1. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Project SarthakTable of Content.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.01 of 241

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End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10S.No. Page No.1.Introduction ............................................................................................................ 42.Getting Started ....................................................................................................... 63.Master Data .......................................................................................................... 18 3.1Functional Location ................................................................................................................... 18 3.2Equipment .................................................................................................................................. 29 3.3Equipment Bill of Material ........................................................................................................ 43 3.4General maintenance Task lists .................................................................................................. 50 3.5Work Permit ............................................................................................................................... 59 3.6Characteristic ............................................................................................................................. 67 3.7Measuring Points ....................................................................................................................... 71 3.8Work Center ............................................................................................................................... 80 3.9Maintenance Planning ................................................................................................................ 85 3.10 Maintenance Plan Scheduling .................................................................................................... 924.Maintenance Processing .................................................................................... 102 4.1Measuring documents .............................................................................................................. 102 4.2Breakdown Maintenance Process: ........................................................................................... 123 4.3Preventive Maintenance ........................................................................................................... 160 4.4Regular Maintenance : ............................................................................................................. 203 4.5Calibration Process: ................................................................................................................. 2095.Plant Maintenance Information System .......................................................... 217 5.1Standard Reports ...................................................................................................................... 217Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.02 of 241 3. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.03 of 241 4. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov101. IntroductionSAP R/3 is an integrated and industry-independent standard software whichcovers integrates and connects all functional areas in a business. SAP AG definesintegration as "defined communication". Although R/3 is designed for completeintegration, it can also be used for a couple of business areas.SAP is the abbreviation for Systems Applications and Products in DataProcessing.The purpose of this document is to provide an overview of SAP PM Functionality andthe details of how the transactions are carried out in SAP R/3.The document has been organized as follows; Master data maintenance required for PM module is covered first. Master datamaintenance is the most important aspect as these data affects all the transactionwhere that Master data is used. It is very much controlled by authorizations as perthe policy of the company. As a PM user, you will be using various transactions to replicate day-to-day workin SAP R/3. So all the transactions, which are relevant to you for carrying outPlant Maintenance activities, are covered in this.Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 4 of 241 5. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Master data maintenance and transaction processes are explained with the help ofSAP screen Shots. This will help you in executing the same perfectly.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.05 of 241 6. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov102. Getting StartedLOG ON:Select SAP Log in IconOn PC Desktop & press enter key or double click,Or follow the menu path as shown in following screen:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.06 of 241 7. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10The following screen will appear.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.07 of 241 8. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Select Server and click on Log on icon Logging onto the SAP R/3 system Sap R/3 systems are client systems. The client enables you to run several business operations at the same time in one SAP R/3 system. Client is, in organizational terms, an independent unit in the system. Clients have their own data environment and therefore their own user master and transaction data, assigned user master records and chart off accounts and specific customizing parameters. So that you log on to SAP R/3 system, you must have a master record created for you for corresponding client. For reasons of accessLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 8 of 241 9. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 protection, you must enter a password when you log onto the sap system. The system does not display the password you enter. SAP R/3 system is available in several languages. Use the language input field to select the logon language for each session.Elements of the screen layout Command Field: Use command field (hidden as default) to go to applications directly by entering the transaction code. Standard Tool Bar: the push buttons in the standard tool bar are found on every screen in an SAP R/3 system. Any push buttons that cannot be used in a particular application are grayed out. If you place yourLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.09 of 241 10. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 cursor on a push button for a while the system displays a quick info text that explains the push button function. The Application Tool bar: shows which functions are available in the current application. A Tab page: provides a clearer overview of several information screens Status bar: the status bar displays information on the current system status, for example. Warning or error messages Menu bar: the menus shown here depend on which application you are working in. Title bar: the title bar displays the functions that are available for the user. Checkboxes: checkboxes enable you to select several options simultaneously within a group. Radio Buttons: allow you to choose exactly one item form a selection.Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 10 of 241 11. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10The below shown screen gives you a detail explanation. Menu bar Standard toolbar Title bar CommandApplicationtoolbarTab PageInput FieldsCheckboxes,RadioButtons Status barSAP Easy Access Sap easy access is the standard entry screen displayed after the logon. You navigate through the system using the tree structure.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 11 of 241 12. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10You are greeted by yourlogo in the right-handpart of the window Selecting Functions You can call functions in the system as followso Menu Optiono Favouriteso Entry in the SAP easy Access menu /n ends the current session /i delets the current session /oCV01N opens a new session and branches out to the transaction specified (CV01N)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 12 of 241 13. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 By entering search_sap_menu in the command field, you can display menu paths for the desired SAP transaction. Command FieldMenu SAP easy Access and Favorite ListField help : F1 and F4 Use F1 to display an explanation of fields, menus, functions and messages. F1 Help also provides technical information on the relevant field.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 13 of 241 14. End User Manual Title: SAP PMModule:PLANT MAINTENANCERelease: ECC 6.0Created by:RAVINDER KUMARCreated on:23 Nov10 F1 Help Use F4 to display possible inputs . you can also access F4 help for a selected field using the button immediately to the right of that field.Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 14 of 241 15. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 F4 helpUser Specific Personalization The end user has many possibilities for personalizing the system. For example as shown in the screen below.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.015 of 241 16. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10SAP Symbols or icons KeyboardKeyboardButton DescriptionButtonDescription ShortcutShortcut Ctrl +Page First page Enter Key Enter/Continue Up Saveto Ctrl + SPage UpPrevious page databaseLast changed on:Last changed by:Version: Page:(23/11/2010)RAVINDER KUMAR1.0 16 of 241 17. End User ManualTitle: SAP PMModule:PLANT MAINTENANCERelease: ECC 6.0Created by:RAVINDER KUMARCreated on:23 Nov10 Next page F3 BackPage DownExit System Ctrl +Page Shift + F3Last pageTaskDown Create New F12CancelNone session Createshortcut Ctrl + P Print None on Desktop F1 Help Ctrl + F FindF1 Customize Local Ctrl + G Find next Alt + F12 LayoutLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.017 of 241 18. