BP PM - Conceptos básicos

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EHP3 for SAP ERP6.0

September 2008

English

Plant Maintenance Basics(860)

SAP AGDietmar-Hopp-Allee 66!!0 "all#orf German$

%&il#ing %lo'( )onfig&ration G&i#e



SAP Best Practices Plant *aintenan'e %asi's +860, )onfig&ration G&i#e

Copyright

)op$right 2008 SAP AG. All rights reser/e#.

o part of this p&bli'ation ma$ be repro#&'e# or transmitte# in an$ form or for an$ p&rpose 1itho&t theepress permission of SAP AG. he information 'ontaine# herein ma$ be 'hange# 1itho&t prior noti'e.

Some soft1are pro#&'ts mar(ete# b$ SAP AG an# its #istrib&tors 'ontain proprietar$ soft1are'omponents of other soft1are /en#ors.

*i'rosoft4 "in#o1s4 E'el4 5&tloo(4 an# Po1erPoint are registere# tra#emar(s of *i'rosoft )orporation.

%*4 D%24 D%2 7ni/ersal Database4 5S24 Parallel S$sple4 *9SESA4 A:4 S3!04 AS;004 5S3!045S;004 iSeries4 pSeries4 Series4 <Series4 S$stem i4 S$stem i=4 S$stem p4 S$stem p=4 S$stem 4

S$stem <4 S$stem <!4 <5S4 A>P4 ntelligent *iner4 "ebSphere4 etfinit$4 i/oli4 nformi4 i=5S4P5"ER4 P5"ER=4 P5"ER=?4 5penPo1er an# Po1erP) are tra#emar(s or registere# tra#emar(s of%* )orporation.

A#obe4 the A#obe logo4 A'robat4 PostS'ript4 an# Rea#er are either tra#emar(s or registere# tra#emar(sof A#obe S$stems n'orporate# in the 7nite# States an#or other 'o&ntries.

5ra'le is a registere# tra#emar( of 5ra'le )orporation.

7:4 :5pen4 5S>4 an# *otif are registere# tra#emar(s of the 5pen Gro&p.

)itri4 )A4 Program eighborhoo#4 *eta>rame4 "in>rame4 9i#eo>rame4 an# *&lti"in are tra#emar(sor registere# tra#emar(s of )itri S$stems4 n'.

H*@4 :*@4 :H*@ an# "3) are tra#emar(s or registere# tra#emar(s of "3)4 "orl# "i#e "eb)onsorti&m4 *assa'h&setts nstit&te of e'hnolog$.

Ba/a is a registere# tra#emar( of S&n *i'ros$stems4 n'.

Ba/aS'ript is a registere# tra#emar( of S&n *i'ros$stems4 n'.4 &se# &n#er li'ense for te'hnolog$in/ente# an# implemente# b$ ets'ape.

SAP4 R34 Apps4 App4 SAP et"ea/er4 D&et4 PartnerE#ge4 %$Design4 SAP %&siness %$Design4 an#

other SAP pro#&'ts an# ser/i'es mentione# herein as 1ell as their respe'ti/e logos are tra#emar(s or

registere# tra#emar(s of SAP AG in German$ an# in se/eral other 'o&ntries all o/er the 1orl#. All other

pro#&'t an# ser/i'e names mentione# are the tra#emar(s of their respe'ti/e 'ompanies. Data

'ontaine# in this #o'&ment ser/es informational p&rposes onl$. ational pro#&'t spe'ifi'ations ma$/ar$.

hese materials are s&bCe't to 'hange 1itho&t noti'e. hese materials are pro/i#e# b$ SAP AG an# its

affiliate# 'ompanies +SAP Gro&p, for informational p&rposes onl$4 1itho&t representation or 1arrant$

of an$ (in#4 an# SAP Gro&p shall not be liable for errors or omissions 1ith respe't to the materials. he

onl$ 1arranties for SAP Gro&p pro#&'ts an# ser/i'es are those that are set forth in the epress 1arrant$

statements a''ompan$ing s&'h pro#&'ts an# ser/i'es4 if an$. othing herein sho&l# be 'onstr&e# as

'onstit&ting an a##itional 1arrant$.

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Icons

Icon Meaning

)a&tion

Eample

ote

Re'ommen#ation

S$nta

Eternal Pro'ess

%&siness Pro'ess Alternati/eDe'ision )hoi'e

Typographic Conventions

Type Style Description

Example text "or#s or 'hara'ters that appear on the s'reen. hese in'l&#e fiel#names4 s'reen titles4 p&shb&ttons as 1ell as men& names4 paths an#

options.

)ross-referen'es to other #o'&mentation.

Example text Emphasi<e# 1or#s or phrases in bo#$ tet4 titles of graphi's an# tables.

E:A*P@E E: ames of elements in the s$stem. hese in'l&#e report names4program names4 transa'tion 'o#es4 table names4 an# in#i/i#&al (e$1or#s of a programming lang&age4 1hen s&rro&n#e# b$ bo#$ tet4 foreample4 SE@E) an# )@7DE.

Example text S'reen o&tp&t. his in'l&#es file an# #ire'tor$ names an# their paths4messages4 so&r'e 'o#e4 names of /ariables an# parameters as 1ell asnames of installation4 &pgra#e an# #atabase tools.

