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Training Manual: SAP Plant Maintenance

USER MANUAL
Plant Maintenance Master Data

Submitted to
WBSEDCL
By

TATA CONSULTANCY SERVICES LTD.


AUGUST 15
Version: 1.0

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Training Manual: SAP Plant Maintenance

Table of Contents
1.

Plant Maintenance Master Data ............................................................................................................ 4


1.1

Functional Location...............................................................................................................4

1.1.1

Structure indicator ................................................................................................................. 4

1.1.2

Create Functional Location ................................................................................................... 5

1.1.3

Change Functional Location ............................................................................................... 11

1.1.4

Display Functional Location ............................................................................................... 13

1.2

Work Center ........................................................................................................................15

1.2.1
1.3

Equipment ...........................................................................................................................23

1.3.1

Create Equipment ................................................................................................................ 23

1.3.2

Change Equipment .............................................................................................................. 28

1.3.3

Display Equipment .............................................................................................................. 30

1.4

Maintenance Strategy ..........................................................................................................31

1.4.1
1.5

Create Maintenance Strategy............................................................................................... 32

Maintenance Task List ........................................................................................................38

1.5.1

Create General Maintenance Task List ............................................................................... 38

1.5.2

Change General Maintenance Task List.............................................................................. 46

1.5.3

Display General Maintenance Task List ............................................................................. 49

1.5.4

Create Functional Location Task List ................................................................................. 51

1.5.5

Change Functional Location Task List................................................................................ 58

1.5.6

Display Functional Location Task List ............................................................................... 62

1.5.7

Create Equipment Task List ................................................................................................ 66

1.5.8

Change Equipment Task List .............................................................................................. 79

1.5.9

Display Equipment Task List .............................................................................................. 82

1.6

Characteristic & Class .........................................................................................................85

1.6.1

Create Characteristic ........................................................................................................... 85

1.6.2

Create Class ......................................................................................................................... 88

1.7

Measuring Point & Measuring Point as a Counter ..............................................................91

1.7.1

Create Measuring Point ....................................................................................................... 91

1.7.2

Create Measuring Point as a Counter .................................................................................. 95

1.8

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Create Work Center ............................................................................................................. 15

Maintenance Plans...............................................................................................................97

1.8.1

Create Single Cycle Maintenance Plan (Time Based) ...................................................... 101

1.8.2

Create Strategy Plan (Time or Performance Based).......................................................... 104

Training Manual: SAP Plant Maintenance

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1.8.3

Schedule Maintenance Plan............................................................................................... 111

1.8.4

Schedule Overview List: Maintenance Plans .................................................................... 112

Training Manual: SAP Plant Maintenance

Plant Maintenance Master Data


Functional Location
Information: Functional location represents the place at which a maintenance task is performed.
The locations of technical system, building, or part thereof, within a plant are structured in
hierarchical order. Equipment is installed within a functional location.

1.1.1 Structure indicator


There will be two different structure indicators which shall be used for WBSEDCL. The details
are as follows:
1) ZDCL1 - General

Example:
1111100
1111100-CVL
1111100-CVL-BAR
3513009
3513100

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Jaldhaka Stage-I
Civil
Barrage
Asansol(D) Division CCC
Asansol(O &M ) Sub Division

Training Manual: SAP Plant Maintenance

2) ZDCL2 - For CCC and Lower Level locations under Sub Station

Example:
3133104-CNR1
3133104-CNR2
3133104-PTR1
3133104-PTR2
3133104-PTR3
3133104-SGVCB1
3133104-SGVCB10
3133104-SGVCB11

PTR C and R Panel 1


PTR CR PANEL 2
6.3 PTR 1
6.3 PTR 2
6.3 PTR 3
11 VCB SGVCB 1
11 VCB SGVCB 10
11 VCB SGVCB 11

1.1.2 Create Functional Location


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Training Manual: SAP Plant Maintenance

Trigger: Perform this procedure when you need to create a functional location master data.
Access Transaction By:
Menu
Transaction code

Logistics
IL01

Procedure:
Start the transaction using the menu path or transaction code, as above.

1. Create Functional Location: Initial Screen


Enter the Functional location category and Structure indicator (In this case, the structure
indicator is ZDCL1 and the functional location category is always M. You can also structure
indicator ZDCL2, if applicable.); click Enter key, so that the Edit mask appears as shown
above.

Click on the Enter


button, to go to the following screen; enter the functional location that
you want to create as per the edit mask defined.
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Training Manual: SAP Plant Maintenance

Click on the Enter

button, to go to the next screen.

2. Create Functional Location: Master Data

Enter the Description of the functional location that you want to create. Entry in this field is
mandatory.

3. Create Functional Location: General Data

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Training Manual: SAP Plant Maintenance

Enter all the relevant details in fields as shown above. Entry in the Start-up date field is
mandatory.
Note: It is a good practice to maintain all the other relevant fields in the above screen in order to
have optimum data availability in the system, for further reference and analysis.
Select the

tab.

4. Create Functional Location: Location Data

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Training Manual: SAP Plant Maintenance

Enter all the details in fields as shown above.


Select the

tab.

5. Create Functional Location: Organization Data

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Training Manual: SAP Plant Maintenance

Enter all the details in fields as mentioned above. Entry in the Cost Center field is mandatory.

Select the

tab.

6. Create Functional Location: Structure Data

Ensure the SupFunctLoc. field is maintained for all sub-functional locations, from the drop
down list (if not maintained automatically by the system).
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Ensure the Equi-installation allwd check box is activated, if you need to install equipment(s).
Click on the Save

button;

Now the system displays the following message.

The system task is now complete.

1.1.3 Change Functional Location


Trigger: Perform this procedure when you need to change certain details in a functional location
master data.
Access Transaction By:
Menu
Transaction code

IL02

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Change Functional Location: Initial Screen

Enter the value in Functional loc. field from the drop down list for which the master data
details need to be changed, and click Enter key.
Select the
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tab.

Training Manual: SAP Plant Maintenance

2. Change Functional Location: Organization Data

Choose the relevant field that you want to change and click F4 key to choose the exact data as
shown above:
For example, the Main WorkCtr field needs to be changed from O/M WC to
CIVIL. Select the line item called CIVIL from the drop down menu and double-click.

Click on the Save

button;

Now the system displays the following message.


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The system task is now complete.

1.1.4 Display Functional Location


Trigger: Perform this procedure when you need to display a functional location master data.
Access Transaction By:
Menu
Transaction code

Display
IL03

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Display Functional Location: Initial screen

Enter the value in Functional loc. field from the drop down list for which you want to display
the master data details, and click on the Enter

button.

All the details that you want to view for the above functional location can be viewed.
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For example, if you want to know the Location of the functional location as shown above, then
click on Location tab and view the details.
2. Display Functional Location: Location Tab

Note: To view the list of all the functional locations within the plant, use the following
transaction codes:

IH01: Functional Location Structure: Structure List


IH06: Display Functional Location: Functional Location List

The system task is now complete.

