Module 2.

SAP Plant Maintenance

Technical Objects

Version: V1.0

Date: 24/02/2013

Course Content
To go directly to a particular section click on the
hyperlink
1. Functional Location
2. Equipment
3. Functional Location Structure

Functional Location

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3

Functional location:
Definition
SAP says...
A Functional Location is an organisational unit used
to structure the maintenance objects of the
company according to functional, process-related or
spatial criteria.
Functional criteria e.g. 'Pumping station" > Drive unit".
Process related criteria e.g. "Polymerisation" >
Condensing".
Spatial criteria e.g. "Hall" > Location"

A
Functional
Location
specifies
where
Equipment is installed or maintenance tasks
performed
A Functional Location contains the information
needed
for the assignment of the costs
When equipment is installed in a functional
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Functional Location versus

Equipment

Functional location: The place

answers to the question: WHERE?
doesnt change as long as the process isnt
modified
Equipment : The physically installed item (i.e.
Pump, motor...)
answers to the question: WHAT?
can motor...)
An equipment (pump,
be replaced
any
by location
another
is assigned
to a time
functional
Job history can
be viewed
on both the equipment and functional
equivalent
item

locations
It is possible to transfer an equipment from one functional location to
another (e.g. motor change, PCV change...)
Process technical details are held on the functional location
Equipment specific technical details are held on the equipment
The materials spares list (BOM) is held on the equipment
5

Functional Location:
Hierarchical structure
A Functional Location structure at SATORP is
hierarchical & has 5 levels.
The first 3 levels are:- Refinery
- Unit
- Section (logical sub-division of the unit)

Refinery

2 Operating Unit

Section

AA

AA

501

561

571

AA-501

S0

S1

S2

AA-501-S0

3
6

Functional Location:
Hierarchical structure

Refinery

AA

2 Operating Unit

501

561

571

S0

S1

S2

G0002

S1001

Section

4 Main Function

Functional
Level 4

AA

AA-501

AA-501-S0

AA-501-S0-G0002 4

Location

Function Location: Level 4

Functional Location Level 4: Main Function
The purpose of the Main Function is to group all the
equipment of same function together.
Main Function Rules:
Level 4 shall always include details of the Main Function. For
example:
A large machine (driven and driving machines) and all
associated auxiliaries (lube oil pumps, coolers, etc) shall be
included in the same Main Function
A column and all associated instruments (including the
control valve and the instruments in the control loop of the
valve) shall be included into the same Main Function.
The pumps and their corresponding driving machines, the
control valve (and the instruments in the control loop of the
valve) of the bottom circuit of a column will be included in

Functional Location:
Hierarchical structure
1

Refinery

AA

2 Operating Unit

501

561

571

S0

S1

S2

4 Main Function

G0002

S1001

G0002A

S1001A

10001070

10001071

Section

Equipment Level

Installed Equipment

AA

AA-501

AA-501-S0

AA-501-S0-G0002

AA-501-S0-G0002-G0002A

Equipment is installed on the 5th level (mandatory).

Each equipment identified in SAP will be created as a Functional Location and Equipment as
well. It means, there is a one-to-one relationship between 5 th level functional location and
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the installed equipment.

Function Location: Level 5

Functional Location Level 5: Equipment Level
It is the lowest level of the Functional Location
Structure, representing the Equipment level. It is at
this level that the technical object (Equipment
item) is installed.
Equipment Level Rules:
The following should only be created on a Functional
Location at Level 5
Work Requests (Notification) and Work Orders for
Corrective Maintenance
Predictive Maintenance (Planned
maintenance).
Preventive Maintenance (Planned
maintenance).
Inspection Tasks

10

Functional Location Naming

Convention
Functional Location Code
Identification
In order to make a Functional Location unique, it is
made up of a five segment code, as shown in the
illustration below:
NAMING CONVENTION

AA 541 S0 G0002 G0002A

Refinery

Segment 1 (P)

Operating unit
Segment 2 (U)

Section

Segment 3 (S)

Main function

Equipment

Segment 4 (M)