EXAMPLE TEXT

e$s on the (e$boar#4 for eample4 f&n'tion (e$s +s&'h as F2, or theENTER (e$.

Example text Ea't &ser entr$. hese are 1or#s or 'hara'ters that $o& enter in thes$stem ea'tl$ as the$ appear in the #o'&mentation.

<Example text> 9ariable &ser entr$. Pointe# bra'(ets in#i'ate that $o& repla'e these1or#s an# 'hara'ters 1ith appropriate entries.

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Contents

P&rpose............................................................................................................................. =

2 Preparation........................................................................................................................=

2. PrereF&isites............................................................................................................=2.. %&il#ing %lo'(s....................................................................................................=

3 )onfig&ration.....................................................................................................................=

3. Defining @o'ation.....................................................................................................=

3.2 *aintaining *aintenan'e Planning Plant.................................................................6

3.3 Assigning *aintenan'e Planning Plant to *aintenan'e Plant.................................6

3.; Defining Permit )ategories......................................................................................

3.= Defining 5bCe't $pes..............................................................................................

3.6 Defining Plant Se'tions............................................................................................8

3. Defining Planner Gro&ps.........................................................................................8

3.8 Defining 5bCe't nformation e$s............................................................................!3.! E#iting )atalogs....................................................................................................0

3.0 Defining )atalog Profile.........................................................................................3

3. )reating Str&'t&re n#i'ator for Referen'e >&n'tional @o'ations..........................;

3.2 Defining %&siness 9ie1s for EF&ipment )ategories..............................................=

3.3 Defining *aterial Gro&ps.......................................................................................=

3.; )reating Defa&lt 9al&e Profiles for Eternal Pro'&rement.....................................6

3.= *aintaining Settlement Profiles.............................................................................

3.6 *aintaining Allo'ation Str&'t&re............................................................................

3. Assigning Allo'ation Str&'t&re to Settlement Profiles............................................8

3.8 *aintaining 9al&e )ategories................................................................................!

3.! Assigning )ost Elements to 9al&e )ategories.......................................................20

3.20 Defining Defa&lt 9al&es for 9al&e )ategories........................................................20

3.2 Defining Defa&lt 9al&es Profiles for General 5r#er Data.......................................2

3.22 Defining *aintenan'e A'ti/it$ $pes.....................................................................22

3.23 Defining Defa&lt 9al&es for )omponent tem )ategories.......................................22

3.2; A'ti/ating Defa&lt 9al&e for )&rrent Date as %asi' Date.......................................23

3.2= Defining Defa&lt 9al&es for 7nits for 5peration.....................................................23

3.26 Defining )&rren'$ for *aintenan'e Statisti's........................................................2;

3.2 Assigning 9al&e )ategories to *aintenan'e )ost e$ >ig&res.............................2;

; *aster Data.....................................................................................................................2=

;. )reating *aterials for Plant *aintenan'e..............................................................2=

;.2 Assigning &mber Range for as( @ists................................................................2=

;.3 )reating "or( )enters for Plant *aintenan'e.......................................................26

;.; )reating 9en#or for Different A''o&nt Gro&ps.......................................................26

;.= )reating >&n'tional @o'ations...............................................................................26

;.6 )reating EF&ipments.............................................................................................2

;. )reating *aintenan'e Assemblies........................................................................2

;.8 )reating an# )hanging EF&ipment %ill of *aterials..............................................28

;.! )reating an# )hanging *aterial %ill of *aterials...................................................28

;.0 )reating nfo Re'or#..............................................................................................28

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Plant Maintenance Basics

1 Purpose

his 'onfig&ration g&i#e pro/i#es the information $o& nee# to set &p the 'onfig&ration of thisb&il#ing blo'( man&all$.

Preparation

!1 Prere"uisites

!1!1 Buil#ing Bloc$s%efore $o& start installing this s'enario4 $o& m&st install prereF&isite b&il#ing blo'(s. >or moreinformation4 see the %&il#ing %lo'( PrereF&isites *atri for )hemi'als.

% Con&iguration

%!1 De&ining 'ocation

sehe p&rpose of this a'ti/it$ is to #efine lo'ations 1ithin a plant. A lo'ation allo1s a plant to be'lassifie# a''or#ing to spatial or sit&ation 'riteria.

Proce#ure

. A''ess the a'ti/it$ &sing one of the follo1ing na/igation options

Transaction co#e SPR5

IM *enu Enterprise Structure → Definition → Logistics - General → Define

Location

2. )hoose New Entries.

3. 5n the follo1ing s'reen4 ma(e the follo1ing entries

+iel# na*e Description ser action an# values ,ote

Plnt 000

@o'ation IJ000

ame @o'ation

Enter

)o&ntr$

@o'ation IJ0002

ame @o'ation 2

Enter

;. Sa/e $o&r settings.

-esulthe lo'ations for Plant 000 ha/e been 'reate#.

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%! Maintaining Maintenance Planning Plant

sehe p&rpose of this a'ti/it$ is to #efine the maintenan'e planning plant.

Proce#ure. A''ess the a'ti/it$ &sing one of the follo1ing na/igation options


IM *enu Enterprise Structure → Definition → Plant Maintenance → Maintain

maintenance planning plant




Planning plant 000

ame Planning Plant


-esulthe maintenan'e planning plant is #efine#.

