preventive maintenance (d57) - uacnlinks.orguacnlinks.org/sap/wp...d57_preventive-maintenance... ·...
TRANSCRIPT
EHP6 for SAP ERP 6.0
July 2012
English
Preventive Maintenance (D57)
SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany
Business Process Documentation
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 2 of 27
Copyright
© 2012 SAP AG. All rights reserved.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.
Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company.
Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company.
All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.
These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 3 of 27
Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
External Process
Business Process Alternative/Decision Choice
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names, program names, Transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.
Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 4 of 27
Contents
1 Purpose ................................................................................................................................... 5
2 Prerequisites............................................................................................................................ 5
2.1 Master Data and Organizational Data .............................................................................. 5
2.2 Roles ................................................................................................................................ 6
3 Process Overview Table ......................................................................................................... 8
4 Process Steps ......................................................................................................................... 9
4.1 Calendar Based Maintenance .......................................................................................... 9
4.2 Usage Based Maintenance Planning ............................................................................. 16
4.3 Condition Based Maintenance ....................................................................................... 24
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 5 of 27
Preventive Maintenance
1 Purpose
This scenario demonstrates three preventive maintenance processes. It describes how to create and schedule a maintenance plan based on elapsed time and based on usage, and how to generate a planned cost report. It further describes how maintenance is triggered based on the condition of a unit.
Maintenance based on elapsed time (calendar based) is probably the easiest method of scheduling maintenance activities. Since time does not provide the optimal schedule for maintaining equipment that requires maintenance due to operational wear, it is usually used to schedule inspection activities and periodic testing, such as pressure vessel tests.
Maintenance based on the usage of plant and equipment is a common and important maintenance strategy to enable the optimization of the maintenance frequencies. In this example we demonstrate how maintenance requirements can be generated from equipment usage information, such as from engine hours or kilometers travelled. For this scenario we maintain a dump truck. The maintenance requirements are
defined in a maintenance plan that will produce a maintenance order when the operating hours of the dump truck reach the pre-determined value of 250 hours.
Condition-based maintenance is the third method used to drive the creation of preventive maintenance work. Requests for maintenance are generated from condition readings entered into SAP. In this case we demonstrate how the results of oil analysis can be recorded and
used to automatically trigger the creation of a notification for maintenance.
2 Prerequisites
2.1 Master Data and Organizational Data
Default Values
The organizational structure and master data of your company was created in your ERP system during implementation. The organizational structure reflects the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the operational focus of your company
The business process is enabled with this organization-specific master data, examples are provided in the next section.
Operational Focus
SAP Best Practices delivers standard values for more than one operational focus area, such as Services, Manufacturing, or Trade. This means that you may find more than one master data table below. Use the master data that matches the operational focus of your company (Services, Manufacturing, or Trade).
Additional Default Values
You can test the scenario with other SAP Best Practices default values that have the same characteristics.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 6 of 27
Check your SAP ECC system to find out which other material master data exists.
Using Your Own Master Data
You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.
Use the following master data in the process steps described in this document:
CAP
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 3000
Work Centre 30000002
Materials B10, b103
DAIRIES
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 4000
Work Center 40000006
Materials ELE0002, ELE0004
SNACKS
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 4100
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 7 of 27
SNACKS
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Work Center 41000002
Materials ELE-C0007, ELE-C0008
SWAN
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 4010
Work Centre 41000004
Materials ACT002, ACT003
GCL
Use the following master data in the process steps described in this document: Master / Org. Data
Value Master / Org. Data Details
Comments
Controlling Area 1000
Maintenance Plant 5000
Work Center 50000003
Materials SPAEN1002, SPAEN1004
2.2 Roles
Use
The following roles must have already been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.
Prerequisites
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 8 of 27
The Business roles have been assigned to the user who is testing this scenario.
Business Role Technical Name Process Step
Maintenance Planner
SAP_NBPR_EAMPLANNER_MIN_S
Generic EAM Functions
SAP_COCKPIT_EAMS_GENERIC_FUNC2
Maintenance Worker
SAP_COCKPIT_EAMS_MAINT_WORKER2
3 Process Overview Table
Process Step Business Condition
Business Role
Transaction code
Expected Results
Calendar Based Maintenance
Check the Maintenance Strategy
Maintenance Planner IP12
The maintenance strategy has been checked.
