Sap Pm Configuration Guide (1)
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Transcript of Sap Pm Configuration Guide (1)
8/10/2019 Sap Pm Configuration Guide (1)
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EHP3 for SAP ERP6.0
February 2009
English
Plant Maintenance Basics(860)
SAP AGDietar!Ho""!Allee #669#90 $all%orf Gerany
&uil%ing &lo'( )onfiguration Gui%e
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Copyright
/ )o"yright 2009 SAP AG. All rights resere%.
1o "art of this "ubli'ation ay be re"ro%u'e% or transitte% in any for or for any "ur"oseithout the e"ress "erission of SAP AG. 4he inforation 'ontaine% herein ay be'hange% ithout "rior noti'e.
Soe softare "ro%u'ts ar(ete% by SAP AG an% its %istributors 'ontain "ro"rietary softare'o"onents of other softare en%ors.
*i'rosoft5 $in%os5 E'el5 utloo(5 an% PoerPoint are registere% tra%ear(s of *i'rosoft)or"oration.
7&*5 D&25 D&2 8niersal Database5 S25 Parallel Sys"le5 *:SESA5 A7;5 S3905 AS<005S3905 S<005 iSeries5 "Series5 Series5 =Series5 Syste i5 Syste i>5 Syste "5 Syste">5 Syste 5 Syste =5 Syste =95 =S5 AFP5 7ntelligent *iner5 $ebS"here5 1etfinity5 4ioli57nfori5 i>S5 P$ER5 P$ER>5 P$ER>?5 "enPoer an% PoerP) are tra%ear(sor registere% tra%ear(s of 7&* )or"oration.
A%obe5 the A%obe logo5 A'robat5 PostS'ri"t5 an% Rea%er are either tra%ear(s or registere%tra%ear(s of A%obe Systes 7n'or"orate% in the 8nite% States an%or other 'ountries.
ra'le is a registere% tra%ear( of ra'le )or"oration.
817;5 ;"en5 SF#5 an% *otif are registere% tra%ear(s of the "en Grou".
)itri5 7)A5 Progra 1eighborhoo%5 *etaFrae5 $inFrae5 :i%eoFrae5 an% *ulti$in aretra%ear(s or registere% tra%ear(s of )itri Systes5 7n'.
H4*@5 ;*@5 ;H4*@ an% $3) are tra%ear(s or registere% tra%ear(s of $3) 5 $orl%$i%e $eb )onsortiu5 *assa'husetts 7nstitute of 4e'hnology.
Baa is a registere% tra%ear( of Sun *i'rosystes5 7n'.
BaaS'ri"t is a registere% tra%ear( of Sun *i'rosystes5 7n'.5 use% un%er li'ense forte'hnology inente% an% i"leente% by 1ets'a"e.
SAP5 R35 A""s5 A""5 SAP 1et$eaer5 Duet5 PartnerE%ge5 &yDesign5 SAP &usiness&yDesign5 an% other SAP "ro%u'ts an% seri'es entione% herein as ell as their res"e'tie
logos are tra%ear(s or registere% tra%ear(s of SAP AG in Gerany an% in seeral other'ountries all oer the orl%. All other "ro%u't an% seri'e naes entione% are thetra%ear(s of their res"e'tie 'o"anies. Data 'ontaine% in this %o'uent seresinforational "ur"oses only. 1ational "ro%u't s"e'ifi'ations ay ary.
4hese aterials are subCe't to 'hange ithout noti'e. 4hese aterials are "roi%e% by SAP AG an% its affiliate% 'o"anies +SAP Grou"- for inforational "ur"oses only5 ithoutre"resentation or arranty of any (in%5 an% SAP Grou" shall not be liable for errors oroissions ith res"e't to the aterials. 4he only arranties for SAP Grou" "ro%u'ts an%seri'es are those that are set forth in the e"ress arranty stateents a''o"anying su'h "ro%u'ts an% seri'es5 if any. 1othing herein shoul% be 'onstrue% as 'onstituting ana%%itional arranty.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Icons
Icon Meaning
)aution
Ea"le
1ote or 4i"
Re'oen%ation
Synta
Typographic Conventions
Type Style Description
Example text $or%s or 'hara'ters that a""ear on the s'reen. 4hese in'lu%e fiel%naes5 s'reen titles5 "ushbuttons as ell as enu naes5 "aths an%o"tions.
)ross!referen'es to other %o'uentation.
Example text E"hasi=e% or%s or "hrases in bo%y tet5 titles of gra"hi's an% tables.
E;A*P@E 4E;4 1aes of eleents in the syste. 4hese in'lu%e re"ort naes5
"rogra naes5 transa'tion 'o%es5 table naes5 an% in%ii%ual (eyor%s of a "rograing language5 hen surroun%e% by bo%y tet5 forea"le5 SE@E)4 an% 71)@8DE.