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov103. Master Data3.1 Functional Location Functional locations are elements of a technical structure (for example, functional units within a system). Functional locations can be created according to the hierarchy, and can be structured based on the following criteria:FunctionalProcess-relatedSpatial Each functional location is managed independently in the system, to :Manage individual data from a maintenance perspective for the objectPerform individual maintenance tasks for the objectKeep a record of the maintenance tasks performed for the objectCollect and evaluate data over a long period of time for the objectTrigger:Functional locations need to be structured according to functional, process-related orspatial criteria. Whenever any new location identified we need to create Functionallocation.BUSINESS PROCESS PROCEDURE OVERVIEWA functional location is an organizational unit to structure the maintenance objects of acompany according to functional, process-related or spatial criteria.Last changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.018 of 241 19. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 BUSINESS PROCESS PROCEDURE OVERVIEWA functional location represents the place at which equipment(s) can be installed and amaintenance task is to be performed.Output ResultsCommentsFunctional location createdProcedural Steps ID: PM Title: Maintaining of Master data functionallocation Business process:Functional Location Transaction code: Menupath: Logistics Plant maintenance IL01, IL02 Management of Technical Objects functionallocation Create (IL01)Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.019 of 241 20. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Description: Use this transaction for creating structured location Double CLICK on selected line or press Enter to get following screenLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.020 of 241 21. End User Manual Title: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10 Instructions In the initial screen, enter the values in the following fields: Field name Required User action and allowed values/Optional Functional locationR Functional location code is to be entered as perthe structure Structure indicatorR Structure of func. With hierarchy level Fuct. loc. cat.R Type of fictional loc.Press enter key or click on iconLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 21 of 241 22. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10Field name Required User action and allowed values / OptionalDescriptionRFunctional Location. Name is to be entered(40characters). If the name exceeds, use longtext.Ensure General data screen is open or click on GENERAL TAB Field nameRequired User action and allowed values /Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.022 of 241 23. End User Manual Title: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10Optional WeightOWeight of the Functional Location SizeOSize of the Functional Location Start up date OActual start date of usage Acquisition value OValue of the Functional Location at the time ofacquiring Acquisition dateODate on which the Functional Location wasacquired ManufacturerOManufacturer of the Functional Location Manufacturing OCountry, where the Functional Location was countrymanufactured Model numberOModel number of the Functional Locationsupplied by the manufacturer Constr. Yr/mthOYearandmonth of Functional Locationconstructed Manuf Part No.OPart number of the Functional Location assupplied by the manufacturer Manuf Serial No.OSerial number of the Functional Location assupplied by the manufacturerAfter entering required data click on LOCATION TABLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.023 of 241 24. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Field nameRequired User action and allowed values/OptionalMaintenance plant OMaintenanceplant, where the Functional Location is locatedLocationOLocation of the Functional Location, for ex: Building where it is installed.Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 24 of 241 25. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Field nameRequired User action and allowed values/OptionalPlant section OFurther low level identification of location.Work center OProduction work center, for blocking from production during maintenance work.ABC Indic OAs detailed below :After entering required data click on ORGANISATION TABTO GET FOLLOWING SCREEN :Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.025 of 241 26. End User ManualTitle: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10Field nameRequired User action and allowed values/OptionalCompany codeRR/3 will copy the respective company of the maintenance plant.Business area OFor viewing profit and loss statement/area wise costing.Asset OAppropriate asset number should be assigned to the Functional Location.Cost center OAll the costs incurred at the Functional Location level are collected at these cost centers level.Planning PlantOMaintenance planning plant, defaulted as that of maintenance plant.Planner group OPlannergroupsasper the maintenance planning activities.Maintenancework OMaintenance work center, currently representscenter the departments like ME, EE, IE, CE & SECatalog profile OFor Functional Location history generation all the codes are maintained in a catalog profile.Last changed on: Last changed by:Version: Page:(23/11/2010) RAVINDER KUMAR1.026 of 241 27. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10After entering required data click on STRUCTURE TABYou will reach the following screen Field nameRequired User action and allowed values / Optional Functional Location O Functional location under which the Functional Location is functioning. Superior Functional O Superior Functional Location under which the LocationFunctional Location is functioning. Tech Ident. noO Technical identification number ofthe Functional Location. Const TypeO Material of construction.Last changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.027 of 241 28. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Click onto Save and following message will be given bythe systemThe Functional Location is saved.Through transaction code IL02, required functional location can be opened foreditingIf Functional location installation is to be changed, click on iconon structure tab, to get the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 28 of 241 29. End User ManualTitle: SAP PMModule:PLANT MAINTENANCERelease: ECC 6.0Created by:RAVINDER KUMARCreated on:23 Nov10First dismantle the already existing installation and then input / select newinstallation location and click onEnter / Continue iconClick ontoSave the changes made and followingmessage will be given by the system.3.2 EquipmentA piece of equipment is an individual object that is to be maintained independently.Each piece of equipment is managed independently in the system, so that you can:Manage individual data from a maintenance perspective for the objectPerform individual maintenance tasks for the objectKeep a record of the maintenance tasks performed for the objectCollect and evaluate data over a long period of time for the objectPieces of equipment can be installed and dismantled at functional locations. Theusage times for a piece of equipment at a functional location are documented overthe course of time.Trigger:Maintenance history needs to be captured for a physical technical object.Wheneverany new Machine/Computer etc. Purchased we need to create Equipment Master.Correct Equipment Type has to be choosen always for proper functioning. BUSINESS PROCESS PROCEDURE OVERVIEWLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0 29 of 241 30. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 BUSINESS PROCESS PROCEDURE OVERVIEWThis document describes how to create Equipment for use in PM functions. Equipmentare master data to manage physical objects in PM and Customer Service. AnEquipment master data object must be created here before it may be associated with aFunctional Location object.Output - Results CommentsEquipment Master created ID: PM Title: Maintaining of Master data - Equipment Transaction code: Menu path: Logistics Plant maintenance IE01, IE02, IE03,Management of Technical Objects Equipment Create (IE01)Last changed on: Last changed by:Version:Page:(23/11/2010) RAVINDER KUMAR1.030 of 241 31. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Description: Use this transaction for creating & maintaining Equipment Double click or press Enter Key to reach the following screenLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.031 of 241 32. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Instructions In the initial screen, enter the values in the following fields:Last changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.032 of 241 33. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional Equipment No in put is required as system creates an internal no, Valid onR By default system proposes current date, one can change to the appropriate valid from date. Equipment category RAppropriate equipment category to be selected from the list REFERENCE Equipment O Already existing equipment can be used to copy the data MaterialNot applicable this is required when a material/equipment link is requiredLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 33 of 241 34. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Press Enter key or click onEnter / Continue icon to reach the followingscreen Enter the parameters as detailed below: in General screen Screen fields data entry instruction: Field name Required User action and allowed values/Optional DescriptionR Equipment Name is to beentered(40characters). If the name exceeds, use longtext. Object typeO Type of machine ex: select from listLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 34 of 241 35. End User ManualTitle: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10 Field name Required User action and allowed values/Optional Weight O Weight of the equipment Size O Size of the equipment Start up dateO Actual start date of usage Acquisition valueO Value of the equipment at the time of acquiring Acquisition date O Date on which the equipment was acquired Manufacturer O Manufacturer of the equipment ManufacturingO Country,wherethe equipment was countrymanufactured Model number O Model number of the equipment supplied by theLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.035 of 241 36. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional manufacturer Constr. Yr/mthO Year and month of equipment constructed Manuf Part No.O Part number of the equipment as supplied by the manufacturer Manuf Serial No.O Serial number of the equipment as supplied by the manufacturerClick on Location Tab to get the followingscreenLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 36 of 241 37. End User Manual Title: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10 Field name Required User action and allowed values/Optional Maintenance plantR Maintenance plant, where the equipment islocated Location O Location of the equipment, for ex: Buildingwhere it is installed. Plant sectionR Further low level identification of location. Work centerO Production work center, for blocking fromproduction during maintenance work. ABCD O As detailed below: Indicator Strategy A Critical B Important C Non-criticalNow Click onOrganization tab to get the followingscreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 37 of 241 38. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field name Required User action and allowed values/Optional Company code R R/3 will copy the respective company of themaintenance plant. Business areaO For viewing profit and loss statement/area wisecosting. AssetO Appropriate asset number should be assignedto the equipment. Cost centerR All the costs incurred at the equipment level arecollected at these cost centers level. Planning Plant O Maintenance planning plant, defaulted as that ofmaintenance plant.Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.038 of 241 39. End User ManualTitle: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field nameRequired User action and allowed values / Optional Planner groupO Planner groups as per the maintenanceplanning activities. Maintenancework OMaintenance work center, currently represents center the departments like ME, EE, IE, CE & SE Catalog profileO For equipment history generation all the codesare maintained in a catalog profile.Now Click onStructure tab to get the following screen Click here for Installation at functional locationLast changed on:Last changed by:Version: Page:(23/11/2010)RAVINDER KUMAR1.0 39 of 241 40. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional Functional Location O Functional location under which the equipment is functioning. Superior Equipment OSuperior equipment under which the equipment is functioning. Tech Ident. noO Technical identification number ofthe equipment. Const TypeO Material of construction.The field in the Function location blank, so it is to be selected for the HierarchyIcon.Click on icon on structure tab, to get the followingscreenLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.040 of 241 41. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10First dismantle the already existing installation and then input / select newinstallation location and click on Enter / Continue iconIf you select the Superior Equipment Instead of Functional Location then thatEquipment will be called SubEquipment.Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.041 of 241 42. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10WARRANTYEND DATE WARRANTY START DATEClick on to Save the Equipment and following messagewill be given by the systemWarranty is the commitment of the manufacturer, vendor, or retailer to guaranteeservices to a customer either free-of-charge or only charged in part, over a certainperiod of time.Warranty details of equipment can be incorporated during equipment creation or canbe done in equipment data change transaction and can be viewed through displaymodeWhenever we try to create a notification or order, SAP system will alert with awarning message with warranty details if the equipment is still under warranty [periodLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.042 of 241 43. End User ManualTitle: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10To accommodate different warranty conditions against different warranty services, aseparate master warranty is to be created and the same is to be assigned to theequipment master data Field nameRequired User action and allowed values / Optional Master WarrantyO N.A Begin guaranteeO Start date of warranty Warranty end O End date of warranty3.3 Equipment Bill of MaterialA Bill Of Material (BOM) is a complete, formally structured list of the componentsmaking up a technical object or an assembly. The list contains the object numbers ofthe individual components together with their quantity and unit of measure. Thecomponents can be stock or non-stock spares or assemblies, which in turn can bedescribed using maintenance BOMs.BOMs are primarily used for the following purposes:Structure descriptionBOM describes the structure of a technical object or material. Using maintenanceBOMs maintenance tasks can be plannedAssignment of spare partsBOM is used in plant maintenance to assign spares for a technical object ormaterial. This is shown in the figure below:Last changed on:Last changed by:Version: Page:(23/11/2010)RAVINDER KUMAR1.0 43 of 241 44. End User Manual Title: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10Trigger:A piece of maintenance equipment requires a bill of material for maintenancepurposes.Whenever any Equipment created we can create its BOM for Structuring.But Before creating Equipment BOM we need to create Material Master. BUSINESS PROCESS PROCEDURE OVERVIEWCreate a bill of material for a piece of maintenance equipment to describe theequipment components, maintenance requirements or the assignment of spare parts.Output - ResultsCommentsEquipment BOM created ID: PM Title: Maintaining of Master data Equipment Business process:Bill of Material TransactionMenu path: Logistics Plant maintenance code:IB01, IB02Management of Technical Objects BillofmaterialEquipment BOMIB01 createLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 44 of 241 45. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Description: Use this transaction for creating & maintaining Equipment bill of materialPress Enter key or use mouse double click to get following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 45 of 241 46. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Equipment noPlantBOMUSAGE Press enter key In the initial screen, enter the values in the following fields: Field name Required User action and allowed values/Optional Equipment R Select Equipment for which BoM is being created PlantREnter plant BOM usageRSelect 4 for Plant MaintenancePress Enter Key or Click onEnter / Continue iconTo get the following screenLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 46 of 241 47. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Enter the parameters as detailed below : in Material screen Screen fields data entry instruction: Field name Required User action and allowed values/Optional Item category R Select Item CategoryLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.047 of 241 48. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional Component R Select item codeLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 48 of 241 49. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field name Required User action and allowed values/Optional ComponentR Systemdefaults description of selected descriptioncomponent Quantity R Enter installed quantity UnitsR System defaults UOM of selected componentClick on to save the entered dataLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 49 of 241 50. End User ManualTitle: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov103.4 General maintenance Task listsTask Lists.Task list is defined as the set of work instructions that will help a maintenanceplanner schedule his day-to-day job in a predefined mannerMaintenance task lists describe a sequence of individual maintenance activities,which must be performed repeatedly within a company. Task lists are used tostandardize these recurring work sequences and to plan them more effectively.Task lists can be grouped, for example in to two groups -"Inspection" and"Mechanical Repairs".The individual maintenance task lists within the group "Mechanical Repairs" and areidentified by the task list counter numbers 01 and 02 as shown in following fig.General Maintenance Task List This type of task list is generic in nature i.e. the same general task list can beused both for equipment and functional location and also for more than oneequipment or functional location of the same type or different types.Similar general task lists can be grouped and several individual general maintenancetask lists can be created.General task lists can be used to reduce the time spent creating individual functionallocation/equipment task lists.Trigger:Need to prepare a sequence of activities that must be repeatedly performed within acompany. BUSINESS PROCESS PROCEDURE OVERVIEWLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 50 of 241 51. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 BUSINESS PROCESS PROCEDURE OVERVIEWMaintenance task lists describe a sequence of individual maintenance activities whichmust be repeatedly performed within a company. They are used to standardizerepetitive work processes, to plan them more effectively, and to save time whencreating maintenance orders and maintenance plans.Output ResultsCommentsGeneral Task List createdFor General Task Lists ID: PM Title: Maintaining of Master data - Functionallocation Business process:General Task List Transaction code: Menu path:LogisticsPlant IA05 maintenancepreventivemaintenance Workschedulingtask listGeneral maintenance Tasklists Create (IA05)Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.051 of 241 52. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Description: Use this transaction for creating & maintaining General task list Press Enter Key to get the following screenLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.052 of 241 53. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional Group R Enter a group name (8 characters only) Profile R PDIL Key dateR Date from which the task list is to be usedLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 53 of 241 54. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Enter the field value according to the following table Field nameRequired User action and allowed values / Optional Group CNTRR System defaults grp cntr is to be enteredLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 54 of 241 55. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Work CenterO Select responsible work center from the list UsageO Select 4 for plant maintenanceR Select 4 for plant maintenance StatusLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.055 of 241 56. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Click on operation tab Following screen can be viewedLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.056 of 241 57. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 In the initial screen, enter the values in the following fields: Field name Required User action and allowed values/Optional Work centerR Select work centerLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 57 of 241 58. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Plant code R Define plant code like for Noida Engineering=1100 Ctrl key R Pm 01 for internal operations & PM 03 forexternal operations OperationO Describe the operation to be carried out description Work O Systemwillautomaticallycalculate bycalculation key UN O Unit of measurement for mh NO O No of persons required to perform the activity Duration O Duration of Operation Unit O Unit of measurement for duration CO Calculation key 2 ( for calculating duration ) Repeat the same above operation for required no of activities Select components tab for allotting spares required for that activity.Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.058 of 241 59. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10Material O Select required item codeQtyO Enter the required qtyClick onto save the task list.3.5 Work PermitPermits are to ensure that special approval must be obtained before maintenanceorders are executed. Permits can be assigned to the following objects:Technical objects (functional locations and equipments)Maintenance orders Different types of work permit are requiredLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.059 of 241 60. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Permits can be grouped into permit categories, likeWork permit General jobsHot work permit - Hot jobConfined space work permit - permit to work at confined areasHigh reach work permit-Permit to work at elevated placesTrigger: A regulation or condition needing to be observed when maintenance work is being performed.BUSINESS PROCESS PROCEDURE OVERVIEW A permit is a regulation or condition that must be observed when maintenance work is to be performed on a technical object. The creation of the permit master record is covered in this procedure. The permit can be attached to a Functional Location, Equipment master, or directly to a work order. The requirement can be observed at the release or the completion of a work order. The permit can only be for reference, provide a warning, or cause an error message unless issued.Output Results CommentsPermit master created Master record can be viewed again by selecting rowand choosing details.Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 60 of 241 61. End User Manual Title: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10 ID: PM Title: Maintaining of Master data Work Permits Business process:Work permits Transactioncode: Menu path: Logistics Management of tech. IPMD objects Environment IPMD permitsSelect the transaction as shown in the following screen Press enter key or double click to reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.061 of 241 62. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 To view the next screen press Enter key or click on iconAND THEN ON to view the following screen :Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.062 of 241 63. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Enter the filed values as explained in following table : Field nameRequired User action and allowed values / Optional PermitR Enter permit name TextR Enter description of the permit CategoryR Select category of permit from the listLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 63 of 241 64. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field name Required User action and allowed values/Optional Order release O Select required control on order releasing from the drop down list 1 while releasing order system will only warnLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.064 of 241 65. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional about the issue of assigned permit to the order 2 Order release is possible after issuing the permit only (Blank) No need for issue of Permit Order CompletnO Select required control on order releasing from the drop down list 1 while completing order system will onlyLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 65 of 241 66. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional warn about the issue of assigned permit to the order 2 Order completion is possible after issuing the permit only (Blank) No need for issue of Permit Permit classR System defaults Permit class Print O Select the Print Not modifiableO N.A Click on If you want to write some more thing about the permit. You can use theLong Text. Maintain required permit instructions and click on ICON Click on save buttonto save the Permit.Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 66 of 241 67. End User Manual Title: SAP PMModule:PLANT MAINTENANCERelease: ECC 6.0Created by:RAVINDER KUMARCreated on:23 Nov103.6 CharacteristicThe pre-requisite for creating a Measuring Point is characteristic.Creation of a Characteristic:The Pre-requisite for creating a characteristic is Unit of Measurement, and almostall standard units of measurement are available in the system. If a standard Unit ofMeasurement is not available, contact administrator for creation of the same.Trigger:Format need for characteristic values and the need to display characteristics whenclassifying master dataOutput Results CommentsList of characteristics Used to classify and identify objectsLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 67 of 241 68. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Double click or press Enter Key to reach the following screen In the initial screen, enter the values in the following fields: Field nameRequired User action and allowed values / Optional Characteristics R Select characteristics & characteristic screen appear & (If you want to change a Existing Charecteristic) Select find by group & click. The next screen appears & select plant maint. From drop down list. If you want to create a new characteristicplease enter the new characteristic name and then go to the menu bar Charecteristic and click on newLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.068 of 241 69. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / OptionalLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 69 of 241 70. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional After selecting the above screen double click you get the following screen. Then select the required characteristic & double click Change no O If require fill ValidityO Select the date of validity from the calendarLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.070 of 241 71. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional If the values are of standard type , values can be entered e.g., Speed of pumps 1500 RPM, 3000 RPM, 1000 RPM, 750 RPM etc., OR If Make is a characteristic, the values could be Akay, KSB. Maag etc.,Click on The Characteristic is saved.3.7 Measuring PointsLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.071 of 241 72. End User Manual Title: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10Measuring Points:Measuring points in MY SAP ERP System describe the physical and/or logicallocations at which a condition is described (for example, the feed water temperatureof a boiler, or the number of run hours of a machine)In Plant Maintenance, measuring points are located on technical objects, in otherwords, on pieces of equipment or functional locations.Measuring points are classified into:Measuring pointsNormal inspection points like temperature, pressure readingsCountersCounter is a provision in my SAP ERP to represent the wear and tear of an object,consumption, or the reduction of an objects useful lifeCounters can be used to accumulate the readings like equipment run hours,EnergyConsumption readings, etc.Trigger:A measurement or counter reading for any Equipment/ Functional location to captureits current condition.Business Process Procedure OverviewMeasurement will be at a measuring point or a counter.Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.072 of 241 73. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10Output ResultsCommentsMeasurement Point created Creation of Measuring Point : Measuring Points can be created for Functional location and Equipment. ID: PM Title: Maintaining of Master data - Equipment Business process:6.4.1.7 Measuring Points TransactionMenupath: LogisticsPlant maintenance code:IK01Management of Technical ObjectsEnvironmentMeasuring pointCreate (IK01)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 73 of 241 74. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Case 1 : Normal Measuring Point As shown in the following screen, Select the transaction Double click or press Enter Key to reach the following screen Meas. Point category Screen fields data entry instruction: Field nameRequired User action and allowed values / Optional Measurement R Select IEQ for equipment /IFL for Functional ObjectLocation. Now press enter key if corresponding field is not displayed as per IEQ or IFLLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.074 of 241 75. End User ManualTitle: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field nameRequired User action and allowed values / Optional Equipment / fuct.loc R Equip/Flo code is to be selected Meas Pnt Cat R Select required cato. Or use gen cato. Measuring point OSelect if measuring point is counter or leave counter check boxblank Press Enter Key or click onDetails icon to reach the followingscreen Screen fields data entry instruction:Last changed on:Last changed by:Version:Page:(23/11/2010)RAVINDER KUMAR1.075 of 241 76. End User ManualTitle: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field nameRequired User action and allowed values / Optional MeasurementO Positionof themeasuring point on the Position equipment or functional location. Characteristic R Characteristic for Unit of Measurement Name Description of the R Detailed description of the measuring point measuring point Target Value O Normal operating value should be entered:Example: 10.0kg/cm2 Text O Text can be entered: Example: Pressure underambient condition.If measuring point is normal measuring point and if data like max. and min. range isto be given then click on Additional data tab. This data will determine for automaticgeneration of notification whenever entered reading is beyond extreme limits.Last changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0 76 of 241 77. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Additional data TABGo to : Additional data for entering Maximum and Minimum Values : Screen fields data entry instruction: Field nameRequired User action and allowed values / Optional Upper Range Limit O The Maximum pressure condition Lower Range Limit O The Minimum pressure condition Click on The Measuring Point is saved.Last changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.077 of 241 78. End User ManualTitle: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Case 2 : Measuring Point as Counter Check this box if the measuringpoint is a counter Screen fields data entry instruction: Field nameRequired User action and allowed values / Optional MeasurementR Select IEQ for equipment /IFL for Functional Object Location. Now press enter key if correspondingfield is not displayed as per IEQ or IFL Equipment / fuct.loc R Equip/Flo code is to be selected Meas Pnt Cat R Select required cato. Or use gen cato. Measuring point RSelect Check boxLast changed on:Last changed by:Version:Page:(23/11/2010)RAVINDER KUMAR1.078 of 241 79. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional counter check box Press Enter Key to view the following screen Counter over reading / Reset value Annual Estimate Note : This is required for Counter based planning Screen fields data entry instruction:Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 79 of 241 80. End User ManualTitle: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field nameRequired User action and allowed values / Optional MeasurementO Positionof themeasuring point on the Position equipment or functional location. Characteristic R Characteristic for Unit of Measurement Name Description of the O Detailed description of the measuring point measuring point Counter ReadingO Max displayable reading of the counter Annual EstimateO Annual Estimate of readings Click on The Measuring Point (Counter) is saved.3.8 Work CenterTrigger:Need identified for a new Work Center within a plant.Business Process Description OverviewA work center is an organizational unit that defines where and when an operationshould be carried out within a plant. A work center is unique within a plant. Workcenters can be machines, people or production lines. Operations that need to beexecuted are defined on a task list and executed at the corresponding user assignedwork center. This transaction enables the user to create basic data, set defaults,assignments, and define capacities and scheduling data pertinent to a work center.Last changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0 80 of 241 81. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Work centers contain default values that are copied or referenced in operations at thetime of task list creation. They also contain costing, scheduling and capacity datarequired for leadtime scheduling and capacity planning.Output ResultsCommentsNew work center within a plantLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 81 of 241 82. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.082 of 241 83. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.083 of 241 84. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.084 of 241 85. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov103.9 Maintenance PlanningMaintenance Plan (Single Cycle):Single cycle plan allows only one cycle frequency, whereas strategy plan allowsmultiple frequencies.Single cycle maintenance plan adopts exactly one time-based or performancebased maintenance cycle, with interval at which the maintenance plan should beexecuted.Trigger:To plan maintenance events to occur in a regular, periodic manner, based on onecycle parameter.Business Process Procedure OverviewMaintenance plans merge the records of specific strategies, task lists, items andmeasuring points (when necessary) to generate a recurring maintenance schedule forthe resultant orders which are copied from the task lists.In addition, they can be used for condition-based maintenance which can generatenotifications or orders based on pre-established performance parameters.There can be multiple maintenance items in a maintenance plan. A separate order willgenerated from the plan for each item.Output ResultsCommentsMaintenance plan is created. The outputs of all three types of maintenance plansLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 85 of 241 86. End User Manual Title: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10 are work orders (and notifications) automatically created based on pre-established work requirements and planning parameters. In addition, the upcoming maintenance can be budgeted. You will be able to look at what orders are coming due in up to the next several days, months or years (scheduled calls). In addition, you can use date monitoring to create the orders as far in advance as necessary. In this case, all the maintenance events produced from this type of plan will be due with at the same time and in the same frequency. Refer to business process procedure Display Maintenance Plan to verify results. ID: PMTitle: PREVENTIVE MAINTENANCE SINGLE CYCLE PLAN Business process: 6.4.2.2 Single cycle Maintenance Plan Transactioncode: Menupath:Logistics Plant maintenance IP41Preventive maintenance Maintenance Planning Maintenance Plans Create Single Cycle Plan (IP41)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 86 of 241 87. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Select the transaction and Double click orpress Enter Key to reach thefollowing screen In the initial screen, enter the values in the following fields:Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 87 of 241 88. End User ManualTitle: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10 Field name Required User action and allowed values/Optional MaintenancePlan RChoosethe Maintenance Plan Category: Category Maintenance Order Press Enter to get the following screen In the screen, enter the values in the following fields: Field name Required User action and allowed values/Optional Maintenanceplan REnter appropriate descriptionfortheLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.088 of 241 89. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field name Required User action and allowed values/Optional descriptionmaintenance plan. Ex: Periodic shutdown planfor BI/BWM/01 SOP:BI0003 Cycle/unit R The maintenance period and the unit of periodshould be entered. Ex: 2 mon, 30 day etc. Cycle text O Enter proper text to describe the cycle duration. Offset/unitO The time period by which the first scheduled callobject should be postponed. CounterO If the maintenance activity is performancebased, counter should be used. ExampleNumber of operations/hrs a motor is run etc. Reference object: O/RReference object on which the maintenance Functional Locationactivity should be carried out. Reference object: O/RReference object on which the maintenance Equipmentactivity should be carried out. After selectingequip press enter key so that system selectsdata from master Planning plant R Planning plant Order type R Enter maintenance order type: Ex: PM02 onwhich the maintenance call objects will becreated. Main Work Center R Main Work Center Business AreaR Business Area Task listO Assign a task list either general, equipment ofLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0 89 of 241 90. End User ManualTitle: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10 Field name Required User action and allowed values/Optionalfunctional location task list. Click on iconto reach the following screenLast changed on: Last changed by:Version:Page:(23/11/2010) RAVINDER KUMAR1.090 of 241 91. End User ManualTitle: SAP PMModule:PLANT MAINTENANCERelease: ECC 6.0Created by:RAVINDER KUMARCreated on:23 Nov10 In the screen, enter the values in the following fields: Field nameRequired User action and allowed values / Optional Call horizonO %ofschedulingperiod thatshouldbe considered in planning. If nothing is mentioned 100% will be considered. Scheduling period O Planning period during which call objects will be created as per the cycle duration. Start of cycleO Enter the date on which the planning cycle should start. SchedulingO If a day of a month is critical and cycle period is indicator in months choose Time-key date other wise choose Time. If only the working days are to be considered, choose time-factory calendar. EquipmentsO New equipments or functional locations that are to be added in the same plan should be created and added in the same plan. CompletionO If the fresh maintenance order to be created by requirement the system after successful completion of the previousmaintenanceorder,then check completion requirement check box. In item overview all the maintenance items that are considered in the currentplan are displayed. To add a counter for performance based preventive maintenance:Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 91 of 241 92. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Enter required counter no. in Counter Field (Counter no. can also be searched using icon)After entering all the planning data click onto save the plan3.10 Maintenance Plan SchedulingMaintenance Scheduling:Scheduling for maintenance jobs as per prepared maintenance plansDuring a schedule run, system schedules the planned dates and the call datesCall date is the advance date of order generation by the system (as defined inmaintenance scheduling parameters) to facilitate maintenance planner to arrangefor execution of maintenance activity on planned date.The call date is the date on which a maintenance order is created in the system.This is determined by the call horizon of the maintenance plan.Trigger:To schedule the maintenance plan and monitor its progress, including makingscheduling modifications as necessary.Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.092 of 241 93. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10Business Process Procedure OverviewMaintenance plans in SAP are designed to automatically generate calls for orders,notifications, or service requests when the parameters attached to the item are met.When an order is created, a request for the resources outlined in the order is made.However, they are not reserved until the order is released. Once released an order mayhave goods, labor, and services charged to it. Releasing a work order gives the othersthe authority to reserve its resources, purchase additional ones, and start chargingcosts. If you decide not to do this work you can release and technically complete theorder immediately.Note:The plan is constantly adjusting itself to keep consistent with the cycle lengths linked tothe items. Thus, each time a call is closed outside the cycle length and the associatedtolerances, the plan is adjusted accordingly. If this is a recurring practice, futureplanned call dates will be fluctuate sporadically and could be difficult to keep track of.Output Results CommentsA view of the scheduled callsfor a maintenance plan ID: PM Title: PREVENTIVE MAINTENANCEMAINTENANCEPLANNINGLast changed on: Last changed by:Version:Page:(23/11/2010) RAVINDER KUMAR1.093 of 241 94. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Business process:Maintenance Scheduling Transaction code: Menupath: LogisticsPlant maintenance IP10 Preventive maintenance Maintenance PlanningScheduling for Maintenance Plans Schedule(IP10)Select the transaction and Double click or press Enter Key to reach the followingscreenLast changed on: Last changed by:Version:Page:(23/11/2010) RAVINDER KUMAR1.094 of 241 95. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 In the initial screen, enter the values in the following fields: Field nameRequired User action and allowed values / Optional Maintenance PlanR Select the Maintenance Plan from the listPress Enter key or click onEnter / Continue icon to get the following screenand then Click on the Start or the start in cycle Push button as per Requirement.Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0 95 of 241 96. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10The plan is ready for a schedule run. Press start button to Run Scheduling from theStart. If you want to Start the Plan from within the Cycle then one needs to use Startin Cycle. Use Start when Use Start in Cycle you need to startwhen you need to the Plan from thestart the Plan from Start of the Cycle.with in the cycle. The Following Screen appears.Last changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.096 of 241 97. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10Click on SchedulingOverview. The scheduled call object will be displayed as above. If the overview list is to beanalyzed click on Scheduling overview list. Release the scheduled plan for creating themaintenance orders. The Overview will appear as belowLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.097 of 241 98. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 For list displays of schedule plans and call objects: Use the following transactions for various list displays;Trigger:To list the scheduled calls for a maintenance plan or group of plans Business Process Procedure OverviewTo view the scheduled calls for a maintenance plan in a list formatOutput ResultsCommentsList of scheduled calls forreviewLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.098 of 241 99. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 For viewing plan / execution status select transaction IP24 and press Enterkey to reach the Following screenLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.099 of 241 100. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Select by maint plan category as PM (or use the available fields fordifferent search criteria) click on to view the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0100 of 241 101. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Calibration process is as same as Preventive maintenance in PDIL Case.So Kindly follow the same Process.( Only maintenane Order type, PlannerGroup, Work Center will be changed as per the Calibration)Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 101 of 241 102. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov104. Maintenance Processing4.1 Measuring documentsMeasurement readings are to be taken at measuring points in particularmeasurement units at particular intervals. (For example, the feed water temperaturein degrees Celsius of the boiler daily at 6.00 am)Measurement readings describe a condition at a measuring point at a particularpoint in time, and represent the transaction data for measuring points in the MYSAP ERP System. They are documented in the form of measurement documents.An optimum value for a particular measuring point to which the device concerned iscalibrated can be maintained as a target value for the measuring point.Creation of Measuring Document:Measuring documents can be created for Functional location & equipment measuringpoints.Trigger:A measurement or counter reading from a measurement point needs to be enteredinto the system. Business Process Procedure OverviewAfter a measurement has been taken at a measuring point or a counter, the data needsto be entered into the system. A measurement document comprises the data entered inthe systemOutput - ResultsCommentsLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0102 of 241 103. End User Manual Title: SAP PMModule:PLANT MAINTENANCERelease: ECC 6.0Created by:RAVINDER KUMARCreated on:23 Nov10Measurement DocumentDocument may be verified by running transaction IK13created (display measurement document). Refer to businessprocess procedure Display Measurement Documentto verify results.Case 1 : Normal Measuring PointTransactioncode: Menu path: LogisticsPlant maintenanceIK11 Management of Technical Objects functional location/equipment measuring document create (IK11). Double click or press Enter Key to reach the following screenLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0103 of 241 104. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 In the initial screen, enter the values in the following fields: Field nameRequired User action and allowed values / Optional Measurement point R Select the measuring point on which the measuring point to be enteredLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0104 of 241 105. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional Measurement timeR Enter date & time when measurement is takenRead byR Enter the name of person who has taken reading . Press Enter Key Case 1- if the measuring point is a counter following screen will appear asbelowLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0 105 of 241 106. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Screen fields data entry instruction: Field nameRequired User action and allowed values / Optional Counter reading R Either counter or difference reading has to be entered to calculate the second parameter Enter the display reading of counter if the physical counter is maintained press enter to calculate difference of reading in the systemLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0 106 of 241 107. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field name Required User action and allowed values/Optional Counter readingR Either counter or difference reading has to beentered to calculate the second parameterEnter the display reading of counter if thephysical counter is maintained press enter tocalculate difference of reading in the systemdifferenceR Either counter or difference reading has to beentered to calculate the second parameterEnter the difference of reading & press enterthe system will calculate counter reading Click on to save the readingsCase 2- if the measuring point is not a counter following screen will appearLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 107 of 241 108. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10Screen fields data entry instruction: Field nameRequired User action and allowed values / OptionalMeas rdg R Enter the reading of measurementClick onto save the readingsLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0108 of 241 109. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10MEASURING POINT ENTRY LISTTrigger:A measurement or counter reading from a measurement point needs to be enteredinto the system. Business Process Procedure OverviewAfter a measurement has been taken at a measuring point or a counter, the data needsto be entered into the system. A measurement document comprises the data entered inthe systemOutput - ResultsCommentsMeasurement Document Document may be verified by running transaction IK13created(display measurement document). Refer to business process procedure Display Measurement Document to verify results.Creating Entry List Transaction code: Menu path: LogisticsPlant maintenance IK31 Management of Technical Objects Environmentmeasuring points measuring reading entry list(IK31).Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0109 of 241 110. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Double click or press Enter Key to reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0110 of 241 111. End User Manual Title: SAP PMModule:PLANT MAINTENANCERelease: ECC 6.0Created by:RAVINDER KUMARCreated on:23 Nov10Type entry list nameType entry list name & press Enter key or click onEnter / Continue iconTo reach the following screenLast changed on: Last changed by:Version: Page:(23/11/2010) RAVINDER KUMAR1.0111 of 241 112. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 In the initial screen, enter the values in the following fields: Field nameRequired User action and allowed values / Optional MeasPoint/ Counter RSelect the measuring point on which the measuring point to be enteredLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0112 of 241 113. End User ManualTitle: SAP PM Module:PLANT MAINTENANCE Release: ECC 6.0 Created by:RAVINDER KUMAR Created on:23 Nov10 Field name Required User action and allowed values/Optional Measu point short RSystem defaults from master data text Meas PositionO System defaults from master data Click on Following message will appear on the screenMeasurement readings entry through Measurement readings EntryListLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0113 of 241 114. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Transaction code: Menu path:LogisticsPlant IK34 maintenanceMaintenance Processingcompletionconfirmation measurementdocuments collective entry with entry list(IK34).Press Enter Key or Double click on selectionTo reach the following screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0114 of 241 115. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 In the initial screen, enter the values in the following fields: Field nameRequired User action and allowed values / Optional Entry listR Enter the entry list number or select from the drop down list Measurement timeR Enter date & time when measurement is taken Read by R Enter the name of person who has taken reading.Press Enter Key or Click on tabTo reach the following screenLast changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0115 of 241 116. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Reading/CounterRequired For measuring point enter read value or reading/For counter either counter reading orOptionaldifference reading has to be entered tocalculate the second parameter by thesystem(Enter the display reading of counter if thephysical counter is maintained press enterto calculate difference of reading in thesystem)Difference(for REither counter or difference reading has to counters)beentered to calculate the secondLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0116 of 241 117. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Reading/CounterRequired For measuring point enter read value or reading/For counter either counter reading orOptionaldifference reading has to be entered tocalculate the second parameter by thesystem(Enter the display reading of counter if thephysical counter is maintained press enterto calculate difference of reading in thesystem)parameterEnter the difference of reading & press enterthe system will calculate counter readingClick on to save the dataNotificationsNotification is a means, by which internal company notifications like equipmentmalfunctions; breakdowns, maintenance requests or activity reports etc are enteredand managed in Plant Maintenance.Notifications can be created on Equipment and Functional locations.Trigger:An internal problem or maintenance request needs to be logged for problemreporting and technical resolution.Last changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 117 of 241 118. End User Manual Title: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Business Process Procedure OverviewThis document describes how to create a PM notification for any notification type. Anotification is used to capture technical information and assign tasks that do not involvethe tracking of costs. The user can create a maintenance order or a quality notificationfrom the PM notification.Note: With this transaction, the screen layout will differ based on the notification type asdefined in customizing. Refer to Business Procedure document for Create MaintenanceRequest, Create PM Malfunction Report and Create PM Activity Report.Output ResultsCommentsCreation of a notificationRefer to Business Process Procedure Display PMNotification, to verify this result. ID: PM Title: CREATING NOTIFICATION Business process:6.4.3.1 - Maintenance Processing - Notifications Transaction code: Menupath: Logistics Plant maintenance IW21 Maintenance Processing Notification create(IW21)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0118 of 241 119. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Use this transaction for creating Notifications on Functional Locations andEquipment.As technical objects like buildings are installed as Functional locations, all jobs thatare required to be carried for buildings are to be created on Functional Locations.Maintenance Request (M1)Maintenance requests are notifications used to request the maintenance departmentto perform an activity. Unlike malfunctions reports, maintenance requests are notused in the event of malfunctions. They are typically used in conjunction withinvestments, reconstruction or replacement.Malfunction Report (M2)A malfunction report describes a malfunction of an object, which restricts theperformance of that object in some way. A user can use a malfunction report toinform the maintenance department that a system is not functioning correctly, is notLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 119 of 241 120. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10working at all, or is producing poor results. Malfunction reports are intended toprompt the maintenance department to carry out a maintenance task to restore thetarget condition of the object.Activity Report (M3)An activity report describes a maintenance activity that has already been carried outand was not necessitated by a malfunction, problem or damage. An activity report isa technical document and is used to verify which activities were carried out when,and for what reason, as well as the result of these activities. Typical examples ofactivity reports include inspection or maintenance findings. These documents all theresults of an inspection, or the technical values of an object determined during orafter regular preventive maintenance work. Inspection tasks are not requestedexplicitly via a malfunction report and are usually based on inspection orders.Preventive maintenance work is carried out to preserve the target condition of theobject, and is based on preventive maintenance plans.IT Report (IT)An IT report describes a malfunction of an object, which restricts the performance ofthat object in some way. A user can use a malfunction report to inform themaintenance department that a system is not functioning correctly, is not working atall, or is producing poor results. Malfunction reports are intended to prompt themaintenance department to carry out a maintenance task to restore the targetcondition of the object.After selecting the transaction, press Enter key or double click to reach the followingscreenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0120 of 241 121. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10In the Initial screen , you can select the type of Notification and press ENTER key orclick on Enter / Continue icon to reach the next screen Type Of Notification:Maintenance OrdersTo carry out internal maintenance jobs or external services as per the maintenancerequests or according to day to day observations and for preventive maintenanceactivities, a maintenance order is to be prepared to plan for material, manpowerand services requirement.On the basis of maintenance orders only, maintenance jobs costing, reservation formaterial and manpower planning can be done.Maintenance Orders are to be created by Maintenance dept on:Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0121 of 241 122. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10Functional LocationsEquipmentsMaintenance Orders can be created against:NotificationsDirect/AdhocMaintenance plans (thro. maintenance plans and schedules)Maintenance Orders are to be created on the following conditions:When a material is to be drawn from the storage locationWhen External Services are required. When history of activities are need to be captured.The different types of Maintenance Orders configured in the system are as follows: TypeDescription PM01Breakdown/malfunction maintenance order PM02Preventive Maintenance order PM05Calibration order PM07Regular MaintenancePlease use appropriate type of order, for capturing the data under various categories.Last changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0122 of 241 123. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10As technical objects like buildings are installed as Functional locations, for jobs thatare required to be carried out, Maintenance orders are to be created on FunctionalLocations.4.2 Breakdown Maintenance Process:Malfunction Report (M2)A malfunction report describes a malfunction of an object, which restricts theperformance of that object in some way. A user can use a malfunction report toinform the maintenance department that a system is not functioning correctly, is notworking at all, or is producing poor results. Malfunction reports are intended toprompt the maintenance department to carry out a maintenance task to restore thetarget condition of the object.i) Create Notification for reporting Machinery malfunctions/Breakdown (M2)Last changed on:Last changed by: Version: Page:(23/11/2010)RAVINDER KUMAR 1.0123 of 241 124. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10>Fill the Description of the Problem>Fill/Select Functional location & Equipment>Fill the Reported BY>Press ENTER>WE find this screen which show last 3 activities status on that particular equipmentNotification HeaderLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0124 of 241 125. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Click /Press ENTERLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0125 of 241 126. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Notification Description>For M2 type Notification>we have to click in boxof Breakdown> In this screen we cancorrect the date/time ofMalfunctioning start>Click/Press ENTERLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0126 of 241 127. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10Here we can see WarrantyStatus of EquipmentLong Text Can be Writtenat this place Field nameRequired User action and allowed values / Optional NotificationR Description of activity to be carried out Description Functional location/ OSelect from the List of Equipment. Equipment Required startO System copies the present date, a different date and time also can be entered, as required. PriorityO Select the priority as required Required EndO Enter the date and time on which the job to be completedLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0 127 of 241 128. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 Field name Required User action and allowed values/Optional Planner groupO Planner groups as per themaintenanceplanning activities. Maintenancework OMaintenance work center, currently represents center the departments Reported byR Mention the NameofthePerson,foridentification Purpose Malfunction startO Time of Malfunction Malfunction endO Time of end of malfunction. Cause text O Give reason for failure Long textO Mention required detailsIMPORTANT : If it is a Breakdown, checkbox Breakdown to be selected.After entering all the required values, click ontosavetheNotification.ii) Notification ProcessingInitially Notification will have the status OSNO when it is created,Notification is to be released for changing the status as NOPR and after completingthe notification, status will change to NOCO, if any order is assigned to thisnotification, status ORAS will be there.Different Notification Status codes are shown belowLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0128 of 241 129. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10After entering all the required values, click on to savetheNotification. And following message will appear on the screenIf NO cost is involve we can document all work in Notification Only.There is no needto create Maintenance Order.Notification Put in process :Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0129 of 241 130. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Check for statuschange fromOSNO to NOPRiii) Notification CompletionNotification is to be selected by using transaction codes IW22 / IW28 to reach thefollowing screenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0130 of 241 131. End User ManualTitle: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10Enter the notification number in Notification box or select from the listPress Enter key or click on Notification to reach the following screen Click completion flag to get the completion screenEnter completion details as explained in following table Field name Required User action and allowed values/Optional Malfunction startR Time of malfunction begin Malfunction endR Time of end of malfunctionComplete the notification by clicking on Complete Flag.Observe status change from NOPR to NOCO (Notification completion.)Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0131 of 241 132. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10The Notification is completed, If the activity is unsatisfactory, the notification canagain be opened and again put into operation.With reference to this notification, If Maintenance order is to be created for carryingout the above work,then click oncreate Icon. Click hereOr go to menu path PM Notification -> Order -> Create -> Direct as shown in thefollowing screenLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 132 of 241 133. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10You will reach the following screenEnter / check Order Type, Main work center and click onEnter / ContinueiconTo reach the following screenLast changed on: Last changed by: Version:Page:(23/11/2010) RAVINDER KUMAR 1.0 133 of 241 134. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10For planning in terms of manpower and material and for further processing of order,After entering required details, save the order and following message willappear on the screen.iv) Maintenance Order Creation/ChangeTrigger:Internal work hours and costs need to be captured and transferred to other costobjects for maintenance / service work.Last changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0134 of 241 135. End User Manual Title: SAP PMModule:PLANT MAINTENANCERelease: ECC 6.0Created by:RAVINDER KUMARCreated on:23 Nov10Business Process Procedure OverviewA detailed work planning document which holds details on resources, components,costs, and labor required to complete specific maintenance work. Can be created withor without a notification.The costs are settled to other cost objects, such as cost center.Output - Results CommentsCreation of a PM OrderRefer to Business Process Procedure Display PMOrder to verify this result Observe the system status, during creation and order processing : CRTD - Order createdLast changed on:Last changed by: Version:Page:(23/11/2010)RAVINDER KUMAR 1.0 135 of 241 136. End User Manual Title: SAP PMModule: PLANT MAINTENANCERelease:ECC 6.0Created by: RAVINDER KUMARCreated on: 23 Nov10 MANC - Material availability not checked NTUP - Dates Not updated NMAT - No Material components PRC - Order Precosted SETC - Settlement Rule created TECO - Technical Completion CNF - Complete confirmation REL - Order released CLSD - Order Closed PCNF - Partial confirmationEnter the field values in different tabs like as explained in following table Field name Required User action and allowed values/Optional Header data : Planner GroupO Default is copied from the system by Masterdata Maint .work center R Default is copied from the Equipment, but it canbe changed , if required. This is required fortracking purpose. CostsO The approx. cost can be givenLast changed on: Last changed by: Version: Page:(23/11/2010) RAVINDER KUMAR 1.0136 of 241 137. End User ManualTitle: SAP PM Module: PLANT MAINTENANCE Release:ECC 6.0 Created by: RAVINDER KUMAR Created on: 23 Nov10 Field nameRequired User action and allowed values / Optional PM Activity typeO Activity type can be selected from the drop down list. System conditionO This activity is to be carried out when the Equipment/System isin operation or to be stopped Basic start O Enter the proposed date of start Basic FinishO Enter the proposed date of end PriorityO Copied form the system, if already given. RevisionO Revision is to be selected form the drop down list (Pl see the Notes.#1) Reference objectR The functional location or