User Manual

Plant Maintenance

Preventive Maintenance Strategy Plan (Multi cycle)

User Manual

Plant Maintenance

Abbreviations
R
O
C

Required entry field

(used in the end-user procedures)
Optional entry field
(used in the end-user procedures)
Conditional field
(used in the end-user procedures)

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Plant Maintenance

Contents
Preventive Maintenance.............................................................................................
Purpose....................................................................................................................
Creation of equipment task list...................................................................................
Creating Of maintenance Packages .......................................................................
Assign Maintenance Strategy To Task List................................................................
Creating Maintenance Plan ....................................................................................
Scheduling Maintenance Plan...............................................................................10
Order Processing...................................................................................................
Displaying Planned/Actual Costs..............................................................................
Closing the Internal Repair Order - Technically........................................................
Settling the Internal Repair Order..........................................................................12
Closing the Internal Repair Order Business View.................................................

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Plant Maintenance

Preventive Maintenance
Purpose
Ensuring a high availability of objects in the long term is an important part of
Plant maintenance. Planned maintenance is used to avoid system breakdowns
or the breakdown of other objects, which - in addition to the repair costs - often
result in much higher costs subsequently owing to production breakdown.
Process Flow
In this business process you can use maintenance planning to describe the dates
and scope of plan for maintenance and inspection activities at technical objects.
You can ensure that your technical objects are maintained on time and thereby
function optimally. The system generates maintenance call objects during the
scheduling process. You begin to process by creating an order in the system.
After the preventive maintenance is carried out, the costs and materials are
confirmed to the maintenance order. The costs are settled to the cost center.
Organizational and Master Data
The following data is used within the scenario:
Value

Description

Company code

Specify

Specify

Plant:

Specify

Specify

Vendor

Specify

specify

Purchase organization

Specify

Purchasing Org.

Person

Specify

Specify

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Transactions for Service Processing

Creating a Technical Object of Type Machines
Use
The purpose of this activity is to create the piece of equipment in the system.
Procedure
1. Access the transaction using one of the following navigation options:
SAP menu

Logistics Plant Maintenance Management of

Technical Objects Equipment Create (General)

Transaction code

IE01

2. On the Create Equipment: Initial screen, make the following entries:

Field Name

Description

User Action and

Values

Valid On

Comment
Enter todays date

Equipment
category

3. Confirm your entries with Enter.

4. On the Create Equipment: General data screen, make the following entries:
Field Name

Description

Description

User Action and

Values

Comment

Enter text of your

choice that
describes the
equipment to be
created

For example:
IR Dryer

5. Confirm your entries with Enter.

6. On Location tab page, make the following entries:
Field Name

Description

MaintPlant

User Action and

Values

Comment

specify

1000

7. Confirm your entries with Enter.

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8. On Organization tab page, make the following entries:

Field Name

Description

User Action and

Values

Comment

Cost Center

Specify

1702

Main Work Ctr

specify

MAINT-WC

9. Confirm your entries with Enter.

Creating a Task list for equipment

Use
You can use maintenance task lists for both recurring and planned maintenance.
This includes inspections, preventive maintenance and planned repairs. This
results in improved resources planning, production planning and machine
availability.
1. Access the transaction using one of the following navigation options:
SAP menu

Logistics Plant Maintenance Preventive

Maintenance Work scheduling Task ListFor
EquipmentCreate

Transaction code

IA01

2. On the Create Equipment Task List: Initial screen, make the following
entries:
Field Name

Description

User Action and

Values

Key Date
Equipment
Number

Comment
Enter todays date

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3. Confirm your entries with Enter.

4. Make the following entries in the Task list general header view for the
equipment
Field Name

Description

User Action and

Values

Comment

Group counter

Specify

Description

Specify

Usage

Specify

Main Work Ctr

specify

MAINT-WC

Status

Specify

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Plant Maintenance

Maintenance
Strategy

Specify

System
condition

Specify

5. Select

the operations key present at the top of the screen and enter the
following,

Field Name

Description

User Action and

Values

Comment

Operation
Description

Specify

work

Specify

Eg: 15 Min

Units

Specify

Min/hr

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Plant Maintenance

Main Work Ctr

specify

Maint-wc

Number

Specify

6.

