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OVER VIEW OFSAPPM Configuration
Pack
Published by Team of SAP
Consultants at SAPTOPJOBS
Visit us at www.sap-topjobs.com
Copyright 2010-12@SAPTOPJOBS
All rights reserved. No part of this publication may be reproduced, stored in a
retrieval system, or transmitted in any form, or by any means electronic or
mechanical including photocopying, recording or any information storage and
retrieval system without permission in writing from SAPTOPJOBS
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OVER VIEW INDEX
1. PMTechnicalObjectConfiguration ............................... 4
1.1 Define Planning Plant .................................................................................. 41.2 Assign Planning Plant.................................................................................. 51.3 Define Types of technical objects............................................................. 71.4 Define Plant Sections................................................................................... 9
1.5 Create Structure indicator for Functional Location ........................ 11
1.6 Define Category of Functional Location .............................................. 15
1.7 Define Field selection for functional Location ................................... 181.8 Assign user status to equipment category......................................... 231.9 Define Measuring point categories ........................................................ 25
2. MasterDataConfiguration ........................................... 28
2.1 Define BOM Status ..................................................................................... 282.2 Define BOM Usage ...................................................................................... 31
2.3 Define Default values for item status................................................... 352.4 Define Field Selection for Work center................................................. 39
2.5 Set Parameters ............................................................................................. 44
2.6 Define Standard value keys ..................................................................... 48
2.7 Define Task List usage keys .................................................................... 522.8 Maintain Control keys ............................................................................... 55
2.9 Define Serial Number Profile ................................................................... 60
2.10 Define Serialization Attributes for Movement types .................... 65
3. MaintenancePlanandNotification ...............................693.1 Define Maintenance planner group....................................................... 693.2 Set Maintenance Plan category.............................................................. 71
3.3 Define Number Ranges for maintenance Plans ................................ 74
3.4 Maintenance and Service Notification Type ....................................... 79
4. PMOrder .....................................................................834.1 Configure order type .................................................................................. 83
4.2 Assign order types to Maintenance plants ......................................... 88
5. EquipmentCalibration ................................................. 905.1 Maintain settings at plant level .............................................................. 90
5.2 Assign Inspection type to order types .................................................. 97
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Hello Everyone,
A Ware Welcome To You All! We are really excited to offer the complete
SAP PM configuration pack to the SAP community. There were lot of
consultants who were after us to come up with pack and so we are glad
to present this to you As you are aware that our SAP FICO, PP/QM,MM/WM and SD have already achieved the best selling status and have
received lots of accolades and really helped the consultants take their
SAP knowledge and career to the next level I am very confident that PM
configuration package will go a step forward and do much more than
that.
For those who have been on our list and who have bought from us earlier
you all know that we have over-delivered on each of our configuration
packs and we want to do the same thing with SAP PM config pack too
For those who have visited our site for the first time I would like towelcome you to our site and promise you that we would do our best to
ensure that your life at the clients place would be very comfortable
What I have done here is given you a brief of around 98+ pages of
content in PM pack so that you can have a feel of what it would be like in
terms of structure. The whole pack is extremely voluminous, step by step
guide this is just a feeler So I hope you enjoy this. So lets dive in.
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1. PMTechnicalObjectConfiguration
1.1 DefinePlanningPlant
BACKGROUND
Thisconfigurationsettingenablestodefinetheplanningplant.
Planning plant is the one where the planning of entire
maintenanceactivitiesisperformed for severalplants.
SCENARIO
DefineIND6asplanningplant.
INSTRUCTION
Follow the Menu Path: IMGEnterprise Structure Definition Plant Maintenance Maintain maintenance
planningplant
Click
Click
Enterplanningplant.E.g.IND6.
Note: - whencreatingplantbycopyingfromanotherplant, all
relevantinformationiscopied.
Click
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Click
1.2 AssignPlanningPlant
BACKGROUND
This configuration setting enables to assign the planning
plant.
Assignment is establishing relation between planning plant
andmaintenanceplant.
SCENARIO
AssignIND6planningplanttoIND6maintenanceplant.
INSTRUCTION
Follow the Menu Path: IMGEnterprise Structure Assignment PlantMaintenance Assign maintenance
planningplanttomaintenanceplant
Click
Entertheplanningplantagainstthemaintenanceplant
Click
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Click
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1.3 DefineTypesoftechnicalobjects
BACKGROUND
This configuration setting enables to define the technical
objecttypes.
Each equipment and functional location can be assigned to
technical object type.Technical object type is mainly used to
grouptheequipmentofsimilar usage.
Groupingofequipmenthelpsbetterreporting.
SCENARIO
Definetechnicalobjecttype.
INSTRUCTION
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customerserviceTechnicalobjectGeneralData Define
TypesofTechnicalObjects
Click
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Click tocreatenewtechnicalobjecttype
Maintainfieldsasexplainedbelow
FieldName ValueandDescriptionoffield
Key identifyingtheobjecttype.