%!% .ssigning Maintenance Planning Plant toMaintenance Plant

sehe p&rpose of this a'ti/it$ is to assign planning plant to plant.

Proce#ure



IM *enu Enterprise Structure → Assignment → Plant Maintenance → Assign

maintenance planning plant to maintenance plant

2. )hoose Change.

3. )hoose the appropriate ro1.

;. 5n the follo1ing s'reen4 ma(e the follo1ing entries


Plnt 000

ame Plant

Plnt

ame Pro#&'tion Plant

=. Sa/e $o&r settings.

-esulthe planning plant is assigne# to plant.

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%!/ De&ining Per*it Categories

sehe p&rpose of this a'ti/it$ is to #efine permit 'ategories. o& 'an &se permits to #efine'ertain r&les or 'on#itions that are to be obser/e# #&ring the ee'&tion of maintenan'e tas(s.

o& 'an #efine the time #&ring the or#er pro'essing4 the permit m&st be grante#• before an or#er is release#

• before an or#er is te'hni'all$ 'omplete#

Proce#ure



IM *enu Plant Maintenance and Customer Serice → Master Data in Plant

Maintenance and Customer Serice → !asic Settings → Permits →

Define Permit Categories

2. )hoose Change.




)at A

ame "or( appro/al

)at %

ame Safet$ permit


-esultPermit 'ategories are #efine#.

%! De&ining 23ect Types

sehe p&rpose of this a'ti/it$ is to #efine the t$pes of te'hni'al obCe'ts. e'hni'al obCe'ts 'anbe organi<e# into gro&ps &sing obCe't t$pes. he gro&ping is &se# to e/al&ate master #ata ormaintenan'e #ata for te'hni'al obCe'ts.

Proce#ure




Maintenance and Customer Serice → "echnical #$%ects →General

Data → Define "&pes of "echnical #$%ects

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23ect Type Description

3000 *otors

;000 )on/e$or

=000 *ills an# )r&sher

6000 Hopper an# Silo

000 an(er an# )ontainer

8000 )ontrollers


-esult5bCe'ts $pes are #efine#.

%!6 De&ining Plant Sections

sehe p&rpose of this a'ti/it$ is to #efine plant se'tions that enable to s&b#i/i#e themaintenan'e plant from the point of /ie1 of pro#&'tion responsibilit$. he person responsiblefor the plant se'tion is the 'onta't for 'oor#ination bet1een pro#&'tion an# plantmaintenan'e.

Proce#ure




Maintenance and Customer Serice → "echnical #$%ects → General

Date → Define Plant Sections



Plant Plant section Pers-esponsi2le Telephone

000 00 Ellen Smith 06!-23;=68

000 *A George Bones 06!-23;=68!

000 @AG %ett$ %ro1n 06!-3;=68!0

000 *S Henr$ *iller 06!-;=68!0

000 R5H @in#a ates 06!-=68!02


-esultPlant se'tions are #efine#.

%!4 De&ining Planner roups

se

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he p&rpose of this a'ti/it$ is to #efine planner gro&ps or maintenan'e planning gro&psseparatel$ for ea'h planning plant.

Proce#ure





Date → Define Planner Groups



PlPl P ,a*e Telephone

000 00 P*-Planner 00 60=38

000 00 P*-Planner Ele'. 60=3!

000 200 P*-Planner *e'h. 60=;0


-esultPlanner gro&ps are #efine#.

%!8 De&ining 23ect In&or*ation 5eys

sehe p&rpose of this a'ti/it$ is to #efine the obCe't information (e$. his (e$ 'ontrols a spe'ial

information 1in#o1. he parameters set here #etermine 1hi'h #ata is to be sho1n for ate'hni'al obCe't. he (e$ 'an be assigne# to the follo1ing obCe'ts

• >&n'tional lo'ation 'ategories

• EF&ipment 'ategories

• otifi'ation t$pes

• 5r#er t$pes

Proce#ure





Date → Define #$%ect 'nformation (e&s




5bCe't info IJP*0000

he follo1ing settings are ma#e for obCe't info IJP*0000

a. Referen'e for notifi'ation an# 'lass sele'tion5bCe't

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b. nfo.s$stem K time frame an# threshol# /al&es

o. #a$s 36=

otifi'ations 'reate#

5r#ers 'reate#

'. otifi'ations K sele'tion an# a&tomati' #ispla$

Sele'tion 'omplete# otifi'ations

Sele'tion #a$s 36=


-esulthe obCe't information (e$ 1as 'reate#.

%! 7#iting Catalogs

se

he p&rpose of this a'ti/it$ is to e#it 'atalogs.

Proce#ure


Transaction co#e IS;

IM *enu )ualit& Management → )ualit& Planning → !asic Data → Catalog →

Edit Catalogs

2. )hoose a'ti/it$ Edit Code Groups and Codes.

Catalog

. )hoose 'atalog * 4 )o#e gro&p + an# 'hoose Enter .

2. *a(e the follo1ing entr$ for a ne1 'o#e gro&p b$ 'hoosing New Entries

Co#e group Short Tet Co#e group Status

I-)HE@ )H tas(s ele'tri' release#

3. )hoose the ne1 entr$ an# 'hoose in the #ialog str&'t&re the entr$ Codes,

;. )hoose New Entries

Co#e Co#e Short Tet +ollo9:p action

E@00 )he'( 'ontrols

E@0 *eas&re )&rrent

E@02 )hange #ra1ing

E@03 Repla'e part

E@0; 5r#er part

=. Go ba'( 1ith ..

