Utilities_Building_Blocks_China_Maintenance Order _881_BB_ConfigGuide.doc

EHP3 for SAP ERP 6.0

December 2009

English

Maintenance Order Management with Notification (881)

SAP AGDietmar-Hopp-Allee 1669190 Walldorf

Building Block Configuration Guide

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide

Germany

© SAP AG of 64

SAP Best Practices


Copyright

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Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

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Contents

Maintenance Order Management with Notification: Configuration Guide........................................6

1 Purpose................................................................................................................................... 6

2 Preparation.............................................................................................................................. 6

2.1 Prerequisites.................................................................................................................. 6

2.1.1 Building Blocks..........................................................................................................6

3 Configuration........................................................................................................................... 6

3.1 Plant Maintenance and Customer Service Configuration..............................................6

3.1.1 Maintaining Budget Profile.........................................................................................6

3.1.2 Configuring Order Types...........................................................................................7

3.1.3 Indicating Order Types for Refurbishment Processing..............................................9

3.1.4 Configuring Number Ranges...................................................................................10

3.1.5 Assigning Order Types to Maintenance Plants........................................................10

3.1.6 Defining Default Value for Planning Indicator for Each Order Type.........................11

3.1.7 Creating Default Value Profiles for External Procurement.......................................12

3.1.8 Defining Access Sequence for Determining Address Data......................................13

3.1.9 Creating Default Value Profiles for General Order Data..........................................15

3.1.10 Default Values for Task List Data and Profile Assignments.....................................16

3.1.11 Settlement Rule: Defining Time and Creation of Distribution Rule..........................19

3.1.12 Defining Proposed Reference Time for Technical Completion................................20

3.1.13 Defining Notification- and Order Integration............................................................21

3.1.14 Maintaining Control Keys.........................................................................................21

3.1.15 Maintaining Default Values for Control Keys for Order Types.................................24

3.1.16 Defining Maintenance Activity Types.......................................................................24

3.1.17 Assigning Valid Maintenance Activity Types to Maintenance Order Types.............26

3.1.18 Maintaining Costing Variants...................................................................................32

3.1.19 Assigning Costing Parameters and Results Analysis Keys.....................................32

3.1.20 Defining Change Docs, Collective Purc. Req. Indicator, Oper. No. Interval............33

3.1.21 Defining Documentation for Goods Movements for the Order.................................35

3.1.22 Defining Checking Rules.........................................................................................37

3.1.23 Defining Scope of Check.........................................................................................37

3.1.24 Defining Inspection Control.....................................................................................38

3.1.25 Defining Default Values for Component Item Categories........................................39

3.1.26 Defining Account Assignment Cat. and Document Type for Purchase Requisitions39

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Maintenance Order Management with Notification (881): Configuration Guide 3.1.27 Defining Accounting Indicators................................................................................40

3.1.28 Defining Priorities....................................................................................................41

3.1.29 Activating Default Value for Current Date as Basic Date.........................................42

3.1.30 Defining Default Values for Units for Operation.......................................................42

3.1.31 Defining Status Profile.............................................................................................43

3.1.32 Maintaining Scheduling Types.................................................................................48

3.1.33 Setting Scheduling Parameters...............................................................................48

3.1.34 Defining Object Information Keys............................................................................49

3.1.35 Assigning Object Information Keys to Order Types.................................................51

3.1.36 Defining Control Parameters for Completion Confirmations....................................51

3.1.37 Defining Causes for Variances................................................................................53

3.1.38 Copying SAP Script Forms from Client 000.............................................................54

3.1.39 Defining Shop Papers, Forms , print programs and Output Programs....................54

3.1.40 Functional Enhancement.........................................................................................55

3.1.41 Defining Number Ranges for General Maintenance Task Lists...............................57

3.2 Master Data................................................................................................................. 58

3.2.1 Creating Equipment BOM Header...........................................................................58

3.2.2 Changing Equipment BOM Item..............................................................................58

3.2.3 Creating Task List Header.......................................................................................60

3.2.4 Changing Task List Item..........................................................................................62

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Maintenance Order Management with Notification: Configuration Guide

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using eCATTs and BC Sets, use the Best Practices Installation Assistant.

2 Preparation

2.1 Prerequisites2.1.1 Building BlocksBefore you start installing this building block, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_ZH.xls; the placeholder [xx] depends on the SAP Best Practices version you use, e.g. UTL refers to the SAP Best Practices Utilities Package: Prerequisites_Matrix_UTL_EN_ZH.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\BBLibrary\General\.

3 Configuration

3.1 Plant Maintenance and Customer Service Configuration

3.1.1 Maintaining Budget Profile

UseIn the following procedure, you will define a new budget profile.

Procedure1. Access the activity using one of the following navigation option:

Transaction code OKOB

IMG menu Investment Management Internal Orders as Investment Measures Planning and Budgeting Maintain Budget Profile

2. On the Choose Activity dialog box, double-click the Define Budget Profile.

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Maintenance Order Management with Notification (881): Configuration Guide 3. If you are on the Change View Budget Profile for CO Orders: Details screen, choose Back to

return Change View Budget Profile for CO Orders: Overview screen.

4. On the Change View “Budget Profile for CO Orders”: Overview screen, select the entry Profile 0000001 General budget profile and choose Copy.

5. On the next screen, make the following entries:

Field name Description User action and values Comment

Budget profile YU0001

Text Description Maintenance Budget Profile

Past 1

Future Future 3

Total values select

Annual values select

Program type budget

YU02

Exch. Rate Type M

Activation Type 1 Automatic activation during budget allocation

6. Choose Save your entry and go back.

7. Choose Save.

3.1.2 Configuring Order Types

UseIn the following procedure, you will define a new order type.


Transaction code OIOA

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Configure Order Types

2. On the Change View Maintenance Order Types: Overview screen, choose the entry PM01 Maintenance order and choose Copy.

3. On the next screen, make the following entries:


Order Type YU21

Description Generation standard order

Open item management

Select

Settlement profile YU01

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Budget Profile YU0001

Object Class OCOST Overhead costs

Release immediately

Don’t select

4. Choose Save your entry and go back.

5. Choose Save.

6. Repeat step 2 to 5 to define other order types according to the following values:


Order Type YU22

Description Generation overhaul order


Select


Budget Profile Blank


Release immediately

Don’t select


Order Type YU23

Description Generation Preventive order


Select


Budget Profile YU0001


Release immediately

Don’t select


Order Type YU24

Description Generation Refurbishment order


Select


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Budget Profile Blank


Release immediately

Don’t select


Order Type YU25

Description Generation rush order


Select


Budget Profile 000001


Release immediately

Don’t select

7. Choose all the order types you just created, and then choose Goto Translation from the menu.

8. On the Choose languages dialog box, select the indicator of ZH Chinese, and choose Enter to confirm.

9. On the Maintain Texts in Other Languages dialog box, make the following entries:

Order Type Short Text in Chinese

YU21 电厂标准工单YU22 电厂大修工单YU23 电厂预防性维护工单YU24 电厂返修工单YU25 电厂紧急维护工单

10. Choose Save.

3.1.3 Indicating Order Types for Refurbishment Processing

UseIn the following procedure, you will define a new order type.


