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IT Implementation
Solution Paper Design
Sign-off
Please sign and Date. Name Signature Date
Functional Analyst PM Pravin Vanage
Module:
Checklist
Have all assumptions, if any, be documented?
Have all affected teams been notified of any decisions that affect them, (i.e. Functional,
Development, Technology and Business Units).
Amendment Record
Revision Date Author Change Summary
0.1 30/10/2013 Pravin Vanage <Initial Draft>
0.2 <Updates made during team discussion (0.2 –
0.9)>
1.0 <Release for PO sign-off>
1.1 07/02/2017 Mukesh Gohil <Updates during Realisation phase after PO
sign-off (1.1 to 1.9)>
2.0 <Release of revised version in next phase if
required (Testing)>
Purpose
The purpose of this solution paper is to answer all business questions and issues relating to the
Create/Change Plant Maintenance order.
SP-PM-Functional Location
SP-PM-Equipment
SP-PM-Notification
SP-PM-Work Clearance Management
Related documentation
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and Service
Processing Maintenance and Service Orders Functions and
Settings for Order Types Configure Order Types
2. On the Change View “Maintenance Order Types” Overview screen, choose New
Entries.
3. Make the following settings.
Field name User Action and Values
Order Type PM01
Text Emergency Maintenance Order
Use: The purpose of this activity is to indicate order types for Refurbishment Processing.
Procedure:
Use: The purpose of this activity is to indicate order types for Refurbishment Processing.
Procedure:
Use: The purpose of this activity is to assign order types to maintenance plants.
Procedure:
Use: The purpose of this activity is to define default values for units for operation in order.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and Service
Processing Maintenance and Service Orders General Data
Define Default Values for Units for Operation
2. On the Change View “Valid Order Types By Planning Plant”: Overview screen,
choose New Entries.
3. Make the following entries:
Planning Plant Norm.duratn un. Unit text Unit for work Unit for text
NBPD H hour H hour
4. Save your entries.
5. Configure the same above mentioned entries for remaining Planning plants.
6. Save your entries.
Use: The purpose of this activity is to define documentation for goods movement for the order.
Procedure:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service
Processing Maintenance and Service Orders Functions and
Settings for Order Types Goods Movement for Order Define
Documentations for Goods Movements for the Order
2. On the Change View “Valid Order Types By Planning Plant”: Overview screen,
make the following entries:
Plnt Type PurchOrder PIGoodsIss UnplGdsIss GR refrbshmnt
NBPD PM01 Select Select Select
NBPD PM02 Select Select Select
NBPD PM03 Select Select Select
NBPD PM04 Select Select Select Select
NBPD PM05 Select Select Select
NBPD PM06 Select Select Select
NBPD PM07 Select Select Select
3. Save your entries.
4. Configure the same above mentioned entries for remaining Planning plants.
5. Save your entries.
Use: The purpose of this activity is to assign costing parameters and results analysis keys to
service order.
Procedure:
Use: The purpose of this activity is to define control parameters for completion confirmations.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and Service
Processing Completion Confirmations Define Control
Parameters for Completion Confirmations
2. On the Change view “Confirmation Parameters”; Overview screen, choose the
entries in the table below and follow the procedure described in steps 3 and 4:
Plnt Name 1 Type Description of order type
NBPD North Bihar Power PM01 Emergency Maintenance order
Distribution
NBPD North Bihar Power PM02 Corrective Maintenance order
Distribution
NBPD North Bihar Power PM03 Preventive Maintenance order
Distribution
NBPD North Bihar Power PM04 Refurbishment Maintenance order
Distribution
NBPD North Bihar Power PM05 Condition Monitoring Maintenance
Distribution Order
NBPD North Bihar Power PM06 Capital investment Maintenance Order
Distribution
NBPD North Bihar Power PM07 General Maintenance Order
Distribution
3. Choose New Entries.
4. Make the following settings:
Order Type Field name Value
PM01 Propose Dates Select
Final Confirmation Select
Use: The purpose of this activity is to maintain a specific combination of screen areas in the
overall completion confirmation.
The data fields for the completion confirmation are grouped according to content. You can find
these groups again on the individual screens. This enables you to find a screen template for the
header data, which you can select as required. Other confirmation objects can be assigned to
individual screen areas.