6. )hoose New Entries an# ma(e the follo1ing entr$ for a ne1 'o#e gro&p


I-)H*E )H tas(s me'hani'al release#

. )hoose the ne1 entr$ an# 'hoose in the #ialog str&'t&re the entr$ Codes,

8. )hoose New Entries

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Co#e Co#e Short Tet +ollo9:p action

*E00 )he'( l&bri'ation

*E0 )arr$ o&t a#C&stment

*E02 Repla'e part

*E03 5r#er part

*E0; )hange #ra1ing

!. Sa/e $o&r entries.

Catalog

. )hoose 'atalog / 4 )o#e gro&p + an# 'hoose Enter .

2. )hoose New Entries an# ma(e the follo1ing entries


I-)HE@ )H )a&ses ele'tri'al Release#

I-)H*E )H )a&ses me'hani'al Release#

3. Go ba'( 1ith ..

;. )hoose the first ne1 entr$ 0)-C1EL2 an# 'hoose in the #ialog str&'t&re the entr$Codes,

=. )hoose New Entries,

Co#e Co#e Short Tet

E@00 Short 'ir'&it

E@0 @oose 'onne'tor

E@02 5perating seF&en'e error

E@03 n'ore't set point

E@0; 5perating error

6. Go ba'( 1ith ..

. )hoose the se'on# ne1 entr$ 0)-C1ME2 an# 'hoose in the #ialog str&'t&re the entr$Codes,

8. )hoose New Entries3

Co#e Co#e Short Tet

*E00 ns&ffi'ient @&bri'ation

*E0 Defle'tion

*E02 )orrosion

*E03 %rea(age

*E0; Abrasion

!. Go ba'( 1ith ..

0. Sa/e $o&r entries.

Catalog .

. )hoose 'atalog A4 )o#e gro&p + an# 'hoose Enter .2. )hoose New Entries an# ma(e the follo1ing entries

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I-)HE@ )H A'ti/ities ele'tri'al Release#

I-)H*E )H A'ti/ities me'hani'al Release#

3. )hoose the ne1 entr$ 0)-C1EL2 an# 'hoose in the #ialog str&'t&re the entr$ Codes,

;. )hoose New Entries,

Co#e Co#e Short Tet

E@00 Part repla'e#

E@0 Pro'ess 'he'(e#

E@02 emporaril$ repaire#

E@03 Parameter set &p

=. Go ba'( 1ith ..

6. )hoose the ne1 entr$ 0)-C1ME2 an# 'hoose in the #ialog str&'t&re the entr$ Codes,

. )hoose New Entries,

Co#e Co#e Short Tet

*E00 Part repla'e#

*E0 emporaril$ repaire#

*E02 Part l&bri'ate#

*E03 Part a#C&ste#

8. Go ba'( 1ith ..

!. Sa/e $o&r entries.

Catalog B

. )hoose 'atalog !4 )o#e gro&p + an# 'hoose Enter .

2. )hoose New Entries an# ma(e the follo1ing entries


I-)HE@ )H obCe't parts ele'tri'al Release#

I-)H*E )H obCe't parts me'hani'al Release#

3. )hoose the ne1 entr$ 0)-C1EL2 an# 'hoose in the #ialog str&'t&re the entr$ Codes,

;. )hoose New Entries,

Co#e Co#e Short Tet

E@00 >&ses

E@0 Prote'ti/e #e/i'e

E@02 P@)

E@03 *otors an# #ri/es

=. Go ba'( 1ith ..

6. )hoose the ne1 entr$ 0)-C1ME2 an# 'hoose in the #ialog str&'t&re the entr$ Codes,

. )hoose New Entries,

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IM *enu Plant Maintenance and Customer Serice → Maintenance and

Serice Processing → Maintenance and Serice Notification →

Notification Creation → Notification Content → Define Catalog Profile




)at.prof. I-P*000

)atalog profile )atalog profile for Plant *ainten.

;. eep entr$ 0)-PM4442 sele'te# an# 'hoose Catalogs5code groups,

=. )hoose New Entries.


Catalog Co#e group

2 I-)HE@

2 I-)H*E

= I-)HE@

= I-)H*E

A I-)HE@

A I-)H*E

% I-)HE@

% I-)H*E

) I-)HE@

) I-)H*E

. )hoose Sae.

-esulthe 'atalog profile for notifi'ations 1as #efine#.

%!11 Creating Structure In#icator &or -e&erence

+unctional 'ocations

sehe p&rpose of this a'ti/it$ is to 'reate the str&'t&re in#i'ator that #etermines the e#it mas(an# the n&mber of the hierar'h$ le/els 1hen $o& 'reate f&n'tional lo'ation str&'t&res.

Proce#ure




Maintenance and Customer Serice → "echnical #$%ects→unctional Locations → Create Structure 'ndicator for 6eference

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Locations5unctional Locations




Str.n# I)H

Str&'tn#et Str&'t&re n#i'ator )H

E#it mas( ::::-::::::::::::::::::-:

Hier@e/el 2 3 ; = 6


-esulthe str&'t&re in#i'ator is 'reate#.

