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SAP PM Configuration

Pack
Published by Team of SAP
Consultants at SAPTOPJOBS
Visit us at www.sap-topjobs.com

Copyright 2007-09@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
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INDEX
1.

INTRODUCTION:-...................................................................................4

2.

GETTING INTO THE CONFIGURATION AREA OF SAP..................5

3.

PM ORGANIZATION STRUCTURE..........................................................9

3.1

Define Planning Plant........................................................................................................... 10

3.2

Assign Planning Plant........................................................................................................... 11

4.

TECHNICAL OBJECTS........................................................................12

4.1

Define Types of technical objects................................................................................... 13

4.2

Define Plant Sections ........................................................................................................... 15

4.3

Define Planner Group ........................................................................................................... 17

4.4

Define Technical object view profile ............................................................................. 19

4.5

Define Object Information Keys ...................................................................................... 24

5.

FUNCTIONAL LOCATION ...................................................................27

5.1

Create Structure indicator for Functional Location............................................... 28

5.2

Define Category of Functional Location ...................................................................... 32

5.3

Define Field selection for functional Location ......................................................... 35

6.

EQUIPMENT ..........................................................................................40

6.1

Maintain Equipment Category ......................................................................................... 42

6.2

Define additional business view for equipment category..................................... 45

6.3

Define Number Range for Equipment............................................................................ 48

6.4

Usage History update ........................................................................................................... 53

6.5

Define Installation at functional Location.................................................................. 55

6.6

Assign user status to equipment category.................................................................. 57

6.7

Define field selection for equipment master record............................................... 59

7.

DEFINE USER STATUS.......................................................................61

8.

MEASURING POINT.............................................................................67

8.1

Define Measuring point categories................................................................................. 68

8.2

Number Ranges ....................................................................................................................... 71

8.3

Define Field selection for Measuring points and Measuring Documents...... 72

9.

PERMITS................................................................................................76

9.1

Define permit category........................................................................................................ 77

9.2

Define Permit Groups........................................................................................................... 79

1. Introduction:A Warm Welcome Friends! PM(Plant Maintenance) Module


has always been like the glue which sticks everything
together at least as far as manufacturing organizations are
concerned and so I am really excited in presenting to you
this PM configuration pack.
One of the things you have to understand is that PM
module is more of master data with fewer configurations.
We have attempted to cover the whole gamete for you and I
am sure you will find all this very interesting, time saving
and you will be able to apply this knowledge quickly to your
immediate area of work.
So let us dive right ahead into the PM module
For the easiness of understanding of PM module, we have
divided it into six topics which you can see below:
1. Master Data - Technical objects
2. Master Data - BOM, Work centre and Task list
3. Preventive Maintenance
4. PM Notification
5. PM Order handling
6. Equipment calibration
In each of the above topics wherever applicable the
configuration is explained in detail. If there are no
configurations relating to that topic you will find only User
manuals. Bear in mind that we have stuck to our style of
keeping all this simple, step-by-step yet very detailed and
comprehensive so that your life at the project place is a breeze.
Having said all this I wish you great success in your SAP
career and hope our paths cross one day.
Take care and good day
Vish

2. Getting into the Configuration area of SAP


BACKGROUND

To make the configuration in SAP, one has to have


authorization to perform transaction in configuration mode.
It is the place where every detail is maintained to make the
transaction happen as per the business mapping.
SCENARIO
It is required to configure various settings in SAP.
INSTRUCTIONS
To do configuration, first one has to logon to the system, and
go to the IMG mode. How to logon to IMG mode is explained
below. From next document onwards, it is mentioned as IMG.
How to get in to the SAP IMG mode?
1. Type spro in the SAP main screen dialog box,
2. Click

3. Click on

Note: - Plant Maintenance related configurations are


available under
Node.
4. Click

5. You are inside the IMG for Plant Maintenance Module.


If the menu path is mentioned as IMG in the further topics,
you have to follow the above step to reach this place.

3. PM Organization structure
Plant maintenance organization structure includes defining
planning plant and maintenance plant.
Planning Plant: Entire planning tasks are carried out in planning plant. In this
plant following activities are carried out:
Maintenance task lists are defined
Planning Material
Preparing and managing maintenance plan
Creation of notification
PM Order maintenance
It is suggested to use planning plant if maintenance planning
is carried out centrally in one plant covering various plants.
If this is not the case and the entire planning is carried out in
respective plants, then each plant will also be planning plant.
Maintenance Plant:In maintenance plant, entire maintenance task is carried out.
Work centre and technical objects (equipment etc.) are
maintained in maintenance plant.