Checking Generic Task List
Generic EAM Functions IA09
The general maintenance task list has been checked.
Checking the Functional Location
Maintenance Worker IH01
The structure of functional locations has been checked.
Creating the Maintenance Plan
Maintenance Planner IP42
The maintenance plan has been created.
Scheduling Maintenance Plan
Maintenance Planner IP10
The maintenance plan has been triggered for the first time.
Costing of a Maintenance Plan
Maintenance Planner IP31
The cost of the maintenance plan has been checked.
Deadline Monitoring
Maintenance Planner IP30
Maintenance orders have been created from the maintenance plans.
Usage Based Maintenance Planning
Checking the Maintenance Strategy
Maintenance Planner IP12
The maintenance strategy has been checked.
Displaying Usage Based Maintenance Plan
Generic EAM Functions IP03
The maintenance plan has been checked.
Creating a
Generic EAM IK11 The measurement document
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 9 of 27
Process Step Business Condition
Business Role
Transaction code
Expected Results
Measurement Document
Functions has been created.
Scheduling Maintenance Plan
Maintenance Planner IP10
The maintenance plan has been triggered for the first time.
Deadline Monitoring
Maintenance Planner IP30
Maintenance orders have been created from the maintenance plans.
Condition Based Maintenance
Displaying Measurement Point
Generic EAM Functions IK03
The functional location and its measurement point have been viewed.
Creating a Measurement Document
Generic EAM Functions IK11
The measurement document and a notification have been created.
Review Maintenance Notification
Maintenance Worker IW23
The maintenance notification has been reviewed.
4 Process Steps
4.1 Calendar Based Maintenance
4.1.1 Checking the Maintenance Strategy
Use
The purpose of this activity is to display the maintenance strategy:
Display the available calendar/time based maintenance strategies. The frequency of the maintenance plan will typically be defined as weekly, monthly, annually, and so on.
A performance based maintenance plan can be created similarly by using a maintenance strategy which is activity based.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Maintenance Strategies Display
Transaction code IP12
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 10 of 27
Business role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans Display Maintenance Strategies
2. On the Display Maintenance Strategies: Overview screen, choose the strategy called
UACWK and choose Details (In NWBC, Select Menu… Goto Details) to view the content of the packages.
3. On the Display Maintenance Strategies: Details screen, you can see that the strategy is a weekly strategy. If this strategy is used in a maintenance plan, the plan will schedule weekly maintenance notifications.
4. Choose Back.
Result
The maintenance strategy has been checked.
4.1.2 Creating Task List
Use
The purpose of this activity is to create and maintain task lists.
Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance Work
Scheduling Task Lists General Maintenance Task Lists Create
Transaction code IA05
Business Role Generic EAM functions
Business Role Menu Generic EAM functions Create General Task List
2. On the Create General Task List: Initial Screen, choose Enter.
3. On the Create General Task List: Header General View screen, make the following data:
Field name Description User action and values Note
Description PREVENTIVE MAINTENANCE
Planning plant <your planning plant>
Work center <your work center>
Usage 4
Planner group PMA
Status 4
System Condition 0
Maintenance strategy UACWK
Deletion flag
4. Choose Operation overview.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 11 of 27
5. On the Create General Task List: Operation Overview screen, make the following entries:
Operation Description Work Un. No. Duration Un.
OPERATION 1 6 HR 3 2 HR
OPERATION 2 12 HR 3 4 HR
6. Choose Select all and choose Components.
7. On the General maintenance task list Create: Component Overview screen, enter your material, quantity 1, and choose Next operation for each operation.
8. After you finished Components adding for each operation, choose Back and choose MntPack.
9. On the Create General Task List: Maintenance Package Overview screen, tick all available packages for the task list.
10. Choose Save.
11. note your task list number
12. Choose Back.
Result
Task lists have been created and maintained.