Example text S'reen out"ut. 4his in'lu%es file an% %ire'tory naes an% their "aths5essages5 sour'e 'o%e5 naes of ariables an% "araeters as ell asnaes of installation5 u"gra%e an% %atabase tools.
EXAMPLE TEXT eys on the (eyboar%5 for ea"le5 fun'tion (eys +su'h as F2- or theENTER (ey.
Example text Ea't user entry. 4hese are or%s or 'hara'ters that you enter in thesyste ea'tly as they a""ear in the %o'uentation.
<Example text> :ariable user entry. Pointe% bra'(ets in%i'ate that you re"la'e theseor%s an% 'hara'ters ith a""ro"riate entries.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
ContentsPlant *aintenan'e &asi's )onfiguration Gui%e.......................................................................>
# Pur"ose............................................................................................................................. >
2 Pre"aration........................................................................................................................>
2.# Prereuisites............................................................................................................>
2.#.# &uil%ing &lo'(s....................................................................................................>
3 )onfiguration.....................................................................................................................>
3.# Define @o'ation........................................................................................................>
3.2 *aintain *aintenan'e Planning Plant......................................................................6
3.3 Assign *aintenan'e Planning Plant to *aintenan'e Plant......................................6
3.< Define Perit )ategories.........................................................................................
3.> Define bCe't 4y"es................................................................................................
3.6 Define Plant Se'tions..............................................................................................,
3. Define Planner Grou"s............................................................................................,
3., Define bCe't 7nforation eys...............................................................................93.9 )reate Stru'ture 7n%i'ator for Referen'e Fun'tional @o'ations.............................#0
3.#0 Define &usiness :ies for Eui"ent )ategories.................................................##
3.## Define *aterial Grou"s..........................................................................................##
3.#2 )reate Default :alue Profiles for Eternal Pro'ureent........................................#2
3.#3 *aintain Settleent Profiles..................................................................................#3
3.#< *aintain Allo'ation Stru'ture.................................................................................#<
3.#> Assign Allo'ation Stru'ture to Settleent Profiles.................................................#>
3.#6 *aintain :alue )ategories.....................................................................................#>
3.# Assign )ost Eleents to :alue )ategories...........................................................#6
3.#, Define Default :alues for :alue )ategories...........................................................#3.#9 Define Default :alues Profiles for General r%er Data..........................................#
3.20 Define *aintenan'e A'tiity 4y"es........................................................................#,
3.2# Define Default :alues for )o"onent 7te )ategories.........................................#9
3.22 A'tiate Default :alue for )urrent Date as &asi' Date..........................................#9
3.23 Define Default :alues for 8nits for "eration........................................................20
3.2< Define )urren'y for *aintenan'e Statisti's...........................................................20
3.2> Assign :alue )ategories to *aintenan'e )ost ey Figures..................................2#
3.26 *aintaining Storage @o'ation................................................................................2#
3.2 Defining Pur'hasing Grou"s..................................................................................22
3.2, Defining Person Res"onsible for $or( )enter......................................................22
< *aster Data.....................................................................................................................23
<.# )reating *aterials for Plant *aintenan'e..............................................................23
<.2 Assigning 1uber Range for 4as( @ists................................................................23
<.3 )reating $or( )enters for Plant *aintenan'e.......................................................2<
<.< )reating :en%or for Different A''ount Grou"s.......................................................2<
<.> )reating Fun'tional @o'ations...............................................................................2<
<.6 )reating Eui"ents.............................................................................................2>
<. )reating *aintenan'e Asseblies........................................................................2>
<., )reating an% )hanging Eui"ent &ill of *aterials..............................................26
<.9 )reating an% )hanging *aterial &ill of *aterials...................................................26
<.#0 )reating 7nfo Re'or%..............................................................................................2
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Plant Maintenance Basics: Configration !i"e
# Prpose4his 'onfiguration gui%e "roi%es the inforation you nee% to set u" the 'onfiguration of thisbuil%ing blo'( anually.
$ Preparation
$%# Prere&isites
$%#%# Bil"ing Bloc's&efore you start installing this s'enario5 you ust install "rereuisite buil%ing blo'(s. For oreinforation5 see the &uil%ing &lo'( Prereuisites *atri for )hei'als .
Configration
%# Define ocation
*se4he "ur"ose of this a'tiity is to %efine lo'ations ithin a "lant. A lo'ation allos a "lant to be'lassifie% a''or%ing to s"atial or situation 'riteria.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Enterprise Structure Definition Logistics - General
Define Location
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Plnt #000
@o'ation IJ000#
1ae @o'ation #
Enter
)ountry DE
@o'ation IJ0002
1ae @o'ation 2
Enter
DE
<. )hoose Save.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
+eslt4he lo'ations for Plant #000 hae been 'reate%.
