sap configuration jkcl
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
CONSULTING
TRANSFORMING ENTERPRISES
Title Configuration Document.
Version 1.0
Author Nitesh Sharma.
Reviewed B
Date !"#11#!01!
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Table of Contents
1. *ntroduction1.1. )ur$ose1.!. Sco$e +1.,. Acronms and A--reviations +1.. References +
!. )ath +
,. Configuration Settings /,.1. aintain StructureAssign /,.!. Define 2ocation 3
,.,. Define Currenc for aintenance Statistics ",.. Define easuring $oint categories 10,.+. Create num-er ranges for easuring )oints 11,./. Create num-er ranges for easuring Docs 11,.4. Define 5ield Selection for easuring )oints and easurement Documents 1!,.3. Set list editing for measuring $oint list 1!,.". Set list editing for measurement document list 1,,.10. )artner data 1/,.11. Define 6-7ect *nformation 'es 13,.1!. Define t$es of technical o-7ects 1",.1,. Define )lant sections !0
,.1. Define )lanner grou$s !1,.1+. Define ABC indicators !!,.1/. Create structure indicator for function 2ocations !,,.14. Define categor of 5unctional 2ocation !,.13. Define field selection for 5unctional location !/,.1". 5ield selection for ulti level dis$la of functional location !4,.!0. Define e8ui$ment categories !3,.!1. Define num-er ranges for 98ui$ments !",.!!. :sage histor u$date ,0,.!,. Define histor related fields ,0,.!. Define installation at functional location ,1
,.!+. Assign $artner determination $rocedure to e8ui$ment categor ,1,.!/. Define field selection for e8ui$ment aster ,!,.!4. Define field selection for multi#level list dis$la of e8ui$ment ,!,.!3. Define 6-7ect t$es ,,,.!". Define edia for 6-7ect 2in;s ,,,.,0. Define no. ranges for 6-7ect 2in;s ,,.,1. Bill of aterial ,,.,,. Define maintenance $lan num-er ranges ,/
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,.,. Define no. ranges for aintenance items ,/,.,+. Define Sort 5ields for aintenance )lan ,4,.,/. Define field selection for aint. $lan ,4
,.,4. Define wor; center t$es ,",.,3. Defined field selection 0,.,". Define 9m$loees Res$onsi-le for eneral Data +1,.+1. aintain authori?ations for $rocessing +1,.+!. aintain Settlement )rofiles +!,.+,. aintain Allocation Structures +,,.+. aintain Value Categories +,.++. Assign Cost 9lements to Value Categories +,.+/. Define notification t$es +,.+4. Set 5ield Selection for Notifications +/,.+3. Define num-er ranges for notification t$es +4
,.+". Assign Notification T$es to 6rder T$es +3,./0. Catalog maintenance and re$orting configuration +",./1. Define )riorities /1,./!. Assign )riorit T$es to Notification T$es /!,./,. Assign o-7ect information ;e to notification t$es /,,./. Condition *ndicators for sstem /,./+. 5unctions and settings for order t$es @ Configure order t$es /+,.//. Define num-er ranges for order t$es /4,./4. Assign 6rder T$es to aintenance )lants /3,./3. Create Default Value )rofiles for 9ternal )rocurement /3,./". Create default value $rofiles for >eneral order data 40
,.40. Default Values for Tas; 2ist Data and )rofile Assignments 41,.41. Settlement Rule= Define Time and Creation of Distri-ution Rule 4,,.4!. Define )ro$osed Reference Time for Technical Com$letion 4,.4,. Define Default 6rder T$es for aintenance *tems 4+,.4. Define Notification# and 6rder *ntegration 4/,.4+. aintain Default Values for Control 'es for 6rder T$es 44,.4/. Valid aintenance activit t$e to each order t$e 43,.44. Define Change Docs Collective )urch. Re8. *ndicator 6$eration No. *nterval 4"
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3. Confiuration Settins
3.1 !aintain Structure"Assin
IMG Section 9NT9R)R*S9 STR:CT:R9
Sub-Sections Definition @ )lant aintenance Tran. Code
Config. Step aintain maintenance $lanning $lant SPRO
Assignment
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#!$ Section 9NT9R)R*S9 STR:CT:R9
Sub%Sections Assignment @ )lant aintenance Tran. Code
Confi. Step Assin maintenance plannin plant to
maintenance plant
SPR&
Reason for Configuration
Maintenance plant and planning plant have been defined and all the
plants are assigned to one planning plant as it is centralizedmaintenance in JKCL
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3.2. Define 'ocation
#!$ Section 9NT9R)R*S9 STR:CT:R9
Sub%Sections Definition @ 2ogistic#>eneral Tran. Code
Confi. Step Define 'ocation SPR&
Reason for Configuration
2ocations are mainl re8uired to get information and re$orts s$ecificall
for that area.This is also re8uired to monitor different histories e.g. installations costs
-rea; downs )reventive schedule etc. location wise. *t can -e used to
trac; information for Assets also.
