pm-role maintenance engineer v2 0

BUSINESS PROCESS PROCEDURE Process: Corrective and Preventive Maintenance, Master data

management and Reporting Organization/Area: Maintenance Role Maintenance Engineer

User L1+L2 SAP Version ECC 6.0 Status

Date: Created By: Version: 1.0 Page: 6/1/2009 PM SAP Team – Tata Power 1 of 205

Role: Maintenance Engineer Process: - Corrective and Preventive Maintenance

- Management of plant maintenance master data

- Reporting and Monitoring




Date: Created By: Version: 1.0 Page: 6/1/2009 FICO SAP Team – Tata Power & CG 2 of 205

Table of Contents

0. INTRODUCTION ........................................................................................................................... 4

0.1 PREFACE ...................................................................................................................................... 4 0.2 TYPOGRAPHIC CONVENTIONS ...................................................................................................... 4 0.3 ANNEXURE .................................................................................................................................... 5 0.3.1 ANNEX-I: SAP NAVIGATION ........................................................................................................ 5 0.3.2 ANNEX-II: PM_TRANSACTION TREE............................................................................................ 5 0.3.3 ANNEX-III: PM_ORGANISATIONAL ELEMENT .............................................................................. 5

1. OVERVIEW – PLANT MAINTENANCE...................................................................................... 6

1.1 PM MODULE COMPONENTS: ........................................................................................................ 8 1.2 ORGANIZATIONAL STRUCTURE UNITS: ........................................................................................ 8 1.2.1 MAINTENANCE PLANT: ................................................................................................................ 8 1.2.2 MAINTENANCE PLANNING PLANT: .............................................................................................. 8 1.2.3 WORK CENTER: ........................................................................................................................ 9 1.2.4 PLANNER GROUP: ..................................................................................................................... 9 1.2.5 FUNCTIONAL LOCATION: ........................................................................................................... 9 1.2.6 EQUIPMENT: .............................................................................................................................. 9 1.2.7 BILL OF MATERIALS (BOM): ................................................................................................... 10 1.2.8 MAINTENANCE PLANNING: ....................................................................................................... 10 1.2.9 MAINTENANCE NOTIFICATION: ................................................................................................ 11 1.2.10 MAINTENANCE ORDER: ......................................................................................................... 11 1.3 CORRECTIVE (UNPLANNED) MAINTENANCE: ............................................................................. 13 1.4 PREVENTIVE (PLANNED) MAINTENANCE:................................................................................... 14 1.5 MAINTENANCE HISTORY: ........................................................................................................... 15 1.6 MATERIALS AND SERVICES: ....................................................................................................... 15

2. CORRECTIVE AND PREVENTIVE MAINTENANCE ............................................................. 16

2.1 PROCESS PROCEDURE AND EXERCISES .................................................................................... 20 2.1.1 CREATE NOTIFICATION............................................................................................................ 20 2.1.2 CHANGE/DISPLAY NOTIFICATION ............................................................................................ 32 2.1.3 CREATE MAINTENANCE ORDER .............................................................................................. 39 2.1.3.1 Corrective Maintenance ..................................................................................................... 39 2.1.3.1.1 Create Order without Notification .................................................................................. 39 2.1.3.1.2 Create Order with Notification ....................................................................................... 51 2.1.3.1.3 Create Order for WBS Element..................................................................................... 55 2.1.3.1.4 Change/Display Order .................................................................................................... 66 2.1.3.2 Preventive Maintenance .................................................................................................... 69 2.1.3.2.1 Create Order based on Scheduled Plan ...................................................................... 69 2.1.4 RELEASE ORDER ..................................................................................................................... 71 2.1.5 BOOKING RESOURCES (MATERIAL/PR/PO/SERVICE ENTRY) ................................................ 74 2.1.5.1 Material Component Booking for Stock item ................................................................... 74 2.1.5.2 External Services to Operation (Service Entry) .............................................................. 83




Date: Created By: Version: 1.0 Page: 6/1/2009 FICO SAP Team – Tata Power & CG 3 of 205

2.1.5.2.1 Create service PR through Order .................................................................................. 83 2.1.5.2.2 Release service PR ........................................................................................................ 86 2.1.5.2.3 Display service PR .......................................................................................................... 89 2.1.5.2.4 Create Service PO .......................................................................................................... 91 2.1.5.2.5 Release PO ..................................................................................................................... 94 2.1.5.2.6 Display PO ....................................................................................................................... 96 2.1.5.2.7 Create Service Entry(s) .................................................................................................. 97 2.1.5.2.8 Create Service Entry(s) for AMC Job.......................................................................... 101 2.1.5.2.9 Release (Acceptance) Service Entry Sheet ............................................................... 105 2.1.6 ISSUE MATERIAL AGAINST RESERVATION/PO....................................................................... 108 2.1.7 ORDER CONFIRMATION ......................................................................................................... 112 2.1.7.1 Individual Confirmation .................................................................................................... 112 2.1.7.2 Confirmation Cancellation ............................................................................................... 118 2.1.8 UPDATE MAINTENANCE HISTORY AND TECHNICALLY CLOSING PROCESS ........................... 122 2.1.8.1 Technically Closing Process ........................................................................................... 122 2.1.8.2 Update Maintenance History in Notification .................................................................. 127 2.2 SCHEDULE OVERVIEW LIST...................................................................................................... 131

3. MANAGEMENT OF PLANT MAINTENANCE MASTER DATA ........................................... 132

3.1 MEASURING DOCUMENT .......................................................................................................... 132 3.1.1 CREATE/CHANGE MEASURING POINT ................................................................................... 132 3.1.2 DISPLAY MEASURING POINT ................................................................................................. 135 3.1.3 CREATE/CHANGE MEASURING DOCUMENT .......................................................................... 137 3.1.4 DISPLAY MEASURING DOCUMENT ......................................................................................... 139 3.2 MAINTAIN EQUIPMENT CLASS AND CHARACTERISTICS ........................................................... 141 3.2.1 DEFINE CLASS AND ASSIGN CHARACTERISTICS ................................................................... 141

4. REPORTING AND MONITORING .......................................................................................... 144

4.1.1 REPORT 1: IW29 - LIST MAINTENANCE NOTIFICATION (DISPLAY MODE) ............................. 144 4.1.2 REPORT 2: IW28 - LIST MAINTENANCE NOTIFICATION (EDIT MODE) ................................... 152 4.1.3 REPORT 3: IW39 - LIST MAINTENANCE ORDER (DISPLAY MODE) ........................................ 155 4.1.4 REPORT 4: IW38 - LIST MAINTENANCE ORDER (EDIT MODE) .............................................. 163 4.1.5 REPORT 5: MCI8 - STANDARD ANALYSIS BY COST ANALYSIS ............................................. 167 4.1.6 REPORT 6: MCI1 - STANDARD ANALYSIS BY OBJECT CLASS ............................................... 174 4.1.7 REPORT 7: MCI2 - STANDARD ANALYSIS BY MANUFACTURER ............................................. 175 4.1.8 REPORT 8: MCI3 - STANDARD ANALYSIS BY LOCATIONS ..................................................... 178 4.1.9 REPORT 9: MCI4 - STANDARD ANALYSIS BY PLANNER GROUP............................................ 182 4.1.10 REPORT 10: IH08 - EQUIPMENT STRUCTURAL DISPLAY .................................................... 185 4.1.11 REPORT 11: IH06 - FUNCTIONAL LOCATION STRUCTURAL DISPLAY ................................. 188 4.1.12 REPORT 12: S_ALR_87013432- DISPLAY CONFIRMATIONS ............................................ 190 4.1.13 EXERCISE 13: MCJB- MTTR/MTBR EQUIPMENT .............................................................. 197 4.1.14 REPORT 14: MCJC- MTTR/MTBR FUNCTIONAL LOCATION .............................................. 199 4.1.15 REPORT 15: ZPM_MAINT_INDEX- MAINTENANCE INDEX REPORT .................................. 201 4.1.16 REPORT 17: ZPMLONGTEXT: PM NOTIFICATION LONG TEXT ........................................ 203

5. FAQ ............................................................................................................................................ 205




Date: Created By: Version: 1.0 Page: 6/1/2009 FICO SAP Team – Tata Power 4 of 205

0. Introduction

0.1 Preface • This course is intended to train current and future end users of the SAP R/3 system in the day-to-day

use of the system. It focuses on users who are performing the maintenance process in their role – Role Specific.

The training will be based on the use of a SAP R/3 Release ECC 6.0 system with appropriate settings, screens and a database. The training covers one or more procedures, Customised developments specific to the organisation, related SAP transactions and sub process specific exercise including FAQ and Assessment Criteria. Objectives: At the end of this course, you will be able to: • Use relevant Role based business process operating procedures. • To familiar relevant business process and significance of transaction. • To process maintenance (Corrective and Preventive) with full life cycle • To-Do Exercise for getting good comfort. Set-up of this course: This course consists of walkthroughs, demonstrations and exercises:

• The walkthroughs and demonstrations will be performed by your coach. He or she will demonstrate related SAP transactions specific to your job role.

• The exercises give you an opportunity to test your knowledge and skills on the basis of the

information provided as well as assist in learning to transact in the SAP system as per the users role in the organisation.

0.2 Typographic conventions The following typographic conventions are used in the course material: Italics : Identifies a menu path CAPITALS : Identifies a button 'In quotes' : Identifies a field name

Tips and Tricks : Level : L1 – Basic (New user), L2 – Intermediate (Familiar with SAP and business process &

Reporting) and L3 – Manager (MIS)





0.3 Annexure

0.3.1 Annex-I: SAP Navigation

0.3.2 Annex-II: PM_Transaction Tree

0.3.3 Annex-III: PM_Organisational Element





1. Overview – Plant Maintenance Maintenance is an action required to preserve or to retain the health of equipment. Maintenance plays a decisive role in the Business as it involves spending money, which will take away the revenue. Plant Maintenance comprises the following activities:

• Inspection: All measures which establish the actual condition of a technical system

• Preventive maintenance: All measures which maintain the ideal condition of a technical system

• Corrective Maintenance (Repair): All measures which restore the ideal condition of a technical system

• Other measures taken using the maintenance organization.

It is integrated with other modules (for example, Materials Management, Production, Sales and Distribution, Personnel Management, and Controlling) the data is always kept current and processes that are necessary for Plant Maintenance and Customer Service are automatically triggered in other areas (for example, a purchase requisition for non-stock material in the Materials Management/Purchasing area).