%$ Maintain Maintenance Planning Plant
*se4he "ur"ose of this a'tiity is to %efine the aintenan'e "lanning "lant.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Enterprise Structure Definition Plant Maintenance
Maintain maintenance planning plant
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Planning"lant
#000
1ae # Planning Plant
<. )hoose Save.
+eslt4he aintenan'e "lanning "lant is %efine%.
% /ssign Maintenance Planning Plant toMaintenance Plant
*se4he "ur"ose of this a'tiity is to assign "lanning "lant to "lant.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Enterprise Structure Assignment Plant Maintenance
Assign maintenance planning plant to maintenance plant
Transaction Co"e SP+,
2. )hoose Change.
3. Sele't the a""ro"riate ro an% a(e the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Plnt #000
PlPl #000
<. )hoose Save.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
+eslt4he "lanning "lant is assigne% to "lant.
% Define Per.it Categories
*se4he "ur"ose of this a'tiity is to %efine "erit 'ategories. ou 'an use "erits to %efine'ertain rules or 'on%itionsK hi'h are to be obsere% %uring the ee'ution of aintenan'etas(s. ou 'an %efine the tie %uring the or%er "ro'essing5 the "erit ust be grante%
• before an or%er is release%
• before an or%er is te'hni'ally 'o"lete%
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Master Data in
Plant Maintenance an Customer Service !asic Settings
Permits Define Permit Categories
Transaction Co"e SP+,
2. )hoose New Entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
)at A
1ae # $or( a""roal
)at &
1ae # Safety "erit
<. )hoose Save.
+esltPerit 'ategories are %efine%.
%1 Define ,23ect Types
*se
4he "ur"ose of this a'tiity is to %efine the ty"es of te'hni'al obCe'ts. 4e'hni'al obCe'ts 'anbe organi=e% into grou"s using obCe't ty"es. 4he grou"ing is use% to ealuate aster %ata oraintenan'e %ata for te'hni'al obCe'ts.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Master Data in
Plant Maintenance an Customer Service "echnical #$%ects
General Data Define "&pes of "echnical #$%ects
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Transaction Co"e SP+,
2. )hoose New Entries.
3. n the folloing s'reen5 a(e the folloing entries
,23ect Type Description
3000 *otors
<000 >00'o
>000 *ills an% )rusher
6000 Ho""er an% Silo
000 4an(er an% )ontainer
,000 )ontrollers
<. )hoose Save.
+esltbCe'ts 4y"es are %efine%.
%6 Define Plant Sections
*se4he "ur"ose of this a'tiity is to %efine "lant se'tionsK hi'h enable you to sub%ii%e theaintenan'e "lant fro the "oint of ie of "ro%u'tion res"onsibility. 4he "erson res"onsiblefor the "lant se'tion is the 'onta't for 'oor%ination beteen "ro%u'tion an% "lantaintenan'e.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Master Data in
Plant Maintenance an Customer Service "echnical #$%ects
General Date Define Plant Sections
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
Plant Plant section Pers+esponsi2le Telephone
#000 0#0 Ellen Sith 069!#23<>6,
#000 *A George Bones 069!23<>6,9
#000 @AG &etty &ron 069!3<>6,90
#000 *7S Henry *iller 069!<>6,90#
#000 RH @in%a ates 069!>6,90#2
<. )hoose Save.
+esltPlant se'tions are %efine%.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
%4 Define Planner !rops
*se4he "ur"ose of this a'tiity is to %efine "lanner grou"s or aintenan'e "lanning grou"sse"arately for ea'h "lanning "lant.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Master Data in
Plant Maintenance an Customer Service "echnical #$%ects
General Date Define Planner Groups
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
PlPl P! 5a.e Telephone
#000 0#0 P*!Planner 0#0 60>#3,
#000 #00 P*!Planner Ele'. 60>#39
#000 200 P*!Planner *e'h. 60>#<0
<. )hoose Save.
+esltPlanner grou"s are %efine%.
%8 Define ,23ect Infor.ation eys*se4he "ur"ose of this a'tiity is to %efine the obCe't inforation (ey. 4his (ey 'ontrols a s"e'ialinforation in%o. 4he "araeters set here %eterine hi'h %ata is to be shon for ate'hni'al obCe't. 4he (ey 'an be assigne% to the folloing obCe'ts
• Fun'tional lo'ation 'ategories
• Eui"ent 'ategories
• 1otifi'ation ty"es
• r%er ty"es
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Master Data in
Plant Maintenance an Customer Service "echnical #$%ects
General Date Define #$%ect 'nformation (e&s
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
bCe't info IJP*000#
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
-iel" na.e Description *ser action an" vales Co..ent
bCe't Ra%io button set Referen'e fornotifi'ation an% 'lasssele'tion se'tion
1o %ays ! 36> 7nfo.syste L tie
frae an% threshol%alues se'tion
1otifs)reate% > 7nfo.syste L tiefrae an% threshol%alues se'tion
r%ers'reate%
> 7nfo.syste L tiefrae an% threshol%alues se'tion
Sel)o"l1otifs
1otifi'ations Lsele'tion an%autoati' %is"lay
se'tion
Sel.%ays ! 36> 1otifi'ations Lsele'tion an%autoati' %is"layse'tion
1one Ra%io button set )ontra't L autoati'%is"lay se'tion
<. )hoose Save.
