement rule for the maintenance order
containing a distribution rule of 100 percent to the respective receiver.
Using the &XVWRPL]LQJ function, your system administrator determines whether the settlement
rule must have been entered by the time the maintenance order is released, or only by the time it
is completed.
Receiver Types [Page 108]
Defining the Settlement Rule [Page 109]
Budget Control Using Parallel Project Account Assignment [Page 111]
-XQH
5HFHLYHU7\SHV
5HFHLYHU7\SHV
You can settle a maintenance order to one of the following receiver types:
• Cost center
• Order
• Project
• Fixed asset
• G/L account
For details of how to determine the settlement rule, see Defining the Settlement Rule [Page 109].
-XQH
'HILQLQJWKH6HWWOHPHQW5XOH
As a rule, the system determines the settlement rule for a maintenance order automatically from
the object data.
If no object was entered in the maintenance order, or if you do not want the system to determine
the settlement rule automatically, you must enter it manually.
If you use background processing, the system maintains the current default rule.
0DLQWDLQLQJWKH6HWWOHPHQW5XOH0DQXDOO\
To maintain the settlement rule of a maintenance order manually, carry out the following five
steps:
1. Select the required maintenance order from the screen 0DLQWHQDQFH3URFHVVLQJ with
2UGHUV → &KDQJH or 2UGHUV → /LVWHGLWLQJ → &KDQJH.
2. Choose +HDGHU → 6HWWOHPHQWUXOH→ 6HWWOHPHQWUXOH.
There are two processing options:
– If a settlement rule has already been created for the maintenance order, you go
straight to the screen 0DLQWDLQ6HWWOHPHQW5XOH/LVW.
Check the settlement rule:
– If it is satisfactory, return to the maintenance order.
– If you want to change or add to it, select the required receiver type in the
menu 5HFHLYHUV.
This takes you to the screen 0DLQWDLQ6HWWOHPHQW5XOH'LVWULEXWLRQ5XOHV,
where you can make further entries.
– If no settlement rule exists yet for the maintenance order, the system displays a
dialog box, where you can confirm that you want to create a settlement rule. You
then see a screen where you can maintain the settlement rule.
3. Make all the required entries in this screen, using the on-line help functions as
necessary.
4. Return to the maintenance order.
5. Save the maintenance order
&UHDWLQJD'HIDXOW5XOH
To create the current default rule for the maintenance order, proceed as follows:
1. Select the required maintenance order from the 0DLQWHQDQFH3URFHVVLQJ screen with
2UGHUV → &KDQJH or 2UGHUV → /LVWHGLWLQJ → &KDQJH.
2. In the order, choose +HDGHU → 6HWWOHPHQWUXOH → &UHDWH.
There are the following processing options:
− All the data required for the default rule is maintained in your system. The system
automatically creates a suitable settlement rule for the maintenance order.
If you want to display the default rule created, proceed as described above in
“Maintaining the Settlement Rule Manually”.
-XQH
− Some of the data that the system requires to create the settlement rule is missing.
The system cannot create a default rule.
If you want to create the settlement rule manually, proceed as described above in
“Maintaining the Settlement Rule Manually”.
− A settlement rule has already been created for the order.
In this case, the system does not create a new settlement rule. If you want to
change the settlement rule, proceed as described above under “Maintaining a
Settlement Rule Manually”.
-XQH
%XGJHW&RQWURO8VLQJ3DUDOOHO3URMHFW$FFRXQW$VVLJQPHQW
%XGJHW&RQWURO8VLQJ3DUDOOHO3URMHFW$FFRXQW
$VVLJQPHQW
To assist you in the budget control of your maintenance order, you can enter a project as a
budget object in addition to the target account assignment for the settlement (for example, a cost
center). The link between plant maintenance and project management is established through the
maintenance order: the plan value of the maintenance order is used for the project management
budget control. However, the order is settled to the target account assignment.
This process is illustrated in the diagram below:
0DLQWHQDQFH3URMHFWV
3URMHFW%
%XGJHW&RQWURO
2UGHU 2UGHU 2UGHU 2UGHU

3URMHFW 3URMHFW 3URMHFW 3URMHFW
% % % %
&RVWFHQWHU &RVWFHQWHU &RVWFHQWHU &RVWFHQWHU

6HWWOHPHQW
5HFHLYHU 5HFHLYHU
FRVWFHQWHU FRVWFHQWHU

-XQH
Most orders in Plant Maintenance are planned and executed without any
particular relationship between the individual operations.
However, you should consider using relationships in the following cases:
• If you want to carry out extensive, detailed shutdown planning
• If specific operations need to be carried out in parallel, or in a particular
sequence
• If you want to use a different sequence of operations to the normal sequence
automatically used as standard
:KDWDUH5HODWLRQVKLSV"
A relationship describes the processing and temporal dependencies between two operations in a
maintenance order. For example, it can specify that a particular operation can only start once
another operation has been completed, or that an operation cannot be completed before another
operation has been completed. The operation becomes the predecessor or the successor of
another operation through the relationship:
Relationships are characterized by two factors:
• Type
• Time interval
:KDWDUH5HODWLRQVKLSV8VHGIRU"
In order to be able to plan and execute extensive maintenance tasks efficiently, the sequence
and dependencies between the individual operations are very important. For this reason, you
need to be able to relate the operations of a maintenance order to one another in terms of time,
in other words, to network them. You can do this using the networking and relationship functions
in the PM System.
When you use relationships in a maintenance order, you give the order the main properties of a
network from the Project System (PS). For a more detailed description of networks, refer to 36
3URMHFW6\VWHP.
You can network both the operations within a particular order and the operations of different
orders with one another.
If you create a maintenance order ZLWKRXW networking the operations using a

particular relationship, the system automatically schedules the operations as for a
start-finish relationship with a time interval of zero.
Types of Relationship [Page 114]
Relationship Time Intervals [Page 116]
Creating Relationships [Page 117]
Changing Relationships [Page 126]
-XQH
Displaying Relationships [Page 127]

Deleting Relationships [Page 128]
Carrying Out a Loop Analysis [Page 129]
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7\SHVRI5HODWLRQVKLS
7\SHVRI5HODWLRQVKLS
The type of a relationship determines the way in which the individual operations are linked to one
another. There are four types of relationship:
• Finish-start relationship
• Start-start relationship
• Finish-finish relationship
• Start-finish relationship
)LQLVK6WDUW5HODWLRQVKLS
The end of one operation is linked to the start of the subsequent operation.
Repair Install
equipment equipment
The operation “Install equipment” can only start once the operation “Repair equipment” has been
completed.
6WDUW6WDUW5HODWLRQVKLS
The start of an operation is linked to the start of the subsequent operation.
Put up
scaffolding Painting
The operation "Painting" can not start before the

operation "Put up scaffording" has started.
The operation “Painting” can only start once the operation “Put up scaffolding” has started.
)LQLVK)LQLVK5HODWLRQVKLS
The end of an operation is linked to the end of the subsequent operation.
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7\SHVRI5HODWLRQVKLS
Painting Take down

scaffording
The operation "Take down scaffording" can not finish

until the operation "Painting" is finished.
The operation “Take down scaffolding” can only be completed once the operation “Painting” has
been completed.
6WDUW)LQLVK5HODWLRQVKLS
The start of one operation is linked to the end of the subsequent operation.
Acceptance
7h9
Put in operation
The operation "Put in operation" can not finish before

the operation "Acceptance" has started.
The operation “Put in process” can only be completed once the operation “Acceptance” has
begun.
In Plant Maintenance, the finish-start relationship with a time interval of zero is

normally used.
For more information on how to create relationships, see Creating Relationships [Page 117].
-XQH
5HODWLRQVKLS7LPH,QWHUYDOV
5HODWLRQVKLS7LPH,QWHUYDOV
The time interval is the time between two operations linked by a relationship.
Operation 0020 is linked to operation 0010 by a finish-start relationship with a

time interval of two days. This means that operation 0020 can only start two days
after operation 0010 finishes.
You can enter time intervals between linked operations in two ways:
• As positive or negative absolute values
You enter an absolute value, for example, 10 days. In the case of a finish-start
relationship, this means that operation 0020 starts 10 days before the completion of
operation 0010.
• As a percentage of the duration of the preceding or subsequent operation
You enter a percentage, for example, 80 %. In the case of a start-finish relationship,
where the preceding operation 0010 has a duration of 10 days, the subsequent
operation 0020 starts 8 days (= 80% of 10 days) after operation 0010 has finished.
For a detailed description of relationships, refer to 363URMHFW6\VWHP.
For information on how to create relationships, see Creating Relationships [Page 117].
-XQH
&UHDWLQJ5HODWLRQVKLSV
&UHDWLQJ5HODWLRQVKLSV
Before you start networking order operations, you should consider whether the
normal finish-start relationship that the system creates automatically and which is
valid for a maintenance order without networks, is sufficient for your
requirements.
You should only create networks between the individual operations, if you are
sure that you want a GLIIHUHQW type of relationship between the individual
operations or parallel operations.
Note that you cannot network sub-operations using relationships.
Requirements for Creating Relationships [Page 118]
Creating Relationships Using the Graphics Function [Page 119]
Creating Relationships Using the List Function [Page 123]
Networking Several PM Orders Using Relationships [Page 124]
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5HTXLUHPHQWVIRU&UHDWLQJ5HODWLRQVKLSV
5HTXLUHPHQWVIRU&UHDWLQJ5HODWLRQVKLSV
You need the following before you can create and maintain relationships:
• A maintenance order must be created in the system.
• The maintenance order must have several operations.
If you require a different profile from the standard profile for the graphical display,
you must define it using the &XVWRPL]LQJ function and assign it to the relevant
system users.
For details of how to proceed when creating relationships, see Creating Relationships Using the
Graphics Function [Page 119] and Creating Relationships Using the List Function [Page 123].
-XQH
&UHDWLQJ5HODWLRQVKLSV8VLQJWKH*UDSKLFV)XQFWLRQ
To create relationships using the graphics function, carry out the following twelve steps:
1. Call up the maintenance order with the operations you want to network in Create or
Change mode.
2. Call up the operation overview of the maintenance order.
3. Choose *RWR → *UDSKLF → 1HWZRUNVWUXFWXUH.
You see the SAP Graphics screen, containing all the operations you have created for
the maintenance order.
4. Choose &RQQHFW.
5. Click on the operation, IURPZKLFK you want to create the relationship and keep the
mouse-button depressed. The position of the mouse cursor determines the type of
relationship created.
6. Draw a line with the cursor to the operation WRZKLFK you want to create the
relationship. You see a broken line appear on the screen.
The position of the mouse cursor again determines the type of relationship created.
7. Release the mouse-button.
The system links the two operations with a line and writes in the type of relationship.
The line always goes from the right-hand edge of the predecessor to the left-hand
edge of the successor, in other words, it only shows that a link exists: the type of link
is indicated in writing.
Example: Creating Relationships Using the Graphics Function [Page 121]
Once you have created the first relationship, the system automatically adjusts the
scheduling for the maintenance order, and informs you of the change in an on-
line message.
8. If you want to enter detail data for a relationship (for example, time interval), select the
relationship and choose 'HWDLOV → 5HODWLRQVKLS
Make all the necessary entries, using the on-line help functions as required.
From the graphic, you can call up the screens for internal and external processing
of operation data (menu option ([WUDV), enter or change the data and then return
to the relationships graphic.
You can also create new operations in the graphic. For more information, see
Creating Operations Using the Graphics Function [Page 122].
9. Choose %DFNto return to the graphic display.
10. Repeat steps 4 to 8 to create further relationships.
11. Choose *UDSKLF → ([LWto return to the operation overview of the maintenance order.
12. Save the maintenance order
-XQH
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([DPSOH&UHDWLQJ5HODWLRQVKLSV8VLQJWKH*UDSKLFV)XQFWLRQ
'HWHUPLQHW\SHRIUHODWLRQVKLSE\SRVLWLRQLQJWKHPRXVHFXUVRU/LQHVGRQRWFRUUHVSRQG
WRJUDSKLFRQVFUHHQ
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&UHDWLQJ2SHUDWLRQV8VLQJWKH*UDSKLFV)XQFWLRQ
If you are creating or changing relationships in the graphic function, and realize that a certain
operation has not yet been created, you can create it in the graphics function. To do this, carry
out the following five steps:
1. In the graphic, choose ,QVHUWPRGH.
A template for an operation appears in the navigation area.
2. Click on the operation in the navigation area.
3. Position the cursor at the point where you want to enter the new operation, and click
the left mouse-button.
The template for the operation appears at this position.
4. Select the new operation. Call up the editing screens for the operation using the
menu option 0RGLI\ and enter all the relevant operation data.
5. As soon as you return to the graphics display, you can link the new operation to other
operations using relationships.
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&UHDWLQJ5HODWLRQVKLSV8VLQJWKH/LVW)XQFWLRQ
To create relationships using the list function, carry out the following seven steps:
1. Call up the maintenance order with the operations you want to network in Create or
Change mode.
2. Call up the operation overview of the maintenance order and select all the operations
for which you want to create relationships.
Remember that you can only network operations, not sub-operations.

3. Choose 2SHUDWLRQ → 2YHUYLHZV → 5HODWLRQVKLS
You reach the screen &KDQJH302UGHU5HODWLRQVKLS/LVW. In the upper section of the
screen, below the order number, you see the first operation selected, from which you
want to create the relationship.
4. In the data block 5HODWLRQVKLSV, enter the following data:
− The RSHUDWLRQV, with which the above operation is to be networked
− The type of relationship
− If necessary, time interval data
If you want to network the operation with an operation from another maintenance
order, you must also enter the number of this order.
From the list, you can call up the screens for internal and external processing of
operation data (menu option ([WUDV), enter or change the data and then return to
the relationships list.
Once you have created the first relationship, the system automatically adjusts the
scheduling for the maintenance order, and informs you of the change in an on-
line message.
5. To call up the next operation selected, choose 2SHUDWLRQ → $GGRSHUDWLRQV → 1H[W
RSHUDWLRQ.
6. Proceed as described in step 4 for all further operations.
7. The system informs you when you have reached the last operation selected. You now
have the following options:
− Return to the operation overview and call up further functions for the maintenance
order. Then save the maintenance order.
− Save the maintenance order immediately.
-XQH
1HWZRUNLQJ6HYHUDO302UGHUV8VLQJ5HODWLRQVKLSV
You can link the operations of several maintenance orders using relationships. In this way, you
create an operation network that links all the maintenance orders to one another.
The following options are available for networking several maintenance orders to one another
using relationships:
1. Enter all the relationships for the maintenance orders in the list.
To do this, proceed as described in Creating Relationships Using the List Function
[Page 123].
2. Use the list only for the first relationships between different maintenance orders. Then
use the graphics for all further relationships between the operations of the different
maintenance orders.
To do this, proceed as described in “Using the List and Graphic Functions Together”.
8VLQJWKH/LVWDQG*UDSKLF)XQFWLRQV7RJHWKHU
1. Call up the relevant maintenance orders in Create or Change mode.
2. Call up the operation overview of the maintenance order and select the operations
that you want to network with operations from other maintenance orders.
Remember that you may not use sub-operations.
For every maintenance order that you want to include in the network, you need
only enter RQH operation to be networked. This operation forms the link to the
maintenance order entered, and you can then enter any other relationships
affecting the order in the graphic.
3. Choose 2SHUDWLRQ → 2YHUYLHZV → 5HODWLRQVKLS
You see the screen&KDQJH302UGHU5HODWLRQVKLS/LVW. In the upper section of the
screen, below the order number, you see the first operation selected, from which you
want to create the relationship.
4. In the data block 5HODWLRQVKLSV enter the following data:
− The RSHUDWLRQV, with which the operation entered in the top part of the screen is
to be networked
− The RUGHUQXPEHURIWKHRSHUDWLRQV, with which the operation entered in the
top part of the screen is to be networked
− The type of relationship
− If necessary, time interval data
From the list, you can call up the screens for internal and external processing of
operation data, enter or change the data and then return to the relationships list.
-XQH
5. To call up the next operation selected, choose 2SHUDWLRQ → $GGRSHUDWLRQV → 1H[W

RSHUDWLRQ.
6. Proceed as described in step 4 for all further operations.
7. The system informs you when you have reached the last operation selected.
8. Call up the graphic with *RWR → *UDSKLF → 1HWZRUNVWUXFWXUH and enter any
additional relationships to those in the list of orders, as described in Creating
Relationships Using the Graphics Function [Page 119].
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&KDQJLQJ5HODWLRQVKLSV
&KDQJLQJ5HODWLRQVKLSV
Before making any changes to relationships, you should consider whether the
changes are really necessary, since they may affect the scheduling of the whole
maintenance order.
The following options are available for changing relationships:
• You can change the data of existing relationships.
• You can create or insert new relationships.
• You can delete relationships.
For details of how to delete relationships, see Deleting Relationships [Page 128].
To change relationships, call up the relevant maintenance order in the screen 303URFHVVLQJ
with one of the following menu options:
• 2UGHUV → &KDQJH
• 2UGHUV → /LVWHGLWLQJ → &KDQJH
To change relationships, proceed as for creating relationships (see Creating Relationships Using
the Graphics Function [Page 119] or Creating Relationships Using the List Function [Page 123]).
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'LVSOD\LQJ5HODWLRQVKLSV
'LVSOD\LQJ5HODWLRQVKLSV
To display relationships, call up the relevant maintenance order in the screen 303URFHVVLQJ
with one of the following options:
• 2UGHUV → 'LVSOD\
• 2UGHUV → /LVWHGLWLQJ → 'LVSOD\
Then call up the relationships overview as described in Creating Relationships Using the
Graphics Function [Page 119] or Creating Relationships Using the List Function [Page 123].
-XQH
'HOHWLQJ5HODWLRQVKLSV
'HOHWLQJ5HODWLRQVKLSV
If you delete the relationships in a maintenance order, the operations affected are
removed from the network structure. When you then schedule the maintenance
order, the system proceeds on the assumption that the operations start at the
same time, independent of one another.
If you delete a relationship, you change the network structure. Before you delete relationships,
you should therefore make sure that execution of the order has not yet begun.
To delete a relationship, carry out the following six steps:
1. Call up the maintenance order in which you want to delete a relationship from the
screen 303URFHVVLQJ with one of the following options:
− 2UGHUV → &KDQJH
− 2UGHUV → /LVWHGLWLQJ → &KDQJH
2. Call up the operation overview of the maintenance order and select the operation for
which you want to delete a relationship.
3. Call up either the graphic or the list of relationships:
7RFDOOXSWKH 6HOHFW
Graphic *RWR → *UDSKLF → 1HWZRUNVWUXFWXUH
List 2SHUDWLRQ → 2YHUYLHZV → 5HODWLRQVKLS
4. Select the relationships you want to delete.
5. Choose (GLW → 'HOHWH
As soon as all the relationships have been deleted, the system automatically
adjusts the scheduling for the maintenance order and displays an on-line
message to inform you of this.
6. Save the change.
-XQH
&DUU\LQJ2XWD/RRS$QDO\VLV
&DUU\LQJ2XWD/RRS$QDO\VLV
In Plant Maintenance, you work on the assumption that the operations linked by relationships
within an operation network are carried out in consecutive order, and that individual operations
are not repeated. They must not form a ORRS since this results in problems in scheduling the
order.
To avoid creating loops of this kind, the PM System provides a ORRSDQDO\VLVfunction. This is a
tool that checks whether an operation network contains a loop. You should always call up the
loop analysis when you have created new relationships or changed existing ones.
To perform the loop analysis, proceed as follows:
1. Call up the maintenance order for which you want to carry out a loop analysis in
Create or Change mode.
2. Call up the operation overview of the maintenance order.
3. Call up the relationships graphic with*RWR → *UDSKLF → 1HWZRUNVWUXFWXUH
The system displays the existing relationships in the graphic.
4. To start the loop analysis, select the menu path 2UGHU → )XQFWLRQV → /RRSDQDO\VLV
→ 3URFHHG
The system checks all the relationships to see whether they form a loop. If it finds a
loop, it displays all the relationships involved in the loop in a different color.
5. Select the relationship(s) causing the loop and choose (GLW → 'HOHWH
If you want to delete the color highlight of the loop, choose &DQFHO.
6. Leave the graphic and save the change to the order.
-XQH
6FKHGXOLQJ
6FKHGXOLQJ
Once you have planned a maintenance order with all its operations and components, you can
define the following scheduling data:
• The actual execution dates based on the dates specified in the maintenance order
and the time specifications in the operations
• The capacity requirement necessary for carrying out the maintenance order, based
on the dates in the operations
If you have maintained specific UHODWLRQVKLSV for a maintenance order, you

