PM

Master Data 2

Course Objective
Understand the concepts of
Bills Of Material (BOM)
Work Center
Task List
Above tasks are divided in to three parts
from Part 1 to Part 3

Part 1 BOM Course titles

Bill of Material
Equipment BOM

Functional Location BOM

Material BOM

BOM Course Objectives

Describe the concepts
and criteria for:
Functional Location BOM
Equipment BOM
Material BOM

Understand BOM usage

for the planning of
maintenance activities

Bill of Materials
A Bill of Material (BOM) is a
structured list of components
that make up an object.
A BOM is used to represent the
structure of an object during
spare part planning.

Assignment of Bill of Material

Two ways of assigning BOM to a technical
object are:
Direct assignment or
Indirect assignment
Direct assignment is done through the
creation of an Equipment or Functional
location BOM. The BOM is created
specifically for that technical object.
Indirect assignment is done through the
creation of a Material BOM that is entered
into the Construction type field in the
technical object record.

Part 1 Course titles

Bill of Material

Equipment BOM
Functional Location BOM

Material BOM

Equipment BOM
Direct assignment of the bill of materials
to the equipment record.
List of components (stock and nonstock) that are regularly used during the
maintenance of the equipment.
Will be created when:
A new equipment record is created.
An existing equipment record
requires a spare parts list.

Creating Equipment BOM

The BOM is created with reference
to an individual piece of equipment.
Components are specific for the
individual piece of equipment.
Enables material planning in
maintenance orders and task lists to
be performed more effectively.
Multiple BOM for an equipment can
be created.

Maintaining Equipment BOM

Updating equipment BOM ensure data integrity
Equipment BOM are changed when:
Additional component required
Existing component needs to be removed
or substituted or quantities changed
BOM header description needs to be
changed
Equipment BOM are deleted when:
Equipment master record flagged for
deletion

Part 1 Course titles

Bill of Material

Equipment BOM

Functional Location
BOM
Material BOM

Functional Location BOM

Direct assignment of the bill of materials to
the functional location.
List of components (stock and non-stock) that
are regularly used during the maintenance of
the functional location.
A functional location BOM is used in the
following situations:
When identical equipments are installed.
Where common spares used for more
than one equipment (Coupling used by
motor and gearbox).

Creating Functional Location

BOM
The BOM is created with reference to an
individual functional location.
Components are specific for the individual
functional location or equipment installed at
the location.
Enables material planning in maintenance
orders and task lists to be performed more
effectively.
A functional location BOM can contain
material BOM.

Maintaining Functional Location

BOM
Functional location BOM are changed when:
New component required
Existing component needs to be removed or
substituted or quantities changed
Functional location BOM are deleted when:
Functional location master record flagged for
deletion
Functional location BOM created incorrectly
Updating functional location BOM ensures that
accurate information is available for planning

Part 1 Course titles

Bill of Material

Equipment BOM

Functional Location BOM

Material BOM

Material BOM
A material BOM is created with a direct link
to a material master record.
Contains a list of stock or non-stock
components
Can be used by multiple technical objects.
A material BOM is used in the following
situations:
For assemblies
For identical equipment that have a
material number.

Material BOM cont..

Enables material planning in
maintenance orders and task
lists to be performed more
effectively.
A material BOM can contain
other material BOM.
Can be created with reference
to another material BOM.

Transaction code tips

IB01 Create Equipment BOM
IB02 Change Equipment BOM
IE02 Link Material BOM to Equipment
IB11 Create Functional Location BOM
IB12 Change Functional Location
BOM
MMP1 Create PM Assembly
CS01 Create Material BOM
CS02 Change Material BOM

Part 2 Work center Course titles

Work center over view
Work center Maintenance

Work center hierarchy

Course Objectives Work

Centers
Discuss the concepts of work
centers
Understand the different work
center categories and its
usage.
Discuss the concepts of a work
center hierarchy
Create and manage work
centers

Work Centers
A labor work center is a grouping
of craftsmen that perform
maintenance work.
A work center can also represent
a piece of equipment used in
maintenance operations
The work center is used to plan
maintenance activities in task
lists and maintenance orders.

Work Centers Data

Default values maintained in the work
center data are copied to the PM
order.
Costing information used to determine
the activity cost.
Capacity details are used to schedule
the operation.
Operation can be scheduled using
scheduling information

Part 2 Work center Course titles

Work center over view

Work center
Maintenance
Work center hierarchy

Creating Maintenance Work

Centers
When creating a work center, the work
center category must be specified.
Work center can be created by
copying from existing work center.
The information from the existing work
center is copied into the new work
center and can be changed as
required.
Work center can be renamed

Main Work Center

A main work center will be used
in the main work center field for
the following objects:
Task lists
Maintenance orders
Maintenance notifications
Equipment
Functional locations
Used within capacity evaluation
to aggregate operational work
centers.