You can choose from five screen areas. A screen area consists of two parts. You can structure
the assignment of the following individual confirmation objects as required:
Times for order operation
Services
Goods movement
Causes of damage
Measurement and counter readings
Tasks
Activities
You can also activate pushbuttons for the setting. This function enables you to reach less
frequently used confirmation functions using pushbuttons. Deactivated pushbuttons mean that
this function is not allowed for this profile.
If you only want to fill one part of a screen area with a presetting, then this can only be on the
left-hand side of the screen. An incorrect configuration of the screen area is automatically
corrected.
Procedure:
Activities Select
Items Select
Use: The purpose of this activity is to define proposed reference time for technical completion of
order.
Procedure:
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and
Service Processing Maintenance and Service Orders Functions
and Settings for Order Types Maintenance Activity Type Define
Maintenance Activity Types
2. On the Change view “Maintenance Activity Types” Overview screen, choose New
Entries.
3. Make the following entries.
MAT MAT Description
001 Inspection
002 Preventive maintenance
003 Repair
004 Refurbishment material
006 Investment
010 Warranty case
011 Insurance case
012 Repair service
100 Shut down Activity
101 External Service
102 Emergency Maintenance
103 Emergency – OH Job
104 Emergency – UG Job
105 Emergency – DT Transformer
106 Emergency – Power Transformer
107 Corrective Maintenance
108 Preventive Maintenance
109 Overhauling of spare Assembly
Use: The purpose of this activity is to assign valid maintenance activity types to maintenance
order types.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and
Service Processing Maintenance and Service Orders Functions
and Settings for Order Types Maintenance Activity Type Assign
Valid Maintenance Activity Types to Maintenance Order Types
2. On the Choose view “Valid Maintenance Activity Types for Each Order Type”
screen, choose New Entries.
3. Make the following settings.
Type Order type text MAT MAT Description
PM01 Emergency Maintenance order 101 External Service
PM01 Emergency Maintenance order 102 Emergency Maintenance
PM01 Emergency Maintenance order 103 Emergency – OH Job
PM01 Emergency Maintenance order 104 Emergency – UG Job
PM01 Emergency Maintenance order 105 Emergency – DT Transformer
PM01 Emergency Maintenance order 106 Emergency – Power Transformer
PM02 Corrective Maintenance order 100 Shut down Activity
PM02 Corrective Maintenance order 101 External Service
PM02 Corrective Maintenance order 107 Corrective Maintenance
PM03 Preventive Maintenance order 100 Shut down Activity
PM03 Preventive Maintenance order 101 External Service
PM03 Preventive Maintenance order 108 Preventive Maintenance
13. Default Values for Maintenance Activity Type for each Order Types.
Use: The purpose of this activity is to default values for maintenance activity type for each order
types.
Procedure:
Use: The purpose of this activity is to define partner determination procedure and partner
functions for service order.
Procedure:
Use: The purpose of this activity is to define scheduling parameters for maintenance orders. We
can set the following scheduling parameters for every maintenance order and for every
maintenance plant:
Automatic scheduling
Display scheduling log automatically after scheduling
Maximum number of days for start in the past
Automatic adjustment of the start/finish dates
Shift order indicator
Scheduling to incorporate breaks (breaks at the work center are taken into account
when scheduling is created)
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and Service
Processing Maintenance and Service Orders Scheduling Set
Scheduling Parameters
2. On the Change View “Specify scheduling parameters Overview screen, choose
Plant NBPD, Order Type PM01.
3. Make the following settings.
Field name User Action and Values
Plant NBPD
Order Type PM01
ProdScheduler *
Adjust Dates Adjust basic dates, adjust dep. Reqmts to
operation date
Scheduling Type Forward
Start in the Past 0
Automatic Scheduling Select
Shift Order Select
4. Choose Save and Back.
5. Repeat steps 2 - 4 for Plant NBPD and Order Type PM02 to PM07.
6. Configure the same above mentioned entries for remaining Planning plants
7. Save your entries.
Use: The purpose of this activity is to define number range for service order.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code OION
IMG Menu Plant Maintenance and Customer Service Maintenance and
Service Processing Maintenance and Service Orders
Functions and Settings for Order Types Configure Number
Ranges
2. On the Order number ranges screen, choose Maintain Groups (F6).
3. Click on PM01 which under Not assigned, choose select element (F2).
4. Mark the Modules group, choose Assign Element/group(F5).
5. Save your entries
6. Repeat step 2 to 5 for PM02 to PM07.
Use: The purpose of this activity is to assign notification type to order type.
