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EHP3 for SAP ERP 6.0
February 2009
English
Plant Maintenance Basics (860)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
Copyright
© Copyright 2009 SAP AG. All rights reserved.
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
Icons
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
ContentsPlant Maintenance Basics: Configuration Guide.......................................................................51 Purpose............................................................................................................................. 52 Preparation........................................................................................................................ 5
2.1 Prerequisites............................................................................................................52.1.1 Building Blocks....................................................................................................5
3 Configuration.....................................................................................................................53.1 Define Location........................................................................................................53.2 Maintain Maintenance Planning Plant......................................................................63.3 Assign Maintenance Planning Plant to Maintenance Plant......................................63.4 Define Permit Categories.........................................................................................73.5 Define Object Types................................................................................................73.6 Define Plant Sections..............................................................................................83.7 Define Planner Groups............................................................................................83.8 Define Object Information Keys...............................................................................93.9 Create Structure Indicator for Reference Functional Locations.............................103.10 Define Business Views for Equipment Categories.................................................113.11 Define Material Groups..........................................................................................113.12 Create Default Value Profiles for External Procurement........................................123.13 Maintain Settlement Profiles..................................................................................133.14 Maintain Allocation Structure.................................................................................143.15 Assign Allocation Structure to Settlement Profiles.................................................153.16 Maintain Value Categories.....................................................................................153.17 Assign Cost Elements to Value Categories...........................................................163.18 Define Default Values for Value Categories..........................................................173.19 Define Default Values Profiles for General Order Data..........................................173.20 Define Maintenance Activity Types........................................................................183.21 Define Default Values for Component Item Categories.........................................193.22 Activate Default Value for Current Date as Basic Date..........................................193.23 Define Default Values for Units for Operation........................................................203.24 Define Currency for Maintenance Statistics...........................................................203.25 Assign Value Categories to Maintenance Cost Key Figures..................................213.26 Maintaining Storage Location................................................................................213.27 Defining Purchasing Groups..................................................................................223.28 Defining Person Responsible for Work Center......................................................22
4 Master Data..................................................................................................................... 234.1 Creating Materials for Plant Maintenance..............................................................234.2 Assigning Number Range for Task Lists................................................................234.3 Creating Work Centers for Plant Maintenance......................................................244.4 Creating Vendor for Different Account Groups......................................................244.5 Creating Functional Locations...............................................................................244.6 Creating Equipments.............................................................................................254.7 Creating Maintenance Assemblies........................................................................254.8 Creating and Changing Equipment Bill of Materials..............................................264.9 Creating and Changing Material Bill of Materials...................................................264.10 Creating Info Record..............................................................................................27
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
Plant Maintenance Basics: Configuration Guide
1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.
2 Preparation2.1 Prerequisites2.1.1 Building BlocksBefore you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for Chemicals .
3 Configuration3.1 Define LocationUseThe purpose of this activity is to define locations within a plant. A location allows a plant to be classified according to spatial or situation criteria.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Logistics - General Define Location
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Plnt 1000
Location YQ_0001
Name Location 1
Enter
Country DE
Location YQ_0002
Name Location 2
Enter
DE
4. Choose Save.
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
ResultThe locations for Plant 1000 have been created.
3.2 Maintain Maintenance Planning PlantUseThe purpose of this activity is to define the maintenance planning plant.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Plant Maintenance Maintain maintenance planning plant
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Planning plant
1000
Name 1 Planning Plant
4. Choose Save.
ResultThe maintenance planning plant is defined.
3.3 Assign Maintenance Planning Plant to Maintenance Plant
UseThe purpose of this activity is to assign planning plant to plant.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Assignment Plant Maintenance Assign maintenance planning plant to maintenance plant
Transaction Code SPRO
2. Choose Change.3. Select the appropriate row and make the following screen, make the following entries:
Field name Description User action and values Comment
Plnt 1000
PlPl 1000
4. Choose Save.
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
ResultThe planning plant is assigned to plant.
