Configuration Document PM

Configuration Document For Plant Maintenance
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Document Control:
Author Santhosh Kumar

File Name Configuration_PM.DOC
Created 8/06/2006
Last Edited
Versi Revision Revision Author

on Date Description
V1.0 Author: Santhosh Kumar
Target Readership
Project Team
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Table of Contents
INTRODUCTION .................................................................................................................................................. 9
1.1 PURPOSE OF THIS DOCUMENT..................................................................................................................... 9
1.2 INTENDED AUDIENCE ................................................................................................................................. 9
1.3 RELATED DOCUMENTS ............................................................................................................................... 9
SYSTEM CONFIGURATION ............................................................................................................................ 10
1.4 MAINTENANCE PLANNING PLANTS .......................................................................................................... 10
1.4.1 Purpose of configuration................................................................................................................ 10
1.4.2 IMG Menu Path / Transaction code ............................................................................................... 10
1.4.3 Description and Configuration Values ........................................................................................... 10
1.5 ASSIGN PLANNING PLANT TO MAINTENANCE PLANT ............................................................................... 10
1.6 DEFINE USER STATUS ............................................................................................................................... 11
1.7 CREATE AUTHORIZATION KEYS FOR USER STATUS AUTHORIZATIONS ..................................................... 12
1.8 DEFINE PERMIT CATEGORIES.................................................................................................................... 12
1.9 DEFINE MEASURING POINT CATEGORIES ................................................................................................. 12
1.10 CREATE NUMBER RANGES FOR MEASURING POINTS ............................................................................ 13
1.11 CREATE NUMBER RANGES FOR MEASUREMENT DOCUMENTS .............................................................. 13
1.12 DEFINE OBJECT INFORMATION KEYS ................................................................................................... 14
1.13 DEFINE TYPES OF TECHNICAL OBJECTS .............................................................................................. 14
1.14 DEFINE PLANNER GROUPS................................................................................................................... 15
1.15 DEFINE ABC INDICATORS.................................................................................................................... 16
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1.16 SET VIEW PROFILES FOR TECHNICAL OBJECTS .................................................................................... 16
1.17 CREATE STRUCTURE INDICATOR FOR REFERENCE LOCATIONS/FUNCTIONAL LOCATIONS ................... 17
1.18 DEFINE CATEGORY OF FUNCTIONAL LOCATION................................................................................... 18
1.19 DEFINE FIELD SELECTION FOR FUNCTIONAL LOCATIONS .................................................................... 18
1.20 MAINTAIN EQUIPMENT CATEGORY ...................................................................................................... 19
1.21 DEFINE NUMBER RANGES ................................................................................................................... 20
1.22 USAGE HISTORY UPDATE ..................................................................................................................... 21
1.23 DEFINE HISTORY RELATED FIELDS ....................................................................................................... 22
1.24 DEFINE INSTALLATION AT FUNCTIONAL LOCATION.............................................................................. 22
1.25 ASSIGN USER STATUS PROFILE TO EQUIPMENT CATEGORY ................................................................. 23
1.26 DEFINE FIELD SELECTION FOR THE EQUIPMENT MASTER RECORD ..................................................... 24
1.27 DEFINE OBJECT TYPES ........................................................................................................................ 24
IMG Menu Path / Transaction code ............................................................................................................... 24
1.28 DEFINE MEDIA FOR OBJECT LINKS ...................................................................................................... 25
1.29 DEFINE NUMBER RANGES FOR OBJECT LINKS ..................................................................................... 25
1.30 SET MAINTENANCE PLAN CATEGORIES ............................................................................................... 26
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1.31 DEFINE NUMBER RANGES FOR MAINTENANCE PLANS ........................................................................ 26
1.32 DEFINE NUMBER RANGES FOR MAINTENANCE ITEMS ......................................................................... 27
1.33 DEFINE SORT FIELDS FOR MAINTENANCE PLAN.................................................................................. 27
1.34 DEFINE FIELD SELECTION FOR MAINTENANCE PLAN .......................................................................... 28
1.35 DEFINE FIELD SELECTION FOR OPERATION DATA................................................................................ 28
1.36 DEFINE WORK CENTER TYPES AND LINK TO TASK LIST APPLICATION ............................................... 28
1.37 DEFINE EMPLOYEES RESPONSIBLE FOR WORK CENTERS .................................................................... 29
1.38 DEFINE TASK LIST USAGE KEYS ......................................................................................................... 29
1.39 MAINTAIN CONTROL KEYS .................................................................................................................. 30
1.40 MAINTAIN TASK LIST STATUS.............................................................................................................. 30
1.41 CONFIGURE PLANNER GROUP ............................................................................................................. 31
1.42 DEFINE NUMBER RANGES FOR GENERAL MAINTENANCE TASK LISTS ................................................ 31
1.43 MAINTAIN VALUE CATEGORIES ........................................................................................................... 32
1.44 ASSIGN COST ELEMENT TO VALUE CATEGORIES ................................................................................. 32
1.45 DEFINE NOTIFICATION TYPES .............................................................................................................. 33
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1.46 SET SCREEN TEMPLATES FOR THE NOTIFICATION TYPE....................................................................... 33
1.47 DEFINE LONG TEXT CONTROL FOR NOTIFICATION TYPES ................................................................... 35
1.48 SET FIELD SELECTION FOR NOTIFICATIONS ......................................................................................... 36
1.49 DEFINE NUMBER RANGES ................................................................................................................... 36
1.50 DEFINE TRANSACTION START VALUES ................................................................................................ 37
1.51 ASSIGN NOTIFICATION TYPES TO ORDER TYPES.................................................................................. 37
1.52 DEFINE CATALOG PROFILES................................................................................................................. 37
1.53 DEFINE PARTNER DETERMINATION PROCEDURES ............................................................................... 38
1.54 DEFINE PRIORITIES .............................................................................................................................. 39
1.55 ASSIGN OBJECT INFORMATION KEYS TO NOTIFICATION TYPES ........................................................... 39
1.56 CONFIGURE ORDER TYPES .................................................................................................................. 39
1.57 CONFIGURE NUMBER RANGES............................................................................................................. 40
1.58 ASSIGN ORDER TYPES TO MAINTENANCE PLANTS .............................................................................. 41
1.59 ASSIGN INSPECTION TYPES TO MAINTENANCE/SERVICE ORDER TYPES .............................................. 42
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1.60 DEFINE DEFAULT VALUE FOR PLANNING INDICATOR FOR EACH ORDER TYPE .................................... 42
1.61 SETTLEMENT RULE: DEFINE TIME AND DISTRIBUTION RULE .............................................................. 43
1.62 DEFINE PROPOSED REFERENCE TIME FOR TECHNICAL COMPLETION .................................................. 44
1.63 DEFINE NOTIFICATION- AND ORDER INTEGRATION ............................................................................. 44
1.64 MAINTAIN CONTROL KEYS .................................................................................................................. 45
1.65 MAINTAIN DEFAULT VALUES FOR CONTROL KEYS FOR ORDER TYPES ............................................... 46
1.66 DEFINE MAINTENANCE ACTIVITY TYPES ............................................................................................ 47
1.67 ASSIGN VALID MAINTENANCE ACTIVITY TYPES TO MAINTENANCE ORDER TYPES ........................... 47
1.68 DEFINE CHANGE DOCS, COLLECTIVE PURC. REQ. INDICATOR, OPERATION NO. INTERVAL ................. 48
1.69 DEFINE ACCOUNT ASSIGNMENT CATEGORY/DOCUMENT TYPE FOR PURCHASE REQUISITIONS .......... 49
1.70 DEFINE PRIORITIES .............................................................................................................................. 50
1.71 ACTIVATE DEFAULT VALUE FOR CURRENT DATE AS BASIC DATE ....................................................... 51
1.72 DEFINE DEFAULT VALUES FOR UNITS FOR OPERATION ....................................................................... 51
1.73 DEFINE PARTNER DETERMINATION PROCEDURE AND PARTNER FUNCTION......................................... 51
1.74 MAINTAIN SCHEDULING TYPES ........................................................................................................... 52
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1.75 SET SCHEDULING PARAMETERS .......................................................................................................... 52
1.76 ASSIGN OBJECT INFORMATION KEYS TO ORDER TYPES ...................................................................... 54
1.77 DEFINE CONTROL PARAMETERS FOR COMPLETION CONFIRMATIONS.................................................. 54
1.78 DEFINE CAUSES FOR VARIANCES ........................................................................................................ 55
1.79 ASSIGN VALUE CATEGORIES TO MAINTENANCE COST KEY FIGURES ................................................. 57
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Introduction
1.1 Purpose of this Document
This document gives details in to changes made to the original configuration based on the
process definition, documentation of system, sequence to be observed configuration and
templates to be used for transport of the change request.
Any changes to the new configuration in accordance with signed off KDS document / changes
to configuration items should be documented as different version.
1.2 Intended Audience
This document is for internal project distribution. It is to be used to communicate to consulting

members of project SANKALP about guidelines and approach for configuring the system. It
is also to be used by technical team, for the transport of configurable objects; this document
will be used by core team, for learning about system configuration and discipline to be followed
in the same.
1.3 Related Documents
This document should be read in conjunction with the following documents:
Transport documents used for transporting change request, KDS document.
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System configuration
1.4 Maintenance Planning Plants
1.4.1 Purpose of configuration
The maintenance planning plant is the plant which does the planning of the
maintenance activities.
The maintenance planning plants must first have been created as normal plants.
If all the plants in your organizational structure are also maintenance planning plants,
then you must include each of these plants as a maintenance planning plant.
You should then always use maintenance planning plants if the maintenance
planning is carried out centrally for several plants in one plant. If, from a PM
perspective, each plant stands alone, then each plant is also its own planning plant.
All the plants, which are mentioned in the KDS document was configured here.
1.4.2 IMG Menu Path / Transaction code
Enterprise Structure > Definition > Definition > Plant maintenance> Maintain Maintenance Planning Plant
1.4.3 Description and Configuration Values
Plant Name 1 Name 2