PM Machine Work Center

Represent fixed machines and
fleet objects that need to be
scheduled and costed in
maintenance orders.
PM Machine work centers are
used to assign against
operations in maintenance
task lists and orders.
Used within capacity
evaluation.

Work Center Capacity

The capacity of a work center is the total number of hours
per day a work center can perform maintenance activities.
Commonly used three work center capacity categories
are:
001 Machines
002 Labor
022 Pooled capacity
For categories 001 & 002 the capacity is defined within the
work center.
Pooled capacity is created outside the work center and
assigned to the work center.

Pooled Capacity
Allows you to assign multi-skilled
technicians to more than one work
center.
The capacity of the multi-skilled
technicians is created as a pooled
capacity separate to the work
centers.
The pooled capacity is then allocated
to all relevant work centers.
When maintenance activities are
assigned to the work centers the
pool capacity is used in capacity
evaluation and leveling reports.
If a change is made to the pool
capacity it is reflected in all relevant
work centers available capacity.

Part 2 Work center Course titles

Work center over view

Work center Maintenance

Work center hierarchy

Work Center Hierarchy

Work centers are grouped together into a work center hierarchy.
Each level within the hierarchy will be represented by a work
center(s). Can consists of 3 levels.
Hierarchies are used in capacity planning to cumulate available
capacity and capacity requirements.
Can consist of 3 levels.
The lowest level of the hierarchy will consists of operational
work centers.
The second lowest level of the hierarchy will consists of main
work centers.
Hierarchy work centers are used in the first level of the
hierarchy.

Transaction code tips

IR01 Create Work Center

IR02 Change Work Center
CR11 Create Capacity
CR22 Change Hierarchy

Part 3 Task List Course titles

Task List over view
Equipment Task List

Functional Location Task

List
General Task List

Course Objectives Task Lists

Describe the concepts and criteria for:
General Task Lists
Equipment Task Lists
Functional location Task Lists
Understand usage of maintenance task lists
for the planning of maintenance activities.
Understand usage of maintenance task lists
are used within preventive maintenance.

Maintenance Task Lists

A maintenance task list is a pre-defined

sequence of maintenance events that are
performed repeatedly within a company.

Maintenance Task List

Task lists are used for preventive and corrective maintenance
Task lists are copied into the Maintenance order

Maintenance Task List Structure

Task List Header

Description
General data
Task List operation
Operation sequence
Standard expected hours
Component / PRT assignment
Required components can be assigned
PRT can be assigned to an operation

Task List Header Detail

Task list are created for each plant.
Each task list will belong to a task list group
and will have its own counter number.
Statuses are used to control the creation and
use of the task lists.
A maintenance strategy is entered if the task
list is created for use within a strategy
controlled maintenance plan.
The profile is used when creating a task list to
default details into the task list.

Task List Operation Detail

The operations of the task list detail the
activities to be performed within the task list.
A task list can contain multiple operations.
There are two types of operations:
Internal Processing Operations
External Processing Operations
Depending on the operation control key the
operation is planned differently.

Internal Processing Operations

Following are the required details to create an
internal processing operation:
Work center
Control key
Operation description
Work effort
Number of people
An operation can only have one work center
assigned.
Additional work centers can be added to add
additional operations.

External Processing Operation

To plan maintenance activities for external processing use:
Defined Control key indicating it as external operation.
This control key will allow you to specify services using service master
records for work agreed between the vendor and SABIC. (e.g. motor
overhaul, motor rewiring) or using text services

Purchasing information containing following info must be entered.

Planned delivery time

Cost element
Material group
Vendor
Purchasing Group
Purchasing Organization

Service Specification
Against the external operation
the individual services are
planned.
Service master records or text
services are used to plan the
required activities.
For each service the quantity,
unit of measure and price is
required.

Task List Operation Detail

(Cont.)
It is possible to assign the following items for
an operation:
Components
Production Resource Tools
Maintenance Packages
Relationships
Inspection Characteristics
Additional text to describe the operation can
be entered using long text for an operation.

Production Resource & Tools

If a PRT is required to
complete an operation the
PRT is planned against the
operation.
The required usage and PRT
control key are entered for
each PRT assigned to the
operation.