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Training Manual: SAP Plant Maintenance

Work Centre
Information: A work center is an organizational unit within an operational system.
A Plant Maintenance work center can be one of the following:
-

Person (for maintenance purposes)


Group of people (for maintenance purposes)

In Plant Maintenance, work centers are used as:


-

Main work center in the master record for the equipment or functional location
Main work center in a maintenance item
Main work center in the task list header
Performing work center in the operations for a task list
Main work center in the order header
Performing work center in the operations for an order

1.2.1 Create Work Centre


Trigger: Perform this procedure when you need to create a Work Center master data, for plant
maintenance use.
Access Transaction By:

Menu
Create
Transaction code IR01
Procedure:
Start the transaction using the menu path or transaction code, as above.

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1. Create Work Center: Initial Screen

Enter the values in Plant, Work Center & Work Center Category fields shown in screenshot
as above.
Click on the Enter

button.

Select the

tab.

2. Create Work Center: Basic Data

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Enter values in the fields shown in screenshot as above.


Select the

tab.

3. Create Work Center: Default Values

Enter the value in Control key field shown in screenshot as above.


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Now select the

tab.

4. Create Work Center: Capacity

Now click on the Goto button as shown in screenshot below:


5. Create Work Center: Capacity

Further, follow the path as shown in screenshot as above.


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Click on the

6. Change Work Center Capacity: Header

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line; the following screen will appear.

Training Manual: SAP Plant Maintenance

Enter the values in fields shown in screenshot as above. Click


on the Enter

button.

7. Create Work Center: Capacity Overview

Enter the value in field shown in screenshot as above.


Now select the

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tab.

Training Manual: SAP Plant Maintenance

8. Create work Center: Scheduling

Now enter the values shown in screenshot as above.


Now select the

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tab.

Training Manual: SAP Plant Maintenance

9. Create Work Center: Cost Center Assignment

Enter values in fields shown in screenshot as above.


Click on the Save

button; the system displays the following message.

The system task is now complete.


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Training Manual: SAP Plant Maintenance

Equipment
Information: The technical object, equipment is an organizational unit within logistics that
structures the maintenance objects of a plant, which is repaired / replaced / maintained
independently and installed / dismantled at a functional location.
A piece of equipment is an individual object that is to be maintained independently. Each piece
of equipment is managed independently in the system to,

Manage individual data from a maintenance perspective for the object


Perform individual maintenance tasks for the object
Keep a record of the maintenance tasks performed for the object
Collect and evaluate data over a long period of time for the object

1.3.1 Create Equipment


Trigger: Perform this procedure when you need to create new equipment master.
Access Transaction By:
Menu
Transaction code

IE01

Procedure:
Start the transaction using the menu path or transaction code, as above.

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Training Manual: SAP Plant Maintenance

1. Create Equipment: Initial Screen

Enter the value in Equipment category field from the drop down menu as shown in screen
above. Entry in this field is mandatory.
Click on the Enter

button to go to the following screen.

2. Create Equipment: Location

Enter the Description of the equipment. Entry in this field is mandatory.


Note: The equipment number proposed by the system as shown above is temporary.
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Select the

tab.

3. Create Equipment: Location Tab

Maintain relevant fields in Location tab as shown above.


Select the

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tab.

Training Manual: SAP Plant Maintenance

4. Create Equipment: Organization Tab

Maintain relevant fields in Organization tab as shown above. Entry in the Cost Center field is
mandatory.
Now choose the

tab.

5. Create Equipment: Structure Tab

Follow the steps as shown in the screenshot above.


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Now you have installed the equipment to the functional location of your choice, as shown above.
6. Create Equipment: Warranty Data Tab
Now choose the

tab.

In this screen, you can maintain the Warranty details for the equipment.
Click on Save

button.

Now the system displays the following message.

The system task is now complete.

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Training Manual: SAP Plant Maintenance

1.3.2 Change Equipment


Trigger: Perform this procedure when you need to change certain details to an equipment master
data.
Access Transaction By:
Menu
Transaction code

IE02

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Change Equipment: Initial Screen

Enter the equipment number as shown in the above screen and click on the Enter
to go to the following screen.
Select the

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tab;

button,

Training Manual: SAP Plant Maintenance

2. Change Equipment: Location Tab

For example, change the Work center as shown in the following screen.
Note: Basically the change mode is used to enter a new value in fields which are blank (these
values are entered manually) or to change the existing values in fields to another value (chosen
from the drop down list), if required.
Now click on the Save

button.

Now the system displays the following message;

The system task is now complete.

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Training Manual: SAP Plant Maintenance

1.3.3 Display Equipment


Trigger: Perform this procedure when you need to display equipment master data.
Access Transaction By:
Management of Technical

Menu
Transaction code

IE03

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Display Equipment: Initial Screen

Enter the equipment number as shown in the above screen and click on the Enter
to go to the following screen.

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button,

Training Manual: SAP Plant Maintenance

2. Display Equipment: Location

The system task is now complete.


Note: To view the list of all the equipments within the plant, use the following transaction codes:

IH08: Display Equipment: Equipment List


IE07: Multi-Level Equipment List: List of Equipment
IH03: Equipment Structure: Structure List

Maintenance Strategy
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Training Manual: SAP Plant Maintenance

Information: Maintenance strategy consists of several maintenance packages and incorporates


the scheduling rule for preventive maintenance. Maintenance strategies
(Time based and performance based) are assigned to task lists.
Maintenance packages are a part of a maintenance strategy. Maintenance packages define the
frequency at which specific operations are carried out. They are assigned to operations in a task
list. In this way, the frequency with which the operations should be executed is defined.
A task list with a maintenance strategy consisting of maintenance packages is assigned to a
maintenance plan.

1.4.1 Create Maintenance Strategy


Trigger: Perform this procedure when you need to create a Maintenance Strategy master data,
for Plant Maintenance use.
Access Transaction By:
Menu
Transaction code

IP11

Procedure:
Start the transaction using the menu path or transaction code, as above.

1. Change Maintenance Strategies: Overview

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The following screen appears shown as above.


Now click on the

button.

2. Change Maintenance Strategies: Details

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Enter the values in fields shown in screenshot as above.

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Training Manual: SAP Plant Maintenance

3. Change Maintenance Strategies: Maintain Package


Now, click on the
Button.

button; as the screen changes, click on the

Enter the values in fields for the maintenance package that you want to create based on the strategy
that you want to create.

For example, enter details shown in screenshot as above.


Click on the Save
click on the

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button; to view the details of the maintenance package that was created by you
button.

Training Manual: SAP Plant Maintenance

4. Package Sequence

The detailed view of the Package Sequence is shown as above.

The system task is now complete.

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Training Manual: SAP Plant Maintenance

Maintenance Task List


Information: Maintenance task lists (General, Equipment specific or Functional location specific)
describe a sequence of individual maintenance activities, which are performed repeatedly within a
maintenance plant. Task lists are plant specific in nature. Maintenance task lists are used for recurring
and planned maintenance activities such as inspection, preventive maintenance and planned repairs.
In Plant Maintenance, there are three different types of task lists used. They are,

General Maintenance Task List (A)


Equipment Task List (E)
Functional Location Task List (T)

1.5.1 Create General Maintenance Task List


Trigger: Perform this procedure when you need to do create a General Task List master data, for Plant
Maintenance use.
Access Transaction By:

Menu

Transaction code IA05


Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Create General Task List: Initial Screen

Enter the task list date in field shown in screenshot as above.