E.g.512 to indicate Generator
group.
Descriptionof theobject type.
E.g.DieselGenerators.
Click
Click
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1.4 DefinePlantSections
BACKGROUND
Thisconfigurationsettingenablestodefinetheplantsections.
Plant section helps to subdivide the maintenance plant for
production responsibility. Person responsible will coordinate
betweenproductionandplantmaintenance.
Thiscanbeused for evaluationpurposealso.
SCENARIO
Defineplantsections for IND6.
INSTRUCTION
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customerserviceTechnicalobjectGeneralData Define
PlantSections
Click
Click
Maintainthe field asexplainedbelow
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Maintainfieldsasexplainedbelow
FieldName ValueandDescriptionoffield
Key identifying plant. E.g.
IND6
Key identifying the plant
section.E.g.100
Nameofpersonresponsible
Contactphonenumber
Click
Click
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1.5 CreateStructureindicator for FunctionalLocation
BACKGROUND
This configuration setting enables to define the structure for
functionallocation.
Thisstructurehelpstoidentifythefunctionallocationexactly.
SCENARIO
Createfunctionallocationstructure for IND6asabove.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance andcustomer serviceTechnical object Functional Locations Create Structure indicator for Reference
Locations/FunctionalLocations
Click
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Click tocreatenewentries.
Maintainfieldsasexplainedbelow
FieldName ValueandDescriptionoffield
Key identifying the structureindicator.E.g.IND6
Structure text. E.g. Structure
for IND6.
*** Enter the way the functional
locations is to be structure.
E.g.
hierarchylevel *** Hierarchy level to indicate thenumberofhierarchies.
*** - Editmask field indicatestheallowedtypeofcharacterto
becreatedduringfunctionallocationcreation.
Allowedlettersandsignsaregivenbelow for readyreference.
"A" only letters can be entered
"N" only numbers can be entered"X" both numbers and letters can be entered
"S" numbers, letters, and special characters can be entered
The following special characters are allowed:
& ( ) + , . / : ; < = >
The following signs can be used:
- Hyphen
/ slash
' ' blank. Period
_ Underscore
= equals sign
+ Plus sign
; Semicolon: Colon
*** - Hierarchy level indicates thenumberofhierarchy.Each
number must be entered at the end of first level as shown
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above.Numbers from0 to9canbeused for this.Level10 is
representedbythefigure0,level11bythefigure1,andsoon.
Click
Click
Impact of this configuration in Master Data /
Transaction
Whencreating functional locationstructure, it will becreated
asperthestructuresettingmaintainedhere.
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Select the right structure indicatorbefore creating functionallocation.
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1.6 DefineCategoryofFunctionalLocation
BACKGROUND
This configuration setting enables to define the functional
locationcategory.
FunctionalLocationcategorycontains
Statusprofile
Partnerdeterminationprocedure
Defaultvalue for measuringpoint Fieldselection
Permitchangedocument Objectinfokey
SCENARIO
Discussfunctionallocationcategory.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer serviceTechnical object Functional Locations
DefinecategoryofFunctionalLocations
Click
Click tocreatenewentries.
Maintainfieldsasexplainedbelow
FieldName ValueandDescriptionoffield
Key identifying the functional
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locationcategory.E.g.M
Enterdescriptionoffunctional
locationcategory.
Tick in this check box will
document the changedocument in the master
record.
Tick in this check box will
identifythefunctional location
categoryascustomerobject.
Tick in this check box will
provide other data screen
when maintaining technicalobjects.
Respective profile, object info,
view profiles are maintained
here.
Click
Click
Impact of this configuration in Master Data /
Transaction
When creating functional location structure, functionallocationcategorydefinedhere will beused.
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1.7 DefineFieldselection for functionalLocation
BACKGROUND
This configuration setting enables to define the functional
location field selection.
Throughthisconfigurationsetting it ispossibletomakea field
mandatory,optional,hideorviewonly.
It is required to make certain field to make mandatory
accordingtothebusinessrequirement.
SCENARIO
MakeManufacturer field asmandatoryfor functional location
categoryM
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer serviceTechnical object Functional Locations
Define field selection for FunctionalLocations
Click
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Doubleclick
Identifythemanufacturer field asshownbelow
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DoubleclickonManufacturer field
Clickon
Click
EnterthefunctionallocationcategoryasM
select radiobutton
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Click tocreatenewentries.
Click
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Impact of this configuration in Master Data /
Transaction
When creating functional location with category M,manufacturer field becomemandatory.
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1.8 Assignuserstatustoequipmentcategory
BACKGROUND
This configuration setting enables to assign the user defined
statustoanequipmentcategory.
User status can be used to assign specific status to a
equipmentandtocontrolfurtherbusinesstransaction.