1100 HEAD OFFICE
1126 TARA EQUIPMENT WORKSHOP
3326 LUCKNOW MUZAFFARPUR PKG 1
3327 LUCKNOW MUZAFFARPUR PKG 2
3334 CHAMERA HEP
1.5 Assign Planning plant to Maintenance Plant
In the step "Assign maintenance planning plant to maintenance plant", you assign each
maintenance planning plant to a maintenance plant.
A maintenance plant can only belong to one maintenance planning plant.
Enterprise Structure > Definition > Assignment > Plant maintenance>Assign maintenance planning plant to
maintenance plant
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WERKS NAME1 IWERK

1100 HEAD OFFICE 1100
1126 TARA EQUIPMENT WORKSHOP 1126
3326 LUCKNOW MUZAFFARPUR PKG 1 3326
3327 LUCKNOW MUZAFFARPUR PKG 2 3327
3334 CHAMERA HEP 3334
1.6 Define User Status
Status Profile used to control user statuses.

A status profile is created by the user in general status management.
In a status profile you can
• define the sequence in which user statuses can be activated
• define initial statuses
• allow or prohibit certain business transactions
Plant Maintenance and Customer Service>Master Data in Plant Maintenance and Customer Service>Basic
setting> Define User
In StN Hig Lo Po Pri

StatProf UsrSt i o h w s o Stat Status
EQU_HCC E000 CDO Commissioning Doc.
1 1 00 00 00 00 00 C Attached
EQU_HCC E000
1 2 00 00 00 00 00 CPTD Capitalised
EQU_HCC E000
1 3 X 01 07 01 01 01 INU In Use
EQU_HCC E000
1 4 03 07 01 01 01 UBD Under Breakdown
EQU_HCC E000
1 5 04 07 01 01 01 SRP Surplus
EQU_HCC E000
1 6 05 07 01 01 01 URP Under Repair
EQU_HCC E000
1 7 06 07 01 01 01 DIS Dismantled
EQU_HCC E000
1 8 07 07 06 01 01 SCR Scrapped
EQU_HCC E000
1 9 02 07 01 01 01 HDO Hired Out
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1.7 Create Authorization Keys for User Status Authorizations

In this step you define authorization keys which you can use to set up authorization checks
when you manually set or delete a user status. When the system sets a user status as a
reaction to business transaction, it does not perform an authorization check.
setting> Create Authorization Keys for User Status Authorization
1.8 Define Permit Categories

In this Customizing activity, you define the permit categories. You can use the permit category
to group permits together. Every permit must be assigned to a permit category.

setting>Permits > Define Permit Categories
Language Cat Text

EN A Work approval
EN E HO Executive permission
EN H HO HOD Permission
EN P PME Permission
EN S Safety Permits
1.9 Define Measuring Point Categories

Measuring Point category is to divide the Measuring Points into logical groups. You always
need measuring point categories if you want to record measurement or counter readings for
a technical object.

setting> Measuring Points, Counters and Measurement Documents > Define Measuring Point Categories
Cat U C M Description TolPeriod

B 2 HourMeter 0.00
C 2 W Consumption Measuring Points 0.00
E 2 W Electrical Measuring Points 0.00
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G 2 W General Measuring Points (PBE) 0.00
M 2 W Mechanical Measuring Points 0.00
S 2 W Safety & Environment Parameter 0.00
V 1 W General usage 0.00
1.10 Create Number Ranges for measuring points

To define, the number ranges for the measuring points. As the numbers for measuring points
are assigned internally, you should work with the standard settings.
setting> Measuring Points, Counters and Measurement Documents > Create Number Ranges for Measuring
Points
1.11 Create Number Ranges for measurement documents

To define, the number ranges for the measurement documents. As the numbers for measuring
documents are assigned internally, you should work with the standard settings.
setting> Measuring Points, Counters and Measurement Documents > Create number ranges for measurement
documents
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1.12 Define Object Information Keys

In this step you can define different object information keys.
An object information key can be assigned to
• functional location categories
• equipment categories
• notification types
• PM order types

setting> Define Object Information Keys
OBJ B/D
INFO CONTRACT NOTIF COM.NOTI PRO.DAY RPTD ORDS COMP.ORD
PM A 5 2 0 5 5 2
SEL NOT
DAYS COMP DAYS AUTOMATIC
365 X 365 X
1.13 Define Types of Technical Objects

In this step, you define the types of technical objects.
You can assign each piece of equipment and each functional location to a type of technical
object. This allows pieces of equipment that have the same use, for example, to be combined
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into groups. You can use this grouping for evaluating your master data or maintenance data.
Also in ETM this controls procedures such as administrator eligibility, pricing and
authorizations for document entry are controlled by the equipment type.
Plant Maintenance and Customer Service>Master Data in Plant Maintenance and Customer Service>Technical
Objects> General Data> Define Types of Technical Objects
ObjectType Object type text

A05001 DG SET-25-30 KVA
A05002 DG SET-31-70 KVA
A05003 DG SET-71-125 KVA
A05004 DG SET-126-225 KVA
A05005 DG SET-226-320 KVA
A05006 DG SET-321-500 KVA
A05007 DG SET-501-750 KVA
A06001 TRANSFORMER-600-750
Ref KDS for PM / ETM for all Values
1.14 Define Planner Groups

Planner groups or maintenance planning groups must be defined separately for each planning
plant.
Depending on the size and structure of your company, a maintenance planning group may be
an individual department (for central work preparation), a group of skilled craftsmen or a
workshop.
Every piece of equipment and functional location can be allocated to a maintenance planning
group.
Maintenance planning groups can also be used for evaluation purposes.

Objects> General Data> Define Planner Groups
PlPl PG Name
1100 HOE Head of Eqpt. Dept
1100 HOI HO Eqpt. Inspector
1100 PME Project Mech.Engr.
1126 CVL Civil
1126 ELE Electrical
1126 ENG Engine
1126 FAB Fabrication
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1126 HOT Head of TARA W/S
1126 HYD Hydraulic
1126 INS Inspection
1126 MCH Machine Shop
1126 MSP Main Shop
1126 POW Power
1.15 Define ABC Indicators

You can define your 'ABC indicators' with this step.
You can form object categories by means of the ABC indicator.
The characteristics of the ABC indicator can be used as a selection criterion in evaluations.
You can determine which particular values are to be valid as ABC indicators and the meaning
that is given to these values.
The ABC indicator can be entered in equipment as well as functional locations.
Objects> General Data> Define ABC Indicators

IND TEXT
A Major Production. L
B Minor Production. Lo
C No Production Loss.
1.16 Set View Profiles for Technical Objects

This step enables you to combine screen templates for technical objects.
The data fields for the technical objects are sorted by contents, what are termed, screen
groups.
For each screen group, for example, pieces of equipment, you can define one or more view
profiles.
Each view profile enables you to assign pre-grouped and accompanying data fields to
individual screen templates.
These screen templates can be labelled individually using tab pages.
For example, there are screens for:
• General data
• Location data
• Organizational data
• Structure data
• ETM Data
• Fleet object data
To make the tab pages visible in the maintenance transactions, they must be labelled as active.
You can assign a view profile to each equipment category or functional location category, and
each fleet object type.
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Objects> General Data> Set View Profiles for Technical Objects
AGrp Profl. Number Tab active No. No. No. No.

H2 ETM 0010 X 005 010 015
H2 ETM 0020 X 020 025
H2 ETM 0030 X 030 035
H2 ETM 0050 X 040 045
H2 ETM 0060 X 110 100 122
H2 ETM 0150 X 499
H2 STANDARD 0010 X 005 010 015
H2 STANDARD 0020 X 020 025
H2 STANDARD 0030 X 030 035
H2 STANDARD 0050 X 040 045
H3 STANDARD 0010 X 005 010 015
H3 STANDARD 0020 X 020 025
H3 STANDARD 0030 X 030 035
H3 STANDARD 0050 X 040 045
1.17 Create Structure Indicator for Reference Locations/Functional

Locations

You can define your structure indicator for functional locations and reference functional
locations in this step. The structure indicator determines the edit mask and the number of the
hierarchy levels when you create functional location structures.
The edit mask defines:
the total length of the functional location number
the lengths of the individual blocks of the functional location number
the characters allowed
Numbers
Numbers --> Edit mask N
Letters
Letters --> Edit mask A
Numbers and letters
Numbers and letters --> Edit mask X

Objects> Functional Locations > Create Structure Indicator for Reference Locations / Functional Locations
Str. Edit mask Hierarchy levels StructIndText for FunctLocations

HCPRJ XXXX-XXX-XXXX 1 2 3 Structural Indicator for Project F. Locn
HCTRA XXXX-NNX-NNN 1 2 3 Structural Indicator for TARA F.Locn.
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1.18 Define Category of Functional Location

You can create different functional location categories in this step.
You can define the following for each functional location category:
• Status profile
• Partner determination procedure
• default value for categories
• field selection
• whether change documents are created
• A key defining the appearance of the dialog box for the object information.

