Configrable Tasklist in PM

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How to create a configurable task list in SAP PM

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  • Generated by Jive on 2015-05-17+02:001

    Configurable Tasklist

    Introduction:Often there are requirements like having a common large tasklist for a category of equipments and choosingthe operations selectively into the Maintenance Order depending upon the equipment specifications on whichthe order is being made.

    Let me explain with an example:.Suppose there are 100 motors falling into 6 categories as under:SN Type Capacity (KW) Population1 Squirrel Cage Induction

    (SQI)5.5 20

    2 7.5 30

    3 11.5 5

    4 Slip Ring (SLR) 5.5 105 7.5 15

    6 11.5 20

    Now the operations to carry-out the work on these machines vary with different ratings (specifications), oftendue to the variance in the amount of work involved.

    We can have all operations of such 6 categories of 100 equipments in a single large tasklist, yet use inmaintenance orders created on these equipments.i.e., While creating the maintenance order, system would choose only those operations from the tasklist whichare relevant to the equipment on which the order is being made .

    Such tasklist is called a Configurable Tasklist.

    Lets assume the common large tasklist (General Maintenance tasklist) we have for all thesemotors is the one shown here, which is to be configured.

  • Configurable Tasklist

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    Now let us see how, the tasklist is configured.

    1. Create the characteristics (CT04)

    Create a capacity characteristic for MOTOR_CAP.

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    Now, specify the values and save.

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    Similarly create a Type characteristic for MOTOR_MDL.

    Specify the values and save.

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    2. Create a class (CL02) ,Say class MOTOR_TYPES (type '300'),Assign characteristics created above and save.

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    3. Object dependencies (CU01)

    Create object dependencies as below:

    Here dependency SQI5.5 illustrated.

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    Go to Dependency Editor and specify the dependency as shown here.

    Come back to CU01 initial screen and set the Status to 'Released'

    Similar dependencies to be made for all combinations of Capacity and Type, viz.,SQI7.5,SQI11.5,SLR5,5,SLR7.5 andSLR11.5Here another illustration is given for dependency SQI7.5.

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    Come back to CU01 initial screen and set the Status to 'Released'

    4. Tasklist configuration profile (CU41)Create a Configuration Profile selecting General Maintenance Tasklist.

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    Create as shown below. (Do not give values in the value fields) andDo not forget to select the 'Std Class' check-box.

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    5. Assign the class to equipments (IE02).

    Assign class MOTOR_TYPES to the these 100 equipments, with respective characteristic valuesas shown below:(Go to 'Class Overview' screen and assign)

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    6. Assign the dependencies to tasklist operations (IA06):

    As shown here:

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    Assign dependencies to all the tasklist operations which are equipment specific, in a similar way.Leave the common operations untouched.

    Now, the configuration is complete.

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    Lets see what effect this exrecise has while selecting tasklist in an order (IW31/32).

    Menu : Extras --> Tasklist selection --> Direct EntryIn the popup, give the Tasklist group and counter, as shown.

    In the resulting screen, give the characteristic values of the order equipment,

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    Click Back and go to the operations tab.

    Here is the result:

    System has chosen the relevant dependency operation (0040) and two operations, where nodependencies were specified. (0070, 0080).

    This work can be extended to a tasklist of 100's of operations covering 1000s of equipments.In my experience, very common application has been in Repair shops where equipments like Motors arerepaired. Here very few numbers of Configurable tasklists are maintained covering 1000s of motors.

    The author is a maintenance manager with 30 years experience in a large manufacturing industry, associatedwith SAP-Plant maintenance since more than 6 years

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    Related content:http://scn.sap.com/docs/DOC-44023

  • Configurable Tasklist

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