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Click on the Enter

button to go to the next screen;

2. Create General Task List: Header General View

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Enter information in the fields shown in screenshot as above. Make use of the information
furnished in the table below, while entering details in the fields.
Note: In the table below, in column R/O/C, R = Required, O = Optional, C =
Conditional.
R/O/
User Action and
Field Name
Description
Comments
C
Values
Leave blank. System
A name for a group of one
will automatically
Group
Or more task lists.
assign an internal
Number.
Group counter. Identifies
Leave blank. System
Group
each task list that is a part
will automatically
counter
of the Group (1 in the
assign an internal
Screen shot above).
Number.
A long text
Is available.
The text on
Descriptive name of the
this screen
Task list
Task list. This is a free text
Enter the description
is
R
description
field to enter a name for the
Of the task list.
transferred
Task list.
to the first
line of the
long text
Screen.
Plant in which maintenance
Planning
tasks are planned or
R
plant
Prepared.
Key for identifying the work
center responsible for the
Work center
R
Enter the work center.
completion of the
Maintenance tasks.
Maintenance
Plant

Number which identifies


The maintenance plant.

This is the plant that the


Work center belongs to.

Enter the number of


the maintenance
Plant.
Usage 4 will

Usage

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Indicates the area(s) where


The task list can be used.

Enter usage 4

limit the
usage to
only Plant
Maintenance.

Training Manual: SAP Plant Maintenance

Indicates the processing


Status

Maintenance
strategy

Status of the task list.


Condition of the equipment
service tasks must be
The maintenance strategy
that controls the sequence
of planned maintenance
Tasks.

Now click on the

Enter status 4.

Enter a strategy, if
Applicable.

button to go to the next screen.

3. Create General Task list: Operation Overview

Enter information in the fields shown in screenshot as above. Make use of the information
furnished in the table below, while entering details in the fields.
Note: In the table below, in column R/O/C, R=Required, O=Optional,
C=Conditional

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Field Name

Description

OpAc

Number of the operation or


Activity.

SOp

Sub-operation number.
Sub-operations are used to
allocate persons and
machines to an operation
for which several persons
or machines are needed at
The same time.

User Action and


R/O/C Values
The system supplies
R
These numbers.
For the sub-operation
line, change the
operation field to the
operation number in
O
which the subOperation refers.
Enter a sub-operation

Comments

This function
will be
seldom
Used.

Training Manual: SAP Plant Maintenance

Number.

Work ctr

An organizational unit that


defines where and when an
operation should be carried
Out.

Maintenance plant is the


Plnt

Ctrl

Operation
Description

LT

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place where the work will


be performed. In the
illustration above, the plant
number is the planning plant.
Control key for the
operation that determines
which business
transactions should be
Executed for the operation.
For example scheduling or
Costing.

Defaults from the


Main work center
entered on the
Header.

Will default from the


Planning plant on the
header data screen.

Accept or modify the


Default (PM01).

Enter a description of
the operation to be
Short text of the operation.

Indicator that a long text


Exists for this operation.

If required,
this can be
changed to
the desired
work center
of your
choice.

performed (max 40
characters).
To enter a long text,
press the <Enter> key
at this time so that the
system will accept the
entries made up to
this point. Highlight
the line you are
working on by clicking
on the blank box at
the extreme left end
of the line. Click on
the Long text button
at the top of the
Screen. Type the
Desired long text. To
return to the Overview

PM01 =
Internal.
PM03 =
External.
Long text
can be
added to
give further
information.

Training Manual: SAP Plant Maintenance

Work

Amount of work involved in


Performing the activity.

Un.

Unit for work.

No.

Number of the persons


required to carry out the

Operation.

Duration

Un.

The normal duration


Required to carry out the
activity.

Unit in which the normal


duration of the activity is
Expressed.

screen, click on the


Back button.
Enter the value
involved for the
Particular operation.
Enter the value
involved for the
Particular operation.
Enter the value
involved for the
Particular operation.
Enter the value involved
for the particular
operation.

Enter the value


involved for the
Particular operation.

If one of the lines of data needs to be deleted, highlight the line and click on the Delete
button;
Additional fields are visible in this view by scrolling to the right. Procedures for additional fields
are covered by selecting the button Internal (Internal Processing
Shift+F5) or External (External Processing Shift+F6).

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4. Create General Task List: Internal Processing Operation

Click on the Back


button to return to the screen, Create General Task List:
Operation Overview. Click on the selection box next to the operation that needs to be processed;
further click on the External processing button.
5. Create General Task List: External Processing Operation

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Additional information can be added to the task list in the same way that can be done with the PM
orders. Selecting various buttons attached to the operation enters the additional information.
Listed below are the various functions available:

: Material Components Overview

Components or material can be added to each operation by selecting this button.

: Relationship Overview

Relationships can be established between the operations.


Select a specific line item no. of a specific operation and then click on
Button to view the following screen as shown below:-

Select the specific package (or packages) for the operation (or operations) as shown in the above
screenshot.
Click on the Save

button to save the task list;

The system displays the following message.

The system task is now complete.

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Training Manual: SAP Plant Maintenance

1.5.2 Change General Maintenance Task List


Trigger: Perform this procedure when you need to do certain changes to an already created General
Maintenance Task List master data.
Access Transaction By:

Menu

Transaction code IA06


Procedure:
Start the transaction using the menu path or transaction code, as above.
Tips & Tricks:
By using the Copy Reference function from another general, equipment, or functional location task
list, you can create a new task list.
The PM System manages all maintenance task lists within a group as one unit. It is recommended that
you divide task lists into several smaller and more manageable groups. This reduces the volume of data
processed when the group is accessed and has a positive effect on the system response time.
1. Change General Task List: Initial Screen

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Enter the values in Group& Group counter fields (if there are more than one group counter for the
group selected) that you want to change, shown in screenshot as above.
Click on the Save

button to go to the next screen;

2. Change General Task List: Operation Overview

Now click on the

button to go to the screen shown as below.

3. Change General Task List: Header General View

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Here we have added the maintenance strategy field called PMPKG1 to the task list.
Now select the

button.

4. Change General Task List: Header General View

Here, in the above screen, we can find the maintenance package tab at the bottom left corner. Click
on the

button, to go to the next screen.

5. Change General Task List: Maintenance Package Overview

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Click on the Save

button to save the task list. The system displays the following message.

The system task is now complete.

1.5.3 Display General Maintenance Task List


Trigger: Perform this procedure when you need to view details in an already createdGeneral
Maintenance Task List master data.
Access Transaction By:
reventive Maintenance
Menu

Transaction code IA07


Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Display General Task List: Initial Screen

Enter the values in Group & Group counter fields in the screenshot as above; click on the Enter
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button to go to the next screen.


2. Display General Task List: Operation Overview

Click on the

button to go to the next screen.

3. Display General Task List: Maintenance Package Overview

The above screen displays the maintenance package attached to the task list, for all the operations.
Similarly you can display the components attached, by selecting any operation and clicking on the
button, and so on.
Similarly Header data, Operation data (Internal & External) and Task list data can be displayed by
clicking on the respective buttons.
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The system task is now complete.

