SAP Configuration JKCL

8/17/2019 SAP Configuration JKCL

1/93

CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)

CONSULTING

TRANSFORMING ENTERPRISES

Title Configuration Document.

Version 1.0

Author Nitesh Sharma.

Reviewed B

Date !"#11#!01!

Co$right % !01! &'T (Confidential Document )age 1 of 92


2/93


Table of Contents

1. *ntroduction1.1. )ur$ose1.!. Sco$e +1.,. Acronms and A--reviations +1.. References +

!. )ath +

,. Configuration Settings /,.1. aintain StructureAssign /,.!. Define 2ocation 3

,.,. Define Currenc for aintenance Statistics ",.. Define easuring $oint categories 10,.+. Create num-er ranges for easuring )oints 11,./. Create num-er ranges for easuring Docs 11,.4. Define 5ield Selection for easuring )oints and easurement Documents 1!,.3. Set list editing for measuring $oint list 1!,.". Set list editing for measurement document list 1,,.10. )artner data 1/,.11. Define 6-7ect *nformation 'es 13,.1!. Define t$es of technical o-7ects 1",.1,. Define )lant sections !0

,.1. Define )lanner grou$s !1,.1+. Define ABC indicators !!,.1/. Create structure indicator for function 2ocations !,,.14. Define categor of 5unctional 2ocation !,.13. Define field selection for 5unctional location !/,.1". 5ield selection for ulti level dis$la of functional location !4,.!0. Define e8ui$ment categories !3,.!1. Define num-er ranges for 98ui$ments !",.!!. :sage histor u$date ,0,.!,. Define histor related fields ,0,.!. Define installation at functional location ,1

,.!+. Assign $artner determination $rocedure to e8ui$ment categor ,1,.!/. Define field selection for e8ui$ment aster ,!,.!4. Define field selection for multi#level list dis$la of e8ui$ment ,!,.!3. Define 6-7ect t$es ,,,.!". Define edia for 6-7ect 2in;s ,,,.,0. Define no. ranges for 6-7ect 2in;s ,,.,1. Bill of aterial ,,.,,. Define maintenance $lan num-er ranges ,/



3/93


,.,. Define no. ranges for aintenance items ,/,.,+. Define Sort 5ields for aintenance )lan ,4,.,/. Define field selection for aint. $lan ,4

,.,4. Define wor; center t$es ,",.,3. Defined field selection 0,.,". Define 9m$loees Res$onsi-le for eneral Data +1,.+1. aintain authori?ations for $rocessing +1,.+!. aintain Settlement )rofiles +!,.+,. aintain Allocation Structures +,,.+. aintain Value Categories +,.++. Assign Cost 9lements to Value Categories +,.+/. Define notification t$es +,.+4. Set 5ield Selection for Notifications +/,.+3. Define num-er ranges for notification t$es +4

,.+". Assign Notification T$es to 6rder T$es +3,./0. Catalog maintenance and re$orting configuration +",./1. Define )riorities /1,./!. Assign )riorit T$es to Notification T$es /!,./,. Assign o-7ect information ;e to notification t$es /,,./. Condition *ndicators for sstem /,./+. 5unctions and settings for order t$es @ Configure order t$es /+,.//. Define num-er ranges for order t$es /4,./4. Assign 6rder T$es to aintenance )lants /3,./3. Create Default Value )rofiles for 9ternal )rocurement /3,./". Create default value $rofiles for >eneral order data 40

,.40. Default Values for Tas; 2ist Data and )rofile Assignments 41,.41. Settlement Rule= Define Time and Creation of Distri-ution Rule 4,,.4!. Define )ro$osed Reference Time for Technical Com$letion 4,.4,. Define Default 6rder T$es for aintenance *tems 4+,.4. Define Notification# and 6rder *ntegration 4/,.4+. aintain Default Values for Control 'es for 6rder T$es 44,.4/. Valid aintenance activit t$e to each order t$e 43,.44. Define Change Docs Collective )urch. Re8. *ndicator 6$eration No. *nterval 4"



4/93


5/93


6/93


3. Confiuration Settins

3.1 !aintain Structure"Assin

IMG Section 9NT9R)R*S9 STR:CT:R9

Sub-Sections Definition @ )lant aintenance Tran. Code

Config. Step aintain maintenance $lanning $lant SPRO

Assignment

Co$right % !01! &'T (Confidential Document )age " of 92


7/93


#!$ Section 9NT9R)R*S9 STR:CT:R9

Sub%Sections Assignment @ )lant aintenance Tran. Code

Confi. Step Assin maintenance plannin plant to

maintenance plant

SPR&

Reason for Configuration

Maintenance plant and planning plant have been defined and all the

plants are assigned to one planning plant as it is centralizedmaintenance in JKCL

Co$right % !01! &'T (Confidential Document )age # of 92


8/93


3.2. Define 'ocation

#!$ Section 9NT9R)R*S9 STR:CT:R9

Sub%Sections Definition @ 2ogistic#>eneral Tran. Code

Confi. Step Define 'ocation SPR&


2ocations are mainl re8uired to get information and re$orts s$ecificall

for that area.This is also re8uired to monitor different histories e.g. installations costs

-rea; downs )reventive schedule etc. location wise. *t can -e used to

trac; information for Assets also.

