lo100 - plant maintenance-4.6c
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LO100 Instandhaltung
LO100
Release 46C 26.03.2002
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LO100 Instandhaltung.............................................................................................................................................0-1
Copyright.............................................................................................................................................................0-2
Plant Maintenance (PM)..................................................................................................................................0-3
Course Prereuisites........................................................................................................................................0-!
"arget #roup................................................................................................................................................... .0-$
Course O%er%ie&.................................................................................................................................................1-1Course #oal.....................................................................................................................................................1-2
Course Content................................................................................................................................................1-3
Course O%er%ie& 'iagra..............................................................................................................................1-!
Main usiness *cenario...................................................................................................................................1-$
+a%igation............................................................................................................................................................2-1
+a%igation, nit O/ecti%es.................................................................................................................... ........2-2
+a%igation, usiness *cenario.................................................................................................................. ......2-3
Logging On to the *yste...............................................................................................................................2-!
*P asy ccess - *tandard............................................................................................................................2-$
ole-ased ser Menu....................................................................................................................................2-
*creen leents...............................................................................................................................................2-4
*electing 5unctions..........................................................................................................................................2-6
5ield 7elp, 51 and 5!......................................................................................................................................2-8
Menus, *yste and 7elp...............................................................................................................................2-10
*P Lirary...................................................................................................................................................2-11
ser-*peci9ic Personali:ation........................................................................................................................2-12
Personali:ing the 5rontend &ith #ui;"........................................................................................................2-13
leents o9 the
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>ercises........................................................................................................................................................3-20
*olutions........................................................................................................................................................3-2
"echnical O/ects.................................................................................................................................................!-1
"echnical O/ects, nit O/ecti%es.................................................................................................................!-2
Course O%er%ie& 'iagra..............................................................................................................................!-3
"echnical O/ects, usiness *cenario.............................................................................................................!-!
"echnical O/ects, Phases and oles...............................................................................................................!-$
"echnical O/ects, 5unctional Locations.........................................................................................................!-
5unctional Location.........................................................................................................................................!-4
Criteria 9or 5unctional Locations.....................................................................................................................!-6
*tructure Indicator...........................................................................................................................................!-8
Master ecord 9or 5unctional Location.........................................................................................................!-10
utoatic ssignent pon Creation...................................................................................................... ....!-11
>aple o9 5unctional Location *tructure....................................................................................................!-12
"echnical O/ects, uipent..................................................................................................................... ..!-13
uipent......................................................................................................................................................!-1!
Criteria 9or uipent Master ecord..........................................................................................................!-1$
uipent Master ecord.............................................................................................................................!-1
Installation?'isantling o9 uipent..........................................................................................................!-14
Prereuisites 9or uipent Installation........................................................................................................!-16
uipent sage List....................................................................................................................................!-18
"echnical O/ects, ills o9 Material....................................................................................................... .......!-20
ills o9 Material in a Copany......................................................................................................................!-21
ills o9 Material in Plant Maintenance..........................................................................................................!-22
ills o9 Material, >aple o9 Material OM................................................................................................!-23
"echnical O/ects, nit *uary.................................................................................................................!-2!
>ercises........................................................................................................................................................!-2$
"echnical O/ects, *olutions.........................................................................................................................!-30
rea=do&n Maintenance.....................................................................................................................................$-1
rea=do&n Maintenance, nit O/ecti%es......................................................................................................$-2
Course O%er%ie& 'iagra..............................................................................................................................$-3
rea=do&n Maintenance, usiness *cenario............................................................................................... ...$-!
rea=do&n Maintenance, ntering an Order..................................................................................................$-$
Cycle o9 Maintenance Processing....................................................................................................................$-
Cycle o9 rea=do&n Maintenance...................................................................................................................$-4
usiness Process 9or rea=do&n Maintenance...............................................................................................$-6
Order,
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Maintenance +oti9ication, *tructure............................................................................................................-4
O/ects in Maintenance +oti9ication...........................................................................................................-6
Maintenance +oti9ication, O/ect In9oration............................................................................................-8
Catalogs.....................................................................................................................................................-10
Catalogs and Catalog Pro9iles....................................................................................................................-11
*electing Maintenance +oti9ications.........................................................................................................-12
*election 7it List, P List @ie&er................................................................................................ .......-13
+oti9ication o9 Maintenance euireents, >ercises.................................................................... .........-1!
+oti9ication o9 Maintenance euireents, *olutions..............................................................................-14
Correcti%e Maintenance, Planning o9 Orders................................................................................................-18
Cycle 9or Correcti%e Maintenance.............................................................................................................-20
Planning lternati%es, Internal or >ternal ProcessingA...........................................................................-21
Creation o9 Maintenance Orders................................................................................................................-22
leents o9 Maintenance Order................................................................................................................-23
Operations..................................................................................................................................................-2!
Maintenance Order, O/ect list..................................................................................................................-2$
*toc= Material - Process 5lo&...................................................................................................................-2
+on-*toc= Material - Process 5lo&...........................................................................................................-24
Central ddress Manageent....................................................................................................................-26
Cost nalysis in Maintenance Order.........................................................................................................-28
Planning o9 Orders, >ercises....................................................................................................................-30
Planning o9 Orders, *olutions....................................................................................................................-3
Correcti%e Maintenance, *cheduling o9 Maintenance "as=s.........................................................................-!1
Cycle 9or Correcti%e Maintenance.............................................................................................................-!2
*electing Maintenance Orders................................................................................................................ ...-!3
*election 7it List, P List @ie&er................................................................................................ .......-!!
Maintenance Order, Multi-Le%el Order Lists............................................................................................-!$
esource Planning, %ailaility chec=.............................................................................................. ........-!
Material %ailaility List........................................................................................................................ ...-!4
Order elease.............................................................................................................................................-!6
Maintenance Order, Printing.....................................................................................................................-!8
Maintenance Order, 'elta Printing............................................................................................................-$0
>ercises....................................................................................................................................................-$1
*olutions....................................................................................................................................................-$!
Correcti%e Maintenance, >ecution o9 Maintenance "as=s...........................................................................-$6
Cycle 9or Correcti%e Maintenance.............................................................................................................-$8
Material ercises....................................................................................................................................................-1*olutions....................................................................................................................................................-3
Correcti%e Maintenance, Copletion o9 +oti9ications and Orders...............................................................-$
Cycle 9or Correcti%e Maintenance.............................................................................................................-
Order Copletion Con9iration, "ies ? cti%ities.................................................................................-4
"echnical Con9iration (1)........................................................................................................................-6
"echnical Con9iration (2)........................................................................................................................-8
O%erall Copletion Con9iration.............................................................................................................-40
Maintenance Order, "echnical Copletion (1).........................................................................................-41
Maintenance Order, "echnical Copletion (2).........................................................................................-42
e%erse "echnical Copletion............................................................................................................... ...-43
Maintenance +oti9ication, Coplete.........................................................................................................-4!
ction Log.................................................................................................................................................-4$
'ocuent 5lo&..........................................................................................................................................-4
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Correcti%e Maintenance, *uary...........................................................................................................-44
Copletion o9 Order and +oti9ication, >ercises.....................................................................................-46
Copletion o9 Order and +oti9ication, *olutions......................................................................................-63
>ternal *er%ices.................................................................................................................................................4-1
>ternal *er%ices, nit O/ecti%es..................................................................................................................4-2
Course O%er%ie& 'iagra..............................................................................................................................4-3
>ternal *er%ices, usiness *cenario..............................................................................................................4-!