should note the following:
As soon as you create the first relationship for a maintenance order, the system
automatically resets the scheduling from scheduling for orders without
relationships to scheduling for orders with relationships.
The reverse is also true: as soon as you delete all the relationships of a
maintenance order, the system automatically resets the scheduling from
scheduling for orders with relationships to scheduling for orders without
relationships.
As long as scheduling for orders with relationships is valid, the system assumes
that operations for which you have not created relationships begin at the same
time, independent of one another.
Scheduling Requirements [Page 131]
Important Scheduling Data [Page 132]
Maintaining Scheduling Data [Page 133]
Scheduling the PM Order [Page 138]
Copying Project Dates When Assigning a PM Order [Page 143]
Displaying Order Start/End Dates [Page 145]
Displaying Operation Dates [Page 146]
-XQH
6FKHGXOLQJ5HTXLUHPHQWV
6FKHGXOLQJ5HTXLUHPHQWV
A requirement for scheduling a maintenance order is that you have allocated a control key to the
individual operations in the maintenance order, which includes them in scheduling. Operations
which do not have an appropriate control key allocated to them are automatically excluded for
scheduling purposes.
For more information, see Specifying a Control Key [Page 64] and Maintaining Scheduling Data
[Page 133].
For more information on scheduling, refer to the following topics:
• Scheduling a PM Order in the Header Data Screen or the Operation Overview [Page
139]
• Displaying Order Start/End Dates [Page 145]
• Displaying Operation Dates [Page 146]
-XQH
,PSRUWDQW6FKHGXOLQJ'DWD
,PSRUWDQW6FKHGXOLQJ'DWD
If you want the system to schedule a maintenance order, you must maintain the following data:
• Order VWDUWHQGGDWHV
• Order VFKHGXOLQJW\SH
Your system administrator defines the scheduling type for each order type during
system configuration. The system automatically proposes the scheduling type
when you create a maintenance order, but you can change it if necessary.
• The FRQWURONH\ with a scheduling indicator for each operation
• The execution duration
Data relevant to scheduling is stored as a formula in the work center master data.
If you want to schedule a maintenance order, the execution duration is usually
used.
• The performing ZRUNFHQWHU
For more information on scheduling, see the following topics:
• Maintaining Scheduling Data [Page 133]
139]
• Displaying Order Start/End Dates [Page 145]
• Displaying Operation Dates [Page 146]
-XQH
0DLQWDLQLQJ6FKHGXOLQJ'DWD
To maintain the scheduling data for a maintenance order, select the order in Create or Change
mode and maintain the relevant data as described below.
302UGHU6WDUW(QG'DWHV
Maintain start/end dates in the central header data screen of the maintenance order, using the
menu path *RWR → &HQWUDOKHDGHU.
The system schedules all the operations of a maintenance order in consecutive numerical order
for these dates.
302UGHU6FKHGXOLQJ7\SH
The scheduling type determines whether and how a maintenance order is to be scheduled:
,IDPDLQWHQDQFHRUGHU 7KLVPHDQVWKDW
Is to be scheduled forwards, Order execution is to start on the start date specified.
Parameter entry: Start date
You can use this scheduling type with or without a time
of day.
Is to be scheduled backwards, Order execution is to finish on the end date specified.
Parameter entry: End date
You can use this scheduling type with or without a time
of day.
Is to be scheduled for the current The maintenance order is to be carried out that same
date, day.
Parameter entries: Start and end dates
Is not to be scheduled, You do not need to enter any scheduling data.
Parameter entry: None
Graphic: Overview of Scheduling Types [Page 135]

Maintain the scheduling type in the header detail data screen of the maintenance order. You
access this screen from the central header data screen with +HDGHU→+HDGHUGHWDLOGDWD.
&RQWURO.H\
Using the control key, which you specify for each operation in the overview screen or the detail
screen, the system determines whether or not an operation is to be included in scheduling.
You can maintain the control key for an operation in the maintenance order in two ways:
1. In the operation overview of the maintenance order, which you access with *RWR →
2SHUDWLRQRYHUYLHZ
-XQH
2. In the detail screen of the relevant operation, which you access from the operation
overview with 2SHUDWLRQ → ,QWHUQDOSURFHVVLQJor 2SHUDWLRQ → ([WHUQDOSURFHVVLQJ
([HFXWLRQ'XUDWLRQ
Each operation that you want to include in scheduling must have an execution duration,
according to the formula entered in the work center.
You maintain the execution duration in the operation detail screen of each operation, which you
select using 2SHUDWLRQ → ,QWHUQDOSURFHVVLQJor 2SHUDWLRQ → ([WHUQDOSURFHVVLQJ. You can do
this in two ways:
1. You have the system automatically determine the execution duration on the basis of
other specifications in the block 'HIDXOWYDOXHV in the detail screen.
2. You enter the execution duration manually.
The examples below illustrate these options:
Example: Automatic Calculation of Execution Duration [Page 136]
Example: Entering the Execution Duration Manually [Page 137]
6FKHGXOLQJ5HVWULFWLRQV
You can enter scheduling restrictions for an operation, specifying, for example, that an operation
should not be processed before a certain date or time of day.
You enter these restrictions in the scheduling screen of the individual operation, which you
access from the operation overview by selecting the operation and the menu option 2SHUDWLRQ →
2SHUDWLRQGDWHV.
3HUIRUPLQJ:RUN&HQWHU
Using data from the master record of the performing work center, the system calculates the start
and end times for carrying out the operation, on the basis of the shift schedule.
You can maintain the performing work center for an operation in the maintenance order in two
ways:
1. In the operation overview of the maintenance order, which you access with *RWR →
2SHUDWLRQRYHUYLHZ
2. In the detail screen of the operation, which you access from the operation overview
with 2SHUDWLRQ → ,QWHUQDOSURFHVVLQJor 2SHUDWLRQ → ([WHUQDOSURFHVVLQJ
For details of how to schedule a maintenance order, see Scheduling a PM Order in the Header
Data Screen or the Operation Overview [Page 139].
For information on assigning a maintenance order to a project and copying the project dates to
the order, see Copying Project Dates When Assigning a PM Order [Page 143].
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&XUUHQW 6WDUW (QG
GDWH GDWH GDWH
([HFXWLRQRI
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([DPSOH$XWRPDWLF&DOFXODWLRQRI([HFXWLRQ'XUDWLRQ
$FWLRQ (QWU\
Enter the activity type for the operation in the field $FWLYLW\W\SH: SPK
Enter the time required to perform the operation in the field :RUN: K
Enter the number of persons who are to perform the work in the field 1XPEHU:
Enter the proportion of working time that the persons can use to perform the
operation as a percentage in the field 3HUFHQW:
Specify the key for calculating the execution duration in the field &DOFXODWLRQNH\:
Press ENTER. The system calculates the execution duration and enters it in the field K
1RUPDOGXUDWLRQ:
This entry method is suitable if the entries in the fields 1XPEHU and 1RUPDOGXUDWLRQ are inversely
proportional to one another:
:RUN1XPEHU 1RUPDOGXUDWLRQ
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([DPSOH(QWHULQJWKH([HFXWLRQ'XUDWLRQ0DQXDOO\
$FWLRQ (QWU\
Enter the activity type for the operation in the field $FWLYLW\W\SH: SPK
Enter the execution duration in the field 1RUPDOGXUDWLRQ: K
This entry method is suitable if the number of persons and the duration are not in any proportion
to one another.
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6FKHGXOLQJWKH302UGHU
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Using the &XVWRPL]LQJ function, your system administrator can configure the system so that it
schedules the maintenance order each time you save it. However, you can also have the system
schedule the maintenance order on a test basis at the planning stage, to see whether the data
calculated is suitable. You can do this in various ways, depending on the type of planning you
use:
139]
• Scheduling a PM Order in the Structure Graphic [Page 140]
• Scheduling Networked PM Orders [Page 141]
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6FKHGXOLQJD302UGHULQWKH+HDGHU'DWD6FUHHQRUWKH2SHUDWLRQ2YHUYLHZ
6FKHGXOLQJD302UGHULQWKH+HDGHU'DWD6FUHHQRUWKH
2SHUDWLRQ2YHUYLHZ
To schedule a maintenance order in the header data screen or the operation overview, carry out
the following two steps:
1. Enter all the necessary scheduling data in the header data screen, the operation
overview and the detail data screens of the maintenance order, as described in
Maintaining Scheduling Data [Page 133].
2. In the header data screen or the operation overview, 2UGHU → )XQFWLRQV → 6FKHGXOH.
The system schedules the order.
If the system is unable to carry out scheduling, you can display the reason for this in a
log, with the menu option *RWR → 3URWRFROV → 6FKHGXOLQJ.
The system does not take account of date entries for sub-operations during
scheduling. However, you can specify sub-operation dates by entering the time
interval with reference to the operation in the sub-operation date screen.
For information on how to display order start/end dates, see Displaying Order Start/End Dates
[Page 145].
For information on how to display operation dates, see Displaying Operation Dates [Page 146].
-XQH
6FKHGXOLQJD302UGHULQWKH6WUXFWXUH*UDSKLF
6FKHGXOLQJD302UGHULQWKH6WUXFWXUH*UDSKLF
To schedule a maintenance order, in the structure graphic, perform the following steps:
1. Select the maintenance order in Change mode.
overview and the detail data screens of the maintenance order as described in
3. In the operation overview, choose *RWR → *UDSKLF → 1HWZRUNVWUXFWXUH.
You see the structure graphic, containing the operations of the order and its
networked orders and any relations created between the operations.
The system schedules the work order you selected; it does not schedule the other
work orders that are displayed.
4. Call up the graphic scheduling function with 2UGHU → )XQFWLRQV → 6FKHGXOH.
The system schedules the order(s) and displays an on-line message to inform you
that scheduling has been completed.
5. You can display the dates determined in the following two ways:
– You can display the operations in the graphic in enlarged format. In the graphic,
choose 6HWWLQJV→'LVSOD\RSWLRQV. The system displays a dialog box, where
you select the mode of representation ODUJH
Press &RQWLQXH. The graphic display now also contains the dates for each
operation.
– Select the required operations with (GLW → 6HOHFW → UHTXLUHGRSWLRQ! and then
choose 'HWDLOV → 'DWHV.
The system displays the dates for the selected operations.
Return to the graphic with *RWR → %DFN
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6FKHGXOLQJ1HWZRUNHG302UGHUV
The following options are available for scheduling orders from an order network consisting of
several maintenance orders:
You can schedule:
• All the maintenance orders in an order network at the same time.
• An individual maintenance order belonging to an order network.
6FKHGXOLQJDOOWKH302UGHUVLQD1HWZRUNDWWKH6DPH7LPH
To schedule all the maintenance orders in an order network at the same time, carry out the
following seven steps:
1. From the SAP menu, choose /RJLVWLFV → 3ODQW0DLQWHQDQFH → 0DLQWHQDQFH
SURFHVVLQJ → 2UGHUV → 2UGHUVFKHGXOLQJ.
You see the initial total network scheduling screen for maintenance orders.
2. Enter one of the maintenance orders that is part of the network you want to schedule.
3. Choose (GLW → 6FKHGXOH.
You see the screen with the valid scheduling data.
4. Make all the necessary entries or changes.
5. Start the scheduling function with 2UGHUVFKHGXOLQJ → 3URFHHG.
The system schedules all the maintenance orders that are networked with the order
you entered in the initial screen. Scheduling is carried out for the dates that you
entered in the 6FKHGXOLQJ block.
The system displays an on-line message to inform you that scheduling has been
completed.
6. You can call up the following display functions to check the data calculated:
− 'DWHVHUURU ORJ
If the system is unable to carry out the scheduling function, you can display the
reason for this in a log, with the menu option *RWR → 3URWRFROV → 6FKHGXOLQJ.
− &RPSDULVRQRIWKHROGDQGQHZGDWHV
To display both the old dates for the individual orders and operations of the order
network, and the new ones calculated by the system, choose *RWR → 'DWH
RYHUYLHZROGQHZ.
7. Save the order network scheduling.
6FKHGXOLQJDQ,QGLYLGXDO302UGHULQDQ2UGHU1HWZRUN
When you schedule an individual maintenance order that is included by

relationships in an order network, the system takes the dates of the other
maintenance orders into account for the order to be scheduled. However, it does
not change the dates of the other orders.
-XQH
To schedule an individual maintenance order that is included in an order network by

relationships, proceed as described in one of the following topics:
139]
• Scheduling a PM Order in the Structure Graphic [Page 140]
-XQH
&RS\LQJ3URMHFW'DWHV:KHQ$VVLJQLQJD302UGHU
When you assign a maintenance order to a project, this means that the project dates represent
the master start/end dates. The order can be assigned to a WBS element or a network operation
of the project. If you assign the work order to both a WBS element and a network, the system will
always transfer the dates of the network operation.
7RDVVLJQDPDLQWHQDQFHRUGHUWRDSURMHFWDQGFRS\WKHGDWHVIURPLWFDUU\RXWWKH
IROORZLQJVL[VWHSV
overview and the detail data screens of the maintenance order as described in
2. Call up the header extra data screen with +HDGHU → $VVLJQPHQWV→ *HQHUDO.
3. Enter the WBS element or the operation of the network to which the maintenance
order is assigned and press ENTER.
4. Your entry determines how you proceed:
– If you have entered a WBS element, you can decide whether you want to copy
the WBS element dates for the maintenance order or not.
If you FRS\WKHSURMHFWGDWHV, the system changes the order start/end dates in
the block 'DWHV to the project start/end dates.
If you do QRWFRS\WKHSURMHFWGDWHV, the original maintenance order dates
remain valid for scheduling.
– If you have entered an operation of a network, the system automatically takes
over the dates. You may also transfer the WBS element, the profit center, the
business area and the priority from the operation to the work order.
You can take over the dates that have changed in the project system simply by
pressing the function key for the update of project dates. This function key is
also available in the selection function for work orders. Thus you are able to
update the dates of several project-related or network-related work orders in
one processing step.
5. Return to the header data screen and schedule the maintenance order with the menu
option 2UGHU → )XQFWLRQV → 6FKHGXOH.
If the system cannot carry out scheduling, you can display the reason for this in a log,
with the menu option *RWR → 3URWRFROV → 6FKHGXOLQJ.
The system does not take account of date entries for sub-operations during
scheduling. However, you can specify sub-operation dates by entering the time
interval with reference to the operation in the sub-operation date screen.
-XQH
For information on how to display the operation dates calculated, see Displaying Operation Dates
[Page 146].
-XQH
'LVSOD\LQJ2UGHU6WDUW(QG'DWHV
'LVSOD\LQJ2UGHU6WDUW(QG'DWHV
The order start/end dates are displayed in the header data screen of the maintenance order. You
generally enter these dates yourself as parameters for scheduling the operations.
If you only entered one start/end date for the maintenance order, the system automatically
calculates the second date during scheduling:
,I 7KHQ
You schedule forwards, The system uses the calculated end date.
You schedule backwards, The system uses the calculated start date.
If you selected a scheduling type with time of day, the system calculates the second start/end
date with the time.
Both the start/end dates and the estimated and actual dates for the maintenance order are
displayed in the header extra data screen. You can call this up with +HDGHU→+HDGHUGHWDLO
GDWD.
For information on how to display the operation dates, see Displaying Operation Dates [Page
146].
-XQH
'LVSOD\LQJ2SHUDWLRQ'DWHV
'LVSOD\LQJ2SHUDWLRQ'DWHV
You can display the operation dates that the system calculated during scheduling for a
maintenance order and its operations as follows:
1. Select the operation overview of the maintenance order.
2. Select the operation for which you want to display the scheduling dates and then
choose 2SHUDWLRQ → 2SHUDWLRQGDWHV.
You see the screen 2SHUDWLRQ'DWHV, containing the dates and times calculated for
the selected operation.
For information on how to display the order start/end dates, see Displaying Order Start/End
Dates [Page 145].
-XQH
5HYLVLRQ$VVLJQPHQW
5HYLVLRQ$VVLJQPHQW
Revisions are often planned in a company for certain periods during the year of during
production. During these periods, certain technical system parts or even the entire company may
shut down, allowing a large proportion of due maintenance tasks to be carried out.
When planning maintenance orders, you determine (amongst other things) that certain tasks
would be carried out most conveniently during the next revision. You assign these orders to one
of the revisions which are managed in the system.
$VVLJQLQJDQ,QGLYLGXDO0DLQWHQDQFH2UGHUWRD5HYLVLRQ
You can assign an individual maintenance order to a revision by entering the revision in the
header data screen of the maintenance order.
The basic dates of the maintenance order are adjusted to those of the revision, and the system
reschedules the order.
$VVLJQLQJ6HYHUDO0DLQWHQDQFH2UGHUVWRD5HYLVLRQ6LPXOWDQHRXVO\
You can assign several maintenance orders to a revision simultaneously by performing the
following four steps:
1. Create a maintenance order list (see Working with Lists [Ext.]).
2. Select the required maintenance orders in the list.
3. Choose 2UGHU→5HYLVLRQ→$VVLJQUHYLVLRQ
The system displays a dialog box, in which you enter specifications regarding the
revision to which you want to assign the selected orders.
4. Press &RQWLQXH
The selected maintenance orders are now assigned to the revision entered. The
system adjusts the basic dates of the maintenance orders to those of the revision and
reschedules the orders.
8SGDWLQJ5HYLVLRQ'DWHVIRU0DLQWHQDQFH2UGHUV
The dates of a revision may sometimes be moved. To adjust maintenance orders, which were
assigned to a moved revision, to the new dates, perform the following three steps:
1. Create a maintenance order list (see Working with Lists [Ext.]).
3. Choose 2UGHU→5HYLVLRQ→5HIUHVKGDWHV
The system readjusts the basic dates of the selected maintenance orders to those of
the revision entered and reschedules the orders.
-XQH
8VH
You can use these functions to assign an order to different objects.
)HDWXUHV
$VVLJQPHQWIRU,QYHVWPHQW3URJUDP
You use this constellation mainly to contol the maintenance object generally independently of
investments. The budget of an investment program can be divided down to the order level. Each
order is then considered individually.
You assign maintenance orders, in which capital investment measures are planned in detail and
described, to investment programs. In this way, you can manage the investment budget across a
range of measures.
For more information about investment management, see IM - Investment Management [Ext.].
$VVLJQPHQWIRU)XQGV0DQDJHPHQW
You can assign maintenance orders to terms from funds management. For this, the account
assignment terms of the order are linked with those of funds management.
For more information about funds management, see FI - Funds Management [Ext.].
$VVLJQPHQWIRU5HDO(VWDWH2EMHFW
You can assign maintenance orders to real estate objects to clarify exactly the costs for these
objects with regard to Plant Maintenance.
For more information about real estate management, see IS-RE - Real Estate [Ext.].
$VVLJQPHQWIRU-RLQW9HQWXUH
In order to divide risks, costs and revenues for a joint venture also with regard to Plant
Maintenance, you can also assign maintenance orders to a joint venture.
-XQH
(QWU\RI3DUWQHU'DWD
(QWU\RI3DUWQHU'DWD
8VH
You can use this function to enter partner data for the order.
You enter a partner on the partner data screen of the order. Here, you can enter the partner and
their functions for the PM order, for example, vendors, customers or contact persons that are
important for the order.
You can only call up this screen if a partner determination procedure has been
defined in your system using the Customizing functions.
6HHDOVR
• Entering Partner Data [Page 150]
• Partners in PM/SM Processing [Ext.]
-XQH
(QWHULQJ3DUWQHU'DWD
(QWHULQJ3DUWQHU'DWD
1. From the order screen, choose +HDGHU→3DUWQHU.
You reach the partner data screen for the order. If partner data already exists for this
order (for example, because a partner is assigned to the equipment entered), the
partner function, number and name/description are displayed here.
2. If necessary, check the partner information already entered. If you want to see more
information about the partners displayed, call up the corresponding menu option.
3. If necessary, enter additional partner information. You can use the on-line help for
this.
4. Save the order with the new or changed partner data.
-XQH
2UGHU5HOHDVH
2UGHU5HOHDVH
8VH
When you have finished planning the maintenance order with all the necessary specifications,
you release it for processing. Only then can the employees start on the activities described.
For information on how to release a maintenance order, see Releasing an Order [Page 153].
,QWHJUDWLRQ
The diagram below shows how order release is incorporated in maintenance processing:
0DOIXQFWLRQ
302UGHU
UHSRUW
0DOIXQFWLRQ 302UGHU
3ODQQLQJ
([HFXWLRQ
'DPDJHORFDWLRQ
5HOHDVH :RUNFHQWHUV
:RUNVWHSV
:RUNFHQWHUV 0DWHULDOLVVXH
&RQWURONH\ &RPSOHWLRQ
0DWHULDO FRQILUPDWLRQ
You can only perform the following activities once you have released an order:
• Printing shop papers
• Issuing material
• Posting goods receipt
• Entering confirmations of times required for the job
• Completing the maintenance task
In many cases, the execution of the maintenance task also includes the technical confirmation.
However, the maintenance order does not have to be released before the confirmation can be
entered.
Before making any changes to a maintenance order which has been released,
you should consider that work may already have started. You must therefore pass
on any changes to the persons actually carrying out the job.
&RPELQDWLRQRI5HOHDVHZLWK3ULQWLQJRI6KRS3DSHUV
Since in many companies the work steps 5HOHDVH and3ULQWVKRSSDSHUVfollow directly after
one another, the PM System allows you to initiate these two steps using a single system function.
See Putting an Order in Process [Page 154]
,PPHGLDWH5HOHDVHIRU$XWRPDWLFDOO\&UHDWHG2UGHUV
In the case of maintenance orders automatically created by the system, you have the option of
releasing the created maintenance orders immediately.
See Releasing Automatically Created Orders Immediately [Page 155]
-XQH
2UGHU5HOHDVH
)HDWXUHV
When you release an order, it has the status 5(/($6('. This status is a prerequisite for
executing the dependent functions outlined above.
When you release an order, the system checks the availability of the material and production
resources/tools and the necessary permits. Finally for the release, the material reservations are
made available for materials planning and for withdrawal and the purchase requisitions are
created.
)RUUHIXUELVKPHQWRUGHUVWKHIROORZLQJDOVRDSSOLHV
After it has been released, you can no longer change certain entries in the refurbishment order:
• The total quantity of repairable spares to be refurbished and its management on the
header data screen of the order
• All the entries in the section 5HIXUELVKPHQW in the header data screen of the order
• The item for the repairable spares to be refurbished in the component list of the order
-XQH
5HOHDVLQJDQ2UGHU
5HOHDVLQJDQ2UGHU
1. Select the maintenance order you want to release with 2UGHUV → &KDQJH in the
0DLQWHQDQFH3URFHVVLQJ screen.
2. Choose 2UGHU → )XQFWLRQV → 5HOHDVH in the header data screen or the operation
overview.
If you have released a maintenance order to be carried out, and subsequently