4.1.3 Checking the Functional Location
Use
The purpose of this activity is to display functional location:
Display the functional location that will require the maintenance. This is the maintenance object that will be referenced by the work order.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance of Technical
Objects Functional Location Structural Display
Transaction code IH01
Business role Maintenance Planner
Business role menu Maintenance Planner Management of Technical Objects
Functional Locations Functional Location structure
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 12 of 27
2. On the Functional Location Structure: Selection screen, enter the following data and choose Enter:
3. In the Functional Location field, choose the button or press F4.
4. In the Functional Location dialog box, select the Cost Center tab.
5. Input your maintenance plant and press Enter
6. Select any Functional Location by double clicking on it
Field name Description User action and values Note
Functional Location
<any functional
location>
Display Levels Below
10
Equipment installed
X
BOM explosion X
BOM Application
INST
Only PM-rel. items
X
7. Choose Execute (F8). The hierarchical technical structure will be displayed. Note the BOMS and equipment that has been installed on the structure.
Use T-code IE02 and choose F4 for help to ensure the number of the equipment of next step.
8. On the Functional Location Structure: Structure List screen, scroll down and choose any functional location .
9. Note your functional location and equipment number
Functional Location:
Equipment:
10. Choose the Display Object Master Data (Shift+F8) to view the master data attributes of this equipment.
11. On the Display Functional Location: Master Data screen, choose the Organization tab page, note the cost center, planning plant assigned to this equipment.
Cost center: ______________
Planning plant: ______________
12. Choose the Structure tab page, note the equipment assigned to this equipment.
Equipment: ______________
Result
The structure of functional locations has been checked.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 13 of 27
4.1.4 Creating the Maintenance Plan
Use
The purpose of this activity is to create a maintenance plan:
Create a maintenance plan, set the required parameters (call horizon, and so on), link/set up maintenance items.
Work orders will be created from the maintenance plan.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Maintenance Plans Create Strategy Plan
Transaction code IP42
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans Add strategy- controlled plan
2. On the Create Maintenance Plan: Initial screen, maintain the fields as follows:
Field name Description User action and values Note
Maint. plan cat PM Maintenance Order
Strategy UACWK
3. Choose Enter.
4. On the Create Maintenance Plan: Strategy plan screen, maintain the following fields and choose Enter:
Field name Description User action and values Note
Maintenance Plan Weekly Preventive
Maintenance
Functional loc. <as noted above>
Order type PM02
Main work center <as given above>
5. Scroll to the bottom of the maintenance plan and assign a relevant task list (task list type =A, Task list group= as noted above, group counter = 1) to the maintenance plan.
You can view detailed task list content, change or un-assign the task list from the maintenance plan. Choose Continue (Enter) to any messages that pop up.
6. Choose the Maintenance plan scheduling parameters tab to maintain the scheduling parameters as follows (Call Horizon = 100%, Scheduling period = 30 DAY). This means the forecast of the maintenance jobs is for the next 30 days.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 14 of 27
7. Choose Save.
8. In the Start Date dialog box, choose No to confirm the message Specify a cycle start for the maintenance plan?
9. Choose Continue (Enter).
10. Note the maintenance plan number:
Maintenance plan number: __________________
Result
The maintenance plan has been created.
4.1.5 Scheduling Maintenance Plan
Use
The scheduling maintenance plans will create maintenance orders according to the chosen strategy.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Scheduling for Maintenance Plans Schedule
Transaction code IP10
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans Schedule Maintenance Plan
2. On the Schedule Maintenance Plan: Initial screen, the recently created plan will be shown as default; or input the Maintenance Plan number recorded in the previous step when a calendar/time based Maintenance Plan was created.
3. Choose Enter.
4. On the Schedule Maintenance Plan XXXXXXXXXXXX screen, choose Start (for NWBC,
from menu Menu… Edit Start.).
5. In the Start Date dialog box, Start of cycle field, input the value as present date minus 7 days.
6. Choose Continue (Enter).
In this scenario, the shortest cycle in our maintenance package is “1 Weekly”. By starting the plan 7 days in the past (that is, present date minus 7 days) we will at least have one call object (maintenance order) being generated by the system.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 15 of 27
7. Note the status of the first call object (maintenance order). The status New start Save to call means that a maintenance call object will be generated as soon as the maintenance plan is saved. Note the status Scheduled Hold of the other maintenance objects. This status means that the system only generates a maintenance call object on the call date. Until this date, the call (maintenance order) has the status On hold. Note that the Call date and Planned date are the same because the call horizon is 100%.