Procedure:
1. Access the activity using one of the following navigation options:
Use: The purpose of this activity is to define scope of check for functional location and
equipment.
Procedure:
Use: The purpose of this activity is to define time and creation of Settlement Rule.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
2. On the Change View “Time for Settlement Rule, Distribution Rule for Sub-order”;
overview screen, choose New Entries.
3. Make new entries by maintaining in the following data:
Order Description Type
Type
PM01 Distribution rule for release No special handling for sub order
PM02 Distribution rule for release No special handling for sub order
PM03 Distribution rule for release No special handling for sub order
PM04 Distribution rule for release No special handling for sub order
PM05 Distribution rule for release No special handling for sub order
PM06 Distribution rule for release No special handling for sub order
PM07 Distribution rule for release No special handling for sub order
Use: The purpose of this activity is to maintain control keys. In this step, control keys for the
individual operations of the maintenance orders will be defined. Control key of the operation
determine following activities:
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
2. On the Change View “Control Keys for Operation”; overview screen, choose New
Entries
Prepared By: Mukesh Gohil Page 20 of 31
Created On: 23/01/2019
Filename: Maintenance Management
R-APDRP - BSPHCL
IT Implementation
Solution Paper Design
Service select
21. Maintain Default Values for Control Keys for Order Types.
Use: The purpose of this activity is to maintain default values for control keys for order types.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
2. On the Change View “Control Keys Default”; overview screen, choose New Entries
Field / Parameters Description
Planning Plant NBPD
Order Type PM01
Order Type Description Emergency Maintenance Order
Control Key PM01
Control Key Description Plant maintenance - Internal
3. Repeat step 2 for Planning Plant NBPD and Order Type PM02 to PM07.
4. Save the entries.
5. Configure the same above mentioned entries for remaining Planning plants
In this step control key proposed in the operations of maintenance orders will be determined.
This is determined for order type.
For BSPHCL PM orders will be created with default control key as PM01. All orders will process
through “PM01” as control key. In case of specific situation where WCM process needs to be
followed, user will change the control key from “INT” to “WCM”.
22. Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval
Prepared By: Mukesh Gohil Page 22 of 31
Created On: 23/01/2019
Filename: Maintenance Management
R-APDRP - BSPHCL
IT Implementation
Solution Paper Design
Procedure:
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
3. On the Change View “Priority Types” Overview screen, select new entries.
Prepared By: Mukesh Gohil Page 23 of 31
Created On: 23/01/2019
Filename: Maintenance Management
R-APDRP - BSPHCL
IT Implementation
Solution Paper Design
Use: The purpose of this activity is to define Priorities for each Priority types.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
3. On the Change View “Priorities for each Priority types” Overview screen, select new
entries.
Pr Typ Prior Priority Rel start Rel Priority SD ED
type End text Un Un
PM 1 PM priorities 0 1 1-Very D D
High
PM 2 PM priorities 0 2 2-High D D
PM 3 PM priorities 1 3 3-Medium D D
PM 4 PM priorities 2 5 4-Low D D
PM A PM priorities 0 4 U-Fuse- H H
Off:4H
PM B PM priorities 0 6 U-O/H H H
Line
BD:6H
PM C PM priorities 0 24 U-UG H H
Cable
BD:24H
PM D PM priorities 0 24 U-DTR- H H
Failure:24
H
PM E PM priorities 0 12 Scheduled H H
Outage:12
H
PM F PM priorities 0 10 Vol D D
Fluctuatio
n Enh
PM G PM priorities 0 3 Vol MO MON
Fluctuatio N
n UpGr
Prepared By: Mukesh Gohil Page 24 of 31
Created On: 23/01/2019
Filename: Maintenance Management
R-APDRP - BSPHCL
IT Implementation
Solution Paper Design
PM H PM priorities 0 24 R-Fuse- H H
Off :24H
PM I PM priorities 0 36 R-O/H H H
Line
BD:36H
PM J PM priorities 0 48 R-UG H H
Cable
BD:48H
PM K PM priorities 0 72 R-DTR- H H
Failure:72
H
4. Save the entries.
Use: The purpose of this activity is to define Priority Type for Orders.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
3. On the Change View “Priority Type per Order Type” Overview screen, select new
entries.