%!1 De&ining Business ;ie9s &or 7"uip*entCategories

sehe p&rpose of this a'ti/it$ is to a&tomati'all$ maintain the assigne# #ata fiel#s an# s'reens if $o& a'ti/ate the serial #ata /ie1.

Proce#ure




Maintenance and Customer Serice → "echnical #$%ects →

E7uipment → E7uipment Categories → Define Additional !usiness

8iews for E7uipment Categories

2. )hoose Change.




)at I

Serialisation #ate


-esult A##itional %&siness 9ie1s for EF&ipment )ategories are #efine#.

%!1% De&ining Material roups

sehe p&rpose of this a'ti/it$ is to #efine material gro&ps.

Proce#ure

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Transaction co#e 5*S>

IM *enu Logistics→ General → Material Master → Settings for (e& ields

→ Define Material Groups

2. 5n the Change 8iew Material Group3 #eriew s'reen4 'hoose New Entries.

3. 5n the New Entries3 #eriew of Added Entries s'reen4 ma(e the follo1ing entries


*atl Gro&p IP*0

*aterial Gro&p Des'. Spare parts

Des'ription 2 formaterial gro&p

*aterial gro&p for spare parts


*atl Gro&p IP*02

*aterial Gro&p Des'. Spare parts ser/i'es

Des'ription 2 formaterial gro&p

*aterial gro&p for spare partsser/i'es

;. )hoose Sae.

-esult*aterial gro&ps 1ere #efine#.

%!1/ Creating De&ault ;alue Pro&iles &or 7ternalProcure*ent

sehe p&rpose of this a'ti/it$ is to #efine the profiles for eternal pro'&rement of ser/i'es an#materials. n the eternal pro'essing profile4 $o& 'an store #efa&lt /al&es to generatep&r'hase reF&isitions from maintenan'e or#ers.

Proce#ure




Serice Processing → Maintenance and Serice #rders →

unctions and Settings for #rder "&pes → Create Default 8alue

Profiles for External Procurement




EternProfile I)H00

Profile Eternal material

)ost element ;0!!

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P&r'hasing org. 000

P&r'h. gro&p 00

*aterial gro&p IP*0


EternProfile I)H002

Profile Pro'&re# ser/i'es

)ost element ;!!!!200

P&r'hasing org. 000

P&r'h. gro&p 00

*aterial gro&p IP*02

;. )hoose Sae.

-esulthe profiles for eternal pro'&rement of ser/i'es an# materials are #efine#.

%!1 Maintaining Settle*ent Pro&iles

sen the settlement profile4 $o& #efine a range of 'ontrol parameters for settlement. o& m&st#efine the settlement profile before $o& 'an enter a settlement r&le for a sen#er.

f $o& 1ant to settle the 'osts ea'h time to C&st one 'ost 'enter or C&st one G@ a''o&nt4 $o&

nee# a settlement profile. Sin'e $o& 'annot maintain the settlement parameters #&ringsettlement to a re'ei/er4 $o& m&st sa/e the settlement profile either in the or#er t$pe or in themo#el or#er or referen'e or#er.

he settlement profile in'l&#es4 among other things4 the retention perio# for the settlement#o'&ments. o& sho&l# bear in min# the follo1ing 1hen $o& #etermine the retention perio#.

he settlement #o'&ments ta(e &p a##itional storage 'apa'it$. "hen a posting perio# isfinall$ lo'(e# against f&rther postings in >inan'ial A''o&nting an# )ontrolling4 $o& 'an 'learthe settlement #o'&ments. Ho1e/er4 $o& sho&l# b&il# in a safet$ margin4 as $o& nee# thesettlement #o'&ments if $o& ha/e to 'an'el an$ settlements or repeat the perio# en# 'lose.

Proce#ure




Serice Processing → !asic Settings → General #rder Settlement

→ Maintain Settlement Profiles




Settlement

Profile

I*00

et )H *aintenan'e or#er

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)ost element

P&r'hasing org.

%!16 Maintaining .llocation Structure

seD&ring settlement4 'osts in'&rre# &n#er the primar$ an# se'on#ar$ 'ost elements b$ a sen#er are allo'ate# to one or more re'ei/ers. "hen $o& settle b$ 'ost element4 $o& settle &sing theappropriate original 'ost element.

An allo'ation str&'t&re 'omprises one or se/eral settlement assignments. An assignmentsho1s 1hi'h 'osts +origin 'ost element gro&ps from #ebit 'ost elements, are to be settle# to1hi'h re'ei/er t$pe +for eample4 'ost 'enter4 or#er4 an# so on,. o& ha/e t1o alternati/es insettlement assignment

• o& assign the #ebit 'ost element gro&ps to a settlement 'ost element.

• o& settle b$ 'ost element - that is4 the #ebit 'ost element is the settlement 'ostelement.

his is a goo# i#ea4 for eample4 if the reF&ire# 'apital spen#ing for an asset $o& are b&il#ing$o&rself is to be monitore#. hese 'osts are settle# b$ 'ost element to an in/entor$ a''o&ntin Asset A''o&nting at the en# of the $ear4 or 1hen the meas&re is 'omplete.

Ea'h allo'ation str&'t&re m&st f&lfill the follo1ing 'riteria

• )ompleteness

An allo'ation str&'t&re is assigne# to ea'h obCe't to be settle#. All 'ost elements in1hi'h 'osts are in'&rre#4 m&st be represente# in the appropriate allo'ation str&'t&re.