Co$right % !01! &'T (Confidential Document )age $ of 92


9/93


3.3. Define Currency for !aintenance Statistics

Module P'A(T !A#(T)(A(C)

Section aster Data in )lant aintenance

Sub-Sections Basic settings Tran. Code

Config. Step Define Currency for MaintenanceStatistics

OIAW

SettingsStatistics Currenc Short tet

*NR Ru$ee


To define the currenc in which $lant maintenance statistical data is to -e

managed. The selected currenc is valid for the whole client. All the fields

in $lant maintenance that are currenc#de$endent and that go into thestatistical data are automaticall translated into the currenc for the

statistics.



10/93


3.*. Define !easurin point cateories.

!odule P'A(T !A#(T)(A(C)


Sub%Sections Basic settings @ easuring )oints counters F

easurement Documents

Tran. Code

Confi. Step Define !easurin point cateories SPRO

Settins

9isting standard setting of categor is used for &'C2 with customised

catalog t$e V.Cat. Descri$tion

eas)oint generalE

Settin details+

Co$right % !01! &'T (Confidential Document )age 1% of 92


11/93


3., Create number ranes for !easurin Points





Tran. Code

Confi. Step Create number ranes for !easurin

Points

#-/

Settings

:sed standard eisting settings.

3.0 Create number ranes for !easurin Docs.





Tran. Code

Confi. Step Create number ranes for !easurin Docs #-1/

Settin details+



12/93


3. Define ield Selection for !easurin Points and !easurementDocuments+

Module P'A(T !A#(T)(A(C)


Sub-Sections Basic settings @ easuring )oints counters F


Tran. Code

Config. Step Define ield Selection for Measuring

Points and Measure!ent Docu!ents

spro

Settings

:sed eisting standard settings. All the fields are set as Gin$utH fields.

3. Set list editin for measurin point list





Tran. Code

Confi. Step Set list editin for measurin point list spro

Settins

:sed eisting standard settings.

3./ Set list editin for measurement document list



13/93






Tran. Code

Confi. Step Set list editin for measurement document

list

spro

Settings




14/93


3.1 Partner data

Module PLANT MAINTENANCE

Section Master Data in Plant Maintenance

Sub-Sections Basic settings Partner Tran. Code

Config. Step Define Patne Dete!ination Pocedue

and Patne "unction

spo

Settings

!sed e"isting standard settings for all partner data settings. The standard partner

determination procedure PM is used.



15/93




Sub-Sections Basic settings Partner Tran. Code

Config. Step Cop# Patne "unctions to Maste and

Mo$e!ent Data

spo

Settins

:sed eisting standard settings. All $artner functions of )art. Det. )roc. ) is set to -e

co$ied.

Reason for Confiuration

*n this wor; ste$ ou can define which of our $artner functions should -e co$iedautomaticall into the corres$onding movement data.

Iou can ma;e this assignment uni8ue for each $artner determination $rocedure andeach $artner function. Iou can maintain $artners for 5unctional 2ocations and98ui$ments in their masters. The $artner functions are then co$ied from the masterdata of tech. o-7ects into Notifications or 6rders.

Co$right % !01! &'T (Confidential Document )age 1! of 92


16/93


17/93



Co$right % !01! &'T (Confidential Document )age 1# of 92


18/93


*n this ste$ ou can define o-7ect information ;es.

An o-7ect information ;e can -e assigned to the following o-7ect t$es=

• 5unctional location categories

• 98ui$ment categories

• aintenance and service notification t$es

• aintenance and service order t$es

Via the settings of the o-7ect information ;e ou determine the data of a technicalo-7ect e8ui$ment functional location structureE that is shown in a s$ecial informationwindow.

Iou can set whether the notification and order information should -e dis$laed=• for a technical o-7ect

• for the higher#level o-7ect or

• 5or the entire structure.

5urthermore ou can determine whether the o-7ect information should -e dis$laed• using a $ush-utton or

• automaticall when o-7ect information is selected for the o-7ect s$ecified.To

activate the dis$la de$ending on notification and order data ou can definethreshold values which are used to select historical data through the )*nformation Sstem.


19/93


Iou want to ma;e sure that o-7ect information is alwas dis$laed if at least +notifications or at least orders were carried out in the last ,/+ das. The sstem

should ta;e the last ,/+ das as well as com$leted notifications into account whenselecting notifications.

Com$leted and outstanding notifications should -e dis$laed in the o-7ect information.To do this ou need to ma;e the following settings.

• ar; the field automaticall.

• 9nter ,/+ in the field No. das for notifications in the information sstem.

• 9nter , for NotifsCreated.

• 9nter * for 6rders created.

• 9nter 30, for Notifications selection.

• ar; the field SelCom$lNotifs.

• ar; 6utstdgNotifs and Com$letedNotifs to dis$la the last notifications in the

o-7ect information.

6-7ect information is alwas automaticall dis$laed when one of the threshold

values defined a-ove is reached.



20/93


3.12 Define types of technical ob4ects



Sub-Sections Technical ob#ects $eneral Data Tran. Code

Config. Step Define t#pes of tec%nical ob&ects spo


6-7ects t$es are configured to define e8ui$ments with similar characteristics.

The can -e used to list out e8ui$ments of similar ;ind - giving $ro$er selection of

o-7ect t$e in the list dis$la transactions.