3.1 Define Planning Plant


BACKGROUND
This configuration setting enables to define the planning plant.
Planning plant is the one where the planning of entire
maintenance activities is performed for several plants.
SCENARIO
Define IND6 as planning plant.
INSTRUCTION
Follow the Menu Path: IMGEnterprise Structure
Definition Plant Maintenance Maintain maintenance
planning plant
Click
Click
Enter planning plant. E.g. IND6.
Note: - when creating plant by copying from another plant, all
relevant information is copied.
Click
Click

3.2 Assign Planning Plant


BACKGROUND
This configuration setting enables to assign the planning
plant.
Assignment is establishing relation between planning plant
and maintenance plant.
SCENARIO
Assign IND6 planning plant to IND6 maintenance plant.
INSTRUCTION
Follow the Menu Path: IMGEnterprise Structure
Assignment Plant Maintenance Assign maintenance
planning plant to maintenance plant
Click
Enter the planning plant against the maintenance plant

Click
Click

4. Technical Objects
It is the process of structuring the existing technical objects.
Technical object is the term used in PM to refer the
equipments and functional location.
Arranging the existing equipments (machineries) according to
the PM module defined structure can be termed as arranging
technical objects.
Technical object contains settings related to
Functional location
Equipment
Technical object maintains the master record of functional
location and Equipment.
Let us discuss the above settings in detail one by one under
technical objects.

4.1 Define Types of technical objects


BACKGROUND
This configuration setting enables to define the technical
object types.
Each equipment and functional location can be assigned to
technical object type. Technical object type is mainly used to
group the equipment of similar usage.
Grouping of equipment helps better reporting.
SCENARIO
Define technical object type.
INSTRUCTION
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object General Data Define
Types of Technical Objects
Click

Click

to create new technical object type

Maintain fields as explained below


Field Name
Value and Description of field
Key identifying the object type.
E.g. 512 to indicate Generator
group.
Description of the object type.
E.g. Diesel Generators.
Click
Click

4.2 Define Plant Sections


BACKGROUND
This configuration setting enables to define the plant sections.
Plant section helps to subdivide the maintenance plant for
production responsibility. Person responsible will coordinate
between production and plant maintenance.
This can be used for evaluation purpose also.
SCENARIO
Define plant sections for IND6.
INSTRUCTION
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object General Data Define
Plant Sections
Click
Click
Maintain the field as explained below

Maintain fields as explained below


Field Name
Value and Description of field
Key identifying plant. E.g.
IND6
Key identifying the plant
section. E.g. 100
Name of person responsible
Contact phone number
Click
Click

4.3 Define Planner Group


BACKGROUND
This configuration setting enables to define the planner Group.
Planner group is a mandatory entry for maintenance planning
plant. Person or group of person or department can be defined
as a planner group.
Planner group is assigned to each equipment
SCENARIO
Define planner group for IND6.
INSTRUCTION
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object General Data Define
Planner Group
Click
Click
Maintain fields as explained below
Field Name
Value and Description of field
planning plant
Key identifying the planning
plant. E.g. IND6
Planning group. E.g. 100
planning group
Name of planner group
Contact number of planner

group.

Click
Click

4.4 Define Technical object view profile


BACKGROUND
This configuration setting enables to define the technical
object view profile.
Technical object view profile controls the screen sequence
when creating the technical object.
Technical object view profile created here is assigned to
equipment category or functional location category and
activated.
When creating equipment, screen sequence will be displayed
as per the setting here.
SCENARIO
Discuss the standard technical object view profile.
INSTRUCTION
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object General Data Set
view profile for Technical object
Click
Click

to create new entries.

Maintain fields as explained below


Field Name
Value and Description of field

- screen group to select the screen group from


the available entreis.
identify the technical object.

profile description

Key identifying profile. Enter


profile. E.g. MACH
Profile description to be
maintained here. E.g. All
Kinds of machine

Click

Select the row which was created as above

Double Click

in the left side of the screen.

Click
Maintain fields as explained below
Field Name
Value and Description of field
Number
to
identify
the
number
sequence.
Select
from
available entries

Description
of
the
field.
Displayed after selection of
number.
Indicates the tab screen is
active
Sub screen sequence number
sequence number
to be displayed under main
screen.
Note: - Repeat the sequence number maintenance by selecting
the proper required screen from the available entries.
Click

Select the row created as above

Double click
Maintain the screen number by selecting from available
entries
Maintain icon
Maintain title for the tab screen

Repeat the above steps to create new number range interval.