Transaction code SPRO

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IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Indicate Order Types for Refurbishment Processing

2. On the Change View Indicate Order Types for Refurbishment Processing: Overview screen, set flag on indicator Refurbishment order for order type YU24.

3. Choose Save.

3.1.4 Configuring Number Ranges

UseIn the following procedure, you will assign the number ranges to this order type.


Transaction code OION

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Configure Number Ranges

2. On the Order Number Ranges screen, choose Change Group (F6).

3. On the Maintain Number Range Groups screen, make your cursor on the order type YU21, and then choose the Select element (F2) button.

4. Make the indicator for the group Modules.

5. Choose Assign Element/Group (F5).

6. Choose Save.

7. Repeat step 3 to 6 for other order types, for example YU22, YU23, YU24, YU25.

8. Choose Back to return to the IMG.

3.1.5 Assigning Order Types to Maintenance Plants

UseIn the following procedure, you assign the order types to maintenance plant.


Transaction code OIOD

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Assign Order Types to Maintenance Plants

2. Choose New entries.

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Maintenance Order Management with Notification (881): Configuration Guide 3. On the window, make the following entries:

Field name Plpn Type

Entry 1 1000 YU21

Entry 2 1000 YU22

Entry 3 1000 YU23

Entry 4 1000 YU24

Entry 5 1000 YU25

4. Choose Save.

3.1.6 Defining Default Value for Planning Indicator for Each Order Type

UseIn this section, you can define a default value of the order planning indicator for each order type

The order planning indicator is used for selection and statistical analyses in the Plant Maintenance and Customer Service Information System.

Three order planning indicators are predefined by SAP:

Planned order. You should use this indicator for order types, for which tasks can be anticipated.

Unplanned order. You should use this indicator for order types, for which the task cannot be anticipated, but also need not be performed immediately.

Immediate order. You should use this indicator for order types, for which the necessity of the task cannot be anticipated, but where the task must be performed immediately.


Transaction code OIOS

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Define Default Value for Planning Indicator for Each Order Type


3. On the window, make the following entries:

Field name Order type Unplanned order Immediate order Planned order

Entry 1 YU21 Select

Entry 2 YU22 Select

Entry 3 YU23 Select

Entry 4 YU24 Select

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Field name Order type Unplanned order Immediate order Planned order

Entry 5 YU25 Select

4. Choose Save.

3.1.7 Creating Default Value Profiles for External Procurement

UseIn this step, you will define the profiles for external procurement of services and materials.

In the external processing profile, you can assign default values when you create purchase requisitions from maintenance orders.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Create Default Value Profiles for External Procurement




ExternProfile Profile Code YU00001

Profile Profile description external material_G

Cost Element 50010101

Purchasing Org. 1000

Purch. Group 100

Material Group YU88888

4. Choose Enter to save your entry

5. Choose F8 to enter next profile.

6. Repeat step 3 to 5 maintenance other three profiles:



Profile Profile description external service_G



Purch. Group 100

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Profile Profile description external material_D



Purch. Group 100




Profile Profile description external service_D



Purch. Group 100


7. Choose Save.

3.1.8 Defining Access Sequence for Determining Address Data

UseIn this step, you can define the access sequence to determine the address data.

The address data will be used to provide the delivery address for the one-time address of a purchase requisition.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Define Access Sequence for Determining Address Data


3. On the New Entries: Overview of Added Entries screen, make the following entries:

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PLPL 1000

TYPE YU21

TYP OKP

A1 1

A2 2

A3 3

A4 4

A5 5


PLPL 1000

TYPE YU22

TYP OKP

A1 1

A2 2

A3 3

A4 4

A5 5


PLPL 1000

TYPE YU23

TYP OKP

A1 1

A2 2

A3 3

A4 4

A5 5


PLPL 1000

TYPE YU24

TYP OKP

A1 1

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A2 2

A3 3

A4 4

A5 5


PLPL 1000

TYPE YU25

TYP OKP

A1 1

A2 2

A3 3

A4 4

A5 5

4. Choose Save..

3.1.9 Creating Default Value Profiles for General Order Data

UseIn this step, you will define default values for further order data.

The setting here is the default data provide by system. In this step, user just checks.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Create Default Value Profiles for General Order Data

2. If there is only one value here in the system, user will enter to the Change View Default Values for PM/CS Orders: Details screen directly.

3. Otherwise on the Change View “Default Values for PM/CS Orders”: Overview screen, double-click profile 0000001.



Network Profile 0000001

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Description PM: Standard profile

Calculation key 1

Relationship view 1

Graphics profile PM / NETWORK

5. Choose Save.

3.1.10 Default Values for Task List Data and Profile Assignments

UseIn this step, you can define which default values are copied into the order data during the order processing.

In the previous steps, you have maintained a profile for the procurement of material, external processing profiles and a general order profile.

This assignment can by defined individually for each plant and each order type. If the profile is to be independent of order type, you only make an assignment for the PLANT.

If you want the assignment to be intercompany for all plants, you should define only one entry without plant and order type.

You specify the masking of the entries by entering an completely in the input field.

You can continue to maintain a default value unit for external processing.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Default Values for Task List Data and Profile Assignments




Plant 1000

Order Type YU21

Short Text Generation.standard order

ExternProfile YU00002

Mat.Profile YU00001

MaintProfile 0000001

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Act/op UoM H

Operselection select

Wrkcntrselection select

renumber select

Incl.once comp. select

Oper. sorting

4. Choose F8 to the next entries.

5. Repeat step 3 to 4 maintenance other profile assignment.


Plant 1000

Order Type YU22

Short Text Generation overhaul order


Mat.Profile YU00001


Act/op UoM H



renumber select


Oper. sorting


Plant 1000

Order Type YU23

Short Text Generation Preventive order


Mat.Profile YU00001


Act/op UoM H



renumber select


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Oper. sorting


Plant 1000

Order Type YU24

Short Text Generation Referbishment order


Mat.Profile YU00001


Act/op UoM H



renumber select


Oper. sorting


Plant 1000

Order Type YU25

Short Text Generation.rush order


Mat.Profile YU00001


Act/op UoM H



renumber select


Oper. sorting

If you would like to maintain the description in other language, for example Chinese, please logon the system with the desired language, for example ZH

Plant Order Type Short Text

1000 YU21 电厂标准工单

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Plant Order Type Short Text

1000 YU22 电厂大修工单1000 YU23 电厂预防性维护工单 1000 YU24 电厂返修工单1000 YU25 电厂紧急维护工单

6. Choose Save.

3.1.11 Settlement Rule: Defining Time and Creation of Distribution Rule

UseIn this step, you can define for each order type the time by which the settlement rule must be maintained during order processing.