• 7niF&eness

Ea'h 'ost element in 1hi'h 'osts are in'&rre# ma$ onl$ appear on'e in an allo'ation

str&'t&re. 5nl$ one settlement 'ost element ma$ be assigne# to a so&r'e 1ithin aparti'&lar allo'ation str&'t&re.

f $o& reF&ire a##itional #ebit- or settlement 'ost elements4 $o& 'an 'reate these &sing the f&n'tion

*aintain Settlement )ost Elements.

Proce#ure





→ Maintain Allocation structure




Settlement Profile I

et )H Allo'.Str&'. Plant *ainten.


-esult

he profiles for eternal pro'&rement of ser/i'es an# materials are #efine#.

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%!14 .ssigning .llocation Structure to Settle*entPro&iles

seD&ring settlement4 'osts in'&rre# &n#er the primar$ an# se'on#ar$ 'ost elements b$ a sen#er are allo'ate# to one or more re'ei/ers. "hen $o& settle b$ 'ost element4 $o& settle &sing theappropriate original 'ost element.

An allo'ation str&'t&re 'omprises one or se/eral settlement assignments.

Proce#ure





→ Maintain Settlement Profile




Settlement Profile )hoose I*00

Allo'ation str&'t&re Assign I


-esulthe allo'ation profile is assigne# to the settlement profile.

%!18 Maintaining ;alue Categories

sehe p&rpose of this a'ti/it$ is to maintain /al&e 'ategories. 9al&e 'ategories are inter/als for'ost elements. hese are reF&ire# to &p#ate the

• Plant *aintenan'e nformation S$stem

• )&stomer Ser/i'e nformation S$stem

Proce#ure




Serice Processing → !asic Settings → Settings for Displa& of Costs

→ Maintain 8alue Categories

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2. Enter 7ser )omponent PM .

3. Enter )ontrolling Area 2444 .

;. )hoose New Entries.

=. 5n the follo1ing s'reen4 ma(e the follo1ing entries

;al!cat! Tet Costs

IJP*0 P* nternal material

IJP*02 P* Ser/i'es

IJP*03 P* Eternal material

IJP*0; P* nternal emplo$ees

6. Sa/e $o&r settings.

-esult9al&e 'ategories are maintaine#.

%!1 .ssigning Cost 7le*ents to ;alue Categories

sehe p&rpose of this a'ti/it$ is to #efine a 'ost element4 a 'ost element inter/al or a 'ostelement gro&p as a /al&e 'ategor$.

Proce#ure



IM *enu Plant Maintenance and Customer Serice→

Maintenance andSerice Processing → !asic Settings → Settings for Displa& of Costs

→ Assign Cost Elements to 8alue Categories




;al!cat! Se"!nr! +ro* cost ele* To cost ele*

IJP*0 ;0!!

IJP*02 ;!!!!200

IJP*03 ;!!!!00

IJP*0; ;;!;200


-esult)ost elements are assigne# to /al&e 'ategories.

%!0 De&ining De&ault ;alues &or ;alue Categories

se

n this step4 $o& 'an #efine #efa&lt /al&es for the /al&e 'ategories for the entr$ of 'osts.

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Proce#ure




Serice Processing → !asic Settings → Settings for Displa& of Costs→ Define Default 8alues for 8alue Categories




;al!cat! Description ser action an# values ,ote

IJP*0 P* nternalmaterial

IJP*02 P* Ser/i'es

IJP*03 P* Eternalmaterial

IJP*0; P* nternalemplo$ees


-esultDefa&lt /al&es for 9al&e 'ategories #efine#.

%!1 De&ining De&ault ;alues Pro&iles &or eneral r#er

Data

sen this )&stomi<ing A'ti/it$4 $o& #efine #efa&lt /al&es for f&rther or#er #ata. "hen ma(ingthese settings4 $o& sho&l# 'he'( 'aref&ll$ to see 1hether $o& ha/e to maintain allparameters.

>or or#er pro'essing for maintenan'e- or ser/i'e or#ers4 $o& sho&l#

• #efine a (e$ 1or# D to 'hoose the &ser-#efine# fiel#s from the tas( list an#

• allo'ate a 'al'&lation (e$ to 'al'&late the 'apa'it$ of the operation.

o& onl$ nee# to ma(e f&rther settings if $o& 1ant to &se the relationships for operations an#

their graphi' #ispla$. Here $o& 'an• #efine the /ie1 for the graphi' #ispla$ of the relationships

• #efine a (e$ for the reF&ire# graphi's profile

• #efine a (e$ for the eplosion le/el for the graphi' maintenan'e of stan#ar# net1or(s

• allo'ate a (e$ for the s'he#&ling of or#ers that are allo'ate# to "%S elements.

Proce#ure




Serice orders → unctions and settings for order t&pes → Definedefault alues profiles general order data

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Profile IJ000

Des'ription P* Stan#ar# profile )H

)al'&lation e$

Relationship /ie1

Graphi's profile P* et1or(

;. )hoose !ac9 .


-esultProfiles 1ith #efa&lt /al&es are #efine#.

