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What is SAP PM?

The R/3 Plant Maintenance (PM) application component provides you with a comprehensive software solution for all
maintenance activities that are performed within a company. The uniform, graphical user interface is particularly user-
friendly and quickly meets with acceptance, thanks to the numerous possibilities that are available for tailoring it to
meet individual requirements.
SAP PM Certification - Plant Maintenance Certification
To find out the latest certification topics or where to attend your SAP PM Certification course at your country, refer to
the SAP Education site:
The certification test for becoming an application consultant for the SAP Plant Maintenance area is intended to provide
candidates with the opportunity of proving that they have a fundamental knowledge of this particular area of the PM
component as well as that they are able to apply this knowledge within a project environment.
The examination questions are based on the functionality and features of the SAP PM. The possible topics covers are:
1. Organizational Units and Master Data in Plant Maintenance
Organizational Units
- Maintenance Plant and Planning Plant
- Work Centers
- Storage Locations
Functional Locations
- Structure Indicator
- Reference Location and Functional Location
- Creation Options
- Data Transfer
- Installation/Dismantling at Functional Locations
- Equipment Hierarchy
- Change Documentation
- Equipment Category
Material and Serial Numbers
- Serial Number Profile
- Goods Movement and Warehouse Stock
- Valuation Batches
Bills of Material (BOM)
- Assemblies
- BOM Categories
- Item Categories
- Change Documentation
Additional Functions
- Configuration
- Classification
- Measuring Points and Counters
- Partners and Addresses
- Document Link
- Status Management
- Permits and Warranties
- Data Transfer
2. Maintenance Processing
Breakdown Maintenance
Preventive Maintenance Processing
- Notification Types
- Objects and Object Information
- Catalogs and Catalog Profiles
- List Viewer for Notifications and Orders
- Order Type
- Object List
- Operation List
- Relationships
- Material List
- Availability Check
- Order Release and Printing
- Material Withdrawal
- Completion Confirmation in Time
- Technical Completion Confirmation
- Technical Completion
- Action Log and Document Flow
Processing External Services
- External Services as Individual Purchase Order
- External Services with External Work Centers
- External Services with Service Entry Sheets
Processing Refurbishment Tasks
- Valuation Type and Valuation Category in the Material Master
- Refurbishment Without Serial Numbers
- Refurbishment with Serial Numbers
- Inventory Management and Controlling
Processing Maintenance Projects
- Planning and Executing Maintenance Projects
- Completion, Settlement, and Monitoring of Maintenance Projects
CATS - Cross-Application Time Sheets
- Data Entry Profile
- Data Entry Sheet
- Data Transfer
Capacity Planning
- Scheduling
- Work Center and Available Capacity
- Capacity Leveling
- Employee Assignment
3. Controlling Functions in Plant Maintenance
Plant Maintenance in the Organizational Structures of Accounting
- Budget Planning and Monitoring
- Cost Estimation
- Planned/Actual Cost Determination
- Order Settlement
- Logistics Information System (LIS)
- Plant Maintenance Information System (PMIS)
- Enhancement Options
4. Preventive Maintenance
Task List Management
- Task List Types
- Profile and User Fields
- Component Assignment
- Task List and Order
Single Cycle Plan
- Structure
- Scheduling Indicator
- Deadline Monitoring
Strategy Plan
- Maintenance Strategy
- Task List and Maintenance Strategy
Performance-Based Maintenance Planning
- Counters and Measurement Documents
- Maintenance Plan Scheduling
Maintenance Planning with Several Counters
- Cycle Sets
- Link Type
Tcodes used for SAP Plant Maintenance
IA07 Display General Task List
IA03 Display Equipment Task List
IA13 Display Functional Location Task List
IR03 Display Work Centre
KO88 Settle Order (Single)
IW32 Change Work Order
IW31 Create Work Order
IW33 Display Work Order
IW38 Work Order List Editing - Change
IW39 Work Order List Editing - Display
IW40 Work Order List Editing - Display Multi Level
ME21 Create Purchase Order (pre R4.6)
ME21N Create Purchase Order (R4.6 onwards)
IP41 Create Single Cycle Plan (R4 onwards)
IE02 Change Equipment
IE01 Create Equipment
IE03 Display Equipment
IE05 Equipment List Editing - Change
IE08 Equipment List Editing - Display
IW42 Overall Completion Confirmation
IW26 Create Notification
QS42 Display Catalog
ML81 Create Service Entry Sheet
MM03 Display Material
CS03 Display Material BOM
IW13 Material Where Used List
IW66 Change Notification List of Tasks
IW67 Display Notification List of Tasks
IW22 Change Notification
IW23 Display Notification
IH01 Display Functional Location Structure
MB11 Goods Movement
MB31 Goods Receipt
IW8W Goods Receipt for Refurbishment (R4 onwards)
IP02 Change Maintenance Plan
IP03 Display Maintenance Plan
IP10 Schedule Maintenance Plan
IP30 Deadline Monitoring
IP11 Change Maintenance Strategy
IP12 Display Maintenance Strategy
IP19 Maintenance Scheduling Overview Graphic
IP24 Maintenance Scheduling Overview List
IW28 Notification List Editing - Change
IW29 Notification List Editing - Display
IW30 Notification List Editing - Display Multi Level
IW64 Change Notification List of Activities
IW65 Display Notification List of Activities
IW68 Change Notification List of Items
IW69 Display Notification List of Items
IQ03 Display Serial Numbers
IW24 Create Notification
IP42 Create Strategy Maintenance Plan (from R4 onwards)
IW25 Create Notification
IL02 Change Functional Location
IL01 Create Functional Location
IL03 Display Functional Location
IL05 Functional Location List Editing - Change
IL06 Functional Location List Editing - Display
IW41 Time Confirmation - Indvidual Entry
IW48 Time Confirmation - Collective Entry with Selection
IW44 Time Confirmation - Collective Entry no Selection
IA11 Create Functional LocationTask Lists
IA12 Change Functional Location Task List
IL02 Change Functional Location
IA05 Create General Task List
IA06 Change General Task List
IA01 Create Equpment Task List
IA02 Change Equipment Task List
IE03 Display Equipment
IR01 Create Work Centre
IR02 Change Work Centre
CA85 Replace Work Centre
IP13 Strategy Package Sequence
IP14 Strategy Package Sequence
IP04 Create Maintenance Item
IP05 Change Maintenance Item
IP06 Display Maintenance Item
IP17 Maintenance Item List Editing - Change
IP18 Maintenance Item List Editing - Display
IP02 Change Maintenance Plan
IP03 Display Maintenance Plan
IP15 Maintenance Plan List Editing - Change
IP16 Maintenance Plan List Editing - Display
IK11 Create Measurement Documents
IK12 Change Measurement Documents
IK13 Display Measurement Documents
IK22 Measurement Documents List Editing - Create
IK21 Measurement Documents List Editing - Create
IK22 Measurement Documents List Editing - Create
IK18 Measurement Documents List Editing - Change
IK17 Measurement Documents List Editing - Display
IK41 Measurement Documents List Editing - Display Archive
IQ01 Create Serial Numbers
IQ02 Change Serial numbers
IQ04 Serial Numbers List Editing - Create
IQ08 Serial Numbers List Editing - Change
IQ09 Serial Numbers List Editing - Display
IK01 Create Measurment Point
IK02 Change Measurement Point
Ik03 Display Measurement Point
IK08 Measurement Point List Editing - Change
Ik07 Measurement Point List Editing - Display
How to configure system to allow notification type change?
You can define in SPRO the Allowed change of notification type. Please follow the below path:
Maintenance and Service Processing --> Maintenance and Service Notification --> Notification Creation --> Notification
types --> Allowed change of notification type
Why change data not display in order?
Please check if the check box for change documents is checked or not in Customizing
PATH:- Plant Maintenance & customer service --> Maintenance & service processing --> Maintenance & service Orders --
>Functions & settings for order types --> Define Change Docs,Collective Pur.Req.Indicator,Operation No.Interval
How overheades are calculated and from where the formula is picked?
My client has default setting of 10% overhead and now they want to change.
Plant Maintenance and Customer Service--> Maintenance and Service Processing--> Maintenance and Service Orders-->
Functions and Settings for Order Types-->Costing Data for Maintenance--> and Service Orders--> Maintain Costing Sheet
Select the costing sheet that you are using and push costing sheet rows, next see the column overhead rate, select the
row and push overhead rate.
How to set Warrant and Partner screen in equpimnet master data?
1. Set the Class active in the warranty category I in the img CM01
2. Plant Maintenance and Customer Service --> Master Data in Plant Maintenance and Customer Service --> Warranties -
-> Define Warranty Types
Set the indicators for warranty in the notification and work order
3. Set the number range BG00 for Master Warranties
4. Create a Characteristic for the Warranty Counter T-Code CT04
Any Description
Numberic Format
Number of Characters "5"
Unit of Measure "Months"
No Exponent
Single Values
5. Use the Characteristic as a Warranty Counter T-code GM04 and make it the Default and time dependent
This will complete the warranty config.
Making (ZIP CODE) Field Mandatory in Maintenance Order
Follow the path in config:
PLant maintenance and customer service----> Maintenance and service Processing -->Maintenance and service Orders--
>Define Field Selection for Order Header Data (PM) - Then Execute
Now Double Click on "Field Selection for Order Header Data".
Now Click on Influencing
Then Double Click on Order Type.
Enter the Order type here and Press Enter
Now change the Tax Jurisdiction Code (CAUFVD-TXJCD) field from Input to Required. I could not find any field called ZIP
Code in standard settings. If it is customized then it will appear here.
After creating a maintenance plan and scheduling it using IP10. When do I need need to use IP30 in the maintenance
You run IP30 when you want to create more work orders.
IP30 has to be run on a regular schedule to create future work orders.
If you run IP30 for the next month, it will create work orders for all PM Plans that have a call date within the next month.
If you have a daily PM Plan then running IP30 for 1 month will create 30 work orders.
If you have a weekly PM Plan then running IP30 for 1 month will create 4 work orders.
If you have a monthly PM Plan then running IP30 for 1 month will create 1 work order.
Most businesses set up a batch job to run weekly looking forward xx days to keep creating work orders for the next xx

IP30 is also used for deadline monitoring of plans.
In plan, we have maintenance item & scheduling parameters.
With respect to your scheduling parameter & start date / schedule date system will give you the orders if it is in the
background job.
If the background job is not defined then manually you can get orders by IP10 or IP30.
For consumer number, check your maintenance item or plan details.

Do we need to run this transaction code IP30 for all the maintenance plans which are scheduled on regularly daily
basis or weekly basis so that if any scheduled object exists then it will get converted into the service order?
It needs to be run as per business requirements.
There are two ways to do so.
One way manually as & when you run this transaction for required PM Plans say weekly or monthly with your scheduling
parameter you will get the maintenance objects.
Another way you create one variant. Now with this variant create one background job as per your need give the time
period every day, every week, month & system will generate maintenance calls for you at that specified duration.

Is it necessary to run the IP Transaction code for each maintenance plan that we have scheduled?
Yes, if it is needed that the plan should generate orders it needs to be scheduled either in background job or needs
manually executed.

Can a service order be generated automatically without running IP30 if we have scheduled a maintenance plan?
Yes, you can get a service order (PM Order) against this plant maintenance order with control key as PM03 you can get
PR from PR. You can get service order again here MM integration if the auto PO concept used then auto PO (service
order) gets generated.
But if you want to avoid lengthy process you can use IP10.
During each IP10 run if call falls within the date you will get maintenance call object that is PM order -
------> PR -----> PO
PM Order -----> FO (Frame Work Order)
PM Order -----> Service Contract ------> Value / Qty
(These tab you will get in PM order operation header general data)
The list of Plant Maintenance Std Report :
Management of Technical Objects
IH08 - Display Equipment
IE07 - Equipment List (Multilevel)
IH04 - Equipment Structural Display
IN19 - Display Equipment Object Network
IE36 Display Vehicles Vehicle Selection
IH06 - Display Functional Location
IL07 - Functional Location List (Multilevel)
IH01 - Functional Location Structural Display
IN16 - Display Functional Location Object Network
IH07 - Display Reference Location
IH02 - Reference Location Structural Display
IH09 - Display Material
IH05 - Material Structural Display
IK07 - Display Measuring Points
IK17 - Display Measurement Documents
S_ALR_87013421 - Display Measurement Reading Entry List
IK51 - Measurement Reading Transfer: Structural Display
IK52 - Display Measurement Reading Transfer (History)
S_ALR_87013422 - Display Measurement Documents From Archive
IQ09 - Display Serial Number for Material
S_ALR_87013423 - Validate Stock Data (Release 4.5)
S_ALR_87013424 - Validate Stock Data (Release 4.0)

Work Centers and Capacity
CR05 - Work Center List
CR06 - Work Center Assignment to Cost Center
CR08 - Work Center Hierarchy
CR10 - Work Center Change Documents
CR07 - Work Center Capacities
CR15 - Capacity: Where-Used
The list of PM Standard Report Available :
Maintenance Processing
IW29 - Display Notifications
IW30 - Notification List (Multilevel)
IW67 - Display Tasks
IW69 - Display Notification Items
IW68 - Change Notification Items
IW65 - Display Activities
IW39 - Display Orders
IW40 - Display Orders (Multilevel)
IW49 - Display Operations
S_ALR_87013430 - Postprocessing of PDC Error Records
S_ALR_87013431 - Confirmation Using Operation List
S_ALR_87013432 - Display Confirmations
S_ALR_87013433 - Display Document Flow
S_ALR_87013434 - Material Where-Used List
IWBK - Material Availability

Maintenance Planning
IP16 - Display Maintenance Plan
IP18 - Display Maintenance Item
IP30 - Deadline Monitoring for Maintenance Plan
IP19 - Graphical Scheduling Overview
IP24 - Maintenance Scheduling Overview
S_ALR_87013426 - Maintenance Plan Costing
IP14 - Where-Used List by Strategy
S_ALR_87013428 - Package Sequence Strategy
S_ALR_87013429 - Display Document Flow