1.5.4 Create Functional Location Task List


Trigger: Perform this procedure when you need to create a Functional Location Task List master data.
Access Transaction By:
Maintenance
Menu

Transaction code IA11


Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Create Functional Location Task List: Initial screen

Enter the value in Functional location from the drop down list for which you want to create the task
list, shown in screenshot as above.
Now click on the Enter

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button to go to the next screen.

Training Manual: SAP Plant Maintenance

2. Create Functional Location Task List: Header General View

Enter information in the fields shown in screenshot as above. Make use of the information
furnished in the table below, while entering details in the fields.
Note: In the table below, in column R/O/C, R=Required, O=Optional,C=Conditional
User Action and
Field Name
Description
R/O/C Values
Comments
Leave blank. System
A name for a group of one
will automatically
Group
or more task lists.
assign an internal
number.
Group counter. Identifies
Leave blank. System
Group
each task list that is a part
will automatically
counter
of the Group (1 in the
assign an internal
Screen shot above).
Number.
A long text
is available.
The text on
Descriptive name of the
A name that will
this screen
Task list
describe
description
Task list. This is a free text
The Task list.
is
(Bidhannagar Division
R
I).
field to enter a name for
transferred
The task list.
to the first
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line of the
long text
screen.
Planning
plant

Work center

Maintenance
plant

Usage

Status
Maintenance
strategy

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Plant in which maintenance


tasks are planned or
Prepared.
Key for identifying the Work
Center responsible for the
completion of the maintenance
task.
Number which identifies
the maintenance plant.
This is the plant that the
Work center belongs to.

Indicates the area(s) where


The task list can be used.

Key which identifies the


Indicates the processing
Status of the task list.
The maintenance strategy
that controls the sequence
of planned maintenance
Tasks.

Enter the work center.

Enter the number of


the maintenance
Plant.

Enter usage 4.

Enter a planner group


R

Enter status 4.

Enter a strategy.

Usage 4 will
limit the
usage to
only Plant
Maintenance
e.

Training Manual: SAP Plant Maintenance

Now choose

button to go to the next screen.

3. Create Functional Location Task List: Operation Overview

Enter information in the fields shown in screenshot as above. Make use of the
information furnished in the table below, while entering details in the fields.
Note: In the table below, in column R/O/C, R=Required, O=Optional,
C=Conditional.

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Field Name

Description

OpAc

Number of the operation or


Activity.

SOp

Sub-operation number.
Sub-operations are used to
allocate persons and
machines to an operation
for which several persons
or machines are needed at
The same time.

Work ctr

An organizational unit that


defines where and when
an operation should be
Carried out.
Maintenance plant is the

User Action and


R/O/C Values
The system supplies
R
These numbers.
For the sub-operation
line, change the
operation field to the
operation number in
O
which the subOperation refers.
Enter a sub-operation
Number.
Defaults from the
Main work center
R
entered on the
Header.

Comments

This function
will be
seldom
Used.

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Plnt

Ctrl

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place where the work will


be performed. In the
illustration above, the plant
number is the planning
plant.
Control key for the
operation that determines
which business
transactions should be
Executed for the operation.
For example scheduling or
Costing.

Description

Short text of the operation.

LT

Indicator that a long text


Exists for this operation.

Will default from the


planning plant on the
Header data screen.

Accept or modify the


Default.

Enter a description of
the operation to be
Performed. Long text
can be added to give
further information
To enter a long text,
press the <Enter> key
at this time so that the
system will accept the
entries made up to
this point. Highlight
the line you are
working on by clicking
on the blank box at
the extreme left end
Of the line. Click on
the Long text button
at the top of the
Screen. Type the
Desired long text. To
return to the
Overview screen,
click on the Back
Button.

The value
will usually
be PM01.

Training Manual: SAP Plant Maintenance

If one of the lines of data needs to be deleted, highlight the line and click on the
Delete

button.

Now select the Operation 0010 and click on the

button.

4. Create Functional Location Task List: Internal Processing Operation

Now revert back by clicking Enter


button to go to the Create Functional Location
Task list: Operation Overview screen.
Select the Operation 0020 and choose

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button.

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5. Create Functional Location Task List: External Processing Operation

Click on the Save


message.

button to save the task list; the system displays the following

The system task is now complete.

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1.5.5 Change Functional Location Task List


Trigger: Perform this procedure when you need to do certain changes to an already created
Functional Location Task List master data.
Access Transaction By:

Menu
Location

Transaction code

IA12

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Change Functional Location Task List: Initial Screen

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Enter information in the fields shown in screenshot as above. Make use of the information
furnished in the table below, while entering details in the fields.
Note: In the table below, in column R/O/C, R=Required,
O=Optional,C=Conditional

Field Name

Group

Profile

Change
number

Key date

Description

A task list group combines


one or more task lists
according to their logical
Features.

Default values and settings


for routings or standard
Networks. Use profiles to
predefine fields such as
plant, purchasing section,
Or unit of measure.
Number identifying the
Engineering Change
Management master
Record.
Date on which the task list
is to be edited or created
For use.

Click on the Enter

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User Action and


R/O/C Values
If you are creating a
new group, enter a
New group name. If
you are adding a
counter to an existing
group, select the
R
group name from the
Drop down list. If you
are adding a task to a
task list that is already
in the system, select
the group name from
The drop down list.

NA

Enter a profile, if
Needed.

Not used at this time.


The system will
default the current
Date.

button, to continue to the next screen.

Comments

If you are
creating a
new group,
the data
fields on the
screens will
be blank.

Training Manual: SAP Plant Maintenance

Now select the

tab to go to the next screen.

2. Change Functional Location Task List: Header General View

Now click the

tab to go to the next screen.

3. Change Functional Location Task List: Operation Overview

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Select the Operation 0010 and click on the

button.

4. Task List for Functional Location Change: Component Overview

Enter the values in Material (from drop down list), Quantity and the Unit fields as shown in the above
screen.
Now select the

tab.

5. Task List for Functional Location Change: Task List Overview

Click on the Save

button to save the task list; the system displays the following message.

The system task is now complete.


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1.5.6 Display Functional Location Task List


Trigger: Perform this procedure when you need to view details in an already created Functional
Location Task List master data.
Access Transaction By:

Menu

Transaction code IA13


Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Display Functional Location Task List: Initial Screen

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Select the Functional location that you want to display from the drop down list; click on the
Enter

button to go to the next screen.

2. Display Functional Location Task List: Operation Overview

Select the Operation 0010 (line item 1) and click on the


tab to display the
material components assigned to the operation as shown in the following screen.

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3. Task List for Functional Location Display: Component Overview

Now click on the

button to view the header details.

4. Display Functional Location Task List: Header General View

Select the

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tab.

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5. Display Functional Location Task List: Task List Overview

The system task is now complete.

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1.5.7 Create Equipment Task List


Trigger: Perform this procedure when you need to create an Equipment Task List master data.
Access Transaction By:
Menu
Transaction code

IA01

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Create Equipment Task List: Initial Screen

Enter the value in Equipment field that you want to display from the drop down list; click on the
Enter

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button to go to the next screen.

Training Manual: SAP Plant Maintenance

2. Create Equipment Task List: Header General View

Enter information in the fields shown in screenshot as above. Make use of the information
furnished in the table below, while entering details in the fields.
Note: In the table below, in column R/O/C, R=Required, O=Optional,
C=Conditional
Fields

Description

Group

A name for a group of one


or more task lists.