enter further operations for it, these are automatically released as well.
-XQH
1. Select the maintenance order you want to put in process with 2UGHUV → &KDQJH in
the 0DLQWHQDQFH3URFHVVLQJscreen.
2. Choose 2UGHU → )XQFWLRQV → 3XWLQSURFHVV in the header data screen or the
operation overview.
3. Enter whether you want to print shop papers for the order as well as releasing it. You
can display a separate dialog box for the print option, in which you can check and, if
necessary, change the printing specifications set in the system.
4. Press &RQWLQXH.
Depending on the entries you made in the dialog box, the system continues in one of
the ways described below:
− The system displays a dialog box for printing shop papers, from where you
proceed as described in Printing/Faxing Shop Papers [Page 200].
− The system displays an on-line message, informing you that the PM order has
been released, saved and, if applicable, printed.
You can define the process flow for the function 3XWSURFHVVLQRUGHU specifically
for the individual user. To find out how to do this, see Default Values for the Order
[Page 25].
-XQH
8VH
You have the option of releasing maintenance orders immediately when they are created. This
option is available where maintenance orders were created automatically by the system, that is,
for maintenance orders:
• Which were created using a maintenance plan (maintenance call)
• Which were created from a maintenance notification (using 1RWLILFDWLRQ→)XQFWLRQV→
OUGHU→&UHDWH or 1RWLILFDWLRQ→)XQFWLRQV→OUGHU→&UHDWHQRWLILFDWLRQ)
3UHUHTXLVLWHV
To release these orders immediately when they are created, the system administration must set
the indicator 5HOHDVHLPPHGLDWHO\for the required order types, using the Customizing function.
-XQH
8VH
You use maintenance task lists (PM task lists) to plan maintenance tasks in the maintenance
order. Maintenance task lists are used as a reference and an input tool when processing
maintenance orders and considerably reduce the time required during work scheduling.
The complete or partial planning of maintenance orders using maintenance task lists is advisable
if:
• The activities to be planned involve work which must be executed in a particular way
and for which the same materials are always required
• The activities to be planned involve work which consists of a combination of constant,
recurring work steps and one-time, individual activities
Some manufacturers will provide task lists for maintaining the technical systems they supply,
while many companies create their own internal task lists based on previous experience.
3UHUHTXLVLWHV
Before you can use maintenance task lists for planning in the maintenance order, they must have
already been created in the system by your maintenance planner and must describe certain
recurring tasks completely.
For information on which task list categories are available and how to create maintenance task
lists in the system, see PM - Maintenance Task Lists [Ext.].
)HDWXUHV
• You can include the following maintenance task lists in maintenance orders:
− Object-specific task lists
− General maintenance task lists
− Configurable general maintenance task lists
• You can include one or more maintenance task lists in the maintenance order.
• You can include the same maintenance task list several times in a maintenance
order.
• You can combine maintenance task lists with manually entered operations in the
maintenance order.
• The following selection functions are available for including task lists. These functions
can also sometimes be combined:
− Complete transfer
− Operation selection
− Work center selection
− Renumbering of operations
− One-time, complet inclusion
-XQH
− Operation sorting
You can find out how to use task lists during order planning in Order Planning Using
Maintenance Task Lists [Page 158].
-XQH
3XUSRVH
You perform the steps of this process when you want to use maintenance task lists for planning
in the maintenance order.
3URFHVV)ORZ
1. You create a maintenance order.
See Creating a PM Order [Page 29].
2. You select a task list which you want to use for planning the maintenance order, and
include it directly or using the selection.
In addition, the selection functions are also available. If you want, for example, to
choose certain operations from the task lists or you want to renumber.
See:
– Including a Task List Directly [Page 169]
– Selecting and Including an Object-Specific Task List [Page 170]
– Selecting and Including a General Maintenance Task List [Page 171]
– Selection Functions [Page 159]
– Setting Selection Functions [Page 168]
3. You adapt the included task list operations to the individual requirements of the
maintenance order. You can, for example, change the work center or add additional
operations.
See Adapting a Task List [Page 173].
4. During the planning (but also at a later date), you can display which maintenance task
lists are included in a maintenance order.
To find out how to do this, see Displaying Included Maintenance Task Lists [Page
174].
-XQH
6HOHFWLRQ)XQFWLRQV
6HOHFWLRQ)XQFWLRQV
8VH
You use the selection functions for including maintenance task lists in maintenance orders. They
facilitate:
• The task list and operation selection
• The sorting of operations in the maintenance order
3UHUHTXLVLWHV
To be able to use the selection functions for including task lists, you must define a valid function
combination in your system. Note the different options provided in the system for the combination
of different selection functions:
2SHUDWLRQ :RUN 5HQXPEHU 2QHWLPH 2SHUDWLRQ

VHOHFWLRQ FHQWHU FRPSOHWH VRUWLQJ
VHOHFWLRQ LQFOXVLRQ
2SHUDWLRQ _ can can can can
VHOHFWLRQ
:RUNFHQWHU must _ can can can
VHOHFWLRQ
5HQXPEHU can can _ can not possible
2QHWLPH can can can _ can

FRPSOHWH
LQFOXVLRQ
2SHUDWLRQ must can not possible must _
VRUWLQJ
In general, you only define the selection functions once in the system. Therefoe, it
is very important that you orient yourself towards the usual procedure used within
your company for selecting and including task lists and operations.
If you do QRW activate a selection function, the maintenance task list selected by
you for the maintenance order is copied completely immediately unchanged into
)HDWXUHV
The following functions are available:
2SHUDWLRQ6HOHFWLRQ
-XQH
6HOHFWLRQ)XQFWLRQV
If this function is active, the system displays a dialog box after you have selected the required
task list. You can now select the task list operations required by you for transferring into the
maintenance order. (Example [Page 162])
You can only create orders with included task lists by batch input if the indicator
2SHUDWLRQVHOHFWLRQ is switched off and you include the task list directly [Page
169].
For more information about the batch input in Plant Maintenance, see the
documentation for the program RIIBIP00.
:RUN&HQWHU6HOHFWLRQ
If this function is active, the system displays a dialog box after you have selected the required
task list. Here you have a choice of all the work centers contained in the task list. After you have
selected those required, the system only provides those operations which should be executed by
the selected work center. (Example [Page 163])
Note the following:

• This function can only be used in conjunction with the function 2SHUDWLRQ
VHOHFWLRQ.
• If a sub-operation should be executed by the selected work center, but the
accompanying lower-level operation by a different work center, then ERWK
operations are displayed.
• You can also use this function to change the work center for certain
operations when selecting task list operations for a maintenance order.
(Example [Page 167])
5HQXPEHULQJ
If this function is active, the system allocates an unbroken series of new numbers to the
operations after you have selected the required task list. The gap between the individual
numbers corresponds to the increments you specified. (Example [Page 164])
You use this function in particular if you copy several task lists for an order using
the operation selection and the highest possible operation number might be
overwritten.
2QHWLPH&RPSOHWH,QFOXVLRQ
If this function is active, a task list selected by you can only be included once in the same order.
Note the following:

• In combination with the function 2SHUDWLRQVHOHFWLRQ, this function ensures
that for each task list selection the only operations provided are those which
-XQH
6HOHFWLRQ)XQFWLRQV
have not yet been included in the order you are currently processing.
• The operations of the second and every subsequent selection are place in the
order EHKLQG the previously selected operations.
2SHUDWLRQ6RUWLQJ
If this function is active, the operations you select for an order with the multiple selection of the
same order are copied in such a way that they remain in the same sequence as in the task list.
It is only advisable to use this function if the functions 2SHUDWLRQVHOHFWLRQ and

2QHWLPHFRPSOHWHLQFOXVLRQhave also been selected.
You are QRW allowed to choose the 5HQXPEHULQJ function.
6HHDOVR
Setting Selection Functions [Page 168]
-XQH
([DPSOH2SHUDWLRQ6HOHFWLRQ
([DPSOH2SHUDWLRQ6HOHFWLRQ
Task list 1234567, “Inspection”:
7DVNOLVW 6HOHFWLRQ 7DVNOLVWRSHUDWLRQVLQWKHRUGHU

RSHUDWLRQ
V
;
Renew Renew spark plug
spark plug

Oil change
;
Renew oil Renew oil filter
filter

Renew air
filter
;
Check Check brakes
brakes

Check
headlamp
alignment
-XQH
([DPSOH:RUN&HQWHU6HOHFWLRQ
([DPSOH:RUN&HQWHU6HOHFWLRQ
The work center “Mechanics” was chosen for the work center selection:
2SHUDWLRQVVXERSHUDWLRQVZLWK 6HOHFWLRQRIRSHUDWLRQVSURYLGHGEDVHGRQZRUN
WKHDFFRPSDQ\LQJZRUNFHQWHUV FHQWHUVHOHFWLRQ
LQWKHWDVNOLVW
0010 Mechanics 0010 Mechanics
0020 Electrics 0020 Electrics
0020 0010 Mechanics 0020 0010 Mechanics
0020 0020 Electrics
0030 Mechanics 0030 Mechanics
0040 Electrics
-XQH
([DPSOH5HQXPEHULQJ
([DPSOH5HQXPEHULQJ
The following two task lists are included with the operation selection:
7DVNOLVW 6HOHFWLRQ 7DVNOLVW 6HOHFWLRQ

Operation 0030 ; Operation 0040
Operation 0060 Operation 0080 ;
Operation 0090 Operation 0120
Operation 0120 ; Operation 0160 ;
Operation 0150 Operation 0200
For a set increment of , the system renumbers the operations included in the order as
follows:
7DVNOLVW 2ULJLQDORSHUDWLRQQXPEHU 1HZRSHUDWLRQQXPEHULQWKHRUGHU

Task list 1 0030 0010
0120 0020
Task list 2 0080 0030
0160 0040
-XQH
([DPSOH2QH7LPH&RPSOHWH,QFOXVLRQ
([DPSOH2QH7LPH&RPSOHWH,QFOXVLRQ
First calling up of the task list for order 90001 with the first operation selection:
6HOHFWDEOHWDVNOLVWRSHUDWLRQV )LUVWRSHUDWLRQ 7DVNOLVWRSHUDWLRQVLQWKH

VHOHFWLRQ RUGHU
;
Renew spark plugs Renew spark plugs

Oil change
;
Renew oil filter Renew oil filter

Renew air filter
Second calling up of the task list for order 90001 with second operation selection:
6HOHFWDEOHWDVNOLVWRSHUDWLRQV 6HFRQGRSHUDWLRQ 7DVNOLVWRSHUDWLRQVLQWKH

VHOHFWLRQ RUGHU
;
Oil change Renew spark plugs

Renew air filter Renew oil filter

Oil change
-XQH
([DPSOH2SHUDWLRQ6RUWLQJ
([DPSOH2SHUDWLRQ6RUWLQJ
First calling up of the task list for order 900012 with first operation selection:
6HOHFWDEOHWDVNOLVWRSHUDWLRQV 6HOHFWLRQ 7DVNOLVWRSHUDWLRQVLQWKHRUGHU

;
Renew spark plugs Renew spark plugs

Oil change
;
Renew oil filter Renew oil filter

Renew air filter
;
Check brakes Check brakes

Check headlamp alignment
Second calling up of the task list for order 900012 with second operation selection:
6HOHFWDEOHWDVNOLVWRSHUDWLRQV 6HOHFWLRQ 7DVNOLVWRSHUDWLRQVLQWKHRUGHU

Renew spark plugs
;
Oil change Oil change

Renew oil filter

Renew air filter

Check brakes

Check headlamp alignment
-XQH
([DPSOH&KDQJHRI:RUN&HQWHU
([DPSOH&KDQJHRI:RUN&HQWHU
In a company, maintenance task lists were created whose operations contain dummy work
centers.
If one of these task lists is chosen for a maintenance order, the system displays the dialog box
for the work center selection. The maintenance planner overwites the dummy work centers with
the work centers which should execute the work. Then the planner selects the operations to be
executed and incorporates this special version of the task list into the maintenance order.
-XQH
6HWWLQJ6HOHFWLRQ)XQFWLRQV
6HWWLQJ6HOHFWLRQ)XQFWLRQV
1. Choose the maintenance order in the create or change mode.
2. Choose ([WUDV→6HWWLQJV→'HIDXOWYDOXHV.
You see a dialog box.
3. Select the tab page &RQWURO.
4. In the section 7DVNOLVWWUDQVIHU, select the required selection functions.
You set the valid steps for automatic numbering of operations individually for
each order. To do this, in the required order, choose +HDGHU →
5HVSGDWHQ3DUDPHWHU. You find the field 2SUWQ6WHS in the section 3DUDPHWHUV.
5. Save the settings.
These now apply for all the task lists which you include in orders in the future.
6HHDOVR
Selecting and Including an Object-Specific Task List [Page 170]
Selecting and Including a General Maintenance Task List [Page 171]
-XQH
,QFOXGLQJD7DVN/LVW'LUHFWO\
,QFOXGLQJD7DVN/LVW'LUHFWO\
3UHUHTXLVLWHV
If you want to include a task list directly, you must know the task list group and the group counter.
3URFHGXUH
1. Choose the required maintenance order in the create or change mode.
2. In the header data screen or the operation overview of the order, choose ([WUDV →
7DVNOLVWVHOHFWLRQ→'LUHFWLQSXW.
You see a dialog box in which you can enter the task list directly.
3. Choose whether you want to inlcude an equipment task list, a functional location task
list or a general maintenance task list.
4. Make all the necessary entries and then choose &RQWLQXH.
The system displays the required task list in the order.
• If selection functions [Page 159] have been set in your system, or it is a