Maintenance Task Lists
IA09 - Display Task Lists
IA10 - Display Task Lists (Multilevel)
IA16 - Cost Maintenance Task Lists
IA17 - Print Maintenance Task Lists
IP62 - Where-Used List for Material
IA21 - Evaluate Change Documents for Maintenance Task Lists

Information Systems
MCI1 - PMIS: Object Class Analysis
MCI2 - PMIS: Manufacturer Analysis
MCI3 - PMIS: Location Analysis
MCI4 - PMIS: Planner Group Analysis
MCI5 - PMIS: Single Object - Damage Analysis
MCI6 - PMIS: Object Statistics
MCI7 - PMIS: Breakdown Analysis
MCI8 - PMIS: Cost Analysis
MCIA - PMIS: Customer Notification Analysis
MCJB - MTTR/MTBR Equipment
MCJC - MTTR/MTBR Functional Location
Like to know all transparent Table relate with PM module.
Try SE80 than fill the program related to PM transaction.
View Dictionary structures you'll get all table that related with PM
Trasaction code that used in PM eq. IW31, IW21, IW41
Try tcode DB15
Fill the object that related to PM Module
PM_EQUI Equipment
PM_IFLOT Functional locations
PM_IMRG Measurement documents
PM_MPLAN Maintenance plans
PM_NET Object links, master data
PM_OBJLIST Serial Number History
PM_ORDER Service and maintenance orders
PM_PLAN Routings
PM_QMEL Maintenance Notifications
You can get all table that related to PM Object. *-- Nur Heri W
What is the table for FUNTIONAL LOCATION BOM?
Check for the following tables:
TPST Functional Location - BOM Link
STAS BOMs - Item Selection
STPU BOM Subitem
STZU Permanent BOM data
Looking for a report which have Reservation No , material, posted quantity along with User ID of person who created
the reservation in PM Order?
This is one report I am asked for at every business I work at and there isn't a standard SAP report for what you want.
MB25 will give you what you want but the Username on the report is the person who picks the reservation not the
person who created it. At one business I was at it reported as "Batch" because the picking run was done in the
The report I create is a query using SQVI Quick viewer and then I transport it to SQ01 SAP Query so everyone can see it.
The tables you need to use are;
RESB - Reservation, Material number, Requirement date, Required Quantity, Quantity withdrawn, Work order number
RSADD - Date created, User ID of person who created the reservation
MAKT - Material Description
AUFK - Work Order description
AFIH - Revision (as a selection field)
MBEW - Total valuated stock (SOH)
USER_ADDR - The User ID first name & second name
RKPF - Reservation Header information if required.
How they are joined together is hard to explain but if you can use Quickviewer you should be okay. *-- Graham
Where to get the table which is having user status with Notiifcation number. (not the system status).
By : Selva
1. From table QMEL get OBJNR(object number) using the QMNUM( notification number).
2. Using this OBJNR get STSMA( Status Profile) from table JSTO.
3. Using the OBJNR get STAT(object status) from table JEST.
You may/ may not get multiple object status for an Object number.
System status number will start from E.
User status number will start from I.
4. To get the text of the status, use the status number (STAT) and STSMA to get the status text from table TJ30T.
Which table to extract the equipment hierarchy installed under functional location?
Please try one of following:
EQKT Equipment Short Texts Technical Objects, Equipment
EQUI Equipment master data Technical Objects, Equipment
EQUZ Equipment time segment Technical Objects, Equipment
IE4N_CGP General IE4N Settings for Installation/Removal Technical Objects, Equipment
IE4N_USP Definition of User-Specific Settings Technical Objects, Equipment
IE4N_USPI Definition of User-Specific Settings: Installation Technical Objects, Equipment
IE4N_USPR Definition of User-Specific Settings: Removal Technical Objects, Equipment
T370T Equipment categories Technical Objects, Equipment
T370U Language-dependent texts for T370T Technical Objects, Equipment
TA22EQU Equipment Types Technical Objects, Equipment
V_EQUI Equipment (view) Technical Objects, Equipment

IFLOS Functional Location Labels Technical Objects, Functional Location
IFLOS_VS Functional Location Labels (Version Table) Technical Objects, Functional Location
IFLOT Functional Location (Table) Technical Objects, Functional Location
IFLOT_VS Functional Location (Version Table) Technical Objects, Functional Location
IFLOTX Functional Location: Short Texts Technical Objects, Functional Location
IFLOTX_VS Functional Location Data Fields: Short Texts (Version Table) Technical Objects, Functional Location
Which table to extract the equipment and class information?
This table is extracted from the Logical Database EQI :

Remove the "DI" to get the table name.

Data fields Technical name
Log. database EQI
Equipment DIEQUI
Equipment DIEQUI
Permits DIIHSG
Equipment Usage Period DIEQUZ
Equipment Usage Period DIEQUZ
Functional Location DIIFLO
Functional Location DIIFLO
PM Notification DIQMEL
PM Notification DIQMEL
Class DICLASS (<- structure - table is KSSK and KLAH)
Characteristic Valuation DICLDAT
Document DIDRAD
Document DIDRAD
Object Link DIINET
Object Link DIINET
Measuring Point: Output Structure for ABAP Lists DIIMPT
Measuring Point: Output Structure for ABAP Lists DIIMPT
Measurement Doc.: Output Structure for ABAP Lists DIIMRG
Measurement Doc.: Output Structure for ABAP Lists DIIMRG

For example as per subject Title, I am trying to find the table to link the equipment master with the class overview.

Table KSSK is the right one to used. Pass the equipment number (with the Padded zeros, if the equipment number is an
internal number) in the OBJKEY field of the table KSSK, you should be able to get the class (Internal class number value)
along with the class type assigned to this piece of equipment.


Equipment (EQUI-EQUNR) : 500544419

Class (KSSK-OBJEK from EQUI-EQUNR with Padded zeros) : 000000000500544419

Class Description (KLAH-CLINT from KSSK-CLINT) : 949


Also take a look at this table, it is quite useful:

ITOB - PM technical objects (EQUI, functional location)

Explain the meaning of equipment master.


1. Equipment Master pertains to one of the master data elements within the domain of Operations & Maintenance i.e.
The SAP Plant Maintenance Module.

2. The business object "Equipment" is an individual, physical object that is to be maintained independently. It can be
installed in a technical system or part of a technical system.

You can manage all types of device as pieces of equipment (for example, production utilities, transportation utilities, test
equipment, production resources/tools, buildings, PCs).

Since many of these physical objects are managed as "assets" in Asset Management, the term "piece of equipment" was
chosen for objects defined from a technical perspective, in order to avoid confusion with the activated tangible assets.

You define and manage each piece of equipment in the Plant Maintenance (PM) System in a separate master record and
can set up an individual maintenance history for each one.


For an equipment master record what fields need to be filled in?


Depends upon the Equipment. Normally, the fields which used to maintain in an Equipment master are:

Equipment Category, Constr.type (serialized), Planning Plant, Work center, Plant, Maintenance plant, Location. You can
attach an equipment to another using superior Equipment filed.
Before customizing the Master Data in SAP Plant Maintenance and Customer Service
You must have defined the plant maintenance organizational structure in your system before you proceed with
This involves maintaining the planning plants and maintenance plants as organizational units.
A distinction is made in Plant Maintenance between planning plants and maintenance plants.
The Maintenance plant is a plant where you can manage technical objects and the work centers responsible for carrying
out the work in a maintenance plant.
The planning plant is a plant where you define maintenance task lists, carry out materials planning on the basis of the
BOMs in task lists and perform maintenance orders, manage and schedule maintenance plans, enter maintenance
notifications and process maintenance orders for the associated maintenance plants.
The recommendation is that yo should always use planning plants when maintenance planning is to be carried out
centrally in one plant for several plants. If each plant is independent from a maintenance point of view, each plant is
then also a planning plant.
Please note that there are many areas that will overlap with the implementation of components 'MM' (Materials
Management) and 'PP' (Production Planning) when you are customizing the system for Plant Maintenance.
If you discover settings that are not relevant to Plant Maintenance, you should only change or delete these after
consultation with the appropriate project groups.
PM - Material Master Vs. Equipment Master
If maintenance activities are to be carried out for an equipment and at the same time if an identical replacement is to
maintained for it in inventory then is it better to create it from the material master rather than from
PM -> Technical Objects -> Create -> Equipment.
What is the significance of maintaining Functional Location BOM.
I would do both create a material number for consistency and the replenishment of equipment in the future and also
assign it a unique equipment master record number.
In the equipment master record (I believe PM DATA screen), there is a construction type field which is by default an
IBAU material. Link the material number to the equipment master. If you want to get real slick, create the equipment
master record with reference to the material number. This way the description (short text) of the equipment is
automatically populated by the Construction Type (IBAU material) as well as populating the Construction Type field.
The Functional Location BOM further enhances the hierarchy of the equipment master BOM via Component lists. Lets
say you have several equipment (large assemblies) BOM's made up of smaller components (material). You could then
create several large assemblies in the material master which would be the equivalent to the equipment (large
assemblies) which have BOM's of smaller components (material) . Next, create a Functional Location BOM made up of
several of these larger assemblies (material) . This will provide you with a nice hierarchy when running List Edit Display
(multi level).
This is a rather complex situation because if the equipment is an asset then the repair costs should reflect the asset
value too in some cases. Also the replacing equipment has its own cost record and I think you want to know which
equipment number has the most costs collected.
There are a few other ways to control this situations:
1. Creating a sub work order linked to the main work order with the repaired material. So this sub work order should
collect the repair cost. This has the advantage that the main work order cannot be closed unless the repair has been
closed. (or a disadvantage in some cases)
2. You can also use the serialization utility, meaning creating a material number and link it to the equipment and
this utility in the material master record. For every movement in MM , it will ask for the related serial number and
accordingly to the proper equipment. So if you send this to the vendor I think this is an advantage to see how much
time this particular equipment has been send out for repair.
But as I said before, the whole process can be very complex if you want to follow it up properly.

In SAP, On what basis we decide to create either material master record or Equipment master record.
And what is the basic difference between Material Master record and Equipment master record.
In SAP a material is a representation of an object that can be procured, produced, assembled, sold, and replaced (among
a couple other things). A material can exist as a physical object as stock and it can also exist as a virtual representation
of a structure or process. Usually materials are handled as groups of objects (like 100 fenders or a dozen cookies of
batch A or 4 panels in restricted stock).

An equipment is a representation of a single physical object that is handled at a much more granular level than
materials. An equipment is typically installed somewhere and can have extra information (like warranty or
measurement data) and can have maintenance done on it. Usually it's the individualization and maintenance aspect
that determines if an object is an equipment or a material (a single entity for which you want to track data like
maintenance work, history, or costs).