21/93


3.13 Define Plant sections.



Sub%Sections Technical 6-7ects @ >eneral Data Tran. Code

Confi. Step Define Plant sections SPR&


The $lant section su-divides the $lant from the $oint of view of $roductionres$onsi-ilit. The $erson res$onsi-le for the $lant section is the contact for

coordination -etween $roduction and $lant maintenance.The $lant section can -e used for evaluation $ur$oses.

9ver $iece of e8ui$ment and functional location can -e assigned to a $lant section.



22/93


3.1* Define Planner roups.




Confi. Step Define Planner roups SPR&


)lanner grou$s or maintenance $lanning grou$s are defined for each aintenance$lanning $lant.

De$ending on the si?e and structure of com$an a maintenance $lanning grou$ ma -ean individual de$artment for central wor; $re$arationE a grou$ of s;illed craftsmen or a

wor;sho$.

9ver $iece of e8ui$ment and functional location can -e allocated to a maintenance$lanning grou$. aintenance $lanning grou$s can also -e used for evaluation $ur$oses.



23/93


3.1, Define A6C indicators.




Confi. Step Define A6C indicators SPR&


ABC indicators are used to ;now the criticalit of the technical o-7ect.

*t can -e assigned in the master data of each technical o-7ect and can -e used forevaluation $ur$ose.



24/93


3.10 Create structure indicator for function 'ocations.



Sub%Sections Technical o-7ects @ 5unctional locations Tran. Code

Confi. Step Create structure indicator for function

'ocations

P-



25/93


26/93


Settin details+


The categories are defined on the -asis of location and functionalit of the o-7ects.

Co$right % !01! &'T (Confidential Document )age 2" of 92


27/93


3.1 Define field selection for unctional location.



Sub%Sections Technical o-7ects @ 5unctional location Tran. Code

Confi. Step Define field selection for unctional location A7

Settins

All the SA) standard fields are ta;en as in$ut fields.

The fieldsH settlement order standing order and


28/93


3.1/ ield selection for !ulti level display of functional location.



Sub%Sections Technical o-7ects @ 5unctional location Tran. Code

Confi. Step ield selection for !ulti level display of

functional locations

spro

Settins

SA) standard settings have -een used.

Co$right % !01! &'T (Confidential Document )age 2$ of 92


29/93


3.2 Define e8uipment cateories.



Sub%Sections Technical o-7ects @ 98ui$ment @ 98ui$ment

Categories

Tran. Code

Confi. Step !aintain e8uipment cateory )T


%ou use the e&uipment categor' to define the characteristics for an e&uipment

master record. !sing the control characteristics( 'ou can decide ho) man' and

)hich e&uipment categories 'ou re&uire. The follo)ing control characteristics are

available* +creen se&uence and master data maintenance *,umber interval and

number assignment (!pdating usage histor'( -nstallation options at functional

locations (!sage as production resourcestools (/ctivation of change documents

%ou must define for each e&uipment categor' )hether a usage histor' is to be

)ritten.

0ield selection is controlled b' the e&uipment reference categor'.



30/93


31/93


3.22 9sae history update.




:sage )eriod

Tran. Code

Confi. Step 9sae history update spro

Settings

:sed eisting SA) standard settings.


This is re8uired for ca$turing the usage times of e8ui$ments at different functional

locations.

3.23 Define history related fields.



Sub%Sections Technical o-7ects @ 98ui$ment @ 98ui$ment :sage

)eriod

Tran. Code

Confi. Step Define history related fields oie:

Settins

:sed eisting SA) standard settings.



32/93


3.2* Define installation at functional location.




:sage )eriod

Tran. Code

Confi. Step Define installation at functional location spro

Settins

All the e8ui$ment categories are allowed to install on functional locations ece$t the

categor ).

3.2, Assin partner determination procedure to e8uipment cateory.



Sub%Sections Technical o-7ects @ 98ui$ment Tran. Code

Confi. Step Assin partner determination procedure to

e8uipment cateory

);

Settins


)artner determination $rocedure ) is assigned to all the e8ui$ment categories.



33/93


3.20 Define field selection for e8uipment !aster.



Sub%Sections Technical o-7ects @ 98ui$ment Tran. Code

Confi. Step Define field selection for e8uipment !aster AD< A

Settins

All the standard SA) fields are ta;en as in$ut fields ece$t=

3.2 Define field selection for multi%level list display of e8uipment.


Section aster Data in )lant aintenanceSub%Sections Technical o-7ects @ 98ui$ment Tran. Code

Confi. Step Define field selection for multi%level list

displays of e8uipment

SPR&

Settins

:sed eisting standard SA) settings.



34/93


3.2 Define &b4ect types.


Section aster Data in )lant aintenanceSub%Sections Technical o-7ects @ 6-7ect 2in;s Tran. Code

Confi. Step Define &b4ect types SPR&

Settins

:sed eisting standard SA) settings.

Reason for Confiuration6-7ect t$es for o-7ect lin;s can -e made -ased on the utilit of the o-7ects and structure

of o-7ect lin;.

3.2/ Define !edia for &b4ect 'in=s.



Sub%Sections Technical o-7ects @ 6-7ect 2in;s Tran. Code

Confi. Step Define !edia for &b4ect 'in=s (!



