Create - Change and Display A General Task List - Ver1.0 - WI

Title: Create, Change and Display a General Task List
Functional Area: Plant Maintenance

Sub Area: Master Data Maintenance
Create, Change and Display a General Task List IA05
Purpose
Use this transaction to create, change or display a general task list. This type of task list, do not
refer to a specific technical object (functional location or a piece of equipment). They also enable
the ability to define and manage sequences of maintenance tasks centrally, and allow them to be
used for work scheduling.
General maintenance task lists also assist in the preparation maintenance plans and orders.
Furthermore, they may be used to reduce the amount of time spent creating equipment task lists.
Job Roles
Master Data-Controller Maintainer
Production Manager
Prerequisites
The specified Work Center and Planning Plant must exist.
Related Documents
Create, Change and Display a Functional Location Task List
Version: Final
Last changed on: 12/19/23 10:24 AM Release: 4.6B Master Document
File Name: 713999169.doc Last changed by: Allen Page: 1 of 10
Screen: SAP Easy Access
1. Use the SAP menu path Logistics

> Plant Maintenance > Planned
Maintenance > Maintenance Task
Lists > Task Lists > General
Maintenance Task Lists > Create
or enter the transaction code IA05
to access the transaction.
Reference: Use the SAP menu

path Logistics > Plant
Maintenance > Planned
Maintenance Task Lists >
Change or enter the transaction
code IA06 to change a General
Task List.
Reference: Use the SAP menu

path Logistics > Plant
Maintenance > Planned
Maintenance Task Lists > Display
or enter the transaction code IA07
to display a General Task List.
Screen: Create General Task List: Initial

Screen
2. Remove all values from the Group

field.
3. Click the button.
Version: Final
Screen: Create General Task List: Header

General View
4. Enter the Description in the

second field of the Group counter.
5. Enter the Planning plant.
6. Click the Work center matchcode.
Dialog Box: Restrict Value Range
7. Enter the Plant.
Dialog Box: Work center
9. Select the appropriate

Category/Plant/Work center
combination.
Version: Final
Screen: Create General Task List: Header

General View
11. Enter “4” in the Usage field.
Tip: (Optional) Use the Planner

group matchcode to select the
appropriate Planner group.
12. Enter the Planner group.
13. Enter “4” in the Status field.
Information: Select one of the

following System conditions:
 1 – In operation
 2 – Not in operation.
14. Enter the appropriate System

condition.
15. (Optional) Enter the Assembly.
Create General Task List: Header General

View
Information: The system

automatically populates the
description fields based on the data
entered.
17. Review the data on the on the

Create General Task List: Header
General View screen.
Version: Final
Screen: Create General Task List:

Operation Overview
Information: A task list is

composed of a list of operations
(steps) required to complete a
maintenance request. A description
for each operation must be entered
in the General Task List on a
separate line.
19. Enter the Description.
Information: The term "Work"

refers to the amount of time
involved in performing the activity.
20. Enter the Work.
Information: The Un... (Unit)

indicates the unit of measure for the
Work.
21. Enter “HUR” in the Unit field.
22. Use the following table to determine the next step:
Version: Final

Operation Overview
Information: Use the Long Text

feature to enter detailed step-by-
step information pertaining to the
select operation.
Tip: To select a line item, click the

first box to the left of the OP…
(Operation/Activity number) field on
the select line item.
23. Select the appropriate line item.
Screen: Change Long text: Operation

XXXX Language EN
Caution: Do not change or delete

the first line, because this is the
same text used to describe the
Operation, which, also carries over
to the Description field in the
Operation Overview screen.
25. Place the cursor at the end of the

current text line.
26. Press ENTER.
27. Enter the desired Long text, as

required.
Version: Final

Operation Overview
Information: The message "Text

changes were transferred"
displays in the Status Bar.
29. (Optional) Repeat steps 19 through

28 to add additional operations, if
required.

Operation Overview
Tip: To select a line item, click the

first box to the left of the OP…
(Operation/Activity number) field on
the select line item.
31. Select the appropriate line item.
Version: Final
Screen: Component Overview
34. Enter the Material.
35. Enter the Quantity.
37. (Optional) Repeat steps 34 through

36 to add additional materials.
38. Go to step 43.
39. Click the

button.
Version: Final
Screen: Create general task list: Structure

List
40. Select the checkbox(es) to the left

of the appropriate component(s).
42. (Optional) Change the Quantity for

select line items, if required.
Tip: To delete an item from the

Component Overview, perform the
following steps:
 Select the appropriate line
item by selecting the box to the
left of the select material.
 Click the button.
Version: Final

Operation Overview
Screen: Create General Task List: Initial

Screen
Information: The message

"General task list XX saved"
displays in the Status Bar.
45. Click the button until the SAP

Easy Access screen displays.
End of transaction.
Version: Final

Create - Change and Display A General Task List - Ver1.0 - WI

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Title: Create, Change and Display a General Task List

Functional Area: Plant Maintenance

Create, Change and Display a General Task List IA05

Screen: SAP Easy Access

1. Use the SAP menu path Logistics

Reference: Use the SAP menu

Reference: Use the SAP menu

Screen: Create General Task List: Initial

2. Remove all values from the Group

3. Click the button.

Screen: Create General Task List: Header

4. Enter the Description in the

5. Enter the Planning plant.

6. Click the Work center matchcode.

Dialog Box: Restrict Value Range

7. Enter the Plant.

8. Click the button.

Dialog Box: Work center

9. Select the appropriate

10. Click the button.

Screen: Create General Task List: Header

11. Enter “4” in the Usage field.

Tip: (Optional) Use the Planner

12. Enter the Planner group.

13. Enter “4” in the Status field.

Information: Select one of the

14. Enter the appropriate System

15. (Optional) Enter the Assembly.

16. Click the button.

Create General Task List: Header General

Information: The system

17. Review the data on the on the

18. Click the button.

Screen: Create General Task List:

Information: A task list is

19. Enter the Description.

Information: The term "Work"

20. Enter the Work.

Information: The Un... (Unit)

21. Enter “HUR” in the Unit field.

22. Use the following table to determine the next step:

Screen: Create General Task List:

Information: Use the Long Text

Tip: To select a line item, click the

23. Select the appropriate line item.

24. Click the button.

Screen: Change Long text: Operation

Caution: Do not change or delete

25. Place the cursor at the end of the

26. Press ENTER.

27. Enter the desired Long text, as

28. Click the button.

Screen: Create General Task List:

Information: The message "Text

29. (Optional) Repeat steps 19 through

30. Use the following table to determine the next step:

Screen: Create General Task List:

Tip: To select a line item, click the

31. Select the appropriate line item.

32. Click the button.

33. Use the following table to determine the next step:

Screen: Component Overview