Group
counter

Group counter. Identifies


each task list that is a part
of the Group (1 in the
Screen shot above).

Task list
description
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Descriptive name of the


Task list. This is a free text
field to enter a name for
The task list.

R/O/C

User Action and


Values
Leave blank. System
will automatically
assign an internal
Number.
Leave blank. System
will automatically
assign an internal
Number.

A name to describe
The Task list.

Comments

A long text
is available.
The text on
this screen
is
transferred

Training Manual: SAP Plant Maintenance

to the first
line of the
long text
screen.

Planning
plant

Work center

Maintenance
plant

Usage

Status

Maintenance
strategy

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Plant in which
maintenance tasks are
Planned or prepared.
Key for identifying the
work center responsible
for the completion of the
Maintenance tasks.
Number which identifies
The maintenance plant.
This is the plant that the
Work center belongs to.
Indicates the area(s)
where the task list can be
Used.
Key which identifies the
Indicates the processing
Status of the task list.
Condition of the
The maintenance strategy
that controls the sequence
of planned maintenance
Tasks.

BS01

Enter the work center.


MAINT

Enter the number of


the maintenance
plant. (CH01)

Enter usage 4.

Enter a planner group


R

Enter status 4.

Enter a strategy.

Usage 4 will
limit the
usage to
only Plant
Maintenanc
e.

Training Manual: SAP Plant Maintenance

Now select the

tab.

3. Create Equipment Task List: Task List Overview

All the values are popped up from the earlier screen (Header details) as shown above.
Now click on the

tab.

4. Create Equipment Task List Operation Overview

Enter information in the fields shown in screenshot as above. Make use of the information furnished in
the table below, while entering details in the fields.

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Note: In the table below, in column R/O/C, R=Required, O=Optional,C=Conditional


User Action and
Field Name
Description
R/O/C Values
Comments
Number of the operation or
The system supplies
OpAc
R
Activity.
These numbers.
For the sub-operation
Sub-operation number.
line, change the
Sub-operations are used to
operation field to the
This function
allocate persons and
operation number in
will be
SOp
machines to an operation
O
which the subseldom

Training Manual: SAP Plant Maintenance

for which several persons


or machines are needed at
The same time.

Work ctr

Plnt

Ctrl

An organizational unit that


defines where and when an
operation should be carried
Out.
Maintenance plant is the
place where the work will
Be performed. In the
illustration above, the plant
number is the planning
Plant.
Control key for the
operation that determines
which business
transactions should be
Executed for the operation.
For example scheduling or
Costing.

Operation refers.
Enter a sub-operation
Number.
Defaults from the
Main work center
entered on the
Header.

Will default from the


planning plant on the
Header data screen.

Accept or modify the


Default.

Description

Short text of the operation.

LT

Indicator that a long text


exists for this operation.

Used.

The value
will usually
Be PM01.

Enter a description of
the operation to be
Performed. Long text
can be added to give
further information
To enter a long text,
press the <Enter> key
at this time so that the
system will accept the
entries made up to
this point. Highlight
the line you are
working on by clicking
on the blank box at
the extreme left end
Of the line. Click on the Long
text button at the top of the
screen. Type the desired long
text. To return to the Overview
screen, click on the Back
button.

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If one of the lines of data needs to be deleted, highlight the line and click on the Delete

button.

Additional fields are visible in this view by scrolling to the right. Procedures for additional fields are
covered by selecting the buttons Internal (Internal Processing Shift+F5) or External (External
Processing Shift+F6).
5. Create Equipment Task List: Internal Processing Operation

Enter information in the fields shown in screenshot as above. Make use of the information furnished in
the table below, while entering details in the fields.
Note: In the table below, in column R/O/C, R=Required, O=Optional,
C=Conditional

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Field
Name

Description

Operations/
Sub-op

Number of the operation


And sub-operation.

Std text
key

Standard Text Key


identifies a text that is
frequently used to
describe certain

R/O/C

User Action and


Values

Select a standard text


key, if needed

Comments
Should default in
from the previous
Screen.

Training Manual: SAP Plant Maintenance

processes, for example


Turning or milling.

Short Text

Work
center

Plnt

Control key
(Ctrl)

Assembly

System
condition

Execution
factor
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Short text of the


Operation.
An organizational unit
that defines where and
when an operation
Should be carried out.
Maintenance plant is
the place where the
Work will be performed.
In the illustration above,
the plant number is the
Planning plant.
Control key for the
operation that
determines which
business transactions
should be executed for
the operation, for
example scheduling or
Costing.
Part of a piece of
Equipment. Equipment
can be sub-divided into
Assemblies. This field
can identify the task list
as being particular
assembly or
Construction type.
Condition of the
equipment or functional
location at the time the
maintenance / service
tasks must be
performed
Execution factor or the
number of times the
operation should be
carried out during

Enter a short text if not


done in overview. A
long text can be added
by selecting the long
text button.

Defaults from the main


work center entered on
The header data screen.

Defaults from the plant


entered on the header
Data screen.

Defaults from the


operation overview
Screen.

Enter the material


number or equipment
number or select the
hierarchy button to
Choose the assembly.

Enter the system


Condition.

Enter if more than one.

Will default in if
entered on the
header data
Screen.

Training Manual: SAP Plant Maintenance

Fix.
Operation
qty (LFExt)

Processing.
Specifies whether the
cost for externally
processed operation is
to be calculated with or
without regard to lot
Size.

Check box as required.

If selected, the
system will not
take the
execution factor
into account.

Work

Amount of total work


Required for the activity.

Enter the total work of


the operation

If the calculation
key is set to
determine the
work duration,
Leave blank.

Un

Unit of measure for the


Work.

Enter unit of measure.


(May default based on
Profile).

Usually H
(Hours) is used.

Number

Number of capacities or
persons to perform the
Operation.

Enter the number of


Persons, or leave blank.

Enter the duration of the


operation

Enter unit of measure.


(May default based on
Profile).

Actual duration of the


Normal

Operation. Normally

duration

based on the number of

Persons.
Un

Activity
type

Pct

Calculation
key (Calc)
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Unit of measure for the


work duration

Activity type or internal


cost rate for the
Operation.

Indicates what
percentage of work
should be used for the
calculations
Calculation key for
duration, number of
people or operation

Defaults from the work


Center. Can be changed
if needed. Not the
same as PM
maintenance activity
type.

Enter percentage factor


if needed.

May default based on


profile

If the calculation
key is set to
determine the
number of
capacities, leave
blank
If the calculation
key is set to
determine the
duration, leave
Blank.
Usually H
(Hours) is used.
Activity types are
set up in the CO
(Controlling) area
and need to be
valid in the period
and cost center
used before it
Can be used.
The system will
use 100% unless
indicated
Otherwise.

Training Manual: SAP Plant Maintenance

Int. dist.
key

duration
Formula for distribution
of capacity
Requirements.

Enter or select from list.