3.4 Define Permit CategoriesUseThe purpose of this activity is to define permit categories. You can use permits to define certain rules or conditions; which are to be observed during the execution of maintenance tasks. You can define the time during the order processing, the permit must be granted:
before an order is released before an order is technically completed
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Basic Settings Permits Define Permit Categories
Transaction Code SPRO
2. Choose New Entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Cat A
Name 1 Work approval
Cat B
Name 1 Safety permit
4. Choose Save.
ResultPermit categories are defined.
3.5 Define Object TypesUseThe purpose of this activity is to define the types of technical objects. Technical objects can be organized into groups using object types. The grouping is used to evaluate master data or maintenance data for technical objects.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Data Define Types of Technical Objects
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
Transaction Code SPRO
2. Choose New Entries.3. On the following screen, make the following entries:
Object Type Description
3000 Motors
4000 Conveyor
5000 Mills and Crusher
6000 Hopper and Silo
7000 Tanker and Container
8000 Controllers
4. Choose Save.
ResultObjects Types are defined.
3.6 Define Plant SectionsUseThe purpose of this activity is to define plant sections; which enable you to subdivide the maintenance plant from the point of view of production responsibility. The person responsible for the plant section is the contact for coordination between production and plant maintenance.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Date Define Plant Sections
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Plant Plant section PersResponsible Telephone
1000 010 Ellen Smith 069-12345678
1000 KMA George Jones 069-23456789
1000 LAG Betty Brown 069-34567890
1000 MIS Henry Miller 069-45678901
1000 ROH Linda Yates 069-56789012
4. Choose Save.
ResultPlant sections are defined.
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
3.7 Define Planner GroupsUseThe purpose of this activity is to define planner groups or maintenance planning groups separately for each planning plant.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Date Define Planner Groups
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
PlPl PG Name Telephone
1000 010 PM-Planner 010 605138
1000 100 PM-Planner Elec. 605139
1000 200 PM-Planner Mech. 605140
4. Choose Save.
ResultPlanner groups are defined.
3.8 Define Object Information KeysUseThe purpose of this activity is to define the object information key. This key controls a special information window. The parameters set here determine which data is to be shown for a technical object. The key can be assigned to the following objects:
Functional location categories Equipment categories Notification types Order types
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Date Define Object Information Keys
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Object info YQ_PM0001
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Field name Description User action and values Comment
Object Radio button set Reference for notification and class selection section
No days - 365 Info.system – time frame and threshold values section
NotifsCreated 5 Info.system – time frame and threshold values section
Orders created
5 Info.system – time frame and threshold values section
SelComplNotifs
Notifications – selection and automatic display section
Sel.days - 365 Notifications – selection and automatic display section
None Radio button set Contract – automatic display section
4. Choose Save.
ResultThe object information key was created.
3.9 Create Structure Indicator for Reference Functional Locations
UseThe purpose of this activity is to create the structure indicator, which determines the edit mask and the number of the hierarchy levels when you create functional location structures.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Create Structure Indicator for Reference Locations/Functional Locations
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Str.Ind YQCH
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
Field name Description User action and values Comment
StructIndText Structure Indicator CH
Edit mask XXXX-XXX/XXXX/XXXX/X/XXXXXX-X
HierLevel 1 2 3 4 5 6 7
4. Choose Save.
ResultThe structure indicator is created.
3.10 Define Business Views for Equipment CategoriesUseThe purpose of this activity is to automatically maintain the assigned data fields and screens if you activate the serial data view.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Define Additional Business Views for Equipment Categories
Transaction Code SPRO
2. Choose Change.3. Select the appropriate row.4. On the following screen, make the following entries:
Field name Description User action and values Comment
Cat Q
Serialization date
5. Choose Save.
ResultAdditional business views for equipment categories are defined.