Click
Click

Impact of this configuration in Master Data /


Transaction
This view profile is assigned to an equipment category.

When creating the equipment of type Machine system screen


sequence display will be as per this setting.
Let us create equipment of type machine

4.5 Define Object Information Keys


BACKGROUND
This configuration setting enables to define the object
information keys.
This setting determines the data of information displayed for
technical object thro special information window.
This key can be assigned to equipment, functional location
and functional location structure
SCENARIO
Discuss the object information keys standard setting.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object General Data Define
Object Information keys
Click
Click

to create new entries.

Maintain fields as explained below


Field Name
Value and Description of field
Key identifying the object info.
E.g. PM
Tick in this check box will
check for the information in

the object and displayed. Also


system performs the warranty
check.
Reference
for
notification.
System navigates to the
object.
Number of days in the past for
PM info structure to select
data.
Number
of
breakdown
reported
Reported
number
of
notification.
Number of PM orders created.
Number of Processing days
from
day
of
notification
created until it is completed.
Number
of
completed
notifications.
Number of completed orders
to be displayed.
Tick in this check box will
display
the
number
of
completed notification.
Tick in this check box will
display
the
number
of
outstanding notifications
Enter the number of days to
which
the
completed
notification is to be displayed.
To
display
the
contract
information.
Tick in this check box will
display
the
class
characteristics.
Click

Click

Impact of this configuration in Master Data /


Transaction
This object information key is assigned to the equipment
category. When displaying Equipment, info according to this
setting is displayed.

5. Functional Location
Functional location indicates the
maintenance activities are carried out.

location

where

the

Functional location represents the place where the technical


object can be installed.
Functional location is a structured arrangement of
maintenance area. Example, a functional location can be
arranged as below.
Based on functional criteria pumping station
Based on process Mixing, evaporating, condensing
In short, it is used to define functionally where equipment is
located. E.g. Valve, there can be many valves but using
functional location, the exact location of each valve can be
identified.
Hope you got an idea of functional location, let us go into its
configuration details now.

5.1 Create Structure indicator for Functional Location


BACKGROUND
This configuration setting enables to define the structure for
functional location.

This structure helps to identify the functional location exactly.


SCENARIO
Create functional location structure for IND6 as above.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Functional Locations

Create
Structure
indicator
for
Reference
Locations/Functional Locations
Click

Click

to create new entries.

Maintain fields as explained below


Field Name
Value and Description of field
Key identifying the structure
indicator. E.g. IND6
Structure text. E.g. Structure
for IND6.
Enter the way the functional
***
locations is to be structure.
E.g.
Hierarchy level to indicate the
hierarchy level ***
number of hierarchies.

*** - Edit mask field indicates the allowed type of character to


be created during functional location creation.
Allowed letters and signs are given below for ready reference.
"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 the number of hierarchy. Each


number must be entered at the end of first level as shown
above. Numbers from 0 to 9 can be used for this. Level 10 is
represented by the figure 0, level 11 by the figure 1, and so on.

Click
Click

Impact of this configuration in Master Data /


Transaction
When creating functional location structure, it will be created
as per the structure setting maintained here.

Select the right structure indicator before creating functional


location.

5.2 Define Category of Functional Location


BACKGROUND
This configuration setting enables to define the functional
location category.
Functional Location category contains
Status profile
Partner determination procedure
Default value for measuring point
Field selection
Permit change document
Object info key
SCENARIO
Discuss functional location category.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Functional Locations
Define category of Functional Locations
Click
Click

to create new entries.

Maintain fields as explained below


Field Name
Value and Description of field
Key identifying the functional

location category. E.g. M


Enter description of functional
location category.
Tick in this check box will
document
the
change
document in the master
record.
Tick in this check box will
identify the functional location
category as customer object.
Tick in this check box will
provide other data screen
when maintaining technical
objects.
Respective profile, object info,
view profiles are maintained
here.