35/93


3.3 Define no. ranes for &b4ect 'in=s.



Sub%Sections Technical o-7ects @ 6-7ect 2in;s Tran. Code

Confi. Step Define no. ranes for &b4ect 'in=s #(2

Settins

No. 5rom num-er To num-er 9t

01 000000000010000000 0000000001"""""""

0! 0000000000!0000000 000000000!"""""""


:sed eisting settings

3.31 6ill of !aterial.



Sub%Sections 6ill of !aterial Tran. Code

Confi. Step SPR&

Settins

All Standard SA) Settings have -een ado$ted

Co$right % !01! &'T (Confidential Document )age 3! of 92


36/93


3.32 Set !aintenance plan cateories.


Section aintenance )lans


37/93


3.33 Define maintenance plan number ranes.




38/93





39/93


aint*tem tet 1,

*tem num-er 1

Tas; list t$e 1+>rou$ 1/

>rou$ counter 14

6$er.act. 13

Su-#o$eration 1"

Short tet !0


40/93


3.3 Define >or= center types.




41/93



Defined one categor for all ) related wor; centers. SA) Standard E

3.3 Defined field selection.




42/93


3.3/ Define )mployees Responsible for ?or= Centers.


Section aintenance )lans or= center SPR&


9m$loee res$onsi-le is assigned to each aint.


43/93


3.* Define tas= list usae =eys.




44/93



:sage ;e is assigned in each wor; center master record which defines that in which

tas; list t$es the wor; center can -e used.

3.*1 !aintain control =eys.




45/93



Control ;es are assigned to the maint. 6rder o$erations and s$ecif that how an order

o$eration is to -e $rocessed.

Co$right % !01! &'T (Confidential Document )age ! of 92


46/93


3.*2 !aintain tas= list status.


Section aintenance )lans eneral data Tran. Code

Confi. Step !aintain tas= list status '1

SettinsSA) standard settings.


*n this ste$ ou define the $ossi-le status of a tas; list.The status controls the following functions=

• Release for use as a reference - other tas; lists for tas; lists that can -ereferencedE

• Release for costing

• Release for use in the order

• Consistenc chec;s are not used for ) tas; lists



47/93


3.*3 Define number ranes for eneral maintenance tas= lists.




48/93


3.*, Define number ranes for unctional location tas= list.




49/93


3.*0 Define profiles >ith default values.


Section aintenance )lans ith default values '0

Settins)rofile Descri$tion

0000001 *nternal $rocessing $rofile for )lant aintenance



50/93



To control internal and eternal $rocessing of order o$erations and )rocurement ccle for

which default )urchase organisation )urchasing grou$ Currenc >2 account and

aterial grou$ for serviceE are defined.

The $ro$er Default value $rofile is assigned in the initial screen while creating tas; list.


51/93


3.* Set 'ist )ditin for Tas= 'ists.




52/93


53/93


3.,2 !aintain Settlement Profiles.


Section aintenance and service $rocessing

Sub%Sections Basic settings @ >eneral 6rder Settlement Tran. Code

Confi. Step !aintain Settlement Profiles SPR&

Settins

Settlement )rofile Tet

0 )lant aintenance measure

Co$right % !01! &'T (Confidential Document )age !3 of 92


54/93



*f ou want to settle the maintenance order costs each time in a $redefined manner to

cost receiving o-7ect e.g. cost center or >2 account ou need a settlement $rofile.*n the settlement $rofile ou define a range of control $arameters for settlement of

orders. Iou must define the settlement $rofile -efore ou can enter a settlement rule

for a sender e.g. aintenance 6rderE.

As ou cannot maintain the settlement $arameters during settlement to a receiver e.g.

cost centerE ou must save the settlement $rofile in the order t$e settings.

3.,3 !aintain Allocation Structures.!odule P'A(T !A#(T)(A(C)


Sub%Sections Basic settings @ >eneral 6rder Settlement Tiran. Code

Confi. Step !aintain Allocation Structures SPR&

Settins

Allocation Structure Tet A1 C6 allocation structure

(ote+

These settins strictly are done in C& module only and involvemanaement decision. The customi:ation lin= in P! module is iven for information only. A

P! person should not chane the settins. This applies to all C& settins >hose lin=s are iven in P! part of

#!$ structure.

Co$right % !01! &'T (Confidential Document )age ! of 92


55/93



During settlement costs incurred under the $rimar and secondar cost elements - a

sender are allocated to one or more receivers. An allocation structure com$rises one or several settlement assignments. An assignment

shows that which costs origin= de-it cost elementsE are to -e settled to which receiver t$e

for eam$le cost center order and so onE.

Iou assign the de-it cost element to a settlement cost element or ou settle - cost

element # that is the de-it cost element itself is the settlement cost element.

3.,* !aintain ;alue Cateories.



Sub%Sections Basic settings @ Settings for Dis$la of Costs Tran. Code

Confi. Step !aintain ;alue Cateories SPR&

Settings

1alue Categor' Te"t costs

M/T2-3-/L Materials +pares "

24T +231-C2 2"ternal +ervices "

(ote+These settins are strictly done in C& module only and involvemanaement decision.

The customi:ation lin= in P! module is iven for information only. AP! person should not chane the settins.

This applies to all C& settins >hose lin=s are iven in P! part of

#!$ structure.

Co$right % !01! &'T (Confidential Document )age !! of 92


56/93



Value categories re$resent grou$s of cost generating items in the order.