Select the operation and maintenance package button at the bottom of the
screen and check in the box for the execution of the operation depending on the
strategy

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7. Save the entries.

8. Equipment Task list is created.
Creating Maintenance plan

Use
You can create maintenance plans for the technical objects in your company,
thereby ensuring that your technical objects function optimally. The maintenance
plan contains scheduling information from the following sources: For strategy
plans from the maintenance strategy assigned to the maintenance plan

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1.

Access the transaction using one of the following navigation options:

SAP menu

Logistics Plant Maintenance Preventive

Maintenance Maintenance Planning
Maintenance Plans Create Strategy Plan

Transaction code

IP42

2. On the Create Maintenance plan: Initial screen, make

the following entries:
Field Name

Description

User Action and

Values

Comment

Maintenance plan
category

Specify

Maintenance Order

strategy

Specify

P.MAIN

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3. Confirm your entries with Enter.

4. Make the following entries in the Create Maintenance plan: Strategy
Plan.
Field Name

Description

User Action and

Values

Description

Plan
description

Specify

Equipment

Specify

12

Comment

Search for the

equipment using the
input help (F4)
(Equipment by
equipment list tab

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Plant Maintenance

page)
Order Type

PM01 Internal Repair

Order

Priority

Specify

5. Confirm your entries with Enter.

6. Enter the task list for the equipment.
Field Name

Description

User Action and

Values

Task list type

Specify

Group

Specify

Group counter

Specify

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Comment

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Plant Maintenance

7. Select the maintenance plan scheduling parameters tab, and make the
following entries
Field Name
Description User Action and
Comment
Values
Scheduling
period

Specify

Start of the
cycle

Specify

8. Save the maintenance plan, and system issues message maintenance

plan XXX created.

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Scheduling Of Maintenance Plan

Use
You schedule a maintenance plan with which the system generates maintenance
call objects (for example, maintenance orders or service orders) for the defined
cycles.
1. Access the transaction using one of the following navigation options:
SAP menu

Logistics Plant Maintenance Preventive

Maintenance Scheduling For Maintenance Plans
Schedule

Transaction code

IP10

2. Enter

the maintenance plan number

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3. Confirm the entries with enter.

4. Enter start of the cycle and press enter

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5. Save the schedule and the system issues the message as maintenance
plan is scheduled.
6. Select the schedule maintenance plan,

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7. Select the call object and press display call object button at the bottom.

Procedure
1. Access the transaction using one of the following navigation options:
Logistics Plant Maintenance Maintenance
SAP menu
Processing Order Change
IW32
Transaction code
2. Select the correct item and choose Enter.
3. On the Change Maintenance Order: central header, select Header Data or
choose Enter.

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4. On the Change Maintenance Order: Central Header screen, enter a

description .
5. On the Internal Maintenance Order: Components Tab screen make the
following entries:
Field Name

Description

Component

User Action and

Values
Specify

Description

spare part
required

Specify

Reqmtn Qty

quantity required

UM

Unit of measure

Specify

19

Comment

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6. Confirm your entries with Enter.

7. On the Components tab, select item 0010 and choose Purchasing.
Goods Movements For Components
Use
In This Activity , Components are Reserved & Goods Issue is done for the
Maintenance Order.
Procedure
1. Access the transaction using one of the following navigation options:
Logistics Plant Maintenance Maintenance
SAP menu
Processing Order Change
Transaction code
IW32
2. Go to Components Tab , Select the Component item & choose General data.
Note the
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Reservation number.
3. Go to Goods Movement Screen (T.code MIGO), Enter the Reservation
Number & click ENTER. Save the Screen.

4.

Document posted number is generated on the screen.