SCENARIO
Discussassigninguserdefinedstatustoequipmentcategory.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer serviceTechnical object Equipment Assign
userstatusprofiletoEquipmentcategory.
Click
Assign the user status profile against equipment
category.
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Click
Click
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SCENARIO
Discussmeasuringp
INSTRUCTIONS
ointcategorysetting.
Follow the Menu
customer servicecustomer service
counters and meas
Pointcategories
Path: IMGPlant maintenance and
Master Data in Plant maintenance and
Basic settings Measuring point,
ruement document Define Measuring
Click
Click
1.9 DefineMeasuringpointcategories
BACKGROUND
This configuration setting enables to define the measuring
pointcategories.
Measuring point categories are mandatory requirement for
measuringpoint.
It definesthefollowing:
Measurementitemuniqueness
Useofcatalogtypetoenterreadings
System responsecontrolwhen reading exceeds the
rangeTolerance time allowed for entering the reading infuture
Maintainfieldsasexplainedbelow
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FieldName ValueandDescriptionoffield
Key identifying the measuring
pointcategory.E.g.G
Description of measuring point
category. E.g. IND6 measuringpointcategory
Uniqueness of the measurement
position of this measuring point
category. This measurement
category may beused in manyplaces, if the measurement
positionit can
setting.
srequired tobeunique,be achieved thro this
Click
Click
Select.1fromavailableentries
Allowed catalog type for entering
values. E.g. C. Select from
availableentry.
Type of message when the
measurement reading is out of
range.E.g.W for warningmessage.
Tolerance period in seconds to
record the measurement reading.
It is difficult to enter the reading
exactly at the exact SAP time i.e
measuringpoint.E.g.300toindicatefiveminutes.
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Impact of this configuration in Master Data /
Transaction
When creating a measuringpoint inside the technicalobject,
measurementcategorymustbemaintained.
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2.MasterDataConfiguration
2.1 DefineBOMStatus
BACKGROUND
ThisconfigurationsettingenablestodefineBOMstatus.
BOMstatusisusedtodefinewhethertheBOMcanbeusedby
anyapplicationareaornot.
Example: -
In the costing areas in a company, the BOM is exploded
according to the application. While defining the BOM
status,usageincostingarea will bedefined.
In MRP, the following indicators are checked directly from
the definitionoftheBOMstatus:
- ExplosioninMRP
- Released for orders
MRPonlyreadsBOMswhoseBOMstatushasat leastoneof
these indicators.
BOMstatusdefineswhethertheBOMisactiveorinactive.
SCENARIO
BOM need to be created for certain for product whose BOM
canbefinalizedonlyaftersome trial and error.
While it is inpreparation it isrequirednottobeusedbyany
application.StatusInpreparationhastobecreated.
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INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance andcustomer services Master data in plant maintenance and
customerserviceBills ofmaterials Controldata for Bills of
MaterialDefineBOMstatus
1.Click
..continuation of the above
screens right side balanceportion
2.Click
3.Enterusagevalue.E.g.6.
4.Leave all thecheckboxasEMPTY.
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5.MentiondescriptionasIn preparation
6.ClickSave .
Impact of this configuration in Master Data /
Transaction
BOMwithstatus6cannotbeused for anyapplication.
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2.2 DefineBOMUsage
BACKGROUND
This configuration setting enables to define Bill Of Material
(BOM) usage.
BOM usage defines the usage of BOM in specific application
areaintheSAP.
Example,therecanbeaseparateBOMs for
Design,
Production
Costing.
Inthisway,eacharea isdealingonlywiththespecificdata itrequires.
Example:
The design BOM includes all the components of the
productand theirtechnicaldata fromthedesignpointof
view.ThisBOMisgenerallynotlinkedtoanyorder.
TheproductionBOMcontains all theitemsrequiredfromthe production and assembly point of view. Only items
relevant to production, for which production data (such
as the issue storage location)can be entered, are
required. A production BOM does not contain any
packagingmaterialsrequiredintheshippingdepartment.
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SCENARIO
CreatenewBOMusage.
Note:-
StandardBOMusageavailablewithSAPissufficient.HoweveranynewBOMusagecanbecreated.
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Master data in plant maintenance and
customer serviceBills of materials General Data BOM
UsageDefineBOMusages
1.Click
2.Click
3.Enterusagevalue; it canbeeithernumericoralphabet.
It issuggestedtobenumeric.
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4.Select +, - or . to indicate to which area this BOM is
meant for like Production, Engineering, Spare, Plant
Maintenance,Salesor for costingrelevancy.
E.g. For usage 4, spare parts indicator is maintained asoptional (.).
Note:-Based on this, during BOM explosion, entire
dependentrequirementsarealsoplanned,
5.EnterUsagetext
6.ClickSave
Impact of this configuration in Master Data /
Transaction
When creating the BOM, key defined here will appear in the
BOMUsage field.
According to the requirement, BOM usage key has to be
selectedduringBOMCreation.