Click
Click

Impact of this configuration in Master Data /


Transaction
When creating functional location structure,
location category defined here will be used.

functional

5.3 Define Field selection for functional Location


BACKGROUND
This configuration setting enables to define the functional
location field selection.
Through this configuration setting it is possible to make a field
mandatory, optional, hide or view only.
It is required to make certain field to make mandatory
according to the business requirement.
SCENARIO
Make Manufacturer field as mandatory for functional location
category M
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Functional Locations
Define field selection for Functional Locations
Click

Double click
Identify the manufacturer field as shown below

Double click on Manufacturer field

Click on
Click
Enter the functional location category as M
select

radio button

Click

Click

to create new entries.

Impact of this configuration in Master Data /


Transaction
When creating functional location
manufacturer field become mandatory.

with

category

M,

6. Equipment
An individual machine or tool is defined as equipment in the
PM module. Every equipment is managed individually.
Equipment can hold the following individual records:
Year of construction
Warranty period
Usage
Maintenance task to be performed
Record of maintenance task
calibration)
9 Technical data to be analyzed
9
9
9
9
9

performed.

(gauge

Where ever the above records are to be maintained for an


individual object that has to be created as equipment in SAP
PM Module.
Use of equipment in other logistics modules are:

PRT Production Resource Tool in PP


Test Equipment in QM
Serialized material in MM
Customer devices in SD

Any items, which can not be repaired due to its low cost and
that can be replaced should be defined as material assembly.
Objects which can be installed, repaired and maintenance
history are to be monitored are to be defined as technical
object. I.e. as equipment or functional location
Friends, I am sure, now you have a doubt, what objects are to
be defined as equipment and what are to be defined as
functional locations?

Equipment:Requirement
To
handle
Management

Processing as Equipment
in
Inventory By defining as equipment, it
can be serialized by assigning
material number and serial
number to it.
Configuring equipment
Equipment can be configured
by super BOM.
Install equipment
Equipment can be installed in
functional location if required.
It can exist without installing
also. i.e as a individual object.
It should be a fleet object
Equipment
can
also
be
defined as fleet object.
Note:Equipment number cannot be changed once it is created.
If an object needs to have above functions, it has to be created
as equipment.
Functional Location:9 Functional locations are automatically ordered in the
structure when created,
9 It is possible to summarize data for individual hierarchy
levels as the functional location structure is strictly
hierarchical.
9 A functional location that is installed in another
functional location cannot store the history of its
installation location. It only shows the current
installation location.

OK, let us go to the Equipment configuration.

6.1 Maintain Equipment Category


BACKGROUND
This configuration setting enables to define the equipment
category. Equipment category is a mandatory entry for each
equipment master record.
Equipment category contains
9
9
9
9

Screen sequence
Number range assignment
Usage history
Option to install at functional location

SCENARIO
Discuss equipment category
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Equipment
Equipment categories Maintain Equipment category
Click
Click

to create new entries

Maintain fields as explained below


Field Name
Value and Description of field
Category
Key identifying the equipment

Reference category

equipment category
- alpha numeric eqp.no.
change document
work flow

object info

construction type

category E.g. Y
Indicating
the
type
of
category. Select from available
entries.
Available entries are

Description
of
equipment
category. E.g. IND6 Machine
Tick in this check box will not
allow
alpha
numeric
numbering of equipment.
Tick in this check box will
maintain
the
change
document.
Tick in this check box will
generate work flow event
during create, change or when
changing location.
Object info parameter id.
Over view profile to be
displayed during display of
equipment.
To ensure the construction
type* and Material master is
same in the master record of
serialized equipment.

* Note about construction type:


- A number of a material master which is entered in the
equipment or functional location master record.
Following are Two types of relation (construction type):
Method 1:
9 Define BOM and Task list for the material.
9 Assign this material to technical objects.
9 This will avoid defining BOM & Task list these separately
for each technical object

Method 2:
9 When replacing equipment in the functional location,
right equipment can be determined with a particular
material number in its master record.
Click
Click

Impact of this configuration in Master Data /


Transaction
When creating equipment, equipment category must be
maintained.

6.2 Define additional business view for equipment


category
BACKGROUND
At equipment category level, additional following views can be
activated.
9 Sales Data - to hold sales org. info
9 PRT view Info related PRT
9 Serial number assignment view Contains material
master and serial number info
9 Equipment configuration view holds configurable
material details
9 Configuration control holds related links to info on
product and process engineering.
SCENARIO
Define additional views for equipment category.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Equipment
Equipment categories Define additional business views for
equipment categories.
Click
Maintain fields as explained below
Field Name
Value and Description of field
- equipment
Equipment category, appear
as default from previous

setting. Maintain the details


against category M
Selection of PRT screen. Select
radio button or selection.
Tick in this check box will
sales data
include
sales
data
in
equipment master.
Tick in this check box will
configuration data
provide the configuration data
screen/
Tick in this check box will
serial number data
provide the serial number
maintenance
screen
in
equipment master.
Configuration control Tick in this check box will
provide
the
configuration
data
control data which has link to
product and process data info.