>ternal *er%ices, asics o9 >ternal *er%ices...............................................................................................4-$
7o& is an >ternal *er%ice "riggeredA...........................................................................................................4-
Outsourcing......................................................................................................................................................4-4
>ternal *er%ices, >ternal *er%ices as Indi%idual Purchase Order................................................................4-6
Indi%idual Purchase Order, Phases and oles.................................................................................................4-8
>ternal ssignent ased on 7ours or 5i>ed Price....................................................................................4-10
Creating an Indi%idual Purchase Order..........................................................................................................4-11
Order *tatus 9or #oods eceipt.....................................................................................................................4-12
In%oice @eri9ication........................................................................................................................................4-13
>ternal *er%ices, >ternal *er%ices &ith >ternal Copany ternal
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Pre%enti%e Maintenance, asics......................................................................................................................8-$
"ypes o9 Pre%enti%e Maintenance....................................................................................................................8-
Pre%enti%e Maintenance, Phases and oles.....................................................................................................8-4
Pre%enti%e Maintenance, "as= List..................................................................................................................8-6
"as= List...........................................................................................................................................................8-8
Maintenance "as= Lists, *tructure.................................................................................................................8-10
Pre%enti%e Maintenance, *ingle Cycle Plan..................................................................................................8-11
*ingle Cycle Plan, usiness Process.............................................................................................................8-12
*cheduling 'ata and Maintenance Ite........................................................................................................8-13
sing a "as= List to Include an Operation List.............................................................................................8-1!
Pre%enti%e Maintenance, *trategy Plan.........................................................................................................8-1$
*trategy Plan, usiness Process....................................................................................................................8-1
Maintenance *trategy....................................................................................................................................8-14
Maintenance Pac=age....................................................................................................................................8-16
"as= List and Maintenance *trategy............................................................................................................. .8-18
Creating a "ie-ased *trategy Plan............................................................................................................8-20
Pre%enti%e Maintenance, Maintenance Plan *cheduling...............................................................................8-21
*chedule Maintenance Plans.........................................................................................................................8-22
Cycle *tart and Planned 'ate........................................................................................................................8-23
Maintenance *cheduling O%er%ie&............................................................................................................ ...8-2!
Pre%enti%e Maintenance, *uary...............................................................................................................8-2$
"as= list, >ercises.........................................................................................................................................8-2
"as= list, *olutions.........................................................................................................................................8-3$
e9urishent....................................................................................................................................................10-1
e9urishent, Material Master................................................................................................................... .10-2
e9urishent, nit O/ecti%es....................................................................................................................10-3
Course O%er%ie& 'iagra............................................................................................................................10-!
e9urishent, usiness *cenario................................................................................................................10-$
e9urishent Phases and oles...................................................................................................................10-
@aluation Category and @aluation "ype............................................................................................... .........10-4
@aluation Category and "ype in Material Master..........................................................................................10-6
Condition-ased Material @aluation.................................................................................................. .......... .10-8
Mo%ing %erage Price................................................................................................................... ......... .....10-10
e9urishent, e9urishent Order..........................................................................................................10-11
e9urishent Order...................................................................................................................................10-12
e9urishent Order, *toc=
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'ata 5lo& in LI*..........................................................................................................................................11-11
Organi:ation o9 In9oration *tructures.......................................................................................................11-12
In9oration *tructures in Plant Maintenance..............................................................................................11-13
*tandard nalysis Options...........................................................................................................................11-1!
*tandard eport in CO.................................................................................................................................11-1$
eporting and nalyses, nit *uary......................................................................................................11-1
%aluations and analyses, >ercises............................................................................................................11-14
%aluations and analyses, *olutions............................................................................................................11-18
*uary and Outloo=.......................................................................................................................................12-1
*uary and Outloo=, usiness Processes..................................................................................................12-2
*uary and Outloo=, nit O/ecti%es........................................................................................................12-3
Course O%er%ie& 'iagra............................................................................................................................12-!
usiness Process, rea=do&n Maintenance..................................................................................................12-$
usiness Process, Correcti%e Maintenance...................................................................................................12-
usiness Process, >ternal ssignent as Indi%idual Purchase Order.........................................................12-4
usiness Process, >ternal Copany ternal *er%ices..............................................................................................................12-8
usiness Process,
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SAP AG 2001
LO100 Instandhaltung
SAP AG
LO100LO100
Plant MaintenancePlant Maintenance SAP AG 1999
?3 *yste
elease !.C
March 2001
Material nuer, $00!242
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Copyright 2001 SAP AG. All rights reserved.
o part o! this pu"lication #ay "e reproduced or trans#itted inany !or# or !or any purpose $ithout the e%press per#ission o!SAP AG. &he in!or#ation contained herein #ay "e changed$ithout prior notice.
All rights reserved.
Copyright
Trademarks:
*oe so9t&are products ar=eted y *P # and its distriutors contain proprietary so9t&are
coponents o9 other so9t&are %endors. Microso9tB
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Plant Maintenance 'PM(
Level 2 Level )
LO100 5 days
Maintenance Processing:!erational "#nctions
LO*1+ 3 days
Maintenance Processing:Controlling and Re!orting
LO*1, 3 days
Pre$enti$e Maintenanceand Ser$ice
LO*10 3 days
%oc#&ent Manage&entSyste&
LO-+ 3 days
LO-*+ 3 days
'(e Cross A!!lication'i&e S(eet )CA'S*
CA+00 2 days
Str#ct#ring and Managing'ec(nical +,ects
LO*0+ 3 days
-n$est&entManage&ent
AC020 2 days
CM or/ ClearanceManage&ent
LO*20 3 days
Plant Maintenance
Classiication
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Course Prere/uisites
SAP20 SAP ) Overvie$
3asic 4no$ledge and e%perience o! the"usiness processes in Plant Maintenance
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Audience
Pro5ect tea# #anagers
6#ployees !ro# the pro5ect tea# involved in #odelingthe "usiness processes in Plant Maintenance
7ecision#a4ers responsi"le !or selecting67Psupported #aintenance syste#s
7uration8 + days
&arget Group
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Course Overvie$
Course goal
Course content
Course overvie$ diagra#
Main "usiness scenario
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O"tain an overvie$ o! Plant Maintenance
ecogni9e the #ost i#portant "usinessprocesses in Plant Maintenance
Per!or# analyses and evaluations
:nderstand the integration o! Plant Maintenance
$ith other SAP applications
Course Goal
&his course $ill prepare you to8
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Pre!ace
Appendi%
nit 1 Course Overvie$
nit 2 avigation
nit 3 Organi9ation o!Plant Maintenance
nit 4 &echnical O"5ects
nit 5 3rea4do$n Maintenancenit 6 Corrective Maintenance
nit 6%ternal Services
nit ;or4 ClearanceManage#ent
nit 9 Preventive Maintenance
nit 10 e!ur"ish#ent
nit 11 eporting and Analysisnit 12 Su##ary and Outloo4
Course Content
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Course Overvie$ 7iagra#
Course overvie$Course overvie$
Plant Maintenanceorgani9ation
&echnical o"5ects
3rea4do$n #aintenance
Su##ary and outloo4
Preventive #aintenance
avigation
6%ternal services
eporting and analysis
e!ur"ish#ent
;or4 clearance #anage#ent
Corrective #aintenance
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Main 3usiness Scenario
I76S AG per!or#s the !ollo$ing typeso! #aintenance8
3rea4do$n #aintenance
Corrective #aintenance
6%ternal services
Preventive #aintenance e!ur"ish#ent o! repaira"le
spares
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SAP AG 1999
avigation in the syste#
:serspeci!ic settings
avigation in the #ySAP.co# ;or4place
Contents8
avigation
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Identi!y the ele#ents o! a typical $indo$
avigate in the syste#
Personali9e your user settings
7escri"e and use the #ySAP.co# ;or4place
At the conclusion o! this unit< you $ill "e a"le to8
avigation8 :nit O"5ectives
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e$ users need to !a#iliari9e the#selves $ith thescreens in the syste# and de!ine their personalde!ault settings
avigation8 3usiness Scenario
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Logging On to the Syste#
Client
:ser
Pass$ord
Language
e Passord
SAP R/3SAP R/3
'0 )1* )000* id500 -S
ser Syste& el!