+eslt4he obCe't inforation (ey as 'reate%.
%7 Create Strctre In"icator for +eference-nctional ocations
*se4he "ur"ose of this a'tiity is to 'reate the stru'ture in%i'ator5 hi'h %eterines the e%it as(an% the nuber of the hierar'hy leels hen you 'reate fun'tional lo'ation stru'tures.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Master Data in
Plant Maintenance an Customer Service "echnical #$%ects
)unctional Locations Create Structure 'nicator for
*eference Locations+)unctional Locations
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Str.7n% I)H
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
-iel" na.e Description *ser action an" vales Co..ent
Stru't7n%4et Stru'ture 7n%i'ator )H
E%it as( ;;;;!;;;;;;;;;;;;;;;;;;!;
Hier@eel # 2 3 < > 6
<. )hoose Save.
+eslt4he stru'ture in%i'ator is 'reate%.
%#0 Define Bsiness ie9s for &ip.ent Categories
*se4he "ur"ose of this a'tiity is to autoati'ally aintain the assigne% %ata fiel%s an% s'reens if
you a'tiate the serial %ata ie.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Master Data in
Plant Maintenance an Customer Service "echnical #$%ects
E,uipment E,uipment Categories Define Aitional
!usiness iews for E,uipment Categories
Transaction Co"e SP+,
2. )hoose Change.
3. Sele't the a""ro"riate ro.<. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
)at I
Seriali=ation%ate
>. )hoose Save.
+eslt A%%itional business ies for eui"ent 'ategories are %efine%.
%## Define Material !rops
*se4he "ur"ose of this a'tiity is to %efine aterial grou"s.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Logistics . General Material Master Settings for (e& )iels
Define Material Groups
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Transaction Co"e ,MS-
2. n the Change iew /Material Group01 #verview s'reen 'hoose New entries.
3. n the New Entries1 #verview of Ae Entries s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
*atl Grou" IP*0#
*aterial Grou"Des'.
S"are "arts
Des'ri"tion 2for aterialgrou"
*aterial grou" for s"are"arts
-iel" na.e Description *ser action an" vales Co..ent
*atl Grou" IP*02
*aterial Grou"Des'.
S"are "arts seri'es
Des'ri"tion 2for aterialgrou"
*aterial grou" for s"are"arts seri'es
<. )hoose Save.
+eslt*aterial grou"s ere %efine%.
%#$ Create Defalt ale Profiles for ;ternalProcre.ent
*se7n this ste"5 you %efine the "rofiles for eternal "ro'ureent of seri'es an% aterials.
7n the eternal "ro'essing "rofile5 you 'an store %efault alues to generate "ur'hasereuisitions fro aintenan'e! or seri'e or%ers. 7n ea'h "rofile5 you 'an store a %efaultalue for the folloing alues
• )ost eleent a''ount
• Pur'hasing organi=ation
• Pur'hasing grou"• *aterial grou"
During eternal "ro'essing5 a %istin'tion is a%e beteen the eternal "ro'ureent ofaterials an% the allo'ation of 'o"lete or%er o"erations to en%ors. Sin'e both of these"ro'ureent "ro'esses reuire %ifferent %ata for "ur'hasing5 for ea"le5 %ifferent"ur'hasing grou"s or %ifferent 'ost eleent a''ounts5 you shoul% also %efine %ifferent "rofilesfor the. ou shoul% therefore %efine %ifferent "rofiles for
• Eternal "ro'essing or eternal assignent of 'o"lete or%er o"erations
• Pro'ureent of aterials +aterial "rofile-
Proce"re
#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Service Processing Maintenance an Service #rers
)unctions an Settings for #rer "&pes Create Default alue
Profiles for External Procurement
Transaction Co"e SP+,
2. )hoose New entries.3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
EternProfile I)H00#
Profile Eternal aterial
)ost eleent 60<>00
Pur'hasing org. #000
Pur'h. grou" #00
*aterial grou" IP*0#
-iel" na.e Description *ser action an" vales Co..ent
EternProfile I)H002
Profile Pro'ure% seri'es
)ost eleent 6#0>00
Pur'hasing org. #000
Pur'h. grou" 00#
*aterial grou" IP*02
<. )hoose Save.
+eslt4he "rofiles for eternal "ro'ureent of seri'es an% aterials are %efine%.
%# Maintain Settle.ent Profiles
*se7n the settleent "rofile5 you %efine a range of 'ontrol "araeters for settleent. ou ust%efine the settleent "rofile before you 'an enter a settleent rule for a sen%er.