Click

Click

Impact of this configuration in Master Data /


Transaction
When creating equipment, screens defined for a specific
equipment category will be displayed.

6.3 Define Number Range for Equipment


BACKGROUND
This configuration setting enables to define the number range
for equipment category.
Equipment number range is controlled through equipment
category.
Note: - Number range is directly maintained in the production
system.
SCENARIO
Discuss number range for equipment category
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Equipment
Equipment categories Define Number Range.
Click

Click

Equipment category C, T and Y are not assigned with any


number range.
Click on required category. E.g. Y
Click
Tick the check box in group

Click

Note: Y equipment category is assigned with number range.


To create another group
From the top of the menu Group insert
Maintain text . E.g. machine group
Maintain From number and To number. E.g. 20000000 to
29999999

Click
Click

Click
Click

Impact of this configuration in Master Data /


Transaction
When creating equipment master record, number range will be
assigned as per the setting defined here.

6.4 Usage History update


BACKGROUND
This configuration setting enables to define the update history
for equipment category.
SCENARIO
Define update history for equipment category M.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Equipment
Equipment usage period Usage History Update.
Click

Tick the check box in


Click
Click

column.

6.5 Define Installation at functional Location


BACKGROUND
This configuration setting enables to permit the installation of
equipment in functional location.
Equipment may be installed in the functional location.
SCENARIO
Define installation at functional location for equipment
category M.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Equipment
Equipment usage period Define installation at functional
location.
Click

Tick the check box


installed at functional location.
Click
Click

if the equipment is to be

6.6 Assign user status to equipment category


BACKGROUND
This configuration setting enables to assign the user defined
status to an equipment category.
User status can be used to assign specific status to a
equipment and to control further business transaction.
SCENARIO
Discuss assigning user defined status to equipment category.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Equipment Assign
user status profile to Equipment category.
Click
Assign the user status profile
category.

against equipment

Click
Click

6.7 Define field selection for equipment master record


BACKGROUND
This configuration setting enables to define the Equipment
field selection.
Through this configuration setting it is possible to make a field
mandatory, optional, hide or view only.
It is required to make certain field to make mandatory
according to the business requirement.
SCENARIO
Make Manufacturer
category M

field

as

mandatory

for

Equipment

INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Technical object Equipment Define
field selection for equipment master record
Click

Double click
Note: - Rest of the steps is same as explained to that of
functional location field selection.

7. Define User Status


BACKGROUND
This configuration setting enables to define the user specific
status and to control the further business transaction.
User defines status profile is assigned to the object. i.e to
equipment category or to functional location.
SCENARIO
Discuss user status profile.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master data in Plant maintenance and
customer service Basic settings Define User status
Click

Double click

Click

to create new status

Click

to create new status by copying from existing one

Lets create by copying from status profile 1000

Keep the cursor on status profile 1000


Click

Enter the new status profile. E.g. 100099


Click
Double click 100099
Maintain fields as explained below
Field Name
Value and Description of field
status number
Enter number to identify
status.
Enter four digit user defined
user defined status
status.
short text
Status text
Initial status
Check box to identify the
initial status. At least one
status must be defined as
initial status.
Number indicating the lowest
lowest status number
number.
Number indicating the highest
number.
Note: - this status row can be
assigned with status number
from lowest number to highest
number.
Authorization key to control
the use of status
Note:- Create all the required status row as explained above.

Double click the status for which the further business process
is to be restricted. E.g. 0003 Equipment damaged in
warehouse.
Let us try to restrict installing this equipment at this status.

Note: - Presently
controlled.
Click

there

are

two

business

transaction

to create additional business transaction.

Select the radio button in


row.

column in install equipment

Click
Click

Impact of this configuration in Master Data /


Transaction
Status profile created can be assigned to equipment category.

8. Measuring Point
Measuring points are used to enter the reading or count for
technical objects. It is mainly used to
9 Document the condition of a technical object at
given point of time.
9 Perform counter based maintenance
9 Perform condition based maintenance
Documentation requirement situations:
9 Legal requirements
9 Critical values for environmental protection
9 Critical values for health and safety
Counter based maintenance
9 Preventive maintenance
9 To reduce breakdown maintenance
Condition based maintenance
9 Maintenance performed on certain condition
To achieve the above objectives, preventive maintenance is
used.
Ok let us get in to configuration of measuring point. There are
more master record than customizing.