=ou can place your o$n te%t onthe initial screen8 See SAP ote 20+>*
If you have problems logging on,
contact Donna Moore, x486
*P ?3 *ystes are client systems. "he client concept enales the parallel operation in one
syste o9 se%eral enterprises that are independent o9 each other in usiness ters. "he coponents*P usiness In9oration
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SAP 6asy Access Standard
SAPSAPEasyEasyAccessAccess
t(er Men#
Men# 7dit "a$orites 78tras Syste& el!
Create Role Assign ser %oc#&entation
"a$oritesSAP Men#
iceogisticsAcco#nting
#&an Reso#rces
-nor&ation Syste&s'ools
'0 )1* )400* id500 -S
=ou are greeted "y your logoin the righthand part o! the $indo$.
SA !asy Accessis the standard entry screen displayed a9ter logon. Gou na%igate through the syste
using a copact tree structure.
Gou can include an iage on the right-hand side o9 the screen such as your copany logo. "his
iage can only e entered syste&ide and is a cross-client setting. ssuing you ha%e the
appropriate authori:ation you can 9ind a detailed description o9 the necessary settings y choosing
ExtrasAdministration Information. +ote that this iage is stored in the syste and transported to
the *P 5rontend e%ery tie it is called y *P asy ccess. lthough this trans9er is copressed
the iage 9or the initial screen should not e igger than around 20 =. Gou can pre%ent this iage
eing called either y using the settingLow Speed Connectionin the *PLogon progra (see *P
+ote 110$3) or y s&itching o99 the calling o9 the iage underExtras
Settings. *ee also User-Specific Personalization.
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ole3ased :ser Menu
SAPSAPEasyEasyAccessAccess --Enjoy User MenuEnjoy User Menu
t(er Men#
Men# 7dit "a$orites 78tras Syste& el!
Create Role Assign ser %oc#&entation
'0 )1* )400* id500 -S
"a$oritesGreat 'ransactions
SM50 Prcoess $er$ie;A01 Create Sales rder
-nteresting Pages
R '(e erald 'ri+#neR 'i&e Maga
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Screen 6le#ents
SystemSystem FunctionFunction Name:Name:ActivityActivity
Men# 7dit "a$orites 78tras Syste& el!
C(oose Sa$e
-n!#t ield
'ic/
Selection 1
Selection4
Selection2
Selection3
!tions
!tion 1
!tion 2!tion 3
!tion 4
!tion 5
%is!lay 7dit
$er$ie
e#tral
Positi$e
Syste& Message '0 )1* )400* id500 -S Status 3ar
Application&ool"ar
Co##and ?ield Standard &ool"ar
Chec4"o%esadio 3uttonsPush"uttons
&a" Page
&his screen is #ade up o!various screen ele#ents. Itdoes not #atch an actual
screen in the syste#.
,$mmand (ield: Gou can use the coand 9ield to go to applications directly y entering the
transaction code. Gou can 9ind the transaction code either in the SAP Eas Access enu tree (see the
page User-Specific Personalization) or in the appropriate application y choosing Sstem Status.
Standard t$$l-ar:"he icons in the standard toolar are a%ailale on all *P ?3 screens. ny icons
that you cannot use on a particular screen are died. I9 you lea%e the cursor on an icon 9or a
oent a Duic=In9o appears &ith the nae (or 9unction) o9 that icon. Gou &ill also see the
corresponding 9unction =ey. "he a''licati$n t$$l-arsho&s you &hich 9unctions are a%ailale in the
current application. ,heck-$es: Chec=o>es allo& you to select se%eral options siultaneously &ithin a group.
#adi$ -utt$ns: adio uttons allo& you to select one option only.
Ta-s:"as pro%ide a clearer o%er%ie& o9 se%eral in9oration screens. Status -ar:"he status ar displays in9oration on the current syste status 9or e>aple &arnings
or error essages.
Other eleents are,
/enu -ar: "he enus sho&n here depend on &hich application you are &or=ing in. "hese enus
contain cascading enu options.
Title -ar: "he title ar displays your current position and acti%ity in the syste.
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Selecting ?unctions
Men# 7dit "a$orites 78tras Syste& el!
SAPSAPEasyEasyAccessAccess -- Enjoy User MenuEnjoy User Menu
Create session
7nd session
ser !roile
Ser$ices
tilities
ist
Ser$ices or o+,ect
+,ect (istory
n s!ool re>#ests
n?o+s
S(ort Message
Stat#s...
og o
"a$orites
7n,oy ser Men#
R SAP otes )ser = P re>.*
Acco#nts Recei$a+le
"%02 C(ange C#sto&er )Acco#nt
Materials Manage&ent
Sales and %istri+#tion
'ools
... using the transaction code in the co##and !ield
... using SAP 6asy Access and ?avorites
... using the #enu path
Gou can select syste 9unctions in the 9ollo&ing &ays,
se the ouse to choose, Menu options 5a%orites and *P asy ccess options
se the =eyoard (L" the underlined letter o9 the rele%ant enu option)
nter a transacti$n c$de in the c$mmand (ield,
transaction code is assigned to each 9unction in *P ?3 *ystes. Gou can access the assigned
transaction code 9ro any screen in the syste. 5or e>aple to display custoer aster dataenter /nand the appropriate transaction code (in this case /nfd03). Gou can 9ind the transaction
code 9or the 9unction you are &or=ing in under the Status option o9 the Sstemenu. Other
possile entries,/nends the current transaction.
/iends the current session./osm04creates a ne& session and goes to the transaction speci9ied (*M0!).
Gou can also use the =eyoard to go to the coand 9ield. se the C"L " =ey coination to
o%e the cursor 9ro one (input) 9ield group to the ne>t.
se " to o%e et&een 9ields &ithin a group. y entering search_sap_menu in the coand 9ield you can search 9or and display the enu
path 9or an *P transaction. Gou can also search 9or te>t strings.
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?ield @elp8 ?1 and ?>
DisplayDisplay ustomerustomer: !nitial: !nitial ScreenScreen
C#sto&er 7dit Goto 78tras 7n$iron&ent Syste& el!
C#sto&er
Co&!any Code
Restrictions
Co&!any Code
Co&!any a&e
City
C#rrency
Restrict #&+er to
1000C#sto&er
SAP A.G. alldor 7R
Co... Co&!any a&e City C#r...
Restrictions
-%7S AG 1000 "ran/#rt -
-%7S Canada 'oronto CA%
-%7S AG "ran/#rt -
Custo#er account nu#"er
A #ni>#e /ey is #sed to clearly identiy t(e c#sto&er it(in t(e SAP
Syste&.
Procedure
(en creating a c#sto&er &aster record@ t(e #ser eit(er enters t(e
acco#nt n#&+er o t(e c#sto&er or (as t(e syste& deter&ine t(e
n#&+er (en t(e record is sa$ed@ de!ending on t(e ty!e o n#&+er
assign&ent #sed. '(e acco#nt gro#! deter&ines (o n#&+ers are
assigned.
?> @elp8 7isplaysPossi"le 6ntries
?1 @elp8 7isplays the Meaning o!?ields and &echnical In!or#ation
7ntries "o#nd
5or help on 9ields enus 9unctions and essages use )1.
51 help also pro%ides technical in9oration on the rele%ant 9ield. "his includes 9or e>aple the
paraeter I' &hich you can use to assign %alues 9or your user to input 9ields &hich ha%e to re9er
to these paraeter I's. 5or in9oration on &hat %alues you can enter use )4. Gou can also access 5! help 9or a selected
9ield using the utton iediately to the right o9 that 9ield. I9 input 9ields are ar=ed &ith a sall icon &ith a chec=ar= then you can only continue in that
application y entering a peritted %alue. Gou can ar= any 9ields in an application as either
reuired entry 9ields or optional entry 9ields. Gou can also hide 9ields and preassign %alues using
transaction or screen %ariants or Custoi:ing.