configurable general maintenance task list, additional work steps may be
necessary before the system can include the required task list.
• If the selected task list involves a configurable general maintenance task list,
you must enter the valuations for the characteristics which the system
displays for this task list dependent upon the configuration profile.
If the reference object belongs to the same class as the the configurable
general maintenance task list, and characteristic valuations have been
entered for the object, then the system also proposes these characteristic
valuations here.
For more information on configurable maintenance task lists, see PM -
Maintenance Task Lists [Ext.].
-XQH
6HOHFWLQJDQG,QFOXGLQJDQ2EMHFW6SHFLILF7DVN/LVW
6HOHFWLQJDQG,QFOXGLQJDQ2EMHFW6SHFLILF7DVN/LVW
1. Choose the required maintenance in the create or change mode.
2. In the order header data screen or operation overview, choose ([WUDV → 7DVNOLVW
VHOHFWLRQ → 2EMHFWUHODWHG.
If you have already entered individual operation data for the maintenance order, or if
you have included operations from another task list, the system displays a dialog box.
3. Decide whether you want to delete the previously defined operations or not.
You see a list of all the task lists created in the system for the reference object of the
maintenance order concerned.
4. Select the required task list.
If selection functions [Page 159] have been set in your system, or you have
selected them manually, additional work steps such as, for example, selecting
work centers or operations, or entering execution factors [Page 65] may be
necessary.
The system copies the selected task list into the maintenance order, and you return to
the initial screen of the maintenance order.
5. Save the maintenance order or adapt the assigned task list to the individual
requirements of the maintenance order as described in Adapting a Task List [Page
173].
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1. Choose the required maintenance in the create or change mode.
2. In the order header data screen or the operation overview, select one of the following
options:
D If you have specified an DVVHPEO\ for the maintenance order and want to select
operations from the general task lists allocated to that assembly, choose ([WUDV
→ 7DVNOLVW → &UHDWHIDVVHPEO\.
E If the reference object for the maintenance order is included in an REMHFW
VWUXFWXUH (for example, a functional location structure or an equipment hierarchy)
and you want to select operations from the general task lists allocated to this
structure, choose ([WUDV → 7DVNOLVWVHOHFWLRQ → &UHDWHIREMVWU
F If you want to select from DOO the general task lists currently defined in the system,
choose ([WUDV → 7DVNOLVWVHOHFWLRQ → 6HO*HQ7DVN/LVW.
If there is already individual operation data defined for the maintenance order, or if
another task list has already been included, the system displays a dialog box.
3. Decide whether the operations entered previously are to be deleted or not.
In case D you then see a list of all general task lists for the assembly.
In case E you then see a list of all general task lists for the object structure.
In case F you will see a selection screen to be completed. Start the selection using
3URJUDP → ([HFXWH. You will then see a list of all general task lists meeting your
selection criteria.
4. Select the required general task list.
The system displays a dialog box with all the operations contained in the selected
general task list.
• If selection functions [Page 159] have been set in your system, or you
have selected them manually, additional work steps such as, for
example, selecting work centers or operations, or entering execution
factors [Page 65] may be necessary.
• If the selected task list involves a configurable general maintenance task
list, you must enter the valuations for the characteristics which the system
displays for this task list dependent upon the configuration profile.
If the reference object belongs to the same class as the the configurable
general maintenance task list, and characteristic valuations have been
entered for the object, then the system also proposes these characteristic
valuations here.
For more information on configurable maintenance task lists, see PM -
Maintenance Task Lists [Ext.].
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The system copies the selected task list into the maintenance order, and you return to
the initial screen of the maintenance order.
5. Save the maintenance order or adapt the assigned task list to the individual
requirements of the maintenance order as described in Adapting a Task List [Page
173].
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Once you have assigned a task list to the maintenance order, you can adapt it to meet the
individual requirements of the order.
3URFHGXUH
1. Select the operation overview of the maintenance order.
You see the individual operations and sub-operations of the included task list.
2. Change and make additions to the task list in this screen as required. You will find
more information on the different planning options in Contents: Planning in the PM
Order [Page 48].
3. If you want to change the execution factor for a particular operation, proceed as
described in Specifying the Execution Factor [Page 65].
When the system includes a task list in the maintenance order, it also
automatically carries out scheduling, so that the operation dates are immediately
available and can be adapted as required.
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If you have included one or more maintenance task lists in a maintenance order, you can display
which task lists are involved.
3URFHGXUH
1. Choose the required maintenance order in create or change mode.
2. In the header data screen or operation overview of the order, choose ([WUDV→7DVN
OLVWVHOHFWLRQ→'LVSOD\WDVNOLVWV.
The system displays a dialog box in which you see an overview of all the
maintenance task lists included in the maintenance order.
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This section describes how to use maintenance BOMs for planning maintenance tasks.
This section does QRW explain how to create bills of material. For information on
this topic, refer to the SAP documents PM - Bills of Material in Plant Maintenance
[Ext.] andPP - Bills of Material Guide [Ext.]
Maintenance bills of material are used to describe the way in which a piece of equipment or a
functional location is structured and to allocate the spares to a piece of equipment or an
assembly for maintenance purposes. They are either created individually for each piece of
equipment or functional location, or they may apply to a whole group of technical objects.
Maintenance bills of material consist of items which are distinguished according to item
categories. In the standard system, you can allocate four different item categories to a
maintenance order operation from the maintenance bill of material of the reference object:
• Stock item
• Non-stock item
• Variable-sized item
• Text item
Before allocating BOM components, you should read about the effects of allocating the different
components. You will find this information in the topic Effects of Assigning BOM Components
[Page 176].
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When you plan a maintenance order, you can assign materials from the maintenance BOM of the
reference object to the individual operations. The following item categories are valid in this case:
• Stock item
• Variable-sized item
• Non-stock item
• Text item
The assignment of the individual BOM items has different effects in each case:
Effects of Assigning Stock Items [Page 177]
Effects of Assigning Variable-Sized Items [Page 178]
Effects of Assigning Non-Stock Items [Page 179]
Effects of Assigning Text Items [Page 181]
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If you assign stock items to an operation, this has the following effects:
• The system automatically reserves the parts for the order at the latest when the order
is released (5HVHUYDWLRQ3XUFUHT indicator in the order header).
• If you print the shop papers after the order has been released, the parts can be found
in the pick list.
• Material issue slips for the parts, which authorize the craftsmen to remove the parts
from the warehouse, are also printed with the shop papers.
For information on how to allocate BOM items, see Using Bills of Material in Order Planning
[Page 182].
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If you assign variable-sized items to an operation, this has the same effect as assigning stock
items, since you also assign materials held in stock in variable-sized items.
You can also specify the required dimensions.
For information on how to assign BOM items, see Using Bills of Material in Order Planning [Page
182].
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If you assign a non-stock item from the maintenance bill of material to an operation, the system
automatically creates a purchase requisition for the purchasing department directly from the
order at the latest when the order is released (5HVHUYDWLRQ3XUFUHT indicator in the order
header). This triggers external procurement processing, which is described in Contents: External
Assignment of Maintenance Tasks [Page 237].
Based on this purchase requisition, a purchase order is sent to a vendor. Upon delivery, the
goods receipt is posted directly to the maintenance order for which the material was requested,
meaning that the maintenance order is debited immediately with the costs incurred upon goods
receipt. When the invoice is received, any changes to costs incurred are settled to the order.
Graphic: External Procurement Processing [Page 180]
You will find out how to assign BOM items in Using Bills of Material in Order Planning [Page 182].
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If you assign a text item from the maintenance bill of material to an operation, you make the
information contained in the text item available to the employees carrying out the operation.
The short text for the text item appears on the material issue slip in the same way as all the other
material items.
When you print out the shop papers, the system also prints out the short text for the text item in
the same way as for all other material items. The long text appears on the job ticket.
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A maintenance bill of material contains all the materials relevant to the maintenance of a
technical object. It therefore helps you considerably when planning the assignment of materials
in the maintenance order.
For information on how to assign BOM items to a maintenance order, see Assigning Bill of
Material Components [Page 183].
For information on how to display the BOM components assigned to an order, see Displaying
Assigned BOM Components [Page 184] or Displaying Assigned Materials [Page 88].
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To assign a material item to an operation from the maintenance BOM of the reference object,
proceed as follows:
1. Select the maintenance order and then *RWR → 2SHUDWLRQRYHUYLHZ to access the
operation overview.
2. Select the operations to which you want to allocate material.
3. Choose 2SHUDWLRQ → 2YHUYLHZV → &RPSRQHQWV.
You reach the screen &RPSRQHQW$OORFDWLRQ2SHUDWLRQ for the first operation you
selected.
4. Display the components from the reference object ‘s bill of material of those belinging
to the assembly entered in the operation, either in the form of a graphic or as a list
using &RPSRQHQW → &RPSRQHQWVHOHFWLRQ→ <required display form>.
5. Select the materials you want to assign to the operation.
6. Select the materials using the menu bar sequence (GLW→&KRRVH
This takes you back to the component allocation screen for the operation you are
currently editing. The system has entered the selected materials there. Check the
data and change it if necessary.
7. Choose &RPSRQHQW → $GGRSHUDWLRQV → 1H[WRSHUDWLRQ to get to the screen
&RPSRQHQW$OORFDWLRQ2SHUDWLRQ for the next operation selected.
When you have assigned the required materials to all the operations, you return to
the operation overview screen.
8. Save the changes to the maintenance order.
For information on how to display the BOM components assigned to an order, see Displaying
Assigned BOM Components [Page 184] or Displaying Assigned Materials [Page 88].
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You can display all the materials assignment to an order in an overview list. To do this, choose
*RWR → &RPSRQHQWRYHUYLHZ in the header data screen
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This section describes the use of production resources and tools in maintenance orders.
The employees responsible for a maintenance task require resources to help them carry out
some of the operations in the maintenance order. These resources are managed in the SAP
System as production resources/tools (PRTs). PRTs belong to the group of operating and
maintenance resources and are used for assembly or shaping, or to check and restore
dimensional accuracy, structure or functionality. Examples of PRTs are
• Tools
• Measurement instruments
• Drawings
• NC programs
Production resources/tools are represented in the SAP System in four different ways using:
1. The material master record
2. The document master record
3. A master record for other PRTs
4. An equipment master record
You will find out how to create productions resources/tools in the system in the
SAP document PM - Maintenance Task Lists [Ext.].
You will find out how to create productions resources/tools as pieces of
equipment in the SAP document Structuring Technical Systems [Ext.].
You will find out how to plan production resources/tools in a maintenance order in Using
Production Resources/Tools in a Maintenance Order [Page 186].
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If you use PRTs in a maintenance order, you can plan their use in detail. The following functions
are available using the PRT management functionality in the R/3 System:
• Assigning PRTs to an Operation [Page 187]
• Deleting PRTs from an Operation [Page 190]
• Using Quantity Management for PRTs [Page 191]
• Scheduling PRTs [Page 192]
• Checking the Availability of PRTs [Page 193]
• Using Status Management With Production Resources/Tools [Page 197]
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You can assign different PRTs to the same operation in a maintenance order, or assign the same
PRT to several different operations.
Graphic: Assignment of PRTs to Order Operations [Page 189]
To assign a PRT to an operation, perfom the following eight steps:
1. Call up the Create or Change function for maintenance orders in the 0DLQWHQDQFH
3URFHVVLQJscreen.
You reach the initial screen for creating or changing a maintenance order.
2. Make all the necessary entries. Then proceed with A or B, depending on whether you
are creating or changing the PM order:
a) If you are creating a QHZ maintenance order, press ENTER and make all the
required entries as described in Creating a PM Order [Page 29] and Contents:
Planning in the PM Order [Page 48]. Then choose 2SHUDWLRQRYHUYLHZ.
b) If you are changing an H[LVWLQJ order, select the 2SHUDWLRQRYHUYLHZ directly.
3. Select the operation to which you want to allocate PRTs in the 2SHUDWLRQRYHUYLHZ.
You cannot allocate PRTs to sub-operations.
4. Choose 2SHUDWLRQ → 2YHUYLHZV → 357.
The system processes the operations you selected in order:
,I 7KHQ
PRTs have not yet been You see the dialog box 3571HZ/LQHV for the PRT
allocated to the operation, category “Material”.
If you want to add PRTs of another category (for
example, "Equipment" or "Document"), press the
appropriate push-button.
You then see the dialog box 357V1HZ/LQHV with the
fields for the required PRT category.
PRTs have already been You see the screen 357/LVWIRU2SHUDWLRQ. To allocate
allocated to the operation, further PRTs select (GLW → 1HZOLQHV and then one of
the following options:
- 0DWHULDO
- 2WKHU
- 'RFXPHQW
(TXLSPHQW
You then see the dialog box 3571HZ/LQHV with the
fields for the required PRT category.
5. Make all the necessary and required entries in the dialog box 3571HZ/LQHV.
6. Select Copy to assign the PRT entered to the operation. The system enters the PRT
in the 357/LVWIRU2SHUDWLRQ and displays the dialog box 3571HZ/LQHV again ready
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for input. You can now assign another type of PRT. To do this, select the required
option in the function key menu.
When you have entered the last PRT that you want to allocate in the dialog box,
press &RQWLQXH to take you back to the screen 357/LVWIRU2SHUDWLRQ, which now
contains all the production resources/tools that you have assigned.
7. If you have selected further operations to which you wanted to assign PRTs, choose
2SHUDWLRQ → 1H[WRSHUDWLRQ.
8. When you have processed all the required operations, return to the 2SHUDWLRQ
2YHUYLHZ and save the maintenance order.
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To delete production resources/tools for an operation in the maintenance order, perform the
following seven steps:
1. Call up the maintenance order from the 0DLQWHQDQFH3URFHVVLQJ screen using 2UGHUV
→ &KDQJH or with the list editing function.
2. Select the 2SHUDWLRQ2YHUYLHZ of the maintenance order.
3. Select the operations for which you want to delete PRTs.
4. Choose 2SHUDWLRQ → 2YHUYLHZV → 357IRURSHUDWLRQ.
The system processes the operations you selected one after another.
You see the screen 357/LVWIRU2SHUDWLRQ for the first operation selected.
5. Select the PRTs you want to delete and choose (GLW → 'HOHWH. The system now
performs one of the following activities:
– If the maintenance order has QRW yet beenUHOHDVHG, the system deletes the
selected PRTs from the list.
– If the maintenance order has DOUHDG\ been UHOHDVHG, the deleted PRT remains in
the list. However, it can no longer be processed.
Return to the 2SHUDWLRQ2YHUYLHZ and save the maintenance order when you have
processed all the operations selected.
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If you are using PRTs for a maintenance order, there may be some cases where you have to:
• Define exactly how many PRTs of a particular category you require
You need two hammer drills to repair a building.

• Enter the usage value of the PRTs
The usage value helps you determine the degree of wear and tear of a PRT during
use. Entering a usage value is important if, for example, the PRT will be worn out and
will need to be refurbished after having been used a particular number of times.
You need the two drills for a total of 200 holes.

To do this, you can use the quantity management function for PRTs. With this function, you can
enter quantities and usage values for the planned PRTs, expressed as a formula if required.
To use the quantity management functions for PRTs, proceed as follows:
1. Select the required maintenance order, call up the 2SHUDWLRQ2YHUYLHZ and select the
operations you require.
You reach the screen 357/LVWIRU2SHUDWLRQ for the first operation selected.
3. Select the required PRTs in the screen 357/LVWIRU2SHUDWLRQ and call up the quantity
management function with 3URG5HV7RROV→4XDQWLWLHV.
You see the screen 3574XDQWLWLHV for the first PRT selected.
4. Make all the necessary entries and call up any further selected PRTs using
3URG5HV7RROV→&RQWLQXH
5. Return to the screen 357/LVWIRU2SHUDWLRQ where you can process PRTs or further
operations if required. Return to the 2SHUDWLRQ2YHUYLHZ.
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If you are using PRTs for a maintenance order, you often do not need them for the entire duration
of the operation. For this reason you can schedule the individual PRTs individually within the
dates defined for the operation.
To schedule PRTs, proceed as follows:
1. Select the required maintenance order, call up the 2SHUDWLRQ2YHUYLHZ and select the
operations you require.
You reach the screen 357/LVWIRU2SHUDWLRQ for the first operation selected.
3. Select the required PRTs in the screen 357/LVWIRU2SHUDWLRQ and go to scheduling
3URG5HV7RROV→'DWHV.
The system displays the field groups 6FKHGXOLQJGDWD and 'DWHVIRU357XVDJHfor
the first PRT selected.
4. Make all the necessary entries in field group 6FKHGXOLQJGDWD and then press ENTER
The system places the dates determined in the field group 'DWHVIRU357XVDJH.
5. Check the dates and make any changes required to the date parameters.
6. Call up any further selected PRTs using 3URG5HV7RROV→&RQWLQXH
7. Return to the screen 357/LVWIRU2SHUDWLRQ where you can process PRTs or further
operations, if required.
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If you manage the PRTs used in your company at a detailed level, you can determine when
assigning a PRT to an operation whether or not it is available for that operation at the time
required.
The system checks:
• Whether, for production resources/tools with the category “Material”, the material
status allows the PRT to be planned.
• Whether, for production resources/tools with the category “Material”, the stock
situation allows the material to be planned.
• Whether for production resources/tools with the category "Equipment”
− The equipment status allows it to be planned in the maintenance
− The available resource pool is sufficient for planning
For production resources/tools, the resource pool means the difference between
the actual coutner reading and the next planned counter reading.
Checks for production resources/tools of the type “Equipment” can only be

