TRAINING MANUAL

SAP PLANT MAINTENANCE MODULE

Version 1.0

Contents
1. Master Data
a. Functional Location create, change, display
b. Work Centre create, Change, display
c. Task Lists
d. Measuring Points
e. Bill of Materials
2. Maintenance Planning
a. Single Item Plans
b. Multiple item Plans
c. Scheduling of Plans
d. Deadline Monitoring
3. Notifications
a. Create
b. Change & Display
c. Approve Notification
d. List of Notifications
e. Close Notifications
4. Orders ( Create, Change, Display)
i. Assign Fund Management
ii. Assign material component
iii. Assign service Requirements
iv. Assign activity type
v. Assign Permits
vi. Release Maintenance Order
vii. Change/Edit Maintenance Orders
viii. Printing Maintenance Orders
ix. Display Maintenance Orders
x. Close Maintenance Orders
xi. List of Maintenance Orders
xii. Sub Orders
xiii. Issue Permits
5. Reports

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1. Master Data
a) Functional Location
i. Create: Functional location is basically the tag no of the equipment .
It may be required to add new Functional locations. Normally only
special users will be allowed to do such transactions. The following
steps & instructions are to be followed for creating a new functional
location
Menu path : Logistics>Plant Maintenance>Management of technical
objects>Functional Location> Create (Transaction code IL01)

On double clicking create icon, the following screen will appear

In this screen, various fields are to be entered as per following instructions

Field name
Mandatory
Special Instructions
Functional
Location

Yes

Tag no to be put here is to be in strict

adherence to what is decided by CPCL
core team. Deviation if done will lead
to total loss of data structure

Str Indicator

Yes

Only CPCL is to be entered here

Sup FuncLoc

No, but it should be

populated to
maintain integrity of
data structure

Here the unit no Example 9910-201 to

which the functional location belongs
is to be put

After these fields are populated, press Enter, it will open another screen

1.0 Put the full description of the

functional location here

2 Drop down & select the

appropriate equipment type here

3 Insert other values like weight, Inv

no, value, Manufacturer data etc &
click the tab Location

1 Maintenance plant will come here

as default, else type plant code
Example 9910 or 9930

2 Put Criticality

3 Click tab
Organisation

1 Cost Centre should come by default, else put appropriate cost

centre from drop down

2 Planner Group-Select from drop

down

3 Work
Centre(Drop down)

5 Click on Tab
Structure

4 Catalogue Profile (Drop down)

Check the superior functional

location

If superior functional location is not

correct click here

1.0 Change superior functional

location & press enter & keep on
pressing enter till information
messages are off
2.0 Click on Classification

Select appropriate class from drop

down & press enter

Following sub screen will open at the bottom

Put the values of Characteristics

Use scroll button to find more

Once done view the consolidated

data sheet by clicking here

Click the back button

& then click the save button

You will get a message Functional Location XXXXXXXXX created at screen bottom

ii. Functional Location Change: It may be required to edit already

created Functional locations. Normally only special users will be
allowed to do such transactions. The following steps & instructions
are to be followed for creating a new functional location
Menu path : Logistics>Plant Maintenance>Management of technical
objects>Functional Location> Change (Transaction code IL02)

Type the functional location for

which data needs to be edited &
then press ENTER (You can use the
drop down option also)

Now follow the same sequence as in Create Functional Location to edit the
data. On completion press the SAVE button
You will get a message Functional Location XXXXXXXXXXX changed at
screen bottom

iii. Functional Location display:

Menu path : Logistics>Plant Maintenance>Management of technical
objects>Functional Location> Display (Transaction code IL03)

Type the functional location for

which data needs to be displayed &
press ENTER (You can use the drop
down option also)

Move on various TABS to display the data

To see the data sheet, click on classifications

Click here to view the consolidated

data sheet by clicking here

b) Work Centre :
i. Create Work Centre

Menupath : Logistics>Plant Maintenance>Management of technical

objects>Environment>Work Ceters>Work Center>Create (Transaction code IR01)