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SAP AG 1999
Menus8 Syste# and @elp
SAPSAPEasyEasyAccessAccess
t(er Men#
Men# 7dit "a$orites 78tras Syste& el!
Rolle anlegen en#taple you can use
Paraeter I's in Own #ata in order to set de9ault %alues 9or speci9ic user-dependent 9ields in the
syste (9or e>aple the copany code 9ield). List, Contains iportant list 9unctions such as searching 9or character strings sa%ing in PC 9iles
printing and so on. *tatus, nales you to display iportant user and syste data.
Log o99, nds the ?3 session &ith a con9iration propt. "he$elpenu contains aong others the 9ollo&ing options,
Conte>t-sensiti%eApplication $elp
ccess to the SAP Li%rar(see pre%ious page)
a &lossar
...
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SAP Li"rary
SAP i+rary SAP i+rary
SAPi+rary
Contents -nde8 Searc( SAP Li"raryRelease 4.6C@ Marc( 2000
I76S
Getting Started
elease otes
I#ple#entation Guide
Glossary
Co!yrig(t 2000 SAP AGAll rig(ts reser$ed.
=ou can access theco#plete online
docu#entation !or thesyste# using the SAP
Li"rary
*P ?3 *ystes pro%ide coprehensi%e online help. Gou can display the help 9ro any screen in
the syste. Gou can al&ays reuest help using the$elp enu or using the rele%ant icon (the yello&
uestion ar=). Gou can access the *P Lirary uic=ly and co9ortaly y using the *P *er%ice Mar=etplace.
"here you can 9ind the SAP $elp Portal under'nowledge and (raining) &here you can not only
access 7elp in 7"ML 9orat ut can also per9or e99icient 9ull-te>t searches in the *P Lirary. I9
you ha%e the *P Lirary installed you also ha%e o9 course these opportunities &ithin your
copany. Gou can access the 7elp Portal directly at http*++help,sap,com
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:serSpeci!ic Personali9ation
SAPSAPEasyEasyAccessAccess
t(er Men#
Men# 7dit "a$orites 78rtas Syste& el!
Rolle anlegen en#taple y s&itching
o99 the iage in the right-hand part o9 the &indo& or y turning on the option to display the
technical naes (transaction codes) in the *P asy ccess Menu. ong other things you can acti%ate a uic= cut and paste in the Options menu,sing Options
you can change the reaction speed o9 the Duic=In9o that is displayed &hen you hold your ouse
cursor o%er an icon or a push utton.
y 9ollo&ing the path SstemUser profileOwn data)you can set personal standard %alues.
Gou can choose the tasAddress) #efaults)andParameters. s an e>aple the setting o9
Parameters is e>plained here,
Paraeters, 7ere you can set de9aults 9or 9reuently used input 9ields. In order to e ale set ade9ault %alue 9or a 9ield it ust ha%e een assigned a Paraeter I'.
r$cedure ($r (inding the arameter I: #o to the 9ield 9or &hich you &ish to set a de9ault
%alue. *elect the 51 help and then choose (echnical Info. "he syste displays an in9oration
&indo& that contains the rele%ant paraeter I' under the heading!ield #ata(as long as the
9ield has een assigned aParameter I#).
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Personali9ing the ?rontend $ith Gui&
?70) $ith Gui&?70) $ithout Gui&
6%a#ple !ro# http8$$$.gui%t.co#
*P ?3 *ystes o99er nuerous options 9or settings and ad/ustents,
'e9ine de9ault %alues 9or input 9ields
7ide screen eleents
'eacti%ate screen eleents (died)
Gou can do this y 9or e>aple de9ining transaction %ariants. *P o99ers uiT as o9 *P ?3 elease !.. In addition to all o9 the ao%e 9unctions you can
no&, Include graphics
Con%ert 9ields and add pushuttons and te>t
Change input 9ields (or their 5! help results) into radio uttons
uiT scripts are stored on the 5rontend. In accordance &ith local scripts (&hich can also e stored
centrally) the #I;" scripts deterine ho& data sent 9ro the application ser%er is displayed.
"hese scripts can e standard throughout a copany or they can e di99erent 9or each 5rontend. OT!: "he #ui;" &ill support the y*P.co
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6le#ents o! the ;or4place
&ySAP.co&Mar/t!lat< A/t#alisieren An!assen Getting Started -no
;ill4o##en ;illi ;or4place
In :se
Start Page
;or4place ?avorites
oles
%e&onstration Role
e+ Searc(
Searc( in Start Searc(
;or4Space 'MiniApps< &ransactions< B ;e" Pages(LaunchPad
7ragBelate
6%pandCollapse LaunchPad
Log o!! !ro# the ;or4place
"he graphic ao%e sho&s elease 2.11 o9 the y*P.co ecute the 9ro there.
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Active Applications '!n Use#
&ySAP.co& Mar/et!lace !date Personali
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2.1"
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;or4place ?avorites
&ySAP.co& Mar/et!lace !date Personali
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2.1+
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Personali9ing MiniApps
&ySAP.co& Mar/et!lace !date Personali
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2.1
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;or4place8 Advantages
:ser?riendliness
ole"ased access
&ailored to #atch your needs
Access !ro# any$here
6!!iciency
D7ragBelateE
:ni!or# access
Log on only once
Openness
Standard Internet user inter!ace
Co#ponents !ro# SAP and
other providers
6%tenda"le role speci!ications
Lo$ &otal Costs
o installation e%penses at
the PC $or4station
Standardi9ation
:nco#plicated #aintenance
Security
Central ad#inistration
Controlled access
Productivity
:ser 6nterprise
oth the user and the enterprise pro9it 9ro the ad%antages o9 the y*P.co
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=ou are no$ a"le to8
avigation8 :nit Su##ary
Identi!y the ele#ents o! a typical $indo$
avigate in the syste#
Ma4e personal syste# settings
7escri"e and use the #ySAP.co# ;or4place
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2.20+a%igation - !ercises
%nit: a*igati$n
T$'ic: 8asic )uncti$ns
t the conclusion o9 this e>ercise you &ill e ale to,
Log on to an *P ?3 *yste
5ind transaction codes
ccess the *P Lirary
se 51 help to 9ind 9ield in9oration
se 5! help to search 9or possile 9ield entries
s a ne& user o9 an *P ?3 *yste you egin to na%igate the systeusing the enu paths and transaction codes. Gou also egin to access the%arious types o9 online help.
All menu 'aths in the eercises re(er t$ the SA standard menu.
1-1 Logging on to the syste
*elect the appropriate syste 9or this course. se the client user nae initialpass&ord and logon language speci9ied y the instructor. "he 9irst tie you log onyou &ill get a propt in &hich you ust enter your ne& pass&ord &hich youchoose yoursel9 t&ice. Ma=e a note o9 the 9ollo&ing,
Client, ser, Pass&ord, Language, .
1-2 iu nuer o9 sessions (&indo&s in the *P ?3 *yste) youcan ha%e open siultaneouslyA
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1-3 Identi9y the 9unctions and 9ind the transaction codes that correspond to the9ollo&ing enu paths in the *P standard enu.
1-3-1 Tools Administration Monitor System Monitoring User
Overview
+ae o9 9unction,
"ransaction,
1-3-2 Accounting Financial Accounting Accounts Receivable
Master Records
Display
nter Customer 1000 and Compan Code 1000to go to the ne>tscreen.
+ae o9 9unction,
"ransaction,
1-! 7elp
1-!-1 I9 you chooseApplication helpin the SAP Eas Access initial screen(Sstemenu) &hich area o9 the *P Lirary does it ta=e you toA
"o ans&er the uestions elo& you &ill need to go to the#isplaCustomer* Initial Screen.
1-!-2 se )1help on the Customer9ield.
