Technical Structuring for Plant Maintenance

Purposes
Use
The structuring of assets from a bookkeeping perspective in the Asset Accounting (FI-AA)
component is independent of the technically-oriented structure in the Plant Maintenance (PM)
component. The PM component has its own structural organization (functional locations, equipment). This
structure enables you to organize fixed assets according to maintenance requirements (in Plant
Maintenance, refer to Technical Objects (Fixed Asset Structuring)).

Integration
The system offers an additional option, the integration of the Asset Accounting and Plant
Maintenance components by synchronization of asset master records an d equipment master records.
Synchronization means master data maintenance of the two objects is linked, so that changes to one are
automatically made in the other. You can set up this process, so that when you create an asset master
record, the system automatically enters an equipment master record number in the asset master record,
and copies the values of certain master data fields (for example, company code, cost center). The
equipment master record, however, is not actually created until you save. You can delete it from the asset
master record before that, if you wish.

You can also set up the system so that equipment master records are automatically updated
when you make certain changes to the asset master records linked to them.

The system provides workflow functions here to augment this process, or to handle it completely.
For example, a workflow can inform the responsible employee in Plant Maintenance, who then makes the
necessary entries manually. (This could involve creating an equipment master record, or checking master
data.).
Prerequisites
In Customizing for Asset Accounting, you specify whether the system

 Automatically creates an equipment master record and/or triggers a workflow when an asset is
created
 Makes synchronous changes in the equipment master record and/or triggers a workflow when an
asset master data is changed

When making these settings, you can specify which individual master data fields should automatically be
synchronized in the asset and equipment master records (for example, company code, cost center).

You can also make all of these settings in the other direction, meaning that the equipment master record
is the initiator. For example, creating an equipment master record then results in the automatic creation of
an asset master record, or triggers a workflow. The same applies to changes.

Due to the fact that some asset master data fields are time-dependent, you should
ensure that changing the asset master data from the equipment master record only takes
place using workflow.

Refer to:

Implementation Guide (IMG) for Asset Accounting. Choose Master Data  Automatic Creation of
Equipment Master Records
 Specify Conditions for Synchronization of Master Data

Assign Master Data Fields of Assets and Equipment

Develop Enhancement for Field and Class Assignment

Features
You specify the integration of the FI-AA and PM components by entering one or more equipment master
records in the asset master record. The other way around, however, it is only possible to enter one asset
number in an equipment master record (or functional location). As a result, it is possible

 To jump directly from the asset master record to the appropriate equipment master record

 To select, in the PM component, all the assets that belong to a piece of equipment

 To capitalize, in the PM component, all maintenance orders requiring capitalization, to the

respective assets

Technical Objects

The solid lines show the relationships between assets and equipment or functional locations, when you
use equipment and functional locations at the same time in PM. A piece of equipment can be assigned to
the asset main number as well as to the asset sub-number. The broken lines shows the situation when
only functional locations are used.

Activities
 When the correct Customizing settings are made (see above), the system automatically enters an
equipment number in the asset master record. The equipment master record is created when you
save. To enter additional equipment master records, choose Create.
 Delete equipment records that are not needed by choosing Delete line.
 Specify whether the system should make synchronous changes to the asset master record when
the equipment master record is subsequently changed, and also trigger a workflow, or just trigger
a workflow. The system enters defaults based on your Customizing settings.