Objects> Functional Locations > Define Category of Functional Location
StatPro ParP Othe Ca ObjectInf

C f r C r t C o Profl. Description
STANDAR
P PM PM D Production Plant
STANDAR
S PM PM D Project Site
STANDAR
W PM PM D Work Shops
1.19 Define Field Selection for Functional Locations

In this step, you can define the field selection for function locations.
The fields offered here are common data fields for functional locations and equipment.
For this reason, you should always take account of the affected values.
These fields are found in the following objects:
• Equipment
• Functional location
In the second setting, you can define the field selection for the fields which are only found in
the functional location.
Objects> Functional Locations > Define Field Selection for Functional Locations

1) Field Selection for Specific Fields for (Reference) Function T. Code OIAE
No fields have been selected. All Fields are retained for all 3 categories below, i.e
W, S & P.
2) Field Selection for Functional Location (Common Fields for Equipment . T. Code OIAF
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No fields have been selected. All Fields are retained for all 3 categories below, i.e
W, S & P.
1.20 Maintain Equipment Category

In this step you define the description for an equipment category and assign a reference
category to this equipment category.
You use the equipment category to define the characteristics for an equipment master record.
Using the control characteristics, you can decide how many and which equipment categories
you require.
The following control characteristics are available:
View profile for master data maintenance
Number interval and number assignment (you can choose between numerical and
alphanumerical numbers)
Update of a usage history
Installation options at functional locations
Verification documents for master data changes
Usage as production resources/tools
Status Profile
You must define for each equipment category whether a usage history should be written.
Field selection is defined using the equipment reference categories.

Objects> Equipment >Equipment Categories> Maintain Equipment Category

C R IntNR ExtNR U F M C A S StatProf ParPr ObjectInfo Profl. CEM
A M 03 X X X X EQU_HCC1 PM PM ETM X
B M 03 X X X X X EQU_HCC1 PM PM ETM X
C M 03 X X X X EQU_HCC1 PM PM ETM X
D M 03 X X X X EQU_HCC1 PM PM ETM X
E M 03 X X X X EQU_HCC1 PM PM ETM X
G M 03 X X X X EQU_HCC1 PM PM ETM X
H M 03 X X X X EQU_HCC1 PM PM ETM X
J M 03 X X X X EQU_HCC1 PM PM ETM X
K M 03 X X X X EQU_HCC1 PM PM ETM X
L M 03 X X X X EQU_HCC1 PM PM ETM X
M M 03 X X X X X EQU_HCC1 PM PM ETM X
P M 03 X X X X X EQU_HCC1 PM PM ETM X
Q M 03 X X X X X EQU_HCC1 PM PM ETM X
R M 03 X X X X EQU_HCC1 PM PM ETM X
S M 03 X X X X X EQU_HCC1 PM PM ETM X
T M 03 X X X X EQU_HCC1 PM PM ETM X
U M 03 X X X X EQU_HCC1 PM PM ETM X
V M 03 X X X X EQU_HCC1 PM PM ETM X
W M 03 X X X X EQU_HCC1 PM PM ETM X
X M 03 X X X X EQU_HCC1 PM PM ETM X
Z M 03 X X X EQU_HCC1 PM PM ETM
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Equipment category
C description
A Prime Mover
B Rock Drilling & Boring
C Air Equipment
D Concrete Equipment
Guniting & Grouting
E Equipment
G Hoisting Equipments
H Earth Moving Equipment
J Crushing Plants
K Screens & Conveyors
L Fabrication Equipments
M Machine - Shop Equipments
P Dewatering Equipments
Q Building & Road Equipments
R Air Condition & Refrigeration
S Service Tools & Machineries
T Transport Vehicles
U Foundation Equipments
V General Equipments
W Welding Equipments
X Special Purpose Equipments
Z Aviation & Marine Equipments
1.21 Define Number Ranges

In this step you can define the number assignment category in the step equipment categories.
You must allocate a unique number for each equipment master record.
You have the following options:
• internal number assignment
In this case, the SAP System assigns the numbers.
• external number assignment
In this case, the user assigns the numbers.
You can define both an internal and an external range for each equipment category. The same
number ranges can be shared by several equipment categories.
Recommendation
SAP recommends that you use internal number assignment.
As you can select pieces of equipment according to different criteria using match codes, you
do not need to use a descriptive external number as a general rule.
Activities
1. Define the number assignment category (internal and/or external) for each equipment
category.
2. Set up a group for each different number interval.
3. Define the number interval for each group.
4. Allocate each equipment category to a group.
Objects> Equipment >Equipment Categories> Define number ranges
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Code Description From To

ABCDEGHJKLM
PQRSTUVWXZ Equipment Number Range for HCC - External A0000001 Z9999999
1.22 Usage History Update

You define the equipment categories for which you want an ongoing usage history to be kept
in this step. Changes to certain master data fields will be logged in the usage usage history.
You define the fields concerned for each reference category.
Example
Using the usage history, you can, for example, define those changes to the account
assignment data (e.g. cost center) are always documented in the system via the usage history.
This means that a change to the cost center in the equipment master record will always be
documented by the system in such a way that you can display the equipment master record
with the data contents at the time of the change to the cost center at any time.
Objects> Equipment >Equipment Categories> Equipment Usage Period> Usage History Update

C U Equipment category description
A X Prime Mover
B X Rock Drilling & Boring
C X Air Equipment
D X Concrete Equipment
E X Guniting & Grouting Equipment
G X Hoisting Equipments
H X Earth Moving Equipment
J X Crushing Plants
K X Screens & Conveyors
L X Fabrication Equipments
M X Machine - Shop Equipments
P X Dewatering Equipments
Q X Building & Road Equipments
R X Air Condition & Refrigeration
S X Service Tools & Machineries
T X Transport Vehicles
U X Foundation Equipments
V X General Equipments
W X Welding Equipments
X X Special Purpose Equipments
Z Aviation & Marine Equipments
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1.23 Define History related fields

You can define the fields which, when changed, will lead to a record being made in the usage
history in this step.
Objects> Equipment >Equipment Categories> Equipment Usage Period> Define History-Related Fields

R Field name Usg Table Name Offse Length
M ANLNR ILOA 00153 000012
M ANLUN ILOA 00166 000004
M BEBER ILOA 00103 000003
M EQFNR X ILOA 00047 000030
M GEWRK EQUZ 00188 000008
M HEQUI X EQUZ 00160 000018
M INGRP EQUZ 00182 000003
M IWERK EQUZ 00107 000004
M KOSTL ILOA 00128 000010
M KUND1 EQUZ 00235 000010
M KUND2 EQUZ 00245 000010
M KUND3 EQUZ 00255 000010
M MSGRP ILOA 00094 000008
M PPSID ILOA 00109 000008
M STORT ILOA 00083 000010
M SWERK X ILOA 00078 000004
M TPLNR X ILOA 00015 000030
S KUND1 EQUZ 00235 000010
S KUND2 EQUZ 00245 000010
S KUND3 EQUZ 00255 000010
1.24 Define Installation at Functional Location

In this step you define for each equipment category, whether the installation of a piece of
equipment is allowed at a functional location.
Objects> Equipment >Equipment Categories> Equipment Usage Period> Define Installation at Functional
Location

EQTYP REFTP TPEIN TYPTX
A M X Prime Mover
B M X Rock Drilling & Boring
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C M X Air Equipment
D M X Concrete Equipment
E M X Guniting & Grouting Equipment
G M X Hoisting Equipments
H M X Earth Moving Equipment
J M X Crushing Plants
K M X Screens & Conveyors
L M X Fabrication Equipments
M M X Machine - Shop Equipments
P M X Dewatering Equipments
Q M X Building & Road Equipments
R M X Air Condition & Refrigeration
S M X Service Tools & Machineries
T M X Transport Vehicles
U M X Foundation Equipments
V M X General Equipments
W M X Welding Equipments
X M X Special Purpose Equipments
Z M X Aviation & Marine Equipments
1.25 Assign User Status Profile to Equipment Category

In this step you define for each equipment category, whether the installation of a piece of
equipment is allowed at a functional location.
Objects>Equipment > Assign User Status Profile to Equipment Category

EQTYP StatProf TYPTX
A EQU_HCC1 Prime Mover
B EQU_HCC1 Rock Drilling & Boring
C EQU_HCC1 Air Equipment
D EQU_HCC1 Concrete Equipment
E EQU_HCC1 Guniting & Grouting Equipment
G EQU_HCC1 Hoisting Equipments
H EQU_HCC1 Earth Moving Equipment
J EQU_HCC1 Crushing Plants
K EQU_HCC1 Screens & Conveyors
L EQU_HCC1 Fabrication Equipments
M EQU_HCC1 Machine - Shop Equipments
P EQU_HCC1 Dewatering Equipments
Q EQU_HCC1 Building & Road Equipments
R EQU_HCC1 Air Condition & Refrigeration
S EQU_HCC1 Service Tools & Machineries
T EQU_HCC1 Transport Vehicles
U EQU_HCC1 Foundation Equipments
V EQU_HCC1 General Equipments
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W EQU_HCC1 Welding Equipments
X EQU_HCC1 Special Purpose Equipments
Z EQU_HCC1 Aviation & Marine Equipments
1.26 Define Field Selection for the Equipment Master Record