Click on the Back


button to return to the screen, Create Equipment Task List:
Operation Overview. Click on the Selection box which is next to the operations that needs
to be processed. Now click on the External processing button.
6. Create Equipment Task List: External Processing Operation

Enter information in the fields shown in screenshot as above. Make use of the information
furnished in the table below, while entering details in the fields.
Note: In the table below, in column R/O/C, R=Required, O=Optional,C=Conditional

Field Name

Description

Operation/
Sub-op

Number of the operation


And sub-operation.
The standard text key

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User Action and


R/O/C Values

Comments
Should
already be
entered from
the overview
Screen.

Training Manual: SAP Plant Maintenance

Std text key

Short Text

Work center

Plnt

Control key
(Ctrl)

Assembly

System
Condition
(C)

Execution
factor (Fct)
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identifies a text that is


frequently used to describe
certain processes, for
Example turning or milling.

Short text of the operation.

An organizational unit that


defines where and when an
operation should be carried
Out.
Maintenance plant is the
place where the work will
be performed. In the
illustration above, the plant
number is the planning
Plant.
Control key for the
operation, which
determines the business
transactions that should be
executed for the operation,
for example scheduling or
Costing.
Part of a piece of
Equipment. Equipment can
be sub-divided into
Assemblies. This field can
identify the task list as
being for a particular
assembly or construction
type.
Condition of the equipment
or functional location at the
time the
maintenance/service tasks
Must be performed.
Execution factor or the
number of times the
operation should be carried

Select a standard text


Key, if needed.
Long text can
also be
added with
Shift+F4 or
selecting
Button.

Defaults from the


main work center
entered on the header
Data screen.

Defaults from the


plant entered on the
Header data screen.

Defaults from the


operation overview
Screen.

Enter the material


number or equipment
number, or select the
hierarchy button to
Choose the assembly.

Enter the system


Condition.

Enter if more than


One.

Will default in
if entered on
the header
Data screen.

Training Manual: SAP Plant Maintenance

Out.
Fix.
Operation
qty (LFExt)

Specifies whether the cost


for externally processed
operation is to be
calculated with or without
Regard to lot size.

External
processing

Section heading

PurchOrd
Quant.
Order
quantity unit

Net price

Curr.
Per
Plnddely
time

Cost
element

Quantity of the activity to


be ordered for external
Processing.
Purchase order quantity
unit of measure for external
Processing.

Check box as
Required.

Enter the number


Needed.

Enter the unit of


Measure.

The net price for the


external operation after
taking into accounts the
Discounts and surcharges.

Enter a gross price.


After conditions are
maintained for the

Currency

item, the net price can


Be calculated.
Change only if
Needed.

Specifies how many units


the purchase price is valid
For.
Number of calendar days
needed to obtain the
External service.

Cost element to be used for


posting the cost for the
External operation.

Enter if different than


One.

Enter if a factor in
Scheduling.

Enter for external


Process.

If selected,
the system
will not take
the execution
factor into
Account.

The price will


be calculated
by the system
based on the
purchasing
info record.
Will default.
EUR

Cost
elements are
set up in the
CO
(Controlling)
area and
need to be
valid in the
period and
cost center

before they
can be used.
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Material
group (Matl
group)

Material group to be used


for the external operation
For analysis purposes.

Reference
options

Section heading

Enter for external


Process.

Purchasing group
responsible for the external
Operation.

Vendor

Vendor who supplies the


external operation.

Enter if vendor is
known.

Purchasing
Org. (Porg)

Purchasing organization
responsible for the external
Operation.

Enter purchasing
Organization.

Outline
agrmnt
(Purch doc.)

Purchasing document
number for the outline
Agreement.

Enter outline
Agreement.

Outline
agrmnt item
(Item)

Unique number or line item


in the purchasing
Document.

Enter outline
Agreement item.

Enter an additional
Sort if needed.

Purch.
Group (PGr)

Sort string
Info record

Sort string to sub-divide the


Material group if needed.
Purchasing info record
used for procuring the
Service from the vendor.

Enter for external


Process.

Enter if known.

Material
groups are
set up in the
MM
(Materials
Management)
Area.

Purchasing
groups are
set up in the
MM
(Materials
Management)
Area.
Vendors are
set up in the
MM area.
Purchasing
Organizations
are set up in
the MM area.
Outline
Agreements
are set up in
the MM area.
Outline
Agreement
items are set
up in the MM
Area.

Info records
are set up in
The MM area.

Additional information can be added to the task list in the same way it can be done with the PM
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orders. Selecting various buttons attached to the operation enters the additional information.
Click on the Save

button to save the task list; the system displays the following message.

The system task is now complete.

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1.5.8 Change Equipment Task List


Trigger: Perform this procedure when you need to do certain changes to an already created
Equipment Task List.
Access Transaction By:

Menu
Change
Transaction code

IA02

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Change Equipment Task List: Initial Screen

Enter the value in Equipment field shown in the screenshot as above; click on the Enter
Button to go to the next screen.

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2. Change Equipment Task List: Operation Overview

Now choose the

tab to go to the next screen.

3. Change Equipment Task List: Maintenance Package Overview

In the above screen, assign the operations to the maintenance packages by clicking the check boxes
as shown above.

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Now select Save


button to save the changes made to the Equipment task list.
The system displays the following message.

The system task is now complete.

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1.5.9 Display Equipment Task List


Trigger: Perform this procedure when you need to do view details in an already created
Equipment Task List master data.
Access Transaction By:

Menu
Display
Transaction code

IA03

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Display Equipment Task List: Initial Screen

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Enter the value in Equipment field shown in the screenshot as above; click on the
Enter

button to go to the next screen.

2. Display Equipment Task List: Operation Overview

Now choose the

tab to go to the next screen.

3. Display Equipment Task List: Maintenance Package Overview

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The maintenance package is displayed shown in the screenshot as above.

The system task is now complete.

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Characteristic & Class


Information:
Characteristic: In SAP, the term characteristic is used to describe the properties of objects.
Characteristics are created centrally in the SAP R/3 System (e.g. head in meters of a pump,
delivery pressure in PSI of a compressor unit, etc.).
Class: The Classification system allows using characteristics, to describe all types of objects and
to group similar objects in classes to classify objects. Classes will then be used to help user to find
objects more easily, using the characteristics defined in them as search criteria. This ensures that
user can find objects with similar or identical characteristics as quickly as possible. The
classification system allows classifying all types of object.

1.6.1 Create Characteristic


Trigger: Perform this procedure when you need to do create a Characteristic.
Access Transaction By:

Menu
Characteristics
Transaction code CT04
Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Characteristics

Enter the value in Characteristic& Valid from fields, as shown above. Then, click on the

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Create

button to create the new characteristic, as shown above.

Now the system will go to the next screen as follows:


2. Create Characteristic

A new screen is displayed as shown above.

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3. Create Characteristic

Enter the details in fields shown in screenshot as below:


Click on the Save
message.

button to save the characteristic; the system displays the following

The system task is now complete.

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1.6.2 Create Class


Trigger: Perform this procedure when you need to do create a Class.
Access Transaction By:

Menu
Classes
Transaction code CL02
Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Class

Enter the value in Class & Valid from fields, as shown above.
Then, click on the Create

button to create the new class, as shown above.

Now the system will go to the next screen as follows:

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2. Create Class

A new screen is displayed as shown above.


3. Create Class

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Enter the details in fields shown in screenshot as above. Now select the

tab.

4. Create Class

Enter the value in Char field from the drop down menu (in this case, Attribute), as shown
above.
Click on the Enter

button.