7f you ant to settle the 'osts ea'h tie to Cust one 'ost 'enter or Cust one G@ a''ount5 younee% a settleent "rofile. As you 'annot aintain the settleent "araeters %uringsettleent to a re'eier5 you ust sae the settleent "rofile either in the or%er ty"e or in theo%el or%er or referen'e or%er.
4he settleent "rofile in'lu%es5 aong other things5 the retention "erio% for the settleent%o'uents. ou shoul% bear in in% the folloing hen you %eterine the retention "erio%.
4he settleent %o'uents ta(e u" a%%itional storage 'a"a'ity. $hen a "osting "erio% isfinally lo'(e% against further "ostings in Finan'ial A''ounting an% )ontrolling5 you 'an 'learthe settleent %o'uents. Hoeer5 you shoul% buil% in a safety argin5 as you ill nee% thesettleent %o'uents if you hae to 'an'el any settleents or re"eat the "erio% en% 'lose.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service Processing !asic Settings General #rer
Settlement Maintain Settlement Profiles
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
SettleentProfile
I*00#
4et )H *aintenan'e or%er
)ost eleent 6#0000
Pur'hasing org. #000
<. )hoose Save.
%# Maintain /llocation Strctre
*seDuring settleent5 'osts in'urre% un%er the "riary an% se'on%ary 'ost eleents by a sen%er are allo'ate% to one or ore re'eiers. $hen you settle by 'ost eleent5 you settle using thea""ro"riate original 'ost eleent.
An allo'ation stru'ture 'o"rises one or seeral settleent assignents. An assignentshos hi'h 'osts +origin 'ost eleent grou"s fro %ebit 'ost eleents- are to be settle% tohi'h re'eier ty"e +for ea"le5 'ost 'enter5 or%er5 an% so on-. ou hae to alternaties insettleent assignent
• ou assign the %ebit 'ost eleent grou"s to a settleent 'ost eleent.
• ou settle by 'ost eleent ! that is5 the %ebit 'ost eleent is the settleent 'ost
eleent.
4his is a goo% i%ea5 for ea"le5 if the reuire% 'a"ital s"en%ing for an asset you are buil%ingyourself is to be onitore%. 4hese 'osts are settle% by 'ost eleent to an inentory a''ountin Asset A''ounting at the en% of the year5 or hen the easure is 'o"lete.
Ea'h allo'ation stru'ture ust fulfill the folloing 'riteria
• )o"leteness An allo'ation stru'ture is assigne% to ea'h obCe't to be settle%. All 'ost eleents inhi'h 'osts are in'urre%5 ust be re"resente% in the a""ro"riate allo'ation stru'ture.
• 8niueness
Ea'h 'ost eleent in hi'h 'osts are in'urre% ay only a""ear on'e in an allo'ationstru'ture. nly one settleent 'ost eleent ay be assigne% to a sour'e ithin a"arti'ular allo'ation stru'ture.
7f you reuire a%%itional %ebit! or settleent 'ost eleents5 you 'an 'reate these using the fun'tion
*aintain Settleent )ost Eleents.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Service Processing !asic Settings General #rer
Settlement Maintain Allocation structure
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
SettleentProfile
I
4et )H Allo'.Stru'. Plant*ainten.
<. )hoose Sae.
+eslt Allo'ation stru'ture as aintaine%.
%#1 /ssign /llocation Strctre to Settle.ent Profiles
*seDuring settleent5 'osts in'urre% un%er the "riary an% se'on%ary 'ost eleents by asen%er5 are allo'ate% to one or ore re'eiers. $hen you settle by 'ost eleent5 you settleusing the a""ro"riate original 'ost eleent.
An allo'ation stru'ture 'o"rises one or seeral settleent assignents.
Proce"re
#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service Processing !asic Settings General #rer
Settlement Maintain Settlement Profile
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Settleent
Profile
I*00#
Allo'ationstru'ture
I
<. )hoose Sae.
+eslt4he allo'ation "rofile is assigne% to the settleent "rofile.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
%#6 Maintain ale Categories
*se4he "ur"ose of this a'tiity is to aintain alue 'ategories. :alue 'ategories are interals for'ost eleents. 4hese are reuire% to u"%ate the
• Plant *aintenan'e 7nforation Syste• )ustoer Seri'e 7nforation Syste
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service Processing !asic Settings Settings for Displa& of
Costs Maintain alue Categories
Transaction Co"e SP+,
2. Enter 8ser )o"onent P*.
3. Enter )ontrolling Area #000.
<. )hoose New entries.
>. n the folloing s'reen5 a(e the folloing entries
al%cat% Te;t Costs
IJP*0# P* 7nternal aterial
IJP*02 P* Seri'es
IJP*03 P* Eternal aterial
IJP*0< P* 7nternal e"loyees
6. )hoose Save.
+eslt:alue 'ategories are aintaine%.