Maintenance Packages
If the task list is used for a strategy based
preventive maintenance plan, the strategy is
entered on the task list header.
One or more maintenance packages are
assigned to the individual operations.
The maintenance package defines when the
operation is to be performed i.e the frequency.
When the maintenance package falls due, the
operations assigned to the package will be
included in the maintenance order.

Part 3 Task List Course titles

Task List over view

Equipment Task List

Functional Location Task
List
General Task List

Equipment Task Lists

Created specifically for a piece of equipment
and is unique for that piece of equipment.
It is possible for an equipment to have more
than one task list created.
Each task list is given a counter number to
identify it.
Equipment task list can be created by copying
and required data can be changed.

Part 3 Task List Course titles

Task List over view

Equipment Task List

Functional Location
Task List
General Task List

Functional Location Task Lists

Created specifically for a functional location
and can only be used for that functional
location.
It is possible to have more than one task list
created for a functional location.
Each task list is given a counter number to
identify it.
When creating a functional location task list is
possible to copy from an existing task list and
make the necessary changes.

Part 3 Task List Course titles

Task List over view

Equipment Task List

Functional Location Task

List

General Task List

General Task Lists

Used as a common task list for equipment or
functional locations. Not specific to any
equipment and functional location
Logical naming conventions are given to
general task list group names. Can also be
identified with group name and counter
Each task list within a general task list group
has a unique counter.
Used for preventive, corrective and
refurbishment maintenance.

Transaction code tips

IA01 Create Equipment Task List

IA02 Change Equipment Task List
IA11 Create Functional Location Task List
IA12 Change Functional Location Task List
IA05 Create General Task List
IA06 Change General Task List

Summary
You should have understood the concept of
BOM Bill Of Material
Work Center
Task List

PM
Technical Objects

Course Objectives
Understand the concepts of following:

Functional Locations
Equipment
Fleet Objects
Production Resource Tools
Serial Numbering
Warranties
Counters and Measuring points
Create Technical objects hierarchy
Manage technical objects.

Course Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point

Structure of Technical Object

Maintenance Plant

A maintenance plant is a place where

operational systems of a company are
installed which requires periodic maintenance.
Each manufacturing or maintenance setup will
form a separate maintenance plant.

Planning Plant

A maintenance planning plant is the

organizational unit where the planning for
maintenance are performed.
Each manufacturing or maintenance setup will
form as maintenance planning plant.

Course Direction
Technical Objects

Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point

Functional Locations
Functional location

A functional location is a position within the

hierarchical structure and represents a
location where technical objects can be
installed.
Functional Location Structure (FLS)

A logical break down of a plant or section of

a plant that allows both operations and
maintenance personnel to easily find the
correct area of the plant and specific pieces
of equipment that require maintenance.

Structure of IND6 (FLS)

Plant structure is broken into four
parts:
AAZZ-NN-ZZZZZ-ZZZZZ
1

Level 1:
Level 2:
Level 3:
Level 4:

Plant & Processing Area

Processing Lines / Facilities
Major Processes / Facilities
Sub-Processes / Facilities

It is suggested to use standard abbreviations for the

naming convention for each level.

Structure Example (FLS)

Level 1

IND6

Production of
Product A

IND6-01

Level 2

Level 3

Level 4

Line 1

IND6-01-PPS01
Piping System

IND6-01-FPS01
Fire Prevention
Systems

IND6-01-PTS01-MAC01
Machine 1

IND6-02
Line 2

IND6-01-PTS01
Production system

IND6-01-PTS01-MAC02
Machine 2

IND6-03
Line 3

Functional Location Master

Functional Location Master data contains
General Data reference data and manufacturer data
Location

-- Location data, address

Account data -- Cost center, company code

Structure

-- Functional location structure info.

Data links

-- Data link to master records.

E.g. Measuring point

Functional Location Category

Initially functional locations and
structures are part of PM master
data.
The functional location category
controls the layout of the
functional location master record.
The functional locations can be
broken up into the different
categories:

Creating Functional Locations

New functional locations are created
when:
A new plant is built
An existing plant is expanded
Functional location can be created by
copying from an existing functional
location.
Copied details from the existing
functional location into the new
functional location can be changed.

Functional Location Maintenance

A functional location will need to be maintained when:

Functional location is activated

Maintenance responsibility changes
Financial responsibility changes
Functional location is no longer required
When several functional locations are to be changed, the
Change Functional Locations Using List Editing
transaction(IL05) can be used.
If a functional location is no longer required it should be
deactivated.

Transaction code tips

IH01 - Display Functional Location Structure
IL01 Create Functional Location
IL04 Create Functional Location using
List Editing
IL02 Change Functional Location
IL05 Change Functional Location using
List Editing

Course Direction
Technical Objects
Functional Locations

Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point

Equipment
Equipment is an
individual physical
object.
It is maintained as an
independent unit to
track maintenance
costs and technical
history.