Likewise, you can assign more than one characteristic for a class, by using the drop down list (for
example, hour meter reading, power production, temperature, etc.).
Now click on the Save

button to save the class. The system displays the following message.

The system task is now complete.

Training Manual: SAP Plant Maintenance

Measuring Point & Measuring Point as a Counter


Information: Measurement Points / Counters are created for functional locations /equipment
and assigned to their master data. Each and every operational parameter
(e.g. pressure, temp, flow, hours run, km run, etc.) Measured at various time intervals for a
measuring point assigned to a technical object shall be entered in the system. For each and every
measurement entry, system generates a measurement document along with reference time, date,
person entered, etc., which can be used as a record at any point of time.
1.7.1 Create Measuring Point
Trigger: Perform this procedure when you need to do create a Measuring Point.
Access Transaction By:
Menu
Transaction code

IK01

Procedure:
Start the transaction using the menu path or transaction code, as above.
Note: The measuring point needs to be created as a master data prior to creating the
measurement document.

1. Create Measuring Point: Initial Screen


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Select the MeasPtCategory & MeasPointObject values from the drop down list as shown
above. In this case, the measuring point is created for the equipment.
2. Create Measuring Point: Initial Screen

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Enter the value in Equipment field by selecting from the drop down list, for which the
measuring point has to be created, as shown above:
Click on the Enter

button, to go to the next screen.

3. Create Measuring Point: General Data

Enter details in fields shown in screenshot as shown above.


Note: The measurement document number is assigned internally by the system. The
characteristic unit and the decimal places are automatically proposed by the system when the
value in Characteristic was entered.
Now click on the Details

4. Additional Data
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button, to go to the next screen shown as above.

Training Manual: SAP Plant Maintenance

A new screen is displayed shown as above. Enter the Upper range limit & Lower range limit
in the fields shown in screenshot as below:

Now click on the Save

button.

The system displays the following message.

The system task is now complete.

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1.7.2 Create Measuring Point as a Counter


Trigger: Perform this procedure when you need to do create a Measuring Point Counter.
Access Transaction By:
Menu
Transaction code

IK01

Procedure:
Start the transaction using the menu path or transaction code, as above.
Note: As a prerequisite, the measuring point counter needs to be created as a master data, before
creating the measurement document.
1. Create Measuring Point: Initial Screen

Select the MeasPtCategory & MeasPointObject from the drop down list. In addition to the
above, activate the Check box
button in MeasPoint is Counter field.
In this case, the measuring point is created for the equipment. Hence, enter the equipment
number from the drop down list, for which the measuring point has to be created, as shown
above.
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Click on the Enter

button, to go to the next screen.

2. Create Measuring Point: General Data

Enter details in fields shown in screenshot as shown below:


Note: The measurement document numbers assigned internally by the system. The
characteristic unit and the decimal places are automatically proposed by the system based on the
characteristic entered. The screen fields are different for a counter based measuring point.
Now click on the Save

button. The system displays the following message.

The system task is now complete.

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Maintenance Plans
Information: Maintenance plan is the fourth and last major step in the maintenance planning
cycle.
The four steps involved in setting up a maintenance plan are illustrated as below:
The use of maintenance plan contributes to the efficiency of the maintenance department.
Maintenance plans contain maintenance and/or inspection tasks to be performed on maintenance
objects. The dates and scope of the tasks are also defined in the maintenance plan.
In SAP, there are 03 types of maintenance plans available:

Single Cycle Plan (Time or Performance based)


Strategy Based Plan (Time or Performance based)

A maintenance plan is created to plan and schedule preventive maintenance. The purpose of
preventive maintenance is to ensure a high availability of equipment in the long term. The system
generates maintenance call objects during the scheduling process. Once the maintenance plan has
been scheduled, it calculates planned dates
(Calls), which will eventually be generated into the call-object (e.g. a maintenance order). The
frequency of these calls is determined by the single cycle specified in the plan. The tasks to be
performed in these maintenance orders are specified in the task list. The object to be worked on
is specified in the maintenance item.
A single cycle plan is used as opposed to a strategy-based plan, for a simple and quick way to use
preventive or inspection plans, where maintenance is performed on the same single frequency. A
single-cycle plan only permits one cycle/ frequency, whereas a strategy-based plan permits
multiple frequencies. The cycle or frequency of a single cycle plan will vary and is based on
either time or performance. If a simple preventive maintenance plan is desired and one
maintenance cycle is sufficient, then a single cycle plan is created.
The single cycle plan is either based on time or performance, depending on the requirements of
the maintenance object. In contrast to strategy based plans, no maintenance strategies are defined
or assigned for a single cycle plan. The scheduling parameters are maintained directly in the
single cycle plan. All operations in the allocated task list will be performed at the same frequency
in the single cycle plan.
The single cycle plan also includes one or more maintenance items. The maintenance item
contains the task list (list of operations or events) and the maintenance object (functional location
or equipment). It is very important to note that maintenance item(s) (and the task lists linked in
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them) do not refer to a maintenance strategy. The maintenance item is assigned a unique number
and entered in the single cycle plan.
Maintenance plans cannot be scheduled without the selection of a maintenance items from the
database.
After scheduling the maintenance plan, the system will automatically generate call objects
(orders or notifications) based on the scheduling parameters in the maintenance plan.
The various parameters which decide scheduling a maintenance plan described below:

Cycle/Unit: The maintenance cycle defines the interval after which a maintenance task becomes
due.
For a time based or performance based cycle, the maintenance intervals are derived from the
preventive maintenance package entered in the maintenance strategy.
Example: Time-based
A task is to be performed every 3 months. The cycle is therefore 3 months.
Example: Performance based
A task is to be performed every 1000 hours. The cycle is therefore 1000 hours.
Cycle Text: You can use this text to describe a preventive maintenance cycle.

Within a maintenance strategy you can set out the description for a preventive maintenance
package.

Example:
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Monthly
Every 100 kilometers

Offset/Unit: The offset of a preventive maintenance package or maintenance cycle determines the
time after which a maintenance package first becomes due.

You must enter an offset when the first time a maintenance package is to be
performed does not correspond with the cycle length.
In the case of multiple counter plans or maintenance cycles, you can use the offset to
perform a maintenance package once only, by maintaining the offset.

Example:

Cycle length of maintenance package: every two years First


time due (offset): after three years

Counter: Key identifying the measuring point.


Dependency: This key is assigned internally by the system when you create the measuring point.
Cycle start: Start date for calculating planned and call dates.
Call horizon: Determines when a maintenance call object (for example, a maintenance order)
should be generated for a waiting maintenance call.
Scheduling period: Determines the period of time, for which the system generates planned or
call dates during scheduling.
Shift factors: The shift factors for early/delayed confirmation of a maintenance task define what
percentage of the shift should be considered for the next date.
Tolerances for shift factors: The tolerances for early/delayed confirmation define the time
period, for which positive or negative differences between actual and planned dates do not affect
subsequent scheduling.
Factory calendar: For the single cycle plan, the factory calendar for the planning plant is copied
into the scheduling parameters as a default value. It can be changed for each single cycle plan.
Scheduling indicator: Specifies the type of time based scheduling involved.

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Time = Dates are calculated in calendar days.