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3.3. Define Currency for !aintenance Statistics
Module P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub-Sections Basic settings Tran. Code
Config. Step Define Currency for MaintenanceStatistics
OIAW
SettingsStatistics Currenc Short tet
*NR Ru$ee
Reason for Configuration
To define the currenc in which $lant maintenance statistical data is to -e
managed. The selected currenc is valid for the whole client. All the fields
in $lant maintenance that are currenc#de$endent and that go into thestatistical data are automaticall translated into the currenc for the
statistics.
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3.*. Define !easurin point cateories.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Basic settings @ easuring )oints counters F
easurement Documents
Tran. Code
Confi. Step Define !easurin point cateories SPRO
Settins
9isting standard setting of categor is used for &'C2 with customised
catalog t$e V.Cat. Descri$tion
eas)oint generalE
Settin details+
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3., Create number ranes for !easurin Points
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Basic settings @ easuring )oints counters F
easurement Documents
Tran. Code
Confi. Step Create number ranes for !easurin
Points
#-/
Settings
:sed standard eisting settings.
3.0 Create number ranes for !easurin Docs.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Basic settings @ easuring )oints counters F
easurement Documents
Tran. Code
Confi. Step Create number ranes for !easurin Docs #-1/
Settin details+
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3. Define ield Selection for !easurin Points and !easurementDocuments+
Module P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub-Sections Basic settings @ easuring )oints counters F
easurement Documents
Tran. Code
Config. Step Define ield Selection for Measuring
Points and Measure!ent Docu!ents
spro
Settings
:sed eisting standard settings. All the fields are set as Gin$utH fields.
3. Set list editin for measurin point list
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Basic settings @ easuring )oints counters F
easurement Documents
Tran. Code
Confi. Step Set list editin for measurin point list spro
Settins
:sed eisting standard settings.
3./ Set list editin for measurement document list
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!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Basic settings @ easuring )oints counters F
easurement Documents
Tran. Code
Confi. Step Set list editin for measurement document
list
spro
Settings
:sed eisting standard settings.
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3.1 Partner data
Module PLANT MAINTENANCE
Section Master Data in Plant Maintenance
Sub-Sections Basic settings Partner Tran. Code
Config. Step Define Patne Dete!ination Pocedue
and Patne "unction
spo
Settings
!sed e"isting standard settings for all partner data settings. The standard partner
determination procedure PM is used.
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Module PLANT MAINTENANCE
Section Master Data in Plant Maintenance
Sub-Sections Basic settings Partner Tran. Code
Config. Step Cop# Patne "unctions to Maste and
Mo$e!ent Data
spo
Settins
:sed eisting standard settings. All $artner functions of )art. Det. )roc. ) is set to -e
co$ied.
Reason for Confiuration
*n this wor; ste$ ou can define which of our $artner functions should -e co$iedautomaticall into the corres$onding movement data.
Iou can ma;e this assignment uni8ue for each $artner determination $rocedure andeach $artner function. Iou can maintain $artners for 5unctional 2ocations and98ui$ments in their masters. The $artner functions are then co$ied from the masterdata of tech. o-7ects into Notifications or 6rders.
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Reason for Confiuration
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*n this ste$ ou can define o-7ect information ;es.
An o-7ect information ;e can -e assigned to the following o-7ect t$es=
• 5unctional location categories
• 98ui$ment categories
• aintenance and service notification t$es
• aintenance and service order t$es
Via the settings of the o-7ect information ;e ou determine the data of a technicalo-7ect e8ui$ment functional location structureE that is shown in a s$ecial informationwindow.
Iou can set whether the notification and order information should -e dis$laed=• for a technical o-7ect
• for the higher#level o-7ect or
• 5or the entire structure.
5urthermore ou can determine whether the o-7ect information should -e dis$laed• using a $ush-utton or
• automaticall when o-7ect information is selected for the o-7ect s$ecified.To
activate the dis$la de$ending on notification and order data ou can definethreshold values which are used to select historical data through the )*nformation Sstem.
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Iou want to ma;e sure that o-7ect information is alwas dis$laed if at least +notifications or at least orders were carried out in the last ,/+ das. The sstem
should ta;e the last ,/+ das as well as com$leted notifications into account whenselecting notifications.
Com$leted and outstanding notifications should -e dis$laed in the o-7ect information.To do this ou need to ma;e the following settings.
• ar; the field automaticall.
• 9nter ,/+ in the field No. das for notifications in the information sstem.
• 9nter , for NotifsCreated.
• 9nter * for 6rders created.
• 9nter 30, for Notifications selection.
• ar; the field SelCom$lNotifs.
• ar; 6utstdgNotifs and Com$letedNotifs to dis$la the last notifications in the
o-7ect information.
6-7ect information is alwas automaticall dis$laed when one of the threshold
values defined a-ove is reached.
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3.12 Define types of technical ob4ects
Module PLANT MAINTENANCE
Section Master Data in Plant Maintenance
Sub-Sections Technical ob#ects $eneral Data Tran. Code
Config. Step Define t#pes of tec%nical ob&ects spo
Reason for Confiuration
6-7ects t$es are configured to define e8ui$ments with similar characteristics.