Equipment Record
Equipment record represents physical object in the plant.
Equipment can be installed and dismantled from functional locations.
Maintenance is planned and executed with equipment
Maintenance records are kept against each equipment

Installing & Dismantling of

Equipment
Equipment can be installed in the functional
location at right level
Equipment can be installed only at ONE location
at a time
Installing and dismantling indicates the physical
movement of equipment
Measuring point and counter transfers are
broken during installation or dismantling

Equipment Record info

Master record contains following information

Equipment general data

Equipment location
Equipment usage
Equipment classification
Serial number data
Classification
Measuring points and counters
Warranties

Equipment record can be linked to an asset number

Equipment Category
Equipment records can be broken up
into the categories.
Example of equipment categories
B for Safety
K for Electrical
F for Fleet
E for Instrument
M for Mechanical
P for Production Resources &
Tools
The equipment category controls the
layout of the equipment record.
The equipment numbering can be
internal generated numbering.

Equipment Classification
Helps to organize equipment
master records and describe them
in a structured way.
A class hierarchy will help to assist
in the search for equipment
classes.
Only required equipment can be
classified.
The class can be used to search
for equipment master records.
Each class will contain several
characteristics.
The characteristics are used to
store specific information against
the equipment master records.

Characteristics
Each class will contain a required
characteristics: Example
Data Sheet Code
Drawing code
Instrument Drawing code
Additional characteristics can also
be included in the class.
A value should be entered for each
of the characteristics.
The characteristic data can be
viewed from within the equipment
master record.

Equipment Statuses
User status and system status helps to manage equipment
System status is always attached to the equipment
User status can be attached to an equipment as optional
E.g. Available status of equipment system status will allow it to install

Equipment Dismantling
Equipment can be dismantled from the functional
location when it is required. E.g. removed from the
functional location.
Upon dismantling the equipment the following step
should be taken into account:
Update the account assignment (i.e. cost center)
Update the user status (if applicable)
Deactivate maintenance plans (if applicable)
A usage period will be created upon dismantling.
The system status will change to AVLB for Available.

Equipment Installing
An equipment can be installed at a functional location
or a superior equipment.
Upon installing the equipment the following step
should be taken into account:

Update the account assignment

(i.e. cost center)
Update the user status (if
applicable)
Activate maintenance plans (if
applicable)
The system status changes to INST for Installed.
A usage period is created for the equipment record.

Equipment Scraping
When scrapping an equipment the following steps should be
performed.

Delete any task lists, BOM and measuring

points.
De-activate maintenance plans (if applicable)
Equipment dismantled
Update the account assignment (i.e. cost
center)
Update the user status to SCRP for Scrapped
All serialized equipment that are to be scrapped should be returned to
the warehouse.

Transaction code tips

IE01 Create Equipment
IE02 Install Equipment
IE02 Change Equipment
IE05 Change Equipment using List Editing
IE02 Dismantle Equipment

Course Direction
Technical Objects
Functional Locations
Equipment

Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties
Measuring Point

Fleet Objects
A fleet object is an equipment that
moves from one location to
another to perform maintenance
functions.
Example:
Forklifts
Trucks

Fleet Objects
A fleet object is a special category of equipment.
It has the same functionality as a normal piece of
equipment.
Includes additional tabs to record fleet
information:
Identification details
Dimensions
Weight specifications
Load specifications
Engine details
Fuel and lubricant details
Need not be installed at a functional location.

Fleet Object
A fleet object can also be created as
a PRT and a work center.
To create a PRT record for a
Fleet object, maintain entries in
the PRT tab of the Fleet object
record.
A fleet object as a work center allows:
Scheduling of fleet object
Costing
A fleet object as a PRT allows the
fleet object to be assigned to an
operation within the order.

Creating Fleet Objects

A fleet object master record is created to
represent a mobile device that requires
maintenance history to be recorded.
A new fleet object master record is created
when;
A new fleet object is purchased or
An existing fleet object replaced.
During the creation of the fleet object it is
possible to:
Create measuring points and counters
Assign warranties

Fleet Object Counters

Counters can be used for fleet
objects to assist in:
Calculating fuel and oil
consumption
Determining replacement or
maintenance of object

For each individual fleet object

counters can be created using
measurement positions.

Transaction code tips

IE31 Create Fleet Object
IE02 Change Fleet Object

Course Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects

Production Resource
Tools (PRT)
Serial Numbering
Warranties
Measuring Point

Production Resource & Tool

A PRT is a special resource required
by a crew to perform a maintenance
task.
A PRT could be a special tool.