3.11 Define Material GroupsUseThe purpose of this activity is to define material groups.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Logistics – General Material Master Settings for Key Fields Define Material Groups
Transaction Code OMSF
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2. On the Change View “Material Group”: Overview screen choose New entries.3. On the New Entries: Overview of Added Entries screen, make the following entries:
Field name Description User action and values Comment
Matl Group YQPM01
Material Group Desc.
Spare parts
Description 2 for material group
Material group for spare parts
Field name Description User action and values Comment
Matl Group YQPM02
Material Group Desc.
Spare parts services
Description 2 for material group
Material group for spare parts services
4. Choose Save.
ResultMaterial groups were defined.
3.12 Create Default Value Profiles for External Procurement
UseIn this step, you define the profiles for external procurement of services and materials.In the external processing profile, you can store default values to generate purchase requisitions from maintenance- or service orders. In each profile, you can store a default value for the following values:
Cost element account Purchasing organization Purchasing group Material group
During external processing, a distinction is made between the external procurement of materials and the allocation of complete order operations to vendors. Since both of these procurement processes require different data for purchasing, for example, different purchasing groups or different cost element accounts, you should also define different profiles for them. You should therefore define different profiles for:
External processing or external assignment of complete order operations Procurement of materials (material profile)
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Create Default Value
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Profiles for External Procurement
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
ExternProfile YQCH001
Profile External material
Cost element 604500
Purchasing org. 1000
Purch. group 100
Material group YQPM01
Field name Description User action and values Comment
ExternProfile YQCH002
Profile Procured services
Cost element 610500
Purchasing org. 1000
Purch. group 001
Material group YQPM02
4. Choose Save.
ResultThe profiles for external procurement of services and materials are defined.
3.13 Maintain Settlement ProfilesUseIn the settlement profile, you define a range of control parameters for settlement. You must define the settlement profile before you can enter a settlement rule for a sender.If you want to settle the costs each time to just one cost center or just one G/L account, you need a settlement profile. As you cannot maintain the settlement parameters during settlement to a receiver, you must save the settlement profile either in the order type or in the model order or reference order.The settlement profile includes, among other things, the retention period for the settlement documents. You should bear in mind the following when you determine the retention period.The settlement documents take up additional storage capacity. When a posting period is finally locked against further postings in Financial Accounting and Controlling, you can clear the settlement documents. However, you should build in a safety margin, as you will need the settlement documents if you have to cancel any settlements or repeat the period end close.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings General Order
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
Settlement Maintain Settlement Profiles
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Settlement Profile
YQM001
Text CH Maintenance order
Cost element 610000
Purchasing org. 1000
4. Choose Save.
3.14 Maintain Allocation StructureUseDuring settlement, costs incurred under the primary and secondary cost elements by a sender are allocated to one or more receivers. When you settle by cost element, you settle using the appropriate original cost element.An allocation structure comprises one or several settlement assignments. An assignment shows which costs (origin: cost element groups from debit cost elements) are to be settled to which receiver type (for example, cost center, order, and so on). You have two alternatives in settlement assignment:
You assign the debit cost element groups to a settlement cost element. You settle by cost element - that is, the debit cost element is the settlement cost
element.This is a good idea, for example, if the required capital spending for an asset you are building yourself is to be monitored. These costs are settled by cost element to an inventory account in Asset Accounting at the end of the year, or when the measure is complete.Each allocation structure must fulfill the following criteria:
CompletenessAn allocation structure is assigned to each object to be settled. All cost elements in which costs are incurred, must be represented in the appropriate allocation structure.
UniquenessEach cost element in which costs are incurred may only appear once in an allocation structure. Only one settlement cost element may be assigned to a source within a particular allocation structure.
If you require additional debit- or settlement cost elements, you can create these using the function Maintain Settlement Cost Elements.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings General Order Settlement Maintain Allocation structure
Transaction Code SPRO
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2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Settlement Profile
YQ
Text CH Alloc.Struc. Plant Mainten.
4. Choose Save.
ResultAllocation structure was maintained.
