SAP Plant Maintenance Course Content

Syllabus for Plant Maintenance

Section I
Organization Structure in SAP Plant Maintenance
1. Maintenance Plant
2. Planning Plant
3. Planner Group
4. Maintenance Work Center
5. Location
6. Plant Section
Section II
Master Data
1. Functional Location Master
2. Equipment master
3. Class
4. Characteristics
5. Serial Number Management
6. Measuring Points
7. Counters
8. Measuring Documents
9. Maintenance Bill of Material
10.

Catalogue Code Group, codes

11.

Task List

12.

Maintenance Strategy

Section III
Business Processes
1. Corrective Maintenance
2. Breakdown Maintenance
3. Predictive Maintenance
4. Preventive Maintenance
5. Calibration Process
6. Capital Expenditure
7. Refurbishment Process
8. Integration of PM with QM, PS, PP, MM, FI and CO
Section IV
1. Reporting
2. SAP PM Tables
3. ASAP Methodology
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Plant Maintenance
Efficient plant maintenance is vital to a company's ability to optimize and harmonize its
production processes. For companies using SAP's R/3 system, the effective implementation and
use of the Plant Maintenance (PM) component represents a strategy with considerable practical
benefits.
This course offers a clear introduction to this small but sophisticated component and provides a
highly practical guide to implementing PM. Beginning with an examination of the key business
processes underlying PM functionality, the Course goes on to cover all the crucial aspects of
maintenance planning and execution in R/3. Particular attention is given to integrating plant
maintenance with a company's natural process flow.
Step-1
Classifying Plant Maintenance from
a Business perspective

Definitions

Traditional forms of Organization in Plant Maintenance

Planning in Plant Maintenace

Plant Maintenance Methods

Benchmarking in Plant Maintenance based on key performance

Modern Plant Maintenace management

Step-2
Getting Started with Release 4.6

The PM menu with easy access

The business workplace

Support Line Feedback as in interface to SAP

PM Documentation in the SAP Library

Step-3
Objects in R/3 PM

Managing Technical Objects

Functional Locations and equipment

Using other Logistics master data in PM

Measuring points and counters

PM Work Centers

Maintenance Task lists and maintenance plans

Maintenance Notifications

Maintenance Orders

Step-4
BP : Breakdown Maintenance and
Corrective Maintenance

Tasks of the PM Technician

Tasks of the PM Planner

Tasks of the Controller

Step-5
BP : Planned Maintenance

Tasks of the PM Technician

Tasks of the PM Planner

Tasks of the Controller

Step-6
Integrative Aspects

General

Integration of MM

Integration Production Planning

Integration of Quality Management

Integration of Project Systems

Integration of Investment Management

Integration of Controlling

Integration of Asset Accounting

Integration of Human Resources

Step-7
Interfaces to Non-SAP Systems

Interface to process control systems

and building control systems

Interfaces to CAD systems

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SAP Plant Maintenance (PLM) Course Outline

General Introduction

ERP Concept
Introduction to Maintenance
Types of Maintenance
SAP Plant Maintenance
Organizational Structure
Plant Maintenance Setup
Master Data
Equipment Master
Functional Location
Serial Number Management
Maintenance Planning
Maintenance Strategies & Packages
Maintenance Items
Maintenance Plans
Measuring Meters & Counters
Maintenance BOM
Task List
Maintenance Work Center / Capacity
Maintenance Scheduling
Interface to External Systems
Capacity Planning
Maintenance Processing
Notifications
Work Order Management

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Day 1:

Day 4:

Unit 1: Overview of Plant Maintenance

Unit 6: Plant Maintenance Preventive

Maintenance Objects

Corrective Maintenance
Preventive Maintenance
Unit 2: Plant Maintenance and Enterprise
Asset Management

Plant Maintenance and Reliability

Plant Maintenance and Regulatory
Compliance

Plant Maintenance and Cost Tracking

Feeding Back Corrective Data Into

"PM's"

Business Process Integration

Maintenance Management Best

Practice
Day 2:
Unit 3: Plant Maintenance Asset Data
(Technical Objects)

Functional Locations
Equipment
Bills of Material (BOMS)
PM Assemblies
Materials
Object Links
Unit 4: Plant Maintenance Organizational
Elements

Task Lists
Preventive Maintenance Items
Preventive Maintenance Plans
Measuring Points and Measuring
Documents
Day 5:
Unit 7: Cross Application Objects

Classes and Characteristics

HR Master Data
Document Management
Shop Papers
Unit 8: Integration of Plant Maintenance with
other Modules

Finance
Procurement
Project Systems
Unit 9: Reporting

PMIS
BW Reporting
Ad Hoc Plant Maintenance Queries
Unit 10: Variants and Defaults

Plants
Work Centers
Planner Groups
Day 3:
Unit 5: Plant Maintenance Transactional
Objects

Notifications
Work Orders

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SAP PM Course Contents

1. Organizational Units and Master Data in Plant Maintenance
Organizational Units
- Maintenance Plant and Planning Plant
- Work Centers
- Storage Locations
Functional Locations
- Structure Indicator
- Reference Location and Functional Location
- Creation Options
- Data Transfer
Equipment
- Installation/Dismantling at Functional Locations
- Equipment Hierarchy
- Change Documentation
- Equipment Category
Material and Serial Numbers
- Serial Number Profile
- Goods Movement and Warehouse Stock
- Valuation Batches
Bills of Material (BOM)
- Assemblies
- BOM Categories
- Item Categories
- Change Documentation
Additional Functions
- Configuration
- Classification
- Measuring Points and Counters
- Partners and Addresses
- Document Link
- Status Management
- Permits and Warranties
- Data Transfer
2. Maintenance Processing
Breakdown Maintenance
Preventive Maintenance Processing
- Notification Types
- Objects and Object Information
- Catalogs and Catalog Profiles
- List Viewer for Notifications and Orders
- Order Type
- Object List
- Operation List
- Relationships
- Material List
- Availability Check
- Order Release and Printing
- Material Withdrawal
- Completion Confirmation in Time
- Technical Completion Confirmation
- Technical Completion

- Action Log and Document Flow

Processing External Services
- External Services as Individual Purchase Order
- External Services with External Work Centers
- External Services with Service Entry Sheets
Processing Refurbishment Tasks
- Valuation Type and Valuation Category in the Material Master
- Refurbishment Without Serial Numbers
- Refurbishment with Serial Numbers
- Inventory Management and Controlling
Processing Maintenance Projects
- Planning and Executing Maintenance Projects
- Completion, Settlement, and Monitoring of Maintenance Projects
CATS - Cross-Application Time Sheets
- Data Entry Profile
- Data Entry Sheet
- Data Transfer
Capacity Planning
- Scheduling
- Work Center and Available Capacity
- Capacity Leveling
- Employee Assignment
3. Controlling Functions in Plant Maintenance
Plant Maintenance in the Organizational Structures of Accounting
- Budget Planning and Monitoring
- Cost Estimation
- Planned/Actual Cost Determination
- Order Settlement
- Logistics Information System (LIS)
- Plant Maintenance Information System (PMIS)
- Enhancement Options
4. Preventive Maintenance
Task List Management
- Task List Types
- Profile and User Fields
- Component Assignment
- Task List and Order
Single Cycle Plan
- Structure
- Scheduling Indicator
- Deadline Monitoring
Strategy Plan
- Maintenance Strategy
- Task List and Maintenance Strategy
Performance-Based Maintenance Planning
- Counters and Measurement Documents
- Maintenance Plan Scheduling
Maintenance Planning with Several Counters

- Cycle Sets
- Link Type