An equipment can also be linked to a material by indicating that the equipment is made of the material (as a
generalization - construction type) and/or indicating that the equipment is actually an instance of a material (material
plus serial number in the serial data tab).
SAP PM Equipment FAQ
Q1: How do you distinguish, in a simple manner, between Equipment that is being charged and not charged for
A1: Define different equipment categories. Standard equipment reference categories for 'Internal Machines' and
'Customer Equipment' exist.
Q2: How do you distinguish between company and customer owned equipment? Equipment on land owned by the
company and land leased by the company?
A2: Same as Q1. Explore combinations of equip. category and equipment types to achieve the design objective.
Q3: How do you define equipment/material loaned/leased to a customer?
A3: Read documentation on 'Structuring Technical Systems' in 'Plant Maintenance / Service management' modules. You
need to define sales area (sales org/dist channel/division) for an equipment with equipment category being one for
which the equipment reference category is 'Customer Equipment'.
Q4: How can we block service to a customer? It has to be done through the FL, since most of the Equipment belongs
to the company and is loaned to the customer.
A4: Deactivate the FL. This allows no further creation of transaction data (service orders, etc.). However, the existing
orders can be processed and closed. The deactivation can be reversed at a later date.
Q5: Where is a Service Contract assigned to a piece of equipment?
A5: Service contract is assigned to a material. Material is assigned to the equipment in the equipment master. This
functionality is not intended for managing equipment bought from vendors (where we are getting service rather than
providing service).
Q6: Is purchasing information (Vendor, date of purchase, etc.) copied from MM to the equipment when it is being
A6: Not in the standard system. But it can be done with ABAP batch jobs.
Q7: When you maintain an assembly in a piece of equipment, is it possible to get maintenance history of the
assembly? Do you have to create it as a piece of equipment?
A7: As maintenance orders are created for FL/equipment only, maintenance history can only be tracked at that level, not
at assembly level. Assemblies are mere structuring devices to have spare parts linked to an equipment in a structured
manner. However, in PM orders, you can mention the assembly along with the FL/Eq. Depending on your reporting
needs, an
ABAPer could use the 'PM Assembly' field in PM orders.
Q8: What is the use of the field "Standing order"? What kind of order is it?
A8: Standing orders are used to carry out on-going maintenance jobs and settle them at month end rather than creating
a fresh PM order every time. Using order hierarchies, you could attach sub-orders to the standing order and settle them
to the standing order to provide you with more precise recording of maint costs at sub-order level as well as a budget
monitoring at the standing order level.
Q9: Is it possible to accumulate maintenance history for an assembly (not part of an equipment) for which no
equipment record exists?
A9: No. But, if the assembly is included in a FL BOM, then PM orders at the FL can be used to carry maint at assembly
level (no equipment is required).
Show Equipments Characteristics in a List
SAP PM Question:
How can I show equipments characteristics in a list?
I need to list one characteristics of all equipaments.
How can I do this? How is the simple way to do this?
Try this.
Go to IH08
In CLASS on the selection screen, select the class desired.
In Valuation, select the Characteristic value desired.
This will list all Equipments of a particular class having a particular Characteristic value.
You may also try this.
Go to Object List (CL6B)
Mention the Class and Class Type.
Tick on "Select Characteristics" and "With assigned values"
This takes you to another screen wherein all characteristics of the class selected on the first screen are listed.
Select the Characteristic you want and "Copy"
This lists all Equipments of a particular Class with a particular characteristic.
How to configure the scenario of rotating equipment , i.e a Sub assembly which can be used on line 1, line 2 and can
also be kept in store . History of the equipment should move along with it to each line.
Create the item as an equipment (IE01) this will fit into your scenario. Then you can install and dismantle the equipment
as it moves around functional locations.
My Scenario is to move as well as store the equipment in stores as an material but with its history.
A Equipment X is used in line 1, and removed and provided in line 2 and after some repairs kept in stores .from where it
can be issued against W/O for line 3/1/2
I feel equipment serial number management can help , but don't know how to configure and use it .
Yes, you are right the serialisation process will help track where your equipment is and has been. You will need
assistance for the MM people to have the serialisation activated in the material master (a special material type may
have to be created).
It is hard to explain how it works but I will give you an indication of the process I used at a previous business.
They had Material types "ROTO" & REPA" which could be both serialised for Rotable equipment. The serial number used
in the material master was the equipment number of the Rotable equipment.
1. Work Order created to replace equipment X on line 1.
2. Equipment Y book out of the store which changed the status to "AVLB"(the serial number must be added before
the equipment can be issued).
3. Equipment X physically replaced with equipment Y.
4. Equipment X position changed to "DISM" to show it is not currently in that position.
5. Equipment Y is installed to the Functional Location and the position is "INST" (including the correct date of
6. Equipment X is repaired using the same Work Order (total costing reasons).
7. Equipment X is repaired and is ready to be booked back into the store.
8. The Work Order is Technically completed. (this must be done before dismantling the equipment otherwise the
link to the Functional location costing is lost A serialised equipment carries no costing detail in the master data
because it gets it from the Functional Location it is installed on). Once TECOed the data is locked.
9. Equipment X is dismantled from the Functional Location.
10. Equipment X is booked into the store which changes the status to "ESTO"
11. M3 Activity report detailing the repairs is created to equipment X.
12. What are the sample standard list of failure/damage code which I can use for Petrochem companies?
13. Basically for failure / damage we have created one catalogue including some GENERIC CODING, I think it can be
applicable to any of companies using generic codification.
14. Some common object element 9 & 40 generic damage code group are there where we can add damage code
group etc.
15. Catalog Code grou Short text (esc) Status Code Short text for code
17. B OBJPRT Object Parts of All Mach 2 A01 Coolant Object Part
18. 2 A02 Electrical Object Part
19. 2 A03 Heating Object Part
20. 2 A04 Hydraulic Object Part
21. 2 A05 Instrumentation Object Part
22. 2 A06 Lubrication Object Part
23. 2 A07 Mechanical Object Part
24. 2 A08 Pneumatic Object Part
25. 2 A09 Refrigeration Object Part
26. C DAMAGES Problems 2 P01 Abnormal condition
27. 2 P02 Accident
28. 2 P03 Air Lock
29. 2 P04 Bend
30. 2 P05 Blow Off
31. 2 P06 Broken
32. 2 P07 Burnt
33. 2 P08 Clogged
34. 2 P09 Crack
35. 2 P10 Damaged
36. 2 P11 Deterioration
37. 2 P12 Disengaged
38. 2 P13 Dry Solder
39. 2 P14 Earthling
40. 2 P15 Enlarged
41. 2 P16 High Level
42. We have a requirement to check that sold-to partner function is mandatory during equipment creation (IE01).
This can be done via configuration. However, the requirement is also to allow users to delete this partner using
IE02. Hence they only want the partner to be mandatory during IE01 and not IE02.
43. I believe only way to do this is using a user-exit. We know of a user-exit IEQM0003 that is allows us to put in logic
before equipment is saved. However, this user-exit doesn't have parameters to partner data.
44. Is there any other user-exit that can be used?
45. Answer:
46. You could check to see if you could read the partner from the memory within the FM. However you could
potentially accomplish the same using the following steps without programming.
47. You could use the View profile settings in configuration and transaction variant functionality (SHD0) to
accomplish this.
48. -> As a first step Make sure to add the Partner view as a sub screen to the very first screen using View profile
settings for the equipment category in SPRO. (This will force the partner field to be available directly on the
initial screen when a piece of equipment is created).
49. ---> Now create a Transaction variant for the standard transaction IE01 and here select the sold to partner
custom type and leave the value field blank.
50. - Now on the configuration for the Transaction set the Partner type to be imported with value "SP" and mark the
content field to be mandatory.
51. -- Leave all other settings to default and save and exit.
52. ---> Now set this Transaction variant as a standard variant for this transaction.
53. This should do the trick. The user will be forced to enter the sold to party on the screen.
54. - However for change transaction (IE02) the user can delete this partner type without any issues.
How do you calibrate a reference equipment --> when the test passed --> the equipment is calibrated for a certain period
of time, for example = 1 year.
This information is needed to be register on the test equipment for later used.


The following steps are in accord to our business.

It will be good as reference for your own company.

1. Create Test Equipments ( IE01)

2. Create MIC ( Master Inspection Characteristic ) : for what parameter you want to record results ( QS21 ).

3. Create a Maintenance Task List With Header.

- a. QM Data as --> 300 ( Inspection Point for a Equipment)

- b. Refer MIC ( Master Inspection Characteristic ) by Selecting Inspection Characteristic Overview

5. Create a Maintenance Plan with Test Equipment by mentioning order Type as a Calibration Order ( IP01 ).

- (Give required Plan Parameters and cycle length etc.)

6. Attach the calibration Task List created earlier.

7. Schedule PM Order ( IP10 )

8. This will create a Maintenance Order Linked with Inspection Lot.

9. Record Results and Do Valuation for the Equipment by Using QA32 .
What is serial number management?
Serial number management allows you to distinguish between individual items of a material that are managed with a
single material number.
Company A produces three different types of Batteries :
Type X
Type Y
Type Z
There is a material master record for each type in the system. For control purposes, the company wants to know which
customer received which battery type, and which serial number(s) of the battery type were supplied to the customer,
when the individual batteries were delivered.
It is therefore necessary to assign a serial number to the customer delivery in addition to the material number.
A serial number master record is created with the assignment of the serial number. You can maintain data fields specific
to the serial number in the master record.
Create Serial Number for material -Tcode IQ04
At a later date, it may be necessary to enter equipment master records for materials that have already been serialized
and delivered to customers, for example, if the producer of the batteries also has to perform maintenance activities for
the customers and therefore wants to use all the functions available in the equipment master record for a serialized
In order to keep this option open at any time, you must define a number range for serial numbers. The numbers
assigned from this number range are not the serial numbers but reserved keys that stand for the combination of
material number and serial number and the equipment number that may possibly be assigned.
You can also define one or more serial number profiles.
The serial number profile defines how and under which conditions a serial number is assigned for a material.
Use T.Code OIS2
1. Create a serial number profile by entering an alphanumeric key with a maximum of four characters as well as a
2. Choose "Serialization transactions".
3. With Table view -> Other view , you reach the data screen on which you can define the serial number usage and
equipment required.
4. In addition, specify whether the allocation of the serial number should be carried out mandatorily or optionally. If
serial numbers are not required, they can be created during document processing.
5. Enter the equipment category for serial numbers
We are having one equipment as reference object in maintenance order. My client want multiple equipment in
reference object in maintenance order so that we can reduce the number of orders and we can assign components to
multiple equipments separately.
No, it is not possible to have the multiple equipment in reference object screen. But you can put all related equipment
into object list of the orders.
Disadvantage of this is while viewing equipment history you cannot view that order for the equipment which are
assigned in object list.
You can only display the order in the history of equipment which is assigned in reference object screen.
For reducing maintenance orders per reference object you can use object list.
The object list does not control the order-no adjustment of work to be performed, update of history or cost distribution
will take place.
You can use customer exit IWO10027 to distribute the order cost proportionately to objects in the object list.
According to my knowledge, you can get Maintenance history of Multiple equipments assigned in object list & Order
without any User Exit.

You have to run IW37N or IW38 , Check Mark "incl Object List " & input Equipments Number Range you will find the
Order & Equipments included in Object List.
For distributing Cost to Equipments in Object List You need to use User Exits.
One More disadvantage of using Object List is even I do Assignment of Equipment in Object List to Each Operation in
Order & I book Some Materials in each Operation, I Cannot find this Report inIW13 or S_ALR_87013434 - Material
Where-Used List .
This Material Reports Works only for Main Header Equipment.
I would suggest go for Object List only if are Working with Group of Equipments Carrying Same Operations where Cost
Booking is not so important but you need Maintenance History.
For Ex , Lubrication of All Pumps , Calibration of No equipments , Check of Oil Level in Gearboxes , Lubricating Motors
bearings , Checking of Temperature gauges where you need ensure Maintenance is done for All equipments.
Even if you want to Distribute Cost Proportionately you can use Object List , for Example I have Calibrated 10
Equipments using One Maintenance Order , with 10 Equipments in Object List , Cost of Calibration is 1000 Rs , So Cost of
Calibration of Each Equipments is 100 Rs or 10% of Total Cost , I Settlement Rule I can mention this 10% & I can pass this
to individual equipments easily ,

Take Other case One Equipment have Costed me 70 Rs , Other Equipment 130 Rs who is going to sit & calculate the
Percentage Cost Share of Each equipments.
For Overhauling of particular pump or during shutdown or major overhauling better Use Order & Sub Order for Easy
Cost Capturing & Maintenance History.
Work Center and Cost Center in PM
Difference between work center & main work center.
SAP Definition for Work Center:

An organizational unit that defines where and when an operation must be performed.
The work center has an available capacity. The activities performed at or by the work center are valuated by charge
rates, which are determined by cost centers and activity types. Work centers can be:
- Machines
- People
- Production lines

Main work center for maintenance tasks.
Key which uniquely identifies the responsible work center for this technical object.
Definition: responsible work center:
- Plant Maintenance (PM).
- A work center that is in charge when a maintenance task is performed.
Difference between cost center and work center.
Cost center is place where you incur your costs.
Work center is a place where an operation is performed by a person/machine (group).
Link between them:
The activities performed at or by the work center are valuated using charge rates which are defined/determined by cost
centers and activity types.
What is meant by work center category? What is the link between work center category and work center? How to
configure? What is the tcode for that?
Basically work center category decides the capacity (means ability to do work). The category defines the activity type for
costing and scheduling the categories mainly we come accross in the production are labour and machine. Hence to
define labour cost, machine cost and setup cost we define work center category to create work center and we enter
defaults therein. For a period of time if there are no much changes we generally prefer production line, and if there are
much changes in the production we prefer activity type for individual order which we call production order. By this you
can understand cat type 001 for machine and cat type for labour.
Work center category used to define which screen selection & field selection for a particular work center.
OP40 is the T. Code for Work Center Category.
With reference to the Work Center category, you will know which type of Work Center it is. Either a Machine Work
center or Production line or Plant maintenance etc. will be known.
Company want to use the functionality of operation split in SAP PM and assign the personal numbers (integration
with HR-work centers) to each split to capture the people names. Also can I schedule the work at the person level
instead of work center.


You can split an operation into sub-operations. You can create sub operations at Operation overview screen of main

Insert the "Main operation number" again at Operation field and give the "new number" for Sub operation number at

Steps are as follows:

1. Create the operation as usual (say 0010)

2. In the next line again give the main operation number & in the Sub operation column i.e. column next to operation i.e.
in Sop. enter the sub operation no. you want i.e. say 0002.

The moment you enter Sub operation no. and press enter; system will prompt you to enter time for activities and finally
it is created.

You will observe that whenever there is a sub operation; there is no check box under sub operation where as in 0010
you can see that check box (Column before Base Qty). Also you click on that Sub operations and can see the details
within it.

Regarding scheduling the work at person level, you need to assign the work/operation to person.

Assign the Work, Duration & number to operation in your Maintenance Order and save the order. Now, open the order,
then select the operation & go to Internal tab. Then you will find then the requirements Assignments Tab where you can
assign the individual personnel with each work hours and schedule the same.
And take care if you want to assign personal numbers to Work centers, to do it on the correct level. You need to go to
the details of the capacity first and than assign your personal numbers.

Quantity Splitting in Operation

Suppose we have PRODUCTION ORDER for material A for 10 pc in which operation are:
30-Deliver to Store

Now, we want to perform operation 10 on two work center w1 and w2 each for 5 pc of A. Now how I can do this in
SAP as we cannot confirm operation 10 two times for two work center. So we need a way through which we can
confirm 5 pc of A on work center W1 and 5 pc of A on work center W2 for operation 10. Total for INPUT FROM
OPERATION 10 TO operation 20 is 10 pc.


You need a Parallel sequence with :

Seq0 Op10 Work Center A,
Seq1 Op10 Work Center B, Reference Seq. 0, Branch Op10, Return Operation10.

So in Operation 10, you have 2 process running parallel.

To control the quantity, you may need to modify your BOM example:

BOM For Material X = Component Y required 10pcs

Split 10 pcs into 5 each in BOM as below.

Item 0010 Component Y 5 pcs, in routing assign to Seq0, Op10

Item 0011 Component Y 5 pcs, in routing assign to Seq1, Op10
Control the SAP PM Order Type
Suppose you want to control the PM order types PM02 (preventive maintenance) to come only from the Preventive
maintenance plans.
Also, you would like to control the creation of this type of orders via the orders creation option (transaction IW31).
Well, you can create two order types for preventive maintenance.
The first is used for orders that will be performed by internal personnel.
The second is for orders that will be performed by outside contractors (external).
You can then configured them so that internal orders are automatically released when the maintenance plan is called.
The external orders are configured so that they are created but not released when the plan is called. The planner then
makes arrangements for the work to be done then he releases the order.
Order types in PM
Where can I define functions and settings for each order type? or at least look at the notification type for each order
SPRO --> PM CS --> Maintenance and Service Processing --> Maintenance and Service notifications --> Notification
Creation --> Notification Types --> Assign Notification types to Order types.
Tcode: OMI3
This transaction is not in the S000 menu. This is a customizing transaction .... in the IMG menu.
Work Order Cost Control
I am trying to control costs on work orders that relate to a project that is approved for a set amount.
We havent implemented PS yet, so we are using PM06 work order types to segregate those project work
I am thinking to create a work order hiearchy that settles to an internal order. But, I am not sure exactly how internal
orders work.
In each equipment master related to projects assign internal order number instead of cost center. In settlement profile
give settlement receiver as order instead of cost center.
So whenever you will create order aginst that equipment system will create settlement rule for Internal order.
If don't want to maintain this way then at the time of creating order you have to modify the settlement rule
and assign receiver as ORD and provide internal order number.
In PM how to Return Material Backflushed
Blackflushing does not mean returning of material to stores.
With backflush infact the component allocated in BOM get consumed at the time of operation/order confirmation.