The can -e used to list out e8ui$ments of similar ;ind - giving $ro$er selection of
o-7ect t$e in the list dis$la transactions.
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3.13 Define Plant sections.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical 6-7ects @ >eneral Data Tran. Code
Confi. Step Define Plant sections SPR&
Reason for Confiuration
The $lant section su-divides the $lant from the $oint of view of $roductionres$onsi-ilit. The $erson res$onsi-le for the $lant section is the contact for
coordination -etween $roduction and $lant maintenance.The $lant section can -e used for evaluation $ur$oses.
9ver $iece of e8ui$ment and functional location can -e assigned to a $lant section.
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3.1* Define Planner roups.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical 6-7ects @ >eneral Data Tran. Code
Confi. Step Define Planner roups SPR&
Reason for Confiuration
)lanner grou$s or maintenance $lanning grou$s are defined for each aintenance$lanning $lant.
De$ending on the si?e and structure of com$an a maintenance $lanning grou$ ma -ean individual de$artment for central wor; $re$arationE a grou$ of s;illed craftsmen or a
wor;sho$.
9ver $iece of e8ui$ment and functional location can -e allocated to a maintenance$lanning grou$. aintenance $lanning grou$s can also -e used for evaluation $ur$oses.
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3.1, Define A6C indicators.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical 6-7ects @ >eneral Data Tran. Code
Confi. Step Define A6C indicators SPR&
Reason for Confiuration
ABC indicators are used to ;now the criticalit of the technical o-7ect.
*t can -e assigned in the master data of each technical o-7ect and can -e used forevaluation $ur$ose.
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3.10 Create structure indicator for function 'ocations.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 5unctional locations Tran. Code
Confi. Step Create structure indicator for function
'ocations
P-
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Settin details+
Reason for Confiuration
The categories are defined on the -asis of location and functionalit of the o-7ects.
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3.1 Define field selection for unctional location.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 5unctional location Tran. Code
Confi. Step Define field selection for unctional location A7
Settins
All the SA) standard fields are ta;en as in$ut fields.
The fieldsH settlement order standing order and
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3.1/ ield selection for !ulti level display of functional location.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 5unctional location Tran. Code
Confi. Step ield selection for !ulti level display of
functional locations
spro
Settins
SA) standard settings have -een used.
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3.2 Define e8uipment cateories.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 98ui$ment @ 98ui$ment
Categories
Tran. Code
Confi. Step !aintain e8uipment cateory )T
Reason for Configuration
%ou use the e&uipment categor' to define the characteristics for an e&uipment
master record. !sing the control characteristics( 'ou can decide ho) man' and
)hich e&uipment categories 'ou re&uire. The follo)ing control characteristics are
available* +creen se&uence and master data maintenance *,umber interval and
number assignment (!pdating usage histor'( -nstallation options at functional
locations (!sage as production resourcestools (/ctivation of change documents
%ou must define for each e&uipment categor' )hether a usage histor' is to be
)ritten.
0ield selection is controlled b' the e&uipment reference categor'.
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3.22 9sae history update.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 98ui$ment @ 98ui$ment
:sage )eriod
Tran. Code
Confi. Step 9sae history update spro
Settings
:sed eisting SA) standard settings.
Reason for Confiuration
This is re8uired for ca$turing the usage times of e8ui$ments at different functional
locations.
3.23 Define history related fields.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 98ui$ment @ 98ui$ment :sage
)eriod
Tran. Code
Confi. Step Define history related fields oie:
Settins
:sed eisting SA) standard settings.
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3.2* Define installation at functional location.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 98ui$ment @ 98ui$ment
:sage )eriod
Tran. Code
Confi. Step Define installation at functional location spro
Settins
All the e8ui$ment categories are allowed to install on functional locations ece$t the
categor ).
3.2, Assin partner determination procedure to e8uipment cateory.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 98ui$ment Tran. Code
Confi. Step Assin partner determination procedure to
e8uipment cateory
);
Settins
:sed eisting standard settings.
)artner determination $rocedure ) is assigned to all the e8ui$ment categories.
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3.20 Define field selection for e8uipment !aster.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 98ui$ment Tran. Code
Confi. Step Define field selection for e8uipment !aster AD< A
Settins
All the standard SA) fields are ta;en as in$ut fields ece$t=
3.2 Define field selection for multi%level list display of e8uipment.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenanceSub%Sections Technical o-7ects @ 98ui$ment Tran. Code
Confi. Step Define field selection for multi%level list
displays of e8uipment
SPR&
Settins
:sed eisting standard SA) settings.
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3.2 Define &b4ect types.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenanceSub%Sections Technical o-7ects @ 6-7ect 2in;s Tran. Code
Confi. Step Define &b4ect types SPR&
Settins
:sed eisting standard SA) settings.
Reason for Confiuration6-7ect t$es for o-7ect lin;s can -e made -ased on the utilit of the o-7ects and structure
of o-7ect lin;.
3.2/ Define !edia for &b4ect 'in=s.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 6-7ect 2in;s Tran. Code
Confi. Step Define !edia for &b4ect 'in=s (!