Segment 5 (E)

11

Functional Location:
Example of level 5 coding

Main Function Functional Location Code (Level 4)

AA-501-S0-G0002

Functional Location codes that shall be created in Level 5 are as follows:

EQUIPMENT
LEVEL 5 FUNCTIONAL
TAG ON
LOCATION CODE ON
Type of Equipment
P&ID
SAP
AA-501-S0-G0002501-G-0002A
Pump
G0002A
501-GMAA-501-S0-G0002Motor
0002A
GM0002A
AA-501-S0-G0002501-G-0002B
Pump
G0002B
501-GMAA-501-S0-G0002Motor
0002B
GM0002B
AA-501-S0-G0002501-G-0002C
Pump
G0002C
501-GMAA-501-S0-G0002Motor
0002C
GM0002C

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Tag Number
The Tag number will be in P&ID format, but without
any dashes so pump 501-G-0002-A, as shown on the
P&ID will have the Tag number : 501G0002A
Tag
number
identifies
equipment at the 5th level
of the Functional Location
Structure.

Tag # as it
appears on
name plate of
equipment

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Functional Location:
Examples
Examples
of 5th level functional locations within
571 unit

AA-571-S4- D4001PI4009
(TAG 571PI4009)

AA-571-S4- D4001FT4008
(TAG 571FT4008)

AA-571-S4-D4001-G4003A

AA-571-S4-D4001-G4003B

(TAG 571G4003A)

(TAG 571G4003B)

AA-571-S4-D4001-GM4003A

AA-571-S4-D4001-GM4003B

(TAG 571GM4003A)

(TAG 571GM4003B)

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Functional Location: Generic

(Special Case)
What are Generic Functional Locations and when should
they be used
If a Tag level Functional Location (5th level) cannot
be found, a generic Functional Location can be
chosen however these should only be used as a
last resort.
General faults such as, lighting, cabling, civil, etc.,
should not be reported using the Tag of the nearest
large equipment item, as it causes problem when
looking at equipment reliability statistics and also
maintenance costs.
Note:
For example a notification should only be created on a pump
Tag if the fault is on the pump (i.e. between the inlet flange
and the discharge flange).
For other faults such as civil, lighting, cabling, etc. the
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correct Generic Functional Locations should be used.

Functional Location: Generic

(Special Case)
A set of Generic Functional Locations will be created for
each unit:
Generic
Functional
Location Tag
numbers

Note: The format for the Tag number of these Generic

Function Locations will be the same for each unit, with the
first three digits denoting
the unit number.
XXXGEN_CABLING
XXXGEN_CIVIL
XXXGEN_LIGHTING
XXXGEN_PLATFORM
XXXGEN_STRUCTURE
XXXGEN_TEMPSUPPLY

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Functional Location:
Example
)
Below are some
examples(Generic
of 5th level Generic
Functional Locations within 571 unit .
AA-571-S_COMMON_PLATFORM

AA-571-S_COMMON_LIGHTING

(571GEN_PLATFORM)

(571GEN_LIGHTING)

AA-571-S_COMMON_STRUCTURE

(571GEN_STRUCTURE)

AA-571-S_COMMON_CABLING

(571GEN_CABLING)

AA-571-S_-COMMON_CIVIL

(571GEN_CIVIL)

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Function Location: Category

The Functional Location Category is a single digit code
used to identify either the functional location
hierarchical level or the type of equipment.
FLOC Category

Description

Level 5

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Function Location: Category

& Level
Transaction
iL03

Level 2:
Unit

Level 3:
Section

19

Function Location: Category

& Level
Transaction
iL03
Level 4:
Main Function
(Service)

Level 5:
Equipment

20

Functional Location: General

data view in SAP
General
Tab

Class
and
Object
type

Information relating to
the Functional location
is held on various tabs
within the master-data
record.

Inventory number is used to group all functional locations

linked to a primary equipment.