8. Choose Save to generate the first maintenance order (call).
Result
The maintenance plan has been triggered for the first time.
4.1.6 Costing of a Maintenance Plan
Use
Display planned cost of the maintenance plan:
Review the planned cost of the preventive maintenance to determine budget requirements and if the cost is realistic.
1) Complete and accurate task lists as well as realistic frequencies are critical to ensure the planned cost is accurate.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Maintenance Plans Maintenance Plan Costing
Transaction code IP31
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans Maintenance Plan Cost Display
2. On the Maintenance Plan Costing screen, enter the maintenance plan number in the field of Maintenance plan.
3. Choose Execute (F8). (For NWBC From menu Menu… Program Execute)
4. The system will show you the calculated costs for the next 52 weeks (according to the used strategy) on the Display Itemization screen.
5. Choose Back.
Result
The cost of the maintenance plan has been checked.
4.1.7 Deadline Monitoring
Use
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 16 of 27
Run deadline monitoring:
Run deadline monitoring to generate/create the work orders that are due.
1) Ensure run occurs early enough to allow enough time, prior to the scheduled start date of the first work order, for the obtaining of the required resources.
Procedure
Assuming that the cost of the maintenance plan has been approved, proceed to run deadline monitoring to force the system to generate maintenance orders for example for the next 3 weeks (21 days). This will enable the maintenance personnel to start preparing for the execution of the work (for example, obtain the required materials, procure services, and so on).
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Scheduling for Maintenance Plans Deadline Monitoring
Transaction code IP30
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans MaintSchedule Date Monitoring
2. On the Deadline Monitoring for Maintenance Plans (Batch Input IP10) screen, in the Maintenance Plan field, enter the maintenance plan number.
3. In the Interval for Call Objects field, enter 30.
4. Choose Execute. (For NWBC From menu More… Program Execute).
The system will create maintenance order for the next 30 days (on a weekly basis).To view the maintenance orders created from the above maintenance plan,
execute T-Code: IP24.(For NWBC menu: Maintenance Planner Maintenance
PlansScheduling overview list form). Search for orders using the maintenance plan number from above.
From here, the further processing of the maintenance order follows the D56 Corrective Maintenance scenario except that no failure codes should be captured for preventive maintenance work.
Result
Maintenance orders have been created from the maintenance plans.
4.2 Usage Based Maintenance
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 17 of 27
4.2.1 Checking the Maintenance Strategy
Use
The purpose of this activity is to display the maintenance strategy:
Display the available calendar/time based maintenance strategies. The frequency of the maintenance plan will typically be defined as weekly, monthly, annually, and so on.
A performance based maintenance plan can be created similarly by using a maintenance strategy which is activity based.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Maintenance Strategies Display
Transaction code IP12
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans Display Maintenance Strategies
2. On the Display Maintenance Strategies: Overview screen, choose the strategy called
UACHR and choose Details (In NWBC, select More… Goto Details) to view the content of the packages.
3. On the Display Maintenance Strategies: Details screen, you can see that the strategy is an hourly strategy. If this strategy is used in a maintenance plan, the plan will schedule hourly maintenance notifications.
4. Choose Back.
Result
The maintenance strategy has been checked.
4.2.2 Create Task List
Use The purpose of this activity is to maintain task lists.
Procedure
13. Access the activity using one of the following navigation options:
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance Work
Scheduling Task Lists General Maintenance Task Lists Create
Transaction code IA05
Business Role Generic EAM functions
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 18 of 27
Business Role Menu Generic EAM functions Create General Task List
14. On the Create General Task List: Initial Screen, choose Enter.
15. On the Create General Task List: Header General View screen, make the following data:
Field name Description User action and values Note
Description USAGE BASED PREVENTIVE MAINTENANCE
Planning plant <your planning plant>
Work center <your work center>
Usage 4
Planner group PMA
Status 4
System Condition 0
Maintenance strategy UACHR
Deletion flag
16. Choose Operation overview.
17. On the Create General Task List: Operation Overview screen, make the following entries:
Operation Description Work Un. No. Duration Un.