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1-!-3 se the )1 help on the Compan code9ield. I9 you choose theApplicationhelp icon 9ro the 51 help screen &hich area o9 the *P Lirary does itta=e you toA
1-!-!
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%nit: a*igati$n
T$'ic: %ser&S'eci(ic Settings
t the conclusion o9 this e>ercise you &ill e ale to,
*et a user paraeter 9or a 9ield
*et user de9aults
Maintain your 9a%orites
*elect a start transaction o9 your choice
Gou egin to set %arious user-speci9ic settings.
>ercises ar=ed S are optional.
2-1 *etting user paraeters.
2-1-1 ssign a paraeter %alue 9or the Compan code9ield to your user pro9ile.+ote, "he instructor &ill tell you &hat paraeter %alue to enter (9or e>aple1000). 5or in9oration aout de9aults see the notes on the slide User-
Specific Personalization.
Paraeter I',
Paraeter %alue,
2-2 'e9ining ser-*peci9ic *ettings using *ysteser pro9ileO&n 'ata
2-2-1 In your user pro9ile set your logon language to the %alue used 9or thecourse.
2-2-2 In your user pro9ile set the decial notation and date 9orat o9 your choice.
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2-3 'e9ining your 9a%orites
2-3-1 Insert at least one ne& 9older under the!a"orites 9older.
2-3-2 dd any t&o o9 your 9a%orite transactions to the corresponding 9olders.
2-3-3 dd the Internet address http://www.sap.com &ith the te>t SAP$omepage.
2-!S *etting a start transaction using theExtrasenu.
2-!-1 nter a transaction o9 your choice as the initial transaction. Gou &ill thenneed to log o99 and on again 9or the change to ta=e e99ect.
+ote, I9 desired you can change the initial transaction ac= to the de9ault%alue siply y deleting the transaction code that you entered.
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2.21a%igation - S$luti$ns
%nit: a*igati$n
T$'ic: 8asic )uncti$ns
1-1 Log on to the syste speci9ied y the instructor and change your initial pass&ord.
1-2 "o open and close sessions chooseSystem Create session (or use the
appropriate icon) orSystem End session.
"he a>iu nuer o9 sessions you can ha%e open siultaneously is si> ()depending on your syste settings.
1-3 "o 9ind the transaction code chooseSystem Status. "hese 9unction naes andtransaction codes correspond to the enu paths,
1-3-1 "ransaction, *M0! 9or 5unction +ae, User list
1-3-2 "ransaction, 5'03 9or 5unction +ae,#ispla Customer* &eneral #ata
1-! 7elp
1-!-1 "he section o9 the unit &etting Started that deals &ith using *P asyccess is displayed.
1-!-2 *uggestion, "he custoer is a uniue =ey (account nuer) used to clearlyidenti9y the custoer &ithin the syste.
1-!-3 5I U ccounts ecei%ale and ccounts Payale
1-!-! "o 9ind theParameter I#* F choose (echnical Info
1-!-$ Custoer TT (TT corresponds to your assigned group nuer)
plore the %arious tas to see the di99erent search criteriaa%ailale. 5ind a ta that includes the Search term 9ield and enter the9ollo&ing,
)ield ame 9alue
Search term 8ec0er:
ChooseEnter. &indo& appears listing the custoer account nuers thatatch your search criteria. *elect the line that corresponds to ec=er TTthen choose Cop. "his autoatically copies the custoer account nuerinto the Customer9ield.
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%nit: a*igati$n
T$'ic: %ser&S'eci(ic Settings
2-1 *etting user paraeters.
2-1-1 "o assign a paraeter %alue to a 9ield you &ill need the paraeter I' o9 the9ield. 5irst you need to select a transaction that contains this 9ield. 5ore>aple Compan codecan e 9ound in transaction )03. +e>t place thecursor on that 9ield (clic= it &ith the ouse). "o display the reuired in9ochoose,
F Tec!nical "n#o $arameter "Dgi%es you the reuired in9oration. 5or the Compan code9ield the
paraeter I' is 8%.
5inally enter the paraeter I' and desired %alue in your user pro9ile,
System User pro#ile Own data
On theParameterta page you enter the paraeter I' and %alue that you&ant to e entered into the 9ield. Sa"eyour entries.
2-2 *etting user de9aults.
2-2-1 "o set the logon language go to your user pro9ile,
System User pro#ile Own data
On the#efaults ta page enter the language o9 your choice in theLogonlanguage9ield.
2-2-2 "o set the decial notation and date 9orat reain on the#efaultsta inyour user pro9ile. *elect the indicator ad/acent to the notation and 9oratyou desire. Sa"eyour selections.
2-3 'e9ining 9a%orites o9 your choice.
2-3-1 Favorites "nsert #older
"ype any nae 9or the 9older then selectEnter. Gou can add as any 9oldersas you desire. Once created 9olders can e dragged and dropped to positionthe &here you &ant.
2-3-2 "o create 9a%orites select speci9ic applications (transactions) that you needas 9a%orites 9or your daily &or= 9ro the enu tree o9 the *P standardenu. dd the to your 5a%orites list y selecting the and choosing
!a"orites Add9ro the enu ar. lternati%ely use the ouse to drag K
drop 9a%orites to a 9older. Gou can also use the enu path Favorites
"nsert transactionto add using a transaction code.,5inally you can o%e
e>isting 9a%orites to di99erent 9olders later y choosing Favorites Move
or using drag K drop.
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2-3-3 Create Internet addresses y choosing Favorites Add %eb address or
#ile.
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SAP AG 2001
General considerations
Plant Maintenance organi9ational structures
Organi9ation o! Plant Maintenance
Contents
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Organi9ation o! Plant Maintenance8 :nit O"5ectives
At the conclusion o! this unit< you $ill "e a"le to8
List the di!!erent types o! #aintenance
7escri"e ho$ Plant Maintenance is structured
List the organi9ational units relevant to PlantMaintenance
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Course Overvie$ 7iagra#
Course overvie$
Plant Maintenanceorgani9ation
Plant Maintenanceorgani9ation
&echnical o"5ects
3rea4do$n #aintenance
Su##ary and outloo4
Preventive #aintenance
avigation
6%ternal services
eporting and analysis
e!ur"ish#ent
;or4 clearance #anage#ent
Corrective #aintenance
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Plant Maintenance is an integral parto! the co#pany and has nu#erouslin4s to other enterprise areas.
7epending on the co#panystructure< #aintenance planning iseither plant"ased 'decentrali9ed( orcrossplant 'centrali9ed(.
Organi9ation o! Plant Maintenance8 3usinessScenario
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General considerations
Plant Maintenance organi9ational structures
Organi9ation o! Plant Maintenance8 GeneralConsiderations
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&ypes o! Maintenance
Inspection
&o deter#ine theactual condition o!
an o"5ect
Preventive
#aintenance
&o #aintain thetarget condition
o! an o"5ect
epair
&o restore thetarget condition
o! an o"5ect
7I )10+1
........
Construction
Modi!ication
&ool
asse#"ly Cleaning
e!ur"ish#ent
Production
assistance
Maintenance o9 a technical syste coprises the 9ollo&ing tas=s,
Inspection, "o deterine the actual condition
Pre%enti%e aintenance, "o aintain the target condition
epair, "o restore the target condition "he aintenance organi:ations usually per9or other technical acti%ities. &hich do not elong to
Plant Maintenance ut should e per9ored using the sae tools o9 aintenance order planning and
processing 9or e>aple,
Modi9ication or construction
Cleaning
e%isions
"ool assely and erection o9 9i>turesProduction assistance
tc.
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Product Li!ecycle Manage#ent 'PLM(
Start o!rod#ction
Prod#ct!(aseo#t
Prod#ctidea
7nd o!rod#ction
7esign Sales and Production Service
Production Li!ecycleManage#ent
Custo#er elationshipManage#ent
Supply ChainManage#ent
Product Li9ecycle Manageent (PLM) %ie&s the li9espan o9 a product 9ro a anu9acturersW
perspecti%e. Plant aintenance and ser%ice represent the 9inal phase o9 a productWs li9espan.