performed, if your System Adminstrator has activated one of the following options
in Customizing:
• Equipment status check
• Equipment status DQG resource pool check
To check the resource pool, the following prerequisites must be met in
the equipment master record:
The piece of equipment must be allocated to a performance-based counter,
from which readings are regularly taken.
A performance-based preventive maintenance plan must have been created
for the counter.
You have the following functions at your disposal.
• Checking PRT Availability in the Operation [Page 194]
• Checking PRT Availability for the Entire Maintenance Order [Page 195]
• Checking PRT Availability Upon Order Release [Page 196]
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To check the availability of a PRT directly in the operation, proceed as follows:
1. Select the maintenance order required. Call up the 2SHUDWLRQ2YHUYLHZ and select
the operations you require.
2. Choose 2SHUDWLRQ → 2YHUYLHZV → 357
3. Select the PRT required in the screen 357/LVWIRU2SHUDWLRQ and call up the
availability check with 3URG5HV7RROV → )XQFWLRQV → 357DYDLODELOLW\.
The system checks whether the selected PRTs are available at the time required and
informs you in an on-line message of the result of the check. If they are not available,
you can find out why in the error log with *RWR → 3URWRFROV → 357DYDLODELOLW\.
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To check in a single work step the availability of all the PRTs that were allocated to a
maintenance order, proceed as follows:
1. Select the maintenance order required.
2. Select the function 2UGHU → )XQFWLRQV → $YDLODELOLW\ → 357DYDLODELOLW\.
The system carries out an availability check for all the PRTs that were allocated to the
maintenance order in its operations. It informs you of the result in an on-line
message. If some of the PRTs are not available, you can display the error log
containing detailed data on the result of the check with *RWR → 3URWRFROV → 357
DYDLODELOLW\.
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When you release a maintenance order, the system carries out an availability check for the
planned PRTs, based on your customizing settings. If the check reveals that some of the
planned PRTs are not available, your system settings determine whether or not you can still
release the order.
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Using the status management functions, you can find out which business transactions are
allowed for a PRT, to determine, for example, whether you are allowed to carry out an availability
check or not.
To call up the status management functions for production resources/tools, proceed as follows:
1. Select the maintenance order, call up the 2SHUDWLRQ2YHUYLHZ and select the
operations required.
3. Select the required PRT in the screen 357/LVWIRU2SHUDWLRQ and all up status
management with 3URG5HV7RROV → 6WDWXV.
You see the screen &KDQJH6WDWXV, continuing a list of the system statuses currently
active.
4. Display the allowed business transaction by choosing 'HWDLOV → 7UDQVDFWLRQV
DOORZHG.
5. Return to the &KDQJH6WDWXV screen and display the status for further selected PRTs
with (GLW → 1H[WREMHFW.
6. Return to the screen 357/LVWIRU2SHUDWLRQ and display the status for PRTs in further
operations if required.
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Shop papers are documents which are required for the execution of a maintenance order.
• You can generally only print shop papers if the control key for the operation
will allow this. In other words, if the indicator 3ULQW is active for the control key.
• The following requirements must also be met for the order in the standard
system:
The system status 5(/($6(' is set
The order is not completed
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The following shop papers available in the standard system:
&RQWURO7LFNHW
The operation control ticket gives the responsible maintenance planner a complete overview of
the maintenance order. It also contains details of permits.
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The job ticket which accompanies the order provides the manual worker carrying out the task
with a complete overview of the order.
If the Document Management System is set up in your system, you can also print
graphics on the job ticket (for example, construction drawings of the technical
system affected) in postscript format.
3LFN/LVW
The pick list informs the warehouse clerk which materials have been dispatched for each
operation in the order.
0DWHULDO,VVXH6OLS
Material issue slips authorize the manual worker to issue the materials required for the order from
the warehouse. A separate material issue slip is printed for each material component.
7LPH7LFNHW
The time ticket is a means of recording work times and assigning labor costs to work centers or
cost objects.
Time tickets are only printed for operations where specified by the control key. The number of
time tickets specified for each manual worker involved in an order is printed out for each
operation. The manual worker enters the time that he needed to carry out the operation.
7LPH7LFNHWIRU6SOLW5HFRUGV
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For this time ticket, the same conditions apply as for the normal time ticket. However, the
specified number is printed for each operation split. The manual worker enters on it the time
which he required to execute the split.
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The manual workers enter on the completion confirmation ticket the relevant completion
confirmation data for each operation, if they themselves do not have authorization to use the
system. The entries on the tickets are then entered centrally into the system.
For each operation, completion confirmation tickets are issued in the planned quantity, if the
control key for the operation allows the printing of completion confirmations and one of the shop
papers is indicated as a completion confirmation ticket.
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The same conditions apply for this completion confirmation ticket as for the normal completion
confirmation ticket. However, it is printed for each operation split in the number specified there.
For details of how to print shop papers, see Printing/Faxing Shop Papers [Page 200].
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You use these functions if you want to print or fax the shop papers for the order.
3UHUHTXLVLWHV
• You can genearally only print shop papers if the control key for the operation will
allow this. In other words, if the indicator 3ULQW is active for the control key.
• The following requirements must also be met for the order in the standard system:
− The system status 5(/($6(' is set if you want to print
− The order is not completed if you want to print
)HDWXUHV
3ULQWLQJ)XQFWLRQV
The following functions are available for printing shop papers:
• Print function
Using this function you can print out shop papers on a printer.
• Fax function
Using this function you can create shop papers using a telefax machine.
7\SHVRI3ULQWRXW
• Printing Shop Papers According to System Settings [Page 202]
You use this procedure if you want to print out the shop papers for an order quickly
and without changing the system settings.
• Printing Shop Papers with Individual Settings [Page 203]
You use this procedure if you want to make additional entries for the shop paper
printout for a particular order.
• Arbeitspapiere beim In-Arbeit-Geben drucken [Page 154]
You use this procedure if you want to combine the shop paper printout with the
putting in process of an order.
• Printing Shop Papers for Individual Operations [Page 205]
You use this procedure if you want to print out shop papers for certain operations of
an order. This is useful, for example:
− If you put the operations of an order at lengthy intervals
− If certain maintenance groups only want to print out the shop papers for particular
operations which concern them
− If the shop papers of an operation have been lost
• Reprinting Shop Papers [Page 206]
-XQH
You use this procedure if you want to reprint out shop papers for an order, for
example, because the original printouts are dirty or have been lost.
• Delta Printing [Page 207]
You use this procedure if you want to print out the shop papers for all the order
operations not yet printed.
$GGLWLRQDO)XQFWLRQV
• Storing Shop Papers in ArchiveLink [Page 209]
You use this procedure if you want to save the shop papers for an order in
ArchiveLink, the optical storage medium of the R/3 System.
• Call Up Print Preview [Page 210]
You use this procedure if you want to see the print preview before you print out the
shop papers.
• Druckprotokoll anzeigen [Page 211]
You use this procedure if you want to look at the print log for an order. The print log is
created automatically by the system if you have printed the shop papers. You can use
this to determine:
− Which papers have already been printed for an order
− Who printed them out
− When they were printed
-XQH
3ULQWLQJ6KRS3DSHUV$FFRUGLQJWR6\VWHP6HWWLQJV
3ULQWLQJ6KRS3DSHUV$FFRUGLQJWR6\VWHP6HWWLQJV
3URFHGXUH
1. Select the required order from the 0DLQWHQDQFH3URFHVVLQJ screen using 2UGHUV →
&KDQJH and then enter the order number.
You reach the header data screen of the order.
2. Now choose the icon 3ULQW in the top line of icons.
5HVXOW
The system prints the shop papers according to the values set in the system and saves the
order.
If no shop papers have been printed, check the printing equipment to see
whether:
• Your print order is in the spool
• The settings for the control key for printing are allowed
• The print diversion is active
-XQH
3ULQWLQJ6KRS3DSHUVZLWK,QGLYLGXDO6HWWLQJV
3ULQWLQJ6KRS3DSHUVZLWK,QGLYLGXDO6HWWLQJV
3URFHGXUH
1. Choose the required order in change mode using /RJLVWLFV→ 3ODQW0DLQWHQDQFH→
0DLQWHQDQFHSURFHVVLQJ→ 2UGHUV→ &KDQJHand then enter the order number.
You reach the header data screen of the order.
2. Choose 2UGHU → 3ULQW → 2UGHU.
The system displays the dialog box &KRRVH6KRS3DSHUV, containing the shop papers
that you can print for this order type and other printing data.
3. Select the papers you want to produce.
Depending on your system settings, individual papers may be automatically selected.
Check all the specifications in the dialog box and overwrite them if necessary.
Note that you can archive shop papers in ArchiveLink (see Storing Shop Papers in
ArchiveLink [Page 209]).
4. Decide whether you want to fax or print the shop papers.
Make all the necessary entries (see Making Fax and/or Print Entries [Page 204]).
The shop papers for the maintenance order are printed at the specified printer or
faxed to the number you specified. The maintenance order now has the status
"printed".
6. Choose 3ULQW)D[.
5HVXOW
• The system saves the order.
• The shop papers for the order are printed at the specified printed or faxed to the
number entered.
• The order has the status 35,17('.
whether:
-XQH
0DNLQJ)D[DQGRU3ULQW(QWULHV
0DNLQJ)D[DQGRU3ULQW(QWULHV
3UHUHTXLVLWHV
You want to print and/or fax the shop papers of an order and hace called up the dialog box
&KRRVH6KRS3DSHUV.
3ULQW$OO6HOHFWHG3DSHUV
Choose 3ULQW)D[.
The system saves the order.
The shop papers for the order are printed at the specified printer or faxed to the number entered.
The order has the status 35,17('.
)D[$OO6HOHFWHG3DSHUVWRWKH6DPH1XPEHU
1. Choose 0XOWLSOHID[
2. Enter the target country and the fax number.
3. Choose &RQWLQXH.
The shop papers for the order are faxed to the to the number entered. The order has
the status 35,17('.
3ULQW6RPH3DSHUVDQG)D[2WKHUV
1. In the dialog box &KRRVH6KRS3DSHUV, make the fax entries for the papers you want
to fax and the print entries for the papers you want to print.
2. Choose 3ULQW)D[.
The shop papers for the order are printed at the specified printed or faxed to the
number entered. The order has the status 35,17('.
-XQH
3ULQWLQJ6KRS3DSHUVIRU,QGLYLGXDO2SHUDWLRQV
3ULQWLQJ6KRS3DSHUVIRU,QGLYLGXDO2SHUDWLRQV
3URFHGXUH
1. Select the maintenance order in change mode with /RJLVWLFV → 3ODQW0DLQWHQDQFH →
0DLQWHQDQFHSURFHVVLQJ → 2UGHUV → &KDQJH.
2. Choose 2UGHU → 3ULQW→,QGLY2SHUDWLRQ3ULQWVHOHFWLRQ from the header data screen
or the operation overview.
The system displays a dialog box with a list of all the operations for the maintenance
order.
3. Select the operations for which you want to print shop papers.
4. Choose &RQWLQXH.
The system displays an on-line message, informing you that the operations were
selected for printing individually and displays the dialog box 3ULQW6KRS3DSHUV in
which you can see the shop papers which can be printed as well as the print
specifications.
5. Select the papers you want to print.
Note that you can archive shop papers in ArchiveLink (see Storing Shop Papers in
ArchiveLink [Page 209]).
6. Check all the data entered by the system based on your system settings in
&XVWRPL]LQJ, and overwrite them if necessary.
7. Decide whether you want to print or fax the shop papers. See Making Fax and/or
Print Entries [Page 204].
8. Choose 3ULQW/)D[.
5HVXOW
• The system saves the order.
• The shop papers for the order are printed at the specified printed or faxed to the
number entered. The order has the status 35,17('.
whether:
-XQH
5HSULQWLQJ6KRS3DSHUV
5HSULQWLQJ6KRS3DSHUV
To reprint shop papers, you proceed in exactly the same way as for printing them the first time.
• If you print out several copies for an order when you first print it, all these
copies are classed as “original”.
• If you reprint orders, these are automatically classed by the system as “copy”
and given the sequential number. The original copy is number “1”.
6HH
• Printing Shop Papers with Individual Settings [Page 203]
• Call Up Print Preview [Page 210]
• Printing Shop Papers for Individual Operations [Page 205]
-XQH
'HOWD3ULQWLQJ
'HOWD3ULQWLQJ
3UHUHTXLVLWHV
Delta printing is only intended for operations which do not yet have the status 35,17('.
You can only execute delta printing if provision has been made for it in your system. For this, the
system administration must make the necessary setting in Customizing.
2SHUDWLRQVWDWXV
An operation receives the status 35,17(' from the system as soon as a shop
paper, for which the indicator 2SHUDWLRQVWDWXV was set in Customizing, is printed
for it.
If the status indicator 2SHUDWLRQVWDWXV has not been set in Customizing for any of
the shop papers, the system can never assign the status 35,17(' to the
operations. If you then execute a delta print, the system reprints the shop papers
for DOO the operations.
2UGHUVWDWXV
An order has the status 3DUWO\SULQWHG if its operations already had the status
35,17(' when a new operation was added.
3URFHGXUH
1. Proceed in exactly the same way as for printing for the first time.
See:
– Printing Shop Papers with Individual Settings [Page 203]
– Printing Shop Papers for Individual Operations [Page 205]
2. In the dialog box &KRRVH6KRS3DSHUV, you must also select the field 'HOWD for the
required papers.
These papers are printed out for those order operations which do not yet have the
status 35,17('.
For operations which have the status 35,17(', these papers are QRW printed,
even if they have not been printed for the print operation for which the status for
these operations was set.
You have the option of overriding the setting for the delta print at runtime, in order to perform a
complete print.
5HVXOW
If you execute a delta print:
• Only new, this means operations not yet printed, appear on the job ticket and
operation control ticket
-XQH
'HOWD3ULQWLQJ
• Time tickets are only printed if they have not yet been printed
• Components are only printed if they have not previously been printed on a component
ticket (for example, the material issue slip)
• The printed papers are indicated as a delta print
• If you have changed the specifications in the fields 4XDQWLW\ or :RUN for the
printed operations, the system does QRW reset the status 35,17('.
• If no shop papers have been printed, check the printing equipment to see
whether:
Your print order is in the spool
The settings for the control key for printing are allowed
The print diversion is active
-XQH
6WRULQJ6KRS3DSHUVLQ$UFKLYH/LQN
6WRULQJ6KRS3DSHUVLQ$UFKLYH/LQN
$UFKLYLQJ6KRS3DSHUV
1. Select the shop papers that you want to archive in the dialog box &KRRVH6KRS
3DSHUV
For details of how to access the dialog box, see Printing Shop Papers with Individual
Settings [Page 203].
2. Use the icon &KRRVHWRFall up the detail screen for each of these shop papers and
enter the desired indicator in the field $UFKLYLQJPRGH
3. Choose &RQWLQXH.
You reach the dialog box &KRRVH6KRS3DSHUV.
4. Choose 3ULQW)D[.
The shop papers for the order are now archived and/or printed according to your
specifications in the ArchiveLink.
whether:
$UFKLYLHUWH$UEHLWVSDSLHUHDQ]HLJHQ
To display an object that is stored in the ArchiveLink with reference to a maintenance order,
select (QYLURQPHQW → 'LVSOD\RULJGRFVfrom the maintenance order.
6HHDOVR
SAP document SAP - ArchiveLink - Application Scenarios [Ext.].
-XQH
&DOO8S3ULQW3UHYLHZ
&DOO8S3ULQW3UHYLHZ
3URFHGXUH
1. Choose the required order in change mode with /RJLVWLFV → 3ODQW0DLQWHQDQFH →
0DLQWHQDQFHSURFHVVLQJ → 2UGHUV → &KDQJH.
2. Proceed now to the neader data screen or the operation overview using either A or B:
a) 2UGHU → 3ULQW → 2UGHU.
The system displays the dialog box &KRRVH6KRS3DSHUV, in which you can see
the shop papers which can be printed as well as print specifications.
b) 2UGHU → 3ULQW → &KRRVHRSHUDWLRQ.
The system displays a dialog box with a list of all the operation orders.
Select the operations for which you want to print shop papers.
Choose &RQWLQXH.
The system informs you that the operations have been marked for individual
printing and displays the dialog box &KRRVHVKRSSDSHUV, in which you can see
the shop papers which can be printed as well as the print specifications.
3. Select the papers you want to print.
Individual papers may already be selected owing to Customizing settings made by the
system administration. Check all entries in the dialog box and change them, if
necessary, by overwriting them.
4. Choose 3ULQWSUHYLHZ.
You now see a print preview of those papers which you have selected for printing.
5. To return to the dialog box &KRRVH6KRS3DSHUV, choose *RWR→%DFN.
-XQH
&DOOLQJ8SWKH3ULQW/RJ
&DOOLQJ8SWKH3ULQW/RJ
3URFHGXUH
1. Choose the header data screen of the required order with /RJLVWLFV→3ODQW
0DLQWHQDQFH→0DLQWHQDQFHSURFHVVLQJ→2UGHUV→UHTXLUHGHGLWLQJPRGH!.
2. Choose *RWR → /RJV → 3ULQW.
You see the print log.
-XQH
'RZQORDGLQJ2UGHUV
'RZQORDGLQJ2UGHUV
Service technicians working on-site with a PC have an alternative to printing out shop papers: if
they want to display and edit orders requiring on-site processing on the PC, they can download
the orders from the SAP System into an Access data base.
For this to be possible, your system administration needs to make the appropriate settings in
Customizing.
The SAP System merely supplies the maintenance order for downloading. The
customer is responsible for providing the PC application used to process the data
on-site.
'RZQORDGIRUD/LVWRI2UGHUV
To download a list of maintenance orders from the system, proceed as follows:
1. Create a list of all the maintenance orders in the system that you want to download.
Proceed as described in Selection of Maintenance Orders and Operations Using Lists
[Page 250].
2. Choose /LVW → $FFHVV.
The system loads the list into the Access data base on the PC. How it is processed
depends on the tools used.
'RZQORDGIRUDQ,QGLYLGXDO2UGHU
To download an individual maintenance order from the system, proceed as follows:
1. Call up the maintenance order that you want to download from the system.
2. Choose 2UGHU → 3ULQW → 'RZQORDG.
The system loads the maintenance order into the Access data base on the PC. How it
is processed depends on the tools used.
-XQH
8VH
These functions are used if the order is released for execution and craftsmen processing
maintenance tasks withdraw the materials they require from stock.
)HDWXUHV
There are two different forms of material issue:
• Issuing Planned Stock Material [Page 214]
• Issuing Unplanned Stock Material [Page 215]
You can also use external procurement to obtain material not held in stock (See External
Procurement of Non-Stock Material [Page 216]).
You can display material movements occuring for a maintenance order. (See Displaying Goods
Movement for Maintenance Orders [Page 219].
-XQH
3UHUHTXLVLWHV
Before you can issue stock material for an order, the order must be released.
The planned issue of stock material for an order is usually entered in the system
by employees under inventory management.
3URFHGXUH
1. From the initial SAP screen, choose /RJLVWLFV → 0DWHULDOVPDQDJHPHQW → ,QYHQWRU\
PDQDJHPHQW → *RRGVPRYHPHQW → *RRGVLVVXH.
You reach the screen (QWHU*RRGV,VVXH,QLWLDO6FUHHQ.
2. Choose *RRGVLVVXH → &UHDWHZUHIHUHQFH → 7RRUGHU
The system displays the dialog box 5HIHUHQFH2UGHU.
3. Enter the number of the maintenance order for which stock material is to be issued in
the dialog box and press&RQWLQXH.
You see the screen (QWHU*RRGV,VVXH6HOHFWLRQ6FUHHQ, in which you see a list of all
the materials dispatched for the specified maintenance order.
4. Select the materials you are withdrawing from stock.
5. Save the withdrawal with *RRGVLVVXH → 3RVW.
-XQH
3UHUHTXLVLWHV
Before you can issue stock material for an order, the order must be released.
The unplanned issue of stock material for an order is usually entered in the
system by employees under inventory management.
3URFHGXUH
1. From the initial SAP screen, choose /RJLVWLFV → 0DWHULDOVPDQDJHPHQW → ,QYHQWRU\
PDQDJHPHQW → *RRGVPRYHPHQW → *RRGVLVVXH.
You reach the screen (QWHU*RRGV,VVXH,QLWLDO6FUHHQ.
2. Choose 0RYHPHQWW\SH → &RQVXPSWLRQ → 7RRUGHU → )URPZDUHKRXVH.
The system enters the relevant data (movement type, plant, storage location) in the
corresponding fields. Check these entries, change them if necessary and confirm
them by pressing (17(5.
You see the screen (QWHU*RRGV,VVXH1HZ,WHPV.
3. Enter the number of the maintenance order for which you want to withdraw unplanned
material, together with the required materials, quantities, and so on.
4. Press ENTER to access the screen (QWHU*RRGV,VVXH&ROOHFWLYH3URFHVVLQJ, which
contains a list of all the materials you want to withdraw.
5. Save the material withdrawal with *RRGVLVVXH → 3RVW.
-XQH
If you plan non-stock material for a maintenance order, the system creates a purchase requisition
for the purchase directly from the order. This triggers external procurement processing.
You can define that the net price entered in the order and copied into the
purchase requisition must be unchanged. To do this, you must set the indicator
&RS\QHWSULFHIURPSXUFKUHTLQWRSXUFKRUGHU in your system for the required
order type in the Customizing of Plant Maintenance.
On the basis of the purchase requisition, a purchase order is sent to a vendor. Upon delivery, the
goods receipt is posted directly to the maintenance order for which the material was requested,
that is, the order is immediately debited with the corresponding costs upon goods receipt. Upon
invoice receipt, any changes to the costs incurred are saved to the order.
See also:
• Creating Purchase Requisitions [Page 217]
• Changing Order Data Relevant to Purchase Orders [Page 218]
-XQH
&UHDWLQJ3XUFKDVH5HTXLVLWLRQV
&UHDWLQJ3XUFKDVH5HTXLVLWLRQV
8VH
To procure non-stock material and external labor, purchase requisitions must be created in the
system. The system offers you the following possibilities:
• You can automatically create purschase requisitions.
• You can specify when purchase requisitions are to be created individually for each
order.
)HDWXUHV
&UHDWLQJ3XUFKDVH5HTXLVLWLRQV$XWRPDWLFDOO\
Using the Customizing function, you can set up the system in such a way that a purchase
requisition is created as soon as a non-stock material or external labor is planned in a
maintenance order.
You can define this function for each individual order type.
Once you have activated the function for an order type, the system sets the indicator “Purchase
requisition created” in the header screen for each maintenance order of this type. This indicator
applies to the entire maintenance order and cannot be reversed.
'HILQLQJZKHQ3XUFKDVH5HTXLVLWLRQDUH&UHDWHG,QGLYLGXDOO\
For those order types for which you do QRW want a purchase requisition to be automatically
created when planning the maintenance order, you must use the Customizing function to set up
the system in such a way that the indicator “Purchase requisition created” is not automatically
set. You can then decide individually when you want the purchase requisition to be created.
Once you have set the indicator, you cannot reverse it as the purchase requisition has already
been created for the maintenance order. The purchase requisition covers all non-stock materials
and external labor that you plan at a later date.
The indicator “Purchase requisition created” is set when the maintenance order is
released.
-XQH
&KDQJLQJ2UGHU'DWD5HOHYDQWWR3XUFKDVH2UGHUV
&KDQJLQJ2UGHU'DWD5HOHYDQWWR3XUFKDVH2UGHUV
Sometimes you cannot avoid changing order data which refers to a purchase order that has
already been created. This data could be, for example, deadlines, quantities or quantity units.
Sometimes entire external operations or components must be deleted.
This is the reason why the maintenance order has been linked to Workflow. You can define this
using the Customizing function individually for each order type and user in your system. With
Workflow all relevant changes to order data are automatically sent to the appropriate purchasing
group. This group can then display both the old and the new version of the order data and take
the appropriate measures.
You can use customer exit COZF0001 to change purchase requisitions which
result from H[WHUQDORSHUDWLRQV.
You can use customer exit COZF0002 to change purchase requisitions which
result from H[WHUQDOFRPSRQHQWV.
Before you use enhancements, read the appropriate documentation.
To do this, from the initial SAP screen, choose 7RROV→$%$3:RUNEHQFK→
8WLOLWLHV→(QKDQFHPHQWV→'HILQLWLRQ.
Enter the number of the enhancement.
Select 'RFXPHQWDWLRQ and choose 'LVSOD\.
-XQH
Once you have planned the material for a maintenance order, you can display
• Whether there are goods receipts for the purchase orders for the order
• Which planned goods issues for the order have taken place
• Which unplanned goods issues for the order have taken place
Your System Administrator must define what data is to be displayed in the list
using the Customizing function.
As soon as this has been defined, you can create lists for orders that already
exist. To do this, use the report RIAUFM00.
To display goods movements for a maintenance order, perform the following two steps:
1. Select the maintenance order in the display or change mode.
2. In the header data screen, choose ([WUDV→*RRGVPRYHPHQW.
The system displays a list of the goods movements that have taken place up until
now for the maintenance order.
For editing the list, the usual list editing functions are available. For more information,
see Working with Lists [Ext.].
-XQH
The process of maintenance order completion is subdivided into two main steps:
• Technical order completion
• Business completion of an order
The business completion requires the technical completion of the maintenance order.
You should complete a maintenance order only if:
• All data that refers to the reference object of the maintenance order is available and
correct.
• All relevant data in the operations and sub-operations is available and correct.
See the following topics for detailed information:
• Technical Maintenance Order Completion [Page 221]
• Business Completion of a Maintenance Order [Page 225]
6SHFLDOFDVH
If you want to complete a maintenance order which was not carried out, refer to
Setting the Status “Not Performed” [Page 227].
-XQH
You usually complete a maintenance order technically once the maintenance work planned in the
order has been carried out. The function for completing an order is used to record the following
information for the maintenance order:
• The system status "Technically completed" is set for the maintenance order.
• The order can only be changed as follows:
− You can lock and unlock it.
− You can post a goods receipt.
− You can change entries in the object list.
− You can flag it for deletion.
• The location and account assignment data specified for the order are set and can no
longer be changed. However, the order can still receive costs, for example through
incoming invoices for materials delivered and used.
If the settlement rule has not yet been maintained for the maintenance order, the
system creates one automatically. If missing data makes this impossible, the
system takes you to the screen for maintaining the settlement rule (see also
Settlement Rule [Page 107]).
• The system flags all outstanding purchase requisitions for the order for deletion.
• The system clears all outstanding reservations for the maintenance order.
• The system clears all outstanding capacity scheduled for the order.
• The system also clears all notifications for the maintenance order, unless prevented
by one of the following reasons:
− In the dialog box &RPSOHWH, the indicator &RPSOHWHQRWLILFDWLRQ was not set.
− One or several tasks are still outstanding.
− A user status in the notification prevents it from been completed.
To complete a maintenance order technically, see Completing a Maintenance Order Technically
[Page 223].
To reverse the technical completion of an order, see Resetting a Technical Completion [Page
224].
When it becomes clear that there are no outstanding postings to be made to an