OPERATION 1 6 HR 3 2 HR
OPERATION 2 12 HR 3 4 HR
18. Choose Select all and choose Components.
19. On the General maintenance task list Create: Component Overview screen, enter your material, quantity 1, and choose Next operation for each operation.
20. After you finished Components adding for each operation, choose Back and choose MntPack.
21. On the Create General Task List: Maintenance Package Overview screen, tick all available packages for the task list.
22. Choose Save.
23. Note your task list number
24. Choose Back.
Result
Task lists have been created and maintained.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 19 of 27
4.2.3 Create Measurement Point
Use
The purpose of this activity is to maintain the measuring point.
Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics Plant Maintenance Management of Technical Objects
Environment Measuring Points Create
Transaction code IK01
Business Role Maintenance Planner
Business Role Menu Maintenance Planner Measuring Point Create measuring Point
2. On the Create Measuring Point: Initial Screen, in the MeasPointObject field, enter IEQ.
3. On the equipment field, Press F4
4. Scroll down to Location data and enter your Maintenance Plant
5. Press Execute(F8)
6. Select your desired equipment by double-clicking on it
7. Make note of your equipment number
8. Choose Refresh Screen (F9), and make following entries
MeasPtCategory MeasPoint is counter
M X
9. Choose Enter.
10. On the Create Measuring Point: Genaral Data screen, maintain the following entries.
MeasPosition
Description Characteristic
Decimal places
CntrOverReadg
AnnualEstimate
Text
FloatPointExp.
Authorization Group
Measpoint is a counter
CONTROL COCKPIT
Machine Running Hours
MACH_HOURS
0 40000
0 0 X
11. Choose save.
12. Note your measurement point
Result
Measuring Points have been created and maintained.
4.2.4 Creating Usage Based Maintenance Plan
Use
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 20 of 27
The purpose of this activity is to create a maintenance plan:
Usage based maintenance plans are using measuring points to capture the usage of a technical object. Cycles are represented for example by the number of running hours after which a maintenance task has to be performed. Work orders will be created from the maintenance plan.
Procedure
11. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Maintenance Plans Create Strategy Plan
Transaction code IP42
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans Add strategy- controlled plan
12. On the Create Maintenance Plan: Initial screen, maintain the fields as follows:
Field name Description User action and values Note
Maint. plan cat PM Maintenance Order
Strategy UACHR
13. Choose Enter.
14. On the Create Maintenance Plan: Strategy plan screen, maintain the following fields and choose Enter:
Field name Description User action and values Note
Maintenance Plan Usage based
Preventive
Maintenance
Equipment <same used for
measurement point>
Order type PM02
Main work center <as given above>
15. Scroll to the bottom of the maintenance plan and assign a relevant task list (task list type =A, Task list group= as noted above, group counter = 1) to the maintenance plan.
You can view detailed task list content, change or un-assign the task list from the maintenance plan. Choose Continue (Enter) to any messages that pop up.
16. Choose the Maintenance plan scheduling parameters tab to maintain the scheduling parameters as follows (Call Horizon = 100%, Scheduling period = 30 DAY). This means the forecast of the maintenance jobs is for the next 30 days.
17. Choose Save.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 21 of 27
18. In the Start Date dialog box, choose No to confirm the message Specify a cycle start for the maintenance plan?
19. Choose Continue (Enter).
20. Note the maintenance plan number:
Maintenance plan number: __________________
Result
The maintenance plan has been created.