Click Match code or F4 in BOM usage field, to select the
desiredBOMusage.
TransactioncodetocreateBOMis CS01
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2.3 DefineDefaultvaluesforitemstatus
BACKGROUND
Thisconfigurationsettingenables todefinedefaultvalues for
itemstatus.
EveryitemintheBOMcanbedefinedwhether it issubjected
to
Costing
Sales
Production
Sparepart
ThisconfigurationsettingisusedtoindicatewhethertheBOM
componentalongwiththeBOMusage.
istobeconsidered for costinginthisBOMornot,
is relevant to sales (normally used in Variant
configuration),
isasparepartgroup
isrelatedtoProduction
SCENARIO
Setthedefaultvalue for itemsin BOM.
INSTRUCTIONS
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Follow the Menu Path: IMGPlant Maintenance and
customer services Master data in plant maintenance and
customer serviceBills of materials General Data BOM
UsageDefineDefaultvalues for itemstatus
1.Click
2.Click
3.EnterUsagevalue
4.UpdatethefollowingfieldsFieldName Description Value
BOMusage Field defining the Entervaluee.g.1
BOMusageProd Indicating that the
BOMitemisrelated
toProduction
Make tick in the
checkbox
Eng/des Indicating that the Leaveblank.
BOM item isrelated
to Engineering and
DesignSpare Spare part EnterAorB
indicator. Items
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can be grouped
under spare parts
Agrouporgroup B.
this will help in
identifying sparesfor replacement by
groupAorgroupB
PM Indicating that the
BOM item isrelated
to Plant
Maintenance
Sales Indicating the item
is related to Sales
and it willappear
inthesalesorder.
Leaveblank
Leave blank.
Normally used in
variantconfiguration.
Relevan Relevanttocosting SelectX , indicating
relevanttocosting.
5.ClickSave .
Impact of this configuration in Master Data /
Transaction
Example:-
BOM usage defined 1 indicating relevant to production.The
itemstatusasconfiguredsuchthat all items
arerelevanttoproduction
canberelevanttocosting
Inthisexample,theindicatorsarecheckedasfollows:
The Indicator: item relevant to productioncannot be
deselected (required entry). In the BOM maintenance
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functions, this indicator is setautomaticallyfor all items
andcannotbecancelled.
Sincetheitemcanberelevanttocosting,thedefaultvalue
X (fully relevant to costing) can be set for the Indicator forrelevance to costing.This value can be overwritten in the
BOMmaintenancefunctions.
BOM item level default setting will appear as per the setting
donehere.
Note:- whencreatingBOMtheusage4ismentioned,whichin
turn identify this BOM as Plant maintenance BOM. Also
indicateitemassparepartindicatorgroupA.
This is used while exploding the BOM for spare parts
planning.
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2.4 DefineFieldSelectionforWorkcenter
BACKGROUND
This configuration setting enables to make the field in work
centermasterdataas
Mandatory
Optional
Highlight
Hide
Fieldselection will beusedtomakecertain field asmandatory
entry or to hide certain fields duringcreation of work center
masterdata.
SCENARIO
Make field person responsible for workcentercategoryZPM1
asmandatoryfield.
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance andcustomer services Maintenance plans, work centers,Task
lists andPRTsWorkCentersGeneralDataDefineField
Selection
Click
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DoubleclickBasicdata
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Select Req. radio button against
DoubleclickPersonresponsible
ClickFieldselectionReq.radiobutton for therequiredwork
center category. Contents column indicate the work center
category.
clickon
for newworkcentercategory.
tomodify field selection
Click If the desired work center category is not
available.E.g.ZPM1categoryisnotavailable.
Click toaddmoreentry.
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EntercontentZPM1oranyworkcentercategory.
ClickradiobuttonReq.
Click
Click
Impact of this configuration in Master Data /
Transaction
When work center with category ZPM1 is created, person
responsible field becomemandatory.
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2.5 SetParameters
BACKGROUND
This configuration setting enables to define Parameter
(activities) for formula.
Parameter is one of the required settings to calculate the
conversion cost incurred in the Work center during
manufacturing.
Workcenterwhileinusecanconsume
Power
Labour
Setuptime
Depreciation
Steametc.
The above costs incurred during conversion will be captured
throughtheactivity.Parameteristhestructuretocapturethis
activity.
This will be assigned to the standard value key. Standard
valuekeywill beassignedintheworkcenter.
SCENARIO
CreateaParameter. Note: - StandardSAPsettingissufficient.
Letusdiscussthecreationofnewparameter.
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INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance plans, work centers,Task
lists and PRTs Work Centers General Data SetParameters
Click
Click
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Origin Place where from thevalue is
Shortkeyword
to be taken. E.g.To indicate
value to be taken from task
list maintain2inthis field.Shortdescri tion
Keywork KeywordtoidentifyDimension Dimension of the parameter.