In this step, you can define the field selection for the equipment master record.
The fields offered here are common data fields for functional locations and equipment.
For this reason you should always take account of the affected values.
These fields are found in the following objects:
• Equipment
• Functional location
• Reference functional location
In the second setting, you can define the field selection for the fields which are only found in
the equipment master record.
Objects> Define Field Selection for the Equipment Master Record
For all the equipment categories the “Equipment Description” field is made mandatory.
This can be further changed later after the user becomes familiar with the System .
1.27 Define Object Types

In this step you can define new object categories for the object link.
Every object link is allocated to an object type. A status profile can be allocated to each object
type. You can use several object types in a network.
IMG Menu Path / Transaction code
Objects>Object Links> Define Object Types

NETYP TYPTX
E Electrical Network
F Link Between Functional Locati
M Technical system - standard
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1.28 Define Media for Object Links

In this step you can define the media that are allowed for object links.
The medium indicates the kind of link (electricity, gas, telecommunications cable etc.) and you
can define it freely.
You can enter the material number for an object link for informative purposes in the field
provided.
Plant Maintenance and Customer Service> Master Data in Plant Maintenance and Customer Service>
Technical objects>Object Links> Object Links>Define media for Object Links
MEDIU MEDKXT
1010 Electrical Power
1020 Air
1030 Water
1040 Sweage Effluent
1045 Wireless communication link
1046 Wired communication link
1050 Fuel pipe line
1.29 Define Number Ranges for Object Links

Use this menu option to define the number range for object links.
You have the following options:
• Internal number assignment
With internal number assignment, the numbers are assigned automatically by the SAP system.
The number range 01 must be created.
• External number assignment
With external number assignment, the numbers are assigned manually by the user. The
number range 02 must be created.
Plant Maintenance and Customer Service> Master Data in Plant Maintenance and Customer Service>
Technical objects>Object Links>Define Number Ranges for Object Links
This has been defined for Internal as well as external - BOTH, as below :
INT - 000000000010000000 to 000000000019999999

EXT - 000000000020000000 to 000000000029999999
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1.30 Set Maintenance Plan Categories

In this step, you can make the settings for maintenance plan categories.
You can use the maintenance plan categories to control different business processes for
maintenance planning.
The functions for maintenance plans can currently be used for generating:
• Notifications
• Maintenance orders
• Service entry sheets (purchasing)
Since this involves different business processes, different screens are also required.
Plant Maintenance and Customer Service> Maintenance Plans, Work Centers, Task Lists and
PRTs>Maintenance Plans> Set Maintenance Plan Categories

Maintenan Call WPE WPIN DYNN SCREEN MPCO MPCON TXT
ce plan obje XT T R TY NTRA FDATE
category ct CT
EI 06 0500 O100 X Ins/Calib Plan for

Equipments
EP 06 0500 O100 X Preventive
Maintenance for
equipments- Orders
EN 2 06 0500 O100 X Plan for Notification
1.31 Define Number Ranges for Maintenance Plans

In this step, you define the type of number assignment for the maintenance plans.
Every maintenance plan must be identified by a unique number.
You can define a number range for both external and internal number assignment for
maintenance plans.
For this, you have the following options:
• Internal number assignment
In this case, numbers are assigned by the SAP System. A number range must be selected for
internal number assignment.
• External number assignment
In this case, the user assigns the numbers manually. A number range must be selected for
external number assignment
When numbers are assigned externally, numbers that are purely numerical are checked for
validity against the number range.
26
PRTs>Maintenance Plans> Define Number Ranges for Maintenance Plans
The Ext. Range is A to ZZZZZZZZZZZZ and assigned for ALL the three Categories of Plans
for PM as below:
EI - Insp. / Calib. Plan for Equipments
EP - Prev. Maint. Plan for Equipments
EN – Plan for Notification
1.32 Define Number Ranges for Maintenance Items

In this step, you define the number interval for the maintenance items.
In the standard SAP R/3 System, the number range is defined with internal number
assignment.
PRTs>Maintenance Plans> Define Number Ranges for Maintenance Items

For Maintenance items internal number range is defined as below:
0000000000000001 to 9999999999999999
1.33 Define Sort Fields for Maintenance Plan

In this step, you can define sort fields for the maintenance plan.
You can assign the sort field in the maintenance plan, which facilitates the selection and
grouping of maintenance plans.
You have created a large number of maintenance plans. For maintenance plan scheduling
using deadline monitoring, you would like to restrict the maintenance plans that are to be
scheduled, for example, to all maintenance plans of a certain plant. You can do this by
assigning the plant number as the sort field. This enables you to perform plant-related deadline
monitoring.
PRTs>Maintenance Plans> Define Sort Fields for Maintenance Plan

MaintPlan sort
field Name
CHEM_WS Chamera Work shop
LKNW1_WS Lucknow 1 Work shop
LKNW2_WS Lucknow 2 Work shop
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TARA_WS Tara Work Shop
1.34 Define Field Selection for Maintenance Plan

You can define the field selection for maintenance schedule overview lists for the maintenance
plan data in this step.
The fields that you choose at this point are used for the field selection. Here you can define
the layout of maintenance lists or the structure display by numbering the fields which should
appear in the lists or by marking them as 'suppressed'.
PRTs>Maintenance Plans>Define Field Selection for Maintenance Plan

Done as per the practical usage of the kind of info needed, by a maintenance Planner / user.
This can be changed later as per the requirement.
1.35 Define Field Selection for Operation Data

In this step you can define the fields and their sequence for the list display of operation data
in the scheduling overview.
The fields that you choose at this point are used for the field selection. Here you can define
the layout of maintenance lists or the structure display by numbering the fields which should
appear in the lists or by marking them as 'suppressed'.
PRTs>Maintenance Plans>Define Field Selection for Operation Data

Done as per the practical usage of the kind of info needed by a maintenance Planner / user.
This can be changed later as per the requirement.
1.36 Define Work Center Types and Link to Task List Application

The work center is assigned to a work center category during creation. Using the work center
category, you define the following for the work center master record data:
• The screen sequence (for example, basic data, capacity data)
• The field selection
• The allowed task list application, for example, plant maintenance, production.
• Whether changes to the work center should be documented with change documents.
In this step, you can allocate the keys for screen sequence control and field selection control
to the work center category.
28
Plant Maintenance and Customer Service> Maintenance Plans, Work Centers, Task Lists and PRTs>Work
Centers> General Data> Define work center types ( Categories) and link to task list applications

Appl Cat.
I 0005
R 0005
1.37 Define Employees Responsible for Work Centers

In this key, you can store the person or the group of people responsible for maintaining the
master data of a particular work center.
This area of responsibility does not refer to possible planning activities but to the management
of the work center in the sense of parameter maintenance instead .
Centers> General Data>Define Employees Responsible for Work Centers
Plnt Res Name

1100 HOE Head of HO Equipment Dept.
3326 PME PME for Lucknow 1 Plant
3327 PME PME for Lucknow 2 Plant
3334 PME PME for Chamera Plant
1.38 Define Task List Usage Keys

In this menu option, you can specify the task lists in which a work center or production
resource/tool may be used.
For example, you can categorize work centers into maintenance work centers or inspection
work centers according to their relevance and their usage in general task lists or inspection
plans.
You can also allow work centers to be used in any combination of task lists types .
Centers>Task List Data → Define Task List Usage Keys

Usage TLType
004 A
004 E
29
004 T
1.39 Maintain Control Keys

Control key specifies how an operation or a sub-operation is to be processed in functions such
as orders, costing or capacity planning.
The following are examples of processing types managed by a control key for operations and
sub-operations:
• external processing
• completion confirmation
• printing
• scheduling
• costing
Centers> Task List Data> Maintain Control Keys

Print Control key
Appl Ctrl Sched ExtProc TmeT Conf. Prnt Cost. CapRe Se
conf description
Plant
* PMIN X X 2 X X X X maintenance -
internal
Plant
* PMEX + X X X maintenance-
External(services)
1.40 Maintain Task List Status

You can define the possible task list statuses in menu option "Status".
The status of the task list determines in which other application areas the respective task list
may be used. The status controls the following functions:
• Release for use as a reference by other task lists (for task lists that can be referenced)
• Release for costing
• Release for use in the order
• Consistency checks are not used for PM task lists
Plant Maintenance and Customer Service> Maintenance Plans, Work Centers, Task Lists and PRTs>Task Lists>
General Data> Maintain Task List Status

Stat RelInd Cstng CChk Description of the status
1 Created
2 X X Released for order
3 X X Released for costing
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4 X X X Released (general)
1.41 Configure Planner Group

In this step, you can determine the planner groups for each plant. A planner group is
responsible for maintaining task list data.
General Data> Configure Planner Group