1.0 Plant Code

2.0 Work Centre Name

3.0 Plant Code

4.0 Any existing Work

Centre Name
Press Enter

Click Select All & Press

Enter

Click Basic data

Change text & click save save

button

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You will get a message Work Centre XXXXXXXX in plant XXXX created
ii. Change Work Centre :
Menupath : Logistics>Plant Maintenance>Management of technical
objects>Environment>Work Centres>Work Centre>Change (Transaction code IR02)

Put plant code & work centre name & press enter

Go to various tabs, make changes wherever required & press save

iii.
Display Work Centre :
Menupath : Logistics>Plant Maintenance>Management of technical
objects>Environment>Work Ceters>Work Center>Display (Transaction code IR03)

Put plant code & work centre name & press enter

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Go to various tabs & display data

c) Task Lists
i.

Functional location Task List

Menupath : Logistics>Plant Maintenance>Preventive Maintenance>Work

Scheduling>Task Lists>For Functional location>Create (Transaction Code IA11)

Type Functional location code &

press Enter

Give a suitable name of the task list.

Eg Shutdown jobs for

In this screen put values in fields as

Field name

Special Instructions

Work Centre

Will be defaulted from functional location master

data. If not put appropriate work centre

Usage

Status

Maintenance
Strategy

A if scheduling is by calendar, B if by key date

or E if it is by hours of operation

Click on
List down all the jobs, with work, duration & no of man power

Then click on
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Tick the appropriate job frequency Eg monthly, yearly etc

Click

Functional location Task list will be created

ii. General Task List

Menupath : Logistics>Plant Maintenance>Preventive Maintenance>Work Scheduling>Task

Lists>General Maintenance Task Lists> Create (Transaction Code IA05)

Type a Group name. The name

should be Plant code(Eg 9910)
followed by discipline (Eg ME for
mechanical or EL for electrical) then
followed by serial no
Then Press Enter

Give a suitable name of the task list.

Eg Schedule Maintenance for CF
Pumps.

In this screen put values in fields as

Field name

Mandatory

Special Instructions

Work Centre

Yes

Put appropriate work centre

Usage

No

Status

Yes

Maintenance
Strategy

Yes

A if scheduling is by calendar, B if by key date

or E if it is by hours of operation

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Click on

List down all the jobs, with work, duration & no of man power

Then click on
Tick the appropriate job frequency Eg monthly, yearly etc

Click
General Task list will be created

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d) Measuring Points : Functional Location Measuring point

Menupath : Logistics>Plant Maintenance>Management of technical
objects>Environment>Measuring Points> Create (Transaction code IK01)
i. FUNCTIONAL LOCATION WITHOUT COUNTER (EXAMPLE
THICKNESS, TEMPERATURE ETC)

By default it should come as IFL. If it

does not, then select IFL & press
enter
Type the Functional location code
for which measuring points are to
be created & press ENTER

1.0 Measuring Point No will be

system generated
2.0 Put a logical name by which you
can identify the point. In case where
some special reports are associated,
please follow advise from core team

6.0 Click on
Additional
Data

3.0 A brief description of the

measuring point

5.0 Put the value which is your

target for control. Example if
thickness is measured, then
minimum thickness

4.0 Select from drop down the

characteristics that will be
measured Eg THICKNESS
,TEMPERATURE etc

On the pop up window put upper &

lower limit values. Click

to close

the window & then click save

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You will get a message Measuring Point XXXXX created

ii.