Value categories are re8uired to u$date )lant aintenance *nformation Sstem toca$ture the order cost categoricall.

(ote+These settins are strictly done in C& module only and involvemanaement decision. The customi:ation lin= in P! module is iven for information only. A

P! person should not chane the settins.

This applies to all C& settins >hose lin=s are iven in P! part of

#!$ structure.


This setting is re8uired to $ic; the cost F $ut in correct value categor head to dis$la in

maintenance order and su-se8uentl in the )*S.

3.,, Define notification types.!odule P'A(T !A#(T)(A(C)


Sub%Sections aintenance and service Notifications @

Notification creation

Tran. Code

Confi. Step (otification types @ Define notification types SPR&

Detail settins for (otification types+

Settins


Co$right % !01! &'T (Confidential Document )age !" of 92


57/93


58/93


3., Define number ranes for notification types.


Section aintenance service $rocessing



Tran. Code

Confi. Step (otification types @ Define number ranes #?2

Settins

>rou$ num-er To num-er 5rom 9t) notification

1 ! , + 000010000000 0000""""""""


The a-ove internal num-er assignment has -een defined for all ) notification t$es to

trac; them se$aratel from notifications of other modules categories.

Co$right % !01! &'T (Confidential Document )age !$ of 92


59/93


3., Assin (otification Types to &rder Types.





Tran. Code

Confi. Step (otification types @ Assin (otification Types

to &rder Types

SPR&


*n this ste$ ou can define which order t$e is generated from which Notification t$e -

selecting create order in the notification header.

Iou can wor; with different notification t$es and order t$es -ut ou can assign a single

order t$e to a single notification t$e in each case.

Co$right % !01! &'T (Confidential Document )age !9 of 92


60/93


3.,/ Catalo maintenance and reportin confiuration.

*ndividual maintenance of code grou$s F codes Catalog director and Changecatalogs F $rofiles for notification t$es.



Sub%Sections aintenance and Service Notifications @

Notification Creation @ Notification Content

Tran. Code

Confi. Steps !aintain catalos% )dit catalos *ndividual

maintenance of code grou$s F grou$ codesE

S*1

Display Catalo directory >ith all sub items S*/Define Catalo Profile &(0

Chane Catalos and Catalo Profile for

(otification Type

SPR&

Settins

5or each Notification t$e the following catalog t$es are allowed.

Catalog Short tet 'e word

! Tas; Tas;s

+ causes cause

A Activities )E Activit )

B 6-7ect $arts 6-7ect $art

C 6verview of damage Damage

D Coding Coding

Co$right % !01! &'T (Confidential Document )age "% of 92


61/93



Iou can allocate to each ) notification t$e a catalog $rofile for Tas;s Causes

Activities 6-7ect )arts Damage and Coding to get different re$orts and analsis for-rea;downs.

ere these have -een allocated as $er the re8uirement of &'C2.

This involves following activities=

#Transaction JS1=

Iou ma;e code grou$s F grou$ codes individuall for each catalog t$e -eing used.

#Transaction 6JN/=

Iou define catalog $rofiles to -e used decide catalog t$es to -e used in a catalog

$rofile and assign re8uired code grou$s for each catalog t$e individuall.

#Transaction GChange Catalogs and Catalog )rofile for Notification T$eH=

Assign a$$ro$riate catalog $rofile to each notification t$e individuall.

Note=

Transaction JS1 and JS" are also availa-le in SA) 9as Access menu structure and

can -e wor;ed u$on there.

Co$right % !01! &'T (Confidential Document )age "1 of 92


62/93


3.0 Define Priorities.


Section aintenance service $rocessingSub%Sections aintenance and service Notifications @ Notification

)rocessing @ Res$onse Time onitoring

Tran. Code

Confi. Step Define Priorities @

Define Priority Types<

Define Priorities for )ach Priority Type

SPR&

Settins


Settins


To define the $riorities for the notifications and orders.

5or each $riorit t$e $riorities are defined and for each $riorit ou define=

•


63/93


64/93


3.02 Assin ob4ect information =ey to notification types.



Sub%Sections aintenance and Service Notifications @

Notification )rocessing @ 6-7ect *nformation

Tran. Code

Confi. Step Assin &b4ect #nformation -ey to (otification

Types

SPR&

Settins

Notification T$e 6-7ect *nfo

1 to + )


The same o-7ect information ;e has -een allocated to all the notification t$es.

Settings can -e done to trigger automatic )6)#:) screen of o-7ect oinformation

regarding e8ui$mentfunctional location.



65/93


3.03 Condition #ndicators for system.


Section aintenance service $rocessingSub%Sections aintenance and Service Notifications @

Notification )rocessing @ Condition *ndicator

Tran. Code

Confi. Steps Define System Conditions SPR&

Define &perational )ffects

Settings

System Conditions+ &perational )ffects+Sstem Condition Sstem Condition

tet

9ffect 9ffect tet

1 o$erational @@ 1 No effect

! in limited o$eration @@ ! )roduction restricted

, out of order @@ , )roduction Brea;down

Reason for ConfiurationTo define the $ossi-le sstem conditions and the effects on o$eration.

The sstem condition can -e entered in the notification for three $oints in time=

• Condition -efore malfunction. Condition after malfunction Condition after tas;

Iou can also $rovide this status with a $ercentage availa-ilit of the sstem in the

notification. The settings can -e used as selection and evaluation criteria.

