SAP _ PM /EAM Configuration 2

Define User Status

Create Authorization Keys for User Status Authorizations
Define Currency for Maintenance Statistics
Permits
Define Permit Categories
Define Permit Groups
Define Measuring Point Categories
Create Number Ranges for Measuring Points
Create Number Ranges for Measurement Documents
Define Field Selection for Measuring Points and Measurement
Set List Editing for Measuring Point Lists

Define User Status

Use

This section explains how to adapt general SAP status management to your
requirements.

General information on status management

Management of the different statuses in the SAP System is divided up

according to

o system status and

o user status

System status

The SAP System contains in a central table a basic store of statuses

that are valid for all applications and can be used by all applications.

These statuses are maintained by SAP and cannot be changed. They are
referred to as system statuses.
 Business transactions

The SAP System contains in a central table a basic store of business

transactions that are valid for all applications and can be used by all
applications.

These business transactions are maintained by SAP and cannot be changed.

Business transaction - system status

A further central table, also predefined by SAP, defines a system status

for every business transaction and indicates whether or not the
corresponding system status is deleted or set during the business
transaction.

Objects - business transactions

Another table defines the business transactions that are allowed for
each SAP object (order, equipment and so on). This allocation is also
predefined by SAP.

Result

The allocations listed above defines

o Which system statuses are the maximum possible for an object

o Which system statuses can be set for the different individual

business transactions

Status profile

You can define your own statusprofiles in the IMG activity Define Status
Profiles. Every status profile must be allocated to at least one object.

Every status profile contains one or more statuses allowed.

For each of these statuses, you can determine the system response within
the business transactions predefined by SAP.

In the status profile you can

o define your own statuses (user statuses) and document their function
in a respective long text

o determine the statusnumbers for user statuses which predefine the

possible sequence for processing user statuses
o define an initial status which is activated automatically when
creating the object

o determine which user status is automatically activated when carrying

out a business transaction

o define which operations are allowed or prohibited if a certain

status is active

Status number
You can define a status number for every user status.

The status number determines the sequence in which the user statuses can
be activated.

If you do not assign a status number to a user status, the user status
can always be set. However, there can only be one user status with a
status number active at any one time.

If you assign a status number to a user status, you must also specify a
lowest and a highest status number for the status. These limit the
status number interval from which the following user status can be
chosen.

Example of status number

Example of equipment status

SAP supplies the following business transactions for equipment:

o Set deletion indicator (From release 3.0B)

o Cancel deletion indicator (From release 3.0B)

o Install equipment

o Dismantle equipment

When maintaining the status profile, you can determine for every status
within the profile whether equipment of this status can be installed or
dismantled and whether a deletion indicator can be set or not.

You can also determine in status maintenance whether, for example, the
deletion indicator is set automatically and whether the system should
respond with a warning or an error message when a deletion indicator is
set.

Maintenance objects for which status profiles can be maintained:

- Equipment
- Functional locations

- Maintenance notifications

- Service notifications

- Maintenance orders

- Service orders

Notes

In the menu for the configuration of equipment, you can specify a status
profile as a default value for each equipment category.

For maintenance notifications, only a single status profile is allowed.

Create Authorization Keys for User Status Authorizations

In this step you define authorization keys which you can use to set up
authorization checks when you manually set or delete a user status. When
the system sets a user status as a reaction to business transaction, it
does not perform an authorization check.
When you set or delete a user status, the system checks whether the user
is authorized for this action. In addition to the status profile and the
object type, the system also checks the authorization key assigned to
the user status in question.

Example

You want to define that certain user statuses can be changed only by a
specified employee group.

To do this, create an authorization key and assign it to the relevant

user statuses.
Define Currency for Maintenance Statistics

In this step, you can define the currency in which plant maintenance
statistical data is to be managed.

When specifying the currency for maintenance statistics, the following

points should be considered.

o The selected currency is valid for the whole client.

o All the fields in plant maintenance that are currency-dependent and

that go into the statistical data are automatically translated into
the currency for the statistics.
The date with which the exchange rate is calculated is determined by
the system on the basis of the field and cannot be changed. For
example, the acquisition date of a piece of equipment is taken as a
basis for the conversion of the acquisition value. For the
conversion of the value fields of a maintenance order, the order
creation date is taken as basis.
Permits

You use permits in maintenance and service order processing.

You can use permits to define certain rules or conditions which are to
be observed during the execution of maintenance tasks.
You can define the time during the order processing, the permit must be
granted:

o before an order is released

• before an order is technically completed

Define Permit Categories

Use

In this Customizing activity, you define the permit categories. You can
use the permit category to group permits together. Every permit must be
assigned to a permit category.

Example

You want to group your permits together into:

o Work permits
 o Access permits

Define Permit Groups

In this Customizing activity, you define one permit group and assign a
permit class to it; so that the system recognizes which permit class to
use for the classification of the permit.

This makes it possible to automatically assign permits to a maintenance-

or service order, if the order data correspond to the characteristic
attributes of the classified permits.

Requirements

You can only define one permit group. The permit class must belong to
class type 049 (class type for permits).
Define Measuring Point Categories

Use

In this IMG activity, you define measuring point categories. You always
need measuring point categories when you want to enter counter readings
or measurement readings for equipment or functional locations.

The measuring point category defines:

o Whether a measurement position is unique

You use the measurement position to define the sort sequence of
measuring points for the measuring point object (for example,
measurement position 1 "Pressure in front left tire", measurement
position 2 "Pressure in front right tire".)
You can use the uniqueness check for measurement positions to
prevent a measurement position from being defined multiple times for
one object. You can also check uniqueness at client level.

o Which catalog type is used for measurement recording

You can also use catalogs for measurement recording or counter
recording.
In catalogs, you can define allowed values for a measuring point,
which you can select when recording measurements via the catalog
hierarchy.
You can use this functionality if you want to predefine qualitative
or descriptive measurement readings, or want to use these predefined
values when recording counter readings.
o Which system response occurs if measurement range limits are
exceeded

o Which allowed tolerance time exists for recording future measurement

readings
The tolerance time is given in seconds.
Measurement readings and counter readings are actual data and cannot
be in the future, so this function only makes sense if the
measurement readings are copied from another system whose CPU time
(= time of measurement recording) is different from the CPU time of
the SAP system.
Create Number Ranges for Measuring Points

In this step you define number ranges for measuring points.

Notes

As the numbers for measuring points are assigned internally, you should
work with the standard settings. If you want to make changes, you should
always use number range 01.

Activities

1. Define number ranges for the measuring points.

2. If necessary, change the standard settings.

To do this, use number range 01.
Create Number Ranges for Measurement Documents

In this step you define number ranges for measurement documents.

Notes
As the numbers for measurement documents are assigned internally, you
should work with standard settings. If you want to make changes, you
must always use number range 01.

Activities

1. Define the number ranges for the measurement documents.

2. If necessary, change the standard settings.

To do this, use number range 01.

You transport number range objects as follows:

Choose Interval -> Transport in the accounting document Number Range

screen.

All intervals for the selected number range object are deleted in the
target system first. After the import, only the intervals you export are
present. The number statuses are imported with their values at the time
of export.
Define Field Selection for Measuring Points and Measurement

Use

In this IMG activity you can define the field selection for measuring
points and measurement documents.

If you choose influential fields, you will find fields in the list that
will allow you to make an object-based field selection.

This allows you, for example, to control that a certain field selection
applies to selected measuring point categories.
Don’t disturb it
Set List Editing for Measuring Point Lists

Here, you can define the possible selection fields which occupy
selection fields with concrete values and make the field selection for
the list display.

Maintain Field selection list