%! De&ining Maintenance .ctivity Types

see$ for the t$pe of maintenan'e a'ti/it$ pro/i#e#. A'ti/ities are #i/i#e# into repairs4sh&t#o1ns4 reg&lar a'ti/ities4 inspe'tions an# so on. n 'ost e/al&ations4 for eample4 total'osts or n&mber of or#ers for ea'h te'hni'al obCe't4 $o& 'an 'lassif$ #ata a''or#ing tomaintenan'e a'ti/it$ t$pe.

Proce#ure




Serice Processing → Maintenance and Serice #rders →

unctions and Settings for #rder "&pes → Maintenance Actiit&

"&pes → Define Maintenance Actiit& "&pes



M.T M.T Description ,ote

I >a&lt )learan'e

I2 Planne# Rep. base# on brea(#o1n

I3 Planne# Rep. base# on reF&est

I; *o#ifi'ation

I= 5ptimi<ation

I6 Pre/enti/e *aintenan'e

I nspe'tion

I8 Re/ision proCe't

I! n/estment a'ti/ities

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-esult*aintenan'e a'ti/it$ t$pes 1ere #efine#.

%!% De&ining De&ault ;alues &or Co*ponent Ite*Categories

sen this 1or( step4 $o& 'an #etermine the proposal /al&es for the item 'ategories of the or#er'omponents.

Proce#ure



IM *enu Plant Maintenance and Customer Serice → Maintenance andSerice Processing → Maintenance and Serice #rders → General

Data →Define default alues for component item categories



Mat!Type Plant Ite* Category

ERSA 000 @


-esultDefa&lt /al&es for 'omponent 'ategories #efine#.

%!/ .ctivating De&ault ;alue &or Current Date as BasicDate

sen this step4 $o& 'an #efine for 1hi'h plants the '&rrent #ate sho&l# be propose# as a basi'#ate for the or#er.

Proce#ure




Serice Processing → Maintenance and Serice #rders → General

Data →Define default alues for Current Date as !asic Date

2. Set flag Defa&lt '&rrent Date for Planning Plant 000


-esult

)&rrent Date as %asi' Date as #efa&lt /al&e #efine#.

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%! De&ining De&ault ;alues &or nits &or peration

sehe p&rpose of this a'ti/it$ is to spe'if$ the #efa&lt /al&es for &nits of the #&ration an# the1or( o&tp&t of an operation.

Proce#ure




Serice Processing → Maintenance and Serice #rders → General

Data → Define Default 8alues for :nits for #peration




Planning plant 000

orm.#&ratn &n. H

7nit for 1or( H


-esulthe #efa&lt /al&es for &nits of the #&ration an# the 1or( o&tp&t of an operation are spe'ifie#.

%!6 De&ining Currency &or Maintenance Statisticssehe p&rpose of this a'ti/it$ is to #efine in 1hi'h '&rren'$ plant maintenan'e statisti'al #ata ismanage#.

Proce#ure



IM *enu Plant Maintenance and Customer Serice → 'nformation S&stems for

Plant Maintenance and Customer Serice → Define Currenc& for

Maintenance Statistics



Statisti's '&rren'$ R

Short tet R&pee


-esult)&rren'$ for *aintenan'e Statisti's is #efine#.

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%!4 .ssigning ;alue Categories to Maintenance Cost5ey +igures

sehe p&rpose of this a'ti/it$ is to allo'ate /al&e 'ategories to P* 'ost (e$ fig&res pre#efine#b$ SAP. he /al&e 'ategor$ generall$ gro&ps se/eral 'ost element a''o&nts together.

Proce#ure



IM *enu Plant Maintenance and Customer Serice → 'nformation S&stems for

Plant Maintenance and Customer Serice → Assign 8alue

Categories to Maintenance Cost (e& igures



Cost5ey+ig ;alue cat! 5ey &igure #escript! ;alue cat! #escript!

A*A5SE IJP*0 nternal material P* nternal material

A*A5S> IJP*03 Eternal material P* Eternal material

APER5SE IJP*0; nternal emplo$ees P* nternal emplo$ees

APER5S> IJP*02 Eternal emplo$ees P* Ser/i'es


-esult

9al&e 'ategories to maintenan'e 'ost (e$ fig&res are assigne#.

/ Master Datahe follo1ing a'ti/ities #es'ribe the master #ata reF&ire# for this %&il#ing %lo'(. he steps #onot #es'ribe the transa'tions in #etail b&t list the rele/ant transa'tion an# the 'orrespon#ingmaster #ata file. >or more #etails on &sing the in#i/i#&al transa'tions refer to the 5nline Helpin the s$stem.

/!1 Creating Materials &or Plant Maintenance

sehe p&rpose of this a'ti/it$ is to 'reate spare part materials that are a/ailable in storage 1henreF&ire# b$ the maintenan'e personnel.

Proce#ure


S.P 7CC *enu Logistics Plant Maintenance Management of "echnical#$%ects Material Create ;General<

Transaction co#e **0

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2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB<MM01<.''<;I7=S<01<>01<860!T?T .

-esultSpare part materials 1ith the n&mbers )H-8 are 'reate#.

/! .ssigning ,u*2er -ange &or Tas$ 'ists

sehe p&rpose of this a'ti/it$ is to 'reate an eternal n&mber range for tas( lists.