You can also define a default value for the distribution rule for each order type, according to which the settlement rule should be calculated, if an order of this order type has a superior order.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Settlement Rule: Define Time and Creation of Distribution Rule



Order cat. YU21

Settlement rule time

Mandatory for completion

Distrib. Rule sub_order

No special handling of sub_order


Order cat. YU22





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Order cat. YU23






Order cat. YU24


2 Distribution rule for release




Order cat. YU25





3. Choose Save.

3.1.12 Defining Proposed Reference Time for Technical Completion

UseIn this work step, you can define a reference time for the technical completion of the order.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Define Proposed Reference Time for Technical Completion


Field name Type Ref. time

Entry 1 YU21

Entry 2 YU22

Entry 3 YU23

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Field name Type Ref. time

Entry 4 YU24 3

Entry 5 YU25

3. Choose Save.

3.1.13 Defining Notification- and Order Integration

UseIn this work step you can define whether you want to maintain notification data and order data in the one screen.

This means that you can create another notification directly when entering the order.

In the order header data screen, you find some central data fields for the notification, which you can maintain completely if desired.

Because the notification is created automatically by the system, here you can define the order types for which these functions should be used and which notification type the system should use.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Define Notification and Order Integration

2. On the window, enter the following value

Field name Order Type Noti. Type

Entry 1 YU21 U1

Entry 2 YU22 U1

Entry 3 YU23 U1

3. Choose Save.

3.1.14 Maintaining Control Keys

UseIn this step, you maintain the allowed control keys for the individual operations of the maintenance orders.

Using the control key of the operation you determine

which business functions you want to carry out

how you want to deal with the operation

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IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Control Key Maintain Control Keys

2. Choose PM01 and double-click it.



Control key PM01

description Plant maintenance - internal

Scheduling Select

Det. Cap. Req. Select

Cost Select

Print Select

Print time trc. Select

Confirmation 2

Print confirm Select

Ext. processing blank

Service blank

Sched.ext.op. blank

4. Choose Save.

5. Choose Back.

6. Choose PM03 and double-click it.



Control key PM03

description Plant maintenance-External(services)

Scheduling blank

Det. Cap. Req. blank

Cost Select

Print Select

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Print time trc. blank

Confirmation blank

Print confirm blank

Ext. processing +

Service Select

Sched.ext.op. blank


Control key PM02

description Plant maintenance - external

Scheduling Select


Cost Select

Print blank

Print time trc. blank

Confirmation blank

Print confirm blank

Ext. processing +

Service blank

Sched.ext.op. Select


Control key PM05

description Plant maintenance - internal (service)

Scheduling Select


Cost Select

Print Select

Print time trc. Select

Confirmation 2

Print confirm Select

Ext. processing

Service Select

Sched.ext.op. blank

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Maintenance Order Management with Notification (881): Configuration Guide 8. Choose Save.

3.1.15 Maintaining Default Values for Control Keys for Order Types

UseIn this step, you can determine which control key is proposed in the operations of maintenance orders for the combination maintenance plant and order type.


Transaction code OIO6

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Control Key Maintain Default Values for Control Keys for Order Types

2. Choose 1000/YU21.

3. Double-click it.



Control key PM01

5. Choose Save.

6. Choose Back.

7. Repeat step 2 to 6, maintenance other order types you just created.

3.1.16 Defining Maintenance Activity Types

UseIn this step, you determine the allowed maintenance activity types.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Maintenance Activity Type Define Maintenance Activity Types


3. On the new entries, details of added entries, make the following entries

Field name MAT MAT Description(EN) MAT Description(ZH)

Entry 1 G01 Fixed inspection 定检

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Entry 2 G02 inspection 检查 Entry 3 G03 replacement 更换Entry 4 G04 adjustment 调整Entry 5 G05 modification 修改Entry 6 G06 repair 修理Entry 7 G07 Correction 矫正Entry 8 G08 clean 清理Entry 9 G09 calibration 校验Entry 10 G10 welding 焊接Entry 11 G11 complement 补足Entry 12 G12 reinforcement 紧固Entry 13 G13 dredging 疏通 Entry 14 G14 recover 恢复Entry 15 G15 reposition 复位Entry 16 G16 test 试验Entry 17 G17 reconstruction 改造 Entry 18 G18 plugging 封堵Entry 19 G19 backout 拆除Entry 20 G20 lubrication 润滑Entry 21 G21 splice 胶接Entry 22 G22 measurement 测量Entry 23 G23 view 观察Entry 24 G24 others 其他Entry 25 G25 no such defect 无此缺陷

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Entry 26 G26 submit for censorship 送检Entry 27 G27 verification 检定 Entry 28 G28 repair 修理Entry 29 G29 technological transformation 技改 Entry 30 G30 safety measure 安措Entry 31 G31 turn over measure 反措Entry 32 G32 regulation 整定Entry 33 G33 Regular inspection 巡视

If you would like to maintain the short text in other language, for example Chinese: choose all the lines you just created, and then choose GotoTranslation from the menu.

4. Choose Save.

3.1.17 Assigning Valid Maintenance Activity Types to Maintenance Order Types

UseIn this step, you can determine which maintenance activities are allowed with which order types.