FUNCTIONAL LOCATION WITH COUNTER (EXAMPLE

RUNNING HOURS)

By default it should come as IFL. If it

does not, then select IFL & press
enter
Type the Functional location code
for which measuring points are to
be created

Put tick here & press ENTER

1.0 Measuring Point No will be
system generated
2.0 Put a logical name by which you
can identify the point.
7.0 Click on
Additional
Data

3.0 A brief description of the

measuring point
4.0 Select from drop down the
characteristics that will be
measured Eg RUNNINGHOURS

5.0 Enter the logical value for the first counter

6.0 Put an annual estimated value that will be

reading that cannot be displayed. Example if

you are recording KM of run, it may be that
the counting starts a fresh whenever 100000
KM is reached

measured. Example if RUUNINGHOURS, it

may be estimated that it will have around 300
HRS per year

On the pop up window put upper &

lower limit values. Click

to close

the window & then click save

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You will get a message Measuring Point XXXXX created

e) Bill of Materials (BOM)
i.

Functional location BOM

Menupath : Logistics>Plant Maintenance>Management of technical objects> Environment >

Functional Location BOM>Create (Transaction code IB11)

Type Functional location code

Type Plant code

Put BOM usage as 4 & press ENTER

If entire BOM of some other

Functional location is to be copied,
click here

Put item category L

Put material code

Continue putting lines for as many materials required

Put quantity required

for normal
maintenance use.If
not known Put 1

Press save

You will get a message BOM created for Functional Location XXXXXXXX

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ii.

Material BOM

Menupath : Logistics>Plant Maintenance>Management of technical objects> Environment >

Material BOM > Create (Transaction Code CS01)

Type material code for which BOM is to be

created
Type Plant code

Put BOM usage as 4 & press ENTER

If entire BOM of some other

material is to be copied, click here

Put item category L

Put material code

Continue putting lines for as many materials required

Put quantity required

for normal
maintenance use.If
not known Put 1

Press save

You will get a message BOM created for material XXXXXXXX

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1. Maintenance Planning
a. Single Item Plans

Menupath : Logistics>Plant Maintenance>Preventive Maintenance> Maintenance Planning >

Maintenance Plans>Create>Strategy Plan (Transaction code IP42)

Leave this Field BLANK

Put K3 here

Maintenance strategy
A- Scheduling by calendar. It will
prepare the calendar based on 4
weeks a month. Will be used in
most cases
After putting
maintenance strategy,
press ENTER

B- Scheduling by key date.

Schedules as per particular date
(Example to be used in Statutory
IBR inspection etc)
E- Scheduling by running hours

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Put a description for the plan. This

description will appear as short text
in notification

Put Functional location code

Planning plant, Planner group &

Main work Centre will default from
master. Put notification type K3
(Plans related inspection
department will be K8)

Click Here

Execute

1.0 Select relevant task list

2.0 Click

Task list will get attached to the plan

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Click on Maintenance plan

scheduling parameter

Field

Means

Suggested Values

Shift Factor for Late Compl

How much to the extent the next schedule

date will be shifted if current schedule is
completed late

100

Shift Factor for Early Compl

How much to the extent the next schedule

date will be shifted if current schedule is
completed early

100

Tolerance (+/-)

How much tolerance to be kept for early or late

completion so that the next schedule date is
not shifted

To be decided by
department
concerned

Scheduling period

The calendar to be valid for how many days

3 YR

Start of cycle

The day when last schedule job(For the

smallest frequency Eg If calendar is a mixture
of monthly & 3 monthly jobs, then the monthly
job) was completed before the calendar is
made in SAP

Actual data

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Now click on Maintenance plan

additional data

1.0 Drop down here & select

appropriate sort field. This will help
in sorting or searching from many
plans later

2.0 SAVE

You will get a message Maintenance plan XXXXX created

b. Multiple Item Plans

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Multiple item plans are created whenever it is required to be created when 2 or more
functional location goes together for same schedule maintenance cycle (Example Motor &
Pump)
In such cases first create a plan for single item first as was explained earlier & note down the
plan no. Say Eg For a Pump & motor combination you have created a single item plan for the
pump first & noted down the plan no
Now create a maintenance item for the second item say Motor
Menupath :Logistics>Plant Maintenance>Preventive Maintenance> Maintenance
Planning > Maintenance Plans > Maintenance item > Create (Transaction code IP04)