Proce#ure



IM *enu Plant Maintenance and Customer Serice → Maintenance Plans=

>or9 Centers= "as9 Lists and P6"s → "as9 Lists → Control Data →

Define Num$er range for General Maintenance "as9 Lists

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB10<S,-<00%<P0<860!T?T

-esulthe tas( lists n&mber range @- is 'reate#.

/!% Creating =or$ Centers &or Plant Maintenance

se

he p&rpose of this a'ti/it$ is to 'reate 1or( 'enters that represent spe'ifi' gro&ps of plantmaintenan'e 1or(ers.

Proce#ure


S.P 7CC *enu Logistics Plant Maintenance Management of "echnical #$%ects Enironment >or9 Centers >or9 Center '642 - Create

Transaction co#e R0

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB10<=-5<C7,T7-<<P0<860!T?T

-esult"or( 'enters 1ith the n&mber RES- are 'reate#.

/!/ Creating ;en#or &or Di&&erent .ccount roups

sehe p&rpose of this a'ti/it$ is to 'reate /en#or for #ifferent A''o&nt Gro&ps. A /en#or is ab&siness partner from 1hom goo#s an# ser/i'es 'an be pro'&re#.

Prere"uisites

here eist '&stomi<ing settings that are &se# for the /en#or 'reation. *a(e s&re that thereF&ire# settings4 from b&il#ing blo'( I0 an# I are alrea#$ installe#.

SAP AG of




Proce#ure


S.P 7CC *enu Logistics→ Materials Management → Purchasing → Master

Data → 8endor → Central → Create

Transaction co#e :0

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB1<?501<010<>%0<@60!T?T

/! Creating +unctional 'ocations

sehe p&rpose of this a'ti/it$ is to 'reate f&n'tional lo'ations that represent the str&'t&re of theplant in in'reasingl$ greater le/els of #etails.

Prere"uisiteshe plant maintenan'e 1or( 'enters m&st ha/e been 'reate# 1ithin the s$stem.

Proce#ure


S.P 7CC *enu Logistics Plant Maintenance Management of "echnical#$%ects unctional location Create

Transaction co#e @0

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB10<I'01<00%<P6<860!T?T

-esult>&n'tional lo'ations for ea'h of the #ifferent le/els reF&ire# are 'reate#.

/!6 Creating 7"uip*ents

sehe p&rpose of this a'ti/it$ is to 'reate eF&ipments reF&ire# for the &se 1ithin the plantmaintenan'e mo#&le.

Prere"uisiteshe plant maintenan'e 1or( 'enters m&st ha/e been 'reate# 1ithin the s$stem.

Proce#ure


S.P 7CC *enu Logistics Plant Maintenance Management of "echnical#$%ects E7uipment 'E42 Create ;General<

Transaction co#e E0

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB10<I701<00/<P6<860!T?T

-esultEF&ipment 1ith an# 1itho&t serial n&mbers for &se 1ithin the plant maintenan'e mo#&le is'reate#.

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/!4 Creating Maintenance .sse*2lies

sehe p&rpose of this a'ti/it$ is to 'reate spe'ial t$pes of materials (no1n as maintenan'eassemblies4 1hi'h 'an later be &se# in bill of materials.

Proce#ure


S.P 7CC *enu Logistics Plant Maintenance Management of "echnical#$%ects Material Create ;Special< Maintenance Assem$l&

Transaction co#e **P

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB10<MMP1<006<P6<860!T?T

-esult

*aintenan'e assemblies for &se 1ithin bill of materials are 'reate#.

/!8 Creating an# Changing 7"uip*ent Bill o& Materials

sehe p&rpose of this a'ti/it$ is to 'reate the bill of materials that are lin(e# #ire'tl$ to parti'&lareF&ipment.

Prere"uisites*aintenan'e Assemblies ha/e been 'reate#. EF&ipment has been 'reate#.


S.P 7CC *enu Logistics Maintenance Management of "echnical #$%ects !ill of material E7uipment !#M Create

Transaction co#e %0

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB10<IB01<<P6<@60!T?T

-esulthe bills of materials 1ere 'reate#.

/! Creating an# Changing Material Bill o& Materials

sehe p&rpose of this a'ti/it$ is to 'reate bill of materials that are lin(e# #ire'tl$ to a parti'&larmaterial.

Prere"uisites*aintenan'e Assemblies ha/e been 'reate#. *aterials ha/e been 'reate#.

Proce#ure


S.P 7CC *enu Logistics Plant Maintenance Management of "echnical

SAP AG of




#$%ects !ill of Material Material !#M Create

Transaction co#e )S0

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB10<BM<8<P0<860!T?T

-esulthe bills of materials 1ere 'reate#.

/!10 Creating In&o -ecor#

sehe p&rpose of this a'ti/it$ is to 'reate the info re'or#. he info re'or# establishes the lin(bet1een material an# /en#or4 th&s fa'ilitating the pro'ess of 'hoosing F&otations. >oreample4 the info re'or# sho1s the &nit of meas&re &se# for or#ering from the /en#or4 an#in#i'ates /en#or pri'e 'hanges affe'ting the material o/er a perio# of time.


S.P 7CC *enu Logistics→ Materials Management → Purchasing → Master

Data → 'nfo 6ecord → Create

Transaction co#e *E

2. Refer to the follo1ing file for #etails of the master #ata reF&ire#SMB<M711<0<>01<860!T?T

BP PM - Conceptos básicos

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