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Time Confirmation of Maintenance Order

Use
The Purpose of this activity is to Enter the time taken for executing a
Particular Job.
Procedure
1. Access the transaction choosing one of the following navigation options:
SAP menu

Transaction Code

Logistics -> Plant Maintenance ->

Maintenance Processing -> Completion
Confirmation -> Entry -> Individual Time
Confirmation
IW42

1. Enter the Time taken to Execute the job.

2. Repeat the same process for other Operations.
3. For the Last Operation Enable Final Confirmation Indicator & No
Remaining Work Indicator.

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Technical Confirmation Of Maintenance Order

Use
The purpose of this activity is to Record the Task & Activities done for
executing a job.

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Procedure
1. Access the transaction choosing one of the following navigation options:
SAP menu

Logistics -> Plant Maintenance ->

Maintenance Processing -> Notification
-> Change

Transaction code

IW22

2. Task & Activities are entered using the Catalog Profile Copied from the
Master Record.
3. After Entering Task & Activities , Click
.
4. The Notification Status Changes to ATCO Which Means that All Tasks
are Completed.
5. Once Again click
Present on the Notification Header Screen Such
that the Status Changes to NOCO Which means Notification is Closed.

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Displaying Planned/Actual Costs

Use
In this activity you check the planned/actual costs specified for value
categories.
Procedure
1. Access the transaction using one of the following navigation options:
Logistics Plant Maintenance Maintenance
SAP menu
Processing Order Display
Transaction code
IW33
2. On the Change Order: Initial Screen, enter your order number created earlier
and confirm your entry with Enter.
3. Choose the Costs tab page to display the planned/actual costs.
Note the third-party material costs. Costs for specific value documents
are displayed.
4. Choose the Report planned/actual icon.
Note the costs for the specific cost elements being displayed.
5. Check the data displayed and choose
Easy Access menu.

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Back three times to return the SAP

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Plant Maintenance

Closing the Internal Repair Order - Technically

Use
Once all the activities are complete and the completion confirmations are posted,
you can set the status of the service order to technically complete.
Procedure
1. Access the transaction using one of the following navigation options:

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Menu
Transaction code

Logistics Customer Service Service Processing

Order Service Order Change
IW32

2. Enter your order number and confirm with Enter.

3. Check again that all expenses for the repairs have been entered on the Costs
tab page. You can also choose
Document flow to display the assigned
confirmation (double-click confirmation item) and choose Back.
4. Choose
Complete (technically) to complete the service order technically.
5. Check the data in the complete message and confirm with Continue.
6. Confirm the Complete dialog box with Enter. The system issues a
corresponding success message with the number of your document at the
bottom of the screen.
7. To return to the SAP Easy Access menu, choose

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Back.

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Result
This completes the repairs technically and the device can be delivered to the
customer.
Settling the Internal Repair Order
Use
The actual costs of the internal repair order are settled to the cost center.
Procedure
1. Access the transaction using one of the following navigation options:
Logistics Customer Service Service Processing
Menu
Completion Order Settlement Settle
Individually
Transaction code
KO88

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In the Set Controlling Area dialog box, enter 1000

2. On the Actual Settlement: Order screen, make the following entries:
Field Name
Description
User Action and Values
Comment
Order

Enter the service order number

Parameters
Settlement
period

Current period

Fiscal year

Current year

Processing
options
Test run

Deselect indicator

Check trans.
data

Deselect indicator

3. Choose

Execute.

4. To return to the SAP Easy Access menu, choose

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Back.

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Plant Maintenance

Closing the Internal Repair Order Business View

Use
In this activity, you complete the internal repair order.

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Procedure
1. Access the transaction using one of the following navigation options:
Logistics Customer Service Service Processing
Menu
Order Service Order Change
Transaction code
IW32
2. Enter the service order number and press enter.
3. Choose Order Functions Complete Complete Business.

Result
The order attains the system status CLSD (closed) and can no longer be charged
with costs.

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