This screen is similar to

maintenance plan creation. Use the
same field values as used in plan
creation for 1st item Eg Pump

Press Enter & go to next screen

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This screen is also similar to

maintenance plan creation,
however here the functional
location code is of the 2nd item
Task list choosen may be different
task list depending on the functional
location
After all parameters are choosen
click save

You will get a message Maintenance item XXXXX created

Now go back to the maintenance plan created with the 1st item (Eg Pump)
Menupath : Logistics>Plant Maintenance>Preventive Maintenance> Maintenance
Planning > Maintenance Plans>Change (Transaction code IP02)

Enter the plan no (Use drop down if

no is not handy) & press ENTER

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Click Add more items

Execute

Select the 2nd maintenance

item (Eg For Motor) & press

The second item will get copied to the Maintenance plan originally created. Now click save
button

Maintenance plan with both the items will get saved

c. Scheduling of Plans
After maintenance plan is created, the same needs to be scheduled for the first time
Menupath : Logistics>Plant Maintenance>Preventive Maintenance> Maintenance
Planning >Scheduling of maintenance plans >Schedule (Transaction code IP10)

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Put the plan no to be scheduled &

press ENTER

Click start in cycle

(In
the event that your plan contains
only single package Eg say Monthly
jobs only, then click the start button
)

Keep date here same as that of last

completion date given during plan
creation
In offset give the difference in
completion of smallest package &
largest package. Eg if the plan
consists of monthly, 3 monthly & 6
monthly packages, then put the
difference completion time of the
last completion date of 6 monthly &
monthly job

Maintenance Plan will get scheduled. Now Save

the same

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d. Deadline Monitoring
After initial scheduling it is required to reschedule all such plans regularly so that the PM
calendar is updated. During SAP golive time it will be set such that system automatically
does the scheduling periodically in the background
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However in case of any server breakdown, such background program may get deactivated.
To reactivate the same following is to be done
Menupath : Logistics>Plant Maintenance>Preventive Maintenance> Maintenance
Planning >Scheduling of maintenance plans >Deadline monitoring (Transaction code
IP30)

Put K3

Put 15

Now on Top menu bar Click Program> Execute in background

Type LOCL in output device & Click here

Click Immediate
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Tick on periodic job & click on Periodic values

Double click on Weekly & click save button

On the bigger pop up window click save button

on smaller pop up window

again

Now all the plans will be reactivated for periodic background scheduling

3. Notifications
A Maintenance Notification, PM Notification for short, is used to describe the condition of a
technical object in the PM System, to refer the maintenance department to a task that needs
to be carried out and to document the work performed.
A Notification is used to record initial Equipment information and create a PM Order to carry
out the repair tasks on the Equipment. On completion of the repair tasks the Damage data,
Cause of Damage data, Activities carried out are entered in the Notification for history building
and future evaluations.
Separate notification types have been defined for various maintenance scenarios.

a. Create Notification
Menupath: Logistics > Plant Maintenance > Maintenance Processing > Notifications >
Create (general) (Transaction Code IW21)

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Enter data as
Field

Description/Action

Notification Type

Specify the type of Notification. As decided by

CPCL, the following notification types will be used
K0
Unit Breakdown-CPCL
K1
Shutdown/M&I-CPCL
K2
Maint request-CPCL
K3
Preventive M/c-CPCL
K4
Predictive M/c-CPCL
K5
Online Leak -CPCL
K6
Engg Modifcn-CPCL
K7
Civil Notifictn-CPCL
K8
Insp Recommendn-CPCL
Out of these K8 will be solely used by inspection
department. Other department issuing notification
will not use K8

Notification Number

Notification number will be generated internally at

the time of saving the notification. Leave this field
blank & press ENTER.

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Field
Short Text

Description/Action
Short description of the problem e.g. Pump
Malfunction. Use long text button
R fields) if text is big.