E.g. Any thing related to
Duration may have TIME as
dimension.StandardValueUnit Unit of this parameter. E.g.
Time dimension may have
unitas MIN.
MaintaintheFollowingfieldsField Description
Parameter Parameter to hold the value.
Any alphanumeric six digit
maybeentered.E.g.LABOUR
Note: - Ifanyparameter for whichthere isnounit, it maybe
mentionedasnounit.
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ClickSave .
Impact of this configuration in Master Data /Transaction
Linkbetweentheparameterandthemasterdataisasbelow.
a.This parameter will be assigned to the standard value
key.
b.Standardvaluekeywill beattachedwiththeworkcenter.
c.Work center will be attached in the task list. I.e. in the
routingorinthemasterrecipe.
d.Standardvalue (i.e. durationoflaborhoursrequired) will
bemaintainedinthetask list asamasterdata.
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2.6 DefineStandardvaluekeys
BACKGROUND
Thisconfigurationsettingenablestodefinethestandardvalue
key.
Standard value key is very essential to capture the cost
incurredintheworkcenter.
Standard value key will contain the activities. One standardvaluekeycancontainup tosixactivities. Eachactivityrefers
tothecost.
Example:-
Productioncost
Setupcost
Labourcost
QualityCost
Powercost
Steamcost
Oneworkcentercanhaveonlyonestandardvaluekey.
SCENARIO
Create a standard value key to have the activities of setup,
machine,labor,steamandwater.
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INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance andcustomer services Maintenance plans, work centers,Task
lists and PRTs Work Centers General Data Define
standardvaluekeys
Click
Click
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MaintaintheFollowingfields
Field Description
Standardvaluekey Enter any alpha numeric to
indicate standard value key.
E.g.STD1Description Maintain standard value key
description. E.g.
setup/machine/labor/PowerParameter Maintain the parameters. Up
to six parameters can be
maintained.Tick this check box to
generateformula.
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ClickSave .
Impact of this configuration in Master Data /
Transaction
Whencreatingtheworkcenter,standardvaluekeySTD1tobe
mentioned.
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2.7 DefineTaskListusagekeys
BACKGROUND
Thisconfigurationsettingenablestodefinethetask list usage
totheworkcenter.
Usageofworkcenter to thespecific task list (i.e. only in the
maintenancetask list) canbedefinedto restrict its usage.
SCENARIO
Definetheworkcenterusagetothespecifictask list types.
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance plans, work centers,Task
lists andPRTsWorkCentersTask list Data Definetask
list usagekeys.
Click
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Select
DoubleclickTask list type
Click
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UpdatetheFollowingfieldsField Description
TaskListtype A for General maintenance
task list
EEquipmenttask list
T functional location task
list
ClickSave .
Impact of this configuration in Master Data /
Transaction
WhencreatingWorkcenterusageistobementionedas004.
Oncethisismaintained,then it will notbepossibletousethis
WorkcenterinMasterRecipeorinRaterouting.
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2.8 MaintainControlkeys
BACKGROUND
Thisconfigurationsettingenablestodefinecontrolkey.
Controlkeygoverns
Schedulingofoperation
Costcalculation for anoperation
Capacitycalculation for anoperation
Confirmation for anoperation
Control key is mapped with the work center in the task list
(i.e. intheroutingandinthemasterrecipe).
SCENARIO
Create a control key with confirmation as mandatory and it
shouldcalculatethecostandcapacity, it shouldalsoschedule
theoperation.
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance plans, work centers,Task
lists and PRTs Work Centers Task list Data Define
controlkeys.
Click
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Click
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MaintaintheFollowingfieldsField Description
ControlKey Enter any alphanumeric four
digitkey.E.g.YPM1Description Maintain description of this
control key. E.g.Sched,capacity,Cost,
MustconfirmIndicators Tick the check box as shown
aboveinthescreen.
Tick in theCheck box will
perform the respective
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function to the operation /
phase which is having this
controlkey.
ClickSave .
Click to maintain any long text to this
controlkey.
Maintainthelongtext.
ClickSave .
Click
Click ifyougettheOtherlanguagescreen.
ClickSave .
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Impact of this configuration in Master Data /
Transaction
LinkbetweencontrolkeyandTransaction:-
Controlkey isattached inthe task list withworkcenter
for eachoperation
While performing order creation, confirmation, MRP run
system will behave according to this configuration
setting.
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2.9 DefineSerialNumberProfile
BACKGROUND
ThisconfigurationsettingenablestodefinetheSerialnumber
profile.
Serialnumberprofilemustbeassignedtomaterialwhichisto
behandledwithserialnumber. It isaplantlevelassignment.
It ispossibletoassigndifferentprofileindifferentplants.