Iou can still define indicators for the effects of a malfunction or tas; on current o$eratinga-ilit.

The eisting standard settings are used for &'C2.

Co$right % !01! &'T (Confidential Document )age "! of 92


66/93


3.0* unctions and settins for order types @ Confiure order types.



Sub%Sections aintenance and Service 6rders @ 5unctions and

Settings for 6rder T$es

Tran. Code

Confi. Step Confiure order types &A

Settins

6rder t$e Tet

)01 Brea;down aintenance order

)0! Regular aintenance order

)0, )reventive aintenance order

)0+ Cali-ration order

Co$right % !01! &'T (Confidential Document )age "" of 92


67/93


Co$right % !01! &'T (Confidential Document )age "# of 92


68/93



6rder t$es have -een created for -usiness $ur$oses to differentiate -etween different

orders.)01 6rder t$e will -e used in Brea;down maintenanceL )0! will -e used for

Regular aintenance li;e wise.

Different t$es of orders are created for different t$es of -usiness $rocesses and hel$

in analsisre$orting.

3.0, Define number ranes for order types.

!odule P'A(T !A#(T)(A(C)Section aintenance and service $rocessing



Tran. Code

Confi. Step Confiure number ranes &(


Differentiate num-ers for ) orders from order t$es of other modules.

Co$right % !01! &'T (Confidential Document )age "$ of 92


69/93


3.00 Assin &rder Types to !aintenance Plants.





Tran. Code

Confi. Step Assin &rder Types to !aintenance Plants #D

Settins+


To determine the order t$es allowed for individual $lanning $lants.

Co$right % !01! &'T (Confidential Document )age "9 of 92


70/93


3.0 Create Default ;alue Profiles for )5ternal Procurement.





Tran. Code

Confi. Step Create Default ;alue Profiles for )5ternal

Procurement

spro

Settings details'

Settins



To control eternal $rocessing of order o$erations and )rocurement ccle for which

default )urchase organi?ation )urchasing grou$ >2 account and aterial grou$ are

defined.

The $ro$er Default value $rofile is assigned to each order t$e in the customi?ation.


71/93


3.0 Create default value profiles for $eneral order data.


Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 5unctions and


Tran. Code

Confi. Step Create default value profiles for $eneral order

data

spro

Settins

)rofile Descri$tion

0000001 )= Standard $rofile


*t acts as data entr tool to sim$lif the management of general order o$eration data. The

a-ove $rofile is created to use in all the order t$es.

Co$right % !01! &'T (Confidential Document )age #1 of 92


72/93


3.0/ Default ;alues for Tas= 'ist Data and Profile Assinments.





Tran. Code

Confi. Step Default ;alues for Tas= 'ist Data and Profile

Assinments

spro

Settins+



73/93



To define default value $rofiles for general order data F eternal $rocurement for

different order t$es and for different $lants if re8uired. Additionall settings for tas; list

assignment to order are also defined here.



74/93


3. Settlement Rule+ Define Time and Creation of Distribution Rule.





Tran. Code

Confi. Step Settlement Rule+ Define Time and Creation of

Distribution Rule

spro

Settins

6rder t$e Settlement rule time

)01 andator for release

)0! andator for release

)0, andator for release

)0+ andator for release

)0/ andator for release




*n this ste$ ou can define for each order t$e the time - which the settlement rule must-e maintained during order $rocessing.

To settle an order a settlement rule must -e defined. This settlement rule is generated -

the sstem -ased on the default value for the distri-ution rule defined in customi?ationL

alternativel it can -e maintained manuall in s$ecial cases if re8uired.

Co$right % !01! &'T (Confidential Document )age # of 92


75/93


3.1 Define Proposed Reference Time for Technical Completion.





Tran. Code

Confi. Step Define Proposed Reference Time for Technical

Completion

spro

Settins

6rder t$e Reference time

)01 TodaHs date

)0! TodaHs date

)0, Basic start

)0+ Basic finish

)0/ Basic start

)04 TodaHs date

)03 Basic finish


*n this Customi?ing activit ou define a reference time date M timeE for the technicalcom$letion of the order which is $ro$osed - the sstem at the time of T9C6.

:nder this reference date together with the reference time the sstem stores

com$leted orders from )lant aintenance in the $lant maintenance information sstem

)*SE.

Co$right % !01! &'T (Confidential Document )age #! of 92


76/93


3.2 Define Default &rder Types for !aintenance #tems.





Tran. Code

Confi. Step Define Default &rder Types for !aintenance

#tems

spro

Settings

Planning Plant Planner group 5rder t'pe Default order t'pe te"t

D*ST (All planner groups) PM67 Preventive maint. order


*n this ste$ ou s$ecif default value of order t$e at $lanning $lant and $lanner grou$

level for the creation of maintenance items for $reventive maintenance $lans.

Co$right % !01! &'T (Confidential Document )age #" of 92


77/93


3.3 Define (otification% and &rder #nteration.





Tran. Code

Confi. Step Define (otification% and &rder #nteration spro

Settins

6rder t$e Notification t$e Notification 2ong tet)01 1

)0!

)0,

)0+

)0/

)04

)03


This Customi?ing activit is used to define=

• To maintain notification% and order data in one screen. This means that a

notification will -e created automaticall when entering the order directl.

•


78/93


3.* !aintain Default ;alues for Control -eys for &rder Types.



