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User Manual Plant Maintenance Preventive Maintenance – Strategy Plan (Multi cycle) 1
User Manual
Plant Maintenance
Preventive Maintenance – Strategy Plan (Multi cycle)
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Plant Maintenance
Abbreviations
R Required entry field (used in the end-user procedures)
O Optional entry field(used in the end-user procedures)
C Conditional field(used in the end-user procedures)
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Contents
Preventive Maintenance........................................................................................4
Purpose..............................................................................................................4
Creation of equipment task list..............................................................................5
Creating Of maintenance Packages ..................................................................5
Assign Maintenance Strategy To Task List..........................................................7
Creating Maintenance Plan ...............................................................................9
Scheduling Maintenance Plan..........................................................................10
Order Processing..............................................................................................11
Displaying Planned/Actual Costs..........................................................................
Closing the Internal Repair Order - Technically....................................................
Settling the Internal Repair Order.....................................................................12
Closing the Internal Repair Order – Business View..............................................
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Preventive Maintenance
Purpose
Ensuring a high availability of objects in the long term is an important part of Plant maintenance. Planned maintenance is used to avoid system breakdowns or the breakdown of other objects, which - in addition to the repair costs - often result in much higher costs subsequently owing to production breakdown.
Process Flow
In this business process you can use maintenance planning to describe the dates and scope of plan for maintenance and inspection activities at technical objects. You can ensure that your technical objects are maintained on time and thereby function optimally. The system generates maintenance call objects during the scheduling process. You begin to process by creating an order in the system.
After the preventive maintenance is carried out, the costs and materials are confirmed to the maintenance order. The costs are settled to the cost center.
Organizational and Master Data
The following data is used within the scenario:
Value Description
Company code Specify Specify
Plant: Specify Specify
Vendor Specify specify
Purchase organization Specify Purchasing Org.
Person Specify Specify
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Transactions for Service Processing
Creating a Technical Object of Type “Machines”
Use
The purpose of this activity is to create the piece of equipment in the system.
Procedure
1. Access the transaction using one of the following navigation options:
SAP menu Logistics Plant Maintenance Management of Technical Objects Equipment Create (General)
Transaction code IE01
2. On the Create Equipment: Initial screen, make the following entries:
Field Name Description User Action and Values
Comment
Valid On Enter today’s date
Equipment category
M
3. Confirm your entries with Enter.
4. On the Create Equipment: General data screen, make the following entries:
Field Name Description User Action and Values
Comment
Description Enter text of your choice that describes the equipment to be created
For example:
IR Dryer
5. Confirm your entries with Enter.
6. On Location tab page, make the following entries:
Field Name Description User Action and Values
Comment
MaintPlant specify 1000
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7. Confirm your entries with Enter.
8. On Organization tab page, make the following entries:
Field Name Description User Action and Values
Comment
Cost Center Specify 1702
Main Work Ctr specify MAINT-WC
9. Confirm your entries with Enter.
Creating a Task list for equipment
Use
You can use maintenance task lists for both recurring and planned maintenance. This includes inspections, preventive maintenance and planned repairs. This results in improved resources planning, production planning and machine availability.
1. Access the transaction using one of the following navigation options:
SAP menu Logistics Plant Maintenance Preventive Maintenance Work scheduling Task ListFor EquipmentCreate
Transaction code IA01
2. On the Create Equipment Task List: Initial screen, make the following entries:
Field Name Description User Action and Values
Comment
Key Date Enter today’s date
Equipment Number
M
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3. Confirm your entries with Enter.
4. Make the following entries in the Task list general header view for the equipment
Field Name Description User Action and Values
Comment
Group counter Specify 1
Description Specify
Usage Specify 4
Main Work Ctr specify MAINT-WC
Status Specify 4
Maintenance Specify
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Strategy
System condition
Specify
5. Select the operations key present at the top of the screen and enter the following,
Field Name Description User Action and Values
Comment
Operation Description
Specify
work Specify Eg: 15 Min
Units Specify Min/hr
Main Work Ctr specify Maint-wc
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Number Specify 1
6. Select the operation and maintenance package button at the bottom of the screen and check in the box for the execution of the operation depending on the strategy
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7. Save the entries.
8. Equipment Task list is created.
Creating Maintenance plan
Use
You can create maintenance plans for the technical objects in your company, thereby ensuring that your technical objects function optimally. The maintenance plan contains scheduling information from the following sources: For strategy plans from the maintenance strategy assigned to the maintenance plan
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1. Access the transaction using one of the following navigation options:
SAP menu Logistics Plant Maintenance Preventive Maintenance Maintenance Planning Maintenance Plans Create Strategy Plan
Transaction code IP42
2. On the Create Maintenance plan: Initial screen, make the following entries:
Field Name Description User Action and Values
Comment
Maintenance plan category
Specify Maintenance Order
strategy Specify P.MAIN
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3. Confirm your entries with Enter.
4. Make the following entries in the Create Maintenance plan: Strategy Plan.
Field Name Description User Action and Values
Comment
Description Plan description
Specify
Equipment Specify Search for the equipment using the input help (F4) (Equipment by equipment list tab page)
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Order Type PM01 – Internal Repair Order
Priority Specify
5. Confirm your entries with Enter.
6. Enter the task list for the equipment.
Field Name Description User Action and Values
Comment
Task list type Specify
Group Specify
Group counter Specify
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7. Select the maintenance plan scheduling parameters tab, and make the following entries
Field Name Description User Action and Values
Comment
Scheduling period
Specify
Start of the cycle
Specify
8. Save the maintenance plan, and system issues message maintenance plan XXX created.
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Scheduling Of Maintenance Plan
Use
You schedule a maintenance plan with which the system generates maintenance call objects (for example, maintenance orders or service orders) for the defined cycles.