Order Description PrTyp Priority type
Type
Use: The purpose of this activity is to define default values for Component Item Categories.
Procedure:
1. Access the activity using one of the following navigation options:
Prepared By: Mukesh Gohil Page 25 of 31
Created On: 23/01/2019
Filename: Maintenance Management
R-APDRP - BSPHCL
IT Implementation
Solution Paper Design
Use: The purpose of this activity is to define default value for current date as basic date.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and Service
Processing Maintenance and Service Orders General Data
Activate Default Value for current date as basic date.
2. On the Change View “Current Date Default for Basic Dates in Maintenance Order ”:
Overview screen, choose New Entries.
3. Make the following entries:
Planning Plant Default Current
date
NBPD Select
4. Save your entries.
5. Configure the same above mentioned entries for remaining Planning plants.
6. Save your entries.
Use: The purpose of this activity is to define default value for the accounting area for every
Order type.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and Service
Processing Maintenance and Service Orders Assign Default
Values for Settlement Areas to Order Types
2. On the Change View “Settlement Parameters for Maintenance Order ”: Overview
screen.
3. Make the following entries:
Planning Name Order Order Type Processing Scheduling
Plant Type Description Group Type
Use: General order settlement contains settlement rule and perform a settlement run in
application.
Settlement rule - Rule that determines which portions of a sender's costs are allocated to which
receivers.
Perquisite of this function are,
Create a settlement profile
Create a settlement structure
Define a number range
All these prerequisites are already created in the system; same will be utilized for BSPHCL.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service Maintenance and Service
Processing Basic Settings General Order Settlement Maintain
Settlement Profile
2. On the Change View “Settlement Profile ”: Overview screen.
3. Make the following entries:
Field Value
Settlement Profile 40
To be settled in Full Select
Allocation Structure A3
Default Object Type CTR
Indicators-%settlement Select
Indicators-Equivalence numbers Select
G/L account Settlement not allowed
Cost center Settlement optional
Order Settlement optional
WBS element Settlement optional
Fixed asset Settlement optional
Material Settlement optional
Network Settlement not allowed
Profit. Segment Settlement not allowed
Sales order Settlement not allowed
Cost objects Settlement optional
Order Item Settlement not allowed
Business proc Settlement not allowed
Real Est. Object Settlement optional
Document type SA – (G/L account document)
Max.no.dist.rls 2
Residence time 3
4. Save your entries.
Use: The purpose of this activity is to define object information keys when create notification or
order.
Procedure:
Prepared By: Mukesh Gohil Page 28 of 31
Created On: 23/01/2019
Filename: Maintenance Management
R-APDRP - BSPHCL
IT Implementation
Solution Paper Design
Use: The purpose of this activity is to assign object information keys to order types.
Procedure:
32. Define Default Value for Planning Indicator for Each Order Type.
Use: In this section, you can define a default value for each order type for the order planning
indicator. The order planning indicator is used for selection and statistical analyses in the Plant
Maintenance and Customer Service Information System.
Three order planning indicators are predefined by SAP:
Planned order. You should use this indicator for order types, for which tasks can be
anticipated.
Unplanned order. You should use this indicator for order types, for which the task
cannot be anticipated, but also need not be performed immediately.
Immediate order. You should use this indicator for order types, for which the necessity
of the task cannot be anticipated, but where the task must be performed immediately.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Maintenance and
Service Processing Maintenance and Service Orders Functions
and settings for order types Define Default value for planning
indicator for each order type
2. On the following screen, make the following entries:
Order Type Unplanned Order Immediate Order Planned Order
PM01 Select
PM02 Select
PM03 Select
PM04 Select
PM05 Select
PM06 Select
PM07 Select
Impacts
N/A