%#4 /ssign Cost le.ents to ale Categories
*se4he "ur"ose of this a'tiity is to %efine a 'ost eleent5 a 'ost eleent interal or a 'osteleent grou" as a alue 'ategory.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service Processing !asic Settings Settings for Displa& of
Costs Assign Cost Elements to alue Categories
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Transaction Co"e SP+,
2. Enter )ontrolling Area #000.
3. )hoose New entries.
<. n the folloing s'reen5 a(e the folloing entries
al%cat% Se&%nr% -ro. cost ele.ent To cost ele.ent
IJP*0# 0#0 60<>00
IJP*02 0#0 6#0>00
IJP*03 6#0000
IJP*0< 6#6#00
>. )hoose Save.
+eslt)ost eleents are assigne% to alue 'ategories.
%#8 Define Defalt ales for ale Categories
*se7n this ste"5 you 'an %efine %efault alues for the alue 'ategories for the entry of 'osts.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service Processing !asic Settings Settings for Displa& of
Costs Define Default alues for alue Categories
Transaction Co"e SP+,
2. Enter )ontrolling Area 2333 .
3. )hoose New entries.
<. n the folloing s'reen5 a(e the folloing entries
al%cat%
IJP*0#
IJP*02
IJP*03IJP*0<
>. )hooseSae.
+esltDefault alues for alue 'ategories ere %efine%.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
%#7 Define Defalt ales Profiles for !eneral ,r"erData
*se7n this )ustoi=ing A'tiity5 you %efine %efault alues for further or%er %ata. $hen a(ing
these settings5 you shoul% 'he'( 'arefully to see hether you hae to aintain all"araeters.
For or%er "ro'essing for aintenan'e! or seri'e or%ers5 you shoul%
• %efine a (ey or% 7D to sele't the user!%efine% fiel%s fro the tas( list an%
• allo'ate a 'al'ulation (ey to 'al'ulate the 'a"a'ity of the o"eration.
ou only nee% to a(e further settings if you ant to use the relationshi"s for o"erations an%their gra"hi' %is"lay. Here you 'an
• %efine the ie for the gra"hi' %is"lay of the relationshi"s
• %efine a (ey for the reuire% gra"hi's "rofile
• %efine a (ey for the e"losion leel for the gra"hi' aintenan'e of stan%ar% netor(s
• allo'ate a (ey for the s'he%uling of or%ers5 hi'h are allo'ate% to $&S eleents.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service orers )unctions an settings for orer t&pes
Define efault values profiles general orer ata
Transaction Co"e SP+,
2. )hoose New Entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Profile IJ000#
Des'ri"tion P* Stan%ar% "rofile )H
)al'ulationey
#
Relationshi"ie
#
Gra"hi's"rofile
P* 1etor(
<. )hoose !ac4 .
>. )hoose Sae.
+esltProfiles ith %efault alues are %efine%.
%$0 Define Maintenance /ctivity Types
*seey for the ty"e of aintenan'e a'tiity "roi%e%. A'tiities are %ii%e% into re"airs5
shut%ons5 regular a'tiities5 ins"e'tions an% so on. 7n 'ost ealuations5 for ea"le5 total
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
'osts or nuber of or%ers for ea'h te'hni'al obCe't5 you 'an 'lassify %ata a''or%ing toaintenan'e a'tiity ty"e.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance anService Processing Maintenance an Service #rers
)unctions an Settings for #rer "&pes Maintenance Activit&
"&pes Define Maintenance Activit& "&pes
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
M/T M/T Description Co..ent
I# Fault )learan'e
I2 Planne% Re". base% on brea(%o
I3 Planne% Re". base% on reuest
I< *o%ifi'ation
I> "tia=ation
I6 Preentie *aintenan'e
I 7ns"e'tion
I, Reision "roCe't
I9 7nestent a'tiities
<. )hoose Save.
+eslt*aintenan'e a'tiity ty"es ere %efine%.
%$# Define Defalt ales for Co.ponent Ite.Categories
*se
7n this or( ste"5 you 'an %eterine the "ro"osal alues for the ite 'ategories of the or%er'o"onents.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service Processing Maintenance an Service #rers
General DataDefine efault values for component item
categories
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
Mat%Type Plant Ite. Category
ERSA #000 @
<. )hoose Save.
+esltDefault alues for 'o"onent 'ategories %efine%.
%$$ /ctivate Defalt ale for Crrent Date as BasicDate
*se7n this ste"5 you 'an %efine for hi'h "lants the 'urrent %ate shoul% be "ro"ose% as a basi'%ate for the or%er.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service Processing Maintenance an Service #rers
General DataDefine efault values for Current Date as !asic
Date
Transaction Co"e SP+,
2. Set flag Default 'urrent Date for Planning Plant #000
3. )hoose Save.
+eslt)urrent %ate as %efine% as %efault alue.