4.2.5 Creating a Measurement Document
Use
Measurement documents are captured against a functional location’s measurement points. We are capturing here the running hour for our technical object
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Completion Confirmation Measurement Documents Create
Transaction code IK11
2. On the Create Measurement Document: Initial screen enter the following data:
Field name Description User action and values Note
Measuring Point the measurement point number you note before
3. Choose Enter.
4. On the Create Measurement Document: General Data screen, click the last measurement document…(F7) to check the latest reading number. Write down the number in the field of TotaltCtrReading. Back to the Create Measurement Document: General Data screen . And input the number ( the latest counter reading data+250) in the field of Counter reading push Enter. For example, you get the latest counter reading data 270, you should input 520( 270 plus 250) in the field of Counter reading
The counter reading you have entered should be higher than the current counter reading if the measurement documents have existed. If not, the counter reading entered will lead to a counter overflow.
5. Choose Save.
6. Note the Measurement document number.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Generic EAM Functions
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 22 of 27
(SAP_COCKPIT_EAMS_GENERIC_FUNC2)
Business role menu Generic EAM Functions Work Overview Measurement
Documents Create Measurement Documents
1. On the Create Measurement Documents screen enter the following data:
Field name Description User action and values Note
Basis for Measurement Reading
Measuring Point
Measuring Point the measurement point number you note before
2. Choose Enter.
3. On the Create Measurement Documents screen, check the value in the column of Reading and replace it with 250 plus and choose Enter.
The counter reading you have entered should be higher than the current counter reading if the measurement documents have existed. If not, the counter reading entered will lead to a counter overflow.
4. Choose Save.
5. Note the Measurement document number and close the window.
Result
The measurement document has been created.
4.2.6 Scheduling Maintenance Plan
Use
The first threshold of operation hours (250) has been reached. Proceed to run deadline monitoring to force the system to generate a maintenance order to perform the maintenance.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Scheduling for Maintenance Plans Schedule
Transaction code IP10
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business Role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans Schedule Maintenance Plan
2. On the Schedule Maintenance Plan: Initial screen, enter the Maintenance Plan number (the plan number has been displayed in step 4.2.2).
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 23 of 27
3. Choose Enter.
4. On the Schedule Maintenance Plan: Strategy plan XXXXXXXXXXXX screen, choose Start and confirm the Start Counter Reading pop-up screen by choosing Continue (Enter).
5. Choose Save.
Result
The maintenance plan has been triggered for the first time.
Please note: If you test this scenarios more than once, the system will not schedule new call if there is the maintenance order with status created or released. You need to complete the open order for the maintenance plan to do this step again.
4.2.7 Deadline Monitoring
Use
Run deadline monitoring:
Run deadline monitoring to generate/create the work orders that are due.
1) Ensure run occurs early enough to allow enough time, prior to the scheduled start date of the first work order, for the obtaining of the required resources.
Procedure
Assuming that the cost of the maintenance plan has been approved, proceed to run deadline monitoring to force the system to generate maintenance orders for example for the next 3 weeks (21 days). This will enable the maintenance personnel to start preparing for the execution of the work (for example, obtain the required materials, procure services, and so on).
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Preventive Maintenance
Maintenance Planning Scheduling for Maintenance Plans Deadline Monitoring
Transaction code IP30
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Planner (SAP_NBPR_EAMPLANNER_MIN_S)
Business role menu Maintenance Planner Maintenance Plans MaintSchedule Date Monitoring
2. On the Deadline Monitoring for Maintenance Plans (Batch Input IP10) screen, in the Maintenance Plan field, enter the maintenance plan number ( plan number in previous step).
3. In the Interval for Call Objects field, enter 30.
4. Choose Execute. (For NWBC From menu More… Program Execute).
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 24 of 27
The system will create maintenance order for the next 30 days (on a usage basis).To view the maintenance orders created from the above maintenance plan,
execute T-Code: IP24. (For NWBC menu: Maintenance Planner Maintenance
PlansScheduling overview list form). Search for orders using the maintenance plan number from above.
Result
Maintenance orders have been created from the maintenance plans.
4.3 Condition Based Maintenance
4.3.1 Displaying Measurement Point
Use
Measurement documents are captured against a functional location’s measurement points. For example, oil contamination (parts per million) results are captured against a truck’s measurement point monitoring gear wear.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Management of Technical
Objects Environment Measuring Points Display
Transaction code IK03
2. On the Display Measuring Point: Initial Screen, in the Measuring point field, choose F4.
3. In the Restrict Value Range dialog box, enter PRESSURE GAUGE in the field of MeasPosition and choose Continue (Enter).