SerialnumberprofilecontrolsAssignmentofserialnumbers
Requirementofserialnumbertoequipmenttype
Systemcontrolonstockvalidation
Serialnumberproposalwithequipmentcategory
SCENARIO
CreateSerialnumberprofile for IND6plantapplication
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Master Data in Plant maintenance and
customer service Technical objects Serial number
managementDefineserialnumberprofiles
Click
Click
Maintainthefollowingfields
Field Descriptionoffield andvalue
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Key identifying the serial
number profile. E.g.IND6
Text for serial number profile.
E.g.EquipmentSl.No.IND6
Tickinthischeckbox will makeserialnumbermandatorybefore
performing the transaction. If it
isnot ticked,serialnumbercan
beassigned later.
E.g.Tickthischeckbox for our
examplepurpose.
Equipmentcategory to which
the serial number assignment
must be proposed. If not
specified, serial number from
internal number range will be
assigned automatically. E.g. Y
topopuptheserialnumber for
equipmentcategorywithY.
Stockvalidation.Leave it blank.
Availableentriesare
Click
Selecttheabovecreatedrow
Doubleclick inthe left sideofthescreen
Click
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Maintainthefollowingfields
Fieldname Fielddescriptionandvalue
Serial number assignmentprocedure. I.e
indicating the business
transaction at which the
serial number is to be
assigned.Availableentriesare
SelectQMSLtomaintainthe
serial number when
performing inspection for
equipment.
Indicating the assignment of
serial number as mandatory,
optional.Availableentriesare
LetusselectOptional.
Assignment of serial number
toequipmentmasterrecord.
01 Serial number can be
assignedlater
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02 Serial must be assigned
at the time of equipment
creation.
Note: - This setting can NOT
bechanged later.
Click
Click
Impact of this configuration in Master Data /
Transaction
Serial number profile defined here can be maintained in the
materialmasterstorage2view.
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AlsowhenmakingGR,serialnumberhastobeassigned.
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2.10DefineSerializationAttributesforMovementtypes
BACKGROUND
ThisconfigurationsettingenablestodefinetheSerialnumber
attributes for movementtypewise.
It is possible to define a different procedure to different
movement types. By this, serial number assignment during
goodsmovementcanbecontrolledpermovementtypewise.
SCENARIO
Discussserializationattributes for movementtypes
INSTRUCTIONS
Follow the Menu Path: IMG
Plant Maintenance andcustomer services Master Data in Plant maintenance and
customer service Technical objects Serial number
management Define serialization Attributes for movement
types
Click
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Doubleclick
Click
Maintainthefollowingfields
Fieldname Fielddescriptionandvalue
Key identifying the profile
alreadycreated.E.g.IND6Procedure to be applicable.
E.g.MMSL
Movement type group for
serial number profile. Four
digit key linking Profile,
procedureandothercontrol.
Indicating the assignment of
serial number as mandatory,
optional.Availableentriesare
LetusselectOptional.
Assignment of serial number
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Click
Click
Doubleclick
toequipmentmasterrecord.
01 Serial number can beassignedlater
02 Serial must be assigned
at the time of equipment
creation.
Note: - This setting can NOT
bechanged later.
Assign the key mentioned under in the previous
setting.E.g.key561maintainedintheprevioussetting.
Bythisthatprocedureandserialnumbercreationcontrol will
bemorespecifictomovementtype.
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If for a specific movement type, if the serial number is to be
optional it canbedonethroughthissettings.
Impact of this configuration in Master Data /
Transaction
Serial number requirement for each movement type will be
requiredaccordingtothesettingsmaintainedhere.
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3.MaintenancePlanand Notification
3.1 DefineMaintenanceplannergroup
BACKGROUND
This configuration setting enables to define maintenance
plannergroup.
Maintenanceplanninggroupcanbeapersonoradepartment.
It canbeassignedtotechnicalobjects.
SCENARIO
Defineplannergroup for IND6
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance plans, Work centers,Task
Lists and PRTs Basic Settings Define maintenance
plannergroup
Click
Click
Maintainthefollowingfields
Fieldname Fielddescriptionandvalue
Key identifying the planning
plant.E.g.IND6
Key identifying the planner
group.E.g.IN6
Person or department name.
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ClickSave .
e.g.Davidtoindicatename.
Contact number can be
entered if required for info
purpose.
Impact of this configuration in Master Data /
Transaction
Maintenanceplanner will beusedinthetransaction.
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3.2 SetMaintenancePlancategory
BACKGROUND
ThisconfigurationsettingenablestodefineMaintenancePlan
category.
Maintenance plan category defines which call object to be
generated for a maintenance plan when maintenance call is
due.
I.e. withreferencetothemaintenanceplan,systemcantrigger
thefollowingcallobjects.
Maintenanceorder
Serviceorder
Maintenanceorderwithmaintenancenotification
Serviceorderwithservicenotification
MaintenanceorderwithWCMobjectsMaintenancenotification
Servicenotification
Serviceentrysheet
Inspection lot
Maintenance plan category defined can be assigned as a
defaulttousersusingparameteridWAT.