Functional Locations are classified to define the type of equipment, e.g., Pumps, Motors, etc.
The same classification code is placed in the object type field, because it is utilised in the
Functional Location search screens.
Characteristics are the technical parameters e.g. Pump Type, Capacity, Rating, etc. and these
are assigned to classes.
SATORP maintains a one-to-one relationship between Functional Location and Equipment.
Technical specifications are maintained on the Equipment level and the process parameters21are

Functional Location:
Location data view in SAP

Location
Tab
Plant Section:
The Refinery is divided into areas relating to
maintenance responsibilities & these are defined
in the Plant Section field.

Plant
Section

Equipment
Criticality

Naming conventions: AXY

A - Area
X - Area No.
Y Train No.

Tag #. In
Sort field

Sort field:
The Sort field contains the tag # . The tag # is the main
identifier to be used in the creation of notifications
(work requests ) and work orders

22

Tag Number
The Tag number is a concatenation of the Unit number
and 5th level functional location number e.g.:
861G1003B. It is held in the Sort field of the functional
location and equipment master data records.

AA 861 S1 BA1003 G1003B

Refinery

Operating unit

Segment 1 (P)

Segment 2 (U)

Section

Segment 3 (S)

Main function

Equipment

Segment 4 (M)

Segment 5 (E)

The Tag number is used when

creating notifications
(work
requests) and is very useful
when searching for functional
locations.

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Functional Location:
Organisation data view in SAP
Organisation
Tab

Cost Centre
copied
automatically
into Work
Order

At the 5th level, the maintenance planner

group, main work center and catalog profile,
class/characteristics and the object type will
be maintained.

Main Work Center identifies the major work areas or the lead discipline for that particular type
of equipment. Main Work Centers are automatically assigned to Notifications and Orders at the
header
level. profile defines the failure codes for a particular type of equipment, when
The catalogue
entering history on the notification.
Unit Cost Center and Plant Section are automatically assigned to notification & work orders.24

Functional Location:
Structure data view in SAP
Functional Location

Superior Functional
Location

Structure
Tab

Equipment installed in
Functional Location
(Equipment are installed at
5th level).

25

Equipment

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26

Equipment: Definition & use

An equipment master record represents and manages technica

objects.
According to SATORP model, an Equipment should
always be attached to the fifth level of Functional
Location Hierarchy. It is a one to one relationship
between the Functional Location (5th Level) and
Equipment.
An equipment master record will help to:
Manage individual data for that object

Perform maintenance and service activities

Keep a record of service activities performed (e.g. for
maintenance history or reporting purposes)
Record data for long-term evaluation purposes
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Equipment
Equipment
Category

Transaction
iE03
In SATORP, the Equipment
Categories maintained are
identical to the 5th Level
Functional Location
Categories
Information relating to the
Equipment is held on
various tabs within the
master-data record

General
Tab.
Location
Tab

Many fields are inherited

from the Functional location
to which the Equipment is
installed e.g. Plant, Planner
group, etc.

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Equipment
Organisation
Tab

Transaction
iE03

Structure
Tab
Func. Loc. (5th Level)
to which equipment is
installed

29

Functional Location Structure

Back to Table of Contents

30

Functional Location:
Structure
Transaction
iH01
Scroll down

Expand
AA-861

31

Functional Location:
Structure
Level 1

Transaction
iH01

Level 2
expanded

3rd Level

4th Level

We can view Functional

Location by double clicking,
which will take us to
transaction iL03 Display
Functional Location

5th Level of Func. Loc. Hierarchy

Click to expand (to view
equipment installed at Level 5)
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Functional Location:
Equipment at Level 5
Transaction
iH01
Level 5 expanded to
display equipment
installed at level 5

We can view Equipment by double

clicking, which will take as to transaction
iE03 Display Equipment

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Functional Location:
Structure - BOM

You can also view the bill of

material in the functional
location structure
Func. Loc.
Level 5

Equipt.
Expanded to
show BOM.

Transaction
iH01

Tag #
Sort field.

Bill of Materials
(BOM)

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Functional Location:
Structure - BOM
Transaction
iH01

Text Headings
split the spare
parts in the BOM
into logical
groupings

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