Functional loc No.

(After fill all

Equipment Tag No. at which the problem exists.

For searching proper tag no, type plant code (say
9910) in the field & click button

Planning Plant

Copied from Functional Location e.g. 9910 for

CPCL Manali

Maintenance Planner
Group

Group of employees responsible for the planning.

Copied from the Functional Loc No

Maintenance work Center

Maintenance Work Center responsible for carrying

out the maintenance job. Copied from the
Functional Loc No

Reported by

Name of the person who reported the notification.

Notification Date

Date at which the notification was created. System

puts the current date by default.

Notification Time

Time at which the notification was created. System

puts the current time by default.

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Field

Description/Action

Malfunction Start Date

Date of day on which the malfunction started, or on

which the problem occurred.

Malfunction Start Time

Time at which the malfunction started or at which

the problem occurred

Malfunction End Date

Date of day on which the problem was solved, or

on which the malfunction ended.

Malfunction End Time

Time at which the malfunction ended, or at which

the problem was solved.

Priority

The key in this field indicates the importance of the

processing of the order/notification.

Breakdown

Indicator that informs whether a machine has

broken down or not . It is used to calculate the
equipment downtime.

Object Part

Key for the code group, which groups the codes for
the object parts.

Damage Code

Key for the code group which groups the codes for
the problems.

Text

User can enter the text to describe the damage.

Cause Code

Key for the code group which groups the codes for
the causes.

Cause Text

User can enter the text to describe the cause of the

problem in detail.

Note at the right top it gives status of the notification. There are two status fields. One is
OSNO (Outstanding Notification) which gets automatically updated as per job progress. The
other status is REQ (Approval required). REQ means that the notification needs to be
approved by higher authority. In case higher authority own self is creating the notification,
then the status needs to be changed to ACC for approval

It may be noted that unless the notification is in status ACC, it cannot be taken up for further
processing
Save the Maintenance notification by pressing
button. System will generate a
Maintenance Notification number which will appear at the bottom of the screen

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In the event that notification is already lying open for a particular functional location, but
another notification is being tried for creation, then a warning message will appear as shown
below

Here user can take a decision whether to go ahead with creation of a new notification or not.
If fresh notification is not to be created, then user has to close the box & come out by clicking
back

button
b. Change/Display Notification
Menupath:Logistics > Plant Maintenance > Maintenance Processing > Notifications >
Change/ Display (Transaction Code IW22/23)

Put the notification no & press ENTER

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Carry out changes wherever desired & save

c. Approve Notification
Menupath:Logistics > Plant Maintenance > Maintenance Processing > Notifications >
Change ( (Transaction Code IW22)

Put the notification no & press ENTER

Click on button

the following screen will open

Put on the radio button 40 ACC to
approve the notification. To reject
put on the radio button 30 REJ
Click

Carry out other changes in the notification (if desired) & save

d. List display/change for Notification

Menupath: Logistics > Plant Maintenance > Maintenance Processing > Notifications >
List Editing > Change/Display (Transaction Code IW28/IW29)

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Field

Description/Action

Notification status

Select at least one processing status. Status

Outstanding means Notification raised by user
but no action (no maintenance order created)
taken, In-Process means a maintenance order is
assigned to notification, Postponed means
notification is postponed to a future date
intentionally by a maintenance user, Completed
means notification is closed after actions taken.

Notification selection

You can define and restrict your selection criteria

pertaining to existing notifications by filling up the
related fields under this broad heading. You can
define your Notification type or Functional
Location here. You can also set date range here

General data / admin. data

You can define and restrict your selection criteria

pertaining to general data by filling up the related
fields under this broad heading. You can define
planner group or Main Work Centre

Malfunction data/ system

availability

You can define and restrict your selection criteria

pertaining to malfunction data by filling up the
related fields under this broad heading.

