END USER TRAINING MANUAL

FOR

SAP PLANT MAINTANACE MODULE

(MASTER DATA)

Document Control:
Author
File Name
Created
Last Edited

01/12/2015

PURPOSE OF DOCUMENT
Purpose of this document is to provide an overview of SAP PM Functionality & details
how transaction are carried in SAP R/3.
CREATION OF WORK CENTER(IR01)
A work center is an organizational unit that defines where and when an operation should
be carried out within a plant. A work center is unique within a plant. Work centers can be
machines, people or production lines. Operations that need to be executed are defined on
a task list and executed at the corresponding user assigned work center. This transaction
enables the user to create basic data, set defaults, assignments, and define capacities and
scheduling data pertinent to a work center. Work centers contain default values that are
copied or referenced in operations at the time of task list creation. They also contain
costing, scheduling and capacity data required for leadtime scheduling and capacity
planning.
MENU : Logistics Plant Maintenance Technical Objects Environment Work
Centers Work Center Create
WORK STEPS:
On the Create Work Center: Initial Screen, enter the information as specified in the
fields in the table below:

Field
Name
Plant

Description

R/O/C User Action and Values

Comments

Plant Number

Enter Plant number. Select

from pull down menu if
required

Work
Center

Work Center
Name/Number

Enter New Work Center

identifier

Work
Center
Cat.

Key which distinguishes

work centers by their
individual categories.

Enter work center type from

drop down box. (ex Plant
Maintenance = 0005)

This is the
plant for
which the new
Work Center
is being
created.
Can be a
numeric or
alphanumeric
identifier, or a
combination
of both.
Determines
which data
can be
2

maintained in
the work
centers
master record.
Plant
Plant associated with the
O
Enter existing plant number Using this
work center from which
feature
data is to be copied.
generally
expedites
work center
creation. To
be used in
conjunction
with Ref.
Work center
field below.
(Note: On above table, in column R/O/C ; R = Required, O = Optional, C =
Conditional)

Press the enter key, the green check mark or the Basic Data push button to continue to the
next screen.
On screen Create Work Center: Basic Data, enter the information as specified in the
fields from the table below:

Field
Name
Descriptio
n

Description

R/O/C User Action and Values

Comments

Description of the Work

Center

This is an
alphanumeric
field.

Person
Responsib

The person maintaining the

work center master files in

R/O

The user can enter a textual

description of particular
operational relevance; e.g.,
a schedulers name or code.
This field can be set to
default from the default

Field values
are
3

le

the system.

Location

Describes the physical

location of the work center.

Usage

Identifies types of task lists

with which the work center
may be associated

Standard
Value Key

Key defining and giving a

dimension (for example,
time or area) to one of up
to six standard values.

work center, or selected

from the pull down list. This
may be a required field,
depending on the work
center category entered on
the Create Work Center:
Initial screen.
Can be selected from the
pull down list.

Use 009 (all task lists)

unless there is a business
reason not to.

maintained in
Configuration.

Not a required
field. If you
use this field
and do not see
the location
you would
like, it must
be configured
in SAP IMG.
Can be set to
default from
the default
work center.
Further details
on each
selection can
be referenced
in
configuration.

Choose the key whose

values most closely
approximate business needs.
(e.g., SAP1 - Normal
Production). Depending on
the key chosen, a pop up
box will appear for
maintenance and efficiency
rate entry.
(Note: On above table, in column R/O/C ; R = Required, O = Optional, C =
Conditional)

On screen Create Work Center: Cost Center Assignment, enter the information as
specified in the fields in the table below.

Field
Name
Validity

Description

R/O/C User Action and Values

Identifies the beginning of

Comments

Defaults to todays date.

4

Start date
Validity
End date
Cost
Center

a validity period
Identifies the end of the a
validity period
Key that identifies the cost
center

O
R

Can be changed
Defaults to 12/31/9999. Can
be changed.
Click on the pull down list
to select or to search (click
on the green check again)
for the correct cost center.

(Note: On above table, in column R/O/C ; R = Required, O = Optional, C =

Conditional)

Click on the yellow folder to save your changes. Subsequently, a message will be
displayed at the bottom of your screen : Work Center xxxxx in Plant xxxx was
created. This indicates that the work center was successfully created.

CREATE FUNCTIONCAL LOCATION (T Code: IL01)

Functional locations need to be structured according to functional, process-related or
spatial criteria.A functional location is an organizational unit to structure the maintenance
objects of a company according to functional, process-related or spatial criteria.
A functional location represents the place at which equipment(s) can be installed and a
maintenance
MENU: Logistics Plant Maintenance Technical Objects Functional Location
Create (general)
Work Steps:
On screen Create Functional Location: initial screen enter information in the fields as
specified in the table below

Field
Name
Funct.Loc
ation

Description

R/O/C User Action and Values

Comments

Functional location name.

A functional location

Can be
identified

Enter the functional location

(alpha/numeric) according to

represents the place at

which a maintenance task
is to be performed.
Edit mask

StrIndicat
or

FunctLoc
Cat

edit mask chosen in the

structure Indicator field.

The edit mask describes

the structure that the
identification of a
functional location is to
have.
The structure indicator of a
functional location
determines the structure of
the functional location
label

Enter the structure indicator

and the corresponding edit
mask will default.

Enter the structural indicator.

The functional location

category is used to
categorize functional
locations according to their
use.

Enter the functional location

category. In the SAP standard
delivered system the functional
location category defaults to
M (Technical systemstandard)

by
alpha/num
eric
characters.