Transaction code OIO5

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Maintenance Activity Type Assign Valid Maintenance Activity Types to Maintenance Order Types




Type YU21

MAT G01


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Field name TYPE MAT

Entry 002 YU21 G02

Entry 003 YU21 G03

Entry 004 YU21 G04

Entry 005 YU21 G05

Entry 006 YU21 G06

Entry 007 YU21 G07

Entry 008 YU21 G08

Entry 009 YU21 G09

Entry 010 YU21 G10

Entry 011 YU21 G11

Entry 012 YU21 G12

Entry 013 YU21 G13

Entry 014 YU21 G14

Entry 015 YU21 G15

Entry 016 YU21 G16

Entry 017 YU21 G17

Entry 018 YU21 G18

Entry 019 YU21 G19

Entry 020 YU21 G20

Entry 021 YU21 G21

Entry 022 YU21 G22

Entry 023 YU21 G23

Entry 024 YU21 G24

Entry 025 YU21 G25

Entry 026 YU21 G26

Entry 027 YU21 G27

Entry 028 YU21 G28

Entry 029 YU21 G29

Entry 030 YU21 G30

Entry 031 YU21 G31

Entry 032 YU21 G32

Entry 033 YU21 G33

Entry 034 YU22 G01

Entry 035 YU22 G02

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Field name TYPE MAT

Entry 036 YU22 G03

Entry 037 YU22 G04

Entry 038 YU22 G05

Entry 039 YU22 G06

Entry 040 YU22 G07

Entry 041 YU22 G08

Entry 042 YU22 G09

Entry 043 YU22 G10

Entry 044 YU22 G11

Entry 045 YU22 G12

Entry 046 YU22 G13

Entry 047 YU22 G14

Entry 048 YU22 G15

Entry 049 YU22 G16

Entry 050 YU22 G17

Entry 051 YU22 G18

Entry 052 YU22 G19

Entry 053 YU22 G20

Entry 054 YU22 G21

Entry 055 YU22 G22

Entry 056 YU22 G23

Entry 057 YU22 G24

Entry 058 YU22 G25

Entry 059 YU22 G26

Entry 060 YU22 G27

Entry 061 YU22 G28

Entry 062 YU22 G29

Entry 063 YU22 G30

Entry 064 YU22 G31

Entry 065 YU22 G32

Entry 066 YU22 G33

Entry 067 YU23 G01

Entry 068 YU23 G02

Entry 069 YU23 G03

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Field name TYPE MAT

Entry 070 YU23 G04

Entry 071 YU23 G05

Entry 072 YU23 G06

Entry 073 YU23 G07

Entry 074 YU23 G08

Entry 075 YU23 G09

Entry 076 YU23 G10

Entry 077 YU23 G11

Entry 078 YU23 G12

Entry 079 YU23 G13

Entry 080 YU23 G14

Entry 081 YU23 G15

Entry 082 YU23 G16

Entry 083 YU23 G17

Entry 084 YU23 G18

Entry 085 YU23 G19

Entry 086 YU23 G20

Entry 087 YU23 G21

Entry 088 YU23 G22

Entry 089 YU23 G23

Entry 090 YU23 G24

Entry 091 YU23 G25

Entry 092 YU23 G26

Entry 093 YU23 G27

Entry 094 YU23 G28

Entry 095 YU23 G29

Entry 096 YU23 G30

Entry 097 YU23 G31

Entry 098 YU23 G32

Entry 099 YU23 G33

Entry 100 YU24 G01

Entry 101 YU24 G02

Entry 102 YU24 G03

Entry 103 YU24 G04

© SAP AG of 64

SAP Best Practices


Field name TYPE MAT

Entry 104 YU24 G05

Entry 105 YU24 G06

Entry 106 YU24 G07

Entry 107 YU24 G08

Entry 108 YU24 G09

Entry 109 YU24 G10

Entry 110 YU24 G11

Entry 111 YU24 G12

Entry 112 YU24 G13

Entry 113 YU24 G14

Entry 114 YU24 G15

Entry 115 YU24 G16

Entry 116 YU24 G17

Entry 117 YU24 G18

Entry 118 YU24 G19

Entry 119 YU24 G20

Entry 120 YU24 G21

Entry 121 YU24 G22

Entry 122 YU24 G23

Entry 123 YU24 G24

Entry 124 YU24 G25

Entry 125 YU24 G26

Entry 126 YU24 G27

Entry 127 YU24 G28

Entry 128 YU24 G29

Entry 129 YU24 G30

Entry 130 YU24 G31

Entry 131 YU24 G32

Entry 132 YU24 G33

Entry 133 YU25 G01

Entry 134 YU25 G02

Entry 135 YU25 G03

Entry 136 YU25 G04

Entry 137 YU25 G05

© SAP AG of 64

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Field name TYPE MAT

Entry 138 YU25 G06

Entry 139 YU25 G07

Entry 140 YU25 G08

Entry 141 YU25 G09

Entry 142 YU25 G10

Entry 143 YU25 G11

Entry 144 YU25 G12

Entry 145 YU25 G13

Entry 146 YU25 G14

Entry 147 YU25 G15

Entry 148 YU25 G16

Entry 149 YU25 G17

Entry 150 YU25 G18

Entry 151 YU25 G19

Entry 152 YU25 G20

Entry 153 YU25 G21

Entry 154 YU25 G22

Entry 155 YU25 G23

Entry 156 YU25 G24

Entry 157 YU25 G25

Entry 158 YU25 G26

Entry 159 YU25 G27

Entry 160 YU25 G28

Entry 161 YU25 G29

Entry 162 YU25 G30

Entry 163 YU25 G31

Entry 164 YU25 G32

Entry 165 YU25 G33

5. Choose Save.

3.1.18 Maintaining Costing Variants

UseCosting variants contain control parameters for costing.

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide The costing variant forms the link between the application and Customizing, since all cost estimates are created and saved with reference to a costing variant.

The costing variant determines how costing is carried out. Among other things, it controls how the quantity structure and the value structure are created.



Transaction code OKP6

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Costing Data for Maintenance- and Service Orders Maintain Costing Variants

2. Use the default values of PM01.

3. Choose Save

3.1.19 Assigning Costing Parameters and Results Analysis Keys

UseIn this step, you can set the costing parameters for maintenance orders.


Transaction code OIOF

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Costing Data for Maintenance- and Service Orders Assign Costing Parameters and Results Analysis Keys

2. Choose all of the order types under plant 1000 you previously created

3. Double-click the first item.



Planned var. cal. PM01

Actual var. calc. PM01

5. Choose F8 to next item

6. Choose Save to save your entries after maintenance the last item.

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3.1.20 Defining Change Docs, Collective Purc. Req. Indicator, Oper. No. Interval

UseIn this step, you can define:

Whether changes to the order header are recorded using documents and are displayed in the form of an action log

The increment at which numbers for the individual operations should be assigned

Whether a multi-item purchase requisition (collective purchase requisition) should be generated for external material and operations for each order

Whether a workflow should be generated for changes to dates and quantities for components not held in stock, operations processed externally and external elements, if a purchase requisition is already available

Whether certain order types are maintained using a PDC system

Whether reservations or purchase requisitions relevant to materials planning should be generated:

When an order is created

Only when the order is released



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval



Plnt 1000 Default

Type YU21 Default

Increment 0010

OrdStChgDc Select

CollReqstn Select

Res/PurPq 3 Immediately

PDC active blank

Work flow Select

Change document Select

© SAP AG of 64

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Net order price Select

OpStatChangeDoc Select


Plnt 1000 Default

Type YU22 Default

Increment 0010

OrdStChgDc Select

CollReqstn Select


PDC active blank

Work flow Select





Plnt 1000 Default

Type YU23 Default

Increment 0010

OrdStChgDc Select

CollReqstn Select


PDC active blank

Work flow Select





Plnt 1000 Default

Type YU24 Default

Increment 0010

OrdStChgDc Select

© SAP AG of 64

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CollReqstn Select


PDC active blank

Work flow Select





Plnt 1000 Default

Type YU25 Default

Increment 0010

OrdStChgDc Select

CollReqstn Select


PDC active blank

Work flow Select




3. Choose Save.

3.1.21 Defining Documentation for Goods Movements for the Order

UseIn this step you can define which types of goods movement are documented for each individual PM order.