PlPl PG Name
1100 HOE Head of Eqpt. Dept
1100 HOI HO Eqpt. Inspector
1100 PME Project Mech.Engr.
1126 CVL Civil
1126 ELE Electrical
1126 ENG Engine
1126 FAB Fabrication
1126 HOT Head of TARA W/S
1126 HYD Hydraulic
1126 INS Inspection
1126 MCH Machine Shop
1126 MSP Main Shop
1126 POW Power
1.42 Define Number Ranges for General Maintenance Task Lists

You can determine the type of number assignment for the general maintenance task lists in
menu option "General maintenance task list number ranges". Here you have two options:
Internal number assignment
In this case, the SAP System assigns the numbers.
External number assignment
In this case, the user assigns the numbers.
In each case, you can set up an internal and external number range for the general
maintenance task lists.
Control Data> Define Number Ranges for General Maintenance Task Lists
31
For HCC, Defined only External range as:
A0000001 to ZZZZZZZZ.
1.43 Maintain Value Categories

In this step, you define value categories. Value categories are intervals for cost elements.
These are required to update the:
• Plant Maintenance Information System
• Customer Service Information System.
Plant Maintenance and Customer Service > Maintenance and Service Processing >Basic Settings >Settings for
Display of Costs >Maintain Value Categories

Value
Language Comp. COAr category Text
EN PM 1000 400 Spares
EN PM 1000 415 Out side repair
EN PM 1000 600 Internal Man power for mainten
EN PM 1000 900 High Speed Diesel
EN PM 1000 901 POL
EN PM 1000 902 Consumables
EN PM 1000 903 General store
EN PM 1000 904 Structral steel
EN PM 1000 905 External Man power for mainten
EN PM 1000 906 Transportation
EN PM 1000 907 Overhead
EN PM 1000 911 Fixed Hire Charges To Branch
1.44 Assign Cost Element to Value Categories
In this section, you define a cost element, a cost element interval or a cost element group as
a value category.
Plant Maintenance and Customer Service > Maintenance and Service Processing >Basic Settings >Settings for
Display of Costs >Assign Cost Element to Value Categories
32
Description and Configuration Values
Value From cost To Cost Cost

Comp. COAr category No. elem. Element Elem.Group
PM 1000 400 1003
PM 1000 415 1850000
PM 1000 600 92002021 92002024 2
PM 1000 900 1004000
PM 1000 901 1004010 1004990
PM 1000 902 1005
PM 1000 903 1002
PM 1000 904 1001020 1001022
PM 1000 905 1400000
PM 1000 906 1402000
PM 1000 907 40000001 40000002
PM 1000 911 5602520
1.45 Define Notification Types

In this step, you define notification types.
Each notification type references a notification category and an origin. Notifications have the
category predefined on the basis of the origin.
You can define notification types for the following origins:
• Maintenance Notification
• General maintenance notification
• Malfunction report
• Activity report
• Problem notification
Plant Maintenance and Customer Service > Maintenance and Service Processing > Maintenance and Service
Notifications> Notification Creation> Notification Types> Define Notification Types

Typ Notification type Cat Cat.Prof. Orig RDT NumR PrTyp ObjectInfo Type
MB Breakdown Notificati 01 000000001 02 A 10 PM PM PM01
MG General Notification 01 000000001 03 B 13 PM PM
MI Inspection Notificat 01 000000001 03 B 14 PM PM PM05
MM Modifications 01 000000001 03 B 12 PM PM
MP Preventive Maintenan 01 000000001 03 B 11 PM PM PM02
1.46 Set Screen Templates for the Notification Type

This step enables you to assemble the screens for the notification types individually.
The notification data fields are grouped according to content.
33
These groups are also found in the individual screens.
For example, there are screens for:
• Deadline data
• Task data
• Malfunction data
These screens are visible owing to the tab page function in the notification transactions.
You can also control the screen sequence dependent on the activity category.
For the standard notification types, there are example settings which can be used for
reference.
If you want to create a new notification type or do not require certain data in a standard
notification type, you can activate or deactivate the individual screens here .
Notifications> Notification Creation> Notification Types> Set Screen Templates for the Notification Type
Tab
Tab Strip
Typ Tab active ScA1 ScA2 ScA3 ScA4 ScA5 Division TabHd Cat
MB 10\TAB01 X 005 032 010 040 015 0 01
MB 10\TAB02 005 0 Reference Object 01
MB 10\TAB03 040 0 01
MB 10\TAB05 X 0 01
MB 10\TAB06 X 0 01
MB 10\TAB07 0 01
MB 10\TAB10 X 0 01
MB 10\TAB11 X 0 01
MB 10\TAB12 X 0 01
MB 20\TAB01 X 0 01
MB 20\TAB02 X 0 01
MB 20\TAB03 X 0 01
MB 20\TAB04 X 0 01
MG 10\TAB01 X 005 032 010 040 015 0 01
MG 10\TAB02 005 0 Reference Object 01
MG 10\TAB03 040 0 01
MG 10\TAB05 0 01
MG 10\TAB06 X 0 01
MG 10\TAB07 0 01
MG 10\TAB10 X 0 01
MG 10\TAB11 X 0 01
MG 10\TAB12 X 0 01
MG 20\TAB01 X 0 01
MG 20\TAB02 X 0 01
MG 20\TAB03 X 0 01
MG 20\TAB04 X 0 01
MI 10\TAB01 X 005 032 010 040 015 0 01
MI 10\TAB02 005 0 01
MI 10\TAB03 040 0 01
MI 10\TAB05 0 01
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MI 10\TAB06 X 0 01
MI 10\TAB07 X 0 01
MI 10\TAB10 X 0 01
MI 10\TAB11 X 0 01
MI 10\TAB12 X 0 01
MI 20\TAB01 X 0 01
MI 20\TAB02 X 0 01
MI 20\TAB03 X 0 01
MI 20\TAB04 X 0 01
MM 10\TAB01 X 005 032 010 040 015 0 01
MM 10\TAB02 005 0 Reference Object 01
MM 10\TAB03 040 0 01
MM 10\TAB05 0 01
MM 10\TAB06 X 0 01
MM 10\TAB07 X 0 01
MM 10\TAB10 X 0 01
MM 10\TAB11 X 0 01
MM 10\TAB12 X 0 01
MM 20\TAB01 X 0 01
MM 20\TAB02 X 0 01
MM 20\TAB03 X 0 01
MM 20\TAB04 X 0 01
MP 10\TAB01 X 005 032 010 040 015 0 01
MP 10\TAB02 005 0 01
MP 10\TAB03 040 0 01
MP 10\TAB05 0 01
MP 10\TAB06 X 0 01
MP 10\TAB07 X 0 01
MP 10\TAB10 X 0 01
MP 10\TAB11 X 0 01
MP 10\TAB12 X 0 01
MP 20\TAB01 X 0 01
MP 20\TAB02 X 0 01
MP 20\TAB03 X 0 01
MP 20\TAB04 X 0 01
1.47 Define Long Text Control for Notification Types

In this step, you can define for each notification type whether:
• A long text that has already been entered can be changed later
• The long text entered should be logged with the user ID, date and time
The log line is issued in the corresponding long text .
Notifications> Notification Creation> Notification Types> Define Long Text Control for Notification Types
35
No text
Typ Notification type Cat Log change
MB Breakdown Notificati 01 X X
MG General Notification 01 X X
MI Inspection Notificat 01 X X
MM Modifications 01 X X
MP Preventive Maintenan 01 X X
1.48 Set Field Selection for Notifications

In this step you can set the field selection for PM notifications and service notifications.
All screens, for which a field selection is possible, are summarized into individual screen
modification groups (e.g. all detail screens for the confirmation of a maintenance order).
Modifiable and influencing fields are defined for each screen modification group:
For the modifiable fields, use indicators to specify how the individual fields in the screen are
represented:
• The field is ready for input (default setting)
• The field requires an input (required field)
• The field is only displayed
• The field is suppressed
• The field is highlighted
Notifications> Notification Creation> Notification Types> Set Field Selection for Notifications

Field selection for notifications, are defined as per the current requirement, which can be
changed at a later stage based on the requirement.
1.49 Define Number Ranges

In this work step, you define the accompanying number range interval for each notification
type.
You can define a number range interval for each notification type, whereby you can choose
between internal and external number assignment .
Notifications> Notification Creation> Notification Types> Define Number Ranges

Not.Type Description Number Range
MB HCC Break down Notification 1000000-1999999
MP HCC PM Notification 2000000-2999999
MM HCC Modification Notification 3000000-3999999
36
MG HCC General Notification 4000000-4999999
MI HCC Inspection Notification 5000000-5999999
1.50 Define Transaction Start Values

In this step, you can define for the notification transactions:
Whether the initial screen is processed in the foreground
Which notification processing screen is accessed automatically
Whether a particular notification type should be set automatically
Notifications> Notification Creation> Notification Types> Define Transaction Start Values

TCode Type I IFC
IW21 X MELD
IW22 X MELD
IW23 X MELD
IW24 MELD
IW25 MELD
IW26 MELD
1.51 Assign Notification Types to Order Types

In this step, you can define which order type is generated from which notification type.
You can work with different notification types and order types. In this step, you can assign a
single order type to a single notification type in each case .
Notifications> Notification Creation> Notification Types> Assign Notification Types to Order Types

Typ Notification type Type
MB Breakdown Notificati PM01
MG General Notification
MI Inspection Notificat PM05
MM Modifications
MP Preventive Maintenan PM02
1.52 Define Catalog Profiles