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3.3 Define no. ranes for &b4ect 'in=s.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections Technical o-7ects @ 6-7ect 2in;s Tran. Code
Confi. Step Define no. ranes for &b4ect 'in=s #(2
Settins
No. 5rom num-er To num-er 9t
01 000000000010000000 0000000001"""""""
0! 0000000000!0000000 000000000!"""""""
Reason for Confiuration
:sed eisting settings
3.31 6ill of !aterial.
!odule P'A(T !A#(T)(A(C)
Section aster Data in )lant aintenance
Sub%Sections 6ill of !aterial Tran. Code
Confi. Step SPR&
Settins
All Standard SA) Settings have -een ado$ted
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3.32 Set !aintenance plan cateories.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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3.33 Define maintenance plan number ranes.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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aint*tem tet 1,
*tem num-er 1
Tas; list t$e 1+>rou$ 1/
>rou$ counter 14
6$er.act. 13
Su-#o$eration 1"
Short tet !0
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3.3 Define >or= center types.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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Reason for Confiuration
Defined one categor for all ) related wor; centers. SA) Standard E
3.3 Defined field selection.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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3.3/ Define )mployees Responsible for ?or= Centers.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans or= center SPR&
Reason for Confiuration
9m$loee res$onsi-le is assigned to each aint.
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3.* Define tas= list usae =eys.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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Reason for Confiuration
:sage ;e is assigned in each wor; center master record which defines that in which
tas; list t$es the wor; center can -e used.
3.*1 !aintain control =eys.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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Reason for Confiuration
Control ;es are assigned to the maint. 6rder o$erations and s$ecif that how an order
o$eration is to -e $rocessed.
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3.*2 !aintain tas= list status.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans eneral data Tran. Code
Confi. Step !aintain tas= list status '1
SettinsSA) standard settings.
Reason for Confiuration
*n this ste$ ou define the $ossi-le status of a tas; list.The status controls the following functions=
• Release for use as a reference - other tas; lists for tas; lists that can -ereferencedE
• Release for costing
• Release for use in the order
• Consistenc chec;s are not used for ) tas; lists
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3.*3 Define number ranes for eneral maintenance tas= lists.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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3.*, Define number ranes for unctional location tas= list.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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3.*0 Define profiles >ith default values.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans ith default values '0
Settins)rofile Descri$tion
0000001 *nternal $rocessing $rofile for )lant aintenance
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Reason for Confiuration
To control internal and eternal $rocessing of order o$erations and )rocurement ccle for
which default )urchase organisation )urchasing grou$ Currenc >2 account and
aterial grou$ for serviceE are defined.
The $ro$er Default value $rofile is assigned in the initial screen while creating tas; list.
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3.* Set 'ist )ditin for Tas= 'ists.
!odule P'A(T !A#(T)(A(C)
Section aintenance )lans
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3.,2 !aintain Settlement Profiles.
!odule P'A(T !A#(T)(A(C)
Section aintenance and service $rocessing
Sub%Sections Basic settings @ >eneral 6rder Settlement Tran. Code
Confi. Step !aintain Settlement Profiles SPR&
Settins
Settlement )rofile Tet
0 )lant aintenance measure
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Reason for Confiuration
*f ou want to settle the maintenance order costs each time in a $redefined manner to
cost receiving o-7ect e.g. cost center or >2 account ou need a settlement $rofile.*n the settlement $rofile ou define a range of control $arameters for settlement of
orders. Iou must define the settlement $rofile -efore ou can enter a settlement rule
for a sender e.g. aintenance 6rderE.
As ou cannot maintain the settlement $arameters during settlement to a receiver e.g.
cost centerE ou must save the settlement $rofile in the order t$e settings.
3.,3 !aintain Allocation Structures.!odule P'A(T !A#(T)(A(C)
Section aintenance and service $rocessing
Sub%Sections Basic settings @ >eneral 6rder Settlement Tiran. Code
Confi. Step !aintain Allocation Structures SPR&
Settins
Allocation Structure Tet A1 C6 allocation structure
(ote+
These settins strictly are done in C& module only and involvemanaement decision. The customi:ation lin= in P! module is iven for information only. A
P! person should not chane the settins. This applies to all C& settins >hose lin=s are iven in P! part of
#!$ structure.
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Reason for Configuration
During settlement costs incurred under the $rimar and secondar cost elements - a
sender are allocated to one or more receivers. An allocation structure com$rises one or several settlement assignments. An assignment
shows that which costs origin= de-it cost elementsE are to -e settled to which receiver t$e
for eam$le cost center order and so onE.
Iou assign the de-it cost element to a settlement cost element or ou settle - cost
element # that is the de-it cost element itself is the settlement cost element.
3.,* !aintain ;alue Cateories.
!odule P'A(T !A#(T)(A(C)
Section aintenance and service $rocessing
Sub%Sections Basic settings @ Settings for Dis$la of Costs Tran. Code
Confi. Step !aintain ;alue Cateories SPR&
Settings
1alue Categor' Te"t costs
M/T2-3-/L Materials +pares "
24T +231-C2 2"ternal +ervices "
(ote+These settins are strictly done in C& module only and involvemanaement decision.