Typical Maintenance Flow Diagram:

Typical Plant Maintenance Process Cycle:





1.1 PM Module Components:

Ø Technical Objects: Function Location, Equipments, Assemblies etc.

Ø Resources: Tools/Machine, Material, Work Center Capacity, Planners etc.

Ø Corrective and Preventive maintenance task: Planned/unplanned task

Ø Maintenance History & Reports: Usage history, Event history, Cost report, Break down reports, MTTR / MTBR, Failure and downtime history

1.2 Organizational Structure Units: Typical organizational structure unit is used for Tata power business as follows:

Business Area (B072...)

ClientPD300

Company Code(P110...)

Plant(s)(FF00)

Location

Controlling Area(TPCL...)

Cost Centers

MaintenancePlanning Plant (P072…)

Planner Group

(M50 U05 MMD BOILER)

Group(PM1)

Function LocationInternall NumberingFL Category

(M-Machine)

EquipmentInternal Numbering

EquipmentCategory

(M -MachineG-Guage)

Notification Type(T1T1 Maint Notification..)

Order Type(TPM1..)

WorkCenterU05MMD..

Task List Type(EQ, GEN)

Task List

1.2.1 Maintenance Plant:

The Maintenance plant of a technical object (equipment) is the plant at which it is installed and maintenance tasks are performed by the work center on the technical objects e.g. P070-Trombay Thermal Power Stat U#7

1.2.2 Maintenance Planning Plant:

The maintenance planning plant of a technical (equipment) objects is the plant in which the tasks are planned and prepared. Maintenance plants, which do not plan their own maintenance tasks, are allocated to the planning plants. Planning is performed for the maintenance plants in the planning plants entered. E.g. P072 - U05 MMD BOILER





1.2.3 Work Center:

Unit where work step is carried out. Each work center has available capacity. Usually a group of people to carry out the job.

1.2.4 Planner Group:

Group of employees responsible for the planning and processing of maintenance task in a particular plant.

1.2.5 Functional Location:

Functional locations are elements of a technical structure (for example, functional units within a system). You create functional locations hierarchically. Each functional location is managed independently in the system, so that you can:

• Manage individual data from a maintenance perspective for the object

• Perform individual maintenance tasks for the object

• Keep a record of the maintenance tasks performed for the object

• Collect and evaluate data over a long period of time for the object

Pieces of equipment can be installed and dismantled at functional locations. The usage times for a piece of equipment at a functional location are documented over the course of time

When to use Functional Locations?

Ø If you want to represent systems or operations structures according to functionality

Ø If maintenance tasks are to be performed for the individual areas of your system

Ø If records are to be kept of the maintenance tasks that are performed for the individual areas of your system

Ø If technical data is to be collected and evaluated over long periods of time for the individual areas of your system

Ø If the costs of maintenance tasks are to be monitored for the individual areas of your system

1.2.6 Equipment:

A piece of equipment is an individual, physical object which is to be maintained independently. It can be installed in a technical system or part of a technical system. Each piece of equipment has separate master record and Individual maintenance history is maintained for each equipment.

Ø The categories of equipment are: Machines, Production Resource Tools, Measuring Equipments etc.

Ø Types of equipment are defined in Tata power business unit like: Pumps, Reactors, Compressors, and Motors etc….

Equipment Classification: Classification of Equipment means to organize according to various criteria and group them together when performing analyses. Example: Equipment – Pump – Rotory pump





Characteristic is used to describe Technical Objects in more detail. With the help of it one can manage technical data that is not contained in the master records of the maintenance objects

When to use Equipment?

§ Individual data is to be managed for the object

§ Maintenance tasks lists are to be performed for the object.

§ A record of the maintenance tasks performed for the object must be kept.

§ Technical data on the object is to be collected and analyzed over a long period of time.

§ The costs of maintenance tasks are to be monitored for the object.

§ Records of usage times at functional locations are required for the object.

1.2.7 Bill Of Materials (BOM):

A complete formally structured list of the components (spares) making up a technical object or assembly.

The list contains: - The object number of each component.

- The quantity and unit of measure of each component.

Use of BOM:

Ø Structure description: Maintenance BOM describes the structure of a technical object or material. Using maintenance BOMs you can specify exactly where maintenance tasks are to be performed on a technical object.

Ø Spares allocation: A maintenance BOM is used in plant maintenance to allocate spares to a technical object or material.

1.2.8 Maintenance Planning:

The most important task in maintenance planning is to ensure the long-term, continued availability of the production plant. Effective preventive maintenance planning will not only prevent system breakdown, but will also reduce unnecessary costs arising from repairs or system replacement and production loss.

Why is PM Planning Required?

It is requirement for:

§ Legal requirements (inspections)

§ Manufacturer’s recommendation

§ Safety Aspects

§ Reducing restart costs

§ Extending asset life cycle





§ Increasing productivity

§ Reducing maintenance costs

Types of Maintenance Planning:

Ø Time based maintenance plans: based maintenance: With time-based maintenance plans, maintenance occurs at specific intervals, for example every two months, every six months, and so on.

Ø Performance based or counter based maintenance plans

Ø Multiple counter based maintenance plans: based maintenance: With counter-based maintenance plans, maintenance occurs when the technical object's counter has reached a certain reading, for example every 100 operating hours.

Scheduling of Maintenance Plans:

Scheduling a Maintenance Plan triggers the system to use the scheduling data specified in maintenance plan in combination with information from any allocated maintenance strategy to calculate the intervals at which the maintenance orders are to be created.

1.2.9 Maintenance Notification:

The purpose of maintenance notification in maintenance processing in the event of a malfunction or exceptional situation to:

• Describe the exceptional technical condition at an object

• Request the maintenance department to perform a necessary task

• Document work that has been performed

Maintenance notifications document maintenance tasks completely, and make them available for analysis in the long term. You can use them for preliminary planning and execution of tasks.

Main notification types:

Malfunction Report: Describes the condition of a maintenance object, in particular, a malfunction.

Activity report: Describes a maintenance activity which has already been performed. A purely technical documentation.

Maintenance request: Requests a maintenance activity/task.

1.2.10 Maintenance Order:

Orders form an important part of the detailed planning of tasks and their accompanying documentation in Plant Maintenance. A technician on site must execute tasks at a technical object. For this, materials, utilities and staff must be planned and costs estimated. The main purpose of maintenance order is:





- For planning the execution of maintenance tasks

- Monitoring of the work progress

- Allocating the cost for the maintenance task

Order Creation Process:

1) Automatic generation of a maintenance order from a -> maintenance plan -> Maintenance order

2) Creation of an order based on a notification -> Maintenance notification -> maintenance order

3) Combination of maintenance notifications to make one maintenance order -> Maintenance notification ……N -> maintenance order

4) Direct creation of an order -> Maintenance order

Information available from Maintenance Order:

• What resources were employed in order to perform a particular maintenance task?

• What costs were incurred by a particular type of maintenance task?

• How much time was needed to perform a particular type of maintenance task?

• How often were particular pieces of equipment or functional locations processed by maintenance tasks?





1.3 Corrective (Unplanned) Maintenance:

System Operations Engineers are located at IVR, CRS, MCC (master Control Center) and SCADA. They monitor the system operations. Whenever there is any abnormality, operations engineer shall create a notification in SAP indicating problem details. Maintenance engineer shall take necessary corrective action. He will arrange for resources (material, manpower & contract services). He will take necessary line clear permit.

Services

FI-CO Interface

Equipment Failure/Repair/improvement

Identification of failure/repair activityAnd Create Notification in Sysetm

qMaintenance material group review notification details qCreate work order based on notification type

MM InterfaceMobilization of equipment for Services

Identification of Materials required based on maintenance type

Carryout maintenance service job

Certification of maintenance job

Spares Available?

Replacement & Carry out maintenance job

Purchase Req.Acct. Assign : Order

PO by Maintenance Material Co-ordinator

Materials receipt from other location/Vendor

Updating of Maintenance History

Technically Confirmation of Notification and work Order

Settlement and closer work order

PM-MM –

FI-CO Interface

Order Print out for Execution (Equipment/location/type of work/work centre)





1.4 Preventive (Planned) Maintenance:

All equipment, which are identified for scheduled maintenance would have a maintenance schedule either calendar-based or counter-based for monitoring the health of the equipment. The frequency of the maintenance would be finalised upon the maintenance planner recommendations or established Tata Power experience. The annual quantity requirement of services would be known. A framework order for services would be created on the maintenance contractor. Service entry would be carried out against these documents. Relevant Maintenance work Order would be the cost receiver for this expenditure.

FI-CO Interface

ServicesMM Interface

Maintenance group review each order Assign a person for realization

Mobilization of equipment for Services

Identification of Materials required based on type of planned maintenance

Carryout maintenance service job

Certification of maintenance job

Spares Available?

Replacement & Carry out maintenance job

Purchase Req.Acct. Assign : Order

PO by Maintenance Material Co-ordinator

Materials receipt from other location/Vendor

Updating of Maintenance History

Technically Confirmation of work Order

Settlement and closer work order

PM-MM –

FI-CO Interface

Order Print out for Execution (Equipment/location/type of work/work centre)

Preventive Maintenance Plan set up in SAP by Calendar Create Schedule

Order in SAP

Maintenance Planning1

2 3

4

5





1.5 Maintenance History:

Whenever any abnormality / fault is rectified during the unplanned / Breakdown maintenance or a corrective action is taken during the scheduled / planned maintenance, equipment history would be captured in SAP by creating notifications. Appropriate codes for the failure and the corrective actions taken will be available. This would form a data repository for statistical reporting and future troubleshooting.

1. Notification History:

Ø Enables user to answer following questions:

o At which location or equipment was a particular problem established in recent years?

o What were the causes of a particular damage?

o How long was the downtime for particular problems?

o What actions were performed to rectify the problem?

2. Order History:

Ø Enables user to answer following questions

o What resources were employed in order to perform a particular maintenance task?

o What costs were incurred by a particular type of maintenance task?

o How much time was needed to perform a particular type of maintenance task?

o How often were a particular equipment or functional location processed by

o Maintenance tasks?

3. Typical Standard Reports:

§ Break Down Reports: Ledger of all Break Downs

§ Damage analysis: All damages and Causes for the same, action taken

§ Planner Group Analysis: Planner Group wise cost , damage, order reports

1.6 Materials and Services: Resources required for carrying out the maintenance jobs would be sourced through Maintenance order. Reservation will be automatically created, based upon material requirement indicated by maintenance engineer on PM Order for the materials input in the Maintenance order for the concerned job and will be issued against the order. Services requirements, most of which are expected to be covered by agreements / framework orders, will also be sourced against the Maintenance order. PR will be automatically created for services input (wherever framework orders are absent) in the Maintenance order.