SCENARIO
Definemaintenanceplancategory.
INSTRUCTIONS
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Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance plans, Work centers,Task
ListsandPRTs MaintenancePlans SetMaintenancePlan
categories
Click
Click
Fieldname Fielddescriptionandvalue
Key identifying the
maintenance plan category.
E.g.I6
Textdefiningthemaintenanceplan category. E.g. IND6 PM
ordercall
Select from the available
entry.
Availableentriesare
E.g. Select Maintenance or
serviceorder.
Tick in this check box will
create change document. E.g.
Tickthecheckbox.
Confirmation for completing
the call object. It can control
scheduling of maintenance
planaftercompletion.E.g.Tickthischeckbox.
Tick in this check box will
enable to create maintenance
plan with reference to outline
agreement.
Order category in which the
reference object to be used.
Selectfromavailableentries.
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Repeat the above steps to create further maintenance plan
categories.
Click
Impact of this configuration in Master Data /
Transaction
Maintenance plan categories defined here is used in
maintenanceplan.
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3.3 DefineNumberRangesformaintenancePlans
BACKGROUND
Thisconfigurationsettingenables todefinenumberrange for
maintenanceplan.
Number range to the maintenance plan is assigned through
themaintenanceplancategory.
Note: - Numberrangesareassigneddirectlyintheproductionsystemnormally.
SCENARIO
Definenumberrange for maintenanceplancategoryI6.
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance plans, Work centers,Task
ListsandPRTs MaintenancePlans Definenumberranges
for maintenanceplans
Click
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Click
NoteI6isnotassignedwithanynumberrange.
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Tocreateadditionalgroup(additionalnumberrange)fromthe
topfollowthemenupathasshownbelow
Entertherequiredtext, fromnumberandTonumber.
Click
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Clickon
Click
Ticktherequiredgroupcheckbox.E.g.
Click
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Click
Click
Impact of this configuration in Master Data /
Transaction
Numberrangedefinedhere will beusedwhenperforming the
relevanttransaction
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3.4 MaintenanceandServiceNotificationType
BACKGROUND
Thisconfigurationsettingenablestodefinenotificationtype.
Notificationistheprocessofinformingandrecordingany
deviationfromthespecification.SAPdefinedstandard
notificationtypesare
Customercomplaint
Vendorcomplaint
Internalproblemnotification
Apartfromtheabovetypes,anyothertypeofnotificationcan
becreatedaccordingtothebusinessrequirements.
SCENARIO
DefineNotificationtype for Breakdownmaintenancetype I6.
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance and Service Processing MaintenanceandServiceNotifications Notificationcreation
NotificationTypesDefineNotificationTypes
Click
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Tocreatenewnotificationtype, it issuggestedtocopyfrom
thestandardNotificationtype.
SelectNotificationtypeM1bypressingthegreyboxinthe left.
Click
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Maintainthefollowingfields
FieldName Fielddescriptionandvalue
Keyidentifyingthenotification
type
Originofnotification.Select
fromavailableentries.
E.g.malfunctionreport
Dateandtimetopropose
whencompletingnotification.
E.g.Ctoindicatemalfunctioningend.
It isusedtodefineobjector
subjectwhencreating
maintenancenotification.
Selectfromavailableentries.Catalogprofile isthecollection
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ofcodesandcodegroup.We
will discussabout it later.
LISstructureupdatecontrol
Leave it as it iswithSAP
standardsettings.Tickinthischeckbox will
assignthenotificationnumber
immediatelyonstartof
transactionratherthan
assigningnumberatthetime
ofsaving.
Numberrangecopiedfromthe
sourceas01
Click
Click
Impact of this configuration in Master Data /
Transaction
NewnotificationtypewithI6canbecreated.
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4.PM Order
4.1 Configureordertype
BACKGROUND
Thisconfigurationsettingenablestodefineordertype.
An order type holds control of various parameters which we
are going to discuss one by one. Different order types aredefinedtoindicatethedifferentmaintenanceprocess.
E.g.oneordertype for Preventivemaintenance,anotherorder
type for breakdownmaintenanceetc.
SCENARIO
DefineordertypeIBD6 for Breakdownmaintenance.
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance and Service processing MaintenanceandServiceOrders Functionsandsettings for
OrdertypesConfigureOrderTypes
Click
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Note: - When creating new order types it is recommended to
copyfromexistingone.
LetuscopyfromPM01tocreateIBD6
Selecttherowtocopyfrom. E.g.PM01
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Click
Changetheordertypeanddescriptionasshownbelow
Maintainthefollowingfields
Fieldname Field description and
value
Key identifying the
ordertype.E.g.IBD6.Also enter the
description in the next
window. E.g.
Maintenance Order for
Breakdown
Costing related setting.
Leave it as it is.
Costing related setting
defining settlement
profiles and budget
profile. Settlement
profile will be copied to
settlementrule.
