Preventive Maintenance Schedule - Customer Service

8/13/2019 Preventive Maintenance Schedule - Customer Service

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CS_TRAN_001: Preventive Maintenace /Schedule

User ManualSAP CS MODULE CS_TRAN_001 ECC 6.0

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Transaction code presented in this User Guide

Transaction code Transaction code - Description

IP50 Create Maintenance Plan against Contract Item

IP02 Change Maintenace Plan

IP03 Disply MaintenancePlan

IP10 Scheduling Preventive Maintenance

IP19 Maintenance Scheduling Over view.


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Table of Contents1. Create Preventive Maintenance PlanAgainst Service Agreement .................................................... 3

1.1. SAP Menu Path.................................................................................................................................. 3

2. Scheduling Preventive Maintenance .................................................................................................. 11

2.1. SAP Menu Path................................................................................................................................ 11

3. Change Preventive Maintenance Plan ................................................................................................ 14

3.1. SAP Menu Path................................................................................................................................ 14

4. Maintenance Scheduling Overview .................................................................................................... 16

4.1. SAP Menu Path................................................................................................................................ 16


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1. Create Preventive Maintenance Plan Against Service Agreement

1.1. SAP Menu Path

SAP R/3 menu SAP menu Logistics Customer Service ServiceAgreements Maintenance Planning Maintenance Plans Create IP50 - For Contract Item

Transaction code IP50

Preventive Maintenance will be scheduled against the Service Agreement.

Now press Enter key, system will navigate to the below screen

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2

3

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1. Maint. plan cat.here select from here

NCService Notification with Outline Agrmt

2. Sales documenthere enter the Agreement Number, against which need to schedule PreventiveMaintenance.

3. Itementer the Line item number against the Contract Line.

4. Planning plantEnter the Plant code, which is maintained in the Agreement

Screen will look as follows

Now press enter key or click on this button, then system will navigate to below screen.

Now enter below details

2


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1. Cycle/Unitthe cycle time to trigger PM.

2. Enter the Unit to trigger the PM.

Screen will be as below

Here it is mentioned as each 3rd

month, within the Validity of the selected Agreement.

Now maintain the below details.

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2


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Details are updated as explained in the above screen.

Now click on and system will reach to below screen


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1. Scheduling Periodmaintain the validity of this PM Schedule

2. UOM according to the Scheduling period.

Data has to be maintained as below

Maintained scheduling period as 1 and UOM as Yr, means 1 year.

1. Select the Completion Requirementto complete the each schedule in the PM

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2. Start of Cycleenter the Date when the PM has to be started.

PM schedule will be within the validity of the Agreement Validity, SAP will not schedule PM if the date is,

beyond Agreement Validity End date.

Now click on click on Maintenance Plan Schedule, as mentioned below.

Now system will pop-up below message and click on the SAVE and will navigate to subsequent screen.


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Click on Yes to reach the schedule.

Maintenance Plan 31 is scheduled.


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2. Scheduling Preventive Maintenance

2.1. SAP Menu Path

SAP R/3 menu SAP menu Logistics Customer Service ServiceAgreements Maintenance Planning Scheduling forMaintenance Plans IP10 - Schedule


Enter the Maintenance Plan , and press enter key. System will navigate to below screen.

From above screen click on, Start Button. System will schedule the date. As below screen.


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Here system will confirm the date again. (System will allow to changing the Date, if required. Best

Practice is to follow the same date which is mentioned in the PM plan creation. If any changes on date

here, maintain the same date in PM Plan also). Click on this tick mark, system will navigate to below

screen.

Date is scheduled as mentioned above.

System will give this message. Click on Save Button or Control + S. System will reach to below

screen.


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Note - In the maintenance plane selected cycle time is 3/ Mon and Scheduling period is 1 Yr

(please find above screens) . Validity period of the Agreement 40000010 is as mentioned below(red box).

PM schedule Starting Cycle is also on 17.10.2013. Then System is created schedule with 3 Month Gap.

So SAP Schedule as below

So best practice to is provide Schedule starting date as Agreement Validity from date, then PMSchedule will be within the Agreement Validity Period.


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is scheduled. Now this will be updated against Maintenance Plan.

3. Change Preventive Maintenance Plan

3.1. SAP Menu Path

SAP R/3 menu SAP menu Logistics Customer Service Service

Agreements Maintenance Planning Maintenance Plans IP02 - Change



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Enter the Maintenance Plan and press Enter Key or Click on , system will navigate to below screen.

Now click on this icon - and select system reachto the scheduled Maintenance Screen.

Here the PM scheduled dates will be updated here.


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4. Maintenance Scheduling Overview

4.1. SAP Menu Path

SAP R/3 menu SAP menu Logistics Customer Service ServiceAgreements Maintenance Planning Scheduling forMaintenance Plans Scheduling OverviewIP19 - SchedulingOverview and Simulation


Many option in the above screen , need to select only below mentioned points only.

1. Mention the Date which the PM is maintained.

2. Maintain the end Date in which the PM schedule is going to close (better infinite date 31.12.9999)

3. Enter the maintenance Plan for which the schedule has to be verified.

Display can be activated in 3 different ways

a. Graphical

b. Tabular

c. Tabular with navigation tree.

3

1

2


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System will be looks as below

Against the Maintenance plan 31, PM scheduled is verified. Click on Execute button or Function Key F8

(Tabular)

System is triggered notification against the First Call. When the First call is reached (Date e.g.15.01.2014) then system will trigger the next notification for the second line item.

Best practice to run this report to get the PM schedule as per the period.

If the Graphical is selected in the selection screen, then system will reach to the below screen. (Screen isexplained with the legends used in the Graph)


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(Graphical)

(Tabular with Navigation tree)

Process of Service Notification will be same as explained in corresponding User Manual

Documents

Preventive Maintenance Schedule - Customer Service