The customi:ation lin= in P! module is iven for information only. AP! person should not chane the settins.
This applies to all C& settins >hose lin=s are iven in P! part of
#!$ structure.
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Reason for Confiuration
Value categories re$resent grou$s of cost generating items in the order.
Value categories are re8uired to u$date )lant aintenance *nformation Sstem toca$ture the order cost categoricall.
(ote+These settins are strictly done in C& module only and involvemanaement decision. The customi:ation lin= in P! module is iven for information only. A
P! person should not chane the settins.
This applies to all C& settins >hose lin=s are iven in P! part of
#!$ structure.
Reason for Confiuration
This setting is re8uired to $ic; the cost F $ut in correct value categor head to dis$la in
maintenance order and su-se8uentl in the )*S.
3.,, Define notification types.!odule P'A(T !A#(T)(A(C)
Section aintenance and service $rocessing
Sub%Sections aintenance and service Notifications @
Notification creation
Tran. Code
Confi. Step (otification types @ Define notification types SPR&
Detail settins for (otification types+
Settins
:sed eisting standard settings.
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3., Define number ranes for notification types.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and service Notifications @
Notification creation
Tran. Code
Confi. Step (otification types @ Define number ranes #?2
Settins
>rou$ num-er To num-er 5rom 9t) notification
1 ! , + 000010000000 0000""""""""
Reason for Confiuration
The a-ove internal num-er assignment has -een defined for all ) notification t$es to
trac; them se$aratel from notifications of other modules categories.
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3., Assin (otification Types to &rder Types.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and service Notifications @
Notification creation
Tran. Code
Confi. Step (otification types @ Assin (otification Types
to &rder Types
SPR&
Reason for Confiuration
*n this ste$ ou can define which order t$e is generated from which Notification t$e -
selecting create order in the notification header.
Iou can wor; with different notification t$es and order t$es -ut ou can assign a single
order t$e to a single notification t$e in each case.
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3.,/ Catalo maintenance and reportin confiuration.
*ndividual maintenance of code grou$s F codes Catalog director and Changecatalogs F $rofiles for notification t$es.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service Notifications @
Notification Creation @ Notification Content
Tran. Code
Confi. Steps !aintain catalos% )dit catalos *ndividual
maintenance of code grou$s F grou$ codesE
S*1
Display Catalo directory >ith all sub items S*/Define Catalo Profile &(0
Chane Catalos and Catalo Profile for
(otification Type
SPR&
Settins
5or each Notification t$e the following catalog t$es are allowed.
Catalog Short tet 'e word
! Tas; Tas;s
+ causes cause
A Activities )E Activit )
B 6-7ect $arts 6-7ect $art
C 6verview of damage Damage
D Coding Coding
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Reason for Confiuration
Iou can allocate to each ) notification t$e a catalog $rofile for Tas;s Causes
Activities 6-7ect )arts Damage and Coding to get different re$orts and analsis for-rea;downs.
ere these have -een allocated as $er the re8uirement of &'C2.
This involves following activities=
#Transaction JS1=
Iou ma;e code grou$s F grou$ codes individuall for each catalog t$e -eing used.
#Transaction 6JN/=
Iou define catalog $rofiles to -e used decide catalog t$es to -e used in a catalog
$rofile and assign re8uired code grou$s for each catalog t$e individuall.
#Transaction GChange Catalogs and Catalog )rofile for Notification T$eH=
Assign a$$ro$riate catalog $rofile to each notification t$e individuall.
Note=
Transaction JS1 and JS" are also availa-le in SA) 9as Access menu structure and
can -e wor;ed u$on there.
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3.0 Define Priorities.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and service Notifications @ Notification
)rocessing @ Res$onse Time onitoring
Tran. Code
Confi. Step Define Priorities @
Define Priority Types<
Define Priorities for )ach Priority Type
SPR&
Settins
:sed eisting standard settings.
Settins
Reason for Confiuration
To define the $riorities for the notifications and orders.
5or each $riorit t$e $riorities are defined and for each $riorit ou define=
•
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3.02 Assin ob4ect information =ey to notification types.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service Notifications @
Notification )rocessing @ 6-7ect *nformation
Tran. Code
Confi. Step Assin &b4ect #nformation -ey to (otification
Types
SPR&
Settins
Notification T$e 6-7ect *nfo
1 to + )
Reason for Confiuration
The same o-7ect information ;e has -een allocated to all the notification t$es.
Settings can -e done to trigger automatic )6)#:) screen of o-7ect oinformation
regarding e8ui$mentfunctional location.
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3.03 Condition #ndicators for system.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and Service Notifications @
Notification )rocessing @ Condition *ndicator
Tran. Code
Confi. Steps Define System Conditions SPR&
Define &perational )ffects
Settings
System Conditions+ &perational )ffects+Sstem Condition Sstem Condition
tet
9ffect 9ffect tet
1 o$erational @@ 1 No effect
! in limited o$eration @@ ! )roduction restricted
, out of order @@ , )roduction Brea;down
Reason for ConfiurationTo define the $ossi-le sstem conditions and the effects on o$eration.