If you set the backflush then all materials allocated to the Work Order will get issued from stores automatically. So
there is no need to do a separate MB1A or MIGO Goods Issue.
To return item to store you will have to do a reversal from WO back to stores using Movement Type 262.

I want to issue spares in advance to engineers without a service work order....Later on the spares will get consumed or
will get returned. How do I do it...and what is the Movement type to be used for issuing and reversing........can any one

Still I have problem in back flushing. Suppose I made the indicator of backflush in creation of order, then I completed
technically, then the actual cost of material not updating, (Note I have not posted the material in MB1A) what is the
problem, pls tell me.

Did you confirm your maintenance order? Unless you confirm it (IW41) your actual cost will not be updated.
Backflushing is a tool so that during confirmation you will not anymore input your
materials. System will confirm your consumption base on the order (IW31) you have created.

I believe T-Code IW41 is used to confirm the operation and not for materials. When backflush indicator is set in the
order for the components reserved then MB1A need not be done and when we say determine cost thru the main menu,
the material cost should appear.

Actually IW41 works like CO11 (PP module), when you tick the backflush indicator in the order creation the system will
automatically copy those materials when you confirm it.
Try doing these steps:
1. Create order (IW31)
2. Assign a component to the order and tick the backflush field. (make sure that the component you assign has stock and
valuated in the material master - check it thru MM03, accounting and costing fields)
3. Check availability of material and release
4. Goto IW41, enter hours and tick the material icon on the tool bar (you would notice that the materials that was
backflush are already copied in the confirmation, try unticking the backflush icon in IW31 and you would notice that the
component field will be empty because no material are backflushed)
5. Save
6. Check cost and it would reflect the material consumed. Actually you don't need to go to the component field for it to
confirm your consumption. It will automatically post all materials backflushed upon saving your confirmation in IW41. In
short you still need to confirm your order, thru IW41, for the materials to be consumed. MB1A are actually used for set-
up where in the one issuing the material to the order are not the same person who is confirming the maintenance order.
I hope this clarifies everything.

Thank you so much. Yes it works......thanks a ton.
But I have a suggestion. I did whatever you said....but what I noticed was once I reserve a component in the order thru
IW31 trasanction and release the order and go to main function and say determine cost, the materials cost is
automatically copied into the order....Yes the material should exist in the material master.......
I feel in the same order when we want to calculate the labour charges involved in particular operations we need to go
thru IW41 and confirm the operations so that we can get the labour charges for the personnal involved in that
order.(this will be done by way of calculating the Activity types).

Your right material cost is automatically copied into the order thru IW31 but these costs are only planned cost. Meaning
no accounting documents is being created and no materials being consume to the order only reservations.
If you want to have the actual cost reflected you have to go thru IW41 first.
Change Maintenance Strategy in General Task List
I want to change Maintenance Strategy in General Task List within Tasklist Group. E.g. Tasklist "T3" - Counter 3 with
Maintenance Strategy
"A" to "B". Tasklist "T3" has been used for several times in scheduling.
I try to use IA06, Goto T3 Header - and found Maintenance Strategy at Header was Gray. I don't find this
documentation in SAP Help.
Is it possible change Maintenance Strategy in Tasklist after created?

To change the strategy of a task list which has already been used, we should check the following conditions.
1. The task list should be removed from all maintenance items.
2. Then maintenance package ticks in the task list has to be removed.
3. Then system allows you to change the strategy.
4. Then assign the new maintenance packages (Tick marks).
5. Now assign the task list back to maintenance items.
Trust this shall be useful to you.

Once the Task list has been created with one maintenance strategy it is not possible to change it to another strategy
type. You can delete the strategy provided you have not used it in maintenance items. But in your case it is not possible.

You cannot change a strategy as you know, Copy the task list you want to change, then create the new strategy on your
new task list.
Then create a new maintenance item and allocation of the task list with the correct maintenance strategy.
Then create a new maintenance plan and link maintenance item.

Maintenance strategies if I am not using any calender
While creation of maintenance strategies if I am not using any calender, then system will use which calender days
shedule plans?
Is it 365 days working?

This depends on the Scheduling indicator you choose for the Plan!
If you select "Time", then, it will be based on 365 days an year.
If you select "Factory Calender", you need to specify the FC.

Maintenance strategy.Transaction code-ip11
I entered following parameters in the strategy.
Scheduling indicator -Time
Strategy unit -MON
Shift factor for late confirmtion -60 %
Tolerence for late confirmation -100%
Factory calender w8.
All above parameters are getting transpered to Strategy Maintenance Plan (Tran.code ip42) except factory calender.
Can any body tell me what will be the cause of problem.
Scheduling indicator = Time factory calendar does not matter
If you want factory calendar to work choose
scheduling indicator = time-factory calendar.
User Status Set Date in Maintenance order
Which table we can get the information about on which date a particular User status has been set in a maintenance
order? We get that information in Order Log, but I want to know in which table that information is stored.
Table JEST gives the system /user status associated with an order, but it doesnot give any information about on which
date a given status was set. I tried search infomation in table CDHDR/CDPOS but no success.
I found out the related table. Its JCDS.
I believe thats user status of Equipment, not Maintenance order.
He is correct. JCDS is the change document or version history of JEST which is the primary status table.

Statuses are handled separately from the object in question since each object can have multiple statuses and since
statuses can be applicable to more than one object type. That means that the status tables contain statuses for many
different objects like equipment, work orders, functional locations, sales orders, etc.

The status tables are based on object numbers which are a concatenation of the object type and the table of that
object. Order #816025 would be stored as "OR000000816025". Equipment 20701817 would be stored as
"IE000000000020701817". Sales order item 10 of 5215 would be stored as "VB0000005215000010".

Here are some key status tables:
JEST - Object Status
JCDS - Change Documents for Statuses
JSTO - Status Object Information
JCDO - Change Documents for Status Objects
TJ02 - System Statuses
TJ03 - Object Types
TJ04 - Status Control for Object Type
TJ20 - Status Profiles
TJ30 - User Statuses
Just to add in your valuable info on table...
TJ02T - Text for system status
TJ30T - Text for user status.
Many "check" tables (like TJ02 and TJ03) also have text tables as you've mentioned. You can easily find a text table for
another table by going to "goto --> Text table" (not to mention that they're usually suffixed with a "T" anyway).
SAP to best handle Repeat Maintenance Jobs
Has anyone got a good idea or method how to use SAP to best handle repeat maintenance jobs?
Actually, we are in the process of trying to sort out repetative jobs from thousands of notifications from last few
years, which is by itself an arduous task. After that maybe we can think of a way how to handle the process to reduce
these jobs to make the system more efficient. Anyone done something like this before in your Company?
By analysing all of your equipment's and having a clear mapping about the frequencies from your task-lists, makes the
process relatively simple. You can then group the same type of frequencies into one Maint. Plan for example.
We operate a sleek mechanism to ensure all orders are produced only on the week they're due, using IP30 - deadline
monitoring (RISHTA20) as a scheduled job.
We customised the "Sort Code" used in the Maint.Plan, in a way that reflects the frequencies as mention above. So the
scheduled jobs are then created in exact accordance with those sort codes (i.e. frequencies). The maint. planner only
has to assign which "sort code" for new plans and the scheduled job is doing the rest.
You should think only of a Notification as a polite request for a further action, like to create a maint. order etc. For
example in our company, we don't generate any notifications, as we see them as additional handling for no great
benefit. We always create orders direct from the scheduled job. These orders then go to the maint. supervisor's
"..workflow..", and they then distribute the orders at their discretion However, if your organisation is huge with many
divisions, then perhaps it makes sense to use notification, but only you can decided.
Settlement Rule In Maintenance Order
In Maintenance Order, in settlement rule screen, there comes two lines with same cost center that it picks from
Equipment Master. In one, it is FULL and other Periodic. What does it means or if there is any discrepancy?
If work is compleated 100% in one instant we will do the settlement rule in full, other wise if work is compleated half we
will go for PER and remaining activity may be settelment rule other PER.
Maintenance Order settlement rule having 2 lines that is Per & Ful. Peroidic Settlement- in this settlement rule system
settle whatever cost occurs upto today & suppose in future if you want to charge some more cost on the same Maint.
Order then system will accept it. And when ful or Final settlement runs the rest of the cost will settle to the cost
But if you run final settlement then in future you will not able to chargeany cost to the same maint. order.
Does this means everytime when we are completing the Order we have deleted one of these two lines.
You need not to delete any line whether this is PER or FUL.
Its depends upon the settlement job which is done manually or schedule batch job. Suppose you has created schedule
batch job for PER and FUL both. And the schedule frequency of PER is weekly and schedule frequency of FUL is monthly.
Just think that you have created one planned maint order on 2nd of December. And this job will start on 12th of
December to 13th December and you have mentioned spares, internal manpower & contract in the maint order.
Now stores deliver the required spares on 10th of December and its cost is 10 lacks. Your internal manpower cost is
10,000/= INR and it is booked through IW41 on 13th of December. External / contractor cost is nearly 1 lacks and for this
S. E. Sheet created on 20th December and accepted on 23rd of December.
Suppose the PER settlement job runs on 8th of December. So next PER settlement job will run on 16th December. This
settlement job will settle the spares & internal manpower cost to cost receiver. Now next PER settlement job will run on
24th December. But this job never settle the remaining cost of the maint order because the PER settlement already
So the remaining cost of the maint order will settle when FUL settlement job will start. When FUL settlement jobs runs
system checks all the Maint. Order which is created in this month and carry any cost which is not settled then this cost
will settle through FUL settlement.

Integration Between PM, QM and PP in SAP
What is the integration between PM and QM in SAP?
There are many interwoven activities.
Let us consider one practical issue of Spare Parts purchase.
We prefer to inspect incoming material for compliance of our requirement.
1.While creation of material master, tick the 'Post to insp. stock' box in the Purchasing Tab.
2. If we do not want a task list / Result recording oriented inspection, in Quality tab, choose appropriate selections,
3.When that Spare is received, it will go to Quality Stock.
4. Maint. person can check it and transfer the stock to "Unrestricted Stock" through MB1B via 261 movement, giving a
reason as Accepted after Inspection or Rejected.
5. Above procedure is a practical example of PM QM integration.
Tips by : Jamez Prabahran
Real SAP PM Ticket Raise :
When I schedule an equipment for preventive maintenance for a particular day say after 3-months, for that particular
day, PP people will also schedule for their production, which should not happen. In equipment master data, if I put
the PP work centre, it should solve the problem but I do not how is it going to solve? Another problem is PP people
wants to create work centre as group of equipment but I will schedule only one equipment for preventive
maintenance. So, if I put the group of equipment as work centre but I will schedule only for one equipment and when
PP people will schedule for their production, machine availability of all the machines will be shown as zero?
In the equipment Master, under the location tab, mention the PP work center, and in the task list under the Header give
the system condition "0" ie M/C not in operation, before doing this in the custimosation under Maintenace and service
order---general data---- "Create System Conditions or Operating Conditions" check the box for PM when
ever a maintenance order is raised against that equipment, it will block the prod.
One doubt still remains that if PP people takes work centre as group of machine (say there are 4 lathe machines, now
they want to take work centre as lathe for the whole group). So, if I enter this work centre in the location tab pages of
the equipment master (in one lathe machine), whenever maintenace order is raised for only one lathe, will it block the
production for the whole 4 nos of lathe machines or only for one lathe machine.
Since the order is raised against only one equipment, the work center for that particular equipment will be blocked.
Tips by : Giri
The linking is like this (my understanding)
PP work center is recorded in the PM equip master and PM order is created/rel for that particular PM equip.
a. If 4 m/cs together are defined as one PP work center and each of these 4 m/cs are individually defined as PM
equipment and this PP w/c is recorded in each of the 4 PM equip master then a PM order for any or all of these PM
equip will affect the PP w/c
b. If 4 m/cs have one to one relation as PP w/c and PM equip and have been respectively entered in the each equip
master then whenever a PM order is created for a particualr equip only that particualr PP w/c will get affected.
Define the relation between the PP w/c and the PM equip based on how it is required for the business.
Tips by : Hari
How to configure the integration of PP and PM, where it is being done in SPRO, what are the pre-requisite and what
are the steps.
By Bala:
In SPRO - Under Maintenanace and Service order ---> general data ----> "Create System Conditions or Operating
Conditions" --> check the box for PM Reservation.