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immediately. Note:- Ifmaintenance order is
Discuss with CO
member and maintain
this .
Tick in this check box
will releasemaintenance order
Click
created through
maintenance call i.e
notification, then order
will beautomatically.
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Click
Impact of this configuration in Master Data /Transaction
Order type defined here can be used when creating
maintenanceorder for breakdown.
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4.2 AssignordertypestoMaintenanceplants
BACKGROUND
Thisconfigurationsettingenables toassign theorder type to
maintenanceplant.
Wecandefineanynumberofordertype,buteachordermust
be assigned to maintenance plant where the physical
maintenancetaskiscarriedout.
Maintenanceorder will becreatedonlyinmaintenanceplant.
SCENARIO
AssignordertypeIBD6tomaintenanceplantIND6.
INSTRUCTIONS
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance and Service processing MaintenanceandServiceOrders Functionsandsettings for
OrdertypesConfigureNumberranges
Click
Click
Maintaintheentriesasshownbelow
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Click
Click
Impact of this configuration in Master Data /
Transaction
Ordertypeisassignedtomaintenanceplant.
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5.Equipment Calibration
5.1 Maintainsettingsatplantlevel
BACKGROUND
Thisconfigurationsettingenablestodefinethesettingsat
plantlevel.
WhenQMmoduleistobeimplemented,plantlevelsettingsareneededtobemaintained. Followingsettingatplantlevel
canbemanagedthroughthissetting.
Versioncontrol for MasterInspection
characteristicsandInspectionmethod,
Plantlevelsamplingprocedure
Codeandselectedsetatplantlevel for valuation
Automaticusagedecisionwaitingtime
SCENARIO
MaintainPlantparameterofQMsetting for plantIND6. It is
requiredtomaintainPlantlevelUDcodeandwaitingtime forautomatic UD.
INSTRUCTIONS
FollowtheMenuPath: IMGQualityManagementBasic
settingsMaintainsettingsatplantlevel.
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Click
Click andtypeIND6
Click
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SelectplantIND6byclickinggreyboxinthe left side.
Click
Note:-DefaultsettingsaresufficienttodowithQM
module.Howeverimportantsettingsalongwiththescreenshots
areexplainedbelow.
UpdatetheFollowingfields
Field Description
Tickinthischeckbox will
assignversiontotheMaster
InspectionCharacteristics
automaticallyduringcreation
andchange.
Tickinthischeckbox will
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Click
assignversiontothe
Inspectionmethod
automaticallyduringcreation
andchange.
Insp.LotcreationTabscreen
Nosettingsaretobedonehere.
Click
ResultrecordingTabscreen
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- AutomaticcloseWhenperformingtheresultrecording,automaticallycharacteristics will beevaluatedand
closed.
Proposal for inspectionpointvaluation:-
Tovaluatetheinspectionpoint,selectedset,codeandcode
groupcanbemaintainedatplantlevel.
This will bereferredincaseofanymissingdatainthemaster
data.
Noothersettingsaretobedonehere.
Click
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InsLotcompletionTabscreen
AutomaticUsagedecision:-
ToconfigureAutomaticUsagedecisionwaitingtimeshouldbe
mentioned.
AutomaticUD will beperformedafter thistimeiselapsedfrom
theresultrecording.
Note: - AutoUDprogramhastoberuntomakeauto UD.
BatchValuationcheckboxtobe ticked, ifbatchupdatingisto
bedonewithoutmaterialspecification.E.g.Leave it blank.
Click
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GeneralsettingsTabscreen
Nosettingsaretobedonehere.
ClickSave .
Impact of this configuration in Master Data /Transaction
Over all maintenanceoftheabove will control,
Automaticcreationofversions for MIC during
creationandchange
Selectedsetatplantlevelmaybeusedduringresultrecording
Automaticusagetimeelapsedurationmaybe
mentionedhere
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5.2 AssignInspectiontypetoordertypes
BACKGROUND
Thisconfigurationsettingenablestodefinetheinspectiontype
tomaintenanceorserviceordertype.
Forcalibrationofequipment, it isrequiredtorecordthe
results for thatequipment.Toperformanyinspection,
inspection lot withappropriateinspectiontypeisamust.
Withthisconfigurationsettinginspectiontype14isassigned
torequiredmaintenanceordertype.
SCENARIO
Definetheinspectiontype14toordertype.
INSTRUCTION
Follow the Menu Path: IMGPlant Maintenance and
customer services Maintenance and Service processing MaintenanceandServiceOrders Functionsandsettings for
Order types Assign inspection type to maintenance/Service
ordertypes
Click
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Inspectiontype14 (for calibrationofequipment)isassignedtoordertypePM05.
Click
Click
Click
Impact of this configuration in Master Data /
Transaction
Whilecreatingmaintenanceorderfromobjectcall
(notification),inspection lot withtype14 will becreated.
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