The sstem condition can -e entered in the notification for three $oints in time=
• Condition -efore malfunction. Condition after malfunction Condition after tas;
Iou can also $rovide this status with a $ercentage availa-ilit of the sstem in the
notification. The settings can -e used as selection and evaluation criteria.
Iou can still define indicators for the effects of a malfunction or tas; on current o$eratinga-ilit.
The eisting standard settings are used for &'C2.
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3.0* unctions and settins for order types @ Confiure order types.
!odule P'A(T !A#(T)(A(C)
Section aintenance and service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Confiure order types &A
Settins
6rder t$e Tet
)01 Brea;down aintenance order
)0! Regular aintenance order
)0, )reventive aintenance order
)0+ Cali-ration order
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Reason for Confiuration
6rder t$es have -een created for -usiness $ur$oses to differentiate -etween different
orders.)01 6rder t$e will -e used in Brea;down maintenanceL )0! will -e used for
Regular aintenance li;e wise.
Different t$es of orders are created for different t$es of -usiness $rocesses and hel$
in analsisre$orting.
3.0, Define number ranes for order types.
!odule P'A(T !A#(T)(A(C)Section aintenance and service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Confiure number ranes &(
Reason for Confiuration
Differentiate num-ers for ) orders from order t$es of other modules.
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3.00 Assin &rder Types to !aintenance Plants.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Assin &rder Types to !aintenance Plants #D
Settins+
Reason for Confiuration
To determine the order t$es allowed for individual $lanning $lants.
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3.0 Create Default ;alue Profiles for )5ternal Procurement.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Create Default ;alue Profiles for )5ternal
Procurement
spro
Settings details'
Settins
:sed eisting standard settings.
Reason for Confiuration
To control eternal $rocessing of order o$erations and )rocurement ccle for which
default )urchase organi?ation )urchasing grou$ >2 account and aterial grou$ are
defined.
The $ro$er Default value $rofile is assigned to each order t$e in the customi?ation.
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3.0 Create default value profiles for $eneral order data.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Create default value profiles for $eneral order
data
spro
Settins
)rofile Descri$tion
0000001 )= Standard $rofile
Reason for Confiuration
*t acts as data entr tool to sim$lif the management of general order o$eration data. The
a-ove $rofile is created to use in all the order t$es.
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3.0/ Default ;alues for Tas= 'ist Data and Profile Assinments.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Default ;alues for Tas= 'ist Data and Profile
Assinments
spro
Settins+
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Reason for Confiuration
To define default value $rofiles for general order data F eternal $rocurement for
different order t$es and for different $lants if re8uired. Additionall settings for tas; list
assignment to order are also defined here.
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3. Settlement Rule+ Define Time and Creation of Distribution Rule.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Settlement Rule+ Define Time and Creation of
Distribution Rule
spro
Settins
6rder t$e Settlement rule time
)01 andator for release
)0! andator for release
)0, andator for release
)0+ andator for release
)0/ andator for release
)04 andator for release
)03 andator for release
Reason for Confiuration
*n this ste$ ou can define for each order t$e the time - which the settlement rule must-e maintained during order $rocessing.
To settle an order a settlement rule must -e defined. This settlement rule is generated -
the sstem -ased on the default value for the distri-ution rule defined in customi?ationL
alternativel it can -e maintained manuall in s$ecial cases if re8uired.
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3.1 Define Proposed Reference Time for Technical Completion.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Define Proposed Reference Time for Technical
Completion
spro
Settins
6rder t$e Reference time
)01 TodaHs date
)0! TodaHs date
)0, Basic start
)0+ Basic finish
)0/ Basic start
)04 TodaHs date
)03 Basic finish
Reason for Confiuration
*n this Customi?ing activit ou define a reference time date M timeE for the technicalcom$letion of the order which is $ro$osed - the sstem at the time of T9C6.
:nder this reference date together with the reference time the sstem stores
com$leted orders from )lant aintenance in the $lant maintenance information sstem
)*SE.
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3.2 Define Default &rder Types for !aintenance #tems.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Define Default &rder Types for !aintenance
#tems
spro
Settings
Planning Plant Planner group 5rder t'pe Default order t'pe te"t
D*ST (All planner groups) PM67 Preventive maint. order
Reason for Confiuration
*n this ste$ ou s$ecif default value of order t$e at $lanning $lant and $lanner grou$
level for the creation of maintenance items for $reventive maintenance $lans.
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3.3 Define (otification% and &rder #nteration.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Define (otification% and &rder #nteration spro
Settins
6rder t$e Notification t$e Notification 2ong tet)01 1
)0!
)0,
)0+
)0/
)04
)03
Reason for Confiuration
This Customi?ing activit is used to define=
• To maintain notification% and order data in one screen. This means that a
notification will -e created automaticall when entering the order directl.