2. Corrective and Preventive Maintenance

Corrective Maintenance (Order Type - TPM 1) The Plant Maintenance (PM) application component supports the planning, processing and settlement of maintenance tasks for the entire maintenance area The processing of corrective (unplanned) maintenance tasks can be divided into the following major steps:

1. You report a malfunction or a problem at a technical system or part of a technical system, or describe the condition of the technical system, and create a maintenance notification for this.

2. You use the maintenance notification to request a maintenance task.

3. You create a maintenance order and plan the work that is to be performed.

4. You release the maintenance order.

5. Book the resources

6. You perform the order.

7. You complete the order, and confirm it as being completed.

8. You enter technical information in the order, such as findings, causes, breakdown times and activities.

9. You close the order and the maintenance notification, and the system saves the relevant data for evaluations and for the planning of future maintenance activities.

System Operations Engineers are located at IVR, CRS, MCC (master Control Center) and SCADA. They monitor the system operations. Whenever there is any abnormality, operations engineer shall create a notification in SAP indicating problem details. Maintenance engineer shall take necessary corrective action. He will arrange for resources (material, manpower & contract services). He will take necessary line clear permit.

Process Flow:





Preventive Maintenance (Order Type - TPM 2) The processing of preventive (planned) maintenance tasks can be divided into the following major steps:

1. Create Order as per scheduled maintenance planning







All equipment, which are identified for scheduled maintenance would have a maintenance schedule either calendar-based or counter-based for monitoring the health of the equipment. The frequency of the maintenance would be finalized upon the maintenance planner recommendations or established Tata Power experience. The annual quantity requirement of services would be known. A framework order for services would be created on the maintenance contractor. Service entry would be carried out against these documents. Relevant Maintenance work Order would be the cost receiver for this expenditure. Process Flow:





Preventive Maintenance ( Order Type TPM2 )

Start

Order created by system as per scheduled plan (CRTD)

Identification of Materials required

based on maintenance type

Internal Manpower (Operation)Attach General Task List / Give operations(IW32)

Material (Components)Select from BOM/ Search by drill down (plant specific). (IW32)

External Services (Operation)Control Key - PM03Create Service PR (IW32), ME21N

Carry out Service Maintenance Job

Ext. Services Confirmation through Service Entry Sheet giving ref of Maint order (ZML81N)

Spares Available?

Create Purchase Req.Acct. Assign : Order (IW32, ME51N)

Release PR (ME54)

Create Purchase Order (PO) based on PR (ME21N)

Release PO (ME28)

Booked Material (IW32)

Print the Material requisition. Goods Posting through MM By Stores (MIGO_GI)

Material Receipt from Verious vendor (MIGO)

Carry out maintenance job and update maintenance history in notification and order (IW22, IW32)

Technically Confirmation of Notification: NOCO Closed notification: CLSD (IW22)

Technical Closure by Maintaining Settlement Rule against the Cost Centre (IW32), Status: TECO

Operation ConfirmationFor Internal Man power (IW41)Status: CNF

Technical Closure by Maintaining Settlement Rule against the Cost Centre (IW32), Status: TECO

Actual Settlement for the current period & financial year (KO88)

Business Closure (IW32)Status: CLSD

End

Services MM Interface

FI/CO Interface

Create General Task List (IA05)

Create Strategy Maintenance Plan and attach the Task ListIP42

Schedule the Maintenance Plan so that the Maintenance Orders are created on specified dates IP10

- Deadline Monitoring of Scheduled Plan (IP30)- Schedule Overview List (IP24)

Maintenance Planning

Assignment of fund Center to Work Order and Release Work Order (IW32). Status: REL





2.1 Process Procedure and exercises

2.1.1 Create Notification Overview: An internal problem or maintenance request needs to be logged for problem reporting and technical resolution. This document describes how to create a PM notification for any notification type. A notification is used to capture technical information and assign tasks that do not involve the tracking of costs. The user can create a maintenance order or a quality notification from the PM notification. Input – Required Fields Field Value/Comments Notification Type Customer Notification Type T1 : Maintenance Notification

Output - Results Comments Creation of a notification Pl see all notification details in ‘Display PM Notification', to verify this result.

T-code: IW21 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Notification > Create

(general) Step -1: On screen “Create PM Notification: Initial”, enter information in the fields as specified in

the table below and Press Enter: Field Name Description User Action and Values Notification Type Notification type Enter a notification type:

T1 – Maintenance Notification





It is possible to convert the notification into an order from this screen. Click on the create order button. A window pops up where the order type, planning plant, business area, and the main work center needs to be entered. Once this information is entered, it will take you to create order (incl. Notification) central header screen. It is necessary to enter the equipment & functional location fields to obtain the O&M expenses on them.

Step-2: Create PM Notification: Maint Notification screen: Enter the following information as below table: Field Name Description User Action and Values Notification description Notification description Enter notification description. You can write details defect text in

long text icon. Pencil Icon takes you to long text page.

Equipment Enter equipment Enter equipment no on where you want to create notification. FunctLocation Functional Location number for which the

notification refers Enter a functional location number, if known. It Can be determined from the equipment

Planner Group Planner Group Enter respective Planner Group Mint Work Center Maintenance work Center Enter Maintenance work center Reported By Person who reported request/problem Enter the last name of the person who reported the problem/request. Required start date Required start date Enter start date of work. You can overwrite the required start

date on defaulted system date Priority Priority Mention priority of work Breakdown Breakdown Indicator If equipment get breakdown then activate flag on breakdown

indicator.

Enter T1 for Notification Type





Work Center to be entered in “Reported by” fieldPerson responsible is attached by Planner/HOD while releasing. If notification relates to malfunction activity then breakdown indicator need to be maintained. Based on this MTTR/MTTB report gets generated effectively .

Step-2: in Create PM Notification: Miant Notification – Item & Activities tab:

By clicking on pencil you can write down notification details

Select the Equipment by using drill down

MC01 is by default. For other choices use the drill down by erasing the existing codes

Enter planner group, maint work center, reported by for the plant P094

Required start date and Priority. Use drill down facility for getting priority details.





Overview of all items of the notification. This includes cause codes, damage codes, object codes, free texts for cause and damage, assembly fields for each item, etc. Any activities performed for each item should be entered here. Maintain object part, Damage code and Cause code if any found. This is very useful to get report failure object analysis

Activities Tab: Overview of all the activities performed on the notification at the header level. This includes dates and times of the activities and activity codes and text.





Step-3: Maintain Malfunction start date and time

Detailed information regarding the malfunction, such as start date and time of the malfunction of the reference object, can be entered in this tab. The malfunction can also





be marked as a breakdown. The breakdown duration can be recorded here. This information is later used for reporting (i.e., mean time between failure and number of breakdowns, etc.)

Step -4: It contains location information of the reference object. It also contains information regarding the

account assignment.

Step-5: Save the notification (Ctrl + S). Message will be displayed confirming that the notification has

been saved and will display system assigned notification number. Notification Status: OSNO





Also you can create notification from order. Sometime happens if direct order created on an urgent basis to perform maintenance job without notification and there is need to maintain maintenance history details in notification then you can create notification through order. Through order, can cerate multi notification but you can create only one order through notification.

Step-1: go to change order transaction. Enter order no and press on enter

This Notification generated by SAP System use all the future references & use.





Click here to cerate notification





Ø Now you are in notification screen. Maintain all notification details and came to order and save.

Notification no is generated after saving the order with message: Order XXXXX created with Notification





You can see no of notification created/assigned to order in Change order screen: objects tab





2.1.2 Change/Display Notification Overview: Internal customer requires changes to an existing PM notification. This document describes how to change an existing PM notification, as well as to set the deletion flag on the notification. Use This Transaction to Assign Work Center, Person Responsible to Notification. Also use this transaction to Change the Status of Notification ( Put Notification IN PROCESS, CLOSE) and to Assign Item Codes and Activities to Notification Input – Required Fields Field Value/Comments Notification number Data to be changed / entered Output - Results Comments Updated PM notification Refer to Business Procedure document ‘Display PM Notification’ to verify changes.

If you do not have the PM notification number, you can use the search function. The most flexible method to search is via "PM notifications by notification list" (Transaction IW29) in which you can any find any information on the notification. To search for PM notifications exclusively, be sure to enter notification type T1 in Search Criterion.

you need to select one or a group of notifications, click on the pull down menu. It will

take you to “Display notifications: Selection of Notifications screen”. In the Notification status field if one or more fields are selected, (E.g. Outstanding, Postponed, In Process) this will help to narrow down the search.

Be sure the search dates are correct. If you do not find the notification, change the search dates.

It is possible to convert the notification into an order from this screen. Click on create order button. A window pops up where the order type, planning plant, business area, and the main work center needs to be entered. Once this information is entered, it will take you to create order (incl. Notification) central header screen.

The activity data entry area can appear either as a section header or a tab strip depending on the configuration of the notification type.

T-Code: IW22 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Notification > Change Step-1: On screen “Change PM Notification: Initial”, enter information in the fields as specified in

the table below:

Field Name Description User Action and Values Notification Number of the notification to be changed /

updated Enter the notification number and Enter





Step-2: On screen “Change PM Notification: Malfunction Report (or Maintenance Request or

Activity Report”, change information in the fields as specified in the table below based on requirement basis:

Field Name Description User Action and Values

Status Key which records the condition of the notification or the execution of a function for the notification

The system will default this information. (System defaults the values. OSNO = Outstanding Notification)

Subject Code Classify the Notification Enter proper Subject Code from Drop down List Main Work Center

Work center responsible for the completion of the maintenance tasks

Enter a main work center (Can be automatically determined from the reference object)

Person Respons.

Individual personnel number responsible for the maintenance tasks

Enter a person responsible

Reported By Person who reported request/problem Enter the person who reported the problem Object Part Code of standard part for which the notification refers Enter the object part Damage Code for damage description Enter the damage code from the pull down selection Text Free text for damage description Enter a description Cause Code Code for cause of damage description Enter a cause code from the pull down selection Cause Text Free text for cause of damage description Enter the cause text Activity item Number of the item entered in the notification Code Group Group of activity codes Defaulted when an activity code is selected. Activity Code Code for standard activities Choose an activity code that represent s the activity

performed. Activity Text Free form text for an activity performed Enter a text if no code fits the activity performed. LT Long text for the activity Enter a text for the activity Start Date Start Date of the activity Enter the start date of the activity End Date End date of the activity Enter the end date of the activity

Step-3: Put Notification In Process, meaning that Action has started on the Notification and assign person responsible name who you wanted to be performed this activity.