In the equipment Master,

Under the Location tab, mention the PP work center and

In the Order Header data,

Give the system condition as "0" ie M/C not in operation.
SAP PM Integration With Other Modules
MM-PM Integration
Tell me the integration of MM-PM , and generallyin what type of scenarios, and in which industries .
The integration aspects of MM-PM are:
1) for non stock materials requirement, purchase requsition can be created from the plant maintenance order. PR is
converted to the Purchase order. when ever goods receipt is done , the cost is directly booked to the plant maintenace
2) for stock materials requirement,,reservation can be created from the plant maintenance order and the material can
be issued to the order against the reservation.
3) Like materials , for services also PRs can be created from the plant maintenace order.
Another integration is BOM - Bill Of Material.
With Equipment BOM, you can create a list of material through which equipment is created or in othre words you can
mention the spares that you may require during the maintenance of the equipment.
FICO-MM-PM Integration
Explain the integration points between PM and MM/FICO during the PM configuration.
Below are some integration aspects:
Integration with MM:
1.Material master record for Batch Managed material as Equipment
2.Reservations and Goods Issue for Maintenance Order
3.Material valuation class/types for refurbishment materials as equipment
4.Triggering PR from Maintenance Order
Integration with FICO:
1.Asset/Sub-Asset numbering in Equipment Master Data
2.Activity based costing for Operations performed through Maintenance Order
3.Settlement of accrued costs in Maintenance Order to G/L Account,Cost Center, Asset etc.
Have a customer who wants to simplify the PM process creating the PM Order, like doing it automatically with a
predefined pattern. How can we do it?
Create a Maintenance Item with a Maintenance Plan.
Using standard SAP is the best thing you can do. Prepare a general maintenance task list beforehand for corrective
maintenance. Make sure you have a good list of possible operations, material components etc. When a failure occurs it's
easy to create an order with IW31 transaction and copy the task list to the order. Now you only need to adjust the order
How do it:
a) Go to IP42 and complete all fields, create the task list in the TASK LIST field or IA05, remember: to run automatically
you need customizing Maintenance PACs and measuring points to use IK21 or IK11 for inputting (hours, days, Km, etc)
b) Use IP10 to program a plan one-to-one or IP30 to run a list plans in background period and automatically creating a
PM order (PM02 / Standard Preventive) that you can find weekly by IW38 / PM02.
If your SAP PM is connected to plant control system, it's possible to generate work order in a few seconds for the
breakdown equipment. If not connected, then operations staff have to create notification immediately after equipment
breakdown or manual call a maintenance plan for the breakdown equipment to create order.
For random failures, I think notification can be generated automatically if SAP PM is connected to facility / plant control
system. Otherwise there are a few options to choose:
1) Operations personnel creates notification as soon as the failure occurs.
2) Manual call a maintenance plan for the broken down equipment.
3) Do the job first and then use historical notification type.
4) Have a dedicated planner for managing work orders.
5) Improve users SAP skills to use SAP because creating notification / order won't take more than 1 minute doing it.
Computers will not do any good if humans don't know how to do it in the first place.

The Steps Regarding Refurbishment Order
1. The order use for repairable spares ( combination of material and serial number, for which an equipment master
record can also be created. )
2. The repairable spares disentail first & change the valuation type Defective. ( In case of valuation types are new,
refurbished, defective )
3. Creation a Refurbishment Order
a) The header data screen appears for the refurbishment order, enter the material number.
b) In the section Quantities, enter the total number of repairable spares which should be refurbished for this order.
c) The plant and storage location from which you want to withdraw the repairable spares to be refurbished ( Valuation
Type : Defective )
d) The plant and storage location to which you will return the repairable spares to be refurbished. (Valuation Type :
Refurbished )
e) Save the refurbishment order.
4. The employees responsible for the refurbishment withdraw the repairable spares to be refurbished from the
warehouse, along with all the other materials scheduled in the order that you require for the refurbishment. The goods
issue is entered. ( Movement Type 261)
5. The employees responsible for the refurbishment enter completion confirmations for the refurbishment order. These
completion confirmations provide an indication of how much work has been done.
6. A goods receipt ( movement Type 101 ) is posted for the refurbished repairable spares. This automatically updates the
valuation type (Refurbished) in the serial number master record. The repairable spares are now in full working order
again and can be used.
7.The quantity delivered is displayed in the order header.
8. Refurbishment orders can be settled to the material to be refurbished.
9.The order balance is subsequently settled to the material account according to the current price. ( The material price
for that valuation type i.e. refurbished is update )
For creating refurbishment order for material, you should have 3 valuation types for material, e.g C1-New, C2-
Refurbished, C3-Defective, these valuation types are defined in system by MM consultant.
Explain in detail what is the use of Refurbishment Order and for what purpose it is used?

Normally refurbishment will be done for repairable materials (Spare part of equipment's). These materials will be split
Type of equipment is any equipment which will be repairable.

You use refurbishment when you have to repair equipments which are in stock and after repairing send them back to
stock. The other case is when you have field service where the equipment is in the field and you have to repair it. The
service engineer visits the equipment. You use normal maintenance order for field service.

In case of refurbishment material movements occur for the equipments and hence impact inventory.

Imagine you are servicing Airtel's radio towers. That is field service. On the contrary a laptop repair happens in your
service center. And hence will reflect in your inventory.
Refurbishment Order is very much like other maintenance order except that it is always settled to a material instead
of to a cost center.

During a breakdown, e.g. burning of motor of a machine, we normally creates a breakdown order, issues the motor from
our store on the basis of this order & get the machine work. Meanwhile we will put back the burnt motor in our storage
location which is nothing but a store for us. But now what is to be done with the burnt motor. Here we uses the
refurbishment order, repair order for the motor. We creates a Maintenance order with order type PM04, issues the
burnt motor for this order, maintains the components required for repairing this motor, we get the work done on the
motor & confirms our order operation like other orders. Now we have to return this material to the store with
upgraded valuation type i.e. from Damaged to Refurbished. So the cost here is not going to settle the cost center but to
material resulting in increased value of motor.

The refurbishment of repairable spares is important for companies, for which system availability is a critical factor (for
example, the process industry, oil producing and processing, steel processing) and for which repairable spares guarantee
a high level of system availability. The refurbishment of - usually high value - faulty repairable spares is of considerable
economic importance for these companies and is often a core process in Plant Maintenance. It is often much more cost-
effective than a brand new purchase.

In production plants or other technical objects, high value components are often used (pumps, motors and so on) which
are replaced in case of damage by a functional repairable spare and then refurbished using a separate order.

In addition to the functions for Plant Maintenance, functions from inventory management and materials planning are
also used for the refurbishment of repairable spares.

No distinction is made between "good parts" (functional parts) and "bad parts" (non-functional parts) in materials

Steps To Follow In Creating Master Warranty
What are the steps to be followed in creation of master warranty - (BGM1)?

Follow the process steps as:

1. Define the characteristics for the counter e.g. Noofhours with data type Numeric & UOM as Hrs.

2. Go to SPRO, Plant Maintenance & Customer Service
- Master Data in PM & CS
- Basic settings
- Warranties
- Define warranty counters

Enter the characteristics NOOFHOURS as warranty counter & check for Default & time dependant.

2.1 In the warranties node, for vendor/Customer warranty check for all the 3 check boxes.

3. Go to T-code: BGM1

Enter the description for master warranty e.g. Truck warranty.

Select the appropriate warranty type (customer warranty for CS & vendor warranty for PM).

Enter the service text e.g. AshokLeyland yearly warranty.

Select the row for service text & click on count tab.

Enter the warranty counter value as 365 D & click on save. System will save the master warranty with some number.

Go to equipment master, in warranty tab enter the warranty number & start date.

Now, whenever you create a notification / order in the system , you will get an pop up for warranty details of the

To used it:

A material master record must be created in the system for the repairable spares.

Unique identification is only possible if the individual pieces of material have been serialized.

It is advisable to use the Customizing function in your system to define an internal order type, which you indicate for
refurbishment. However, you can also use an existing order type for the refurbishment.
What is the difference between Pass on warranty and Inherit warranty?
Pass on warranty
You can also set the indicator Pass on warranty when you create a master warranty.
If the indicator is set in the master warranty, it is automatically copied when you enter the master warranty in the
technical object. This indicator specifies whether the master warranty of the technical object should be passed on to the
technical objects lower down in the hierarchy.
If this indicator is set, both the warranties of the object being checked and those of the superior technical objects in the
hierarchy are displayed in a list during the warranty check.
The system searches for the next-highest equipment and the next-highest functional location for which the indicator
Pass on warranty is set, and to which a master warranty or a warranty period is assigned. A maximum of two higher
technical objects per warranty type are displayed.

Inherit warranty
This indicator specifies whether the master warranty or the warranty period can or cannot be inherited from the next-
highest technical object in the hierarchy level.
If the indicator is set, both the warranties that have been passed on and the warranties for the technical object are
displayed in a list for the warranty check.
If the indicator is not set, only the warranties for the technical object are displayed.
For example:
If you have a Car and now if you have created a CAR as an equipment and any major part of Car like engine, if you have
created engine as an equipment then Car would be a superior eqpt for engine, thus engine is installed in Car, now if both
have same warranty details then you can maintain warranty details for CAR and pass on the same to Engine. Thus here,
engine would inherit the warranty from CAR.
It would work in this way. You can maintain warranty details for CAR like start date, Master warranty & tick pass on
warranty. Now in engine, just enter the start date, tick inherit warranty and on creating Maintenance Order on Engine.
If it is in warranty you would get a warranty pop up.
Explain the use of warranty claim?

In our scenario, we have equipment that are under warranty from our vendor/supplier. How can I use warranty claim
in this scenario?


Warranties can be of two types:

1. Customer Warranty

2. Vendor Warranty

For these two type of warranties, we can made active and define in the transaction "GM01 & GM02".

Number range for warranties will be done "BG00".

For the default values, we need to maintain in GM03 and then you define the characteristic as warranty counter in

The following steps will helps you to understand better:

Creation of warranty counter steps:

1. Create the warranty counter as a characteristic in the Classification System.

To do this, choose Logistics -> Central functions -> Classification -> Characteristic -> Create

2. Enter the name of the characteristic and choose Create.

The screen Create Characteristic is displayed.

3. Enter a short text for the characteristic in the block Basic data.

In the block Formatting, enter a numeric data type.

4. Choose Continue.

5. Enter the number of characters, decimal places and the unit of measure for the warranty counter (for example, the
unit Year for the characteristic Warranty period).

6. Save the characteristic.

7. Define the warranty counter in Customizing.

Plant Maintenance and Customer Service -> Master Data in Plant Maintenance and Customer Service -> Basic Settings ->
Warranties ->Define warranty counter.
How do I change Notification Type once it is created?
by: Malay Ghosh
Under certain circumstances, you can change the notification type when you create or change a notification using the
functions for simplified notification processing.
In the standard System, certain settings are active in Customizing that control or restrict the ability to change the
notification types. If you want to override the Customizing settings in the standard system that control the notification
type change, your system administration can achieve this using a customer enhancement.
The settings that control a notification type change are predefined in Customizing for Cross-Application Components for
each notification type :
Notification --> Overview of Notification Type --> Allowed Notification Types
For each notification type, this table specifies which new notification types can be selected for a change.
When you process a notification, the system will only allow you to choose the notification types that are defined in this
When you create or change a notification, you can only change the notification type if the notification has the status
OSNO (Outstanding notification).
- If the notification has already been put in process, you can no longer change the notification type.
- In addition, when you change a notification, you can only change the notification type if the notification has the origin
G0 (General notification).
Using customer enhancement QQMA00028, you can override the settings that control a notification type change in the
standard system. For example:
- You can disallow notification type changes that are possible in the standard system. You cannot, however, allow
notification type changes that are not permitted in the standard system.
- You can control which notification data will be copied into or deleted from the new notification following a notification
type change. In the standard system, all notification data is copied following a notification type change. If you do not
want this to occur, you can use this customer enhancement to delete selected data.
1. What is mean by action box? What is the use of action box?

2. How to create action box?

3. How to assign the action box to notification?


Action Box:

When you process notifications, you can use the action box to execute follow-up functions. A follow-up function is a
function that:

- Can either be executed as part of an overall business process or independently of such a process.
- You can select and execute in the action box by means of a mouse click while you are processing a notification or task.

You can also use the Action Box for further follow-up in processing of Notification.

e.g. You can send mails to SAP users (other than using Service Objects) by creating an Icon using this Action box-Follow-
up action.

Once you do/create an Icon, that will be appearing in the respective Notification type (on the right side). By clicking the
icon, we can do the further follow ups/process.

Modules Path:

Quality Management -> Quality Notifications -> Notification Processing -> Additional Notification Functions -> Define
Action Box


Plant Maintenance and Customer Service -> Maintenance and Service Processing -> Maintenance and Service
Notifications -> Notification Processing -> Additional Functions -> Define Action Box

How to hide the information icon (i) in notification header? This icon is located in notification subject (above the long
text box).


Go to

SPRO -> Plant Maintenance and Customer Service -> Maintenance and Service Processing -> Maintenance and Service
Notifications -> Overview of Notification Type

Select the notification type for which you are facing that problem and in "Dialog Structure" (left side) double click
"Screen Structure for Extended View". Select the all lines and click on "Detail" icon (Ctrl+Shift+F2). Then click next entry
and check which sub screen has 032 in reference to your requirement and just clear it.


Using the Configuration Settings as described above would remove the Information icon but it would also remove the
Subject Tab and the Coding Catalog from the Notification Type. The Information icon is linked with the Coding catalog as
defined in your catalog Profile. It displays the information for the Coding Codegroup and Code you have used in your
notification. If you would remove the coding catalog from your catalog profile then the information icon would be
hidden but also the coding catalog.

The only way to achieve the removal of information icon in front of coding catalog without the removal of coding catalog
or Subject Tab, is using Screen Painter (SE51) or using SHD0 to create a screen variant for the Create Notification
How to identify whether Notification is closed (or) not?
While trying to extract the QM data into BW system. I have some doubts about notifications
1) Once a Notification is created , will it be changed (or) directly closed .
I mean, Notification Creation ----> Notification Changed--> Notification Closed (or) Notification Creation --
>Notification Closed
2) If a Notification is closed then how can I identify whether it is closed (or) not.
Check Notification status at QN header level.
OSNO - Outstanding notification
NOPR - Notification in process
NOCO - Notification completed
Once you create QN then system will put status as OSNO. This one would be initial status.
Once you release(green flag) QN then system will status as NOPR.
Once you close (black flag) QN then system will put status as NOCO. This would be final status.
Same way you can find task status at task level.
TSOS - Task Outstanding
TSRL - Task Released
TSCO - Task Completed
TSSC - Task successful

I received a material from vendor, dimension is over size, so ud is rejected. in QM11, I could not see notification
generated for this defect. Is there any setting required in spro? How to view the notification generated and what
setting need to be done?
First understand status of QN.
Once you create new QN then system will create QN with status OSNO - outstanding
Once you release QN & start to work on task of QN then system will update status as NOPR - In process.
Once you complete QN then system will put status to as NOCO - complete.
Here in your case, QN status would be OSNO & you are selecting in process checkbox, b'se of this you are not getting
your QN in QM11 list.
In QM10 --> Enter the material --> Select all notifications which are incomplete status --> OSNO
You will get list of all notifications for that material number.
If notification is not generated then
QCC0 ---> Quality inspection--> Inspection lot creation ---> Define Inspection type --> Select inspection type 01 --> Check
default notification here is it active
Check here F2 type ia maintain or not.
If it is active then notification will be generated otherwise not.
Plant Maintenance Reservations
When creating a material reservation or requisition via the PM order, the G/L account is defaulted by the automatic
account assignment in the material master.
The default G/L can be changed for a material requisition on the purchasing data screen.
How / where do you change the default G/L for a reservation?
A manual update is not allowed to a reservation that has been created via a PM order.
Other companies are having the same problem.
Currently, the only way to do it is doing a manual goods issue, without using the reservation.
In this way you can, of course, change the default G/L account.