Location data/ account

assignment

You can define and restrict your selection criteria

pertaining to location data by filling up the related
fields under this broad heading.

Click
You will go to the following screen

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In this screen select the notification you want to change and double click the button
to go to the detail screen and display the notification &make necessary
changes.
e. Close Notifications
This transaction ensures that the maintenance notification is transferred with
particular data to the maintenance history. Then the data is available to you for
evaluating past tasks and planning future ones. The data that comes from the
notifications are copied to the notification history. The notification history together
with usage history and order history form maintenance history.
menu path:Logistics > Plant Maintenance > Maintenance Processing >
Notifications > Change ( (Transaction Code IW22)
Complete the notification by clicking
Mainteanance notification
>Function >Complete
Check reference date & time.
Change if necessary. Click

4. Maintenance Orders

This transaction is used to create a maintenance order for notification. It links the
maintenance notification and the maintenance order. A maintenance order is created
to execute a maintenance task. The maintenance orders

Plans the execution of maintenance tasks (including material/service

requirement)
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Monitors the work progress and

Allocates the cost for the maintenance task.

Once the maintenance order is created, it is released for physical execution. After
execution the order is closed by entering relevant data and the cost is allocated.
As a pre requisite for maintenance order creation, a notification must be in open
stage
Menupath : Logistics > Plant Maintenance > Maintenance Processing > Notifications >
List Editing > Change (Transaction Code IW28)
Alternatively if notification no is known, the same can be directly opened by using
transaction IW22

Insert the following value

Field

Values

Notification type

Put notification type or K* (For all CPCL

related notifications)

Notification date

Give the date range

Planner group

Put your planner group

Main Work centre

Put work centre code or leave blank to

get list for all work centres

In addition to this all other fields can be used to narrow down your search

Click
You will go to the following screen

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In this screen select the notification you want to change and double click the button
to go to the detail screen
Ensure that the
notification status is
ACC that is
Approved

Click here to create

order
System will prompt default order type & work centre. Same is editable. Press ENTER
to continue

i. Maintenance Order Fund Assignment :In the maintenance order

screen assign Fund code thro Go to >Assignments>Fund
management

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Put Fund code here & press enter

CPCL has decided that budget will be kept only against the following fund codes only
3601
3602
2601
4601
3603
3604
3605
3324
3325
2320
4331
5145
5000
1601
7601

ME-RM-Static
ME-RM-Rotary
EM-RM-General
IT-RM-General
ME-RM-Painting
ME-RM-Insulation
ME-RM-Storage
Tanks
ME-SD-Static
ME-SD-Rotary
EM-SD-General
IT-SD-General
Special
R & M - Others
CL-RM-General
IS-RM-General

Static Routine maintenance

Rotary Routine maintenance
Electrical Routine maintenance
Instrumentation Routine maintenance
Static Painting
Static Insulation
Static Storage Tanks
Static Shutdown maintenance
Rotary Shutdown maintenance
Electrical Shutdown maintenance
Instrumentation Shutdown maintenance
Special Maintenance/Fire
Miscelleneous
Civil Routine maintenance
IS Routine maintenance

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ii. Maintenance order Assign Material Component: In the

maintenance order screen click the component tab

If the Functional location contains a Bill of material, the BOM can be seen by clicking
the List
button at the bottom. (If BOM is not there drop down in the field
component to search material code)

Select the material from BOM (Tick the box) & click

Add further material if required. In the background system will create a material
reservation for issue from stores. To view the reservation no click Gen data at the
bottom
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Reservation no is displayed

iii. Maintenance
order Assign Service Requirement: In the
maintenance order , if there is any external service requirement &
requisition is to be raised, then go to operations tab. Change the
control key to PM03 for the operation for which external services is
required & click the button External

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Put the purchasing group of the

department which will line up the
external agency
Put your own department code

Put your file reference no if any

Press Enter

Put service short text, Quantity, Unit of measure, Gross price (Estimated price)
If services required are already in approved SOR for your location, click button