Enter the Notification number & execute





Notification status: NOPR





After updating the details, save the notification:





If you want to set deletion flag on notification because notification is no more use in future or by mistaken created notification then set deletion flag.

Status maintained: DLFL





To see notification details. Pl refer Transaction: IW23 (Notification Display). Enter notification number and click on execute.





2.1.3 Create Maintenance Order 2.1.3.1 Corrective Maintenance 2.1.3.1.1 Create Order without Notification Overview: Internal work hours and costs need to be captured and transferred to other cost objects for maintenance / service work. Billable hours and costs need to be captured and billed to customers, as well as transferred to other cost objects, for service work. A detailed work planning document which holds details on resources, components, costs, and labor required to complete specific maintenance / service work. It can be created with or without a notification. The costs are settled to other cost objects, such as cost centers, WBS elements, internal orders, fixed assets Input – Required Fields Field Value/Comments Order type The order types for maintenance, to be used at Tata Power, are TPM01

(Maintenance order), TPM02 (Regular maintenance order). Planning Plant Maintenance / service tasks are planned and executed. Main work center Responsible for completion of the maintenance / service tasks. Control Key Determines which business transactions should be executed for the object that

belongs to the task list or order (for example scheduling or costing

Activity Type Key which uniquely identifies the maintenance activity type such as TM1, TM2

Output - Results Comments Creation of a PM Order Refer to Business Process Procedure ‘Display PM Order' to verify this result

You can cerate order by using similar requirement reference order. This will help us to reduce time for updating entry in order.

T-code: IW31 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Order > Create (general)





Step-1: in create order: initial screen – enter the following information and enter

Field Name Description User Action and Values Order Type Order type Enter an order type Priority Priority of the PM/CS order Enter a priority, if needed. This will drive the dates of the PM/CS order FunctLoc. Functional Location number for which

the PM/CS order refers Enter a functional location, if known. Can be determined from the equipment. If order to be created on only function location then entry of equipment is not required.

Equipment Equipment number for which the PM/CS order refers (reference object)

Enter an equipment number, if known

Plng plant Maintenance planning plant in which maintenance / service tasks are planned and executed

If no reference object was entered, enter a maintenance planning plant. It can be determined from reference object

Bus. Area Business area (FI) Enter a business area. Used when FI activates Business area. Can be determined from ref. Obj.

Reference Section Header Order Existing PM/CS order number to be

copied If copying an existing PM/CS order, enter the Order number

Double click to get the create order screen. This is while creating order directly with out Notification reference.





Ø After enter, system gives previous order history of technical object (function location/Equipment).

Click OK for the object information. This is indicating the last 3 orders/notifications which exist on the equipment.





Step-2: On screen “Create Maintenance Order: Central Header”, enter information in the fields

as specified in the table below (fields will vary depending on order type selected):

Field Name Description User Action and Values Order (short text)

Description of the PM/CS order Enter a short text for the order. By clicking on pen function you can write long text.

PMAct Type Maintenance Activity type indicating the type of work being performed

Defaults according to the order type

SystCond. Condition of the equipment or functional location at time the maintenance / service tasks must be performed

Select system conditions from the drop down menu.

Person Responsible

Section Header Data of order

PlannerGrp Group responsible for planning the tasks on the PM/CS order within the planning plant

Enter a planner group within the maintenance plant. It can default from the ref. Object. If order created without object then you have to enter this details

Mn.wk.ctr Main work center responsible for the completion of the maintenance / service tasks

Enter a main work center. It can default from the ref. Object

Person res… Individual personnel number responsible for the maintenance / service tasks

Enter a personnel number

Dates Section Header Data of order Bas. Start Start date of the PM/CS order If forward scheduling is set, enter a start date on defaults to current

date. Backward scheduling will calculate the start date.

Priority Priority of the PM/CS order Enter a priority, if needed This will drive the dates of the PM/CS order.

Basic. Finish Finish date of the PM/CS order If backward scheduling is set, enter a finish date on defaults to current date. Forward scheduling will calculate the end date

Revision Period of time where a plant is temporarily shut down for maintenance / service tasks

Select the revision from the drop down menu.

Reference Object

Section Header Data

FunctLoc. Functional Location number for which the PM/CS order refers

Enter a functional location, if known Can be determined from the equipment



First Operation

Section HeaderData

Operation Short text of the operation Short text of the order will default if no short text is entered CCKey Calculation key for duration, number of

people or operation duration Select the calculation key from the drop down menu. Defaulted based on configuration settings

WkCtr/Plnt Work center responsible for the maintenance / service operation

Defaults from the Main work center entered on the header

Ctrl Key Control key for the operation Defaults from the work center. Standards for PM are PM01 (internal), PM02 (external), PM03 (external services) & PM05 (internal services). Standards for SM are SM01 (internal), SM02 (external) & SM03 (external services). It can be changed if needed

Comp. Component allocation indicator Set by the system when a component is allocated to the operation Work durtn Total duration of the operation Enter the total duration of the operation

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

Number Number of persons to perform the operation Enter the number of persons, or leave blank (system will default 1) If calculation key is set to determine the work duration, leave blank

Oprtn dur. Actual duration of the operation based on number of persons

Enter the duration of the operation or leave blank. If calculation key is set to determine the work duration, leave blank

Person. No Individual personnel number responsible for the maintenance / service tasks






Step-2: Assign the fund to order

Ø Select GOTO Ø Select ASSIGNMENTS Ø Select FUNDS MANAGEMENT Ø Enter

Click here for long text

Pl note: Account assignment has to be done before further proceeding with the creation of the order. Planner , work centre, person responsible Basic Start & Finish dates are mandatory to enter.





Step-2: On screen “Create Maintenance Order: Operation Overview”, enter information in the

fields as specified in the table below and go to next tab: Component.

Field Name Description User Action and Values OpAc Number of the operation The system numbers is defaulted based on configuration settings SOp Sub-operation number For the sub-operation line, change the operation field to the operation

Enter Fund Centre code while assigning the fund in the mandatory field as shown





number in which the sub-operation refers. Enter a sub-operation number. Work ctr Work center responsible for the

maintenance / service operation Defaults from the Main work center entered on the header

Control key Control key for the operation Defaults from the work center. Standards for PM are PM01 (internal), PM02 (external), PM03 (external services) & PM05 (internal services). Standards for SM are SM01 (internal), SM02 (external) & SM03 (external services). It can be changed if needed

System condition

Operating Condition of the equipment or functional location at time the maintenance / service tasks must be performed

Select the operating condition from the drop down menu.

Short Text Short text of the operation Enter short text of the operation. Work Total duration of the operation Enter the total duration of the operation


Un Unit of measure for the work duration Defaults according to configuration settings (usually H) Number Number of persons to perform the

operation Enter the number of persons, or leave blank (system will default 1) If calculation key is set to determine the work duration, leave blank

Durat Actual duration of the operation based on number of persons

Enter the duration of the operation If calculation key is set to determine the work duration, leave blank

Un Unit of measure for the work duration Defaults according to configuration settings (usually H) CcKey Calculation key for duration, capacity,

number of people or operation duration Defaults based on configuration settings

Actyp Activity type or internal cost rate for the operation

Defaults from the work center It can be changed if needed. Not the same as PM Activity Type.

Step-3: Assign maintenance task list to operation level. General, Equipment, and Functional

location task lists are present in the system for selection.

For TASK List assignment: Ø Select EXTRAS Ø TASK list selection Ø General task list Ø Press ENTER

You can enter here operation activity (internal/external)





Ø Enter on no to delete operation.





Choose the right task list from the list of task lists & click the green tick





2.1.3.1.2 Create Order with Notification T-code: IW22 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Notification > Change You can create order based on notification. All updated master parameter in notification is get defaulted in order. You can cerate order while creating notification (IW21) also. Step -1: enter notification no and enter





Click here to crate order Or go to maintenance notification> Order > Create > Direct





Step-2: The other steps like to maintain operation, FM assignment and assign task list to operation is

same as defined in above exercise. Maintain it and save.





Notification status is: NOPR ORAS (Notification in Process Order assigned).





2.1.3.1.3 Create Order for WBS Element

The order creation procedure exactly is same as defined in process create order without notification. The only difference here is instead of maintaining technical object reference (equipment/Function location), we need to maintain WBS element in Order: Location tab details. Order type: TPM3 (Capital budget order). Cost settlement procedure is done against WBS element.

T-code: IW31 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Order > Create (general) Step-1: in create order: initial screen – enter the following information and enter

Field Name Description User Action and Values Order Type Order type Enter an order type Priority Priority of the PM/CS order Enter a priority, if needed. This will drive the dates of the PM/CS order Plng plant Maintenance planning plant in which

maintenance / service tasks are planned and executed

If no reference object was entered, enter a maintenance planning plant. It can be determined from reference object

Bus. Area Business area (FI) Enter a business area. Used when FI activates Business area. Can be determined from ref. Obj.

Reference Section Header Order Existing PM/CS order number to be

copied If copying an existing PM/CS order, enter the Order number





Ø After enter, system gives previous order existed history of of WBS element Click OK for the

object information. This is indicating the last 3 orders/notifications which exist on the equipment.

Step-2: On screen “Create Maintenance Order: Central Header”, enter information in the fields

as specified in the table below (fields will vary depending on order type selected):

Field Name Description User Action and Values Order (short text)

Description of the PM/CS order Enter a short text for the order. By clicking on pen function you can write long text.

PMAct Type Maintenance Activity type indicating the type of work being performed

Defaults according to the order type

SystCond. Condition of the equipment or functional location at time the maintenance / service tasks must be performed

Select system conditions from the drop down menu.

Person Responsible

Section Header Data of order

PlannerGrp Group responsible for planning the tasks on the PM/CS order within the planning plant

Enter a planner group within the maintenance plant. It can default from the ref. Object. If order created without object then you have to enter this details

Mn.wk.ctr Main work center responsible for the completion of the maintenance / service tasks

Enter a main work center. It can default from the ref. Object

Person res… Individual personnel number responsible for the maintenance / service tasks


Dates Section Header Data of order Bas. Start Start date of the PM/CS order If forward scheduling is set, enter a start date on defaults to current

date. Backward scheduling will calculate the start date.

Priority Priority of the PM/CS order Enter a priority, if needed This will drive the dates of the PM/CS order.