Code Description Code Description
CA85 Replace Work Centre IP24 Maintenance Scheduling
Overview List
CS03 Display Material BOM IP30 Deadline Monitoring
IA01 Create Equpment Task
IP41 Create Single Cycle Plan
(R4 onwards)
IA02 Change Equipment Task
IP42 Create Strategy
Maintenance Plan (from
R4 onwards)
IA03 Display Equipment Task
IQ01 Create Serial Numbers
IA05 Create General Task List IQ02 Change Serial numbers
IA06 Change General Task List IQ03 Display Serial Numbers
IA07 Display General Task List IQ04 Serial Numbers List
Editing - Create
IA11 Create Functional
LocationTask Lists
IQ08 Serial Numbers List
Editing - Change
IA12 Change Functional
Location Task List
IQ09 Serial Numbers List
Editing - Display
IA13 Display Functional
Location Task List
IR01 Create Work Centre
IE01 Create Equipment IR02 Change Work Centre
IE02 Change Equipment IR03 Display Work Centre
IE03 Display Equipment IW13 Material Where Used
IE03 Display Equipment IW22 Change Notification
IE05 Equipment List Editing -
IW23 Display Notification
IE08 Equipment List Editing -
IW24 Create Notification
IH01 Display Functional
Location Structure
IW25 Create Notification
IK01 Create Measurement
IW26 Create Notification
IK02 Change Measurement
IW28 Notification List Editing -
IK03 Display Measurement
IW29 Notification List Editing -
IK07 Measurement Point List
Editing Display
IW30 Notification List Editing -
Display Multi Level
IK08 Measurement Point List
Editing - Change
IW31 Create Work Order
IK11 Create Measurement
IW32 Change Work Order
IK12 Change Measurement
IW33 Display Work Order
IK13 Display Measurement
IW38 Work Order List Editing -
IK17 Measurement
Documents List Editing -
IW39 Work Order List Editing -
IK18 Measurement
Documents List Editing -
IW40 Work Order List Editing -
Display Multi Level
IK21 Measurement
Documents List Editing -
IW41 Time Confirmation -
Indvidual Entry
IK22 Measurement
Documents List Editing -
IW42 Overall Completion
IK22 Measurement
Documents List Editing -
IW44 Time Confirmation -
Collective Entry no
IK41 Measurement
Documents List Editing -
Display Archive
IW48 Time Confirmation -
Collective Entry with
IL01 Create Functional
IW64 Change Notification List
of Activities
IL02 Change Functional
IW65 Display Notification List
of Activities
IL02 Change Functional
IW66 Change Notification List
of Tasks
IL03 Display Functional
IW67 Display Notification List
of Tasks
IL05 Functional Location List
Editing - Change
IW68 Change Notification List
of Items
IL06 Functional Location List
Editing - Display
IW69 Display Notification List
of Items
IP02 Change Maintenance
IW8W Goods Receipt for
Refurbishment (R4
IP02 Change Maintenance
KO88 Settle Order (Single)
IP03 Display Maintenance
MB11 Goods Movement
IP03 Display Maintenance
MB31 Goods Receipt
IP04 Create Maintenance
ME21 Create Purchase Order
(pre R4.6)
IP05 Change Maintenance
ME21N Create Purchase Order
(R4.6 onwards)
IP06 Display Maintenance
ML81 Create Service Entry
IP10 Schedule Maintenance
MM03 Display Material
IP11 Change Maintenance
QS42 Display Catalog
IP12 Display Maintenance
MCI1 PMIS: Object Class
IP13 Strategy Package
MCI2 PMIS: Manufacturer
IP14 Strategy Package
MCI3 PMIS: Location Analysis
IP15 Maintenance Plan List
Editing - Change
MCI4 PMIS: Planner Group
IP16 Maintenance Plan List
Editing - Display
MCI5 PMIS: Damage Analysis
IP17 Maintenance Item List
Editing - Change
MCI6 PMIS: Object Statistics
IP18 Maintenance Item List
Editing - Display
MCI7 PMIS: Breakdown

What the critical success factors for an effective PM implementation?
by :Alok
Succes of SAP PM implementaion & use largely depends on user discipline. There are several ways to enforce business
1. Make a Plant maintenance KPI for the Head maintenance and his sub-ordinate
2. Training: People need to be trained to use SAP and more importantly in your business processes. If people understand
why they need to do something they are more likely to do it.
3. Use of Workflow: Use workflow to automate the process. For example when a particular job is taken up by a planner
group an email may be sent to the p[lanner.
4. System audit: carry out regular system audit and submit the report to the responsible maintenance engineer / Head.
5. Be Flexible: Be prepared to modify your business process. If you can deliver what the users want then definitely there
would be lot of takers.
6. Discipline is the king: Make people aware of this fact through training and change mangement workshop.

Getting the most out of your SAP Plant maintenance implementation
Once SAP Plant maintenance implemented, project is over and focus lights are off its hard to keep up momentum for
getting best from implementation. Here are few tips that may help business users to get best out of SAP Plant
maintenance implementation. Assuming CMMS is implemented right, adopting system will increase productivity.
Further using system will leverage departments position for future system improvements project (e.g. getting SAP Plant
maintenance on mobile)
There are four main groups of users who that can maximize benefits of SAP PM implementation. Common to each of
these groups is an understanding of their culture and the environment in which the system will be used.
1.) Maintenance and operation managers: Managers should view the SAP PM as a means of obtaining metrics regarding
maintenance deployment and equipment performance. Manager can run PMIS report like MCI5, MCI7; list edit reports
like IW28 or BI reports. Through reporting on work performed, planned and in process, management can improve its
decision-making process. Management can use various reports to measure and improve resource utilization. Reports
can be run for checking utilization of personnel manager can use IW47, CADO, MCI8 or BI report. Having updated
information on equipment maintenance history and relative maintenance cost enables management to schedule
equipment replacement budgeting. These reports can be used as KPI matrix.
2.) Production line / Equipment users: Production and engineering personnel must see the value SAP PM delivers for
prompt and effective maintenance. These are the resources responsible for producing product and generating output;
therefore, their lines must operate at their highest levels as much as possible. Preventive maintenance must be
coordinated with production and unplanned maintenance must be performed quickly so as not to impact production.
Production planner can integrate their planning with maintenance preventive maintenance planning with use of
workcenters in equipment master record. In workorder/task list specify system condition = 0. Planner can use
CM50/CM21 to plan capacity.
3.) Maintenance personnel / Technicians: Technicians must see the SAP PM as a tool that will help them do a better job,
be more efficient and improve work processes. It can't be viewed as a system management is using to micro manage
maintenance personnel. Maintenance technician should be able perform their daily job with only two-three transaction.
User can setup list variants for IW38/IW28 etc to minimize switching between screens and use screen as their running
work list. Personal defaults and personalized list in all fields for data entry will reduce data entry effort.
Technician should be able to review historical information easily. Example report: IW28. Technical should be able to find
part required/consumed from system e.g. IH01, IW13 etc. Attaching drawing of equipment and parts to master data via
document info record will help technical to retrieve information they need without leaving SAP screen. SAP PM will
become an integral tool that they learn to rely on and trust in for helping them do their jobs to their best abilities as
maintenance professionals every day.
Personnel at the production line/plant level will be able to recognize the value of a SAP PM and understand that
proactive maintenance on critical equipment is essential.
4.) Purchasing and spare stores: This group is tightly integrated to maintenance group. Purchasing non-stock parts and
services require integration with buyer. Here workflow implementation can make big impact of smooth information
flow. Seamless integration between these group is key for smooth operation of maintenance. Using MRP for part
replenishing is significant for stock management. E.g. MD01, MD04, IWBK, ATP check from order etc.
One group not listed here is maintenance planner/master data maintainers. This group is backbone of SAP PM.
Bringing these groups together during post implementation will set the tone for ongoing success. These components will
influence how an organization will achieve the desired results from a successful SAP PM implementation. Implementing
above suggestions require very less effort and provide great benefits for system adoption.
SAP implementation alone cannot improve how an organization handles maintenance. System users must understand
how SAP works and how it can be used as a tool to improve efficiency and effectiveness of maintenance.
Plant Maintenance Customer Service Module
What is customer service (CS) module in PM?
by : Andres
Customer Service is linked to Plant Maintenance module of SAP. Technically speaking SM/CS isn't a module. Primarily it
uses parts of the PM and SD modules.
The PM module is used mainly for eqiopment, functional location, order, notifications, maintenance plans, etc (same as
The SD module is used for billing, contracts, sales orders, etc.
The main interface between the PM and SD module is called Resource Related Billing (DP80, DP90, etc).
The Customer Service have a lot of process one of them is:
Create the notification IW51 -> create de Service Order -> create Quotation DP80 -> Modification Service Order IW32
Accept the Quotation once accept the system create automatic the sales order to copy of quotation -> and billing the
sales order VF01.
Other process is:
Create the Notification IW51 -> create de Sales order -> and billing the sales order VF01.
Other Process is:
Create the notification IW51 -> create de Service Order -> create the sales order DP90 -> and billing the sales order
Other Process is:
Create a contract type WV VA41 -> create de Service Order -> create the sales order DP90 -> and billing the sales order
or contract VF01.
Create a sales order RA or RAS VA02 -> create de Service Order -> create the sales order DP90 -> and billing the sales
order or contract VF01.
Scheduling function in SAP
What are the scheduling fuction in SAP - capacity planning for resources, leveling, producing a weekly/daily schedule,
etc. Any help is appreciated.
First of all you have to create a maintenance plan via menu (Plant maintenance -> preventive Maintenance ->
Maintenance planning -> Maintenance plans -> create -> Strategy plan.)
Or use transaction IP42
After creating the Maintenance plan you have allotted a Maintenance plan Number.
After that,
Go to Scheduling
Via Menu (Plant maintenance -> Preventive Maintenance -> Maintenance planning -> Scheduling for Maintenance plans
-> Schedule.)
Or use transaction code IP10
In the initial screen of scheduling you have to enter the Maintenance plan Number that is required to be scheduled.
After selecting the relevant maintenance plan
Press Enter to continue
Pressing the start button or F9 starts scheduling.
An error can appear in case if counter is newly created and there is no reading exists. In this case, create a measuring
After you press start a dialog box will appear u have to enter the start date.
After entering the cycle start date the status is shown as NEW Start Save to call which means that Scheduling has started
but on hold until saved.
You can save at this point. Enter the scheduling transaction again. Now press the schedule Overview list button, for
scheduling overview. This shows current reading and next reading on which maintenance will be due. You can also enter
any manuals calls in the manual calls tab. In the maintenance plan scheduling parameters tab, the call horizon
percentage and scheduling period entered in the maintenance plan. In the Maintenance plan additional tab, some
additional information is displayed. The next step is to save the current work done.
SAP PM Questions Answers on Functional Locations
Q: Is the functional location structure indicator unique across the system?
A: Across clients but not systems.
Q: What must you do if you have assets (functional locations) with the same number in several plants?
A: You must use the plant reference number as the first level of the functional location structure.
Q: Which functions can be executed with functional locations and reference locations
A: Function
Functional Location
Reference Location
Install Equipment
Create Order
Assign Measuring Point
Assign Documents
Enter Multilingual Texts
Q: What is the menu path for displaying the structure of a functional location in list form and as a graphic?
A: plant maintenance>technical objects>functional location>structual display
Q: Give five examples of functional location structures.
A: Chemical Process, Energy (power station), Property Management, Transport, Steelworks, Production line.
Q: What steps must be defined in customising for alternative labelling?
A: Activate alternative labelling and indicators for primary label. Create a new structure indicator, define labelling
Q: How do you define an own view for alternative label?
A: Activate alternative labelling, define labelling systems for functional locations, enter label internal view.
Q: What level of functional locations should be changed for alternative labelling?
A: Second level functional locations are to be changed, in changing master records extras>alternative labels>overview,
change label internal view choose structure indicator and press refresh.
Q: What is the menu path for creating a user profile?
A: Plant maintenance>technical objects>functional location>labels>user profile.
Q: What functions are determined by the category of the functional location?
A: Change documents, status profile, asset, object information key, partner determination, measuring point category.
Tips by : Bill
Differentiate between reference functional location and functional locatrion.
Reference Function location is a logical Function location its not a physical functional location like a functional location.
You can not install an equipment to an reference functional location since it is not a physical location.
Reference functional location is used when you want to create several similar functional location.
Assume our Structural indicator is xxxx-xxxx-xxxx If you need to create serveral functional location in the second
hierarchy level like xxxx-ABCD, xxxx-EFGH, xxxx-IJKL etc (any no of FL)
You need not enter the details like structural indicator , location , plant, main work center, mainteanace plant etc
everytime you create a new FL with these common datas.
Instead you create RFL like AAAA-BBBB give these common datas and use this RFL as reference for new FL you create.
This triggers horizontal data transfer for all the FL you created through reference to this RFL.
It save lots of time while giving data. Also if you need to modify a data, you can modified at only one level ie RFL it
automatically gets copied to all the FL that has referenced. So data maintenance is global.
Questions Answers on PM Equipment
Q: How do you create a new equipment category in customising?
A: IMG>plant maintenance>master data in plant maintenance>technical objects>equipment>equipment
categories>maintain equipment category.

