CONTENTS

Exploring SAP and Plant Maintenance ................................................1

Plant Maintenance Background ................................................................2
SAP Background .......................................................................
Plant Maintenance in an R/3 Environment .................................................3
Re-engineering .........................................................................................3
SAP R/3 Instances and Clients .................................................................4
Concepts and Terminology of R/3 Plant Maintenance ................................8
Configuration Data, Master Data, and Transactional Data ..........................8
Preparing the System ...............................................................................8
Cost Centers and Cost Elements ..............................................................8
Bills of Material ....................................................................................9
Work Centers ........................................................................................9
Configuring SAP R/3 Plant Maintenance ..................................11
The Implementation Guide (IMG) ..........................................................12
Transports and Change Requests ............................................................15
Back to the Implementation GuidePlant Maintenance Configuration .................21
Security: Authorizations and Roles ......................................................................22
Engineering Change Management .......................................................................25
Number Ranges .................................................................................................25
Plant Maintenance-Specific Configuration .....................................................30
Master Data in Plant Maintenance and Customer Service ....................................30
Basic Settings .....................................................................................................30
Permits ...............................................................................................................32
Make System Settings for Measuring Points and Measurement
Documents .........................................................................................................34
Field Selection ....................................................................................................35
Technical ObjectsGeneral Data ........................................................................41
Defining Technical Objects ..............................................................................44
The Object Hierarchy ......................................................................................44
Functional Location, Equipment, Bill of Material ..................................................45
Hierarchical Data Transfer (Inheritance) ...............................................................46
Functional Locations ...........................................................................................47
Reference Functional Locations ...........................................................................48
Equipment ...........................................................................................................49
Assets .................................................................................................................49
Bills of Material ...................................................................................................50
Measuring Points .................................................................................................52
Back to the Implementation Guide (IMG) ......................................................53
Functional Locations ............................................................................................53

Equipment ...........................................................................................................59
Settings for Fleet Management .............................................................................66
Object Links .......................................................................................................68
Serial Number Management ................................................................................70
Bills of Material ...................................................................................................72
Preventive Maintenance ......................................................................................76
Preventive Maintenance Overview ......................................................................76
Maintenance Task Lists ......................................................................................77
Maintenance Strategies ......................................................................................77
Maintenance Items .............................................................................................78
Maintenance Plans .............................................................................................78
Creating and Maintaining Maintenance Plans ......................................................78
Starting a Maintenance Plan (Scheduling) ...........................................................79
Maintaining Maintenance Calls ...........................................................................81
Back to the Implementation Guide (IMG)Maintenance Plans ..........................82
Basic Settings ....................................................................................................82
Maintenance Plans .............................................................................................83
Work Centers ....................................................................................................85
Task Lists ..........................................................................................................90
Production Resources/Tools ...............................................................................94
Service Contracts ..............................................................................................96
The Work Order Cycle ......................................................................................96
Notifications ......................................................................................................97
Catalogs ............................................................................................................98
Work Orders .....................................................................................................99
Back to the Implementation Guide (IMG)Maintenance and Service
Processing ......................................................................................................100
Basic Settings ...................................................................................................100
Maintenance and Service Notifications ..............................................................107
Notification Creation .........................................................................................109
Notification Content ..........................................................................................114
Notification Processing ......................................................................................119
Object Information ............................................................................................124
Condition Indicator ............................................................................................127
List Editing .........................................................................................................128
Set Workflow for Maintenance Notifications .......................................................129
Set Workflow for Service Notifications ...............................................................129
Maintenance and Service Orders ....................................................................129
Functions and Settings for Order Types ...............................................................129
Maintenance Activity Type ..................................................................................139
Costing Data for Maintenance and Service Orders ..............................................140
General Data ......................................................................................................148
User Status for Orders ........................................................................................152

Scheduling ..........................................................................................................153
Production Resource/Tool Assignments ...............................................................156
Print Control .......................................................................................................157
Object Information ..............................................................................................159
List Editing ..........................................................................................................163
Completion Confirmations ...................................................................................163
Information Systems for Plant Maintenance and Customer Service .......................172
The Plant Maintenance Information System (PMIS) .............................................172
Customer-Specific Key Figures ...........................................................................173
System Enhancements and Data Transfer .............................................................174
Updating the PMIS .............................................................................................179
End of Configuration ...........................................................................................179
Administering SAP R/3 Plant Maintenance ....................................................181
Master Data ........................................................................................................182
Functional Locations ............................................................................................183
Reference Functional Locations ............................................................................186
Equipment ...........................................................................................................186
Object Links .......................................................................................................189
Materials .............................................................................................................190
Bills of Material ...................................................................................................191
Work Centers ......................................................................................................191
Basic Data Tab ....................................................................................................193
Default Values Tab ...............................................................................................193
Capacities Tab .....................................................................................................194
Capacity Header Screen ......................................................................................194
Scheduling Tab .....................................................................................................196
Costing Tab ..........................................................................................................196
The Work Order Process .....................................................................................197
Notification Creation ............................................................................................199
Work Order Creation ...........................................................................................200
Work Order Release ............................................................................................203
Work is Performed ...............................................................................................203
Materials are Used ...............................................................................................205
Operations are Completed ...................................................................................206
Findings (Catalog Entries) are Recorded in the Notification ...................................206
Work Order is Technically Completed ..................................................................207
Work Order is Settled ..........................................................................................208
Work Order is Closed ..........................................................................................209
Refurbishment Work Orders .............................................................................209
The Preventive Maintenance Process ....................................................................210
Task List Creation ................................................................................................211
Maintenance Plan Creation ...................................................................................212

Maintenance Plan Scheduling ................................................................................218

An Additional Note on Maintenance Strategies .................................................219
Performance-based Maintenance ......................................................................221
Work Order (and/or Notification) Creation .......................................................221
Reporting ...........................................................................................................223
List Editing ...........................................................................................................223
The Plant Maintenance Information System (PMIS) ..............................................225
The Early Warning System ....................................................................................226
Additional Resources .........................................................................................231
Appendix A: Topics Not Covered ......................................................................233
Classification .........................................................................................................233
CATS (Cross Application Time Sheet) ...................................................................233
Document Management .........................................................................................233
Archiving ...............................................................................................................234
Customer Service (Formerly Service Management) ................................................234
Work Clearance Management (WCM) ...................................................................235
Appendix B: PM Transaction Codes ..................................................................237
Index ....................................................................................................................239

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