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Asset Li!eCycle Manage#ent 'ALM(
Start oo!eration
Re!lace-n$est&entidea
7nd oo!eration
C Ax
G IS
C Ax
G IS
Solut ion
database
Solut ion
database
Internet
notif ications
Internet
notif icationsPrevent ive
maintenance
Prevent ive
maintenanceOrder
& no tifications
Order
& notif ications
Structuring of
techn ica l systems
Structuring of
techn ica l system s
sset Li9e-Cycle Manageent (LM) %ie&s the li9e-span o9 a technical syste 9ro the perspecti%e
o9 the copany operating it. Plant aintenance and ser%ice are integral coponents o9 LM.
LM coines the *P ?3 coponents PM DM and C*.
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SAP AG 2001
Plant Maintenance Integration
Plant Maintenance
Controlling
Materials Manage#ent
Pro5ect Manage#ent
?inancial Accounting
Invest#ent Manage#ent
eal 6state Manage#ent
oint Fenture
?unds Manage#ent
Asset Accounting
Production
@ Syste#
"he PLM?LM coponentPlant 3aintenance is e>treely &ell integrated.
"he 9ollo&ing courses pro%ide in9oration on integration,
- Materials Manageent Controlling 5inancial ccounting in this course
- sset ccounting in Course LO60$
- Production and 7 *yste in Course LO61$
- In%estent and Pro/ect Manageent in Course LO61
- eal state Manageent in Course C280
- 5unds Manageent in Course C400
- Eoint @enture is part o9 the Industry *olution I*-Oil and ust e installed separately. Integration
&ith the standard syste is planned. Gou can 9ind in9oration aout these coponents in *P+et.
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SAP AG 2001
General considerations
Plant Maintenance organi9ational structures
Organi9ation o! Plant Maintenance8 PlantMaintenance Organi9ational Structures
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Planning plant
Organi9ational Structures in Plant Maintenance
General Organi9ational :nits in Logistics
Planning3ased Organi9ational :nits
Maintenance plant"or e8a&!le@ site@+#ilding@ coordinate
Client
Maintenance or/Centers
"or e8a&!le@ ore&an@or/ sc(ed#ling
"or e8a&!le@ &ec(anics
Plant section
ocation
Plant
Co&!any code
Location3ased Organi9ational :nits
"or e8a&!le@ !rod#ction
area@ !lant engineer
Maintenance !lannergro#!s
"he client is the highest-le%el eleent o9 all the organi:ational units. It corresponds 9or e>aple to
a corporate group &ith se%eral susidiaries. aple site uilding coordinates. aintenance plant can also e sudi%ided into plant sections
ased on responsiility 9or production. "he person responsile 9or the plant section is the contact
person &ho coordinates production and aintenance (plant engineer). aintenance planning plant is the organi:ational unit in &hich aintenance reuireents are
planned. "hese reuireents can either coe 9ro your o&n plant or 9ro another aintenance
plant assigned to this aintenance planning plant. "he planners &ithin a aintenance planning plant
are de9ined y aintenance planner groups. "he units o9 capacity in Plant Maintenance are anaged
as aintenance &or= centers in the PM syste. "he aintenance &or= centers are usually assigned
to the aintenance planning plant. 7o&e%er you can also use aintenance &or= centers 9ro other
plants to per9or aintenance tas=s.
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CrossPlant Maintenance
Plant 1000
Plant 1)00
;or4shops
;or4shops
Maintenancere/uire#ent
Planning o!#aintenancere/uire#ents
Maintenancere/uire#ent
Material
;arehouse
Plant 1200
Maintenancere/uire#ent
Plant 1200 Plant 1)00
Plant 1000
Maintenance plant X planning plant, In ost organi:ational structures the aintenance reuireent
is planned in the sae plant &here it occurs (plant 1000) the aintenance orders are e>ecuted y
&or=shops 9ro the sae plant and the spare parts are stored in the sae plant. Maintenance plant, Maintenance is reuired at plant 1200 &here a technical syste ust e repaired
(X aintenance plant) ut all other 9unctions (aintenance planning order e>ecution spare parts
&arehouse) are per9ored y plant 1000. lternati%ely part (order e>ecution) o9 the aintenance
reuired is per9ored at plant 1300 ut other 9unctions (order planning spare parts storage) are
per9ored y other plants. "he latter is cross-plant aintenance.
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oles in Plant Maintenance
Maintenance plannericole Potter
Maintenance supervisorScott ;eiland
&echnicianate Stevens
Maintenance engineer@arry Meyers
Maintenance #anagera#es &aylor
;or4 clearance plannera#es Ca#eron
Gou can gain access to plant aintenance transactions in the general SA menu or %ia a r$le&
s'eci(ic menudesigned around the duties o9 a speci9ic eployee. "he 9ollo&ing 9i%e e>aple roles are a%ailale in the standard syste 9or Plant Maintenance,
/aintenance 'lanner
'eals &ith and onitors al9unctions and reuireents plans and onitors aintenance orders.
'i99erent people ay assue the role o9 aintenance planner depending on the organi:ation (9or
e>aple centrali:ed or decentrali:ed planning). /aintenance su'er*is$r
esponsile 9or a &or=shop?&or= center and the processing o9 aintenance orders in his area. /aintenance technician
Carries out aintenance orders. /aintenance engineer
esponsile 9or the apping and pre%enti%e aintenance o9 technical systes. /aintenance manager
esponsile 9or the o%erall aintenance process prepares udgets and onitors cost?daage trends.
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ole ?unctions
SAP user
@arry Meyers
Maintenance engineer
Processing e/uip#ent
...
Create e>#i!&ent
C(ange e>#i!&ent
C(ange list editing
Collective role
Single role
Single role
@arry MeyerHs user #enu
Leave re/uest
Processing e/uip#ent
...
6#ployee
Leave re/uest
Single role
Collective role
aple roles are a%ailale in the 9or o9 ,$llecti*e r$les. ach collecti%e role includes a
nuer o9 Single r$les. ach single role contains a group o9 related transactions. Gou assign one or ore collecti%e roles to an *P user. "he collecti%e roles assigned to a user 9or
the user enu. !am'le:7arry Meyers &or=s as a aintenance engineer 9or I'* #. 7is role as eployee
eans that he needs access to general 9unctions 9or e>aple a=ing a lea%e reuest. In his role as
aintenance engineer he anages technical o/ects. "he collecti%e rolesEmploeeand3aintenance
engineerare assigned to his *P user pro9ile and his user enu is then a%ailale.
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Single oles
Processing e/uip#ent
Create e>#i!&ent
C(ange e>#i!&ent
C(ange list editing
Single role
Maintenance engineer
Collecti$e role
Maintenance planner
Custo#er de!ined roleSingle roles can "e assignedto #ultiple collective roles
single role contains a series o9 siilar transactions. Prede9ined single roles 9or each application
coponent are a%ailale in the standard syste. ach single role can e used in any nuer o9 collecti%e roles.
t the present tie the roles in 6$rk ,learance /anagement are a%ailale only as single roles.
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Maintenance ;or4 Centers
For e%ample8;elding
Metal$or4ingMechanics
&or= center is an organi:ational unit &ithin an operational syste.
&or= center can e one o9 the 9ollo&ing,
Machine
#roup o9 achines
Person
#roup o9 people
In Plant Maintenance &or= centers are used as,
- Main &or= center in the aster record 9or the euipent or 9unctional location
- Main &or= center in a aintenance ite
- Main &or= center in the tas= list header- Per9oring &or= center in the operations 9or a tas= list
- Main &or= center in the order header
- Per9oring &or= center in the operations 9or an order
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;or4 Center8 Contents
3asic data General data
Capacity data Capacity categories
Scheduling
Capacity pool capacity Availa"le capacity pro!ile
& i # e
Lin4sLin4s Activity types
Activity types
Activity types
;or4 center Person uali!ication Sta!!ing assign#ent
Cost center
"he asic data contains general data such as &or= center category description responsiility and
usage.