Q: What functions are determined by the category of the equipment?
A: In the IMG transaction for defining equipment categories, reference category, change documents, alphanumerical
numbering, work flow event, object information key, view profile can also define additional business views and number
ranges in other transactions.

Q: What settings in customising are available to create a view profile.
A: Using the transaction in the IMG >technical objects>general data>set view profiles for technical objects the
following settings are possible:
Screen group by technical object (floc, equip), Tab number, description, active tab indicator, 4 possible sub screens per
tab, 18 sub screens available for choice, icons and texts.
Q: Which business views can be activated in addition to the view profile?
A: PRTs, SD data, Config, Serialisation, Other data.

Q: What transaction is used to allow the equipment category to be installed at the functional location also what
transaction is used for the usage of equipment to be defined, what other settings are possible?
A: Transaction OIEP, define installation at functional location, indicator for install. OIEH for defining usage history,
mark the time segment field with an X (yes).
Q: To review changes made to an equipment over a period of time what functionality is used, what settings are
made in customising?
A: Extras>action log displays changes in the master data, change documents must be activated in customising.

Bills of Materials
Q: What is the usage type for BOMs in plant maintenance, where in customising is this defined, what usage
indicators are available?
A: Usage 4 is for PM, transaction OICD change BOM usage details the usage options, production, end/design, spare
parts, pm, sales and costing.

Q: What other BOM usage types are available?
A: Production, Engineering Design, Spare Parts, Sales and costing.

Q: What default item categories are predefined in the system, what customising transaction is used?
A: Transaction OICK, define item categories in customising is used, D - document item, I PM structure element, K
class item, L stock item, M intra material, N son stock item, R variable size item and T text item.
Plant Maintenance Q & A - Rept & Analyses - Mgt of Task Lists
Reporting & Analyses
Q: What are the components of the maintenance history?
A: Completed notifications, completed and historical orders, usage lists.

Q: How can you display a list of install locations for a piece of equipment?
A: In transaction IE02, change equipment use the menu path >extras>usage list, ensure location field is displayed in
current variant.

Q: What are the central modules for evaluations and analysis in the PMIS?
A: Information structures form the basis for standard analysis, they contain a combination of characteristics and key
figures with time base (period) The available information structures are: S016, S062, S063, S065, S115 and S116.

Q: What is standard analysis, what are available in SAP?
A: Standard analysis are complete predefined analysis that stop at one of the standard information structures. The
following are available: object class, manufacturer, location, planner group, damage analysis, object statistics,
analysis, cost analysis.

Management of Task Lists
Q: How is usage, status and increment controlled for the task list and how can these parameters be predefined for
the user?
A: From within the transaction IA05, create general task lists, status and increment are defined by populating the user
profile with the parameter PIN and value of increment example 0000001.

Q: How does the control key come into the task list as default?
A: The control key is copied from the work centre default values screen

Q: What is the structure (main components) of a task list?
A: The task list comprises of a header containing default data, an operations screen containing details of tasks to be
performed during maintenance and there is an components screen containing spare part material information. There
are also
functions for relationships, PRTs and where applicable functions for inspection characteristics, service and

Q: What types of task lists are available?
A: Functional location, equipment and general task lists?

Q: What is different about general task lists?
A: Unlike functional location and equipment task lists, general task lists are maintained independent of a object, the
general task lists can be split by group, each group can have a maximum of 99 counters which can be regarded as
task lists. The functional location and equipment task lists are object dependent, the object acts as the group in this
case and
there can be 99 task lists per object.

Q: Making a cost estimate for a task list, how would you proceed?
A: Use transaction IA16, evaluations>task list costing.

Q: What options are available for entry of task lists into a work order?
A: Direct entry, to reference object, general task lists for assembly, general task lists for object structure and general
task lists.

Q: Generate a where used list for a work centre, how do you proceed?
A: Evaluations>work centre where used, transaction CA82.

Q: How do you create a configuration profile for configurable task lists?
A: Plant maintenance>planned maintenance>maintenance task lists>task lists>general task lists>configuration
SAP PM Support Problem Solution
How can I hide a tab page from equipment master. e.g I want to hide the tab page 'Classfication ' ?
How I can add new tab page say ' New Clasification' ?
You need to create/change view profile attached to the relevant equipment category. You can change add or hide any of
the tabs present for usage and also set any tab title.
Plant Maintenance and Customer Services-> Master Data in Plant Maintenance and Customer Service
->Technical Objects ->General Data -> Set View Profiles for Technical Objects
Then assign this profile to the equipment category in :
Plant Maintenance and Customer Services-> Master Data in Plant Maintenance and Customer Service
->Technical Objects -> Equipment -> Maintain Equipment Category *-- Ravi Dixit
How to attach a word document as well as an excel file to an Equipment?
You can attach the Word or Excel file to the equipment,

1) Go to change mode of Equipment ( IE02) put the equipment no. for which you have to attach the file & enter.

2) On left hand side on top you will find the button, services for object click on it.

3) Go to Create --- Create attachment now the sytem will allow you to attach the file.

4) To view the attachment again click on same button & click on attachment list. *-- Hemant

Any one can give idea to attach , some document templet ( doc , htms , text etc.) to notification?
Our appliction entails WHY-WHY analysis sheet attachment to notification.
1) selecting notification type, why - why sheet should be attached automatically.
2) why why format will be a templet and will be fixed cutomer based format.
3) on notification display report, if document is attached the there should be visible link .
In the notification creation screen there is a button for "Services for Object". In that select "Create Attachment". Locate
the file and attach it. The attachment list will be shown if you again click the same button and select "Attachment list".
The list will show the documents attached and you can view by clicking them.

We also do Why-why analysis but in a different way. Instead of bothering with the existing format/template, we looked
into the contents of the analysis. We found that the information actually was which part got damaged, what was the
damage and the cause for the damage.

These information can easily be codified and included in the notification itself as 'object part', 'damage code' and 'cause
code'. The user has to only select the relevant codes which pertains to the why-why analysis. Later on you can also
conduct a search on the number of notifications pertaining to "how many times a "shaft of a pump" (object part) got
"sheared" (damage)..." and know the causes for it.

The codes for these - object part, damage code and cause code can be created through the maintenance of Catalog
*-- Sundar
What are Order Steps in Plant Maintenance?
Following are the steps:

1) There are 2 ways to create the order, you can create directly by using t-code IW31 or you can create through
notification also.
2) Release the order.
3) Assign the operations, & components if required for that order.
4) Goods movement for order t-code MB11
5) Confirmation of order t-code IW41
6) Teco the order t-code IW32
7) Settlement of order t-code KO88
8) Closing of order t-code IW32
While executing the Maintenance Order, is it possible at Components Tab for default existing of Item Category 'L'?
You can set a default based on the material type and plant. Customizing path is as follows:
-Plant Maintenance and Customer Service
-Maintenance and Service Processing
-Maintenance and Service Orders
-General Data
*Define Default Values for Component Item Categories

The table where Maintenance Order Components reside.
RESB - Material reservations

In Maintenance order settlement.
After executing several Maintenance Orders for long run, I want to know how many orders settled and how many
orders are not settled.
By mistake some orders are left out during execution.
When financial year closing, is it possible to find the unsettled maintenance orders list to settle it?
You can use transaction KO8G to settle all orders. Create a selection variant containing all order types and status.
You can use the T code S_ALR_87013015 - List: Actual Debit/Credit in this you can specify the order group or use
multiple selection for orders and execute.
You can find which order got settled and which order has balance.

How to make the Location field as mandatory in IW31 T-Code?
IW31->Location->Location Tab (Mandatory)
Please follow the below path in SPRO to change the status of location field:
Plant Maintenance and Customer Service---Maintenance and Service Processing----Maintenance and Service Orders---
Define Field Selection for Order Header Data
(PM)---Field Selection for Location/Account Assignment Data

Is there any t-code for displaying maintenance report equipment wise. In that report I could see pending
maintenance, service order & completed maintenance order & service order?
You can use the T-code IW38 or IW39 In that, you can select in process, or completed order to display what are all the
order which has not completed.
System will not show the order which are pending because of want of material, man etc unless you have activated the
user status for the order which show the respective one
Another option provided by IW38 /IW39 is that you can see the report by adding "Maintenance Activity type" from the
selection fields.
If you have different activity types as "preventive", "unplanned" etc, it will meet your requirement.
What is the difference between functional location and location?
In functional location master, field location, what exactly does it means?
Functional location
-- An organizational unit in Logistics that structures the maintenance objects of a company according to functional,
process-oriented, or spatial criteria.
-- A functional location represents the place at which a maintenance task is performed.

Functional location: (Master data)
It is a Technical object for structuring the maintenance object. Can be used a Reference object in Notification ,orders,
Report analysis and cost reporting. Several Business transaction can be made with Functional location E.g. Installing
Equipment in Functional location.

-- A place in a maintenance plant at which a technical object is physically located.
-- The key in this field indicates a location within a plant
-- A location allows a plant to be classified according to spatial or situation

Location: (Organization Element)
Location that is configured in the system to specify the location in Plant. It can be used to any Business transaction as
reference object.
Maintenance Planning Questions and Answers
Q: Create a single cycle plan, how do you proceed?
A: Planned maintenance>maintenance plans>create>single cycle plan, transaction IP41. The single cycle plan is used in
the situation where you need to perform a singular frequency of maintenance. The plan contains data and functions
similar to that of a normal strategy based plan but does not have a relationship with a strategy or maintenance

Q: In a strategy based plan what scheduling parameter settings are available?
A: Early, late shift factors, early late +/- tolerances, cycle modification factor, factory calendar, call horizon, scheduling
period, unit of scheduling period, requires confirmation indicator, scheduling indicators for time, time key date and
factory calendar. Where a plan is created with relationship to a maintenance strategy the scheduling parameters in the
strategy are copied as a default to the maintenance plan, the scheduling period, unit and requires confirmations are not
active in the strategy. When creating the plan from scratch you can also specify a start date to prompt maintenance

Q: What are the available standard maintenance plan categories, what is the purpose of the category?
A: The available maintenance plan categories are: MM for services which places a call object of a service entry sheet
and PM for plant maintenance which calls a maintenance order, a notification can also be a call object. The category
links the plan with the call object that is to be produced.

Q: How must the scheduling parameters in the maintenance plan be configured so that the call date falls exactly on
the planned date?
A: The call horizon must be set to 100%. The call horizon dictates when the order should be called.

Q: To start scheduling a strategy maintenance plan what are the options?
A: Start @ recent or current date and start in cycle at last known maintenance package start in cycle utilises an offset
of number of days in starting the plan in cycle of maintenance package. When the maintenance plan is scheduled the
option to restart is made available.

Q: Describe the process for attaching multiple notifications to one work order?
A: Plant maintenance>planned maintenance>maintenance planning>maintenance plans>change. Enter selection
criteria as required and execute, select the required notifications and press the button create order.

Q: What function (transaction) schedules and generates orders for maintenance plans?
A: Deadline monitoring offers this facility, transaction IP30 can be used to schedule and generate orders for
maintenance plans, this function can also be set as a automatic batch job.

Q: Define the structure and options of a maintenance strategy?
A: The strategy comprises of a header and contains the following scheduling parameters, early, late shift factors, early
late +/- tolerances, cycle modification factor, factory calendar, call horizon, scheduling indicators for time, time key date
and factory calendar. The strategy also has a relationship with maintenance packages; the maintenance packages are
the cycle of frequencies at which maintenance inspections are required. The package options: cycle length; unit of cycle
length; offset, prelim and follow up buffers and also in hierarchy that dictates when each is called.
Q: What is the purpose of the preliminary and subsequent buffers in the maintenance packages of a maintenance
A: The preliminary buffer is the lead float in a number of days that affects the order start date in the order. The
subsequent buffer acts as the follow up float days again a number of days that you specify which will affect the finish
date in the order. The calculated order start and finish date is a default value that can be overwritten by the ordering
scheduling value, this is dependant on the setting for order dates in customising.

Q: In the scheduling of maintenance plans what options are available for the manipulation of calls placed on the
scheduled call board (tab)?
A: The following options are available: release call (immediate release to create order) fix call (change date of call) skip
call (cancel call) restart (restart scheduling of plan) manual call (place a manual cal)

Q: How can you lock a maintenance plan for scheduling?
A: Within the transaction IP02 change>maintenance plan, the function to make the make the plan inactive.

Q: What is the function of a cycle set?
A: The cycle set is used as a copy reference for cycles when creating a multiple counter plan. The cycles can be changed
in the maintenance plan, without the cycle set being affected.

Q: What is the difference between a cycle set and a strategy?
A: The difference between a strategy and cycle set is that a strategy always has cycles of the same dimension, whereas
a cycle set can have cycles of different dimensions.