3.15 Assign Allocation Structure to Settlement ProfilesUseDuring settlement, costs incurred under the primary and secondary cost elements by a sender, are allocated to one or more receivers. When you settle by cost element, you settle using the appropriate original cost element.An allocation structure comprises one or several settlement assignments.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings General Order Settlement Maintain Settlement Profile
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Settlement Profile
YQM001
Allocation structure
YQ
4. Choose Save.
ResultThe allocation profile is assigned to the settlement profile.
3.16 Maintain Value CategoriesUseThe purpose of this activity is to maintain value categories. Value categories are intervals for cost elements. These are required to update the:
Plant Maintenance Information System Customer Service Information System
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Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Maintain Value Categories
Transaction Code SPRO
2. Enter User Component PM.3. Enter Controlling Area 1000.4. Choose New entries.5. On the following screen, make the following entries:
Val.cat. Text Costs
YQ_PM01 PM: Internal material
YQ_PM02 PM: Services
YQ_PM03 PM: External material
YQ_PM04 PM: Internal employees
6. Choose Save.
ResultValue categories are maintained.
3.17 Assign Cost Elements to Value CategoriesUseThe purpose of this activity is to define a cost element, a cost element interval or a cost element group as a value category.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Assign Cost Elements to Value Categories
Transaction Code SPRO
2. Enter Controlling Area 1000.3. Choose New entries.4. On the following screen, make the following entries:
Val.cat. Seq.nr. From cost element To cost element
YQ_PM01 010 604500
YQ_PM02 010 610500
YQ_PM03 610000
YQ_PM04 616100
5. Choose Save.
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ResultCost elements are assigned to value categories.
3.18 Define Default Values for Value CategoriesUseIn this step, you can define default values for the value categories for the entry of costs.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Define Default Values for Value Categories
Transaction Code SPRO
2. Enter Controlling Area 1000.3. Choose New entries.4. On the following screen, make the following entries:
Val.cat.
YQ_PM01
YQ_PM02
YQ_PM03
YQ_PM04
5. ChooseSave.
ResultDefault values for value categories were defined.
3.19 Define Default Values Profiles for General Order Data
UseIn this Customizing Activity, you define default values for further order data. When making these settings, you should check carefully to see whether you have to maintain all parameters.For order processing for maintenance- or service orders, you should
define a key word ID to select the user-defined fields from the task list and allocate a calculation key to calculate the capacity of the operation.
You only need to make further settings if you want to use the relationships for operations and their graphic display. Here you can:
define the view for the graphic display of the relationships define a key for the required graphics profile define a key for the explosion level for the graphic maintenance of standard networks allocate a key for the scheduling of orders, which are allocated to WBS elements.
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service orders Functions and settings for order types Define default values profiles general order data
Transaction Code SPRO
2. Choose New Entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Profile YQ_0001
Description PM: Standard profile CH
Calculation Key
1
Relationship view
1
Graphics profile
PM Network
4. Choose Back.5. Choose Save.
ResultProfiles with default values are defined.
3.20 Define Maintenance Activity TypesUseKey for the type of maintenance activity provided. Activities are divided into repairs, shutdowns, regular activities, inspections and so on. In cost evaluations, for example, total costs or number of orders for each technical object, you can classify data according to maintenance activity type.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Maintenance Activity Types Define Maintenance Activity Types
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
MAT MAT Description Comment
YQ1 Fault Clearance
YQ2 Planned Rep. based on breakdow
YQ3 Planned Rep. based on request
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MAT MAT Description Comment
YQ4 Modification
YQ5 Optimazation
YQ6 Preventive Maintenance
YQ7 Inspection
YQ8 Revision project
YQ9 Investment activities
4. Choose Save.
ResultMaintenance activity types were defined.
3.21 Define Default Values for Component Item Categories
Use
In this work step, you can determine the proposal values for the item categories of the order components.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define default values for component item categories
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Mat.Type Plant Item Category
ERSA 1000 L
4. Choose Save.
ResultDefault values for component categories defined.
3.22 Activate Default Value for Current Date as Basic Date
UseIn this step, you can define for which plants the current date should be proposed as a basic date for the order.