order, that its data will no longer be changed and that it is required only in
summarized form for evaluation purposes, the maintenance order can become
part of the maintenance history. At this point, the order is flagged for deletion and
can be transferred to the maintenance history using an archiving program.
-XQH
The maintenance history contains order data, together with data from the
maintenance notifications and the usage history data to assist you in evaluating
past tasks and planning future ones.
0DLQWHQDQFH+LVWRU\
8VDJHKLVWRU\ 2UGHUKLVWRU\ 1RWLILFDWLRQKLVWRU\
0DVWHU5HFRUGV 302UGHU 30
1RWLILFDWLRQ
(TXLSPHQW )XQFWLRQDO Costs
ORFDWLRQ Materials
Operations
You will find more information on the maintenance history in 300DLQWHQDQFH

+LVWRU\.
-XQH
&RPSOHWLQJD0DLQWHQDQFH2UGHU7HFKQLFDOO\
&RPSOHWLQJD0DLQWHQDQFH2UGHU7HFKQLFDOO\
1. Select the maintenance order from the screen 0DLQWHQDQFH3URFHVVLQJ with 2UGHUV
→ &KDQJH.
2. Choose 2UGHU → )XQFWLRQV → &RPSOHWHWHFKQ → &RPSOHWHWHFKQfrom the
header data screen or the operation overview.
The system displays the dialog box &RPSOHWH.
3. Check the entries in the dialog box and change them if necessary.
If you also want to complete the notifications assigned to the order, you must select
the field &RPSOHWHQRWLILFDWLRQV.
4. Choose &RPSOHWH.
The system completes the maintenance order technically, assigns it the appropriate
status and saves it.
You can also execute this function for several orders. To find out how to do this,
see Executing Order Functions in the List [Page 254].
-XQH
5HVHWWLQJD7HFKQLFDO&RPSOHWLRQ
5HVHWWLQJD7HFKQLFDO&RPSOHWLRQ
1. Choose the maintenance order from the 0DLQWHQDQFH3URFHVVLQJ screen using
2UGHUV → &KDQJH.
2. In the header data screen or the operation overview, choose 2UGHU → )XQFWLRQV →
&RPSOHWHWHFKQ→5HVHW.
The system resets the status “technically completed”. You can reprocess the order.
The notifications which you have also, if necessary, completed for the technical
completion of the order, are QRW automatically reset with the status ,1352&(66,
if you reset the technical completion of the order.
If you want to reprocess the notifications, you must assign this status individually.
-XQH
As a rule, you perform the business completion of a maintenance order when you no longer
expect any cost posting to the order. The business completion function for an order is used to
record the following information for the maintenance order:
• The system status “completed” is set for the maintenance order.
• The order is locked for further postings, even for postings of costs. This means that
order settlement is only possible as long as the maintenance order has not had
business completion.
A maintenance order can have business completion only when
• It has been completed technically
• Its balance is QLO
• No open purchase orders (commitments) exist for it.
If you want to perform the business completion for an order that has not yet been completed
technically, the system first completes it technically. Then it checks whether or not the balance of
the order is nil and whether any commitments still exist for it.
If the balance is nil and no open commitments still exist for it, the system performs the business
completion of the maintenance order.
If the balance is QRW nil and/or open commitments still exist, the system issues an error message
and sets the status “technically completed” for the order. You can then display the log, process
the maintenance order in order to balance it and then perform the function EXVLQHVVFRPSOHWLRQ
again.
To find out how to perform the business completion of a maintenance order, see Performing the
Business Completion of a Maintenance Order [Page 226].
-XQH
3HUIRUPLQJWKH%XVLQHVV&RPSOHWLRQRID0DLQWHQDQFH2UGHU
3HUIRUPLQJWKH%XVLQHVV&RPSOHWLRQRID0DLQWHQDQFH
2UGHU
You have the following two options to perform the business completion of maintenance orders,
proceed as follows:
• You can perform business completion for an individual maintenance order.
• You can perform business completion for several maintenance orders by using
multiple processing.
3HUIRUPLQJEXVLQHVVFRPSOHWLRQIRULQGLYLGXDOPDLQWHQDQFHRUGHUV
→ &KDQJH.
2. Choose 2UGHU → )XQFWLRQV → &RPSOHWLRQ → &RPSOHWH from the header data screen
or the operation overview.
The system completes the maintenance order, assigns it the appropriate status and
saves it.
3HUIRUPLQJEXVLQHVVFRPSOHWLRQIRUVHYHUDOPDLQWHQDQFHRUGHUVXVLQJ
PXOWLSOHSURFHVVLQJ
1. In the 0DLQWHQDQFH3URFHVVLQJ screen, choose (QYLURQPHQW→0XOWLSOHSURFHVVLQJ
→&RPSOHWHRUGHU
You go to the initial screen for multiple processing for order completion.
2. Perform all necessary and desired entries. The system’s F1 Help function will help
you do this.
3. Choose Update VWDWXV→([HFXWH
The system performs business completion for all maintenance orders that meet the
entry conditions and requirements. The appropriate status is assigned to each one
and is then saved.
There is a log which provides you with information about these activities..
&DQFHOLQJWKH%XVLQHVV&RPSOHWLRQRID0DLQWHQDQFH2UGHU
You may cancel the status “completed” (= business completion) if, for example, you receive an
invoice for the work order after you completed the work order. To perform the business
completion of a maintenance order, proceed as follows:
→ &KDQJH.
2. Choose 2UGHU → )XQFWLRQV → &RPSOHWLRQ → &DQFHOFRPSOfrom the header data
screen or the operation overview.
The system cancels the business completion of the maintenance order, deletes the
status “completed”, assigns it the status “technically completed”, and saves it.
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6HWWLQJWKH6WDWXV³1RW3HUIRUPHG´
6HWWLQJWKH6WDWXV³1RW3HUIRUPHG´
You may want to complete a maintenance order that has not been performed because, for
example
• There was insufficient time for performance of the order
• The order was entered incorrectly
• The order was inadvertently entered into the system twice
You should give such orders the status “not performed”, so that when evaluating and checking it
is clear that the planned tasks were not carried out. To set this status, perform the following three
steps:
1. Call up the maintenance order in change mode.
2. In the header data screen, choose 2UGHU→)XQFWLRQV→&RPSOHWH→1RWSHUIRUPHG
3. Confirm the prompt.
The system completes the maintenance order as described in Technical Maintenance
Order Completion [Page 221] and Business Completion of a Maintenance Order
[Page 225]. It sets the status “not performed” and saves the order.
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6HWWOHPHQW2YHUYLHZ
6HWWOHPHQW2YHUYLHZ
This section describes the settlement of maintenance orders.
&RVW&KDUJHVWR0DLQWHQDQFH2UGHUV
When a maintenance order is processed by your maintenance staff, costs are incurred. These
costs are collected initially on the maintenance order itself and you can then use the high level of
integration between the PM and CO Systems to display the costs and their causes in detail,
allowing you to monitor your internal business processes more effectively. Maintenance
consumption can be measured and charged to the maintenance order in terms of material and
labor costs, external services and so on.
:KDW+DSSHQV'XULQJ2UGHU6HWWOHPHQW"
During settlement, the costs collected on the maintenance order are passed on to the receiver
specified in the settlement rule for that order.
The receiver will invariably be an object in accounting, for example the cost center for a
functional location, the fixed asset to which the piece of equipment is allocated, or the main order
used to monitor the work carried out under several minor maintenance orders.
This receiver is identified using:
• A receiver type [Page 230]
for example, "cost center"
• A key for the receiver
for example, “511”
3UHFRQGLWLRQVIRU2UGHU6HWWOHPHQW
The following requirements must be met before you can settle a maintenance order:
• The order must be released.
• The order must have status "Settlement rule created".
• The order should have incurred costs which have not yet been settled.
You will find out how to allocate maintenance cost in the PM System in Allocating Costs in the
PM System [Page 229].
You will find out which settlement receivers are available in Settlement Receiver Types [Page
230].
You will find out how to settle order costs in Settling a Maintenance Order [Page 233].
There is also a Settlement Example [Page 235], designed to illustrate the process in more detail.
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In the PM System, maintenance costs are allocated to individual technical objects (equipment,
functional locations). Cost information can be tailored to the requirements of the individual
maintenance planner, who is then able to make statements regarding individual machines. These
statements can be summarized according to different criteria (for example, machine category)
and used as a basis for cost comparisons and decision-making.
In the PM System, costs are allocated to the individual tasks carried out at an object by creating
a separate maintenance order for each task. The resulting costs are always charged to the
maintenance order first, before being passed on to the appropriate receiver when the order is
settled.
You will find out which settlement receivers are available in Settlement Receiver Types [Page
230].
There is also a Settlement Example [Page 235], designed to illustrate the process in more detail.
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The receiver of the costs of a maintenance order is usually independent of the reference object,
which merely provides a proposal.
The system does not create separate settlement rules for the individual objects
contained in the object list of a maintenance order. If you want to identify the
costs individually for each object, you will have to create a separate maintenance
order for each object.
5HFHLYHU7\SHV
The following receiver types are always available:
• Cost center
• Fixed asset
• Project
• Order
• G/L account
6HWWOLQJWRD&RVW&HQWHU
When settling a maintenance order to a cost center, you first have to collect the costs on the
order in question. The costs are then settled to the cost center in a separate process.
The receiver cost center might be the cost center responsible for the reference
object, or it may be another cost center which you enter separately.
6HWWOLQJWRD)L[HG$VVHW
When you settle a maintenance order to a fixed asset, you increase the value of the asset
concerned. Again, the costs are collected on the maintenance order and are then settled in a
separate process.
The receiver fixed asset might be the one to which all the objects allocated to the
order belong.
If you settle a maintenance order to a fixed asset you must enter an asset value
date in the settlement rule.
6HWWOLQJWRD3URMHFW
If you are using the Project System to plan and monitor the activities and funds required for your
different maintenance tasks, you can also settle your maintenance order costs to a project.
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Again, the costs are first collected on the order before being settled to the project in a separate
process.
The receiver project might be one used to plan and monitor the funds and
activities used in extensive maintenance work.
6HWWOLQJWRDQ2UGHU
You can also settle maintenance orders to other orders. The costs incurred for individual
measures are first collected on the specific orders before being settled to the required receiver.
The receiver order might be a standing order for particular activities that are only
settled once at the end of the year.
6HWWOLQJWRD*/$FFRXQW
You can settle the costs incurred by your maintenance orders to a G/L account in FI. As always
the costs are first collected on the maintenance order and passed on to the G/L account in a
separate process.
The receiver account might be one you are using to capitalize costs if you are not
using SAP’s Asset Management System.
You will find out how to create a settlement rule for a maintenance order in Defining the
Settlement Rule [Page 109].
There is also a Settlement Example [Page 235] designed to illustrate the process in more detail.
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8VLQJD3URILW&HQWHU
:KDWLVD3URILW&HQWHU"
You can use profit centers to define particular areas of responsibility within your organization.
You can then identify an individual operating result for each individual profit center.
You might define the following areas of your business as individual profit centers:
• Maintenance
• Production
• Administration
3URILW&HQWHUVLQ0DLQWHQDQFH2UGHUV
You can enter the relevant profit center in the +HDGHU'HWDLO'DWD screen of your maintenance
order. You call up this screen using +HDGHU → $VVLJQPHQWV→ *HQHUDO.
The system proposes the profit center from the cost center responsible for the relevant work
center. You can enter a different profit center if you wish.
If you change the responsible work center in the maintenance order, the system will QRW
automatically change the profit center on the header screen. You must make any change
required manually.
When you release the maintenance order, the system checks whether the responsible work
center you entered is allocated to a different profit center from the one entered. If this is the case,
the system makes an entry in the error log.
Until the maintenance order has incurred actual costs, you can change the profit center at any
time.
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You can settle maintenance orders in dialog or using the background processing functions.
With dialog processing, you can:
• Settle each order individually.
• Settle an entire group of maintenance orders at once.
To settle an order group, you must first have created it in the system.
You can perform a test run to simulate the results of the settlement process without posting any
costs.
The Settlement Example [Page 235] is designed to illustrate the process in more detail.
You will find more detailed information on the settlement functions in &26HWWOHPHQW.
6HWWOLQJDQ,QGLYLGXDO0DLQWHQDQFH2UGHU
To settle an individual maintenance order, proceed as follows:
1. Select the settlement function from the 0DLQWHQDQFH3URFHVVLQJ screen using
(QYLURQPHQW → 2UGHUVHWWOHPHQW.
You see the initial settlement screen.
2. Enter where necessary the required controlling area and choose &RQWLQXH.
3. Enter the order number and any other required entries. If you want to perform a test
run, you should specify this here.
4. Choose 6HWWOHPHQW → ([HFXWH.
The system settles the maintenance order and displays the results in a log.
&UHDWLQJDQ2UGHU*URXS
To create a maintenance order group, proceed as follows:
1. Choose (QYLURQPHQW → 2UGHUVHWWOHPHQW → 2UGHUJURXSV → &UHDWH from the
0DLQWHQDQFH3URFHVVLQJ screen.
2. Enter the appropriate controlling area and press &RQWLQXH.
You see the initial screen for creating an order group.
3. Enter a key for your order group and press ENTER.
You see the structure screen for the new order group.
4. Position the cursor on the key for the order group and choose (GLW → 6LQJOHYDOXHV →
0DLQWDLQ.
You see a dialog box.
5. Assign the required orders to the order group.
6. Choose &RQWLQXH.
The system adds the order numbers to the structure
7. Save the order group.
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6HWWOLQJDQ2UGHU*URXS
To settle a maintenance order group, proceed as follows:
1. Choose (QYLURQPHQW → 2UGHUVHWWOHPHQW→&ROOHFWLYH on the 0DLQWHQDQFH
3URFHVVLQJ screen.
You see the initial screen for the settlement function.
2. Enter where necessary the required controlling area and choose &RQWLQXH.
You reach the initial screen for the settlement.
3. Choose the required selection variant and make all the necessary entries. If you want
to perform a test run, you should specify this here.
If you want to use your own selection variants, you should ask your system
administrator to create these using the appropriate customizing function. You can
use the standard selection variant SAP_PM as a model.
4. Choose *RWR→6HOHFWLRQFULWHULD.
You see the selection screen.
5. Enter the name of the order group you want to settle along with any further required
entries.
6. Press &RQWLQXH.
7. Start the settlement run using 6HWWOHPHQW→([HFXWH.
The system settles all the orders in the order group and displays the results in a
settlement log.
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6HWWOHPHQW([DPSOH
The following example illustrates the creation and processing of a maintenance order from the
point of view of order settlement.
7KH0DLQWHQDQFH2UGHU
In a clarification plant, three pumps are to be cleaned in the pumping station. All three pumps are
installed at the same functional location.
3ODQQLQJDQG3ODQQLQJ'DWD
The maintenance planner creates a maintenance order, enters the functional location C1-B01
(pumping station) as a reference object and enters the three pumps in the object list. The order is
to be settled to the pumping station cost center, which has the number 511. This means that all
the costs posted to the order for cleaning the three pumps will be settled to cost center 511 when
the job is complete.
In detail, the order data comprises:
'DWDRQWKHSHUIRUPLQJZRUNFHQWHUÄ36&³SXPSILWWHUV
(QWU\
Number of persons carrying out the job 2
Sender cost center (= cost center of the employees carrying out the job) 909
Activity type Cleaning
Planned number of hours worked per person per pump 1
Cost of activity type per hour $150
Total planned work hours 6
Total labor costs $900
'DWDRQWKHSODQQHGPDWHULDO (QWU\
Consumption posting to the amount of $150
5HOHDVLQJDQG3URFHVVLQJWKH2UGHU
Once the planning stage is complete, the maintenance planner releases the maintenance order
and the employees from work center "PSC" start the job:
• They withdraw the material planned for the maintenance order from the warehouse.
Actual costs of $150 are incurred for the order and are posted immediately to the
appropriate stock account.
• The employees confirm the length of time they worked on the order. It took them a
little longer than planned, so that the resulting actual costs posted to the maintenance
order are $1050. These costs are credited to the sender work center.
6LWXDWLRQ$IWHU&RPSOHWLRQRIWKH-RE
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After the work has been completed and the maintenance order settled, the debits are as follows:
Balance on the maintenance order: $0.00