%$ Define Defalt ales for *nits for ,peration
*se
4he "ur"ose of this a'tiity is to s"e'ify the %efault alues for units of the %uration an% theor( out"ut of an o"eration.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance an
Service Processing Maintenance an Service #rers
General Data Define Default alues for 5nits for #peration
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Planning "lant #000
1or.%uratn un. H
8nit for or( H
<. )hoose Save.
+eslt4he %efault alues for units of the %uration an% the or( out"ut of an o"eration are s"e'ifie%.
%$ Define Crrency for Maintenance Statistics*se4he "ur"ose of this a'tiity is to %efine in hi'h 'urren'y "lant aintenan'e statisti'al %ata isanage%.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service 'nformation
S&stems for Plant Maintenance an Customer Service Define
Currenc& for Maintenance Statistics
Transaction Co"e SP+,
2. n the folloing s'reen5 a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Statisti's 'urren'y E8R
Short tet Euro
3. )hoose Save.
+eslt)urren'y for *aintenan'e Statisti's is %efine%.
%$1 /ssign ale Categories to Maintenance Costey -igres
*se4he "ur"ose of this a'tiity is to allo'ate alue 'ategories to P* 'ost (ey figures "re%efine%by SAP. 4he alue 'ategory grou"s seeral 'ost eleent a''ounts together.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service 'nformation
S&stems for Plant Maintenance an Customer Service Assign
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
alue Categories to Maintenance Cost (e& )igures
Transaction Co"e SP+,
2. )hoose New entries.
3. n the folloing s'reen5 a(e the folloing entries
Costey-ig ale cat% ey figre "escript% ale cat% "escript%
7A*A4SE IJP*0# 7nternal aterial P* 7nternal aterial
7A*A4SF IJP*03 Eternal aterial P* Eternal aterial
7APERSE IJP*0< 7nternal e"loyees P* 7nternal e"loyees
7APERSF IJP*02 Eternal e"loyees P* Seri'es
<. )hoose Save.
+eslt:alue 'ategories to aintenan'e 'ost (ey figures are assigne%.
%$6 Maintaining Storage ocation
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Enterprise Structure Definition Materials Management
Maintain storage location
Transaction Co"e SP+,
2. n the Determine 6or4 Area1 Entr& %ialog bo5 aintain &P0# an% 'hoose Enter .3. n the Change iew /Storage locations01 #verview s'reen5 'hoose New Entries an%
a(e the folloing entries
-iel" na.e Description *ser action an"vales
Co..ent
S@o' Storage lo'ation I0#
Des'ri"tion )H Storage 4an(
<. )hoose Save.
%$4 Defining Prchasing !rops
*se4he "ur"ose of this a'tiity is to %efine "ur'hasing grou"s.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Materials Management Purchasing Create Purchasing
Groups
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
Transaction Co"e SP+,
2. n the net s'reen5 'hoose New Entries an% a(e the folloing entries
-iel" na.e Description *ser action an" vales Co..ent
Pur'hasing Grou" I<
Des'ri"tion ". grou" Eternal seri'es
4el. no. "ur'h. grou" 0622<##02
3. )hoose Save.
+eslt4he "ur'hasing grou"s hae been %efine%.
%$8 Defining Person +esponsi2le for <or' Center
*se4he "ur"ose of this a'tiity is to %efine a "erson res"onsible for or( 'enter.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Prouction !asic Data 6or4 Center General Data
Determine person responsi$le
Transaction Co"e ,P#0
2. n the Change iew /Person *esponsi$le for 6or4 Center01 #verview s'reen 'hoose
New entries.
3. n the New Entries1 Details of Ae Entries s'reen a(e the folloing entries
ey fiel" ntry
Plant #000
Pers. res"ons. 00#
Des'ri"tion $or( 'enter res"onsible
<. )hoose Save.
+eslt A "erson res"onsible for or( 'enter as %efine%.
Master Data4he folloing a'tiities %es'ribe the aster %ata reuire% for this &uil%ing &lo'(. 4he ste"s %onot %es'ribe the transa'tions in %etail but list the releant transa'tion an% the 'orres"on%ingaster %ata file. For ore %etails on using the in%ii%ual transa'tions refer to the nline Hel"in the syste.
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
%# Creating Materials for Plant Maintenance
*se4he "ur"ose of this a'tiity is to 'reate s"are "art aterials5 hi'h are aailable in storagehen reuire% by the aintenan'e "ersonnel.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Plant Maintenance Management of"echnical #$%ects Material Create 7General8
Transaction Co"e MM0#
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB77=MM0#=/=I<S=,0#1=>0#=860%T?T
+eslt
S"are "art aterials ith the nubers )H!, are 'reate%.
%$ /ssigning 5.2er +ange for Tas' ists
*se4he "ur"ose of this a'tiity is to 'reate an eternal nuber range for tas( lists.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
IM! Men Plant Maintenance an Customer Service Maintenance
Plans9 6or4 Centers9 "as4 Lists an P*"s "as4 Lists
Control Data Define Num$er range for General
Maintenance "as4 Lists
Transaction Co"e SP+,
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB#0=S5+,=,00=P0$=860%T?T
+eslt4he tas( lists nuber range 4@! is 'reate%.