Basic. Finish Finish date of the PM/CS order If backward scheduling is set, enter a finish date on defaults to current





date. Forward scheduling will calculate the end date

Revision Period of time where a plant is temporarily shut down for maintenance / service tasks

Select the revision from the drop down menu.

Reference Object

Section Header Data

FunctLoc. Functional Location number for which the PM/CS order refers

Enter a functional location, if known Can be determined from the equipment



First Operation

Section HeaderData

Operation Short text of the operation Short text of the order will default if no short text is entered CCKey Calculation key for duration, number of

people or operation duration Select the calculation key from the drop down menu. Defaulted based on configuration settings

WkCtr/Plnt Work center responsible for the maintenance / service operation

Defaults from the Main work center entered on the header

Ctrl Key Control key for the operation Defaults from the work center. Standards for PM are PM01 (internal), PM02 (external), PM03 (external services) & PM05 (internal services). Standards for SM are SM01 (internal), SM02 (external) & SM03 (external services). It can be changed if needed

Comp. Component allocation indicator Set by the system when a component is allocated to the operation Work durtn Total duration of the operation Enter the total duration of the operation


Number Number of persons to perform the operation Enter the number of persons, or leave blank (system will default 1) If calculation key is set to determine the work duration, leave blank

Oprtn dur. Actual duration of the operation based on number of persons

Enter the duration of the operation or leave blank. If calculation key is set to determine the work duration, leave blank

Person. No Individual personnel number responsible for the maintenance / service tasks






Step-2: Assign the fund to order

Ø Select GOTO Ø Select ASSIGNMENTS Ø Select FUNDS MANAGEMENT Ø Enter





Step-2: On screen “Create Maintenance Order: Operation Overview”, enter information in the

fields as specified in the table below and go to next tab: Component.

Field Name Description User Action and Values OpAc Number of the operation The system numbers is defaulted based on configuration settings SOp Sub-operation number For the sub-operation line, change the operation field to the operation

number in which the sub-operation refers. Enter a sub-operation number. Work ctr Work center responsible for the

maintenance / service operation Defaults from the Main work center entered on the header

Control key Control key for the operation Defaults from the work center. Standards for PM are PM01 (internal), PM02 (external), PM03 (external services) & PM05 (internal services). Standards for SM are SM01 (internal), SM02 (external) & SM03 (external services). It can be changed if needed

System condition

Operating Condition of the equipment or functional location at time the maintenance / service tasks must be performed

Select the operating condition from the drop down menu.

Short Text Short text of the operation Enter short text of the operation. Work Total duration of the operation Enter the total duration of the operation


Un Unit of measure for the work duration Defaults according to configuration settings (usually H) Number Number of persons to perform the

operation Enter the number of persons, or leave blank (system will default 1) If calculation key is set to determine the work duration, leave blank

Durat Actual duration of the operation based on number of persons

Enter the duration of the operation If calculation key is set to determine the work duration, leave blank

Un Unit of measure for the work duration Defaults according to configuration settings (usually H) CcKey Calculation key for duration, capacity,

number of people or operation duration Defaults based on configuration settings

Actyp Activity type or internal cost rate for the operation

Defaults from the work center It can be changed if needed. Not the same as PM Activity Type.





Step-3: Assign maintenance task list to operation level. General, Equipment, and Functional

location task lists are present in the system for selection.

For TASK List assignment: Ø Select EXTRAS Ø TASK list selection Ø General task list Ø Press ENTER





Ø Enter on no to delete operation.





Step-4: Go to order: location tab and maintain WBS element in account assignment details.





2.1.3.1.4 Change/Display Order Overview: Requirement to display data from a previous maintenance order created /or changed. This document describes the procedure required to display a PM order. As a display function, this is for informational use only. This transaction is used: – To Change or modify the Data entered During Order Creation, Such as Operations related

Change, Entering additional Components. To add external services & create PR

- To Change the Status Of Order, Such as Release Order (REL), Technically Close Order (TECO), Close the Order (CLSD)

Input – Required Fields Field Value/Comments Order number Enter the order number to be displayed. Output - Results Comments Display of a PM/CS order No update available.

If you do not have the PM order number, you can use the search function. The most flexible method to search is via "PM orders by order list" (IW39) in which you can access any information found on the order. To search for specific order types, enter the order types in the search criteria, for example, TPM1 to TPM3

T-Code: IW33 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Order > Display Step-1: On screen “Display Order: Initial Screen”, enter information in the fields as specified in the table

below:

Field Name Description User Action and Values Comments

Order Number of the PM/CS order Enter a PM/CS order number and press on enter key





Ø Header data information:

Ø Operational Data information: (similarly you can see all tab details like component, cost,

notification etc.





2.1.3.2 Preventive Maintenance 2.1.3.2.1 Create Order based on Scheduled Plan

All equipment, which are identified for scheduled maintenance would have a maintenance schedule either calendar-based or counter-based for monitoring the health of the equipment. The frequency of the maintenance would be finalized upon the maintenance planner recommendations or established Tata Power experience. The annual quantity requirement of services would be known. A framework order for services would be created on the maintenance contractor. Service entry would be carried out against these documents. Relevant Maintenance work Order would be the cost receiver for this expenditure. As per scheduled plan, a preventive maintenance order created by system. All scheduled order list should get display by planning team and release order for execution. The major steps of scheduled order are:

1. Create Order as per scheduled maintenance planning (By System)







Pl note: creation of scheduled order program has been defined in maintenance planning document.

The view of scheduled order (TPM2) created by system is as follows:

Input – Required Fields Field Value/Comments Order number Enter the order number to be displayed. Output - Results Comments Display of a PM/CS order No update available. T-Code: IW32 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Order > Change





Step-1: On screen “Change Order: Initial Screen”, enter information in the fields as specified in the table below:







2.1.4 Release Order Order should get released before material booking. Material can get booked in order without release of order but material can not issued without release of order. Input – Required Fields Field Value/Comments Order number Enter the order number to be displayed in change mode Output - Results Comments PM order released T-Code: IW32 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Order > Change Step-1: On screen “Change Order: Initial Screen”, enter information in the fields as specified in the table

below:







For release order: click on release function icon Or go to Order > Function > Release.





2.1.5 Booking Resources (Material/PR/PO/Service Entry)

Resources required for carrying out the maintenance jobs would be sourced through Maintenance order. Reservation will be automatically created, based upon material requirement indicated by maintenance engineer on PM Order for the materials input in the Maintenance order for the concerned job and will be issued against the order. Services requirements, most of which are expected to be covered by agreements / framework orders, will also be sourced against the Maintenance order. PR will be automatically created for services input (wherever framework orders are absent) in the Maintenance order.

2.1.5.1 Material Component Booking for Stock item Input – Required Fields Field Value/Comments Order number Enter the order number to be displayed in change mode Output - Results Comments Maintenance order booked with material T-Code: IW32 Menu Path: Logistics > Plant Maintenance > Maintenance Processing > Order > Change Step-1: On screen “Change Maintenance Order: Component Overview”, enter information in the fields as

specified in the table below:

Field Name Description User Action and Values Item Number of the component / material allocated to

the PM Order System defaults an item number

Component Material number of the component / material allocated to the PM order

Enter the material number, if known Leave blank if a general item will be entered and the purchasing dept. determines the mat. No.

Description Description of the component / material allocated to the PM order

Defaults from the material master If a general item is being allocated, enter short text

Reqmnt qty Quantity of the component / material being allocated to the PM/CS order

Enter the number of materials being allocated

UM Unit of measure for the requirement quantity Defaults from the material master

IC Item category of the component / material being allocated

Enter L for stock item, N for non-stock item Can default based on planning plant

SLoc Storage location of the component / material Enter the storage location (optional) Plnt Plant of the component / material being

allocated Enter the plant

OpAc Operation to which the component / material is being allocated

Enter the operation number

Recipient Free text field for the receiver of the material or service

Enter the recipient’s name

Res./ Purc. Req.

Material Reservation relevance or generation of purchase requisition

Select from the drop down menu





Step-2: enter material no by selecting material no or material short description for selected plant.

Select the Components Tab to enter from the BOM or individual material code. For BOM click icon LIST





Ø Assign operation to booked material from operation list





Ø Similarly, can book material per operation level to perform job.

Step 3: The components needed for the PM order can be selected from a Bill of Materials list. The

information copied from the BOM can be changed as needed.





Select here for material list and enter operation





Step 4: you can check booked material on line by selecting option material availability (overall)

Material appeared from material list





Step 5: you can see material reservation number.

Click here to see material reservation number





2.1.5.2 External Services to Operation (Service Entry) If maintenance activity to be performed by external agency i.e maintenance operation can not be dobe by internal sources. Then cerate service entry against operation activity. The service cost gets booked in order as service cost. 2.1.5.2.1 Create service PR through Order

T-Code: IW32

Input – Required Fields Field Value/Comments Maintenance order no Enter external service control key PM03 for external services Output - Results Comments Service PR created Step-1: In change order: Operation overview screen maintain control key PM03-External service to

operation where activity to be performed by externally and enter

Step-1: for external process maintain following filed as given table as below and enter.






Material group Material group Enter material group :SER_Misc Purch. Group Purchasing group Select purchasing group related to area Requisitioner Requisitioner Maintain requisitionor name Vendor Vendor no Maintain vendor number Tracking no Tracking no Maintain tracking no for identification

Step-3: select external operation and click on external function icon





Step-4: maintain external service description details, quantity, unit and gross price details and save the order.





2.1.5.2.2 Release service PR T-code: ME54

Step-1: Enter service purchase requisition no of order and release code and release PR.





Step-2: select item line and click on release and save. Similar process to be followed for release level Q2>Q3 >Q5>Q6 and Q7. Service can be release based on authorization provided to service release level





2.1.5.2.3 Display service PR T-code: ME53N Input – Required Fields Field Value/Comments Service PR No Enter external service PR no Output - Results Comments Service PR displayed

Step-1: Enter service purchase requisition no of order and check service PR and release strategy details





2.1.5.2.4 Create Service PO

T-Code: ME21N

Input – Required Fields Field Value/Comments PR no Enter the PR number Output - Results Comments PO Created Step-1: On screen “Create Purchase Order Screen”, enter information in the fields as specified in the

table below:

Step -2: enter purchase requisition no and execute





Step -3: enter vendor number, payment details, document type: Opex-service local, delivery date and tax code and click on check functionality. Message appears: the updated details are correct.