Debit to the receiver cost center 511 (pumping station):
$1200
.00
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This section describes how the PM System can help you manage maintenance tasks awarded to
external companies.
5HDVRQVIRU([WHUQDO3URFHVVLQJRI7DVNV
In many companies, plant maintenance is carried out not only by the company’s own employees,
but also by external firms. This could be for a number of reasons:
• Internal capacity shortages may mean that contracts have to be awarded externally,
since the company’s own workshops cannot process any more orders.
• The qualifications required to maintain specialized machines are not represented in
the company’s own workshops. Specially trained employees from external companies
are needed.
• A cost comparison between internal and external labor ("Make or Buy") may reveal
that it is more cost-effective to process the task externally rather than internally.
'HFLVLRQ7LPHIRU([WHUQDO3URFHVVLQJRI7DVNV
The decision in favor of external processing can be made as early as the planning stage of a
maintenance task. However, a short-term switch from internal to external labor is often necessary
for internal reasons. The ability to switch quickly and smoothly from internal to external
processing is therefore an important factor.
([WHUQDO3URFHVVLQJ,QGLFDWRU
In the PM System you can distinguish between internal and external processing using a special
control key in the operation.
You will find out how to represent external companies in the SAP System in Representing
External Companies [Page 238].
You will find out how to assign tasks to external companies in:
• Assigning Individual Operations or Sub-Operations Externally [Page 240]
• Assigning the Entire Order Externally [Page 242]
You will find out to process external services in the system in Representing External Services
[Page 243].
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The external companies to which you assign maintenance orders or individual operations must
be stored in the system in the form of master records. There are two ways of doing this:
1. You create a vendor master record.
In this case, an external company is described by a vendor master record which is
maintained by accounting and purchasing.
2. You create a work center "External Company" which refers to a vendor.
To create a work center for plant maintenance, choose /RJLVWLFV → 3ODQW
0DLQWHQDQFH → :RUNFHQWHUV.
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In your maintenance order, you can specify that the work is to be carried out by some of your
own workshops and one or more external companies. This means you can assign different
proportions of the maintenance work to external companies.
You can assign the maintenance order:
• 3DUWLDOO\
Here, you assign individual operations or sub-operations of the maintenance order to
the external companies.
You will find out how to do this in Assigning Individual Operations or Sub-Operations
Externally [Page 240].
• &RPSOHWHO\
Here, you assign all the work on the maintenance order to an external company.
You will find out how to do this in Assigning the Entire Order Externally [Page 242].
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$VVLJQLQJ,QGLYLGXDO2SHUDWLRQVRU6XE2SHUDWLRQV([WHUQDOO\
$VVLJQLQJ,QGLYLGXDO2SHUDWLRQVRU6XE2SHUDWLRQV
([WHUQDOO\
If you want to assign some of the jobs within a maintenance order to external companies, you
can do so using operations and sub-operations. In this way you are dividing a maintenance order
into:
• One or more operations or sub-operations to be performed by the company’s own
workshops
• One or more operations or sub-operations to be performed out by external workshops
To process operations or sub-operations externally, proceed as follows:
1. Select the 2SHUDWLRQ2YHUYLHZ of the maintenance order.
2. Enter the operations and sub-operations which you want to assign to an external
company a control key which allows external processing and flag them.
Your system administrator will use a customizing function to define whether the
control key for external processing automatically triggers the creation of a
purchase requisition or not.
The system will only create a purchase requisition automatically if the indicator
([WHUQDOSURFHVVLQJUHTXLUHG in the field ([WHUQ3URFis set for the control key you
are using.
You can use external processing control keys that do not trigger a purchase
requisition if you are unsure whether an operation is to be processed externally or
not. The control key can then be used to show that you have already entered
external processing data.
3. Select the operations and/or sub-operations.
4. Choose 2SHUDWLRQ→([WHUQDOSURFHVVLQJ.
You see the screen ([WHUQDO3URFHVVLQJ2SHUDWLRQ for the first selected operation or
sub-operation.
5. Make all the necessary entries which describe the external labor to be performed and
specify the procurement options.
You can store the external processing data in the system in the form of default
value profiles. These profiles are dependent on the user, the plant and the order
type concerned and simplify data entry during external procurement of materials
and services.
The default value profiles are defined by your system administrator using the
appropriate customizing functions.
6. Choose Operation→$GGRSHUDWLRQV → 1H[WRSHUDWLRQ to edit the external
processing data for the next operation/sub-operation.
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When you have processed all the selected operations and sub-operations, return to
the 2SHUDWLRQ2YHUYLHZ screen.
When saving, the system creates purchase requisitions for the planned external
services for operations with control keys indicated accordingly. You will find the
respective purchase requisition number in the detail data screen for external
processing of operations/sub-operations.
You can use the customer exit COZF0001 to change purchase requisitions which
result from external operations.
Before you use the enhancement, read the appropriate documentation.
To do this, from the Sap menu, choose 7RROV→$%$3:RUNEHQFK→8WLOLWLHV→
(QKDQFHPHQWV→'HILQLWLRQ.
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$VVLJQLQJWKH(QWLUH2UGHU([WHUQDOO\
In some cases, it may be necessary to assign an entire maintenance order to an external
company. To do this, create a maintenance order with a single operation which you process
externally. Then proceed in exactly the same way as described above in Assigning Individual
Operations or Sub-Operations Externally [Page 240].
-XQH
The processing of external services is represented in the system in the following steps:
1. Based on the external processing data in the maintenance order, the system
automatically creates a purchase requisition for those operations that you flagged for
external processing using the control key.
For more information, see External Processing Data for an Operation [Page 244].
2. The responsible employee in the purchasing department creates a purchase order
based on the purchase requisition.
For more information, see Ordering External Services [Page 245].
3. After "delivery", that is, after the external company has performed out the work
ordered, the system creates a completion confirmation for the purchase order in the
form of a goods receipt.
For more information, see Confirming External Services [Page 246].
4. When the goods are received, the external labor costs are calculated and debited to
For more information, see Invoice Receipt and Debiting the Maintenance Order [Page
247] and Settling External Services [Page 248].
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([WHUQDO3URFHVVLQJ'DWDIRUDQ2SHUDWLRQ
If you have marked an operation as external using the control key, you must maintain external
processing data for it. There is a special screen in the system for this, which you fill in as
described above in Assigning Tasks Completely or Partially [Page 239].
Based on the data entered in this screen, the system creates the purchase requisition for
external labor.
Your system administrator will use a customizing function to define whether the
control key for external processing automatically triggers the creation of a
purchase requisition or not.
The system will only create a purchase requisition automatically if the indicator
([WHUQDOSURFHVVLQJUHTXLUHG in the field ([WHUQ3URFis set for the control key you
are using.
You can use external processing control keys that do not trigger a purchase
requisition if you are unsure whether an operation is to be processed externally or
not. The control key can then be used to show that you have already entered
external processing data.
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2UGHULQJ([WHUQDO6HUYLFHV
2UGHULQJ([WHUQDO6HUYLFHV
The system creates a purchase requisition based on an external operation in the maintenance
order. For more information, see Creating Purchase Requisitions [Page 217].
You will find the number of the purchase requisition in the external processing detail data screen
for the relevant operation or sub-operation.
In the next step, the responsible person from the purchasing department creates a purchase
order. If the supplier is known, this can be done as described below:
1. Select the purchasing processing functions from the SAP main menu using /RJLVWLFV
→0DWHULDOVPDQDJHPHQW→3XUFKDVLQJ.
2. Choose 3XUFKDVHRUGHU→&UHDWH→9HQGRUNQRZQ.
You see the initial screen for creating purchase orders.
3. Complete the initial screen and choose 3XUFKDVHRUGHU→&UHDWHZUHIHUHQFH→
7RSXUFKDVHUHT
The system displays a dialog box, where you can enter selection criteria to help you
find the correct purchase requisition.
4. Press &RQWLQXH.
The system creates a list of all the purchase requisitions that meet the selection
criteria.
5. Select the purchase requisition required and include the data in the purchase order.
6. Complete the fields of the purchase order and then save it.
In the maintenance order, on the external processing screen for the operation,
you can see whether a purchase order has been created for the purchase
requisition or not. If it has, the field 3XUFKDVHRUGH[LVWV is flagged.
For more information, see Changing Order Data Relevant to Purchase Orders [Page 218].
You will find a more detailed description of the purchasing functions in the 003XUFKDVLQJ
*XLGH.
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&RQILUPLQJ([WHUQDO6HUYLFHV
&RQILUPLQJ([WHUQDO6HUYLFHV
You do QRW confirm external services in the same way as ordinary confirmations of the time
required for a job. Instead, you enter it as confirmation of an activity, in the form of a goods
receipt for the purchase order. As a result, the activity is valued at the purchase order price and
passed on to the financial accounting department. The maintenance order which ordered the
activity is debited with this value.
Following a goods receipt for an external operation, the external operation automatically has the
status (;7(51$/23(5$7,213$57/<'(/,9(5('. Only if the “delivery completed” indicator
is set for the goods receipt, does the operation have the status ([WHUQDORSHUDWLRQGHOLYHU\
FRPSOHWHG.
In the maintenance order, on the external processing screen for the operation, you can see
whether a goods receipt has been posted for the purchase order or not. You can see the goods
receipt quantity posted in the field *5TW\.
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,QYRLFH5HFHLSWDQG'HELWLQJWKH0DLQWHQDQFH2UGHU
The vendor invoice generally arrives after delivery. For this reason, the offsetting entry is posted
to a clearing account and automatically cleared when the invoice is received. Any variances
between the value of the goods ordered and the invoice value are debited or credited accordingly
to the order.
It is generally left to the inventory management department to post the goods receipt and check
the invoice. For a more detailed description of the functions required, see 00,QYHQWRU\
0DQDJHPHQW*XLGH and 00,QYRLFH9HULILFDWLRQ*XLGH.
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6HWWOLQJ([WHUQDO6HUYLFHV
6HWWOLQJ([WHUQDO6HUYLFHV
There are two different methods available for settling external services:
• Settlement on a wage hour basis
• Settlement on a total performance basis
The settlement type of each external operation depends on the data you entered in the external
data screen:
• If you specified the number of hours to be worked, the operation is settled on a wage
hour basis.
• If you specified a total operating performance (for example, "change 3 engines"), the
operation is settled on a total operating performance basis.
-XQH
External companies often specialize in repairing and maintaining particular plants or parts of
plants. The jobs that they perform are always the same activities which have possibly already
been described by the manufacturer. In such cases, you can create task lists for external
processing in the system.
6HOHFWLQJ7DVN/LVWVIRU([WHUQDO3URFHVVLQJ
Task lists for external processing must be characterized as such. For this reason, you must flag
the individual operations as external operations using a control key.
You will find a detailed description on how to create task lists in the system in 300DQDJLQJ
0DLQWHQDQFH7DVN/LVW.
,QWHJUDWLQJD7DVN/LVWIRU([WHUQDO3URFHVVLQJ
You integrate task lists for external processing into maintenance orders in exactly the same way
as task lists for internal processing (see Contents: Work Scheduling with Tasks Lists [Page 156]).
3URFHVVLQJD7DVN/LVWIRU([WHUQDO3URFHVVLQJ
The system automatically creates purchase requisitions for the operations of a task list for
external processing.
Completion confirmation and settlement of the operations of a task list for external processing are
performed exactly as described in Representing External Services [Page 243].
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/LVWV
8VH
Standard functions are available in the PM application component for selecting maintenance
orders and their operations. You can use these to choose one or more maintenance orders or
order operations for changing or displaying.
You use the selection function for maintenance orders in the following situations:
• You want to change or display a certain maintenance order or operation, but you
don’t know the order number.
• You want to change or display seceral maintenance orders or operations which have
certain features.
• You want to obtain an overview of maintenance orders or operations which have
certain features.
• You want to execute the same function for certain maintenance orders, for example,
to release, print or complete them.
Special functions are available for processing selection lists which make the editing of lists more
effective.
List editing is also available for displaying completion confirmations. For more
information, see Displaying Completion Confirmations Generally [Ext.].
3UHUHTXLVLWHV
To be able to create and edit an order or operation listm you must choose the required menu
path:
/LVWW\SH 0HQXSDWK
Change single-level order list /RJLVWLFV → 3ODQW0DLQWHQDQFH → 0DLQWHQDQFH

SURFHVVLQJ → 2UGHUV → /LVWHGLWLQJ → &KDQJH
Display single-level order list /RJLVWLFV → 3ODQW0DLQWHQDQFH → 0DLQWHQDQFH
SURFHVVLQJ → 2UGHUV → /LVWHGLWLQJ → 'LVSOD\
Change single-level operation list /RJLVWLFV → 3ODQW0DLQWHQDQFH → 0DLQWHQDQFH
SURFHVVLQJ → 2UGHUV → 2SHUDWLRQOLVWH → &KDQJH
Display single-level operation lists /RJLVWLFV → 3ODQW0DLQWHQDQFH → 0DLQWHQDQFH
SURFHVVLQJ → 2UGHUV → 2SHUDWLRQOLVW → 'LVSOD\
Display multi-level order list /RJLVWLFV → 3ODQW0DLQWHQDQFH → 0DLQWHQDQFH
SURFHVVLQJ → 2UGHUV →/LVWHGLWLQJ→'LVSOD\
PXOWLOHYHO.
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)HDWXUHV
Standard functions are available for creating and processing order and operation lists. You can
find a description of these functions in Working with Lists [Ext.].
In addition, other order-specific list editing functions are also available:
• Displaying the Portfolio Graphic [Page 252]
You can display a portfolio graphic (analysis instrument for strategic company
planning) for each list column selected.
This can answer questions such as:
What is the ratio between the number of orders for a piece of equipment and the level
of costs caused by this equipment?
• Displaying the Scheduling Overview Graphic [Page 253]
In a list of orders or operations, you can display a scheduling overview graphic for
selected orders.
• Executing Order Functions in the List [Page 254]
In a list of maintenance orders, you can implement certain functions for selected
maintenance orders. You can, for example, release, print or complete a certain
number of maintenance orders.
• Creating an Order List for Each Settlement Receiver [Page 258]
You can create a list for which you also enter the order settlement data as selection
parameters.
-XQH
1. Position the cursor on the required list column for which you want to represent a
portfolio.
2. Choose /LVW→3RUWIROLR
The system displays the portfolio representation.
Using the 6HWWLQJV menu, you can change the axes, colors and so on.
3. You return to the list using 3RUWIROLR→([LW.
-XQH
1. Select the lines with the required maintenance orders/operations, for which you want
to display a scheduling overview.
2. Choose *RWR→6FKHGXOLQJRYHUYLHZ.
The system displays the scheduling overview graphic.
Using the 6HWWLQJV menu, you can change the colors, amongst other things.
3. Return to the list using *UDSKLF→([LW.
-XQH
1. Create an order list. To do this, choose /RJLVWLFV→3ODQW0DLQWHQDQFH→
0DLQWHQDQFHSURFHVVLQJ→2UGHUV→/LVWHGLWLQJ→&KDQJH.
For an exact description of how to create a list, see Working with Lists [Ext.].
3. Choose the required function for which all the selected orders should be performed,
using 2UGHU→UHTXLUHGIXQFWLRQ!.
If you want to print shop papers for different orders at the same time, see Printing
Shop Papers for Several Orders in the List [Page 255].
The system executes the functions for all the maintenance orders selected and
informs you of this in an on-line message.
-XQH
8VH
You use this function if you want to print shop papers for several orders at the same time.
3UHUHTXLVLWHV
Before you can print shop papers, you must create an order list.
• You can generally only print shop papers if the control key for the operation
allows this, for example, if the indicator 3ULQW is active for the control key.
• For the order, the standard system requires that:
The system status 5(/($6(' is set, if you want to print
The order is not completed, if you want to print
)HDWXUHV
You can use this function to print shop papers for several orders in a created order list at the
same time.
6HH
Creating a List and Selecting Orders [Page 256]
Printing Shop Papers for Several Orders at Once [Page 257]
6HHDOVR
Printing/Faxing Shop Papers [Page 200]
-XQH
&UHDWLQJD/LVWDQG6HOHFWLQJ2UGHUV
&UHDWLQJD/LVWDQG6HOHFWLQJ2UGHUV
1. Create an order list. To do this, choose /RJLVWLFV→3ODQW0DLQWHQDQFH→
0DLQWHQDQFHSURFHVVLQJ→2UGHUV→/LVWHGLWLQJ→&KDQJH.
For an exact description of how to create a list, see Working with Lists [Ext.].
2. In the created list, select the maintenance orders for which you want to print shop
papers.
3. Now proceed with Printing Shop Papers for Several Orders in the List [Page 255].
-XQH
3ULQWLQJ6KRS3DSHUVIRU6HYHUDO2UGHUVDW2QFH
3ULQWLQJ6KRS3DSHUVIRU6HYHUDO2UGHUVDW2QFH
3UHUHTXLVLWHV
For this procedure, you can only print those shop papers for the selected orders which the
system administration has selected in your system using the Customizing function. If no shop
papers have been selected, the system cannot print anything out.
3URFHGXUH
1. In the created order list, select those orders for which you want to print shop papers.
2. Choose 2UGHU→3ULQWRUGHU.
5HVXOW
• The system prints/faxes/archives the shop papers for the selected objects according
to the specifications in your system.
If no shop papers are sent to the output device specified, check whether:
• Shop papers were indicated as the dafault in Customizing
• The settings for the control key allow printing
• The selected objects receive the status “printed”.
2SHUDWLRQVWDWXV
An operation receives the status 3ULQWHG from the system, as soon as a shop
paper, which has been set in Customizing with the indicator 2SHUDWLRQVWDWXV, is
printed for it.
If the indicator 2SHUDWLRQVWDWXV has not been set in Customizing for any of the
shop papers, the system can never give the operations the status SULQWHG.
2UGHUVWDWXV
An order only receives the status 3DUWO\SULQWHG, if its operations already had the
status SULQWHG, when a new operation was added.
-XQH
1. Choose list editing using of the menu paths listed in Selection of Maintenance Orders
and Operations Using Lists [Page 250].
You reach a screen with selection options.
2. Enter the necessary data.
For more information about creating lists, see Working with Lists [Ext.].
3. Choose 6HWWOHPHQWUHFHLYHU.
You reach a further selection screen in which you can makespecial entries for the
settlement receiver.
4. Enter the necessary data and start the selection with([HFXWH.
The system creates a list of maintenance orders which correspond to your selection
criteria.
For more information about editing lists, see:
− Working with Lists [Ext.]
− Displaying the Portfolio Graphic [Page 252]
− Displaying the Scheduling Overview Graphic [Page 253]
− Executing Order Functions in the List [Page 254]
− Printing Shop Papers for Several Orders in the List [Page 255]
-XQH
This section describes the status management functions available with maintenance orders.
The individual processing steps carried out in the planning and execution stages are defined in
the system as business transactions, which the user performs on the maintenance order. The
system documents each of these transactions with a new status. Thus the progress made in
planning and processing a maintenance order can be documented using the different system
statuses.
There are two different types of status:
• System Status [Page 260]
• User Status [Page 261]
-XQH
6\VWHP6WDWXV
6\VWHP6WDWXV
In SAP status management, system statuses are set automatically by the system in response to
different business transactions. The system status informs the user that a particular transaction
has been performed for the maintenance order concerned.
A maintenance order can have different system statuses active during the planning and
execution phases. There are only a few statuses which must be active at particular times.
A maintenance order can have two different types of system status:
1. System statuses that are set when you perform certain order-related system
functions.
When you perform the function "release order", the system automatically sets
the status "Released" for the relevant order.
2. System statuses set when employees from other departments perform a business
transaction which affects the maintenance order.
An employee in the purchasing department creates a purchase order for a