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;or4 Center8 Main ?unctions
;or4 center;or4 center
Costingdata
Costingdata
7e!ault values!or tas4 listsand orders
7e!ault values!or tas4 listsand orders
Schedulingdata and
availa"le capacity
Schedulingdata and
availa"le capacity
CostingCosting
22>**
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SAP AG 2001
7escri"e the di!!erent types o! #aintenance andthe structure o! Plant Maintenance
List the general and #aintenancespeci!icorgani9ational structures
=ou are no$ a"le to8
Organi9ation o! Plant Maintenance8 Su##ary
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3.20!ercises
%nit: Organi;ati$n $( lant /aintenance
T$'ic: Organi;ati$nal Structures in
lant /aintenance
t the conclusion o9 these e>ercises you &ill e ale to,
'escrie the content o9 the &or= center aster record
List the organi:ational structures in Plant Maintenance
t I'* it ust e clari9ied &hen PM is ipleented &hichorgani:ational structures in Plant Maintenance should erepresented and ho& they should e included in the e>istingstructures 9or Logistics.
'ata sed in the PM Courses,
escri'ti$n Training System I!S
eneral
Controlling area 1000 1000
Copany code 1000 1000
Plant 1000 1000
*torage location 0001 0001
Purchasing organi:ation 1000 1000
#?L account !14000 !14000
@endors 1000 1101 1102
*@-1
1000
Technical O-
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Con9igurale euipent P-000-+001 P-000-+001
5unctional locations
C1
TT (S)
*@-PO-Y-TT
C1
*@-PO-Y-TT
Operating hours counter 9or5L - C1-M01-2 C1-M01-3 C1-M02-2 C1-M02-3
Created during course
*tatus pro9ile 9or euipent PM*""
/aterials and 8ills $( /aterial
Materials,
Pup &ithout serialnuer - standard price 9or
atch
Pup &ith serial nuer -standard price 9or atch
Pup &ith serial nuer -o%ing a%erage price 9or
atch
Pup &ithout serialnuer - o%ing a%erage
price 9or atch
"-5P1TT
"-5P2TT
"-5P3TT
"-5P8TT
P-2001
P-2002
P-2003
P-2008
Material &ith condition-ased %aluation (standardprice %aluation)
P-2001 P-2001
*erial nuer pro9ile
(stoc= chec= X 1 &arning)
PM1 PM1
Con9igurale aterial P-000 +ot a%ailale
ill o9 aterial 9or aterialP-000
P-000 +ot a%ailale
Materials 9or aterial OMP-1000
(plant 1000 lin= !)
100-100
100-!00
'#-1000
100-00
100-!31
F11416$
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M-1000 M-1000
Materials 9or euipentOM
"-*M0100 U "-*M0120
(plant 1200 lin= !)
'PC8021
C-1112
-1120
-1131-110
'PC8021
C-1112
-1120
-1131-110
Con9igurale aterial(ser%ice)
I+*PC"IO+*@IC
6$rk ,enters
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*ettleent pro9ile 9orre9urishent (9or ordertype PM0!)
PM
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1 'isplaying
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3.21S$luti$ns
%nit: Organi;ati$n $( lant /aintenance
T$'ic: Organi;ati$nal Structures in
lant /aintenance
1 'isplaying
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SAP AG 1999
?unctional locations
6/uip#ent
3ills o! #aterial
&echnical O"5ects
Contents8
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7escri"e the concept and criteria !or !unctionallocations
7escri"e the concept and criteria !or e/uip#ent
Create a piece o! e/uip#ent
7escri"e the application o! "ills o! #aterial in Plant
Maintenance
At the conclusion o! this unit< you $ill "e a"le to8
&echnical O"5ects8 :nit O"5ectives
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SAP AG 2001
Course Overvie$ 7iagra#
Course overvie$
Plant Maintenanceorgani9ation
&echnical o"5ects&echnical o"5ects
3rea4do$n #aintenance
Su##ary and outloo4
Preventive #aintenance
avigation
6%ternal services
eporting and analysis
e!ur"ish#ent
;or4 clearance #anage#ent
Corrective #aintenance
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SAP AG 2001
?or I76S you !irst need to decide &'ic'technical syste#s and "uildings arerelevant !or #aintenance and need#apping in PM.
:se (unctional locations to #ap #oreco#ple% technical syste#saple pup classes). ll technical characteristics ecoe a%ailale 9or
an o/ect &hen a technical o/ect (9or e>aple euipent) is assigned to a class. (hase 3 &
,lassi(icati$n). +ote, Classi9ication is dealt &ith in the le%el three course LO60$ - Manageent o9 "echnical
O/ects.
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SAP AG 1999
?unctional locations
6/uip#ent
3ills o! #aterial
&echnical O"5ects8 ?unctional Locations
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&echnical
?unctional
Spatial
?unctional location J #ultilevel< hierarchical structureaple uilding 1 uilding 2)
technical (9or e>aple press press 9rae press hydraulics) or 9unctional that is process-oriented
criteria (9or e>aple polyeri:ation condensation). "he ai o9 creating a 9unctional location is to structure a technical syste or uilding into units that
are rele%ant 9or Plant Maintenance.
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SAP AG 1999
Criteria !or ?unctional Locations
6%ecution o! #aintenance tas4s ecording o! #aintenance tas4s 7ata collection over long periods
o! ti#e Cost #onitoring "y area ;hat a!!ect do the usage
conditions have on the
li4elihood o! da#age to theinstalled aggregatesK
?or $hat purpose is a !unctional location createdK
Gou should use 9unctional locations to structure your systes i9,
Gou &ant to represent the structures o9 the technical systes in your copany according to
9unctional criteria Maintenance tas=s ha%e to e per9ored 9or indi%idual areas in the structure o9 your technical
syste and this &or= ust or should e recorded "echnical data 9or certain parts o9 your technical syste has to e stored and e%aluated o%er a long
period o9 tie "he costs o9 aintenance tas=s ha%e to e onitored 9or certain parts o9 your technical syste
Gou &ant to analy:e &hat e99ects the usage conditions ha%e on the the li=elihood o9 daage to the
installed euipent
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SAP AG 1999
Structure Indicator
6dit #as4
@ierarchy levels
A J Alpha J u#eric J Alphanu#eric
Syste#Area
Su"area?unctionSu"!unctionIte#
Location nu#"er A1A13
A1302A1302 -A1302 -CA1302 -C 1
1 2 ) > + ,
AA
"he identi9ication 9or 9unctional locations is created using the structure indicat$r. "he structure
indicator consists o9 t&o input 9ields, !dit mask
?ierarchy le*els
"he edit maskis used to control &hich characters ay e used 9or identi9ication (letters nuers
or oth) and ho& these characters are grouped together or split. "he hierarchy le*elsare used to
de9ine &hich le%el ends at &hich character and ho& any hierarchy le%els the structure ay contain. 9unctional location can e identi9ied using a a>iu o9 !0 characters (X a>iu length o9 the
edit as=).
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4.10
SAP AG 1999
Master ecord !or ?unctional Location
Multilingual te%tsMultilingual te%ts
Classi!icationClassi!ication
7ocu#ents 7ocu#ents technical dra$ingstechnical dra$ings
Address partnerAddress partner
6/uip#ent usage6/uip#ent usage
Location A
Location B
Measuring points Measuring points counterscounters
0 > 10 1 2 )
Per#itsPer#its
General
?unctional location#aster record
Location
Organi9ation
Structure
"he aster record 9or the 9unctional location uses the 9ollo&ing %ie&s,
#eneral, Class o/ect type re9erence data and anu9acturer data.