•
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3.* !aintain Default ;alues for Control -eys for &rder Types.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es @ Control 'e
Tran. Code
Confi. Step !aintain Default ;alues for Control -eys for&rder Types
&0
Panning 5rder Te"t Control 8e' Te"t
Plant T'pe
D-+T PM69 Brea8 Do)n Maint. 5rder PM69 Plant Maint. -nternal
D-+T PM6: Preventive Maint. 5rder PM69 Plant Maint. -nternal
D-+T PM67 Miant. 5rder,otification PM69 Plant Maint. -nternal
Reason for Confiuration
To determine which control ;e is $ro$osed in the o$erations of maintenance ordersfor the com-ination maintenance $lanning $lant and order t$e.
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3., ;alid !aintenance activity type to each order type.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es @ aintenance Activit
T$e
Tran. Code
Confi. Steps Define !aintenance Activity Types spro
Assin ;alid !aintenance Activity Types to
!aintenance &rder Types
&,
Default ;alues for !aintenance Activity Type for
)ach &rder Type
&*
Settings
Order
Type
Description Valid Activities Default
Activity
PM69 Brea8do)n Maint.
5rder
667 3epair 667
PM6: Preventive Maintenance5rder
669 -nspection
66: Preventive maintenance
66; +hut Do)n #ob
66:
PM67 Miant.
5rder,otification
669 -nspection
667 3epair
66< 3egular Maintenance
66= -nstall ne) component
66<
PM6> Calibration 5rder 669 -nspection
66> Calibration
66>
Reason for Confiuration
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
5or different t$e of activitiesre$ort analsis.
3.0 Define Chane Docs< Collective Purch. Re8. #ndicator< &peration(o. #nterval.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es
Tran. Code
Confi. Step Define Chane Docs< Collective Purc. Re8.#ndicator< &peration (o. #nterval
&0
Settins+
Reason for Confiuration
To define=
•
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3. Define Documentation for $oods !ovements for the &rder.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es @ >oods ovements for
6rder
Tran. Code
Confi. Step Define Documentation for $oods !ovements forthe &rder
SPR&
Settins
)lant6rderT$e
)urch.6rder
)lanned goodsissue
:n$lanned goodsissue
2ong tet
D*ST )01
D*ST )0!
D*ST )0,
D*ST )0+
D*ST )0/
Reason for Confiuration
To define which t$es of goods movements are documented for each individual ) order.
This function can -e called from order $rocessing in list form.
Iou can determine whether the list contains
• goods recei$ts in res$ect of $urchase orders for the order
• $lanned goods issues for the order
• un$lanned goods issues for the order
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3. Availability Chec= for !aterial< PRTs and Capacities.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 5unctions and
Settings for 6rder T$es @ Availa-ilit Chec; for
aterial )RTs and Ca$acities
Tran. Code
Confi. Steps Define Chec=in Rules SPR&
Define Scope of Chec= &PBB
Define #nspection Control
Settins
:sed eisting standard settings.
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Reason for Confiuration
Define Scope of Chec=+To define the chec; sco$e. Chec;ing grou$ and chec;ing rule together s$ecif the sco$e
of the chec;.Iou can s$ecif the following= which elements relevant to R) inward goodsmovementsoutward goods movementsE are ta;en into account for eam$le $urchasere8uisition $urchase order $lanned orderE
• which stoc; categories are ta;en into account• whether re$lenishment lead time is chec;ed
Define #nspection Control+To define the chec; control. Iou can ma;e the chec;ing rule as well as the actual chec;itself de$endent on the following $arameters=
• $lant
• order t$e• o$eration
The o$eration can have the following characteristics=
o 6rder created Buss. 5unction 1E
o Release order Buss. 5unction !EControl parameters*n addition to this ou can s$ecif whether a $lanned order can -e converted to a
$roduction order using collective conversion in -oth the cases of create and release=
o missing $arts
o missing )RTs or
o insufficient ca$acitActionsDefine the following=
• whether an availa-ilit chec; is to -e carried out when ou create or release anorder
• whether an availa-ilit chec; is to -e carried out when ou save an order that has
-een created or released• what effect a material shortfall is to have on the creation or release of an order
!aintenance orders P!"Service orders CS= The automatic chec; at time 1 createE is not eecuted for maintenance orders.Iou can onl carr out the chec; manuall -efore ou have released ourmaintenance orders.
The automatic chec; at time ! releaseE is eecuted if it is switched on.(otes on capacity availability chec=Iou can determine how an order is released in the case of ca$acit shortfall=
• release determined - user
• release
• no release
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3./ Define Priority Type for &rders.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ >eneral Data Tran. Code
Confi. Step Define Priorities @ Define Priority Type for &rders SPR&
Settins
All the ) order t$es )01 )0! )0, )0+ )0/ )04 and )03 are
assigned to $riorit t$e ) ) $rioritiesE which is also -eing used for ) notifications.
Reason for Confiuration
To assign a $riorit t$e to each order t$e so that ou can select a correct $riorit ran;E
an order warrants while creation of order and -asic start F end dates will -e assigned
automaticall as $er the settings of chosen $riorit.
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3.1 Activate Default ;alue for Current Date as 6asic Date.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ >eneral Data Tran. Code
Confi. Step Activate Default ;alue for Current Date as 6asicDate.
