Integration with Plant Maintenance

(PM) Use

The Plant Maintenance (PM) and Customer Service (CS) components enable you to plan and carry

out all services, plant maintenance tasks, preventative maintenance, and modernization tasks in your

Real Estate objects. Some examples of these tasks are: cleaning offices, repairing systems,

preventative maintenance of elevators, and renovating an office building floor.

You use the PM component to manage Real Estate objects used by your own company. You use the

CS component if you manage Real Estate objects for customers or other companies within your

group.

However, the master data objects of both components are basically the same.

Integration

These components are integrated with the RE-FX component by assigning functional locations of the

PM and CS components to the Real Estate objects in the usage or architectural view, where

The Real Estate object from the RE-FX component describes the business usage of real

estate in the usage view or portrays the architecture in the architectural view and

The functional location from the PM and CS components describes the fixed, unchangeable

parts of real estate such as maintenance groups or rooms.

Prerequisites

You make settings for integration with Plant Maintenance in Customizing. For more information, see

Creating and Assigning External Objects from RE-FX .

Features

You can create or assign notifications on functional locations in PM directly from the Real Estate

objects. You create notifications if you want to document an inspection or if a technical malfunction of

a functional location or equipment occurs.

You can also create or assign orders on functional locations in PM directly from the Real Estate

objects. You plan which tasks are to be performed and who should perform them in the order. If an

external service provider performs the task then a purchase requisition is generated in the Materials

Management (MM) component from the order. If your own employees perform the task then

personnel resources are planned from the Human Resources Management (HR) component.

Subsequent Processes in Plant Maintenance

Invoices from external service providers and personnel costs are posted to the order.

The activities performed are documented in the activity confirmation.

The maintenance order can be settled to RE objects such as contracts, settlement units, or usage

objects. Or it can be capitalized as a value increase to a fixed asset of the Asset Accounting (FI-AA)

component.

If the order in the CS component is not based on a rental agreement, the tenant can be charged the

costs in an invoice in SD.

Other Master Data in Plant Maintenance

In maintenance plans , you define according to which rules scheduled orders should be generated.

For example, you describe when elevators are maintained, when an inspection should take place, and

when cleaning is done. Orders are created manually for non-scheduled activities.

The individual activities of an order are listed and described in more detail in task lists .

The fixtures and fittings of real estate objects, such as pumps or fire extinguishers, are represented by

assigning equipment to the functional location.

Classification characteristics describe the details of functional locations and equipment such as the

length, width, and height of a room, the construction year of a fixed asset, or the acquisition costs.