This function can be called from order processing in list form.

You can determine whether the list contains

goods receipts in respect of purchase orders for the order

planned goods issues for the order

unplanned goods issues for the order and

goods receipts for the refurbishment order in the case of a refurbishment order.

© SAP AG of 64

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IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Goods Movements for Order Define Documentation for Goods Movements for the Order



Plnt 1000 Default

Type YU21 Default

PurchOrder Select

PIGoodsIss Select

UnplGdsIss Select

Gr refurbishment blank

Plnt 1000 Default

Type YU22 Default

PurchOrder Select

PIGoodsIss Select

UnplGdsIss Select


Plnt 1000 Default

Type YU23 Default

PurchOrder Select

PIGoodsIss Select

UnplGdsIss Select


Plnt 1000 Default

Type YU25 Default

PurchOrder Select

PIGoodsIss Select

UnplGdsIss Select


© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide 3. Choose Save.

3.1.22 Defining Checking Rules

UseIn this step, you can define checking rules for the following applications:

Sales and distribution

MRP

Production order processing

Maintenance order processing

Inventory management

You can thus carry out various application-related checks for a material.




IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Availability Check for Material, PRTs and Capacities Define Checking Rules

2. Use the default value 01 and 02, 03.

3.1.23 Defining Scope of Check

UseIn this menu option, you define the check scope. Checking group and checking rule together specify the scope of the check.

You can specify the following:

which elements relevant to MRP (inward goods movements/outward goods movements) are taken into account (for example, purchase requisition, purchase order, planned order)

which stock categories are taken into account

whether replenishment lead time is checked


Procedure

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide 1. Access the activity using one of the following navigation option:

Transaction code OPJJ

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Availability Check for Material, PRTs and Capacities Define Scope of Check

2. Use the default value 01/01 and 02/01

3.1.24 Defining Inspection Control

UseIn this work step, you define the check control. The checking rule together with the checking group specifies the scope of the check.


Transaction code OIOI

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Availability Check for Material, PRTs and Capacities Define Inspection Control

2. On the Change View Order Control: Overview, choose New entries.

3. On the New Entries: Details of Added Entries screen, make the following entries:


Plant 1000

Order type YU21

Availability Check 1

Material availability

Check availability when saving order

select

Checking rule 01

PRT availability

No check select

Capacity availability

No check select

4. Repeat step 2 to 3 for the other order types YU22, YU23, YU24, YU25 under the plant 1000.

5. Choose Save.

3.1.25 Defining Default Values for Component Item Categories

Use

© SAP AG of 64

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Maintenance Order Management with Notification (881): Configuration Guide In this work step, you can determine the proposal values for the item categories of the order components.

The proposal values can be determined dependent on the material type and the maintenance plant



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Default Values for Component Item Categories

2. On the Change View Item category default values for component assignment: O screen, choose New entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries:


Mat. Type ERSA

Plnt 1000

Item category L


Field name Mat. Type Plnt Item category

Entry 1 ROH 1000 L

5. Choose Save .

3.1.26 Defining Account Assignment Cat. and Document Type for Purchase Requisitions

UseIn this step you can define the account assignment category and purchasing document type for purchase requisitions for maintenance and service orders.

For the document type, you can choose whether you always want to generate purchase requisitions for standard purchase orders, contracts or other document types of the purchasing system.

Purchase requisitions for PM/SM orders must always be assigned to PM/SM orders. This means that you must change the standard setting for the account assignment category only if you defined a new account assignment category for order-account assignment in Customizing for the purchasing system.



© SAP AG of 64

SAP Best Practices



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Account Assignment Cat. and Document Type for Purchase Requisitions



Document type NB

Acct.Assgmt.Cat.Gen. F

Acct.Assgmt.Cat.Proj Q

AccAssgmtCat S.Order

E

Sales Doc. - Project D

3. Use the default value of document type NB.

4. Choose Save..

3.1.27 Defining Accounting Indicators

UseIn this work step, you can define the possible accounting indicator.

You later assign the accounting indicator to the order in the order header. It is copied into all the actual postings for this order (costs and revenues) to differentiate the origin.




IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Accounting Indicators




AInd 01

Accounting indicator des.

Gen. accounting indicator

4. Use the default value.

5. Choose Save.

© SAP AG of 64

SAP Best Practices


3.1.28 Defining Priorities

UseYou define priority types in this step.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Priorities

2. On the Choose Activity dialog box, choose Define Priority Types.

3. Check if the default value PM exist or not. If exist choose Back..

PrTyp Priority type

PM PM priorities

4. On the Choose Activity dialog box, choose Define Priorities for Each Priority Type.

5. Use the default value PM.

6. Choose Back.

The setting from step 2 to step 6 is the default data provide by system. In this step, user just checks.

7. On the Choose Activity dialog box, choose Define Priority Type for Orders.

8. On the Change View “Priority type per order type”: Overview screen, assign the priority type to order type you just created:


Type YU21

PrTyp PM

9. On the new entries, details of added entries, make the following entries:

Field name Type PrTyp

Entry 1 YU22 PM

Entry 2 YU23 PM

Entry 3 YU24 PM

Entry 4 YU25 PM

10. Choose Save.

3.1.29 Activating Default Value for Current Date as Basic Date

Use

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide In this step, you can define for which plants the current date should be proposed as a basic date for the order.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Activate Default Value for Current Date as Basic Date



Planning plant 1000

Default current date

Select

3. Choose Save.

3.1.30 Defining Default Values for Units for Operation

UseIn this step, you can specify the default values for units of the duration and the work output of an operation.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Default Values for Units for Operation



Planning plant 1000

Norm.Duratn un. H

Unit for work H

3. Choose Save.

3.1.31 Defining Status Profile

UseThis section explains how to adapt general SAP status management to your requirements.

You can define your own status profiles in menu option User statuses. Every status profile must be allocated to at least one object.

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide Every status profile contains one or more statuses allowed.

For each of these statuses, you can determine the system response within the business transactions predefined by SAP.