Q: What transaction is used for creating a maintenance plan for services?
A: Plant maintenance>planned maintenance>maintenance planning>maintenance plans>create>create>for contract
item. Also customer service>service agreements>environment>sales & distribution>service products for maintenance.
Measuring Points Questions in SAP PM
Measuring Points:
Q: What predefined categories of measuring points are available?
A: Measuring point general and general usage. Each has a different uniqueness check.
Q: What settings are available in customising for measuring point categories?
A: Uniqueness check, catalogue type, message setting and tolerance period for measuring time in future for
measurement document. Settings are made in transaction define measuring points categories.
Q: How is counter replacement shown in the system?
A: The counter replacement is shown by using (create) a measure document to enter the value of the new counter, the
difference is 0. The menu path is edit>replace counter.
Additional Functions:
Q: Can an object link to a web address be created for a master record, how do you proceed?
A: plant maintenance>technical objects>equipment>change. Screen displayed: change equipment >system>links.
Q: Send the master record of equipment to another person using the office functions, how do you proceed?
A: plant maintenance>technical objects>equipment>change. Screen displayed: change equipment
>system>workflow>send object with note
Q: What functions are defined in customising for partner determination, what transaction is used?
A: IMG>master data in plant maintenance>basic settings>partner data>define partner determination procedure,
transaction VOP2, there are 13 different partner functions to choose
Q: How do you assign a partner determination procedure to a piece of equipment?
A: IMG>master date in plant maintenance>technical objects>equipment>assign partner determination procedure to
equipment category, transaction OIEV. Select row and enter procedure, responsibilities for some determination
procedures can be entered, i.e. ER for employee responsible etc.
Q: Display the user status procedures available in customising, what statuses are maintained, how is the status
regulated, which business management operations are allowed for an example status?
A: IMG>master data in plant maintenance>basic settings>maintain user status, transaction OIBS. Select profile to view
details, business transactions can be controlled via indicators for influence, allowed, warning, disabled and active etc.
Where statuses have a status number, this means that the statuses mutually exclude one another, that is only one status
can be set any one time. Statuses are allocated lowest and highest numbers which determines when the can be
displayed, example: highest can only be switched upward.
Q: How do you assign the user status profile to a piece of equipment?
A: IMG>master data in plant maintenance>technical objects>equipment>assign user status profile to equipment
category. Transaction OIEB.
Serial Numbers:
Q: To display the serial data view in the master record and what settings in customising to allow this are required?
A: To display serial data access transaction IE02 change equipment click serial data tab, define the additional business
view for serialisation in customising transaction OIEG to activate serial data tab.

Q: What does the stock check of a serial number comprise?
A: During the stock check of a serial number, the stock batch, master batch, special stock, customer, and sales order
are also checked in addition to the plant and storage location if a goods movement occurs. This ensures synchronisation
of stock information in the serial number with that in materials.

Q: How is the stock check configured in customising?
A: IMG>master data in plant maintenance>technical objects>serial number management>define serial number
profiles, OIS2 - the stock check is activated for each serial number profile in the column STKCK. You can also define how
the system should respond in the event of inconsistencies, warnings, errors or no stock validation.

Q: What settings can be defined for the Serialisation of Equipment, what transaction in customising is used?
A: IMG>master data in plant maintenance>technical objects>serial number management>define serial number profiles,
OIS2. The available settings are: existing requirement (created first indicator) equipment category assignment, stock
check and serialisation procedures by usage and proposal type for equipment (on processing of procedure)
What is meant by Service contract?
A Service contract is a legal bond between user and the service provider.
It is basically used to initiating automatic billing of routine services at regular intervals ( your AMC (annual
maintenance cost))
Remember that the service order do not have a delivery note as there are no physical items to be delivered.
You use service contracts to record the details of the service package that you have agreed to provide a service recipient
with over a specified period of time.
The service contract is made up of a header and one or more items.
At header level you specify:
- Partner data such as the partner who is to be provided with the services and the partner who is to be billed for the
- Contract-specific data:
- Start and end dates
- Cancellation terms
- Follow-up actions
- Texts
- Status information
- Price agreements
- At item level you specify:
The services to be provided:
- Partner data
- Contract-specific data
- Start and end dates
- Cancellation terms
- Technical objects
- Texts
- Status information
- Price agreements
- Billing plan data

How To Create A Service Contract
The transaction for creating a contract is VA41
You need to select the contract type.
WV - Service contract
CQ - Quantity contract
WK1 - Value contract
Customer Contracts
Customer contracts are outline customer agreements that display when sales materials or services are sold within a
certain time period. It can be created by
T.code VA41.
The standard version of the SAP R/3 System contains the following categories of contracts:
Master Contracts
The master contract is a document in which you can group contracts together as lower level contracts. Thus, all the data
that refers to other documents remains consistent. The master contract contains the general terms which apply for all
lower level contracts.
Quantity Contracts
A quantity contract is an agreement that your customer will order a certain quantity of a product from you during a
specified period. The contract contains basic quantity and price information, but does not specify delivery dates or
Value Contracts
A value contract is a contractual agreement with a customer that contains the materials and/or services that they may
receive within a time period and up to a target value. A value contract can contain certain materials or a group of
materials (product hierarchy, assortment module).
Service Contracts
A service contract is an agreement that contains the conditions for offering a certain service to the customer. You can
manage rental and maintenance contracts in the standard version of the SAP R/3 System. A service contract contains
validity dates, cancellation conditions, price agreements, and information on possible follow-up actions.
Relevant to Purchasing
1. Access the transaction choosing one of the following navigation options:
SAP ECC menu Logistics -> Materials Management -> Purchasing -> Outline Agreement -> Contract -> Create
Transaction code ME31K
2. On the Create Contract: Initial Screen, enter the following values and choose Enter:
Vendor xxxx
Agreement type MK
Agreement date Todays date
Purchasing Organization
Purchasing Group xxx
Plant xxx
3. On the Create Contract: Header Data screen, in Validity End field, enter end date (e.g. two years in the future) of the
contract and choose Enter.
4.On the Create Contract: Item Overview screen, enter the following values:
Target Quantity 10000
Net price xxxx usd per 100 PC
Plant 1000
5. Remark: Delete any entry in the field storage location.
6. Additional step:
If you want to use the information of an existing info record mark the line of the agreement item (item 10) and go to
Environment -> Info record. On the Info record: General Data screen choose Conditions. On the screen Display Gross
Price Condition (PB00): Condition Supplements you can see the value of the gross price (here: 1282.5 per 100 pieces.).
7. Choose Save (Check if the automatic print function of the contract works).
Service/Maintenance order type SM03 not completely maintained in plant 1000.
When I use T-code:iw31 create a service order,It show the following error message:
Service/maintenance order type SM03 not completely maintained in plant 1000
Message no. IW216
For the selected order type and plant, no check control is maintained in Plant Maintenance/Service in 'Availability
Check for Materials, PRTs and Capacities'.
A check control must be maintained for this combination of order type and plant.
Go to SPRO --> Plant Maintenance & CS --> Maintenance and Service Processing --> Maintenance and Service Orders -->
Assign order types to maintenance plants.
Maintain the order type SM03 against the plant.
Go to SPRO --> Plant Maintenance & CS --> Maintenance and Service Processing --> Maintenance and Service Orders -->
Completion confirmations --> Define the parameters for completion confirmations.
These both should be done, try to raise the SM03 order now.
Maintain Check Control
You need a checking group and a checking rule to execute this availability check.
For this go to customizing path
Maint And service order --> Function and setting for oder type --> Available Check for material, PRT
And perform following action:
1. Define Checking rule-You can thus carry out various application-related checks for a material.
2. Define scope of check
In this menu option, you define the check scope. Checking group and checking rule together specify the scope of the
3. Define Inspection Control
You can make the checking rule as well as the actual check itself dependent on the following parameters:
Order type

How to Create Activity type and Assign to Cost Center
Explain how to create activity type and then assign it to cost center.
Activity types classify the activities produced in the cost centers within a controlling area.
To plan and allocate the activities, the system records quantities that are measured in activity units. Activity quantities
are valuated using a price (allocation price).
In Overhead Cost Controlling, costs based on the activity quantity of an activity type are posted separately in fixed and
variable portions. When you divide the activities of a cost center into activity types, you should consider whether the
costs can be allocated effectively to the activity types.
The prices of the activity types of a cost center can be either entered manually, or calculated by the system based on the
costs allocated to the activities. Prices can be calculated either using plan costs or actual costs.
You can plan, allocate, and control costs either at the activity type level of a cost center, or at the cost center level. You
can enter actual costs at the cost center level. Costs entered at the cost center level are assigned using splitting.
You can also assign the activity type of a cost center directly. This use was designed for certain application areas (such as
personnel costs and depreciation postings).
You can assign one activity type, multiple activity types, or no activity types to a cost center
Typical examples of activity types for cost centers are machine hours, administrator hours or units produced.
KA01 - Create Primary Cost Element for the new activities type.
KL01 - Create Activity Type tied to the primary cost element.
KP26 - Change Activity Type/Activity Price Planning - maintain the Variable price
Assign the activity type to cost center using T code KP26.
In the input screen of T code KP26 ,enter version as 0, from period 1 and to period as 12 and the Fiscal Year as 20xx.
Click on Overview tab on top and key in costing details in this screen.
After performing this ,while creating the work center ,this combination of activity type & cost center should be assigned.
Activity create at KL01 assign the same at KP26 .
How SAP PM handle the flow of costs from the point the maintenance order is created to the point of completion?

Cost flow in maintenance orders:

1. Estimated costs is an approximate value, entered during creation of maintenance order. This value is for information
purposes only and will not be validated anywhere.

Estimated cost: You can enter this cost manually in order Header.

In Header Data -> Costs while creation of Order.

2. Planned costs is when external procurement of spare(non-stock)/services are required, they are entered in the
maintenance order. The spares will have cost in material master.
Planned costs: After Confirmation of operation, service etc cost will reflect.

Service cost is entered manually while creation of maintenance order. These costs are calculated when the order is
brought to Release status, and appear as planned costs in the costs tab.

IW41 & IW42 are used for confirming the task/operation with the time. This will accrued the cost of internal operation
to the order.

3. Subsequent purchasing activity PR to PO conversion is done and when the material is inwarded, the actual cost as per
PO, flows to maintenance order and populated as Actual costs.
Same case happens when service entry sheet is created for external services.

4. Now the cost sits with the maintenance order. This must be settled to a cost center, assigned to the equipment, for
which maintenance order is processed.

When actual settlement is done for the order, the actual cost moves to the cost center and the order value becomes
zero. This activity is required from FI Controlling point of view, to accrued the total expenses done on the equipment
and adding them to the production cost incurred, using that equipment.

Actual costs: After settlement actual cost will appear.

These cost can be viewed at Costs tab of Order.
KO88 is the only way you can do the actual settlement.
TECO as name implies, is technical completion of the order and associated notifications.

You will be able to do KO88 even after TECO.
Explain the difference between a service order and repair order.
The biggest difference between service order and repair order is that the repair order contains a logistic process. In the
CRM order (standard order type = REPA), you enter the actual product that is also available in ECC. This product has
some lower level items containing the returns item (from customer to repair center), a diagnosis item, and possible an
item for a loan material (e.g. TV is broke of a customer and during the repair he receives a loan TV).
In the service order, the object for which you provide the service is not entered as an item, but as an iBase or an
individual object on header level in the order.
In both cases, the service process is handled by a service confirmation (which confirms the time spent and the spare
parts used).
But in case of a repair order, you still have a logistic activity to perform: sending the repaired product back to the
customer and picking up the loan device.
In details:
Provides support for the complete Service processing lifecycle from Service Quotation creation to Billing. A service
order is created if the customer has to be billed for services like utility usage, no. of pages printed (using counters
etc). Service Order processing includes integrated validation of service contract price agreements and warranty
The cycle is :
Business Scenario Service quotation and service order management
A. Make inquiry Customer contacts and requests for quotation
B. Create and communicate quotation service rep. creates a quotation and sends it to the customer
C. Accept the quotation
D. Convert quotation into service order and release the order
E. Create and optimize assignments - The Resource Planner assigns any field service tasks to one or more of his Field
Service Representatives
F. Execute assignment, perform confirmation - The Field Service Representative performs the service assignment at the
customer site and performs confirmation for the work done, materials used and so on
G. Approve confirmation, assign costs - The Service Manager checks and approves the confirmation data and decides
which costs should be billed to the customer
H. Bill customer, perform analyses - The Service Manager triggers billing of the customer and performs analyses of the
complete service order processing cycle

Where as a repair order would be created when a customer finds a defect in say a product and the requests for a
repair of replacement.
The cycle is:
The business scenario
1. Enter repair request
The customer calls the service organization to request a repair. The agent enters the repair request. The system checks
whether a warranty exists.
2. Send in defective product
The customer sends in the product using the given return material authorization number.
3. Plan repair steps
A service representative performs the technical analysis and enters the inspection result (causes, tasks, etc.). He decides
what action should be taken based on the inspection result.
4. Create service quotation
The system calculates the price for the planned repair and required spare parts, according to the price agreements in the
service contract, and the warranty costs. The agent generates a service quotation.
5. Perform confirmation
The customer accepts the quotation. The service representative repairs the product and confirms his working times and
materials used. He also documents the inspection results.
6. Return repaired product
The service representative returns the repaired product to the customer.
7. Create invoice
The service representative triggers customer billing, based on the confirmed time and spare parts used, and in
accordance with existing warranties and specific price agreements.
8. Analyze defect reasons
Using predefined queries and reports, the service manager analyzes the most important defect reasons.
How to get the authorisation objects for SAP PM?

Check this for the common PM authorisation objects:

I_ILOA - Change location and accounting data in the order
I_CCM_ACT - Configuration Control authorization object
I_ALM_ME - Mobile Asset Management
I_VORG_MEL - PM/QM: Business Operation for Notifications
I_QMEL - PM/QM: Notification Types
I_BEGRP - PM: Authorization Group
I_BETRVORG - PM: Business Operation
I_VORG_MP - PM: Business Operation for Maintenance Planning
I_VORG_ORD - PM: Business Operation for Orders

I_KOSTL - PM: Cost Centers
I_INGRP - PM: Maintenance Planner Group
I_IWERK - PM: Maintenance Planning Plant
I_SWERK - PM: Maintenance Plant
I_AUART - PM: Order Type
I_SOGEN - PM: Permit
I_ROUT - PM: Task List
I_ROUT1 - PM: Task Lists by PM Planning Plant, Work Scheduler, Status
I_TCODE - PM: Transaction Code
I_CCM_STRC - Structure gap maintenance authority
I_WPS_MEB - WPS: Maintenance Event Builder
I_WPS_REV - WPS: Revision authorization object

You can get this from tcode SU21 select the required module and you will have these objects.
You Can Get the details of Authorization Object & Their Authorisation field from Table TOBJ by using T code SE16 &
select object Class as PM.

If the maintenance order will be created by one person & it will be released by Manager. How can I map this
functionality with Authorisation Objects.

Kindly Use Authorization object I_BETRVORG - PM: Business Operation in two different roles and assign these roles
respectively to Creator & Manager for Required function.
Change Status of Preceding Document.