Production Resource & Tool

A PRT equipment is a special
category of equipment.
It has the same functionality as a
normal piece of equipment.
Includes an additional tab for PRT
information:
Usage details
Default values
Ability to lock
An equipment PRT can be planned
as a requirement against an
operation within a maintenance order.
Maintenance can be performed and
history recorded for a PRT
equipment.

Creating PRTs
A PRT equipment is created for an
object when it needs to be
planned within a maintenance
order.
PRT not installed at a functional
location.
During the creation of the PRT
equipment it is possible to:
Create measuring points and
counters
Assign warranties

Transaction tips
IE25 Create PRT Equipment
IE02 Change PRT Equipment

Course Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)

Serial Numbering
Warranties
Measuring Point

Serial Number
Serialization is the assignment of a
unique SAP serial number to a
Material and Equipment master
record.
The Serial number is the common
link between Material number and
Equipment number.

Equipment Serialization
New serial number will be
given by warehouse for new
material.
Equipment record is created
automatically.
The serial number will always
stay unique to the equipment

Transaction code tips

IE02 Maintain Serialization for Equipment
IQ09 Display Serial Numbers using List
Editing
MMBE Display Serial Numbers from
Stock Overview

Course Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering

Warranties
Measuring Point

Warranties
A warranty is given to the customer by a
vendor or manufacturer.
This assures to the customer that the
product is reliable and free from known
defects.
It also assures customer to undertake
the responsibility for any defect within
stipulated period

Warranties
Two types of warranties available:

Inbound -- Vendor / Manufacturer

Outbound -- Customer
Both a Vendor/Manufacturer and a Customer warranty can be
assigned to an equipment.
A warranty can be assigned to the equipment by:

Entering the warranty start or finish dates

directly in the technical object record or
Assigning a master warranty
Warranties that are maintained without a master warranty on
the equipment record can only be time based.

Master Warranty
To define more complex
warranties for an equipment
a master warranty can be
used.
A master warranty is broken
into three parts.

Header
Item
Counter

Master Warranty Counters

Warranty counters are used to define the
conditions and requirements for the master
warranty.
Warranty counters can be:
Time based
Performance based counters
Combination of both

If the master warranty contains more than

one warranty counter an and/or
relationship must be entered.
If performance based counters are used
within the warranty master the
corresponding counters must be first
created for the technical object.

Master Warranty (Cont.)

When assigning a master warranty to an
equipment a warranty start date must be
entered.
Once a master warranty is assigned to
an equipment record a warranty check is
performed each time a maintenance
notification or order is created against the
equipment.
The user can then investigate if the
maintenance activities are covered by the
warranty and take the necessary actions.

Transaction code tips

IE02 Maintain Time Based Warranty for Equipment
BGM1 Create Master Warranty
BGM2 Change Master Warranty
IE02 Assign Master Warranty to Equipment

Course Direction
Technical Objects
Functional Locations
Equipment
Fleet Objects
Production Resource Tools (PRT)
Serial Numbering
Warranties

Measuring Point

Measuring Points
A measuring point is a physical or logical
position for a technical object (Equipment)
where a condition can be recorded.
A counter is a kind of measuring point that
accumulates performance based readings.
A Technical object (equipment) can have
multiple measuring point

Measuring Points
Measuring points and counters are created for
technical objects to record a condition for the
technical object at a given point in time.
Examples of the type of conditions:
Temperature as measurement points
Flow rate as counters
Operating hours as counters
The measuring point or counter defines the
location and the specific condition to be recorded
for the technical object.
Each measuring point or counter will have its own
ID number.

Measuring Points
A technical object can have multiple
measuring points and counters.

Use of Measuring points

Measuring points can be used for condition
monitoring of a piece of equipment.
Upper and lower limits can be set for a
measuring point.
corrective maintenance notification is
automatically created, If a measurement
reading is outside the tolerance limit.

Counter Measuring Points

A counter is used to record continuous

values. (e.g accumulative values, run time
hours)
Counters can be used in maintenance plans
to schedule preventive maintenance.
An annual estimate is entered for a counter.

Transaction code tips

IK04 Create Measuring Point for Object
IK05 Change Measuring Point for Object
IK08 Change Measuring Points using
List Editing
IK31 Create Measurement Reading Entry
List

Summary
Understood the concepts of following:

Functional Locations
Equipment
Fleet Objects
Production Resource Tools
Serial Numbering
Warranties
Counters and Measuring points
Should be able to create Technical objects
hierarchy and Manage Technical Objects