In the status profile you can

define your own statuses (user statuses) and document their function in a respective long text

determine the sequence numbers for user statuses which predefine the possible sequence for processing user statuses

define an initial status which is activated automatically when creating the object

determine which user status is automatically activated when carrying out a business transaction

define which operations are allowed or prohibited if a certain status is active


Transaction code OIBS/OIOG

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data User Status for Orders Define Status Profile

2. On the Choose Activity dialog box, choose Define User Status Profile for Orders.

3. Choose Create.



Status profile YU_PM_02

Text order status

Maintenance Language

EN

5. Choose Enter.

6. Double-click the line you just created.

7. On the Change Status Profile: User Status screen, make the following entries:

Field name

Status number

status Short text Init. status

Lowest status

Highest status

Note

Entry1 10 PLAN planning Select 10 15

Entry2 15 WFAP waiting for approve

10 20

Entry3 20 APPR approve 15 25

Entry4 25 RELE release order 20 40

Entry5 30 RFAP re-waitting for 25 50

© SAP AG of 64

SAP Best Practices


Field name

Status number


Lowest status

Highest status

Note

approve

Entry6 35 RAPP re-approve 25 50

Entry7 40 TECO TECO 25 50

Entry8 45 COCO Business complete

40 50

Entry9 50 DEL. deletion 40 50

8. Choose Enter.

9. Choose Object Types.

10. On the Change Status Profile: Allowed Object Types screen, select the maintenance order and RE: Sett. unit cost collector.

11. Choose Enter to confirm your selection.

12. Choose User status to return to the Change Status Profile: User Status screen.

13. Double-click status number 10.

14. Choose Create.

15. On the window, choose the following values

Field name

Business transaction

No influence

Allowed Warning

Forbidd.

No action

Set

Entry1 Release Select Select

16. Choose Enter.

17. Choose Back.


19. Choose Create.


Field name


No influence

Allowed Warning

Forbidd.

No action

Set


21. Choose Enter.

22. Choose Back.


24. Choose Create.


Field name


No influence

Allowed Warning

Forbidd.

No action

Set

Entry1 Goods Movement

Select

Entry2 Goods issue delivery

Select

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide 26. Choose Enter.

27. Choose Back.

28. Double-click status number 35

29. Choose Create.


Field name


No influence

Allowed Warning

Forbidd.

No action

Set


Select

Entry2 Goods issue delivery

Select

31. Choose Enter.

32. Choose Back.


34. Choose Create.


Field name


No influence

Allowed Warning

Forbidd.

No action

Set

Entry1 Maintain settlement rule

Select Select

Entry2 RE: Reset deletion flag

Select Select

Entry3 Technically complete

Select Select

36. Choose Enter.

37. Choose Back.


39. Choose Create.


Field name


No influence

Allowed Warning

Forbidd.

No action

Set

Entry1 Complete Select Select

41. Choose Enter.

42. Choose Back.


44. Choose Create.

45. On the dialog box, choose the following values

© SAP AG of 64

SAP Best Practices


Field name


No influence

Allowed Warning

Forbidd.

No action

Set

Entry1 Set deletion indicator

Select Select

46. Choose Enter.

47. Choose Save.

48. Choose Back. to return the Change Status Profile: Overview screen.

49. Choose Create.

50. On the dialog box, make the following entries:


Status profile YU_PM_04

Text refurbish order user status

Maintenance Language

EN

51. Choose Enter.

52. Double-click the line you just created.


Field name

Status number


Lowest status

Highest status

Comment

Entry1 10 PLAN planning Select 10 15

Entry2 15 RELE Release order 10 20

Entry3 20 TECO TECO 10 30

Entry4 25 COCO Business complete

20 30

Entry5 30 DEL. Deletion 20 30

54. Choose Enter.

55. Choose Object Types.

56. On the Change Status Profile: Allowed Object Types screen, choose the Obj. types maintenance order”.

57. Choose Enter to confirm your selection.

58. Choose User status to return to the Change Status Profile: User Status screen.



Field name


No influence

Allowed Warning

Forbidd.

No action

Set



Select

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide 61. Choose Enter.

62. Choose Back.


64. On the pop-up window, choose the following values

Field name


No influence

Allowed Warning

Forbidd.

No action

Set

Entry1 Remove deletion flag

Select Select

Entry2 Technically complete

Select Select

65. Choose Enter.

66. Choose Back.



Field name


No influence

Allowed Warning

Forbidd.

No action

Set

Entry1 Complete Select Select

69. Choose Enter.

70. Choose Back.



Field name


No influence

Allowed Warning

Forbidd.

No action

Set

Entry1 Mark for deletion

select Select

73. Choose Enter.

74. Choose Save.

75. Choose Back.

76. On the Choose Activity dialog box, choose Assign User Status to Order Types.

77. On the Change View “Status Profile f.MaintOrders”: Overview screen, make the following entries:

Field name

Type Stat. prof.

Entry5 YU21 YU_PM_02




78. Choose Save.

79. Choose Back.

© SAP AG of 64

SAP Best Practices


3.1.32 Maintaining Scheduling Types

UseIn this step, you can maintain the allowed scheduling types.

Before you delete existing scheduling types because they are not needed for maintenance processing, you should check whether they are used by other user departments


Transaction code OIOT

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Scheduling Maintain Scheduling Types

2. Use the default value.

3.1.33 Setting Scheduling Parameters

UseIn this step, you can set scheduling parameters for every maintenance order type and every maintenance plant.

In addition to the scheduling type, you can determine further scheduling parameters:

Automatic scheduling

Display scheduling log automatically after scheduling

Maximum number of days for start in the past

Automatic adjustment of the start/finish dates

Shift order indicator

Scheduling to incorporate breaks (breaks at the work center are taken into account when scheduling is created)


Transaction code OPU7

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Scheduling Set Scheduling Parameters


3. On the dialog box, enter the following value

© SAP AG of 64

SAP Best Practices



Plant 1000

Order type YU21

ProdScheduler *

Adjust dates Adjust basic dates, adjust dep. Reqmts to operation date

Scheduling type 5 forwards in time

Automatic scheduling

Blank

4. Choose copy to create the entry for the other order types you just created in plant 1000. For example: YU22,YU23, YU24 and YU25.

5. Choose Save.

3.1.34 Defining Object Information Keys

UseIn this step you can define different object information keys.

An object information key can be assigned to

functional location categories

equipment categories

notification types

PM order types

Via the parameterization of the object information key, you determine the data of a technical object (equipment, functional location, structure) that is shown in a special information window.Furthermore, the object information contains history data from the PM Information System and data from the notifications and orders carried out.Via the parameterization of the object information, you can define whether the notification and order information should be displayed

for a technical object,

for the higher-level object, or

for the entire structure.