Catalog profile is the combination of code groups, which determine from a functional viewpoint,
which code groups can be used for a particular technical object.
37
The catalog profile ensures that only appropriate codes can be used for a particular object, so
that, for example, a problem that only occurs in the case of pumps cannot be cited for a motor .
Notifications> Notification Creation> Notification Content> Define Catalog Profile

Nothing is defined for HCC now at a later date when the data is available can be defined.
Cat.Prof. C Code group
1.53 Define Partner Determination Procedures

In this step, you define the partners for processing notifications.
Several partners are usually involved in processing a notification - internal and external
partners. The types of partners and their functions can be different for each notification type.
To define the functions, proceed as follows:
Certain partners have been predefined in the system; for example, the following partners apply
to notifications:
• Customer (customer number)
• Vendor (vendor number)
• Person (personnel number)
• System user (SAP user)
• Organizational unit
Notifications> Notification Creation> Partners > Define Partner Determination Procedure and Partner
Function

ParPr Funct PM C Uniq Source Seq.
PM AB 00
PM HR 00
PM VN 00
PM ST 00
PM VU 00
PM VW 00
Typ Notification type ParPr

MB Breakdown Notificati PM
MG General Notification PM
MI Inspection Notificat PM
MM Modifications PM
MP Preventive Maintenan PM
38
1.54 Define Priorities

In this step, you define the priorities for the notifications.
You can define different priority types and assign a priority type to each notification type. For
each priority type, you define:
Which priority (rank) a notification warrants
Which start date and finish date (based on the creation date) the notifications should have
Notifications> Notification Processing> Response Time Monitoring> Define Priorities
PrTyp P Rel.start SDUn. Rel.end EDUn. Priority text

PM 1 00 01 H 1-Very high
PM 2 00 04 H 2-High
PM 3 01 H 03 H 3-Medium
PM 4 02 H 05 H 4-Low
1.55 Assign Object Information Keys to Notification Types
In this step you can assign an object information key to each notification type .
Notifications > Notification Processing > Object Information> Assign Object Information Keys to Notification
Types

Typ Notification type ObjectInfo
MB Breakdown Notificati PM
MG General Notification PM
MI Inspection Notificat PM
MM Modifications PM
MP Preventive Maintenan PM
1.56 Configure Order Types

In this step, you set up your maintenance order types.
In addition to the business reasons for configuring several order types, there are also technical
controls which depend on the order type and may require the creation of different order types.
The following technical controls depend on the order type:
• Number ranges
39
• Settlement proposal or account assignment rule
• Default values for control key
• Permitted maintenance activity types and default value for maintenance activity type
• Permitted order types for each maintenance planning plant
• Increment when assigning the operation numbers
• Costing parameters
• Residence period of the order after completion (residence time)
• Default values for the confirmation process
• Presetting for the reference object screen
• Budget profile
The budget profile enables you to define budgets for individual orders. You should also activate
the funds availability check. This allows you to monitor order-related budgets without using the
project system.
The settings for budget profiles and activating funds monitoring are made in the Customizing
for the cost accounting system.
Immediate order release
If you flag this field, the system tries to release orders generated from maintenance
notifications, service notifications, or maintenance plans immediately.
For orders which have been generated manually, the order must be released by the user.
If the system cannot release an order automatically, for example, because permits are missing,
the order automatically obtains the status 'Release refused'. .
Orders > Functions and Settings for Order Types > Configure Order Types

Type Cat NR SProf. ResT1 Rel Name
PM01 30 18 HCC-OH 000 Breakdown Order
PM02 30 19 HCC-OH 100 X Preventive Maintenance order
PM03 30 20 HCC-OH 000 Installation and Commissioning Work
PM04 30 21 HCC-OH 000 Refurbishment order
PM05 30 22 HCC-OH 100 Calibration order
PM06 30 23 HCC-OH 300 General Work
PM07 30 24 HCC-OH 000 Dismantling work
PM98 30 25 HCC-OH 000 Hired Eqpt.consumble cost acc.work order
PM99 30 25 HCC-OH 000 Consumable cost accumulation work order
1.57 Configure Number Ranges

In this step, you define the number ranges for the individual order types.
Orders > Functions and Settings for Order Types > Configure Number Ranges
40
Order Number Range
PM01 – HCC Break down Order 10000000 - 19999999
PM02 – HCC PM Order 20000000 - 29999999
PM03 – HCC Installation and Comm. Work 30000000 - 39999999
PM04 – HCC Refurbishment Order 40000000 - 49999999
PM05 – HCC Calibration Order 50000000 - 59999999
PM06 – HCC General Work 60000000 - 69999999
PM07 – HCC Dismantling Work 70000000 - 79999999
PM98 – HCC Hired Eqpt.consumble cost acc.work order
PM99 – HCC Consumable cost accumulation work order
1.58 Assign Order Types to Maintenance Plants

In this step, you can determine the allowed maintenance order types for the individual
maintenance plants.
Orders > Functions and Settings for Order Types > Assign Order Types to Maintenance Plants
Processing OH RA
PlPl Type Appl Cntl group key CostSh VarKey Key
1126 PM01 * PMIN 01
1126 PM02 * PMIN 01
1126 PM03 * PMIN 01
1126 PM04 * PMIN 01
1126 PM05 * PMIN 01
1126 PM06 * PMIN 01
1126 PM07 * PMIN 00
1126 PM98 * PMIN 00
1126 PM99 * PMIN 00
3326 PM01 * PMIN 01
3326 PM02 * PMIN 01
3326 PM03 * PMIN 01
3326 PM04 * PMIN 01
3326 PM05 * PMIN 01
3326 PM06 * PMIN 01
3326 PM07 * PMIN 00
3326 PM98 * PMIN 00
3326 PM99 * PMIN 00
3327 PM01 * PMIN 01
3327 PM02 * PMIN 01
3327 PM03 * PMIN 01
3327 PM04 * PMIN 01
3327 PM05 * PMIN 01
3327 PM06 * PMIN 01
3327 PM07 * PMIN 00
41
3327 PM98 * PMIN 00
3327 PM99 * PMIN 00
3334 PM01 * PMIN 01
3334 PM02 * PMIN 01
3334 PM03 * PMIN 01
3334 PM04 * PMIN 01
3334 PM05 * PMIN 01
3334 PM06 * PMIN 01
3334 PM07 * PMIN 00
3334 PM98 * PMIN 00
3334 PM99 * PMIN 00
1.59 Assign Inspection Types to Maintenance/Service Order Types

In this work step, you assign the
QM inspection types to the PM/SM order types.
These settings result in an inspection lot being generated automatically for the corresponding
order when a PM/SM order is released.
This inspection lot can then be processed further in the QM System, within the framework of
results recording and of a usage decision.
Orders > Functions and Settings for Order Types > Assign Inspection Types to Maintenance/Service Order
Types
Plnt Type InspType

1126 PM05 14
3326 PM05 14
3327 PM05 14
3334 PM05 14
1.60 Define Default Value for Planning Indicator for Each Order Type

In this section, you can define a default value for each order type for the order planning
indicator.
The order planning indicator is used for selection and statistical analyses in the Plant
Maintenance and Customer Service Information System.
Three order planning indicators are predefined by SAP:
• Planned order. You should use this indicator for order types, for which tasks can be
anticipated.
• Unplanned order. You should use this indicator for order types, for which the task
cannot be anticipated, but also need not be performed immediately.
42
• Immediate order. You should use this indicator for order types, for which the necessity
of the task cannot be anticipated, but where the task must be performed immediately.
Orders > Functions and Settings for Order Types > Define Default Value for Planning Indicator for Each Order
Type
1.61 Settlement Rule: Define Time and Distribution Rule

In this step, you can define for each order type the time by which the settlement rule must be
maintained during order processing.
You can also define a default value for the distribution rule for each order type, according to
which the settlement rule should be calculated, if an order of this order type has a superior
order.
Orders > Functions and Settings for Order Types > Settlement Rule: Define Time and Distribution Rule
43
1.62 Define Proposed Reference Time for Technical Completion

In this work step, you can define a reference time for the technical completion of the order.
Orders > Functions and Settings for Order Types > Define Proposed Reference Time for Technical Completion

Ref
Type Time
J3GE
J3GV
PM01
PM02
PM03 2
PM04 3
PM05 3
PM06 3
PM07 3
PM98
PM99
1.63 Define Notification- and Order Integration

In this Customizing activity, you can define
44
Whether you want to maintain notification- and order data in one screen. This means that you
can create another notification automatically when entering the order.
Whether the long text of the notification header should be automatically copied to the order
header
Whether and in what range you allow the assignment of operations to object list entries of the
order
Maintain notification- and order data in one screen
In the order header data screen, you find some central data fields for the notification, which
you can maintain completely if desired.
Because the notification is created automatically by the system, here you can define the order
types for which these functions should be used and which notification type the system should
use.
Note that for all notification types which you enter here, an internal number assignment is
strictly necessary.
Orders > Functions and Settings for Order Types > Maintain Indicator for Notification and Order Data on One
Screen

Order Notif Long
Type Typ Notif Text
J3GE
J3GV
PM01
PM02 MP X
PM03
PM04
PM05
PM06
PM07
PM98
PM99
1.64 Maintain Control Keys