Click here on adopt details to create PO





2.1.5.2.5 Release PO

T-Code: ME28

Input – Required Fields Field Value/Comments PO no Enter the PO number Output - Results Comments PO Released Step-1: On screen “Release (approve) purchasing documents”, enter the release code and Purchase

order number and click on execute.

Step-2: press on release start and simulate release. PO release sequence to be followed as C1>C2>C3 and C8





2.1.5.2.6 Display PO

T-Code: ME23N

Input – Required Fields Field Value/Comments PO no Enter the PO number Output - Results Comments PO Displayed Step-1: Enter PO number and enter. The updated PO details are displayed.

Step-2: Check on Release strategy and see the PO release status.





2.1.5.2.7 Create Service Entry(s)

T-Code: ZML81N

Input – Required Fields Field Value/Comments PO no Enter the PO number Output - Results Comments PO Displayed Step-1: Create service entry sheet using transaction ZML81N. Create service entry sheet against service PO. Service PO can be selected from giving input of maintenance order.





Step 2: Go to Entry sheet àCreateà With Planned Services (Shift+F6)





Step 3: A POP up appears for percentage quantity press enter key

Step 4: Enter Short Text and maintain service location and service period details





Step 6:Select Tab Accept Data and maintain reference and doc text

Step 7:Save the service entry sheet





Message displayed as -Entry sheet XXXXXX saved 2.1.5.2.8 Create Service Entry(s) for AMC Job This scenario is used when part of the AMC service booked in service entry for maintenance order. Service cost is booked as external service in maintenance order. Prerequisite: Service PO (Framework Order) for AMC has been already created by Purchase group. T-code: ZML81N Step-1: go to other purchase order function and enter service PO (framework order) no.





Step-2: select create entry sheet

Step-3: maintain reference and document text in accept data tab and service location and service period details in basic data tab and enter service selection





Step-4: select service and click on adopt service function icon. Service get assigned to service entry sheet. Save the service entry sheet.





2.1.5.2.9 Release (Acceptance) Service Entry Sheet

T-Code: ML81N

Input – Required Fields Field Value/Comments PO./Service entry sheet no Enter the PO/service entry number Output - Results Comments Service Entry Released Step-1: enter service entry sheet/service PO number of maintenance order. If you know the service entry no/PO then enter directly otherwise it can access from order selection option. Select on Tree on/Off function. Service entry details will be displayed.





Step-2: go to change mode and press on release (accept) function icon. Save entry sheet.





Status changed after released





2.1.6 Issue Material against Reservation/PO Overview: Material will be issued against reservation/PO to carry out job at object location. This is covered details in material management –stores functionality. T-code: MIGO_GI Menu Path: Logistics > Materials Management > Inventory Management > Goods Movement >

Goods Issue Input – Required Fields Field Value/Comments Reservation no/ order no/po no Enter the PO/reservation number Output - Results Comments Material issued against reservation number Step 1: go to transaction MIGO_GI and Select A07 Goods Issue – R09 Reservation – 201 or 221

movement type (based on Reservation)





Step-2: enter the quantity for issuing material and enter storage location

Step-3 select item ok and click on post.





Similar process to be followed for issuing the material for material issue against PO if any non stock material booked in maintenance order. After issuing the material, the maintenance order status gets changed as GMPS (Good moment posting done) and actual cost gets reflected in order cost component





2.1.7 Order Confirmation Overview: Actual hours-worked needs to be recorded and posted to the PM order by confirming the operations in the order. A completion confirmation documents the status of the processing of operations and sub-operations for a maintenance or service order. It is a part of order monitoring.

You enter technical data in activity reports for the order or the objects to which the order refers. This part of the completion confirmation is known as the technical completion confirmation.

Partial Completion Confirmation

If completion confirmations have been entered for the operations/sub-operations of an order, but the processing has not yet been completed, the operations/sub-operations automatically receive the status "partially confirmed" from the system. (Order status: PCNF)

Final Completion Confirmation

As soon as all order operations/sub-operations, which are planned for a completion confirmation (the control key is the decisive factor), have been finally confirmed, the order itself also receives the status "finally confirmed". (Order Status: CNF)

2.1.7.1 Individual Confirmation T-code: IW41 Menu Path: Logistics> Plant Maintenance > maintenance processing > completion confirmation>

individual time confirmation Input – Required Fields Field Value/Comments Confirmation Order Work center Activity type Posting date Output - Results Comments Time confirmed to PM/CS order Refer to Business Process Procedure 'Display PM Order' (and view cost report) or

'Display PM Order Confirmation' to verify results. The document flow on the PM order will also show any time confirmations posted.

Step-1: “Create PM Order Confirmation: Initial Screen”, enter information in the fields as specified in the table below:


Operation Confirmation number

Section Header





Confirmation Unique number of the operation for use during confirmation (assigned by the system)

Enter the confirmation number of the operation Or, enter the order number

Order Section Header Order Number of the PM order Enter the PM/CS order number

Or, enter the confirmation number

Oper./act. Operation number from the operation overview

Enter the operation number, if known If blank, system will display all operations for the order from which to choose (optional)

Sub-operation Sub-operation number from the operation overview

Enter the operation number, if needed (optional)

Step-2: If multiple operations are displayed, select the operation and click 'Actual data' button.

Enter the PM order number & click the green tick at the left most corner





Step-3: On screen “Create PM Order Confirmation: Actual Data”, enter information in the fields as specified in the table below:

Select all the operations by clicking the left most cell in the line operation, then click the actual data (F8) SHOWN






Confirmation data

Section Header

Personnel no. HR number of the person who performed the maintenance / service task

Enter a personnel number if available for use

Actual work Actual number of hours worked Defaults planned hours from the PM/CS order operation Activity type Activity type or internal cost rate for the operation Defaults from the PM/CS order operation. Defaulted from

operation. Posting date Date on which the confirmation will be posted Defaults to the current date Final confirmat Indicates no further confirmations will be posted

to the operation Select this indicator if there are no other operations to be performed or materials to be issued against the order

No rem.work Indicates no remaining work is needed for the operation

Click on this indicator if required

AcctIndicator An indicator to differentiate costs and revenues on the service order

Enter an accounting indicator

Remaining work

User entered estimation of number of hours of remaining work needed for the operation

Entry in this field will prevent selection of Final Confirmation Indicator and No Remaining Work Indicator

Work start (date)

Actual date on which the operation work started Enter Operation Start Date

Work start (time)

Actual time at which the operation work started Enter Operation Start Time

Actual duration User entered number of hours for the duration of the operation

Enter the duration of the operation

Work end (date)

Actual date on which the operation work ended Enter Operation End Date

Work end (time)

Actual time at which the operation work ended Enter Operation End Time

Reason Reason code for variance between actual work and planned work

Enter a reason from the pull down selection

Confirm.text Short text description of the confirmation Enter a short text

Pl note: Entering the fields shown below screen like final confirmation activation flag, no remaining work

activation flag, actual work and actual duration is must for final confirmation & use the black arrows to go to next operation. Repeat the same procedure for entering the fields. Repeat for all the operations. Then finally save confirmations of line items by clicking the floppy icon.





Ø For second operation:

Ø After all operation confirmation, message will be displayed as you have reached the last selected

operation. Pl save confirmation.

Click here for next operation confirmation





Ø Order status after confirmation is:

Ø Now the actual cost of labor can be seen on the screen in costs screen.

Order status: CONF





2.1.7.2 Confirmation Cancellation You can cancel order operation confirmation if there is need some correction in maintaining operation/sub operation confirmation Prerequisites: Order status should not have TECO/CLSD (technically completed/ closed) T-Code: IW45 Menu Path: Logistics> Plant Maintenance> maintenance processing>confirmation> cancellation Input – Required Fields Field Value/Comments Confirmation Order Output - Results Comments PM order operation status updated. For any operation cancellation. order status may change is PCNF. i.e still some

operation are not yet finally confirmed. Step-1: “Create PM Order Confirmation: Initial Screen”, enter the order no/confirmation no.





Step-2: choose a valid line operation, go to edit > cancel and maintain reason for cancellation and save.





2.1.8 Update Maintenance History and Technically Closing Process 2.1.8.1 Technically Closing Process Prerequisite: Order operation activity should be completed and order status should be CNF and settlement should be done T-Code: IW32 Menu Path: Logistics >plant maintenance > maintenance processing > order > change Input – Required Fields Field Value/Comments Order no Enter notification number Output - Results Comments Order technically closed Step-1: change order: initial screen, enter order number and enter

Order status now: PCNF after cancellation any one/all operation.





Step-2: Change order: header screen. Click on technically closed function icon. Screen displays for maintaining settlement rule.

Press function icon technical completion. For TECH Closure, Order status should be REL CNF & GMPS if material or service is posted on to order





Ø Select category: CTR Ø Take a Drill down for selecting the Receiver (Cost Centre) vide the screen shown





Ø Use the drill down for Settlement selection, should be either FUL for 100% or periodic PER for less than 100%. Maximum of 2 settlements can be done.

Ø After creating the settlement rile as shown below use this arrow to go back to header and enter to

complete

Remove this tick on the check box as feedback on the Notification for activities have to be filled up separately while closing the Notification in IW22 transaction. Execute clicking the Green tick





Order status know: TECO CNF GMPS MANC MSPT PRC SETC





2.1.8.2 Update Maintenance History in Notification Update maintenance history in notification. It is used for reporting, monitoring activities progress and analysis. T-Code: IW22 Menu Path: Logistics >plant maintenance > maintenance processing > notification > change Input – Required Fields Field Value/Comments Notification no Enter notification number Output - Results Comments Notification updated with history details Step-1: “Change PM Notification: Initial Screen”, enter notification number and enter

Step-2: Change PM Notification: Item and Activities tab: maintain activities: code group, activity, and

additional activity text.





Step-3: click on notification technically completion function icon for completion of notification. Enter completion date and time and enter.





Step-3 Check the notification status. It is also NOCO i.e. notification completed.





2.2 Schedule Overview List Overview: You can generate a scheduling overview in the form of a list for maintenance plans using this report. Features. You can choose from several restriction criteria to select the maintenance plans. You receive a list of all the maintenance plans that fulfill the selection criteria you have specified. The list contains, for example, the number of the maintenance item and maintenance plan, and, if necessary, the maintenance strategy, maintenance item description, call number, start date (that is, the date on which the maintenance call object was generated). You can call up the maintenance plan, maintenance item, graphical scheduling overview or the maintenance call objects generated for the maintenance plan from the list. T-Code: IP24 Menu Path: Logistics> Plant Maintenance> Preventive Maintenance> Maintenance Planning>

Scheduling for Maintenance Plans> Scheduling Overview > IP24 - List Display Input – Required Fields Field Value/Comments Maintenance plan Output - Results Comments Maintenance plan schedule overview Step-1: enter maintenance plan and click on execute function icon.