SPR&
Settins
)lanning )lant Default current date
1001
Reason for Confiuration
To define that for which $lanning $lants the current date should -e $ro$osed as -asicdates for the maintenance orders. This has -een given for ease of entering data and isover writa-le in case of future$ast dates need to -e entered.
3.2 Define Default ;alues for 9nits for &peration.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ >eneral Data Tran. Code
Confi. Step Define Default ;alues for 9nits for &peration &/
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
Settins
)lanning $lant Norm.duratn un. :nit tet :nit for wor; :nit tet
1001 R ours R ours
Reason for Confiuration
To s$ecif the default values for units of the duration and the wor; out$ut of maint. 6rdero$erations at $lanning $lant level.
3.3 Assin Partner Determination Procedure to &rder.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ )artner Tran. Code
Confi. Step Define Partner Determination Procedure andPartner unction @ Assin Partner DeterminationProcedure to &rder
&!
Settins
The standard $artner determination $rocedure ) is assigned to all the ) order t$es
used.
Reason for Confiuration
To s$ecif a $artner determination $rocedure for each order t$e.
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3.* !aintain schedulin types.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ Scheduling Tran. Code
Confi. Step !aintain schedulin types &T
Settins
9isting standard settings are used.
3., Set Schedulin Parameters.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ Scheduling Tran. Code
Confi. Step Set Schedulin Parameters &P9
Settings
)lant 6rder T$e )rodScheduler Ad7.dates Scheduling t$e Start in )ast
dasE
Automatic
scheduling
1001 )01 O ! 5orwards in time 00!
1001 )0! O ! 5orwards in time 00!
1001 )0, O ! 5orwards in time 000
1001 )0+ O ! 5orwards in time 00+
? : @ Do not ad#ust basic dates( dep. re&mts to operation dates
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
Reason for Confiuration
To set the following scheduling $arameters for ever maintenance order and for evermaintenance $lant=
• Automatic scheduling
• Dis$la scheduling log automaticall after scheduling
• aimum num-er of das for start in the $ast• Automatic ad7ustment of the startfinish dates
• Shift order indicator
• Scheduling to incor$orate -rea;s -rea;s at the wor; center are ta;en into
account when scheduling is createdE
3.0 Assin &b4ect #nformation -eys to &rder Types.!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 6-7ect
*nformation
Tran. Code
Confi. Step Assin &b4ect #nformation -eys to &rder Types &B
Settins
6rder T$e 6-7ect *nfo
)01 to )03 )
Reason for Confiuration
The same o-7ect information ;e has -een allocated to all the order t$es.
Settings can -e done to trigger automatic )6)#:) screen of o-7ect information regarding
e8ui$mentfunctional location.
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3. Define ield Selection for &rder Eeader Data P!.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 6-7ect
*nformation
Tran. Code
Confi. Step Assin &b4ect #nformation -eys to &rder Types &B
Settins
:sed eisting standard settings.
3. Define ield Selection for &rder &peration.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders Tran. Code
Confi. Step Define ield Selection for Components P! andCS
C!PD<
C!P'
Settins
:sed eisting standard settings.
3./ Define ield Selection for Components.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and Service 6rders Tran. Code
Confi. Step Define ield Selection for Components P! andCS
C!PD<
C!P'
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3./ Define 'ist ;ariants.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessingSub%Sections aintenance and Service 6rders @ 2ist 9diting Tran. Code
Confi. Step Define 'ist ;ariants @
Set 'ist )ditin for &rder Data<
Set 'ist )ditin for &peration Data
?' ?9
Settins9isting standard settings are used.
3./1 ield Selection for !ulti%'evel 'ist Displays of &rders.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ 2ist 9diting Tran. Code
Confi. Step ield Selection for !ulti%'evel 'ist Displays of
&rders
SPR&
Settins
9isting standard settings are used.
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CONFIGURATION DOCUMENT: JKCL-NIMBAHERA MODULE-SAP PM(PLANTMAINTENANCE)
3./2 Define Control Parameters for Completion Confirmations.
!odule P'A(T !A#(T)(A(C)
Section aintenance service $rocessing
Sub%Sections aintenance and Service 6rders @ Com$letion
Confirmations
Tran. Code
Confi. Step Define Control Parameters for Completion
Confirmations
SPR&
Settings
)lant 6rder
T$e
5inal
conf.
)ost
6$en
Resv.
)ro$ose
Dates
)ro$ose
Actvts
Act.
Costs
2og
>oods
movt.
2og
9rror for
incorrect
>oods
movt.
Confirma-le
o$erations
No R
u$date
1001 )01
1001 )0!
1001 )0,
1001 )0+
1001 )0/
1001 )04
1001 )03
Reason fo Configuation
To maintain the control parameters for completion confirmations for maintenance orders. %ou can
set control parameters for each order t'pe and plant. !sing the completion parameters 'ou define
Ahich data is proposed for entr'.
• The severit' )ith )hich inspections should be performed.
• o) the completion confirmation processes are controlled.
3./* #nformation Systems for Plant !aintenance.
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