In this step, you maintain the allowed control keys for the individual operations of the
maintenance orders.
Using the control key of the operation you determine
Which business functions you want to carry out
How you want to deal with the operation
The most important parameters are:
• Capacity planning
• With this indicator you control that
• T\he operation is scheduled
• Capacity requirement records are created for this operation.
• Costing
• With this indicator, you control that operation is taken into account for costing.
45
• Process externally
• With this indicator you control that the operation is processed by external companies.
• Processing of confirmations
• With this indicator, you control
• Whether the operation can be confirmed
• The type of the completion confirmation of this operation
• Printing time tickets
With this indicator, you control that time tickets are printed for this operation.
Orders > Functions and Settings for Order Types > Control Key> Maintain Control Keys
Print Control key

Appl Ctrl Sched ExtProc TmeT Conf. Prnt Cost. CapRe Se
conf description
Plant
* PMIN X X 2 X X X X maintenance -
internal
Plant
* PMEX + X X X maintenance-
External(services)
1.65 Maintain Default Values for Control Keys for Order Types
In this step, you can determine which control key is proposed in the operations of
maintenance orders for the combination maintenance plant and order type.
Orders > Functions and Settings for Order Types > Control Key>Maintain Default Values for Control Keys for
Order Types

PlPl Type Cntl
1126, 3326, 3327, 3334 PM01 PMIN
1126, 3326, 3327, 3334 PM02 PMIN
1126, 3326, 3327, 3334 PM03 PMIN
1126, 3326, 3327, 3334 PM04 PMIN
1126, 3326, 3327, 3334 PM05 PMIN
1126, 3326, 3327, 3334 PM07 PMIN
1126, 3326, 3327, 3334 PM98 PMIN
1126, 3326, 3327, 3334 PM99 PMIN
46
1.66 Define Maintenance Activity Types

In this step, you determine the allowed maintenance activity types.
Maintenance Activity type is the type of maintenance activity provided.
Activities are divided into repairs, shutdowns, regular activities, inspections and so on.
In cost evaluations (for example, total costs, number of orders per technical object), you can
classify the data according to maintenance activity type.
Orders > Functions and Settings for Order Types > Maintenance Activity Type> Define Maintenance Activity
Types

MAT W I MAT Description
001 Inspection
002 Preventive maintenance
003 Repair
004 Refurbishment material
006 Investment
010 X Warranty case
011 X Insurance case
012 Repair service
M01 Equipment Repair Work
M02 Warranty Work
M03 Annual Shutdown
M04 Inspn. Calibration
M05 M/c Reconditioning
M06 M/c Modifications
M07 Safety Activity
M08 Commissioning (New Eqpt)
M09 Commissioning (Old Eqpt)
M10 Miscellaneous
1.67 Assign Valid Maintenance Activity Types to Maintenance Order Types

In this step, you can determine which maintenance activities are allowed with which order
types.
Orders > Functions and Settings for Order Types > Maintenance Activity Type> Assign Valid Maintenance
Activity Types to Maintenance Order Types
47
Type MAT
PM01 M01
PM01 M02
PM01 M03
PM03 M08
PM03 M09
PM04 M05
PM05 M04
PM06 M06
PM06 M07
PM06 M10
1.68 Define Change Docs, Collective Purc. Req. Indicator, Operation No.
Interval

In this step, you can define:
Whether changes to the order header are recorded using documents and are displayed in the
form of an action log
The increment at which numbers for the individual operations should be assigned
Whether a multi-item purchase requisition (collective purchase requisition) should be
generated for external material and operations for each order
Whether a workflow should be generated for changes to dates and quantities for components
not held in stock, operations processed externally and external elements, if a purchase
requisition is already available
Whether certain order types are maintained using a PDC system
Whether reservations or purchase requisitions relevant to materials planning should be
generated:
When an order is created
Only when the order is released
Orders > Functions and Settings for Order Types > Costing Data for Maintenance Orders> Define Change
Docs, Collective Purc. Req. Indicator, Operation No. Interval

Plnt Type Ch Doc Increment Wkf CollReqstn
1100 PM01 X 0010 X X
1100 PM02 X 0010 X
1100 PM04 0010 X X
1100 PM05 0010 X
1100 PM06 X 0010 X
1100 PM07
1126 PM01 X 0010 X X
1126 PM02 X 0010 X
1126 PM03 0010 X X
1126 PM04 0010 X X
1126 PM05 0010 X
48
1126 PM06 X 0010 X
1126 PM07
1126 PM98
1126 PM99
3326 PM01 X 0010 X X
3326 PM02 X 0010 X
3326 PM03 0010 X X
3326 PM04 0010 X X
3326 PM05 0010 X
3326 PM06 X 0010 X
3326 PM07
3326 PM98
3326 PM99
3327 PM01 X 0010 X X
3327 PM02 X 0010 X
3327 PM03 0010 X X
3327 PM04 0010 X X
3327 PM05 0010 X
3327 PM06 X 0010 X
3327 PM07
3327 PM98
3327 PM99
3334 PM01 X 0010 X X
3334 PM02 X 0010 X
3334 PM03 0010 X X
3334 PM04 0010 X X
3334 PM05 0010 X
3334 PM06 X 0010 X
3334 PM07
3334 PM98
3334 PM99
1.69 Define Account Assignment Category/Document Type for Purchase

Requisitions

In this step you can define the account assignment category and purchasing document type
for purchase requisitions for maintenance and service orders.
For the document type, you can choose whether you always want to generate purchase
requisitions for standard purchase orders, contracts or other document types of the purchasing
system.
Purchase requisitions for PM/SM orders must always be assigned to PM/SM orders. This
means that you must change the standard setting for the account assignment category only if
you defined a new account assignment category for order-account assignment in Customizing
for the purchasing system..
Orders > General Data> Define Account Assignment Category/Document Type for Purchase Requisitions
49
1.70 Define Priorities

You define priority types in this step.
For every priority type, you can define your own priorities.
Orders > General Data> Define Priorities
50
1.71 Activate Default Value for Current Date as Basic Date

In this step, you can define for which plants the current date should be proposed as a basic
date for the order.
Orders > General Data> Activate Default Value for Current Date as Basic Date

For all planning plants “Default current date” is flagged.
1.72 Define Default Values for Units for Operation

In this step, you can define for which plants the current date should be proposed as a basic
date for the order.
Orders > General Data> Define Default Values for Units for Operation

For all planning plants the ‘Norm. durn. unit’ and ‘Unit of Work’ is maintained as ‘H-Hour’.
1.73 Define Partner Determination Procedure and Partner Function

In this step, you define the partners for service and maintenance processing.
The following partner types are defined in the system:
• Customer (customer number)
• Contact person
• Vendor (vendor number)
• User
• Personnel number
• Organizational unit
• Position
You can define partner functions centrally for all the applications in Logistics and assign a
particular partner type to these.
Orders > Partner > Define Partner Determination Procedure and Partner Function
51
Funct. Funct. Spl. crtn
Type ParPr Customer of order paging func.
PM01 PM
PM02 PM
PM03 PM
PM04 PM
PM05 PM
PM06 PM
PM07 PM
PM98 PM
PM99 PM
1.74 Maintain Scheduling Types

In this step, you can maintain the allowed scheduling types.
Before you delete existing scheduling types because they are not needed for maintenance
processing, you should check whether they are used by other user departments.
Orders > Scheduling > Maintain Scheduling Types

ST Forward Backw. CapRqmt C Time Description
1 X Forwards
2 X Backwards
3 X Only capacity requirements
4 X Current date
5 X X Forwards in time
6 X X Backwards in time
1.75 Set Scheduling Parameters

In this step, you can set scheduling parameters for every maintenance order type and every
maintenance plant.
In addition to the scheduling type, you can determine further scheduling parameters:
• Automatic scheduling
• Display scheduling log automatically after scheduling
• Maximum number of days for start in the past
• Automatic adjustment of the start/finish dates
• Shift order indicator
• Scheduling to incorporate breaks (breaks at the work center are taken into account
when scheduling is created).
52
Orders > Scheduling > Set Scheduling Parameters