You can see the scheduled order generated and its planned and actual date as per maintenance strategy and maintenance plan scheduling details. Step-2: the scheduled order details are as follows:

3. Management of Plant Maintenance Master Data

3.1 Measuring Document

3.1.1 Create/Change Measuring Point Measurement and counter readings are represented in the R/3 System as measurement documents. You can create measurement documents for the technical object (for example, in the case of routine readings and measurements)

T-Code: IK01- Create Measuring Point Menu path: Logistics > Plant Maintenance > Preventive Maintenance > Work Scheduling >

Environment > Engineering > Environment > Technical Objects > Environment > Measuring Points > IK01 - Create

Input – Required Fields Field Value/Comments Equipment Enter equipment number where measuring point to be created





Output - Results Comments Measuring Point

Step-1: On screen “Create Measuring point: Initial Screen”, enter the following filed and enter.


Equipment Equipment Enter equipment number where measuring point to be created MeasPtCategory Measuring point category Enter measuring point category: M - MeasPoint (general)

Step-2: On screen “Create Measuring point: General Data Screen”, enter the following filed and enter.


MeasPosition Measurement position A number or description with which you can describe the position of the measuring point in relation to the technical object.

Description Measuring point description Enter measuring point description Characteristic Characteristic CharactUnit Characteristic unit Target value Target value Ideal measurement reading for this measuring point

text text





You can maintain additional details for upper/lower range details limit. For change measuring point details pl use transaction: IK02





3.1.2 Display Measuring Point T-Code: IK03- display Measuring Point Menu path: Logistics > Plant Maintenance > Preventive Maintenance > Work Scheduling >

Environment > Engineering > Environment > Technical Objects > Environment > Measuring Points > IK03 - Display

Input – Required Fields Field Value/Comments Measuring point Enter measuring point no created on equipment level

Output - Results Comments Measuring Point

Step-1: On screen “Display Measuring point: Initial Screen”, enter measuring point no and enter.





3.1.3 Create/Change Measuring Document Measurement and counter readings are represented in the R/3 System as measurement documents. You can create measurement documents for the technical object (for example, in the case of routine readings and measurements)

T-Code: IK11- Create Measuring Document Menu path: Logistics > Plant Maintenance > Maintenance Processing > Capacity Requirements

Planning> Leveling > General > Requirements > Maintenance Order > Completion Confirmation > Measurement Documents> IK11 - Create

Input – Required Fields Field Value/Comments Measuring point Enter measuring point number of equipment

Output - Results Comments Measuring Document

Step-1: On screen “Create Measuring document: Initial Screen”, enter the following filed and enter.


Measuring point Measuring point Enter measuring point number of equipment MeasTime Measuring time Reading record date and time details





Step-2: On screen “Create Measuring document: General data screen”, enter the measuring reading and save. In this screen you can see previous reading updated details.





3.1.4 Display Measuring Document T-Code: IK13- Display Measuring Document Menu path: Logistics > Plant Maintenance > Maintenance Processing > Capacity Requirements

Planning> Leveling > General > Requirements > Maintenance Order > Completion Confirmation > Measurement Documents> IK13 - display

Input – Required Fields Field Value/Comments Measuring document Enter measuring document no of on maintained measuring point

Output - Results Comments Measuring Document

Step-1: On screen “Display Measuring document: Initial Screen”, enter the measurement document number and see the measurement details.

Get dropdown





Enter equipment no/measuring point





3.2 Maintain Equipment Class and Characteristics

3.2.1 Define Class and Assign Characteristics You can set up your classification system as a hierarchical structure, to help you target your searches for objects. T-Code: CL01/CL02- Create/Change Measuring Document Menu path: Logistics → Plant maintenance → Technical objects → Environment → Classes and

then Characteristic → Create/Change.

Input – Required Fields Field Value/Comments Class name Enter equipment class

Output - Results Comments Equipment class

Step-1: On screen “Create Class Screen”, enter the following filed and click on cerate function icon.


Class name Class name Enter equipment class name like for breaker BKR-99 Class type Class type Enter class type i.e. Equipment Class





Step 2: Enter class description and click on characteristics tab and select characteristics for the

defined class. If characteristics is not avaivailble in the selected list than you can create new characteristics by using Transaction –CT04 or you can create directly form class.

Click here for create





Step 3: Select characteristics and overwrite values as per your requirement and save it.

Step 4: after maintaining values for all defined characteristics save it.





4. Reporting and Monitoring

4.1.1 Report 1: IW29 - List Maintenance Notification (Display mode)

Significance: You can generate a list of service Notifications or maintenance Notifications using this report. You can use this list to:

• search for a Notification whose number is unknown

• acquire an overview of Notifications with particular characteristics

• further process Notifications with particular characteristics

• perform status changes for several Notifications simultaneously

Prerequisites: Notification can be viewed by entering required input parameter i.e.

maintenance plant/business area /Notification type etc. this will help us to get exact requirement in report.

T-Code: IW29 Menu path: Logistics > Plant Maintenance > Maintenance Processing > Notification > List

Editing > Display





Input – Required Fields Field Value/Comments Notification details like Notification type/location details/ period etc based on requirement

Output - Results Comments Notification list

Scenario: suppose, I need all Notification details for the period 01.01.2009 to 16.04.2009 for

maintenance plant: P012 - Jojobera Power Plant, business area: B012 - P120 - Jojobera - Unit # 1.

Step 1: In Display Notifications: selection of Notification screen maintain the following parameter

and click on execute.


Notification status Notification Status Activate flag for all status. If you want to see particular status Notification details then activate only required status. But it is advisable to activate all status and then total displayed record can be filtered out.

Maintenance plant Maintenance plant Enter respective maintenance plant Business area Business area Enter business area





Step 2: The default out put of Notification details as follows:

Step 3: Suppose you want to add more details in displayed record like Notification type, priority,

Maintenance plant, equipment & Function location details, planner group etc to see in required layout and this layout should be defaulted whenever run transaction IW29 by using layout, then





follow the following sequence. This is one time activity to define layout as user requirement specific. You can change layout as requirement basis.

Ø Go to current tab setting and add required column details

Click here to add more columns





Ø Add more column details from column set to displayed column and enter

Ø Report will be displayed with required column.

Transferred required column





Ø You can set column1, column 2….column N as per requirement through dragging the column

and put curser at required column sequence. Or it can be done through current tab setting by Notificationing of column from displayed column box.

Ø For maintaining this all Notification details in desired format then save this by defining layout. Go

to setting tab and select layout and save as variant: Plant_Maint





Ø Suppose you want report whenever requirement basis then enter transaction and select layout

and execute. Pl note that you can change period for Notification details.

Result is displayed as per your defined layout.





You can directly go to edit mode and can update Notification details. It is similar to transaction IW8 functionality.

4.1.2 Report 2: IW28 - List Maintenance Notification (Edit mode) Here you can call all Notification details as per your selection parameter and update Notification details. Pl not that the defined layout details procedure are same as per above exercise.

T-code: IW28 Menu path: Logistics > Plant Maintenance > Maintenance Processing > Notification > List

Editing > Change

Input – Required Fields Field Value/Comments Notification details like Notification type/location details/ period etc based on requirement

Output - Results Comments Notification list

Step 1: In change Notifications: Selections of Notification screen maintain defined / check layout

details, maintained all Notification status and enter Notification period. Click on execute function key.





Ø Select Notification and update Notification details, save it turns back to list again





Click here to update Notification details





4.1.3 Report 3: IW39 - List Maintenance Order (Display mode)

Significance: The report program is used to print a list of orders, with the option of being able to change some field entries. The order data includes entries for the time at which services should be provided, the utilities to be used, and the order costs which can be settled. You can use a changeable list of orders to:

• Search for an order whose number is unknown

• Obtain an overview of orders with particular features

• Continue processing orders with particular features collectively

• Make status changes collectively

Prerequisites: Order can be viewed by entering required input parameter i.e. maintenance

plant/business area /order type etc. this will help us to get exact requirement in report.

T-Code: IW39 Menu path: Logistics > Plant Maintenance > Maintenance Processing > Order > List Editing

> Display

Input – Required Fields Field Value/Comments order details like order type/location details/ period etc based on requirement





Output - Results Comments Order list

Scenario: suppose, I need all order details for the period 01.01.2009 to 16.04.2009 for

maintenance plant: P012 - Jojobera Power Plant, business area: B012 - P120 - Jojobera - Unit # 1.

Step 1: In Display Order: selection of Order screen maintain the following parameter and click

on execute.


Order status Order Status Activate flag for all status. If you want to see particular status order details then activate only required status. But it is advisable to activate all status and then total displayed record can be filtered out.

Maintenance plant Maintenance plant Enter respective maintenance plant Business area Business area Enter business area





Step 2: The default out put of order details as follows:





Step 3: Suppose you want to add more details in displayed record like order type, priority,

Maintenance plant, equipment & Function location details, planner group etc to see in required layout and this layout should be defaulted whenever run transaction IW39 by using layout, then follow the following sequence. This is one time activity to define layout as user requirement specific. You can change layout as requirement basis.

Ø Go to current tab setting and add required column details

Click here to add more columns





Ø Add more column details from column set to displayed column and enter

Transferred required column form column set to displayed columns





Ø Report will be displayed with required column.

Ø You can set column1, column 2….column N as per requirement through dragging the column

and put curser at required column sequence. Or it can be done through current tab setting by ordering of column from displayed column box.





Ø For maintaining this all order details in desired format then save this by defining layout. Go to setting tab and select layout and save as variant: Plant_Maint





Ø Suppose you want report whenever requirement basis then enter transaction and select layout

and execute. Pl note that you can change period for order details.

Result is displayed as per your defined layout.





You can directly go to edit mode and can update order details. It is similar to transaction IW38 functionality.

4.1.4 Report 4: IW38 - List Maintenance Order (Edit mode) Here you can call all Order details as per your selection parameter and update Order details. Pl not that the defined layout details procedure are same as per above exercise.

T-code: IW38 Menu path: Logistics > Plant Maintenance > Maintenance Processing > Order > List Editing

> Change

Input – Required Fields Field Value/Comments Order details like Order type/location details/ period etc based on requirement

Output - Results Comments Order list

Step 1: In change Order: Selections of Order screen maintains defined / check layout details,

maintained all Order status and enter Order period. Click on execute function key.