Settings for 6rder T$es @ Control 'e

Tran. Code

Confi. Step !aintain Default ;alues for Control -eys for&rder Types

&0

Panning 5rder Te"t Control 8e' Te"t

Plant T'pe

D-+T PM69 Brea8 Do)n Maint. 5rder PM69 Plant Maint. -nternal

D-+T PM6: Preventive Maint. 5rder PM69 Plant Maint. -nternal

D-+T PM67 Miant. 5rder,otification PM69 Plant Maint. -nternal


To determine which control ;e is $ro$osed in the o$erations of maintenance ordersfor the com-ination maintenance $lanning $lant and order t$e.

Co$right % !01! &'T (Confidential Document )age #$ of 92


79/93


3., ;alid !aintenance activity type to each order type.



Settings for 6rder T$es @ aintenance Activit

T$e

Tran. Code

Confi. Steps Define !aintenance Activity Types spro

Assin ;alid !aintenance Activity Types to

!aintenance &rder Types

&,

Default ;alues for !aintenance Activity Type for

)ach &rder Type

&*

Settings

Order

Type

Description Valid Activities Default

Activity

PM69 Brea8do)n Maint.

5rder

667 3epair 667

PM6: Preventive Maintenance5rder

669 -nspection

66: Preventive maintenance

66; +hut Do)n #ob

66:

PM67 Miant.

5rder,otification

669 -nspection

667 3epair

66< 3egular Maintenance

66= -nstall ne) component

66<

PM6> Calibration 5rder 669 -nspection

66> Calibration

66>




80/93


5or different t$e of activitiesre$ort analsis.

3.0 Define Chane Docs< Collective Purch. Re8. #ndicator< &peration(o. #nterval.





Tran. Code

Confi. Step Define Chane Docs< Collective Purc. Re8.#ndicator< &peration (o. #nterval

&0

Settins+


To define=

•


81/93


3. Define Documentation for $oods !ovements for the &rder.



Settings for 6rder T$es @ >oods ovements for

6rder

Tran. Code

Confi. Step Define Documentation for $oods !ovements forthe &rder

SPR&

Settins

)lant6rderT$e

)urch.6rder

)lanned goodsissue

:n$lanned goodsissue

2ong tet

D*ST )01

D*ST )0!

D*ST )0,

D*ST )0+

D*ST )0/


To define which t$es of goods movements are documented for each individual ) order.

This function can -e called from order $rocessing in list form.

Iou can determine whether the list contains

• goods recei$ts in res$ect of $urchase orders for the order

• $lanned goods issues for the order

• un$lanned goods issues for the order

Co$right % !01! &'T (Confidential Document )age $1 of 92


82/93


3. Availability Chec= for !aterial< PRTs and Capacities.




Settings for 6rder T$es @ Availa-ilit Chec; for

aterial )RTs and Ca$acities

Tran. Code

Confi. Steps Define Chec=in Rules SPR&

Define Scope of Chec= &PBB

Define #nspection Control

Settins




83/93



Define Scope of Chec=+To define the chec; sco$e. Chec;ing grou$ and chec;ing rule together s$ecif the sco$e

of the chec;.Iou can s$ecif the following= which elements relevant to R) inward goodsmovementsoutward goods movementsE are ta;en into account for eam$le $urchasere8uisition $urchase order $lanned orderE

• which stoc; categories are ta;en into account• whether re$lenishment lead time is chec;ed

Define #nspection Control+To define the chec; control. Iou can ma;e the chec;ing rule as well as the actual chec;itself de$endent on the following $arameters=

• $lant

• order t$e• o$eration

The o$eration can have the following characteristics=

o 6rder created Buss. 5unction 1E

o Release order Buss. 5unction !EControl parameters*n addition to this ou can s$ecif whether a $lanned order can -e converted to a

$roduction order using collective conversion in -oth the cases of create and release=

o missing $arts

o missing )RTs or

o insufficient ca$acitActionsDefine the following=

• whether an availa-ilit chec; is to -e carried out when ou create or release anorder

• whether an availa-ilit chec; is to -e carried out when ou save an order that has

-een created or released• what effect a material shortfall is to have on the creation or release of an order

!aintenance orders P!"Service orders CS= The automatic chec; at time 1 createE is not eecuted for maintenance orders.Iou can onl carr out the chec; manuall -efore ou have released ourmaintenance orders.

The automatic chec; at time ! releaseE is eecuted if it is switched on.(otes on capacity availability chec=Iou can determine how an order is released in the case of ca$acit shortfall=

• release determined - user

• release

• no release



84/93


3./ Define Priority Type for &rders.



Sub%Sections aintenance and Service 6rders @ >eneral Data Tran. Code

Confi. Step Define Priorities @ Define Priority Type for &rders SPR&

Settins

All the ) order t$es )01 )0! )0, )0+ )0/ )04 and )03 are

assigned to $riorit t$e ) ) $rioritiesE which is also -eing used for ) notifications.


To assign a $riorit t$e to each order t$e so that ou can select a correct $riorit ran;E

an order warrants while creation of order and -asic start F end dates will -e assigned

automaticall as $er the settings of chosen $riorit.

Co$right % !01! &'T (Confidential Document )age $ of 92


85/93


86/93


3.1 Activate Default ;alue for Current Date as 6asic Date.




Confi. Step Activate Default ;alue for Current Date as 6asicDate.