Time key based = Dates are calculated from the cycle start always for the respective key
date.
Time factory calendar = Dates are calculated in workdays.

Training Manual: SAP Plant Maintenance

When you create a single cycle plan, the cycle is assigned, that is, the period until each planned
date. Orders are generated based on the planned date. However, the actual call date - the time
when the order is, in fact, generated, can differ from the planned date.
The cycle start defines the date from which the calculation of the planned dates should begin.
The scheduling period is one of the scheduling parameters in the maintenance plan.
The scheduling period specifies the period for which planned dates should be calculated in
advance.
The scheduling period can be used for time-based and performance-based preventive
maintenance.
The call horizon scheduling parameter is used to define when the order is actually generated
compared to the planned date.
This detailed control of order generation enables you to make a preliminary run of planning the
order before the planned date. The due maintenance task can thereby be performed and
completed punctually on the planned date.
The call horizon is specified as a percentage of the cycle: 100% means that the order is
generated exactly on the planned date. 0% would mean that the order is generated when the
maintenance plan is started.
For a call horizon of 90% and a cycle of 3 months (= 90 days), the call - the generation of the
order - would therefore occur after 81 days (= 90% of 90 days).
Important note: Specifying the call horizon is not sufficient for the order to be generated, the
maintenance plan must be scheduled for this.
The shift factor enables you to react to an early or late completion of a call object. If the shift
factor is 100%, the difference (delay/time ahead of schedule) will be added in full to the
completion date to determine the new planned date.
If confirmation requirement check box is activated, the system only generates the next
call object once the previous call object has been confirmed (Technically Completed).
This has the following effect:

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The next order is only created once the previous order has been technically completed.

Training Manual: SAP Plant Maintenance

1.8.1 Create Single Cycle Maintenance Plan (Time Based)


Trigger: Perform this procedure when you need to do create a Single Cycle Maintenance Plan
(Time Based).
Access Transaction By:

Menu

Transaction code

Single Cycle Plan


IP41

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Create Maintenance Plan: Initial

Enter the field shown in screenshot as above; Click on the Enter


screen.

button to go to the next

2. Create Maintenance Plan: Single Cycle Plan (Maintenance Plan Cycle Data)

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Enter details shown in screenshot as above; scroll down to view the rest of the screen.
3. Create Maintenance Plan: Single Cycle Plan (Maintenance Item Data)

Enter details in fields shown in screenshot as above.


Click on

button to go the next tab.

4. Create Maintenance Plan: Single Cycle Plan (Maintenance Plan Scheduling Parameters)
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Enter details in fields shown in screenshot as above.


Click on

tab to go the next tab.

5. Create Maintenance Plan: Single Cycle Plan (Maintenance Plan Additional Data)

Enter details in fields shown in screenshot as above.


Note: Now, a maintenance plan for single equipment has been defined. If there is a need for
more equipment, which is similar in construction, and has similar maintenance cycle/periodicity,
then it is possible to define the same within this maintenance plan.
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To do that, click on the add more items


shown in screenshot below:

button to add more items (i.e. equipments), as

6. Create Maintenance Plan: Single Cycle Plan (Create More Items)

Enter details in fields shown in screenshot as above.


Note: In order to ensure that the details defined were correct while creating this maintenance
plan, it is a good practice to double check all the details entered in all the fields.
Now click on the Save

button. The system displays the following message.

The system task is now complete.

1.8.2 Create Strategy Plan (Time or Performance Based)

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Trigger: Perform this procedure when you need to do create a Strategy based Maintenance Plan
(Time or Performance Based).
Access Transaction By:

Menu

Transaction code

Strategy Plan
IP42

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Create Maintenance Plan: Initial

Enter the value in Maint. Plan Cat. & Strategy fields, shown in screenshot as above.
Click on the Enter
button, to go to the next screen.

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2. Create Maintenance Plan: Strategy Plan

System displays a new screen shown as above.


3. Create Maintenance Plan: Strategy Plan

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Enter the detail in Maintenance plan &Equipment fields shown in screenshot as shown
above. Entry in these fields is mandatory. Click on the Enter
button, to go to the next
screen.
4. Create Maintenance Plan: Strategy Plan

Enter the value in Order Type field;


5. Create Maintenance Plan: Strategy Plan

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Enter the value in Typ, Task LstGrp & GrpCr fields by clicking on the Select Task
List
button. (Note that, the task list that you select from the system should have same
strategy that was entered in the maintenance plan).
6. Create Maintenance Plan: Strategy Plan

The maintenance plan cycles proposed by the system based on the strategy that was selected for
the maintenance plan is now displayed shown in screenshot as above.
Click on

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button, to go the next tab.

Training Manual: SAP Plant Maintenance

7. Create Maintenance Plan: Strategy Plan (Maintenance Plan Scheduling


Parameters)

Enter details in fields shown in screenshot as above.


Click on

tab to go the next tab.

8. Create Maintenance Plan: Strategy Plan (Maintenance Plan Additional Data)

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Enter details in fields shown in screenshot as above.


To do that, click on Create More Items
button to add more maintenance items (i.e.
equipments), as shown in screenshot below, otherwise leave this step.

Note: In order to ensure that the details defined were correct while creating this maintenance
plan, it is a good practice to double check all the details entered in all the fields.
Now click on the Save

button. The system displays the following message.

The system task is now complete.

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1.8.3 Schedule Maintenance Plan


Trigger: Perform this procedure when you need to do Schedule a Maintenance Plan.
Access Transaction By:

Menu
Transaction code IP10
Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Schedule Maintenance Plan: Initial

Enter the value in Maintenance plan field that you want to schedule, shown in screenshot as
above. Click on the Enter

button.

2. Schedule Maintenance Plan: Single Cycle Plan

Click on the
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button. System pops up a new screen as follows:

Training Manual: SAP Plant Maintenance

Enter the desired Start of Cycle value for the maintenance plan. Click on the button.

System displays the list of dates (both call dates & planned dates) for the maintenance plan based
on the scheduling parameters that was defined in the maintenance plan.

Call Date = Date on which the system will generate a call object (in this case,
maintenance order).
Planned Date = Date on which the maintenance order has to be executed.

Now click on the Save

button. The system displays the following message.

The system task is now complete.


1.8.4 Schedule Overview List: Maintenance Plans
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Trigger: Perform this procedure when you need to view the Maintenance Plan Schedule in
detail.
Access Transaction By:

Menu
Display
Transaction code

IP24

Procedure:
Start the transaction using the menu path or transaction code, as above.
1. Scheduling Overview List Form: Selection Criteria

For example, enter the maintenance plan category so that the system displays the schedule list
based on the search criterion shown in screenshot as above.
Click on the Execute

button, to go to the next screen.

2. Scheduling Overview List Form: Maintenance Scheduling Overview List

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The above list displays all details related to the maintenance plan, including the maintenance
order number and its planned date, etc., for equipment.

3. Scheduling Overview List Form: Maintenance Scheduling Overview List

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Further display of details on each maintenance order is possible.


To do this, select the Order number that you want to display in detail and click on the
Button or double-click on the Order number, shown in screenshot as
4. Display Order ____: Central Header

The details related to the relevant order are displayed, shown in screenshot as above.

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The system task is now complete.

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