Ø Select Order and update Order details, save it turns back to list again

Click here to update Notification details





4.1.5 Report 5: MCI8 - Standard Analysis by Cost Analysis Significance: Using this report, you can execute the standard analysis, "cost analysis". By

executing this cost analysis report be able to get only actual cost and planned cost, material cost, internal labor cost and service cost.

The data, which is updated forms the basis for the cost analysis based on: Order type, Maintenance activity type, Functional location and Equipment.

This report will list down the materials and services along with the quantities and costs, which was incurred. This will also show when and where the expense was incurred. Based on this report, the material requirement planning can be done. The areas, which incur high maintenance costs, could also be identified from this report.

T-Code: MCI8 Menu path: Logistics > Plant Maintenance > Maintenance Processing > Order > Inspection

Processing > Environment > Information System > Maintenance Tasks > PM Order > MCI8 - Cost Analysis

Input – Required Fields Field Value/Comments Order type Enter order type if any particular type of order cost to be displayed for analysis Period Enter period details

Output - Results Comments Object class Analysis: Basic list

Step 1: enter period and click on execute function (for all order type-cost analysis)





You can get report equipment/function location/maintenance activity type/month type by using switch drill down functionality.





1) Function location level cost analysis:

Ø You can see top ten function location-cost by using top 10 functionality. Put on cursor

on estimated cost and click on top -10 function key





Ø Similar cost analysis report will get at equipment, maintenance activity type and period month

wise by using switch drill down facility. Ø You can see total cost details of planned/unplanned/completed order by using double click on

order figure.





Ø You can export this report to your desktop. This facility applicable for all report.

Click here to save file at your desktop





4.1.6 Report 6: MCI1 - Standard Analysis by Object Class

Significance: Using this report, you can execute the standard analysis, "object class analyses". This report will list down the materials and services along with the quantities and costs, which was incurred. This will also show when and where the expense was incurred. Based on this report, the material requirement planning can be done. The areas, which incur high maintenance costs, could also be identified from this report.


Processing > Environment > Information System > Plant Maintenance > Technical Objects > MCI1 - Object Class

Input – Required Fields Field Value/Comments Object Class Enter Object class. Like for transformer – TRF, for switchgear - SWITCHGEAR Period Enter period

Output - Results Comments Object class Analysis: Basic list

Step 1: enter object class and period and click on execute function





Pl note that, this report display only for those object class maintained in technical object (equipment/function location) and order created on that object.

4.1.7 Report 7: MCI2 - Standard Analysis by Manufacturer

Significance: Using this report, you can execute the standard analysis, "Manufacturer analyses".


Processing > Environment > Information System > Plant Maintenance > Technical Objects > MCI2 – Manufacturer analysis

Input – Required Fields Field Value/Comments Period Enter period Manufacturer Based on any manufacturer can analysis manufacturer cost analysis

Output - Results Comments Manufacturer Analysis: Basic list

Step 1: enter period and click on execute function





4.1.8 Report 8: MCI3 - Standard Analysis by Locations Significance: Using this report, you can execute the standard analysis, "location analyses".






Processing > Environment > Information System > Plant Maintenance > Technical Objects > MCI3 – Location analysis

Input – Required Fields Field Value/Comments Period Enter period Maintenance plant If analysis of any maintenance plant is required. You can see maintenance plant level

location analysis report by using switch drill down facility Planner group If location analysis is required at planner group level

Output - Results Comments Location Analysis: Basic list

Step 1: enter period/ maintenance plant and click on execute function





After ascending:





Total location actual cost with period wise: click on actual cost column and select period function icon





4.1.9 Report 9: MCI4 - Standard Analysis by Planner group

Significance: Using this report, you can execute the standard analysis, "Planner Group analyses". This report will list down the materials and services along with the quantities and costs, which was incurred. This will also show when and where the expense was incurred. Based on this report, the material requirement planning can be done. The areas, which incur high maintenance costs, could also be identified from this report.


Processing > Environment > Information System > Plant Maintenance > Maintenance Tasks > MCI4 - Planner Group

Input – Required Fields Field Value/Comments Period Enter period Planner group By giving planner group name, you can see cost expense details for that planner

group. Maintenance plant The combination of plant and planer group, can see cost details

Output - Results Comments Location Analysis: Basic list

Step 1: enter period/planner group/ maintenance plant and click on execute function





Ø Planner group level cost analysis:





4.1.10 Report 10: IH08 - Equipment Structural Display

Significance: This report is used to output a list of equipment. Equipment data comprises general data, serial number data, location data, maintenance data and sales/distribution data. You can get list of equipment using via class. You can use an equipment list to:

• Search for a piece of equipment whose number you do not know

• Compile a list of equipment based on particular criteria

• Perform collective processing for pieces of equipment with particular characteristics

T-Code: IH08 Menu path: Logistics > Plant Maintenance > Maintenance Processing > Order > Inspection

Processing> Environment > Information System > Plant Maintenance > Technical Objects > Equipment > IH08 - List

Input – Required Fields Field Value/Comments Class Enter equipment class Maintenance plant Maintenance plant details

Output - Results Comments Equipment structure list





Step 1: enter period/equipment class and maintenance plant and execute. By various permutation and combination of location/manufacture/origination attribute, you can get equipment structure list.

Scenario: here I am getting report for equipment class: Breaker and maintenance plant: P012





4.1.11 Report 11: IH06 - Functional Location Structural Display

Significance: This report is used to output a list of function location. Function location data comprises general data, serial number data, location data, maintenance data and sales/distribution data. This report outputs a list of functional locations. Location data comprises general data, location data and sales/distribution data. You can use a location list to:

• Search for a location whose label you do not know.

• Compile a list of locations that have particular characteristics

• Perform collective processing for locations that have particular characteristics T-Code: IH06 Menu path: Logistics > Plant Maintenance > Maintenance Processing > Order > Inspection

Processing> Environment > Information System > Plant Maintenance > Technical Objects > Function location > IH06 - List

Input – Required Fields Field Value/Comments Maintenance plant Maintenance plant details

Output - Results Comments Function location structure list

Step 1: Enter maintenance plant and execute. By various permutation and combination of

location/manufacture/origination attribute, you can get function location structure list.





Ø You can add location details by using current tab setting for column display.





4.1.12 Report 12: S_ALR_87013432- Display Confirmations

Significance: This With the help of these reports, you can create a list of completion confirmations that meet specific selection criteria.

By using this report you can,

• Cancel completion confirmations from the generated list. To do this, select the desired completion confirmation from the list and choose Completion confirmation -> Cancel. The system will flag the completion confirmation as canceled from then on.

• Display completion confirmation details To do this, select the desired completion confirmation from the list and choose Goto -> Completion confirmation. You will then see the detail screen for completion confirmations.

• Display the order for a completion confirmation To do this, select the desired completion confirmation and choose Goto -> Order.

• Display the long text for a completion confirmation T-Code: S_ALR_87013432 Menu path: Logistics > Plant Maintenance > Maintenance Processing > Order > Inspection

Processing> Environment > Information System > Report Selection > Maintenance Processing > S_ALR_87013432 - Display Confirmations





Input – Required Fields Field Value/Comments Order Enter order no where you want to do confirmation Order type Order type level, you can do the confirmation

Output - Results Comments Completion confirmation order list

Scenario 1: Display the order for a completion confirmation.





Ø If you want to see any order details then select order and click on order function icon





Scenario 2: Cancel completion confirmations from the generated list. Pl note that you can not cancel the completion confirmation of order status: CLSD.





After save maintain the reason for cancellation and came back





Order status: REL after cancellation of confirmation





4.1.13 Exercise 13: MCJB- MTTR/MTBR Equipment Significance: To measure the Equipment down time with frequency and Equipment repair cycle time.

This report would also be used as supportive document for Equipment replacement decision.

Content: This report will provide details of Equipment Mean Time to Repair / Mean time between failure with failure dates.

Action Emanating: Based on this report, Equipment down time with frequency and Equipment repair cycle time will be available.

T-Code: MCJB Menu path: Logistics > Plant Maintenance > Maintenance Processing > Order > Inspection

Processing> Environment > Information System> Plant Maintenance > Technical Objects > Equipment > MCJB - MTTR/MTBR for Equipment

Input – Required Fields Field Value/Comments Equipment Enter equipment number where you want to see Equipment down time with frequency

and Equipment repair cycle time.

Output - Results Comments PMIS: MTTR/MTBR equipment details





Ø You can see MTTR/MTBR details technical object wise by double clicking on MTTR/MTBR time details





4.1.14 Report 14: MCJC- MTTR/MTBR Functional Location

Significance: Using this report, you can evaluate the key figures, mean time to repair (MTTR) and Mean time between repairs (MTBR), for functional locations. By running this report, The following data appears for all functional locations specified in the selection screen for each period in which breakdowns occurred:

• The number of breakdowns

• Downtime

• Mean time to repair

• Mean time between repair

T-Code: MCJC Menu path: Logistics > Plant Maintenance > Maintenance Processing > Order > Inspection

Processing> Environment > Information System> Plant Maintenance > Technical Objects > Function Location > MCJC - MTTR/MTBR for Function Location

Input – Required Fields Field Value/Comments Function Location Enter Function Location number where you want to see FL down time with frequency. Output - Results Comments PMIS: MTTR/MTBR Function Location details





4.1.15 Report 15: ZPM_MAINT_INDEX- Maintenance Index report

Significance: This report is used to Print weekly status of Notifications. This report gives index of total notification assigned to work center resolution time for a week period. The period is calculated only working hours i.e. excluded non working hours and non working days. This report runs on weekly basis.

T-Code: ZPM_MAINT_INDEX_ADMN

Input – Required Fields Field Value/Comments Notification period Enter notification period from which period you want status of notification Work center Enter work center. Only that work center, notification will be displayed Person responsible Notification list will be displayed of entered person name only Output - Results Comments Work Center wise notification display

Scenario 1: for selected work center





Ø Double click on any record, will display supervisor wise maintenance performance index.





4.1.16 Report 17: ZPMLONGTEXT: PM Notification Long Text

T-Code: ZPMLONGTEXT This report is used to see updated details of notification in long text with notification details

Input – Required Fields Field Value/Comments Notification type Enter notification type –T1 Date Report date Maint Plant Enter Maintenance Plant Output - Results Comments Notification Long text Report

Step 1: enter notification type and period and click on execute function icon.





Step-2: Double click on any line item notification number; you can see notification details in display notification.





5. FAQ