Plnt OG OrdT PrCtr Adj.dates ST S SiP RL %RF %RF %RF %RF %RF %RF
1100 5 PM01 * 1 X 000 0 0 0 0 0 0 0
1100 5 PM02 * 2 1 X 000 0 0 0 0 0 0 0
1100 5 PM03 * 2 2 X 005 4 20 50 70 100 100 100
1100 5 PM04 * 2 2 X 005 4 20 50 70 100 100 100
1100 5 PM05 * 2 1 X 005 4 20 50 70 100 100 100
1100 5 PM06 * 2 2 X 005 4 20 50 70 100 100 100
1100 5 PM07 * 2 1 X 005 4 20 50 70 100 100 100
1100 5 PM99 * 2 2 X 005 4 20 50 70 100 100 100
1126 5 PM01 * 1 X 000 0 0 0 0 0 0 0
1126 5 PM02 * 2 1 X 000 0 0 0 0 0 0 0
1126 5 PM03 * 2 2 X 005 4 20 50 70 100 100 100
1126 5 PM04 * 2 2 X 005 4 20 50 70 100 100 100
1126 5 PM05 * 2 1 X 005 4 20 50 70 100 100 100
1126 5 PM06 * 2 2 X 005 4 20 50 70 100 100 100
1126 5 PM07 * 2 1 X 005 4 20 50 70 100 100 100
1126 5 PM98 * 2 1 X 005 4 20 50 70 100 100 100
1126 5 PM99 * 2 1 X 005 4 20 50 70 100 100 100
3326 5 PM01 * 1 X 000 0 0 0 0 0 0 0
3326 5 PM02 * 2 1 X 000 0 0 0 0 0 0 0
3326 5 PM03 * 2 2 X 005 4 20 50 70 100 100 100
3326 5 PM04 * 2 2 X 005 4 20 50 70 100 100 100
3326 5 PM05 * 2 1 X 005 4 20 50 70 100 100 100
3326 5 PM06 * 2 2 X 005 4 20 50 70 100 100 100
3326 5 PM07 * 2 1 X 005 4 20 50 70 100 100 100
3326 5 PM98 * 2 2 X 005 4 20 50 70 100 100 100
3326 5 PM99 * 2 2 X 005 4 20 50 70 100 100 100
3327 5 PM01 * 1 X 000 0 0 0 0 0 0 0
3327 5 PM02 * 2 1 X 000 0 0 0 0 0 0 0
3327 5 PM03 * 2 2 X 005 4 20 50 70 100 100 100
3327 5 PM04 * 2 2 X 005 4 20 50 70 100 100 100
3327 5 PM05 * 2 1 X 005 4 20 50 70 100 100 100
3327 5 PM06 * 2 2 X 005 4 20 50 70 100 100 100
3327 5 PM07 * 2 1 X 005 4 20 50 70 100 100 100
3327 5 PM98 * 2 2 X 005 4 20 50 70 100 100 100
3327 5 PM99 * 2 2 X 005 4 20 50 70 100 100 100
3334 5 PM01 * 1 X 000 0 0 0 0 0 0 0
3334 5 PM02 * 2 1 X 000 0 0 0 0 0 0 0
3334 5 PM03 * 2 2 X 005 4 20 50 70 100 100 100
3334 5 PM04 * 2 2 X 005 4 20 50 70 100 100 100
3334 5 PM05 * 2 1 X 005 4 20 50 70 100 100 100
3334 5 PM06 * 2 2 X 005 4 20 50 70 100 100 100
3334 5 PM07 * 2 1 X 005 4 20 50 70 100 100 100
3334 5 PM98 * 2 2 X 005 4 20 50 70 100 100 100
3334 5 PM99 * 2 2 X 005 4 20 50 70 100 100 100
53
1.76 Assign Object Information Keys to Order Types

In this step you can assign an object information key to each order type.
Plant Maintenance and Customer Service> Maintenance and Service Processing> Maintenance and Service
Orders> Object Information > Assign Object Information Keys to Order Types

Type ObjectInfo
J3GE
J3GV
PM01 PM
PM02 PM
PM03
PM04 PM
PM05
PM06
PM07
PM98
PM99
1.77 Define Control Parameters for Completion Confirmations

In this work step, you maintain the control parameters for completion confirmations in
maintenance orders.
You can set control parameters for each order type.
Using the completion parameters, you define:
Which data is proposed for entry
The severity with which inspections should be performed
How the completion confirmation processes are controlled
To do this, you can proceed as follows:
Default values
You can propose that completion confirmation data which is still open be entered. For the
activities, the SAP System then proposes the difference between the specifications and the
values already confirmed. Otherwise, the default values are proposed each time as completion
confirmation data.
Display confirmed data/display specifications
For information, you can display both the data already confirmed and the specifications.
Default value final completion confirmation
Here you can define whether a partial completion confirmation, a final completion confirmation
or a final completion confirmation with charging of open reservations should be proposed.
Plant Maintenance and Customer Service> Maintenance and Service Processing> Completion Confirmations>
Define Control Parameters for Completion Confirmations
54
Plnt Type ORsv F DAC DDC Actvts Date DCA DCD Er All
1100 PM01 X X X X X X
1100 PM02 X X
1100 PM03 X X X X X X
1100 PM04 X X X X X
1100 PM05 X X X X X
1100 PM06 X X X X X X
1100 PM07 X X X X X
1100 PM99 X X X X X
1126 PM01 X X X X X X
1126 PM02 X X
1126 PM03 X X X X X X
1126 PM04 X X X X X
1126 PM05 X X X X X
1126 PM06 X X X X X X
1126 PM07 X X X X X
1126 PM98 X X X X X
1126 PM99 X X X X X
3326 PM01 X X X X X X
3326 PM02 X X
3326 PM03 X X X X X X
3326 PM04 X X X X X
3326 PM05 X X X X X
3326 PM06 X X X X X X
3326 PM07 X X X X X
3326 PM98 X X X X X
3326 PM99 X X X X X
3327 PM01 X X X X X X
3327 PM02 X X
3327 PM03 X X X X X X
3327 PM04 X X X X X
3327 PM05 X X X X X
3327 PM06 X X X X X X
3327 PM07 X X X X X
3327 PM98 X X X X X
3327 PM99 X X X X X
3334 PM01 X X X X X X
3334 PM02 X X
3334 PM03 X X X X X X
3334 PM04 X X X X X
3334 PM05 X X X X X
3334 PM06 X X X X X X
3334 PM07 X X X X X
3334 PM98 X X X X X
3334 PM99 X X X X X
1.78 Define Causes for Variances

In this work step you can define reasons or causes for deviations.
55
Plant Maintenance and Customer Service> Maintenance and Service Processing> Completion Confirmations>
Define causes for Variances

Plnt Cause Description
1100 V01 Delay in M/c Release
1100 V02 Non Availability of Spares
1100 V03 Delay in arranging spares
1100 V04 Defective Spares
1100 V05 Non availability of Man power
1100 V06 Non availability of Drgs. & do
1100 V07 Non availability of Tools
1100 V08 Non availability of Contractor
3326 V09 Client reasons
3326 V10 HCC reasons
56
1.79 Assign Value Categories to Maintenance Cost Key Figures

In this section, you can allocate value categories to PM cost key figures predefined by SAP.
The value category generally groups several cost element accounts together.
For the PM key figure system, you can again aggregate several value categories under one
PM cost key figure.
You can allocate one or more value categories to each PM cost key figure using the settings.
Which value categories are grouped together under which key figure depends on your chart
of accounts.
Plant Maintenance>Information Systems for Plant Maintenance and Customer Service>Assign Value
Categories to Maintenance Cost Key Figures

Cost Key fig Value Cat Key Fig.Desc Val Cat Desc
IADIENKOS 415 Services External procurement
IADIENKOS 906 Services Transportation
IAMATKOSE 400 Internal material Warehouse issue
IAMATKOSE 900 Internal material High Speed Diesel
IAMATKOSE 901 Internal material POL
IAMATKOSE 902 Internal material Consumables
IAMATKOSE 903 Internal material General store
IAMATKOSE 904 Internal material Structral steel
IAPERKOSE 600 Internal employees Internal activities
IAPERKOSF 905 External employees External Man power for mainten
The End
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Configuration Document For Plant Maintenance

Author Santhosh Kumar

Versi Revision Revision Author

1.1 Purpose of this Document

1.2 Intended Audience

This document is for internal project distribution. It is to be used to communicate to consulting

1.3 Related Documents

This document should be read in conjunction with the following documents:

Transport documents used for transporting change request, KDS document.

1.4 Maintenance Planning Plants

1.4.1 Purpose of configuration

1.4.2 IMG Menu Path / Transaction code

1.4.3 Description and Configuration Values

Plant Name 1 Name 2

1.5 Assign Planning plant to Maintenance Plant

1.5.1 Purpose of configuration

1.5.2 IMG Menu Path / Transaction code

WERKS NAME1 IWERK

1.6 Define User Status

1.6.1 Purpose of configuration

Status Profile used to control user statuses.

1.6.2 IMG Menu Path / Transaction code

1.6.3 Description and Configuration Values

In StN Hig Lo Po Pri

1.7.1 Purpose of configuration

1.7.2 IMG Menu Path / Transaction code

1.7.3 Description and Configuration Values

1.8 Define Permit Categories

1.8.1 Purpose of configuration

1.8.2 IMG Menu Path / Transaction code

1.8.3 Description and Configuration Values

Language Cat Text

1.9 Define Measuring Point Categories

1.9.1 Purpose of configuration

1.9.2 IMG Menu Path / Transaction code

1.9.3 Description and Configuration Values

Cat U C M Description TolPeriod

1.10 Create Number Ranges for measuring points

1.10.1 Purpose of configuration

1.10.2 IMG Menu Path / Transaction code

1.10.3 Description and Configuration Values

1.11 Create Number Ranges for measurement documents

1.11.1 Purpose of configuration

1.11.2 IMG Menu Path / Transaction code

1.12 Define Object Information Keys

1.12.1 Purpose of configuration

1.12.2 IMG Menu Path / Transaction code

1.12.3 Description and Configuration Values

1.13 Define Types of Technical Objects

1.13.1 Purpose of configuration

1.13.2 IMG Menu Path / Transaction code

1.13.3 Description and Configuration Values

ObjectType Object type text

Ref KDS for PM / ETM for all Values

1.14 Define Planner Groups

1.14.1 Purpose of configuration

1.14.2 IMG Menu Path / Transaction code

1.14.3 Description and Configuration Values

Ref KDS for PM / ETM for all Values