Enter this
first and
press
enter. This
will
enable you
to view
the
correspon
ding edit
mask and
hierarchy
levels to
be
completed
.

(Note: On above table, in column R/O/C ; R = Required, O = Optional, C =

Conditional)

Press the enter key or the green check mark to continue to the next screen.
On screen Create Functional Location: Organisation enter information in the fields as
specified in the table below:

Field
Name
Company
code

Description

R/O/C User Action and Values

Comments

Organizational unit within

financial accounting for
reporting as a legal entity.

Cost
center

Organizational unit in
controlling where costs are
incurred

To change
you must
change the
maintenan
ce plant.
Needed to
settle the
costs
incurred in
the PM
order.

Derived from the maintenance

plant. Once found it is display
only.

Tick Equipment Installed.

Save Functional Location
Hit the save icon or Ctrl+S.

CREATION OF EQUIPMENT (T Code: IE01)

Purpose:
Maintenance history needs to be captured for a physical technical object. Equipment are
master data to manage physical objects in PM and Customer Service. An Equipment
master data object must be created here before it may be associated with a Functional
Location object.
MENU: Logistics Plant Maintenance Technical Objects Equipment Create
(general)
7

WORK STEPS:
On screen Create Equipment: Initial Screen, enter information in the fields as specified
in the table below:
Field
Description
R/O/C User Action and Values
Comments
Name
Equipment Number of the technical
R
If internally numbered leave
May have
object to be created. The
blank and the system will
internal
number can come from a
supply a number when you
and
range that is internal or
save. If an external number
external
external.
range is available and an
number
external number is required
ranges
enter one.
Valid on
Validity date of the
R
Defaults to current day.
technical object
Equip.
Key for distinguishing
R
Select from the pull down list.
Cat.
individual technical objects
Use M (machines) for PM
according to their use.
equipment.
Will default from configuration
but you may change the value
if required.
Press ENTER key
Alternatel
y, click on
the green
check
mark icon

On screen Create Equipment: General Data, enter information in the fields as specified
in the table belo:

Field
Description
Name
Equipment Number by which a piece
of equipment can be
clearly identified.
Descriptio Description of a technical

R/O/C User Action and Values

R
O

The system will default this

number in from the Create
Equipment : Initial Screen
Enter a short text for the

Comments

Long text
8

n
Status

Valid from

object in the form of a

short text.
A status which the system
C
sets internally as a part of
general status management.

Date indicating as of when

an entry is valid from.
Exp. date
Date indicating up to when
an entry is valid.
ManufCou Country where the
ntry
equipment was
manufactured.
Model
Manufacturers model
number
number
Constr.
Year and month in which
yr/mth
the technical object was
constructed.
ManufPart Manufacturers part
No.
number used to manage
objects of the same
category.
ManufSeri The serial number is the
alNo.
number that is assigned by
the manufacturer for an
individual technical object.

equipment
The system will assign both the
system and user status
automatically based on the
transactions performed on this
technical object.

Defaults to the system date

R
O

Defaults to the last day of the

year 9999
Enter the manufacture country.

Enter the model number.

Enter the year and month the

equipment was manufactured.

Enter the manufacturer part

number.

Enter the manufacturer serial

number.

is
available
Both the
system
and user
statuses
can be
determine
d in
configurati
on.

Select a the Location tab or

press Enter.

On screen Create Equipment: Location, enter information in the fields as specified in

the table below:
Field
Description
R/O/C User Action and Values
Comments
Name
Maint
Number which clearly
R
Enter the number of the
9

Plant

Location
Plant
section
Work
center

ABC
indic.

identifies the maintenance

plant. Plant, in which the
technical objects of a
company are installed.
Plant responsible for
maintenance on this
equipment.
Indicates a location in a
plant.
Sub-division of
maintenance plants into
production areas.
Key for identifying the
work center. Work center
responsible for the
completion of the
maintenance tasks
ABC indicator of a
technical object. Ranking
of importance of the master
records of technical
objects.

maintenance plant if desired

Enter the location

Enter the plant section if

desired

Enter a work center or select

from the pull down list.

Enter a value A, B or C if
desired

Derived
from ABC
analysis

On screen Create Equipment: Organization, enter information in the fields as specified

in the table below:

Field
Name
Account
Assignme
nt
Company
code

Description

R/O/C User Action and Values

Comments

Organizational unit within

financial accounting for
reporting as a legal entity.

Derived from the maintenance

plant. Once found it is display
only.

Organizational unit in
controlling where costs are

Enter the cost center, if

applicable.

To change
you must
change the
maintenan
ce plant.
Needed to
settle the

Cost
center

Section Header

10

incurred

Planning
plant

Planner
group

Main
Workctr

Plant in which maintenance O

tasks are planned and
prepared. Plant responsible
for maintenance planning
for this equipment
Group of employees
O
responsible for the
planning and processing of
maintenance tasks in a
particular plant.
Work center in overall
O
charge when a maintenance
task is done.

Enter the planning plan.

Enter the Planner group

Enter the main work center.

costs
incurred in
the PM
order.
Defaults
into orders
referencin
g this
equipment
Defaults
into orders
referencin
g this
equipment
Defaults
into orders
referencin
g this
equipment

Structuring Tab
Use the information on this tab to place the equipment in a hierarchy with functional
locations and other equipment.

Class Overview Button

Use to enter class type used to define parameters in the classification system.
Save the PM Equipment. (Click on the save icon, or Ctrl+S)

11