8.1 Define Measuring point categories


BACKGROUND
This configuration setting enables to define the measuring
point categories.
Measuring point categories are mandatory requirement for
measuring point.
It defines the following:
9 Measurement item uniqueness
9 Use of catalog type to enter readings
9 System response control when reading exceeds the
range
9 Tolerance time allowed for entering the reading in
future
SCENARIO
Discuss measuring point category setting.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master Data in Plant maintenance and
customer service Basic settings Measuring point,
counters and measurement document Define Measuring
Point categories
Click
Click

Maintain fields as explained below


Field Name
Value and Description of field
Key identifying the measuring
point category. E.g. G
Description of measuring point
category. E.g. IND6 measuring
point category
Uniqueness of the measurement
position of this measuring point
category.
This
measurement
category may be used in many
places, if the measurement
position is required to be unique,
it can be achieved thro this
setting.
Select.1 from available entries

Allowed catalog type for entering


values. E.g. C. Select from
available entry.
Type of message when the
measurement reading is out of
range.
E.g. W for warning message.
Tolerance period in seconds to
record the measurement reading.
It is difficult to enter the reading
exactly at the exact SAP time i.e
measuring point.
E.g. 300 to indicate five minutes.
Click
Click

Impact of this configuration in Master Data /


Transaction
When creating a measuring point inside the technical object,
measurement category must be maintained.

8.2 Number Ranges


BACKGROUND
This configuration setting enables to define the number range
for measuring point.
Number range for measuring point and measuring document
has to be defined.
Number range definition is already explained for equipment.
The process is similar to that of explained above and hence
not repeated here
Please note, number range must be confirmed for
Measuring point and
Measuring document in this configuration settings
SCENARIO
Define number range for measuring point.
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master Data in Plant maintenance and
customer service Basic settings Measuring point,
counters and measurement document
Create number ranges for measuring point
Create number ranges for measuring document

8.3 Define Field selection for Measuring points and


Measuring Documents.
BACKGROUND
This configuration setting enables to define the functional
location field selection.
Through this configuration setting it is possible to make a field
mandatory, optional, hide or view only.
It is required to make certain field to make mandatory
according to the business requirement.
SCENARIO
Make Measurement position as mandatory for measuring
point category G
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master Data in Plant maintenance and
customer service Basic settings Measuring point,
counters and measurement document Define field selection
for measuring point and measurement document
Click

Click Page down

Double click on
Click on

Click
Enter measuring point category. E.g. G
Select Req radio button

Click
Click

Impact of this configuration in Master Data /


Transaction
When creating a measuring point inside the technical object,
measurement position becomes mandatory entry

9. Permits

Permits are used to control the PM order processing to ensure


All required safety precautions have been taken care
financial resources are available
The work has been approved at higher level
Permits are created as a master data and assigned to order or
technical objects.
Steps involved with permits are:
9
9
9
9
9

Create permits master data


Assign to order or technical objects
Permits automatically get assigned to PM order
Issue permits to the order either by printout of permits
Orders executed

Settings in permit are:


Define permit category
Define permit group and assign class of type 049
Note: - Only one permit group is allowed to create with class
assignment. By this way permits get assigned to the order
automatically.

9.1 Define permit category


BACKGROUND
This configuration setting enables to define the permit
category.
Permit category is used when creating permit master record.
SCENARIO
Discuss permit category
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master Data in Plant maintenance and
customer service Basic settings Permits Define permit
categories
Click
Click
Maintain fields as explained below
Field Name
Value and Description of field
Key identifying the permit
category. E.g. W
Text
identifying
permit
category key. E.g. Work Permit
Click

Click

Impact of this configuration in Master Data /


Transaction
When creating a permit master record, permit category is
maintained.

9.2 Define Permit Groups


BACKGROUND
This configuration setting enables to define the permit group.
SCENARIO
Discuss permit group
INSTRUCTIONS
Follow the Menu Path: IMGPlant maintenance and
customer service Master Data in Plant maintenance and
customer service Basic settings Permits Define permit
groups
Click
Maintain permit group and permit class

Note: - Permit class is for approval with class type 049.


Click
Click

Warranties

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