Location, Location data address
Organi:ation, ccount assignent (9or e>aple copany code cost center)
responsiilities (9or e>aple aintenance planning plant) *tructure, 5or e>aple structure indicator higher-le%el 9unctional location euipent
dditional data or lin=s in the aster record 9or the 9unctional location can also e acti%ated as ta
pages or called up using pushuttons (see graphic).
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SAP AG 1999
Auto#atic Assign#ent :pon Creation
C13iologicalcleaning
C1C1Clari!icationClari!ication
plantplant
C1MMec(anical
cleaning
C1M01
Sand tra!
C1M02il=attra!
C1301P#&!!lant
C1302"ilteringstation
6%isting!unctionallocations
e$!unctionallocations
C1M012
;entilator
C1M012;entilator
C1M022;entilator
C13011P#&! 1
C13022"ilter cell
"he structure o9 the 9unctional location is ased on the structure indicator.
I9 you create a ne& 9unctional location (9or e>aple C1-M01-2) the syste chec=s &hether a
hierarchy &ith this structure indicator already e>ists and &hether the ne& identi9ication is suitale
9or the e>isting hierarchy. I9 this is the case &hen the ne& 9unctional location is created it is included in the e>isting structure.
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4.12
SAP AG 1999
6%a#ple o! ?unctional Location Structure
C13iologicalcleaning
C1C1
Clari!icationClari!icationplantplant
C1M011
Reser$oir
C1M012
;entilator
C1M01)Sand
dredger
C1M021
Reser$oir
C1M022
;entilator
C1M02)"at
dredger
C13011
P#&! 1
C13012
P#&! 2
C13021
;entilator
C13022"iltering
cell
C1MMec(anical
cleaning
C1M01
Sand tra!
C13021A
;al$e 1
C130213
;al$e 2
C13022A
-nlet
C130223"iltratele$el
C13022C
#tlet
C1M02il=attra!
C1301P#&!!lant
C1302"ilteringstation
C13022A1
;al$e 1
C13022A2
;al$e 2
C13022C1
;al$e 1
C13022C2
;al$e 2
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SAP AG 1999
?unctional locations
6/uip#ent
3ills o! #aterial
&echnical O"5ects8 6/uip#ent
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SAP AG 1999
6/uip#ent
6/uip#ent
Individual physical o"5ect to "e#aintained as an autono#ous unit
Custo#er devices
3uildings< property
Syste#s< syste# parts
Fehicles
Means o! production
Means o! transport
&est e/uip#ent
Production resourcestools
piece o9 euipent is an indi%idual physical o/ect that is to e aintained as an autonoous unit.
Pieces o9 euipent usually represent single o/ects (9or e>aple pups otors %ehicles) 9or
&hich aintenance tas=s should e recorded. uipent can e installed at 9unctional locations.
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SAP AG 1999
Criteria !or 6/uip#ent Master ecord
?or $hat purpose is a piece o! e/uip#ent createdK
Manage#ent o! individual data
ecording o! #aintenance tas4s
O"5ect"ased recording o! costs
6valuation o! technical data
ecording o! usage ti#es
Gou should al&ays create an euipent aster record 9or a technical o/ect i9,
Gou need to anage indi%idual data 9or the o/ect
rea=do&n prepared or pre%enti%e aintenance tas=s are reuired 9or an o/ect and ust e
recorded "echnical data 9or this o/ect ust e collected and e%aluated o%er long periods o9 tie
"he costs o9 aintenance tas=s 9or this o/ect are to e onitored
Gou need to record the usage tie o9 this o/ect at 9unctional locations
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6/uip#ent Master ecord
6/uip#ent #aster record6/uip#ent #aster record
Internal noteInternal note
7ocu#ents 7ocu#ents technical dra$ingstechnical dra$ings
Multilingual te%tsMultilingual te%ts
6/uip#ent usage6/uip#ent usage
Location A
Location B
Classi!icationClassi!ication
Address partnerAddress partner
Per#itsPer#its
Measuring points Measuring points counterscounters
0 4 10 1 2 3
GeneralGeneral
LocationLocation
Organi9ationOrgani9ation
StructureStructure
"he euipent aster record uses the 9ollo&ing %ie&s in the standard syste,
#eneral, Class o/ect type re9erence data and anu9acturer data.
Location, Location data address
Organi:ation, ccount assignent (9or e>aple copany code cost center)
responsiilities (9or e>aple aintenance planning plant) *tructure, 5or e>aple structure indicator higher-le%el 9unctional location euipent
dditional data or lin=s in the aster record 9or the euipent can also e acti%ated as ta pages or
called up using pushuttons (see graphic). Gou can use the tie-ased data to onitor a piece o9 euipent dynaically that is trac= changes
to the euipent o%er a speci9ic period o9 tie. I9 your syste is custoi:ed accordingly it
autoatically creates a ne& tie segent &hene%er certain changes are ade in the aster record."he tie segent descries the euipent usage.
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Installation7is#antling o! 6/uip#ent
uipent can e installed and disantled at 9unctional locations.
Gou can onitor the installation ties 9or a piece o9 euipent 9ro oth the 9unctional location
%ie& and the euipent %ie&.
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SAP AG 1999
Prere/uisites !or 6/uip#ent Installation
6/uip#entinstallationallo$edK
IndividualinstallationK
6/uip#entinstallationallo$edK
6/uip#entcategory
6/uip#ent6/uip#ent?unctional location
"&o prereuisites ust e 9ul9illed 9or a piece o9 euipent to e installed at a 9unctional location,
"he euipent category ust perit an installation (Custoi:ing).
"he option Juipent installation allo&edJ ust e acti%ated in the aster record 9or the
9unctional location. Gou can restrict this option y using the JIndi%idual installationJ option.
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:sage list
6/uip#ent :sage List
S1+S1+
0)01 0-20-* S1+
"he installation locations 9or euipent are docuented &ithin a technical syste.
"he usage list 9ors part o9 the euipent history.
uipent usage periods can also e displayed 9ro the 9unctional location %ie&.
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SAP AG 1999
?unctional locations
6/uip#ent
3ills o! #aterial
&echnical O"5ects8 3ills o! Material
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SAP AG 1999
3ills o! Material in a Co#pany
6ngineeringdesign"ill o! #aterial
Costing"ill o! #aterial
Production"ill o! #aterial
Maintenance"ill o! #aterial
ills o9 aterial are used 9or di99erent purposes. "he usage depends on the enterprise area 9or
e>aple, "he engineering=design -ill $( materialincludes all the eleents o9 the product (9ro an
engineering %ie&point) and contains the technical data. It is usually not dependent on the order. "he 'r$ducti$n -ill $( materialincludes the ites (9ro a production %ie&point) and assely
conditions. 5or the assely 9or e>aple only ites rele%ant to production &ith process-oriented
data are reuired. "he c$sting -ill $( materialreproduces the product structure and 9ors the asis 9or autoatic
deterination o9 the aterial usage costs 9or a product. Ites that are not rele%ant 9or costing are
not included in this ill o9 aterial.
Instead o9 a uni9or ill o9 aterial these areas use Jtheir o&nJ ill o9 aterial &ith area-speci9ic
data (9or e>aple production). "hey only e%aluate ills o9 aterial containing area-speci9ic data.
"his results in a targeted ill o9 aterial e>plosion &herey only the area-speci9ic data is ade
a%ailale. 'ata selection is controlled using the de9inition o9 the ill o9 aterial usage.
deterination seuence y ill o9 aterial usage is de9ined in Custoi:ing 9or selecting the correct
ill o9 aterial 9or an application.
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4.22
SAP AG 1999
3ills o! Material in Plant Maintenance
Maintenance"ill o! #aterial
Structuringo! o"5ect
Spare parts planningin tas4 list
&echnical o"5ect
Spare parts planningin order
"he aintenance ill o9 aterial di99ers 9ro other OMs in that it only contains ites rele%ant to
Plant M