Type SOR name here (Can be choosen from drop down also) & press enter

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Select the services required by highlighting & click the button

Selected services will get copied to maintenance order. Enter quantity when
prompted
System will create a purchase requisition in the back ground. If services entered are
for statistical purpose only & no purchase requisition is to be generated, then click
the tab

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Make the field Res/Purc req as

Never

iv. Assign Activity Type

In Maintenance order Header data drop down in the field PMActType & put nature
of job
v. Assign Permit to maintenance order

Click on button Permits

In the pop up window, drop down in field Permits to select proper permit type

44

45

After permit is assigned close the pop up window

vi. Release maintenance order

After completion of all planning activity maintenance order needs to be released for
continuing all follow up activities. To release the maintenance order click the icon

46

Click save button

. The order &
notification will get saved and order
number will be generated

vii. Change/Edit maintenance order

Menupath:Logistics > Plant Maintenance > Maintenance Processing >Order >
Change (Transaction code IW32)

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Put maintenance order no & press enter. In the event that maintenance order no is
not known, perform transaction IW38 & search the order no ( Use of transaction
IW38 is being explained later in this manual)

Carry out changes wherever desired. Further material component, further service
lines, further permit types can be added. However functional location cannot be
changed
Purchase requisition no generated for service requirement can be viewed thro
Operations tab>External>Act data. (If order contains more than 1 operations, select
the operation first before clicking External)

48

viii. Printing of maintenance order if desired can be taken as follows

Click on Printer

icon

Select maintenance order print & click on print/fax

49

ix. Display maintenance order

Menupath: Logistics > Plant Maintenance > Maintenance Processing >Order >
Display (Transaction code IW33)

50

Put maintenance order no & press enter. In the event that maintenance order no is
not know, perform transaction IW39 & search the order no ( Use of transaction IW39
is being explained later in this manual)
Various data can be displayed. Various costs involved in the order can be viewed in
tab

x. Close maintenance order

Menupath:Logistics > Plant Maintenance > Maintenance Processing >Order >
Change (Transaction code IW32)

51

Put maintenance order no & press enter. In the event that maintenance order no is
not know, perform transaction IW38 & search the order no ( Use of transaction IW38
is being explained later in this manual)

52

Click on order > Functions >Complete > Complete (Technically) or click on

Put completion time & date and for breakdown orders put mal function start date/time
& End date/time

Put damage/cause code & texts

53

Pres Enter, the order will get completed technically & saved

xi. List of maintenance orders

Menu path:Logistics > Plant Maintenance > Maintenance Processing >Order > Order List
>Change/Display(Transaction code IW38/IW39)

54

Field

Description/Action

Order Status

Choose at least one order status (outstanding

means order created, in process means order is
released for execution, completed, historic, etc)

Order

Enter the order no range to select.

Order type

Enter the range of order types to be selected.

Funct. Location

Enter the range of Functional location to be

selected

Equipment

Enter the range of the equipments to be selected.

Period

Enter the period for which the orders are to be

selected

Maintenance Plant

Enter the maintenance plant to restrict the data

selection for a given plant or group of plants.

Similarly the details for other fields can be filled up for selecting the relevant
order, which will be selected for changing. Any or all of the fields can be filled up
for the selection criteria.

Click

to go to Change/Display PM Orders: List of Orders screen

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Select the orders to be changed/displayed and click

Central Header screen.
Change relevant details in the order and click
selected orders

to go to Change/Display [order]:

to save the order. Repeat for all the

xii. Sub orders

This transaction is used to create a maintenance suborder for a superior order. A
maintenance suborder is created to execute a maintenance task/operation by another work
center (such as workshop, etc) or another department. For example machining of the pump
shaft in a workshop which cannot be done by the main work center. A suborder is linked to
the main order
Menupath: Logistics > Plant Maintenance > Maintenance Processing > Orders > Create
(special) > Create Sub-order

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Field

Description/Action

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Field

Description/Action

Order Type

Enter the Order type of the sub-order to be created

or select from the drop down menu the proper suborder type. The default value is the order type of
the superior order.