1. Access the transaction using one of the following navigation options:
SAP menu Logistics Plant Maintenance Preventive Maintenance Scheduling For Maintenance Plans Schedule
Transaction code IP10
2. Enter the maintenance plan number
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3. Confirm the entries with enter.
4. Enter start of the cycle and press enter
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5. Save the schedule and the system issues the message as maintenance plan is scheduled.6. Select the schedule maintenance plan,
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7. Select the call object and press display call object button at the bottom.
Procedure
1. Access the transaction using one of the following navigation options:
SAP menu Logistics Plant Maintenance Maintenance Processing Order Change
Transaction code IW32
2. Select the correct item and choose Enter.
3. On the Change Maintenance Order: central header, select Header Data or choose Enter.
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4. On the Change Maintenance Order: Central Header screen, enter a description .
5. On the Internal Maintenance Order: Components Tab screen make the following entries:
Field Name Description User Action and Values
Comment
Component Specify
Description spare part required
Specify
Reqmtn Qty quantity required 1
UM Unit of measure Specify
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6. Confirm your entries with Enter.
7. On the Components tab, select item 0010 and choose Purchasing.
Goods Movements For Components
Use
In This Activity , Components are Reserved & Goods Issue is done for the Maintenance Order.
Procedure
1. Access the transaction using one of the following navigation options:
SAP menu Logistics Plant Maintenance Maintenance Processing Order Change
Transaction code IW32
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2. Go to Components Tab , Select the Component item & choose General data. Note the
Reservation number.
3. Go to Goods Movement Screen (T.code – MIGO), Enter the Reservation Number & click ENTER. Save the Screen.
4. Document posted number is generated on the screen.
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Time Confirmation of Maintenance Order
Use
The Purpose of this activity is to Enter the time taken for executing a Particular Job.
Procedure 1. Access the transaction choosing one of the following navigation options:
SAP menu Logistics -> Plant Maintenance -> Maintenance Processing -> Completion Confirmation -> Entry -> Individual Time Confirmation
Transaction Code IW42
1. Enter the Time taken to Execute the job.
2. Repeat the same process for other Operations.
3. For the Last Operation Enable Final Confirmation Indicator & No Remaining Work Indicator.
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Technical Confirmation Of Maintenance Order
Use
The purpose of this activity is to Record the Task & Activities done for executing a job.
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Procedure
1. Access the transaction choosing one of the following navigation options:
SAP menu Logistics -> Plant Maintenance -> Maintenance Processing -> Notification -> Change
Transaction code IW22
2. Task & Activities are entered using the Catalog Profile Copied from the Master Record.
3. After Entering Task & Activities , Click .
4. The Notification Status Changes to ATCO Which Means that All Tasks are Completed.
5. Once Again click Present on the Notification Header Screen Such that the Status Changes to NOCO Which means Notification is Closed.
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Displaying Planned/Actual Costs
Use
In this activity you check the planned/actual costs – specified for value categories.
Procedure
1. Access the transaction using one of the following navigation options:
SAP menu Logistics Plant Maintenance Maintenance Processing Order Display
Transaction code IW33
2. On the Change Order: Initial Screen, enter your order number created earlier and confirm your entry with Enter.
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3. Choose the Costs tab page to display the planned/actual costs.
Note the third-party material costs. Costs for specific value documents are displayed.
4. Choose the Report planned/actual icon.
Note the costs for the specific cost elements being displayed.
5. Check the data displayed and choose Back three times to return the SAP Easy Access menu.
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Closing the Internal Repair Order - Technically
Use
Once all the activities are complete and the completion confirmations are posted, you can set the status of the service order to technically complete.
Procedure
1. Access the transaction using one of the following navigation options:
Menu Logistics Customer Service Service Processing Order Service Order Change
Transaction code IW32
2. Enter your order number and confirm with Enter.
3. Check again that all expenses for the repairs have been entered on the Costs
tab page. You can also choose Document flow to display the assigned confirmation (double-click confirmation item) and choose Back.
4. Choose Complete (technically) to complete the service order technically.
5. Check the data in the complete message and confirm with Continue.
6. Confirm the Complete dialog box with Enter. The system issues a corresponding success message with the number of your document at the bottom of the screen.
7. To return to the SAP Easy Access menu, choose Back.
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Result
This completes the repairs technically and the device can be delivered to the customer.
Settling the Internal Repair Order
Use
The actual costs of the internal repair order are settled to the cost center.
Procedure
1. Access the transaction using one of the following navigation options:
Menu Logistics Customer Service Service Processing Completion Order Settlement Settle Individually
Transaction code KO88
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In the Set Controlling Area dialog box, enter 1000
2. On the Actual Settlement: Order screen, make the following entries:
Field Name Description User Action and Values Comment
Order Enter the service order number
Parameters
Settlement period
Current period
Fiscal year Current year
Processing options
Test run Deselect indicator
Check trans. data
Deselect indicator
3. Choose Execute.
4. To return to the SAP Easy Access menu, choose Back.
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Closing the Internal Repair Order – Business View
Use
In this activity, you complete the internal repair order.
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Procedure
1. Access the transaction using one of the following navigation options:
Menu Logistics Customer Service Service Processing Order Service Order Change
Transaction code IW32
2. Enter the service order number and press enter.
3. Choose Order Functions Complete Complete Business.
Result
The order attains the system status CLSD (closed) and can no longer be charged with costs.
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