SPR&

Settins

)lanning )lant Default current date

1001


To define that for which $lanning $lants the current date should -e $ro$osed as -asicdates for the maintenance orders. This has -een given for ease of entering data and isover writa-le in case of future$ast dates need to -e entered.

3.2 Define Default ;alues for 9nits for &peration.




Confi. Step Define Default ;alues for 9nits for &peration &/

Co$right % !01! &'T (Confidential Document )age $" of 92


87/93


Settins

)lanning $lant Norm.duratn un. :nit tet :nit for wor; :nit tet

1001 R ours R ours


To s$ecif the default values for units of the duration and the wor; out$ut of maint. 6rdero$erations at $lanning $lant level.

3.3 Assin Partner Determination Procedure to &rder.



Sub%Sections aintenance and Service 6rders @ )artner Tran. Code

Confi. Step Define Partner Determination Procedure andPartner unction @ Assin Partner DeterminationProcedure to &rder

&!

Settins

The standard $artner determination $rocedure ) is assigned to all the ) order t$es

used.


To s$ecif a $artner determination $rocedure for each order t$e.

Co$right % !01! &'T (Confidential Document )age $# of 92


88/93


3.* !aintain schedulin types.



Sub%Sections aintenance and Service 6rders @ Scheduling Tran. Code

Confi. Step !aintain schedulin types &T

Settins

9isting standard settings are used.

3., Set Schedulin Parameters.



Sub%Sections aintenance and Service 6rders @ Scheduling Tran. Code

Confi. Step Set Schedulin Parameters &P9

Settings

)lant 6rder T$e )rodScheduler Ad7.dates Scheduling t$e Start in )ast

dasE

Automatic

scheduling

1001 )01 O ! 5orwards in time 00!

1001 )0! O ! 5orwards in time 00!

1001 )0, O ! 5orwards in time 000

1001 )0+ O ! 5orwards in time 00+

? : @ Do not ad#ust basic dates( dep. re&mts to operation dates

Co$right % !01! &'T (Confidential Document )age $$ of 92


89/93



To set the following scheduling $arameters for ever maintenance order and for evermaintenance $lant=

• Automatic scheduling

• Dis$la scheduling log automaticall after scheduling

• aimum num-er of das for start in the $ast• Automatic ad7ustment of the startfinish dates

• Shift order indicator

• Scheduling to incor$orate -rea;s -rea;s at the wor; center are ta;en into

account when scheduling is createdE

3.0 Assin &b4ect #nformation -eys to &rder Types.!odule P'A(T !A#(T)(A(C)


Sub%Sections aintenance and Service 6rders @ 6-7ect

*nformation

Tran. Code

Confi. Step Assin &b4ect #nformation -eys to &rder Types &B

Settins

6rder T$e 6-7ect *nfo

)01 to )03 )


The same o-7ect information ;e has -een allocated to all the order t$es.

Settings can -e done to trigger automatic )6)#:) screen of o-7ect information regarding

e8ui$mentfunctional location.



90/93


3. Define ield Selection for &rder Eeader Data P!.


Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 6-7ect

*nformation

Tran. Code

Confi. Step Assin &b4ect #nformation -eys to &rder Types &B

Settins


3. Define ield Selection for &rder &peration.



Sub%Sections aintenance and Service 6rders Tran. Code

Confi. Step Define ield Selection for Components P! andCS

C!PD<

C!P'

Settins


3./ Define ield Selection for Components.


Section aintenance service $rocessingSub%Sections aintenance and Service 6rders Tran. Code

Confi. Step Define ield Selection for Components P! andCS

C!PD<

C!P'



91/93


3./ Define 'ist ;ariants.


Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 2ist 9diting Tran. Code

Confi. Step Define 'ist ;ariants @

Set 'ist )ditin for &rder Data<

Set 'ist )ditin for &peration Data

?' ?9

Settins9isting standard settings are used.

3./1 ield Selection for !ulti%'evel 'ist Displays of &rders.



Sub%Sections aintenance and Service 6rders @ 2ist 9diting Tran. Code

Confi. Step ield Selection for !ulti%'evel 'ist Displays of

&rders

SPR&

Settins

9isting standard settings are used.



92/93


3./2 Define Control Parameters for Completion Confirmations.



Sub%Sections aintenance and Service 6rders @ Com$letion

Confirmations

Tran. Code

Confi. Step Define Control Parameters for Completion

Confirmations

SPR&

Settings

)lant 6rder

T$e

5inal

conf.

)ost

6$en

Resv.

)ro$ose

Dates

)ro$ose

Actvts

Act.

Costs

2og

>oods

movt.

2og

9rror for

incorrect

>oods

movt.

Confirma-le

o$erations

No R

u$date

1001 )01

1001 )0!

1001 )0,

1001 )0+

1001 )0/

1001 )04

1001 )03

Reason fo Configuation

To maintain the control parameters for completion confirmations for maintenance orders. %ou can

set control parameters for each order t'pe and plant. !sing the completion parameters 'ou define

Ahich data is proposed for entr'.

• The severit' )ith )hich inspections should be performed.

• o) the completion confirmation processes are controlled.

3./* #nformation Systems for Plant !aintenance.



93/93

SAP Configuration JKCL

Documents

Transcript of SAP Configuration JKCL