Furthermore, you can determine whether the object information should be displayed

via a pushbutton or

automatically when object information is selected for the object specified.

To activate the display depending on notification and order data, you can define threshold values which are used to select historical data through the PM Information System. When one of the threshold values is reached, the object information is displayed and is indicated with the symbol @03@ in the object information mask.

Procedure

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide 1. Access the activity using one of the following navigation option:

Transaction code OIMD

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Object Information Define Object Information Keys

2. On the Change View Object info parameters: Overview screen, double click the object information key PM.

3. On the Change View Object info parameters: Details screen, make the following entries:


automatically select

Reference for notification and class selection

Object select

Info. System – time frame and threshold values

BreakdnReported 2

NotifsCreated 2

Orders created 2

Processg days 3

CompletedNotif 2

Compl. orders 2

Notifications – selection and automatic display

SelComNotifs Select

Sel.days 365

Contract – automatic display

none select

4. Choose Save.

3.1.35 Assigning Object Information Keys to Order Types

UseIn this step you can assign an object information key to each order type.


Transaction code OIOJ

IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Object Information Assign Object Information Keys to Order Types

2. On the Change View Object Info for Order Type: Overview screen, make the following entries:

© SAP AG of 64

SAP Best Practices


Order Type Object Info

YU21 PM

YU22 PM

YU23 PM

YU24 PM

YU25 PM

3. Choose Save.

3.1.36 Defining Control Parameters for Completion Confirmations

UseIn this work step, you maintain the control parameters for completion confirmations in maintenance orders.

You can set control parameters for each order type.

Using the completion parameters, you define:

Which data is proposed for entry

The severity with which inspections should be performed

How the completion confirmation processes are controlled



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Completion Confirmations Define Control Parameters for Completion Confirmations

2. Choose New entries on Change View Completion Confirmations: Overview screen.

3. On the New Entries: Details of Added Entries screen, make the following entries:


Plant 1000

Network type YU21

Final confirmation Select

Post open reserve. Select

Propose dates Select

Propose activities Select

All componence Select

Actual cost Select

© SAP AG of 64

SAP Best Practices



Goods movement Select

4. Choose Save

5. Choose Back.

6. Repeat step 2 to 5, make the following entries:


Plant 1000

Network type YU22





All componence

Actual cost

Goods movement


Plant 1000

Network type YU23





All componence

Actual cost

Goods movement


Plant 1000

Network type YU24





All componence

© SAP AG of 64

SAP Best Practices



Actual cost



Plant 1000

Network type YU25





All componence Select

Actual cost Select


7. Choose Save.

3.1.37 Defining Causes for Variances

UseIn this work step you can define reasons or causes for deviations.



IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Completion Confirmations Define Causes for Variances


3. On the pop-up window, enter the following value

Plant Cause EN Description ZH Description

1000 0001 Machine malfunction 机械故障1000 0002 Operating error 操作错误1000 0003 Defective material 物料缺陷

4. Choose Save.

3.1.38 Copying SAP Script Forms from Client 000

Use

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide The purpose of this activity is to copy the following SAP script forms from client 000 into the customer namespace YU_* in your installation client:

/SMB12/YU_COMMON

Note that if you have already installed this building block in another client in your system, the forms will already be included in a transport request. This means that the forms are locked for change in the current implementation client and an error occurs. In this case, you must remove the objects from the transport request in the other client (transaction SE09) before you can carry out this step.

Procedure1. Access the activity using one of the following navigation options:

Transaction code SA38

IMG menu System Services Reporting

2. On the ABAP: Program Execution screen, enter the following data:


Program RSTXFCPY

3. On the ABAP: Program Execution screen, choose Execute (F8) from the application bar.

4. On Copy Forms Between Clients screen, enter the following data:

Form Name Source Client

Target Form Original Language Only

Flow Trace

/SMB12/YU_COMMON 000 YU_PM_COMMON Deselect Select

5. Choose Execute (F8).

6. On Create Object Directory Entry screen, enter the following data: in the field Package the value of your required package, for example, Z001 and create a new workbench request if required.

7. Choose Back (F3).

.

3.1.39 Defining Shop Papers, Forms , print programs and Output Programs

UseYou can define carious shop papers and their print layout in this step.



© SAP AG of 64

SAP Best Practices


IMG menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Print Control Define Shop Papers, Forms and Output Programs

2. On the Choose Activity dialog box, choose Define Shop Papers.



Shop paper 2031

Output program RIPRJT00

Form Routine PRINT_PAPER

Form YU_PM_COMMON

Description Utility Job Ticket

Archive obj.ID PMOWORKPAP

Operation status Select

Completion slip Select

4. Choose Save.

5. Choose Back twice.

6. On the Choose Activity dialog box, choose Define Shop Papers for Order Type.




Document type *

Shop paper 2031

Selection text Default –(X) selected

selection Select

9. Choose Save.

3.1.40 Functional Enhancement

UseAfter creating work order, the quantity of components in the work order must not be changed.

This activity is cross client. If you have done this enhancement in other client, you can skip this procedure here.


© SAP AG of 64

SAP Best Practices


SAP ECC menu Tools ABAP Workbench Utilities Enhancements Project Management

Transaction code CMOD

2. On the Project Management of SAP Enhancement screen, enter ZSWT1 in the Project field. Choose Create.

3. On the Attributes of Enhancement Project: ZSWT1 screen, enter Change work order in the Short text filed.

4. Choose Save. Choose or create your own customizing change request, and choose Save again.

5. Choose Enhancement Assignments button. On the Sap Enhancements in Enhancement Project ZSWT1 screen, enter CNEX0026 in the first line against the field Enhancement.

6. Choose Save.

7. Choose Components button. On the Display ZSWT1 screen, double-click EXIT_SAPLCOMK_005.

8. On the Function Builder: Display EXIT_SAPLCOMK_005 screen, there is an ABAP code INCLUDE ZXCN2U06. Double click the include name ZXCN2U06. Confirm any message with Enter.

9. On the Create Object window, choose Yes.

10. On the ABAP Editor: Display Include ZXCN2U06 screen, copy and paste the following source code:TABLES: jest,tj30t.

DATA: w_tail TYPE c, w_txt04 LIKE tj30t-txt04.

w_tail = header_imp-auart+3(1).

IF w_tail NE '4'. SELECT SINGLE * FROM jest WHERE objnr = header_imp-objnr AND stat LIKE 'E%' AND inact EQ space. IF sy-subrc EQ 0. CLEAR w_txt04. SELECT SINGLE txt04 FROM tj30t INTO w_txt04 WHERE stsma = 'YU_PM_02' AND estat = jest-stat AND spras = 'E'. IF w_txt04 = 'RELE' OR w_txt04 = 'TECO' OR w_txt04 = 'RAPP'. IF resbd_sav_imp-bdmng NE resbd_imp-bdmng. resbd_imp-matxt = resbd_sav_imp-matxt. MESSAGE e845(sd). ENDIF. ENDIF.