4. On the Display Measuring Point: Initial Screen, choose Enter.
5. On the Display Measuring Point: General Data screen, you can review to which Functional Loc. the measuring point is assigned to YMM-1000-MM-EXC1RT2 and also the details like descriptions and unit of measures.
6. Make a note of the measuring point number.
7. Choose Back.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Generic EAM Functions
(SAP_COCKPIT_EAMS_GENERIC_FUNC2)
Business role menu Generic EAM Functions Work Overview Measuring Points
Display Measuring Point
1. On the Display Measuring Point Screen, in the Measuring point field, choose F4.
2. In the All Values: Measuring Point dialog box, enter PRESSURE GAUGE in the field of Measurement position and choose Start Search.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 25 of 27
3. Select the result and choose OK (Enter).
4. On the Display Measuring Point Screen, choose Enter.
5. On the Display Measuring Point: XX screen, you can review to which technical object the measuring point is assigned to YMM-1000-MM-EXC1RT2 and also the details like descriptions and unit of measures.
6. Make a note of the measuring point number.
7. Close the window.
Result
The functional location and its measurement point have been viewed.
4.3.2 Creating a Measurement Document
Use
The purpose of this activity is to create a measurement document to capture the condition reading and update the trend.
1) Optimal reading intervals must be established.
2) Condition trends must be studied in relation to the set limits.
In the case where the measurement reading has exceeded the target value the system must be instructed to create a notification. Addressing the deteriorated condition of a machine starts with the notification (a maintenance request) to allow for the determination of the specific maintenance activities required to repair the machine. The notification will be managed by following the corrective maintenance scenario.
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Completion Confirmation Measurement Documents Create
Transaction code IK11
2. On the Create Measurement Document: Initial screen enter the following data:
Field name Description User action and values Note
Measuring Point the measurement point number you note before
3. Choose Enter.
4. On the Create Measurement Document: General Data screen, enter the value 5 in the field of MeasRdg and push Enter.
5. Assign the Valuation code NOK since the reading is exceeding our set limit.
6. In the field of Text, enter Check the engine lubrication system.
7. Choose Save.
8. Note the Measurement document number.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 26 of 27
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Generic EAM Functions
(SAP_COCKPIT_EAMS_GENERIC_FUNC2)
Business role menu Generic EAM Functions Work Overview Measurement
Documents Create Measurement Documents
1. On the Create Measurement Documents screen enter the following data:
Field name Description User action and values Note
Basis for Measurement Reading
Measuring Point
Measuring Point the measurement point number you note before
2. Choose Enter.
3. On the Create Measurement Documents screen, enter the value 5 in the column of Reading and push Enter.
4. Assign the Valuation Code NOK since the reading is exceeding our set limit.
5. In the field of Text, enter Check the engine lubrication system.
6. Choose Save.
7. Note the Measurement document number.
8. Close the window.
Result
The measurement document and a notification have been created.
You can use T-code IK13(For NWBC menu: Maintenance Planner Measurement
Documents Display Measurement Document) to display the measurement document you created in this step. You can find the notification number that created in this step in background.
4.3.3 Reviewing Maintenance Notification
Procedure
1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance Processing
Notification Display
Transaction code IW23
2. On the Display PM Notification: Initial Screen, in the Notification field, enter your notification number created in previous step.
3. Choose Enter.
SAP Best Practices Preventive Maintenance (D57): BPD
© SAP AG Page 27 of 27
4. You can check the information about the notification.
5. If you want to finish the maintenance task, please refer to BPD D56 Corrective Maintenance.
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Maintenance Worker
(SAP_COCKPIT_EAMS_MAINT_WORKER2)
Business role menu Maintenance Worker Job List Additional Services Display Notification
1. On the Display Notification Screen, in the Notification field, enter your notification number created in previous step.
2. Choose Enter.
3. You can check the information about the notification.
4. If you want to finish the maintenance task, please refer to BPD D56 Corrective Maintenance.
Result
The maintenance notification has been reviewed.