material in response to a purchase requisition for a maintenance order. The
system automatically set the status "Material purchase order" for the order
concerned.
You will find out how to display status information and the allowed and prohibited transactions in
Displaying Status Information and Allowed Operations [Page 262].
You will find out how to display an overview of all the active statuses in Displaying a General
Overview of Active Statuses [Page 263].
-XQH
8VHU6WDWXV
8VHU6WDWXV
With user statuses, you can further restrict the business transactions allowed for the current
system status.
You create the user statuses you need within your business using the appropriate customizing
function and enter them in status profiles. The status profile is then assigned to the relevant order
type(s).
You can set and delete the user statuses defined in your system, provided you have
authorization to do this.
-XQH
'LVSOD\LQJ6WDWXV,QIRUPDWLRQDQG$OORZHG2SHUDWLRQV
'LVSOD\LQJ6WDWXV,QIRUPDWLRQDQG$OORZHG2SHUDWLRQV
To call up the status information and display the allowed operations for a maintenance order,
proceed as follows:
1. Choose +HDGHU → 6WDWXV from the header data screen of the maintenance order.
You see the screen 6WDWXVSURFHVVLQJPRGH!.
In the column 6\VWHP6WDWXV you see a list of all the system statuses currently active
for the order.
If the user status has been assigned to the order type concerned, you see a list of any
user statuses currently active for the order in the column 8VHU6WDWXV.
The list of the active statuses and the status field in the order header are not
ready for input. You can only assign a new status to a maintenance order by
carrying out the appropriate business transaction for it.
2. You can display the allowed business transactions for the current status by choosing
([WUDV → %XVWUDQVDFWLRQV...
The system displays a dialog box with a list of all the business transactions that can
be carried out for the maintenance order at this time.
-XQH
'LVSOD\LQJD*HQHUDO2YHUYLHZRI$FWLYH6WDWXVHV
'LVSOD\LQJD*HQHUDO2YHUYLHZRI$FWLYH6WDWXVHV
To obtain a general overview of the planning steps already carried out and the statuses currently
active, proceed as follows:
1. Choose +HDGHU → 6WDWXV on the header data screen of the maintenance order.
You see the screen 6WDWXVSURFHVVLQJPRGH! with all the system and user statuses
active for the maintenance order at this time.
2. Choose ([WUDV → 2YHUYLHZ.
The system displays a dialog box with all the active and inactive (that is, formerly
active), system and user statuses.
-XQH
The following list gives you an overview of the most important order statuses along with their
prerequisites, effects and special features.
6WDWXV³&UHDWHG´
3UHUHTXLVLWHV
The order is created.
(IIHFWV
• Reservations may be available, but they cannot be withdrawn and are not applicable
to MRP.
• Purchase requisitions are available, but goods receipt postings are not possible.
• Technical completion is possible.
6SHFLDOIHDWXUHV
• Reservations and purchase requisitions can be created at a defined time (but upon
order release at the latest) if the relevant indicator is set.
• It can be defined in Customizing that a default accounting rule should be created on
the basis of the object when the order is created.
6WDWXV³5HOHDVHG´
3UHUHTXLVLWHV
The user status cannot prevent release.
(IIHFWV
• The system checks material and PRT availability.
• It checks for outstanding permits.
• It checks what was defined in user exits.
• Reservations can now be withdrawn and are applicable to MRP.
• Purchase requisitions are written.
• Goods receipt postings are possible.
• Printing is possible.
• Completion confirmations are possible.
• Settlement is possible as from this status, for example, for a simultaneous cost
display for the recipient.
6SHFLDOIHDWXUHV
• The checks can be set in Customizing.
• It can be defined in Customizing that the order release is allowed only when the
accounting rule is maintained.
-XQH
6WDWXV³3DUWLDOO\FRQILUPHG´
3UHUHTXLVLWHV
• The user status cannot prevent confirmation.
• Individual completion confirmations have already been entered for operations or the
order header.
(IIHFWV
The maintenance planner sees that the performance of maintenance tasks is already underway.
Changes to the order should be made only in cases of urgency and after the planner has
ensured that the workers on the shop floor have been made aware of the changes.
6SHFLDOIHDWXUHV
You can enter partial confirmations for the order header and for individual operations.
6WDWXV³)LQDOO\FRQILUPHG´
3UHUHTXLVLWHV
• The user status cannot prevent final confirmation.
• The maintenance tasks entered in the order have been completed by the manual
workers.
(IIHFWV
Final confirmation reduces the capacity requirements and sets the status “finally confirmed”.
6SHFLDOIHDWXUHV
When the manual workers flag the field &RPSOHWH in the order, the remaining capacity
requirements are reduced, but the status “finally confirmed” is not set. This status is set only
when the maintenance planner sets it explicitly.
6WDWXV³7HFKQLFDOO\FRPSOHWHG´
3UHUHTXLVLWHV
• The user status cannot prevent technical completion.
• A settlement rule must be available.
(IIHFWV
• The order is complete for maintenance.
• It can only be changed online as follows:
− You can lock and unlock it.
− You can post goods receipts for the order.
− You can change entries in the object list.
− You can set the deletion flag.
• The location and account assignment data entered for the maintenance order is fixed
and can no longer be changed.
-XQH
• Costs can still be posted to the order (for example, resulting from invoice receipts for
delivered and used materials).
• All remaining purchase orders for the maintenance order are provided with a deletion
flag.
• All remaining reservations for the maintenance order are reduced.
• Capacities which were planned for the maintenance order and are still open are
reduced.
• Goods receipt postings are still possible.
6SHFLDOIHDWXUHV
None
6WDWXV³&RPSOHWHGIRUEXVLQHVV´
3UHUHTXLVLWHV
• The user status cannot prevent business completion.
• The order is technically completed.
• The order is fully settled and has a zero balance.
(IIHFWV
• The maintenance order is indicated as fully completed.
• It can no longer be posted, including postings of costs.
• It is locked for all processing changes. Order settlement is possible only if the order is
not completed for business.
6SHFLDOIHDWXUHV
If you want to perform business completion, but the order is still not technically completed, the
system first performs technical completion. Before proceeding to business completion it checks
whether the order has a zero balance. If it has, it also performs business completion; if not, an
error message is output and the order is given the status “technically completed”. You can then
edit the order accordingly and perform the business completion function again.
6WDWXV³/RFNHG´
3UHUHTXLVLWHV
The user status cannot prevent locking.
(IIHFWV
• The order is locked against any changes.
• It can only be unlocked again.
• Capacity load records are canceled.
• If purchase requisitions were created when the order was released, they still exist but
purchase orders are not possible.
-XQH
6SHFLDOIHDWXUHV
Orders are usually locked after release so that planning changes can be made relatively easily.
6WDWXV³'HOHWLRQIODJDFWLYDWHG´
3UHUHTXLVLWHV
The user status cannot prevent the deletion flag being set.
(IIHFWV
• The system checks whether the order can be deleted (for example, the order must
have a zero balance).
• When the reorganization program runs next time, the deletion flag is set and the order
is then deleted from the database and written to the archive.
6SHFLDOIHDWXUHV
None
-XQH
This section describes how to evaluate the data from maintenance orders in order to analyze
past tasks and to plan future ones. There are several help functions available for this:
• You can create a OLVWRIPDLQWHQDQFHRUGHUV according to different criteria, from
which you can select individual orders either to plan them in more detail or to call up
analyses.
For more information, see Using a Maintenance Order List [Page 269].
• You can create a OLVWRIRSHUDWLRQV according to different criteria, from which you
access the corresponding orders, either to plan them in more detail or to call up
analyses.
For more information, see Using an Operation List [Page 270].
• You can display an RYHUYLHZ of all the PDWHULDOV to be used when carrying out the
tasks for a particular order.
For more information, see Displaying all the Materials in a Maintenance Order [Page
271].
• You can create an overview of all the changes which were made to the fields of the
order when it was processed.
For more information, see Action Log for the Order [Page 272].
• You can use the Plant Maintenance information system to evaluate your orders. You
call it up from the main SAP menu using /RJLVWLFV→3ODQW0DLQWHQDQFH→
,QIRUPDWLRQV\VWHP.
For more information on the Plant Maintenance information system, see the SAP
document LO - Logistics Information System [Ext.].
-XQH
Using the maintenance order list editing function, you can create lists of maintenance orders
according to different criteria.
You select the list editing function from the 0DLQWHQDQFH3URFHVVLQJ screen with 2UGHUV→/LVW
HGLWLQJ→'LVSOD\.
For more information on how to use the maintenance order list function, see Selection of
Maintenance Orders and Operations Using Lists [Page 250].
For more information on list editing, see Working with Lists [Ext.].
-XQH
Using the maintenance order operation selection function, you can create lists of operations and
sub-operations in the order according to different criteria.
You select this function from the 0DLQWHQDQFH3URFHVVLQJ screen with Orders→2SHUDWLRQOLVW→
'LVSOD\.
For more information on using the list functions, see Selection of Maintenance Orders and
Operations Using Lists [Page 250].
For more information on list editing, see Working with Lists [Ext.].
-XQH
You can display all the materials to be used in carrying out the tasks in a maintenance order in
an overview. To do this, proceed as follows:
2. Choose *RWR→&RPSRQHQWRYHUYLHZ in the header data screen of the maintenance
order.
You see the screen &RPSRQHQW2YHUYLHZ, which contains all the materials allocated
to the order.
-XQH
8VH
You use the $FWLRQORJfunction if want to obtain an overview of all the changes which were made
to the fields of the order when it was processed.
)HDWXUHV
The action log shows you:
• When the changes were made (date and time)
• Who made the changes
• Which fields were changed
• Which data the fields contained EHIRUH the change
• Which data the fields contain DIWHU the changes
$FWLYLWLHV
You call up the $FWLRQORJ function in the order by choosing +HDGHU→'RFXPHQWVIRURUGHU→
$FWLRQORJ.
-XQH
5HIXUELVKPHQWRI5HSDLUDEOH6SDUHV8VLQJ5HIXUELVKPHQW2UGHUV
5HIXUELVKPHQWRI5HSDLUDEOH6SDUHV8VLQJ
5HIXUELVKPHQW2UGHUV
3XUSRVH
In production plants or other technical objects, high value components are often used (pumps,
motors etc.) which are replaced in case of damage by a functional repairable spare and then
refurbished using a separate order.
These functions are important for companies for which system availability is a critical factor (for
example, the process industry, oil producing and processing, steel) and for which repairable
spares guarantee a high level of system availability. The refurbishment of - usually high value -
defective repairable spares is of considerable economic importance for these companies and is
often a core process in Plant Maintenance.
,QWURGXFWRU\1RWH
It is advisable to define in your system using the Customizing function an internal order type
which you indicate for refurbishment. However, you can also have an already exisitng order type
for refurbishment.
,QWHJUDWLRQ
In addition to the Plant Maintenance functions, functions from inventory management and
materials planning are also used for the refubishment of repairable spares.
)HDWXUHV
Repairable spares are procured and placed in storage. Over time, they are used in production
and when worn out or defective, they are returned to the warehouse.
If there is a certain number of non-functional repairable spares in the warehouse, the
maintenance planner responsible creates a refurbishment order for them.
The maintenance planner uses a refurbishment order to plan a status change for the repairable
spares of a material. The initial status is therefore “to be refurbished”, the target status
“refurbished”. The planner then releases the order and monitors the implementation of this status
change.
The repairable spares to be refurbished are again checked into the warehouse and, where
necessary, revaluated. They are now in full working order and can be used to plan material
requirements and subsequently used.
/LPLWDWLRQV
Consideration of “good parts” (functional parts) and “bad parts” (non-functional parts) is not
provided in materials planning.
-XQH
5HIXUELVKPHQW2UGHU
5HIXUELVKPHQW2UGHU
'HILQLWLRQ
A special feature of the maintenance order which you use for the refurbishment of repairable
spares and for which an order type must be indicated specially.
8VH
You use the refurbishment order to contract a work center to restore a certain number of
defective/worn out repairable spares to full working order at a certain date.
The order can refer to the following types of repairable spare:
• One or more individual repairable spares (combination of material and serial number,
for which an equipment master record can also be created, if necessary
• One or more non-individual repairable spares (material)
The repairable spares scheduled in the order are brought from a uniform initial condition to a
uniform end condition. You can distinguish these conditions using batches or different valuation
types.
In the order, you document the individual phases of refurbishment:
• Planning
• Release
• Implementation
• Completion confirmation
• Entry of costs and settlement
6WUXFWXUH
The structure of the refurbishment order corresponds in essence to the structure of the
maintenance order. In addition, it also provides the following:
• An object list, in which you can identify all the repairable spares which should be
refurbished by using their material serial numbers and recognise whether equipment
master records exist for them
• The option of making the following entries:
− Origin, quantity and future storage location (if necessary, with batch and valuation
type) of the objects to be refurbished
− Status of the refurbishment (number of objects already refurbished)
− Dates for refurbishment
-XQH
5HSDLUDEOH6SDUH
5HSDLUDEOH6SDUH
'HILQLWLRQ
An inventory-managed single unit of material which can be uniquely identified by a combination
of material and serial numbers, with an additional equipment master record if necessary.
8VH
Repairable spares are reserves in the warehouse for certain critical and high-value components,
so that these parts can be replaced immediately in the case of a breakdown. In certain cases,
intact repairable spares must also be available in certain quantities for legal reasons.
Repairable spares can be refurbished many times for defects or wear and then made available
again as spare parts.
6WUXFWXUH
Repairable spares are managed in the system in the form of material master records.
To be able to identify single units of a material, you have the option of assigning serial numbers.
However, to do this, the following prerequisites must be fulfilled in your system:
• A serial number profile is assigned to the material master record.
• The operation 33$8 must be assigned to the profile.
• For the operation 33$8, the serial number allocation must be allowed in the field
6HULDOQXPEHUXVH.
You can create an equipment master recors for a serialized single unit of material.
,QWHJUDWLRQ
Repairable spares can be managed in an inventory.
The refurbishment of defective or worn-out repairable spares is represented using refurbishment
orders.
For more information about serial number management, see Management of Serial Numbers
[Ext.].
-XQH
3XUSRVH
It is always advisable to refurbish repairable spares if the defect can be resolved or the wear is
reversible. The repair/refurbishment of repairable spares is often much more cost-effective than a
new purchase.
3UHUHTXLVLWHV
• A material master record must be created in the system for the repairable spares.
• A unique identification is only possible if the single units of the material have been
serialized.
3URFHVV)ORZ
The following graphic provides an overview of the process flow for the refurbishment of
repairable spares:
The process flow is described in detail below:

3URFXUHPHQWRIUHSDLUDEOHVSDUHV
For certain critical and high-value components which are used in a technical system,
you procure repairable spares so that you can replace the components immediately in
the case of a breakdown.
The procurement of repairable spares is made by Materials Management. The
repairable spares are orderes and delivered. A material master record for the
repairable spares is created in the system. If required, the repairable spares can be
-XQH
serialized for goods receipt in the intended storage location as single units of material,
assigned to a batch and valuated.
For more information, see MM - Inventory Management, Special Stocks and Sample
Inventory [Ext.].
:LWKGUDZDORILQWDFWUHSDLUDEOHVSDUHVUHWXUQRIGHIHFWLYHUHSDLUDEOHVSDUHV
If a material (single unit) managed as a repairable spare is defective at a technical
system, it must be replaced by an intact repairable spare. For this, the defective
repairable spare is dismantled from the technical system and returned to the
warehouse, whilst an intast repairable spare is withdrawn fron the warehouse and
installed in the technical system.
Inventory [Ext.].
You can register single units of material with their serial numbers when taking them to
and from the warehouse.
You can plan and implement installation/dismantling with the usual maintenance
order.
If the repairable spares involved are pieces of equipment which are installed and
dismantled at functional locations, you can represent the installation and dismantling
in the system. In addition, it is entered into the maintenance history.
For more information, see PM - Structuring Technical Systems [Ext.].
&UHDWLRQRIWKHUHIXUELVKPHQWRUGHU
As soon as there is a certain quantity of defective repairable spares in the warehouse,
the maintenance planner responsible creates a refurbishment order.
In this order, the planner plans how many - if necessary, identified uniquely by serial
number - inventory-managed repairable spares of a certain material are to be
refurbished. This can also apply for pieces of equipment which are identifed using
their material and serial number combination.
The maintenance planner defines the timeframe for the refurbishment and schedules
all the necessary operations, materials, utilities and so on for the refurbishment.
For more information, see Create Refurbishment Order [Page 279].
2UGHUUHOHDVH
Following the completion of the planning activities, the refurbishment order is
released. This means that the work can be started.
For more information, see Order Release [Page 151].
:LWKGUDZDOIURPWKHZDUHKRXVH
The employees responsible for the refurbishment withdraw from the warehouse the
defective/worn-out repairable spares as well as all other materials scheduled in the
order which are required for the refurbishment.
For more information, see Issuing Planned Stock Material [Page 214].
&RPSOHWLRQFRQILUPDWLRQ
-XQH
The employees responsible for the refurbishment enter completion confirmations for
the refurbishment order. These completion confirmations make clear how the work is
progressing.
For more information, see The Central Confirmation Function [Ext.].
The maintenance of notifications is not intended for the refurbishment order.

5HWXUQWRWKHZDUHKRXVH
The repaired/refurbished repairable spares are returned to the warehouse per goods
receipt according to the planning in the order.
To help you with this, the object list is called up from the refurbishment order. You can
then use this to identify the individual repairable spares.
Inventory [Ext.].
For repairable spares which are not to be refurbished again, you cancel the
reservation and post a scrapping.
2UGHUFRPSOHWLRQ
As soon as the refurbishment is completed, the order can be completed.
For more information, see Completion of a Maintenance Order [Page 26].
-XQH
&UHDWH5HIXUELVKPHQW2UGHU
1. From the SAP menu, choose /RJLVWLFV→3ODQW0DLQWHQDQFH→0DLQWHQDQFH
SURFHVVLQJ→2UGHUV→&UHDWHVSHFLDO→&UHDWHUHIXUELVKPHQW.
You reach the initial screen for creating refurbishment orders.
2. Enter the necessary data.
3. Choose (17(5.
You reach the header data screen of the refurbishment order. The entry of the
material number and the sections 4XDQWLWLHV and 5HIXUELVKPHQW are specific to this
order.
4. In the section 4XDQWLWLHV, enter how many repairable spares in total should be
refurbished for this order and choose (17(5.
The total quantity of repairable spares entered is automatically entered in the first line
of the component list of the order.
If you want to identify the repairable spares individually, choose *RWR → 2EMHFWOLVW.
You reach a dialog box in which you can enter serial numbers for the entered quantity
of repairable spares to be refurbished.
• You can only call up the object list if the entry of serial numbers for the
material was allowed your system. For this, see also the section “Structure” in
Repairable Spare [Page 275].
• If it is specified in the serial number profile for the material that serial numbers
PXVW be assigned, then you must specify serial numbers for the total quantity
of repairable spares to be refurbished.
• If it is specified in the serial number profile for the material that serial numbers
FDQ be assigned, then you have the option of only specifying serial numbers
for part of the total number of repairable spares to be refurbished.
5. To return to the header data screen, choose &RQWLQXH.
6. In the section 5HIXUELVKPHQW, enter:
– The plant and storage location from which you want to withdraw the repairable
spares to be refurbished
– The plant and storage location to which the refurbished repairable spares are to
be returned
Here you can also enter the batch and valuation type if the batch management
requirement and valuation category have been defined in the material master record.
7. If you have entered all the necessary data on the header data screen, you can enter
additional planning data for the order. To do this, proceed as for Planning in the PM
Order [Page 48].
-XQH
The planning of sub-operations and the assignment to revisions are not intended
for refurbishment orders.
8. Save the refurbishment order.
The total quantity of repairable spares entered in the refurbishment order is now
reserved in the specified location for this order.
9. To release the order and to implement the refurbishment of the repairable spares,
proceed from step 4 of the process described in the Refurbishment of Repairable
Spares [Page 276].
-XQH

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Assigning Work Centers ........................................................................................................... 58

Relationship Time Intervals .................................................................................................... 116

Displaying Included Maintenance Task Lists ......................................................................... 174

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Regular maintenance tasks are described in detail in 300DLQWHQDQFH3ODQQLQJ.

A customer enhancement is available for the order header:

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Mechanics 2 Welding course

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If you create an order from a notification or subsequently for a notification, the

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If there are no sub-orders for an order, this icon is not displayed.

The indicator “Reservation applicable to MRP” is automatically set when you

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• Assigning Stock Material [Page 82]

Depending on your system settings in &XVWRPL]LQJ, the system automatically

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Total: US$ 1,450

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Displaying Relationships [Page 127]

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In Plant Maintenance, the finish-start relationship with a time interval of zero is

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Graphic: Overview of Scheduling Types [Page 135]

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