ENDIF.ENDIF.

11. Choose Save and Activate.

© SAP AG of 64

SAP Best Practices

Maintenance Order Management with Notification (881): Configuration Guide 12. Choose Back. On the Function Builder: Display EXIT_SAPLCOMK_005 screen, choose

Activate.

13. Choose Back twice. On the Project Management of SAP Enhancements screen, choose Activate.

3.1.41 Defining Number Ranges for General Maintenance Task Lists

UseYou can determine the type of number assignment for the general maintenance task lists in menu option "General maintenance task list number ranges". Here you have two options:

Internal number assignment

In this case, the SAP System assigns the numbers.

External number assignment

In this case, the user assigns the numbers.

In each case, you can set up an internal and external number range for the general maintenance task lists.

You transport number range objects as follows:

Choose Interval Transport on the accounting document Number Range screen.

All intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export.

Dependent tables are not transported or converted.


Transaction code OIL4

IMG menu Plant Maintenance and Customer Service Maintenance Plans, Work Centers, Task Lists and PRTs Task Lists Control Data Define Number Ranges for General Maintenance Task Lists

2. Choose Change Intervals

3. Choose Insert Interval.

4. On the pop-up window, enter the following value


No. YU

From number YU00001

To number YU99999

Ext. Select

5. Choose Insert (Enter)

6. Choose Save to save your entries.

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Maintenance Order Management with Notification (881): Configuration Guide 7. On the window, choose Continue (Enter).

8. Choose Back.

3.2 Master Data3.2.1 Creating Equipment BOM Header


SAP ECC menu Logistics Plant Maintenance Management of Technical Object Bill of Material Equipment BOM Create

Transaction code IB01

2. On Create equipment BOM: Initial Screen screen, make following entries:


Equipment UTL000008

Plant 1000

BOM Usage 4

3. Choose Enter.

4. Choose Save.

5. Repeat step from 2 to 4 for equipment UTL000009, make following entries:


Equipment UTL000009

Plant 1000

BOM Usage 4

3.2.2 Changing Equipment BOM Item


SAP ECC menu Logistics Plant Maintenance Management of Technical Object Bill of Material Equipment BOM Change

Transaction code IB02

2. On Change equipment BOM: Initial Screen screen, make following entries:


Equipment UTL000008

Plant 1000

BOM Usage 4

3. Choose Enter.

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Maintenance Order Management with Notification (881): Configuration Guide 4. On Change equipment BOM:General Item Overview screen, make following entries:

Item ICt Component description Quantity

0010 L UTL-M300 100

0020 L UTL-M301 100

0030 L UTL-M302 100

0040 L UTL-M303 100

0050 L UTL-M304 100

0060 L UTL-M305 100

5. Choose Save.

6. Repeat step from 2 to 5 for equipment UTL000009, make following entries:


Equipment UTL000009

Plant 1000

BOM Usage 4

Item ICt Component description Quantity

0010 L UTL-M301 100

0020 L UTL-M306 100

0030 L UTL-M307 100

0040 L UTL-M308 100

0050 L UTL-M309 100

0060 L UTL-M310 100

0070 L UTL-M311 100

3.2.3 Creating Task List Header


SAP ECC menu Logistics Plant Maintenance Preventive Maintenance Work Scheduling Task Lists General Maintenance Task List Create

Transaction code IA05

2. On Create General Task List: Initial screen screen, make following entries:


Group YU00011

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Key date For example:2009.01.01 Before date.

3. On Create General Task List: Header General View screen, make following entries:


Group Counter 1

Planning plant 1000

Description 交流润滑油泵-日常 Before date.

Status 4

Usage 4

Work center UTL-G008

4. Confirm your entries, choose Save.

5. Repeat step from 2 to 4, make following data:


Group YU00011


Group Counter 2

Maintenance strategy YU0001

Planning plant 1000

Description 交流润滑油泵-策略 Before date.

Status 4

Usage 4



Group YU00012


Group Counter 1

Planning plant 1000

Description 液力偶合器-日常 Before date.

Status 4

Usage 4



Group YU00012

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Group Counter 2

Planning plant 1000

Description 液力偶合器-策略 Before date.

Status 4

Usage 4



Group YU00013


Group Counter 1

Planning plant 1000

Description 离心泵-日常 Before date.

Status 4

Usage 4



Group YU00013


Group Counter 2

Planning plant 1000

Description 离心泵-策略 Before date.

Status 4

Usage 4



Group YU00014


Group Counter 1

Planning plant 1000

Description 循环水泵-日常 Before date.

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Status 4

Usage 4



Group YU00014


Group Counter 2

Planning plant 1000

Description 循环水泵-策略 Before date.

Status 4

Usage 4


3.2.4 Changing Task List Item


SAP ECC menu Logistics Plant Maintenance Preventive Maintenance Work Scheduling Task Lists General Maintenance Task List Change

Transaction code IA06

2. On Change General Task List: Initial screen screen, make following entries:


Group YU00011

3. Choose Enter.

4. On Change General Task List: Task List Overview screen, double-click 1 on counter.

5. On Change General Task List: Operation Overview screen, make following entries:

OpAc Operation Description Work ActTyp

0010 1：修前准备 1 YU02

0020 2：外观检查 2 YU02

0030 3：工作许可 4 YU02

0040 4：现场准备 4 YU02

0050 5：润滑油泵解体 4 YU02

0060 6：全面检查 6 YU02

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OpAc Operation Description Work ActTyp

0070 7：测量 10 YU02

0080 8：润滑油泵装复 4 YU02

0090 9：检查现场工具有无遗漏，自验收合格

4 YU02

0100 10：运行部门验收合格 2 YU02

0110 11：恢复设备状态，并清理施工现场

3 YU02

6. Choose Enter.

7. Choose 0070, choose Components.

8. On General maintenance Task List Change: Component Overview screen, make following entries:


Material UTL-M302

Quantity 1

9. Confirm your entries, choose Operation.

10. Choose 0080, choose Components.

11. On General maintenance Task List Change: Component Overview screen, make following entries:


Material UTL-M304

Quantity 2

12. Confirm your entries, choose Operation.

13. Choose Save.

14. Repeat step from 2 to 13 according external file: SMB12_IA06_O001_881.TXT to run.

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Utilities_Building_Blocks_China_Maintenance Order _881_BB_ConfigGuide.doc

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