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Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define default values for Current Date as Basic Date
Transaction Code SPRO
2. Set flag Default current Date for Planning Plant 10003. Choose Save.
ResultCurrent date was defined as default value.
3.23 Define Default Values for Units for OperationUseThe purpose of this activity is to specify the default values for units of the duration and the work output of an operation.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Default Values for Units for Operation
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
Field name Description User action and values Comment
Planning plant 1000
Norm.duratn un. H
Unit for work H
4. Choose Save.
ResultThe default values for units of the duration and the work output of an operation are specified.
3.24 Define Currency for Maintenance StatisticsUseThe purpose of this activity is to define in which currency plant maintenance statistical data is managed.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Information
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Systems for Plant Maintenance and Customer Service Define Currency for Maintenance Statistics
Transaction Code SPRO
2. On the following screen, make the following entries:
Field name Description User action and values Comment
Statistics currency EUR
Short text Euro
3. Choose Save.
ResultCurrency for Maintenance Statistics is defined.
3.25 Assign Value Categories to Maintenance Cost Key Figures
UseThe purpose of this activity is to allocate value categories to PM cost key figures predefined by SAP. The value category groups several cost element accounts together.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Information Systems for Plant Maintenance and Customer Service Assign Value Categories to Maintenance Cost Key Figures
Transaction Code SPRO
2. Choose New entries.3. On the following screen, make the following entries:
CostKeyFig Value cat. Key figure descript. Value cat. descript.
IAMATKOSE YQ_PM01 Internal material PM: Internal material
IAMATKOSF YQ_PM03 External material PM: External material
IAPERKOSE YQ_PM04 Internal employees PM: Internal employees
IAPERKOSF YQ_PM02 External employees PM: Services
4. Choose Save.
ResultValue categories to maintenance cost key figures are assigned.
3.26 Maintaining Storage LocationProcedure1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure Definition Materials Management Maintain storage location
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Transaction Code SPRO
2. On the Determine Work Area: Entry dialog box, maintain BP01 and choose Enter.3. On the Change View “Storage locations”: Overview screen, choose New Entries and
make the following entries:
Field name Description User action and values
Comment
SLoc Storage location YQ01
Description CH: Storage Tank
4. Choose Save.
3.27 Defining Purchasing GroupsUseThe purpose of this activity is to define purchasing groups.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Materials Management Purchasing Create Purchasing Groups
Transaction Code SPRO
2. On the next screen, choose New Entries and make the following entries:
Field name Description User action and values Comment
Purchasing Group YQ4
Description p. group External services
Tel. no. purch. group 06227/471102
3. Choose Save.
ResultThe purchasing groups have been defined.
3.28 Defining Person Responsible for Work CenterUseThe purpose of this activity is to define a person responsible for work center.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Production Basic Data Work Center General Data Determine person responsible
Transaction Code OP10
2. On the Change View “Person Responsible for Work Center”: Overview screen choose New entries.
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3. On the New Entries: Details of Added Entries screen make the following entries:
Key field Entry
Plant 1000
Pers. respons. 001
Description Work center responsible
4. Choose Save.
ResultA person responsible for work center was defined.
4 Master DataThe following activities describe the master data required for this Building Block. The steps do not describe the transactions in detail but list the relevant transaction and the corresponding master data file. For more details on using the individual transactions refer to the Online Help in the system.
4.1 Creating Materials for Plant MaintenanceUseThe purpose of this activity is to create spare part materials, which are available in storage when required by the maintenance personnel.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Logistics Plant Maintenance Management of Technical Objects Material Create (General)
Transaction Code MM01
2. Refer to the following file for details of the master data required: SMB99_MM01_ALL_VIEWS_O015_J01_860.TXT
ResultSpare part materials with the numbers CH-8xxx are created.