% Creating <or' Centers for Plant Maintenance
*se4he "ur"ose of this a'tiity is to 'reate or( 'enters5 hi'h re"resent s"e'ifi' grou"s of "lantaintenan'e or(ers.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Plant Maintenance Management of"echnical #$%ects Environment 6or4 Centers
6or4 Center
'*32 - Create
Transaction Co"e I+0#
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB#0=<,+=C5T+=,777=P07=860%T?T
+eslt$or( 'enters ith the nuber RES! are 'reate%.
% Creating en"or for Different /ccont !rops
*se4he "ur"ose of this a'tiity is to 'reate en%or for %ifferent A''ount Grou"s. A en%or is abusiness "artner fro ho goo%s an% seri'es 'an be "ro'ure%.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Materials Management Purchasing
Master Data enor Central Create
Transaction Co"e ?0#
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB#1=?0#=,0#0=>0=860%T?T
%1 Creating -nctional ocations
*se4he "ur"ose of this a'tiity is to 'reate fun'tional lo'ations5 hi'h re"resent the stru'ture of
the "lant in in'reasingly greater leels of %etails.
Prere&isites4he "lant aintenan'e or( 'enters ust hae been 'reate% ithin the syste.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Plant Maintenance Management of"echnical #$%ects )unctional location Create
Transaction Co"e I0#
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB#0=I0#=,00=P$6=860%T?T
+esltFun'tional lo'ations for ea'h of the %ifferent leels reuire% are 'reate%.
%6 Creating &ip.ents
*se
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
4he "ur"ose of this a'tiity is to 'reate eui"ent reuire% for the use ithin the "lantaintenan'e o%ule.
Prere&isites4he "lant aintenan'e or( 'enters ust hae been 'reate% ithin the syste.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Plant Maintenance Management of"echnical #$%ects E,uipment 'E32 . Create7General8
Transaction Co"e I0#
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB#0=I0#=,00=P$6=860%T?T
+eslt
Eui"ent ith an% ithout serial nubers for use ithin the "lant aintenan'e o%ule is'reate%.
%4 Creating Maintenance /sse.2lies
*se4he "ur"ose of this a'tiity is to 'reate s"e'ial ty"es of aterials (non as aintenan'easseblies5 hi'h 'an later be use% in bill of aterials.
Proce"re
#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Plant Maintenance Management of"echnical #$%ects Material Create 7Special8 Maintenance Assem$l&
Transaction Co"e MMP#
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB#0=MMP#=,006=P$6=860%T?T
+eslt*aintenan'e asseblies for use ithin bill of aterials are 'reate%.
%8 Creating an" Changing &ip.ent Bill of Materials
*se4he "ur"ose of this a'tiity is to 'reate the bill of aterials5 hi'h are lin(e% %ire'tly to a"arti'ular eui"ent.
Prere&isites*aintenan'e Asseblies hae been 'reate%. Eui"ent has been 'reate%.
Proce"re
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SAP Best Practices Plant *aintenan'e &asi's +,60- )onfiguration Gui%e
#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Maintenance Management of "echnical#$%ects !ill of material E,uipment !#M Create
Transaction Co"e IB0#
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB#0=IB0#=,777=P$6=860%T?T
+eslt4he bills of aterials ere 'reate%.
%7 Creating an" Changing Material Bill of Materials
*se4he "ur"ose of this a'tiity is to 'reate bill of aterials5 hi'h are lin(e% %ire'tly to a "arti'ular
aterial.
Prere&isites*aintenan'e Asseblies hae been 'reate%. *aterials hae been 'reate%.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Plant Maintenance Management of"echnical #$%ects !ill of Material Material !#M Create
Transaction Co"e CS0#
2. Refer to the folloing file for %etails of the aster %ata reuire%SMB#0=B,M=,778=P07=860%T?T
+eslt4he bills of aterials ere 'reate%.
%#0 Creating Info +ecor"
*se4he "ur"ose of this a'tiity is to 'reate the info re'or%. 4he info re'or% establishes the lin(beteen aterial an% en%or5 thus fa'ilitating the "ro'ess of sele'ting uotations. Forea"le5 the info re'or% shos the unit of easure use% for or%ering fro the en%or5 an%in%i'ates en%or "ri'e 'hanges affe'ting the aterial oer a "erio% of tie.
Proce"re#. A''ess the a'tiity using one of the folloing naigation o"tions
S/P Men Logistics Materials Management Purchasing
Master Data 'nfo *ecor Create
Transaction Co"e M##
2. Refer to the folloing file for %etails of the aster %ata reuire%
SMB77=M##=,$10=>0#=860%T?T