Priority

The priority defines the importance of the suborder. Enter the priority.

Superior Order No

Enter the number of the superior order for which

the sub-order is being created.

Planning plant

Enter the planning plant for the sub-order. You can

select from the drop down list.

Business area

The default business area comes from selecting

the functional location or the equipment. You need
not enter any data.

Press Enter
Type Short description of the job. Now follow in the same way as done for creating a
maintenance order. In most cases details will be copied from the superior order
Release & Save

xiii. Issue Permits

This transaction is used to define the process of issuing permits assigned to a maintenance
order. Unless the permits are issued the order cant be completed. The permit, which has
been issued, cant be deleted. However you can cancel a previously issued permit, only if you
have not already started executing the tasks planned in the maintenance order.
In case when a permit has expired and permit renewal is required, another permit of the same
type needs to be assigned to the maintenance order.
Permit issuance is restricted by authorization profile. In this case it will issued by processing
dept and not by maintenance dept.
Menupath: Logistics > Plant Maintenance > Maintenance Processing > Orders > Permit
Monitoring > Permit Monitoring

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Field

Description/Action

Plant

Enter the Maintenance Plant Number

Planner Group

Enter the relevant Planner Group

Work Center

Enter Work Center

Permit Type

Hot work, Cold work or any other that has been

attached

Equipment

Enter Equipment number for which the order has

been generated

Functional Location

Enter Functional Location for which the order has

been generated. You can put wild search with unit
no followed by * Eg 9910-201*

Order No.

Enter the order number which is to be released

Pending Permits

This has to be ticked for display of list of pending

permits

Permits Issued Between

This will give a list of all permits issued between

the given dates

Permits Expiring By

This will give a list of all permits that are expiring

between the given date and time.

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Select the Particular order line and double click on that, which will open the actual permit
assignment screen.

Make changes in the long text

as desired or in some cases if a standard long text already
exists then that can be amended. After making changes, come back to the main screen by
clicking on the

button.

Update the following fields before issuing the permit.

Field
Issued by

Description/Action
Enter your name

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Field

Description/Action

Valid Up to Date

Enter the date up to which the permit is valid

Valid Up to Time

Enter the time up to which the permit is valid

Operation No.

Enter Operation no. Against which the permit is attached.

(Reselect the Permit, enter your name in the field Issued By, Applicable to date, Applicable to time
and Operation number). After filling all the details click on the button
After issuing the permit click on the continue button
. This will open the main order change order
document, just save and exit. This process completes the issuance of permit. Screen refreshing can
be done by going out and re-executing the same variant.

Click

to save the order.

5. Various Plant Maintenance related Reports

i.

Use List Editing for notifications & orders as already explained earlier.Use the
icon
to bring further fields in the report
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ii.

Material where used list : Transaction code IW13 or IW3M to find

consumption of material against various maintenance orders/functional
locations

iii.

List of Maintenance Plans : Transaction IP15/IP16

iv.

Overview of Maintenance Schedules : IP19(Graphical) or IP24 (List Display)

v.

Analysis
a. Functional location class wise : Transaction MCI1
b. Manufacturer wise :Transaction MCI2
c. Location wise : Transaction MCI3
d. Planner group wise : Transaction MCI4
e. Damage wise : Transaction MCI5
f.

Breakdown Analysis : Transaction MCI7

g. Cost Analysis : Transaction MCI8

h. General Analysis : MCIS
In all the analysis report use the icon
then

to drilldown to lower levels &

(Drill down by) to further down in each level

vi.

Equipment History : Transaction YIR23

vii.

Shutdown Report : Transaction YIR22

viii.

Measurement documents : IK17

Reports listed above are those used most commonly. Other reports are also available for
which users may browse thro menu paths

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