4.2 Assigning Number Range for Task ListsUseThe purpose of this activity is to create an external number range for task lists.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service Maintenance Plans, Work Centers, Task Lists and PRTs Task Lists Control Data Define Number range for General Maintenance Task Lists
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
Transaction Code SPRO
2. Refer to the following file for details of the master data required: SMB10_SNRO_O003_P02_860.TXT
ResultThe task lists number range TL-xxxxxx is created.
4.3 Creating Work Centers for Plant MaintenanceUseThe purpose of this activity is to create work centers, which represent specific groups of plant maintenance workers.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Logistics Plant Maintenance Management of Technical Objects Environment Work Centers Work Center IR01 - Create
Transaction Code IR01
2. Refer to the following file for details of the master data required: SMB10_WORK_CENTER_O999_P09_860.TXT
ResultWork centers with the number RES-xxxx are created.
4.4 Creating Vendor for Different Account GroupsUseThe purpose of this activity is to create vendor for different Account Groups. A vendor is a business partner from whom goods and services can be procured.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Logistics Materials Management Purchasing Master Data Vendor Central Create
Transaction Code XK01
2. Refer to the following file for details of the master data required: SMB15_XK01_O010_J30_860.TXT
4.5 Creating Functional LocationsUseThe purpose of this activity is to create functional locations, which represent the structure of the plant in increasingly greater levels of details.
Prerequisites
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
The plant maintenance work centers must have been created within the system.
Procedure 1. Access the activity using one of the following navigation options:
SAP Menu Logistics Plant Maintenance Management of Technical Objects Functional location Create
Transaction Code IL01
2. Refer to the following file for details of the master data required: SMB10_IL01_O003_P26_860.TXT
ResultFunctional locations for each of the different levels required are created.
4.6 Creating EquipmentsUseThe purpose of this activity is to create equipment required for the use within the plant maintenance module.
PrerequisitesThe plant maintenance work centers must have been created within the system.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Logistics Plant Maintenance Management of Technical Objects Equipment IE01 – Create (General)
Transaction Code IE01
2. Refer to the following file for details of the master data required: SMB10_IE01_O004_P26_860.TXT
ResultEquipment with and without serial numbers for use within the plant maintenance module is created.
4.7 Creating Maintenance AssembliesUseThe purpose of this activity is to create special types of materials known as maintenance assemblies, which can later be used in bill of materials.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Logistics Plant Maintenance Management of Technical Objects Material Create (Special) Maintenance Assembly
Transaction Code MMP1
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
2. Refer to the following file for details of the master data required: SMB10_MMP1_O006_P26_860.TXT
ResultMaintenance assemblies for use within bill of materials are created.
4.8 Creating and Changing Equipment Bill of MaterialsUseThe purpose of this activity is to create the bill of materials, which are linked directly to a particular equipment.
PrerequisitesMaintenance Assemblies have been created. Equipment has been created.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Logistics Maintenance Management of Technical Objects Bill of material Equipment BOM Create
Transaction Code IB01
2. Refer to the following file for details of the master data required: SMB10_IB01_O999_P26_860.TXT
ResultThe bills of materials were created.
4.9 Creating and Changing Material Bill of MaterialsUseThe purpose of this activity is to create bill of materials, which are linked directly to a particular material.
PrerequisitesMaintenance Assemblies have been created. Materials have been created.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Logistics Plant Maintenance Management of Technical Objects Bill of Material Material BOM Create
Transaction Code CS01
2. Refer to the following file for details of the master data required: SMB10_BOM_O998_P09_860.TXT
ResultThe bills of materials were created.
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SAP Best Practices Plant Maintenance Basics (860): Configuration Guide
4.10 Creating Info RecordUseThe purpose of this activity is to create the info record. The info record establishes the link between material and vendor, thus facilitating the process of selecting quotations. For example, the info record shows the unit of measure used for ordering from the vendor, and indicates vendor price changes affecting the material over a period of time.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Logistics Materials Management Purchasing Master Data Info Record Create
Transaction Code ME11
2. Refer to the following file for details of the master data required: SMB99_ME11_O250_J01_860.TXT
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